March 30, 2018

People & Business

Caldwell Trust Company Reaches $1B in Assets
President & CEO Kelly Caldwell reports that this milestone is achieved in the company’s 25th anniversary year.
Founded in 1993, the company grew its assets from 0 to $200M in its first 10 years, which then tripled in the succeeding decade and reaching $700M by its 20th year in 2013. The company, started with 5 employees, now employs almost three dozen loyal employees who are dedicated to the family-oriented culture of the company. In addition to the $1M+ that the company has donated to local organizations, the employees donate their time to serve on boards and committees of local charities.
Caldwell Trust has previously been recognized with honors such as the “Frank G. Berlin Sr. Small Business of the Year” and “Professional Services Business of the Year” from the Greater Sarasota Chamber of Commerce (2017), as well as Venice Chamber’s “Large Business of the Year” in 2014.
For more information about Caldwell Trust Company, call (941) 493-3600 or visit ctrust.com.

ABA Academy seeks administrative director
The Applied Behavior Analysis (ABA) Academy, a nonprofit that strives to develop the full potential of students with autism spectrum disorders and other disabilities, is seeking an administrative director.
MBJ Group, a talent management company, is leading the search for the position. In the role, the administrative director will assist the clinical director and operations director with the strategic leadership and management of the Academy, assist with defining key goals and develop and implement innovative methods to ensure the provision of adequate and appropriate services. The administrator will ensure compliance with all state and federal regulations, licensure and accreditation while maintaining the ABA Academy’s high-quality service.
“We believe that all children are entitled to an education in a setting where they can thrive emotionally, academically and socially,” said Shelly Swift, executive director of ABA Academy. “For this position, we are seeking an understanding and empathic individual who will serve as an integral member of our senior management staff and represent the organization in external ways to enhance its visibility, reputation and fundraising capabilities.”
Minimum qualifications include a bachelor’s degree, a minimum of five years of management with business development, leadership and strategic project planning experience. For those interested in the position, send a resume and cover letter to MaryBeth@MBJGroup.com by April 6, 2018.
The ABA Academy opened in Manatee County with eight students in 2013. In 2016, the nonprofit relocated to a new building in Sarasota County. The organization has six classrooms that are all run differently based on its students’ goals.
Through extremely individualized assessments and curriculum and evidence-based teaching, students set goals related to academics as well as social, emotional and behavioral needs. Many of its students receive private one-on-one therapy with therapists after school or in their homes for parents who wish to extend services and bridge the gap between home and school.

Sarasota Memorial Healthcare Foundation has welcomed Craig Moran as Director of Development. Mr. Moran brings more than 20 years of experience in fundraising and management of non-profit organization. Prior to accepting this position, he served as Director of Development and Major Gifts at Tampa General Hospital Foundation. He also held various development roles withJupiter Medical Center Foundation and Bon Secours Richmond Healthcare Foundation.

Mr. Moran has planned, organized and directed several multi-million-dollar capital campaigns for healthcare, education and cultural organizations. For the Healthcare Foundation, he isresponsible for engaging the community to support the philanthropic mission of the Healthcare Foundation.

Mr. Moran earned a bachelor’s degree in International Relations and Area Studies from Eckerd College in St. Petersburg Florida. He served for 22 years in the US Army/National Guard as an Infantry Officer, holding various staff and command positions both nationally and internationally. After a successful tour in Afghanistan, he retired in 2005 from the Florida Army National Guard.  

Coastal Orthopedics athletic trainer wins Southeast Athletic Trainers’ Association award
Athletic trainer Steve Favia with Coastal Orthopedics was recently named the recipient of the 2018 Southeast Athletic Trainers’ Association (SEATA) Clinic/Industrial/Corporate Athletic Trainer of the Year award.
The annual award is presented to an athletic trainer who best represents their profession in a clinic, industrial or corporate environment while educating the public to the benefits of having an athletic trainer in the workplace. 
“I was happy and surprised by this honor,” said Favia. “In athletic training, the thanks I receive from the student athletes, parents and coaching staff makes it very rewarding. For an association to honor you in such a way, it makes it that much more special.”
Favia has more than seven years of private practice experience in athletic training, including working with outpatient orthopedic patients and focusing his skills on occupational and industrial athletic training. He has been with Coastal Orthopedics since 2011.
In addition to working for Coastal Orthopedics, Favia also is the head athletic trainer for Cardinal Mooney Catholic High School in Sarasota and owns his own practice providing ergonomic and onsite industrial athletic training services.
“Steve has proven to be a great trainer and a trusted supporter for his student athletes,” said Coastal Orthopedics sports medicine physician and orthopedic surgeon Dr. Daniel Lamar. “He truly cares about their safety and always goes the extra distance for them.”
As the needs of Cardinal Mooney have changed, Favia has taken a more active role at the high school, routinely being there for the student athletes and helping them through their rehabilitation process — the majority of which is now done at the school.
After taking a year off to focus on his own practice, Favia returned to Cardinal Mooney at the beginning of the 2017-18 school year. This fall, Favia plans to expand Cardinal Mooney’s athletic training program, helping prepare students for college and hopefully a career in the field.
“We are thrilled to have Steve Favia return to Cardinal Mooney High School this year,” said Cardinal Mooney athletic director Bill Donivan. “Steve is an outstanding athletic trainer as well as a caring, enthusiastic and extremely knowledgeable. He does a great job communicating with our parents and being the liaison between Coastal Orthopedics and Cardinal Mooney.”
Favia was presented with his award during the Tim Kerin Memorial Awards Ceremony and Luncheon on March 9 in Atlanta. The SEATA, which represents District IX of the National Athletic Trainers’ Association, encompasses Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, Tennessee, Puerto Rico and the Virgin Islands.

Pines of Sarasota Foundation Announces Two Appointments
Pines of Sarasota Foundation is pleased to announce two new appointments: Terri Arnell has been promoted to Director of Marketing and Communication and Andrea Stephens has joined the Foundation as Director of Development.

Arnell has served the Foundation as Development Manager since 2015. She has more than 30 years’ experience working on behalf of non-profit development programs including long tenures at Boston College Law School and Ringling College of Art and Design where she oversaw Special Events, Alumni Relations and Advancement Services. In her new position, Arnell will be responsible for sharing Pines of Sarasota Foundation’s message with the community, as well as management of the Foundation’s special events. “It’s a privilege to serve Pines of Sarasota Foundation,” said Arnell. “I want everyone to know that, by supporting Pines Foundation, they help Pines of Sarasota continue to provide exceptional and loving care to seniors in our community.”

Andrea Stephens joins the Foundation following tenures at USF Sarasota-Manatee and New College Foundation where she was successful in obtaining funding for programs and scholarships. At USFSM, she helped to secure over $3.3 million in endowment, scholarship and unrestricted donations. In addition to fundraising, Stephens has experience with strategic planning, donor research and database management. She will be responsible for building relationships between Pines of Sarasota Foundation and the community, and will oversee the Foundation’s database. “I am thrilled to be a part of this amazing organization at such an exciting time in its history,” said Stephens. “It’s an honor to have the opportunity to help the Foundation support the residents and families who depend on the Pines.”

Pines of Sarasota Foundation President Janet Ginn said, “We are so happy that Andrea has joined us and that Terri has taken on this new role. They each exemplify the perfect combination of professional skill and commitment to our important mission. We are blessed to have them on our Foundation team.”

www.pinesofsarasota.org

SMHF Women & Medicine Program Highlights Stroke, #3 Killer of Women
Sarasota Memorial Healthcare Foundation presented its 6th annual “Women & Medicine” educational luncheon on March 23 that focused on strokes and comprehensive stroke care at Sarasota Memorial Hospital.
“We focused on strokes because they are the third leading cause of death for women,” noted Sally Schule, Healthcare Foundation Director of Community Engagement. “Because women live longer than men do, in general, stroke will have a more negative impact on their lives.”
According to the National Stroke Association, more women will live alone when they have a stroke, be more likely to live in a long-term health care facility after a stroke and have a less satisfactory recovery after stroke.
The program was presented by SMH physicians Mauricio Concha, MD, Stroke Neurologist and Medical Director of the SMH Stroke Program, Daniel B. Case, MD, Neurointerventional Radiologist, and Chippy Nalluri, MD, FACC, Cardiologist. The physicians discussed the stroke risks that women face, how to recognize the symptoms and risk factors for stroke and the technologies and treatments that are available. SMH has one of the few Comprehensive Stroke Centers in Florida and is among the top stroke centers in the U.S., performing at the highest level of any in the country.
To date, the Healthcare Foundation’s Women & Medicine luncheon program has raised more than $225,000 that has gone toward specific health programs at SMH. This year’s event raised $170,000 that will support Comprehensive Stroke Care at Sarasota Memorial.

Foundation Announces 2018 Gulf Coast Leadership Institute Class
Gulf Coast Community Foundation has selected 26 participants from across the region for its 2018 Gulf Coast Leadership Institute.
Class members will take part in seven training sessions from April through June conducted by the acclaimed Leadership Development Institute of Eckerd College. Gulf Coast provides all training and resources at no cost to participants in exchange for their commitment to use their new skills to benefit the community.
The 26 participants selected for the 2018 Gulf Coast Leadership Institute are:
• Laurie Birnbach, National Account Director, The Coca-Cola Company
• Kelly Carlstein Buehler, Marketing and Public Relations Coordinator, Blake Medical Center
• Beth Bush, Vice President of Philanthropy, All Star Children’s Foundation
• Leroy Butler, Community Engagement Specialist, SCOPE
• Janet Carrillo, Social Services Manager, City of North Port
• Eric Collin, President, Firmo Construction
• Jennifer Fagenbaum, Executive Director, Family Promise of South Sarasota County
• Samantha Gholar, Founder and Executive Director, Emerge Sarasota
• Susan Goldstein, Commercial Real Estate Specialist, Michael Saunders & Company Commercial
• Lauren Kurnov, Assistant Vice President for Student Success, University of South Florida Sarasota-Manatee
• Brian Mariash, Senior Vice President, Mariash Lowther Wealth Management–Merrill Lynch
• Dean Miller, Retired Managing Director, JPMorgan Chase
• Kim Mullins, Chief Operating Officer, The Jewish Federation of Sarasota-Manatee
• Dino Perakis, Attorney, Fowler Law Group
• Justin Powell, Vice President, Palmer Ranch Holdings
• Rae Ramos, External Relations and Programming, Sarasota Museum of Art
• Renee Ryckman, Owner, Escape Countdown
• Kristie Skoglund, Vice President of Clinical Services, The Florida Center for Early Childhood
• Jamie Smith, Director of Communications and Marketing, State College of Florida, Manatee-Sarasota
• Julia Stalnaker, Certified Financial Planner and Financial Advisor, Raymond James–Korszen Financial Group
• Jake Tate, Financial Advisor, Green Fairways Financial
• Justin Taylor, Executive Vice President, MRT Lawn and Garden Center
• Gerhard Toth, Commercial Banking Manager, Regions Bank
• Daniel Tullidge, Attorney, Williams Parker Harrison Dietz & Getzen
• Dan Weiss, President, Counterpart CFO
• Keenan Wooten, President, Sarasota-Bradenton Kappa Alpha Psi Project Guide Right

This is the 11th year of Gulf Coast Leadership Institute, which was preceded by two classes of the foundation’s North Port Leadership Institute. In all, nearly 300 community members have completed the training provided through this leadership-development initiative.
This marks the first year that Eckerd College’s Leadership Development Institute will provide all training for the Leadership Institute. Eckerd is one of six institutions that make up the Cross College Alliance, a regional higher-education consortium supported in part by Gulf Coast Community Foundation.

Girls Incorporated Announces 2018 Celebration Luncheon Honorees
Susan Buck, Dr. LaShawn Frost, and Beth Knopik will be honored at its 30th Annual Celebration Luncheon, Friday, April 20, at the Sarasota Municipal Auditorium.

Jackie Rogers, Penny Hill & Sheba Matheu

This year’s chairs are Penny Hill, Sheba Matheu, and Jackie Rogers and in recognition of its 30th year, the theme for the luncheon is “Pearls of Wisdom.”

Susan Buck, philanthropist and community volunteer, will receive the Girls Inc. Visionary Award. Buck has been a staunch advocate and supporter of Girls Inc. for many years, and she has volunteered her time with a plethora of other organizations, including Junior League of Sarasota, The John and Mable Ringling Museum of Art, Marie Selby Botanical Gardens, Selby Public Library, Planned Parenthood, Florida Studio Theatre, and seven years as a Guardian Ad Litem.

The She Knows Where She’s Going Award will be presented to Dr. LaShawn Frost and Beth Knopik.

Dr. Frost is principal of Booker Middle School. She has served on various district and community committees and boards, and is certified by the Florida Department of Education in School Principal, Educational Leadership and Counseling.

Knopik, a former commercial banking executive, devotes her time to local, regional and international nonprofit organizations, including Girls Inc. Following the death of her 16-year-old daughter, she has written a memoir, entitled “Leanna’s Way, Crossing Over from Grief to Grace,” which describes the journey of her loss and how the tragedy has transformed her life.

In addition to these awards, two Girls Inc. girls will be recognized this year. Tylee Giorgio will receive the She Knows Where She’s Growing award. She is a fifth grader at Gocio Elementary School and has been attending Girls Inc. since kindergarten. Jennifer Arreaga will be honored with the Strong, Smart, and Bold Leadership Award. A junior at Sarasota High School, Jennifer has been at Girls Inc. since her freshman year of high school, and was recently selected to participate in the Girls Inc. National Advocacy council.

Individual tickets for the 30th Annual Celebration Luncheon are $125.00 and may be purchased online at www.girlsincsrq.org or by calling (941) 366-6646, ext. 211. Sponsorships and tables are also available. Prior to and immediately following the luncheon, Girls Inc. girls will offer a boutique of goods they have created in their Dream Harbor enterprises. There will also be a chance drawing featuring items donated from Saks Fifth Avenue.

Ringling College Appoints Lora Wey and Anne Riker Garlington to Executive Positions
The College announces the appointment of Wey as Assistant Vice President of Strategic Philanthropy and Garlington as Senior Development Officer in the Office of Advancement.
Lora Wey has a background in successful organizational management, large-scale fundraising ventures, strategic leadership and project management.
Anne Riker Garlington was Vice President and Senior Relationship Strategist at PNC Wealth Management, and has a background in banking and trust administration, investments, development and charitable planning. 

SCF Students Named to All-Florida Academic Team
Three students from SCF were among 141 Florida College System students named to the Team.
Jacqueline Healy-Rinehart, Christina Bobrek and John Thompson will be recognized by Phi Theta Kappa International Honor Society, the Florida College System Foundation, the Florida Lottery, Coca-Cola and RBC Wealth Management for their academic achievement and community service during the All-Florida Academic Team Awards Ceremony on April 6, 11:30 a.m., Embassy Suites by Hilton Tampa. Judy.Green@fldoe.org

Gulf Coast Community Foundation Welcomes Green, Hershberger to Board of Directors
David Green and Rod Hershberger will each serve a three-year term as of March 1.
Green, a marketing and branding expert, also serves on the boards of the Hermitage Artist Retreat and Sarasota Orchestra, as well as assisting JFCS with branding + marketing.
Hershberger, retired CEO of PGT Innovations, continues to serve on the company’s board as its Chairman and is past president of the Argus Foundation, as well as co-chair of 2017 World Rowing Championships.