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Greater Phoenix Chamber-2024 Chamber of the Year Finalist with Todd Sanders

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Brandon Burton 0:00
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You’re joining us for a special episode in our 2024 Chamber of the Year Finalist Series. And our guest for this episode is Todd Sanders. Todd is the President and CEO of the Greater Phoenix Chamber in Arizona, and was named that that role in 2009 before assuming his current role, Todd represented the interests of businesses and community at the Arizona State legislator and Phoenix City Hall as Vice President of Public Affairs. In that role, he enhanced the Chamber’s position as a statewide leader in immigration policy, initiative reform and pro business tax policy. Prior to joining the chamber, Todd acted as a Research and Policy Analyst for the Arizona House of Representatives, serving several standing committees in the areas of taxation, Environment, Energy, state trust, land, counties, municipalities and international trade. He also acted as a liaison to the Arizona Mexico commission on behalf of the house represent, House of Representatives, and currently serves as board president for the Arizona Mexico commission. Todd is a native of Bogota, Colombia. Holds a Bachelor of Science in political science from Northern Arizona University, and he and his wife have a son and live in Phoenix, Arizona, Todd, I’m excited to have you with us today here on chamber chat podcast. Want to start by saying congratulations to you and your team, what a honor and accomplishment, and want to allow you a chance to say hello to all the Chamber Champions that are out there listening and share something interesting about yourself so we can all get to know you a little better, you

Todd Sanders 2:45
bet. Well, thank you for that, for that introduction. I think if my mom were here, she would be certainly proud, but I certainly embarrassed by all of those. Although those details, thank you for taking the time. I can’t tell you how thrilled we are here in Phoenix to be in the running for a chamber of the year. It is, is a tremendous honor. And as soon as we were notified, the whole chamber was, was just overjoyed. So really appreciate the opportunity. In terms of about things about me, usually, I usually tell people Sure, I was born in Bogota, Colombia, kicked out for bad behavior, but, but the I will tell you something that I think probably 99% of people don’t know. So you mentioned that my name is Todd Sanders recently, well, I shouldn’t say recently. About three or four years ago, we were at a family reunion, and somehow our family tree came up, and we mentioned my brothers and I were saying, Well, we know that my mom’s side was from Scotland, and dad’s side was from Italy. And someone piped up and said, Italy, you know, what are you talking about? There’s no Italian blood here. And and we were just we were so confused that dad’s not with us anymore. And what we learned was, what actually happened is, generations ago, a we actually my our great, great grandfather migrated from, I believe, Mexico into the United States, settled in California and and at that time, decided that probably would be more advantageous to have a more Anglo Saxon sounding name. So he and some friends who sort of came up with this idea, put some names into a hat, and they drew, and my great, great grandfather drew the name Sanders previously. And I guess, I guess you could say, currently, our name had been Sepulveda. So actually, you’re talking to Todd Sepulveda, but by accident, or, I guess, because, of a set of circumstances, Todd Sanders, so something that most people don’t know about me and then, and of course, Todd Sepulveda doesn’t really roll off the tongue. That’s

Brandon Burton 4:47
right. I wonder if your first name would have been different if it’s

Todd Sanders 4:50
still I wonder, yeah, absolutely.

Brandon Burton 4:54
Might be talking to a whole different person. But that’s that’s interesting. I like hearing the family history. And how names change. And my last name is currently Burton, b, u r t o n. But again, his family immigrated into the states. They came from France through Canada into Maine, and at the time it was b, e r t i n, and of course, everybody’s illiterate back then, so they said the name, it got written down, b, u, r, t, O, N, and here we are still today. So yeah, it’s, that’s the way it works. That’s right. Well, tell us about the greater Phoenix chamber. That’s what we’re here for. So tell us about your your organization, size, staff, budget, scope of work, just to set the stage for us. Well,

Todd Sanders 5:38
you bet Walt, thank you for that opportunity. So we have interesting history. Unlike most of the the folks that are listening to this, this podcast nationally, where states have been around for a while, Arizona is a relatively young state. We were formed in 1912 so, so, you know, we just had our our centennial chamber was formed in 1888 so prior to statehood, some some visionary business leaders at the time, formed the Phoenix chamber, and obviously through that time, it has evolved into the organization it is today. So as of, as of now, we have about 2400 members, ranging in all sizes. Our budget is is split between two entities. There’s the chamber side and the foundation side. And when you put those two together, it’s shy of about ten million with the foundation being slightly larger. The staff, our staff is currently close to 70 and and a lot of that serves some of the needs that we’re addressing through the foundation. Yeah, in terms of programs of work, as you mentioned, I come from a policy background, so I’m I can’t get away from that. We do a lot of the state legislature. We work a lot with our city, our city council, and more and more, especially with our friends at the US Chamber, we’re doing work at the at the federal level, there’s also an economic development component to the work we do now. Like, like most of us, we aren’t an attractor. We have a statewide attractor and a county attractor of businesses into the valley. But certainly, as as most chambers do when we get businesses come into town. How do we keep them here? How do we keep them growing? And then finally, as an outgrowth of that work, there’s a workforce component to it, and that’s really where the foundation comes into play,

Brandon Burton 7:30
yeah, but I’m glad to hear that you guys have a foundation. I know that’s kind of the trajectory that we see. Chambers are encouraging chambers to go to be able to really further the work that they have to do. But so typically, on these chamber the year finalist episodes, what I like to do is focus the majority of our time on the programs that were submitted on your chamber the year application, and dive into kind of the origins for those and and the impact that they’re making in your community. And we’ll, we’ll dive into those programs for the greater Phoenix chamber, as soon as we get back from this quick break.

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All right. Todd, we are back. So as I mentioned before the break, we’ll we’ll dive into the pro. Programs that were submitted on your chamber of the year application. I understand that the first kind of scope or program of work will say, covers several programs, kind of in one container, we’ll say, but please introduce that to us. Let us know what those programs are, and again, what the origins and the reason it kind of how this developed?

Todd Sanders 10:25
Well, thank you for that. You’re right. The first, the first set of programs, is sort of under one category. And I think about it as sort of this idea of belonging, my my philosophy, my leadership philosophy really revolves around an abundance model, which, of course, isn’t isn’t blind to the fact that we have to compete, but there’s also a lot of room for us to work together or to bring people in. And so one of those is really revolves around our strategy relating to helping small and mid sized business understand what the road to diversity and inclusion looks like for their companies. Large companies really don’t have a big challenge with implementing these kinds of programs within their within their organizations, but small and mid sized companies tend to have challenges with that. And this goes back eight years ago, July 7, by the way. July 7, 2016 was the day that this all started for me. I had a member of my board, Frank Reed, African American gentleman, who called me and said, Todd, I need to go to lunch. And can we, I need to get on your calendar today, which I thought was was interesting. But we did it. And he and our chair, we sat down and and he said, today in my hometown of Dallas, five police officers were shot for a race related reason, and we can’t let that happen in Phoenix and and part of that is because we’re not we’re not bringing people in, we’re not having conversations, and we’re not really thinking about belonging here. And he said, I need the chamber to engage and but that that lunch, we said, All right, we’re going to do that. And that was the start of something, I think, really impactful, which which began with this, this toolkit that, for instance, our for our friends in the Billings Montana chamber are using as well, where we’re giving small, midsize businesses a roadmap just to start to bring people in and have conversations about how we can all belong, and we built up a toolkit. One of the first things that that occurred was that we decided that staff’s not going to build this thing out. My members of my executive committee built this thing out with with help from us and more of logistical support. And the product, I think, was remarkable. Now it’s in the second iteration, and and and the discussion at that time was, well, what do we do with this? And we immediately decided we’re not monetizing it, we’re giving it away. And you can imagine my sales people. We’re thrilled with this idea, but we felt like it really important for us to learn from what happened in Dallas, and this is before, certainly George Floyd and all these other things. But how do we start bringing people in and just talk to each other, right? And so we decided we would give it away, whether you remember or not, we want to help people in, and we’ve we formed a committee that really what we do is we help businesses along the way when the way they have want to have conversations about, how do you include people? And how do we, how do we make that a part of what we do every day? That’s the toolkit that we use. So that’s one part of it. There were some existing programs that really got wrapped into this. We have an Athena program, which I’m sure a lot of people are familiar with, with the Athena international program, and that’s really how we look at women leaders in our community, that balance, obviously, leadership positions. They also are mentors, and they’re making change in their community. And we’ve had this for 38 years now. It’s a really important part of who we are. There’s also a bit a business, a Women’s Alliance, where we’re bringing women leaders together on a monthly basis, and we really promote what they’re doing. They They network with each other, they lift people up. And it’s a remarkable, remarkable program. Never leave one of these programs without feeling inspired and and really wondering how you didn’t know about this person in our community. And then finally, our Valley young professionals. We, when I became CEO, I really made it a goal to make this a program that was going to be worthwhile, not just something where we were checking the box. And so we really thought about, how do we make this impactful? And part of that, obviously, is giving people coming into their careers an opportunity to really understand what it’s like to serve on a board. What’s a nonprofit all about, what’s your role, what’s the what’s the role of the organization? And and it was working really well. We had really strong leaders, which I think is part of the key, right? But then I there was something was missing, because they there was always this idea that there’s the vyp board, value professional board, and then there’s sort of, quote, unquote big board. And I thought, why do we Why do we have that? And going back to this idea of abundance, I said. Let’s do this. I want to make the leadership so the Chair and the Vice Chair, I want to make them full fledged members of our board, and that means they’re voting members. They’re not junior members that are observed, but they’re full fledged members of the board. That really sort of changed the way young people were looking at this committee and engaging in this committee. Now, what’s interesting about it, you know, how you so you’re thinking about influencing and really bringing up a sort of a set of people as we started to incorporate them into the board, we started feeling significant benefits from having completely different point of view on the board, so much so that at our board retreats, we actually invite the the vyp board, the full board, onto our into our into our retreats, along with our foundation, because they’re adding so much to the conversation. So really, this, this whole idea, and all of these programs are, we’re all wrapped around this, this thought that there’s, there’s a lot of there’s a lot of abundance out there, and how do we start to share that, and how do we start to bring people up? And as a consequence, it’s made us stronger, it’s made us healthier, and it’s and I think in a lot of ways, it’s the reason why we’re here today, talking to you, because that’s the kind of thing that really starts to move a community forward. Right

Brandon Burton 16:21
now, when you think of inclusion and making sure people feel welcomed, I like to think if somebody walks into a room and they don’t feel like they belong there, whether it’s whatever group, you know, segmentation you want to, you know, put the focus on, if they don’t feel like they belong there, they’re out, you know, they’re not going to stay, they’re not going to come back, they’re not going to engage. They’re not going to go to the next level with engagement with your organization. So it’s so important to be able to really highlight these areas, to make sure that people from all different walks of life as they come in, that this is a place for everyone in your community to be involved.

Todd Sanders 17:04
You Ben

Brandon Burton 17:06
with a thought, do you, I know, unfortunately, dei gets kind of a political spin put on it. So how’s the approach that you guys have? Or have you gotten any you know, received any feedback from people on the outside saying, what’s the chamber doing getting involved with these things, and how do you address that with them?

Todd Sanders 17:26
You know, I haven’t gotten the the angry emails that I’ve that I’ve heard about, and I think part of that is because we really look at it from a practical standpoint. I’ll give you an example Frank. Frank read the gentleman that I talked about, you know, provided such an important example, and we’re seeing this, for instance, today in Phoenix, there are literally more jobs than people, so we’re having to do everything that we can to really fill these, these critical slots in our economy. One of the things that that this applies to is the workforce side, obviously, and his story was that they had a really high level position in a company that they were trying to fill. And they they brought they were thinking, Alright, we need more women leaders. They brought in these five. I mean, these were top notch, Ivy League type folks that any one of them would have been incredible for this position. And so they brought them in. They did these interviews. And you know how these, these things work, it’s not generally one person, it’s probably a panel of folks and and they all five women, declined the position in succession, and finally, Frank decided to call a couple of them, and what they said was, you know, it seems like a great company, a lot of opportunity there, but I don’t see myself represented there. There was just a bunch of bunch of men on this in this panel, and I didn’t think I belong there. And for him, it was a really interesting wake up call. And said in the sense that if you want to bring people on board, make sure that they feel like they have a place there. And I think when we talk to companies about how you’re going to look for this top talent, as we’re thinking about $40 billion worth of semiconductor dollars coming into Arizona, and what’s going to be needed in terms of top talent, you got to make sure that that people feel like they got a place at the table if you’re looking to fill these really critical roles. So I think for us, it’s been looking at this from a practical perspective. Same thing goes for the young professionals, the when I think about way back when, when we started this group, there was one particular person who who was their their chair at the time, and she was a complete standout, just amazing. Went through that process, left the vyp group because she’d sort of graduated out and was chair, and had done everything that could be done. Then she became a member of the board through her company, and two years ago, she was my chair. She was the chair of our board, and an incredibly catalytically or who brought so much to the table. So I think when people start to see this as not a political exercise, but this idea that all we’re doing is making sure. Sure that there’s room at the table for everybody. You tend to win.

Brandon Burton 20:03
Yeah, that goes back to your, your thought on abundance, right? There’s room for everybody, and let’s, let’s show them. I, I’ve heard it, and I think I’ve shared it before on the podcast, but when you walk into a room and you see people gathered together, they tend to be in in a circle, right, talking to each other. And that to be inclusive. Instead of a circle, create more of a horseshoe, right? Leave it open, let people in be able to let them feel welcome and like they belong there.

Todd Sanders 20:27
Well, it’s true. And I think, you know, part of that is came from this idea. You mentioned, I was from Colombia, and it’s odd, because when I’m in the States, I always feel like there’s a part of me that’s that doesn’t belong, because it’s true, right? I’m, you know, people you were born somewhere else, and when I’m in Colombia, people like automatic people like, automatically think I’m

Brandon Burton 20:45
American, because, yeah,

Todd Sanders 20:47
I don’t use the simple but a name down there, and so it’s an odd thing to it, so it gives you a sense for what that’s like. But, but, yeah, it’s been, it’s been really rewarding in terms of how far this has gone and the impact that it’s had, not only on the chamber, but in in organizations throughout the Valley and in people, yeah, oh,

Brandon Burton 21:07
that’s great. Let’s shift gears a bit into the other program that was submitted on your application. And if you could tell us what that is and what the origins and the purpose was behind that,

Todd Sanders 21:19
well, you mentioned the foundation, and I’m really glad you did. And I’m encouraging other other chambers to certainly look at foundations. And I will say that we call it the 10 year overnight success story. Yeah,

Brandon Burton 21:31
it takes most are right 100%

Todd Sanders 21:34
I’d love to say it was two years. But, you know, a lot of that work was was built on, you know, the things we had done in the past, and when I mentioned the the Retention and Expansion work that we did, what, what I assumed, when we started talking to businesses, that they would tell me, Todd, the big issues here in Arizona are, are taxes and regulation and and as we talked to business leaders, none of them said that, Which was really shocking to me, and this is before workforce was was cool. They all said we don’t have the qualified talent that we need today and and that was a big wake up call for us. Part of the part of that also was a visit we had with a what would be a fortune 200 company locally that was moving about 200 jobs that paid six figures outside of Arizona because they couldn’t find enough people who could pass the series seven exam. And okay, hold on. We’re the we’re the fifth largest city in the country. That doesn’t seem possible, right? So we figured out very quickly that there was a role for us there. We needed to do more in this space, and so that’s how we got into workforce. And as we as we had a few years under our belt with workforce, it became really clear that we there wasn’t a good method or a good pathway for kids in high schools looking to college and career either or right. I know it’s black and white, but it’s not, it’s college and or career, because they’re interchangeable in some ways. And so I’ll tell you the story real quick. We decided we really need to learn. And so there’s a really great program in Nashville, and kudos to to the Nashville chamber and all the work that they do out there a program in Nashville where they have these Academy an academy model. And so we took a group out to Nashville, and we said, we want to learn about this. And by happenstance, the Phoenix union board actually ended up there as well. We had no idea they were going to be there. We bumped into each other, and it was weird, because we didn’t know each other really well. It was a lot of distrust. Why is the chamber here? You know, what is this board doing here? And we started talking. Go figure, right? We started talking. And by the third day, we were kind of a unified group. And we left there saying, we don’t know this is our model, but, but if, maybe, if we decided to work together, maybe there’s something here for us. And so we did. We decided that we would start with one school, and what we would do is we would see how we could create pathway opportunities for kids in high schools, especially in Title One high schools. And so that was, that was a about four years ago. Three years ago, we started with our first school and and district, and that started to grow over time, and it is something that now has grown to 20 high schools in Arizona and 1000s of kids through that work. One of the things that we we found, among other things, was that a lot of these kids had the the skills, they had the ability, they certainly had the right to engage in some sort of dual enrollment opportunity, but they weren’t doing it, partially because they didn’t know it existed, and mostly because they didn’t have the funds to pay for the dual enrollment. So this is what I love about this sort of project, because it engaged the. Foundation that also engage the chamber. Remember, I told you, we do a lot of the at the legislature. So last year, we got together with some of our partners and and petitioned the legislature for an appropriation that would allow our our kids, our Title One kids, to get at least six credit hours, usually 12 credit hours of dual enrollment before they graduated. It was an interesting issue because it was, believe it or not, bipartisan. There was both sides. It was weird, right? This was a good idea. It was, it was odd, but it was a great, a great thing to sort of be curious about the this bill passed, and now there’s an opportunity for these kids to not have to worry about the financial barrier and think about what this will mean going into into college. You know, if, if they have these 12 credit hours, it means they’re probably going to continue on into the community college system, get a get a two year degree, or a four year degree in industries or in areas where there’s a huge demand in Arizona. So that first year we did it, we saw 40% increase in dual enrollment in 20 in 20 High School. So a significant number. This year we’re seeing a smaller increase. And we had to ask ourselves, what’s going on here? We obviously have a lot of kids out there that haven’t seen this opportunity. What we found was, and probably what we’re seeing in a lot of communities around our country, where we’re actually have a shortage of teachers who are certified in dual enrollment. So we were able to get funds together, and we’re actually providing incentives for teachers to get certified. They have to do that. They have to pay to get certified. So we’re helping them get certified. Our goal is to get get them certified through the system, and then next year, bring those numbers up again. But it’s an interesting sort of process, from where we started with us in Nashville, looking at how we can work together, to today, looking at very specific numbers and the families that we’re helping on a generational basis.

Brandon Burton 27:02
Yeah, well, that goes back to, you know, raising the tide, you know, raises all ships as well. So in both of these programs, I see examples of that. So with this one, you’re focused on the employers making sure they have the pipeline coming in, but in doing, in focusing on that, you’re enhancing the life of these young people going through high school and looking to the that next step in their their life, their, you know, work or college, or both and, or both, right?

Todd Sanders 27:28
I agree. And then the schools,

Brandon Burton 27:30
the schools are being elevated, and the teachers are being elevated. So all around it’s great. They

Todd Sanders 27:35
really are and, and I’ll tell you, you know, a big part of this was internships, right along with a dual enrollment opportunity. And you can imagine what the reaction is from a lot of businesses when you tell them we want to live and have some seniors come in and do an internship, especially in areas like healthcare or or advanced manufacturing, like Honeywell. And I’ll use Honeywell as the example. They were very polite, and they said no, and we finally convinced them, three years ago to take three of our kids. And they said, okay, they have to be over 18, so they’re in their spring semester. We’ll take three. Let us see what happens. They took three, and at the end of it, they said, You know what these kids are, they’re pretty good. We’re gonna hire them. Awesome. So they hired these kids last year. They took six, and they erased the 18, the 18 year old rule. Well, let me fast forward to today. How many do you think they’re taking?

Brandon Burton 28:32
I I’m gonna say at least 12, if you just keep doubling, right? Or is 24 How many years is this now? This will be the third year. Third years, I’m gonna, I’m gonna guess 1288,

Todd Sanders 28:45
we’re taking 88 of our kids now. Here’s the here’s the awesome. I’m gonna bring this all back to where I started, in terms of abundance. All right, so here’s, here’s the story. So earlier last month, we met with the representative money well, when he was telling us that they’re gonna increase to 88 and he said, I need to tell you what happened in that first cohort of kids, there was one kid who was on the bubble, looks like he wasn’t going to graduate. He wasn’t engaged. High School just wasn’t his thing. And the school and Honeywell decided, let’s let’s see what happens. Well, you know what happened, right? Honeywell hired him at the end because it really seemed to work. Well, guess what? Today? Well, not today. Last month, he brought his he bought a house for his family. Wow, yeah. I mean, think about that as a kid who’s on the bubble, probably not going to graduate all of a sudden, he’s got this incredible job of Honeywell. And today, I mean, my kid’s 20, he’s not buying a house for his family. This kid just bought a house for his family. That’s not political, that’s amazing. How do we start to create an abundance mentality in our community and really create opportunity for everybody, including Honeywell, by the way,

Brandon Burton 29:54
yes, wow. That just blows my mind. The 88 interns now that great story, great. Success, yeah,

Todd Sanders 30:01
a lot of those. Yeah, I

Brandon Burton 30:03
bet we can go on for a couple hours trying to some great stories. And I’d love

Todd Sanders 30:08
to say that, you know, kudos to the chamber, no, kudos to those companies. CVS just did 20. Yeah? So it’s great to, it’s great to see that impact, and it’s great to see companies stepping up like that, yeah,

Brandon Burton 30:19
well, and for those who do go the route of higher education after high school. It’s a huge help to have those dual credits going into college and university, and being able to kind of have that head start. And my son just graduated, and he got it, got out of high school with 30 college credits, like, that’s awesome going into as a sophomore, right? So it’s

Todd Sanders 30:41
you think about the financially for you. I mean, that’s yeah, you just saved

Brandon Burton 30:45
a year. Yeah? I recognize it, yes, yeah. Well, Todd, I like asking, especially as a chamber of the year finalist, for listeners who are tuning in, what kind of tip or action item might you have to share with them as they look to take their chamber up to the next level?

Todd Sanders 31:06
Well, I, you know, I’ll go back to the 10 years ago when we decided that we wanted to, we needed to raise some money to make this happen. I think our goal was, was, was about a million dollars and and that was, that’s a big number. It’s a big number today. And as we were talking to business leaders, I think there’s, there’s, there’s, there’s always a lot of skepticism about a new program, and you’re coming here to help. And we hear this all the time. And I think one of the things that we said that I think made a big difference when we when we made our pitch, I said, Look, something in what I’ve just talked about is going to go wrong. Something’s not going to work. I promise you that is going to happen. But I’m also going to promise you that we’re going to take that, we’re going to learn from it, and then we’re going to pivot, and we’re going to make sure it does work. And I think we’ve, we’ve gotten comfortable with being uncomfortable, and that’s in all parts of our chamber. I mean, it’s so easy to say, I don’t know, that’s kind of scary. Well, we maybe we tried that before, or that’s never going to work, or we’ve always done it this way. We do it too, but if you give yourself permission to fail, you’re going to succeed.

Brandon Burton 32:18
Yeah, I love that. If you give yourself permission to fail, you’re going to succeed. It’s that’s a t shirt. That’s a t shirt, right? Yeah, so,

Todd Sanders 32:26
but you fail a lot and and that that’s what makes us successful. It’s

Brandon Burton 32:31
right. That’s right. You learn, right? You bet. Well, as we look to the future of chambers of commerce, how do you see the future of chambers and their purpose going forward.

Todd Sanders 32:41
Well, you know, I really feel like chambers are in such a good place right now. I feel like, you know, we’re looking at ourselves in a way that is probably different than we had even 10 years ago. You mentioned foundations. I think there’s a renewed emphasis on how we are really the heart of our economies. And I think probably covid was terrible. We wouldn’t want to go through it again. But I think covid really gave us a moment to really understand the importance that chambers serve in our communities. We are at the heart of our economies and our communities. And that certainly was reinforced during that time, and I think it gave us a new sense of what we need to be and how we need to do things, and how we talk about ourselves. We are economic developers. That’s chambers are the original economic developers. I don’t care how you slice it, that’s how the community sees us now. I think that’s tremendous, but we’re also taking that a step further and looking at things that we hadn’t traditionally looked at, like, like education, like foundation work. And I gotta tell you, I love this industry and and I’m so proud to be a part of it.

Brandon Burton 33:53
I love that, yes, every chamber is an economic development. Doesn’t matter what the city contract says you are involved in developing the economy in your community. Well, Todd, I wanted to give you an opportunity to share any contact information for listeners who may want to reach out and connect with you and learn how you guys are doing things there in Phoenix, and maybe dig in a little deeper. Where would you point them? Absolutely

Todd Sanders 34:17
Happy. Happy to help on that side as well. You can also, you can always go to our website, PhoenixChamber.com a lot of information there about all the programs we talked about, including a few others that I didn’t my email address is tsanders@phoenixchamber.com so feel free to reach out there as well. And then, certainly if you want to have a conversation, 602-495-6460, 495-6460,

Brandon Burton 34:43
that’s perfect. We will get that in our show notes for this episode too, to make it easy to reference and have people pull it up and find you there. But Todd, this has been great having you on Chamber Chat Podcast. I wish you and your team the best of luck in Dallas as Chamber of the Year, and keep up the great work. Work you guys are making a huge impact.

Todd Sanders 35:01
Well, thank you. We will look forward to seeing you

Brandon Burton 35:05
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Greater Winston Salem, Inc.-2024 Chamber of the Year Finalist with Mark Owens

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your hosts Brandon Burton. And it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

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You’re joining us for a special episode in our 2024 Chamber of the Year Finalist Series. And our guest for this episode is Mark Owens. Mark is the President and CEO of the Greater Winston Salem, Inc. Mark has over 14 years experience building communities through economic development. He was named president CEO of Winston Salem chamber, now greater Winston Salem Inc in 2017 and previously served as president and CEO of the greater Greer chamber in South Carolina. Mark is actively involved in the community in Winston Salem and forcep County, serving on the board of directors at Novant Health Forces Medical Center and the Piedmont Triad partnership, among others. Nationally, he serves on the board of directors for ACCE. He’s a graduate of Presbyterian College and the US Chamber Institute for organizational management, and he holds his CCE designation. Mark is a native of Charleston, South Carolina, and he is and his wife melody, have a son named Luke and a golden doodle named boots mark. Welcome to the chamber tap podcast. First of all, congratulations to you and your team. It’s a great accomplishment to be named as a chamber the year finalist. I’d love for you to say hello to all the chamber champions that are out there listening and share something interesting about yourself so we can all get to know you a little better.

Mark Owens 2:29
Yeah, thank you, Brandon. I really appreciate what you do for our industry. And having the opportunity to be on this podcast, it’s great to to meet everybody through through this platform, and looking forward to meeting others in person coming up soon. We’re really proud of greater Winston to be one of the finalists, and really honored to be a part of this recognition. And it’s been a great a great process, a great journey as a team. And we’ll look forward to sharing a little bit about that with you today. A little bit about me. Fun fact, wow. I think maybe when I was at Presbyterian College, I played soccer there and was able to get an internship at this thing called a chamber of commerce, which I had never heard of before. And so I started as an intern, and then actually worked part time for a year while I was in school at the Chamber of Commerce in Lawrence County, South Carolina. And so work based learning is near and dear to my heart and provided an opportunity for me to to discover an industry I never even knew about as a young person. So internship is is probably that fun fact about me being in a chamber to start off?

Brandon Burton 3:35
Yeah, that’s awesome. You’re sort of a product of the programs that are being modeled at your chamber now. And that’s a that’s awesome. A lot of people find chamber work by accident, but that’s right, that’s about as intentional as you can be doing an internship. So that’s that is a fun fact. Well, tell us a little bit about greater Winston, Salem, Inc, just size, staff, budget, scope of work to set the stage for our discussion.

Mark Owens 4:05
Yeah, absolutely. So we are here in Winston Salem, North Carolina, and greater Winston Salem, Inc was originally the greater Winston Salem Chamber of Commerce. Technically, we are 138 years old. Our chamber existed before Winston and Salem became one city, they were two separate cities. So our chamber claims a little bit of responsibility for bringing those cities together 100 years ago, but our organization is greater Winston Salem inquire the combination of the Chamber of Commerce and the economic development organization for the community. That was a merger that took place in 2019 I moved to Winston Salem in December of 2017, and in 2019 our boards voted to merge economic development back into the chamber of commerce and evolve our name to greater Winston Salem, Inc. Little do we know that our bylaws say our first day is literally April Fools of 2020. And so during covid, I was the only person in the office on the first day of this new, newly named organization. But our team is really focused on three main things. Our vision statement for 2030 which is to be the top mid sized city in the southeast, to be a more equitable community, and to be the best place to raise a family. And we really shape everything we do around that. We have 16 team members here at greater Winston, Salem Inc, about a $3 million budget, and when we started, we were at about 1.7 million. So we’ve had a lot of growth, not just economic development, but specifically workforce and utilizing grant opportunities, which I know we’ll talk about here in a few minutes, but we have a great board, a 29 member board of directors, a community that was built on textile and tobacco, and we’re evolving into biotech, life science and advanced manufacturing being a key component of our membership base. We have 848 members, so we are a growing community, but really tied to the fabric of Winston sale with our rich history, and it’s a great place to be. That’s awesome. Yeah, I

Brandon Burton 6:08
love these communities that have such a rich history. To be able to go back 138 years and be able to see the those beginnings, and see how the communities evolve, see how the economy has evolved, technologies, all these different things, and to be able to be there for the growth and and championing, championing, championing the cause and change, right? So in these chamber, the year finalist episodes, I really like focusing the majority of our time on the programs that were submitted, and your chamber the year application and kind of how they came to be, the history leading up to them, the impact they’re making in your community. And we’ll dive into those programs as soon as they get back from this quick break.

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All right. Mark, we’re back. Let’s let’s jump into the first program that was submitted on your your chamber the year application, if you can tell us what it is and kind of its origins and the momentum that it’s built over time. Yeah,

Mark Owens 8:48
I’m going to start with our Career Ready youth part of our program, and that’s something that’s been really a key component to our community. And what we do at greater with cell make you heard earlier that I was a former intern, work based learning is is really important to me, but our organization has been involved with working with our young people, specifically K through 12, for a long time now, since the the late 90s, we have been contracted by our K through 12 school system to do career readiness and career exploration. We also used to do some third grade reading, coaching, coordination, but since our school district has taken that in house, we’ve expanded what we do as we work on really feeling that start of the funnel of talent pipeline. We know by talking with our business community that access to top talent is a key factor for community and economic development for all of our communities, not just for today, but for tomorrow. And being able to get our community businesses to buy into our goals of being the top, mid sized city, that means we have to retain and prepare our young people for this emerging, evolving economy that we sit in our office. Sits in a factory that used to make cigarettes, and now there’s scientists in here with us doing research on how to regrow organs. And just that evolution of the economy of Winston Salem is why we’ve got to start preparing our young people for the work for tomorrow. So a few of the things that we do, one of which we start with our eighth and 10th graders, we call it wow. It’s called World of Work. We rent out our Coliseum or Wake Forest University, plays basketball, and every eighth grader and every 10th grader in Forsyth County comes through a career fair over a two day period. We’re talking almost 9000 students come through over those two days to see what kind of career paths are out there. We do that about a month before they sign up for CTE classes, because in our community, 99% of students that take CTE programmings Career and Technical Education graduate, as opposed to our graduation rate, which is at an all time high, at 86% so we know that career and technology technology education. And Technical Education provides a path forward in the future of the workforce. It creates more graduates, and it gets those young people ready for that next step. So after World of Work, what do we do next? We have a program called Aspire. It’s for our 11th and 12th graders. It’s paid internships, and we’ve started by focusing at our Title One schools. So those schools that have been traditionally underserved, and these students go through paid internships, $15 an hour, where we receive grants. And those grants, we reimburse the companies for paying for those young people up to $15 an hour for 100 hour internship. So we believe that these young people, you know, have an option to go work, and some are providing in, you know, for family household income. So we believe in paid internships and find ways to really encourage those young people to go explore, whether it’s at Novant Health or atrium health or hospital systems, whether it’s with our banks like truist and Bank of America, or whether it’s in small businesses or startups, we have programs where we can, we can supplement those companies that are paying for these interns and reimburse them. That program was launched, but we noticed something. We noticed that our students needed a little more preparation before they went into the workplace. So we launched our work ready certificate, where now we have a 15 hour credit contact to our credential program, where we do soft skills, mock interviews, resumes, and if they create finish those 15 hours of the credential program, they also receive a stipend where we partner with local big box retailers For Dress for Success program. So we provide them with dollars to go dress and be ready for the the internship placement that they receive. So now we have graduates going through that that are getting placed in their internship program. And we also noticed that we had some students that just needed a little extra mentorship. And that’s where senior Academy comes in, and senior Academy is for mostly for seniors and some juniors that have been identified by their guidance counselors as as maybe just needing a little extra motivation to get to graduation. So we recruit businesses, business members and individuals that want to do one on one mentorship with high school students, and we help them get over the graduation line. We have about 140 students each year, a part of senior Academy, and we’ve about a 98 to 99% graduation rate of those, one on one mentors. So we’re really looking at this career ready youth as an opportunity to look at the entire individual and say from eighth grade on that there’s a there’s a pipeline, there’s a pathway that’s clearly laid out for everybody in our community to participate, not just the individuals that have more resources. And I think that’s been really important in what we’re doing. We know our companies need this workforce of tomorrow, but we also know it’s the right thing for our community to continue to grow and develop young, talented, diverse leaders. And this program is so impactful. It’s, it’s one of our favorite things to do when we go to those graduations and those ceremonies where we see individuals get those credentials, it’s really exciting. That is

Brandon Burton 14:13
awesome. Yeah, I’ve heard of a lot of, you know, career readiness, you know, programs that chambers have done, and they’ll list a couple things, and then you kept saying, and then it leads to this, and then it leads to this, and then it leads to and I love how it’s just all packed together, and it is a roadmap that leads to success. I was curious with the Aspire, with the paid internships, are there certain business types that you’re trying to match them up with or is it open to any Chamber members that want to offer internships? Or how do you go about promoting that and putting those offerings out there?

Mark Owens 14:47
Yeah, that’s a great question. It’s open to every business in the community and all of our Chamber members. So we we really actually target companies in our retention visits. We visit with our. Top 150 employers every year, and we talk to them about their needs and ask them to participate. Of course, there’s some challenges, if in manufacturing and automotive spaces, where you have OSHA situations and safety, but we really actually want it to be, you know, what I would call those office related jobs, or those jobs that they have an interest in, like construction working in construction management or in a law firm. Our real goal is that these young people dream and hope and see what’s out there and and that they get this opportunity to be exposed to new career paths that they maybe thought weren’t attainable. We want every student to feel like they have the opportunity to have an internship and understand what it’s like to work in an office or work in management, or work at a bank or or work at a hospital. And I think one of the biggest surprises Brandon that we’ve had is that some of our young people that have done paid internships at the hospital, we’ve had 10 students at the hospital, is hired on part time to continue that after the internship, so they’ve gotten great career opportunities and jobs right off the bat, and it’s really something that we weren’t expecting to happen. But students are saying, you know, I never knew that I could work at a hospital. I didn’t think that was for me. And now there’s opportunities that open those doors and provide opportunity beyond just what they could dream. So we try to open it up for everybody, but it’s really intentional in our marketing efforts, and one on one communication, we really go ask, and we tell the company that, hey, we’re going to reimburse you. There’s no cost to you, just your time. And that’s really been a great thing to break down the barrier. And one last thing I’ll say on that Brandon, we also provide transportation. So if these young people don’t have transportation, we’ve partnered with a local, you know, what we call micro transit company, that can go pick up these young people and take them to and from their jobs. And so that’s been a barrier that we’ve been able to eliminate in this process.

Brandon Burton 16:56
That’s awesome. I love the exposure and getting these young people exposed to different career paths and opportunities and show them what’s possible, but also give them a taste of what it’s like to be in that setting. Because maybe they hate it, maybe they intern at a law office and think I don’t want to go to law school and spend hundreds of 1000s of dollars in student debt, but to be able to really set them on a course of what it is that they want to do and what they don’t want to do, I think it’s just as important, man. You

Mark Owens 17:27
took the words out of my mouth. We just talked about that this morning. We had an intern here working with us, and I said the same thing, you may find that you love it. You might might find out it’s not for you. And both things are incredibly valuable. So you’re right, it just gives the gives them an opportunity to see what’s out there and and try it before they go down that pathway. And if, if they do like it, then that’s where, you know, this second program we’ll talk about in a second kind of ties in, because we don’t want that pipeline to stop at one spot. We want to be able to help those students progress

Brandon Burton 18:01
in their careers. That’s right. Now, you guys are obviously about stacking these programs on top of each other, so let’s, let’s see where this takes us. So they graduate. You know, they’ve had these internships, they’ve got the Work Ready certificate to be ready for those internships, or dressing for success. They graduate now. What now? How do you continue them along that

Mark Owens 18:21
path? Yeah, it’s this is an area where I do hope we can improve a little bit, because there there may be some leakage in the pipeline here when when they graduate and go to school or go in the workforce, it’s hard to track where everybody goes and stay in touch, but that’s where this next program for scythe works comes into play. And what we saw is that we have a lot of organizations in our community, probably like yours, that are listening, that do workforce development or some component, but we’re not as coordinated as we could be. We, you know, you’re you’re sending somebody who’s looking for a job opportunity or more training or job interview skills or whatever it is. You may send them to two to three, four locations just to to fulfill and get all the knowledge they need. So we applied as a group to the county for for an ARPA grant through the American rescue plan act, and for what’s called for scythe works. What that is, it’s the county. It’s us. Is greater in salmon. It’s our goodwill partners. It’s our school system and our community college for site tech, the five of us are all on this grant, and it’s created a one stop workforce hub location. We physically moved our chamber office in with the career and workforce team of Forsyth Tech here in innovation quarter on Winston Salem, we share an office every Wednesdays. Walk in Wednesday people can come in any day, but we we target Wednesdays for one on one, career coaching, interview, training, access to scholarships to go to for site, tech, whatever it may be to help them access new openings. In addition to hosting seven seminars a month for the community, they’re all free of charge through the. Grant to be able to talk about re entry after maybe something that happened in the law or or stepping away to be a stay at home parent, re entering the workforce or hiring individuals with neurodiversity issues. So there’s a lot of great things that we’re doing there. We also created forsythworks nc.com, which is a one stop shop for job posting. We’re aggregating job postings that we’re seeing through indeed and other places all to one site, so somebody can go to that site say, hey, I’m interested in this job. Here’s the training that it would take. Here’s how I can go ahead and register for that training, or register for classes for SciTech or Goodwill’s offering this program. Here’s the expected salary range in that industry field. It’s really a way to kind of come alongside an individual specifically as the American rescue plan act designates qualified census tracks more underserved communities to really help and create economic mobility. That’s one thing that we’re really passionate about, is be a more equitable community, as you heard in our vision, and we believe we can do that through economic mobility. So access is key to this. So we’re doing that in English and in Spanish, and trying to make sure everybody has access to the information, the training, the skills and the tools, so that ultimately they get that career that changes their lives and their family’s lives. So we’re really, are of trying to stack, to be honest with you, we keep finding challenges, and that’s why we keep trying to add on to it. If we, if we kind of just pieced it together, we may not have it as comprehensive, and we’re not done. We want to keep growing and find new solutions, but we’re really proud of that partnership. So now we’re all working together, and everybody is on the same page, going in the same direction, and it’s creating some impact. It’s only been launched for about a year, and so we’re starting to see some great metrics come in,

Brandon Burton 21:49
awesome so I’m curious with the job posting site, the reference so it’s aggregating from all these different resources of job postings and putting into the one, one stop shop to be able to find a job in the community. Is there a certain platform you guys are using? Is it a proprietary thing? Or how are you aggregating all these different job postings? Well,

Mark Owens 22:10
you know that this one, you have people on your team that are smarter than you, so I’m not sure I’m the best. Then I can tell you, it’s an RSS feed we’re pulling mostly from indeed, but we also have in our, I think it’s a WordPress designed website to where we have a job board in there, and we give access to all of our partners to be able to enter it in. So most chambers, right, probably have job boards that your members can post on for free or for cost, or based off of a tier, we have that as well. So it’s really just kind of pulling all of that into one page. Sometimes the job will click you and take you to an indeed, posting. Sometimes it’ll take you straight to a company’s website. But it’s really designed to try to help the seeker go to one place, instead of needing to carve out and go to different sites to do that. Yeah. So

Brandon Burton 23:03
it sounds like you hire well as well.

Mark Owens 23:06
You have a great team. I can say RSS feed and WordPress. If you ask me how to do the those things, that’s not me. But I know, I know the little, really good team that makes all this possible. For sure,

Brandon Burton 23:19
absolutely. The key thing is that it works. So that’s, right, works. Yeah, that’s awesome. So I like asking, especially with you being a chamber, that you’re a finalist. I mean, you guys are kind of top of the game right now for chambers that are listening and wanting to take their chamber up to the next level, what kind of tip or action item might you share with them to try to accomplish that goal?

Mark Owens 23:43
Yeah, that’s a really good question. I first want to just say our board and our staff that’s doing this amazing work together, and what it’s been really fun about this process, and I think kind of, as part of my answer to your question is we didn’t set out to go try to win an award. We tried to set out to make a difference. And I think whatever your community is facing, it’s going to be different for everybody. And so the first thing we did was go ask and listen and adapt. And I think that would be my first thing is go go together with partners and go find out what your members and your businesses are facing. We we sometimes get caught up thinking we know what our businesses and our members need, instead of listening first. So I think our first step was listening and then set out to really adapt and evolve and sell mission investments, not just transactional memberships, and really try to find a way to say, hey, we’re moving the community forward through our work, and we want you to be a part of that. So honestly, I would say, Put your head down a little bit. Go, ask. Go. Listen, it doesn’t happen overnight. We’ve been working on this. We’re honest. Were a little surprised to be a finalist. We again. We didn’t set out for for this as our goal, but the process of going through this has sharpened us even more. Has helped us put our plans together and and really audit ourselves and say, What are we doing? What are we doing? Well, what can we improve on? And I would just the last thing I would say is don’t be afraid to try something. If it doesn’t work, it doesn’t work, you can try something again, but it’s really exciting, and I’m really thankful for ACCE, the regional associations, chamber, chat, podcast, sharing ideas, to be able to listen and find new ideas is really impactful. And I just encourage you to start by saying, we think we know what we’re doing, but let’s go ask and confirm that with our businesses and make sure we’re providing the value that they want, yeah,

Brandon Burton 25:50
and that I can appreciate. You know, the the application process, and like you said, not going out to to win an award, but the process has sharpened you to refine things, and I can see where you can look at all your programs at work and be able to almost organize them in a way that makes more sense, on a kind of a flow chart, if you will, that maybe that structure has always been there, but to see it laid out and presented in a way that makes sense, I think, really helps to get everybody on board and and, like you said, to be able to sell the mission of The Chamber and what you guys are after, rather than transactional members. So that’s very well said.

Mark Owens 26:26
Thank you. Yeah, and I just want the listeners to know, like, I worked in a smaller chamber with five people. I worked my first job was two and a half people. I was the half as an intern. I think there’s so many skills that transfer from small and larger chambers. I mean, it’s different challenges, but at the end of the day, if we all can just listen to our community members roll our sleeves up and try to get after it. And really, I know it’s hard sometimes to pause and work on your chamber instead of just in it, but I think that’s so important to step back, and this process has helped us to really, like I said, audit what we’re doing. Where are our gaps? What can we improve? And I think if you take that time to do that, those those retreats, or whatever it may be, it really sets you up for success. And your community will see that, and your businesses will will invest in you.

Brandon Burton 27:17
Yeah, I think that’s wise. So I like asking everyone I have on the show, as we look to the future of chambers, how do you see the future of chambers and their purpose going forward?

Mark Owens 27:29
Yeah, this is a great question, and it’s actually something that I think about a lot and read about with the horizon initiative and other things a lot, and it’s chambers are evolving. We’ve been around for a really long time, and I think we’ll be around for a really long time, but we all know that, as you know, Zoom has changed what we do. Let’s just call what it is we used to be in person all the time. You got to adapt and how you engage. And I think the future of chambers really, really is going to be focused around talent. And I really believe that networking and marketing and membership, activities and events is the bread and butter, and it’s crucial. But if we can figure out as an industry how to maximize our value as it relates to talent, attraction, retention and development, that’s an area that’s so important for our businesses across the country right now, we all know that shortage and how hard it is to do it with our own teams. Think about our businesses and what they’re facing in this if we can help solve that problem, or even just ease the tension around talent development, how can we continue to adapt? But I do you know, honestly want to it’s going to be harder and harder to get memberships. You know, companies are tighter, especially post pandemic, it’s tighter membership numbers take more effort to do. And I fully believe in selling a vision and why you’re doing things, not just what you get back for it. And I think that’s been the area that I think if our industry can continue to push forward on selling the vision and selling the balance of Community and Economic Development together, that’s where the future of successful chambers are going to go. And you know, we can’t be all things to everybody, but we can guide a community forward and try to be catalytic leaders in our community, get everybody on the same page. So it’s going to be a challenge. We’re going to be learning from each other. And can’t wait to listen to more episodes, to steal ideas from from my colleagues, for sure.

Brandon Burton 29:30
That’s right. It’s your your weekly R and D resource, right

Mark Owens 29:34
here. That’s right.

Brandon Burton 29:36
Well, Mark is as as we wrap up, I want to give you an opportunity to share any contact information for listeners who want to reach out and connect to learn more. How about about how you guys are doing things? Where would you point them? What would be the best way for them to reach out and connect? Yeah, I

Mark Owens 29:51
would be honored to connect just when, when you email or LinkedIn message, we know I’m going to have questions for you too. So prepare for a two way conversation. But it’s Mark Owens, markowens@winstonsalem.com or I’m on LinkedIn as Mark Owens with Greater Winston Salem Inc, those are the two I’m probably monitor the closest, and would love to reach out, connect and and really appreciate the opportunity to share what our team and our communities doing. I love this industry as somebody who’s been in it since an intern, and hopefully we can continue to to open the doors for future people to come in and be a part of this. But look forward to connecting

Brandon Burton 30:33
absolutely I’ll I’ll get that in our show notes for this episode make it easy to find and and shoot that email or click that LinkedIn link and connect with you, but Mark, this has been great having you on the podcast again. Congratulations to you and your team. I wish you guys the best of luck in Dallas as chamber of the year.

Mark Owens 30:52
Thanks, Brandon. Appreciate being with you. If

Brandon Burton 30:56
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The State Chamber of Oklahoma-2024 Chamber of the Year Finalist with Chad Warmington & Brent Skarky

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your hosts Brandon Burton. And it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

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You’re joining us today for a special episode in our 2024 ACCE Chamber of the Year Finalist Series. And our guests for this episode are Chad Warmington and Brent Skarkey. Chad has a rich history with the State Chamber of Oklahoma, where he serves as the President and CEO Since 2020. Under his leadership, the Chamber spearheads pro business advocacy and political affairs on behalf of Oklahoma’s business community. Brent is a long term media personality and communications professional in the in Oklahoma. Brent currently is the Senior Vice President of Communications at the State Chamber. Previously, he worked in local news and sports, but Chad and Brent, I’m excited to have you with us today here on Chamber Chat Podcast. I’d love to give you both an opportunity to say hello to all the Chamber Champions that are out there listening, and to share something interesting about yourselves, so we can get to know you a little bit better. Chad, would you like to take the first stab at it?

Chad Warmington 2:08
Well, I was gonna pull up, pull rank and make Brent go. So

Unknown Speaker 2:11
there you go.

Chad Warmington 2:15
So Brent, you get to go first.

Brent Skarky 2:16
Well, just happy to be here. It’s an honor to be in the running for prestigious award through a very prestigious Association, and we’ve done some great things here at the Oklahoma Chamber, and I’m very proud to be a part of it as the communications guy, and excited to keep the message going. I think we’ve got a lot of momentum here at the Oklahoma chamber, and excited to be a part of it. And something interesting about me. Played so much golf lately, I first have golf elbow for the first time. So some of the olds out there can probably relate to that

Brandon Burton 2:53
golf elbow. Alright, that is so

Chad Warmington 2:59
not interesting. I mean, okay, we’ll go with that. I wish I had something better. Yeah, no, I think, you know, I was just thinking, I mean, was always interesting for me. About Me is living in Oklahoma, and it’s a great state, right? But I’m originally from Michigan, and so I sometimes just kind of Marvel here now, coming up on year, like 27 or 28 of being here, that that Oklahoma is my home. But it’s funny how often it comes up that I’m a non native Oklahoman. And so I’d say the interesting thing is that at some point I’ll get to be, you know, get to be a certified card carrying Oklahoman. I’ve got three Oklahoma born and raised kids, but running the State Chamber of Oklahoma for a Michigan guy is a pretty cool gig, and I’m pretty excited to be here in Oklahoma, and I’m pretty excited about what we’re doing

Brandon Burton 3:48
at the chamber. Yeah, no, I can. I can resonate with that. I’m a born and raised as a California and I’m in Texas now. So took a while for Texas to accept me, but I feel like I’ve been embraced, and then I’m now a Texan, so I understand that it’ll happen. It’ll happen

Chad Warmington 4:05
one of these days. I’ll get, like, a ceremony and a certificate or something that’s right,

Brandon Burton 4:11
a belt buckle and hat has a

Chad Warmington 4:13
That’s right. That’s a great idea. Yeah, maybe we’ll start that. There’s a new chamber program for next year.

Brandon Burton 4:18
There you go. So I’d love for you guys to take a moment to tell us a little bit about the State Chamber of Oklahoma. Give us an idea. Obviously, it’s a State Chamber, so we understand, kind of the you know, the area you cover, but give us an idea of staff, size, budget, scope of work you’re involved with those sort of things to kind of set the table for our discussion today.

Chad Warmington 4:40
Yeah, I’ll jump in on that. And again, happy to be here and excited to talk to you a little bit about the State Chamber of Oklahoma. So when you know, when I’m going around the state talking to local chambers, I always try to, you know, point out kind of where our area of work is. And so for me, what I like to say is, you know, local chambers have such an important. Role in their communities, and they’re doing so many more things that we’re not doing in terms of just community development and the networking that goes on and economic development in a lot of cases. And for the State Chamber of Oklahoma, our field of work is really what we call, what I call 23rd and Lincoln, that’s the cross streets of where our state capital is. And so our focus really is on what happens in that immediate area, either under the dome at the legislature or with the executive branch, in all the executive branch and regulatory agencies. And so for us, you know that that’s kind of our everything, and that’s why it’s so great for us to be able to spend time with local chambers, hearing about those policies that we’re working on and how they’re impacting communities. So this our chamber. When I arrived here in 2020 I had about a solid three weeks before covid hit and and then the world turned upside down. So we’ve had quite a bit of change from the from that time we were a staff about 26 at the time that went down, I think our post covid Low is about 10 or 11 on staff, and now we’re back up to 20. And so you’ve had a, you know, significant turnover in our staff, which has been great. We’ve been able to bring in a lot of really good new people, and it’s been a fun team to be a part of. We’re running around about a $5 million chamber a year and and hoping to, you know, see that grow like I always tell the team, it’s, you know, more money, more mission, more revenue, more opportunity to, you know, to really impact Oklahoma and to help grow and make our mission of making Oklahoma the best place in the in the state or state, we want it to be the best place in the state, best place in the country, to grow a business and So, you know, obviously for us, you know, being a nonprofit doesn’t mean we’re not motivated by that. For us, what motivates is more revenue. We get to do more mission, and that’s what we’re excited about.

Brandon Burton 6:50
Absolutely brand anything you’d like to add to that.

Brent Skarky 6:54
Well, coming from the news background, I always knew the chamber as the voice for business in Oklahoma, and I, my mission coming on board is to make it even more so you’ve got a lot of great local chambers that do a lot of great work with the local communities and furthering business in their communities. But really it is our charge, our mission, to make sure that we are the voice for business throughout the entire state, political times, or, you know, going everywhere, as far as special interest over here and special interest over here, but it really is our goal to be that voice for business, to be some one that speaks up on behalf of the business owners and the companies of Oklahoma, and in turn, grow the Oklahoma business environment to make sure that, like Chad said, The best place in the country to grow, start and relocate a business.

Brandon Burton 7:45
Very good. Well, I know you guys are doing great work there in Oklahoma, and we’ll, we’ll dive into that, some of that work as we format these chamber the year finalist episodes. We really like to focus a majority of the conversation around the the two program synopsis that were included on the chamber year of the year application. So we will dive into that in much more detail as soon as we get back from this quick break.

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All right, we are back from our break. How. I’ve wanted to have you guys kind of introduce what the two programs are at just a high level, and then we can dive into each one individually in more detail. So I don’t know, Brent, would you like to tell us what the what the two programs are,

Brent Skarky 10:16
sure? And I think it is pretty universal for a lot of states and chambers across the country, two big problems for the Oklahoma business community, workforce and taxes. Workforce has been a problem for our state and a lot of others, even before the pandemic, but obviously covid made it a an acute problem for a lot of different business owners and business communities throughout the state, we have done a deep dive into seeing what the real problems are with the workforce chain, and what we can do to transform the pathways, to make sure that Oklahoma has the workforce, not only to grow the state, but to really make sure that our existing companies have the workforce they needed, both the numbers and the trained employees they need to flourish and and grow their businesses, and in turn, grow the economy for the state of Oklahoma, and we’ll get into the specifics of that a little bit later. Then, on the other hand, taxes. Oklahoma has always been fairly competitive when it comes to taxes, but we had been slipping in the last couple of years. We once again did a big research dive into what where Oklahoma stands on the national level, and we found that the news just wasn’t good. So we took a look and how we can change things, and teamed up a lot of very prestigious organizations and very learned organizations when it comes to taxes to make sure that we were on the right track. And I think we’ve got a pretty good plan that we know we can’t implement immediately because change at the state level is never quick and never easy, but we’re making progress, and we continue to push forward. Because I think really when it comes to recruiting new businesses, tax code is a huge thing. Talking about that absolutely.

Brandon Burton 11:54
And Brent, I think you gave a great overview there. Chad, would you like to dive in on the workforce issues and kind of the origin and why that was such an area of importance to really tackle on the chamber level, and to to have this kind of rise to the top as a program to submit on your application. Yeah, well, so when

Chad Warmington 12:15
I got to the chamber again in 2020, for me, I wanted to really focus on being really data driven in terms of what we spent our time on. It’s easy to get, you know, kind of in the bubble of your own building and thinking about the issues that chambers always talk about. But I wanted to know from business leaders what their biggest concerns were, you know, from, not only from our members, but I also wanted to know kind of what business leaders around the state thought, you know, for me, you know, the value proposition what we do is that we’re we’re working on things that are that are headaches to businesses, or that are things that keep them up at night. But if we don’t know what those are, and we’re talking about things that we think they are, it seems like kind of a risky proposition. So for us, we really started out with research, and we went and we asked our members and business leaders around the state, you know, what were the most important things to them, what are the biggest concerns that they had? And so for us, our policy development process starts there every year, every year we do a business leader survey, and that drives our agenda. And when we got so after our first edition of that, we got the results back, and I’ll never forget, we were sitting in our conference room, and workforce was at the top of the top of the issue. It was 62% there wasn’t even a close second in terms of what business leaders were concerned about. And we’re sitting around the table and and I said to the team, well, what, what does this even mean? Like, what do we even have a workforce agenda? And the answer is, we didn’t, and we didn’t know really what it was that we were going to try to go address. And so for us, you know, building a better equipped workforce was a key, you know, issue for business leaders all across the state, because they couldn’t find quality access to the people that needed to grow their businesses, and then, therefore, Oklahoma’s economy wouldn’t grow. And so that kind of started a journey for us, which turned into partner with the governor. We got a big grant from him to go out, and we hired McKinsey, an international consulting firm, to come in and help us diagnose like, what is going on in Oklahoma’s work, workforce ecosystem that’s not working. Why are we not getting the talent that we need? And so spent about six months with them, and really came out of it with some pretty clear ideas on things that we could do to address the challenges that Oklahoma’s workforce, you know, faced. And so it’s been a really great eye opening experience for us to get to always go back to the data, right? We’re tracking our progress. We identified the issue. We’re tracking our progress on are we moving the needle on it? And I think that’s the way we’re going to continue to run as long as we’re here. I want to always make sure that we’re we’re focused on things that really matter to businesses, and that’s how we got that’s how we got started in the workforce. Space, yeah, I’d

Brandon Burton 15:01
say 62% on that feedback of the surveys that workforce really matters. And like you said, addressing workforce is going to affect the overall economy throughout the state. So I think that it becomes obvious, as you’re stating, that this is a an area of focus, that the Chamber needs to be involved with Brent, as far as the execution of this goes, what what’s been at some of the implementation tactics being used? Well, I

Brent Skarky 15:27
you take that data, data, and you look at it, and you try to figure out what was going on. And chance told this story a million times that we had a an initial plan of the workforce pipelines drawn up by some of our researchers, and they put together a chart. We call it our spaghetti chart because it looks like a plate of spaghetti. The pathway is just going all over the place. And this organization reporting to that organization, but they don’t go through this organization, and they don’t communicate with this organization. A lot of great workforce related programs going on, the state workforce related offices throughout the state that are doing great things, but they weren’t coordinated. They weren’t talking to each other. And we looked to other states to see how they did it, and we saw that there was a plan to coordinate everything going through a centralized place. We called it the Oklahoma Workforce Commission. We drew up legislation that would implement that, but we wanted a body that had autonomy to make decisions on how to best coordinate pathways for workforce to get optimum number of people trained, to get optimum number of people into the workforce, and to get those high level jobs, or those high level skills that the Oklahoma workforce needs to flourish and grow. So we worked with legislators, we work with private businesses to develop a plan that ultimately was the Oklahoma Workforce Commission, which needed legislation, but it also needed help from the governor’s office to implement as well. Because there are federal dollars that go into workforce, that that need to be funneled a certain way, and then there are state dollars that need to go into workforce, that need that the permission of the legislature to then be accessed. So it was a long process. We involved a whole lot of different offices on state level, and we were able to, last year, push through SB 621 which is the Oklahoma Workforce Commission. It is a nine person, private business person commission that will ultimately lead to better coordination in the workforce. And Chad was very skilled on some of the inner workings that it took to make this happen, and has definitely looked to other states to make sure that we’re doing this the right way, because we felt that having that private business voice was very important because the bureaucracy of the state level really hadn’t worked so far.

Brandon Burton 17:44
Yeah, so I like when a chamber can see a need, create a program or an approach and be able to spin it off so it doesn’t have to stay within the chamber forever, and it can be thriving as its own entity. What kind of connection is there with the chamber today, with the Oklahoma Workforce Commission? Is there still feedback? Do you guys sit on a board or committees, or vice versa, or have What’s that relationship look like today?

Chad Warmington 18:12
Yeah, it’s a really good question. I like to always say is, you know, it’s a crawl, walk, run, approach, on the on the Workforce Commission, right? And what I really like to say is, it’s our little baby bird, and we keep nurturing our baby bird. It isn’t quite flying yet, but it’s getting there. And so I think our relationship right now, or our connection, is one we you know, we’re pretty passionate about who got on the Workforce Commission, and so there’s three appointees each by the President of the Senate, the Speaker of the House and the governor, and we did a really good job of vetting people and then suggesting names to them, because we were really concerned about who got on it. So we still have that connection that we vetted most of the people that are on it, and then, frankly, part of the deal was we got some ARPA dollars, some American rescue plan dollars that were dedicated for the commission, but there weren’t any state dollars at first. And so once we got into that, we realized that the ARPA dollars really aren’t appropriate for administrative costs. So we’ve really kind of taken the lead on kind of shepherding it through this kind of initial six months until we just got we’re able to get some state appropriations for it, and now they’ll be able to go out and hire their executive director and get going. It’s only been up and running about six months. So we’re very connected to it. Our goal is, obviously launch it and get out of the way, but we’re also willing to do whatever it takes for it to be successful. And so we’ll continue to, you know, keep that posture that until baby bird flies and leaves the nest. We’re going to do everything we can to, you know, to keep nurturing it because we know, we think, we know it’s going to be impactful. And the folks that have been appointed to the Commission are really good, sincere, you know, private sector leaders who want to see this work. And so we’re going to do whatever it takes, frankly, to keep it going. Yeah, and. I’m

Brandon Burton 20:00
sure there’s all sorts of intricacies we can dive into, as far as the staff and how their, you know, roles are developed and and just the whole structure of the organization. And I think it was alluded to that similar things have been done in other states. So there’s models that you can look at. There’s, you know, other chambers can look to you. Other states can look to you as you kind of looked around the country as well. As we shift gears a little bit, but let’s shift a little or focus over onto the tax reform program or issue that was on the application. Chad again, if you want to give us the origins and why this was important to you. I imagine it was data driven, as your other program was, but tell us more about that.

Chad Warmington 20:50
Yeah, it really was. And again, particularly when you get into tax policy, there’s a lot of ideas and thoughts and opinions on what you know, what are the appropriate tax policies or tax reform that a state should pursue. And so again, we tried to kind of come at it from a little bit of a different view, and said, How do we make sure that Oklahoma’s tax code is competitive? And so if, at the end of the day, in terms of economic development and growth, you have to have a competitive tax code, well who’s the best to kind of measure where we where we rank on that? And again, it goes back to us, kind of in terms of the three things we do, policy, policy, policy, politics and advocacy. And we really wanted to dig into the policy on this tax reform, but we wanted to approach it from a more of an unbiased viewpoint. It’s real easy for me to think it’s, you know, gotta be, by golly, it’s gotta be the personal income tax, and we’ve gotta lower that, and that’s what’s gonna drive economic activity. But I wanted to know that for sure. I want to look at states that were doing really well, and look at our tax code as compared to the states that were so we ended up hiring the Tax Foundation based out of DC, which is a nonpartisan, really well, you know, respected organization, and said to them, Look, we want to do tax reform, but we want you to tell us what makes us the most competitive, and then we want to be able to go back and track that over time. We want to score ourselves based on if this is what competitive looks like, and we’re here. How are we going to get where we need to go? And then let’s score ourselves. And so again, it was really very data driven, and the Tax Foundation put together a fantastic kind of guideline for us to share with policymakers on what would make Oklahoma’s tax code competitive. And you know, when you’ve seen one tax code, you’ve seen one tax code, they’re all different. And so we have a really interesting mix of lower property taxes, little bit higher sales taxes and kind of a medium income tax. But where does that put us in terms of overall competitiveness? I think the Tax Foundation gave us a really good roadmap of how to make sure we balance those things in terms of what makes it competitive, but also be politically smart, like what is actually doable in the state from policy standpoint, and so it’s been a real fun journey. And the funny thing about this too, is we did this two years ago, and I tell our team, it’s our example to remember that sometimes you got to plant the seed, but it doesn’t grow right away, and it took a full year before somebody went. The chamber has a tax plan, you know? And when it did, though, it bid hard, and we were able to get real good movement on a number of portions of that tax policy. And so I think, just as a, you know, as a reminder to all the organizations that are out there listening, you always won’t see the results right away of what you do, but you got to stay the course, and if it’s good policy, eventually people are going to pay attention. It helps to have, you know, a communications team that Brent leads, that does a good job of promoting it, but good policy wins out, and stay the course when you know it’s the right policy for your community or state that you’re working in. Absolutely,

Brandon Burton 23:52
I’m glad you guys took the interest to do the research and hire the team to be able to create those KPIs and those guidelines to be able to measure your success, and what would make Oklahoma successful. And as we know, chambers don’t, you know, create tax law, right? But you can do the research. You can plant those seeds and Brent from those seeds that were planted. How have you seen it grow to where it is today? Well,

Brent Skarky 24:21
I think Chad brings up a good point, like sometimes you look at taxes and just think, cut the income tax, and that’s going to be the end all be all and everyone’s going to be happy. But we took a strong look on some of the business friendly taxes, or business not friendly taxes, that were on the Oklahoma code. And where can we make those changes, smaller tax changes to make Oklahoma more competitive. We did away with franchise tax, which was a antiquated tax that was really just a tax for doing business in Oklahoma that makes us very uncompetitive on the national scale. We also did full expensing of capital equipment that frees up businesses to grow in their own. Space, and we also push a different income tax code, but we also know that condensing tax brackets is also a way that Oklahoma can make some serious progress and be more competitive. And really it’s worked. We haven’t gotten everything through that we wanted to, because tax reform is tough, and you’re always going to get pushback from lots of different sides, but we’ve gone from 30th in the country to 19th in the country in just two years, and that has been a testament to Well, first, our staff pinpointing those tax changes that can be made, but also our government affairs staff really advocating for those smaller tax tweaks that can happen that that make a big difference, specifically when it comes to the business community, and for people looking at our tax code from the outside state. So implementing those and educating the public, we get a ton of media interest every time we talk taxes, because, let’s face it, affects everyone exactly, exactly. We just did a grocery tax that has been very popular, obviously, with the masses. But, you know, there are intricacies that we thought might be better when it comes to using that money to grow the economy. And we educated a lot of people on that, and I think that actually resounded pretty well with legislature, because it’s not always just about, you know, the bottom line, when it comes to the number, it’s about making sure the money is available within the business community to grow the existing businesses, to increase the economy.

Brandon Burton 26:31
Well, I’m impressed being ranked 30 in the nation and moving your way up to 19. I mean, you can’t get everything you want, or else you got nothing left to do right? So you got to have that job security and keep moving forward with the progress. But that is a that’s a needle being moved in a great way. So congratulations on that, and and I’m sure it’ll continue to move in the right direction as well. So great, great programs you guys have submitted, obviously making an impact in Oklahoma, and, you know, kind of leading the charge for for other Chambers as well, and being supportive there Brent, you have something to add well,

Brent Skarky 27:12
and I’ve always been a fan of Chad’s overall vision for the chamber itself is to tackle big issues. Lots of times, State Chambers will get bogged down, a little bitty tweets, little bitty nuances for specific businesses, for specific members, but we really have taken a big picture approach, doing things that will change the state to not only make it better for business, but to make it better for all Oklahomans. We passed some legislation this last spring to rework graduation requirements for Oklahoma K through 12 students that will help them have better options, ultimately leading to better jobs for them, but it helps the business community as well, because we’re going to get more trained, skilled employees and workers into the workforce, but not always. It’s not always a chamber that looks at the big picture like that, and I think we’ve done a pretty good job with that, through our workforce initiative, through our tax initiative, and some of the changes we’ve made there.

Brandon Burton 28:08
Yeah, now as a State Chamber, you guys do a lot of the heavy lifts, for sure, and I’m always amazed and appreciative of state chambers to be able to do that and provide those resources for the local chambers just take back to their communities and really amplify the advocacy that you guys are involved with and making those, those big changes. I do like to ask, as we have you guys on the podcast as a chamber the year finalist, you guys are kind of the top of your game at the moment, what kind of tip or action item might you have for listeners who are wanting to take their chamber up to the next level, but what might you suggest them to try to implement or to try to work towards that goal? Well, I

Chad Warmington 28:50
think for me, what I would say is we wouldn’t be able to do any of the stuff we’re doing if we didn’t have a team that worked really well together. And so, you know, I know that every leader has that issue of trying to get your teams to be a team and to have that collaboration. When I got here, we were very siloed off, you know, marketing and membership stayed in their lane. You know, government affairs did their thing, and there wasn’t a lot of communication back between the two. The Communications Department was kind of trying to pick up things from each of the other two departments, but there just wasn’t. There was very much siloed off. And I think the thing that for us, that made, you know, that’s really helped us turn everything kind of around and have a lot of success in the last couple years, is we knocked down all those silos, and we really are very collaborative. And frankly, we, you know, there was people that we brought in that didn’t help, and they’re no longer here. I mean, so it was a little bit of a trial and error getting the right people that could do that, and, and so my, my guess, my strong encouragement is, you know, focus on that first. Because if. You get that right once you, you know, once you kind of figure out the things you need to do for your community or your state, they become much easier when your team is a team. And then the last thing, I think is in this is, over the last year, we really implemented this is, we’re trying to build kind of, you know, excellence down throughout the organization, get people to get outside of their, you know, of their, of their, just their department. And so we’ve got cross functional teams that are working on things this year. So we as a team spent two days off site developing what our kind of four top, you know, priorities for the year are. And then we built and self selected a team within the chamber that has members from every department working on it. And so we’ll have a communications person working on a revenue issue, you know, for us, or we’ll have, you know, somebody from membership and marketing help understand, you know, what we’re going to do in terms of how the best communication strategies that we want to use are the software we use. And so we’ve got these collaborative teams that are, you know, cross pollinating each other, and I think that’s the single best thing that we’ve done in a long time. It’s been fun. We have a monthly reporting session. We have a leader of each group. And it’s been fun to get, to get and sit in those meetings and have them report back, and have our comms person leading, you know, the discussion on internal software programs that we’re going to use, you know, and so it’s an opportunity for them to grow. But what it really does is it build that sense of team. It builds the communication skills that we need internally to go get these things done. And it’s been just an eye opener for me in terms of, I’ve always, you know, known how important was to break down those silos, but to take it to the next level and force those people to work together has been a game changer for us.

Brandon Burton 31:41
Yeah, I love the idea of cross pollinating, so it does really help when you are in your, you know, maybe formally siloed area, to know what the other team members are doing, so you can work cohesively towards a common goal. So I love that idea, and that’s that’s so important to being able to elevate your organization, for sure, Brent would do you have anything that you’d like to add?

Brent Skarky 32:06
I we’ve got a great board here at the Oklahoma State Chamber with a lot of very well respected business leaders, and from a communication standpoint, I love that, because I’ve been able to use those people as our voice. Obviously, you’ve heard Chad, he’s an incredible public speaker, and we’ve gotten him out, spreading the word, I think, just the awareness of what we do. And, like I said, being that voice. But circling back to the board, using those board members as your voice as well. They are experts in their field. They’re well respected across the state, and to get those people out front, leading the charge with you as well as important. I mean, yes, do the work yourself. Speak out yourself and let people know what you’re doing. We use your board members as well as as great PR representatives, because honestly, a lot of people know them in the community, and it’s just another respected voice out there that will ultimately lead to more success for you, more buy in from the community, and just better public perception in general. And I think that it’s important to use all the tools you have at your disposal.

Brandon Burton 33:10
Absolutely. Great tip. I love it. So I like asking everyone I have on the show about how do you see the future of chambers and their purpose going forward?

Chad Warmington 33:22
That’s a really good question, and it’s one I think about quite a bit, you know, I think we all realize and are seeing, you know, what I like to call kind of community or civic engagement is declining. People don’t spend the time in either on chamber boards or on, you know, community organizations that they used to. So how do we one, how do we, you know, get people to spend, you know, their volunteer time on with us, on their issues. And I think it’s really pretty critically important, because if it’s not chambers leading the way on things, who’s going to, right? I mean, who’s going to step in and fill that gap and fill that void, if chambers aren’t stepping up, and community leaders aren’t stepping up, you know? So I spend a lot of time kind of, frankly, frankly worried about that. I think what we’re finding, though, is that, you know, it’s like a flywheel, right? You know, I love the good to great concept. And if, for those of you who haven’t read Good to Great, there’s a, there’s a, they call it a, there’s a version. It’s called Good to Great for the social sector, sports, it’s for people like us that are running nonprofits. And part of that flywheel is getting people involved, and the more that they feel like being involved with you serves their community. It kind of builds that flywheel effect. They want to stick around and they’re telling their friends about it. And so we’re really trying to do that. We’re really trying to recruit leaders who are going to help us recruit other leaders and keep that momentum going, because civic engagement is dropping, and if not us, who and and it’s all, you know, our success is really determined based on the quality of the volunteers that we get to come help serve, you know, on our boards and on our committees. And so we got to keep that up. And. The I think it’s something that probably all of us, you know, may lay awake at night a little bit worried about, about how to keep up civic engagement. Yeah,

Brandon Burton 35:07
and I think that needs to be preached over and over and over again. If you know who’s going to fill that void, is it echoes, you know, to chambers across the nation. So we will, we’ll keep pounding that drum for sure. Brent, how do you see the future of chambers going forward?

Brent Skarky 35:24
I think Chad, hit it right on the head. We’ve had a couple of state questions that are going to be detrimental to the business community come across the Oklahoma legislature and the Oklahoma just overall landscape in the last couple of years, and who’s going to go to bat for the business community. In that kind of situation, it’s got to be someone, and in this situation, that’s us, and that’s really what you’re supposed to do in that situation. And I think it’s important in the social media world that we all live in to not be afraid to tell people what you’re doing. Tell people that, yes, we are leading the charge on this, to make sure that people know that yes, we have your back in this situation. Because I think in years past chambers would like to maybe stay in the background a little bit, know that they’re supporting people, but not really take a out front, leading charge on some of these things. And I just don’t think that’s how the world is working anymore. People are not afraid to tooth their own horn, and we have to be okay with saying, Yes, we’re making a difference. We’re leading the charge on this, and this is why you need to be a part of it, because this is the direction the business community is leaning. It’s time to get on board and and be active and be a part of it.

Brandon Burton 36:34
I love it, but you guys are making a great impact in the state of Oklahoma, as has been expressed throughout this conversation today, I’d like to give you both an opportunity to share any contact information for listeners who might want to reach out and learn more about how you guys are doing things there at the state Oklahoma, at the State Chamber of Oklahoma, and just to reach out and connect with you. What would be the best ways to do that? Yeah. Yeah. Well, for

Chad Warmington 37:01
me, my my email desk is just pretty simple. chad@okstatechamber.com, and again, if there’s anything we’re doing that that would be helpful to another chamber, we are listen. We are not proprietary. We’re all in the all in the business of helping our community succeed. We’d be glad or happy to share anything that we’re working on with you. We’re not competitors. We’re all trying to make our communities better. And if there’s something we’re doing that would be helpful to you, please don’t hesitate to reach out and and let us know how we can be helpful.

Brent Skarky 37:34
I couldn’t agree more. I coming from TV news. You always wanted to beat the guy that worked across the street from you, and it’s been an eye opener for me to come to the chamber world and know that I can steal an idea from Kentucky or share an idea with Washington and and be collaborative and be cooperative with some of these chambers. So yeah, brent@okstatechamber.com. Would love to talk best practice on a lot of different things across the board, because I I’m an open book. I think I’ve done a couple things that might be helpful to people, but I know that there are people out there with a lot of great ideas that would help me. So would love to talk more. Absolutely.

Brandon Burton 38:07
We’ll get your your emails in our show notes for this episode. But Brent, I can see where that could be a mind shift change, you know, and that

Brent Skarky 38:18
guy, next year, no, no, you feel that idea. It’s great.

Brandon Burton 38:21
That’s right, absolutely. Well, I appreciate you guys taking the time to be with us today on Chamber Chat Podcast. I wish you the very best of luck at the chamber of the year and continue making that big impact across the state of Oklahoma.

Chad Warmington 38:35
Great. Thanks for the time. Appreciate it.

Brent Skarky 38:37
Thank you, bud.

Brandon Burton 38:38
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Greater Sarasota Chamber-2024 Chamber of the Year Finalist with Heather Kasten

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

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You’re joining us for a special episode in our 2024 chamber of the year finalist series, and our guest for this episode is Heather. Kasten. Heather is the President and CEO of the Greater Sarasota Chamber of Commerce. Heather is from a small town just outside of St Louis, Missouri, and has been in the Sarasota region for over 14 years. She’s currently the present CEO. Prior to coming to the Greater Sarasota Chamber of Commerce, she was the President CEO of the Lakewood Ranch Business Alliance for five years in St Louis, she worked for Eli Lilly Pharmaceuticals and Six Flags Theme parks in a variety of regional management roles. Heather’s community involvement includes membership on the board of directors for career source, Suncoast, United Way Suncoast the educational foundation of Sarasota County. And she also serves on several local advisory councils, including the USF Muma College of Business Advisory Board and the 26 West Entrepreneurship Center Advisory Board. She completed leadership Sarasota in 2014 and leadership Florida in 2023 Heather received her undergraduate degree from the University of Iowa in Business Administration, and she has an MBA from Webster University in management marketing. Heather and her husband, Clint, of 32 years and their three children enjoy calling Sarasota their home, but Heather, I am excited to have you with us today here on Chamber Chat Podcast. And first of all, want to say a big congratulations to you and your team for being selected as a chamber of the year finalists. Very exciting, but I want to give you an opportunity to say hello to all the Chamber Champions that are out there listening, and to be able to share something interesting about yourself so we can all get to know you a little better.

Heather Kasten 3:00
Great. Well, thank you so much Brandon for having me today. I’m truly honored our entire team here at the Sarasota chamber. We are so thrilled and just blown away to have this recognition from ACCE. We’re really looking forward to Dallas and just so grateful for this wonderful opportunity. You know, something unique about me, I would have to say, you know, going back to my years at Six Flags Theme Parks, a lot of people, my husband, used to joke that I run the rides. And truth be told, on some of those early spring days before all the high school kids, everybody from the CEO, all levels of management. We’re working in the park for those early spring days. And so, you know, it’s just, it’s not too often you talk with somebody who actually, you know, worked on the ride. Worked on the rides. Mine was the giant Ferris wheel, so got very comfortable saying you keep your arms and legs and hands inside the ride at all times. And, you know, working for a theme park, it’s, it’s fun, as you could imagine, just a wonderful place. Did a lot of events there for a lot of companies. And just a really great time, you know, in that period of my life,

Brandon Burton 4:19
yeah, did you ever have to dress up in costume at the theme park.

Heather Kasten 4:22
We did have to, every ride had a ride costume outfit. So absolutely so you never knew, you know, if you were talking with a high schooler kid or you were talking with the CEO of, you know, the of the park, because we were all out there, all pitching in on those, you know those early spring days

Brandon Burton 4:42
still in all the secrets That’s awesome. Well, tell us about the greater Sarasota chamber. Give us an idea of the size of your chamber, staff, size, budget, scope of work, just to kind of set the stage for our discussion. Sure.

Heather Kasten 4:56
So our chamber, we have been around for 100 And four years, you know, going back to the early days, some of our things you know that we focused on, as you can imagine, Florida, going back 100 years ago, things like good roads, mosquito management, you know, competing for for tourism, you know, trying to get people from the northeast to come down and invest into the state of Florida, and obviously our scope of work have has truly evolved over the last 104 years. But we work with about 1400 local companies that employ about 60,000 employees in the region. Our team here, I always say we’re small but mighty. We have 12 full time and three part time team members. And, you know, I know we’ll get into the discussion about some of the program, programmatic work that we do here. It’s truly incredible what this small body of people, what we’re able to accomplish with with that, you know, tide of a ship we have. You know, we’re always looking to diversify our economy. Sarasota, as you can imagine, very big in tourism and real estate. And a lot of the work that we do, you know, is in that economic development space of trying to support other industries that make our community a little bit more resilient during, you know, economic downturns. So I know we’re going to talk about some of our programs later. We’ll, we’ll get into that, but we do a good portion of, you know, probably close to over, well over 100 events per year, ranging in size and scope, something you know, small and and more, you know, intimate type of events for 20 to 25 people, all the way up to last Friday, we hosted our Small Business Awards with over 600 people in a significant wait list on that event. Our but annual budget is about $1.8 million in annual revenue. And out, we’ll get into it a little bit. But just, you know, we’re finding that, you know, getting away from solely relying on membership dollars and some of these programs that we’ve kind of brought under the umbrella, you know, have really helped to, you know, fund the mission and the work that we’re doing here at the Sarasota chamber. That’s

Brandon Burton 7:20
great. Yeah, anytime you can talk about non dues revenue, ways to bring in the dollars, please feel free to interject that into our conversation. Today, I find it interesting where a community where tourism could be viewed as kind of the bread and butter of the community, to be able to have your mindset on economic development, what do we do as you know, to keep the community thriving economically, even if there’s a downturn or in different times of the year, where maybe tourism is not as popular, although in Florida, the weather’s always beautiful, right? Yeah, so for the majority of our conversation today, we’ll focus on the two programs or submitted on your chamber the year application, and we’ll dive into the details and what those programs are all about. As soon as we get back from this quick break.

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All right, Heather, we. Are back, if you would please introduce to us what the first program is you’d like to address. It was on your chamber of the year application, and kind of what the origins of it were, and why that became an area of interest for your chamber to address.

Heather Kasten 10:17
Sure, the first program is called Career Edge, and we have a very, very strong workforce arm here called Career source Suncoast, which works very closely in that workforce space. They deal with a lot of federal dollars. About 14 years ago, a program was created called Career Edge, which was funded by private funders, so foundations, locally and really at a national level, funded put money into this fund, the Career Edge fund. And what we do with that money is we look at what are the top industries, we look at the employers in our region, what are their needs? And then, what are some career pathways where someone can get kind of that first level certification and really be put on a path, on a career ladder, or journey, you know, to be able to make more money over the course of their lifetime. And so for us in our region, the five industries that we really honed in on were insurance, automotive, healthcare is huge, and that’s what we started with 14 years ago, manufacturing and then the trade. So think about HVAC, plumbing, electrical. We’ve we’ve moved a little bit into some logistics and transportation as well as some technology and as well as, you know, being on the coast of Florida marine technology, so you know, the ability to work on on boats and and marine products. But what we do is we partner with a training provider. So it could be a locals. Could be our local state college of Florida. It could be an independent private training provider. We talk with our employers. First, we find out what their needs are, we find a training partner, and then we market the program. We market it through here in Sarasota, and even within our chamber, we have over 200 nonprofits who are connected with a lot of these folks who are, you know, they’re, you know, in a minimum wage job, it could be fast food, it could be, you know, it could even be someone within a current company, someone working the linen room at the hospital, that someone sees some potential impossibility. And then we put these folks through the training in one of these industry segments. We fully fund that training. If it involves buying tools. We purchase the tools if it involves, if it’s healthcare and they need certain, you know, vaccinations, or, you know, all of those things are funded. We put them through the training, and then we place them in chamber member companies. So it’s a win for the individual. It’s a win for these companies. And when you look at the opportunities that are put before these people who participate in the training, it really does, you know, change the trajectory of their lifetime, incoming, you know, income potential. It’s such a phenomenal program over the course of the 14 years. I mean, we literally have trained 1000s of individuals and placed them with local companies.

Brandon Burton 13:28
That’s awesome. So you shared a few examples of how you find these, these young people, to get into the program. But are there other examples of how you find them to kind of fill that pipeline and pull the intro. I love that example, somebody working in the linen department in the hospital or something. But what are some of those resourceful ways of finding these people to join the program?

Heather Kasten 13:50
Yeah, well, the cohorts, you know, we put them through because we do a lot of hand holding and shepherding these cohorts. We do them in groups of 15, usually is kind of the magic number, and it can be, like I said, our community partners, our nonprofits, be surprised. You know, even the churches, you know, somebody’s grandson is, you know, not on the right path, and grandma refers them to us. It they come all different ways. You know, of course, we do the traditional ways of, you know, we do a press release. But really, it’s so much more organic than that. It really comes from these partners, or even the Salvation Army, or, you know, could be any of our any of the nonprofits that we work with that refer them. And then, you know, these people, you know they’re where they are for a reason. You know, they’ve had some life circumstances that have happened to them, and so we have a dedicated person, our Career Edge manager, who really comes alongside of these folks and helps them. If they miss a class, he’s calling them, Hey, why’d you miss class last night? Oh, your car broke down. Guess what? I’m going to send over a couple of Uber gift cards. Cards. Don’t miss class tonight. Here’s your ride to class. It’s that level of intention and detail that help get these folks across the finish line.

Brandon Burton 15:09
Yeah. And so are you able to put any kind of tracker on these? These people who go through the cohorts to see their their career development, and kind of get some check ins with them along the way.

Heather Kasten 15:21
We they are checked in with through the entire program. Now, once they come out of the program and they’re placed, it’s a little bit hard to, you know, keep tabs on that, but we have some incredible success stories. I mean, there’s, you know, there’s some folks that you know constantly reach back to us and say, you know, if it weren’t for you, I, you know, I’d still be flipping burgers, or I’d still be, you know, whatever the you know, the minimum wage job is. But we do have, every year that program, we hire an independent third party evaluator. So it’s not just, you know, the chamber and career beating our chest of like, Oh, look at the great work we did. We fund an independent evaluator to come in and really evaluate the work. Look at the wage increases like we track, okay, what wage, when they started this program, they were at this wage, and when they completed the program, they were at this wage. And we can track those, you know, you know, those differentials between, you know, when they started and when they completed the program. And that’s how every year, we’re able to go out and get this private funding. And that is really what differentiates us from career source, Suncoast, which we refer people to them all the time because our money is private. There is no red tape. We make it as easy as possible to get these people into the program and then shepherd them through. That’s

Brandon Burton 16:42
wonderful. So I know for a lot of people, their experiences as they go into a career option or enter the workforce, they’re based upon their their experience, what they’ve seen from their parents or mentors that are in their life. And if they don’t have that example to look to or to be able to see what options are available a program like this is so crucial being able to just open their mind to what the options are and see, you know, just how big the world is and what they can do. Is there an application process to get into a cohort, and what kind of things are you looking for on an application to justify somebody joining the cohort? Yeah,

Heather Kasten 17:21
it really depends on which industry segment, you know, the insurance segment has different qualifications than the nursing than the electrical cohort. So it really does depend. There is an application process and we do do some personality testing. You know this we this funding is so crucial, and we want to have the absolute best return on investor investment for our funders. And so we do do some testing to see, you know, is this person you know are the odds that they are going to complete the program? And again, you have to keep in mind the population you know that you are dealing with. They, you know, they do come with some struggles and some, you know, some things from their past. We don’t just put them through the training. We also really incorporate some life skills training and some kind of emotional intelligence training, you know, interviewing skills. So they’re not going to their first interviewing and the first question they’re asking is, how much vacation time do I get? Really setting them up for success, helping them with their resume. So it’s, it’s much more than just a job training program.

Brandon Burton 18:25
Yeah, I love that. I love seeing the opportunities for people to develop their careers and see their horizons be widened. So I can just imagine that the sense of pride that you see as these people go through the program,

Heather Kasten 18:38
it really is. Brandon, yeah.

Brandon Burton 18:42
So as we change gears to the other program on your application, tell us what that’s about.

Heather Kasten 18:49
So our another program that we have, we have gotten private funding for through one of our local foundations, is called our opportunities for all program, and it has kind of two prongs. The first prong focuses on interns. So placing minority interns, uncovering what their interests are, and then placing them with companies that they can learn and grow through an eight week internship process. And we fully fund that so the employers, you know, hold those pay stubs. And at the end of the eight week internship, they submit us, you know, the pay stubs to us, and then we reimburse that company fully up to $3,000 for that eight week internship. We also, this year, something new. We added, we added an intern half day conference called spark, and that was actually just held this past week. We had about 70 local interns, 30 of which were our opportunities for all interns, but did a half day workshop on again, resume, building, networking, mentoring, how to, you know, connect with others, how to build their personal brand and and now. Work. So that’s really exciting. These are interns who really would not have had any opportunity like this to actually work within a company and get paid in their field of interest. The other prong for the opportunities for all program is minority business grant funding. So this program has been around for about four years. And last year, for example, we had, we had probably close to 100 minority businesses apply. We funded 20 of that the 100 that had applied, and we deployed about $100,000 so each minority business, you know, had different asks. For some, it was, I need, you know, some support to market my company. So we’ve, you know, funded, you know, six months of some social media advertising. For some it was capital things like a laptop, so that they could get their finances out of, maybe their personal checking and into QuickBooks and onto a laptop computer. Every ask was was different. The grants were anywhere from 1000 to $10,000 in nature. And then we really support these. These 20 companies, all were granted chamber memberships. We have programming throughout the year to support them, entrepreneurial classes that we partner with 26 West, which is our business incubator here in Sarasota, to again come alongside of them and give them resources, solutions, and also funding to really help build their businesses. And that has been so rewarding as well. We’ve got some incredible success stories of companies that, you know, have gone from, you know, someone kind of doing it as a side hustle, to, you know, being able to, you know, quit their corporate job and, you know, really come over into that entrepreneurial space.

Brandon Burton 21:54
Yeah, those $1,000 grant applications, when you said that that really pulls at my heart strings. Somebody’s needing to ask for for that amount to be able to make their business work. And I almost just on the amount, want to make sure that those ones are awarded. But it’s got to be tough to go through that many applications and and find where the money goes. Yeah. So with both of these programs, you’ve you’ve mentioned the chamber is kind of foot in the bill for a lot of these things, whether it’s helping get supplies for someone entering a workforce, or the vaccinations or reimbursing their their pay for the eight weeks in the internship. Do you mind speaking a little bit to how these are funded? You mentioned they’re both privately funded. So how do you go about funding these programs? So we

Heather Kasten 22:45
have started again. We we really track our funders. So Career Edge being that it’s been around for 14 years, we probably have eight to 10 funders, and we have two very large foundations here within Sarasota who really believe in that mission of workforce and upskilling workers. So they are great funders. The best thing you know when you’re out looking at grants is the flexibility of grants. You know, there’s some grants that are so limiting and narrowing that it’s just impossible to fulfill. You know, the request of the grants. And what’s nice about the foundations that we work with, they, you know, they support the funding of staff to run these programs. Because, as we all know, these programs do not run themselves. So without the funding for actual staff, these programs, they couldn’t occur. They couldn’t couldn’t happen. And so, you know, we, every year, are looking at, you know, private foundations, whether it be the Walmart Foundation, whether it’s Boeing foundation, you know, there are foundations who, you know, you really have to invest the time to find out, you know, what their missions are and what they invest in. And we’ve spent a lot of time doing that. And that’s really how we’ve, you know, come to have funders for both Career Edge and then, you know, funders for the opportunities for all program. These are foundations that, again, believe in this work. We’re doing the work, and they, you know, they fund it every year.

Brandon Burton 24:17
That’s awesome. Yeah, you guys have put in the work, for sure, that’s That’s great. So I like asking, especially as you guys are a chamber, that you’re a finalist. Chambers across the country are looking to you guys in your example, so no pressure. But for what kind of tips or action item might you share for a listener who is looking to take their chamber up to the next level.

Heather Kasten 24:44
You know, I’ve thought a lot about that question, and one of the things I think, well, I’ll share two things. First is process in the chamber world. It does, you know, we don’t stop, right? It is, you finish one event and you’re on to the next. Next 10. So I’m a big believer in, you know, setting up processes for everything that occurs under the roof of a chamber. And that way, you know, when you do have turnover, which we all do, you know, you’ve got a trail of breadcrumbs for that next person to come in and follow. So, big believer in process. And then, you know, I would say secondly, as chamber leaders, the importance of really taking care of your staff. I want to be able to look myself in the mirror and say, I’ve done everything in my power to keep the staff intact, to keep them encouraged and motivated and challenged, not overwhelmed. I don’t want anyone showing up to work feeling, you know, worn down, ragged out, exhausted, overwhelmed, that’s I don’t want to show up at a place and work like that. And so I would say, the last two to three years, we’ve just been really hyper intentional of the things that we’re doing with our staff making sure that, you know, we’re having early outs in the summer. We’re planning fun activities. We we’ve got a beautiful new aquarium coming up in our town, and just last week, took the team to do a behind the scenes tour. You know, nobody else got this opportunity but the chamber team. So I’m always looking for unique and special things to really bless them with. And, you know, just make sure that they are feeling good about the work and energized about the work. And you know, that’s something that you have to do with intention. It doesn’t just happen. And the timing is never good. You can say, Oh, well, we’ve got this big thing next week. Well, guess what? After next week, there’s going to be the next big thing. So making sure that you’re taking time to, you know, really engage your staff and build a culture that is one where people want to come and show up and work, and then for the chamber leaders and the CEOs, make sure, you know, in the the airline world, make sure you’re putting your oxygen mask on as well, because you cannot pour into members, pour into your board, pour into your staff if you aren’t refreshed and and, you know, refueled yourself. And so making sure that you’re taking that time and listen. I need, I need this advice as much as anybody I’m giving it as if I’m, you know, you know, I buy into it. And we really do have to plan those intentional days, you know, a half day, even if it’s once a quarter, where you get out of the office and you clear your head and you give some thought to working on the business instead of working in the business. Those would be my couple of tips. Brandon,

Brandon Burton 27:43
yeah. Fact, when you said process at the beginning, my mind went to where you just ended with to be able to take that pause and to be able to to process what you went through. So if there’s a big event that you you’ve put on, to take time afterwards to process the how things went and evaluate and take a breather, put on that oxygen mask, and be able to kind of re energize for the next thing. But to your point about taking care of your staff, I’d love that example, yeah, taking them out to that aquarium that see the behind the scenes, something special just for your team. And of course, we want to be able to take care of them monetarily whenever you can. But we all know chambers don’t always have the funding to take care, to pay what they’re deserved, right? But to be able to have those opportunities really adds to that experience. And

Heather Kasten 28:34
you know, that’s something that you do have to be intentional about, too. You know, we I do want, I want our team to be paid as well as any, you know, regular corporate jobs. So I feel that’s my responsibility, is to, you know, find that money to bring in the resources so that anybody working here at the Sarasota chamber, you know, has a, has a really good, you know, way of life.

Brandon Burton 29:00
Yeah, you’re gonna be flooded with applications. Now, I’m just kidding. No. Seriously, though, Heather, this has been great. I’d like to give you an opportunity to share any contact information for listeners who’d like to reach out and learn more about how you guys are doing things there at the Greater Sarasota chamber.

Heather Kasten 29:19
Absolutely. Again, it’s Heather Kasten. My email is hkasten@sarasotachamber.com. I’d love to connect with with anyone. I love bouncing ideas off each other. The great thing about the chamber world is I feel like there’s so many opportunities to share best practices. You know, as long as it’s not you know, the Chamber up the street. You know, aside from that, I mean, the world is your oyster, right? For new ideas and fresh ideas. My office line here, 941-556-4050, and really, just excited, you know, love to to talk chamber stuff. So anyone who’d like to reach out and. Be happy to connect with you and learn you know, really enjoy learning more about you as well.

Brandon Burton 30:05
That’s awesome. I appreciate that, and that’s the whole point of the show, right? Share those best practices and be able to help people connect. So we’ll, we’ll post your contact information in our show notes for this episode so people can find it there. But Heather, this has been great. I’ve enjoyed having you on the show and have I wish you and your team best of luck. It’s chamber of the year in Dallas.

Heather Kasten 30:26
We’re so excited we can’t wait. Thanks so much bringing in for your you know the opportunity today. Really enjoyed our conversations.

Brandon Burton 30:35
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Fox Cities Chamber-2024 Chamber of the Year Finalist with Becky Bartoszek

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

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You’re joining us for a special episode in our 2024 ACCE Chamber of the Year Finalist Series and our guests for this episode is Becky Bartoszek. Becky is the President and CEO of the Fox Cities Chamber in Wisconsin and having relocated to Wisconsin in 1998. And Becky’s previous experience included vice president of the Great Lakes for Alltel wireless market leader for the q ti group, and small business owner of a State Farm Agency. Becky currently serves on the ACCE board of directors. The new North board of directors, Wisconsin Chamber of Commerce executives is the current chair WMC board of directors and is currently appointed by Governor eavers to his Advisory Council on Workforce Investment, Becky and her husband Brian, or freedom residents, and they have the two of them together have two adult children as well. But Becky, I’m excited to have you with us today on Chamber Chat Podcast. And I need to start by saying a big congratulations to you and your team for being selected as a chamber to their chamber of the year finalists. This is exciting and, and reflective of the great work you guys are doing but wanted to give you a chance to say hello to all the chamber champions who are out there listening and to share something interesting about yourself so we can all get to know you a little better.

Becky Bartoszek 2:31
Well, thank you so much brand new appreciate being here today. And yeah, it is really, really exciting for our team to be able to celebrate being nominated as a finalist on our 100 and 50th year anniversary or ever chamber. So we’ve been able to do some really cool things bringing in past board members and you know, doing time capsules and everything this year, it’s been just a blast. So thank you for the you know, the background information. It’s I think people are always interested or find it interesting that my I actually grew up living in a convention center. So the chamber, our local Chamber of Commerce, would have events almost weekly at my house. So that was quite the preparation for getting into the chamber industry. Ultimately, when it was just kind of a normal everyday thing, the way that I had grown up. It’s quite

Brandon Burton 3:26
the training ground. I mean, most people enter the chamber world and they didn’t even know what a chamber was. And they started but you grew up with literally it all around it. So that’s absolutely, yeah, that’s cool. I think that’s a first for us on the shows having somebody that grew up in the in chamber. Yeah.

Becky Bartoszek 3:43
So next time when somebody’s clearing your plates at the dinner. I think that could be a future chamber.

Brandon Burton 3:49
Exactly. That’s right. That’s right. Well, and tell us a little bit about the Fox Cities Chamber just to kind of give us some perspective, the size here chamber staff budget scope of work, just to set the table for our discussion before we dive into the meat of this topic.

Becky Bartoszek 4:06
Oh, sure. Absolutely. The Fox Cities Chamber is hard to find on a map because the largest community in our in our region is Appleton, Wisconsin. So think of it this way. We are south of Green Bay and north of Milwaukee, Wisconsin. We serve two and a half counties. So we’re pretty good size, footprint. And we are not only the chamber, but we are the regional eto as well. We are current even though we’re the fourth largest community in the chamber, we are the second largest chamber as far as member count. We are over 1400 On our way to 1500 members currently, and we have a staff of 12 that most times 13 right now because I’m an intern, right revenues a little under 2 million about 1.8. And we just continue to grow and grow. In addition to our our traditional Chamber members. yours. We also have about 700 young professionals that have membership with us as well.

Brandon Burton 5:04
That’s awesome. So that’s in addition to the 1400. Members, that’s a different type of membership within the organization. That’s great. I know there’s I’ve heard of other chambers out there that are trying to get young professionals or even high school students involved with the Chamber in some degree, and trying to figure out a model for that. So that’s that’s

Becky Bartoszek 5:25
worked well, for us. We went from 140 to 700 in a year.

Brandon Burton 5:29
Yeah, I would say something worked. Yeah. That’s awesome. Well, on these chamber the year finalist series, I like spending the bulk of our conversation really diving into and discussing the two programs synopsis that were included on your chamber, the year application, and we will, we’ll take a quick break and when we get back we’ll dive in deep on what those two programs are and how they’re moving the needle in your community.

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Alright, Becky, we’re back. So as I as I mentioned before the break, we’re gonna dive into the the two programs that were submitted on your chamber the your application, if you would just tell us what the what the first program is that you’d like to highlight. And we’ll we’ll dive into that one. So

Becky Bartoszek 7:55
everybody’s always intrigued by our Connect free model. And that is a program that we started exploring in February of 2022. Basically, we brought in Sherry And Kelly from ACCE to do some strategic planning with our board of directors. And there was a great discussion about how we could come together as a community and specifically a chamber and really move the needle with the resources that we have, in our community, our biggest challenges, we just don’t have enough people for the growth that we’re experiencing. So in the state of Wisconsin, in general, if you remove international immigration, we’ve been net negative population growth for a while now not specifically in our market, but overall is it state. So we were trying to find a way that we could attract more people to want to come and live work and play and the Fox Cities Wisconsin area. Now we know that people can get a job anywhere now. And it’s really people decide where they want to live. And then they find a job. So it’s truly quality of life driving it. And we know that is driven by the small business environment. Nobody’s saying, Boy, I want to find the biggest Best Buy. And that’s where I’m gonna move. They want that fun restaurant shopping, kitschy experience. So we came up with a program that we launched six months later, which is called Kinect free. And it is a completely free membership for small businesses that have five or less full time employees, nonprofits that have 10 or less full time employees and all freestanding restaurants. So for example, if you’re a restaurant in a casino, it’s not free. But if you’re a freestanding restaurant, we just have a great robust package that we can provide you to help you get to the next level and to help track people attract people to our community.

Brandon Burton 9:55
So yeah, tell us tell us more how that model works. Oh, obviously, we can’t all work for free as nice as that would be able to do that. How does it operate? A? Are they you see them and participate in different programs and events that do have a cost to it? Or do they move on to a different membership tier? Or what how do you how do you make it work.

Becky Bartoszek 10:19
So that was our biggest challenge. And of course, I was I was very nervous going into this. So we had the first discussion with the board. And the first thing they asked us is, model this financially model it and see if we can make it work. So we spent three months modeling it, and the way that the financials work on this free membership model, from a chamber perspective, now you’re getting more members, you’re touching more people, so your marketing is worth a lot more. So that helped us to be able to recoup revenue, because we were able to sell our marketing at a higher value. In addition to that, you have more people that are invited to your events. So your membership revenue goes down, but your event revenue makes it up. And the only thing that’s not included in our free membership model are things like we don’t do free ribbon cuttings for now for free members. So they have to pay us for that. If they want to use our building or our meeting rooms, they have to pay us if they want to have discounted health insurance through us, that’s an additional add on fee. So there a lot of little ala carte functions that they all want to receive or benefits they want to receive that are an additional fee. So there’s a lot of reasons why somebody would want to get up to the paid level. Now, when we modelled this, we did anticipate number 150 year old organization, we did anticipate a lot of net negative, you know, revenue from migration to a free model. We anticipated on the on the higher end, it can be 80 to $100,000, right away in the first year. And what we’ve actually experienced over a two year period, we’ve only had less than $12,000 in revenue from people dropping down to the free model. And we’ve also seen a lot of our larger investors come forward and say I’m going to give you a larger economic development contribution to help pay for those free members. So it’s worked out quite well.

Brandon Burton 12:28
Yeah. Have you guys made any asks to any of those larger corporations to like that for the economic development? donations? Absolutely.

Becky Bartoszek 12:37
So we did see those contributions go up. And we didn’t know how it was gonna go. First of all, when we when we launched it, we were we were concerned about that. So we did spend another three months, making sure that we can market it correctly. So during that time, we actually did a full rebrand, and launched a new website, because we really, the the biggest challenge with a free membership model is it can’t be a big lift on your team. It has to be something that’s mostly automated. So we did spend about three months, you know, we did probably three years worth of work in six months to launch this. And I can tell you, we had a huge splash for the launch of this event where we actually invited the press in, we invited the politicians in the board, community leaders major investors, and made this big announcement. And we were the lead story on all of the local TV channels that night. And we had boy, probably about 100 Plus applications within the first few days. So that

Brandon Burton 13:42
was my next question. So the business still has to fill out an application. They’re not just getting a membership because they have a business in the Fox Cities area. So so they fill it out is is there any kind of approval process? Or do they fill it out? And then the remember or what you like you mentioned that the automation process, it has to be there. So it’s not too much of a load on your staff? Where Where does the staff interaction take place? What parts are automated, just to kind of give us an idea of how this works? Well,

Becky Bartoszek 14:15
the one thing that we did learn pretty quickly. Yeah, they fill out the application, and then it has to be approved. And the first thing that we were worried about was we were worried about upsetting the chambers around us. And so we were really trying to monitor that you had to be in our footprint to qualify for that membership. That was a crazy lift on our team because you know, we cover half a county here and you know, cities are split in half. So it took us not too long to figure out. We’ll just go and meet with the Chamber’s and talk to them about how to sell around us. And so we we actually did move away from monitoring that everything was in our footprint because it wasn’t a huge to impact but it was taken a lot of time. And then, you know, we are currently transitioning software systems so that more of our marketing touches, as follow ups, you know, 3060 90 days outreach can just be automated. But you know, of course, our ambassadors and our team, you know, we’re reaching out to everybody as quick as they could, especially when the first big group came in, I can tell you, the program has been launched by I think, about 22 months right now. And we have 632 small businesses that we’re supporting today that we weren’t in the past. Wow.

Brandon Burton 15:39
And I love that approach. Instead of we have 632, free membership level, free members, it’s 632 businesses, you’re able to support that you weren’t prior to this model. And that’s huge, because those are often the businesses that need the most support. And they’re underserved and, and end up being the ones that kind of go by the wayside and, and maybe don’t stay in business as long as they would have hoped so. And the cool

Becky Bartoszek 16:07
part, too, is that we’re finding partners in our community that want to do more with us. So for example, the YMCA came to us and said, We love your small business program, we’re going to put together a discounted package for you, so that we can work on the health of our small business owners. And then we had an insurance company that came to us and said, We see this as a great opportunity, we’re gonna offer discounted insurance for your members. So there’s, there’s been a lot of the community that stepped forward and says, We love what you’re doing. How can we help? Yeah,

Brandon Burton 16:41
yeah, I love that. So let’s shift gears a little bit into the second program, if you want to introduce that and tell us what it’s all about. Sure.

Becky Bartoszek 16:52
Our largest program that we hold each event that we have each year is a huge Oktoberfest event. So it’s actually two days. So on Friday night, we have a huge car show. And that car show is completely dry event. But it brings in about 100,000 people on Friday night. Wow. And then on Saturday is really the big event that we have. And that is a full blown Oktoberfest. But it’s not a lot of Oktoberfest bands. It’s not your traditional Oktoberfest with the German bands. We actually have really popular kind of pop pop bands fans

Brandon Burton 17:33
that people want to listen to. I’ll say it Yeah. And

Becky Bartoszek 17:39
we bring in it’s, it’s estimated between 200,200 20,000 People that day. And we started, the event actually starts at nine in the morning, with a big craft vendor business expo at one end. Then we have a ton of food trucks throughout the event. And then 13 hours of live music forum Friday night through Saturday. So

Brandon Burton 18:09
how long have you guys been doing the search? I guess first of all, is there a name branding it? Or is it just is it October fest is that just it’s

Becky Bartoszek 18:18
Appletons Oktoberfest so what we’ve actually talked about in our in our application for the award is focused on the past two years, because that program has Appletons Oktoberfest has been going on for 42 years now. And we were always involved, but it was always run by a community steering committee. And when ochman COVID hit, and you know the world shut down. Obviously, we didn’t want to be known as the super spreader events of the Midwest. So we didn’t have it the first year. And at the end of that first year, we lost most of our steering committee. And we also lost a lot of our volunteers. And to pull this event off the way that we have been doing it. It took about 1200 volunteers each year to make it happen. So come second year of the event, the world is starting to open up again. But our community was really scared about a surge. And we really didn’t want to put people in harm’s way. And some of our largest investors in our organization are our health care systems. And based on their input, there was a second year that we cancelled Oktoberfest. I mean, we planned it right down to the last minute. And we just could not make it happen because we didn’t have the volunteer population come out to do it well, and it would have been the 40th anniversary. So at that point, we took a step back and basically had to revamp the entire program. Now what’s is all about our Oktoberfest is it’s a gigantic give back to our community. So think of this as a street long or a mile long venue that’s just jam packed with people. And, you know, it’s free free admission, nobody pays to get in. But every food vendor that’s there has to have a sign in front of their location, saying which nonprofit they are sharing their revenues with. And then all of the money that is raised by beer sales, which we don’t tell people how much beer we sell that the proceeds from that go into a large grant fund, and those dollars go back into our community to support our nonprofits. And for many of our nonprofits, that’s their biggest fundraiser of the year. That

Brandon Burton 20:52
is huge. I love seeing chamber being able to sit to partner and support other nonprofits and their missions, and what a great way a big community driven event, and you’re gonna get the foot traffic, people are gonna buy food, they’re gonna buy beer, they’re going to do all the things, right. So being able to tie that in. And I imagine each vendor has the choice of which nonprofit they want to support. Do you provide a list to say, here’s our local nonprofits to choose from? Or can they go outside of a certain list of parameters? Or how is that structured?

Becky Bartoszek 21:28
No, it’s completely up to them. And if they come to us and say, Do you have somebody we can make a connection for them, but it’s really up to them to decide which nonprofit they want to support. So you know, we do we see everything from wrestling teams to the police department, you know, the police and fire departments are they’re, you know, challenging each other and, you know, chili cook offs, and everything else. But for us to be able to make this happen. And that’s really what our focus on the application was, we had to change some things, we had to bring really the bulk of the lift into the chamber directly to make this happened. And we bought a new software program where we were able to really get get our hands around the complete management of the of the process. In addition to that most of the food vendors historically that had been there were the nonprofits themselves setting up food booths. Well, we changed it so that it was food trucks and restaurants coming in to support those nonprofits and do revenue sharing. So our need for volunteers went from 1200, every year, to closer to 800. To have the same impact.

Brandon Burton 22:44
Oh, wow, that that helps. I mean, 800 is still a big number. But that’s that means 400 less, so that’s good. So you mentioned the software that you purchase, is that an event specific software? Or?

Becky Bartoszek 22:57
It is it is it helps us map out just about everything you can need on the mile that we’re putting together it, you know, historically, you know, the steering committee would have a spreadsheet and the first time we went through it afterwards, it said, you know, ice for Oktoberfest, okay, there’s ice for 200,000 200,000 people, you know, six bags or six trucks? It really, you know, helped us how was all of the information that we needed to know, to make sure no, no matter who we had on the team at the Chamber, that there was a footprint to follow. Yeah, and for years to come. So those are just a couple of the changes that we just really did a deep dive to help increase the efficiencies. Ya know, we even started doing surveys of people that were our food vendors, and getting net promoter scores on whether they would recommend that their peers and other people join the event. And that helped helped us fine tune a lot of the things that we were doing as well. Yeah,

Brandon Burton 24:00
that’s huge. Go get that feedback and be able to make those adjustments for year to year and really improve the overall program that the the event, that’s great. So each of the vendors who they register with you imagine they have to to be able to get everything in order and be able to have their spot and be able to, you know, tie it into whatever nonprofit and all that stuff. Exactly. It’s

Becky Bartoszek 24:26
quite a process. Because think about it this way it’s taking over our main street. So we have food vendors that we need to very carefully map this treat, so that we’re not putting a pizza vendor in front of a pizza restaurant, you know, and we do work with those local restaurants to give them the first opportunity to be on the street and to be able to capitalize on making the most revenue that day.

Brandon Burton 24:51
Yeah, so and I imagined whoever’s in front of, you know, whatever booth is in front of their business or restaurant, it’s still going to drive people in door ers into their shops, hopefully beyond to use the restroom. Right? Exactly. Spend some money, hopefully. So, exactly. Well, that sounds like an amazing event and being able to fine tune it and make improvements on it like you have that’s, it sounds like a fun one to to attend. So

Becky Bartoszek 25:21
well. And to tell you a little bit more about the economic impact. Now with the new software and partnerships that we’ve created, we’re finally able to figure out a little bit more about what the event is doing for our community. And working with our tourism, convention Bureau and state analytics, we’re able to get a better idea, but not completely. So this is a cash only event. So when we can track the actual dollars that are spent on credit cards, and the dollars that are spent on overnight stays, we’ve been able to find out how many people are coming to our community, where they’re coming from, and they’re coming from all over the Midwest for this. And we know before we even look at the cash input implications that this event is having, on average of $43.2 million impact on our economy.

Brandon Burton 26:14
Whoa, that is huge. That’s way more than I would have guessed it would have come nowhere close to that. Wow. So as we, as we start to wrap things up here, you guys are obviously moving the needle and making an impact in your community. And being a chamber the year finalist, you guys are kind of at the top of your game at this moment. And I wanted to ask for listeners who are interested in taking their chamber up to the next level, what kind of tip or action item or piece of advice you might share with them to try to accomplish that goal.

Becky Bartoszek 26:51
Well, you know, it’s funny, I was new to the chamber industry about five years ago. And I can tell you what, what worked for me and what worked for us. I actually did a deep dive into all the information I could find a both chambers of the year. So for example, when Ocala was the chamber of the year in our category, I stocked their website, I looked at everything they had. And I found that videos were really working well for them. And I thought, well, I don’t really have the resources to do that. And we talked about it as a team. And we actually went to the local TV station and said, Now, come on, your tagline is we are Green Bay, but you’re covering our market work with us. And it resulted in us for the past two years, having the opportunity to bring a guest onto a local show, and spotlights something going on in our community and having beautifully professionally done videos for zero cost. Yeah, yeah. None of that would have would have happened, had we not been looking at what the chamber of the years were doing. And it’s just given us great ideas to make them our own. Yeah,

Brandon Burton 28:03
but those news agencies are always looking for stories. They’re looking for content. And if you can provide bring a guest on and provide some valuable content to their viewership. Yeah. They cover your market, why wouldn’t they do that? So that’s great partnership and very budget friendly. So I like that I like Yeah. And Ocala is a great chamber, obviously being a chamber the like, they’re, they’re great. Kevin and his team, there are amazing. I like asking everyone I have on the show, as we look to the future of chambers of commerce, how do you see the future of chambers and their purpose going forward?

Becky Bartoszek 28:41
You know, it’s funny, because it’d be in our 100 and 50th anniversary this year, we always talk about our mission today. This is the same as it was 150 years ago. And it’s bringing our business community together to help those businesses thrive, but to create a better place in our community for people to want to live work and play, obviously. But you know, realistically, I think that that mission is going to continue, but we just need to continue to evolve. You know, when we’re looking at 2025. You know, we’re looking at cutting back awards programs, and launching AI opportunities for, you know, a summit and things like that. And it’s just constantly evolving, and really keeping an understanding of what’s impacting our businesses and our lives and making sure that we remain relevant. And I think as long as we can do that, now, we’re hopeful our chambers got at least another 150 years.

Brandon Burton 29:38
That’s right. That’s right. That’s great. Becky, I wanted to give you an opportunity to share any contact information for listeners who may want to reach out and learn more about how you guys are doing things there in the Fox Cities Chamber and more about the programs. You talked about what would be the best way for a listener to reach out and connect with you?

Becky Bartoszek 29:59
Absolutely. So Obviously all of our information is on our website FoxCitiesChamber.com. My contact information is on there as well. And you can always reach me at bbartoszek@foxcc.net.

Brandon Burton 30:12
Very good, and we’ll get that in our show notes for this episode as well. But, again, just big congratulations to you and your team for being selected as a finalist this year for chamber the year and I wish you guys the best of luck in Dallas.

Becky Bartoszek 30:27
Thank you so much, Brandon.

Brandon Burton 30:30
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Bend Chamber-2024 Chamber of the Year Finalist with Katy Brooks

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your hosts Brandon Burton. And it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

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You’re joining us for a special episode in our 2024 ACCE chamber the year finalist series. Our guest for this episode is Katy Brooks. She is the president and CEO of the Bend Chamber of Commerce in Oregon. Her vision for the chamber is to catalyze and environment where businesses and employees and the community thrive. The chamber supports a collaborative business environment and leads efforts to resolve tough issues like affordable housing and childcare shortage, assisting businesses with resources and advocating for businesses at the local and state level. Katy’s background and economic development coalition building and government relations enables her to understand public policies and issues in order to advocate for the businesses of band as well as forming partnerships and alliances that support a growing business community. Her career has included over 20 years working in public affairs and economic development for the ports of Portland, Oregon and Vancouver, Washington. She has been a public affairs and strategic planning consultant for public and private organizations in Oregon, Washington and Alaska and manage Community Relations for the Oregon Department of Tourism. Katy is a member of the Oregon State Early Learning Council and has served on numerous regional, state and city boards and committees. Prior to coming to bend, Katy served on the Public Affairs Committee for the Greater Vancouver Chamber of Commerce, and the board of directors for the Washington State Business Association. Katy received her BS at Southern Oregon University with and graduate studies at Portland State University. She’s received extensive training and facilitating public issues and resolving conflict her and her family reside in Bend. But Katy, I am excited to have you with us today on chamber tap podcast. And first of all, congratulations to you and your team for being selected as a 2024 chamber, the year finals. That’s a huge accomplishment. But please take a minute to say hello to all the chamber champions that are out there listening and share something interesting about yourself so we can all get to know you a little better.

Katy Brooks 3:25
Well, thanks. I’m really, really honored to be here. It’s just so terrific. Being a finalist. And in this fabulous industry that we’re all in. I have been in the chamber world for about eight years since I moved from the coast and port world working for port authorities for a long, long time. And it’s been a great transition. I live here with my family, we do a lot of mountain biking enjoy a bit of a higher elevation than what I was previously at. And for those of you haven’t been to this part of the world is quite beautiful. And it’s full of great things to do outside, which is what we’re all about.

Brandon Burton 4:09
That’s right. It is a beautiful part of the country for sure. Well, please take a few moments and tell us a little bit about the Bend Chamber of Commerce. What makes you guys so special, what’s your your chamber look like the work you’re involved with? Size staff budget, that sort of thing to kind of give us some perspective as we get into our discussion?

Katy Brooks 4:33
Sure. Well, we’ve had quite a bit of population growth. So the business sector has grown as well. We are population of about 110,000. We are on the east side of the caste range. So we are a little bit removed from where most of the population of the state is. So bend is kind of a it’s a mountain community but it’s really a self sufficient ecosystem here. That’s really unique. And it’s something that we take into consideration. Anytime we put any of our strategies together. We have great networking programs. Here we have a really strong advocacy program because our state capitol is in the valley. And to lift up our voice from Central Oregon, we align with a lot of partners here. We build our leaders, we concentrate quite a bit on how we support a system of of leadership and workforce development that can sustain our growth, not just in population, but our business growth and several industry sectors that have taken off here. And we look for our niche initiatives, we look for ways to take on things that we see and our members see as obstacles and impediments or opportunities. And really try to capitalize those and bring up solutions. And I’ll get into that here in a little bit of what that actually looks like.

Brandon Burton 6:04
Yeah, well that’s the crux of the Chamber’s to solve those problems, right that face the community. So very good. Well, as we focus on these chamber, the year finalist episodes who really like to dive in, in more detail on the programs that were submitted on your chamber that your application, I think those are a really good indicator of the type of work you’re involved with and, and where you’re seeing those levels of importance to be able to make an impact in your community. So I’m excited to dive into what those programs are and all those details as soon as they get back from this quick break.

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All right, Katy, we’re back. As we dive into the meat of this episode and talking about the programs that were submitted on your chamber, that your application, please share with us what what the first program was? And we’ll dive into that and save the good stuff on second program for for a few minutes.

Katy Brooks 8:52
Yeah, it’s always hard. I’m sure everybody else who submitted an application feels this way, it was hard to choose in some respect. Because we just do so much. And as with all chambers, we have changed so much over the last several years. So when you look at at our programs, it looks like like today rather than yesterday. And it looks like what the key issues are that we’re struggling with here, rather than some of the more traditional things you think about in chamber world. But I’ll I’ll talk a little bit about Ben 101. So Ben 101 was established in collaboration with a bunch of folks from the community from several industry sectors, who said essentially, you know, we are growing faster than any other city in our state we have the more more jobs per capita than any other city in our state and we’re losing touch with the culture we worked really hard to establish we’re very bootstrap kind of a community here. We were lumber mill industry, which declined dramatically in the 80s, we reinvented ourselves. Now we’re biotech, health care sciences, outdoor industry, product development, high tech, all sorts of things are happening here that frankly, didn’t exist 10 years ago. And what happens when you bring that many new people and new industries together, you kind of lose touch with everyone, you go from a small little town to, you’re actually a small city. And that’s got a different dynamic. So Bend 101 brings in key leaders from our community to tell the story of our history, tell the story of our culture, which is be nice, you’re invent, and we’re collaborative, we’re dolphins, we’re not sharks. And we have a lot of ways for people to plug in. So it’s like getting a turbo charge in everything you would want to know if you move to a new place. And not only do you get the information, but we match you up with people from the community in various industries, from the workforce. So it’s not like insta friend, but it’s close to it. It’s it’s hard introductions of folks that you might find really interesting and want to have coffee with later. And then we work with the human resources, folks to really make sure that we follow up. How do your folks feel about this? Did they meet somebody there that they didn’t get to connect with that they want to and really make those connections meaningful? So you have the background information, you know, where we’ve been where we’re going to, and you have access to the people who made it that way? Yeah.

Brandon Burton 11:45
So I think it’s interesting to to inform newcomers on the culture of Bend. And I imagine that’s a tough task to try to infuse culture. But what is it? What does it look like this with Bend 101? What’s the format? How do you? How do you structure I love the overall the, you know, the high level view of making those connections and welcoming those newcomers. But when you get down to the nuts and bolts of it, what what is the structure of it look like? Well,

Katy Brooks 12:15
we use a lot of humor, because we have some idiosyncrasies and little things about them, like every community does that are pretty funny. And one of ours is our claim to fame is roundabouts. They’re everywhere. And anybody who’s new to bend goes what is going on. You can’t get anywhere without going in a circle. So we kind of poke fun at ourselves, we have a really great welcoming video, where we talk about how friendly we are and kind of help people navigate the why of things and kind of laugh at ourselves a little bit. But then we we give the overall here’s how the city operates. And here’s some information for about 1015 minutes. And then every time we hold a one on one, we do it three times a year we fish feature a different part of bend. For example, last time we did this, we featured our healthcare system, educating folks on what that looks like, how do you access it? Who are the leaders there? Who should you know, what should you know, this month, we are, in fact, this week, we’re holding one that features our park system. Our Park system is amazing. It’s very robust, very well funded. There’s mountain bike trails, literally hundreds of miles you can ride and it connects different communities in Central Oregon. So we’ll share all that information. And then talk a little bit about, hey, this is everybody’s chance right now to reach out to somebody you don’t know, unless make those connections happen. So it’s kind of infusing that cultural welcome as much as we can. It changes a little bit every time we hold the event, depending on the information we share, but the outcome is the same. Right?

Brandon Burton 13:57
So does anybody come to multiple sessions have been one on one? How does that like if you want to learn about the parks? And you didn’t get that in your session? How does that work? Oh,

Katy Brooks 14:07
totally. We have repeat offenders. And because it’s really fun. And we are beer town, we have 14 breweries. And so that’s some fun, people just enjoy showing up and interacting folks that have been here for a really long time. They like to show up. In fact, we reach out to them. We want them there. Because how else are newcomers going to meet the establishment? Right? And so you need some of those people to come multiple times. And really mix it up with the old the new the the in between. And if folks are new, and they think hey, that was great. I want to learn about a different sector because I’m thinking about getting involved, then that’s great.

Brandon Burton 14:49
Yeah, that is that’s fantastic. I love that. The idea of it. I love the execution of it and making all the connections and really welcoming people to a community that really sets them up to thrive from the beginning. And I’m sure there’s success stories that you can share with people that have come in and been able to make those connections and, and be able to get their feet on the ground much quicker so to speak. Absolutely. So as we, as we move along, let’s let’s shift gears into what the second program is it was submitted on your chamber the your application. Yeah,

Katy Brooks 15:26
our workforce housing initiative. So I’m co chairing the ACC II horizon initiative that Sheri Ann is, is heading up. And I was so intrigued by this, and I’ll tell you why it matters to the workforce housing issue, asking people about what is the most pressing issue and opportunity in front of you right now? And then saying, Alright, so in 10 years from now, what would that look like? And how do we get from point A to point B, I think is a really useful thing to do. And we’ve essentially been doing this for a few years. And every year, both in the front windshield and 10 years down the line, people are worried about housing, a little bit of background about bend, it’s, it’s quite lovely here, and I’m sure everybody’s community is. But we we experienced something in Cote COVID that a lot of us didn’t see coming. Obviously, nobody saw the pandemic coming. And that is a lot of folks who are professionals who could work from anywhere, say, why not live in Bend, and they came in during COVID, much of the housing stock has been occupied, and it drove prices up 75% In about two or three years, wow, it’s kind of ridiculous. And we looked around and said, Holy smokes, this is not, we knew it was bad. But now we’re 5000 units behind in a community of 100,000 110,000. That’s, that’s significant. So we hear this from our, our business partners and members all the time, we can’t hire biggest thing that’s deterring us is folks can’t afford to live here. So we started out about three years ago with research. And the research was alright, how do we assess how ready Ben dites are to address this population issue in this housing issue, and we ask questions around density. Because this is, everybody has a little yard and your little house and or it’s a cabin or whatever, and started that conversation about so we’re gonna have to go up, we’re gonna have to get more dense, people are going to be living closer together in certain parts of town. And we’ve tested that. We tested what made everybody accept it and feel better about it. And we use that information to form our platform. And one of the things that we ask that I think is really important is who should be leading this effort. And in that public poll, business sector came out at the top, as did the bend Chamber of Commerce, more than government and more than Housing Authority, nonprofits, etc. So we decided to take this on. So we developed several, several, I guess, strategies from they’re all based on research. And one strategy was alright, what we learned from the initial poll is, folks are hesitant to really talk about densification of a community that was an old mill town. But when we talk about what you get in exchange for that, they’re really willing to do it. So we launched a social media program called I Am bent, trying to educate folks on what this is, we’re not talking about everywhere, we’re talking about places in Bend, that are designed for people for community for Makerspace for art, and also here are the people we want to live in this. It’s a full range. And we would feature nurses and firefighters and massage therapists and artists and restaurant managers, the folks who could not afford to get a place here, rent or to own definitely not own. So we started that education process about two or three years ago, and it’s been going really well. So that’s one piece. The other piece was, what is the go fast button? And how In other words, how do you get more inventory out there as quickly as possible? accessory dwelling units. ADUs are one of those ways. If you have extra property, which a lot of people do here in Bend. If you put a small living unit back there, you can create some income for yourself and help solve the workforce housing issue. So we put together a website on how to build an adu. How do you finance it? How do you permit How do you manage it over time? And it’s just an easy step by step process and then we’ve partnered with the city of Bend to have pre approved plans. And we’re going to be starting to populate that here in the next couple of months of choose your style. And you go through a streamlining process streamlined process. So you’re permitted and ready to go much, much faster and much more less expensive. So the adu is another strategy. The other strategy really dovetailed with our advocacy program. How do we raise our voice as a region, the state level and at the federal level, on the need for affordable and attainable housing. So we met with the Tri County leaders in our area, it’s a pretty big area, and came up with one platform that we went to our legislature with, and it was very effective housing was top of mind with Governor Tina Kotek, this session, and a lot of great programs came out of that. And then finally, we brought in expertise from across the country to really take a look at our zoning, and look at our methodology of getting homes on the ground that are affordable and quickly, and use that person and those methods to inform policy at the local level too. So that was pretty successful. And during this time, we also wanted to do the thing, not just talk about it. And so we raised money, we raised a couple 100,000, and just did an initial investment in a nonprofit Land Trust, who was doing an experiment and the experiment was getting some subsidized housing and a cottage style. So for a lot that’s like 6000 feet by 3000 feet, which is typical city a lot you could put in maybe three to four cottage style homes in there. And so they built these, put it on deed restricted property, but lowered the price enough. So folks in in a below area median income could actually afford the downpayment and to purchase that house, and own the house, not the land, but the house. So we bought down that cost, those homes are net zero, they’re worth about, probably about 600,000. Here, we got it under 200,000. Wow. And all of those homes are now occupied by people who work invent. But the real unique thing about this was we decided we wanted to take a risk. And we wanted to demonstrate how employers can actually participate in solving this problem. So what happens is when you donate money for a certain amount per house, you get extra points preferential points in a lottery. And that lottery is alright, if I own Katy’s ice cream shop, and I give X amount of money to one of those houses, I know one of my employees is going to get that house as long as they qualify. And those qualifications included, you have to earn under 80, ami, you have to have had a job and bend for a year, you have preferential points if you’re a minority, and so on, and you have to be pre approved, you’ve got to be able to buy this house and pay pay the mortgage, that

Brandon Burton 23:13
I was gonna ask about that about the qualifications to purchase that house because I could see somebody say, Oh, what a great deal, like get a $600,000 house for 200,000. But the criteria and the application process for that. And I imagine so the the businesses that help pay into that fund, kind of get first dibs, so to speak as far as their employees being able to apply for that routing, is that correct?

Katy Brooks 23:37
That’s absolutely right. And it’s deed restricted for 99 years. So if the house ever sells the same restrictions apply to the next buyer. The great thing is that shit, that preferential chick comes back to you as an employer. So another one of your employees get a shot at qualifying to buy the house. So we bought down four houses. And instead of using it for my employees at the Chamber, we pushed it out to do a demonstration project with any business event. So if you agreed as a business at Brandon’s candy shop, if you said okay, I’m going to pay $2,500 down to help my employee with the closing costs. And here are my five employees that qualify, you would have had a shot and those employees would have had a shot and that’s what we did. And so, folks all throughout the city, radiology technicians, manager, Windows Store, folks who you think of when you think of middle class or or entry, you know, mid level that had access to this home these homes and it was so successful, that they built 50 more this year. They’re in the process of it, and almost all those 50 homes have been subsidized by employers. They built another 100 You In the adjacent neighborhood, to the west, and another 100 plus to the north of us in another community, and they’re doing the same methodology. So in one year, we went from let’s experiment with four houses and just put these these opportunities out as an employer subsidized formula, and proved a concept that is now over 200, or over 100, no 200 homes that will be occupied and subsidized by employers in the area for 99 years. That

Brandon Burton 25:32
is awesome. I can see it being a template, even that some of these bigger employers might might do their own system, right, where they do housing for their own employees, and almost like a military base used to see you know, military housing, but you could you could do something similar with some of these big

Katy Brooks 25:50
kids so that that people earn equity, the whole point to home ownership. Is that generational wealth, yeah. And so that has to be a part of this and doing it with a partner who’s a nonprofit on deed restricted property was the way to go. And we’re just now rolling out our next investment. We raised about a half a million so far, we’re trying to get over the million for a revolving loan to help nonprofits and builders just put more mid market product out there on deed restricted land. So we’re doing our next experiment. Yeah. Which is what chambers should do.

Brandon Burton 26:34
I love these creative solutions. I mean, starting with the the adu website and encouraging people to build the smaller dwellings on their existing land. I mean, that’s, I think any community would rather see that than a big high rise apartment complex or something, you know, it fits in the community a little better. And then, you know, this path with housing and being able to help people own it own a house is amazing. So kudos to you guys for thinking outside the box and really taking ownership of this and finding a solution. I love this. It’s a it’s a great model that can be followed in other areas, as well. So yeah, as we begin to wrap things up here, these chamber the year finalist episodes, I think are special because you guys are top of the game at the moment, right? So for those listening, who are interested in taking their chamber up to the next level, what can a tip or or action item might you suggest for them to employ to try to accomplish that goal?

Katy Brooks 27:38
Be willing to take risks, have a have a board? That is you bring along, work with your board? And identify, ask the hard questions identify what the issues are, that’s preventing folks from growing or the opportunities that would help businesses grow, and go for the ones that are gnarly and tough to do that require convening. And a lot of work to bring partnerships online. That is what we are made to do. And get people on board, do your research and make it happen. Because I think there aren’t very many organizations like chambers, who are built for this. And that’s how we’ve all changed right over the many of us went through COVID. And that changed a lot. But I think it’s much, much bigger than that, over the last 10 plus 20 years, something like that. I think that as businesses change, we have to be the first ones to we have to see it, identify it, predict it and do it.

Brandon Burton 28:46
Yeah. On those gnarly goals. That’s what people can get behind. Right? If it’s just something that’s barely going to move the needle, it’s hard to get get their interest and getting behind it. But yeah, there’s big hairy audacious goals, right, that that’s what people can get behind and and get some ownership in. I love that. So I like asking everyone I have on the show as we look to the future. And I understand you’re working on the horizons report as well. So you might have some additional insight. But as we look to the future of chambers, how do you see their future and purpose going forward?

Katy Brooks 29:22
So I think chambers are the leading edge. I think that we have an intrinsic design of who we are, to convene, to go beyond partisanship, to ask the harder deeper questions and take things on that don’t have an apparent immediate answer. There aren’t any other types of organizations who can do that in the private sector is a huge responsibility and it’s super fun, by the way. And so I think that is our Our future is asking that what’s 10 year out? Question? If it’s 10 years out, what are the signs? Read it? If you don’t know, ask somebody. That’s the other thing that we do is ask a lot of folks with great expertise. We don’t have to have the answers. We just need to know who to ask. And we have to have the the fortitude to identify things that make sense for us to take on that really requires collective effort, and foresight, and a little bit of risk. Yeah.

Brandon Burton 30:32
I love that chambers being the leading edge and taking on those things that don’t have an apparent answer. And that is the the DNA of what a chamber is, though. And especially when you think of AI and advancements in technology, like there’s there needs to be that continuing purpose of a chamber. And that’s it right there. I love it. So Katy, you mentioned asking if you don’t know as somebody so I’d like to see for people listening who might want to reach out and connect with you and learn a little bit more about how you guys are doing things, doing things in band, what would be the best way for them to reach out and connect with you?

Katy Brooks 31:11
Well, anybody can give me a buzz but my email address is katy@bendchamber.org.

Brandon Burton 31:22
Easy, we will get that in our show notes for this episode as well to to make it easy to look up and connect with you. But Katy, this has been great having you on chamber chat podcast and again, huge congratulations to you and your team being selected. As a finalist. It really is a indicator of the impact you guys are making in your community as as indicated through our discussion today. So you guys are are moving that needle and big. Congratulations to you guys.

Katy Brooks 31:49
Thanks so much. We’re so thrilled.

Brandon Burton 31:52
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Paducah Chamber-2024 Chamber of the Year Finalist with Sandra Wilson

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Below is an auto-generated transcription. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your hosts Brandon Burton. And it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Community Matters, Inc. With nearly 20 years in the chamber industry and over 100 media awards presented to their chamber partners, community matters provides the R&R that every chamber needs, revenue and recognition.

When it comes to publishing a Chamber Map directory or Community Guide, Community Matters has a trusted experience to help your chamber accomplish your goals. With different advertising sales models and publication styles, Community Matters will help you create a non-dues revenue machine!

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You’re joining us for a special episode in our 2024 chamber of the year final the series and our guests for this episode is Sandra Wilson. Sandra is the president and CEO of the Paducah Area Chamber of Commerce. She joined the chamber in 2013 and before that she was a community volunteer she was the first woman to serve as Chairman of the Board for the Paducah Area Chamber of Commerce in 1996 and later also as the first woman chair of the greater Paducah Economic Development Board. on a statewide level, she served as chairman of the Kentucky Manufacturers Association and on the board of the Kentucky Chamber of Commerce and leadership, Kentucky. She is a past board member of ACCE and serves on the local chamber advisory board for the Kentucky Chamber of Commerce and as chair of the board for the Carson center Performing Arts Center in Paducah. She is the ambassador for Kentucky for the Association of leadership programs. She’s a graduate of Murray State University and leadership Kentucky and leadership Paducah and 2017 that Paducah chamber was named as chamber the year and category two from ACC. They’re also a five star accredited chamber by the US Chamber of Commerce. Sandra holds IMF IOM certification from the US Chamber of Commerce that Sandra, it’s great to have you back with us on chamber chat podcast. It’s always good to get past guests back on the show. But first congratulations to you and your team for being selected as a chamber the year finalist again, what an accomplishment. wanted to give you a chance to say hello to all the listeners and to share something interesting about yourself so we can all get to know you a little better. Oh

Sandra Wilson 2:53
my goodness, Brandon. Well, thank you so much for hosting us and inviting me to be on the show today. I consider it quite an honor. And we are thrilled to be a finalist in 2024 is chamber of the year in Category Two. And we know who the other chambers are. And we look forward to seeing them at the ACC conference and visiting with them we have in the past about sharing ideas. And I think that’s really what chambers are so good at is doing is sharing ideas of what’s working in each other’s community so we can all be the best that we can possibly be for our community.

Brandon Burton 3:29
Absolutely, yes, that category two really all the categories this year, great chambers, great programs, but I’m looking at category two specifically I know them as well. And it’s a good competition all around. So whoever whoever wins, this is going to earn it for sure.

Sandra Wilson 3:48
Not be in the category with with those other chambers. So we’re thrilled about it. Absolutely.

Brandon Burton 3:54
Well tell us a little bit about the Paducah chamber Puducherry chamber and give us some perspective of the size of the chamber staff budget scope of work just to kind of prepare us for our discussion today.

Sandra Wilson 4:06
We are located in Paducah, Kentucky, and it’s in the western part of the state of Kentucky. So it’s kind of a rural area. But we’re located in the city of the rural part of Western Kentucky. And we’re the largest chamber in this area. We’re about 950 members always pushing to get to 1000 staying around that area. We have been at five staff members until the first of June, and the first of June we finally had the opportunity to hire a sixth employee. We during the last couple of years we raised money to launch a leadership center within our chamber of commerce. So we’ve hired a full time Executive Director for that will be staffing that portion of our chamber and he started June 1 So it’s been different having six here. You know you are so excited to be able to grow and add more staff. We are truly the chamber. We, our economic development involvement is we own our building we just bought our building within the last year and the greater paddock economic development is here with us are one of our tenants, we work very closely with them and helping to recruit economic development, but we’re the chamber and we work on behalf of our community, we lead the advocacy efforts for our region. We’re a hub for small business development programs. We’re the convener of people, and we love that part. You know, what we really want to do is just continually work to improve this community. So others that come here and visit it love it as much as we do. Yeah,

Brandon Burton 5:45
absolutely. What a great time to join the chamber though for the new staff member I mean, chamber the year year. Yeah. Great timing. So on these chamber, the or finalist episodes, I’d like to spend the majority of our time discussing the two programs of work that you guys submitted on your chamber the your application. I think there’s a lot there that other chambers listening can learn from and be able to scale and adapt and maybe apply something similar into their communities. So we’ll focus the majority of our time on those programs as soon as they get back from this quick break.

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All right, Sandra, we are back. As I mentioned before the break, we’re going to focus on the two programs that are submitted on your chamber the your application. If you would please introduce the first program that you’d like to address this today on the show and we’ll we’ll dive into the details of that. As

Sandra Wilson 8:34
a chamber, I think it’s really important that you look at what is going on in your community and what is the most important program or something that you need to take on and tackle. And for us, it it’s been the Department of Energy site here in Paducah for many years. But it took a different perspective in the last year and a half that planet that they announced in 2013, that they were ceasing operations and they would go into in what’s called Legacy environmental management. It was for cleanup of the site, which meant that they were still going to be there for probably 30 to 40 years and the cleanup stage. But it’s it’s it’s different than when it was operating. And it was different for us is the way our community needed to embrace the Department of Energy. So we’ve been in that phase for over 10 years now. And it became apparent to us because we got very involved with the national trade association for communities that have a department of energy side that’s in this phase of cleaning up the energy communities Alliance. We started going to their meetings we started meeting you know, we’ve always been the advocacy organization asking for money, but we for the for the cleanup, but we started looking at what needs to be done out there for the future. We really didn’t have a plan for beyond the cleanup phase, where there’s all He’s an opportunity for development, economic development to continue. So we applied for a grant with the Department of Energy to lead the reindustrialization study for that site to really map out the future. Because there there could be a parallel path for this site, you can have it the cleanup going on that we’re working with. Now, again, on our advocacy side, for the chamber, we are fighting for funding, we have fight for long term contracts, those are the things that we’re representing there. On the second side of it, the parallel path would be looking at how we could get the land that has been dedicated and managed, owned by the department of energy transferred back to our community so that we can begin to do economic development project programs, and overall economic development of that site. So we developed a grant request, and we’re very successful to get that, and we’ll be we’re about a year into it now. And we’ll be, you know, continuing throughout the next six months to a year as well on it. So with that, I have grant request had some major pillars in it, of course, that we have to accomplish. And one of those is identifying and infrastructure needs for the land that would be transferred back to the community. And in step one of that also, you had to, we had to do the official formal request from our community, for the very first parcel of land to be transferred back to the community. So that has been accomplished. And so now we’re looking at what the infrastructures would would need water, roads, all of that, to make that successful economic development. And then we will continue with working on prospects for economic development. We’ve been to national conferences to meet with companies that are interested in locating and an economic in a on a Department of Energy site, a joint adjacent to it or nearby. We’re working on the workforce. And really, we’re looking on the workforce for now and for the future. So that’s part of our grant that is really overlapping from what’s happening now, and going into the future for the next few years. And so those were the main things, those were really a little bit unusual for our chamber, because we’re not the economic development organization for our community. But we work with economic development very closely. And we have worked with the Department of Energy for so many years that we know knew that they have a lot of trust in our chamber, that we have built a relationship with them for the year. So they knew that we would take this very seriously, and that we would make sure it’s done correctly.

Brandon Burton 12:50
So what kinds of things were maybe surprising as you went through the study of trying to revitalize this this land? Was there anything that came to light that you didn’t expect? That has kind of course the direction that you’re going going forward?

Sandra Wilson 13:07
I think that identifying the companies that might be interested to come here has been a very interesting prospect. I mean, that we can’t really, you know, we’ve just put in the land transfer request, that had to be step number one, and then we’ll begin to identify who would be interested in coming here. So there’s a lot of opportunity there. The Department of Energy has a lot of funding available for developing new companies. But there’s just a lot of things that will come to light as we begin to work through this process. Yeah.

Brandon Burton 13:43
All right. Is there any specific industry or type of business you feel like would be an ideal candidate for what’s on a former Department of Energy? Land?

Sandra Wilson 13:56
There are some that are, you know, Newt, mislaid, nuclear clean energy potential for small modular reactor. I mean, right now we’re identifying those and who would consider coming here, there are a lot of fuel fabrication, a lot of things that are really all new to us, as a as a chamber, that we’ve been able to work with the context that we built through the many years that we’ve been involved with the Department of Energy to know who they may be. Right.

Brandon Burton 14:24
Now, as I think of a chamber of the year finalists, we’re really looking at chambers that are making a big impact on their community. And what you guys are focused on here with this Department of Energy land, this can be a huge impact to the economy in the Paducah area and just a change of atmosphere, if you will, depending on how that goes forward. So that I see it being a huge impact in the community.

Sandra Wilson 14:51
Thank you. I would totally agree. The decisions we are making today and that we are identifying for the future really are Setting our community for the futures for the next 50 years and beyond. Because it’s so critical that we diversify our economy here, we’ve had this Department of Energy site for 60, year of 5060 years, it was a great employer of some of the best jobs in our community they employed, you know, way over 1000, they still do that. But it’s sometimes in the peaks, I’ve been up to 1800 to 2000. And so we became really reliant on that, because we had such a good base. But it’s important that we continue to diversify all of that economy, you know, community, our size is not a huge geographical large county. So that is available land that we need to focus on for economic development for the future. We have said before, when we’re meeting with the Department of Energy, we don’t want to be part of just their history, we want to be a part of their future. And they have a lot of programs available for working with companies that are looking at the future of energy projects. Our state, for example, we had in our advocacy efforts for 2024, with the state priorities was all quite a bit about nuclear energy. And our state has a set aside, established a new nuclear Working Group advisory board that will be run out of the University of Kentucky. And you know, there’s identifying criteria for making a community nuclear ready. Prior to that our community had already identified and adopted resolutions by our city government or county government, our chamber economic development, our community reuse organization, stating that we are a community that’s a nuclear ready. And by that we meant we’ve been in this arena for many years. We understand it, we know it, our workforce knows that we’re ready to go for the next step. Yeah,

Brandon Burton 16:59
that’s great. I love what you said about, you don’t want to just be a part of the their history but a part of the future as well. So I love being forward thinking like that.

Sandra Wilson 17:11
Girl is also I’ll just say what he’s really put me out in the and a national forefront. I was able to speak at a waste management symposium earlier this year, and was on a panel out there where there were I think 3000 People now wasn’t I didn’t speak to that hopeful 3000, I spoke to a panel on a panel specific about cleanup of the Department of Energy side. But it’s put me in a whole new arena, really talking about that. And I also believe that it is putting a chamber chambers of commerce across the country in a new arena where you can show that you adjust to what your community needs are. And we saw this as a really strong need, we embraced it, we were very intentional on how we would move forward with it. And we are going to deliver the best product that we can for the Ark communities path forward, we call it our roadmap for the community. So that whoever picks it up at the end, knows exactly the next steps for land transfer, who the economic development prospects are and has their contacts and knows what they would want for infrastructure needs, and knows what the workforce would need to be. So we’re preparing our future at the community now.

Brandon Burton 18:24
That’s great. I love it. Love it, love it. Let’s shift gears a little bit into the second program that was submitted on your chamber that your application if you introduce that to us and kind of the the origins and how that’s developed?

Sandra Wilson 18:40
Well, when I talk about economic development, let me just say we say it all the time, it happens one job at a time. It’s great when you have a new company come in and they’re announcing three to 400 500. But you have so many small businesses in Riyadh in reality Chamber of Commerce for us. In located where we are about three fourths of our members are considered small businesses. And they’re reliant on the big employers around them for the customers and the you know, the activity that comes in for them. But they are truly what we would call economic development at its finest. And we have a small business cohort that had we’ve graduated 40 from the program, and we see how they are hiring people. They’re expanding. They’re opening new locations, because of the programs that they have seen that can be successful, how they can develop it and make their own business more successful through what they’ve learned in our small business cohort. We have all kinds of seminars, we have a lot of programs that go on, we get calls every day that how do you do a business plan? How do you get this will central to that was our Small Business Development Center, that chamber How does it how’s that but we have a close relationship in partnership with the Small Business Development Center. The way it is structured in our state is that I have to raise it was it was restricted a little bit where they had to raise the funding locally to keep their program open. When you have somebody that’s supposed to be advising small business owners, I didn’t, we didn’t want them to have to spend their time or decided that the chamber. And we went out in the community and the chamber, first of all, and we went to our economic development, our city or county and our local organizations that benefit from having small business development center in our community. And we were able to raise the money that was needed to keep that program open, and that you’re continuing to be a close partner with us and everything that we do for our small businesses.

Brandon Burton 20:42
So I’m curious and how you went about raising the money? Was it about just getting the the awareness out about what the need was and making strategic assets? or was there some kind of event or fundraiser I had, what was the approach to raising those funds?

Sandra Wilson 20:57
First of all, our Small Business Development Center had a great track record, so they could show the businesses that they had helped, and what it involved with jobs and with economic development, so when you go and talk to a mayor, or a county judge, and you can show them the benefits and the success that they’ve been having, it really helps a lot. And we were able to do that. So it was strategic meetings, and some phone calls. But we did go to a lot of meetings in person. Most all of them were our members, primarily, we did work with an adjoining county that had some support as well. But we that adjoining county is a really close partner with our own county and with our chamber, they’ve been very involved with us through the years. So we had built those relationships. I think everyone that we asked knew that they could trust us as well, that we wouldn’t be behind it if we didn’t know that it was going to be a very successful program. And so that that’s what we did, we mostly, I would say, went one on one with meetings. But it wasn’t an impossible sale, where it was more of an education. And let’s face it, everything at the end comes down to making the ask closing the deal. Yeah.

Brandon Burton 22:11
So you didn’t do like a mass email and say we’re collecting funds, it was more strategic and gave some intention behind that. So

Sandra Wilson 22:22
we knew that their partners were, we knew who the small businesses that they were helping with we’re working with, we knew that overall, no one wanted to lose this resource that we had in our community. I think that was someone the number one thing that we all agreed on. It was just how do we make sure that we’re doing the steps that we need to and somebody has to take the lead on anything that you’re going to do somebody has to take the lead to make sure that it’s being done, it’s being done in a timely way it’s being reported, and that everything that needs to be done, when you’re looking at raising funds, it was going to the University of Kentucky, that everything that needed to be done was was completed the way it should be. So

Brandon Burton 23:09
the raising of the funds, is that something that needs to be done on an annual basis for the Small Business Development Center? Or is it what what kind of interval was that where they need to come up with the funds to justify staying open, we

Sandra Wilson 23:21
set it up on a two year program. So everyone committed for two years, I believe at the end of those two years, we will not have any trouble continuing with that, because he’s already met his goals for the year right now, you know, and halfway through the year, so he’s got the rest of the year to continue. You know, just to build up on that and expand, the one thing that he probably needed to do was be able to expand into other counties. A lot of his work was being done in our immediate area in Paducah and the immediate surrounding area. But there are other counties in our community that did step in our West Kentucky Regional Chamber Alliance stepped in and made a nice contribution to help with them. And they represent 14 counties in West Kentucky. So it was a really opportunity to allow that this service to be expanded as well. Yeah,

Brandon Burton 24:11
that’s fantastic. Guys came in as heroes.

Sandra Wilson 24:17
So I mean, in regionalism, and how important it is that if our county is successful, it’s overflowing into other counties. And if our county next door has businesses opening, more than likely, you know, we’re going to benefit from that in some way. And so, really show the strength I think of working together to support something in your region that you know, is vital and is very important. What was

Brandon Burton 24:43
key to me is how you mentioned it was it was all built upon the relationships that you guys have built over the years to be able to go make those asked to make those connections build lean upon the county next door and to be able to make this happen and it is it’s what chambers do is convening and building those relationships and That’s, uh, you guys executed well on that. So great job.

Sandra Wilson 25:06
It was really fun, because it actually put us out in the community back meeting with our own members. But you know, the underlying factor too is we knew we really couldn’t continue our own small business development programs that we have, if we didn’t have that resource. It was critical for us to have that. So it was a great investment. Right? And resources.

Brandon Burton 25:29
Yes, yeah. So I like asking, especially as we have you on as a chamber, the year finalist for chambers that are out there listening, what kind of tip or action item might you share for a listener who’s interested in taking their chamber up to the next level?

Sandra Wilson 25:46
There are a lot of resources out there that are very beneficial. And I think you have to look at your own region to see how what what’s needed the most. And then you can rely on for us, we rely on our State Chamber, the Kentucky Chamber of Commerce a lot. I mean, we work very closely with them, we rely on the US Chamber of Commerce and rely on them. And as a chamber executive, we rely on the association of Chamber of Commerce executives, there are great resources available, that if you just will take the time, that and I’m just gonna say that’s probably some of the hardest thing. That’s the hardest that you have to find. Because as a chamber, executive, chamber staff person, you’re managing a lot of different tasks, no day is ever the same. No crisis is ever the same. No, celebration is ever the same. And so you have to really be always looking to see what someone else is doing. And then the chamber rolled, you know, I think we call it r&d, the RIP and duplicate, and you make it your own. And we do that, and we’re honored when another chamber does that from something that we’re doing, if they can, if we can help them to be more successful. That’s awesome. Because that’s helping more communities to be successful, more Chambers of Commerce. So identify what’s needed in your community, look around and see how you what would be the best organization for you to align yourself with on any particular issue. And it’s going to vary from issue to issue.

Brandon Burton 27:21
I love that fact, as I introduce what chamber chat podcast is all about to chamber professionals, I’ll use the tagline that it’s your weekly r&d resource, right? So every week, you get new ideas that you can rip off and duplicate. So I love that learning from others. As we look to the future of chambers, how do you see the future chambers and their purpose going forward?

Sandra Wilson 27:47
I’m gonna go back to the fact that I think you have to identify what’s important in your community, because we’re all different. We all have different challenges and different opportunities, and identify what is going to help your community and I didn’t make a determination if that’s something your chamber should be the lead on, should maybe be the second play the second roll in and pushing, sometimes you just have to push, who maybe it’s a different organization, or maybe it’s the government that should be in the lead, and you’re the one pushing them to help them better understand that there are times that you’re going to need to be in the lead and look to others to help you with that. But you’re going to have to stay relevant in your own community.

Brandon Burton 28:32
I like that trying to figure out what your role should be and what your community needs. I think a lot of chambers just jumped to the conclusion oh, we need to be the lead. And like he said, oftentimes be in that second role and helping to push it along and explain why things are important is very helpful. You’re still leading but you don’t have to take that that main charge and carry that that weight that comes with it as well. So great, great piece of advice with that as well. Well, Sandra, before we let you go, I wanted to give you an opportunity to share any contact information for listeners who’d like to reach out and learn more about how you guys are doing things there in Paducah, what would be the best way for them to reach out and connect with you. Okay,

Sandra Wilson 29:11
that’s great. I always appreciate sharing information and I can tell you that I call others all the time to ask for their advice. So you can reach us at PaducahChamber.org And my direct email is swilson@paducahchamber.org. And let me spell Paducah, Pa d u c h Paducah. And wire info if you can’t remember as well send info@PaducahChamber.org. We’ll get you through to ours and we’ll answer you.

Brandon Burton 29:41
That’s perfect. And I’ll get it in our show notes for this episode as well. So somebody can pull that up and find your email and website and all that good stuff. But Sandra, this has been great to have you back on chamber chat podcast and again, big congratulations to you and your team for being selected as a finalist for the great work you guys are doing. Under the Paducah area, and I wish you and your team Best of luck as chamber the year. Thank

Sandra Wilson 30:05
you, Brandon. Thank you for all you do for the chamber profession. We really do appreciate it. Thank you.

Brandon Burton 30:10
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Michigan West Coast Chamber-2024 Chamber of the Year Finalist with Jodi Owczarski

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your hosts Brandon Burton. And it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

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You’re joining us today for a special episode in our 2024 ACCE Chamber the Year Finalist Series and our guests for this episode is Jodi Owczarski. Jodi is the President and CEO of the West Coast Chamber in Michigan. For the first five years the West Coast Chamber Jodi was accountable to provide leadership and all areas of the organization as well as serving as the integrator within the EOS framework. As a vice president and CEO, Jodi was responsible for all human resources, accounting and finance functions, as well as managing the staff, Facilities and Operations and directing the West Coast leadership program. She was made president and CEO of the West Coast chamber on September 1 2020. To Jodi’s limitless capacity for solving math problems has been essential to creating budgets and balance sheets. And her inviting personality and quick humor combined with our strategic thinking give her the edge when making when managing staff committees, volunteers, Jodi’s contagious energy ripples into our business community, and today will ripple into this podcast episode. But, Jodi, we’re excited to have you back with us here on Chamber Chat Podcast. For those who are regular listeners she was with us almost a year ago, as I look back on it, she’s back in episode 244. But we’re excited to have you back with us and give you an opportunity to say hello to everyone listening. And I like asking for an interest. Interesting tip. Interesting fact about us so we can get to know you a little better.

Jodi Owczarski 2:49
I love that. Brandon, thank you. I’m honored to be back, especially as a finalist for chamber of the year. That’s something we’ve aspired to for a long time. Well, I almost had to ask the staff an interesting fact about me. But I guess as it relates to being part of the chamber world, I actually started at the chamber as an ambassador, and was an ambassador when I was hired on back in 2017. And was in the leadership class. And part of my new role at the Chamber was to be the director for the leadership program. So I started directing the program that I was still a member of the class were so that was an interesting twist on being a part of that program.

Brandon Burton 3:30
Yeah, very meta, right, like, and leading it. You took good notes at the beginning so you can have some idea what you’re doing. Exactly. Well, tell us a little bit about the West Coast chamber, give us an idea of the type of chambers kind of work, you guys are involved with size, staff budget, that sort of thing to kind of set the stage for our conversation.

Jodi Owczarski 3:52
Absolutely. The West Coast chamber is on the west shore of Lake Michigan. We are based in Holland, Michigan, a community of about 120,000 people in the greater Holland area. In this space, we have 1233 members, as of today, every member counts. And we’ve recently expanded to a staff of eight team members. interesting for us. We have found that we are a very fertile bunch over here. We’ve had four maternity leaves in six months and a fifth one coming. So our small team has been put to the test. Seems like we take having babies two at a time around here. So we’re growing our chamber membership. One, one baby at a time.

Brandon Burton 4:44
Wow. Yeah, your your team is it’s like doubling right. Is called Workforce Development. You bring them yeah,

Jodi Owczarski 4:53
we’re dedicated right to the workforce development. We’re all growing our own.

Brandon Burton 4:58
That’s right. I love it. Well Yes Congratulations to you guys for being selected as a chamber of the year finalist. It is a huge accomplishment I know even to to be selected and I on these episodes I love diving into the programs that were submitted on your chamber the your application. So we’ll spend the majority of our time today talking about those. And we’ll dive into those programs as soon as they get back from this quick break.

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All right, Jodi, we’re back. So why don’t you tell us what the first of the two programs is that you’d like to highlight today? And we’ll dive into the details of it and learn a little bit more.

Jodi Owczarski 7:32
Absolutely. So I mentioned that I was in the West Coast Leadership Program, our community based leadership program. And as I was trying to reimagine what that program could look like, I really worked to reevaluate that last day, the program that we had called graduation, and really thought about trying to discover ways that we could do a better job of tangibly launching those leaders out into our community. And so the first year I had them go around and volunteer around town. And the group of 25 or 30 people in the class at that point, had a great time. And from that, we discovered that we there’s a little something here. And so the next year, we did it again. And we allowed them to invite a friend or colleague along and internet, we had almost 100 people out serving. And that’s when the idea really hit that we could do something bigger. And from that our first initiative was born, which is called Community Impact day. So in 2022, we decided to take the afternoon of the last day of our leadership program, and facilitate volunteer opportunities with people throughout the community that were willing to serve. And so this could be anything from painting to spreading woodchips to helping stuff, mailers for nonprofit. And so we reached out to our nonprofit organizations, we set that up. And in 2022, we had 250 People go out and serve that afternoon. It was awesome. And as we were debriefing at the end of the day, my team was kind of energized and I had that post event high and threw a a b hag out there and said you know what, let’s do it again. And next year, let’s go for 1000 people and and so we did we we went for it. We ended up with 983 which of course is short of our goal, but it felt anything but short of the goal last year when I drove through the town and could see nearly 1000 people out volunteering all wearing our community impact a blue shirts, and and we knew that something great was really underway. This year. We did it again may 15 2024 And we had over 1500 15 122 people serving this year. And next year, we’re shooting for 2025 and 2025. So it’s so much fun. And our hope is that we’re going to get other chambers across our region across the state and even across the country, leaning in and doing this ideally, even on the same day, when that’d be

Brandon Burton 10:24
cool. That would be awesome. So you thought 1000 people out in the community serving was it be hag right? Yeah. And look at your look where you are now, right like that. It almost seems like a small goal, looking back on and seeing the growth and where the vision is going today. I love how you talked about creating something to be able to launch these leaders into the community. So what is their role in this these these leaders that go through the leadership program? Yep. What’s that launch look like?

Jodi Owczarski 10:57
Great question. So I knew that going from 200 to 1000, I had to do some creative things. And the leadership class played a big part in that. So we have a class of typically 25 people, they were each responsible for choosing a site that they were going to volunteer at, and being the leader at that site, which also meant identifying all of the volunteers that were needed for that location. So they had choices of where they could go, but each site needed at least 10 volunteers. So now I knew I was going to have 250 volunteers just with a leadership class. It also gave them a great opportunity to lead at that spot. Undoubtedly, the group of volunteers moved through the volunteer projects quicker than what the organization expected. And so we always need somebody on point to say, what more can we do, and hey, let’s go over here and do this next, and just kind of take charge and continue to make things happen. And so they’re able to serve in that way. Once we saw that model work, we expanded that same thing to our board of directors into our ambassadors, so that you get another, here’s another 150 volunteers coming, here’s another 400 volunteers coming over this way. And so it was it was a quick, repeatable way to gather groups, when you start seeing teams come right from businesses, etc, that it’s the whole IT department from this manufacturer, or, you know, fill in the blank with who that is that they’re coming out as a group to do that together. And in the benefits that they see in that come right along with that. Yeah, I

Brandon Burton 12:44
can see where certain Chamber members is different businesses in the community could see it as a corporate responsibility, kind of a thing to come out and give back to the community so they can create their own teams. And I could see, you know, competition coming out of this at some point for sure, the earning or something. Yeah,

Jodi Owczarski 13:01
there’s some other pieces of this as well, where it’s like, you look at the younger generation, and what we’ve studies are showing is that investing in the community, volunteerism is critical for them. And if they see their employer investing in that way, and allowing them space, to be able to go do that as a part of their work, their retention is so much higher. And we’re hearing that from our employers. We also worked really hard on inclusivity. This year, as we went from 1000, or 983, to 12. To 15 122, we wanted to look at who’s often overlooked in this process. And we went to Senior Centers where we were sending volunteers to go serve these senior citizens. But we also went to them and said, Yes, and we’d love to take your senior citizens out. And we believe that they’ve got great value to contribute, let’s find opportunities that they can serve, maybe it’s not spreading wood chips, but we’ve got some other things that we could create that could be meaningful for them to do. And so we had that happening. Same thing for an organization that serves adults with a challenges and sent the group into serve there, but also brought that group of participants out to come and serve and it was just the coolest thing to see the pride that they had in the work that they did out in our community.

Brandon Burton 14:32
I love it. You’re answering the questions that I have before I asked them about how you grow Yeah, so exponential exponentially like that. But it’s it’s getting you know, those leaders from the leadership class involved and then extending it to the board and the ambassadors and then kind of cross pollinating with those that you’re serving also providing service and I love it. I mean, you guys are just have your eyes wide open to opportunities, and inviting and being inclusive and What What kind of outcomes are you seeing through the community as you guys implement these, these community impact days?

Jodi Owczarski 15:07
You know, there’s there’s these easy, tangible outcomes, right. So if we look at the city of Holland, for example, we went and did two big projects. Last year for the city of Holland in 2023, we built a playground, for them that was replacing an old kind of broken down one and put in a new inclusive playground, that children of all physical and cognitive abilities would be able to utilize. We also went out and painted railing along the seawall and painted miles of painting of railing along the seawall, and for the city of Highland in that three hour time block, we saved them over $120,000. It’s just remarkable right to be able to do that. And it’s, it took us very little effort. But it’s a tangible outcome on on our city. So there’s those kinds of outcomes. Our nonprofits are seeing additional, we’ve tried to coach them up along the way to say, Man, this is an opportunity for you to have all of these people learn about your organization. So as they come there, and they’re ready to get started, take five minutes, give them your elevator pitch, right? Tell them about what you do and why you do it, and what your biggest needs are. And what we’re hearing from those organizations is that the relationships continue beyond this one afternoon. They’re coming in to volunteer on an ongoing basis. They’re becoming donors and, and financial supporters of the organization. They’re becoming advocates and helping to tell the story and grow awareness of these organizations. So it’s cool to see that happen as well. And then we see the impact of the investment of the volunteers themselves. They feel differently about the community when they go to the park where they built the playground, or where they painted the railing. That’s their park, they’re gonna pick up garbage that they see on the ground, right? They’re gonna take their family there with pride, because this is a place that they had an impact on.

Brandon Burton 17:18
I love that skit and people involved. Do you ever see people wearing the T shirts just around the city?

Jodi Owczarski 17:25
I love saw it yesterday, the first time that it happened, I made a fool of myself, I was giddy. I took a picture. Covertly, I’m yelling across the street, I love your teacher. The person looked at me like I completely lost my mind. But we’re intentional and buying a shirt that people are going to want to wear. They’re super comfortable. They’re beautiful blue color. And so we see them all around town. So there’s no charge to participate. That’s the one expense that we have. But the sponsor dollars have come in so readily, that it’s an easy thing for us to do. So you drive through the town, you see the shirts everywhere. And it was fun even to see some of the Facebook groups, you know, if your community has a for us, it’s a Holland informed group, right? It’s where all of the the gossip and things happen. If you want to know what’s happening in the town, this Facebook group, there was a number of questions about, Hey, what’s up with all the blue shirts in town today? And then reading the responses right at the people saying, oh, my gosh, it’s the coolest thing. This happened. And I want to do it next year. And, you know, how do I get involved? It’s it’s going to take on a life of its own. This, this project has legs, and I hope that I’m going to be 80 years old and coming back to participate in community impact day.

Brandon Burton 18:47
That’s great. I love it. Love it. So let’s shift gears a little bit into your second program. I know it’s somewhat connected, but introduce us to it. The second program is you submitted on your application. The

Jodi Owczarski 19:02
two tag team really well, although they were created in separate ways. Our second initiative is called West Coast Connect. It’s an online platform that we’ve created, that has a directory of opportunities for leaders in our community to serve at board elected or skilled committee types of opportunities, as well as a directory of individual leaders who are raising their hand and willing to serve. So our community did a deep dive a couple of years ago to look at what are the top issues facing our community. And at that time, we were going through a pretty big political upheaval and realized that we were going to be late to the game and having adequate candidates for some Local elected positions, and realize that we can’t be late to that, again, we’ve got to be more prepared and identifying and equipping those leaders in advance. At the same time, we’re looking around and seeing generational leaders that are at the same tables over and over, right? You see the same people. And we know from our West Coast leadership program, we have about 1000 people that have been through this program, why do we see the same 20 people serving everywhere, it’s because they’re top of mind, we know that there are far more people willing and capable of serving, we just have to get them more top of mind. As a chamber professional, I regularly would get a phone call saying, Hey, I’m looking for a board member. And here’s what I’m looking for. Right? Ideally, it’d be a female, if that person could be a person of color, that’d be fantastic. We really need somebody who has some financial acumen and, and so you kind of scroll through your brain and you think about the people you see, and you give the same list. This helps us go so much deeper into the list of potential people serving throughout our community. It can be self serve, our organizations can go. And not only post the opportunities they have, but also source their potential volunteers. But they can also come back to us to ask for, like, who do you know, in this directory, and give us the parameters. And we can pull some reports to make sure that we come up with, you know, a list of great people for for them to be able to connect with and explore whether or not they’d be a good fit. So

Brandon Burton 21:45
I know with a platform like this, the one of the struggles at the beginning, it’s like a chicken or the egg and everything, right? If you’re trying to match the two sides together, you need to have, you know, one or both sides populated to be able to make it useful. So how do you get started with creating a platform like this to be able to matchmake? And no, you’ve got kind of that list in your head that maybe you can start with populating that. But then it said that same list that you’re always putting out there, right? So sure, what’s the approach? Yep,

Jodi Owczarski 22:15
great question. We started with our current West Coast leadership class, right there in the class, because they want to serve in the community. And so they were the first 25 people to populate, then we went back to the three most recent classes and had them do it as well. Because we knew, again, they they were looking for those same opportunities. Once we had some of those built out, we could send it out more broadly. And people could see what they looked like what that looked like, and could see themselves in it. And so at this point, we have over 227 individuals that have raised their hand and are currently on this site. So

Brandon Burton 22:55
do they create their own profile, upload a picture and kind of a resume of sorts of you know, what their background is?

Jodi Owczarski 23:02
They do. So we knew for this to be successful, it had to be a couple of things. We were we run lean as a team here. So this couldn’t be something that required a lot of intervention on our on our part. And we needed it to be as self serve as possible. So we built it on our growth zone platform that we already use for our CRM system, they’ve got logins for their accounts already, they could create them right in there. We do allow non members to be a part of this, because it’s really more about the community than just the chamber. And so we’ve set it up so that they non members could could log in and create this as well. So they can update their profile at any time to keep that relevant, if they’ve gotten a few opportunities, and they’re no longer looking for a new opportunity, they could take themselves down, put themselves back up again, when they have fresh opportunity or capacity to grow that. And it’s the same thing for the organization, right? They can log in, they create the whole list of what it is that they’re looking for. And we just approve it, clean it up to make sure it looks good. And get it posted on our website. So it’s it’s very simple.

Brandon Burton 24:16
Are the organizations that are searching, Are they members or is that open to? That’s

Jodi Owczarski 24:22
open as well. Okay. Yep. Yep. Again, we believe that this is bigger than chamber, right? This is this is whole community. And we want to make sure that everyone has the opportunity to be able to do this. So you know, when elections are coming around, we have more data behind the screen than what you can see visibly, we’re not going to share people’s personal home address in some other personal information, but information that’s helpful for us to be able to look and see, hey, I need someone in ward three for city council, who lives in that area that It has self identified as someone who cares about advocacy, and may be willing to run for run for a seat on city council in this in this geographical area, we can pull that up and and dive into that a little deeper.

Brandon Burton 25:14
Yeah. So right now it sounds like it’s been filled with leadership class participants, right? Is there any application process for anyone else in the community that wants to be involved? Do they need to go through the leadership class or what’s, how’s that structured,

Jodi Owczarski 25:31
they do not need to go through the leadership class. This too is open to anyone. We the third leg of this stool is education. So we will offer educational opportunity. So if they’ve not gone through West Coast leadership, or they’ve not served on a board of directors before you could come to a how to how to serve on a board class, right? So you understand what it is that you’re signing up for. We’ve also run things like how to run for office and had the County Clerk come in, to help equip people for what does that process look like? What are the financial obligations? What are the deadlines? What are the do’s and don’ts. And so we want to make sure that an educational component also comes alongside this so that we can help equip whoever is willing and interested to serve.

Brandon Burton 26:20
Well, that seems like a great solution. And way to think outside the box to play matchmaker there, if you will. As we start to wrap things up, I wanted to ask for those chambers who are out there listening who want to take their chamber up to the next level. What kind of tip or action item might you offer them? And it might carry a little more weight this time, especially with you guys being a chamber, the year finalist?

Jodi Owczarski 26:50
You know, that’s a great question. And I think, I don’t know what chambers are going to look like in the future and even day to day, they continue to evolve, right the way that we need to serve our community. And it’s very easy to get up on the treadmill of just continuing to churn out what we’re doing. My tip would be to take intentional, we call them clarity breaks, built in time into your schedule, on a regular cadence that takes you outside of the business. So you can think bigger, you can pause to reflect on everything from like, how’s my confidence? What am I procrastinating on? What do I need to? What do I need to get rid of or focus on? What do I need to make sure my board chair knows, I have a whole list of questions that I’ve worked through. But also pausing to think about how can we serve differently in our community? What needs are we seeing that are going unmet? And A is it something that is inside of our lane? And be how can we then approach it? If that answer is yes, it’s it’s something that we need to focus on. It’s one of our lanes, taking that time to pause and build that into a regular schedule is so important.

Brandon Burton 28:07
Yeah, I like that idea and having a name for it. And clarity breaks.

Jodi Owczarski 28:11
That’s right.

Brandon Burton 28:12
It allows you to to think bigger, and work on those bigger goals. I love it exactly. So I know you just said you don’t know what the future of chambers look like. But I always ask the question. How do you see the future of chambers and their purpose going forward?

Jodi Owczarski 28:27
Yeah, I don’t know what it looks like. But it’s not because we’re not thinking about it. So part of our regular processes is always having a 10 year target. The 10 year target for our chamber is that we will be a trailblazing organization that creates a tidal wave of positive impact. Note that it does not say Chamber of Commerce, I don’t know if we’ll still be called a Chamber of Commerce in 10 years. But if we’re doing things that are causing a positive impact in our community, that I think we’re doing the right things. So we’ll continue to adapt and to learn and to grow in ways that our community needs. So that we can show up and meet those needs in whatever way that is. Two years ago, as I as I moved into the CEO seat, we changed one of our core values from Think Big be great to be a trailblazer. We knew that thinking big and being great was not big enough, it wasn’t great enough to be successful. We’re going to have to blaze a trail, we’re gonna have to go places we’ve never gone before. Maybe the other chambers have not gone before, if we really want to be able to make an impact for our community. And so that’s the mindset that will continue to take into the future so that we can make a positive impact.

Brandon Burton 29:45
Yes, it’s all about making those big swings, making a difference. Yeah, that’s right. I love it. Well, Jodi, for listeners who may want to reach out and connect with you and learn more about how you guys how you guys are doing things there at the web. East Coast chamber what would be the best way for them to reach out and connect with you

Jodi Owczarski 30:03
know, our websites a great spot WestCoastChamber.org. All of our contact information is on there. My specific email is there as well. And that is Jodi with an jodi@westcoastchamber.org. We’d love to connect.

Brandon Burton 30:20
Very good. We’ll have that in our show notes for this episode. But this has been great having you back on the podcast and it says for a really good reason. So I’m excited for you guys and wish you and your team best of luck in Dallas.

Jodi Owczarski 30:34
I appreciate it. Thanks so much, Brandon.

Brandon Burton 30:38
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Vail Valley Partnership-2024 Chamber of the Year Finalist with Chris Romer

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

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You’re joining us for a special episode and our 2024 ACCE Chamber the Year Finalist Series and our guests for this episode is Chris Romer. Chris serves as the President and CEO of Vail Valley Partnership or the VVP. Vail Valley Partnership is a Regional Chamber of Commerce, destination sales organization and economic development organization representing Eagle County, Colorado and was named Chamber the Year by ACCE in 2016 and 2020. As CEO of the Vail Valley Partnership, he brings a wealth of experience in strategic planning, business development and partnership building to the organization. With a deep understanding of the unique challenges and opportunities facing Colorado’s mountain region. Chris is dedicated to driving innovation and collaboration to ensure the continued success and sustainability of local businesses and communities. Chris is a macroscopic thinker who believes in tackling big issues through localized solutions. He is a graduate of the US Chamber Foundation’s IOM program and is CCE certified chamber executive. He’s also been named a top 25 Mind in hospitality sales, marketing and revenue management by hospitality Sales and Marketing Association International Chamber Executive of the Year by the Colorado Association Chamber of Commerce and Industry Colorado chamber executives, and was named a PEDDIT award winner by the Western Association of Chamber Executives. Chris is a respected voice in the chamber and economic development fields and is known for his ability to bring stakeholders together to achieve common goals. Chris has a is committed to making positive impact within the Vail Valley and on a broader scale, serving on advisory boards and participating in initiatives aimed at advancing community prosperity and enhancing quality of life. Chris, first of all, congratulations to you and your team on this great accomplishment of being named a ACCE Chamber the Year Finalist again, that’s a huge feat, but uh, welcome to the show, I’ll give you a chance to say hello to all the listeners out there and and I love to have you share something interesting about yourself as well as we kick this off.

Chris Romer 3:32
Yeah, Brandon, thank you so much. And you know, it is such a such an honor to be recognized by ACCE as a finalist for chamber of the year. It’s such a testament to the people and the board and the community that we represent. And it’s something that we never, ever take for for granted. You know, we really try to keep our foot on the proverbial gas pedal, to move things forward and to represent the interests of our business community. So, such a great opportunity to share a little bit of our story with you and to be recognized by ACCE for those community programs and community impact that we that we strive to make so thank you so much. I also certainly realized that an interesting thing about me is probably the fact that I can’t write a short bio, that bio was awfully long and awkward. So I would I would love to have a second crack at that and just keep it a whole lot shorter. So we could talk about the fun stuff because talking about me not so much fun talking about our chamber and our community and our programs. A whole lot more interesting to people.

Brandon Burton 4:49
I could agree with that it talking about the the great work you guys are doing is much more impactful and meaningful anyway but it is fun to get to know the background on yet and you I’ll share a fun fact I think you are the first three Pete chamber chat podcast so there should be I feel like there should be a trophy or something for you for being I’ll take a trophy

Chris Romer 5:14
I would love to take a trophy for being the first three time visitor or three time guests on the on the chamber chat podcast.

Brandon Burton 5:22
Yes, yes, you You deserve it. So well tell us about your great team, their the Vail Valley Partnership, the the work you guys are involved with the size of your staff budget, scope of work all that as we get into our discussion today.

Chris Romer 5:37
Yeah, we have. We’re really fortunate I have a great team. We have a team of eight full time and two part time. Employees We are located in Edwards, Colorado. That’s Eagle County, Vail and Beaver Creek ski resorts, home to Vail, Beaver Creek ski resorts for those who might not know what Edward’s are or know where Eagle county might be. But we’re right in the heart of, of the Rocky Mountains in Colorado. We have you had asked about our budget and membership size, we have just under 800 members. And our community is about 55,000 people. And that represents nine nine towns and we’re a countywide regional organization, our annual budget is about $1.3 million per year. You know, and I think the last part of what you had asked for in regards to giving people a perspective, we are a we’re a program driven chamber. We are a program driven chamber we have we have multiple 501 C sixes, we have c threes. And we have these different initiatives and we branch them off. And we’ll talk a little bit about more more about this, I think as we go through the podcast, but very program driven. And it reflects in in how we approach problems. And if that leads to some of our retention and other components that we may or may not touch on but we are we are very program driven group and you know, we’re not afraid to take big swings we take we take some really big swings within our community and in sometimes we strike out and sometimes we hit a double and occasionally we hit a homerun Yeah,

Brandon Burton 7:29
I think chamber works should be about those big swings make an impact. If you’re not if you’re not swinging big, what kind of impact are you making right? So I am excited to dive into this. So on these chamber the are finalists series for those who may not be familiar with the format, I’d like to really focus on the two programs and being program driven will focus on the two programs that were submitted on your chamber the your application and dive into some detail around those and why they worked for Vail Valley and we’ll dive into this as soon as we get back from this quick break.

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Alright Chris, we’re back. So let’s let’s dive into these programs you submitted on the chamber the your application, I know. It can be tough sometimes to kind of narrow down the focus and what you want to put on the application and really highlight the work that you guys are doing. But how did you land on these on these two programs? And what are they?

Chris Romer 10:08
Yeah, it’s, you know, how we landed on them is a little bit what I talked about earlier in the podcast, around taking big swings. And recognizing that big ideas require big solutions. Both of our both of our Synopsys, both of our case studies are around that idea that big ideas require big solutions. So our first Synopsys is the Eagle Valley Transportation Authority, where we lead the yes for transit ballot campaign to create a transportation authority, which is something that had been lacking in our community. Our second synopsis is the eagle county Collaborative for career pathways. That is a talent pipeline, Workforce Initiative, in partnership with our K to 12 school system to identify and train young people into the jobs that our community needs. Yeah.

Brandon Burton 11:12
So just from our background, and having on the show a couple times before, I guess I have a little bit of maybe added perspective, I think about your community and and why these, these two programs specifically would be of importance. But let’s dive in a little bit more on the Regional Transit Authority. Why? Why was that a hot topic? Why Why was that a big swing in your community? What was the need? And and how did you guys go about addressing that?

Chris Romer 11:41
Yeah, it’s so it’s so important for us. So we started this process. Actually, before the before the pandemic we had brought together, we recognized our population is growing, our ski resorts need to be world class destinations, our visitors are continuing to come. And yet our community growth, strained our housing and transportation systems, and our ability to move our workforce from one side of our valley to the other. We’re about a 40 mile wide, 40 mile long valley, and about a mile and a half wide, right, you’re surrounded by mountains and national forest on two sides. So we’re along linear Valley, and our housing prices, our median housing price is $1.3 million. So we really needed a transportation system that could effectively and efficiently move our workforce, up and down our valley or housing is a little bit less expensive, on the western end. So our basic premise is that improved transit supports workforce that helps our residents get to work home and school, it allows our visitors to better enjoy their experience. And this is a regional issue that required a regional solution. So we initiated the business community, we brought together our local municipalities and county, some of them run their own transit authorities. But there was nothing collaborative and nothing that was truly Valley wide. So we did focus groups, we did phone surveys of voters, we looked at what different models exist for funding transportation. We looked at 18 different models and governance structures, and landed on the Regional Transportation Authority as our best bet forward. Then we looked at how do you fund this thing. And we could have done property tax or a sales tax. And we made the decision. To move forward, we made the call in June of 2022, to go to the ballot in November. At the time for it’s hard to think about now. At the time, inflation was at 9.2%. So when we talk about having having courage and taking big swings, we said we’re gonna go to the ballot, and we’re going to ask people for a sales tax to fund this. And by the way, knowing inflation was over 9%. And we made that call, unfortunately, inflation dropped a little bit by the time we had the election. But we passed. We passed in November of 2022. Pretty overwhelmingly, I think, because we really helped to tell the story and identify the need and what this would create. As we sit here today. We have a complimentary free bus system that runs the length of our valley. Ridership for this past winter season was up 164% over the previous model, and it’s saving people time and money.

Brandon Burton 14:58
That’s amazing. It just it to be able to see it through to. So a lot of times when we’re talking about these programs and maybe leading a ballot initiative, you haven’t seen it all the way through to this point, but being that you’ve been able to lead that been able to collect the data, you know, have a successful ballot measure, and then to be able to see the results, the fruit of it right now happening throughout your Valley. That’s, that’s amazing. And I’m sure you’re seeing economic tickers, you know, the different indicators that you can measure to see the impact throughout the community as well. We are

Chris Romer 15:36
we’re able to see the increase in ridership, we’re able to see how many routes are are scheduled, how they’re completed. We did include funding for air service development in our ballot initiative. That’s a program that we’ve run for years at the chamber. And we always fundraised for. So we actually baked that into the ballot question to fund that. And we have two new flights this summer that we’re able to use that that funding to support two new Air Service flights. So we’re seeing the benefits on a local level, from a workforce standpoint, from a visitor standpoint. And we have long term enhancements that are baked into this as well, which included affordable workforce housing for transit employees, and included zero admissions, conversion, to help meet our climate goals for our region. So we’re really we’re really excited about not just the bus transportation, which is a big part of it. But the secondary components that were able to be part of that ballot initiative and more part of our storytelling around air service development and increasing opportunities for visitors to get here and locals to go on vacation. And to help achieve our climate goals. So we’re really, this one’s a was a big swing. For all the reasons we talked about, and a really nice success story that is helping make people’s lives easier. Yeah.

Brandon Burton 17:07
So with the bus system, it’s a it’s a free transit, right? So is there a way to track when people get on how long they’re on? Or is it just kind of hop on hop off as you go. And now there’s

Chris Romer 17:20
bus counters, there’s counters to know what the ridership is and how it increased. You know, in January, for example, of 2024, we had over 218,000 unique riders on the bus. And that’s an increase from 167,000, the year before, in the same timeframe in January. So we’re huge ridership increases. And we’re, we’re paying for it through the sales tax instead of having people pay a fare. And we have new routes because of the new authority and able to bridge a lot of what the individual communities were already doing to provide that connectivity.

Brandon Burton 18:01
Yeah. So as far as bringing workforce into the valley, is that are you able to see that direct tie in where they’re coming from the west side of the valley? Like you’d mentioned?

Chris Romer 18:10
Yeah, we are a route. Again, we saw a 64% increase in in transit ridership from the lower part of our Valley. So we can track that. The new authority tracks it, they share it with us, our work is kind of done on this one. But yes, it’s a it’s a huge success. And the community recognizes the role that the Chamber played in initiating leading and passing this ballot initiative to create the new authority.

Brandon Burton 18:42
That’s great. And it’s always nice when you can hand it off when it’s done. And you don’t have to keep ownership of it ongoing. Right.

Chris Romer 18:47
You know, we we at the chamber at the partnership, we might be experts on our community. And we’re certainly experts on on convening leaders in order to get things done. We’re certainly an expert on being a catalyst for for business growth. We are not an expert on how to run a transportation authority. Right. So we’re happy to have this one off.

Brandon Burton 19:11
Absolutely. Well, let’s switch gears to the second program that was submitted on the application around that building that talent pipeline and kind of again, the the origins of it and how it developed and in the impact that it’s making in the community. Yeah,

Chris Romer 19:27
so the second is synopsis was the eagle county Collaborative for career pathways. And that was a program that had had grown and morphed. We’ve been running a youth apprenticeship programs for a number of years. We have a very successful youth apprenticeship model. We’re involved with career exploration, in partnership with another local nonprofit in our school system. And this we really recognize that There are a handful of us doing great work. And there is still an opportunity gap at the end. So we work in sync to create viable, affordable alternative pathways to get people into high quality careers, with the idea that those need to be transparent about the outcomes and the cost, help young people obtain their relevant job skills, and ensure that employers value recognize and hire from the kids that we put through this pathway. So in Eagle County, specifically, Brandon, our businesses show an average 10% gap in securing and retaining young professionals across industry sector, with health care and education, are rising to near 30% levels of that gap. So working with our business community, our school district, youth serving nonprofit agencies, were able to target those key sectors and build the collaborative, we’re very fortunate to receive a million dollar grant by which to do this work with the idea to strengthen the systems that already support the career pathways, increase student readiness to pursue pathways and increase students exploration and experience in career exploration, and exploring those career opportunities. So it’s a really nice partnership. It’s a really meaningful program with very tangible results. Yeah,

Brandon Burton 21:43
I think that’s a struggle that a lot of chambers have is trying to retain the workforce that you put them through K through 12. And, and for whatever reason, it’s like these students graduate high school, and they want to move on to the bigger and brighter things outside of the community they grew up in, right? And, you know, what can we do to try to keep them local, show them how great this community is, and, and maybe they go away to school somewhere and you’re, you know, get some kind of education, but bring them back is such a key to be able to entice them, show them what there is in the community to bring them back why it’s a place for them. So having a program like this, I think really hits on those points of need. And I could see being something that and I know a lot of chambers have some sort of a workforce development, you know, pipeline or program with the school districts and whatnot. But to be able to draw that attention and keep them, keep them in the community is so key. So I think this is great work that you guys are involved with this program specifically. There’s anything else stand out to you with this program? As far as trying to retain this workforce here? Is there any any kind of secret sauce that you’re seeing that’s really been the AHA kind of moment, or they just with how the partnership has developed that is really made a big, big impact? I

Chris Romer 23:13
think so I think the secret sauce or the the aha moment is that this needs to be a program that is business centric, right? It can’t be a program that is just a feel good or a do good for the kids. It has to benefit the business. And it has to strengthen the systems that support not only the career pathways for students, but solves problems for the businesses. And I think that’s a that’s a big component that sometimes when we think about workforce, even in the chamber business, inherently, to serve the needs of our businesses. When we ask businesses to donate their time, we ask businesses to donate their expertise, instead of flipping that equation and saying, we’re going to do this for the business. And it happens to help the kids. We do it for the business. We do everything we do to build a stronger community and stronger businesses, the kids and the career pathway is a way to build stronger businesses. It’s not asking the businesses to help kids.

Brandon Burton 24:23
Yeah, I think that is that is a key. I’m glad you made that point, that distinction, because I think it’s easy to look at the kids and they Oh, we want to help give them a good career. And that’s noble. That’s

Chris Romer 24:35
Yes. But but that’s a that’s a that’s a secondary outcome. That’s not the primary purpose. Exactly.

Brandon Burton 24:40
Yeah. So you get the businesses on board by letting them know this is about you. This is about strengthening your business and providing good talent, you know, to keep the strong. I’m glad you made that distinction. That’s great. So I like it, especially as a as a chamber the year finalists? I think chambers can can look at you as kind of the top of the game right now, you know, as a chamber, they are finalists, and for a chamber listening who’s trying to elevate their chamber up to the next level, what kind of tips or strategies might you offer for listeners to try to accomplish that goal and to try to give that their organization that boost they’re looking for?

Chris Romer 25:24
Yeah, it’s it’s such a great if thought challenge for for chambers of commerce, to think, how do we what is that? What is that one tip? What’s the one thing you would share? And I’m going to answer that by suggesting and challenging chambers, to move away from thinking that what we do have it fixes technical challenges in our community. We don’t have technical challenges. Technical challenges are things that can be fixed by engineers, they can be fixed by surgeons and people with specific training. There’s not too many of us that came into this business, trained to run a chamber of commerce, right, we’re trained in a more of an adaptive way. So that’s my takeaway. Recognize that you have adaptive challenges, not technical challenges. And let me expand on that a little bit. Because I expect that doesn’t make much sense. Without context. When we think of adaptive challenges, the things that we face in our community, maybe it’s early childhood, transportation or workforce, maybe it’s homelessness, it could be any number of different things. We have the white. So then the question is, so what? Right, so what right that that’s a problem. And then it’s now what? How are we going to do that? So the framework, and the challenge to listeners thinking about adaptive challenges? is learning learning the what? Listening, taking action, I think we collectively do a great job of listening. Every chamber listening to this listens to their businesses listens to their community does surveys, they listen. It’s the question of taking action, how do we take action? How do I identify the steps to take action. The two last parts I’ll add on this is adaptive challenges have long term implications. They’re not transactional, they’re not, we’re going to do this, they have long term, community benefit, long term benefit to the chamber to the, to the community, to the businesses. And we’re really never ever going to fix quote, unquote, fix, and adaptive challenge. All the things I listed early childhood, workforce, housing, workforce development, talent pipeline. It’s homelessness, when we say fix what we mean is make better chambers have a very unique positioning and a position of trust within their communities, to tackle these adaptive challenges that are hard, they’re long term, and fixing the endzone always moves. So fixing these challenges really means making it better. And that that changes year after year, initiative after initiative, it never really goes away. And that creates stability. And that should hopefully create fundraising opportunities and grant funding and membership retention, and all the things. So that’s my one takeaway, and it was a really long answer. But I really want to share that if we can do that. And we can shift our thinking away from technical into adaptive, that chambers are going to fly, we’re going to thrive, because we’re going to be so uniquely positioned that no one can do what we do.

Brandon Burton 29:01
Yeah. So I like the idea that that adaptive challenges have long term implications. And I know you mentioned at the beginning of the episode about retention, and that kind of plays into here. Is there. Is there more you wanted to touch on with the aspect of retention before we wrap things up? Um,

Chris Romer 29:22
no, I don’t think so. I mean, I think that if anything, it’s really just when we talk about retention, there’s so many ways to spin that as retention of employees retention of people in our communities retention of business, retention of membership. I think if we as chambers, have had this mind frame of tackling big problems in our community and approaching it in an adaptive relationship driven manner. Then our work becomes central to the success of the community. And if we become central to the success of the community, we have solved retention at each of those levels that I talked about.

Brandon Burton 30:06
Yeah, absolutely. I love that. So the question I asked everyone as they haven’t on the show is about the future of chambers, which I think you kind of touched on with your your tip there. But how do you see the future of chambers in their purpose going forward?

Chris Romer 30:21
Yeah, I did lead into this a little bit or leak into this, if you will. But the I think the future of chambers is really, really bright, with a caveat. And that caveat is if we roll up our sleeves and tackle the big problems, our purpose, our purpose needs to be around that, that problem solving. And again, when I say problem solving, I mean, making things better versus versus traditionally fixing things. But we can make things better. I think all the finalists that you’re going to be talking to throughout this series, probably have one, if not both of their synopsis, focusing on how they made their community better. And I think that’s a lesson for everybody within the chamber of business. And if we can focus on our purpose being problem solving, and how we do that, knowing that it’s really hard, knowing that it’s long term, knowing that it causes some sleepless nights, knowing that it’s probably not going to go over well with everybody in our community. And we’re going to have the courage to do those things. Boy, the future of chambers is so bright.

Brandon Burton 31:31
Yeah. encouraged as important in that, as you mentioned, so absolutely. Swing big and have courage. Chris, this has been fun to have you back on chamber chat podcast. I love the pieces of advice you share the experiences you have, and especially the impact you guys are making. They’re there in the Vail Valley. I’d like to give you an opportunity to share any contact information for listeners who’d like to reach out and connect with you and learn more about what you guys are doing there at the VVP we’re what would be the best way to connect with you. Yeah,

Chris Romer 32:06
you can find all of my contact information on our website at VailValleyPartnership.com. That’s VailValleyPartnership.com. I can be reached at cromer@VailValleyPartnership.com. And you can find me on most of the social channels and my phone numbers on the website as well and all of that, but VailValleyPartnership.com is your best place to go.

Brandon Burton 32:31
Very good. So back from Episode 21, I think was your first appearance and we’re at episode 285 Now, but this has been a blast, Chris. Thanks for being with us. Again. Here. You’re on chamber chat podcast today and wish you and your team the best of luck.

Chris Romer 32:48
Thanks so much, Brandon.

Brandon Burton 32:51
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