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CORE PURPOSE:
Advancing the
Achievements of
Women in
Commercial Real
Estate While
Positively Impacting
the Industry.
CREW Network Involvement: The decision to accept the invitation to host the
2013 CREW Network Convention & Marketplace was made in 2011 and therefore the
direct involvement with CREW Network has been a major area of growth over the last
few years. Having the National Convention in our backyard gave CREW Dallas
members who had not previously attended a Convention a chance to experience it.
The attendance from local members was record breaking with 137 in attendance.
There were many highlights from Convention that made CREW Dallas shine. The
Convention Committees worked tirelessly to plan and execute an Insider Tour, Net
Walks each morning, Excursions and Leisure activities that provided all Convention
attendees the opportunity to network and gain knowledge. For the 2nd year in a
CREW Dallas was honored to serve as the Host Chapter for the 2013 National
Convention & Marketplace! This special opportunity comes once every few
decades and Dallas was ready to shine. Our Chapter welcomed over 1,200
CREW Members representing all major markets in the United States.
In a year where our Chapter received so much national attention, it was important
to the Board to leverage that for membership growth, to attract new sponsors,
and to elevate the brand within the business community. Equally important was
the need to focus on local activities so that our own Chapter identity didn’t get
lost. We were able to achieve balance by using resources wisely and maximizing
national exposure which kept us on track with our strategic plan.
The goals of CREW Dallas are:
1. Provide effective networking and business development opportunities.
2. Assist our members in developing and improving their business and profes-
sional skills.
3. Provide a sustainable infrastructure maximizing human capital and financial
resources.
4. Enhance the recognition of CREW Dallas members for their achievements in
the real estate industry and community.
Leverage and Balance INSIDE THE REPORT
Networking/Business Development
1-2
Personal & Professional Development
3
Fiscal /Infrastructure 3-4
Visibility/Industry Recognition/Brand
5
CREW in the Community
6-7
Leadership 8
Sponsors 9-11
N E T W O R K I N G / B U S I N E S S D E V E L O P M E N T
2013 ANNUAL REPORT
row, a CREW Dallas member was honored with the Circle
of Excellence award. Diane Paddison, the 2013 Award Re-
cipient is in great company with Eliza Solender, 2012
Award Recipient.
AdvanceMent: CREW Dallas members enjoyed a third
year of mini-business networking groups through Advance-
Ment. The groups are assigned by industry discipline and/or
location. Members who participated in the 2012/2013 pro-
gram gained valuable business contacts, referral sources,
market information and a better understanding of the value
of intentional networking. In July 2013, AdvanceMent re-
turned and over 40 members joined groups. There was a
new group added, Golf 101, for members who wanted to
learn to play golf.
Monthly Luncheons: Our Monthly Luncheon committee is known for securing relevant speakers to address important
topics that impact the industry and general business community. The local media regularly and consistently features
the monthly luncheons. Topics in 2013 included: How the Changes at DISD Impact the Business Community, Deep
Ellum Development Revival, How the Convention and Visitors Bureau is Moving Ahead in 2013, What are North
Texas office tenants seeking in 2013? And what are the challenges and opportunities they'll encounter along the way?,
Expectations to Realty-- The Amazing Success of the Perot Museum of Nature and Science, Dallas Business on Ster-
oids- Midtown, The next generation of a business district, artist community and entertainment destination, An Update
on Conditions in the Regional Economy and the Outlook, ESQ'ing Minds: CREW Lawyers Tell (Almost) All and The
Economic Outlook for Real Estate Investors and Decision Makers.
Structured networking has allowed members and guests to capitalize on the time together at the Luncheons and for that
reason our luncheons have had a steady attendance with an average of 119 for the past 3 years even though business
has picked up and professionals are finding themselves with limited time to get out of the office.
Our annual Holiday Luncheon Program was a time to celebrate the many successes of our members and the organiza-
tion. The Ritz-Carlton has offered a festive environment enjoyed by all! Members continue to enjoy the benefit of the
organization underwriting approximately 30% of each member’s ticket.
Member Services Events: We held two signature networking/member service events that were free to members.
These include the annual networking fashion show and the fall wine tasting. In addition, members enjoyed the various
CREW Cocktail happy hours, the annual dine arounds in members’ homes and the opportunity to get creative and paint
at the “CREW Canvas & Cocktails” event.
Collaborative Networking Events: The annual joint networking event with CREW, NAIOP and CORENet was at-
tended by over 125 professionals in early February and was followed by a joint luncheon with CCIM later in the
month. Collaborative events offer busy professionals a way to leverage their membership with the association they
belong to by providing an outlet to meeting new contacts, grow business opportunities and learn more about the other
associations.
Page 2
N E T W O R K I N G / B U S I N E S S D E V E L O P M E N T C O N T I N U E D :
2013 Annual Report
Membership: CREW Dallas membership remains steady with approximately 300 members in the association. There
was a 3% increase in membership after the 2013 renewal period and a 4% decrease after the 2014 renewal period. At the
end of 2013, we had a –1% loss in membership. There remains a concentrated effort on retention and a heightened fo-
cus on new recruitment for 2014.
Members who renewed in 2012 (as of 3/31 report) 295
Total numbers of members on December 31, 2012 340
Members who renewed in 2013 (as of 3/31 report) 303
Total number of members on December 31, 2013 336
Members who renewed in 2014 (as of 3/31 report) 292
Total money collected for membership dues: $98,629.09 Sponsorship: We raised $58,975 via 22 corporate sponsors and many in-kind sponsors. (See pages 9-11 for sponsor recognition.)
Leadership Education: Members have greatly benefitted from The 2012/2013 SMU/CREW Leadership certificate
program launched in 2012 and concluded in October of 2013. CREW Dallas was proud to recognize 44 people at the
December Holiday Awards Luncheon with their SMU/CREW Leadership certificates. Over 80 individuals attended
at least one session.
It has been estimated
that 23 people who at-
tended the series saw an
advancement in their
career either through a
new opportunity or pro-
motion during the se-
ries. Topics that were included in the series during 2013 were Leadership Styles: The Impact on Business Results,
What Motivates You?, Value-Based Leadership and Extraordinary Results Through Centered Leadership. After care-
ful evaluation through surveys and focus groups, the organization has decided to continue our partnership with SMU
and through extensive collaboration created the 2014/2015 SMU/CREW Strategic Leadership Communication Certif-
icate that offers an extension to the 2012/2013 program and includes new topics through October 27, 2015.
Lunch & Learns: CREW Dallas members got a sneak peak of select Lunch & Learns in preparation of the full ex-
cursions planned for the 2013 CREW Network Convention. The tours were well received by members who planned
on attending convention as well as those who were not able to attend. The trial runs of the Lunch & Learns was a way
to get everyone involved in the planning efforts and receive valuable feedback. Many of the members enjoyed touring
Dallas as if they were a tourist and some learned new facts about our city. The excursions were then perfected for the
larger Convention crowd.
Lunch & Learns are mostly facilitated by CREW Dallas members so that the chapter can utilize the immense exper-
tise and knowledge we have within our organization. Valuable personal and professional development can be at-
tained by being a speaker or attendee.
Page 3
P E R S O N A L & P RO F E S S I O N A L D E V E L O P M E N T & E D U C AT I O N
F I S C A L /IN F R A S T RU C T U R E
Page 4 2013 Annual Report
Financials:
Total net income in 2013 was $14,345.69. Income for 2013 was $32,907.76 less than budgeted. The vari-
ance was off set by $47,259.84 less in budgeted expenses. The good financial stewardship of the organiza-
tion year after year is essential for CREW Dallas to remain a stable and financially strong
organization in which our members can count on increased benefits year to year without frequent increases
in membership dues. The last dues increase was during the 2008 renewal season.
Total Cash on hand at year end in 2011: $244,112.50
Total Cash on hand at year end in 2012: $289,121.95
Total Cash on hand at year end in 2013: $302,907.76
F I S C A L / I N F R A S T R U C T U R E C O N T I N U E D :
Total Income in 2013: $308,354.85
Total Expenses in 2013: $294,009.16
Page 5
Most Valuable Player (MVP) Finalists:
Carol Ansel, Goldman Sachs
Rosemary Fusaro, Liberty Capital Bank
Coni Hennersdorf, CODA Consulting Group
Sharon Herrin, Herrin Commercial Real Estate
Beth Lambert Saul, Cassidy Turley
Maxine Lawyer, Weaver
Tiffini Miller, DFW International Airport
Kathy Mulgrew, Spencer Consulting
Paula Nelson, Fischer & Company
MaryBeth Shapiro, Republic Title
Most Valuable Player: Paula Nelson, Fischer & Company
Most Valuable Team Award: Convention Committee: Beth Lambert-Saul, Tiffini Miller, Carol Ansell,
Coni Hennersdorf, Sharon Herrin, MaryBeth Shapiro and Kathy Mulgrew.
Career Advancement for Women– Individual:
Julie Brand Lynch, LYNOUS Talent Management
Cindy Cohn, Springboard Consulting
Vicky Gunning, Locke Lord
Leigh Richter, Bradford
Winner: Julie Brand Lynch, LYNOUS Talent
Management
Outstanding New Member Finalists: Debbie Bagley, Furstenwerth + Bagley Design
Allison Johnston, Spire Realty Group
Phyllis Kramer, Willow Bend Commercial Capital
Lori Smith, Andrews Kurth
Lisa Stensgard, American Appraisal
Winner: Phyllis Kramer
Career Advancement for Women- Company: Amegy Bank
Andrews Kurth
Bradford Realty Services, Inc.
Locke Lord LLP
Winner: Locke Lord LLP
Outstanding Achievement Award Finalists:
Brenda Blake, B&J Financial Services
Brenda Brantley, The LaSalle Group
Vicky Gunning, Locke Lord LLP
Leigh Richter, Bradford
Winner: Vicky Gunning, Locke Lord LLP
CREW Network Awards:
Circle of Excellence Award Recipient: Diane Paddison
Media Recognition:
CREW Dallas and its members received 11,400,000 media impres-
sions during 2013. This number is up by 1,400,000 from 10,000 in
2012.
V I S I B I L I T Y /I N D U S T RY RE C O G N I T I O N /B R A N D : Awards:
CREW Dallas has been recognizing members for their contributions to the organization and for their career achieve-
ments since the organization was founded. CREW Dallas annual awards include the Outstanding New Member Award,
the Outstanding Achievement Award, Most Valuable Player, Career Advancement for Women-Individual category and
Company category.
Gail Ayers, CEO of CREW Network paid a special visit to Dallas to attend the December Holiday Awards Luncheon
She recognized our efforts in planning and executing a National Convention that broke sponsorship and attendance rec-
ords! The December Holiday Awards Luncheon was an exciting time to celebrate with all of our award finalists and
winners listed below.
2013 Annual Report Page 6
CREW I N T H E C O M M U N I T Y :
The CREW Dallas Golf Classic:
CREW in the Commu-
nity (the philanthropic
arm of CREW Dallas)
celebrated the 27h An-
nual CREW Dallas
Golf Classic on April
15th at Las Colinas
Country Club. The
CREW Dallas golf
Classic is made possi-
ble each year through
the many loyal sponsors who make it a priority to support the
tournament. Thanks again to the dedicated committee who gave
of their time and talents many hours to ensure the tournament was
extremely successful!
Grants: In 2011, the CREW in the Community Board approved
to shift the annual grant cycle in order to align with the Dallas
Women’s Foundation Fall Grant Cycle. Therefore, the 2012
fundraising proceeds were combined with 2013 to get us on
schedule and this resulted in more significant gifts to the benefi-
ciaries of CREW in the Community in 2013. The total amount
granted was $174,725.66. This included $28,366.62 from the Do-
nor Advised Fund we have at Dallas Women’s Foundation.
UCREW: University Outreach: The UCREW committee hosted career panels at local universities including
Southern Methodist University and University of Texas at Dallas. In addition to the informative career panels, we
held two student mixers in which attendees had an opportunity to network with CREW members to gain valuable
industry information, contacts and networking skills. CREW Dallas was also present at a career fair at TCU where a
committee member showcased the current job openings posted in our recent newsletters by several members’ com-
panies.
V I S I B I L I T Y / I N D U S T RY R E C O G N I T I O N /B R A N D C O N T I N U E D :
Page 7
CR EW I N T H E C O M M U N I T Y C O N T I N U E D :
CREW Careers Building Opportunities ®: CREW in the Commu-
nity held its successful CREW Careers® program for the 9th year. This
program has become a leading source for experience-based education and
special opportunities for young women as they make plans for life after
high school and college. In 2013, the event expanded from hosting 25
students from the Irma Lerma Rangel Young Women’s Leadership School
to now more than 60 students from six partner schools in the Dallas
Independent School District.
The one day event, “Construction Junction, What’s Your Function”, of-
fered a hands-on interactive program where the students worked on an
actual development project. The development consisted of three acres of
vacant land located adjacent to the 4100 Harry Hines building in the Oak
Lawn neighborhood. The students learned details about the vacant lot
from Jon Donahue of CDK Realty Advisors, and walked the site. With
help from CREW members, the teams created plans to create a sustainable
development. Each team presented their ideas to the panel of judges com-
prised of professionals in the business or the CDK property.
The judges scored the projects on how the students incorporated commer-
cial real estate knowledge, addressed physical features of the site, an-
swered questions, and used real estate terms. The winning team was from
Trinidad Trini Garza Early College High School. They will have bragging
rights until the schools meet again in 2014 for another round of CREW
Careers.
The following schools participated in CREW Careers in 2013:
· Irma Lerma Rangel Young Women’s Leadership School
· School of Business and Management at Yvonne A. Ewell Townview Center
· Trinidad Trini Garza Early College High School
· Rose M. Collins Sorrells School of Education & Social Services
· Thomas Jefferson High School
· Moises E. Molina High School
Personal Philanthropy and Education:
The CREW in the Community Board of Trustees tweaked the annual personal philanthropy campaign from a year-
end ask to a personal giving campaign during the months of June and July so that the money raised could be com-
bined with the grants made in 2013. The goal of the campaign was to bridge the gap between the desired net pro-
ceeds and actual which was equivalent to $5,000. This was the first time there had been a set monetary goal for the
campaign and the result was a 40% increase in funds raised over the prior year. The total for the personal philan-
thropy campaign was $3,135 and 15% of our membership contributed. The Board of Trustees recognizes that our
membership contributes to the community in a variety of ways by either time, in-kind professional services/skills or
donations and was thrilled with the result of the campaign. CREW Network also launched a personal giving cam-
paign to the members of the Network which was successful and will likely grow with each year.
2013 CR E W I N T H E C O M M U N I T Y B OA R D O F T R U S T E E S Rebecca Tudor, Twinrose Investments, Chair of CREW in the Community, Past President of CREW Dallas
Elissa Plotsky, North American Title Company, 2013 CREW Dallas President
Carol Coffman-Sosebee, Secretary/Treasurer
Michelle Hudson, Hudson Peters Commercial, Community Projects Director
Paula Nelson, Cushman & Wakefield of Texas, Inc., CREW Dallas Golf Classic Chair
Suzanne Jones, Northmarq Capital, CREW Dallas Golf Classic Co-Chair
Lisa Novotny-Price, Stutzman, Bromberg, Esserman & Plifka, Sponsorship Director
Kari Walker, walker+miranda design studio, At Large Trustee
Rachel Purcell, , At Large Trustee
Kathy Boop, At Large Trustee
Sharon Friedberg, Bradford Companies At Large Trustee
Page 8
2013 President: Elissa Plotsky, North American Title Company
2013 President Elect: Michelle Hudson, Hudson Peters Commercial
Past President: Rebecca Tudor, Twinrose Investments
Secretary/Treasurer: Carol Coffman-Sosebee, Coldwell Sponsorship:
Banker Commercial Alliance Director: Lisa Novotny-Price, Stutzman, Bromberg, Esserman
Strategic Advisor: Vicky Gunning, Locke Lord LLP & Plifka, PC
Director of Operations: Kim Hopkins 2013 Chair: Rosemary Fusaro, Liberty Capital Bank
2013 Co-Chair, 2013/2014 Chair Vicky Gunning, Locke Lord
New Member Recruitment: 2013/2014 Co-Chair: Tracie Frazier
Director: Brenda Blake, B&J Financial Services
Chair: Elizabeth Allen, RioCan Public Relations:
Co-Chair: Tanya Little, Hart Advisors Group Director: Paula Beasley, McTaggart & Beasley
UCREW Chair: Andrea Liang, Keystone Strategies Chair: Amy Stanfield, Prudential Asset Resources
UCREW Co-Chair: Meghan Spencer, NexBank Director: Sally Longroy, Guida, Slavich & Flores, PC
Associate Initiative Chair: Cally Miltenberger, EY Co-Chair: Rachel Koster, Entos Design
Associate Initiative Co-Chair: Jeanne St. John, Prudential CREW Network Involvement Co-Chairs: Sandy Wilson,
Newstone Capital & Amanda Deaton, JLL
Programs:
Chair: Karen Hart, Bell Nunnally & Martin Member Services:
Co-Chair: Janice Peters, Hudson Peters Commercial Director: Teresa Giltner, Cox Smith Matthews
Lunch & Learn Chair: Taylor Jackson, Twinrose Investments Chair: Liz Allen-Knight, Butler Burgher Group
Lunch & Learn Co-Chair: Jordan Johnson, CBRE Co-Chair: Kmeal Winters, TIER REIT
AdvanceMent Chair: Katherine Ratliff, Cencor/
Community Projects: The Weitzman Group
Director: Michelle Hudson, Hudson Peters Commercial 2013 Convention Committee:
CREW Dallas 2013 Golf Classic Chair: Paula Nelson, Chairs: Beth Lambert Saul, Cassidy Turley & Tiffini Miller,
Fischer & Company DFW Airport
CREW Dallas 2013 Golf Classic Co-Chair: Suzanne Jones, Sponsorship Chairs: Sharon Herrin, Herrin Commercial, Coni
NorthMarq Capital Hennersdorf, CODA Consulting Group
CREW Careers Chair: Sandy Watson, Strong Group Leisure: Kathy Mulgrew, Spencer Consulting
CREW Careers Co-Chair: Lynn Drummond, KeyBank Programs: Carol Ansell, Goldman Sachs
PR/Marketing: MaryBeth Shaprio, Republic Title
2013 CREW D A L L A S B OA R D O F D I R E C TO R S , C H A I R S & C O -C H A I R S
Thank you 2013 Sponsors PREMIERE PARTNER:
Andrews Kurth
PLATINUM PARTNERS:
Dallas Business Journal
Greenberg Traurig
Husch Blackwell
Invesco/M&M Properties/Plaza
of the Americas
Spire Realty
TIER REIT
GOLD PARTNERS:
Bradford
Gaedeke Group
Goldman Sachs
Hudson Peters Commercial
Scott + Reid
Travis Wolff
SILVER PARTNERS:
Frost Banking, Investments,
Insurance
Interprise Design
Jackson-Shaw
LYNOUS Talent Management
Northmarq Capital
Event Sponsors:
Husch Blackwell
Bradford
Locke Lord
Musgrove Law Firm P.C.
Greenberg Traurig
Old Republic Title
BisNow
Lane Gorman Trubitt PLLC
The Regus GroupUBMCoStar Group/LoopNetSCM Real EstateLawyers Title Lathram Pou & AssociatesKDCBenchmark BankCapital Title
Locke Lord LLPThe Birdsey GroupButler Burgher GroupIrving Economic Development PartnershipDallas Morning NewsDallas Business JournalCassin & Cassin, LLPPepsiHinesCushman & Wakefield of Texas6565 MacArthur/511 John CarpenterThe Trocchio AdvantageKane Russell Coleman & Logan PC
Team Sponsors: Chicago TitleThe LaSalle Group, Inc.KeyBank Real Estate CapitalBank of America PlazaHighland BuildersNorthMarq CapitalCassin & Cassin, LLPCrossland ConstructionPrimeraLegend BankCBREStutzman, Bromberg, Esserman & PlifkaTeknion/Beck GroupGadeke GroupNexBankLiberty Capital BankThe Trocchio AdvantageScott & Reid General ContractorsGoldman Sachs Commercial MortgageMarvin F. Poer & CompanyMetroplex General ContractorsPlainsCapital BankRepublic TitleInwood National BankUnyson Logistics -A Hub GroupWells FargoBeech Street CapitalIDISpencer Consulting, Inc.Andrews & Barth, PCNorth American Title CompanyCobalt Capital Partners
Holes Sponsors:BMW of DallasEntos DesignZenith RoofingLiberty Capital BankVenture CommercialPlano Economic Development CorporationRestorXCobalt Capital PartnersThe Pillar GroupHolt Lunsford CommercialWingert Real EstateLand Rover Dallas and Land Rover FriscoDallas Morning NewsTowers at William Square
2013 CREW DallasGolf Classic Sponsors
Thank you 2013 CREW Careers Building
Opportunities ® Local Sponsors GOLD PARTNER:
Amegy Bank
FRIEND PARTNERS:
Compatriot Capital
Strong Group
TIER REIT
CONTRIBUTING PARTNERS:
CREW Dallas CREW Network
Walter P Moore CenterPoint Builders
KeyBank Real Estate Capital CDK Realty Advisors
Dallas Police and Fire Pension System