In this issue of the Advantage, we'll explore how CBIZ professionals are making a difference in our local community. This includes the national sponsorhip of the Biz Women event and Dress for Success Fundraisers!

1. CBIZ Women Helping Women Succeed in Business
The CWA Spotlight
Jerry Grisko
Page 2
Maximize Your
Not-for-Profit
Social Media Presence
Page 2
Biz Journal
Mentoring Monday
Page 3
CWA Snaps!
Page 3
CWA in the Community
Page 4
CWA Seeks
National Award
Nominations
Page 4
Inside
This Issue
Seven years ago, CBIZ made a strong commitment
to the professional development and advancement
of CBIZ women with the creation of CBIZ Women’s
Advantage. I am excited as I read through this
newsletter and realize the many opportunities CBIZ
women are taking from this Program and the tre-
mendous success many of our CBIZ women are
experiencing as a result of this commitment. As
CBIZ’s President, Jerry Grisko, succinctly advises
us in our CWA Spotlight on page two, it is clearly
evident that CBIZ women from coast to coast are
creating their plans and making it happen for
themselves, our company and the communities
where we live and work.
Thank you, once again, to
so many women within
CBIZ for going above and
beyond in their commit-
ment to make CWA a strong
and sustainable Program.
As I travel around and meet
with other CBIZ partners
and vendors’ women’s
resource groups, I am
extremely proud to share
our CBIZ Women’s
Advantage best practices and achievements. 
Nancy Mellard
This quarter our CWA client spotlight was
referred to us by Tom Gibson, Producer, CBIZ
Benefits & Insurance,
Phoenix, and focuses on
Tara Bethell, company
executive, mother of two,
weekend aerobics
instructor and an active
community member who
has mastered the art of
successfully balancing
her career and personal
life. “I love my work, both
at Beatitudes and in the
community, but I have learned it’s very important
for me to unplug every so often and focus on my
family and my own self health. The only way I am
going to succeed at work is if I take the time to
take care of myself and my family as well,” Tara
said recently.
Before becoming Vice President of Human
Resources and Risk Management at Beatitudes
Campus in Phoenix, AZ, Tara started as an
administrative temp for the former CEO, Peggy
Mullan. “I became a permanent employee and
started making moves throughout the organiza-
tion. When I was ready for a major change I sug-
gested to Peggy a path in HR, an area outside of
my expertise, and Peggy was extremely support-
ive and encouraging of the move. What I then
lacked in experience, I made up for in passion.
Peggy saw that and let me run with it. I’ve
learned a lot from Peggy, she’s a strong propo-
nent of promoting from within, having passion for
what you do and above all, taking care of your-
self, and I have really tried to enforce those prin-
ciples in everything I do,” commented Tara.
Outside of Beatitudes, Tara focuses on helping
others in the community succeed in the work-
- See Tara Bethell: Workforce Boot Camp on page 2
Tara Bethell
Advantage
The Summer 2014
CBIZ
Women’s
Advantage
CWA Has a Plan!
Tara Bethell: Taking Care of Self and Others

2. CBIZ Women’s Advantage Summer 2014
2
Today, not-for-profit organizations
need innovative practices to spread
core messages to a broad audience.
By incorporating social media into
marketing initiatives, these tools can
be used to broadcast your mission,
increase awareness and share suc-
cess stories with a large scale com-
munity, at minimal cost.
Below, we’ve highlighted four steps
to help you capitalize on your social
media presence.
1. Be Accessible
Create a dynamic conversation with
your audience by initiating public
discussions through open-ended
comments, calls for questions or
requests for feedback.
2. Collect User Data
Web tools provide a number of data-
gathering opportunities to measure
ROI. Also, reviewing your follower’s
demographic information provides
insight into activities that may inter-
est core supporters.
3. Leverage External Support
Share positive feedback you receive
to spread the message of the ben-
efits of your services.
4. Formulate a Plan
Stick to a schedule. Minimize time
spent building a social media pres-
ence by divvying up the responsibil-
ity. Consider creating an inventory of
interesting articles for future use.
Social media marketing can be an
overwhelming task, however, with
the proper tools, best practices and
daily investment of time; it can have
a big impact on your organization’s
brand awareness.
Maximize Your
Not-for-Profit’s
Social Media
Presence
By Amanda Markos and
Chrissy Hammond
The CWA Spotlight
Jerry Grisko, President & Chief Operating Officer, CBIZ, Inc.
Success by design, not by chance; that was
the emphasis of the 2013 Women in Law
Leadership Conference in Cleveland, Ohio.
When Ann Harlan, past vice president and
general counsel for The J.M. Smuckers
Company, in conjunction with the Case
Western Reserve University School of Law, set
out to create a unique symposium for the
legal community focused on helping women
advance their careers, she quickly found a
panel participant in CBIZ’s very own President
& Chief Operating Officer, Jerry Grisko.
After discussing the CBIZ Women’s Advantage
program, Jerry’s passion for the topic and
commitment to helping women advance in
their careers landed him the only male spot
on the five person panel at the annual sympo-
sium, leading the discussion on mentoring
young women professionals through the legal
profession.
The panel discussion generated questions
and breakout discussions surrounding a vari-
ety of topics related to women and their
careers. Of particular interest to Jerry was the
discussion and panel recommendations for
achieving and measuring success in one’s
career, whether headed for the C-Suite or trav-
eling an alternative path.
Success by design, not by chance is the idea
that each of us should use to evaluate what
success looks like, both in our personal and
professional lives, and then develop a plan
that satisfies those objectives. “It’s no differ-
ent than developing a business plan; create
the plan, have measuring points and be able
to work that plan so when you look back, you
have achieved what you set out to, as op-
posed to showing up every day and hoping it
all works out,” commented Jerry.
As the landscape
evolves and women
increasingly become
more prevalent in
those C-Suite posi-
tions, there are also
many women choos-
ing a non-traditional
path. “Similarly, you
have to understand
what success looks
like for you and your
employer. Make sure you work with your
employer to understand those goals and
objectives and then create an active plan
around that to make sure you are achieving
those goals,” says Jerry. “The key, no matter
your end goal, is to create a plan for yourself
and make it happen.” 
Tara Bethell: Workforce Boot Camp
Continued from cover
force, as a boot camp instructor with UMOM
New Day Centers. UMOM is a homeless shel-
ter that provides an emergency housing pro-
gram for parents with children who have lost
their homes. Tara teaches a boot camp for
all participants ready to find jobs and focus-
es on helping them ace the application and
interview process. “Often participants have
great skills and passion, but make minor
faux pas that are barriers to them moving
forward. This program helps them learn to
interview to their best ability. The best gift
you can give someone is a job,” Tara
explained.
Tara is currently pursuing an advanced
degree in the Ken Blanchard Executive MBA
program through Grand Canyon University in
Phoenix. This innovative program is value-
based and prepares graduates to lead,
inspire and transform organizations. 
Jerry Grisko
Coming in July, 2014, Washington, DC

3. CBIZ Women’s Advantage Summer 2014
3
CWA Snaps!
The Memphis Business Journal not-
ed Megan Murdock’s appointment
to the CBIZ Women’s Advantage
Board: Memphis Business Journal,
April 7, 2014. This outlet’s online
version is visited by 216,000 people
each month. Here is a Twitter sug-
gestion for sharing the news:
@CBZ Women’s Advantage adds
Memphis-based female leader to
its Executive Board @
MBJMemphis highlights new CWA
appointment http://bit.
ly/1oHI5wZ.
The Kansas City Business Journal
noted both Anne Zeitelhack’s and
Carolyn Watley’s appointments to
the CWA Exec Board. The online ver-
sion of this outlet is visited by
16,000 people a month. Here is a
Twitter suggestion for sharing the
news:
@CBZ Women’s Advantage Board
brings in 2 Kansas City female
leaders. Read about it here: http://
bit.ly/PYjRz0 & http://bit.
ly/1kC44DM.
Nancy Mellard recently offered
some commentary to a MarketWatch
story. Here is a link: “Stay-at-home
moms: Leaning out or left out?”
More than 8 million people visit
MarketWatch each month. Here are
some suggestions for sharing this
coverage on social media for CWA
members:
@NancyMellard discusses #stay-
athomemoms & the workforce w/
@MarketWatch http://on.mktw.
net/1krviwE.
The Business Journal has developed a new program
called BizWomen, which combines the nationwide simul-
taneous event, Mentoring Monday, with ongoing content
targeted towards women. Since this is a natural tie into
our CBIZ Women’s Advantage Program, CBIZ was able to
obtain a national sponsorship and CBIZ women across
the country participated in the kickoff program, Mentoring
Monday, on April 7th. Through CBIZ’s national sponsor-
ship, offices had the opportunity to nominate women
from their market for the mentor role. Mentors included a
combination of CBIZ women leaders as well as some of
our key clients. In addition to individual presence at the
event, offices also had the opportunity to display market-
ing material and were provided a list of attendees for fol-
low up. Most exciting was the opportunity many of the
offices had to host the post event mentor debrief at their
office, allowing for tremendous face-to-face exposure with
the women leaders in each market! 
The Business Journal
presents Mentoring Monday
Nashville Mentoring Monday attendees: (front, l-r):
Cathy Anthony, Kiera Holbert, Nan Choate, (back, l-r):
Adria Fowler, Beth Osteen, Amy Howell, Alaina HInson
Amy Strange, CBIZ Nashville
A great turnout for Mentoring Monday in Bethesda, MD
Megan Murdock (right) and Janelle
Niederriter (center), CBIZ Nashville,
with client Mary McDonald, CEO, MCD
Partners (left)
Participating Markets
Atlanta
Boston
Chicago
Columbus
Denver
Kansas City
Los Angeles
Memphis
Miami
Minneapolis
New York
Philadelphia
Phoenix
San Jose/Silicon Valley
St. Louis
Tampa Bay
Washington, DC
Wichita

4. CBIZ Women’s Advantage Summer 2014
CBIZ Women Helping Women Succeed in Business4
CBIZ Women’s Advantage is seeking
nominations for the following recogni-
tions. Please note that CWA Executive
Board members are encouraged to
self-nominate, nominate other CBIZ
women in their office or field, as well
as nominate clients if and when
applicable. In some cases more than
one individual can be nominated
depending on criteria and categories.
Please take a moment to click on the
links below, review the nomination
requirements and forward your rec-
ommendations to Lori Novickis. We
will complete the formal nomination.
All you have to do is tell us who to
nominate.
Business Insurance “Women
to Watch” – Deadline: July 11
http://www.businessinsurance.com/articl
e/20130305/2013WOMENTOWAT
CH/130309934
AICPA “Women to Watch (Kansas)”
Deadline: August 1
Requirement: Must be a member of both
AICPA and KSCPA.
Two Categories: Experienced Leader &
Emerging Leader.
http://www.kscpa.org/files/pdf/2014_
w2w_nomination_form.pdf
Boston Business Journal “Leaders in
Diversity” – Deadline: August 8
Six Categories: Executive (Corporate
Leader, Lifetime Achievement, Role
Model) and Company (Workforce Diversity
Initiative, Corporate Social Responsibility,
Multicultural Marketing)
http://www.bizjournals.com/boston/nom-
ination/60461
Philadelphia Business Journal “Women of
Distinction” – Deadline: August 22
Three categories: Women of Distinction
Candidate, Women of Distinction-Rising
Star, Advancing Women Company Award
http://www.bizjournals.com/philadelphia/
nomination/64531
CWA Seeking
Nominations for
National Awards
The Advantage is
published by CWA.
Kansas City Editorial
Staff: Alex Elliott
(CBIZ MHM), Joellen
Messerli and Andria
Mitra (CBIZ B&I)
To submit material,
please contact Andria Mitra at
amitra@cbiz.com.
“CBIZ Women Helping Women Succeed in Business” cbizwomensadvantage@cbiz.com
Avoid a Career Capsize
Page 2
CWA Snaps!
Page 2
CBIZ Memphis
Creates Back-to-Back
CWA Buzz
Page 3
Maximizing Your
Professional Wardrobe
Page 3
The CWA Spotlight
Page 4
Inside
This Issue
During a meeting recently with CBIZ CEO and
Chairman of the Board, Steve Gerard, he remind-
ed me that our first and most important goal for
CBIZ Women’s Advantage is the professional
development and positioning of our CBIZ
Women. What a business case for diversity our
women’s program has become! I highlight this
point in my brief remarks for this newsletter
because you will note that we have decided to
continue to spotlight successful women with
whom CBIZ is proud to do business. These wom-
en have proven the importance of profes
sional development and
their career paths clearly
show that it is that profes-
sionalism and positioning
that proves the point …“in
the end it’s all about per-
formance!” By the way –
our CEO is also CWA’s #1
Champion! Again, I hope
you enjoy this edition of
our newsletter and I
always value your comments. 
– Nancy Mellard, CWA National Leader
Nancy Mellard
It’s easy to see why Rick Jenson, Managing
Director, CBIZ Valuations Group, Dallas, thought
Stefanie Cavanaugh was an outstanding candi-
date for the CWA Client Spotlight.
Stefanie, Senior Vice
President of Harden
Healthcare, an ancillary
services organization
specializing in senior
care, is passionate about
giving back and empow-
ering women in the finan-
cial arena. As a teenager,
she joined her mother as
a volunteer at the San
Antonio Women’s Credit Union (SAWCU), an orga-
nization designed to help women establish and
gain credit. She kept the books and learned the
financial operations of the organization. “I devel-
oped my love for finance during those early years
and found my first CPA mentor at SAWCU. I
watched an amazing group of professional wom-
en help their sisters gain financial indepen-
dence,” commented Stefanie.
After college and five years in public accounting
she joined the San Antonio Symphony as CFO.
Thriving in the small environment, Stefanie
gained experience in all facets of managing the
financial operations. She spent 10 years at
Encore Medical Corporation as the Controller,
learning about Health Care Finance and the
medical device industry, and helped lead the
organization through rapid growth in revenue –
$35 million to almost $1 billion. Sarbanes Oxley
became effective and increased the demands on
public companies dramatically. Both these
changes meant growth for Stefanie and her
team. She began to mentor other accountants,
- See Stefanie Cavanaugh on page 4
Stefanie Cavanaugh
Advantage
The
Spring 2013
CBIZ
Women's
Advantage
Nancy's Letter
Stefanie Cavanaugh: Empowering Women
More from
Mentoring Monday
CWA hosted a pre-event breakfast for about
40 BizWomen Mentors in DC. These sharp
ladies came well-prepared, knowing there
would be several hundred attendees, they
smartly had plenty of Save the Date flyers on
hand for their May Dress for Success event!
Can’t wait to hear how well that event turned
out ... stay tuned!
Karen Clark (far right), with Carolina Bate
(left) and Kimberly Stephens (center).
Not pictured, Margaret Blaine
Congrats to our very own Cheryl
Calhoun, top 5 finalist for
Philanthropist of the Year. She,
along with 200+ women, were
recognized by The Los Angeles
Business Journal for making a differ-
ence in the community.
CBIZ Minneapolis employees and clients showing
support this Spring at the Twin Cities Sweet Success
Luncheon benefitting Dress for Success.
Out and About ... CWA in the Community
A Better Site with You in Mind!
Check out the newly updated CBIZ Women’s
Advantage website! Social media links allow you to
follow all things CWA ... plus new Events, new photos
and lots of great CWA content. Click here to view the
new site and bookmark the page for quick access!