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Florida Retailing: Our Communities...Our Commitments

2009/2010 State oF FloRida Retailing RepoRt

annUal RepoRt

Leadership’s Message 1

Key Executive Leaders 2

Florida Retailing: Our Communities…Our Commitments 4

Our Headquarters: Gallie’s Hall 7

Team Retail: Advocacy, Intervention and Political Activities 8HighlightsPolitical ActionVoter Education: Florida Mainstreet MerchantsOrdinanceWatch™

Florida Retail Foundation 10

Florida Retail Masters Chairman’s Circle

Retail Councils 12

Florida Chain Drug CouncilGrocery CouncilHome Furnishings CouncilHuman Resources CouncilQuick Service Restaurant CouncilRetail Beverage CouncilSustainability Council

2010 Board of Directors 13

Industry Awards: Committed to Excellence 14

Meetings and Networking 16

Outreach 17

Membership and Member Services 18

Florida Bankcard Solutions 19

Florida Retail Federation Services, Inc.

Florida Retail Federation Self Insurers Fund 20

Team Retail Professional Staff 21

table of Contents

on tHe CoVeR

left column (from the top):

A student in Fort Myers shows off the new backpack he received through the office depot Foundation’s National Backpack Program. office depot has donated more than 2 million backpacks since the program’s inception in 2001. In 2009, the Office Depot Foundation donated approximately 47,750 backpacks in Florida and more than 175,000 within the state since 2006.

Since 1994, petSmart Charities has provided more than $109 million in grants and programs benefiting animal welfare organizations and, through its in-store adoption program, helped save the lives of more than 4 million pets. PetSmart Charities, Inc., is an independent, nonprofit 501(c)(3) organization that creates and supports programs that save the lives of homeless pets, raise awareness of companion animal welfare issues, and promote healthy relationships between people and pets. petSmart, inc., is the largest specialty retailer of services and solutions for the lifetime needs of pets, operating more than 1,149 pet stores in the United States and Canada.

Retailers support numerous health programs. Chico’s FaS, inc., CEO Dave Dyer (left) and Chico’s Brand President Cinny Murray (second from right) present American Heart Association representatives a check for $200,000 in May 2009, representing the net proceeds from the retailer’s specially designed “Heartfelt Pin.” Chico’s FAS, Inc., is headquartered in Fort Myers.

Children from Hope’s Children’s Home in Tampa enjoy personalized holiday gift bags courtesy of Best Buy. In fiscal year 2009, Best Buy donated a combined $33.4 million to improve the vitality of the communities where its employees and customers live and work. In Florida specifically, Best Buy donated more than $290,000 through its Tag Team Award Program (employee volunteerism); New Store Opening Donations and its Community Grant Program; $88,500 in scholarships; and 29 awards totaling $143,000 through Best Buy’s Teach award program.

top Right:Showing its heart for art, target partners with the Orlando Repertory Theatre (The REP) each year to sponsor a 10-day target Family theatre Festival. In 2009, more than 3,000 people, including those pictured, enjoyed the opening day celebration. Target gives 5 percent of its income to communities, which amounts to more than $3 million every week! In Florida, Target gave back nearly $5 million in 2009, which included grants and scholarships, field trips, and book donations to schools.

Bottom Right:Many retailers support Habitat for Humanity, including Hard Rock international. Their employees also contribute to worthy causes that include the Susan G. Komen Race for the Cure to raise awareness and funds for breast cancer research and treatment and Tampa’s “Paint Your Heart Out.” Each December, hundreds of children are hosted for a special lunch at the Orlando Hard Rock Café where they meet Santa and receive a gift.

about the Florida Retail FederationThe Florida Retail Federation (FRF) is the statewide trade association that represents retailers on a wide range of issues before Florida’s Legislature and regulatory agencies. The association also provides cost-saving and profit-boosting services to Florida businesses. FRF is the advocate of the state’s most important industry — retail-ing — and has served as The Voice of Florida Retailing since its establishment in 1937.

FloRida Retail FedeRation | 1

Florida Retailing: Our Communities…Our Commitments

With 2009 well behind us and 2010 looking more favorable each day, we aren’t ready to collec-tively sigh with relief, but are encouraged by signs that the economic recovery is underway.

In spite of the many financial challenges of the past several years — and the many that still lay ahead — one of the things about our industry of which we are particularly proud is the generosity and commitment of retailers to the communities they serve. Think of how many times you’ve come across a collection jar on a checkout counter to benefit a current worthy cause. Or the number of young folks you see sporting team shirts emblazoned with a retail company’s name. Retailers, too, usually top the “call” list when it comes to seeking donations for auction baskets or raffle prizes. As is often the case, whenever possible, retailers lend a hand.

For many retailers, be it single-store operators or international chains, giving back is part of their companies’ philosophy and culture. From the smallest of gestures to well-funded, multi-million dollar foundations, retailers make a positive difference in people’s lives every day. Coupled with the impact of employment, wages paid, and taxes collected and remitted, retailing in Florida is indeed an impressive force.

Through this report, we wanted to share just a few of the ways retailers are committed to their communities and spreading goodwill. We know that many other retailers besides those specifically mentioned make considerable contri-butions as well, and for this Florida is truly a better place. Whether it’s sponsoring public service health campaigns, renovating a school library, mentoring, or raising funds for disaster relief, retailers are front and center.

When it comes to uniting our industry’s voice before Florida’s lawmakers and others, the Florida Retail Federation is front and center as well. We remain committed to the roots established by the association’s founders in 1937 of pro-moting a healthy, pro-business environment. We are also committed to offering cost-saving, profit-boosting services and programs from which all of our members can benefit.

In addition to information on community commitment, details about our activities that support FRF’s mission are found within this report. Most notably, as our state’s revenue shortfalls persist and the Florida legislature and others seek new funding sources, we remain staunch advocates for our industry. This includes promoting a reprieve in unemploy-ment compensation tax increases, defending public and private consumers against exorbitant rate increases by Florida’s major utility companies, and championing the return of the back-to-school sales tax holiday.

On our services side, in addition to our established hallmark programs, we’ve expanded our Outreach efforts through Webinar seminars that appeal to novice retailers and veterans alike and are developing a Human Resources Council and online retail career center. We continue to provide weekly video-on-demand updates through the Legislative Session and at other times throughout the year to keep you “in the know.” You can view them at our Web site at www.frf.org. While you’re online, we encourage you to check out President McAllister’s political Civility column, which provides a forum to discuss political happenings and public servants in a manner that displays courtesy and civility.

The past year marked a particularly exciting occurrence with the purchase of gallie’s Hall which, bar none, is the most strategically located private office space in the state’s capital. While this has been FRF’s headquarters since 1982, we are pleased to now call it our permanent home.

please review the information provided, discover areas where we can help or areas where you’d like to get involved, and then contact us. As always, we appreciate the opportunity to represent Florida retailing and, through your member-ship, appreciate the opportunity to help you reach your business goals. We are working for you everyday…committed to Florida’s retail community…and steadfastly remain...yours in retailing.

Richard A. McAllister

Daniel J. Doyle Debbie Harvey Richard A. McAllisterChairman of the Board Chairman, Executive Committee President and CEOBeall’s, Inc. Ron Jon Surf Shop Florida Retail FederationBradenton, FL Cocoa Beach, FL

Daniel J. Doyle

Debbie Harvey

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Key executive leaders

FRF’s talented executive Committee is committed to providing outstanding leadership for our association and our industry. In addition to the officers pictured here, FRF’s Executive Committee includes: Dean Elliott, Dillard’s, Inc., Little Rock, AR; Victor Gavalas, Nic’s Toggery, Tallahassee; M. Clayton Hollis, Jr., Publix Super Markets, Inc., Lakeland; Tom Petrillo, The Salon People, St. Petersburg; and Charles R. Wintz, CPA, Advisory Member, Jacksonville.

“As a member since 1965, Beall’s is proud of its long-standing, active relationship with the Florida Retail Federation and our contributions over the years. We have grown with Florida, from our roots as a Main Street dry goods store in Bradenton in 1915 to the present, with our name brand and unique Florida lifestyle clothing, accessories, and décor at Beall’s and the off-price powerhouse that is Beall’s Outlet. I’m honored to represent our corporation on the board of an association equally rich in Florida history and dedicated to the needs of our industry.”

Mr. Doyle is senior vice president of Beall’s, inc., a Bradenton headquartered retailer that operates 326 stores in our state, employing approximately 8,500 Floridians. Since 1987, numer-ous Floridians have benefited from the generosity of the R. M. Beall, Sr. Foundation, including 531 Florida students who have received more than $2.7 million in college scholarships.

“After nearly 50 years of business in Florida, Ron Jon Surf Shop appreciates the importance of retail in the state’s economy. Our participation in the FRF allows us the opportunity to work closely with other retailers in our industry to promote a strong business environment.”

Ms. Harvey is president and COO of Ron Jon Surf Shop head-quartered in Cocoa Beach along with its flagship store. Ron Jon Surf Shop has become an icon of the surf, beach and active lifestyle now employing 300 staff members through their six stores in Florida and Surf Grill restaurant. They also license their brand for stores in Florida airports, a resort and a surf school. Ron Jon Surf Shop has a long history of contributing to the com-munity through monetary donations and employee volunteer activities. Over the years, Ron Jon has supported United Way of Brevard, Brevard Schools Foundation, Make A Wish Founda-tion, American Cancer Society and many other local organiza-tions.

Chairman of the Boardexecutive Committee Chairman

Daniel J. Doyle Debbie Harvey


“With my years in retail, working 29 years at Belk-Lindsey stores and 17 years building the S & J Sports organization, I know the importance of having an organization like the Florida Retail Federation repre-senting us and looking after our best interests.”

Mr. Fortin is CEO of the Lakeland-based S & J Sports, which owns 28 Play It Again Sports stores in Florida and employs ap-proximately 170 people. play it again Sports buys and sells new and used sports equipment. Customers can recycle and create their own discount by trading in their used equipment for new. All stores are deeply involved in their communities and sponsor hundreds of sports teams across Florida. The company contrib-utes to many local charities. They also funded and helped build a Habitat for Humanity home last year.

“With more than 150 years of retailing in America, Macy’s, Inc., has become recognized as one of the country’s leading retailers. With Florida roots of over 100 years, I am proud to continue our more than 50-year relationship with the FRF, during which time our executives have held numerous leadership positions.”

Mr. Imbrone is vice president of legislative affairs for Macy’s, inc., based in Miami. Macy’s stores and macys.com offer distinctive assortments including the most desired family of exclusive and fashion brands for him, her and home. Macy’s is known for such epic events as Macy’s 4th of July Fireworks® and the Macy’s Thanksgiving Day Parade®. Macy’s helps strengthen communities by supporting local and national charities that make a difference in the lives of its customers. Since 1989, Macy’s has sponsored the state-run Teacher of the Year program. Each year the Macy’s Foundation contributes $100,000 to directly reward teacher excellence in Florida. The gift is one of the single largest corporate cash contributions to Florida public schools.

Vice Chairman treasurer

Paul Imbrone W.R. “Sandy” Fortin

Retailers contribute to fun, wholesome activities in their communities.

With the support of the office depot Foundation, hundreds of Delray Beach middle school students vol-unteered to help with building the city’s well-known 100-foot Christmas tree for the third consecutive year.

Retailers are also committed to education and youth. One of the Office Depot Foundation’s initiatives is its Dream UP Career Exploration Program, which is encouraging 30,000 middle school students to start thinking about career options well before high school — an important dropout prevention strategy.

Be it a collection jar on a checkout counter or a foundation directing millions of dollars in contributions annually, retailers are committed to the betterment of the communities they serve and the world in which we live. as partners and fellow citizens, they donate millions of dollars, merchandise and thousands of hours of people power toward goodwill endeavors each year. the philosophy of giving back and making a difference is woven into the culture of retailers both large and small, putting them at the forefront of community giving.

Our Communities…Our Commitments

CVS Caremark All Kids Can, a program of the CVS Caremark Charitable Trust and supported by CVS Caremark, is a five-year, $25 million commitment to making life easier for children with disabilities. Through this signature program, CVS Caremark and the Trust supports nonprofit organizations that provide innovative programs and services focused on helping children with disabilities to learn, play, and succeed in life. The goals of All Kids Can are to raise awareness in schools and in local communities about the importance of inclusion; build barrier-free playgrounds so children of all abilities can play side-by-side; and provide medical rehabilitation and related services to children with disabilities. CVS Caremark and the Trust have provided support for 11 fully accessible playgrounds in Florida, such as the one pictured here in Lauderdale Lakes, through a partnership with Boundless Playgrounds.

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through the paint Your Heart out program, retailers, including these Badcock Home Furniture & more employees in lakeland, lend a hand to elderly community members whose homes would benefit from a fresh coat of paint. A few of Badcock Corporation’s additional outreach efforts include working cooperatively with the Polk County Health Department to serve as a host site for community members to receive free H1N1 vac-cines, providing scholarships to deserving students, and longstanding, generous support of the Southern Scholarship Foundation.

throughout history, retailers have shown appreciation and commitment to america’s military and their families, whose sacrifices do not go unnoticed. Over the 2009 Fourth of July holiday, Sweetbay Supermarket partnered with local communities for a storewide initiative, Call Out for Coffee, to deliver over 1,000 pounds of coffee to troops overseas. The Tampa-based company also contributes significantly to fight hunger with a storewide food bank part-nership and a $100,000 donation to Feeding America (formerly America’s Second Harvest). Most recently, the company provided financial assistance to American Red Cross’ International Response Fund for Haiti, with a regis-ter campaign and corporate donation totaling more than $200,000 in only two weeks.

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through their stores and foundations, retailers are committed to helping feed those in need. Whether it’s pitching in to help deliver Meals on Wheels, volunteering at a local charitable organization, donating products, or transportation, retailers’ are making an impact in their own communities and abroad.

From museums to street fairs to performance events, communities

are enriched by retailers’ patron-age of the arts. Publix Super Mar-

kets Charities supports The Florida Dance Theatre in Lakeland, Florida. It is just one of a host of the Lakeland-based organization’s goodwill that includes: Haiti earthquake relief with more than $4 million donated to date by customers and associates; $38.3 million in 2009 to local United Way agencies; and $2.5 million for its Food for All register program in 2009.


Yum! Chief Legal Counsel Chris Campbell (left) and Yum! Chief Executive Officer David Novak work with The Neighborhood House staff to prepare meals for those in need. YUM!, a global food company based in Louisville, KY, provides financial support to charities worldwide and creates an impact by making food accessible to the less fortunate throughout the world.

In 2009, Walmart and Sam’s Club food donation program provided more than 115 million pounds of fresh produce, meat and other nutritious foods to U.S. food banks. Recently, the Walmart Foundation donated 35 fully stocked refrigerated trucks to Feeding America food banks. Feeding America, the nation’s largest hunger-relief charity, estimates that the trucks will enable the food banks to transport up to 52.2 million pounds of food, the equivalent of 41 million additional meals, per year. In 2008, Walmart , Sam’s Club, and the Walmart Foundation gave more than $14.2 million in cash and in-kind donations to local organizations and communities they serve in Florida.

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Welcome Home, Florida Retailers!

The members of the Florida Retail Federation now have a permanent home in Gallie’s Hall thanks to its recent purchase of this Tallahassee landmark at the corner of South Adams and East Jefferson Streets. Completed in 1874, the Gallie / Munro Opera house was important culturally and socially in the community. The building, listed on the National Register of Historic Places, became the home of the Florida Retail Federation in February 1982. Since that time, FRF has reestablished the tradition of Gallie’s Hall as a prominent focal point and convenient meeting and gathering place. Like the Florida Retail Federation, Gallie’s Hall, which is just steps from Florida’s Capitol building, will continue to be an important part of Florida retailing and its history.

Gallie’s Hall, February 1892 Courtesy of the State Archives of Florida


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More than 70 years ago, concerned Florida retailers made a commitment to the state’s retail community by founding the Florida Retail Federation. The focus - to represent the retail perspective before the state legislature – remains at the association’s core.

“With issues that amount to billions of dollars at stake for our industry each year, it’s critical that we remain diligent year-round to ensure retail interests remain at the forefront,” says Randy Miller, FRF’s executive vice president and Advocacy, Intervention, and Political Team (AIP) leader. “Particularly during these challenging times, our proactive, solutions-based approach on legisla-tive, political, and regulatory concerns remains paramount to our success.”

Whether it’s a retailer who owns and operates a single store or that of a global chain, no other state business association is more qualified or experienced to serve Florida’s retailing industry because no other group has retailers as its priority. Despite continued shortfalls in the state budget, FRF achieved success and relief for retailers during 2009 and into 2010 that continue to help move the economic recovery forward, including: UU preserving workers’ compensation reforms, initially

enacted in 2003, which resulted in a 60 percent reduction in workers’ compensation insurance rates;

UU returning the burden of proof in Slip and Fall cases back to the plaintiff versus the defendant;

UU successfully defending public and private consumers against exorbitant rate increases by Florida’s major utility companies; and

UU an opening day 2010 Legislative Session victory averting a $1.3 billion unemployment compensation tax increase for this year, or saving employers ap-proximately $75 per employee.

Among numerous other activities, the AIP Team: monitors Florida public Service Commission activities and provides a retail-customized monthly report on FRF’s Web site; promotes healthcare pricing transpar-ency through the HealthCHeCK Coalition, of which FRF was a founder; works cooperatively in times of disaster to provide a direct link between retailers and the State emergency Response team through the team Retail emergency preparedness network; and works coop-eratively with various state agencies and organizations on issues that include environmental and sustainability concerns as well as food safety.

“We are appreciative of those legislators who are mind-ful of retail concerns and who recognize the importance of our industry to the overall economic health of our state,” says Miller. “We encourage our members to check the FRF Web site frequently for updates on our activities. Regard-less of what victories we achieve, we will never rest on our laurels but continue to work cooperatively with our members and like-minded organiza-tions and be ever watchful to ensure that The Voice of Florida Retailing is heard.”

team Retail: advocacy, intervention, political activities

FRF’s full-time professional lobbying team, pictured in the Capitol, are (from left): Samantha Hunter Padgett, deputy general counsel, governmental affairs; John A. Rogers, Jr., senior vice president and general counsel; Richard A. McAllister, president and CEO; Sally West, director, government affairs; and Randy Miller, executive vice president.

Florida Speaker of the House Larry Cretul (R-Orlando) (from left) speaks with FRF President and CEO Rick McAllister; Casey Cesnovar, Walgreen Co., Deerfield, IL; and Marlin Hutchins, Walgreen Co., Orlando, before a presentation to FRF members during 2010’s Retail Days at the Capitol.

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Make a difference on issues that impact your business! Become an active retail industry advocate by joining the team Retail action network, FRF’s grassroots member network. Call FRF toll-free at 1.888.FL.RETAIL (357.3824).


political actionA key component of FRF’s

aggressive, comprehensive governmental advocacy initia-

tives is advancing a pro-business agenda by actively supporting business-friendly candi-dates running for the state legislature. The primary focus of political activity throughout 2009 and 2010 leads to this November’s general election during which all 120 House seats are up for vote as well as 23 of the 40 Senate seats. From conducting numerous candidate interviews to help determine which contenders might best reflect a pro-business philosophy to providing in-kind and financial support to fostering grassroots programs, the AIP Team and retail industry continue to expand their influence in the political arena.

“We’re especially appreciative of our members who provide financial support,” says Sally West, FRF director of government affairs. “We’re also encouraged by the growth of our grassroots efforts through the Team Retail Action Network as our member companies and their employees become engaged in both the political and legislative processes, contacting their legislators on key retail issues during critical times throughout the session.”

As of February 15, 2010, the team Retail action network has made direct and in-kind contributions of more than $332,000 toward the two-year election cycle. This includes support for 36 House candidates and 16 Sen-ate candidates.

FRF is well positioned to continue its support of candidates who understand the retail industry’s concerns. FRF’s committees of continuous existence, chartered to make direct financial contributions to state legisla-tive candidates, all under the team Retail brand, are: UU FRF Political Action Committee (PAC)UU FRF Retailers and Merchants PACUU FRF Beverage PACUU FRF Merchants PACUU FRF General Retailer PACUU FRF Specialty Retailer PACUU FRF Pharmacy Council PACUU FRF Home Furnishings PACUU FRF Grocery Council PACUU FRF Quick Service Restaurant PAC


“OrdinanceWatch™ has been a valuable tool for Publix. With over 700 stores in Florida, it has helped us manage local issues ranging from ephedrine sales and fertilizer bans, to Sunday sales of alcohol, to the timing of projects to advance knowledge in reductions of certain impact fees. Re-ceiving timely information is critical to Publix, and OrdinanceWatch™ allows us to proactively address those issues impacting our company.”

JaMeS leCKeY, diReCtoR oF Real eState opeRationS and MiCHael MitCHell, diReCtoR oF goVeRnMent RelationSpUBlix SUpeR MaRKetS, inC.laKeland

What Our Members Say...

The value of ordinanceWatch™, introduced in 2003, has evolved in recent years. In addition to monitoring thousands of local government issues, FRF and the OrdinanceWatch™ coalition have been able to pass statewide preemptions on some of the most caustic proposals. Over the last several years, OrdinanceWatch™, which monitors a wide range of issues in all 67 coun-ties in Florida and 115 municipalities, reported on issues that could have cost retailers hundreds of thousands of dollars to comply.

“Preventing these local government initiatives from passing was only a first step because in many cases, the language of the ordinances started spreading to other local governments,” says Juliet Fogarty, OrdinanceWatch™ director. “As a result, FRF worked to pass statewide legislation that pre-vented local governments from passing their own nuanced rules, which would have forced retailers to submit to unfunded mandates and required those working in multiple jurisdictions to develop multiple operational plans.”

For example, in the summer of 2008, an ordinance emerged that would have required retailers to set up parking lot surveillance and make the recorded footage available to law enforcement. This unfunded mandate was defeated by the OrdinanceWatch™ coalition. FRF worked with the legislature on language and in June 2009 governor Charlie Crist signed Senate Bill 360, which preempts local governments from forcing retailers to provide surveil-lance services.

Members can sign up for free ordinanceWatch™ email subscriptions by contacting Juliet Fogarty at [email protected] or 1.888.Fl.Retail (357.3824).

Voter education An affiliate of FRF,

Florida Mainstreet Merchants (FMM) is an electioneering communications organiza-tion founded in 2003 and designed to ensure Florida’s voters are well informed on legislative issues and candidates’ positions. Activities for both 2009 and 2010 continue to focus on the upcoming November general election. FMM’s team of political experts conducts extensive statewide research to identify candidate profiles and their policy positions. The team then works closely with FMM supporters on the messages delivered directly to voters through various communication tools including electronic media, direct mail and phone banks. FMM operates independent of direction from any campaigns and doesn’t directly endorse candidates or support them for election.

For the 2009-2010 election cycle, FRF and its members have so far supported the work of FMM with financial contributions of more than $135,000. Supporters may make unlimited contributions to FMM from either personal or corporate accounts as well as from political action committees and committees of continuous existence.

the Florida Retail Foundation enhances and supports the state’s retail industry and the Florida Retail Federation through leadership development, training, research and education.

The Florida Retail Masters program, created in 2005 and sponsored by the Florida Retail Foundation, is a dynamic lead-ership development program designed exclusively for up-and-coming retail executives.

“With continued sophistication of retailing and the expanding global marketplace, it has become increasingly important to cultivate future retail leaders who are well grounded in the numerous aspects that affect our industry,” says John Rogers, FRF’s senior vice president and gen-eral counsel. “Florida Retail Masters participants gain the knowledge, experience, personal and professional skills, and connections they need to help position themselves and their companies for continued success.” Rogers serves as the Foundation’s team leader and Retail Masters manager.

The program benefits retailers working in all sizes and types of businesses, from family-owned proprietorships to interna-tional chains. Candidates are selected based on commitment and motivation, leadership potential and the support of their sponsor-ing business or organization. Each month, from January through June, class members attend a three-day session held in a different locations throughout the state during which they learn from some of the most eminent minds in retailing and leadership. Topics range from demographics and marketing to Florida’s varied cultures, the economy, government and political affairs, career development, and motivation. All sessions include team building activities and a special “Retail Road Trip.”

To ensure a high-yielding, enriching experience, FRF partnered with strategic management consultants Catch Your limit to develop the Retail Masters program. The company helps coordinate the professional development and leadership components of the cur-riculum.

The five Retail Masters teams of graduates continue to promote the retail industry and stay connected through the Retail Masters alumni network. Each graduating class is given the opportunity to launch a legacy project which, to date, has addressed the perception of retailing as a career choice, and different aspects of leadership.

“The Retail Masters program provides an excellent opportunity for retailers to recognize and reward key employees while preparing them for future leadership roles in their companies,” says Rogers. “The program’s value is reflected in the success of its graduates, with more than one in three participants receiving a promotion after completing the curriculum.”

For more information about the Florida Retail Masters program, visit www.frf.org or call 1.888.Fl.Retail (357.3824).

Florida Retail Masters: Committed to Future Leaders

The mission of Florida Retail Masters is to broaden participants’ understanding of retailing in Florida, encourage strong leadership skills, develop understanding of Florida’s economic climate and the role retailing plays in Florida’s economy, and create a lifetime network of business associates.

Jeff BialczakWalgreen Co.Fort Lauderdale

David CurreyPublix Super Markets, Inc.Winter Park

Judd GuiceWalmart Stores, Inc.Tallahassee

Andrew HarwoodChico’s FAS, Inc. Fort Myers

Florida Retail Masters Class of 2009

Creating the Leadership for Florida’s Retail Future

FRF is appreciative of the retail companies that support Retail Masters. Congratulations to the 2009 Florida Retail Masters graduates!“The Retail Masters program

heightened my awareness of the connection between government and its impact on our industry. This has inspired me to become more aware and proactive on

local government issues and encourage others to do so. Even though many classmates are also competitors, the camaraderie is extremely beneficial in that, as retailers, we face similar issues and understand each others’ challenges. I highly recommend the Retail Masters program!”

—patrick Helm, Store Manager, publix Super Markets, inc., Clearwater

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the Florida Retail Foundation enhances and supports the state’s retail industry and the Florida Retail Federation through leadership development, training, research and education.

Florida Retail Masters: Committed to Future Leaders

The mission of Florida Retail Masters is to broaden participants’ understanding of retailing in Florida, encourage strong leadership skills, develop understanding of Florida’s economic climate and the role retailing plays in Florida’s economy, and create a lifetime network of business associates.

Jeff BialczakWalgreen Co.Fort Lauderdale

David CurreyPublix Super Markets, Inc.Winter Park

Judd GuiceWalmart Stores, Inc.Tallahassee

Andrew HarwoodChico’s FAS, Inc. Fort Myers

Patrick HelmPublix Super Markets, Inc.Clearwater

Richard JonesTargetWesley Chapel

Tom PerkinsABC Fine Wine & SpiritsOrlando

Rory EggersForemost Beverage GroupOrange Park

Michael MooreCVS CaremarkGainesville

Dave SedlakWalgreen Co.Orlando

John ShepardCarpet One Floor & HomePanama City

Michelle SkorzewskiRon Jon Surf ShopCocoa Beach

Walt GrossmanWinn-Dixie Stores, Inc.Pompano Beach

Tracy StoneSweetbay SupermarketTampa

Bill WebsterBeall’s, Inc.Bradenton

Florida Retail Masters Class of 2009

The 2009 Class of Florida Retail Masters was honored June 24 during a special graduation ceremony at FRF’s Mid-Year Meeting in Orlando.

FRF is appreciative of the retail companies that support Retail Masters. Congratulations to the 2009 Florida Retail Masters graduates!

Chairman’s Circle The Florida Retail Foundation

Chairman’s Circle is a special group of organizations that understands the significant value of the retail industry to Florida’s economy as well as to their own operations.

“From hosting hospitality events at our major meetings to contributing informa-tive, industry-specific presentations, we are very appreciative of our Chairman’s Circle members and their generous support,” says elaine Mann Carpenter, Cae, FRF vice president of membership and operations, and Chairman’s Circle liaison.

By joining the elite Chairman’s Circle, organizations demonstrate support for retailing and special activities of the Florida Retail Foundation. Some of the Chairman’s Circle benefits include: UU special opportunities to market products and services;UU Web site inclusion and recognition in various publications and at FRF meetings; UU one complimentary meeting registration per year; andUU opportunities to network with Florida retail leaders.

For further information about the Chairman’s Circle, contact elaine Mann Carpenter at 1.888.Fl.Retail (357.3824) or visit www.frf.org.

The mission of the Florida Retail Foundation’s Chairman Circle is to partner with the Florida Retail Federation and its members to educate and create mutually beneficial relationships that can enhance the businesses of both the Florida Retail Federation membership and the members of the Chairman’s Circle.

“Since being introduced in 2007, the Chairman’s Circle has grown to become integral partners with FRF’s member companies. The mutually beneficial relationships fostered today bring value and solid networks to create continued success.”

—Jacey Kaps, Chairman , Florida Retail Foundation Chairman’s CirclePartner, Rumberger, Kirk & Caldwell, P.A , Miami

T H E F L O R I D A R E T A I L F O U N D A T I O N I S A P P R E C I A T I V E O F E A C H O F I T S D I S T I N G U I S H E D C H A I R M A N ’ S C I R C L E M E M B E R S .

Chairman’s Circle members Gary Stampfli (left) and Bob Rush from Kold to Go, Thomasville, GA, congratulate Rep. Anitere Flores (R-Miami) upon her recognition as one of FRF’s Legislators of the Year during the 2009 Annual Meeting.

Retail Councils

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This Council represents major chain drug stores that operate in Florida. Among its various issues are Medicaid reim-bursement rates, immuniza-tion authority, and working with law enforcement to inhibit meth production.

Executive Coordinator: FRF Director of Government Affairs Sally West

The Grocery Council supports both small independent gro-cers and large chains. Issues include food safety and pack-aging, among many others.

Executive Coordinator: FRF Senior Vice President and General Counsel John Rogers

This Council is for chain as well as independent furniture store operators in Florida. One of its recent top issues was clarification of sales tax assessments on delivery charges.

Executive Coordinator: FRF Executive Vice President Randy Miller

Designed for “fast food” restaurant industry members, this Council addresses such issues as nutritional content labeling.

Executive Coordinator: FRF President and CEO Rick McAllister

While many issues are significant to the retail industry as a whole, the Councils of the Florida Retail Federation take meeting the needs of its members one step further by focusing on specific retail segments. Through email alerts, calls-to-action, conference calls, occasional face-to-face meetings, and dedicated Council areas on FRF’s Web site, participants stay informed and ready for action. Council participation is open to any FRF member at no additional cost. The six established councils are listed below. A Human Resources Council to address careers in retail-ing and staffing is currently in development.

Participants are members from all sizes and types of business-es who consider environmental and sustainability concerns important. The Council’s mis-sion is to educate individuals, businesses, and government for the purpose of making a tangible positive difference through application of sound sustainable practices.

Executive Coordinator: FRF Deputy General Counsel of Governmental Affairs Samantha Hunter Padgett

The Retail Beverage Council (RBC) represents every type of alcohol beverage retailer, from independent store and bar owners to national chains. The Council is involved in all issues relating to alcoholic beverages, including taxation, underage drinking, and equity among retailers, manufactur-ers, and distributors. An annual highlight is RBC’s dynamic Educational Seminar and Trade Show, which provides unsur-passed industry networking in Florida and allows vendors to showcase their newest prod-ucts and services.

Executive Coordinator: Scott Dick

to join a Council, or for more information, contact FRF at 1.888.Fl.Retail (357.3824) or visit www.frf.org.

SustainabilityCouncil

Enjoying the 2009 RBC Educational Seminar and Trade Show, “Partnering For Success,” are (from left): Bob Kaminski, Republic National Distributing Co., Tampa; Neal Simms, B & S Liquors, Inc., Panama City; RBC Executive Coordinator Scott Dick; Tom White, Republic National Distributing Co., Deerfield Beach; Scott Ashley, Wine & Spirits Distributors of Florida, Tallahassee; Henry Tucker, Southside Package & Lounge, Inc., Jacksonville; Dale Eggers, The Roadhouse, Orange Park; and Scott Wynn, Spirits, Liquor Stores, Winn-Dixie Stores, Inc., Lakeland. Mr. White was honored with “A Retailers True Friend” award for his industry involvement and community service. Mr. Kaminski accepted an Award of Appreciation for event sponsorship on behalf of the Republic National Distributing Co.


2010 Board of directors:Committed to Florida’s Retail Industry

We gratefully acknowledge our 2010 Board of directors and thank them for their leadership and generous contributions to Team Retail and the advancement of The Voice of Florida Retailing.

exeCUtiVe CoMMittee

Daniel J. DoyleChairman of the BoardBeall’s, Inc.Bradenton, FL

Debbie HarveyChairman,

Executive CommitteeRon Jon Surf ShopCocoa Beach, FL

Paul ImbroneVice ChairmanMacy’s Miami, FL

W.R. “Sandy” FortinTreasurerPlay It Again SportsLakeland, FL

Richard A. McAllisterPresident and CEOFlorida Retail FederationTallahassee, FL

at-laRge MeMBeRS oF tHe exeCUtiVe CoMMittee

Dean ElliottDillard’s, Inc.Little Rock, AR

Victor GavalasNic’s ToggeryTallahassee, FL

M. Clayton Hollis, Jr.Publix Super Markets,

Inc.Lakeland, FL

Tom PetrilloThe Salon PeopleSt. Petersburg, FL

adViSoRY MeMBeR oF tHe exeCUtiVe CoMMittee

Charles R. Wintz, CPACharles R. Wintz, CPA, PA Jacksonville, FL

Retail CoUnCil

Keith AndersenRoy’s LiquorsFort Pierce, FL

Steve ArthurStateside Associates/

The Home DepotWashington, DC

Bob AtkinsonChico’s FAS, Inc.Fort Myers, FL

Michael J. AyotteCVS CaremarkRichmond, VA

Wogan Badcock, IIIBadcock Home Furniture

& moreMulberry, FL

Casey CesnovarWalgreen Co.Deerfield, IL

Ken DeHartJCPenneyTallahassee, FL

Jacob DiPietreWalt Disney World Co.Lake Buena Vista, FL

Anika HagensonTarget CorporationMinneapolis, MN

Geoffrey HawkinsPetSmartPhoenix, AZ

Hunt HawkinsStein-MartJacksonville, FL

Mitch KleinBravo SupermarketsWhite Plains, NY

Vickie KunkleHard Rock InternationalOrlando, FL

Luanne E. LenbergSawgrass MillsSunrise, FL

John LoweSea WorldOrlando, FL

Kevin LundyYUM! Brands, Inc.Louisville, KY

Cindi MarsiglioWalmart Stores, Inc.Tallahassee, FL

Bruce MitchellRally Stores, Inc.Clearwater, FL

Rey MontotoKash n’ Karry / Sweetbay

SupermarketsTampa, FL

John MullenOffice DepotDelray Beach, FL

W. Kelly PalmerThe Hayloft, Inc.Fort Myers, FL

Ray PohlmanAuto Zone, Inc.Memphis, TN

Scott ReamsBest BuyTampa, FL

Bob SmithAlbertsons, Inc. Lake Mary, FL

Henry TuckerSouthside Package &

Lounge, Inc.Lakeland, FL

Sam VarnAwards 4 UTallahassee, FL

SenioR adViSoRY CoUnCil

Dr. Susan FioritoFlorida State UniversityTallahassee, FL

Stephen M. KnopikBeall’s, Inc.Bradenton, FL

William Kundrat, Jr.Chairman, FRF/SIF

TrusteesSun City Center, FL

Warren R. McCurrySears Holdings-RetiredKillarney, FL

Nis H. Nissen, IIINissen Advertising, Inc.Lakeland, FL

Thomas S. PetcoffBaron Realty, Inc.Lakeland, FL

Ron SacinoSacino’s FormalwearSt. Petersburg, FL

George SandeferRutherfords, Inc.Palatka, FL

Carol SipeSummitLakeland, FL

Dr. Bart A. WeitzUniversity of Florida,Center for RetailingGainesville, FL

Michael Zagorac, Jr.Largo, FL

“The Florida Retail Federation had already been representing the interests of the state’s retailers for 46 years when Chico’s was founded in 1983. Since that time, we have grown to over 1,000 stores across the U.S., including more than 100 in Florida, $1.7 billion in annual sales, and employing 1,100 associates on our Fort Myers campus. A retail company of our size needs a voice in Tallahassee. The FRF is that voice.”

Bob Atkinson, Vice President, Investor RelationsChico’s FAS, Inc., Fort Myers, FL

“For more than a decade, the Walt Disney World Company has worked cooperatively through membership in the Florida Retail Federation to help promote and safeguard our state’s retail in-dustry, which is critical to the overall economic health of Florida. I look forward to serving on FRF’s board of directors.”

Jacob DiPietre, Director of Government RelationsWalt Disney World Co., Lake Buena Vista, FL

“In our short time as members of the Florida Retail Federation, the staff at FRF has been eager to assist us and has helped get us in the doors of the power brokers in Tallahassee.”

Geoffrey Hawkins, Corporate Legal DepartmentAssistant Manager, Government AffairsPetSmart, Phoenix, AZ

“When it comes to advocacy on behalf of Florida’s retail industry, the Florida Retail Federation has a proven track record of success. Hard Rock International is proud to be a part of FRF and its more than 70 year history of serving as The Voice of Florida Retailing.”

Vickie Kunkle, Vice President of MerchandiseHard Rock International, Orlando, FL

“With more than 140 retail stores throughout the state, Office Depot is committed to the state of Florida and to the many com-munities we serve. We look forward to continuing our commit-ment through our partnership with the Florida Retail Federation board of directors in an effort to help support the retail industry, which ultimately benefits all Floridians.”

John Mullen, Vice President, Store SupportOffice Depot, Delray Beach, FL

Welcome new Board Members

RandY RoBeRtS FoUndation On February 27, 2009, Florida lost one of its finest young leaders with the untimely passing of S. Randy Roberts, director of government affairs for Publix

Super Markets, Inc., and FRF vice chairman of the board. To celebrate the life of this special individual, the Randy Roberts Foundation was established in 2009 to cultivate Florida’s future leaders through providing public service initiatives, civic engagement opportunities and allocating resources to stu-dents who excel in these areas. For more information, please visit www.frf.org and click on the Randy Roberts Foundation logo.

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industry awards: Committed to ExcellenceThe Florida Retail Federation is proud to recognize the recipients of its 2009 awards, their commitment to excellence, and their contributions to Florida’s retail industry and the state. Please review our additional award winners on pages 11, 12, and 16.

Chairman’s award As senior manager of

public affairs and govern-ment relations for Walmart, Cindi Marsiglio is responsible for advocating on behalf of Walmart and Sam’s Club in Florida. In addition to engaging legislative and executive of-ficials on issues of importance to Walmart, she is responsible for supporting the company’s growth in communities across the state and directing a size-able portion of Walmart foundation funds. Since joining FRF’s board of directors in 2007, she has been an active advocate and supporter of the association’s activities and efforts. In recognition, Ms. Marsiglio was honored with the distinguished Chairman’s award by then-FRF Chairman of the Board Debbie Harvey at FRF’s 2009 Annual Meeting.

Special agent terry Corn is a con-summate professional whose integrity,

ethics and commitment to criminal justice have contributed significantly to his success in solving crimes and earned him

the prestigious distinction of being named the 2009 Florida Retail Feder-ation (FRF) law enforcement officer of the Year (LEOY). During the award period, in addition to other duties, he directed two multi-jurisdictional cases involving complex organized theft rings that accounted for millions of dollars of retail losses within the state. Specifi-cally, he coordinated an investigation with loss prevention representatives from multiple retail chain stores as well as various law enforcement entities to thwart a baby formula theft ring.

In May 2009, Special Agent Corn identified and stopped a second organized theft ring that was stealing primarily razors and razor blades from major retail chain stores in a five-coun-ty radius and selling them to a knowing pawn shop owner for resale. Both the owner and manager of the pawn shop

were arrested on charges related to Grand Theft and Dealing in Stolen Property. The main “booster” respon-sible for recruiting other participants in the scheme was also arrested.

Special Agent Corn is currently assigned to the Florida Department of Law Enforcement’s (FDLE) Tampa Bay Regional Operations Center. He has worked in law enforcement for 33 years and has been with the FDLE for more than 14 years.

deputy Sheriff antwan daniels of the Orange County Sheriff’s Office, Orlando, and Master officer Steve Walden of the Naples Police Depart-ment were selected as runners-up from a field of outstanding nominees who represented various law enforcement entities from across the state. They were also recognized and honored for their service to the retail industry at the November 10 awards banquet.

FRF’s annual LEOY program was established in 1974 to support and recognize outstanding Florida law-enforcement professionals. Special Agent Corn joins 39 previous LEOY recipients.

Florida assistant State attorney of the Year award

dawn Henrichon, Assistant State At-torney with the 6th Judicial Circuit, was named FRF’s 2009 Florida assistant State attorney of the Year. She was honored, in

part, for her work in the Community Prosecutions Retail Theft Abatement Program in which she served and diverted more than 700 youth, with successful diversion in approximately 85 percent of her cases and no new arrests within the three year program. She has instructed over 3,000 youth through teach-ing a juvenile justice program to 6th graders, focusing on shop-lifting and its repercussions, and she continues to advise and educate the community through teacher and parent training.

Ms. Henrichon has worked as a prosecutor in the 6th Judicial Circuit, which includes Pasco and Pinellas Counties, since 2002.

Daniel Doyle, Beall’s, Inc., Bradenton, chairman of the LEOY selection committee (center) presided over the 2009 LEOY presentations in St. Petersburg. Pictured with Mr. Doyle (from left) are: Master Officer Steve Walden, Deputy Sheriff Antwan Daniels, Special Agent Terry Corn, and Florida Department of Law Enforcement Commissioner Gerald Bailey, who nominated Special Agent Corn.

FRF Chairman’s Award recipient Cindi Marsiglio, Walmart (right) with Debbie Harvey on November 10 in St. Petersburg.

Florida Retail Federation law enforcement officer of the Year (leoY)

FRF’s 2009 Florida Assistant State Attorney of the Year, Dawn Henrichon (second from left), with (from left): FRF Senior Vice President and General Counsel John Rogers; FRF Legislative Communications Manager Ashleigh Amburn; and 6th Judicial State Attorney Bernie McCabe.


lifetime achievement award

Warren McCurry joined Sears’ national training program right out of college. He held numerous field merchan-dising and operating posi-tions with the company throughout the next 40 years, with more than 25 of those encompassing the Florida market. Mr. Mc-Curry joined FRF’s board of directors in 1999 and has served in many leadership positions, including that of Chairman of the Board in 2006 and 2007, and sub-sequently Chairman of the Executive Committee. He currently chairs the Invest-ment Committee. For lead-ership and commitment to his industry as well as to that of the Florida Retail Federation, Mr. McCurry was honored with FRF’s lifetime achievement award at the 2009 Annual Meeting.

Since 1999, the annual ROYAL awards program highlights just a few of Florida’s many outstanding retailers who excel by blending astute business practices with commitment to their customers,

communities, employees and the retail industry. Florida retailers operating all sizes and types of businesses are eligible for nomination and consideration. The 2009 ROYAL recipients were honored on June 25 at an awards luncheon held in conjunction with the University of Florida’s David F. Miller Center for Retailing Education and Research’s Retailing Smarter conference and FRF’s Mid-Year Meeting in Orlando.

CYntHia S. MURpHY, Pies & Plates, Punta Gorda, www.piesandplates.com, Less than $1 million category

Cynthia Murphy exited a successful law practice more than six years ago to follow her dream by opening Pies & Plates. Over time, her store has morphed from a high end retail store with espresso bar into a multifaceted venture that includes retail and online stores, gift basket and retail meal prep businesses, restaurant and cater-ing services, and a cooking school. Mrs. Murphy creates unforgettable adventures for her customers through such events as “make your own free lattes” and “Tasting Tues-days.” She supports numerous causes by donating food and hosting special events which benefit organizations that include Charlotte County’s Habitat for Humanity and Homeless Coalition. In addition to mentoring other business owners and advocating on behalf of business-related issues, Mrs. Murphy created, designed, maintains and has funded the Web site www.discoverpuntagorda-florida.com since 2004 as a “gift” to her community,

daniel a. CaSH, Floor City USA, Pensacola, www.floorcityusa.com, $1 million to $10 million category

Drawing on more than 26 years of honorable Navy

service, dan Cash transformed a “special orders only” flooring business he purchased in 2003 into a family-owned retail operation known for its product selec-tion, competitive prices, and unrelenting commitment to superb customer service. Through hard work and determination, Mr. Cash grew the business from serving just over 40 customers per month in 2003 out of a small, rented space to 260 customers a month in 2008. This was facilitated, in part, by building a 17,000 square foot creative showroom and warehouse plus offering free in-store and home design services, among other benefits. Contributing to the community is an integral part of Mr. Cash’s way of giving back. Among the beneficiaries are the Santa Rosa Children’s Home, Habitat for Humanity, the Pensacola Opera House, and Pensacola’s “My Home Makeover.”

CaRl and Joan alliSon, Baya Pharmacy, Lake City, www.baya.com, More than $10 million category

Carl and Joan allison own Baya Pharmacy, an inde-pendent community pharmacy company consisting of three retail pharmacies, a long-term care institutional pharmacy, and a home medical equipment division. For the past 22 years, the couple has worked to build their business based on a genuine desire to meet their custom-ers’ and employees’ needs. Mr. Allison, a pharmacist, helps promote his profession by serving on numerous boards. The couple supports a variety of school and youth initiatives plus a host of charitable endeavors. They donated several acres of land next to one of their phar-macies for the construction of a Senior Services Lifestyle Enrichment Center to benefit area seniors. Committed to being good stewards of their resources, they offer free prescription delivery and free vitamins to all children aged 12 and under in the communities they serve.

Warren McCurry was recognized with the Lifetime Achievement Award in 2009.

The 2009 ROYAL recipients are (from left): Cynthia Murphy, Pies & Plates, Punta Gorda; Dan Cash, Floor City USA, Pensacola; and Carl and Joan Allison, Baya Pharmacy, Lake City; with FRF President and CEO Rick McAllister.

Retailer of the Year award for leadership (RoYal)

Opportunities to gain insight into Florida politics, network, and exchange ideas with other retailers and industry experts abound at FRF’s major meetings hosted throughout the year. These are held in addi-tion to numerous sector-specific committee meetings, coalition events, council gatherings, and the Retail Beverage Council’s annual Educational Seminar and Trade Show.

The 2009 Mid-Year Meeting was held June 23-25 at the Omni Orlando Resort at ChampionsGate. The 2009 annual Meeting, held at the St. Petersburg Renaissance Vinoy Resort November 10–12, featured the Chairman’s Award banquet recognizing, among others, FRF’s Law Enforcement Officer of the Year honorees. FRF’s executive committee, members, key staff, and others met for a “Strategic thinking” meet-ing at Tampa’s Renaissance Hotel International Plaza on May 18-19 to explore how professional and social networking can enhance the effectiveness and speed of meeting members’ needs.

Bringing a united voice to retail issues before the start of the 2010 Legislative Session, members gath-ered in Tallahassee on February 16-18, 2010, for the 5th annual Retail days at the Capitol where they met with Florida Cabinet members and key legislative leaders.

“While we embrace new technologies that offer bound-less opportunities to communicate, there’s still nothing like face-to-face interaction to build relationships and spark creativity,” says elaine Mann Carpenter, CAE, FRF’s vice president of membership and operations. We’re especially pleased to expand our members’ options this year by, for the first time, hosting the 2010 Annual Meeting in conjunction with the Retail Beverage Council’s Annual Educational Seminar and Trade Show.”

All retail members are invited to participate in FRF meetings. Details and registration information about upcoming events are available at www.frf.org.

Meetings and networking

Mid-YeaR Meeting and Retail MaSteRS gRadUation WitH RetaileR oF tHe YeaR aWaRdS FoR leadeRSHipHeld in conjunction with University of Florida’s Retailing Smarter SymposiumJune 23-24Omni Orlando Resort at ChampionsGateOrlando

annUal Meeting Held in conjunction with the Retail Beverage Council’s Annual Educational Seminar and Trade ShowOctober 10-13Hyatt Regency Grand CypressOrlando

FRF members gathered for 2010’s Retail Days at the Capitol for presentations and Q and A sessions with Florida executives and key legislative leaders including Senate President Jeff Atwater (R-North Palm Beach) (right) pictured with FRF Board Chairman Dan Doyle, Beall’s, Inc., Bradenton.

Networking at the 2009 Annual Meeting are (from left): Attorney General Bill McCollum; Anika Hagenson, Target Corporation, Minneapolis, MN; Mitch Klein, Bravo Supermarkets, White Plains, NY; Beverly Hollis; and M. Clayton Hollis, Jr., Publix Super Markets, Inc., Lakeland.

John Lowe, Sea World, Orlando (from left); Warren McCurry, Sears Holdings, Killarney; and Tom Petrillo, The Salon People, St. Petersburg, at the Mid-Year Meeting in Orlando.

Mike Ayotte, CVS Caremark, Richmond, VA (left), and Ralph Calleja, Florida Power & Light Company, Naples, at Retail Days at the Capitol.

Rep. Dave Murzin (R-Pensacola), with FRF Director of Government Affairs Sally West, was honored as one of FRF’s 2009 Legislators of the Year at the association’s Annual Meeting in St. Petersburg.

Upcoming events

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outreach


Whether it’s working through the media to herald the advantages of a sales tax holi-day, sending a “call-to-action” eblast to team Retail action network members, or record-ing a Video on Demand, FRF is committed to providing timely, quality information through its many outreach efforts.

FRF’s Web site, www.frf.org, continues to serve as “information central” on association and industry news and events. It is updated daily, sometimes even several times a day, as actions unfold. On the site, retailers and

others can also find information on the latest money-saving programs and services, and on legislative initiatives and issues. In addition, Retail Council reports, Florida Public Service Commission updates, current publications, and an archive of past communications are accessible.

“FRF is constantly seeking new ways to facili-tate communication with our members and sup-porters. Based on findings from our 2009 Strate-gic Thinking meeting, during which we explored how professional and social networking can enhance the effectiveness and speed of meeting our members’ needs, we’ve implemented several exciting opportunities,” says Keith Wemm, vice president of outreach. “Our Pathways to Retail Success, developed and co-branded with the University of Florida’s David F. Miller Center of Retailing Education and Research, is designed for college students and young professionals, among others, to interact with successful retail executives through Webinar presentations. This allows participants to better realize the viable career options available in retail and what ac-tions may be required for success.”

Past Webinars include Q & A sessions with Maxine Clark, founder of Build-A-Bear Workshop, and with Debbie Harvey, presi-dent and COO of Ron Jon Surf Shop.

“The Retail Learning Network offers

Webinars geared toward the more seasoned retail professional,” says Wemm. “Topics have included H1N1 and Amendment 4.”

The Webinars are offered at no charge, although participants need to register in advance. Both series are offered through the Florida Retail Foundation.

The association is using a variety of networking tools to expand awareness of its activities. FRF and retail industry activities can also be followed on Facebook, linkedin, and twitter. However, FRF members are still encouraged to provide the association with their email addresses as another option for being kept up-to-date on issues affecting their industry.

For more information and a list of upcoming Webinars, please visit www.frf.org or call FRF’s toll-free hotline at 1.888.Fl.Retail (357.3824).

FRF members toured the Southern Scholarship Houses on FAMU’s campus during 2010’s Retail Days at the Capitol. FRF members and Southern Scholarship House supporters Wogan Badcock III, (second from left) Badcock Home Furniture & more, Mulberry, and Steve Arthur (far right), Stateside Associates/The Home Depot, Washington, DC, are pictured with some of the residents.

For weekly updates throughout the Legislative Session check out FRF’s Video on Demand at www.frf.org.

PATHWAYST O R E T A I L S U C C E S S

of the Florida Retail FoundationNetwork

Community outreachReflecting the generous industry it

represents, FRF is involved in a number of Community Outreach activities, including supporting the Florida Retail Federation Southern Scholarship House at Florida agricultural and Mechanical University (FAMU) in Tallahassee. Dedicated in 1997, the house and its residents have received ongoing support from FRF and its mem-bers. In addition to financial assistance through defrayed living costs, the students learn life skills through cooperative living. FRF’s Elaine Mann Carpenter serves on the Southern Scholarship Foundation Board of Directors. FRF also supports retail-related activities at Florida State University and the University of Florida.

Membership and Member Services

While FRF’s core mission of comprehensive, proactive governmental affairs representation has helped save Florida retailers untold amounts of dol-lars through the years, the benefits of membership in the Florida Retail Federation don’t stop there.

“We’re committed to offering money-saving, profit-boosting services to Florida’s retail community,” says Rick Mcallister, FRF president and CEO. “In fact, many retailers have found that the savings realized from taking advantage of even one of FRF’s value-added programs can more than offset their annual dues invest-ment. Regardless, refining and expanding our portfolio of services to provide our members with the best value and options is an ongoing process.”

Some of the benefits of membership in FRF include: UU a full-time lobbying team that provides expert

testimony at legislative and regulatory hearings, develops legislation, and works with government agencies to ensure fair treatment of the retail industry, saving the industry billions of dollars each year;

UU assistance in understanding and complying with legislation and regulatory issues and changes;

UU opportunities to be proactive on issues impacting retail businesses through the team Retail action network grassroots initiatives;

UU ordinanceWatch™, a local government monitoring service;

UU profit-boosting, money-saving programs offered through Florida Retail Federation Services, Inc., such as credit card processing; online learning, with Learn Something; Boxwood’s online retail career center; and shipping discounts;

UU dependable, stable workers’ compensation insur-ance coverage options through the Florida Retail Federation Self insurers Fund; and

UU networking and educational opportunities through member meetings, Webinar seminars and the Florida Retail Foundation sponsored Retail Mas-ters program. United through FRF, The Voice of Florida Retailing,

each of the more than 9,000 member companies brings strength to the industry and expands its op-portunities to prosper. FRF membership is open to all Florida retail operators, regardless of size, annual sales volume, or store type. no other state business association is more qualified or experienced to serve Florida’s retail industry than the Florida Re-tail Federation because no other group has retailers as its priority.

FRF prides itself on hallmark personal service, with help just a phone call away at 1.888.Fl.Retail (357.3824). Further information on membership and a complete list of member services, including a new online retail career center, can be found at www.frf.org.

Featured Services

discount Shipping program*Whether around the corner or around the world, mem-bers can save up to 29% off select FedEx services and a minimum 66% off “less than truckload” (LTL) shipments via UPS Freight and Yellow Transportation, plus more. Managed by PartnerShip, this complimentary ben-efit features no obligations and no minimum shipping requirements. For informa-tion and free enrollment, visit www.partnerShip.com/72FRF or call Partner-ship at 1.800.599.2902.

on Hold Messaging*Sell products to your cus-tomers while they are on hold and increase sales with FRF’s creative phone mes-saging service.

payroll processing and tax preparation* With this payroll and benefits service, experts can ease the administrative burdens of managing a grow-ing business.

FRF members united in Tallahassee to discuss industry issues with legislative and government leaders, including Florida Chief Financial Officer Alex Sink, during Retail Days at the Capitol in February 2010.

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*Products of Florida Retail Federation Services, Inc.

Florida Bankcard Solutions: Committed to Customers

Since being introduced in 2003, Florida Bankcard Solutions (FBS), a product of Florida Retail Federation Services, Inc., has grown to be an exceptional mem-ber value. Retailers throughout the state are saving money on their credit card processing and maximizing their profits through gift card, branding, and loyalty programs.

“The FBS team is dedicated to helping retailers grow their businesses and is available to personally assist busi-ness operators throughout the state with equipment, train-ing and questions,” says Jon Stolp, vice president of FBS.

Personal service, cutting edge technologies, education, and timely information are FBS hallmarks. For example, FBS has worked diligently to raise client awareness of the Payment Card Industry (PCI) stan-dards adopted by major credit card companies in 2007 to promote best practices in response to cardholder data and security breaches. For a smaller company, one fine levied by a credit card company due to a secu-rity breach could spell disaster.

“The Florida Bankcard Solutions team has earned my trust through providing stellar customer service as well as competitive rates. They are quick to respond and attentive to our needs, always willing to help and be there for us.”

—Lee McDuffie, Vice PresidentMcDuffie Marine Sporting Goods, Lake City

Mr. McDuffie (left) is pictured with Jon Stolp.

Mcduffie Marine Sporting goods, founded in 1950, is a full-service marine store that sells and services boats, motors, trailers and associated goods, plus hunting and fishing gear. in addition to FBS, the company purchases its workers’ compensation insurance coverage through the Florida Retail Federation Self insurers Fund.

“Partnering with Florida Bankcard Solutions has proven to be a vital asset for us as well as for our commercial business customers. From competitive pricing

to personal service, FBS team members offer superior products in which we can all take pride. Working with FBS, our portfolio has grown significantly in less than two years.”

—Luther Drummond, Founder and President, Drummond Community Bank, ChieflandMr. Drummond is pictured with Crystal Laake, FBS regional territory manager.

drummond Community Bank was founded in Chiefland in 1990 and has grown to include locations in Bell, Cedar Key, Cross City, old town, Mayo, and trenton, Florida. it has earned and sustained Bauer Financial’s “5-Star Superior” rating for 68 consecutive quarters. the Sustained Superiority Status is earned by fewer than 10 percent of the nation’s financial institutions. it has also earned theStreet.com’s “a+” or “excellent” rating in financial strength, a notable distinction awarded to fewer than one percent of the nation’s banks.

www.FloridaBankcardSolutions.com

The core program features low processing fees on MasterCard, VISA, Discover and American Express with value-added bonuses that include:UU No Monthly Charge MinimumsUU No Chargeback FeeUU No Voice Authorization FeeUU Free Supplies and Set-upUU No Programming Costs, making the switch to Florida Bankcard

Solutions not only easy, but freeUU Low Monthly Statement Fee

Additional current products include: electronic check collection, wireless processing, and Remote Deposit Capture, which allows business operators to process and deposit checks without leaving their stores. A check guarantee program gives retailers the ability to scan a check and request approval at the time of the transaction, ensuring that once the guarantee company approves the check, retailers will receive their payment even if the check turns out worthless.

“While our retail clients remain a priority, we welcome opportuni-ties to continue expanding into the wholesale market by partnering with banks, credit unions and like-minded associations,” says Stolp. “These partnerships allow us to reach additional business operators who could benefit from our great processing rates, free supplies and set-up, and on-site assistance.”

Visit www.FloridaBankcardSolutions.com for more information or call the toll-free hotline at 1.877.327.8308.


Since being introduced in 1979, the Florida Retail Federation Self insurers Fund has been committed to providing outstanding workers’ compensation solu-tions for thousands of Florida retailers operating all sizes and types of businesses. Sponsored by the Florida Retail Federation and prudently managed by third-party administrator Summit, “the people Who Know Workers’ Comp®,” the Fund is a strong, stable workers’ compensation option with exceptional benefits and advantages.

Fund members share in the rewards of keeping their workplaces safe. As of 2008, the Fund recorded $161 million in member dividends and premium refunds. With assets of $268.8 million and a surplus of $105.5 million as of December 31, 2008, the Fund’s financial position remains solid.

The Fund works in partnership with its insureds to keep claims low, costs down and savings high. Value-added benefits include: UU tailored loss-control services;UU innovative claims management;UU safety education and training materials;UU a drug-free workplace certification program;UU fraud investigation;

Florida Retail Federation Self insurers Fund: Committed to Comp

“As a former practicing attorney with extensive under-standing of liability issues, we were looking for an insur-ance company that specializes in workers’ compensation coverage and is attuned to specific needs of the restaurant business. Fielding Dickey, our agent, highly recommended the Florida Retail Federation Self Insurers Fund. We have been extremely pleased with the experience and the Fund’s assistance in helping us organize and manage our risks.”

—Art Welhoelter, president of Q’s Restaurant Group, LLCdba Cheddar’s Casual Cafe, Brandon

Q’s Restaurant Group, founded in 2003, operates Cheddar’s locations in Brandon and Clearwater. Pictured in the Brandon Cheddar’s are (from left): Andy Dennis, director of operations; John Sullivan, general manager; Art Welhoelter; and their agent, Fielding Dickey.

“We gratefully acknowledge the independent insurance agents across the state who support the Florida Retail Federation Self Insurers Fund by sharing it with their clients, to Summit for its steadfast management, to FRF for its sponsorship and value-added

benefits, and to the commitment and guidance of the Board of Trustees, which allows us to continue providing a reliable, stable workers’ compensation insurance coverage option for Florida retailers.”

—W. “Bill” Kundrat, Jr. , Cae Chairman, Florida Retail Federation Self insurers Fund trustees, Sun City Center

“All agents want a carrier that has competitive programs, numerous payment plans and a generous compensation structure. The Florida Retail Federation Self Insurers Fund has all of that — and something much more. It has a culture of partnership with its agents and employers. The Fund has delivered for me and my clients over and above the standard countless times.”

UU Safety Rewards (dividend plan);UU a 24/7 toll-free hotline to report injuries;UU an Online Business Center;UU quality reinsurance through A-rated carriers; UU a Back2Work™ program designed to help business

owners establish a plan to get injured workers back on the job as quickly as medically possible;

UU a prescription drug program that saves Summit’s insureds more than $1 million annually; and

UU a proprietary provider network to manage quality care for injured workers which, with additional ser-vices and discounts, generates savings of more than 50 percent on the billed amount on medical invoices.

All of the Fund’s day-to-day operations are handled by Summit’s home office in Lakeland - not by an out-of-state service center. Plus, all calls to Summit are answered by a person — not a machine. The Fund is marketed through independent insurance agents across the state.

For more information, Summit’s corporate office may be reached at 1.800.282.7648 or 1.863.665.6060, or by visiting www.summitholdings.com.

20 | annUal RepoRt

—Fielding dickey, president, advanced Comp, lakeland


team Retail professional Staff:Committed to FRF and the Retail Industry of Florida

The professional, knowledgeable staff of the Florida Retail Federation and Florida Retail Federation Services, Inc., is committed to serving its mem-bers and the retail industry of Florida.

TOP ROWRichard A. McAllister, president and

chief executive officer

SECOND ROW (left to right)Ashleigh Amburn, legislative communications

managerElaine Mann Carpenter, CAE, vice president,

membership and operationsDebra A. Crow, chief financial officerJuliet Fogarty, director of operations,

OrdinanceWatch™

THIRD ROWCrystal Laake, regional territory manager,

Florida Bankcard SolutionsRandy Miller, executive vice presidentSamantha Hunter Padgett, deputy general

counsel, governmental affairsJohn A. Rogers, Jr., senior vice president and

general counsel

FOURTH ROWSherry S. Spencer, director,

information servicesJoy Spillers, database specialistJon Stolp, vice president,

Florida Bankcard SolutionsKeith Wemm, vice president, outreach

FIFTH ROWLaShunda White, finance assistantSally West, director, government affairsSherry Whitney, legislative team administratorTara Whitney, manager of administration

Community CommitmentsFRF and its staff support charitable organizations that include: Habitat for Humanity; the United Way of the Big Bend; the Children’s Home Society; Fisher House™ Foundation; Pediatria Health Care for Kids; and the Florida Retail Federation Southern Scholarship House on the Florida Agricultural and Mechanical University campus in Tallahassee.

We Are Committed to…our MissionThe Florida Retail Federation’s mission is to advocate, promote, and safeguard retailing.

our Core ValuesAt the Florida Retail Federation, we believe in…UU Florida and its futureUU RelationshipsUU Honoring its commitmentsUU The retail industry and its futureUU ProfitabilityUU LeadershipUU Innovation and creativityUU Sound public policyUU Social responsibilityUU DiversityUU Representative democracy

our industryFrom providing jobs for 20 percent of Florida’s workforce to paying more than $36 billion in wages annually to collecting and remitting ap-proximately $22 billion in sales and retail-related taxes for Florida’s government each year, a vital retail industry is critical to the overall economic health of our state. The economy is stimulated further by retailers’ impact on manufacturing, distribution, construction, e-commerce and other industries that benefit from a thriving retail market.

Contact the Florida Retail Federation

You are invited to contact FRF for further information about the association and its activities, FRF Services, Inc., the Florida Retail Foundation, or Florida’s retail industry. Please visit FRF’s Web site or call the numbers below. Your call will be welcomed personally by an FRF staff member during regular business hours.

addressFlorida Retail Federation227 South Adams StreetTallahassee, FL 32301-1720

telephone numbers1.850.222.4082Outside Tallahassee and National Toll-Free 1.888.FL.RETAIL (357-3824)

Fax number1.850.561.6625

Web sitewww.frf.org

227 South AdAmS StreettAllAhASSee, Fl 32301-1720

PRE-SORTEDSTANDARDUS POSTAGEPAIDTALLAHASSEE, FLPERMIT #422

Editor / Writer: Brenda S. GrindstaffProject Manager: Elaine Mann Carpenter, CAEDesign: Pomegranate Studio, Inc.Contributing Photographer: Ray Stanyard

The Florida Retail Federation thanks its many members and friends of retailing who contributed to this report and whose time and efforts helped make this publication possible.

This report is printed on a paper containing 10% post-consumer waste recycled content using soy and other vegetable based inks.

The Florida Retail Federation headquarters in historic Gallie’s Hall.

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