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DTSTART;TZID=America/New_York:20241219T090000
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UID:19071-1734598800-1734607800@innovatenewalbany.org
SUMMARY:Expert Office Hours: December 19\, 2024
DESCRIPTION:Thursday Dec 19 | 9:00-11:30AM \nMeet 1-on-1 w/ the Experts you need –\n100% VIRTUAL Format \nInnovate New Albany created Expert 😎 Office Hours to make it easy for business owners & aspiring entrepreneurs to get the answers they need. \nPlease set all your appointments by 12 Noon\, Wednesday 12/18/24.\nWe will end registrations at Noon\, so our Experts can plan their Thursday schedules.\nSTEPS\n1. Review our roster of Experts\, below\n2. Click on the link below the Expert’s name to schedule an appointment\n3. Make individual appointments w/ the experts you need – just ONE – or\, up to a maximum of FIVE\n4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment\n5. Thurs Dec 19: at time of each appointment\, click on Zoom link to meet w/ your selected Expert \nNOTES\n1. For most of you\, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software \n2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org” \n  \nSchedule up to five 30-minute meeting(s) below:\nJordan Campbell l Huntington National Bank\nFunding Businesses thru SBA Programs\nJordan began her career at Huntington in 2016 as a relationship banker at the German Village\, OH branch. She then moved into business banking as a treasury management advisor\, supporting the Central and Southern\, OH branches. \nIn 2019 she joined the Dedicated Business Relationship Manager team and managed a portfolio of 200 business banking clients in the Cincinnati area. She transitioned to a Business Development Officer in Central\, OH working to find new business banking clients to bring to Huntington Bank and most recently has become an SBA Product Specialist focusing on SBA lending for Central\, OH business owners. \nGreat questions for Jordan:\n\nSBA Loan Options: What types of SBA loans are available\, and how can I determine which one is the best fit for my business?\nEligibility Requirements: What are the key qualifications for obtaining an SBA loan\, and how can I determine if my business meets them?\nBusiness Expansion: How can SBA financing help with growing my business\, such as acquiring new equipment\, opening a second location\, or purchasing inventory?\nPreparing a Strong Application: What are the most common mistakes business owners make when applying for SBA loans\, and how can I avoid them?\nUnderstanding Loan Terms: How do SBA loan terms compare to traditional loans\, and what should I consider when evaluating repayment terms?\nImproving Financial Position: What steps can I take to strengthen my financial position and increase my chances of getting approved for an SBA loan?\n\nClick here to schedule 30 minutes with Jordan.\nEvan Marsh l WynHouse\nInnovation Consulting & Corporate Venture\n \nEvan Marsh and the WynHouse team support entrepreneurs and organization by solving process inefficiencies through technology. \nEvan is passionate about M&A\, consulting\, business development\, corporate venture capital and innovation. Outside of his role as Managing Partner\, he is an active angel investor and advisor to early-stage organizations. \nGreat questions for Evan:\n\nHow do I find innovation projects at my day job?\nHow do I know if my business is a good fit for investment from a corporate venture fund (CVF)?\nI’m a seasoned entrepreneur looking for my next project\, how do I find commercialization opportunities?\nWhere do I go to learn more about process innovation?\nHow do I identify areas for improvement in my organization?\n\nClick here to schedule 30 minutes with Evan.\nMatt Cynkar | Rev1 Ventures\nResources for High Growth Startups\nMatt Cynkar serves as Managing Director at Rev1 Ventures. In that role\, Matt leads the team that serves as the first touch point for the more than 700 entrepreneurs who reach out to Rev1 each year. That team connects entrepreneurs quickly with the startup resources available within Rev1 and throughout Ohio’s startup communities. \nMatt manages exploratory meetings between qualified entrepreneurs and the Rev1 team members. Matt ensures seamless handoffs for entrepreneurs between their early contact with Rev1 and the next steps on their journey\, which may be Rev1’s Customer Learning Lab\, client engagement planning\, or referrals to other support organizations or programs. \nBefore joining Rev1\, Matt played key roles in Market Research and Customer Insights at Alliance Data and Bath & Body Works. Matt is a graduate of Miami University. \nGreat questions for Matt:\n\nI have an idea for a high-growth startup; can Rev1 help me determine if it’s\nworth pursuing?\nI’ve launched a startup; can Rev1 help me get funding to grow it?\nWhat other resources does Rev1 offer to help entrepreneurs?\nHow does an entrepreneur get started with Rev1?\nI see that Rev1 works in corporate innovation; how can I learn more?\n\nClick here to schedule 30 minutes with Matt.\nKevin Hammond | Ohio SBDC\nBusiness Management Advice\nKevin Hammond has been a business management consultant for 13 years\, mostly focused on small businesses and start-ups. Kevin has been on the SBDC team for almost ten years as a consultant. Prior to consulting\, Kevin was in financial services at Chase Manhattan. Kevin has an undergraduate degree in Business Administration from Ohio Dominican University and an MBA from Capital University. \nThe Ohio SBDC is part of America’s SBDC national network comprised of over 1000 Centers across the U.S. including 28 in Ohio. The Ohio SBDC Network provides one-on-one advising\, by Certified Business Advisors\, at no cost and conduct no or low cost business training. \nGreat questions for Kevin:\n\nI have a business idea. What is my next step?\nHow do I market my services and products?\nHow can I take my business to the next level?\nHow and where can I get money for my business?\nHow do I keep track of my financial records and assure I’m tax compliant?\n\nClick here to schedule 30 minutes with Kevin.\nBrett Rosenstein | Build Accounting\nAccounting & Taxes for Startups\n \nWith 15 years of experience in the accounting industry\, Brett is a highly skilled Certified Public Accountant dedicated to helping tech startups and SaaS businesses navigate the complexities of accounting and taxes. \nBrett previously worked for Plante and Moran\, a large public accounting firm in downtown Columbus. Having the entrepreneur “bug”\, Brett started Build Accounting in 2019. Over the years\, Build Accounting has grown to a team of five and today provides tax filing\, accounting\, and advisory services for tech startups and SaaS business. Build Accounting’s mission is to make the accounting and tax process as easy\, simple\, and headache-free for founders as possible. Build uses cloud-based accounting systems and current technologies to help founders understand their numbers and make informed decisions that will benefit their company. \nDuring the day\, Brett can be found working out of the Innovate New Albany offices. While\, in his free time he enjoys running\, spending time with his wife and daughter\, and trying new pizza places around Columbus. Between 2011 and 2013\, he tried 100+ pizza places in the Columbus area. \nGreat questions for Brett:\n\nWhat is the best entity structure for my business?\nWhat are the tax compliance requirements that I should be aware of?\nWhat are the bare minimum OR best practice accounting and tax requirements I should be taking to ensure I stay out of trouble with the IRS.\nHow can I ensure I am picking up all available deductions for my business?\nWhat else should I know about that I may not be thinking about when it comes to the accounting and taxes for my business?\n\nClick here schedule 30 minutes with Brett.\nArthi Rathi | Book + Street\nFinancial Modeling\, Cash Flow\, Pricing Model\, & Equity Compensation\nArthi Rathi is a CFO at Book+Street\, a financial services firm working with startup businesses in Ohio and the Midwest. A CPA by background\, Arthi climbed the ladder in Big 4 consulting and at a Fortune 25 company and has over 15 years of financial\, operational and management experience. She is a strategic problem solver delivering financial value through a deep understanding of business and collaboration. \nArthi enjoys helping clients weave their stories through numbers to help business partners craft new ventures\, grow businesses and showcase their value. Through her work\, she has gained advanced skills in technical accounting\, revenue recognition\, deal modeling\, and strategic finance. She loves working with startups because it allows her to solve problems creatively by rolling up her sleeves\, diving into data and learning through cross-functional teamwork. \nGreat questions for Arthi:\n\nWhat is my Burn rate and how long will my cash last and what do I need to raise?\nHow do I develop a revenue forecast? How do I determine ARR. What are the key financial metrics to analyze my business\nWhat type of financial information do potential investors expect when considering an investment?\nDo I need to give my employees equity? How do I set up my cap table and model scenarios for equity considerations?\nEconomics to consider for pricing my service / product\n\nClick here to schedule 30 minutes with Arthi.\nNeal Bell | EOS Worldwide\nCoach for Leadership Teams of Early Stage Companies\nAn entrepreneur since 1999\, Neal Bell has learned a great deal about what works (and what doesn’t) when it comes to running businesses. He holds a degree in Accounting and an MBA (both from The Ohio State University)\, but it is his real-world operating experience that Neal wants to share with today’s business leaders. \nIn his early years as an entrepreneur\, Neal fell into the trap of thinking he had to do everything himself\, and inventing every business process from scratch. Experience eventually taught him otherwise\, and he wants to save you some of the aggravation that he experienced. \nNeal discovered EOS (Entrepreneurial Operating System) in the early 2000s\, and immediately recognized it for the game-changer that it is for the entrepreneurial community. Neal is now a Professional EOS Implementer\, helping entrepreneurs and their leadership teams get more out of their businesses by implementing EOS tools and disciplines. \nGreat questions for Neal:\n\nOvercoming Entrepreneurial Challenges: What are the biggest mistakes entrepreneurs make trying to do everything themselves\, & how can I avoid them?\nStreamlining Business Processes: How can I quickly find & implement proven business processes instead of reinventing them from scratch?\nIntroducing EOS: What is the Entrepreneurial Operating System (EOS)\, & how can it help my business operate more efficiently & effectively?\nIs EOS all or nothing? Does my company need to implement the entire EOS framework all at once\, or can my team implement it in stages\, one piece at a time?\nLeadership Team Alignment: What are best practices for getting my leadership team aligned & focused on achieving our goals?\nImplementing EOS Tools: Which EOS tools or disciplines would you recommend starting with to make an immediate impact on my business?\n\nClick here schedule 30 minutes with Neal.\nJavi Cuadrado | Get Coaching To Grow\nLeading Business Growth\nJavi Cuadrado is a former Fortune 500 R&D and HR executive who is passionate about helping business leaders shatter constraints and unlock growth. He is the owner of Get Coaching To Grow\, a business and leadership coaching firm. \nAs a trained engineer\, he spent the last 2 decades building world-class organizations and driving innovation at Procter & Gamble and Owens Corning\, delivering hundreds of millions in revenue through new-to-market technologies and products. \nNow as a certified Business Coach\, he shares proven frameworks that will help you demystify\, simplify\, and implement your strategy so that you can transform your leadership\, grow your business\, and free up valuable time. \nGreat questions for Javi:\n\nHow can I create a clear\, memorable mission statement that my team can rally around\nWhat frameworks can I implement to professionalize my operations and prepare my business for growth?\nWhat steps should I take to clarify my message and increase my brand’s visibility and customer trust?\nWhat’s the best way to identify whether new products will be profitable and meet market demand?\nWhat strategies can help me align my team with key economic objectives to boost productivity and engagement?\n\nClick here schedule 30 minutes with Javi.\n\nPlease note: If you register and then don’t attend\, your time slot will go unfilled\, potentially preventing other business owners from accessing the expert advice they need. If you can’t keep your appointment\, please email Neil Collins at info@InnovateNewAlbany.org .
URL:https://innovatenewalbany.org/new-event/19071/
CATEGORIES:Expert Office Hours
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