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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
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DTSTART;TZID=America/New_York:20230804T090000
DTEND;TZID=America/New_York:20230804T120000
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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
ATTACH;FMTTYPE=image/jpeg:https://innovatenewalbany.org/wp-content/uploads/2023/07/brady-8423-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230602T090000
DTEND;TZID=America/New_York:20230602T120000
DTSTAMP:20230524T121521Z
CREATED:20230524T121521Z
LAST-MODIFIED:20230524T121521Z
UID:10000296-1685696400-1685707200@innovatenewalbany.org
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:20230328T012540Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230203T083000
DTEND;TZID=America/New_York:20230203T113000
DTSTAMP:20230130T173533Z
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:20221123T155727Z
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:20221003T173306Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220805T083000
DTEND;TZID=America/New_York:20220805T113000
DTSTAMP:20220726T143649Z
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:20220601T174111Z
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:20220125T143816Z
CREATED:20220121T154213Z
LAST-MODIFIED:20220125T143816Z
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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