January - Madison Magazine


January - Madison Magazine

The role of the GMCC is to lead enlightened economic growth, positioning the greater

Madison area as a globally competitive place to live, work, play and do business.

JANUARY 2006 / Financial Services


www.greatermadisonchamber.com Volume 36, Issue 1






GMCC Feature:

Obtaining a smallbusiness


In Person:

First Business Bank’s

Corey Chambas

Got the Beat:

Grant Thornton LLP

LGM Update:

Lessons in collaboration,

by Justin Markofski,

Northport Apartment


Coming in February:

Manufacturing &




by Sharyn Alden

There’s no doubt about it, in a post-Enron world, accounting as

an industry has changed. Jack Cotton, CPA, CEO of Suby, Von

Haden & Associates, S.C., says, “The IRS has issued Circular 230,

which restricts the rules regarding reliance on tax opinions and tax

advices.” And all written and electronic tax advice will be

required to include disclaimer notices that clients will see on all

communications from their tax advisors.”

Cotton also says the new rules under government regulation

FIN 46 have changed the landscape: “FIN 46 made changes to the

rules that determine which businesses are required to be

consolidated in one [financial] report versus separate reporting.”

Mike Scholz, senior tax manager, Clifton Gunderson

(right) consults with clients

Mike Scholz, senior manager with Clifton Gunderson, says the passage of the Sarbanes-Oxley Act imposed

new auditor-independence standards. “These restrictions responded to concerns that Enron’s audit may have

been compromised because the accounting firm was earning more from Enron for consulting services than for

auditing services.”

Scholz notes that an auditing firm is now prohibited from “contemporaneously” providing audit clients with

several types of consulting or other non-audit services. Among some of the prohibited services are actuarial;

internal audit outsourcing; broker or dealer, investment advising or investment banking services; and legal and

expert services unrelated to the audit.



by Judy Dahl

Continued on Page 2

If you’re the owner or chief executive of a business, large or small, who will take over when you retire Will

your heirs and employees be taken care of What happens if you’re unexpectedly unable to run your business

What if certain key employees leave

Business leaders should answer these questions as part of succession planning,

the process of defining how ownership and management of a business will

transfer to new leadership when appropriate. It’s important to have a succession

plan in place well before it’s needed, in case the unexpected happens, and to

update the plan periodically.

“Having a succession plan means knowing your business will continue if

something happens to you, or if it’s not your intention that it continue, that

there’s a plan for closing it down,” says Louise Googins, owner and president,

Googins & Co., Inc., financial planning consultants. “You know you can retire

because you have a plan, and that if you die, your beneficiaries will receive value

from the business.”

She warns, “The value of your business can go down hill quickly if you don’t

have a succession plan. Your clients may leave, or someone else might not

Director Ann Kinkade addresses understand how the business runs and be unable to continue it.”

FBC members at a seminar Continued on Page 09


Additionally, Scholz says, “While

Sarbanes-Oxley is applicable to public

companies, many privately-held companies

have adopted similar restrictions. While they

were more likely to use one CPA firm in the

past, today they rely on multiple CPA firms.”

He also points out another trend that

continues for private companies. “They’re

using an external board of advisors,

comprised of non-family members, who are

demanding compliance with CPA

independence standards and adequate

company internal controls.”

Stephanie Barganz, CPA, SPHR and

partner with Bodilly CPAs & Consultants,

LLP, says that while she doesn’t believe there

are more restrictions today, with the

exception of the new Circular, her firm,

along with many others, has reviewed its

internal policies and procedures. “We

wanted to make sure we were doing

everything we could to be compliant. At

every staff meeting, compliance is on the


Interestingly, she says she’s seen nonprofit

businesses separate out the firms that

perform audit work from accounting work.

“But this is a board decision, and not one

specifically required in most instances by

accounting requirements.”

One potential change down the road

might be a simplification of the income-tax

system. Denis Stankowski, owner of

Accounting and Technical Services LLC,

says, “There’s been a lot of study about doing

this, including the possibility of completely

doing away with the current income-tax

system and replacing it with a national sales


If that happens, he

says, the income-taxpreparation


as we know it could

cease to exist.

New products

and trends

Many products are

currently vying for

attention in the

accounting world.

One of the biggest

trends is leveraging

technology, not only

for convenience,

lower costs and

efficiency, but also to help accounting firms

expand their services.

Stankowski notes that one of the exciting

new trends is happening at accounting firm

Web sites. “Clients can enter their taxrelated

information into an interactive

online tax organizer and submit it to the

accounting firm. Then the firm downloads

the information directly into its tax

preparation software.”

The advantages may seem obvious—it’s a time

saver for both the client and the preparer—but

Stankowski says it also breaks down geographic

limitations. “It allows the accountant to expand

beyond the firm’s more

traditional marketing


Barganz says the

paperless environment has

definitely changed the way

her firm does business. “I

love not having to go to a

file room of folders to find

permanent documents, the

result being we’re more


Stankowski says clients

shouldn’t be surprised if

they now receive their

income-tax returns on a

CD instead of in the form

of a thick portfolio.

What else is changing

In a nutshell, client access. Cell phones, palm pilots

and portable e-mail all offer increased access, but

they’ve also increased client expectations.

Barganz points out one of the challenges on the

horizon. “Securing a good staff will continue to be a

challenge for our industry, since certification

requirements have impacted the pool of candidates.”

Stankowski adds, “There’s been talk for some time

about requiring all paid tax preparers to pass a

licensing exam before they’re allowed to prepare

income taxes.”

The looming competition between Intuit’s new

release of QuickBooks 2006 and Microsoft’s Small

Business Financials is another challenge. “We have to

learn it first to be able to guide our clients through this

maze,” Barganz says.

QuickBooks has about 86 percent of the market

share for small-business accounting software.

Stankowski notes, “Microsoft has been actively trying

to lure accountants in its direction, and Intuit has

countered with its release of QuickBooks 2006—

probably the most dramatic improvement in years.”

Looking toward the future, Clifton Gunderson’s

Scholtz shares his optimism about the accounting

industry. “Despite all the ‘piling on’ the accounting

profession has endured in the last three years, the

future is bright. Most CPA firms are battling to hire

qualified accounting students from an ever-decreasing

pool of graduates.”

But for people with expertise in fields other than

accounting, such as banking, insurance, construction

and real estate, Scholz says having a combination of

experience is very attractive to accounting firms.

“Many regional and national CPA firms have

reorganized themselves along industry lines and are

requiring their staff and managers to be specialists

rather than generalists.”

From today’s vantage point, that seems to be the

wave of the future. ◆

Denis Stankowski, owner, Accounting and Technical

Services LLC (right), and a client, pretend to find some

surprising accounting data




615 E. Washington Ave., P.O. Box 71

Madison, WI 53701-0071

Phone: 608-256-8348 – Fax: 608-256-0333

E-mail: beat@greatermadisonchamber.com

Web: www.greatermadisonchamber.com




Business Beat provides a forum where members and partner

organizations can share their views on a variety of topics.

Opinions expressed are the authors’ own, and do not

necessarily reflect the views held by GMCC management,

staff, or board members.

OUR MISSION – The role of the GMCC is to lead

enlightened economic growth, positioning the greater

Madison area as a globally competitive place to live, work,

play and do business.


Chair – Gary Wolter, Madison Gas and Electric Co.

Immediate Past Chair – Londa Dewey, U.S. Bankcorp

Vice Chair – Lon Sprecher, CUNA Mutual Group

Treasurer – Robert T. Barnard, Stratatech Corp.

Secretary – James Hopson, Wisconsin State Journal


Dave Anderson, American Family Mutual Insurance Group

George E. Austin, Overture Foundation

Bettsey Barhorst, Madison Area Technical College

Gladis Benavides, Benavides Enterprises, Inc.

Ian Biggs, ABS Global

Byron Bishop, APA of Madison

Robert A. Blettner, The Blettner Group Ltd.

Mark Bugher, University Research Park

Timothy B. Erdman, Marshall Erdman & Associates

A. Scott Faulkner, The Edgewater Hotel

John J. Flad, Flad Development & Investment Corp.

Clayton Frink, The Capital Times

James D. Garner, Sergenian’s Floor Coverings, MNBC Rep.

Kevin Hayden, Dean Health System

William D. Harvey, Alliant Energy

James R. Imhoff Jr., FirstWeber Group Inc.

George Kamperschroer, Neider & Boucher, SC

Marsha Lindsay, Lindsay, Stone & Briggs

Tod B. Linstroth, Michael, Best & Friedrich

Jay Loewi, The QTI Group

George Nelson, Evening Telegram Co.

D. Thomas Oakley, Covance Laboratories Inc.

Terri L. Potter, Meriter Health Services

Rebecca Ryan, Next Generation Consulting, Inc.

Douglas G. Reuhl, American TV & Appliance of Madison Inc.

James R. Riordan, WPS Health Insurance

Robert A. Schlicht, M&I Bank

Rick Searer, Oscar Mayer Foods-Division of Kraft Foods

Robert Smith, WMTV-TV Channel 15

David G. Walsh, Foley & Lardner

John Wiley, Chancellor, UW-Madison


Jennifer Alexander, president

Sarah Breckenridge, program & event coordinator

Pattie Fowler, office manager

Jennifer Leavitt-Moy, public policy assistant

Lisa Loniello, executive assistant

Rafael Mayor Carbonell, economic development coordinator

Laura President-Brown, information coordinator

Rick Sheridan, membership development executive

Connie Shomberg, LGM director

Katy Skarlatos, public policy & economic development coordinator

Tracy Smull, director of finance & operations

Amy Torgeson, membership coordinator


Publisher – Jennifer Alexander, GMCC

Associate publisher – Tracy Smull, GMCC, 608-443-1950,


Editor – Judy Dahl, JKD Communications LLC,

608-271-2107, judydahl@charter.net

Designer – Tara Ingalls, Tingalls Dzyn LLC, 608-268-5525,

tara@tingalls.com, www.tingalls.com

Advertising and Sales – Madison Magazine, 608-270-3600

Business Beat is published 12 times a year for the Greater

Madison Chamber of Commerce, which holds the copyright

to all content, by Madison Magazine, 7025 Raymond Road,

Madison, WI 53719.

Subscription included in GMCC membership.

Submit all member news items by the 15th to be considered

for the next issue, which will publish two months later.

Items will be published as space permits. E-mail items to



Dear Valued GMCC


Happy New Year! I hope

the start of 2006 finds you

healthy, prosperous and well

positioned for business

growth. I look forward to seeing you at this

year’s GMCC events, to your participation on

chamber committees, and to hearing from you

about the business issues important to you.

This month marks the beginning of my

third year as your chamber president. It’s a

privilege to serve as your advocate in our

regional business community, and I look

forward to continued efforts on your behalf.

We’ve made significant accomplishments over

the last two years, and we’re poised to build on

that strong foundation, working toward

important goals in our major areas of focus:

membership, public policy, and economic


Just to hit the highlights, the GMCC’s 2004

and 2005 accomplishments included:

• Membership: Launched a new logo and

tagline, revitalized our publications,

launched many new programs, and

increased membership by 42 percent.

• Public policy: Developed guidelines for

policy decisions, led opposition to the

Madison minimum wage, negotiated a

business-friendly lobbying ordinance,

strengthened relationships with many

local organizations, worked regularly with

elected officials, and represented business

on a range of issues.

• Economic development: Led formation of

the Collaboration Council and the Small

Business Advisory Council, increased

outreach to minority- and women-owned

businesses, formed alliances with regional


Behind the Door @ GMCC

GMCC Update............................................4

Member Matters

Member News & Events ............................5

Membership Matters ..................................6

Member Spotlights ......................................7

GMCC Feature ............................................8

Front & Center

In Person: Cory Chambas ........................10

Got the Beat: Grant Thornton ..................10

chambers, supported LGM and

MAGNET, and worked with other

organizations to enhance the region’s airtravel


As 2006 begins, we’re putting the finishing

touches on a two-year strategic plan that

outlines our mission, principles, goals, and

success indicators, along with a month-bymonth

timeline for reaching specific

milestones. This month we’re working toward

several milestones:

• Implement CIVITAS

• Publish the 2005 annual candidate


• Launch the GMCC ChamberCARE

insurance program

• Create and promote a retired-professional

membership category

• Define and initiate a retention strategy for

members who joined during 2005’s

membership drive

• Establish benchmarks for all GMCC


• Expand regional participation in the

Collaboration Council and its

implementation teams

We’ll keep you informed of our progress via

Business Beat, our e-newsletter and various

meetings and presentations. We’ll also let you

know of opportunities to participate and

provide input—it takes all of us working

together to make the voice of business heard in

the community.

All of us at the GMCC wish you the best in



Jennifer Alexander, GMCC president

Ambassador Action ..................................11

Peer to Peer................................................11

Leaders @ Work

LGM Update ............................................12

Magnet Update..........................................12

Initiatives and Insights

Economic Development............................13

Public Policy ..............................................14

New Member List ..................................15

Calendar & Conventions ........back page




GMCC 12@12

Back by popular demand, the GMCC

12@12 program enters its second year.

We concluded our first 12@12 program

year by welcoming 12 of our small business

members for a lunchtime discussion on

“Marketing on a Shoestring Budget.” Fran

Zaugg of Resultz Marketing shared her

expertise and experience as she facilitated an

engaging discussion on creative ways to

effectively and economically market your

small business. Special thanks to Wipfli LLP,

annual underwriters for the 12@12 program.

Our next session, scheduled for

Wednesday, January 4 from noon to 1 p.m. at

the GMCC office, will focus on “Generating

a Referral Based Business,” with Matt

Anderson, The Referral Authority,


On Wednesday, February 4 from noon to 1

p.m. at the GMCC office, Ann Kinkade,

UW-Madison Family Business Center will

facilitate as we discuss “The Small Family

Owned Business.”

GMCC and Magellan to produce

2006 Madison Area Chamber Map

The GMCC will once again partner with

Magellan Mapping Company to produce the

official 2006 Madison Area Chamber Map.

We’ll print 30,000 full-color maps with all the

fabulous features map-users have come to

appreciate. In addition to all updated street

and subdivision information, there’ll be

detailed maps of the Capital area, the UW-

Madison campus area and many major

suburban areas. The maps will also include

block numbers, new artwork and a very easyto-read


Advertisers will receive FREE maps to use

as they like. Magellan has worked to keep the

ad-listing price the same as last year, and still

offers the opportunity to imprint a company

logo or message on the maps. To learn more

about available advertising packages, please

contact Magellan’s Lisa Pertzborn-Whiting or

Michael Giese at 441-6106 or 850-MAPS


For more information on Magellan

Mapping Company, which also publishes the

very popular Dane County Street & Road

Atlas and several other county atlases, please

go to www.magellanmapping.com.

November Issues Roundtable

covers marketing

On November 1, over 45 GMCC

members met at the Edgewood College

Corporate Learning Center to learn about

different aspects of marketing: branding,

direct mail, databases and research,

PR/marketing, outdoor advertising, and

Internet marketing. Members met in small

groups facilitated by industry experts,

networked, and enjoyed food provided by

Edgewood College. The next Issues

Roundtable is set for March 7, so mark your


Area insurance agents trained on GMCC

ChamberCARE health insurance

With the change in GMCC health insurance from

A-CHIP to ChamberCARE, the improved insurance is

available through more agents, making it easier for

members to take advantage of this benefit. On

November 9 at the Quality Inn and Suites, Cahill Way,

the GMCC held a ChamberCARE insurance agent

training session. Over 45 agents attended and were

treated to presentations from Group Health

Cooperative and WPS, as well as a continental

breakfast from the Quality Inn.

GMCC Launches New Health Insurance:


On November 14, over 100 GMCC members and

interested guests met at one of two ChamberCARE

sessions at the Hilton Garden Inn. Ellen Alwin and

Michael Polk from Group Health Cooperative and Jeff

Woods and Chris Ralston from WPS gave an overview

of the new choices available to GMCC members and

answered questions. If you have questions on

ChamberCARE, contact Amy Torgeson, membership

coordinator, at 443-1945 or atorgeson@greater


“Majestic” Holiday Social attendees mix


The GMCC Holiday Social on December 1, held in

conjunction with the Greater Madison Convention

and Visitors Bureau and MAGNET at the Majestic

Theater proved to be a big hit with all involved.

GMCC members made new contacts with members

from the other organizations, and after 6:30 p.m.,

enjoyed free live music.

Wingate Inn business card exchange a

holiday networking hit

The last GMCC event of 2005, the Holiday

Business Card Exchange on December 15 at the

Wingate Inn, was a roaring success. Members

connected with old friends and networked with new,

while enjoying holiday goodies and complimentary

beverages from the Wingate.

Chamber Café: “How to Combat

Identity Theft!”

How can you protect yourself, your family, and your

business from identity theft On January 11 the first

GMCC event of 2006 will kick off with a presentation

on Identity Theft, held at the Orange Shoe Gym, 6220

Nesbitt Road. Registration is from 7:30 – 8 a.m. and

the program runs from 8 – 9 a.m. Our speaker is Jeffrey

Pettit from Liberty Mutual, who has given seminars

across the United States on how to identify and

prevent identity theft. RSVP by Friday, January 6 to

Sarah Breckenridge, programs and event coordinator

at sbreckenridge@greatermadisonchamber.com or

443-1954. ◆

Thank you

Special thanks to Wipfli LLP,

annual underwriters for the

12@12 program and official

sponsor for the CEO Forum, and

to Two Men and A Truck,

quarterly 12@12 sponsor.





Career Momentum, Inc. will hold a holiday

networking reception on January 5 from 4 – 7

p.m. at its Madison office, 6441 Enterprise

Lane, Suite 115. Refreshments and door prizes

are planned and dress is business casual. RSVP

by calling 608-274-2430.

Cascade Asset Management celebrated the

grand opening of its new 32,000-square-foot

Madison processing plant on November 9 with

a full day of educational seminars. The event

closed with a ribbon-cutting ceremony

featuring a speech by Madison Mayor Dave

Cieslewicz; awarding of a Certificate of

Recognition from US Senator Russ Feingold’s

office; comments from State Senator Mark

Miller; and presentation of a grant award by

Secretary Scott Hasset from the DNR. The

GMCC’s own Amy Olson emceed the event,

and many ambassadors graciously volunteered

their time to help facilitate the crowd of over

200 guests throughout the day.

On Christmas Eve day, Rejuvenation Spa staff

and Artie of Total Image Salon performed

complementary haircuts and make-up

applications for 39 women currently residing at

Madison’s downtown YWCA. With

transportation by Abracadabra Limousine

Service, Rejuvenation Spa—along with family

and friends, Artie of Total Image Salon, and

the Aveda network—also helped fulfill the

YWCA’s holiday wish list.

The Greater Madison Area Chapter of

International Coach Federation will hold its

2006 ICF Coaching Week event Tuesday,

February 7 from 5 – 8:30 p.m. at the West Side

Club, 437 County Hwy M. Participants can

meet ICF member coaches, observe live

coaching sessions and attend workshops. For

more information, contact Pat Barone,

Catalyst Coaching LLC, at 231-6750 or e-mail



Inacom Information Systems introduces the

Extreme Wireless Makeover! to businesses

and nonprofit organizations throughout the

state. Just visit www.inacom.com and register

by January 10 to win your makeover—a free

wireless foundation configuration for your


The Business Forum will accept applications

for its 2006 scholarship awards until January

20. Awards are given to high school graduates

and returning adult women who will attend a

college in Wisconsin. To obtain an application,

please visit The Business Forum Web site

(www.thebusinessforum.org) or call 443-2486.

Innovations and new business

Matt Anderson International, LLC has

formed a new division focusing on building

referral networks, branded as The Referral

Authority. Serving the financial, insurance,

mortgage and real estate industries, The

Referral Authority trains broker/sales teams to

build network systems and obtain qualified

referrals on a regular basis.

Platypus Technologies recently closed its third

round of investment, raising $1.2 million from

private investors. The organization was

qualified under Wisconsin Act 255, which

grants tax credits to individuals investing in

Wisconsin start-up companies. Platypus’

regular legal counsel, Neider & Boucher,

S.C., provided legal advice and support in

connection with this fundraising.

New addresses and new


Associated Bank’s new South Central Region

headquarters is now open for business at 8040

Excelsior Drive, in the Old Sauk Trails

Business Park.

The south parking garage has opened at

Hilldale Shopping Center with 402 parking

spaces on four levels. All surface parking is

open in front of and behind the mall. Besides

the redevelopment of the existing Hilldale

Shopping Center, Hilldale will include an

additional 70,000 square feet of retail and

restaurant space as well as 40 Hilldale Row

condominium homes.

In the coming months, Capitol Bank will

open a full-service office at 108 E. Verona

Avenue in Verona. In October 2005, the bank

marked its tenth anniversary.

Sundial Software Corporation has opened a

branch office in Milwaukee. The company has

existing offices in Madison, Wausau, and


The Gialamas Company is constructing a new

125,000 square foot, five-story building in

Madison’s Old Sauk Trails Park that will be

home to Rural Insurance and Wisconsin Farm

Bureau. Additional space is available on the

first and fifth floors. The company’s newest

building at 8040 Excelsior Drive will house the

Madison office of RSM McGladrey Inc. and

McGladrey and Pullen LLP along with

Associated Bank’s regional headquarters.

Rendering of the Gialamas Company’s new 125,000-

square-foot building

Great Wolf Lodge will culminate its final

expansion phase with the addition of a 38,000

square-foot indoor waterpark slated to open in


Great Wolf Lodge expansion rendering

Awards and recognition

The National Institutes of Health has awarded

BellBrook Labs a $250,000 Phase I SBIR

grant for development of a microscale

mammary tissue model to accelerate the

understanding and treatment of breast cancer.

Vogel Bros. Building Co. has received a 2005

BUILD Wisconsin Award for Excellence in

Partnering from the Associated General

Contractors of Wisconsin.

Eighteen lawyers from DeWitt Ross &

Stevens have been named to the first edition

of Wisconsin Super Lawyers, as a result of a

survey conducted by the national publication

Law & Politics.

Continued on Page 6




For the eighth consecutive year, Youth Service

America, a national youth service

organization, has chosen United Way of Dane

County as a Lead Agency for the 2006

National & Global Youth Service Day. Dane

County will celebrate Youth Service Day on

April 22.


Over three days, from October 6 to 9, three

cyclists from Group Health Cooperative

joined 150 others from around the country for

a challenging 100-mile ride through the

Appalachian Mountains near Asheville, N.C.,

raising $32,416 to benefit the Juvenile

Diabetes Research Foundation.

Great Wisconsin Credit Union, formerly

CUNA Credit Union, donated a total of

$12,400 to The United Way of Dane County

and United Way of Columbia County. In

addition, 18 credit union employees volunteer

their time to the United Way Lend A Hand

Youth Resource Center Homework Help

Program. ◆



by Amy Torgeson

The GMCC will once again execute

“Operation Thank You” in the month of

January. As a salute to our members, GMCC

representatives will hand deliver the brand

new 2006 member directory.

GMCC ambassadors and staff will visit your

place of business to say hello, deliver a

directory, and get a chance to see firsthand

how your business functions. This is an

opportunity for you to meet GMCC

ambassadors and staff and talk to us about

membership … we want to hear what you


We extend a special

thanks to Lands’ End

Business Outfitters,

sponsor of the GMCC

ambassadors, for its generous support. Lands’

End operates on the principle that what’s best

for the customer is also best for the company.

As a result, customers have learned to expect a

high level of service at all times—from

initiating the order, to receiving help and

advice, to speedy shipping, and further followup

when necessary. Lands’ End Business

Outfitters is committed to producing highquality

products bearing your company logo for

all corporate


Businesses of

all sizes,


nine out of





put their


names on


End Business

Outfitters’ products for quality team apparel,

employee incentives and customer gifts.

The 2006 member directory includes a

listing for each member in alphabetical order

as well as by business category. The GMCC

Member Directory is used by over 2,500 Dane

County member businesses as a sales and

marketing tool. It’s distributed throughout the

year to all new members as a part of the

GMCC Membership Kit. The directory is also

available for purchase throughout the year by

nonmember businesses and individuals looking

to conduct business with GMCC members.

Wish you recognized GMCC board

members, ambassadors and staff when you see

them at events You’ll find pictures and

contact information for these three important

chamber branches in the directory, so you can

get to know us all a bit better. You’ll also find a

complete 2006 calendar of events to help you

plan for networking and programming in the

new year.

Thank you for your membership! ◆


Member Directory


Thank you

We send sincere thanks to Tingalls Dzyn for

designing our membership directory as an

in-kind donation of services.



Andy Garcia Productions, also known as

AGP, is a video/film production company

specializing in corporate communications.

Andy Garcia and Sue Mowris have owned and

operated Andy Garcia Productions for over 11

years. Along with the marketing, training and

product tapes it produces, AGP has created a

niche for itself in the business-theater arena.

This Madison-based company counts Harley-

Davidson Motor Company and Sub-Zero/Wolf

as its long-time clients.


expertise to deliver high-end consulting

services for engagements in information

technology; software & hardware engineering;

and mechanical, electrical, validation &

telecommunications engineering.

Founded in 1984, Oxford combines

international reach with local depth, serving

our clients with over 400 full-time employees

through an integrated network of more than

20 offices in North America and Europe.

Oxford’s newest office opened in Waunakee

on October 31. We’ve hired 25 new employees

from the Madison area, and plan to expand our

staff to more than 50 in 2006. Our local

address is 202 Moravian Valley Road, Suites C-

produced foods since 1974.

While food co-ops and supermarkets may

look the same at first glance, cooperatives are

businesses owned and controlled by their

members. In the case of consumer co-ops like

Willy Street Co-op, the customers who join

can become member-owners and have a voice

in how the organization is run. The Eastside

Farmers Market, the solar panels on our roof,

the rain garden behind the store and hundreds

of products on our shelves were all the result of

member-owner requests.

The Co-op is committed to supporting

local growers and producers. We believe that a

sustainable local economy is vital to the health

In a field where technology changes by the

minute, AGP recently invested in the exciting

world of high-definition television. One of the

first in the city to own a high-definition

camera and editing equipment, AGP is proud

to offer the highest-quality products and

services for all of its corporate clients

MCL Financial Group, Inc. is an

investment firm specializing in alternative real

estate investments that qualify for a 1031

exchange. With an unbiased approach, MCL

Financial helps clients locate and select

opportunities in Oil and Gas Private Royalties

and Tenant-in-Common(TIC) assets specific

to their 1031 exchange and/or investment


Whether it’s for portfolio diversification or as a

flexible 1031 exchange alternative, we can

provide access to attractive risk-adjusted

investments. Energy Royalties give investors a

lower-risk opportunity to diversify into the

energy markets, generate monthly income,

save on taxes and enhance overall portfolio

returns. Tenant-in-Common real estate gives

investors the opportunity to join together with

other high-net-worth investors to own

institutional-quality real estate that none of

the investors could own individually.

Visit us at www.mcl1031midwest.com

or contact Dirk Todd in the local MCL

Financial office at 442-5636 or dtodd@

mclfinancial.com for more information.

Oxford Global Resources is a talentdriven

consulting firm providing individual

consultants, project teams, and strategic

outsourcing services to clients in a wide range

of industries. We leverage our recruiting

E, Waunakee, WI, 53597. You can reach us at

849-5910 or toll free at 866-251-6404. Our fax

number is 849-5953.

Willy Street Co-op is Madison’s largest

consumer-owned, full-service natural foods

store, offering the finest organic and locally

and wellbeing of our community. For more

information, see www.willystreet.coop, call

customer service at 251-6776, or stop in and

see the store for yourself! ◆




by Judy Dahl

If you’re contemplating starting a small

business, or if you’re a small business owner

looking to expand, you’ll likely need

financing assistance. And particularly for

new business owners, this can be

challenging to obtain. But, say area

financial-service providers, it can be done—

and the right preparation is key.

Early-stage, high-growth companies

needing substantial capital can sometimes

attract funding from angel investors or

venture capitalists (visit www.wisconsin

angelnetwork.com for more information),

and it’s wise to look for grants (see

www.grants.gov). Entrepreneurs’ own

resources—sometimes including credit

cards—and family and friends fund other

start-ups or expansions.

Many business owners seek loans, and

from a lender’s perspective, says Dana

Hoffmann, vice president of business

services, Great Wisconsin Credit Union,

“Financing a small business start-up is one

of the most difficult loans to make. There’s

no track record and you’re going mostly on

the assumptions in the business plan.”

Tom Dott, senior vice president, business

banking, Associated Bank, recommends

business owners use area educational

resources to get started. “Leverage the

courses available through the UW Small

Business Development Center (SBDC) on

how to write a business plan and other

topics,” he advises. “Take advantage of those

before even thinking about getting a loan. It

helps you understand, when you do come to

a bank, what to expect and what to come

prepared with.”

A solid business plan

A solid business plan is the first thing

lenders look for. “Having a well-developed

business plan, with a good understanding of your

income sources and expenses is essential,” says Jim

Bradley, president, Home Savings Bank, which offers

primarily real-estate lending.

“A good business plan includes a description of

the business and how it will work, your experience in

the industry, how you’ll stand out in the market and

compete, how you’ll promote the business, and a

minimum of three years income and expense

projections,” adds Dott. “We like to see sensitivity

testing with the projections, some ‘what-if scenarios.’

If you’re projecting $1 million in revenue and

$500,000 in expenses, what happens if you only have

$75,000 in revenue and higher expenses How does

that factor into your ability to make loan payments”

Darwin Lynde, senior vice president of business

banking, Park Bank, agrees. “To a banker’s mind,

loan-worthiness is simply a measure of the borrower’s

ability to repay a loan. We look at whether the

business’ current or projected cash flow is sufficient to

repay the proposed note, and if cash flow fails to

provide the necessary funds, what collateral could be

used to cover the payments, either through its sale or

refinancing Answers to these questions are typically

spelled out in a business plan for new businesses.”

A healthy personal credit record

Hoffman notes, “The business owner must also

have a good personal credit history. It’s a good

indicator of how they’ll handle business credit.”

“I don’t think people realize that’s one of the first

things we look at if the business plan is solid. That’s

the next step,” adds Dott.

A strong relationship

Building a relationship with your financial

institution can speed up the financing process. “It’s

never too early to start,” says Bradley. “The more your

banker knows you and your business, the better they

can counsel you on the best product or service for

your unique situation.”

Lynde adds, “If you find yourself ‘chasing’ your

banker it’s a bad sign. Your banker should know what

your plans are because he or she regularly checks in

with your business and actively provides solutions to

the challenges you face.” ◆

SBA loan guarantees make it easier

The Small Business Administration (SBA)

decreases lenders’ risks, making it easier for small

businesses to obtain loans. The organization

provides lenders with guarantees for portions of

qualified loans. Borrowers apply for loans at

participating lending institutions, which then

apply online for an SBA guarantee.

“We make it very easy for lenders, which is

driving our volumes incredibly high,” says Eric Ness,

district director, SBA Wisconsin. “In 1998 we

guaranteed 853 loans; for fiscal year 2005 it’s 2,194

loans totaling nearly $496 million in Wisconsin.”

Visit www.sba.gov/wi/ for more information.



Avoid a power vacuum

Ann Kinkade, director, Family Business

Center, and faculty associate, UW School of

Business, adds, “If there’s a crisis, having a

succession plan helps avoid a power vacuum.

In a family business, it helps prevent family

conflict. The more [business leaders] can

demonstrate that they’re prioritizing succession

planning, the more it reassures customers,

employees and vendors—it gives external

people trust in the business.”

Kinkade says ownership-succession and

management-succession planning are the two

primary aspects of the process. “The first refers

to the legal transfer of company ownership.

Management succession is more all-inclusive;

it includes transferring the corporate culture

and values to the next leaders.”

Not all business leaders take the time to do

succession planning. “They all know they

should, and they’re more likely to deal with

the ownership transfer than with management

succession,” says Kinkade.

“Many business owners are so busy with

day-to-day operations that they don’t find the

time to plan,” agrees Googins. “It’s really

important to remember that your business is

something you’ve built, and if you want to take

care of the people important to you, you must

do the planning.”

Take your time and involve the

right people

“Start early; it takes a lot of time,” advises

Kinkade. “Involve all affected parties—in a

family business that includes shareholders and

even family members not involved in daily


Begin by identifying your values as a

company. “This varies from business to

business; you might determine that you want

to remain local, that you value your employees

as your No. 1 asset, or that customers are No.

1,” says Kinkade. “Identify what’s important to

you as a company, and for a family business, as

a family.”

Googins adds, “Know that you’ll need to

involve multiple people: a financial planner,

an attorney, an insurance person, an

accountant. Figure out who you’re most

comfortable with and start with them.”

“Then define the evolving role for the

person exiting as a leader,” says Kinkade.

Include plans for the leader’s retirement

income, and set a specific exit and ownership

transfer date.

You’ll also need to plan how to identify a

successor—what skill sets, experience,

education, and knowledge of the business he or

she must have. “Ideally you’ll name a specific

successor in advance, and implement a

professional development plan for them,” says

Kinkade. You may also wish to identify backup

successors, and successors for key

management staff as well as the business leader.

“I’ve had a succession plan in place for five

years,” says Googins. “We set up a separate

company that one of my employees is buying

into as an owner. We’ve agreed on how to

value the business, and if anything happens to

me, she can buy the rest of my company from

my two sons. We have insurance so she’ll have

the funds available, our attorney is in the loop,

and with our accountant, we’ve drawn up

papers so this employee and my sons would be

treated fairly.

Communicate and update

When your plan is complete, communicate

it. “Let your staff, customers and business

partners know what you come up with,” says


And you’ll want to revisit your succession

plan often. “Stop and look at each area on a

yearly basis,” recommends Googins. “In reality

you won’t need to make changes every year,

but you should meet each year and review it.

Over five or ten years’ time, you probably will

make changes.” ◆




Hometown: Milwaukee



CEO First Business

Bank, president &

COO First Business

Financial Services

Education: BBA Finance, Investment, and

Banking UW – Madison, 1984

Family: Wife Kris, son Matthew (21), daughter

Ally (18), yellow lab Murphy (13)

What attracted you to your current position

The niche focus of First Business Bank, as well

as the quality of the employees and board. Both

their business expertise, and probably even

more importantly, that they were just good

people. I knew this would be an enjoyable

environment to work in, and a place where I

could better serve my clients.

How does your background help you lead your

organization forward As a commercial lender

for most of my twenty-plus-year career, I’ve been

fortunate to work with hundreds, maybe even

thousands, of different businesses. A big part of

my job is to get to know the business owners and

managers, and find out what makes those

companies succeed or fail. I’ve been able to learn

what’s worked for them and what hasn’t, in all

areas—from sales and marketing to hiring

practices and compensation. This is invaluable,

because it allows me to bring the best practices

and most successful strategies back to First

Business. I’m always learning.

What is your vision for First Business Bank

To be the premier financial services provider to

businesses and professionals in the greater

Madison area. What that means is that, if

someone asked a businessperson where they

should bank, First Business would consistently

be at the top of the list.

How would you describe your philosophy for

doing business Basically just the golden rule:

treat coworkers, clients, and vendors the way

you’d want to be treated.

What financial services issues should area

businesses be paying most attention to

Rising short-term interest rates and the flat

yield curve. The rising short-term rates may be

problematic for folks who took out adjustablerate

mortgages. When their rates reset higher,

their personal cash flow could be significantly

impacted, which could negatively affect some

industry segments. Also, with the flat yield

curve, where longer-term rates are almost the

same as floating rates, it may be time for

businesses to look at locking in fixed rates on

their borrowings if they haven’t done so

already. ◆


Responses by: Michael Gerner, partner in charge

Address: 2 East Gilman Street

Madison, WI 53703-8100

Phone: 608-257-6761

Fax: 608-257-6760

Web site: www.grantthornton.com

Your organization’s current leaders: The CEO

of the U.S. firm Grant Thornton LLP is Ed

Nesbaum. In Madison, we are led by Mike

Gerner as the partner in charge. The other

Madison partners include Deron Curliss, Neil

Lonergan, Ed Maginot, Mike Mathews, Jim

Possin, Bill Schultz and Dave Zimmerman.

Year established: Ronald Mattox founded the

Madison practice in 1924, the same year

Alexander Grant & Company was founded in

Chicago. Mattox grew his firm to a position of

prominence in Wisconsin before it merged

with Alexander Grant and Company in 1975.

Alexander Grant joined with other

international accounting firms to form Grant

Thornton International, and in 1986 we

changed our name to Grant Thornton LLP to

recognize our international reach and to be

known under a single name world-wide.

Number of employees: Grant Thornton has

over 4,400 employees in 50 offices across the

United States. In Wisconsin we have four

offices with 225 professionals. Our Madison

office is currently staffed with more than 100


Who is your customer Grant Thornton

serves clients in a focused group of industries,

including consumer and industrial products,

construction, technology, real estate, financial

services, health care and not-for-profit sectors.

The company is committed to serving mid-cap

and small-cap public companies and middlemarket

privately-held companies.

What’s something interesting people probably

don’t know about your organization

Globally, Grant Thornton International has

over 20,000 employees in more than 500

offices in 111 countries. This allow us to bring

a depth of resources to our clients anywhere

they need us.

What achievements are you most proud of

J.D. Power and Associates ranked Grant

Thornton LLP: “Highest performance among

audit firms serving companies with less than $1

billion in revenue.”

What are your 2006 goals for your

organization Grant Thornton will strive to

build on our reputation for delivering high

levels of client service. Over the past 80 years,

we’ve developed a service model that delivers

our clients a high level of local personalized

service, and easy access to the quality resources

of the entire Grant Thornton worldwide

network. The Grant Thornton Experience

enables us to focus all our efforts toward

delivering unequaled value to our clients.

Grant Thornton has experienced

approximately 30 percent growth each year for

the past three years.

What are the key issues affecting the

financial services industry today

The corporate failures of companies like Enron

and Global Crossings have sparked significant

changes in the oversight of public companies

and their independent auditors. The Sarbanes-

Oxley legislation, which focused on corporate

governance and internal controls, has greatly

expanded the financial auditing and reporting

requirements for many Grant Thornton


Grant Thornton is active in guiding our

clients in mergers, acquisitions, federal and

state tax issues and profitability consulting.

Favorite GMCC benefit The community

involvement and networking opportunities

available to GMCC members. ◆






by Chad W. Koplien, Lee, Kilkelly, Paulson & Younger, S.C.

The GMCC Business Ambassadors would like share with

you the “best kept secret” in Madison. Did you know that

your Greater Madison Chamber of Commerce had a “top

secret,” extra-special service, specifically designed to

maximize the effect of your open house or upcoming business

event Yes!

The GMCC Business Ambassadors are a hand-selected

group of professionals from a variety of backgrounds,

consisting of marketing, law, investments, personaldevelopment

services, computer services, real estate,

printing, job recruiting, event coordinators, comedians, and

more. They’re all at your “beck and call,” waiting to assist

you and your business with the brainstorming, planning, and

yes, even implementation (with chamber publicity) of your

special business grand opening, anniversary, or event.

Our professionals, working in concert with the GMCC

and your business, can help you:

• Decide how to make your event publicity-worthy and


• Custom-tailor an event to meet your business’ unique


• Draw a crowd and increase your turnout, including but

not limited to attracting dignitaries, local celebs,

politicians, and company execs.

• Set the mood.

• Generate ideas to help feed your guests and target


• Create media opportunities.

• Come up with hot ideas to help track your traffic.

Our ambassadors, who have been specially trained to be

“Event Chiefs,” are at your service. They’ll help you

brainstorm, set up, and run your event so it’s the best it can

be. We commit to providing you with other ambassadors to

assist the chief in servicing your event. We’ll deliver a

prepared speech—custom-tailored for your business—to the

audience and to the media. We’ll even help you obtain

publishable photography of your event, and if possible,

draft an article about your event to be included in the

Business Beat.

“Who ya gonna call”

It’s as simple as an e-mail or phone call. We’d be

delighted to hear from you—so e-mail info@greater

madisonchamber.com or call 608-256-8348 today.

The GMCC Business Ambassadors are here and at your

service! ◆

Thank yous

We thank the Hilton Madison Monona Terrace for hosting the

November ambassador meeting.

The GMCC sends heartfelt thanks

to Land’s End Business Outfitters

for its generous sponsorship of the

ambassador program.




by Deb Neubauer, administrator, UW

Extension Financial Education Center

Unless your workforce is unique, at

least 25 percent of your employees—

regardless of salary or job title—are

experiencing financial stress and

inevitably costing your company “big

dollars” in lost productivity. When

employees are distracted by worries

about money, it mentally takes them

away from the job you’re paying them


In a recent study, E. Thomas

Garman, one of the ten leading

academics in the area of personal

finance found that,

“Depending on their place

of employment, 30 to 80

percent of financially

distressed workers spend

time at work worrying

about personal finances and

dealing with financial issues instead of

working.” Time and concentration that

should be spent on the job is re-routed

to worrying about paying the bills,

dealing with creditors on the phone and

arranging payment terms on debt


The study also provided a summary

of “Financial Stress Costs” companies

incur when their employees are

preoccupied by money-management


Reduced employee productivity

Workplace accidents

Health and welfare issues

Employee turnover

HR department distractions

Not surprisingly, the study reveals

that up to 50 percent of financiallydistressed

employees report that the

stress is affecting their health. This

leads to higher health-care costs for you

as the employer. Improved health is

directly associated with positive

financial behaviors. Many on-the-job

accidents—60 to 80 percent—are stressrelated

as well. Stressed employees can

be dangerous to themselves, and their

coworkers, when they’re not

concentrating fully on the task at hand.

What can you as an employer

do to improve the financial

wellbeing of your staff

The study’s results suggest that

educators, employers, and health and

financial service providers need to work

together to improve consumer

wellbeing. “Employers should know

that research shows improved personal

finances and improved health go

together,” says Garman.

Start by taking the lead in providing

basic financial education. That doesn’t

mean teaching money-management

classes yourself. Use trained, unbiased

professionals who provide basic

knowledge about developing a spending

plan, reducing debt, and finding ways to

cut back on living expenses. Distance

learning is usually not an effective way

to teach money-management skills.

Using a professional who provides

education in small workshop settings is

a more advantageous approach, because

it allows your employees to participate

in practical exercises and ask questions.

If possible, use an educator who also

provides one-on-one follow-up and

$7,000 per employee per year

$29,000 per workplace accident

$300 per day per employee

$8,000 average cost to replace employee

10% of HR department payroll budget

ongoing support after the workshop is


Empowerment is the key … give

your employees the tools to become

better money managers and they’ll give

back to you ten-fold in productivity,

lower absenteeism, improved employee

health and lower turnover. ◆

The Financial Education Center, located in the Villager Mall at 2300 S. Park Street, provides free consistent,

reliable and unbiased financial education through classes, workshops, one-on-one coaching and resource

materials. For more information contact Deb Neubauer, administrator, at 261-5077 or Deb.Neubauer@

ces.uwex.edu. The Financial Education Center is a program of UW Extension-Dane County Family Living.







by Justin Markofski, workforce

development coordinator,

Northport Apartment


Take a moment to

imagine how you’d describe

the greater Madison area.

What would you highlight What gives

Madison its distinct character What factors

contribute to its consistently ranking high in

national publications regarding our quality of

life How will our grandchildren and greatgrandchildren

answer these same questions in

the generations to come What is your role in

helping ensure that greater Madison reaches its

full potential as a region

These are the types of questions discussed

at this month’s LGM session on economic

development. An excellent line-up of

presenters began the morning session at Oscar

Mayer and concluded in the afternoon at the



Thank you members and sponsors

2005 has been a year of growth and

development for the Madison Area Growth

Network (MAGNET), thanks largely to our

dedicated members and sponsors. During 2005,

our membership and our sponsors, Madison

Gas and Electric Company, John Taylor and

the GMCC have given us their support and

encouragement to grow into the type of

excellent organization that successfully attracts

and retains the next generation of leaders to

the greater Madison area.

We’ve also received ongoing community

support from outstanding individuals such as

Mayor Dave Cieslewicz, Dane County

Executive Kathleen Falk, Congresswoman

Tammy Baldwin, Governor Doyle and

Lieutenant Governor Barbara Lawton. They

have publicly championed MAGNET’s mission

and acknowledged it as an important

component in furthering sustainable economic

development initiatives in our area.

Our members have been dedicated, active

and vocal about their changing needs and

interests. Our events have reflected the diverse

MG&E Innovation Center.

The theme for the entire day seemed to be

‘collaborations,’ as we explored the challenges

and opportunities lying before us as a region.

Kay Plantes, economist and corporate

strategist, expressed the case for collaborative

economic development efforts, reflecting the

principle belief: “If we make our community

better, it makes our company, our organization,

and even ourselves better.”

Rick Searer, president of Oscar Mayer,

supported this view as he shared Oscar Mayer’s

100-plus-year history, including its ongoing

commitment to helping the local community

fight hunger.

The morning session concluded

appropriately with a presentation by Terri

Potter, CEO of Meriter Hospital, on Dane

County’s emerging Collaboration Council

initiative. The Collaboration Council is a

regional economic development effort

comprised of a cross-section of leaders from

Dane County’s business, government,

education, and nonprofit communities. This

leadership collaboration is gathering to help

ensure Dane County’s continued economic

success by creating a forward-looking economy.

With our minds full of information, questions,

and possibilities, we were treated to an all-

Kraft lunch at Oscar Mayer, which, by the

way, included a lot more than mac & cheese

and hot dogs.

requests we hear from our membership, from

our Halloween party or our professional

development networking breakfasts, to our

volunteering at the Heart Walk or our

Attain Dane discussion about county-wide

regional development with County Executive

Kathleen Falk.

2005 successes

During 2005 MAGNET’s membership

nearly doubled, from 200 to 400, and we

attained significant accomplishments:

• Hosted over 50 events with over 1,500


• Held a well-attended one-year birthday

party for MAGNET, hosted in Madison’s

newest venue, the Overture Center.

• Released our official report, “Identifying

the Next Generation of Leaders,” detailing

the brain-drain challenge facing Dane


• MAGNET sports teams participated in

intramural kickball and softball leagues.

• Received many positive news reviews and

were highlighted in the GMCC’s annual

dinner video.

• Solidified our four committee co-chair

positions and our steering committee.

The afternoon proved to punctuate and

enhance our morning lessons. We saw

firsthand two bio-tech start-up companies in

the MG&E Innovation Center and

pretended we understood the science behind

their research. We heard from a panel

discussing “The New Economy,” consisting of

Elizabeth Kluesner, Dane County Executive’s

Office; Ed Clarke, MATC; Noel Radomski,

UW Office of Corporate Relations; Greg Wise,

Wisconsin Agricultural Innovation Center;

and John Biondi, Lucigen Corporation. Deb

Archer, Greater Madison Convention and

Visitors Bureau, facilitated the discussion. The

GMCC’s Rafael Carbonell further updated us

on the Collaboration Council’s current efforts.

Entrepreneur and philanthropist John Taylor

stressed the importance of sustaining quality of

life through core value commitments. Phyllis

Wilhelm of Madison Gas and Electric

Company wrapped up our full day by tying the

pieces together and reminding us what’s at

stake for our region … that we might indeed

become “the model for a healthy regional city”

and sustain this identity long into our future. ◆

LGM is a nonprofit, nonpartisan educational program of

the Greater Madison Chamber of Commerce. Our goal is

to prepare organizational leaders for active service on

community boards, committees and commissions within

the greater Madison area. For more information please visit

the GMCC Web site, www.greatermadisonchamber.com,

or contact LGM Director Connie Shomberg at

cshomberg@greatermadison chamber.com or 443-1953.

2006 goals

As MAGNET enters 2006, we’re

undergoing some very exciting transitions.

During the year, we hope to hire a full-time

executive director to ensure that our

committees and future programming have the

support they need to flourish. We’ll focus our

energy on establishing MAGNET programs,

developing our marketing and outreach in the

region, and increasing our membership benefits.

We’ll continue to cultivate our

relationships with leaders in the region. This

will be a year in which we build upon our

foundation of excellent social, public policy,

professional development and civic events and

stretch ourselves as an organization to try new

and different events as well. We’ll also launch

our members-only online membership directory

to facilitate professional networking.

Finally, if you have any questions or

suggestions for ways MAGNET can improve

during the year, please contact me with your

input. We’re looking forward to a successful

and exhilarating new year.

Happy New Year,

Henry Sanders, Jr.

MAGNET president







The Collaboration Council is a regional economic

development effort comprised of a cross-section of

leaders from Dane County’s business, government,

education and non-profit communities. The goal is to

grow the Dane County economy in ways that

preserve and advance the quality of life.

Implementation teams

The Collaboration Council’s implementation

teams are now complete. During phase III

(January –July 2006), they’ll implement the

recommendations made by the design teams

during phase I. The key criteria for forming the

teams were: having a diverse representation of

skill sets, communities throughout Dane County,

and people involved during phase I along with

new faces. The teams are:

Education & Outreach (communications)

Chair: Paul Fanlund, vice president of operations

– Capital Newspapers

Deb Archer, president - Greater Madison

Convention & Visitors Bureau

Mary Carr Lee, community relations director –

Meriter Hospital & Health Services

Howard Cosgrove, senior account manager –

Wood Communication Group

Art Drake, owner and publisher – Waunakee

Tribune, DeForest Times-Tribune and Poynette


Jon Friesch, marketing director - Capital


David Giroux, director of public information –

University of Wisconsin-Extension

Neil Heinen, editorial director – WISC-TV3 and

Madison Magazine

Brennan Nardi, editor – Madison Magazine

Lesley Sillaman, executive assistant to Dane

County Executive Kathleen Falk

George Twigg, communications director – City of

Madison Mayor’s Office

Dante Viscarra, publisher – La Comunidad

Regional Assets & Opportunities

Chair: Terri Potter, president & CEO – Meriter

Health Services

Jon Biondi, COO – Lucigen Corporation

Rob Gottschalk, principal – Vandewalle &


Jack Huddleston, professor urban/regional

planning – UW-Madison

Will Hughes, administrator, Division of

Agricultural Development – WI


Phil Lewis, professor emeritus, regional

design – UW-Madison

Jim McNulty, vice president – Oak Bank

Regina Millner, president – RMM Enterprises

Noel Radomski, policy/planning analyst – UW

Office of Corporate Relations

Workforce Development

Chair: Dave Boyer, CEO & managing partner –

MCD, Inc.

Staff lead: Laura Dresser, research director –

Center On Wisconsin Strategy

Paula Bonner, president & CEO – Wisconsin

Alumni Association

Ed Clarke, coordinator for grants & special

projects – Madison Area Technical College

Denis Collins, associated professor of business –

Edgewood College

Kris Holmes, employment manager – Meriter

Health Services

Matt Kures, GIS state specialist – UW-Extension

Center for Community and Economic


Jennifer Leavitt-Moy, coordinator – Madison Area

Growth Network (MAGNET)

Jay Loewi, president – The QTI Group

Don Madelung, president – Herzing College

Steve McHoes, board vice president – Sun Prairie

Area School District

Nancy Peckham, president – INI Global

Rebecca Ryan, president – Next Generation


Pat Schramm, executive director/CEO –

Workforce Development Board of South

Central WI

Regional Economic Development Entity

Chair: Tom Spitz, president & CEO – DMB

Community Bank

Jonathan Barry, co-owner – Tyrol Basin Ski &

Snowboard Area

Mark Bugher, director – UW Research Park

Sean Cleary, president – Cleary Building


Andy Cohn, government & public relations

manager – WARF

Al Dasso, partner – Clifton Gunderson

Mike Davis, administrator – City of Middleton

Jerry Derr, president – Dane County Towns


Londa Dewey, market president – US Bank

Jan Eddy, board member – Wisconsin Technology


Charlie Hoslet, director – UW Office of Corporate


Tera Johnson, owner – Business Innovation


Anne Katz, executive director – Arts Wisconsin

Elizabeth Kluesner, director of policy innovation &

programming – Dane County Executive’s Office

Andy Lewis, community development specialist –


Katherine Naherny, community

development specialist – City of Madison

Dan Ramsey, director of marketing – Welton


Jim Ring, president & CEO – Park Towne

Management, Inc.

David Stein, regional president – Associated


Dan Viste, owner – The Old Feed Mill

Jim Welsh, executive director – Natural

Heritage Land Trust

Bill White, office managing partner –

Michael Best & Friedrich

Phyllis Wilhelm, director of economic

development – Madison Gas and Electric


Michael Zimmerman, economic

development coordinator – City of


Intergovernmental Cooperation

Chair: Kristine Euclide, vice president &

general counsel – Madison Gas and

Electric Company

Co-staff leads: Marge Anderson, associate

director – Energy Center of WI and Steve

Hiniker, executive director – 1000 Friends

of WI

Continued on page 14




Connie Anderson, partner - Anderson & Kent

George Austin, president - Overture Foundation

Carol Biendseil, executive vice president –

Greenway Properties

LaMarr Billups, special assistant to the

Chancellor – UW-Madison

Arlen Christensen, professor (retired) – UW

Law School

Ken Dahl, village president – Village of Cottage


Bill Dalrymple, board of directors (secretary) –

Fitchburg Chamber of Commerce

Gary Green, Co-Director Center for

Community & Economic Development –


Alice Hensen, board of directors – Bank of Sun


Elizabeth Kluesner, director, policy innovation

& programming improvement – Dane County

Mario Mendoza, assistant to the mayor – City of


Peter Muñoz, executive director – Centro

Hispano of Dane County

Dave Phillips, executive director – Verona Area

Chamber of Commerce

Jim Ripp, town board chair – Town of


Ross Scovotti, Economic Development

Committee member – City of Stoughton

Dick Wagner, former County Board member –

Dane County

Tom Wilson, town attorney/administrator/clerktreasurer

– Town of Windsor

Thank you to all of these wonderful

community leaders for their time and dedication

to driving the Collaboration Council effort


For more information, contact Rafael

Carbonell, Collaboration Council staff,

443-1955 or rcarbonell@greatermadison

chamber.com. ◆





The GMCC has been hard at work

opposing the proposed mandatory sick leave

ordinance the Madison Common Council is

currently considering. The ordinance, which

would require Madison employers to provide

up to nine days of paid sick leave to employees

working at least 12 hours per week, is getting a

lot of attention and public awareness is

building. There will likely be a very close vote

when it returns the council floor. Anything

you can do to help will make a difference.

It’s clear that this issue will have a large impact

on businesses in Madison. We’ve heard from

many members that the proposed ordinance is

likely to hurt both employees and employers.

You’ve told us that businesses rely on the

stability of the environment in which they

operate, and the potential consequences of this

added regulation has led many members to

action. Volunteers have been organized and

have begun to educate area businesses, write

letters, contact their alders, and help formulate

a cohesive and unified message about the

potential consequences of this proposed

ordinance on employers, employees, and the

greater Madison community.

We need your support as this issue begins to

heat up this month. It’s imperative that we

have a large turnout at the public hearings

sponsored by the Economic Development

Commission. The first hearing is scheduled for

Tuesday, 5 p.m., January 17 at Olbrich

Gardens, so mark your calendars. Your support

and attendance at this meeting is critical. We

strongly urge you to attend and to share your

concerns about the potential impacts of the

proposed ordinance. Look for e-mail updates

from the GMCC with more details.

Below, please find a list of things you can

help with:

• Attend public hearings

• Write “letters to the editor”

• Contact the alderperson in the district

where you live or work

• Educate other area businesses about the

ordinance and its potential impacts

If you have additional questions or are

willing to get involved, please contact Katy

Skarlatos, public policy coordinator, at

kskarlatos@greatermadisonchamber.com or

608-443-1949. With your help, we will

continue to advocate on behalf of the business

community and make sure the voice of

business is heard and considered. ◆



AIDS Network, Inc.

Suzanne Gillingham

600 Williamson St., 53703

608-252-6540 / Fax: 608-252-6559



Non-Profit Health Organizations

The Ale Asylum

Bandit Lakewood

3698 Kinsman Boulevard, 53704




Alta Vista Promotions/

Open Software Solutions

Jaxon Lee

419 W South St.

Oconomowoc WI 53066




Promotional Products


Joe Holt

11270 W Park Place, Suite 260

Milwaukee WI 53224

414-359-9098 / Fax: 414-359-9128

jholt@auxiant.com www.auxiant.com

Employer/Employee Fringe Benefits

Best Buy

Jeffrey Burns

2452 E Springs Dr., 53704

608-242-0701 / Fax: 608-237-1042



Electronics - Retail

Building Wisconsin, Inc.

Dan Guerra Jr.

5325 Wall St., Suite 2455, 53718

608-249-3443 / Fax: 608-241-6123



Non-Profit Organizations

Capitol Centre Foods

John Leemkuil

111 N Broom St., 53703

608-255-2616 / Fax: 608-255-4127



Groceries & Meats - Retail

Century Tel

Tim Murphy

637 E. Washington Ave., 53703-2971

608-229-7834 / Fax: 608-251-9556




Ceres Stone LLC

Abram Nelson

14 Wood Circle, 53705

608-233-1030 / Fax: 608-237-2149



Real Estate - Consultants

Cha Cha

Shelly Mazzone

121 E Mifflin St., 53703


Beauty Salons

We are happy to list contact information for new members of the Greater Madison Chamber of Commerce,

and we encourage members to do business with each other. The new members are in alphabetical order, with

their business category listed last. Unless noted, all addresses are in Madison. Members are also listed on our

Web site under “Member Directory.”

Child Development Incorporated

Steve Lien

2012 Fisher St., 53713

608-251-3366 / Fax: 608-251-5506



Child Care Centers

Dane County Buy Local Initiative

c/o WiscPSA

Josie Pradella

PO Box 14024, 53708-0024




Associations - Business/Trade/


Domino’s Pizza

Jeff Gresley

703 S Gammon Road, 53719

608-276-7676 / Fax: 414-443-6465




Eddie Z’s Blinds & Draperies

Tony Corona

4610 E. Washington Ave., 53704

608-249-7000 / Fax: 608-249-6300



Home Decor - Retail

Epoch Vintage Clothing

Jennifer Holien-Brewster

534 W Washington Ave., 53703



Clothing - Retail

Glacier Hills Apartments

Tyler Groover

1202 McKenna Boulevard, #213, 53719

608-270-9100 / Fax: 608-270-9136



Marcia Hansen Photographic Company

Marcia Hansen

3461 Wayne St., 53714




Photographers - Commercial

Chris Hinrichs & Associates

Chris Hinrichs

703 Moygara Road, 53716




Training & Development Consultants

iCRE8 inc.

Leon Lodermeier

1360 Regent St., #178, 53715


i@icre8.com www.iCRE8.com

Internet - Web Design & Development

Joey’s Seafood and Grill

Keith Stoesz

6602 Mineral Point Road, 53705

608-829-0093 / Fax: 608-829-0669




Kensington Construction

Timothy Gehin

132 Kensington Dr., 53704

608-244-6356 / Fax: 608-244-3149


Contractors – General

Madison Tanning Company

Dale Suslick

1408 Nishishin Trail

Monona, WI 53716

608-249-5781 / Fax: 608-442-6459



Tanning Salons

Mahaffey Benefits Consultants, Inc.

Cathy Mahaffey

8010 Excelsior Dr. #200, 53717

608-848-7212 / Fax: 608-848-7213

cathy@mbcinc.net www.mbcinc.net

Insurance Counselors

MCL Financial Group, Inc.

Dirk Todd

6417 Odana Road, 53719

608-442-5636 / Fax: 608-273-3559



Real Estate – Investments

The Old Fashioned

Marcia O’Halloran

23 N Pinckney Street, 53703

608-310-4545 / Fax: 608-310-4522




Oxford Global Resources, Inc.

Chris Freeman

202 Moravian Valley Road

Suite C-E

Waunakee WI 53597

800-778-0900 / Fax: 978-236-1077



Consultants - Information


Replay Photos

Kevin Stemke

3219 Stoneybrook Dr.

Durham NC 27705

920-265-1818 / Fax: 919-382-8562



Photo Finishing - Retail

RTI Donor Services,

Allograft Resources Division

Paula Symons

6502 Odana Road, 53719

608-231-9050 / Fax: 608-231-9776



Non-Profit Health Organizations

SAIL–Support for Active

Independent Lives

Ann Albert

4639 Hammersley Road, 53711

608-276-1560 / Fax: 608-271-8945



Senior Services & Housing

Schwoegler Park Towne Lane

Dan Schwoegler

444 Grand Canyon Dr., 53719

608-833-7272 / Fax: 608-833-8650





Brenda Toler

4401-B Femrite Dr., 53716

608-223-1977 / Fax: 608-223-1939




Thin and Healthy Weight

Management - WEST

Linda S. Jackson

6115 Odana Road, 53719

608-274-8446 / Fax: 608-274-3352



Health & Wellness Services

Transform Technologies

Bret Gundlach

3591 Anderson St., Suite 210, 53704

608-310-9536 / Fax: 608-310-9537



Consultants – Information Technology





The Greater Madison Convention & Visitors

Bureau is pleased to welcome these great

conventions, tradeshows and events to the

Madison area in December. [EA = Expected


January 6-8 L & L Exhibition Management

Home Expo, Monona Terrace ® ,

EA: 5,000

January 8-10 Market Square Midwest Gift

Show, Exhibition Hall, Alliant

Energy Center, EA: 10,000

January 13-16 Capitol Square Sprints, Capitol

Square, EA: 5,000

January 14-15 Wedding Planner and Guide

Bridal Show, Exhibition Hall,

Alliant Energy Center, EA:


January 17-19 Annual WI Fertilizer and

Chemical Assn. Convention &

Trade Show, Exhibition Hall,

Alliant Energy Center, EA:


January 17 Gibbs & Soell Training,

Marriott Madison West, EA: 300

January 20-22 Madison Auto Show, Exhibition

Hall, Alliant Energy Center, EA:


January 25-26 WI Assn. of Health

Underwriters, Monona Terrace ® ,

EA: 180

January 27-29 Madison Boat & Water Sports

Show, Exhibition Hall, Alliant

Energy Center, EA: 8,000

Jan. 30–Feb. 1 Center on Education & Work

Career Conference, Marriott

Madison West, EA: 1,300



Wed., January 4 – 12@12 Noon – 1 p.m.

Location: GMCC board room

Topic: “Generating a Referral-based Business”

Facilitator: Matt Anderson of The Referral Authority

Lunch Sponsor: Two Men and a Truck

Underwriter: Wipfli, LLP

Contact: Connie Shomberg at 443-1953 or cshomberg@greatermadisonchamber.com

Wed., January 11 – Chamber Café 7:30 – 9 a.m.

Location/Host: Orange Shoe Gym, 6220 Nesbitt Road – Madison

Topic: Identity Theft

Speaker: Jeffrey Petit of Liberty Mutual

Contact: Sarah Breckenridge at 443-1954 or sbreckenridge@greatermadisonchamber.com


Wed., February 1 – 12@12 Noon – 1 p.m.

Location: GMCC board room

Topic: “Issues Affecting the Family-Owned Business”

Facilitator: Ann Kinkade, UW-Madison Family Business Center

Lunch Sponsor: Two Men and a Truck

Underwriter: Wipfli, LLP

Contact: Connie Shomberg at 443-1953 or cshomberg@greatermadisonchamber.com

Thurs., February 2 – Business Card Exchange 4:30 – 6:30 p.m.

Location/Host: Essen Haus, 514 E. Wilson Street – Madison

Contact: Sarah Breckenridge at 443-1954 or sbreckenridge@greatermadisonchamber.com

Thur., February 9 – Durrant – open house / grand opening

5 – 8 p.m.

Location: 4600 American Parkway, Suite 300 – Madison

Contact: Fred Trumm (Durrant) at 241-3340 or ftrumm@durrant.com or Wayne Glowac

(Glowac+Harris) at 232-9696, ext.11, or wayneg@glowacharris.com

Tues., February 14 – New Member Orientation 7:30 – 9 a.m.

Location/Host: Cartridge World at Frida Mexican Grill, 117 State Street – Madison

Contact: Sarah Breckenridge at 443-1954 or sbreckenridge@greatermadisonchamber.com

Thurs., February 16 – Mardi Gras Business Expo 2 – 6 p.m.

Location: Marriott Madison West, 1313 John Q. Hammons Drive – Middleton

Sponsors: AAA Group Services, Associated Bank, AV of Madison, Capital Newspapers,

Dane County Job Center, Fastsigns, It’s Your Party, Karl’s Party Rental, MG&E, Marriott

Madison West, Mid-West Family Broadcasting

Contact: Sarah Breckenridge at 443-1954 or sbreckenridge@greatermadisonchamber.com








Madison, WI

Permit #635


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