Welcome Chairmans Welcome Nick Unkovic BABC Chairman British Cons - - PowerPoint PPT Presentation

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Dec 04, 2022 122 likes •413 views

Welcome Chairmans Welcome Nick Unkovic BABC Chairman British Cons onsul ulate Upd pdate Mary-Eve McNerney Acting British Consul General for San Francisco FR FR BABC BC 64th Annual General Meeting Sept ptembe ber 16th, h, 2020

SLIDE 1

Welcome

SLIDE 2

Chairman’s Welcome

Nick Unkovic BABC Chairman

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British Cons

nsul

ulate Upd pdate

Mary-Eve McNerney Acting British Consul General for San Francisco

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1. Chairman’s Welcome Nicholas Unkovic, BABC Chairman 2. British Consulate Update: Mary-Eve McNerney, Acting Consul General to San Francisco 2. President’s Report: Stephen Wares, BABC President VP Business Development, CCW Business Solutions 3. Financial Report: Stephen Legg, BABC Treasurer, Partner, Grant Thornton 4. Membership Report: Maya Mancuso, BABC Senior VP US Business Relationships Manager, Bird&Bird 5. Executive Director’s Report: Jo Healey, Executive Director, BABC Northern California 6. Election of Directors: Edward Grenville, Nominating Committee Chair Partner, Inspire Law Group 7 Any Other Business: An opportunity for people to raise questions

BABC BC 64th Annual General Meeting

Sept ptembe ber 16th, h, 2020 – 5.15pm a

AGEN GENDA

SLIDE 5

President’s Report

Steven Wares

BABC President VP, Business Development

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Treasurer’s Report

Stephen Legg BABC Treasurer Partner

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FR FR

REVENUES As at the end of March 31st2020:

2016 2017 2018 2019 2020 Xmas Lunch net of related costs 75,494 78,989 104,060 93,122 120,868 Membership Dues 168,855 130,664 257,132 239,915 224,587 Net Rental Income 0- (22,918) (48,645) Regular events net of related costs (2,445) 4,276 13,629 22,193 (137) J1-Visa Program/Misc./Interest 1,179 1,194 144 665 247 Total Revenues 243,083 215,123 374,965 332,977 296,921

EXPENSES

Salaries, Consultants and related 165,144 169,148 189,677 265,276 290,276 Office and related 56,410 58,309 59,050 30,576 23,562 Credit card/PayPal fees 5,548 6,171 10,125 8,957 7,253 Equipment, software, website, IT 10,724 9,074 16,893 20,843 10,703 Total Expenses 237,824 242,702 275,745 325,652 331,794 INCREASE (DECREASE) IN NET ASSETS - CASH BASIS 5,258 (27,579) 99,219 7,325 (34,874)

2019/20 Prof

fit & Los
ss

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Balance She heet As at 3/31/2020

ASSETS 31-Mar-16 31-Mar-17 31-Mar-18 31-Mar-19 31-Mar-20

Cash Checking 157,049 129,666 227,945 129,224 99,552 Money Market 350 350 350 75,459 75,598 Deposit (Rent)

24,000

24,000 Pay Pal / Square Deposits 52 1026 217 7,775 100 TOTAL ASSETS 157,451 131,042 228,512 236,458 199,250

SLIDE 9

Memb mbership Report

Presented by Maya Mancuso, VP Events

Maya Mancuso

Senior Vice President, BABC Northern California. US Business Relationships Manager

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FR FR

Membe bership p at a Glanc nce as at 9/15/2020

31

Business

13 Paid; 4 Courtesy $6,500

24

Young Professionals

$2,400

9

Patron

7 Paid; 2 Courtesy $70,000

12

Premier

12 Paid, 1 Courtesy $71,000

44

Corporate

26 Paid; 18 Courtesy $52,000

Top Tier

61

Individuals

57 Paid 4 Courtesy $11,400

13

Community

4 Paid; 9 Courtesy $2000

Standard Tier Membership (In ChamberMaster)

198

Member Accounts

161 Paid; 37 Courtesy

634

Member Reps

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Executive Director’s Report

Jo Healey BABC Executive Director

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The Networ

22 Chapters total 18 in North America 4 in the UK

As of today’s date, BABC Northern California has 198 Member Accounts consisting of over 634 representatives.

SLIDE 14

Executive Director’s Report

Jo Healey BABC Executive Director

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PATRON MEMBERS PREMIER MEMBERS

Our thanks to all our Members for your year-round support of the BABC and especially of our Patron & Premier Members

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COMMUNITY PARTNERS CHARITIES WE SUPPORT

Our thanks to all our Community Partner Members

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2019/20 Events Prod

uced d & Prom

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$10,600+ raised for Play Rugby USA

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BAB ABC Upc pcom

ming

ng Events

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Electi tion Results ts

Ed Grenville

BABC Secretary Business, M&A and Finance Attorney

SLIDE 24

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Alan Jones PWC Stuart Keirle Tri Counties Bank Kathleen Kimura Tokyo Express Company Paul Llewellyn Lewis & Llewellyn Alan Mackay Werqwise Carmen Sanchez City National Bank Graeme Boyden Vistra Adrian Bray AssayCS Emma Cockerton Florin Pension Henry Davies Turner & Townsend Lucy Leonelli Twilio Catherine House Sperry Van Ness Paul Tormey Fairmont San Francisco Julie Wicklund Cooley, LLP Gregory Wald Squire Patton Boggs Jeremy Woan CyraCom International

2020/21 Incumbe bent Director

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BOARD OF DIRECTORS Andy Mackay 2020 Productions Derick Duchodni HSBC Edward Grenville Secretary Inspire Law Group Janis MacKenzie Mackenzie Communications Stuart Bagshaw BAB Leap Tracey Isacke Silicon Valley Bank Warner Johnston ACCA USA MayaMancuso Senior Vice President Bird&Bird Nick Rowe NCC Group Stephen Wares CCW Business Solutions Stephen Legg Treasurer Partner, Grant Thornton

2020/22 Directors Nomi minated fo for Re Reelection

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NEW DIRECTORS Adam Wilson British Airways Gary Brown Furnished Quarters Richard Clarke ACE Relocation Jerry Erickson Erickson Immigration Group Mark Johnston Invest Northern Ireland Kiki Stannard Fitzgerald & Law

2020/22 New w Director Nomi minations

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Thank you for joining us and your continued support

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BAB ABC Social Media

LinkedIn Twitter Facebook Facebook.com/babcsf @babcsf LinkedIn Email List

2197 866 1910 833 Year 2020 Year 2019 1,380 1,362 4,054 4,741