2. 4 |Opening Remarks
5 | Our Company
6................Vision, Mission, Values
7................Services
9................Commitment to Clients
10 | 2013 at a Glance
11..............2013 in Review
12-13.........Event Timeline
14..............Association Clients
15 | Our Team
16-17.........Relax Team at Work
18 |Get in Touch
TABLE OF CONTENTS
“
board’s fundraising goal as they demonstrated their ability to plan and smoothy execute a
...I KNEW WE WERE IN CAPABLE HANDS WITH RELAX, IT’S HANDLED
in charge of the planning process. From the “big picture” to the minute details, The Relax staff
“
Relax, It’s Handled played a key role in exceeding the
TREMENDOUSLY SUCCESSFUL EVENT.
was thorough, knowledable and timely.
JAY GRINNEY
President and CEO, Healthsouth Corporation
Chairman, 2013 NCCJ Brotherhood & Sistershood Awards
3. Thank you very much for your interest in Relax, It’s
Handled and welcome to our 2013 Annual Report.
We are excited about sharing our highlights
and insights with you. The year 2013 was as
exhilarating as it was challenging for our firm and
the projects we managed on behalf of our clients.
We look forward to making 2014 our best year yet!
Sincerely,
ED FIELDS, MBA, IOM
MANAGING DIRECTOR
IT’S TIME TO
,OUR COMPANY
4
4. To provide volunteer leaders and not-for-profit executives
with association and event management services that
increase their income and deepen volunteer engagement.
To be a vehicle for team building, wealth creation,
creative agility and fun for our team. To add value to the
communities and organizations that we serve.
MISSION
To inspire excellence in our team, our clients and
our communities every wakeful moment.
RELAX
• Excellence, always
• Candor and compassion
• Do the right thing
VISION
VALUES
is an Association Management Company (AMC) that
provides exceptional event and association management
to membership-oriented nonprofit associations including
professional, trade, and civic organizations. We add flexible
capacity to mission-focused organizations in need of
additional, experienced support.
IT’S HANDLED
SERVICES
• Time Saving Volunteer Committee Management
• No Stone Unturned Project Plans and Timelines
• Customized Graphic Design and Publications
• Intelligent Social Media Management
• Pushy Media Outreach (TV, Radio, Print, etc)
• Smart Newsletter Creation
• Meaningful Event Evaluation and Summaries
• Thoughtful Budget Management
• Diligent Venue and Vendor Coordination
,
• Professional Headquarter Office Services
• Revenue Generating Certification and Education
Program Management
• Relax-worthy Event and Meeting Planning
• Hands On Membership/Chapter Management
• Fundraising Campaign Management
• Experienced Board Support
• Bookkeeping and Financial Management
• Intelligent Social Media Management
6 7
EVENT MANAGEMENT
Producing fundraising events can be
stressful. We bring experience and
horsepower to the table to ensure no
detail goes unnoticed and fundraising
opportunities are maximized.
ASSOCIATION MANAGEMENT
We manage professional, trade and
civic organizations. The organizations
have no staff, so we step in by handling
every phase of day-to-day operations.
We professionalize their nonprofits and
associations, giving them confidence
and continuity, year-in and year-out.
5. As the President of the 2013 Birmingham Inaugural Foundation I found myself with an immediate
need for an experienced event planner.
BOBBIE KNIGHTPresident, 2013 Birmingham Inaugural Foundation Board of Directors
Vice President - Birmingham Division, Alabama Power Company
TO MY DELIGHT, ED FIELDS AND HIS TEAM AT RELAX, IT’S HANDLED
WERE READY AND WILLING TO DO WHAT WAS NECESSARY TO MAKE
THE BIRMINGHAM INAUGURAL GALA A SMASHING SUCCESS.
“
“
The volunteers we work with want to see results. These individuals understand that they are
better serving their organizations if they recruit top talent – be they volunteer, full time staff or a
professional management firm like Relax, It’s Handled. They stay out of nitty-gritty details and focus on
governance, fundraising, relationship-building and industry advocacy.
Since 2007, more than 3,000 volunteers and leaders of 50+ organizations have been inspired,
organized and supported by Relax, It’s Handled. We have an intimate understanding of what
volunteers and executives need to be successful in collaborative, project-based situations. We have a
holistic understanding of the nonprofit experience because we have served as staff leaders as well as
volunteer leaders of nonprofit organizations.
9
COMMITMENT TO CLIENTS
His team handled everything from vendor negotiations, budgeting, volunteer management, decor
and worked closely with my staff team to ensure no gaps in communication. Equally important, my
confidence in Relax, It’s Handled allowed me to focus on fundraising and ensuring our Mayor, City
Councilors and School Board Members were made to feel special. Ed and his team were successful
in bringing their mantra, Relax, It’s Handled to life. I couldn’t have had a better experience!
7. JAN FEB MAR APR MAY JUN
The Brotherhood and Sisterhood Awards
Dinner continued as Birmingham’s pre-
eminent recognition awards for philanthropy
and social justice. Hosted by NCCJ of
Alabama, their Award recipient and Regions
executive, Bill Horton (L), beams with pride
alongside Awards Dinner Chairman and
HealthSouth CEO, Jay Grinney. With no
full time staff, Relax, It’s Handled worked
hand-in-hand with a dynamic group of
volunteer leaders to manage every aspect
of the event.
On April 16, Staci Brooks helped
launch Alabama Media Group’s
Statewide Tour of their “I AM GOING
ALL THE WAY” Photo Exhibit. Relax,
It’s Handled helped coordinate 9
tour stops across Alabama! photo via
AL.com
MARCH7-NCCJBROTHERHOODANDSISTERHOODAWARDS
APRIL16-BIRMINGHAMNEWSSIGNATUREEVENT
APRIL26-BABJROAST
MAY16-BIOALABAMAANNUALMEETING
MAY14-15ALABAMASHRMCONFERENCE
Birmingham citizens, including several
hundred adults and students removed
2.11 tons of debris from the West
Birmingham section of Village Creek
during the Annual Spring Clean-Up
for Village Creek Society. Relax, It’s
Handled provided very hands-on
program support for VCS all year in
2013 thanks to a national grant from
The River Network.
JUNE8-CASINOROYALE
Birmingham socialite, Deon Gordon
of Chronicle Studios with former Miss
Alabama, Kalyn Chapman James.
Nearly 600 young professionals
attended this UAB Minority Heath
Research Center fundraiser at
WorkPlay. The event featured live
entertainment, casino, celebrity
dealers, heavy hors d’ ouerves,
silent auction and full bar. Relax, It’s
Handled supported a large group
of more than 30 young professional
board members at every phase of
the event.
JUL AUG SEP OCT NOV DEC
MAY11-VCSSPRINGCLEAN-UP
APRIL22-23SEBCSPRINGEDUCATIONALCONFERENCE
SEPTEMBER6-7BABJMOUNTAINTOPAWARDSANDCONFERENCE
SEPTEMBER14-BSHRMEMPOWERMENTWORKSHOP
NOVEMBER23-LAPSFORCFGOES‘OVERTHEEDGE’
NOVEMBER11-DANCINGWITHTHESILVERSTARS
SEPTEMBER - NOVEMBER LETTER FROM BIRMINGHAM JAIL TOUR
CNN’s Don Lemon with Sara Verser
of Fox 6 (L) and Nan Baldwin of the
Birmingham Business Alliance (R).
Lemon served as keynote speaker
for the Birmingham Association
of Black Journalist’s Inaugural
Mountaintop Awards. Relax, It’s
Handled served as principal event
planners, providing support and
guidance to the BABJ Board of
Directors for this one of a kind
event held in conjunction with
the City of Birmingham’s 50th
Commemoration of the Birmingham
Civil Rights Movement.
Alabama Media Group President,
Matt Sharp, rappelled 17 stories down
One Federal Place to benefit children
with Cystic Fibrosis. Matt was just
one of several “Edgers” who took the
leap to raise money for this wonderful
cause. Relax, It’s Handled played a key
role in behind-the-scenes fundraising
strategies.
Former Miss Alabama and current UAB Government
Affairs Executive, Ceil Snow, in perfect form along
with professional dance instructor, Fabian Sanchez.
The 4th Annual Dancing With The Silver Stars is one of
Birmingham’s marquee fundraisers. Proceeds benefit
the UAB Comprehensive Center for Healthy Aging,
a department within the School of Medicine. Relax,
It’s Handled supported fantastic volunteers and UAB
planning staff. Our firm had significant responsibility in
the areas of dancer schedules, audio-visual production
management and media outreach.
Birmingham’s top theatre company -- Red Mountain Theatre Company (RMTC), produced a
statewide stage performance inspired by Dr. Martin Luther King, Jr.’s Letter From Birmingham
Jail. The performance featured RMTC Principal Actor, Cecil Washington, Jr. in 15 different
locations throughout Alabama, including universities, churches and theaters. Relax, It’s
Handled served as tour managers, coordinating venues, evaluations and connecting dots in
general.
AUGUST13-AMG’STHE‘NEXTMOVEMENT’
AUGUST14-16SRMSDCBUSINESSCONNECTIONS
AUGUST23-SEBCBIRMINGHAMSYMPOSIUM
OCTOBER1-SEBCFALLFLYIN
OCTOBER22-BIRMINGHAMINAUGURATION
OCTOBER11-BIOALABAMAAUBURNDAY
DECEMBER12-BVCANNUALMEETING
DECEMBER6-MBUSIHOLIDAYPARTY
Members of the Steering Committee for
the Atlanta-based Southern Employee
Benefits Conference (SEBC) enjoy a
moment together at a Birmingham,
Alabama symposium. Relax, It’s Handled
coordinated venue logistics and
supported the Atlanta-based Executive
Director run their operations, including
event management, bookkeeping and
website updates.
Over 800 people attend the
Birmingham Inaugural Gala
honoring the City of Birmingham’s
newly inducted Mayor, Birmingham
City Council and Birmingham
School Board.
Ed Fields with Mercedes-Benz
U.S. International President,
Jason Hoff, wife Kirstin Hoff
and MBUSI Communications
Manager, Feylicia Jerald. Relax,
It’s Handled served as the
principal event planner for the
party for nearly 1,000 MBUSI
Team Members and friends.
The Birmingham Venture Club
Annual Meeting hosted over
500 attendees, including venture
capitalists, entrepreneurs and
professional service professionals.
Relax, It’s Handled manages the
Club -- from major programs, to
bookkeeping to website updates
-- we keep the 300 member Club
running smoothly.
12 13
EVENT HIGHLIGHTS
FEBRUARY13-BSHRMWELLNESSLUNCHEON
*
Relax, It’s Handled provided a yoga
instructor to provide hands-on
instruction to help BSHRM members
find relaxing poses and stress-
relieving exercises in their offices.
visit www.relaxitshandled.com for current events!
8. All full service clients have meeting and event support from Relax, It’s Handled throughout
the year. These four clients represent 3 regional conferences, 16 monthly luncheons, 21 board
meetings and 2 major annual meetings.
OUR TEAM,BioAlabama is a statewide
organization representing
Alabama’s bio related
industries, research
scientists, clinicians and
business professionals
who are working together
to foster, develop and
support the life sciences in
Alabama.
Founded in 1943, the
Birmingham Society
for Human Resource
Management (BSHRM)
has grown into one of
the largest local chapters
of the Society for Human
Resource Management.
The Birmingham Venture
Club is an association of
business professionals
who seek to increase
the amount and quality
of venture capital-
related activities in the
Birmingham area.
SEBC is a non-profit
organization that provides
educational events and
networking opportunities
for professionals involved
in the employer-benefits
industry.
www.bioalabama.com
205.588.0047
administrator@bioalabama.com
www.bshrm.org
205.588.0048
administrator@bshrm.org
www.birminghamventure.com
205.588.1582
administrator@birminghamventure.com
www.sebc.org
404.812.9132
ameans@sebc.org
14
ASSOCIATION CLIENTS
9. “What I love most about
Relax, It’s Handled are
the people we work
with and the clients
we serve. Our passion,
skills and clients are the
driving forces behind
everything we do.”
“Spend a day at our
office and you will
quickly learn that
there is NEVER a
dull moment at RIH.
Take our firm’s name
literally; we work hard
so our clients can
relax!”
“It was an honor to
work with incredible
clients that have
made such an
impact on our
community. It was
satisfying to produce
events that exceed
expectations.”
KELLIE CLARK | PROJECT MANAGER
CAROLINECOLE|MARKETINGMANAGER
16
RELAX TEAM AT WORK
“Not only do I enjoy
partnering with such
an energetic firm, I
thrive off of it. The
Relax team always
brings passion for
events and I enjoy
being a key partner.”
ED FIELDS | MANAGING DIRECTOR
“A client told this once
and it couldn’t ring
more true for 2013:
‘Work expands to fill
the space allotted.
I’m so glad that work
expanded with Relax,
It’s Handled. I loved our
projects!”
17
KELLIE HARPER | OFFICE MANAGER ASHLEY GRIGG | PROJECT MANAGER
“We know where the
tough spots typically
are; we maximize
volunteer efforts and
get great results.That
makes people happy.
And, that’s why leaders
like doing business
with us.”
MEREDITH DALE | SPECIAL PROJECTS
10. GET IN TOUCH,
Main Office
1500 1st Avenue North | Unit 4
Birmingham, Alabama | 35203
[phone] 205.588.1565
[web] www.relaxitshandled.com
For service inquires contact
caroline@relaxitshandled.com
/company/relax-it’s-handled
WE CAN HELP YOU
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