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Greenaway and Viniar to Speak at Nonprofit Board Chair Roundtable

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All nonprofit Board leaders – Chairs & Presidents – are invited to join the conversation on Wednesday, January 25, 2017 at the Talbot Hospice offices, 586 Cynwood Drive in Easton when Kristen L. Greenaway, President of the Chesapeake Bay Maritime Museum joins Barbara Viniar, Ed.D, President of Chesapeake College to share their insights and expertise about strategic planning.

This facilitated discussion will begin with a brief networking reception at 5:00 pm and will conclude at 7:00 pm. Diane Rohman, President of Talbot Hospice Board of Directors will host the Roundtable; Teri Bordenave, founder of the Board Chair Roundtable, will facilitate this session. Diane says, “The Roundtable is a wonderful forum to exchange ideas, questions and concerns amongst local nonprofit board leaders regarding the challenges that we all face in trying to better serve our community. A huge thanks to Teri for facilitating this effort which brings together some of the very talented people we have in our area so we can benefit from their knowledge and experience.”

The nonprofit sector has always faced challenges; those challenges have increased in recent years thereby putting more pressure on the governing bodies of these organizations. Effective Board leadership is essential to sustaining successful, viable nonprofit businesses. The Nonprofit Board Chair Roundtable offers an opportunity to strengthen governance leadership skills and knowledge, to develop a peer learning network, and to provide support for these key volunteer leaders.

The Roundtable, which has been meeting since the spring of 2010, was initiated and is facilitated by Teri Bordenave of The Thalia Group LLC. Since that time, Teri has continued to offer her services to this effort pro bono. Teri has more than 25 years experience in the nonprofit sector as a CEO, Trustee, and governance consultant. Topics for these lively sessions are driven by Roundtable participants. The Roundtable meets quarterly around the Mid-Shore region.

There is no cost to participate, participation is limited, and pre-registration is required. To register, contact Teri Bordenave at 443.249.3268 or bordenave.teri@gmail.com.

LaCorte joins CBMM as Director of Development

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LaCorteLiz LaCorte of Cordova, Md. has joined the Chesapeake Bay Maritime Museum in St. Michaels, Md. as Director of Development. LaCorte is responsible for helping to further CBMM’s mission through management of CBMM’s membership and various giving programs.

LaCorte brings more than fifteen years’ experience working for private foundations and other non-profits to CBMM, with a focus on major gifts, along with planned and annual giving. LaCorte most recently served as Director of Development at Wye River Upper School in Centreville, Md. Prior to that, she served as Executive Director at the Key Biscayne Community Foundation and in multiple positions at the American Cancer Society in Florida, among others. She holds a Bachelor of Arts in Communication from the State University of New York at Buffalo.

“We are very excited to welcome Liz on board,” said CBMM President Kristen Greenaway. “All of the great achievements of CBMM are made possible through our generous supporters. With Liz on board, we’ll be able to match donors and grantors with programs that fulfill their philanthropic goals while forwarding our mission in very meaningful ways.”

LaCorte’s connection to the Chesapeake Bay began with visiting extended family in Annapolis more than a decade ago, moving to the area with her husband five years ago. They are members of the Miles River Yacht Club, with plans for their sons to learn to sail–they have already participated in the Sink or Swim program.

“I am thrilled to join the team at CBMM,” LaCorte said. “This place has been part of my family’s introduction to Eastern Shore life, and one we truly enjoy. I love the idea of helping CBMM continue to impact our community through our educational programs and the philanthropy of our generous donors.”

LaCorte’s volunteer work includes serving on the boards of Talbot Mentors and Temple B’nai Israel, and as a previous grant reader for the Women and Girls Fund. She is a 2015 graduate of Leadership Maryland, a year-long program for state leaders that presents and discusses the current issues, challenges, and opportunities facing the state and its diverse regions.

Through donor support, CBMM provides affordable or free educational programming for K-12 school children, college students, and adults, including CBMM’s curriculum-based Crab Cakes program and Rising Tide after-school youth boatbuilding program.

Chesapeake Investment Services and Chesapeake Investment Advisors Begin New Partnership

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Screen Shot 2017-01-15 at 9.32.55 AMMartin Knight, owner of Chesapeake Investment Advisors and Kristen Owen, of Chesapeake Investment Services (a division of Chesapeake Bank and Trust Company) are pleased to announce a new partnership which will provide valued clients with a team approach to financial planning and investment services. Both Martin and Kristen are licensed to sell securities and offer investment advice, and have over twenty years of combined experience building relationships and serving clients in Chestertown. Martin and Kristen will maintain separate offices but work together under the same broker-dealer, Geneos Wealth Management. With no proprietary products, Martin and Kristen have the flexibility to offer their clients the best solutions to their unique needs.

Martin has been offering financial planning and investment advice for over 11 years. He took over Chesapeake Investment Advisors from former owners Bob and JoAnne Gerhardt upon their retirement in 2008. He has over $48 million in assets under management. Martin is a Certified Financial Planner™ and has passed the Series 7, 24, 31 and 66 exams, and holds a life & health insurance license.

Kristen has been with Chesapeake Bank and Trust for over 11 years and has served as Investment Adviser Representative since February 2015. Kristen has passed the Series 7 and 66 exams and holds a life & health insurance license. Highly active in our local community, Kristen is President of Downtown Chestertown Association and a member of the boards of Garfield Center for the Arts and Chestertown Main Street.

Glenn Wilson, President of Chesapeake Bank and Trust Company, remarked “Kristen and I are very excited that we’ll be working with Marty to help our clients pursue their financial dreams and goals. Marty’s experience and expertise in the field of financial planning and advising will be a complement to Kristen’s strong relationship skills and help build on Chesapeake’s strong financial services foundation.”

“I am pleased to be working with Chesapeake Bank and Trust, which is so highly respected in this market,” said Mr. Knight. “Our firms share a commitment to our clients and a focus on tailoring solutions to meet individual needs, which makes us well-suited for a partnership.”

Chesapeake Investment Advisors is located at 106 Spring Avenue, and Chesapeake Investment Services is located at 245 High Street, both in Chestertown’s Historic District. For more information, or to schedule an appointment, you can contact Martin at 410-810-0735 or Kristen at 410-778-1600.

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

Washington College’s Finance and Administration Team Gets a New Leader

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Washington College President Sheila Bair today announced that Rahel Rosner, whose diverse background has encompassed K-12 education as well as serving as a director at the international accounting firm PricewaterhouseCoopers, will become the College’s new Vice President for Finance and Administration.

Rahel Rosner

Rahel Rosner

Most recently, Rosner has been for the past seven years the director of finance and operations at Georgetown Day School in Washington, D.C., where she oversaw the daily operations of the 1,075-student school on two urban campuses with an operating budget of $44 million. With a BA from Swarthmore College in religion and biology, she has an MBA focusing on marketing, operations, and information systems from Carnegie Mellon in Pittsburgh, and an MS in education, specializing in adolescent education in science and biology, from Mercy College.

“Rahel is a seasoned professional with extensive experience overseeing campus planning and real estate projects, finance, human resources, data management, and physical plant and operations,” says President Bair. “From a pool of over 90 applicants, she stood out clearly with the breadth and depth of her experience across multiple disciplines. I’m thrilled she’ll be stepping in to lead our finance and administration team.”

At Georgetown Day School, Rosner led the team to negotiate, finance, and purchase major properties with a value of $44 million, managed the team that developed a new 240,000-square-foot school building and a retail residential complex—with the goal to reduce the school’s dependence on tuition revenue—and cut expenses by $2.5 million per year for her first two years through contract renegotiations and procurement changes.

Previously, Rosner was chief operating officer at the Solomon Schechter School of Westchester in Hartsdale, NY, and she has also been a 9th- and 10th-grade teacher at Wings Academy in the Bronx. She spent two years in Japan, helping the Montessori School of Tokyo develop a model to expand and studying Japanese culture and language. Before her switch to education, Rosner spent eight years with PricewaterhouseCoopers, where she served as an operations manager of Unifi, as well as director of operations for Global Human Resource Solutions Practice for the Americas.

“I look forward to serving the students, faculty, staff, administration, and the board at Washington College, while becoming part of the Chestertown community,” says Rosner, who will take her new position in February 2017. “I am energized by the vision articulated by President Bair and excited to work as part of the team implementing her strategic priorities.”

President Bair also lauded the efforts of Chief of Staff Joe Holt, who served as the interim VP during the search process and enabled the Finance and Administration team to maintain momentum at a critical time for the College.

“If it weren’t for Joe, we would not have been able to make the transition in leadership of Finance and Administration so smoothly,” says President Bair.“In fewer than four months, Joe and the Finance and Administration team brought to fruition numerous major projects. As in all of his contributions to Washington College, Joe has served the College superbly. We owe him a deep debt of gratitude.”

 

Scott Evans Graduates from Leadership Maryland

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Leadership Maryland announced today that Scott W. Evans, Executive Director of the Benedictine School for Exceptional Children, recently completed the professional development program dedicated to building a better Maryland by harnessing the strength of its local business and community leaders. Leadership Maryland honored Evans, a resident of Church Hill, and the entire Class of 2016 at its 24th annual graduation ceremony held December 6 at the Lord Baltimore Hotel.

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Benedictine School for Exceptional Children Executive Director, Scott Evans, graduates with Class 2016 from Leadership Maryland.

Evans was one of 49 applicants chosen by a selection committee to complete Leadership Maryland’s eight-month hands-on learning program focused on the state’s most vital social, economic and environmental issues. The Class of 2016 reflects a cross-section of the state, including diversity of geographic location, profession, ethnicity and gender.

“On behalf of the Board of Directors, I congratulate the Class of 2016 for a memorable year, and I encourage each of them to think of this milestone not as the end of their program, but as the beginning of their membership in a very special club,” said Leadership Maryland Board Chairman Eric Brotman ‘09, president and managing principal, Brotman Financial Group. “Each of these individuals is now armed with new relationships and perspectives which will serve them as leaders, and therefore will serve organizations of all types across the state for many years to come.”

About Benedictine

For more than 55 years, the mission of Benedictine has been to help people with developmental disabilities achieve their greatest potential. Today, Benedictine provides more than 200 children and adults with special education, vocational training, supported employment and home like residential living options on our main campus and in the community. For more information call 410. 634.2292 or visit www.benschool.org.

Caroline Foundation Signs Management Agreement with Mid-Shore Community Foundation

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In July of 2016, the boards of the Caroline Foundation and the Mid-Shore Community Foundation (MSCF) entered into a management agreement that will significantly expand support for the charitable organizations providing medical and/or health-related services to residents of Caroline County.

Under the direction of the Caroline Foundation Board, the Caroline Nursing Home and the Gables were sold to a privately owned company specializing in health management.  All proceeds from the sale are owned and invested by the Caroline Foundation, to be distributed as grants to charitable organizations that provide medical and/or health-related services to residents of Caroline County, Maryland.

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Caroline Foundation Directors and Caroline Hospice Representatives.

Terry Mead, President of the Caroline Foundation Board of Directors, noted that the Board wanted to minimize overhead costs for the Caroline Foundation while taking advantage of the Mid-Shore Community Foundation’s not-for-profit expertise.  MSCF will provide accounting services, marketing support and will manage the grantmaking process on behalf of the Caroline Foundation.

Buck Duncan, President of the Mid-Shore Community Foundation, expressed excitement about the new collaboration – the first of its kind for MSCF.  “A new and substantial capacity for charitable support has been created for Caroline County and we are very pleased that the Caroline Foundation has partnered with MSCF. Through this collaboration, we are able to minimize administrative expenses, making every possible dollar of this resource available for grants to charities.”

In October, the Caroline Foundation made its first grants, $100,000 to Caroline Hospice Foundation for patient services and $9,000 to Caroline County Family YMCA for a Diabetes Prevention Program.

The Caroline Foundation will seek out opportunities for matching grants to further leverage these resources and invite donors to consider additional gifts to the Foundation.

Nonprofit organizations interested in applying for grants from the Caroline Foundation can find the application online at mscf.org/caroline-foundation. The deadline for the Caroline Foundation’s next grants cycle is July 1, 2017.  For additional information, contact the Mid-Shore Community Foundation at (410) 820-8175.

Shore BancShares Partners with Salisbury on Top Level Internship Program

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Shore Bancshares, Inc., an Easton, MD – based financial holding company, announced its support of the Salisbury University’s Mid-Atlantic Sales and Marketing Institute (MASMI) program as a leading Silver Partner of the organization in February of 2016.

Stephanie Tyler, cash management & merchant services manager Shore Bancshares and Paul Gentry, Salisbury University student.

Stephanie Tyler, cash management & merchant services manager Shore Bancshares and Paul Gentry, Salisbury University student.

As a MASMI partner, the company has access to talented students who are prepared and focused in the profession of selling and sales management. The company is also given the opportunity to assist in curriculum development and gain access to sales research conducted by the Perdue faculty. “We rely on support from local businesses and organizations as we help train the sales force of tomorrow,” said Dr. Amit Poddar, MASMI director and Chair of the Management & Marketing Department . “We are excited to partner with a company that has such historical local roots as Shore Bancshares, Inc. as a MASMI sponsor.”

With the partnership, the company has the opportunity to participate in a senior sales class role play as a buyer and judge, attend private recruiting sessions, preferred space at the schools Sales Career Fair, and host an intern for the day program. “The partnership between Shore Bancshares and MASMI gives us the opportunity to help students as well as our companies when they are looking to hire qualified sales people to fill our positions in banking, insurance, and investments,” said Lloyd L. “Scott Beatty, Jr. president and chief executive officer at Shore Bancshares.

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Robin O’Brien, commercial lender Shore United Bank and Lauren Martin, Salisbury University Student

In November, Shore Bancshares hosted eleven junior and senior sales and marketing students that were selected to participate in the Intern for the Day Program. The students began their day by receiving an overview of the company’s structure and then directed to one of the companies’ locations to shadow a sales team member for the day.

Shore Bancshares, Inc. specializes in banking, insurance, and investments, giving students the opportunity to shadow all three industries. Each student was assigned to a sales team member to gain a better understanding of what a day in the life of a sales person is really like. “Shore Bancshares provided a fun and informative day. During my visit with Shore United Bank, I had the opportunity to visit with clients and learn a little about the entire sales process,” said Lauren Martin, Salisbury University student. “I had a great, eye-opening experience learning all about how business is conducted in the “real world”. Everything from the reception and orientation meeting to the tour through Centreville, Maryland’s branch was incredibly professional – yet warm and friendly,” said Paul Gentry Salisbury University student.

“We are a financial holding company that offers professional career opportunities in banking, insurance, and investments. Our partnership with Salisbury University and MASMI provides students with options to live and work on the Delmarva Peninsula”, said Donna Stevens chief operating officer at Shore Bancshares.

Founded in 2015, the MASMI provides an academic program for students interested in sales, with financial and mentoring support from regional and national sales leaders.

Mid-Shore Commerce: Hugh Grunden and the Wonder of Easton Utilities

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Just imagine for a moment that Easton Utilities (EU) was a profit-driven corporation with a board of directors and shareholders demanding increasingly higher profit margins every quarter. Under this hypothetical scenario, it’s quite likely your bill for such things like electricity, cable and internet access would at least average or perhaps exceed national market prices to achieve that objective.

And if this formula were applied last year, those charges would have amounted to almost $10.5 million from the pockets of Talbot County customers. In more simple terms, that would be $10.5 million not going to cover family expenses, support local charities, or improve community services.

Thank goodness for local residents, Easton Utilities is not required play that particular game.

As an entity that was created out of the Town of Easton’s desire in 1914 to control utilities and their costs in their community, the only stakeholder that Easton Utilities needs to please is the municipality through the Easton Utilities Commission. And the way EU makes those folks happy is to make sure that their pricing is below average market value and that they apply whatever profit they do make into capital improvements and infrastructure maintenance.

And while Easton Utilities does not have the same requirements that a traditional business might have, it does not mean that EU is not run like a business. In fact, it is regarded by many as one of the most efficient and creatively-led corporations on the Eastern Shore.

It now manages seven companies that include electricity, cable, internet, phone, water, wastewater, and lastly, a new entrepreneurial division called IT Professional Services which monetizes the software EU has developed to manage their divisions by selling it to other utility corporations throughout the United States.

Behind the wheel of this extraordinary organization is CEO Hugh Grunden, who, with 35 years of experience with EU, has led the company to become one the most respected in the industry.

The Spy had the opportunity to chat with this Easton-native about the arch of change during his tenure and how the future looks for utilities a few weeks ago in Easton.

This video is approximately minutes in thirteen minutes in length. For more information about Easton Utilities please go here.

Marketing Professional to Lead College Relations and Marketing Team

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College President Sheila Bair today announced that Rolando Irizarry, a marketing and communications professional, will join the Washington College senior leadership as Vice President for College Relations and Marketing, effective December 5, 2016. Irizarry, whose award-winning branding campaigns have positioned both MedStar Georgetown and the George Washington University Hospital as healthcare leaders in the region, brings a wealth of experience in brand management, strategic planning, business analytics, integrated marketing, and digital advertising.

irizarry“Our college relations and marketing team is integral to the success of the College’s strategic initiatives, and I am so proud of the work they have been doing to share the Washington College story in support of student recruitment, alumni engagement, fundraising, and elevating national visibility,” President Bair remarked. “Rolando is inheriting a strong and creative team, and I’m looking forward to seeing the fruits of their collaboration, particularly as the College undertakes a comprehensive fundraising campaign.”

“The campaign will help provide the energy and awareness needed to advance our message on scholarships, campus diversity, and the quality of our faculty,” Irizarry says. “I’m fortunate to be part of a talented CRM team that is passionate about the Washington College legacy. We have the opportunity to elevate the College’s presence on the national stage. Everyone on campus and in the community has a vision of what the College could become. My job is to provide structure and a unified voice to what Washington College means to all of us.”

Irizarry’s career spans 20 years in higher education, healthcare, and agency work. As senior public affairs officer for Florida International University, Irizarry worked with one of the largest, most diverse media markets in the country and organized the largest press event in campus history—a visit from the Dalai Lama that involved more than 200 journalists. He was also responsible for crisis communications and collaborated with the university president on legislative matters.

At Miami Children’s Hospital, Irizarry managed marketing communications and business development, while also serving as managing editor for the hospital’s medical journal International Pediatrics.

 He has worked with leaders at the George Washington University School of Medicine and George Washington University Hospital on a number of successful campaigns that significantly increased market share, grew revenue, and promoted patient education. Those campaigns garnered more than four-dozen awards.

Most recently, Irizarry served as regional marketing director in the Washington region for MedStar Health, Inc., and was on the faculty at the George Washington University School of Business. He is moving to Chestertown with his fiancée, Julia Belanger, a general practitioner with the University of Maryland Community Medical Group in Chestertown.

About Washington College

Founded in 1782, Washington College is the tenth oldest college in the nation and the first chartered under the new Republic. It enrolls approximately 1,450 undergraduates from more than 35 states and a dozen nations. With an emphasis on hands-on, experiential learning in the arts and sciences, and more than 40 multidisciplinary areas of study, the College is home to nationally recognized academic centers in the environment, history, and writing. Learn more at washcoll.edu.