IGS Proposal Industrial Bank Volume 2: Corporate Experience
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OCIAL<br />
EDIA<br />
TRATEGY<br />
<strong>Volume</strong> 2: <strong>Corporate</strong> <strong>Experience</strong>
Table of Contents<br />
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . 1<br />
About Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2<br />
The <strong>IGS</strong> Story . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2<br />
Your Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4<br />
Towan Isom – Project Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4<br />
Taren Henry – Social Media Specialist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7<br />
Mac Johnson – Multimedia Specialist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10<br />
Kassidie Joerg – Associate Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12<br />
Adrienne Hackney – Creative Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15<br />
Morgan Crooks – Mid-Level Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17<br />
Carolyn Rennie – Strategic Marketing Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19<br />
Past Performance . . . . . . . . . . . . . . . . . . . . . . . . . . 21<br />
Creative Services for <strong>Industrial</strong> <strong>Bank</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21<br />
Event Planning and Marketing Services for Comcast XFINITY . . . . . . . . . . . . . . . . . . . . . . 23<br />
Social Media Development for the Minority Business Development Agency . . . . . . . . . . . . . . . 25<br />
Strategic Communications for Court Services and Offender Supervision Agency (CSOSA) . . . . . . . . 28<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response.
Executive Summary<br />
For more than 20 years, Isom Global Strategies (<strong>IGS</strong>) has been a trusted strategic communicator and<br />
continues to thrive as an award winning Washington, D.C. based, woman- and minority-owned small<br />
business. <strong>IGS</strong> conducts savvy business practices, produces quality deliverables, and is comprised of<br />
a diverse team that has the strategic marketing skills, experience, and leadership needed to revamp<br />
and execute <strong>Industrial</strong> <strong>Bank</strong>’s digital marketing and communication initiatives. Over the course of<br />
12-months, <strong>IGS</strong> will positively impact <strong>Industrial</strong> <strong>Bank</strong>’s digital and media presence amongst diverse<br />
Millennial groups and small businesses by using proven and customized techniques and leveraging<br />
our network of over 30,000 small businesses and Millennials.<br />
As a minority-owned small business, <strong>IGS</strong> also has insight into the financial literacy information<br />
required to achieve progressive business growth. Our CEO, Towan Isom, is a Goldman Sachs<br />
graduate and often lectures on the challenges that face small and minority businesses in regards<br />
to access to capital. She is also a frequent university speaker and is known within the region a<br />
Millennial thought leader and as the author of the Managing Millennials Toolkit. This intimate<br />
understanding of small business coupled with our Millennial expertise allows <strong>IGS</strong> to serve as a<br />
target audience subject matter expert (SME) for <strong>Industrial</strong> <strong>Bank</strong>.<br />
The leadership and management team proposed for this project, including Ms. Isom, has over<br />
60 years of combined communication, marketing, and project management experience and will<br />
ensure that all project milestones are met. <strong>IGS</strong> will maintain a proactive stance throughout the<br />
planning and execution of the project and will be available 24/7 to assist <strong>Industrial</strong> <strong>Bank</strong>.<br />
<strong>IGS</strong> and <strong>Industrial</strong> <strong>Bank</strong> share a common interest in being committed to creating new ventures and<br />
opportunities for small businesses in the Washington, D.C., area and beyond. We applaud <strong>Industrial</strong><br />
<strong>Bank</strong> for launching the Small Business Grant Initiatives in recent years, and <strong>IGS</strong> is passionate about<br />
seeing that <strong>Industrial</strong> <strong>Bank</strong> achieves even greater success as the only African American owned-bank<br />
in the region. <strong>IGS</strong> hopes to share these successes by maximizing and shaping <strong>Industrial</strong> <strong>Bank</strong>’s online<br />
and media presence.<br />
Our approach will focus on exposing the personalized, authentic, and successful services <strong>Industrial</strong><br />
<strong>Bank</strong> provides its customers and community. Building off of the existing “Our Next Big Moment”<br />
campaign, <strong>IGS</strong> will convey the importance and impact of <strong>Industrial</strong> <strong>Bank</strong> for it’s clients, community,<br />
and stakeholders. To do this we will implement a solid content strategy and an agile social media<br />
and media engagement plan. All efforts will be interactive and result in a user driven experience -<br />
specifically through social media and community engagement events.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 1
As a result, <strong>Industrial</strong> <strong>Bank</strong> will be established as a premier community bank and go-to financial<br />
literacy thought leader in the metropolitan, Washington, D.C. area. We will do this through the<br />
development of original and targeted social and digital content including: webinars, polls, live<br />
streaming, social media campaigns, promotional videos, media pitching, experiential marketing,<br />
and community outreach. In doing so, <strong>IGS</strong> is confident that we will be able to meet the goals and<br />
objectives proposed herein.<br />
About Us<br />
At <strong>IGS</strong>, we have a proven track record for our attention to<br />
detail, being extremely easy to work with, and quick turnarounds.<br />
Our motto is Innovation, Service, and Excellence.<br />
Working with both public and private sector clients, we<br />
know these three values are essential for high-quality<br />
products and marketing strategy.<br />
Headquartered conveniently in downtown Washington, D.C.,<br />
we are proud to showcase our demonstrated track record<br />
of creating and implementing communication initiatives for<br />
commercial, federal, state, and local government entities. Our<br />
flexibility to navigate both the government and commercial<br />
markets coupled with our pulse on recent trends and DC<br />
culture, will prove to be an asset in growing <strong>Industrial</strong> <strong>Bank</strong>’s<br />
digital and media presence amongst Millennials, entrepreneurs,<br />
and business owners.<br />
Our ability to provide our clients with innovative communication<br />
materials is largely due to our dynamic team<br />
and management. We bring keen insight and offer the<br />
following differentiators:<br />
► <strong>IGS</strong> president and CEO is a graduate of the Goldman<br />
Sachs Small Business Program and has access<br />
to a network of over 10,000 business owners.<br />
► Direct relationship with business industry. Network<br />
of 18, 756 business owners with thought leadership<br />
expertise in entrepreneurship and finance.<br />
The <strong>IGS</strong> Story<br />
<strong>IGS</strong> President and CEO, Towan<br />
Isom, is the perfect example of<br />
a small-business success story<br />
which unfolded right here in<br />
the heart of the nation’s capital.<br />
Founded in 1996, the <strong>IGS</strong> dream<br />
started in the basement of<br />
Towan’s Washington, DC, townhome,<br />
only blocks away from RFK<br />
Stadium. A natural entrepreneur<br />
with a passion for communication,<br />
a zest for life, and fashion to<br />
boot, Towan worked tirelessly to<br />
grow the <strong>IGS</strong> brand, using many<br />
of the financial resources provided<br />
by <strong>Industrial</strong> <strong>Bank</strong> today. Nineteen<br />
years later, <strong>IGS</strong> is 20 employees<br />
strong and possesses a dynamic<br />
portfolio of clients, including<br />
<strong>Industrial</strong> <strong>Bank</strong>, Comcast<br />
XFINITY, The Minority Business<br />
Development Agency (MBDA)<br />
and Court Services and Offender<br />
Supervision Agency for the<br />
District of Columbia (CSOSA).<br />
Since its humble beginnings, <strong>IGS</strong><br />
has cultivated a recognized and<br />
esteemed reputation for itself in<br />
the Washington, DC, metropolitan<br />
area – a small business that<br />
delivers large results.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 2
► 2015 Public Relations Society of America Award of Excellence.<br />
► 2015 Thoth Public Relations Award.<br />
► Two time Inc. 5000 fastest growing, privately held company 2014, #871 and 2015, #643.<br />
► A certified SHRM Preferred Provider through 2018.<br />
► In-house creative design and social media team with over 10 years of combined experience<br />
providing needle moving results for clients.<br />
► Multicultural experience and staff with the ability to speak multiple languages.<br />
► Adept business management professionals and in-house Certified Public Accountant servicing<br />
the contract.<br />
► Skill set redundancy to ensure staff availability at all times without duplicate effort/cost.<br />
► Stringent budgetary controls and quality assurance/performance measures.<br />
► Cost-effective project management, planning, and implementation.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 3
Your Team<br />
Towan Isom Project Director<br />
Dynamic leader providing over 18 years of ground-breaking, executive leadership in project implementation<br />
and management with primary expertise in marketing and communications and<br />
creative services.<br />
Summary of Qualifications<br />
► Over 18 years of experience in development and oversight for communication efforts for military,<br />
health, and international sectors.<br />
► Proven results in targeted and culturally sensitive campaigns designed to create attitudinal<br />
and behavioral change for minorities and millennials.<br />
► Regularly invited speaker and nationally recognized empowerment professional on entrepreneurship,<br />
organizational development, and leadership for millennials.<br />
► Created new partnerships with Fleishman-Hillard, Qorvis, Arch Systems, AHP, New Horizons, Creative<br />
Business Solutions, and Bizzell Group to expand <strong>IGS</strong>’ capabilities and be more competitive.<br />
► Pioneer in the development of marketing plans, communication messaging, and strategy development<br />
for over 20 national, federal, and commercial firms.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
03/2000–Present<br />
CEO/President/Founder<br />
Management and Leadership<br />
► Responsible for leading 8 senior and mid-level managers in professional growth by developing<br />
client job descriptions, development plans, performance benchmarks, and milestones,<br />
and conducting personnel evaluations.<br />
► Spearheads <strong>IGS</strong> Annual Meeting, including program design, speaker selections, location,<br />
goals, awards, working groups, and team-building activities.<br />
► LeadWith 8 <strong>IGS</strong> senior and mid-level managers, leads monthly manager meetings which provide<br />
direction to <strong>IGS</strong> team leads on industry and political implications for individual projects<br />
and contracts.<br />
► Works with HR manager to recruit “best and brightest” in <strong>IGS</strong>’ core areas.<br />
<strong>Corporate</strong> Strategy, Development, and Implementation<br />
► Sets strategic vision and revenue goals; establishes implementation plan at manager level to<br />
execute among junior staff; presents annual objectives at Annual Meeting.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 4
► Works with COO to outline monthly fiscal goals, including lowering expenses, moving employees<br />
from overhead to direct-bill projects, decreasing overhead expenditures.<br />
► Establishes company profile/brand through interviews, public appearances, speaking engagements.<br />
Business Development<br />
► Has increased overall business revenue by 10%/year by establishing strategic partnerships,<br />
expanding business opportunities, and adding new contracting vehicles (e.g., BPA, IDIQ, GSA<br />
Schedule 541, MOBIS).<br />
► expanded business into scientific research, military public relations, creative services, and video<br />
production through outreach efforts, networking, and innate knowledge, resulting in $2<br />
million sales increase, 2012–2013.<br />
► Identifies new large- and small-business partners (e.g., Service-Disabled Veterans, HUBZones,<br />
8A firms) to reach business revenue goals.<br />
► Conducts capture management for new opportunities: gathers business intelligence, partners<br />
with incumbents, develops <strong>IGS</strong> branding materials, serves as program lead for <strong>IGS</strong> Annual Mixer.<br />
Project Director<br />
► Supervises first-year contracts; conducts monthly and quarterly check-ins with client and being<br />
available 24/7 to respond to client concerns.<br />
► Leads weekly “Deep Dive” meetings with <strong>IGS</strong> contract team leads, discussing “Thorns & Roses,”<br />
new opportunities, personnel changes, upcoming events.<br />
Marketing and Public Relations Oversight<br />
► Gives final approval on all client marketing, PR, and advertising campaigns, ensuring <strong>IGS</strong> quality<br />
and “gold standard” before forwarding deliverable to client.<br />
► Provides comments/feedback to all marketing and communications employees, including to<br />
team on how to improve work product and making employee and project recommendations.<br />
Organizational Development<br />
► Ultimate lead for 25-employee staff and 10 part-time permanent consultants; establishes organizational<br />
opportunities to increase employee professional development through workshops,<br />
employee incentives/commissions, referral fees.<br />
Public Broadcasting Service (PBS), Arlington, VA 01/1999–02/2000<br />
Associate Marketing Director<br />
► Developed media materials (e.g., talking points, press releases, presentations, electronic press<br />
kits [EPKs]) for kids’ programming and underwriting.<br />
► Conducted research on competitors; developed sales and marketing strategies for PBS account<br />
managers.<br />
► Identified and managed press campaigns from concept to completion.<br />
► Managed creative design process of marketing materials from concept to fulfillment.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 5
Black Entertainment Television (BET) Holdings, Inc., Washington, DC 12/1996–01/1999<br />
Senior Marketing Manager<br />
► Ensured that unique characteristics, experiences, norms, values, behaviors, and beliefs of targeted<br />
predominately African American audience, as well as relevant historical, environmental,<br />
and social forces, were considered in development/execution of creative advertising.<br />
► Analyzed Nielsen ratings and developed marketing campaigns to increase ratings of low-rated<br />
programs.<br />
► Analyzed quarterly performance of in-field event-marketing programs.<br />
► Developed in-store promotion campaigns for BET national retail partners.<br />
► Developed cross-promotion ops for potential partners to increase BET awareness.<br />
► Developed tactical marketing plan for external promotion agencies.<br />
► Set sponsorship objectives, analyzed events, made recommendations to sever or continue<br />
sponsorship for next fiscal year.<br />
BET Holdings, Inc., Washington, DC 06/1992–12/2006<br />
Marketing Manager<br />
► Collaborated with top 25 MSOs to create national affiliate marketing events.<br />
► Developed/implemented publicity campaigns for on-location programming events.<br />
► Managed tradeshow promotions for BET and BET On Jazz.<br />
► Monitored on-air campaigns and developed campaigns to increase ratings.<br />
► Secured media contacts and media placement on TV/web/radio and in print for national and<br />
local promotions.<br />
Education<br />
► Certified Graduate, e-Commerce Program, University of Virginia, Charlottesville, VA<br />
► Bachelor of Science, Marketing, Bowie State University, Bowie, MD<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 6
Taren Henry Social Media Specialist<br />
A highly motivated, budding communication specialist, with five years of public relations, event<br />
planning, and marketing experience.<br />
Summary of Qualifications<br />
► Strategically creates and implements digital marketing campaigns that have resulted in successful<br />
organizational rebranding, increased sales, and boosted client awareness.<br />
► Develops and implements social media campaigns for Fortune 500, small business, and<br />
federal clients.<br />
► Demonstrates highly proficient knowledge of current social media trends effective amongst<br />
Millennial consumers, and provides strategic recommendations.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
Account Coordinator/Assistant Account Executive<br />
► Recently Promoted to an Assistant Account Executive<br />
01/2016–Present<br />
► Oversees client projects, relationships, invoicing, and redesign of web, print, digital, social<br />
media, multimedia, and public relations collateral.<br />
► Successfully strategized and implemented an influencer marketing campaign in the Washington,<br />
DC Metropolitan area for Comcast, resulting in a total digital reach of over 1 million followers.<br />
► Responsible for coordinating marketing efforts for <strong>IGS</strong>’ Millennials Toolkit, including overseeing the<br />
production of podcasts, creative collateral, a college tour, and creation of a communication strategy.<br />
► Supports internal new business efforts by coordinating the development of new business<br />
proposals, pitch presentations, internal <strong>IGS</strong> marketing collateral, and the ongoing maintenance<br />
of <strong>IGS</strong>’ internal proposal database. Secured Comcast as a new client.<br />
► Tracks media and PR metrics and conducts research to support PR planning.<br />
► Executes plans for <strong>IGS</strong> and client events, including program development, sponsorship management,<br />
registration management, speaker and VIP management, web and graphic design,<br />
event marketing, ongoing reporting, exhibitor and vendor management, pre-event AV setup,<br />
and onsite and event staff management.<br />
► Assists <strong>IGS</strong> leadership with coordinating and refining day-to-day administrative tasks, coordinating<br />
vendors and supplies, creating standard operating procedures, identifying innovative<br />
software to streamline and expand <strong>IGS</strong> service capabilities, managing interns, and training<br />
new staff members.<br />
Isom Global Strategies, LLC, Washington, DC 05/2014–12/2015<br />
Associate<br />
► Supported <strong>IGS</strong> conference team by overseeing speaker, VIP, exhibitor, vendor, and registration<br />
logistics and ongoing reporting.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 7
► Implemented marketing and public relations strategies to leverage exhibitor and sponsorship<br />
involvement in client events.<br />
► Coordinated effective and strategic email blasts that highlighted and increased attendee participation<br />
at client events.<br />
► Worked with clients and creative team to develop online and print deliverables.<br />
► Assisted the <strong>IGS</strong> communication team with new business proposals, the <strong>IGS</strong> proposal database,<br />
and social media efforts.<br />
The Motion Picture Association of America, Washington, DC 01/2014–05/2014<br />
Communications Intern<br />
► Garnered a thorough understanding of pitching, branding, crisis communication, corporate<br />
communication plans, and launching websites through daily market research and organizational<br />
tasks used by the communication staff for communication campaigns and press outreach.<br />
► Helped the event coordinator plan and implement events, conduct research, make and send<br />
invitations, troubleshoot upcoming events, and compile attendee lists for special events,<br />
movie screenings, receptions, a South By Southwest music and film festival lounge, and the<br />
2014 Creativity Conference, which featured Vice President Joe Biden as the keynote speaker.<br />
► Wrote two blogs and daily tweets covering MPAA events and updates in the film industry,<br />
edited communication materials, and reviewed daily media clips.<br />
Allied Integrated Marketing, Washington, DC 5/2013–01/2014<br />
Studio Intern, Warner Bros. Pictures<br />
► Compiled extensive contact lists of local businesses, press resources, local talent, and an array<br />
of target demographic organizations in order to implement grassroots promotional efforts by<br />
Warner Bros. Pictures for upcoming blockbusters.<br />
► Collaborated with social media partners and local businesses such as restaurants and colleges<br />
to conduct online ticket giveaways, raffles, promotional events, and themed nights for upcoming<br />
Warner Bros. Pictures blockbusters.<br />
► Assisted publicists with local red carpet events and talent tours for upcoming blockbusters.<br />
George Mason University, Fairfax, VA 05/2013–05/2014<br />
President of Patriot Activities Council (PAC)<br />
► Oversaw nine executive board members and managed an annual budget of $225,000+ used<br />
for planning and collaborating on 50+ events, including speakers, concerts, fashion shows,<br />
comedy shows, and major carnivals.<br />
► Took the lead on the annual HIV AIDS Fashion Show, which had a budget of $10,000, consisted<br />
of over 700 attendees, and was live-streamed by Mason’s Cable Network online and on TV.<br />
► Pitched and communicated event proposals and promotional efforts to the university’s professional<br />
staff, stakeholders, university departments, and local community members.<br />
► Efficiently created and delineated tasks and timelines to the executive board and 30+ committee<br />
members.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 8
George Mason University, Fairfax, VA 05/2012–05/2013<br />
Lead Public Relations Director of Patriot Activities Council (PAC)<br />
► Rebranded the organization in the middle of a school year using primarily social media and promotional<br />
events, resulting in 1000+ Facebook likes and 580 Twitter followers in only four months.<br />
► Built and fostered relationships with the student media, student radio, student body, university<br />
departments, student organizations, and surrounding communities and businesses using<br />
MailChimp and Constant Contact.<br />
Education<br />
► Bachelor of Arts, Communication, George Mason University, Fairfax, VA<br />
Awards<br />
► 2016 Service of Excellence Award, Isom Global Strategies, Washington, DC<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 9
Mac Johnson Multimedia Specialist<br />
A creative and highly skilled graphic artist with a decade of experience in print and digital design,<br />
as well as in film production.<br />
Summary of Qualifications<br />
► Highly proficient in Adobe Photoshop, InDesign, Illustrator, and Microsoft Office.<br />
► Strong familiarity with Adobe Premiere, After Effects, Dreamweaver, and Apple Final Cut Pro.<br />
► <strong>Experience</strong>d in video and visual content creation formatted for social media platforms.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
Graphic & Web Designer<br />
11/2012–Present<br />
► Responsible for the graphic quality of printed, electronic, and digital communications, including<br />
proposals, PowerPoint presentations (both internal and external), interview support materials<br />
such as display boards and project cut sheets, process and organizational team charts,<br />
awards submittals, and advertisements.<br />
► Print responsibilities include logo development, signage design and production (printing/<br />
mounting), brochures and booklet layout, wall graphic design and installation, document<br />
template creation (PowerPoint, Publisher, etc.), and senior leadership challenge coin design.<br />
► Collaborates with marketing staff and key project personnel in the development of technical<br />
graphics and collateral pieces, ensuring that information is communicated clearly, accurately, in a<br />
visually appealing manner, and in alignment with firm’s overall brand and messaging guidelines.<br />
► Provides graphic and logistical support for events such as outreach activities, employee<br />
events, contribution campaigns, and a number of internal programs (e.g., annual meeting,<br />
stakeholder meeting).<br />
► Scans and color-corrects artwork and photographs.<br />
► Organizes and maintains all electronic image and graphic files for ease of use, transmittal, and<br />
production.<br />
► Provides graphic design concepts, color theory, original design, illustration, layout, and graphic<br />
formats for over 20 <strong>IGS</strong> proposals.<br />
Fairfax County Public Library, Fairfax, VA 07/2012–11/2012<br />
Graphic Designer<br />
► Designer of marketing and informational materials for the Fairfax County Public Library system’s<br />
23 regional and community branches.<br />
► Scope of work included event marketing and signage, web advertisements, video editing,<br />
and a 12-page monthly events calendar.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 10
► Extensive creation of large-format poster and display materials, including manual graphics<br />
support (matting, mounting, and trimming).<br />
Kettler Capitals Iceplex, Arlington, VA 02/2012–07/2012<br />
Graphic Designer, Manager<br />
► Designed merchandise for the Washington Capitals NHL Team Store.<br />
► Rebranded KCI programs, including logos and collateral for the Little Caps tier one hockey<br />
program.<br />
► Provided facility management, customer relations, Zamboni driving, hockey coaching.<br />
The Perspectives Group, Inc., Annandale, VA 04/2010–01/2012<br />
Senior Graphic Designer<br />
► Provided oversight of design responsibilities for a small firm specializing in graphic design,<br />
video production, facilitation, and public participation.<br />
► Designed newsletters, pamphlets, logos, proposals, multimedia packaging, food packaging,<br />
websites, HTML emails, and video graphics for a diverse pool of clients, including private companies,<br />
NPOs, and government agencies.<br />
Dabora, Inc., Shelbyville, TN 08/2007–10/2009<br />
Graphic Designer<br />
► Designed print and web advertisements appearing in The Walking Horse Report, The Saddle<br />
Horse Report, and Horse World magazine.<br />
► Created logos for horses, stables, and products.<br />
► Made extensive use of Adobe Photoshop, InDesign, and Illustrator in a deadline-oriented<br />
environment.<br />
Freelance, Alexandria, VA 05/2007–11/2012<br />
Graphic Designer<br />
► Independent projects for a variety of clients, including Kettler Capitals Iceplex; the American<br />
Board for Certification in Orthotics, Prosthetics & Pedorthics; Virginia Commonwealth University;<br />
The Harwood Institute; Bedford County Habitat for Humanity; Mustaches for Kids; Great<br />
Strides Therapeutic Riding; and Bedford County Public Schools.<br />
Education<br />
► Bachelor of Science, Media Arts and Design; Public Policy and Administration; Film Studies<br />
Minor, James Madison University, Harrisonburg, VA<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 11
Kassidie Joerg Associate Director<br />
Communications professional providing nearly 10 years of proven success in leading military,<br />
veteran-centric, healthcare, consumer, and corporate public relations campaigns and large-scale<br />
events for multimillion-dollar companies, nonprofit organizations, and government agencies.<br />
Summary of Qualifications<br />
► Respected and results-driven leader with vast expertise in the development and implementation<br />
of integrated campaigns heavily focused on raising consumer awareness.<br />
► Implements crisis communication planning and training for industry and consumer-facing issues.<br />
► Award-winning media relations strategist, experienced in national, regional, local, and trade<br />
outreach.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
Deputy General Manager<br />
08/2014–Present<br />
► Provides strategic counsel to CEO to increase brand awareness through a variety of communication<br />
vehicles, including paid media, earned media opportunities, events and social media.<br />
► Supports government and corporate client base with strategic communications planning,<br />
event development, media relations and campaign execution.<br />
► Manages new business development, overseeing proposal process and leading new business<br />
presentations.<br />
► Works with HR Manager to determine needs and position descriptions, performance evaluations,<br />
hiring and termination.<br />
► Works directly with CEO to manage day-to-day operations in Washington, DC office and staffing<br />
needs on client sites.<br />
► Provides strategic guidance and manages website design projects, social media implementation<br />
and graphic design products for internal and external clients.<br />
► Serves project director for government, non-profit and commercial clients, managing media,<br />
graphics and web activities to support strategic goals of each organization.<br />
► Establishes strategic partnerships with organizations to support business objectives.<br />
► Manage internal and external conflict resolution and crisis communications.<br />
FleishmadHillard, Washington, DC 03/2010–07/2014<br />
Vice President<br />
► Managed military, veteran-centric, healthcare, consumer, and corporate communications accounts,<br />
overseeing budgets ranging from $150K to $1.2M, and 3- to 5-member teams. Directed<br />
media strategy, media relations, crisis communications, corporate positioning, key messaging,<br />
campaign launches, advertising, event planning, and partnership outreach.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 12
► Managed and led client teams, including budget planning, staffing, and execution of events<br />
and initiatives.<br />
► Planned and coordinated team logistics for travel on behalf of clients, including transportation,<br />
onsite meeting needs, and catering.<br />
► Planned and executed events such as C-suite level briefings, press conferences, and roundtable<br />
discussions.<br />
► Managed and oversaw vendor contracts.<br />
► Developed talking points and strategic plans to reach targeted audience through the media<br />
and other outlets.<br />
► Prepared and executed crisis communication plans on behalf of global clients, including template<br />
media materials, potential Q&A, potential timeline of response, key contacts, and potential<br />
key messages and talking points.<br />
► Developed and facilitated media trainings for campaign spokespersons and clients across a<br />
dozen campaigns.<br />
► <strong>Experience</strong>d at incorporating traditional, social, and mobile tactics into media campaigns.<br />
► Served as senior executive over the FleishmanHillard Internship Program, overseeing 10–12<br />
interns per semester.<br />
► Received 2011 FleishmanHillard “Team Player” award.<br />
University of Tennessee Athletic Department, Knoxville, TN 08/2007–03/2010<br />
Assistant Director of Public Relations<br />
Event Planning and Media Strategy Development<br />
► Responsible for planning and executing special events, including facility dedication events,<br />
sports banquets, alumni reunions, and milestone and anniversary celebrations.<br />
► Responsible for vendor negotiation, contracts, and oversight.<br />
► Responsible for event protocol, setup, staffing, and execution.<br />
► Responsible for scripting and run-of-show materials.<br />
► Responsible for planning, managing, and executing the 2008 and 2009 Coca-Cola Big Orange<br />
Caravan events.<br />
► Managed Tennessee Athletics Speaker Service, which included identifying opportunities and<br />
responding to requests from local community groups and working with coaches on scheduling.<br />
► Managed Fan Information Booths on football game days to provide community.<br />
► Managed the Tennessee Times, a quarterly newsletter to more than 15,000 donors.<br />
► Managed content, design, and production timeline of University of Tennessee Athletics<br />
Annual Report.<br />
► Conducted media training sessions for coaches and student-athletes.<br />
► Served as media contact and spokesperson.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 13
► Served as a media escort while reporters were on campus to interview UT Athletics Department<br />
employees.<br />
► Developed talking points and strategic plans to reach targeted audience through media and<br />
other channels.<br />
► Managed intern program, including interviewing, selecting, and mentoring.<br />
United States Army, Arlington, VA 05/2007–07/2007<br />
Broadcast Management Specialist<br />
► Responsible for gathering print and broadcast materials from Army field offices around the globe.<br />
► Managed calendar of events for Army-wide events to obtain materials after completion.<br />
FleishmanHillard, Washington, DC 01/2005–05/2007<br />
Senior Account Executive<br />
► Managed Operation Tribute to Freedom account-specific items for the U.S. Army, a multicultural<br />
outreach, media relations, strategic communications, and event planning program.<br />
► Developed plans and materials, and coordinated national, regional, and local events.<br />
► Generated approximately $90,000 worth of unpaid advertising through print, radio, and<br />
television.<br />
► Supervised and media-trained soldiers to prepare for interviews.<br />
Education<br />
► Bachelor of Arts, Broadcast Journalism, University of Tennessee, Knoxville, TN<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 14
Adrienne Hackney Creative Director<br />
Accomplished and creative Senior Web Programmer, Database Programmer, and Database Manager<br />
with more than 10 years of combined professional and academic experience in web programming<br />
expertise for events and conferences, to provide a compelling, in-depth web presence<br />
to manage, plan, implement, and support the programmatic initiatives.<br />
Summary of Qualifications<br />
► Track record includes engaging proven vision and direction to create compelling graphic design<br />
and technical guidance for public education campaigns targeted to at-risk and underserved<br />
populations.<br />
► <strong>Experience</strong> with promotions and packaging for targeted and culturally sensitive campaigns<br />
designed to create attitudinal and behavioral change.<br />
► Adept with development and production of creative materials, including digital advertising<br />
and product packaging.<br />
► <strong>Experience</strong>d in several design programs and web management tools, such as ExpressionEngine.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
Creative Director<br />
12/2010–Present<br />
► Provides creative direction for designing, developing, and packaging various internal and<br />
external initiatives.<br />
► Designs visual branding solutions for various internal and external initiatives, including illustrations,<br />
brochures, promotional items, PowerPoint presentations, image manipulations, logos,<br />
stationery, marketing and event collateral, trade show displays, proposals, websites, and<br />
email campaigns.<br />
► Researches and advises on third-party software and solutions to meet various deliverable<br />
requirements.<br />
► Manages internal technical and creative assets.<br />
Affinity Creative, Nationwide<br />
Principal/Designer/Front-End Developer<br />
08/2005–Present<br />
► Provides online and offline visual branding solutions for individuals, emerging businesses,<br />
and nonprofit organizations.<br />
► Manages and performs all aspects of design projects from consultation, research, and concept<br />
development, to programming, implementation, and training.<br />
► Develops compelling and user-centric websites with content management systems using<br />
PHP and MySQL database integration.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 15
DRS Signal Solutions, Inc., Gaithersburg, MD 02/2005–05/2007<br />
Marketing Coordinator II<br />
► Supported internal and external marketing requirements for business development, sales,<br />
and human resources.<br />
► Designed and implemented marketing collateral, advertisements, exhibit signage, and multimedia<br />
presentations.<br />
► Established and maintained company web presence that realized results in terms of improved<br />
order processing.<br />
Booz Allen Hamilton, Inc., McLean, VA 06/2003–02/2005<br />
Junior Information Systems Specialist<br />
► Provided program management and marketing communications support to government clients.<br />
► Supported the development of branding strategies, website enhancement plans, briefing<br />
templates, survey instruments, and other outreach and communications vehicles for wireless<br />
initiatives.<br />
Maryland State Treasurer’s Office, Annapolis, MD 02/2003–05/2003<br />
Webmaster Intern<br />
► Worked independently on the design, development, and implementation of the Maryland<br />
State Treasury website.<br />
► Designed, coded, and implemented web structures and graphic identities with a consistent<br />
look and feel, incorporating high standards of usability and quality.<br />
Massachusetts Institute of Technology (MIT)<br />
Lincoln Laboratory, Lexington, MA 06/2002–08/2002<br />
Sensor Exploitation Group Intern<br />
► Worked on a cross-functional team to develop and integrate a radar image intelligence<br />
processing system and user-interface network resource manager.<br />
► Created shell scripts for custom commands and made files for system testing.<br />
Education<br />
► Courses in Graphic Design, Corcoran College of Art + Design<br />
► Web Developer Certificate, Georgetown University, Washington, DC<br />
► Bachelor of Science, Information Science & Systems (Summa cum Laude), Morgan State<br />
University, Baltimore, MD<br />
Research<br />
► U.S. Fulbright Scholar to India: Investigated the imbalance of women in management positions<br />
and their role in contributing to the sustainable development of the IT sector in India.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 16
Morgan Crooks Mid-Level Manager<br />
Dynamic self-starter with expertise in website redesign and research analytics, coupled with<br />
strong communication skills, with experience working for Fortune 500 companies, government<br />
agencies, and nonprofit organizations.<br />
Summary of Qualifications<br />
► Personable and analytic thinker that can synthesize social media analytics to deliver comprehensive<br />
information.<br />
► <strong>Experience</strong>d social media strategist serving federal and commercial clients.<br />
► A strategic marketer that uses analytics to demonstrate the effective implementation of marketing<br />
initiatives.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
05/2016–Present<br />
Account Manager<br />
► Executes baseline assessments including various research tactics to achieve conclusive finding<br />
to assist organization planning.<br />
► Cultivates customer intimacy and manages day-to-day interactions with clients to build rapport.<br />
► Conducts research to understand the client landscape, and creates strategic marketing/communications<br />
plans and action plans, tailored to the needs of the client.<br />
► Oversees and provides career growth plans for direct reports to outline tangible benchmarks<br />
for success.<br />
► Identifies strategic opportunities that align with the suite of <strong>IGS</strong> services.<br />
► Collaborates with the <strong>IGS</strong> team to produce winning proposals, resulting in valuable new business<br />
revenue.<br />
► Determines measurable successes, and provides corresponding metrics, case studies, and debriefs<br />
in an easily interpretable format for the client.<br />
► Generates and maintains project budgets, and operates within 80% of budgeted hours.<br />
► Demonstrates a working knowledge of industry best practices and provides input regarding<br />
client deliverables, including graphics, blogs, social media content, and fact sheets.<br />
Harris Corporation Critical Networks, Herndon, VA 01/2014–05/2016<br />
Business Operations Analyst<br />
► Developed and analyzed the Harris Corporation Critical Networks (CN) membership budget<br />
to ensure the ongoing strategic alignment of the business area needs. As the budget owner,<br />
identified synergies across the four organizational segments to create financial efficiencies.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 17
► Served as the CN co-lead for the enterprise-wide Customer Relationship Management (CRM)<br />
migration, which was imperative to the development of accurate metrics for the CEO and senior<br />
leadership. Engaged in extensive interdepartmental and cross-segment collaboration to<br />
capture and communicate stakeholder requirements.<br />
► Provided trainings for ~400 global CN CRM users. Created eLearning materials for new employees<br />
to streamline and standardize the CRM business development processes.<br />
► Maintained BD SharePoint intranet sites, databases, and processes to ensure timely, relevant,<br />
and quality information.<br />
Boys & Girls Clubs of Greater Washington, Washington, DC 12/201–-03/2013<br />
Marketing & Communications Manager<br />
► Served as the primary media liaison, and maintained relationships with beat reporters, community<br />
members, and other organizational constituents to strengthen the Boys & Girls Clubs<br />
of Greater Washington (BGCGW) brand.<br />
► Developed and wrote material on behalf of the President & CEO to build relationships with<br />
target audiences, with emphasis on the online community.<br />
► Developed and managed social media protocol and procedures to achieve best practices<br />
among 16 regional clubhouses. Maintained and monitored social media platforms, resulting<br />
in a 41% increase in online traffic.<br />
► Functioned as a project manager for the creation and launch of a new organizational website,<br />
consisting of 20 microsites and content systems management trainings.<br />
► Strategized and assisted with implementation of crisis communication.<br />
► Served as a BGCGW spokesperson and hosted signature events with 2,500+ attendees.<br />
Tempo Enterprises, Syracuse, NY 09/2007–05/2010<br />
Communications Associate (Internship)<br />
► Created and maintained media relations outlets to attract and generate new customers,<br />
which increased new business and clients by 18% over a 12-month period.<br />
Noelle-Elaine Media Inc., New York, NY 05/2009–08/2009<br />
Media Relations & Event Planning Associate (Internship)<br />
► Served as the lead intern for the Leon H. Sullivan Foundation Awards at the Kennedy Center<br />
in Washington, DC; booked talent, drafted media release, and collaborated with associates to<br />
create a Public Service Announcement (PSA).<br />
► Created timeline and rundown drafts, and was a part of the onsite production team for the<br />
National Urban League (NUL) Annual Conference, to ensure the smooth execution of events.<br />
Updated social media outlets and conducted daily media monitoring.<br />
Education<br />
► Master of Science, Strategic Public Relations, George Washington University, Washington, DC<br />
► Bachelor of Arts, Communications & English, Syracuse University, Syracuse, NY<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 18
Carolyn Rennie Strategic Marketing Director<br />
Media relations expert with more than 16 years of newsroom production experience working<br />
with local, regional, and national broadcast networks.<br />
Summary of Qualifications<br />
► Extensive media relations insight into securing media coverage for clients, inclusive of the<br />
online blogosphere.<br />
► Executes best practices to engage the media to cover events or to publish articles.<br />
► Outstanding writing skills to compose articles and stories for publication and use in newscasts.<br />
Professional <strong>Experience</strong><br />
Isom Global Strategies, LLC, Washington, DC<br />
Communications Manager<br />
06/2016–Present<br />
► Creates content for press releases, byline articles, keynote presentations, social media, and<br />
communications and PR plans.<br />
► Cultivates and maintains relationships with national media outlets and beat reporters, including<br />
niche media outlets. Conceives and executes media plans for client visibility campaigns.<br />
► Provides advice to clients when reputation management issues arise.<br />
► Makes appropriate recommendations regarding client communication strategy with an expert<br />
level of understanding industry trends affecting clients.<br />
► Develops media relations strategy, seeking high-level placements in print, broadcast, and online<br />
media.<br />
► Establishes strategy for identifying media opportunities, including pitching plans and maintaining<br />
long-term coverage.<br />
► Secures national, regional, and local media stories in online and traditional media publications.<br />
► Designs marketing and communications plans for client projects.<br />
► Tracks media coverage and public relations metrics.<br />
WESH-TV Channel 2, Orlando, FL 06/2009–05/2016<br />
Producer<br />
► Promoted to Producer of WESH 2 News at 6.<br />
► Produced diverse show formats for different time periods.<br />
► Increased ratings of WESH 2 News at 6.<br />
WKMG-TV News 6, Orlando, FL 08/2006–04/2009<br />
Producer<br />
► Created weekend morning news show: two hours on Saturday, four hours on Sunday.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 19
► Developed weekly segment on fitness, the arts, and pets.<br />
► Created graphics for newscast on the Vertigo Suite.<br />
WBBH-TV/WZVN-TV, Fort Myers, FL 09/2003–08/2006<br />
Producer<br />
► Created a 35-minute newscast at 11 p.m.<br />
► Executive producer of a 30-minute special about Hurricane Katrina. Helped develop a plan for<br />
special. Made graphics and credits.<br />
► Produced continuous coverage for Hurricanes Charlie and Wilma. Coordinated live shots, reporters,<br />
and video for air.<br />
WCTV-TV, Tallahassee, FL 12/2000–08/2003<br />
Producer<br />
► Produced the 6 and 11 o’clock newscasts.<br />
► Ran the assignment desk at night.<br />
Education<br />
► Bachelor of Science, Mass Communications, Florida State University, FL<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 20
Past Performance<br />
Creative Services for <strong>Industrial</strong> <strong>Bank</strong><br />
Contract Type: Cost<br />
Client’s Name/Address: <strong>Industrial</strong> <strong>Bank</strong>,<br />
4812 Georgia Avenue, N.W.<br />
Washington, DC 20001<br />
Contract Value: $14,360.29<br />
Dates of Service: March 1, 2016–May 6, 2016<br />
Project Manager: Towan Isom<br />
Mid-Level Manager: Alexandria Crenshaw<br />
Editor: Heidi Mann<br />
Graphic/Web Designer: Adrienne Hackney<br />
DUNS Number: 028461106<br />
Contracting Officer Representative:<br />
Melanee Woodard,<br />
Mwoodard@industrial-bank.com<br />
Synopsis of Work Performed:<br />
<strong>Industrial</strong> <strong>Bank</strong> engaged <strong>IGS</strong> to develop, design and produce its 2015 Annual Report. The bank<br />
chose <strong>IGS</strong> because of our strong background in theme development, creative design, design<br />
layout, organization, project planning, time management, and writing and editing skills. <strong>IGS</strong> is<br />
also proficient in graphics programs such as Quark, InDesign, Photoshop and Illustrator. <strong>IGS</strong> coordinated<br />
many tasks while adhering to tight deadlines. Top services provided included:<br />
1. Planning:<br />
<strong>IGS</strong> developed a creative brief, which included <strong>Industrial</strong> <strong>Bank</strong>’s purpose, goals, target audiences,<br />
needs and interests, desired look and feel for the report, branding considerations, budget, and<br />
distribution plan. The organization and specificity used in the creative brief proved to be key in<br />
streamlining the development process and adhering to the tight timeline. <strong>IGS</strong> worked with the<br />
Contracting Officer Representative (COR) to repurpose existing content and curate additional<br />
content in order to meet the project goals and objectives.<br />
2. Conceptualization:<br />
The <strong>IGS</strong> creative team crafted three design concepts for the front cover, back cover, and interior-spread<br />
design for <strong>Industrial</strong> <strong>Bank</strong> to choose from. Alternative color palettes were also presented<br />
to the COR, along with additional graphic samples. Once a design was chosen and finalized,<br />
<strong>IGS</strong> then requested a formal sign-off in writing on the concept, color palette, and font choice.<br />
This ensured a clear understanding of branding and design expectations moving forward - allowing<br />
us to maximize resources and meet project milestones.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 21
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response.<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response.<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response.<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response.<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 22<br />
3. Editing and Development:<br />
After <strong>IGS</strong> received the final content, the text was reviewed and copyedited by our Senior Writer<br />
and Editor. Final content was laid out upon completion of the report, along with customized<br />
photographs and graphic images. The <strong>IGS</strong> creative team also coordinated a photoshoot in order<br />
to obtain original high-resolution images and completed digital photo editing, color correction,<br />
and formatting for the report. Ongoing weekly check-in meetings were held in order to provide<br />
the COR with project updates and finalize content within 3-rounds of edits (as agreed upon).<br />
4. Completion:<br />
<strong>IGS</strong> worked with our network of local and national print vendors to coordinate the print production<br />
of the Annual Report for the best quality and value for <strong>Industrial</strong> <strong>Bank</strong>. Samples were<br />
retrieved and reviewed by two members of the <strong>IGS</strong> team for a final review before proceeding<br />
with mass production. Final electronic copies of the Annual Report and photos were submitted<br />
to the COR at the conclusion of the project.<br />
Work Samples:<br />
Letter from<br />
Letter from<br />
Letter from<br />
the President<br />
the President<br />
the President<br />
2015<br />
2015<br />
2015 was another ground-breaking year for IBW Financial Corporation<br />
was another ground-breaking year for IBW Financial Corporation<br />
was another ground-breaking year for IBW Financial Corporation<br />
was another ground-breaking year for IBW Financial Corporation<br />
was another ground-breaking year for IBW Financial Corporation<br />
was another ground-breaking year for IBW Financial Corporation<br />
and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>! The winners of the Small Business<br />
and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>! The winners of the Small Business<br />
and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>! The winners of the Small Business<br />
and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>! The winners of the Small Business<br />
and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>! The winners of the Small Business<br />
and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>! The winners of the Small Business<br />
Grant Initiative (SBGI), which was announced the year before at our 80th-<br />
Grant Initiative (SBGI), which was announced the year before at our 80th-<br />
Grant Initiative (SBGI), which was announced the year before at our 80th-<br />
Grant Initiative (SBGI), which was announced the year before at our 80th-<br />
Grant Initiative (SBGI), which was announced the year before at our 80th-<br />
Grant Initiative (SBGI), which was announced the year before at our 80thanniversary<br />
celebration, were chosen and presented in May. The SBGI<br />
anniversary celebration, were chosen and presented in May. The SBGI<br />
anniversary celebration, were chosen and presented in May. The SBGI<br />
anniversary celebration, were chosen and presented in May. The SBGI<br />
anniversary celebration, were chosen and presented in May. The SBGI<br />
anniversary celebration, were chosen and presented in May. The SBGI<br />
was a <strong>Bank</strong>-sponsored competition for small businesses to compete for<br />
was a <strong>Bank</strong>-sponsored competition for small businesses to compete for<br />
was a <strong>Bank</strong>-sponsored competition for small businesses to compete for<br />
was a <strong>Bank</strong>-sponsored competition for small businesses to compete for<br />
was a <strong>Bank</strong>-sponsored competition for small businesses to compete for<br />
was a <strong>Bank</strong>-sponsored competition for small businesses to compete for<br />
$80,000, divided into five separate equity grants. The <strong>Bank</strong> granted money<br />
$80,000, divided into five separate equity grants. The <strong>Bank</strong> granted money<br />
$80,000, divided into five separate equity grants. The <strong>Bank</strong> granted money<br />
$80,000, divided into five separate equity grants. The <strong>Bank</strong> granted money<br />
$80,000, divided into five separate equity grants. The <strong>Bank</strong> granted money<br />
$80,000, divided into five separate equity grants. The <strong>Bank</strong> granted money<br />
to five<br />
to five<br />
to five for-profit<br />
for-profit<br />
for-profit businesses, with the overall winner receiving $20,000;<br />
businesses, with the overall winner receiving $20,000;<br />
businesses, with the overall winner receiving $20,000;<br />
businesses, with the overall winner receiving $20,000;<br />
businesses, with the overall winner receiving $20,000;<br />
businesses, with the overall winner receiving $20,000;<br />
this was a first in the business of banking. This competition targeted forthis<br />
was a first in the business of banking. This competition targeted forthis<br />
was a first in the business of banking. This competition targeted forthis<br />
was a first in the business of banking. This competition targeted forthis<br />
was a first in the business of banking. This competition targeted forthis<br />
was a first in the business of banking. This competition targeted forprofit<br />
small businesses with revenues of less than $1 million due to the<br />
profit small businesses with revenues of less than $1 million due to the<br />
profit small businesses with revenues of less than $1 million due to the<br />
profit small businesses with revenues of less than $1 million due to the<br />
profit small businesses with revenues of less than $1 million due to the<br />
profit small businesses with revenues of less than $1 million due to the<br />
difficulty they experience in locating investment capital. Entrepreneurs<br />
difficulty they experience in locating investment capital. Entrepreneurs<br />
difficulty they experience in locating investment capital. Entrepreneurs<br />
difficulty they experience in locating investment capital. Entrepreneurs<br />
difficulty they experience in locating investment capital. Entrepreneurs<br />
difficulty they experience in locating investment capital. Entrepreneurs<br />
at this level leverage their homes, tap their credits cards, and deplete<br />
at this level leverage their homes, tap their credits cards, and deplete<br />
at this level leverage their homes, tap their credits cards, and deplete<br />
at this level leverage their homes, tap their credits cards, and deplete<br />
at this level leverage their homes, tap their credits cards, and deplete<br />
at this level leverage their homes, tap their credits cards, and deplete<br />
emergency savings accounts in an effort to fulfill their dreams. Many of<br />
emergency savings accounts in an effort to fulfill their dreams. Many of<br />
emergency savings accounts in an effort to fulfill their dreams. Many of<br />
emergency savings accounts in an effort to fulfill their dreams. Many of<br />
emergency savings accounts in an effort to fulfill their dreams. Many of<br />
emergency savings accounts in an effort to fulfill their dreams. Many of<br />
these businesses are only a few dollars away from entering the next phase<br />
these businesses are only a few dollars away from entering the next phase<br />
these businesses are only a few dollars away from entering the next phase<br />
these businesses are only a few dollars away from entering the next phase<br />
these businesses are only a few dollars away from entering the next phase<br />
these businesses are only a few dollars away from entering the next phase<br />
of business growth, but cannot attract investors due to their size. By March,<br />
of business growth, but cannot attract investors due to their size. By March,<br />
of business growth, but cannot attract investors due to their size. By March,<br />
of business growth, but cannot attract investors due to their size. By March,<br />
of business growth, but cannot attract investors due to their size. By March,<br />
of business growth, but cannot attract investors due to their size. By March,<br />
the <strong>Bank</strong> had received 220 applications and business plans from across<br />
the <strong>Bank</strong> had received 220 applications and business plans from across<br />
the <strong>Bank</strong> had received 220 applications and business plans from across<br />
the <strong>Bank</strong> had received 220 applications and business plans from across<br />
the <strong>Bank</strong> had received 220 applications and business plans from across<br />
the <strong>Bank</strong> had received 220 applications and business plans from across<br />
the Washington, D.C. Metropolitan region, and engaged five non-profit<br />
the Washington, D.C. Metropolitan region, and engaged five non-profit<br />
the Washington, D.C. Metropolitan region, and engaged five non-profit<br />
the Washington, D.C. Metropolitan region, and engaged five non-profit<br />
the Washington, D.C. Metropolitan region, and engaged five non-profit<br />
the Washington, D.C. Metropolitan region, and engaged five non-profit<br />
partners to assist in selecting the winners. Our partners assisted us in<br />
partners to assist in selecting the winners. Our partners assisted us in<br />
partners to assist in selecting the winners. Our partners assisted us in<br />
partners to assist in selecting the winners. Our partners assisted us in<br />
partners to assist in selecting the winners. Our partners assisted us in<br />
partners to assist in selecting the winners. Our partners assisted us in<br />
disseminating information about the program and reviewing many of the<br />
disseminating information about the program and reviewing many of the<br />
disseminating information about the program and reviewing many of the<br />
disseminating information about the program and reviewing many of the<br />
disseminating information about the program and reviewing many of the<br />
disseminating information about the program and reviewing many of the<br />
wonderful proposals the <strong>Bank</strong> received. Ten entrepreneurs made a pitch to<br />
wonderful proposals the <strong>Bank</strong> received. Ten entrepreneurs made a pitch to<br />
wonderful proposals the <strong>Bank</strong> received. Ten entrepreneurs made a pitch to<br />
wonderful proposals the <strong>Bank</strong> received. Ten entrepreneurs made a pitch to<br />
wonderful proposals the <strong>Bank</strong> received. Ten entrepreneurs made a pitch to<br />
wonderful proposals the <strong>Bank</strong> received. Ten entrepreneurs made a pitch to<br />
the <strong>Bank</strong> in full Shark Tank manner, purposely designed to sharpen their<br />
the <strong>Bank</strong> in full Shark Tank manner, purposely designed to sharpen their<br />
the <strong>Bank</strong> in full Shark Tank manner, purposely designed to sharpen their<br />
the <strong>Bank</strong> in full Shark Tank manner, purposely designed to sharpen their<br />
the <strong>Bank</strong> in full Shark Tank manner, purposely designed to sharpen their<br />
the <strong>Bank</strong> in full Shark Tank manner, purposely designed to sharpen their<br />
oral-presentation skills in front of interested investors. In May, Radio One,<br />
oral-presentation skills in front of interested investors. In May, Radio One,<br />
oral-presentation skills in front of interested investors. In May, Radio One,<br />
oral-presentation skills in front of interested investors. In May, Radio One,<br />
oral-presentation skills in front of interested investors. In May, Radio One,<br />
oral-presentation skills in front of interested investors. In May, Radio One,<br />
one of our media partners, graciously hosted the announcement program<br />
one of our media partners, graciously hosted the announcement program<br />
one of our media partners, graciously hosted the announcement program<br />
one of our media partners, graciously hosted the announcement program<br />
one of our media partners, graciously hosted the announcement program<br />
one of our media partners, graciously hosted the announcement program<br />
for the winners at their Silver Spring headquarters, where Chairwoman<br />
for the winners at their Silver Spring headquarters, where Chairwoman<br />
for the winners at their Silver Spring headquarters, where Chairwoman<br />
for the winners at their Silver Spring headquarters, where Chairwoman<br />
for the winners at their Silver Spring headquarters, where Chairwoman<br />
for the winners at their Silver Spring headquarters, where Chairwoman<br />
Cathy Hughes gave remarks, remembering her early days on H Street as a<br />
Cathy Hughes gave remarks, remembering her early days on H Street as a<br />
Cathy Hughes gave remarks, remembering her early days on H Street as a<br />
Cathy Hughes gave remarks, remembering her early days on H Street as a<br />
Cathy Hughes gave remarks, remembering her early days on H Street as a<br />
Cathy Hughes gave remarks, remembering her early days on H Street as a<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
2015<br />
2015<br />
2015<br />
2015<br />
2015<br />
2015 was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
yet fulfilling, projects the <strong>Bank</strong> has ever undertaken.<br />
Page 4<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report<br />
Page 4<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report<br />
Page 4<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report<br />
Page 4<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report<br />
Page 4<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report<br />
Page 4<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report<br />
At <strong>Industrial</strong> <strong>Bank</strong> we spend countless hours in our community,<br />
At <strong>Industrial</strong> <strong>Bank</strong> we spend countless hours in our community,<br />
At <strong>Industrial</strong> <strong>Bank</strong> we spend countless hours in our community,<br />
At <strong>Industrial</strong> <strong>Bank</strong> we spend countless hours in our community,<br />
At <strong>Industrial</strong> <strong>Bank</strong> we spend countless hours in our community,<br />
At <strong>Industrial</strong> <strong>Bank</strong> we spend countless hours in our community,<br />
attending events, meeting with businesses, and engaging in<br />
attending events, meeting with businesses, and engaging in<br />
attending events, meeting with businesses, and engaging in<br />
attending events, meeting with businesses, and engaging in<br />
attending events, meeting with businesses, and engaging in<br />
attending events, meeting with businesses, and engaging in<br />
other activities. We do this not only to represent the <strong>Bank</strong> and<br />
other activities. We do this not only to represent the <strong>Bank</strong> and<br />
other activities. We do this not only to represent the <strong>Bank</strong> and<br />
other activities. We do this not only to represent the <strong>Bank</strong> and<br />
other activities. We do this not only to represent the <strong>Bank</strong> and<br />
other activities. We do this not only to represent the <strong>Bank</strong> and<br />
highlight our products and services, but to impact the overall<br />
highlight our products and services, but to impact the overall<br />
highlight our products and services, but to impact the overall<br />
highlight our products and services, but to impact the overall<br />
highlight our products and services, but to impact the overall<br />
highlight our products and services, but to impact the overall<br />
financial health of our community family.<br />
financial health of our community family.<br />
financial health of our community family.<br />
financial health of our community family.<br />
financial health of our community family.<br />
financial health of our community family.<br />
Our staff enjoys interacting with students in schools to begin dialogue at the<br />
Our staff enjoys interacting with students in schools to begin dialogue at the<br />
Our staff enjoys interacting with students in schools to begin dialogue at the<br />
Our staff enjoys interacting with students in schools to begin dialogue at the<br />
Our staff enjoys interacting with students in schools to begin dialogue at the<br />
Our staff enjoys interacting with students in schools to begin dialogue at the<br />
early stages about goal setting, saving for the future, and needs versus wants.<br />
early stages about goal setting, saving for the future, and needs versus wants.<br />
early stages about goal setting, saving for the future, and needs versus wants.<br />
early stages about goal setting, saving for the future, and needs versus wants.<br />
early stages about goal setting, saving for the future, and needs versus wants.<br />
early stages about goal setting, saving for the future, and needs versus wants.<br />
“It is so fulfilling to witness the moment when young students connect the<br />
“It is so fulfilling to witness the moment when young students connect the<br />
“It is so fulfilling to witness the moment when young students connect the<br />
“It is so fulfilling to witness the moment when young students connect the<br />
“It is so fulfilling to witness the moment when young students connect the<br />
“It is so fulfilling to witness the moment when young students connect the<br />
dots, especially when it comes to the difference between purchasing namedots,<br />
especially when it comes to the difference between purchasing namedots,<br />
especially when it comes to the difference between purchasing namedots,<br />
especially when it comes to the difference between purchasing namedots,<br />
especially when it comes to the difference between purchasing namedots,<br />
especially when it comes to the difference between purchasing namebrand<br />
items and buying stock from that particular company,” <strong>Industrial</strong> <strong>Bank</strong><br />
brand items and buying stock from that particular company,” <strong>Industrial</strong> <strong>Bank</strong><br />
brand items and buying stock from that particular company,” <strong>Industrial</strong> <strong>Bank</strong><br />
brand items and buying stock from that particular company,” <strong>Industrial</strong> <strong>Bank</strong><br />
brand items and buying stock from that particular company,” <strong>Industrial</strong> <strong>Bank</strong><br />
brand items and buying stock from that particular company,” <strong>Industrial</strong> <strong>Bank</strong><br />
Senior Vice President Jacqueline Boles explains. “It all boils down to awareness,<br />
Senior Vice President Jacqueline Boles explains. “It all boils down to awareness,<br />
Senior Vice President Jacqueline Boles explains. “It all boils down to awareness,<br />
Senior Vice President Jacqueline Boles explains. “It all boils down to awareness,<br />
Senior Vice President Jacqueline Boles explains. “It all boils down to awareness,<br />
Senior Vice President Jacqueline Boles explains. “It all boils down to awareness,<br />
changing behavior, shifting priorities, and setting specific goals.”<br />
changing behavior, shifting priorities, and setting specific goals.”<br />
changing behavior, shifting priorities, and setting specific goals.”<br />
changing behavior, shifting priorities, and setting specific goals.”<br />
changing behavior, shifting priorities, and setting specific goals.”<br />
changing behavior, shifting priorities, and setting specific goals.”<br />
“Engaging in the financial literacy seminars<br />
“Engaging in the financial literacy seminars<br />
“Engaging in the financial literacy seminars<br />
“Engaging in the financial literacy seminars<br />
“Engaging in the financial literacy seminars<br />
“Engaging in the financial literacy seminars<br />
in schools, churches, and other non-profit<br />
in schools, churches, and other non-profit<br />
in schools, churches, and other non-profit<br />
in schools, churches, and other non-profit<br />
in schools, churches, and other non-profit<br />
in schools, churches, and other non-profit<br />
organizations is so personally fulfilling; it adds the<br />
organizations is so personally fulfilling; it adds the<br />
organizations is so personally fulfilling; it adds the<br />
organizations is so personally fulfilling; it adds the<br />
organizations is so personally fulfilling; it adds the<br />
organizations is so personally fulfilling; it adds the<br />
PURPOSE aspect to my job. We are so much<br />
PURPOSE aspect to my job. We are so much<br />
PURPOSE aspect to my job. We are so much<br />
PURPOSE aspect to my job. We are so much<br />
PURPOSE aspect to my job. We are so much<br />
PURPOSE aspect to my job. We are so much<br />
more than a bank; we are in the business of<br />
more than a bank; we are in the business of<br />
more than a bank; we are in the business of<br />
more than a bank; we are in the business of<br />
more than a bank; we are in the business of<br />
more than a bank; we are in the business of<br />
enhancing the living conditions, educating, and<br />
enhancing the living conditions, educating, and<br />
enhancing the living conditions, educating, and<br />
enhancing the living conditions, educating, and<br />
enhancing the living conditions, educating, and<br />
enhancing the living conditions, educating, and<br />
supporting the success of future entrepreneurs<br />
supporting the success of future entrepreneurs<br />
supporting the success of future entrepreneurs<br />
supporting the success of future entrepreneurs<br />
supporting the success of future entrepreneurs<br />
supporting the success of future entrepreneurs<br />
Our Community<br />
Our Community<br />
Our Community<br />
Our Community<br />
Our Community<br />
Our Community<br />
Our Community<br />
Our Community<br />
Our Community<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
determined young female media entrepreneur. The SBGI endeavor required<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
hours of work from staff and volunteers, and was one of the most difficult,<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Kids and Culture<br />
Kids and Culture<br />
Kids and Culture<br />
Kids and Culture<br />
Kids and Culture<br />
Kids and Culture<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
www.kidsandculture.com<br />
www.kidsandculture.com<br />
www.kidsandculture.com<br />
www.kidsandculture.com<br />
www.kidsandculture.com<br />
www.kidsandculture.com<br />
SOME<br />
SOME<br />
SOME<br />
SOME<br />
SOME<br />
SOME<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness.<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to make your subject and<br />
serve. You don’t have to make your subject and<br />
serve. You don’t have to make your subject and<br />
serve. You don’t have to make your subject and<br />
serve. You don’t have to make your subject and<br />
serve. You don’t have to make your subject and<br />
verb agree to serve. You only need a heart full of<br />
verb agree to serve. You only need a heart full of<br />
verb agree to serve. You only need a heart full of<br />
verb agree to serve. You only need a heart full of<br />
verb agree to serve. You only need a heart full of<br />
verb agree to serve. You only need a heart full of<br />
grace. A soul generated by love.”<br />
grace. A soul generated by love.”<br />
grace. A soul generated by love.”<br />
grace. A soul generated by love.”<br />
grace. A soul generated by love.”<br />
grace. A soul generated by love.”<br />
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Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
Affordable Housing Program<br />
As a member bank of FHL<strong>Bank</strong> Atlanta, <strong>Industrial</strong> <strong>Bank</strong><br />
As a member bank of FHL<strong>Bank</strong> Atlanta, <strong>Industrial</strong> <strong>Bank</strong><br />
As a member bank of FHL<strong>Bank</strong> Atlanta, <strong>Industrial</strong> <strong>Bank</strong><br />
As a member bank of FHL<strong>Bank</strong> Atlanta, <strong>Industrial</strong> <strong>Bank</strong><br />
As a member bank of FHL<strong>Bank</strong> Atlanta, <strong>Industrial</strong> <strong>Bank</strong><br />
As a member bank of FHL<strong>Bank</strong> Atlanta, <strong>Industrial</strong> <strong>Bank</strong><br />
was awarded $1.7 million to make a difference in over 200<br />
was awarded $1.7 million to make a difference in over 200<br />
was awarded $1.7 million to make a difference in over 200<br />
was awarded $1.7 million to make a difference in over 200<br />
was awarded $1.7 million to make a difference in over 200<br />
was awarded $1.7 million to make a difference in over 200<br />
households throughout the Washington, D.C., Metropolitan<br />
households throughout the Washington, D.C., Metropolitan<br />
households throughout the Washington, D.C., Metropolitan<br />
households throughout the Washington, D.C., Metropolitan<br />
households throughout the Washington, D.C., Metropolitan<br />
households throughout the Washington, D.C., Metropolitan<br />
Area. <strong>Industrial</strong> <strong>Bank</strong> has used FHL<strong>Bank</strong> Atlanta’s AHP Set-<br />
Area. <strong>Industrial</strong> <strong>Bank</strong> has used FHL<strong>Bank</strong> Atlanta’s AHP Set-<br />
Area. <strong>Industrial</strong> <strong>Bank</strong> has used FHL<strong>Bank</strong> Atlanta’s AHP Set-<br />
Area. <strong>Industrial</strong> <strong>Bank</strong> has used FHL<strong>Bank</strong> Atlanta’s AHP Set-<br />
Area. <strong>Industrial</strong> <strong>Bank</strong> has used FHL<strong>Bank</strong> Atlanta’s AHP Set-<br />
Area. <strong>Industrial</strong> <strong>Bank</strong> has used FHL<strong>Bank</strong> Atlanta’s AHP Setaside<br />
Products since 2002 to assist 169 homebuyers or<br />
aside Products since 2002 to assist 169 homebuyers or<br />
aside Products since 2002 to assist 169 homebuyers or<br />
aside Products since 2002 to assist 169 homebuyers or<br />
aside Products since 2002 to assist 169 homebuyers or<br />
aside Products since 2002 to assist 169 homebuyers or<br />
homeowners in purchasing or rehabilitating their homes.<br />
homeowners in purchasing or rehabilitating their homes.<br />
homeowners in purchasing or rehabilitating their homes.<br />
homeowners in purchasing or rehabilitating their homes.<br />
homeowners in purchasing or rehabilitating their homes.<br />
homeowners in purchasing or rehabilitating their homes.<br />
In 2014, we were awarded $500,000 through the Affordable<br />
In 2014, we were awarded $500,000 through the Affordable<br />
In 2014, we were awarded $500,000 through the Affordable<br />
In 2014, we were awarded $500,000 through the Affordable<br />
In 2014, we were awarded $500,000 through the Affordable<br />
In 2014, we were awarded $500,000 through the Affordable<br />
Housing Competitive Program for a project with the District of<br />
Housing Competitive Program for a project with the District of<br />
Housing Competitive Program for a project with the District of<br />
Housing Competitive Program for a project with the District of<br />
Housing Competitive Program for a project with the District of<br />
Housing Competitive Program for a project with the District of<br />
Columbia Housing Authority (DCHA).<br />
Columbia Housing Authority (DCHA).<br />
Columbia Housing Authority (DCHA).<br />
Columbia Housing Authority (DCHA).<br />
Columbia Housing Authority (DCHA).<br />
Columbia Housing Authority (DCHA).<br />
The funds can be used for acquisition, construction, or rehabilitation financing<br />
The funds can be used for acquisition, construction, or rehabilitation financing<br />
The funds can be used for acquisition, construction, or rehabilitation financing<br />
The funds can be used for acquisition, construction, or rehabilitation financing<br />
The funds can be used for acquisition, construction, or rehabilitation financing<br />
The funds can be used for acquisition, construction, or rehabilitation financing<br />
to make rental or owner-occupied housing affordable to persons earning<br />
to make rental or owner-occupied housing affordable to persons earning<br />
to make rental or owner-occupied housing affordable to persons earning<br />
to make rental or owner-occupied housing affordable to persons earning<br />
to make rental or owner-occupied housing affordable to persons earning<br />
to make rental or owner-occupied housing affordable to persons earning<br />
80 percent or less of the area’s median income. This was a very competitive<br />
80 percent or less of the area’s median income. This was a very competitive<br />
80 percent or less of the area’s median income. This was a very competitive<br />
80 percent or less of the area’s median income. This was a very competitive<br />
80 percent or less of the area’s median income. This was a very competitive<br />
80 percent or less of the area’s median income. This was a very competitive<br />
application process which required applicants to submit detailed information<br />
application process which required applicants to submit detailed information<br />
application process which required applicants to submit detailed information<br />
application process which required applicants to submit detailed information<br />
application process which required applicants to submit detailed information<br />
application process which required applicants to submit detailed information<br />
on prospective housing development projects.<br />
on prospective housing development projects.<br />
on prospective housing development projects.<br />
on prospective housing development projects.<br />
on prospective housing development projects.<br />
on prospective housing development projects.<br />
In partnership with the DCHA, we utilized the grant award of $500,000 to assist<br />
In partnership with the DCHA, we utilized the grant award of $500,000 to assist<br />
In partnership with the DCHA, we utilized the grant award of $500,000 to assist<br />
In partnership with the DCHA, we utilized the grant award of $500,000 to assist<br />
In partnership with the DCHA, we utilized the grant award of $500,000 to assist<br />
In partnership with the DCHA, we utilized the grant award of $500,000 to assist<br />
in funding the project at The Lofts at Capitol Quarter in Southeast D.C. This<br />
in funding the project at The Lofts at Capitol Quarter in Southeast D.C. This<br />
in funding the project at The Lofts at Capitol Quarter in Southeast D.C. This<br />
in funding the project at The Lofts at Capitol Quarter in Southeast D.C. This<br />
in funding the project at The Lofts at Capitol Quarter in Southeast D.C. This<br />
in funding the project at The Lofts at Capitol Quarter in Southeast D.C. This<br />
project will result in 39 new units of subsidized affordable rental housing in a<br />
project will result in 39 new units of subsidized affordable rental housing in a<br />
project will result in 39 new units of subsidized affordable rental housing in a<br />
project will result in 39 new units of subsidized affordable rental housing in a<br />
project will result in 39 new units of subsidized affordable rental housing in a<br />
project will result in 39 new units of subsidized affordable rental housing in a<br />
low-rise elevator building with market-like amenities, including a community<br />
low-rise elevator building with market-like amenities, including a community<br />
low-rise elevator building with market-like amenities, including a community<br />
low-rise elevator building with market-like amenities, including a community<br />
low-rise elevator building with market-like amenities, including a community<br />
low-rise elevator building with market-like amenities, including a community<br />
room for residents.<br />
room for residents.<br />
room for residents.<br />
room for residents.<br />
room for residents.<br />
room for residents.<br />
Page 12<br />
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2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 11<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 13<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 13<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 13<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 13<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 13<br />
2015 <strong>Industrial</strong> <strong>Bank</strong> Annual Report Page 13<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
of summer programming in an effort to introduce children to international<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
affairs at an early age. The camp coordinators and volunteers work to<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
provide a safe, structured environment where children will gain greater<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
knowledge and appreciation of themselves and the world around them.<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
Members of the <strong>Industrial</strong> <strong>Bank</strong> team partnered with the Kids and Culture to<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
provide financial literacy to the campers during their 2015 summer session.<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
SOME (So Others Might Eat) is a community-based organization in DC that<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
works to help the poor and homeless. Our staff at <strong>Industrial</strong> <strong>Bank</strong> works with<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
the organization to help break the cycle of homelessness by offering services<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
such as affordable housing, job training, addiction treatment, and counseling<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness.<br />
to the poor, the elderly, and individuals with mental illness. www.some.org<br />
www.some.org<br />
www.some.org<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
“Everybody can be great... because anybody can<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
serve. You don’t have to have a college degree to<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
Last year, we also launched our #NextBigMoment campaign that encourages<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
everyone, from every walk of life, to think about and prepare for their<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
#NextBigMoment, and share it with and involve the <strong>Bank</strong>. A #NextBigMoment<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
could be anything from expanding a business, to buying a first home or a<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
second piece of property, to preparing for retirement.<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
was a year of awards for <strong>Industrial</strong> <strong>Bank</strong> and its management team, as<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
we received nine, total. Some of the top highlights were the Washington City<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
Paper Reader’s Poll, where the <strong>Bank</strong> won Best <strong>Bank</strong>/Credit Union in March.<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
The <strong>Bank</strong> thanks all our supporters who chose <strong>Industrial</strong> as the Best <strong>Bank</strong> in<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Washington, DC. Also, the DC Chamber of Commerce selected the <strong>Bank</strong> as<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
Small Business Champion of the Year for our unwavering support of small<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
businesses throughout the year. Finally, I was honored and humbled to be<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
selected by the Washington Busines as one of 2015’s Minority Leaders of the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
Year, alongside 24 other fabulously accomplished individuals. During the<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
2015 was another ground-breaking year for IBW<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
Financial Corporation and its subsidiary, <strong>Industrial</strong> <strong>Bank</strong>!<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
year, the Community Development Financial Institutions<br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
(CDFI) Fund of the US Treasury Department announced that <strong>Industrial</strong><br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
<strong>Bank</strong> had once again earned a <strong>Bank</strong> Enterprise Award, in the amount of<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
$253K, for increasing the amount of loans and investments the <strong>Bank</strong> made<br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
in low- and moderate-income communities. As a certified CDFI, <strong>Industrial</strong><br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
has documented for 10+ years that over 60% of its assets are invested in<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
low- and moderate-income communities; while <strong>Industrial</strong> <strong>Bank</strong> desires<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make loans all over its service territory, part of our mission drives us<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
to make special efforts to lend in the hardest-hit parts of our region. Our<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
CDFI status sets us apart from other banks, and <strong>Industrial</strong> understands and<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Check out these other programs we serve in the community!<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
Established in 2010, Kids and Culture is a camp that provides four weeks<br />
ye
Event Planning and Marketing Services for<br />
Comcast XFINITY<br />
Contracting Number: N/A<br />
Contract Type: Firm Fixed Price<br />
Client’s Name/Address: Comcast XFINITY<br />
Contract Value: $10,000<br />
Period of Performance: Spring 2016<br />
Project Lead: Kendra McGee<br />
Mid-Level Manager: Taren Henry<br />
Multimedia Specialist: Jordan Bogner<br />
DUNS Number: 028461106<br />
Contract Office: Comcast XFINITY<br />
Contracting Officer Representative:<br />
Aimee Metrick,<br />
Aimee_Metrick@cable.comcast.com<br />
Contracting Officer: Eliza Findlay,<br />
Eliza_Findlay@cable.comcast.com<br />
Synopsis of Work Performed:<br />
<strong>IGS</strong> provided the Comcast Beltway Region’s public relations and marketing team with a fast and<br />
cost-effective solution to connect and recruit leading mom bloggers in the DC metropolitan area<br />
with the potential to become Comcast advocates to attend an invitation-only “lunch and learn”<br />
event. This event featured an XFINITY learning lab with hands-on demonstrations and a parenting<br />
discussion moderated by local news anchor, Eun Yang. <strong>IGS</strong> leveraged internal networks, our<br />
influencer marketing expertise, and analytic software to strategically create a value proposition<br />
that engaged bloggers without depending on paid participation as a motivator – a common<br />
practice and expectation for most influencer marketing campaigns. Notable results include:<br />
► 95 percent attendance by pre-registered attendees<br />
► Total digital reach of 1,061,488 followers<br />
► Secured 209 pre- and post-event social media posts using the event hashtags #XfinityMoms<br />
and #ComcastConnects within 14 days after the event.<br />
► 12 blog posts<br />
► 159 Twitter posts<br />
► 17 Facebook posts<br />
► 32 Instagram posts<br />
► 1 YouTube post<br />
Although all event logistics were coordinated internally by Comcast, <strong>IGS</strong> provided insight and<br />
guidance pertaining to the bloggers’ experience and ultimately how to maximize Comcast’s<br />
return on investment. Top services provided include:<br />
Brand Research and Analysis:<br />
<strong>IGS</strong> researched Comcast XFINITY products and services in order to develop qualifying criteria<br />
used to identify influencer candidates.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 23
Influencer Identification:<br />
<strong>IGS</strong> used internal and external influencer databases to identify an initial list of 50 potential influencers<br />
based on the approved qualifying criteria. This list was then refined and finalized into a<br />
tiered list of 32 influencers that <strong>IGS</strong> felt would best represent the Comcast XFINITY brand, based on<br />
each influencers blog content, industry expertise, network, and experience as brand ambassador.<br />
Influencer Outreach and Management:<br />
<strong>IGS</strong> collaborated with Comcast to draft and finalize pre- and post-event communication, event<br />
invitation, surveys, and develop an influencer toolkit. As an extension of the Comcast team, <strong>IGS</strong><br />
pitched and secured influencer participation and maintained effective communication with potential<br />
and confirmed influencers on behalf of Comcast.<br />
Reporting:<br />
Ongoing reports were provided to Comcast throughout the duration of the project including:<br />
► Daily registration reports<br />
► Pre- and post-event survey reports<br />
► Total digital reach of all registered influencers<br />
► Event hashtag usage reports on social media and blogs<br />
Creative Design:<br />
At <strong>IGS</strong> we understand the importance of targeted and thoughtful creative collateral. <strong>IGS</strong> worked<br />
with Comcast to develop event branding that fit within Comcast’s branding guidelines. <strong>IGS</strong> created<br />
and disseminated branded HTML emails for pre- and post-event communication, developed a<br />
customized event registration webpage, and provided an influencer toolkit template and outline.<br />
Work Samples:<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 24
Social Media Development for the Minority<br />
Business Development Agency<br />
Contract Number: GS-07F-0777X<br />
Contract Type: Firm Fixed Price<br />
Client’s Name/Address: Minority Business<br />
Development Agency (MBDA),<br />
1401 Constitution Ave. NW, Room 5084<br />
Washington, DC 20230<br />
Contract Value: $147,686.40<br />
Dates of Service:<br />
September 2015–September 2016<br />
Social Media Consultant: Morgan Crooks<br />
DUNS Number: 028461106<br />
Contract Office: National INST of STDS and<br />
Technology<br />
Contracting Officer Representative:<br />
Alicia Sowah, asowah@mbda.gov<br />
Contracting Officer:<br />
Stephanie Kelly, Stephanie.kelly@nist.gov<br />
Synopsis of Work Performed:<br />
The Minority Business Development Agency (MBDA) is the only federal agency solely dedicated<br />
to the growth and expansion of Minority Business Enterprises (MBEs). MBDA targets MBEs with a<br />
minimum of $1 million in annual revenue. MBDA engaged <strong>IGS</strong> to help create a more informed minority<br />
business community by putting together a strategic social media plan. <strong>IGS</strong> provided a Social<br />
Media Consultant to develop content for MBDA’s use of Facebook, Twitter, LinkedIn, and Google+.<br />
Social Media Strategy:<br />
<strong>IGS</strong> created monthly content that targeted MBEs and complimented Marketing Services. The Social<br />
Media Consultant strategically posted content at certain times of the day and used a content<br />
calendar to organize the posts. The Social Media Consultant also researched and implemented<br />
industry best practices for social media platforms to maintain cutting edge content.<br />
Daily Tasks:<br />
6 The Social Media Consultant scheduled social media posts on all MBDA platforms. Invitation<br />
requests to the LinkedIn page were also reviewed and accepted.<br />
7 <strong>IGS</strong> monitored coverage surrounding MBDA and associated topics, using media scans and<br />
Google Alerts. The topics included “Minority Business Owner” and “Minority Business.” Stories<br />
of note were then shared with MBDA, and some were incorporated into weekly posts.<br />
8 The Social Media Consultant retweeted relevant posts from the MBDA Twitter handle at 10<br />
a.m. and 3 p.m. daily. This information came from the Department of Commerce, Secretary<br />
of Commerce, MBDA’s National Director and Deputy Director, the International Trade Administration,<br />
or publications including Entrepreneur, Forbes, and Huffington Post.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 25
9 <strong>IGS</strong> also provided marketing services for MBDA. The Social Media Consultant supported<br />
the team by copyediting documents, supporting content development, and providing<br />
feedback on marketing collateral and graphics. This included backing the marketing campaign<br />
with coinciding social media posts.<br />
Weekly Tasks:<br />
1 Each Friday, the Social Media Consultant submitted a report detailing all activities performed<br />
during that week.<br />
2 Along with the Marketing team, the Social Media Consultant participated in a weekly call<br />
to update the whole MBDA team on all services provided. The Marketing Project Manager<br />
and the Media Consultant worked together to create an agenda for this meeting.<br />
3 The Social Media Consultant also worked with <strong>IGS</strong>’ Multimedia Specialist on creative requests<br />
that supported MDBA’s social media platforms.<br />
Monthly Tasks:<br />
4 The Social Media Consultant worked with MBDA to choose an Entrepreneur of the Month (EoM).<br />
A business owner who has demonstrated excellence and leadership is featured on the website<br />
each month. <strong>IGS</strong> drafted an email invitation that was sent to each EoM. The Social Media Consultant<br />
sent the EoM interview questions and wrote the feature story based on responses. The<br />
Social Media Consultant also drafted social media messaging promoting the EoM.<br />
5 The Social Media Consultant researched and developed the monthly social media content<br />
calendar. This included developing three posts per day for Facebook, Google+ and LinkedIn.<br />
For Twitter, the Social Media Consultant developed three abbreviated posts and two<br />
retweets per day. After the content calendar was approved, it was uploaded to the MBDA<br />
Google Docs page.<br />
6 The Social Media Consultant researched imagery ideas for each month, highlighting specific<br />
themes or high-level engagements. This included developing a mini-creative brief for<br />
<strong>IGS</strong>’ Multimedia Specialist, using stock photos to provide examples, and working closely<br />
with the Multimedia Specialist to guide and complete the design. Upon receiving approval,<br />
the Social Media Consultant requested the needed sizes from the Multimedia Specialist for<br />
each social media platform.<br />
7 Each month, the Social Media Consultant drafted and delivered a report detailing all activities<br />
from the previous month. The Social Media Consultant also prepared and delivered a monthly<br />
invoice. <strong>IGS</strong> researched and pulled data on the social media analytics and consolidated the<br />
results into a monthly report. The analytics focused on Facebook, Twitter, and YouTube.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 26
Special Events:<br />
MBDA engaged <strong>IGS</strong> to provide social media content and marketing materials for the agency’s<br />
involvement at the 2016 Essence Festival in New Orleans. The Social Media Consultant provided<br />
input for the social media plan for this event. This included providing social media tactics for<br />
MBDA’s booth at the festival, generating tent card content, providing graphics for event promotions,<br />
creating event and pre-event social media content and creating a master list of social<br />
media handles, including relevant attendees, performers, and speakers.<br />
Work Examples:<br />
MBDA Business Centers<br />
ALASKA GEORGIA NORTH CAROLINA<br />
Anchorage MBDA Business Center<br />
Atlanta MBDA Business Center<br />
Raleigh MBDA Business Center<br />
4500 Diplomacy Drive, Suite 202<br />
75 5th Street, NW, Suite 300<br />
5800 Faringdon Place<br />
Anchorage, AK 99508<br />
Atlanta, GA 30308<br />
Raleigh, NC 27609<br />
Becky Beck ◆ 907-786-4676<br />
Donna Ennis ◆ 404-894-2096<br />
Dan R. Stafford ◆ 919-838-9950<br />
Bbeck5@uaa.alaska.edu<br />
donna.ennis@innovate.gatech.edu<br />
dstafford@theinstitutenc.org<br />
Access to Capital. Access to Contracts. Access to Markets.<br />
ARIZONA<br />
Phoenix MBDA Business Center<br />
225 East Osborn Road, Suite 202<br />
Phoenix, AZ 85012<br />
Alika Kumar ◆ 602-294-6087<br />
alika@phoenixmbdacenter.com<br />
HAWAII<br />
Honolulu MBDA Business Center<br />
2404 Maile Way, A414b<br />
Honolulu, HI 96822<br />
Dana Hauanio ◆ 808-956-0850<br />
dhauanio@honolulu-mbdc.org<br />
NORTH DAKOTA<br />
Bismarck MBDA Business Center<br />
3315 University Drive, Building #61<br />
Bismarck, ND 58504<br />
Brek Maxon ◆ 701-255-3285 x1359<br />
bmaxon@uttc.edu<br />
CALIFORNIA<br />
ILLINOIS<br />
OKLAHOMA<br />
Fresno MBDA Business Center<br />
Chicago MBDA Business Center<br />
Tulsa MBDA Business Center<br />
5067 N Mariposa Street, Suite 105<br />
105 West Adams Street, Suite 2300<br />
Three Memorial Place Center<br />
Fresno, CA 93710<br />
Chicago, IL 60603<br />
7615 East 63rd Place, Suite 201<br />
David Mendoza ◆ 559-354-6797 / 559-908-7128 Hans Bonner ◆ 312-755-2565<br />
Tulsa, OK 74133<br />
dmendoza@fresnombdacenter.com<br />
hbonner@chicagombdacenter.com<br />
James Ray ◆ 918-994-4370 / 918-994-4394<br />
jray@reiok.org<br />
Los Angeles MBDA Business Center<br />
MARYLAND<br />
USC Community House<br />
Baltimore MBDA Business Center<br />
PENNSYLVANIA<br />
2801 South Hoover Street<br />
1101 East 33rd Street, Suite 308<br />
Philadelphia MBDA Business Center<br />
Los Angeles, CA 90089-0018<br />
Baltimore, MD 21218<br />
4548 Market Street<br />
Let’s dream bigger. Sergio Let’s Gascon achieve ◆ 213-743-2164 more.<br />
N. Scott Phillips ◆ 443-451-7103 / 410-984-5050<br />
Philadelphia, PA 19139<br />
sgascon@usc.edu<br />
nsphillips@baltimorembda.com<br />
Victoria Hosendorf ◆ 215-895-4046<br />
Together let’s elevate your business towards<br />
Riverside MBDA Business Center<br />
vhosendorf@mbc-pa.com<br />
Washington DC MBDA Business Center<br />
greater success. You 25186 are Hancock ready, Avenue, and Suite so 220 are we.<br />
10750 Columbia Pike, Suite 200<br />
PUERTO RICO<br />
Murrieta, CA 92562<br />
Silver Spring, MD 20901<br />
Puerto Rico MBDA Business Center<br />
Daniel Sieu ◆ 951-698-7529<br />
Kenneth Clark ◆ 301-502-3247 / 301-242-5256<br />
406 Capitan Espada Street, Urb. El Vedado<br />
dan.sieu@riversidembdacenter.com<br />
kclark@mbdabc-cr.com<br />
San Juan, PR 00918<br />
San Francisco MBDA Business Center<br />
Teresa Berrios ◆ 787-753-8484<br />
MASSACHUSETTS<br />
555 Montgomery Street<br />
tberrios@puertoricombdacenter.com<br />
Boston MBDA Business Center<br />
San Francisco, CA 94111<br />
Prudential Center<br />
TENNESSEE<br />
Lamar Heystek ◆ 408-462-2217<br />
101 Huntington Avenue, 17th Floor, Suite 1200<br />
Memphis MBDA Business Center<br />
lheystek@sfmbda.center.com<br />
Boston, MA 02199<br />
158 Madison Avenue, Suite 101<br />
San Jose MBDA Business Center<br />
Keith Greenaway ◆ 617-986-6366<br />
Memphis, TN 38103<br />
The U.S Department of Commerce Minority<br />
Financial Services<br />
3031 Tisch Way, Suite 80<br />
kgreenaway@bostonmbdacenter.com<br />
Dino Hull ◆ 901-528-1432<br />
San Jose, CA 95128<br />
dhull@mmbc-memphis.org<br />
Business Development Agency (MBDA)<br />
MICHIGAN • Financial assessments, loan packaging,<br />
Raymond Au Yeong ◆ 408-998-8058<br />
Detroit MBDA Business and facilitation<br />
Center<br />
TEXAS<br />
rauyeong@sanjosembdacenter.com<br />
works to actively promote the domestic and 100 River Place, Suite 300<br />
Dallas MBDA Business Center<br />
COLORADO<br />
Detroit, MI 48207 • Access to an expansive network 8828 of capital N. Stemmons Freeway, Suite 550 B<br />
global growth and Denver competiveness MBDA Business Center of U.S.<br />
Diane Lee ◆ 313-873-3615<br />
Dallas, TX 75247<br />
6025 S. Quebec Street, Suite 135<br />
dlee@detroitmbdacenter.com sources including alternative, traditional,<br />
Mike Mora ◆ 214-920-2436<br />
minority-owned Centennial, businesses.<br />
CO 80111<br />
MINNESOTA and private investors; and export mike@mbdadallas.com<br />
financing<br />
Stan Sena ◆ 303-623-3037<br />
Minneapolis MBDA Business Center<br />
El Paso MBDA Business Center<br />
stan@mpmsdc.org<br />
250 Second Avenue • Specialized South, Suite 106 consultations for building 2401 East Missouri Avenue<br />
Through our national Bridgeport network MBDA of Business MBDA Center Business<br />
Minneapolis, MN scale 55401 and capacity through strategic El Paso, TX 79903<br />
333 State Street<br />
George Jacobson ◆ 612-259-6594<br />
Terri Reed ◆ 915-351-6232<br />
growth alternatives (investment, mergers,<br />
Centers we provide customized Bridgeport, CT 06604 business development gjacobson@meda.net<br />
treed@elpasoMBDACenter.com<br />
Kenneth Wheeler ◆ 203-212-5835 x130<br />
acquisitions and/or joint ventures)<br />
MISSOURI<br />
Houston MBDA Business Center<br />
services that help your kwheeler@bridgeportmbdacenter.com<br />
company expand its customer St. Louis MBDA Business Center<br />
2302 Fannin Street, Suite 165<br />
DISTRICT OF COLUMBIA<br />
One Metropolitan Square<br />
Houston, TX 77002<br />
base, enter new markets, and gain greater access to<br />
Technical Services<br />
MBDA Federal Procurement Center<br />
211 North Broad, Suite 1300<br />
Christopher Bilton ◆ 713-718-8970 / 713-718-8898<br />
1701 Pennsylvania Avenue, NW, Suite 300<br />
St. Louis, MO 63102<br />
Christopher.Bilton@hccs.edu<br />
capital and contract opportunities!<br />
• Identification of procurement opportunities<br />
Washington, DC 20006<br />
Charles Henson ◆ 314-231-5555 / 314-422-3314<br />
San Antonio MBDA Business Center<br />
Claudia Barrera ◆ 202-737-0877<br />
chenson@stlouismbdacenter.com<br />
• Assistance with business certification(s),<br />
501 West Cesar E. Chavez Boulevard, Suite 3.324B<br />
cbarrera@mbdacontracts.com<br />
NEW MEXICO<br />
San Antonio, TX 78207<br />
We’ve made it our business to help you cultivate yours<br />
bid preparation, and post-award<br />
Capitol MBDA Business Center<br />
Santa Fe MBDA Business Center<br />
Orestes Hubbard ◆ 210-458-2480<br />
1611 Connecticut Avenue, NW, Suite 200<br />
Wendell Chino Building contract support<br />
orestes.hubbard@utsa.edu<br />
– we are where businesses come to GROW!<br />
Washington, DC 20009<br />
1220 South Saint Francis Drive, 2nd Floor<br />
WASHINGTON<br />
Dennis Smith ◆ 202-827-8487<br />
Santa Fe, NM • 87505 Export-readiness assessment and preparation<br />
Tacoma MBDA Business Center<br />
dsmith@ncrmbc.com<br />
Ted Pedro ◆ 505-243-6775 / 505-766-9499<br />
747 Market Street, Room 808<br />
tedpedro@nmnabec.org<br />
FLORIDA<br />
Tacoma, WA 98402<br />
Miami MBDA Business Center<br />
NEW YORK<br />
Cary Jenkins ◆ 253-591-5238<br />
9949 NE 2nd Avenue, Suite 204<br />
South Bronx MBDA Business Center<br />
cjenkins@cityoftacoma.org<br />
Miami, FL 33138<br />
555 Bergen Avenue, To learn 3rd Floor more about taking your<br />
Marie Hyppolite ◆ 305-762-6151<br />
Bronx, NY 10455-1368 business to the next level of success,<br />
marie@mbdamiamicenter.com<br />
Sharon Higgins ◆ 718-732-7580<br />
shiggins@sobro.org visit us at www.MBDA.gov.<br />
Where Businesses Come to Grow<br />
@USMBDA /USMBDA www.MBDA.gov<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 27
Strategic Communications for Court Services<br />
and Offender Supervision Agency (CSOSA)<br />
Contract Number: GS-07F-0777X<br />
Contract Type: Labor Hour (LH) Task Order (TO)<br />
Client’s Name/Address: Court Offender<br />
Supervision Services and Agency<br />
633 Indiana Avenue, NW<br />
Washington, DC 20004<br />
Contract Value: $197,000<br />
Dates of Service:<br />
September 2016–September 2017<br />
Project Manager: Towan Isom<br />
DUNS Number: 028461106<br />
Contract Office: Court Offender Supervision<br />
Services and Agency<br />
Contracting Officer Representative:<br />
Lisa Rawlings, lisa.rawlings@csosa.gov<br />
Contracting Officer: Chelly Johnson-Jones,<br />
chelly.johnson-jones@csosa.gov<br />
Synopsis of Work Performed:<br />
The Court Offender Supervision Services Agency (CSOSA) is a federal, executive branch agency<br />
created by Congress through the National Capital Revitalization and Self-Government Improvement<br />
Act of 1997. CSOSA’s mission is to enhance public safety, prevent crime, and reduce recidivism<br />
among those supervised and to support the fair administration of justice in close collaboration<br />
with the community. CSOSA engaged <strong>IGS</strong> to provide assessment, training, consultation, and<br />
technical assistance for the development and implementation of a strategic communications<br />
plan. Our top services include:<br />
Baseline Assessment:<br />
Immediately following the kick-off meeting, <strong>IGS</strong> started the research process. First the team<br />
worked with the Contracting Officer Representative (COR) to schedule one-on-one interviews<br />
with five CSOSA executives, including the director of the agency. <strong>IGS</strong> created an online internal<br />
assessment questionnaire and sent it to all CSOSA employees. <strong>IGS</strong> then scheduled three focus<br />
groups for staff and one focus group for CSOSA’s community partners. Each staff group consisted<br />
of five to eight employees from frontline staff to mid-level managers. Participants were asked a<br />
series of strategic questions that revealed valuable insights into both internal and external communication<br />
and perceptions of CSOSA throughout the agency and among key stakeholders. Interview<br />
findings were used to support market research that was conducted to identify gaps and<br />
areas of opportunity for CSOSA. Barriers with the potential to impede future adoption of CSO-<br />
SA messaging and outreach efforts were also identified during this process for further reference<br />
during the strategic communication plan development phase. Data was consolidated into a comprehensive<br />
report and presented in-person by the <strong>IGS</strong> team to the COR and CSOSA leadership.<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 28
Strategic Communications Plan Development:<br />
Upon compiling and analyzing results from the baseline assessment, <strong>IGS</strong> developed a customized<br />
strategic communications plan inclusive of a public plan, media plan, and crisis and emergency<br />
plan. Our team also created CSOSA’s inaugural social media plan and launched their first<br />
Twitter, Facebook, Linkedin, and Snapchat accounts engaging regional and national stakeholders<br />
including: ex-offenders, community partners, the uninformed public, media, law enforcement<br />
and criminal justice thought leaders, and government influencers. In addition to the aforementioned<br />
plans, <strong>IGS</strong> is also developing a stakeholder outreach and internal communications<br />
plan for CSOSA.<br />
Content Creation and Branding:<br />
In addition to rehauling CSOSA’s existing communication and outreach efforts, <strong>IGS</strong> developed<br />
new branding and messaging and is working on developing branding guidelines for the agency.<br />
<strong>IGS</strong> is also working on redeveloping the agency’s intranet site and new website. The following<br />
collateral will also be completed throughout the execution of the project: a TV set, promotional<br />
videos, social media graphics, ads, one-sheets, event posters, infographics, fact sheet templates,<br />
flyer templates, PowerPoint templates, brochure templates, an annual report, internal letterhead,<br />
and business cards.<br />
Work Examples:<br />
Concept B - Effective, and Fully-Human<br />
One Sheet<br />
Facebook Internal Page<br />
Metro Billboard (Portrait)<br />
Concept D - “My Sentence Is Who I Was, This Is Who I Am” Ads<br />
Concept C - Effective, Human and Accountable<br />
Presented by:<br />
Isom Global Strategies<br />
DC· New York · Atlanta<br />
www.isomglobal.com<br />
Contact:<br />
Towan Isom<br />
202.841.9443<br />
towan@isomglobal.com<br />
Presented by:<br />
Isom Global Strategies<br />
DC· New York · Atlanta<br />
www.isomglobal.com<br />
Contact:<br />
Towan Isom<br />
202.841.9443<br />
towan@isomglobal.com<br />
Metro Billboard (Landscape)<br />
Facebook Internal Page<br />
One Sheet<br />
Twitter Internal Page<br />
Presented by:<br />
Isom Global Strategies<br />
DC· New York · Atlanta<br />
www.isomglobal.com<br />
Contact:<br />
Towan Isom<br />
202.841.9443<br />
towan@isomglobal.com<br />
Presented by:<br />
Isom Global Strategies<br />
DC· New York · Atlanta<br />
www.isomglobal.com<br />
Contact:<br />
Towan Isom<br />
202.841.9443<br />
towan@isomglobal.com<br />
Proprietary and Confidential. This proposal response includes data that shall not be disclosed outside of <strong>Industrial</strong> <strong>Bank</strong>, and shall not be<br />
duplicated, used, or disclosed — in whole or in part — for any purpose other than to evaluate this response. 29