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Center for Creative Leadership
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Article Benefit Designs & Associates, Inc.
Rep: Jerry Jo Shires
The question of the week is --- What type of design do you do????
When I answer with "Employee Benefit Plans" --- what type
does your Company need? I usually get Ohhh!!!!.
I formed BDA in 1986 to fill a missing service need in the
installation and administration of employee benefits between the
Employer and Employee and then the Employer and the IRS. Today,
a company must have a good benefit program to attract, retain and
keep great employees. That is what Benefit Designs has to
offer. Our primary service is in the tax-shelter areas including
125 (cafeteria/flex), 401(k), 403(b) and 457 Plans, to name a few.
We also have the full array of group health and related insurance
plans available. Our clients are in six states and are composed
of public schools, private schools, municipalities, counties and
of course, businesses. Our clients range in size from 1 to 2500
employees. We have found no matter the size or type of service our
client offers-they all need help with Employee Benefits in one or
more sections, be it the ever-changing governmental regulations,
communication to their employees, or the filing requirements. We
can help in all those areas-from the selling to the filing, we are
a full-service company! We have been very successful
I believe because as a small Company, we are able to provide
quality service at reasonable fees, still with a human voice to
answer your questions and/or provide the information requested timely.
As a small business, we like to know our clients-even those located
states away-and are proud that we have a very high retention
rate with several clients entering their 18th year with us.
As employees and employers, you know that benefits are looked at
and bid on annually. We feel that our long time clients are
one of BDA's greatest service accomplishments.
What does Margaritaville, a Baptist church, oil company, public
schools & a law firm have in common with Op-tech
Labs, WallaceVision Pottery and a physician's office to name a few-----
Benefit Designs & Associates. Call and give us the chance
to add your company to our client list. Contact: Jerry
Jo Shires (590-7643) or email@example.com.
ASIST Scholarship Golf
Kissing Camels Golf Course: June 15, 2004
Come One, Come All!
The 2nd Annual Scholastic Classic Golf Tournament
is right around the corner. The tournament is the one and
only fund raiser for this year to benefit the ASIST (Adult Students
in Scholastic Transition) scholarship fund. This year the
tournament is at the beautiful Kissing Camels golf course on June
15, tee time of 1:00pm.
Please commit to help the Ways and Means committee in securing
major sponsors (PhD, Masters and Bachelors levels), sponsors for
each hole, men and women to play (we need 72+), prizes for the
awards presentation, items for the goodie bags to give players,
and volunteers to help on the tournament day. Please contact
Joan Saucerman or Verna Severson if you can help in any capacity!
"This is what we're about!"
By Marti Hartman
Excitement is building toward our one and only fundraiser of
the year at the prestigious Kissing Camels Club where the views
of the Garden of the Gods and the mountains are fantastic!
Your participation is needed and greatly appreciated! Why
have a golf tournament? It is fun and is building our resources
to a self-sustaining scholarship fund so we will have an extremely
solid source to support these worthy individuals.
Instead of fundraising efforts every month„flowers, aprons, shirts,
etc., or a silent auction we have a single event. For example,
when we have a silent auction we need firms and individuals to
donate items to auction and then need people to attend and purchase
items. This is kind of a double whammy.
How can you and/or your firm help?
sponsorships--$2,000, $1,000 and $500
sponsorships $300; sponsor ½ hole $150
a foursome to play
yourself and we will place you in a foursome
a door prize
others in your sphere of influence about the above opportunities
How do you get info you need and take
to the following individuals and firms who have already committed:
Master's Level Sponsors -- $1,000
Lane Affiliated Companies, Pepsi
Bachelor's Level Sponsors -- $500
Judy Arends, RE/MAX Properties
The Hub Car Wash and Diner
Ent Federal Credit Union
Alpha Business Forms
Boise Office Solutions
Daniels for Hole in One
La-Z-Boy Furniture Galleries/open
OpTech Laboratories/Wright Eye Center
Pioneer Astro -- $150
Goodwill -- $150
UCCS -- $300
Woodford Manufacturing -- $150
Sterling Homes, Chuck Pfeffer -- $100
Lane Affiliated Companies/Pepsi - 2 foursomes
Team Arends foursome
Packaging Express foursome
Wall Graffiti foursome
The Hub Car Wash & Diner foursome
Pat Cooper, World Savings
Patty Deeny, sponsoring a player
Cari Shaffer, Add Staff
Ryan Severson & Dale Lashley
Our goody bags rock!! Thanks to many
firms and individuals who have donated items for the goody bags.
We Need YOU!
By Marti Hartman
If you missed the meeting at the Phantom Canyon, you missed another
outstanding job done by our Programs Committee, headed up
by Karen Schwartz and Kathy Kelly. The presentation by Trudy
Strewler, Executive Director of CASA, and Cari Davis, Executive
Director of TESSA was truly outstanding. Thanks to each of
You also missed the "Call to Arms". If you haven't
already been contacted by someone from the Ways & Means Committee
to help support the ASIST Scholarship Golf Tournament fund-raiser
- you will! We need Sponsorships; we need door prizes; we
need players; we need donations. And we need YOU to contribute
in any way you can!
Here's the deal! this fund raising event is one of the things
we're all about. We ask our members to contribute whatever
they can, in whatever way they can. It's only one time a year,
and we need EVERY member firm to step up to the plate.
Now this is where Jean Roblewsky will ask the tough questions!
"So, Marti, what is it you really mean? Are we supposed
to get involved here, or what?" And I answer "Yes,
Jeannie, this is where we all need to step up and get involved".
And Jeannie says "OK. Just checking."
For flyers, posters, brochures, and to get involved! - contact
Verna Severson 572-2647 or Joan Saucerman 598-1118. Or click on
the links above and download.
June 15 at the Kissing Camels Club. Be there!
send submissions for the Chapter Pulse to:
May 3 - Beth Alexander - Cachet Baskets
May 4 - Wendy Nelson - Blue Fox Photography
May 11 - Lisa Austin - YMCA of the Pikes
May 15 - Verna Severson - Woodford Manufacturing
May 20 - Lorrie Todd - PageCafe Internet
May 23 - Paulette Greenberg - Sustaining
May 28 - Jodie Hatfield - Food Designers
Last Month's Meeting
No summary provided.
by Wanda Reaves
She was born in Kansas City but she doesn't call it her home state.
Her grandfather was mayor of Kansas City for eight years and one
of her fondest memories is of riding with him in the annual parade.
His name was H. Rowe Bartle. Now that's a name that sounds
like it belongs to a mayor! At the age of five her family
moved to Texas where she went to school and graduated from Arlington
High School in the Ft. Worth area. At Stephen F. Austin University
she received her degree in Speech Pathology and Educational Psychology.
After graduation she moved to Corpus Christi, Texas and taught Speech
Pathology for four years. Her summer work was done near Austin
at Lake Travis at summer camp. She was camp director and a
counselor in training. She taught swimming and sailing among
other skills to campers. She moved to Austin where in 1976
she was offered a job as a membership director for a non-profit
organization. She excelled with the organization and moved
steadily upward to higher levels of responsibility and leadership.
After seven and a half years in Austin, she moved to a higher position
in Dallas and then to New York City where she worked in midtown
Manhattan before being lured to Colorado Springs in 1992.
Her work has given her many opportunities to exercise her leadership
capabilities! .these include such weighty issues as water rights,
restructuring the volunteer segment of her organization, the building
of a new five acre office facility in Briargate and major improvements
to a training center on Academy Boulevard.
She is very active in the North Colorado Springs Rotary Club where
she has served as President. Currently she is organizing a
50 year anniversary event for that club. The club raises money
to purchase wheelchairs and she has traveled to Lima, Peru with
other Rotarians to deliver the wheelchairs to those in hospitals
and orphanages. The trip was one of the most wonderful experiences
in her life. She said had she stayed longer she would have tried
to bring some of the children back home with her. While in
Peru she visited the ruins of Macchu Picchu in the Sacred Valley.
What she likes about EWI is the networking and the opportunity
to bounce ideas off of one another. The fact that our meetings
are not "run of the mill" is a factor in her enjoyment
of our chapter. She is proud of the fact that EWI supports
other women with our ASSIST scholarship fund.
She broke her leg on her 50th birthday while vacationing
on Dominica Island. It was with some trepidation that she
submitted to having a makeshift cast on while there until she could
get home to a medical facility that could put on a plaster cast.
All is well with her leg though. The cast required that she
work from home for some weeks and allowed her to "catch up"
on a lot of work away from the busy telephones of her office.
This awesome leader has done much to strengthen girl scouting.
She has helped bring the organization into the 21st century
with programs that meet the needs of the girls of today. The
Girl Scout Wagon Wheel Council has 7,000 members and 602 on the
waiting list. An outreach program such as the troop that meets
in the Citadel Mall attracts many girls. That troop alone
has almost 40 girls in it. Girl Scout leaders are needed to whittle
down the waiting list. Wagon Wheel Council employs twenty-five
full and part time people.
You know now of whom I am writing. She gives her all to the
girls who will become our future leaders. We must remember
to tell her thanks now and then. Click
here to find out!
RSVP Guests & Regrets
Center for Creative Leadership
850 Leader Way
(off 8th Street almost across from Daniel's Chevyland)
Parking in lower lots; sign direct you to entrance
Date: Wednesday, May 12, 2004
5:30 PM-Sign In; Wine Social
6:00 Dinner & Business
Program: Dr. Roberta Kraus, Senior Faculty Member
Topic: Optimizing Performance for High-Achieving Women
Optional Tour of Center following meeting
Cost: $30 - includes wine
Jumbo Shrimp Cocktail
Pork and Vegetable Eggrolls
Vegetarian Spring Rolls
Pork and Shrimp Potstickers
If you have special dietary
needs, please advise in the comment area of your RSVP.
Lionstone Properties, Ruthie Lowen, representative; Major:
real estate; minor: development
Casey Cool. Major: Medicine, Minor: Psychologist
Ann Carlisle, MD Major: Medicine, Minor: Psychiatry
Lazy Boy, rep: Lisa Washko, Major: Furniture, Fixtures & furnishings,
Minor: Household furniture, retail
Congratulations to Judy Cara of Intel, who is being admitted into
the Alpha Sigma Nu honor society for Jesuit University nationwide.
Also, Regis University will be giving Judy a Community Service Award
when she graduates at the end of May. Yeah, Judy!
Upcoming EWI conferences!
Portland Spring Conference: May 20-22 at the Benson Hotel.
Contact Jeri Petrella at firstname.lastname@example.org.
EWI Leadership Conference & Annual Meeting: Sept. 23-25, New
Orleans at the New Orleans Marriott.
Executive Women International
Colorado Springs Chapter
Record of Board of Directors Meeting
April 8, 2004
Members present: Kathleen O'Leary, Verna Severson, Susan Wood-Ellis,
Marti Hartman, Kathy Wallace, Jerry Jo Shires, Lorrie Todd, Bea
Steahlin, Cathie John, Linda Williamson, Kathryn Flobeck, Joan Saucerman,
Meeting called to order at 5:00 PM by President Marti Hartman
Secretary Report: Minutes from the last board meeting were
Sergeant-at-Arms: Feb meeting attendance: 87 total
- 58 member firm reps, 2 sustaining, 1 life, 1 posted member, 25
Membership Report: Not present at meeting
Treasurer Report: As of 3/31/04 here are the balances:
Also, it was reported that there are several membership issues
needing to be resolved with regard to payments made - Susan will
get with membership.
Ways & Means Report: Golf Tournament - June 15th
Kissing Camels. They need players and hole sponsors. Everyone should
be trying to come up with foursomes or sponsorships! Brochures will
be made available on web site and at meetings.
Publications: PLEASE BE PROMPT IN GETTING ARTICLES,
PICTURES, MEMBERSHIP INFO, ETC. TO KATHY BY THE 20th
OF THE MONTH DEADLINE!
Directory: Cathie John has not heard from any volunteer
to help with formatting our local directory into PDF format, but
will seek out help from a couple of people that were mentioned in
the meeting as possible resources.
Hospitality: Not present at meeting
Programs: Jerry Jo reviewed upcoming meeting programs. She
raised the issue of us needing to purchase a sound system for future
meetings. She will research and bring a proposal to the board at
the next meeting.
Publicity: Not present at meeting
Historian: Kathryn wanted to say thanks for all the
Nominating: Not present at meeting
Scholarship: It was reported that this committee is working
on linking our local scholarship recipients with the national scholarship
program. Michelle is investigating further.
Next board meeting will be Thursday, May 6 at 4:30PM at Accent
E X E C U T I V E
W O M E N
I N T E R N A T I O N A L
Corporate Office Contact
515 South 700 East,
Salt Lake City, UT
Phone (801) 355-2800
Fax (801) 355-2852
R I N C I P L E S
bring together key individuals from member firms of EWI to achieve
world-class status as an organization through applied standards
and cultivate mutual business and professional goals through
personal association and interchange.
the opportunities and structure for leadership and professional
a wide scope of community, educational, and philanthropic services
flexibility and adaptability in a membership as diverse in its
demographics as in its interest, needs, and staying power