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SUMMARY:Expert Office Hours - Friday Apr 1\, 2022
DESCRIPTION:Please make your appointments by 7 pm on Thu 03/31/22. We will end registrations then\, so our Experts can plan their Friday 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 SIX\n4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment\n5. Fri April 1: 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 six 30-minute meeting(s) below:\nLiane Rousseau | Porter Wright\nLaw – Trademarks & Other Intellectual Property\nLiane focuses her practice on all aspects of intellectual property. Her experience across a wide range of industries allows her to provide her clients with comprehensive services that protect their products\, services and intellectual assets. \nLiane has extensive litigation experience in federal courts and with the U.S. Trademark Trial and Appeal Board. She routinely provides advice to clients concerning brand protection\, trademark registration\, licensing agreements and trademark\, trade dress and copyright enforcement and defense. \nWith a background in privacy and data security\, Liane has deep knowledge in litigation\, records management and privacy policies. She also understands the operations and governance of intellectual property as it relates to entrepreneurships and startups. \nGreat Topics for Liane:\n\nTrademarks\, Copyrights\, & Patents\nIntellectual Property Rights\nProtection of a Business’s Intellectual Property\nAdvertising Law: Can My Competitors Really Say “That”?\n\nClick here to schedule 30 minutes with Liane.\n  \nRyan Steele | Porter Wright\nStartup & Emerging Business Law\nAt Porter Wright\, Ryan Steele helps early stage entrepreneurs choose optimal business structures and complete the documentation needed to establish their business foundation\, grow and expand\, and ultimately exit on their own favorable terms. \nRyan also handles corporate contractual matters to bring mergers\, acquisitions\, financing\, startup operations\, and other general business transactions to fruition. Combining business operations knowledge with legal acumen\, Ryan efficiently executes complex business contracts so that rapidly growing companies\, business owners and early stage entrepreneurs can cost-effectively achieve their growth goals. \nRyan also brings great business savvy to his client relationships. Having managed an office of over 100 people\, Ryan can apply his first-hand knowledge of everyday business functions including project management\, employee management\, and independent contracting\, providing practical counsel to fast-growing entities so they can overcome challenges and achieve their business goals. \nGreat Questions for Ryan: \n\nIncorporating Your New Business – What forms are possible and the pros/cons of each\nCapital Tables – How to structure company ownership to ensure achieving my long term goals?\nBusiness Operating Agreements – What are these and when does my business need one?\nLiability – How do I protect myself and my business?\nWritten Contracts – When and why should my business use them?\nRegulation & Red Tape – What docs must I file to comply with laws/rules for my industry?\n\nClick here to schedule 30 minutes with Ryan.\n  \nScott Longnecker | Huntington National Bank\nLoans & Banking Services for Startups & Small Businesses\nScott Longnecker has over 20 years of experience in the finance and banking industry. His role as a Business Development Officer Sr has allowed him to develop a deep understanding of his client’s financial situations and to come up with solutions to help business customers like you reach your financial goals. Scott helps clients walk through the steps on how to obtain commercial loans\, real estate loans\, lines of credit\, Small Business Administration (SBA) loans\, and more. \nGreat questions for Scott:\n\nWhat can I do about kinks in the supply chain?\nWhat’s going on with the labor market?\nWhat should I be doing to keep my good people?\nHow can I find the right clients and suppliers right now?\n\nClick here to schedule 30 minutes with Scott.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is the CEO of Stopwatch Creative\, a marketing and operations agency helping hundreds of brands grow around the world. Stopwatch Creative helps its clients develop or improve their ideas and technology while implementing various marketing strategies to achieve goals. \n\n\n\nThey also incubate SaaS platforms\, like Collaborate and Elevate\, YourInfoDaily\, and FirstCallRecovery to name a few.\n\n\n\n\nManny was recognized as one of the Top 20 Young Professionals in Columbus by CityPulse in 2020.\n\n\n\n\nGreat questions for Manny: \n\nHow can I maximize the efforts of my team?\nAre my marketing efforts really creating the action I want?\nAm I using the best and current tech stack or strategies for growth?\n\nClick here to schedule 30 minutes with Manny.\n\nJake Epling | Compass Business Group\nIT\, Network\, Telecommunications & Security\nJake has 6 years of experience as an IT security professional for a multi-billion dollar organization in Columbus\, Ohio. He’s since focused his efforts at helping small to medium-sized businesses secure their networks and protect their data. \nGreat questions for Jake:\n\nHow do I know my network is set up correctly?\nHow do I ensure my data is secure?\nMy Wifi or internet connection is too slow\, how can I fix the issue?\nWhat are some security basics I can cover without hiring someone?\nWhat are some common IT security gaps in a growing business?\n\nClick here to schedule 30 minutes with Jake.\n  \nSatish Albert | E2 Infosystems\nCustom Software & App Development\n \nSatish Albert is Founder & CEO of E2 Infosystems. Satish offers a unique combination of experiences: enterprise software development and practical entrepreneurial a\, the latter gained while bootstrapping and then selling his own successful SaaS startup. Satish has an advanced degree in computer science and deep experience leading development teams at premier tech companies including: AT&T\, Lucent Technologies (Bell Labs)\, and Docomo Intertouch. \n\n\n\nSatish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs. \n  \n  \n  \n  \nE2 Infosystems has developed software and mobile applications serving: \n\nSaaS startups\nHealthcare & Assisted Living businesses\nTravel\, Manufacturing and Enterprise Legacy Systems\n\nGreat questions for Satish:\n\nHow do I turn my idea into a software product or application?\nWhat factors influence the price of software or app development?\nWhat are the latest trends or best practices in software/nas/content/live/innovatena development?\nHow can I make sure my software or app is built to grow as my business grows?\nWhat’s a realistic timeline & what milestones can I expect when developing my products?\n\n\n\n\nClick here to schedule 30 minutes with Satish.\nPaul Tela | Buckeye Interactive\nWeb Strategy & Engineering\nPaul Tela is Buckeye Interactive’s VP of Engineering. He’s been with Buckeye Interactive since 2010 when he initially joined as an intern. Paul has been programming and developing web applications since he was 14 years old. Working primarily with smaller companies and startups\, Paul enjoys leveraging open source tools to build high quality systems that allow these companies to gain a competitive edge. Paul is a 2015 graduate of The Ohio State University with a degree in Computer Science and Engineering. \n  \n\n\nGreat questions for Paul:\n\nWhat is the best way to get my website started?\nHow do I start planning an application for my business?\nHow can I improve my site for better SEO?\nWhat different ways can I start building my company’s brand?\nHow can I refresh or redesign my website?\n\nClick here to schedule 30 minutes with Paul.\n  \nSusan Fortner | Bowers PR\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm Bowers PR manages accounts throughout the country specializing in health care\, talent\, banking\, and packaged and soft goods. In addition the firm is recognized as a broker/partner with QVC\, HSN\, and Evine shopping networks. \nFortner has won awards and sits on the accreditation board to advance candidates in the Accreditation in Public Relations process. In 2013 Susan received special honors for her work in crisis management. \nGreat questions for Susan:\n\nHow can I promote my company on a limited budget?\nHow do I set Marketing & PR budgets that are sufficient to drive results?\nWhat simple steps can I take to improve my social media visibility rapidly?\nWhich charities\, like-minded businesses\, and complementary companies should I partner with?\nHow do I create and execute events that will differentiate my business in a crowded market?\nHow can I get my products featured on shopping channels like QVC and HSN?\n\nClick here schedule 30 minutes with Susan.\nAnn Martin | Book+Street\nCash Flow Forecasting & Financial Modeling\nAnn Martin joined Book+Street in April 2019 and has provided strategic financial services to multiple early stage companies as their contract Chief Financial Officer. Ask her for support in creating financial models\, forecasting cash flow\, and if stock options are right for you or your employees. \nPrior to joining Book+Street\, Ann served as Vice President\, Operations for Citi Securities Services and Issuer Services Operations where she managed a team of professionals responsible for the division’s annual budget planning\, monthly forecasting\, headcount planning and tracking\, productivity tracking and cost recovery. She provided guidance and recommendations to senior management if productivity and financials went off track. She was also responsible for managing the technology financial plan\, partnering with technology and product organizations to develop a strategic prioritization of the annual spend. She also has experience delivering key insights and financial models for strategic M&A transactions. \nAnn has more than 25 years of experience in finance\, accounting and administration with a strong focus on financial measurement\, risk and compliance\, and continuous improvement. Her diverse experience includes strategic planning\, budgeting and forecasting\, management reporting\, financial modeling\, vendor negotiations\, contract administration and leading global\, multi-functional project teams. She has an established track record of improving business performance with strategic financial modeling and analysis. \nGreat questions for Ann:\n\nHow do I know if I’ll have enough money to pay my bills/payroll next week/month/quarter/year?\nHow do I develop a revenue forecast?\nWhat type of financial information do potential investors expect when considering an investment?\nDo I need to give my employees equity?\n\nClick here schedule 30 minutes with Ann.\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.\nRiley Shelton | Rev1 Ventures\nEntrepreneurship\, Rev1 Programming\nAs Entrepreneur Engagement Fellow\, Riley is the first touch point\, for the more than 700 entrepreneurs who reach out to Rev1 each year. He connects those entrepreneurs quickly with appropriate startup resources available within Rev1 and throughout the broader regional and state startup communities. He manages exploratory meetings between qualified entrepreneurs and the Rev1 team members and supports Rev1 relationships with Rev1 partners who receive entrepreneur referrals from Rev1. \nRiley 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. Riley uses his front-line experience to identify trends and opportunities in deal flow and updates the team weekly. \nBefore joining Rev1 Ventures\, Riley was a due diligence analyst for multiple innovation and venture groups. He conducted market validation and research on prospective portfolio companies. He was also the program manager for the Northeast Ohio Student Venture Fund. Riley attended The University of Akron\, for studies in computer information systems and earned his Associate of Science degree from Eastern Gateway Community College in Steubenville\, OH. \nGreat questions for Riley:\n\nWhy would I want to work with Rev1?\nWhat does Rev1 do?\nHow does an entrepreneur get started with Rev1?\n\nClick here to schedule 30 minutes with Riley.\n  \nMichael Butler | Footprint Capital\nBusiness Exit Advice & Planning\nMichael Butler is Senior Director for Columbus based Footprint Capital. Footprint is a boutique investment banking firm that specializes in advising owners of businesses in the exit process. \nMichael formerly worked as a certified public accountant in both the audit and consulting practices\, a Chief Financial Officer with a manufacturing and distribution company\, a senior officer of a Fortune 100 company and a partner in a venture capital firm. These experiences have given him a broad perspective on various industries. He is also a Certified Merger & Acquisition Advisor (CMAA). \nGreat questions for Michael:\n\nHow should I be preparing to sell my business?\nWhat are the possible exit options for my business?\nWhat is the value of having an advisor help me sell my company?\nWhat are the steps of a sale process and how long does it take?\n\nClick here to schedule 30 minutes with Michael.\n\nEd Porter | Blue Chip CRO\nSales\, Marketing\, and Customer Success\nEd Porter began his professional management career in 2001 and has since led teams from 5 to over 1\,000 people with responsibilities for sales\, customer experience\, and marketing functions. Ed has worked for service\, software\, and distribution companies learning the foundations of delivering a powerful customer experience while driving value and effectiveness in the sales and development channels. He has participated\, facilitated and chaired several executive groups centered on sales management\, contact center management\, and technology innovation. Ed has been a keynote speaker and guest speaker focused on several key sales strategies and customer management programs. He has been an investor and advisor to startups and will continue supporting startups in these capacities. \nEd is passionate about leadership and volunteers throughout several non-profit organizations supporting the advancement of leaders. Ed has helped re-launch the American Association of Inside Sales Professionals (AA-ISP) Columbus Chapter in 2015 and has served as the chapter President since\, growing the chapter to over 150 attendees. He helped launch the Cincinnati/Dayton chapter in 2019 as well as assists with programming and recruitment for events. Ed has also taken an active role as a mentor for #GirlsClub\, an organization focused on the advancement and development of women sales leaders. He has mentored three wonderful women\, two of which are now mentors in the program. \nGreat questions for Ed:\n\nWhat does a Chief Revenue Officer do?\nWhat’s the best technology to use to help accelerate sales?\nWhat does social selling mean?\nI have a sales problem\, what can I do?\nWhat is customer success? Isn’t it just customer service?\n\nClick here to schedule 30 minutes with Ed.\n\n\n*Please note that if you register and then don’t attend\, your time slot will go unfilled\, preventing other business owners from getting the expert advice they need. If you register\, but later find that you cannot keep your appointment\, please email Neil Collins at info@innovatenewalbany.org
URL:https://innovatenewalbany.org/new-event/expert-office-hours-friday-apr-1-2022/
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