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29 Years of Developing Excellence in BBB Management

Presenters:

SEO - Troy Teeples John Manes Rick Smith Doug Tanner

2010 Economic Outlook - Michael R Melby

Growing your BBB Foundation - Claire Rosenweig Dana Badgerow Ran Hoth Kip Morse John Riggins

Redeveloping Reliability Reports - Kip Morse

Establishing Key Performance Indicators - Bob Cartwright, SPHR

Phoe-Mix Meeting AgendaDoubleTree Guest Suites

320 44th StreetPhoenix, AZ 85008

602-225-0500

Doubletree.hilton.com/Phoenix

Your Phoe-Mix Planning Committee:Kathleen Calligan, BBB Nashville, TN Phoe-Mix Meeting Coordinator

Lynda Pasacreta, BBB Vancouver Margaret Perez, BBB El Paso Phoe-Mix Program Co-Chairs

Michael Clayton, BBB Beaumont, TX Master of Ceremonies

Jocile Ehrlich, BBB Cincinnati Scholarship / Small Group Coordinator

Dave Buckley, BBB Kansas City Phoe-Mix Memorial Golf Classic Coordinator

Your Phoe-Mix Committee Welcomes First Time Attendees: Barry Baim, Calgary

Dana Badgerow, St. Paul

Nancy Cahalen, Worcester

Jo Ann Deal, Monroe

Kevin Hinterberger, Greensboro

Monica Horton, Wichita Falls

Mechele Mills, Tyler

Bill Thomas, Indianapolis

Your Phoe-Mix Committee WelcomesVendor Attendees:

Bob Hurdman, Hurdman Communications Steve Nevins, Adeptis Troy Teeples, Hurdman Communications

2010 Phoe-Mix Scholarship:Each year a successful Legends Golf Classic funds the PhoeMix Scholarship Program.

This annual scholarship assists CEOs with the travel, lodging & related costs associated with attending PhoeMix.

Attendees Phoe-Mix 2010Bob Andrew, DuPont

Barry Baim, Calgary **

Kathy Barrett, Greenville

Angie Barnett, Baltimore

Steve Bernas, Chicago

David Buckley, Kansas City

Dana Badgerow, St. Paul **

Nancy Cahalen, Worcester **

Kathleen Calligan, Nashville

Chris Coleman, Des Moines

Nora Carpenter, CBBB

Michelle Corey, St. Louis

Steve Cox, CBBB

Nan Campbell, Lubbock

Michael Clayton, Beaumont

Rick Copelan, Santa Barbara

Jan Delaney, London

Jo Ann Deal, Monroe **

Jocile Ehrlich, Cincinnati

Dick Eppstein, ,Toledo

Matt Fehling, Phoenix

Andy Fisher, Shreveport

Thomas Gallagher, Richmond

Kathy Graham, Myrtle Beach

Jim Hegarty, Omaha

Kevin Hinterberger, Greensboro **

Randy Hutchinson, Memphis

Monica Horton, Wichita Falls **

Ran Hoth, Milwaukee

Carrie Hurt, Austin

Tim Johnston, Reno

Dwight Kealoha, Hawaii

Chris Lawrence, Edmonton

Mechele Mills, Tyler **

Bill Mitchell, Colton

Kip Morse, Columbus

Jay Newman, Dallas

John North, Dayton

Donna Oe, Idaho Falls

Gene O’Neil, Oakland

Lynda Pasacreta, Vancouver

Mike Paris, Canton

Margaret Perez, El Paso

David Polino, Buffalo

Trish Powell, Midland

John Riggins, Fort Worth

Janet Robb, Little Rock

Pat Rose, Youngstown

Claire Rosenzweig,, New York

Kim States, Tucson

Bob Shomphe, Concord

David Smitherman, Birmingham

Rosalind Scott, Vancouver Island

Jerry Shipman, Albuquerque

Jim Stalls, Baton Rouge

Bill Thomas, Indianapolis

Frank Whitney, Stockton

Neil Winget, Lima

Norman Wright, Pensacola

** First Time Attendees

Toolkit for

BBB CEOs... in a wired world

2010 Scholarships: Nancy Cahalen Jo Ann Deal

Monica Horton Trish Powell

wireless

Phoe-Mix Meeting Agenda

Sunday, February 14thWelcome to Phoe-Mix 2010

6:00pm Registration at the Courtyard Pavilion Wine & Beer Bar hosted by Steve Nevins, Adeptis

6:30pm Legends Golf Awards, Dave Buckley7:00pm “Sweetheart” of a Welcome Dinner

Tuesday, February 16th6:00-8:30 Complimentary All American Breakfast Buffet

9:00 am Highlights from Small Group Discussions - Topic 1

9:30 am Growing your BBB Foundation Claire Rosenzweig, CEO, BBB New York Panel: Dana Badgerow, Ran Hoth, Kip Morse, John Riggins

10:45 am Break

11:00 am The Myers Award, Kathleen Calligan BBBU, Ron Graham

12:15 pm Group Lunch in the Courtyard

1:15 pm Redeveloping Reliability Reports Kip Morse, Web Advisory Group

2:15 pm Break

2:30 pm Small Groups — Topic 2 • Staff compensation rewards & recognitions • CEO/Staff Retirement Plans

4:30 pm Adjourn

6:15 pm New CEO Attendee Dinner at the DoubleTree with Phoe-Mix Planning Committee

Enjoy your evening in Phoenix

Wednesday, February 17th6:00-8:30 Complimentary All American Breakfast Buffet

9:00 am Highlights from Small Group Discussions - Topics 1 & 2

9:45 am Phoe-Mix 2010 Program Wrap-Up Kathleen Calligan & Michael Clayton

10:45 am Break

10:15-11:45 Establishing Key Performance Indicators Bob Cartwright, SPHR Intelligent Compensation, LLC, Austin, Texas

12:30 pm Adjourn Phoe-Mix 2010 Box Lunch

Safe Travels Home

Monday, February 15th6:00-8:30 Complimentary All American Breakfast Buffet

9:00 am Welcome to Phoe-Mix 2010 Michael Clayton, Program MC

9:30 am Greetings Phoe-Mix 2010 Attendees Steve Cox, President, CBBB

10:15 am Break

10:30 am Search Engine Optimization Troy Teeples, Hurdman Communications Panel: John Manes, Rick Smith, Doug Tanner

12:00 noon Working Lunch with Michael R Melby Pres./CEO, CUE Financial Group “One More Time with Feeling — 2010 Economic Outlook”

1:30 pm Break

2:00 pm Small Groups - Topic 1 How is your BBB surviving the down economy? Best Practices

4:00 pm Adjourn

4:15 pm Hurdman Vendor Meeting (site tba)

5:15 pm Happy Hour in the DoubleTree Belvedere Bar

Join a group and enjoy dinner in Phoenix