Growth by Design: Attract, Reward and Retain

Growth by Design: Attract, Reward and Retain
Event on 2015-02-25 15:00:00

Learning objectives:

  • Gain tools you can use to create a working document that integrates your marketing plan into your business strategic plan.
  • Identify the steps to fund your financial scorecard and strengthen your business and personal financial underpinnings.


Karen Mess Frashier, APR, Fellow PRSA
Advocate Marketing PR

To Karen, it’s all about bridging the gap between marketing and real communication for her clients and her causes. She is an award-winning professional with an MBA who produces measurable results for both. As chief strategist and CEO for Advocate Marketing PR, she uses strategic public relations, marketing, branding, communications, and government relations skills to solve business challenges.

Karen’s experience with large, complex organizations means she understands the intricacies of both the big business and non-profit worlds. For example, at the MetroHealth System in Cleveland, Ohio, she developed and implemented a comprehensive plan to help secure more county funding for the large hospital system. Approximately 4,600 people sent letters, petitions and postcards to the commissioners. Three editorial board meetings spawned three favorable, high-profile articles and four endorsing editorials. She also developed a comprehensive data base for follow-up. The commissioners granted an million subsidy increase and an advance of million on a future property sale to MetroHealth.

At Grady Health System in Atlanta, she re-energized the Henry W. Grady Foundation by hiring an experienced director, adding 10 new board members from major Atlanta businesses and completing the health system’s first-ever million fund-raising drive.

Karen has improved the strategy, reputations and brands of Tampa-based Gracepoint, the Mental Health Care Foundation, and LifePath/Good Shepherd Hospice. She’s also managed marketing and PR for Charleston Area Medical Center in Charleston, W.Va.; and Affinity Health System in Menasha, Wisconsin. She is a fellow of the National Association of Public Hospitals, and has been an active Rotarian in four states—including Florida.

Karen is a fellow of the Public Relations Society of American and accredited in public relations. She has dedicated much of her society service to mentoring candidates for universal accreditation in PR. Over the past four years, she and chapter partners have mentored 23 new APRs in Tampa—a PRSA record. She was elected East Central District chairwoman in 2000. Karen is honored to have been recognized with many PRSA chapter and district awards for her public relations programs including Practitioner of the Year and Best Project of the Year for 2000.

Karen believes in giving back to the community and has been active with Community Stepping Stones, Healthy Together, the Crisis Center of Tampa Bay, United Way allocations and Girl Scouts of America where she holds the rank of First Class Scout (that’s Eagle Scout for all you guys out there).

Sherida Ferguson, CFP®, CEBS®, AWMA®, CRPC®
SL Ferguson Wealth Management Services, Inc.
A Partner Affiliate of Csenge Advisory Group.*
Phone: (813) 892-9782 E-mail:

Sherri Ferguson has over 30 years’ experience in the financial services industry. She has earned the designations of Certified Financial Planner™, Certified Employee Benefits Specialist™, Accredited Wealth Management Advisor™, and Chartered Retirement Planning Counselor™.

She worked for Citi Global Markets as a Wealth Management Specialist where she created “The Art of
Discovery” Training Module to teach financial professionals how to obtain the financial data and goals to chart a course for clients to achieve financial security. She has worked for Merrill Lynch, and was Regional Marketing Director for Hartford Life and Annuity Company.

Ms. Ferguson has provided financial plans to individuals and has worked with business owners and corporate executives to help design tax-advantaged solutions for providing compensation and retirement benefits to attract, retain and reward key employees. She can provide investment advisory services to business owners and
individuals to help them attain their financial goals.

Ms. Ferguson is a member of the Tampa Bay Chapter of Certified Employee Benefits Specialists, a member of the University of South Florida Alumni Association, the Centre Club, and Femfessionals. Sherri is also a member of the Advocacy Board of the Gus Stavros Center for Free Enterprise and Economic Education at the University of South Florida. She is a former board member of Florida’s Prepaid College Tuition Plan.

USF is an Equal Opportunity/ Equal Access/ Affirmative Action Institution. Please notify USF CONNECT, 3802 Spectrum Blvd., Suite 100, Tampa, FL, 33612, call 813-974-1082, or email Stephanie Ashley at, a minimum of five (5) working days in advance, if an accommodation for a disability is required.

Disclaimer: The University of South Florida and USF Research Foundation, Inc. are committed to the free exchange of ideas, reasoned debate and intellectual dialogue. Speakers and scholars with a diversity of opinions, perspectives and professional experiences are invited to the campus to provide the community with important or differing points of view, some of which may be deemed controversial. The views, opinions and conclusions of those invited to speak on the campus do not necessarily reflect the views of the university administration or any other segment of the university community. Nor are those invited to speak on campus necessarily authorized agents or representatives of the University or Research Foundation. The use of University or Research Foundation facilities for an event or presentation does not constitute an endorsement by the University or Research Foundation of the views, opinions and conclusions of those invited to speak.

at USF CONNECT Boardroom
3802 Spectrum Blvd
Tampa, United States

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