June 21, Post-Event Report to Larkin Street Board of Directors
Winners Lifetime Achievement Award Larry Carter, Cisco (retired) Public Company with revenues above $500MM Tom Olinger, ABM Property Co. Public Company with revenues up to $500MM Willis Newton, First Republic Bank Emerging Company [new title for category] Will Waddill, OncoMed Community Service Jeni Izuel, Net Impact Non-Public Company Dick Bohling, Woodruff-Sawyer Transformation Agent Bill Stein, Digital Realty Trust
3 Best. Year. Ever. Gross Revenues at $435K, up 17% ($64k) over 2010, topped 2008 record of $420K Attendance at 550, up 20% (470 in 2010), for highest yet Reduced overall expenses 3%, even with more people to feed Highest net ever: $277K Buzz in the room: We LOVE this event, and we’ll be back!
4 The Numbers ($000) Attendance Gross Revenues$310 $408 $420 $363 $371 $435 Net $200 $240 $250 $220 $208 $277 Sponsors Revenues from Sponsors$181 $283 $269 $215 $246 $290 Revenues from finalists or in $117 $96 $131 $133 $117 $125 honor of finalists Other revenue $12 $29 $20 $15 $8 $20
5 Corporate Support Still Strong *= not a sponsor in 2010 †= 2011 finalist company Title Comerica Deloitte Leadership Perry-Smith VIP Robert Half Management Alumni Table Wells Fargo Main Reception PwC Platinum B of A Merrill Lynch Cal CPA Ernst & Young Gilead *† J.P. Morgan KPMG Spencer Stuart Gold AMB Property Corp *† Barclays Capital *† Citi *† Dodge & Cox Frank Crystal & Co. *† Hanson Bridgett LLP * Juniper Networks *† Morgan, Lewis and Bockius San Jose Construction Co. *† Silver Fortinet, Inc. *† Keefe, Bruyette & Woods *† Latham & Watkins LLP Morgan Stanley Reed Smith LLP * Sandler O'Neill & Partners *† U.S. Bank *† Bronze Annie's, Inc. *† Kreuzberger | Associates * Sard Verbinnen & Co *† U.S. Venture Partners *
6 Keys to Success It’s a GREAT EVENT! San Francisco Business Times support is essential and appreciated Strong Support from Returning Sponsors –Deloitte, Robert Half, Comerica, Perry Smith, Wells Fargo, Platinums It’s a benefit! –People like supporting Larkin Street while celebrating CFOs For Larkin Street-- Crackerjack CFO team—staff and volunteers Great Board support
7 Follow Up CFO Committee + staff to meet with sponsors to: –“Thank you” and deliver token gift –Obtain feedback on event—especially how to keep it “fresh” –Explore additional areas of support (including Golf Tournament, volunteers, foundations etc.)—especially for long- time supporters –Gain agreement for 2012 sponsorship Committee with staff support to follow up with finalists and winners to: –Ensure they feel honored –Convert to individual/corporate donors –Pass names to Corporate Committee and Major Donor Committee
8 Looking Forward: 2012 Leverage the corporate relationships: –Newly-formed Corporate Leadership Council –Corporate Committee and Major Donor Committees –Connect with Larkin Street Start with Sponsors early, and Nominations even earlier Keep Alumni participating Secure date early, get it on calendars