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DTSTART;TZID=America/New_York:20260416T090000
DTEND;TZID=America/New_York:20260416T113000
DTSTAMP:20260501T220117
CREATED:20260408T175319Z
LAST-MODIFIED:20260408T180635Z
UID:10000453-1776330000-1776339000@innovatenewalbany.org
SUMMARY:EXPERT OFFICE HOURS | Thursday April 16
DESCRIPTION:Meet with the Experts you need\n100% VIRTUAL Format\n\nInnovate New Albany created Expert 😎 Office Hours to give business owners & aspiring entrepreneurs an easy way to get answers they need.\nPlease make all appointments by 5:00 pm\, Wed. April 15.\n\nHow It Works:\n\n\nReview the FIVE Experts available\, at the link provided below.\n\n\nMake individual appointments – just ONE – or up to FIVE.\n\n\nFor each appointment\, you’ll receive a calendar invite with Zoom link.\n\n\nOn Thursday April 16: At each appointment time\, please click on your Zoom link. \n\n\nYou’ll be greeted by our Event Host who’ll connect you to your selected Expert.\n\n\n\nCLICK HERE to browse Experts & make Appointments\n\nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-april-16/
CATEGORIES:Expert Office Hours
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T090000
DTEND;TZID=America/New_York:20251211T113000
DTSTAMP:20260501T220117
CREATED:20251205T023222Z
LAST-MODIFIED:20251205T030322Z
UID:10000426-1765443600-1765452600@innovatenewalbany.org
SUMMARY:EXPERT OFFICE HOURS | Thursday Dec. 11
DESCRIPTION:Meet with the Experts you need\n100% VIRTUAL Format\n\nInnovate New Albany created Expert 😎 Office Hours to give business owners & aspiring entrepreneurs an easy way to get answers they need.\nPlease make all appointments by 4:00 pm\, Wed. Dec. 10.\n\nHow It Works:\n\n\nReview the SIX Experts available\, at the link provided below.\n\n\nMake individual appointments – just ONE – or up to FIVE.\n\n\nFor each appointment\, you’ll receive a calendar invite with Zoom link.\n\n\nOn Thu. Dec. 11: At each appointment time\, please click on your Zoom link. \n\n\nYou’ll be greeted by our Event Host who’ll connect you to your selected Expert.\n\n\n\nCLICK HERE to browse Experts & make Appointments\n\nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-dec-11/
CATEGORIES:Expert Office Hours
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T090000
DTEND;TZID=America/New_York:20251113T113000
DTSTAMP:20260501T220117
CREATED:20251105T223540Z
LAST-MODIFIED:20251105T223540Z
UID:10000421-1763024400-1763033400@innovatenewalbany.org
SUMMARY:EXPERT OFFICE HOURS | Thursday Nov. 13
DESCRIPTION:Meet with the Experts you need\n100% VIRTUAL Format\n\nInnovate New Albany created Expert 😎 Office Hours to give business owners & aspiring entrepreneurs an easy way to get answers they need.\nNow\, we’ve improved our appointment selection system\, to make it even easier.\nPlease make all appointments by 4:00 pm\, Wed. Nov.12.\n\nHow It Works:\n\n\nReview the SEVEN Experts available\, at the link provided below.\n\n\nMake individual appointments – just ONE – or up to FIVE.\n\n\nFor each appointment\, you’ll receive a calendar invite with Zoom link.\n\n\nOn Thu. Nov. 13: At each appointment time\, please click on your Zoom link. \n\n\nYou’ll be greeted by our Event Host who’ll connect you to your selected Expert.\n\n\n\nCLICK HERE to browse Experts & make Appointments\n\nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-nov-13/
CATEGORIES:Expert Office Hours
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T090000
DTEND;TZID=America/New_York:20251023T113000
DTSTAMP:20260501T220117
CREATED:20251019T160906Z
LAST-MODIFIED:20251019T164045Z
UID:10000417-1761210000-1761219000@innovatenewalbany.org
SUMMARY:Expert Office Hours | Thursday October 23\, 2025
DESCRIPTION:Meet with the Experts you need\n100% VIRTUAL Format\n\nInnovate New Albany created Expert 😎 Office Hours to give business owners & aspiring entrepreneurs an easy way to get answers they need.\nNow\, we’ve improved our appointment selection system\, to make it even easier.\nPlease make all appointments by 4:00 pm\, Wed. Oct. 22.\n\nHow It Works:\n\n\nReview the SIX Experts available\, at the link provided below.\n\n\nMake individual appointments – just ONE – or up to FIVE.\n\n\nFor each appointment\, you’ll receive a calendar invite with Zoom link.\n\n\nOn Thu. Oct. 23: At each appointment time\, please click on your Zoom link. \n\n\nYou’ll be greeted by our Event Host who’ll connect you to your selected Expert.\n\n\n\nCLICK HERE to browse Experts & make Appointments\n\nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-october-23-2025/
CATEGORIES:Expert Office Hours
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250724T090000
DTEND;TZID=America/New_York:20250724T113000
DTSTAMP:20260501T220117
CREATED:20250703T163314Z
LAST-MODIFIED:20250722T170401Z
UID:10000397-1753347600-1753356600@innovatenewalbany.org
SUMMARY:Expert Office Hours Thursday July 24th\, 2025
DESCRIPTION:Meet 1-on-1 With 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 1 pm\, Wednesday 7/23/25.\nWe will end registrations at 1 pm\, so our Experts can plan their Thursday schedules.\nSTEPS\n1. Review our roster of Experts\, below.\n2. To schedule an appointment with a specific Expert\, click the link below his/her name. \n3. Make individual appointments w/ the Experts you need – just ONE – or\, up to a max of FIVE.\n4. For each appointment\, you’ll receive an email & a calendar invitation – w/ a built-in Zoom link.\n5. On Thursday July 24th: At the time of each appointment\, click on your Zoom link to meet w/ your selected Expert \nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”\n  \nSchedule up to FIVE 30-minute meetings below:\nRyan Steele | Porter Wright\nStartup & Emerging Business Law\n \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\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. \nClick here to schedule 30 minutes with Ryan.\n\nLauren D. Konrai-Mori | Porter Wright\nIntellectual Property Law\nGreat Questions for Lauren:\n\nHow do I protect my brand for my business?\nWhat types of intellectual property protection is there and how do they help me?\nAre business names or fictitious business names and trademarks the same?\nHow do I register for a trademark?\nHow can intellectual property be licensed?\n\nLauren Konrai-Mori is an associate in Porter Wright‘s Intellectual Property Practice Group and focuses her practice on trademark prosecution and enforcement. She manages trademark portfolios domestically and internationally. She has prosecuted numerous U.S. trademark applications while also managing U.S. Trademark Trial and Appeal Board cancellation and opposition proceedings and requests for reconsideration. \nAdditionally\, Lauren has significant experience in investigation of suspected infringements and drafting demand letters and takedown notices. Her practice also involves aspects of data privacy and reviewing and revising contracts related to intellectual property and technology. She also assists with intellectual property aspects of corporate transactions. \nClick here to schedule 30 minutes with Lauren.\n  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\n \nGreat Questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nClick here to schedule 30 minutes with Lora.\nBrian Thomas | Impact-Social\nGo-to-Market Strategy & Execution\nGreat questions for Brian: \n\nWho will buy my product or service?\nHow do I price my product or service?\nWhat is the most effective distribution channel to reach my market?\nHow do I sell my product or service?\nWhy have my sales plateaued?\nWhat systems do I put into place to grow my business?\n\nFor the past 12 years\, Brian has implemented go-to-market strategies for small businesses and startups. He has assisted small businesses across numerous sectors in identifying\, developing\, and implementing growth strategies. From local beverage distribution\, to international commodity markets\, and IoT to Web3\, businesses have used these go-to-market systems to find success or pivot into a welcoming niche. Whether it’s growing a social media page to 1 million followers\, building a local customer base to 50+ customers\, or reaching into international markets to diversify importers\, the fundamentals of market-fit\, sales\, and marketing are the foundation for any business to grow. At Impact Social\, our business is to accelerate your business. \nClick here schedule 30 minutes with Brian.\n  \nSusan Fortner | BPR International\nPublic Relations & Marketing\n \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\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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. \nClick here schedule 30 minutes with Susan.\nMackenzie Dolacki | Wynhouse: An Innovation Firm\nHealthcare Innovation & Solutions\nGreat Questions for Mackenzie:\n\nHow can I tell if my business idea solves a real problem or is just a “nice to have”?\nWhat’s the best way to test or validate a concept before investing in a full build?\nHow do I prioritize product features when my team has limited time and budget?\nWhat are effective strategies for getting buy-in from hospital or health system stakeholders?\nHow can I position my startup for partnership with healthcare organizations or innovation teams?\n\nMackenzie Dolacki is a Healthcare Innovation and Solutions Specialist with a clinical background in nursing. She supports early-stage ventures and healthcare organizations in validating ideas\, navigating hospital systems\, and bringing digital products to market. \n \nShe serves as a Healthcare Investment Advisor for Hickory Reserve Capital and an Engagement Lead for JumpStart Health Tech Accelerator projects. At WynHouse: An Innovation Firm\, Mackenzie partners with hospital systems to improve operations and lead commercialization efforts for solutions emerging from internal innovation and venture teams.\n\nMackenzie brings a practical\, relationship-driven approach to complex challenges\, especially for founders new to healthcare or navigating their first enterprise partnerships. Mackenzie is passionate about helping mission-driven teams align their ideas with real-world needs and scale them with clarity and confidence.\nClick here to schedule 30 minutes with Mackenzie\nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nGreat questions for Tushar: \n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s leadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automotive\, aviation\, agtech and sports. \nClick here to schedule 30 minutes with Tushar.\n  \nIf you register and then don’t show up for your appointment\, your time slot will go unfilled\, preventing other business owners from the opportunity to access advice from our Experts. \nIf you can’t keep your appointment\, please email Neil Collins at info@InnovateNewAlbany.org .\n 
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-july-24th-2025/
CATEGORIES:Expert Office Hours
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250717T090000
DTEND;TZID=America/New_York:20250717T113000
DTSTAMP:20260501T220117
CREATED:20250703T163211Z
LAST-MODIFIED:20250703T163211Z
UID:10000396-1752742800-1752751800@innovatenewalbany.org
SUMMARY:Expert Office Hours Thursday July 17\, 2025
DESCRIPTION:Meet 1-on-1 With 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 1 pm\, Wednesday 7/16/25.\nWe will end registrations at 1 pm\, so our Experts can plan their Thursday schedules.\nSTEPS\n1. Review our roster of Experts\, below.\n2. To schedule an appointment with a specific Expert\, click the link below his/her name. \n3. Make individual appointments w/ the Experts you need – just ONE – or\, up to a max of FIVE.\n4. For each appointment\, you’ll receive an email & a calendar invitation – w/ a built-in Zoom link.\n5. On Thursday July 17th: At the time of each appointment\, click on your Zoom link to meet w/ your selected Expert \nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”\n  \nSchedule up to FIVE 30-minute meeting(s) below:\nBryan Ellrod | Huntington Bank\nBusiness Lending and Fraud Mitigation Solutions\n Great Questions for Bryan:\n\nWhen should my business start thinking about securing a business loan?\nWhat financial documents will I need when submitting a loan application?\nSBA Loan versus Conventional Loan – which is a better fit for my business?\nShould I buy or lease a building for my business?\nWhat can a Business Relationship Manager do for me and my company?\nWhat steps should I be taking to protect my financial accounts from fraud?\n\nBryan Ellrod has been in the financial industry for 20 years. During that time\, he has held multiple roles in finance and he can assist with any banking solution that arises. His top priority is to provide white glove service and fully support his clients. \nAt Huntington Bank\, Bryan has experience working with a wide range of business types including start-ups\, manufacturers\, non-profits\, professional services\, and healthcare. When you are Bryan’s client\, you have full access to his team of industry experts that can work with you on the business\, personal and planning phases of your life. Bryan’s primary goal is to fulfill your financial needs and provide guidance and education along the way. \nClick here schedule 30 minutes with Bryan.\n  \nBrett Rosenstein | Build Accounting\nAccounting and Taxes for Startups\n\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\nWith 15 years of experience in the accounting industry\, Brett Rosebstein 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 from the Innovate New Albany offices. In his free time Brett 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. \nClick here schedule 30 minutes with Brett.\n\nJen Meek | Book + Street\nHR & Talent Solutions\nGreat Questions for Jen: \n\nHow do you build and sustain a conscious culture?\nWhat are strategies that you can deploy to attract\, recruit and retain top talent?\nWhat are the keys to leading executive team communication?\nHow can you effectively and efficiently hold your team accountable?\nWhat are the most effective ways to articulate Mission\, Vision and Values for your company?\n\nJennifer Meek is a result-driven executive\, guiding leaders in laying the foundational work of their talent strategy. Going beyond the everyday Human Resources issues\, she aligns people strategy with the overall goals and objectives of an organization. This intentional and authentic approach leads to identifying areas where an organization can continue to develop and thrive. \nHer vast experience in the talent solutions arena also makes her a sought out subject matter expert. She is knowledgeable in C Suite issues that impact workplace culture\, team dynamics\, and internal communications strategies. A dedicated and passionate leader\, Jennifer can provide personalized service\, create meaningful and lasting relationships\, and achieve profitable results. \nPrior to Book+Street\, Jen has 25 years of senior leadership experience\, she served as Vice President of HR for a multibillion-dollar private equity-owned company in the oil and gas industry\, with 1500 employees in 22 countries. Additionally\, Jen was the President\, CEO\, and member of the Board of Directors of an HR consulting organization for 12 years. \nJen’s undergraduate degree is in Marketing from Bowling Green State University\, and her Master’s in Business Administration is from Miami University of Ohio. She has served on many boards over the years and is currently a member of the Board of Advisors for Modern Ice Equipment and Supply. \nClick here schedule 30 minutes with Jen.\n  \nSatish Albert | E2 Infosystems\nCustom Software & App Development\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\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\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\n\n\n\n\n\n\nTravel\, Manufacturing and Enterprise Legacy Systems\n\n\n\nClick here to schedule 30 minutes with Satish.\n\n  \nRon Savoia | Stratus Innovations Group\, LLC\nIT Consulting\, Azure PaaS Application Development\n \nGreat Questions for Ron:\n\nWhat is the best way to get your first IT services customer?\nWhy do customers utilize IT contractors vs using FTEs?\nIs it possible to have an IT contracting side-job while having a full-time job?\nWhat is the difference between Azure and AWS from a Platform-as-a-Service (PaaS) applications\, and why would you use one over the other?\nHow do you differentiate the IT services you provide vs the many other providers in the market?\nHow do you scale/grow a sole proprietor IT Services organization?\n\nRon Savoia has over 30 years of experience in IT consulting\, starting with his first engagement with CompuServe in 1993 to help with their migration to WindowsNT and SQL Server for their new Email platform. He used this experience to join Microsoft’s new Enterprise Consulting Team\, Microsoft Consulting Services (MCS)\, where he worked Nationwide\, Limited and JPMC (BankOne at the time)\, and eventually running MCS’ Central Region Financial Services practice. He spent the last 3 years in MCS incubating the professional services needed to deploy the Microsoft offering that eventually became Office 365 and Azure. \nRon continued the focus on Cloud Services when he founded Stratus Innovations Group in 2010\, working with local and global organizations to help develop their Cloud strategies\, including Nationwide Childrens Hospital and Cardinal Health. Stratus Innovations Group now has a global reach of reach of working with Enterprise and Mid-Market companies in deploying Cloud Services for their IT infrastructure and line-of-business applications\, including Ceridian\, MKS/Spectra-Physics\, Hexagon\, PowerGrid Services\, OrthopedicONE\, BroadStreet Partners\, and The Energy Cooperative. \nStratus Innovations Group’s vision is to become a software platform startup\, where they recently released IT-Gig.com\, which is a platform specifically for IT Service Providers. \nClick here to schedule 30 minutes with Ron.\n  \nAndrea O’Carroll | Rev1 Ventures\nResources for High Growth Startups\nGreat Questions for Andrea:\n\nHow can an entrepreneur get started with Rev1?\nCan you tell me about Rev1’s Bootcamp and Accelerator programs for entrepreneurs?\nWhat other types of support/resources do Rev1 offer to entrepreneurs?\nCan Rev1 help me get funding for my startup?\nWhat advice do you have on selling into or engaging with large companies/corporations?\n\nWith more than 30 years of business and leadership experience\, Andrea O’Carroll has supported a wide variety of Fortune 500 clients and industries throughout her career. As Managing Director\, Venture Platform at Rev1 Ventures\, she leads a comprehensive range of services that guide early-stage startups through every phase of their lifecycle. \nWith an extensive background in strategic operations and customer experience\, as well as her entrepreneurial spirit\, Andrea fosters strong relationships and offers solutions to a wide range of stakeholders from corporate executives to startup founders. \nBefore joining Rev1\, Andrea spent nearly 7 years at CoverMyMeds\, gaining real-time experience with a high-growth\, tech-enabled startup. \nClick here to schedule 30 minutes with Andrea.\nKevin Hammond | Ohio SBDC\nBusiness Management Advice\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\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. \nClick here to schedule 30 minutes with Kevin\n\n  \nIf you register and then don’t show up for your appointment\, your time slot will go unfilled\, preventing other business owners from the opportunity to access advice from our Experts. \nIf you can’t keep your appointment\, please email Neil Collins at info@InnovateNewAlbany.org .
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-july-17-2025/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/png:https://innovatenewalbany.org/wp-content/uploads/2025/07/EOH_Brady717_2.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250522T090000
DTEND;TZID=America/New_York:20250522T113000
DTSTAMP:20260501T220117
CREATED:20250515T165745Z
LAST-MODIFIED:20250515T165745Z
UID:10000388-1747904400-1747913400@innovatenewalbany.org
SUMMARY:Expert Office Hours | Thursday May 22\, 2025
DESCRIPTION:Meet 1-on-1 With 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 1 pm\, Wednesday 5/21/25.\nWe will end registrations at 1 pm\, so our Experts can plan their Thursday schedules.\nSTEPS\n1. Review our roster of Experts\, below.\n2. To schedule an appointment with a specific Expert\, click the link below his/her name. \n3. Make individual appointments w/ the Experts you need – just ONE – or\, up to a max of FIVE.\n4. For each appointment\, you’ll receive an email & a calendar invitation – w/ a built-in Zoom link.\n5. On Thursday May 22: At the time of each appointment\, click on your Zoom link to meet w/ your selected Expert \nQuestions? Email Neil Collins at “neil@InnovateNewAlbany.org”\n  \nSchedule up to FIVE 30-minute meeting(s) below:\nRyan Steele | Porter Wright\nStartup & Emerging Business Law\n \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\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. \nClick here to schedule 30 minutes with Ryan.\n  \n  \n\nMiglena Kotevski  | Huntington National Bank\nAccess to Capital for Small Business\n \nGreat Questions for Miglena:\n\nHow should I finance the launch of a new small business?\nWhat kind of financing can I obtain to grow my business?\nHow do Small Business Administration (SBA) guaranteed loans work for a small business?\nHow should I prepare for a lending application with a bank or other lending institution?\nWhat questions should I ask the lender during the process of pursuing a business loan?\n\nMiglena Kotevski is a Community Lending Program Manager for the Huntington Bank‘s Lift Local Business Program\, as part of the bank’s 2020 community plan commitment. Participants of Huntington’s Lift Local Business program include women\, veterans\, and racially and ethnically diverse business owners\, as well as businesses located in LMI/MMT areas. \nMiglena has over 18 years of experience in banking at Huntington\, 17 of them working with businesses of different industries and revenue size. She has Master of Business Administration degree (MBA) from Franklin University and Masters and Bachelors degrees in business from Trakya University in her home country of Bulgaria. \nClick here to schedule 30 minutes with Miglena.\n  \nEric Pace | Book + Street\nAccounting\, Treasury\, and Financial Modeling\n \nGreat Questions for Eric:\n\nWhat are my options for raising capital? What is better\, debt\, preferred\, equity\, etc?\nWhat are the benefits of having a disciplined financial process and system in place?\nWhat is the role of a CFO in my business? What can I expect and how is it different from a standard accountant or bookkeeper?\n\nEric Pace has worked over 15 years in Corporate Treasury and Finance roles for financial services companies including KeyBank\, Huntington\, and JP Morgan Chase. Eric played an important role in managing through the 2008 financial crisis and the additional governance\, regulation\, and risk management practices. He developed complex financial models to improve capital\, liquidity\, and credit risk management and has extensive experience in stakeholder interaction in the board room and with investors and rating agencies. He has experience leading the finance function at Konzortia Capital\, a SaaS startup specializing in AI/ML technology to improve deal flow management for venture capital and private equity. \nEric earned a bachelor’s in management from Case Western Reserve University with a finance concentration\, as well as a bachelors in accounting and has held a Certified Treasury Profession designation (inactive). \nClick here to schedule 30 minutes with Eric.\n  \n  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\n \nGreat Questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nClick here to schedule 30 minutes with Lora.\n\n  \nSatish Albert | E2 Infosystems\nCustom Software & App Development\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\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\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\n\n\n\n\n\n\nTravel\, Manufacturing and Enterprise Legacy Systems\n\n\n\nClick here to schedule 30 minutes with Satish.\n\n  \nRon Savoia | Stratus Innovations Group\, LLC\nIT Consulting\, Azure PaaS Application Development\n \nGreat Questions for Ron:\n\nWhat is the best way to get your first IT services customer?\nWhy do customers utilize IT contractors vs using FTEs?\nIs it possible to have an IT contracting side-job while having a full-time job?\nWhat is the difference between Azure and AWS from a Platform-as-a-Service (PaaS) applications\, and why would you use one over the other?\nHow do you differentiate the IT services you provide vs the many other providers in the market?\nHow do you scale/grow a sole proprietor IT Services organization?\n\nRon Savoia has over 30 years of experience in IT consulting\, starting with his first engagement with CompuServe in 1993 to help with their migration to WindowsNT and SQL Server for their new Email platform. He used this experience to join Microsoft’s new Enterprise Consulting Team\, Microsoft Consulting Services (MCS)\, where he worked Nationwide\, Limited and JPMC (BankOne at the time)\, and eventually running MCS’ Central Region Financial Services practice. He spent the last 3 years in MCS incubating the professional services needed to deploy the Microsoft offering that eventually became Office 365 and Azure. \nRon continued the focus on Cloud Services when he founded Stratus Innovations Group in 2010\, working with local and global organizations to help develop their Cloud strategies\, including Nationwide Childrens Hospital and Cardinal Health. Stratus Innovations Group now has a global reach of reach of working with Enterprise and Mid-Market companies in deploying Cloud Services for their IT infrastructure and line-of-business applications\, including Ceridian\, MKS/Spectra-Physics\, Hexagon\, PowerGrid Services\, OrthopedicONE\, BroadStreet Partners\, and The Energy Cooperative. \nStratus Innovations Group’s vision is to become a software platform startup\, where they recently released IT-Gig.com\, which is a platform specifically for IT Service Providers. \nClick here to schedule 30 minutes with Ron.\n\n  \nSusan Fortner | BPR International\nPublic Relations & Marketing\n \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\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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. \nClick here schedule 30 minutes with Susan.\n\n  \nDana Allender | SUN\nSales Coaching\, Advice\, and Planning\n \nGreat Questions for Dana:\n\nHow do I engage new B2B prospects and get them to take a call with me?\nHow do I stop getting “ghosted” after I send information or a proposal?\nHow do I talk about “budget” with a prospect and find out their decision making process?\nHow can I shorten my sales cycle?\nHow can I do sales when I’m not really good at it\, aren’t people “born” to do sales?\n\nDana Allender‘s career started in B2B enterprise sales. He then started his own dales advisory company\, SUN\, in 2013. His work today is focused on sales and growth\, specifically\, working with business leaders on what’s needed at each stage of a business to “get to the next level” – sales coaching\, sales closing\, getting alignment across an organization to grow and everything in between. \nDana has worked with businesses with millions in revenue that have been around for years and tech startups who are just getting their first customers. Dana is tied into the “Ohio business ecosystem” as well\, working with economic development and venture capital partners\, incubators and accelerators and professional associations in human resources\, financial services\, manufacturing and more. Dana likes to “connect” so if he’s not connected with someone yet\, he will get to it! #TeamworkMakesTheDreamWork \nClick here schedule 30 minutes with Dana.\n\n  \nIf you register and then don’t show up for your appointment\, your time slot will go unfilled\, preventing other business owners from the opportunity to access advice from our Experts. \nIf you can’t keep your appointment\, please email Neil Collins at info@InnovateNewAlbany.org .\n 
URL:https://innovatenewalbany.org/new-event/expert-office-hours-thursday-may-22-2025/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/png:https://innovatenewalbany.org/wp-content/uploads/2025/05/Brady-Bunch-EOH-Miglena-Filter-Blank-052225-700-by-700.png
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DTSTART;TZID=America/New_York:20250417T090000
DTEND;TZID=America/New_York:20250417T113000
DTSTAMP:20260501T220117
CREATED:20250408T133813Z
LAST-MODIFIED:20250410T180806Z
UID:10000383-1744880400-1744889400@innovatenewalbany.org
SUMMARY:Expert Office Hours: April 17\, 2025
DESCRIPTION:Meet 1-on-1 With 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\, 04/16/25.\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 April 17: 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:\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\n  \nJordan Campbell | 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.\n\n  \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.\n\n  \nBrett Rosenstein | Build Accounting\nAccounting and Taxes for Startups\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.\n\n  \n\nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\n\n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\n\n  \nBrian Thomas | Impact-Social\nGo-to-Market Strategy & Execution\nFor the past 12 years\, Brian has implemented go-to-market strategies for small businesses and startups. He has assisted small businesses across numerous sectors in identifying\, developing\, and implementing growth strategies. From local beverage distribution\, to international commodity markets\, and IoT to Web3\, businesses have used these go-to-market systems to find success or pivot into a welcoming niche. Whether it’s growing a social media page to 1 million followers\, building a local customer base to 50+ customers\, or reaching into international markets to diversify importers\, the fundamentals of market-fit\, sales\, and marketing are the foundation for any business to grow. At Impact Social\, our business is to accelerate your business. \nGreat questions for Brian:\n\nWho will buy my product or service?\nHow do I price my product or service?\nWhat is the most effective distribution channel to reach my market?\nHow do I sell my product or service?\nWhy have my sales plateaued?\nWhat systems do I put into place to grow my business?\n\nClick here schedule 30 minutes with Brian.\n\n  \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.\n\n  \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.\n\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 .\n 
URL:https://innovatenewalbany.org/new-event/expert-office-hours-april-17-2025/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/png:https://innovatenewalbany.org/wp-content/uploads/2025/04/EOH_Blank_Adjusted2.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241219T090000
DTEND;TZID=America/New_York:20241219T113000
DTSTAMP:20260501T220117
CREATED:20241219T210300Z
LAST-MODIFIED:20250205T213731Z
UID:10000369-1734598800-1734607800@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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DTSTART;TZID=America/New_York:20241212T090000
DTEND;TZID=America/New_York:20241212T113000
DTSTAMP:20260501T220117
CREATED:20241212T213356Z
LAST-MODIFIED:20250205T213624Z
UID:10000367-1733994000-1734003000@innovatenewalbany.org
SUMMARY:Expert Office Hours: December 12\, 2024
DESCRIPTION:Meet 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\, Weds 12/11/24.\nWe will end registrations at Noon\, so our Experts can plan their Thursday schedules.\nSTEPS\n1. Review our roster of Experts\n2. For each Expert you choose\, click link below the Expert’s name to schedule appointment\n3. Make individual appointments w/ the Experts you need – just ONE – or up to SIX\n4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment\n5. Thurs Dec. 12: at time of each appointment\, click on Zoom link to meet w/ your selected Expert \nQuestions? Email Neil Collins: neil@InnovateNewAlbany.org \n  \nSchedule up to FIVE 30-minute meeting(s) below:\nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\nJR Kunkle | Kunkle Consulting\nIT Security\, Regulations\, and Frameworks\nJR has knowledge of both IT and business with 20+ years of in-depth IT experience\, primarily in IT management\, Project Management\, Consulting\, and IT Risk and Assurance. His current primary area of focus is Cybersecurity and of course Artificial Intelligence (AI). \nIndustry experience includes: Manufacturing\, Retail\, Industrials\, Financials\, Utilities\, and Governments. Recently\, he’s been working with Healthcare\, FinTechs\, and E-Commerce companies (Cloud applications). \nJR has a Masters Degree in MIS & Finance (University of Dayton) and a Bachelor Degree in Accounting and Economics (Wittenberg University). In addition\, the Certified Information Systems Auditor (“CISA”) certification was obtained. He developed the syllabus and has been an adjunct instructor at Wright State University for graduate level Accounting Classes.\nPassionate about life\, business\, and information technology. Of course\, none of this means anything without his role as a father to his son. \nGreat questions for JR:\n\nWhat is considered reasonable security for small and medium sized businesses?\nHow do I know my business information is protected?\nWhat IT regulations and laws apply to my business?\nWhat IT frameworks can help protect the information and my business?\nWhat is an IT Audit?\nWhat is Ransomware and could it happen to my business?\n\nClick here to schedule 30 minutes with JR.\nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\nJen Meek | Book + Street\nHR and Talent Solutions\nJennifer is a result-driven executive\, guiding leaders in laying the foundational work of their talent strategy. Going beyond the everyday Human Resources issues\, she aligns people strategy with the overall goals and objectives of an organization. This intentional and authentic approach leads to identifying areas where an organization can continue to develop and thrive. \nHer vast experience in the talent solutions arena also makes her a sought out subject matter expert. She is knowledgeable in C Suite issues that impact workplace culture\, team dynamics\, and internal communications strategies. A dedicated and passionate leader\, Jennifer can provide personalized service\, create meaningful and lasting relationships\, and achieve profitable results. \nPrior to Book+Street\, Jen has 25 years of senior leadership experience\, she served as Vice President of HR for a multibillion-dollar private equity-owned company in the oil and gas industry\, with 1500 employees in 22 countries. Additionally\, Jen was the President\, CEO\, and member of the Board of Directors of an HR consulting organization for 12 years. \nJen’s undergraduate degree is in Marketing from Bowling Green State University\, and her Master’s in Business Administration is from Miami University of Ohio. She has served on many boards over the years and is currently a member of the Board of Advisors for Modern Ice Equipment and Supply. \nGreat Questions for Jen: \n\nHow do you build and sustain a conscious culture?\nWhat are strategies that you can deploy to attract\, recruit and retain top talent?\nWhat are the keys to leading executive team communication?\nHow can you effectively and efficiently hold your team accountable?\nLearn effective ways to articulate mission\, vision and values for your company.\n\nClick here to schedule 30 minutes with Jen.\nBrian Thomas | Impact-Social\nGo-to-Market Strategy & Execution\nFor the past 12 years\, Brian has implemented go-to-market strategies for small businesses and startups. He has assisted small businesses across numerous sectors in identifying\, developing\, and implementing growth strategies. From local beverage distribution\, to international commodity markets\, and IoT to Web3\, businesses have used these go-to-market systems to find success or pivot into a welcoming niche. Whether it’s growing a social media page to 1 million followers\, building a local customer base to 50+ customers\, or reaching into international markets to diversify importers\, the fundamentals of market-fit\, sales\, and marketing are the foundation for any business to grow. At Impact Social\, our business is to accelerate your business. \nGreat questions for Brian:\n\nWho will buy my product or service?\nHow do I price my product or service?\nWhat is the most effective distribution channel to reach my market?\nHow do I sell my product or service?\nWhy have my sales plateaued?\nWhat systems do I put into place to grow my business?\n\nClick here schedule 30 minutes with Brian.\nEric Pace | Book + Street\nAccounting\, Treasury\, and Financial Modeling\nEric has worked over 15 years in Corporate Treasury and Finance roles for financial services companies including KeyBank\, Huntington\, and JP Morgan Chase. Eric played an important role in managing through the 2008 financial crisis and the additional governance\, regulation\, and risk management practices. He developed complex financial models to improve capital\, liquidity\, and credit risk management and has extensive experience in stakeholder interaction in the board room and with investors and rating agencies. He has experience leading the finance function at Konzortia Capital\, a SaaS startup specializing in AI/ML technology to improve deal flow management for venture capital and private equity. \nEric earned a bachelor’s in management from Case Western Reserve University with a finance concentration\, as well as a bachelors in accounting and has held a Certified Treasury Profession designation (inactive). \nGreat Questions for Eric: \n\nWhat are my options for raising capital? What is better\, debt\, preferred\, equity\, etc?\nWhat are the benefits of having a disciplined financial process and system in place?\nWhat is the role of a CFO in my business? What can I expect and how is it different from a standard accountant or bookkeeper?\n\nClick here to schedule 30 minutes with Eric.\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 need to cancel your appointment\, please email Neil Collins at info@InnovateNewAlbany.org .
URL:https://innovatenewalbany.org/new-event/expert-office-hours-december-12-2024/
CATEGORIES:Expert Office Hours
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DTSTART;TZID=America/New_York:20241206T090000
DTEND;TZID=America/New_York:20241206T233000
DTSTAMP:20260501T220117
CREATED:20241206T213007Z
LAST-MODIFIED:20250205T213248Z
UID:10000365-1733475600-1733527800@innovatenewalbany.org
SUMMARY:Expert Office Hours: December 6\, 2024
DESCRIPTION:Meet 1-on-1 w/ the Experts you need.\n100% VIRTUAL Format \nPlease set all your appointments by 8 pm\, Thurs 12/5/24.\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. 5: 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:\nRoberto Tosti | Porter Wright Morris & Arthur LLP\nTax\, Fund Formation\nRoberto is an associate in the firm’s Corporate Department serving clients in the areas of tax and securities. He focuses his practice on U.S. federal income taxation\, including corporate taxation\, partnership taxation\, and the taxation of international transactions. \n\n\nGreat questions for Roberto: \n\nHow do I legally raise capital\, and what does that process look like?\nWhat kind of entity should I form for my new venture?\nWhat corporate governance documents do I need for my business and how will they protect me?\n\nClick here to schedule 30 minutes with Roberto.\n\nBrett Rosenstein | Build Accounting\nAccounting and 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.\nMegan Neff | Rev1 Ventures\nVenture Development\nMegan is a driven professional with a primary focus on guiding Life Sciences entrepreneurs and founding teams from concept to product-market fit\, funding and capital plans\, business growth strategy\, and ultimately scale and exit. \nHer experience and vigorous thinking\, as well as her strategic development and execution expertise\, have enabled success of internal and external stakeholders in the healthcare industry. \nShe holds a bachelor’s degree\, Strategic Communications from The Ohio State University and is pursuing a Master’s in Business Administration with a concentration in Business Ventures and Entrepreneurship from Ohio University. \nGreat questions for Megan:\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?\nCan you help me with my Life Science product ideas?\n\nClick here to schedule 30 minutes with Megan.\n\nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\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  \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.\n  \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/expert-office-hours-december-6-2024/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2025/02/1208851254568425-1.jpg
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DTSTART;TZID=America/New_York:20241205T090000
DTEND;TZID=America/New_York:20241205T113000
DTSTAMP:20260501T220117
CREATED:20241205T140006Z
LAST-MODIFIED:20250205T212958Z
UID:10000364-1733389200-1733398200@innovatenewalbany.org
SUMMARY:Expert Office Hours: December 5
DESCRIPTION:Meet 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\, Weds 12/4/24.\nWe will end registrations at Noon\, so our Experts can plan their Thursday schedules.\nSTEPS\n1. Review our roster of Experts\n2. For each Expert you choose\, click link below the Expert’s name to schedule appointment\n3. Make individual appointments w/ the Experts you need – just ONE – or up to FIVE\n4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment\n5. Thurs Dec. 5: at time of each appointment\, click on Zoom link to meet w/ your selected Expert \nQuestions? Email Neil Collins: neil@InnovateNewAlbany.org \n  \nSchedule up to FIVE 30-minute meeting(s) below:\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.\nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \nGreat questions for Brad:\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 Brad.\n  \nRon Savoia | Stratus Innovations Group\, LLC\nIT Consulting\, Azure PaaS Application Development\nRon Savoia has over 30 years of experience in IT consulting\, starting with his first engagement with CompuServe in 1993 to help with their migration to WindowsNT and SQL Server for their new Email platform. He used this experience to join Microsoft’s new Enterprise Consulting Team\, Microsoft Consulting Services (MCS)\, where he worked Nationwide\, Limited and JPMC (BankOne at the time)\, and eventually running MCS’ Central Region Financial Services practice. He spent the last 3 years in MCS incubating the professional services needed to deploy the Microsoft offering that eventually became Office 365 and Azure. \nRon continued the focus on Cloud Services when he founded Stratus Innovations Group in 2010\, working with local and global organizations to help develop their Cloud strategies\, including Nationwide Childrens Hospital and Cardinal Health. Stratus Innovations Group now has a global reach of reach of working with Enterprise and Mid-Market companies in deploying Cloud Services for their IT infrastructure and line-of-business applications\, including Ceridian\, MKS/Spectra-Physics\, Hexagon\, PowerGrid Services\, OrthopedicONE\, BroadStreet Partners\, and The Energy Cooperative. \nStratus Innovations Group’s vision is to become a software platform startup\, where they recently released IT-Gig.com\, which is a platform specifically for IT Service Providers. \nGreat questions for Ron:\n\nWhat is the best way to get your first IT services customer?\nWhy do customers utilize IT contractors vs using FTEs?\nIs it possible to have an IT contracting side-job while having a full-time job?\nWhat is the difference between Azure and AWS from a Platform-as-a-Service (PaaS) applications\, and why would you use one over the other?\nHow do you differentiate the IT services you provide vs the many other providers in the market?\nHow do you scale/grow a sole proprietor IT Services organization?\n\nClick here to schedule 30 minutes with Ron.\nBrian Thomas | Impact-Social\nGo-to-Market Strategy & Execution\nFor the past 12 years\, Brian has implemented go-to-market strategies for small businesses and startups. He has assisted small businesses across numerous sectors in identifying\, developing\, and implementing growth strategies. From local beverage distribution\, to international commodity markets\, and IoT to Web3\, businesses have used these go-to-market systems to find success or pivot into a welcoming niche. Whether it’s growing a social media page to 1 million followers\, building a local customer base to 50+ customers\, or reaching into international markets to diversify importers\, the fundamentals of market-fit\, sales\, and marketing are the foundation for any business to grow. At Impact Social\, our business is to accelerate your business. \n  \n  \n  \nGreat questions for Brian:\n\nWho will buy my product or service?\nHow do I price my product or service?\nWhat is the most effective distribution channel to reach my market?\nHow do I sell my product or service?\nWhy have my sales plateaued?\nWhat systems do I put into place to grow my business?\n\nClick here schedule 30 minutes with Brian.\nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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. \n  \n  \n  \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.\n\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.\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 need to cancel your appointment\, please email Neil Collins at info@InnovateNewAlbany.org .
URL:https://innovatenewalbany.org/new-event/expert-office-hours-december-5/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2025/02/EOH-Brady-Bunch-120524-1-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240202T090000
DTEND;TZID=America/New_York:20240202T120000
DTSTAMP:20260501T220117
CREATED:20240124T191351Z
LAST-MODIFIED:20240201T152334Z
UID:10000334-1706864400-1706875200@innovatenewalbany.org
SUMMARY:Expert Office Hours: February 2\, 2024
DESCRIPTION:Friday Feb 2 | 9:00-12:00PM \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\, Thursday 2/1/24.\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 SIX\n4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment\n5. Fri Feb 2: 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:\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\nKaylee Willis | Porter Wright\nIntellectual Property (Patents\, Trademarks\, Copyrights)\n \nKaylee is an intellectual property attorney who practices in the areas of patent\, trademark\, copyright\, biotech and technology law. She works with clients on a wide variety of technologies\, including food science\, chemistry\, biotechnology\, medical devices\, consumer products\, product packaging\, automotive technology and electrical appliance technology. \nKaylee drafts and prosecutes all stages of U.S. utility and design patent applications\, as well as trademark applications with the U.S. Patent and Trademark Office (USPTO). She also manages\, prosecutes and enforces foreign and international patent and trademark portfolios. Kaylee also handles intellectual property licensing issues and other technology transactions. \nIn addition\, Kaylee is experienced with enforcement of intellectual property rights\, including litigation in patent\, trademark and copyright infringement matters. She counsels clients on patentability opinions\, infringement analyses and validity inquiries\, and also handles cease and desist issues. \nGreat Questions for Kaylee: \n\nWhat is the difference between patents\, copyrights and trademarks?How do I protect my IP?\nWhat is the process like to get a patent?\nWhat is the process like to get a trademark?\nHow much does it cost\, on average\, to get and obtain a patent?\n\nClick here to schedule 30 minutes with Kaylee.\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\nHow do I obtain commercial loans?\nWhat are the advantages of an SBA loan? And do I qualify?\nHow do I secure real estate loans for my business?\nWhen should I be securing lines of credit?\nWhat other banking services are available to help a business like mine?\n\nClick here to schedule 30 minutes with Scott.\n\nEric Pace | Book + Street\nAccounting\, Treasury\, and Financial Modeling\n Eric has worked over 15 years in Corporate Treasury and Finance roles for financial services companies including KeyBank\, Huntington\, and JP Morgan Chase. Eric played an important role in managing through the 2008 financial crisis and the additional governance\, regulation\, and risk management practices. He developed complex financial models to improve capital\, liquidity\, and credit risk management and has extensive experience in stakeholder interaction in the board room and with investors and rating agencies. He has experience leading the finance function at Konzortia Capital\, a SaaS startup specializing in AI/ML technology to improve deal flow management for venture capital and private equity. \nEric earned a bachelor’s in management from Case Western Reserve University with a finance concentration\, as well as a bachelors in accounting and has held a Certified Treasury Profession designation (inactive). \nGreat Questions for Eric: \n\nWhat are my options for raising capital? What is better\, debt\, preferred\, equity\, etc?\nWhat are the benefits of having a disciplined financial process and system in place?\nWhat is the role of a CFO in my business? What can I expect and how is it different from a standard accountant or bookkeeper?\n\nClick here to schedule 30 minutes with Eric.\n\nJen Meek | Book + Street\nHR and Talent Solutions\nJennifer is a result-driven executive\, guiding leaders in laying the foundational work of their talent strategy. Going beyond the everyday Human Resources issues\, she aligns people strategy with the overall goals and objectives of an organization. This intentional and authentic approach leads to identifying areas where an organization can continue to develop and thrive. \nHer vast experience in the talent solutions arena also makes her a sought out subject matter expert. She is knowledgeable in C Suite issues that impact workplace culture\, team dynamics\, and internal communications strategies. A dedicated and passionate leader\, Jennifer can provide personalized service\, create meaningful and lasting relationships\, and achieve profitable results. \nPrior to Book+Street\, Jen has 25 years of senior leadership experience\, she served as Vice President of HR for a multibillion-dollar private equity-owned company in the oil and gas industry\, with 1500 employees in 22 countries. Additionally\, Jen was the President\, CEO\, and member of the Board of Directors of an HR consulting organization for 12 years. \nJen’s undergraduate degree is in Marketing from Bowling Green State University\, and her Master’s in Business Administration is from Miami University of Ohio. She has served on many boards over the years and is currently a member of the Board of Advisors for Modern Ice Equipment and Supply. \nGreat Questions for Jen: \n\nHow do you build and sustain a conscious culture?\nWhat are strategies that you can deploy to attract\, recruit and retain top talent?\nWhat are the keys to leading executive team communication?\nHow can you effectively and efficiently hold your team accountable?\nLearn effective ways to articulate mission\, vision and values for your company.\n\nClick here to schedule 30 minutes with Jen.\n\nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n\nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\n\nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \nGreat questions for Brad:\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 Brad.\n  \nRon Savoia | Stratus Innovations Group\, LLC\nIT Consulting\, Azure PaaS Application Development\nRon Savoia has over 30 years of experience in IT consulting\, starting with his first engagement with CompuServe in 1993 to help with their migration to WindowsNT and SQL Server for their new Email platform. He used this experience to join Microsoft’s new Enterprise Consulting Team\, Microsoft Consulting Services (MCS)\, where he worked Nationwide\, Limited and JPMC (BankOne at the time)\, and eventually running MCS’ Central Region Financial Services practice. He spent the last 3 years in MCS incubating the professional services needed to deploy the Microsoft offering that eventually became Office 365 and Azure. \nRon continued the focus on Cloud Services when he founded Stratus Innovations Group in 2010\, working with local and global organizations to help develop their Cloud strategies\, including Nationwide Childrens Hospital and Cardinal Health. Stratus Innovations Group now has a global reach of reach of working with Enterprise and Mid-Market companies in deploying Cloud Services for their IT infrastructure and line-of-business applications\, including Ceridian\, MKS/Spectra-Physics\, Hexagon\, PowerGrid Services\, OrthopedicONE\, BroadStreet Partners\, and The Energy Cooperative. \nStratus Innovations Group’s vision is to become a software platform startup\, where they recently released IT-Gig.com\, which is a platform specifically for IT Service Providers. \n\nGreat questions for Ron:\n\nWhat is the best way to get your first IT services customer?\nWhy do customers utilize IT contractors vs using FTEs?\nIs it possible to have an IT contracting side-job while having a full-time job?\nWhat is the difference between Azure and AWS from a Platform-as-a-Service (PaaS) applications\, and why would you use one over the other?\nHow do you differentiate the IT services you provide vs the many other providers in the market?\nHow do you scale/grow a sole proprietor IT Services organization?\n\nClick here to schedule 30 minutes with Ron.\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  \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.\n\nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals. \n\n\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  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\n\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.\n\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.\n\nEmily Fehrman Cory | Airship Consulting\nDefense Technology\, Tech Transfer\, SBIR\nEmily Fehrman Cory has her doctorate in Electro-Optics\, with a specialization in nanofabrication of polymer photonic devices. Her technical interests include advanced manufacturing\, additive manufacturing\, photonics\, and optics. She started her career at AFRL\, where she was the chief technology advisor for America Makes\, the National Additive Manufacturing Innovation Institute. She was also a program manager in Manufacturing and Industrial Technologies\, specializing in Air Force tech transfer and commercialization. Emily then went on to create the AFRL Maker Hub\, the first public-private makerspace for collaborative prototyping for the Air Force\, to give small businesses a physical space to co-create with Air Force researchers. After her time at AFRL\, Emily spent three years as Faculty of Practice for Innovation and Entrepreneurship at the University of Dayton School of Engineering\, where she created a business incubation program that supported 11 student and faculty-led startups. \nIn 2021\, Emily founded Airship Consulting LLC\, where she uses her broad experience to help startup to small businesses leverage academic and government partnerships to grow their research and development programs towards commercialization and tech transfer goals. Emily is also an Entrepreneur in Residence (EIR) for the Entrepreneurs’ Center and a facilitator for Wright Brothers Institute. \nHer specialties include tech transfer and commercialization\, partnering with academia and government\, management consulting\, executive leadership and coaching\, corporate strategy\, and innovation techniques. Emily is a Black Belt Certified practitioner of Innovation Engineering through Eureka! Ranch. \nGreat questions for Emily:\n\nHow can I use the SBIR program to grow my business?\nWhat does “commercialization” mean to the Department of Defense? Why do they care?\nHow can I create commercial products using my government-funded research?\nAs an engineer founding a tech company\, who else should I be adding to my team?\n\nClick here to schedule 30 minutes with Emily.\n\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.\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/expert-office-hours-february-2-2024/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/png:https://innovatenewalbany.org/wp-content/uploads/2024/01/EOH-Brady-Bunch-020224-with-Evan-Marsh.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231207T090000
DTEND;TZID=America/New_York:20231207T120000
DTSTAMP:20260501T220117
CREATED:20231130T030046Z
LAST-MODIFIED:20231130T030046Z
UID:10000327-1701939600-1701950400@innovatenewalbany.org
SUMMARY:Expert Office Hours: December 7\, 2023
DESCRIPTION:Thursday Dec 7 | 9:00-12:00PM \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 12/6/23.\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 SIX\n4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment\n5. Thurs Dec 7: 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:\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.\nKaylee Willis | Porter Wright\nIntellectual Property (Patents\, Trademarks\, Copyrights)\n \nKaylee is an intellectual property attorney who practices in the areas of patent\, trademark\, copyright\, biotech and technology law. She works with clients on a wide variety of technologies\, including food science\, chemistry\, biotechnology\, medical devices\, consumer products\, product packaging\, automotive technology and electrical appliance technology. \nKaylee drafts and prosecutes all stages of U.S. utility and design patent applications\, as well as trademark applications with the U.S. Patent and Trademark Office (USPTO). She also manages\, prosecutes and enforces foreign and international patent and trademark portfolios. Kaylee also handles intellectual property licensing issues and other technology transactions. \nIn addition\, Kaylee is experienced with enforcement of intellectual property rights\, including litigation in patent\, trademark and copyright infringement matters. She counsels clients on patentability opinions\, infringement analyses and validity inquiries\, and also handles cease and desist issues. \nGreat Questions for Kaylee: \n\nWhat is the difference between patents\, copyrights and trademarks?How do I protect my IP?\nWhat is the process like to get a patent?\nWhat is the process like to get a trademark?\nHow much does it cost\, on average\, to get and obtain a patent?\n\nClick here to schedule 30 minutes with Kaylee.\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.\nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \n  \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\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  \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.\nRon Savoia | Stratus Innovations Group\, LLC\nIT Consulting\, Azure PaaS Application Development\nRon Savoia has over 30 years of experience in IT consulting\, starting with his first engagement with CompuServe in 1993 to help with their migration to WindowsNT and SQL Server for their new Email platform. He used this experience to join Microsoft’s new Enterprise Consulting Team\, Microsoft Consulting Services (MCS)\, where he worked Nationwide\, Limited and JPMC (BankOne at the time)\, and eventually running MCS’ Central Region Financial Services practice. He spent the last 3 years in MCS incubating the professional services needed to deploy the Microsoft offering that eventually became Office 365 and Azure. \nRon continued the focus on Cloud Services when he founded Stratus Innovations Group in 2010\, working with local and global organizations to help develop their Cloud strategies\, including Nationwide Childrens Hospital and Cardinal Health. Stratus Innovations Group now has a global reach of reach of working with Enterprise and Mid-Market companies in deploying Cloud Services for their IT infrastructure and line-of-business applications\, including Ceridian\, MKS/Spectra-Physics\, Hexagon\, PowerGrid Services\, OrthopedicONE\, BroadStreet Partners\, and The Energy Cooperative. \nStratus Innovations Group’s vision is to become a software platform startup\, where they recently released IT-Gig.com\, which is a platform specifically for IT Service Providers. \n\nGreat questions for Ron:\n\nWhat is the best way to get your first IT services customer?\nWhy do customers utilize IT contractors vs using FTEs?\nIs it possible to have an IT contracting side-job while having a full-time job?\nWhat is the difference between Azure and AWS from a Platform-as-a-Service (PaaS) applications\, and why would you use one over the other?\nHow do you differentiate the IT services you provide vs the many other providers in the market?\nHow do you scale/grow a sole proprietor IT Services organization?\n\nClick here to schedule 30 minutes with Ron.\nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n  \nLaura Sandstrom | Book + Street\nFinancial Modeling\, Cash Flow Planning\, Fractional CFO Services\nLaura brings over 20 years of valuation consulting to the team; she has worked at both Big4 consulting firms and boutique valuation firms. In that capacity she worked with a variety of clients ranging from small start-ups to large multinational conglomerates assisting them in the evaluation of their businesses for purposes of meeting GAAP requirements\, in preparation of audit and Mergers & Acquisitions. Laura left valuation consulting to join the corporate world with Paycor. She helped bring SaaS metrics to monthly board reports and created a robust competitive intelligence library. \nShe also partnered with product teams and created complex models for them before entering into a long-term partnership agreement. Most recently Laura was Senior Director of Finance at Belcan. She managed all M&A activities\, from LOI through to full integration\, including financial due diligence\, deal modeling\, synergy tracking\, non-IT integration\, reporting unit changes and annual goodwill impairment testing. She also managed the weekly cash forecast \,finance operations support and oversaw the credit department. \nLaura holds a Bachelor of Science in Business Administration from Xavier University and majored in Finance and Marketing. She obtained a Mini MBA from Miami University and holds an active license as an Accredited Senior Appraiser (ASA) with the American Society of Appraisers in Business Valuation. Laura serves as a Silent Board Member at Connetic Ventures. \nGreat questions for Laura:\n\nWhen do I need to graduate from a bookkeeper to a controller?\nI’m fundraising. What financial models should I have ready/\nWhy do I need a CFO?\n\nClick here to schedule 30 minutes with Laura.\nJen Meek | Book + Street\nHR and Talent Solutions\nJennifer is a result-driven executive\, guiding leaders in laying the foundational work of their talent strategy. Going beyond the everyday Human Resources issues\, she aligns people strategy with the overall goals and objectives of an organization. This intentional and authentic approach leads to identifying areas where an organization can continue to develop and thrive. \nHer vast experience in the talent solutions arena also makes her a sought out subject matter expert. She is knowledgeable in C Suite issues that impact workplace culture\, team dynamics\, and internal communications strategies. A dedicated and passionate leader\, Jennifer can provide personalized service\, create meaningful and lasting relationships\, and achieve profitable results. \nPrior to Book+Street\, Jen has 25 years of senior leadership experience\, she served as Vice President of HR for a multibillion-dollar private equity-owned company in the oil and gas industry\, with 1500 employees in 22 countries. Additionally\, Jen was the President\, CEO\, and member of the Board of Directors of an HR consulting organization for 12 years. \nJen’s undergraduate degree is in Marketing from Bowling Green State University\, and her Master’s in Business Administration is from Miami University of Ohio. She has served on many boards over the years and is currently a member of the Board of Advisors for Modern Ice Equipment and Supply. \nGreat Questions for Jen: \n\nHow do you build and sustain a conscious culture?\nWhat are strategies that you can deploy to attract\, recruit and retain top talent?\nWhat are the keys to leading executive team communication?\nHow can you effectively and efficiently hold your team accountable?\nLearn effective ways to articulate mission\, vision and values for your company.\n\nClick here to schedule 30 minutes with Jen.\nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\nMegan Neff | Rev1 Ventures\nVenture Development\nMegan is a driven professional with a primary focus on guiding Life Sciences entrepreneurs and founding teams from concept to product-market fit\, funding and capital plans\, business growth strategy\, and ultimately scale and exit. \nHer experience and vigorous thinking\, as well as her strategic development and execution expertise\, have enabled success of internal and external stakeholders in the healthcare industry. \nShe holds a bachelor’s degree\, Strategic Communications from The Ohio State University and is pursuing a Master’s in Business Administration with a concentration in Business Ventures and Entrepreneurship from Ohio University. \nGreat questions for Megan:\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?\nCan you help me with my Life Science product ideas?\n\nClick here to schedule 30 minutes with Megan.\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.\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/expert-office-hours-december-7-2023/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2023/11/eoh-12723.jpg
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DTSTART;TZID=America/New_York:20231006T090000
DTEND;TZID=America/New_York:20231006T120000
DTSTAMP:20260501T220117
CREATED:20230921T182048Z
LAST-MODIFIED:20230921T182048Z
UID:10000320-1696582800-1696593600@innovatenewalbany.org
SUMMARY:Expert Office Hours: October 6\, 2023
DESCRIPTION:Friday Oct 6 | 9:00-12:00PM \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\, Thursday 10/5/23.\nWe will end registrations at Noon\, 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 Oct 5: 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:\nSara Risch | Rev1 Ventures\nVenture Development\nAs Managing Director\, Venture Development\, Sara Risch guides spinout projects from Rev1 Ventures’ research partner institutions through Rev1’s customer\, product\, and market validation process. Sara provides extensive guidance to multiple high-growth\, high-potential companies\, remaining deeply involved for extended periods. \nSara has extensive experience in commercializing innovation—from analyzing complex technologies to determine the market potential to working directly with innovators to advance their projects from laboratory to seed-stage funding. She is an expert in developing commercialization roadmaps\, matching technologies to appropriate academic exit strategies\, and then assembling the right team to make that happen. \nSara earned her Ph.D. in Biomedical Science from The Ohio State University and her BS degree in Biology from Kent State University. \nGreat questions for Sara:\n\nHow do I estimate my product’s market potential?\nHow can I move my project from the lab to seed stage funding?\nCan Rev1 help me create a product commercialization Roadmap?\nCan Rev1 help me find talent to build out my startup team?\nWhat other services does Rev1 offer to startup founders?\n\nClick here to schedule 30 minutes with Sara.\n\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.\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  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n  \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.\n  \nJen Meek | Book + Street\nHR and Talent Solutions\nJennifer is a result-driven executive\, guiding leaders in laying the foundational work of their talent strategy. Going beyond the everyday Human Resources issues\, she aligns people strategy with the overall goals and objectives of an organization. This intentional and authentic approach leads to identifying areas where an organization can continue to develop and thrive. \nHer vast experience in the talent solutions arena also makes her a sought out subject matter expert. She is knowledgeable in C Suite issues that impact workplace culture\, team dynamics\, and internal communications strategies. A dedicated and passionate leader\, Jennifer can provide personalized service\, create meaningful and lasting relationships\, and achieve profitable results. \nPrior to Book+Street\, Jen has 25 years of senior leadership experience\, she served as Vice President of HR for a multibillion-dollar private equity-owned company in the oil and gas industry\, with 1500 employees in 22 countries. Additionally\, Jen was the President\, CEO\, and member of the Board of Directors of an HR consulting organization for 12 years. \nJen’s undergraduate degree is in Marketing from Bowling Green State University\, and her Master’s in Business Administration is from Miami University of Ohio. She has served on many boards over the years and is currently a member of the Board of Advisors for Modern Ice Equipment and Supply. \nGreat Questions for Jen: \n\nHow do you build and sustain a conscious culture?\nWhat are strategies that you can deploy to attract\, recruit and retain top talent?\nWhat are the keys to leading executive team communication?\nHow can you effectively and efficiently hold your team accountable?\nLearn effective ways to articulate mission\, vision and values for your company.\n\nClick here to schedule 30 minutes with Jen.\n  \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  \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.\n  \nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \n  \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\n  \nRon Savoia | Stratus Innovations Group\, LLC\nIT Consulting\, Azure PaaS Application Development\nRon Savoia has over 30 years of experience in IT consulting\, starting with his first engagement with CompuServe in 1993 to help with their migration to WindowsNT and SQL Server for their new Email platform. He used this experience to join Microsoft’s new Enterprise Consulting Team\, Microsoft Consulting Services (MCS)\, where he worked Nationwide\, Limited and JPMC (BankOne at the time)\, and eventually running MCS’ Central Region Financial Services practice. He spent the last 3 years in MCS incubating the professional services needed to deploy the Microsoft offering that eventually became Office 365 and Azure. \nRon continued the focus on Cloud Services when he founded Stratus Innovations Group in 2010\, working with local and global organizations to help develop their Cloud strategies\, including Nationwide Childrens Hospital and Cardinal Health. Stratus Innovations Group now has a global reach of reach of working with Enterprise and Mid-Market companies in deploying Cloud Services for their IT infrastructure and line-of-business applications\, including Ceridian\, MKS/Spectra-Physics\, Hexagon\, PowerGrid Services\, OrthopedicONE\, BroadStreet Partners\, and The Energy Cooperative. \nStratus Innovations Group’s vision is to become a software platform startup\, where they recently released IT-Gig.com\, which is a platform specifically for IT Service Providers. \n\nGreat questions for Ron:\n\nWhat is the best way to get your first IT services customer?\nWhy do customers utilize IT contractors vs using FTEs?\nIs it possible to have an IT contracting side-job while having a full-time job?\nWhat is the difference between Azure and AWS from a Platform-as-a-Service (PaaS) applications\, and why would you use one over the other?\nHow do you differentiate the IT services you provide vs the many other providers in the market?\nHow do you scale/grow a sole proprietor IT Services organization?\n\nClick here to schedule 30 minutes with Ron.\n  \nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\n  \nRachel Scott | Buckeye Innovation\nUX Design\nRachel has been a multidisciplinary designer for the past 21 years. She’s Senior UX Designer at Buckeye Innovation where she specializes in web and mobile app design\, product design\, user interface\, and competitive and UX audits. Before Rachel worked at Buckeye she contracted with digital agencies to help build B2B and B2C web products and SaaS platforms for clients in the fintech\, edtech\, and healthcare tech industries. \nGreat questions for Rachel:\n\nWhat is the value proposition of UX design?\nWhat role does UX design play in a website or app build or refresh?\nWhat are the strategies used in UX design to pinpoint and address business and user goals?\n\nClick here to schedule 30 minutes with Rachel.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\n  \n\n  \nEd Porter | Blue Chip CRO\nSales\, Marketing\, and Customer Success\n \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. \nClick here to schedule 30 minutes with Ed.\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/expert-office-hours-october-6-2023/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2023/09/brady-10623.jpg
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DTSTART;TZID=America/New_York:20230804T090000
DTEND;TZID=America/New_York:20230804T120000
DTSTAMP:20260501T220117
CREATED:20230725T182655Z
LAST-MODIFIED:20230726T184819Z
UID:10000302-1691139600-1691150400@innovatenewalbany.org
SUMMARY:Expert Office Hours: Friday August 4
DESCRIPTION:Friday Aug 4 | 9:00-12:00PM \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\, Thursday 8/3/23.\nWe will end registrations at Noon\, 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 Aug 4: 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:\nSara Risch | Rev1 Ventures\nVenture Development\nAs Managing Director\, Venture Development\, Sara Risch guides spinout projects from Rev1 Ventures’ research partner institutions through Rev1’s customer\, product\, and market validation process. Sara provides extensive guidance to multiple high-growth\, high-potential companies\, remaining deeply involved for extended periods. \nSara has extensive experience in commercializing innovation—from analyzing complex technologies to determine the market potential to working directly with innovators to advance their projects from laboratory to seed-stage funding. She is an expert in developing commercialization roadmaps\, matching technologies to appropriate academic exit strategies\, and then assembling the right team to make that happen. \nSara earned her Ph.D. in Biomedical Science from The Ohio State University and her BS degree in Biology from Kent State University. \nGreat questions for Sara:\n\nHow do I estimate my product’s market potential?\nHow can I move my project from the lab to seed stage funding?\nCan Rev1 help me create a product commercialization Roadmap?\nCan Rev1 help me find talent to build out my startup team?\nWhat other services does Rev1 offer to startup founders?\n\nClick here to schedule 30 minutes with Sara.\n\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.\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  \nKaylee Willis | Porter Wright\nIntellectual Property (Patents\, Trademarks\, Copyrights)\n \nKaylee is an intellectual property attorney who practices in the areas of patent\, trademark\, copyright\, biotech and technology law. She works with clients on a wide variety of technologies\, including food science\, chemistry\, biotechnology\, medical devices\, consumer products\, product packaging\, automotive technology and electrical appliance technology. \nKaylee drafts and prosecutes all stages of U.S. utility and design patent applications\, as well as trademark applications with the U.S. Patent and Trademark Office (USPTO). She also manages\, prosecutes and enforces foreign and international patent and trademark portfolios. Kaylee also handles intellectual property licensing issues and other technology transactions. \nIn addition\, Kaylee is experienced with enforcement of intellectual property rights\, including litigation in patent\, trademark and copyright infringement matters. She counsels clients on patentability opinions\, infringement analyses and validity inquiries\, and also handles cease and desist issues. \nGreat Questions for Kaylee: \n\nWhat is the difference between patents\, copyrights and trademarks?How do I protect my IP?\nWhat is the process like to get a patent?\nWhat is the process like to get a trademark?\nHow much does it cost\, on average\, to get and obtain a patent?\n\nClick here to schedule 30 minutes with Kaylee.\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  \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.\n  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n\nJohna Charles | Orbit Media Group\nDigital Marketing\nWith ten years of consulting experience ranging from small businesses to enterprises\, Johna has served on hundreds of marketing campaigns. Specializing in web development and marketing strategy. I handle the communication between the technical team and our clients. \nJohna has extensive knowledge in web development and user experience design as well as campaign optimization. \n\n\nGreat questions for Johna:\n\nHow to do I start an efficient marketing campaign?\nHow much should I spend on marketing efforts?\nWhat is the best source of advertising for my business?\nWhat is involved in setting up a proper Meta campaign?\nWhat is the importance of proper UX/UI (user experience/user interface)?\n\nClick here to schedule 30 minutes with Johna.\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.\n  \nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \n  \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\n  \nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\n  \nTristan Ruml | TR Growth\nB2B Business Development\nTristan Ruml has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\n  \nSandy Murphy | Cxstomer\nContact Center & Customer Care Services\nSandy Murphy is the Founder and CEO of Cxstomer\, an organization dedicated to helping companies build exceptional customer experiences that drive loyalty and profitability through phone\, email\, chat\, and SMS support. Combining her passion for customer-centric support with her experience in the field\, Sandy helps make customer care a key differentiator for businesses focused on rapid growth. \n\n\nGreat questions for Sandy:\n\nHow do I improve online sales conversion and support by leveraging live chat?\nIs there a way to reduce operating costs while maintaining excellent customer support?\nCustomer support is a cost center at my business. How do I turn it into a profit center?\nWhat can I do to improve customer satisfaction for my consumers?\n\nClick here to schedule 30 minutes with Sandy.\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/expert-office-hours-friday-august-4/
CATEGORIES:Expert Office Hours
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SUMMARY:Expert Office Hours: Friday June 2
DESCRIPTION:Please set all your appointments by 12 Noon\, Thu 6/1/23.\nWe 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 June 02: 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:\nKaylee Willis | Porter Wright\nIntellectual Property (Patents\, Trademarks\, Copyrights)\n \nKaylee is an intellectual property attorney who practices in the areas of patent\, trademark\, copyright\, biotech and technology law. She works with clients on a wide variety of technologies\, including food science\, chemistry\, biotechnology\, medical devices\, consumer products\, product packaging\, automotive technology and electrical appliance technology. \nKaylee drafts and prosecutes all stages of U.S. utility and design patent applications\, as well as trademark applications with the U.S. Patent and Trademark Office (USPTO). She also manages\, prosecutes and enforces foreign and international patent and trademark portfolios. Kaylee also handles intellectual property licensing issues and other technology transactions. \nIn addition\, Kaylee is experienced with enforcement of intellectual property rights\, including litigation in patent\, trademark and copyright infringement matters. She counsels clients on patentability opinions\, infringement analyses and validity inquiries\, and also handles cease and desist issues. \nGreat Questions for Kaylee: \n\nWhat is the difference between patents\, copyrights and trademarks?How do I protect my IP?\nWhat is the process like to get a patent?\nWhat is the process like to get a trademark?\nHow much does it cost\, on average\, to get and obtain a patent?\n\nClick here to schedule 30 minutes with Kaylee.\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  \nShwetha Pai | Book + Street\nFinancial Forecasting\, Valuation\, Accounting\n \nShwetha is a seasoned executive who has worked in leadership roles in Strategy\, Finance\, and Operations in a variety of large multinational companies\, such as JPMorgan Chase\, Barclays\, Citi\, Eli Lilly\, Alcoa\, Reynolds Packaging\, and Bon Secours Mercy Health. \nAcross her 20-year career\, she has led various Finance\, Operations\, and Strategy functions\, in large corporations as well as for startups and small businesses. She has led several billion-dollar M&A transactions\, leveraged financing deals\, and has built Finance and FP&A functions from the ground up for startups. In 2016 she started her entrepreneurial journey when she founded her startup\, OrgAnalytix\, a data analytics platform that leveraged network analytics and collaboration data to design optimal diversity & inclusion programs for large enterprises. She subsequently went on to work in another data analytics startup\, Worklytics\, as their Head of Finance\, Operations\, and Marketing. \nShwetha got her MBA from Columbia University and is involved as an Alumni leader for Columbia Business School. She is on the board of the Workforce Council of Southwest Ohio as well as Impact 100 and is passionate about entrepreneurship\, strategic finance\, and financial modeling. \nGreat questions for Shwetha:\n\nHow do we start building out a financial model?\nHow we forecast our revenue?\nWhat’s the best way to budget for the following year and make sure we stay on track?\n\nClick here to schedule 30 minutes with Shwetha.\n  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n\nJohna Charles | Orbit Media Group\nDigital Marketing\nWith ten years of consulting experience ranging from small businesses to enterprises\, Johna has served on hundreds of marketing campaigns. Specializing in web development and marketing strategy. I handle the communication between the technical team and our clients. \nJohna has extensive knowledge in web development and user experience design as well as campaign optimization. \n\n\nGreat questions for Johna:\n\nHow to do I start an efficient marketing campaign?\nHow much should I spend on marketing efforts?\nWhat is the best source of advertising for my business?\nWhat is involved in setting up a proper Meta campaign?\nWhat is the importance of proper UX/UI (user experience/user interface)?\n\nClick here to schedule 30 minutes with Johna.\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.\n  \nTushar Kulkarni | Big Kitty Labs\nSoftware Solutions to Meet Your Needs\nTushar has over 25 years of experience managing small to large-scale projects & teams\n& delivering innovative tech solutions. Tushar founded Big Kitty Labs to pursue his passion for innovative tech solutions and bringing them to different domains. Under Tushar’s\nleadership\, Big Kitty Labs has successfully designed & delivered 200+ software systems in domains ranging from the government sector\, healthcare\, education\, automative\, aviation\, agtech and sports. \n\nGreat questions for Tushar:\n\nWhat were the initial challenges one faces when starting their tech company\, and how can one overcome them?\nHow does one validate their tech idea or solution in the market before diving into development?\nWhat were the key steps that one can take to build a talented and cohesive tech team\nWhat strategies can one employ to market and promote your tech product or solution\nCan you share any lessons learned or mistakes made during the early stages of your tech venture?\nHow does one navigate the competitive landscape and differentiate your tech product from existing solutions?\n\nClick here to schedule 30 minutes with Tushar.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\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  \nTristan Ruml | TR Growth\nB2B Business Development\nTristan Ruml has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\n  \nSandy Murphy | Cxstomer\nContact Center & Customer Care Services\nSandy Murphy is the Founder and CEO of Cxstomer\, an organization dedicated to helping companies build exceptional customer experiences that drive loyalty and profitability through phone\, email\, chat\, and SMS support. Combining her passion for customer-centric support with her experience in the field\, Sandy helps make customer care a key differentiator for businesses focused on rapid growth. \n\n\nGreat questions for Sandy:\n\nHow do I improve online sales conversion and support by leveraging live chat?\nIs there a way to reduce operating costs while maintaining excellent customer support?\nCustomer support is a cost center at my business. How do I turn it into a profit center?\nWhat can I do to improve customer satisfaction for my consumers?\n\nClick here to schedule 30 minutes with Sandy.\n  \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.\n  \nMegan Neff | Rev1 Ventures\nVenture Development\nMegan is a driven professional with a primary focus on guiding Life Sciences entrepreneurs and founding teams from concept to product-market fit\, funding and capital plans\, business growth strategy\, and ultimately scale and exit. \nHer experience and vigorous thinking\, as well as her strategic development and execution expertise\, have enabled success of internal and external stakeholders in the healthcare industry. \nShe holds a bachelor’s degree\, Strategic Communications from The Ohio State University and is pursuing a Master’s in Business Administration with a concentration in Business Ventures and Entrepreneurship from Ohio University. \nGreat questions for Megan:\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?\nCan you help me with my Life Science product ideas?\n\nClick here to schedule 30 minutes with Megan.\n\nRoberta Winch | Ohio SBDC\nExporting Your Products/Services for Business Growth\nRoberta Winch is a NASBITE Certified Global Business Professional with over 15 years of experience in international business. Her private sector experience includes the international luxury and aspirational fashion industries where her business travels took her throughout Asia and Central and South America. She has worked and resided in New York\, NY\, San Francisco\, CA\, Tokyo\, Japan and Brussels\, Belgium. Her current role as the Ohio SBDC\, CSCC Director\, Export Assistance Network has allowed her to assist a variety of industries with a diverse range of exporting initiatives. Roberta holds a BA in International Studies from American University in Washington D.C. and an MBA from the University of Pittsburgh. \nGreat questions for Roberta:\n\nCan you help me set up a strategy & plan to start exporting?\nI don’t have a product! How can I export my services?\nIs it possible to “export” within the US?\nHow can I finance and ensure I get paid for my exports?\n\nClick here to schedule 30 minutes with Roberta.\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/expert-office-hours-friday-june-2/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2023/05/brady-4x4-hdr-2.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230407T090000
DTEND;TZID=America/New_York:20230407T120000
DTSTAMP:20260501T220117
CREATED:20230328T012540Z
LAST-MODIFIED:20230328T012540Z
UID:10000291-1680858000-1680868800@innovatenewalbany.org
SUMMARY:Expert Office Hours: Friday April 7
DESCRIPTION:Please set all your appointments by 12 Noon\, Thu 4/6/23. \nWe 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 07: 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:\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  \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  \nKaylee Willis | Porter Wright\nIntellectual Property (Patents\, Trademarks\, Copyrights)\n \nKaylee is an intellectual property attorney who practices in the areas of patent\, trademark\, copyright\, biotech and technology law. She works with clients on a wide variety of technologies\, including food science\, chemistry\, biotechnology\, medical devices\, consumer products\, product packaging\, automotive technology and electrical appliance technology. \nKaylee drafts and prosecutes all stages of U.S. utility and design patent applications\, as well as trademark applications with the U.S. Patent and Trademark Office (USPTO). She also manages\, prosecutes and enforces foreign and international patent and trademark portfolios. Kaylee also handles intellectual property licensing issues and other technology transactions. \nIn addition\, Kaylee is experienced with enforcement of intellectual property rights\, including litigation in patent\, trademark and copyright infringement matters. She counsels clients on patentability opinions\, infringement analyses and validity inquiries\, and also handles cease and desist issues. \nGreat Questions for Kaylee: \n\nWhat is the difference between patents\, copyrights and trademarks?How do I protect my IP?\nWhat is the process like to get a patent?\nWhat is the process like to get a trademark?\nHow much does it cost\, on average\, to get and obtain a patent?\n\nClick here to schedule 30 minutes with Kaylee.\n  \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.\n  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\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.\n  \nMadeline Rooney | Buckeye Innovation\nSEO\, User Experience\, and Google Analytics\n \nMadeline Rooney is a Content Specialist at Buckeye Innovation. Buckeye Innovation is a software engineering and design agency with a passion for creating dynamic digital experiences. \nMadeline earned her Bachelor of Science in Technology at Bowling Green State University\, with a focus on Interactive Media and Marketing. While at Buckeye Innovation\, she has led projects in a variety of subjects\, including SEO\, User Experience\, Google Analytics\, and Website Redesigns. \n\nGreat questions for Madeline:\n\nHow can I improve the user experience of my website?\nWhat are some SEO best practices I can start applying to my website today?\nHow can I upgrade to the newest Google Analytics Property\, GA4?\nWhat can I do to strategically map out content for my site?\n\nClick here to schedule 30 minutes with Madeline.\n  \nJohna Charles | Orbit Media Group\nDigital Marketing\nWith ten years of consulting experience ranging from small businesses to enterprises\, Johna has served on hundreds of marketing campaigns. Specializing in web development and marketing strategy. I handle the communication between the technical team and our clients. \nJohna has extensive knowledge in web development and user experience design as well as campaign optimization. \n\n\nGreat questions for Johna:\n\nHow to do I start an efficient marketing campaign?\nHow much should I spend on marketing efforts?\nWhat is the best source of advertising for my business?\nWhat is involved in setting up a proper Meta campaign?\nWhat is the importance of proper UX/UI (user experience/user interface)?\n\nClick here to schedule 30 minutes with Johna.\n  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\n\nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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  \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  \nTristan Ruml | TR Growth\nB2B Business Development\nTristan Ruml has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\n  \nSandy Murphy | Cxstomer\nContact Center & Customer Care Services\nSandy Murphy is the Founder and CEO of Cxstomer\, an organization dedicated to helping companies build exceptional customer experiences that drive loyalty and profitability through phone\, email\, chat\, and SMS support. Combining her passion for customer-centric support with her experience in the field\, Sandy helps make customer care a key differentiator for businesses focused on rapid growth. \n\n\nGreat questions for Sandy:\n\nHow do I improve online sales conversion and support by leveraging live chat?\nIs there a way to reduce operating costs while maintaining excellent customer support?\nCustomer support is a cost center at my business. How do I turn it into a profit center?\nWhat can I do to improve customer satisfaction for my consumers?\n\nClick here to schedule 30 minutes with Sandy.\n  \nMegan Neff | Rev1 Ventures\nVenture Development\nMegan is a driven professional with a primary focus on guiding Life Sciences entrepreneurs and founding teams from concept to product-market fit\, funding and capital plans\, business growth strategy\, and ultimately scale and exit. \nHer experience and vigorous thinking\, as well as her strategic development and execution expertise\, have enabled success of internal and external stakeholders in the healthcare industry. \nShe holds a bachelor’s degree\, Strategic Communications from The Ohio State University and is pursuing a Master’s in Business Administration with a concentration in Business Ventures and Entrepreneurship from Ohio University. \nGreat questions for Megan:\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?\nCan you help me with my Life Science product ideas?\n\nClick here to schedule 30 minutes with Megan.\n  \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.\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/expert-office-hours-friday-april-7/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2023/03/brady-4x4-hdr-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230203T083000
DTEND;TZID=America/New_York:20230203T113000
DTSTAMP:20260501T220117
CREATED:20230125T173830Z
LAST-MODIFIED:20230130T173533Z
UID:10000285-1675413000-1675423800@innovatenewalbany.org
SUMMARY:Expert Office Hours: Friday February 3
DESCRIPTION:Please set all your appointments by 12 Noon\, Thu 2/2/23. \nWe 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 February 03: 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:\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\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.\n  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n  \nMadeline Rooney | Buckeye Innovation\nSEO\, User Experience\, and Google Analytics\n \nMadeline Rooney is a Content Specialist at Buckeye Innovation. Buckeye Innovation is a software engineering and design agency with a passion for creating dynamic digital experiences. \nMadeline earned her Bachelor of Science in Technology at Bowling Green State University\, with a focus on Interactive Media and Marketing. While at Buckeye Innovation\, she has led projects in a variety of subjects\, including SEO\, User Experience\, Google Analytics\, and Website Redesigns. \n\nGreat questions for Madeline:\n\nHow can I improve the user experience of my website?\nWhat are some SEO best practices I can start applying to my website today?\nHow can I upgrade to the newest Google Analytics Property\, GA4?\nWhat can I do to strategically map out content for my site?\n\nClick here to schedule 30 minutes with Madeline.\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.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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.\nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\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.\nTristan Ruml | TR Growth\nB2B Business Development\nTristan Ruml has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\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.\nMatt Cynkar | Rev1 Ventures\nResources for High Growth Startups\nMatt Cynkar serves as Managing Director at Rev1 Ventures. In that role\, Matt leads\nthe team that serves as the first touch point for the more than 700 entrepreneurs who\nreach out to Rev1 each year. That team connects entrepreneurs quickly with the startup\nresources available within Rev1 and throughout Ohio’s startup communities. \nMatt manages exploratory meetings between qualified entrepreneurs and the Rev1\nteam members. Matt ensures seamless handoffs for entrepreneurs between their early\ncontact with Rev1 and the next steps on their journey\, which may be Rev1’s Customer\nLearning Lab\, client engagement planning\, or referrals to other support organizations\nor programs. \nBefore joining Rev1\, Matt played key roles in Market Research and Customer Insights\nat 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.\n  \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.\n  \nRoberta Winch | Ohio SBDC\nExporting Your Products/Services for Business Growth\nRoberta Winch is a NASBITE Certified Global Business Professional with over 15 years of experience in international business. Her private sector experience includes the international luxury and aspirational fashion industries where her business travels took her throughout Asia and Central and South America. She has worked and resided in New York\, NY\, San Francisco\, CA\, Tokyo\, Japan and Brussels\, Belgium. Her current role as the Ohio SBDC\, CSCC Director\, Export Assistance Network has allowed her to assist a variety of industries with a diverse range of exporting initiatives. Roberta holds a BA in International Studies from American University in Washington D.C. and an MBA from the University of Pittsburgh. \nGreat questions for Roberta:\n\nCan you help me set up a strategy & plan to start exporting?\nI don’t have a product! How can I export my services?\nIs it possible to “export” within the US?\nHow can I finance and ensure I get paid for my exports?\n\nClick here to schedule 30 minutes with Roberta.\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/expert-office-hours-friday-february-3/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2023/01/Brady-Bunch-EOH-020323.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221202T083000
DTEND;TZID=America/New_York:20221202T113000
DTSTAMP:20260501T220117
CREATED:20221123T024131Z
LAST-MODIFIED:20221123T155727Z
UID:10000279-1669969800-1669980600@innovatenewalbany.org
SUMMARY:Expert Office Hours: Friday December 2
DESCRIPTION:Please set all your appointments by 8:00 am Thu 12/1/22. \nWe 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 December 02: 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:\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  \nLora Brown | Bookkeeping Simplified By Lora\nBookkeeper/Quickbooks Online Pro\nLora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University. \nBookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate. \nGreat questions for Lora:\n\nI don’t have time to keep track of my expenses; can you get/keep them organized?\nWhat range of services does a Bookkeeper provide?\nWhat’s the best QuickBooks Online (QBO) Subscription for my business?\nWhat great new features have been added to QBO?\nCan I convert my QuickBooks Desktop version to QBO?\nHow do I manually upload bank transactions to QBO if the bank connection is not working?\n\nClick here to schedule 30 minutes with Lora.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth. \n\n\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\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  \nDan Rowell | Book + Street\nGAAP Accounting\, Cash Flow Forecasting & Financial Modeling\n \nDan Rowell originally joined Book+Street in January 2021. \nPrior to rejoining Book+Street\, Dan served as the CAO (Chief Accounting Officer) for one of the largest vertically integrated Cannabis suppliers in Michigan. He established their entire back-office operations for both the wholesale and retail business lines. Including sourcing and hiring of the accounting staff\, all processes\, budgeting\, cash flow forecasting\, financial reporting\, payroll system\, accounting systems (QuickBooks and then Sage Intacct) etc. Additionally\, he led due diligence for the acquisition of several retail dispensaries. \nDan spent the bulk of his senior financial executive career as Director Finance and Accounting for Tosoh America\, Inc. (Subsidiary of Tosoh Corporation\, Nikkei\, TYO4042) where he managed a team of finance\, accounting\, tax\, and payroll professionals responsible for the company’s North American finance and accounting operations. He provided guidance and recommendations to senior management in all aspects of the various businesses. \nGreat questions for Dan:\n\nWhat is the most important task to do before the “business” starts?\nWhy can’t I just use by bank statement as my financial reports?\nHow do I borrow money from a bank?\nHow long will my current cash balance last?\n\nClick here to schedule 30 minutes with Dan.\n  \nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\n \nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\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.\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  \n\nMatt Cynkar | Rev1 Ventures\nResources for High Growth Startups\nMatt Cynkar serves as Managing Director at Rev1 Ventures. In that role\, Matt leads\nthe team that serves as the first touch point for the more than 700 entrepreneurs who\nreach out to Rev1 each year. That team connects entrepreneurs quickly with the startup\nresources available within Rev1 and throughout Ohio’s startup communities. \nMatt manages exploratory meetings between qualified entrepreneurs and the Rev1\nteam members. Matt ensures seamless handoffs for entrepreneurs between their early\ncontact with Rev1 and the next steps on their journey\, which may be Rev1’s Customer\nLearning Lab\, client engagement planning\, or referrals to other support organizations\nor programs. \nBefore joining Rev1\, Matt played key roles in Market Research and Customer Insights\nat 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.\n  \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.\n  \nRoberta Winch | Ohio SBDC\nExporting Your Products/Services for Business Growth\nRoberta Winch is a NASBITE Certified Global Business Professional with over 15 years of experience in international business. Her private sector experience includes the international luxury and aspirational fashion industries where her business travels took her throughout Asia and Central and South America. She has worked and resided in New York\, NY\, San Francisco\, CA\, Tokyo\, Japan and Brussels\, Belgium. Her current role as the Ohio SBDC\, CSCC Director\, Export Assistance Network has allowed her to assist a variety of industries with a diverse range of exporting initiatives. Roberta holds a BA in International Studies from American University in Washington D.C. and an MBA from the University of Pittsburgh. \nGreat questions for Roberta:\n\nCan you help me set up a strategy & plan to start exporting?\nI don’t have a product! How can I export my services?\nIs it possible to “export” within the US?\nHow can I finance and ensure I get paid for my exports?\n\nClick here to schedule 30 minutes with Roberta.\n  \nTristan Ruml | TR Growth\nB2B Business Development\nTristan Ruml has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\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/expert-office-hours-friday-december-2/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2022/11/Expert-Office-Hours-Fri-Dec-2-Brady-Bunch-Graphic.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221007T083000
DTEND;TZID=America/New_York:20221007T113000
DTSTAMP:20260501T220117
CREATED:20221003T131451Z
LAST-MODIFIED:20221003T173306Z
UID:10000257-1665131400-1665142200@innovatenewalbany.org
SUMMARY:Expert Office Hours: Friday October 7
DESCRIPTION:Please make all appointments by 7 pm Thu 10/6/22. 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 October 07: 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  \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.\nDan Rowell | Book + Street\nGAAP Accounting\, Cash Flow Forecasting & Financial Modeling\n \nDan Rowell originally joined Book+Street in January 2021. \nPrior to rejoining Book+Street\, Dan served as the CAO (Chief Accounting Officer) for one of the largest vertically integrated Cannabis suppliers in Michigan. He established their entire back-office operations for both the wholesale and retail business lines. Including sourcing and hiring of the accounting staff\, all processes\, budgeting\, cash flow forecasting\, financial reporting\, payroll system\, accounting systems (QuickBooks and then Sage Intacct) etc. Additionally\, he led due diligence for the acquisition of several retail dispensaries. \nDan spent the bulk of his senior financial executive career as Director Finance and Accounting for Tosoh America\, Inc. (Subsidiary of Tosoh Corporation\, Nikkei\, TYO4042) where he managed a team of finance\, accounting\, tax\, and payroll professionals responsible for the company’s North American finance and accounting operations. He provided guidance and recommendations to senior management in all aspects of the various businesses. \nGreat questions for Dan:\n\nWhat is the most important task to do before the “business” starts?\nWhy can’t I just use by bank statement as my financial reports?\nHow do I borrow money from a bank?\nHow long will my current cash balance last?\n\nClick here to schedule 30 minutes with Dan.\nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\n \nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\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.\n  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\n \n\n\n\n\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth.\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\n\n\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  \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\nMatt Cynkar | Rev1 Ventures\nResources for High Growth Startups\nMatt Cynkar serves as Managing Director at Rev1 Ventures. In that role\, Matt leads\nthe team that serves as the first touch point for the more than 700 entrepreneurs who\nreach out to Rev1 each year. That team connects entrepreneurs quickly with the startup\nresources available within Rev1 and throughout Ohio’s startup communities. \nMatt manages exploratory meetings between qualified entrepreneurs and the Rev1\nteam members. Matt ensures seamless handoffs for entrepreneurs between their early\ncontact with Rev1 and the next steps on their journey\, which may be Rev1’s Customer\nLearning Lab\, client engagement planning\, or referrals to other support organizations\nor programs. \nBefore joining Rev1\, Matt played key roles in Market Research and Customer Insights\nat 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.\n  \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.\nTristan Ruml | Tortuga\nB2B Business Development\nTristan has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\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-october-07/
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/png:https://innovatenewalbany.org/wp-content/uploads/2022/10/Header-Brady-Bunch-Expert-Office-Hours-100722.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220805T083000
DTEND;TZID=America/New_York:20220805T113000
DTSTAMP:20260501T220117
CREATED:20220725T192128Z
LAST-MODIFIED:20220726T143649Z
UID:10000247-1659688200-1659699000@innovatenewalbany.org
SUMMARY:Expert Office Hours - Friday Aug 05\, 2022
DESCRIPTION:Please make your appointments by 7 pm on Thu 08/04/22. 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 August 05: 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  \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  \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.\n  \nCarolyn Kilbride | Book + Street\nStartup HR + Talent\nCarolyn began her career in Executive Recruiting in 1997\, providing sourcing and executive placement support for diverse industries including Technology and Finance. This experience led her to position as a founding team member of a Retail and Pharmacy e-commerce startup in Columbus. As employee number 8\, she was responsible for building and managing HR and Recruitment functions for the organization. This included talent and hiring strategy to quickly scale up operations. She managed the end-to-ed HR function\, building compensation and benefits plans\, defining and implementing company policies and implementing technology to support Human Resources and Recruitment needs. Within 18 months\, the company scaled rapidly\, growing from 8 to 150+ employees. \nShe next leveraged her startup experience by taking on a role with Battelle’s Venture Management Group. In this position she was responsible for driving the human resources and recruitment strategy for multiple commercial spinouts from Battelle’s laboratory system. During her tenure with Battelle\, Carolyn led multiple firm-wide initiatives to engineer Recruiting processes\, build recruitment capability and position the company for success. She led the selection\, design\, and implementation of novel digital recruiting platform to catalyze Battelle’s diversity and inclusion initiatives\, ensuring that all candidates were properly sourced and screened for opportunities. She worked closely with proposal teams to ensure appropriate Talent Planning and pipeline activity. She authored innumerable talent proposals to define Positions\, hiring timelines and delivery expectations. She served as Recruiting Manager for the National Security Division for a number of years before returning to her more entrepreneurial roots. \nIn 2010\, Carolyn launched Kilbride Professional Search to support growing companies with their talent acquisition and management needs. She provided HR Consulting and Recruitment and Hiring services for multiple start-ups and corporations\, providing on-demand service solutions. \nGreat questions for Carolyn:\n\nDeveloping a compelling company culture for your employees\nBenefit Plan for startups. What should you offer? What is the right time? How to develop a compelling Employer Value Proposition to attract the right people?\nHow to hire the right people for your startup.\nWhat is the difference between a Contractor (1099) and Employee?\nWhat should I pay employees? What is current market bearing for Compensation? Cash vs. Incentive vs. Equity?\nDeveloping HR Documentation and Policy guidelines – When is the right time?\nWhat is happening in the current Talent Market?\n\nClick here to schedule 30 minutes with Carolyn.\n  \nBrad Griffith | Buckeye Innovation\nWeb Strategy & Engineering\n \nBrad Griffith is President of Buckeye Innovation\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Innovation\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\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.\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  \nSusan Fortner | BPR International\nPublic Relations & Marketing\nSusan Fortner has 20+ years of experience in public relations and marketing. Her firm BPR International 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.\n  \nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\n \n\n\n\n\nManny Larcher is a first-generation American born in Columbus\, Ohio\, both of his parents are from St. Lucia. He serves as a Deal Flow associate with JumpStart Ventures\, which combines capital\, services\, and connections to help entrepreneurs grow\, researchers commercialize\, and corporations innovate. As the co-founder and CEO of Stopwatch Creative\, a boutique marketing/tech firm incubating platforms like CollaborateandElevate.com\, which connects hundreds of businesses of all sizes with opportunities\, Manny leads vision and growth.\n\nA lifelong learner who genuinely enjoys digging deep into new technologies and the creatives developing them\, Manny loves seeing innovative ideas\, and the teams behind them flourish. He also serves on the Board with Black Men Talk Tech and Columbus Young Professionals.\n\n\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  \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  \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  \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.\nTristan Ruml | Tortuga\nB2B Business Development\nTristan has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\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-aug-05-2022/
LOCATION:Innovate New Albany\, 8000 Walton Parkway Suite 200\, New Albany\, OH\, 43054\, United States
CATEGORIES:Expert Office Hours
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2022/07/brady-85-2.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220610T083000
DTEND;TZID=America/New_York:20220610T113000
DTSTAMP:20260501T220117
CREATED:20220601T174111Z
LAST-MODIFIED:20220601T174111Z
UID:10000241-1654849800-1654860600@innovatenewalbany.org
SUMMARY:Expert Office Hours - Friday Jun 10\, 2022
DESCRIPTION:Please make your appointments by 7 pm on Thu 06/09/22. 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 June 10: 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:\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\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  \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  \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  \nDan Rowell | Book + Street\nGAAP Accounting\, Cash Flow Forecasting & Financial Modeling\nDan Rowell originally joined Book+Street in January 2021. \nPrior to rejoining Book+Street\, Dan served as the CAO (Chief Accounting Officer) for one of the largest vertically integrated Cannabis suppliers in Michigan. He established their entire back-office operations for both the wholesale and retail business lines. Including sourcing and hiring of the accounting staff\, all processes\, budgeting\, cash flow forecasting\, financial reporting\, payroll system\, accounting systems (QuickBooks and then Sage Intacct) etc. Additionally\, he led due diligence for the acquisition of several retail dispensaries. \nDan spent the bulk of his senior financial executive career as Director Finance and Accounting for Tosoh America\, Inc. (Subsidiary of Tosoh Corporation\, Nikkei\, TYO4042) where he managed a team of finance\, accounting\, tax\, and payroll professionals responsible for the company’s North American finance and accounting operations. He provided guidance and recommendations to senior management in all aspects of the various businesses. \nGreat questions for Dan:\n\nWhat is the most important task to do before the “business” starts?\nWhy can’t I just use by bank statement as my financial reports?\nHow do I borrow money from a bank?\nHow long will my current cash balance last?\n\nClick here to schedule 30 minutes with Dan.\n  \nCarolyn Kilbride | Book + Street\nStartup HR + Talent\nCarolyn began her career in Executive Recruiting in 1997\, providing sourcing and executive placement support for diverse industries including Technology and Finance. This experience led her to position as a founding team member of a Retail and Pharmacy e-commerce startup in Columbus. As employee number 8\, she was responsible for building and managing HR and Recruitment functions for the organization. This included talent and hiring strategy to quickly scale up operations. She managed the end-to-ed HR function\, building compensation and benefits plans\, defining and implementing company policies and implementing technology to support Human Resources and Recruitment needs. Within 18 months\, the company scaled rapidly\, growing from 8 to 150+ employees. \nShe next leveraged her startup experience by taking on a role with Battelle’s Venture Management Group. In this position she was responsible for driving the human resources and recruitment strategy for multiple commercial spinouts from Battelle’s laboratory system. During her tenure with Battelle\, Carolyn led multiple firm-wide initiatives to engineer Recruiting processes\, build recruitment capability and position the company for success. She led the selection\, design\, and implementation of novel digital recruiting platform to catalyze Battelle’s diversity and inclusion initiatives\, ensuring that all candidates were properly sourced and screened for opportunities. She worked closely with proposal teams to ensure appropriate Talent Planning and pipeline activity. She authored innumerable talent proposals to define Positions\, hiring timelines and delivery expectations. She served as Recruiting Manager for the National Security Division for a number of years before returning to her more entrepreneurial roots. \nIn 2010\, Carolyn launched Kilbride Professional Search to support growing companies with their talent acquisition and management needs. She provided HR Consulting and Recruitment and Hiring services for multiple start-ups and corporations\, providing on-demand service solutions. \nGreat questions for Carolyn:\n\nDeveloping a compelling company culture for your employees\nBenefit Plan for startups. What should you offer? What is the right time? How to develop a compelling Employer Value Proposition to attract the right people?\nHow to hire the right people for your startup.\nWhat is the difference between a Contractor (1099) and Employee?\nWhat should I pay employees? What is current market bearing for Compensation? Cash vs. Incentive vs. Equity?\nDeveloping HR Documentation and Policy guidelines – When is the right time?\nWhat is happening in the current Talent Market?\n\nClick here to schedule 30 minutes with Carolyn.\n  \nBrad Griffith | Buckeye Interactive\nWeb Strategy & Engineering\n \nBrad Griffith is President of Buckeye Interactive\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Interactive\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\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.\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  \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.\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  \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  \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  \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.\nTristan Ruml | Tortuga\nB2B Business Development\nTristan has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries. \nHe coaches sales teams\, develops plays\, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners. \nTristan has helped clients book meetings with executives in companies like JP Morgan\, Marriott\, and Walgreen’s for industries such as Security\, Healthcare\, Chemicals\, Big Data and more. \nGreat questions for Tristan:\n\nWhat should I change about my assumptions in my outreach message?\nWhat should I try to crack the code on this vertical/niche/industry?\nThis part of my process appears to be broken\, what should I re-evaluate?\n\nClick here to schedule 30 minutes with Tristan.\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-jun-10-2022/
CATEGORIES:Expert Office Hours
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DTSTART;TZID=America/New_York:20220204T083000
DTEND;TZID=America/New_York:20220204T113000
DTSTAMP:20260501T220117
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UID:10000220-1643963400-1643974200@innovatenewalbany.org
SUMMARY:Expert Office Hours - Friday Feb 4\, 2022
DESCRIPTION:Please make your appointments by 7 pm on Thu 02/03/22. 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 (or call-in phone #) for each appointment\n5. Fri February 4: at time of each appointment\, click on Zoom link or call phone #\, 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  \nMiglena Kotevski | Huntington National Bank\nFinancing for Early Stage Businesses\nMiglena Kotevski is a Program Manager for Huntington National Bank’s Lift Local Business Program\, as part of the bank’s community plan commitment. Participants in Lift Local Business include women\, veterans\, and racially and ethnically diverse business owners. \nMiglena has over 14 years of experience in banking (all with Huntington)\, 13 of them working with business clients of different industries and revenue size. She loves assisting Huntington clients with starting their own businesses\, growing existing businesses\, and going through all stages of a business lifecycle. She works closely with the Huntington Retail banking offices in New Albany\, Gahanna\, and the surrounding areas. \nGreat questions for Miglena:\n\nHow should I finance the launch of a start-up or a new small business?\nWhat kind of financing can I obtain to grow my business?\nWhat are the basic requirements to buy a building? Or to purchase an existing business?\nWhat kind of bank accounts does Huntington offer on the business banking side?\nHow can a bank help a business run its day-to-day operations effectively & efficiently?\n\nClick here to schedule 30 minutes with Miglena.\n\nManny Larcher | Stopwatch Creative\nGrowth Marketing & Branding\n \n\n\n\n\nManny Larcher is the CEO of Stopwatch Creative and Founder of Collaborate and Elevate. He is a first-generation American who enjoys helping others find purpose in their work and is passionate about solving the challenges businesses face around growth.  \nStopwatch Creative\, a boutique marketing agency\, with a portfolio including numerous industries from Start-Ups to highly respected brands and high profile individuals. A full-service agency with the clear goal of driving a positive return on investment for clients\, Stopwatch Creative assists their clients in numerous ways website/nas/content/live/innovatena development\, brand development and growth\, storytelling\, digital advertising\, social media\, and more. Manny was recently recognized as one of the Top 20 Young Professionals in Columbus by CityPulse. \n\n\n\n\nGreat questions for Manny:\n\nAm I using best design practices to provide a great user experience and engagement?\nHow can I generate more sales?\nHow can I maximize the results of advertising efforts with my analytics?\nIs my website or my marketing generating good results?\n\n\n\n\n\n\n\n\n\nClick here to schedule 30 minutes with Manny.\n  \nBrad Griffith | Buckeye Interactive\nWeb Strategy & Engineering\n \nBrad Griffith is President of Buckeye Interactive\, the web strategy and engineering agency he started in 2009. Prior to starting Buckeye Interactive\, Brad spent several years consulting and developing web applications in-house for a variety of companies including JPMorgan Chase\, QUALCOMM\, and the Go Big Network. Brad earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors\, both at The Ohio State University. \nHe has more than 20 years of web development experience and has worked from coast to coast with small and large companies\, educational institutions\, non-profit organizations and government agencies to build innovative web solutions. \n\n\nGreat questions for Brad:\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 Brad.\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.\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.\n\nPartick Hynes | Book+Street\nCFO Guidance & Support\nPatrick joined Book+Street as CFO in August of 2021. As a Finance and Strategic Leader of +20 years\, Patrick has experience leading high-functioning and collaborative teams to influence key decisions through fact-based analytics. Described as a critical thinker\, Patrick’s extensive experience in financial modeling\, budgeting\, accounting\, and project management has been used to grow companies and transform business operations. \nPrior to Book+Street\, Patrick served as the VP of Central Planning for Thirty-One Gifts\, a direct sales / retail company. In this role\, Patrick led a team of 20 employees in the functions of Financial Planning and Analysis\, Merchandise and Inventory Planning and Data Analytics. During this time\, Patrick worked hand in hand with the entire C-suite team to develop and implement strategies to drive profits during a time of revenue decline and cost increases. \nPrior to joining Thirty-One\, Patrick spent ten years at Limited Brands\, where he supported a growing victoriassecret.com business in its infancy. Patrick’s roles and responsibilities included development of merchandise profitability tools and methodologies\, e-commerce channel profitability studies and capital investment business case creation. \nPatrick earned a BS in Business Administration in both Accounting and Finance from The Ohio State University. \nGreat questions for Patrick:\n\nWhat is a “pro-forma” and why do I need one?\nHow can I evaluate if all my activities in my company are achieving our financial goals\nCash is king. How do you set up a simple yet effective cash flow forecast?\n\nClick here schedule 30 minutes with Patrick.\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\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.\n  \nAndrea Ewing | Rev1 Ventures\nCreating Connections\, Corporate Partnerships\, Startup Positioning\nAndrea is all about creating the connections and infrastructure that entrepreneurs need to build successful companies. Corporate partnerships and high-quality deal flow are the cornerstones of Rev1’s unique\, stage-based investor startup studio. \nAs manager of corporate connections\, Andrea advances both. She connects leading corporations that are actively seeking disruptive technologies with startups that are building ground-breaking solutions. Andrea also connects Rev1 portfolio clients with other potential customers—championing the startups with corporates for the innovation potential that startups can deliver. \nOutside of the office\, Andrea is an avid international traveler and concert-goer. A graduate of The Ohio State University and native of Columbus\, she is a Buckeye through and through. \nGreat questions for Andrea:\n\nHow do you know if you are ready to connect with a larger company?\nHow do you prepare for a pitch presentation?\nWhat are some things we should consider when doing a market comparison?\n\nClick here to schedule 30 minutes with Andrea.\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-feb-4-2021/
CATEGORIES:Expert Office Hours
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