June 2018


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Act with Excitement,
serve with
Willingness and
show up with


In This Issue

  1. President's Letter
  2. RSVP for the June Meeting
  3. May Meeting Highlights
  4. Meeting Feedback
  5. Member Firm Highlight
  6. Spotlight on Our Past
  7. Board Reports
  8. Announcements
  9. Supporting our Members
  10. June Birthdays and Firm Anniversaries
  11. Etiquette Tip - Making a Great First Impression
  12. Tech Tips
  13. Board Members/Contact Information


President's Letter


Hello EWI of Tulsa,

Welcome to May and warmer weather in Oklahoma! As evident in our past chapter meetings, our programs committee continues to score hits with our monthly chapter meeting – what a great EWISP/ASIST banquet! Thanks to Tulsa Tech for hosting us and congratulations to all our scholarship winners.

The Corporate Board and the LCAM committee are working to provide a world-class conference and annual meeting that will consist of a new AOL module, the return of the Corporate Reading Rally, and an unforgettable 80th EWI birthday celebration!  More details will be coming soon. Make plans now to attend in Raleigh, North Carolina!  We want YOU there!



Have you ever entered a room and wondered how to join a conversation already in progress or when introducing your boss, whose name should be presented first?? If so, next month’s meeting is for you! In a fabulous setting at El Guapo South restaurant, our guest speaker will teach us all about proper business etiquette – you won’t want to miss.  Our color theme for the meeting will be YELLOW. Looking forward to seeing you there. 

Our July 12th meeting will be a business meeting wherein several votes will be taken. As a reminder:  Definition of “in good standing” – Good standing is based on timely payment of Corporate and Chapter dues (by designated deadlines), attendance requirements met or likely to be met within the current operating year of the Chapter, and an up-to-date status of meeting fees. When any one or all of these conditions are not met, a Member Firm, Firm Representative, or Individual Member will not be considered “in good standing.” In this event, a Member Firm, Firm Representative, or Individual Member will be ineligible to vote on Chapter matters, and the Member Firm and Individual Member will be ineligible to raise an objection to the posting of a potential Member Firm or Individual Member.
As always, with the help of our board, advisors and membership, we will continue to build our legacy through strong lasting firm memberships and in helping our Reps be the very best versions of themselves – I encourage each of you to be present in everything you do, every day.

Remember our thought for the day from the last chapter meeting – Act on your intuition (when it comes to other people’s needs). Sometimes you can just tell when someone is upset or having a bad day. In such cases, being considerate means checking in with them to see if your intuition is correct. If your intuition is telling you to reach out – do it: Your concern will be appreciated.

Building our legacy together,



June Chapter Meeting Notification


Monthly Meeting | Business Etiquette

The color theme for June's meeting is Yellow!

Thursday, June 14, 2018 

5:30 pm - Check-In/Registration & Icebreaker
6:00 pm - Meeting Begins

Location:  El Guapo's South
8161 S Harvard Avenue, Tulsa, OK

David Wagner, Partner & CFO, Schnake Turnbo Frank

Business or Business Casual

$40 Members and Guests
$30 Sustaining Members

RSVP by noon on Friday, June 8, by clicking the button below. If you are unable attend, please let us know why.

Please bring checks payable to EWI of Tulsa to the meeting or mail to:

    Crystal Black
    One Digital
    201 South Denver, Suite 400
    Tulsa, OK 74103




May | EWISP/ASIST Scholorships




Above: The 2018 EWISP and ASSIST Winners!




Top Left: Steve Turnbo, Judge, Schnake Turnbo Frank and Judy Russell, ONEOK, Inc.

Top Right: Tinesa Siebert, Montereau; Kelly Hathcoat, LUXA Enterprises, and Linda Polson, Sustaining Member

Bottom Left:  Rita Young and Teri Edmondson,
The William K. Warren Foundation with Myra Trahern, Lifetime Member

Bottom Right:  From Cascia Hall:  Sally Fenska, Science Teacher; Erika E. Ravitch, EWISP 1st Place; and Eleanora Ruggieri, Erika's mom






  • Loved his “all about we”.
  • Very appropriate remarks.
  • Jeff was fantastic. BCDP committee should always check to see if a past scholarship winner can speak at the banquet.
  • It was great for all of us to hear from him and his perspective as a scholarship recipient.
  • Jeff did a great job of presenting inspiring concepts for the students...and our members!
  • Wonderful speaker choice. Always stayed on point and his remarks were fresh and relevant.
  • Loved that he spoke to and encouraged the scholarship recipients and that he himself was a past recipient.


  • I thought this particular meal was average. The vegetables appeared and tasted overcooked. The chicken was not very warm. Typically, Catering by Orr is better.
  • Best meal all year!
  • Just Catering by Orr always does a fabulous job.
  • Impressively hot - thank you.
  • Excellent meal, very well done. Staff excellent as well.
  • I heard great comments about the meal. The vegetables in particular were delicious.


  • I thought the room was a very good size for this type of meeting.
  • The only downside was the elevator not working.
  • Beautiful facility.
  • Beautiful room!
  • Tulsa Tech BA Campus was very nice.
  • Such a great building! Comfortable, natural light, great venue. Tulsa Tech has been very good to us! A most efficient and well executed BCDP program, congrats to Tinesa and Sam and their committees.
  • While the facility was awesome and we should use for future meetings, the location was pretty far out for the majority -- especially for an event with so many guests.



Firm Highlight



Founded in 2003 by The William K. Warren Foundation, Montereau was designed for Tulsa seniors to continue to live an active lifestyle that represents their values, spirit, and style. Montereau has earned a reputation for raising the bar for nonprofit continuing care retirement communities (CCRCs). It’s a warm, welcoming community that takes pride in giving its residents opportunity, hospitality, security, and compassion. The mission of Montereau is to value, support, and uplift the lives of older adults and the people who care for them.

As a Continuing Care Retirement Community, Montereau offers residents a continuum of housing, residential, and health care services. Should they ever need it, the best of caring professional services is available on-site at The Health Centers at Montereau, which are comprised of The Villa assisted living, The Chateau skilled nursing and The Abbey Alzheimer’s/Dementia Care.

Representative: Tinesa Siebert



Spotlight on Our Past



1998 Chapter President
Patti Lucas
Mark Iv Automotive


Corporate Theme:
“Rise to the Challenge...Continue the Dream...1938-1998”


At Patti’s installation, she told about stitching a needlepoint canvas for her church and indicated that she worked on it everywhere she went for EWI.  At the Firm Night held at Gilcrease Museum, Mary Helen Stanley mentioned Patti’s finished canvas, but Patti noted that the Tulsa Chapter was just beginning to seize our “challenge” and surpass our “dream” for the year. 

Highlights of 1998 included:

  • The Tulsa Chapter elected four delegates to Annual Meeting in Atlanta for the first time;
  • EWISP Scholarships totaled $10,000;
  • Laura Gordon was the first-place winner of both the Tulsa Chapter and the International EWISP scholarships;
  • ASIST scholarships totaled $5,000;
  • The first Kids’ World literacy project included handouts highlighting five EWI countries and reached 20,000 area children;
  • The tenth annual “Scholastic Classic” Golf Tournament earned over $37,000 and had two flights with 133 golfers participating;
  • The Chapter selected two Executives of the Year – Blake Hastings and John Rooney;
  • A Chapter Data Committee was established (precursor of the e-mail chain);
  • A task force investigated a website for Tulsa; and 
  • Myra Trahern served as International President.

Personal note from Patti:

“Remember, no one year stands alone.  Our canvas belongs to all who conceive the color, weave the shades, rip out stitches, and allow for the continuation of the design to hold the new pattern high.  I am honored to have served with you in 1998.  Thank you!” 


1998 EWI of Tulsa Board of Directors



A phenomenal year for the Tulsa Chapter with Myra Trahern as the EWI International President and Laura Gordon as the 1st Place International EWISP Winner!  (And, yes, that is Laura Gordon on the lap of Jane Fonda, one of the EWI Annual Meeting speakers.)



Community Project - Kids' World                          1998 Scholastic Classic Golf Tournament



Co-Executives of the Year:  E. Blake Hasting and John E. Rooney



1998 Annual Meeting in Atlanta



April Board Reports



Membership Report

We currently have 43 member firms and 1 Individual member.

Leading Ladies
Eva Blair, Magoon & Associates
Kim Bowman, TD Williamson, Inc.
Teri Edmondson, The William K. Warren Foundation
Colleen Farris, Moody’s Jewelry
Jamie Harris, Helmerich & Payne, Inc.
Margaret Harrison, Tulsa Community College
Samantha Johnson, US Beef Corp. (Arby’s)
Dana Nichols, Cimarex Energy Co
Trish Richey, Helmerich & Payne, Inc.
Judy Russell, ONEOK, Inc.
Tonya Solomon, Individual Member
Rita Young, The William K. Warren Foundation

BCDP Report

Twenty students submitted applications out of 25. Of the twenty, three finalists were selected.

  • Iesha-LaShay Phillips- Jenks High School received $4,000 scholarship
  • Lucy Duran-Camacho- Union High School received $5,000 scholarship
  • Erika Ravitch- Cascia Hall Preparatory School received $8,000 scholarship and will also be entered into the EWI Corporate Level Competition.
  • Jenks, Union and Cascia Hall advisors each received a $200 check for their schools. 

Thirteen applications were submitted. Of the thirteen, five finalists were selected.

  • Stacy Hill
  • Brittany Nunley
  • Diana Phillips
  • Brittany Randall
  • Nicole Tarver- she also will be entered to compete on the Corporate Level






New Sergeant of Arms Email

We have set up a generic email for our RSVPs. Please use saaewitulsa@gmail.com for all correspondence regarding meeting attendance. Thank you!



Thank you from Restore Hope

Thank you for EWI Tulsa Chapter's generous contribution to Restore Hope Ministries! I know Jeff had a wonderful time meeting with you and discussing many of the heartbreaking needs of our community. 




Link to Merrill Lynch WebEx



Something Extra...
Lead Like a Woman - Ask for What you Need!


I had lunch with a client today whom I respect and adore. She’s feisty, a leader in her field, and she pushes the boundaries of business by doing things her way. While we were chatting, she said something that rang true for me. For her newest role at a large company, she said she “Asked for what she needed.” And she got it!

Women are gaining power in the workforce, we are earning more degrees than men and many of us are now breadwinners at home. We are different, and so are our needs and challenges. But the modern office is built around the needs of men.

In order to truly succeed in business, women need to own who they are and their needs. We must start asking for, or demanding, what we need to be successful and to help our organizations shine.
So how do we do that, successfully? I’ve come up with some pointers that can help. Here are 5 things we can do to make sure women are getting what they need from the workplace:

1.        Ask. And then ask again. Make it a habit. This can be hard for some women. Many of us spend our time responding to the needs of others rather than looking internally at what we need. Start small. Ask for something trivial at first, work your way up to the big things. If you’re looking for more flexibility in your schedule, ask for it a little at a time. Negotiation is like a muscle, the more you use it, the stronger it will become.
2.        Raise your hand. Women need to show that they are achievement-oriented. You can do this by looking for projects that stretch your abilities. Men ask for these up to 4 times more often than women. Even if you aren’t confident that you can complete the project at 100%, stretch and take it on. You may surprise yourself.
3.        Toot your own horn to get what you need. Be your own advocate. Make sure that upper management and peers know what you do and how well you do it. It’s not just about compensation, it’s about being an expert and creating value through consistent results. If you don’t say it loudly, no one else will.
4.        Look for an advocate. Your champions can advocate for you and work as long as they are exposed to your accomplishments. They can pull you up because you are amazing at what you do. Surround yourself with people who acknowledge and fight for your value.
5.        Expect criticism. Women who are assertive and advocate for themselves can, sometimes, be labeled incorrectly by both men and other women. But if you don’t ask for what you need, your career can be at a standstill, or a crawl. Assume backlash, but don’t be brought down by it.

It’s exhausting to read comments from others in articles, blog posts and even in books that paint women as wish-washy and full of fear. It's time to acknowledge that many of us are assertive without being abrasive. We are comfortable with power and we know how to stand up and promote our ideas!

Ask for what you need. If you don’t ask, the answer is always no.
Andrea Heuston

Award-Winning CEO at Artitudes Design



June EWI Birthdays

June 2 - Diane Cariker - Tulsa City-Country Library
June 3 - Mary Morrow - Sustaining
June 10 - Debra Coughlan - Sustaining
June 15 - Lisa Stansill - U.S. Beef Corp. (Arby's)

June 3 - Scott Burnett - Burnett, Inc.
June 7 - Tyler Jones - Moody's Jewelry
June 14 - Kimberly Johnson - Tulsa City-County Library
June 20 - Jody Davis - Accent Moving & Storage, Inc.
June 27 - James Cunningham - Hyatt Regency Tulsa
June 30 - Mark Fried - Alzheimer's Association
June 30 - Jeff Davis - U.S. Beef Corp. (Arby's)

June EWI Anniversaries

Firm Anniversaries
June 1992 - World Travel Service




Etiquette Tip:

Airline Travel Etiquette


Having recently taken a short trip aboard a Southwest Airline flight, I was reminded of some “do’s” and “don’ts” that should be followed when traveling by air.  Here are a few pointers from Jacqueline Whitmore, an etiquette expert and former flight attendant (as well as from me).

  • Be prepared before you go.  Check online for the most current rules and regulations of both the airline and TSA regarding baggage and carry-on items.
  • Allow adequate time.  Be sure to get to the airport with time to spare, which is a minimum is one hour before a domestic flights and two hours before an overseas flight.
  • Never carry on a bag that is heavier than you can lift.  If the bag is too heavy for you to handle, check it. And, if you see someone struggling with their bag(s), offer to help. 
  • Check behind you before you recline your seat and then recline it slowly.  Be aware that the person behind you may be using their tray table for their laptop or food.
  • Allow the person that is in the middle seat to have both of their arm rests.  They already have the most uncomfortable seat for the flight, so give them the courtesy of using both arm rests.
  • Allow people in front of you to disembark first.  Jacqueline Whitmore states, "It's strange how people will patiently endure a ten-hour flight, yet a ten-minute wait to get off the plane seems like torture."
  • Be respectful of your fellow passengers.  Avoid eating any foods that are noisy or smelly on the plane.  Also, be aware of your child’s behavior and make sure that they are not disturbing others.  While you can’t always do much about a crying baby, you can make sure your older child is not kicking the seat in front of you.

The bottom line is to be respectful of others at all times.  Flying is not as glamorous as it once was.  Seats are narrow and leg room is limited.  Traveling any distance can make everyone a bit grumpy.  A friendly smile goes a long way in making the trip a better experience for everyone, including YOU.



Tech Tips!


If you don’t want your phone’s calendar to change time zones when you travel, you can lock down your appointments.

The iPhone picks up the time in your current location when it connects to a nearby data network. This can be convenient for traveling because you get the local time instantly.

If your calendar appointments are shifting to reflect the local time and throwing off your schedule, you can tell the calendar app to ignore the time zone the phone is using. So this means an 11 a.m. appointment made in New York will still be scheduled for 11 a.m. on the calendar, even if the phone’s own clock has moved five hours ahead to London time.

In recent versions of iOS, go to the Home screen, open the Settings icon and select Calendar. On the Calendar settings screen, tap Time Zone Override. Tap the button next to Time Zone Override to enable it and confirm that the time zone listed below shows your home location where you make all your appointments. Previously scheduled events on the calendar should then stay put, regardless of the time zone the phone is in.


2017-2018 Officers & Directors

Angie Walters, Schnake Turnbo Frank
918-582-9151, x242

Vice President/President-Elect
Lisa Stansill, United States Beef Corp. (Arby's)

Sheila Sayne, Neuens Mitchell Bonds pllc

Crystal Black, One Digital

Gayle Dicus, Naples Flat Bread Kitchen & Bar
or saaewitulsa@gmail.com

Tinesa Siebert, Montereau

Membership (Recruitment)
Reta Hallam, LDKerns Contractors

Membership (Retention)
Trish Richey, Helmerich & Payne, Inc.

Samantha Johnson, United States Beef Corp. (Arby's)

Pam Taylor, Dewberry


Tonya Solomon, Individual Member

Jody Davis,
Accent Moving & Storage, Inc.
Agent for Mayflower Transit, LLC

Judy Russell, ONEOK, Inc.


Our Vision

To be a professional organization that creates value for its member firms and their representatives through career development, business connectivity, and involvement in local communities.  


Our Mission

EWI brings together key individuals from diverse businesses for the purpose of:

  • Promoting member firms;
  • Enhancing personal and profession development, and,
  • Encouraging community involvement.