Innovate New Albany

How to Launch a 6-Figure Lifestyle Business Without Quitting Your Job (LIVESTREAM)
2022-01-21 12:00 - 13:00 (America/New_York) | OH
Please register by 10 pm on Thu Jan 20.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
A lifestyle business is built around the founder, it serves the goals of the founder, and frequently it places a higher priority on the founder’s time freedom than his/her financial freedom.
The “great resignation”, “great reshuffle” and mass “zoom layoffs” currently occurring in the workplace make the idea of owning a profitable lifestyle business even more attractive than it was before. Lifestyle businesses give their owners opportunities to thrive with less fear about threats like global economic downturns and unplanned career transitions!
In this TIGER Workshop you’ll discover how to:
• create more meaningful and fulfilling work
• quickly validate your lifestyle business opportunity
• reclaim your freedom and start living life on your terms
• find your zone of genius and overcome fear of failure
• establish founder-market-fit and fast track your path to a 6-figure income
And, you’ll learn simple tools, practical strategies, and proven guidance that will help you launch a secure, sustainable lifestyle business without quitting your job!
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Craig M. Chavis Jr. is an award-winning author and business strategist on a mission to help burnt-out entrepreneurs escape the hustle and build 6-figure lifestyle businesses.
At the core of Craig’s coaching philosophy lies the mantra – “Become the Entrepreneur of Your Life.” Through this lens, he coaches through an alternative and holistic perspective cultivated from over a decade of first-hand experience launching and managing multiple businesses in Ghana, Costa Rica, Peru, and the US.
Craig is a serial entrepreneur, a Returned Peace Corps Volunteer, and a former Division-1 college athlete. Craig earned his MBA at the University of Tampa and his BSBA at Samford University. Craig is a super foodie, a world traveler, and a lifelong learner, He currently resides in Columbus.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Craig
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

From Aviator to Entrepreneur (LIVESTREAM)
2022-01-26 12:00 - 13:00 | OH
Please register by 10 pm on Tue Jan 25.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
Please join Dr. Jim Guilkey, for this TIGER Tale, as he shares his experience and lessons learned from a career that started in aviation and then moved into entrepreneurship. He’ll discuss how he built his learning services business, S4 NetQuest, from the ground up.
Included will be insights on the challenges and hurdles the firm has faced over the past 20+ years, such as the 2008 recession and the current Covid pandemic, as well as future plans of creating a sustainable business. We hope you will join Dr. Guilkey to learn more about his incredible journey to entrepreneurship.
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Dr. Jim Guilkey is an innovative learning expert, owner of S4 NetQuest, published author, and highly sought-after speaker. He is an acknowledged and acclaimed expert on learning strategy and design with over 30 years’ experience. Dr. Guilkey earned three degrees at The Ohio State University including his Ph.D. in Instructional Design and Technology.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Jim
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

What You Need to Know About Venture Capital (LIVESTREAM)
2022-01-28 12:00 - 13:00 | OH
Please register by 10 pm on Thu Jan 27.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
The process of raising capital is straightforward, but it’s not easy!
In this TIGER Talk, led by Bethany George, Managing Director at Rev1 Ventures, we will walk through the fundamentals of raising venture funding. Whether you’re working with an investment firm or you’re raising funds from friends and family, successfully raising capital requires a high degree of focus and a significant time commitment from company founders and key members of its management team.
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In her role as Managing Director at Rev1, Bethany George is passionate about building exceptional high-growth companies. She brings extensive experience in venture development and venture capital investment to guiding entrepreneurs through Rev1’s startup studio program and its investment processes.
Bethany is a natural connector who was honored with the 2020 Columbus Business First 40 Under 40 Award to recognize her career accomplishments connecting entrepreneurs and high growth startups to the services and capital they need, as well as many other contributions to the Columbus community!
Bethany earned her BS degree in Journalism and her MA degree with an emphasis in business, economics, and political science from Ohio University, Athens, OH.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Bethany
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Expert Office Hours - Friday Feb 4, 2022
2022-02-04 08:30 - 11:30 | OH
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.
STEPS
1. Review our roster of Experts, below
2. Click on the link below the Expert’s name to schedule an appointment
3. Make individual appointments w/ the experts you need – just ONE – or, up to a maximum of SIX
4. You’ll receive an email & a calendar invitation – w/ a Zoom link (or call-in phone #) for each appointment
5. Fri February 4: at time of each appointment, click on Zoom link or call phone #, to meet w/ your selected Expert
NOTES
1. For most of you, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software
2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org”

Schedule up to six 30-minute meeting(s) below:
Liane Rousseau | Porter Wright
Law – Trademarks & Other Intellectual Property
Liane 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.
Liane 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.
With 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.
Great Topics for Liane:

Trademarks, Copyrights, & Patents
Intellectual Property Rights
Protection of a Business’s Intellectual Property
Advertising Law: Can My Competitors Really Say “That”?

Click here to schedule 30 minutes with Liane.

Ryan Steele | Porter Wright
Startup & Emerging Business Law
At 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.
Ryan 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.
Ryan 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.
Great Questions for Ryan:

Incorporating Your New Business – What forms are possible and the pros/cons of each
Capital Tables – How to structure company ownership to ensure achieving my long term goals?
Business Operating Agreements – What are these and when does my business need one?
Liability – How do I protect myself and my business?
Written Contracts – When and why should my business use them?
Regulation & Red Tape – What docs must I file to comply with laws/rules for my industry?

Click here to schedule 30 minutes with Ryan.

Miglena Kotevski | Huntington National Bank
Financing for Early Stage Businesses
Miglena 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.
Miglena 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.
Great questions for Miglena:

How should I finance the launch of a start-up or a new small business?
What kind of financing can I obtain to grow my business?
What are the basic requirements to buy a building? Or to purchase an existing business?
What kind of bank accounts does Huntington offer on the business banking side?
How can a bank help a business run its day-to-day operations effectively & efficiently?

Click here to schedule 30 minutes with Miglena.

Manny Larcher | Stopwatch Creative
Growth Marketing & Branding

Manny 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.
Stopwatch 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.

Great questions for Manny:

Am I using best design practices to provide a great user experience and engagement?
How can I generate more sales?
How can I maximize the results of advertising efforts with my analytics?
Is my website or my marketing generating good results?

Click here to schedule 30 minutes with Manny.

Brad Griffith | Buckeye Interactive
Web Strategy & Engineering

Brad 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.
He 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.

Great questions for Brad:

What is the best way to get my website started?
How do I start planning an application for my business?
How can I improve my site for better SEO?
What different ways can I start building my company’s brand?
How can I refresh or redesign my website?

Click here to schedule 30 minutes with Brad.

Satish Albert | E2 Infosystems
Custom Software & App Development

Satish 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.

Satish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs.

E2 Infosystems has developed software and mobile applications serving:

SaaS startups
Healthcare & Assisted Living businesses
Travel, Manufacturing and Enterprise Legacy Systems

Great questions for Satish:

How do I turn my idea into a software product or application?
What factors influence the price of software or app development?
What are the latest trends or best practices in software/nas/content/live/innovatena development?
How can I make sure my software or app is built to grow as my business grows?
What’s a realistic timeline & what milestones can I expect when developing my products?

Click here to schedule 30 minutes with Satish.

Susan Fortner | Bowers PR
Public Relations & Marketing
Susan 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.
Fortner 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.
Great questions for Susan:

How can I promote my company on a limited budget?
How do I set Marketing & PR budgets that are sufficient to drive results?
What simple steps can I take to improve my social media visibility rapidly?
Which charities, like-minded businesses, and complementary companies should I partner with?
How do I create and execute events that will differentiate my business in a crowded market?
How can I get my products featured on shopping channels like QVC and HSN?

Click here schedule 30 minutes with Susan.

Partick Hynes | Book+Street
CFO Guidance & Support
Patrick 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.
Prior 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.
Prior 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.
Patrick earned a BS in Business Administration in both Accounting and Finance from The Ohio State University.
Great questions for Patrick:

What is a “pro-forma” and why do I need one?
How can I evaluate if all my activities in my company are achieving our financial goals
Cash is king. How do you set up a simple yet effective cash flow forecast?

Click here schedule 30 minutes with Patrick.

Michael Butler | Footprint Capital
Business Exit Advice & Planning
Michael 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.
Michael 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).
Great questions for Michael:

How should I be preparing to sell my business?
What are the possible exit options for my business?
What is the value of having an advisor help me sell my company?
What are the steps of a sale process and how long does it take?

Click here to schedule 30 minutes with Michael.

Ed Porter | Blue Chip CRO
Sales, Marketing, and Customer Success
Ed 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.
Ed 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.
Great questions for Ed:

What does a Chief Revenue Officer do?
What’s the best technology to use to help accelerate sales?
What does social selling mean?
I have a sales problem, what can I do?
What is customer success? Isn’t it just customer service?

Click here to schedule 30 minutes with Ed.

Kevin Hammond | Ohio SBDC
Business Management Advice
Kevin 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.
The 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.
Great questions for Kevin:

I have a business idea. What is my next step?
How do I market my services and products?
How can I take my business to the next level?
How and where can I get money for my business?
How do I keep track of my financial records and assure I’m tax compliant?

Click here to schedule 30 minutes with Kevin.

Andrea Ewing | Rev1 Ventures
Creating Connections, Corporate Partnerships, Startup Positioning
Andrea 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.
As 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.
Outside 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.
Great questions for Andrea:

How do you know if you are ready to connect with a larger company?
How do you prepare for a pitch presentation?
What are some things we should consider when doing a market comparison?

Click here to schedule 30 minutes with Andrea.

*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

CES 2022 Should Have Been in the Metaverse: 4 Takeaways for Futurists & CEOs (LIVESTREAM)
2022-02-18 12:00 - 13:00 | OH
Please register by 10 pm on Thu Feb 17.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
In the words of our TIGER Talk speaker, Brad Griffith:
“Do you know the hottest trend in your industry that will change the needs of your customers and alter your growth plans? Join me to hear what consumer technology will disrupt all of our industries over the next decade. From the Metaverse and blockchain to smart devices of every sort, I’ve seen some serious disruptive technology.
Disruption has become a norm in our lives. CES 2022 experienced yet another disruption after making a valiant effort to return to an in-person event this year. With numerous exhibitors dropping out last minute as the Omicron variant spiked unexpectedly, many attendees also chose to attend an admittedly sub-par virtual experience again this year.
My favorite author, Clayton Christensen, said it well when he said, “You may hate gravity, but gravity doesn’t care.” Much like COVID variants, technology keeps changing. It’s a force we all deal with, and it’s important that we learn to predict some of the changes, prepare for what we can, and then expect the unexpected.
Join me to hear about what industry titans and startup entrepreneurs know to be the trends and strategies that will shape our future work and personal lives.
For the past 15 years, I have loved attending the Consumer Electronics Show (CES) in Las Vegas because it’s my opportunity to absorb trajectory-altering lessons and insights from industry experts and thought leaders. These insights have changed the way I approach business strategy and have enhanced many aspects of the way I live my life. Traditionally the largest technology trade show in the world, this year’s second-ever all-digital CES conference and trade show were different but still captivating.
If you are a strategic thinker leading a team into a potentially volatile future, this talk is a must. I promise to share quotes, trends, and transformational lessons that will help prepare you for the next evolutionary and revolutionary changes in your company.“
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Brad Griffith is a lifelong entrepreneur. He grew up working for his dad’s veterinary hospital, learning the joys and challenges of business ownership. Brad is now President of Buckeye Interactive, the web strategy and engineering team 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. He earned his Masters in Business Administration after completing his Bachelor’s in Electrical and Computer Engineering with honors, both at The Ohio State University.
Brad has more than 25 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. Brad lives in New Albany with his wife and two daughters.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Brad
1:00 pm – Wrap
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The Gift of VUCA or: How I Learned To Stop Worrying & Love Chaos (LIVESTREAM)
2022-02-23 12:00 - 13:00 | OH
Please register by 10 pm on Tue Feb 22.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
What’s VUCA? Volatility, Uncertainty, Complexity, and Ambiguity.
Please join Mark McGrath for this TIGER Talk, in which he will help us learn to improve our capacity for independent action, while facing challenges resulting from VUCA.
Specifically, Mark will lead us to define and understand:

the nature of VUCA, in order to embrace it
the concept of Orientation, its function, and how it shapes observations, decisions, actions, and learning
the concept of Intent, in order to harmonize actions and create value for all involved

We’ll also have opportunity for Q&A, discussion of additional learning resources, etc.
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A quick bio on Mark McGrath, in his own words:

I was sent into the world to help individuals and teams thrive in chaos!
I do this by sharing my cross-functional experience and education in the areas of strategic planning, decision-making, process improvement, capital markets, and training/coaching.
I’m a former Captain in the United States Marine Corps and spent almost twenty years in the professional world of asset management.
I graduated from Marquette University with a Bachelor’s degree in History, and from the University of Detroit-Mercy with a Master’s in Economics.
I live in Columbus with my wife Erika and our four teenagers.

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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Mark
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

The Business Designer: The Leader Needed for Success in Today’s Turbulent, Competitive World (LIVESTREAM)
2022-03-04 12:00 - 13:00 | OH
Please register by 10 pm on Thu Mar 3.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
It’s no secret that businesses and other organizations are feeling the impact of dramatically accelerated change and resulting disruptions. Leaders are facing unprecedented challenges in every aspect of the modern enterprise. These challenges have created a need for significantly different leadership approaches. As a result, the 150-year pre-eminence of the modern “Business Administrator” is giving way to a new story featuring a new kind of leader: “The Business Designer.”
In this TIGER Talk, Eric Lloyd, Director of Denison Edge (a multi-faceted new program, recently launched by Denison University), will review the most important sources and causes of this momentous shift in leadership thinking. And he will sketch out several of the novel skillsets and innovative approaches your organization will need to employ to deliver excellent results despite our world’s accelerating pace of disruption!
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Eric Lloyd is the Director of Denison Edge, located in the Columbus Arena District. Denison Edge was created to help students and working professionals build skills and gain experiences to prepare for the workplace of tomorrow. Denison Edge provides a hands-on, high-touch learning environment where industry experts equip liberal arts students and recent graduates with the relevant skills and knowledge for launching, pivoting, or accelerating their preferred career into today’s labor market. Denison Edge course offerings include updated approaches to Marketing, Sales, Logistics, Accounting, Finance, plus many others.
Eric joined Denison Edge in early 2021, moving from Otterbein University where he served as MBA Program Director. Previously, Eric held leadership roles at Bluewolf (an IBM Company), American Municipal Power (a non-profit utility company servicing eight states), and Varo Engineers (a Salas O’Brien company). And before that, Eric served as an internal consultant at Nationwide Insurance and as an electrical engineer in automation and material handling.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Eric
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Expert Office Hours - Friday Apr 1, 2022
2022-04-01 08:30 - 11:30 | OH
Please make your appointments by 7 pm on Thu 03/31/22. We will end registrations then, so our Experts can plan their Friday schedules.
STEPS
1. Review our roster of Experts, below
2. Click on the link below the Expert’s name to schedule an appointment
3. Make individual appointments w/ the experts you need – just ONE – or, up to a maximum of SIX
4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment
5. Fri April 1: at time of each appointment, click on Zoom link to meet w/ your selected Expert
NOTES
1. For most of you, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software
2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org”

Schedule up to six 30-minute meeting(s) below:
Liane Rousseau | Porter Wright
Law – Trademarks & Other Intellectual Property
Liane 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.
Liane 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.
With 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.
Great Topics for Liane:

Trademarks, Copyrights, & Patents
Intellectual Property Rights
Protection of a Business’s Intellectual Property
Advertising Law: Can My Competitors Really Say “That”?

Click here to schedule 30 minutes with Liane.

Ryan Steele | Porter Wright
Startup & Emerging Business Law
At 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.
Ryan 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.
Ryan 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.
Great Questions for Ryan:

Incorporating Your New Business – What forms are possible and the pros/cons of each
Capital Tables – How to structure company ownership to ensure achieving my long term goals?
Business Operating Agreements – What are these and when does my business need one?
Liability – How do I protect myself and my business?
Written Contracts – When and why should my business use them?
Regulation & Red Tape – What docs must I file to comply with laws/rules for my industry?

Click here to schedule 30 minutes with Ryan.

Scott Longnecker | Huntington National Bank
Loans & Banking Services for Startups & Small Businesses
Scott 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.
Great questions for Scott:

What can I do about kinks in the supply chain?
What’s going on with the labor market?
What should I be doing to keep my good people?
How can I find the right clients and suppliers right now?

Click here to schedule 30 minutes with Scott.

Manny Larcher | Stopwatch Creative
Growth Marketing & Branding
Manny 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.

They also incubate SaaS platforms, like Collaborate and Elevate, YourInfoDaily, and FirstCallRecovery to name a few.

Manny was recognized as one of the Top 20 Young Professionals in Columbus by CityPulse in 2020.

Great questions for Manny:

How can I maximize the efforts of my team?
Are my marketing efforts really creating the action I want?
Am I using the best and current tech stack or strategies for growth?

Click here to schedule 30 minutes with Manny.

Jake Epling | Compass Business Group
IT, Network, Telecommunications & Security
Jake 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.
Great questions for Jake:

How do I know my network is set up correctly?
How do I ensure my data is secure?
My Wifi or internet connection is too slow, how can I fix the issue?
What are some security basics I can cover without hiring someone?
What are some common IT security gaps in a growing business?

Click here to schedule 30 minutes with Jake.

Satish Albert | E2 Infosystems
Custom Software & App Development

Satish 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.

Satish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs.

E2 Infosystems has developed software and mobile applications serving:

SaaS startups
Healthcare & Assisted Living businesses
Travel, Manufacturing and Enterprise Legacy Systems

Great questions for Satish:

How do I turn my idea into a software product or application?
What factors influence the price of software or app development?
What are the latest trends or best practices in software/nas/content/live/innovatena development?
How can I make sure my software or app is built to grow as my business grows?
What’s a realistic timeline & what milestones can I expect when developing my products?

Click here to schedule 30 minutes with Satish.
Paul Tela | Buckeye Interactive
Web Strategy & Engineering
Paul Tela is Buckeye Interactive’s VP of Engineering. He’s been with Buckeye Interactive since 2010 when he initially joined as an intern. Paul has been programming and developing web applications since he was 14 years old. Working primarily with smaller companies and startups, Paul enjoys leveraging open source tools to build high quality systems that allow these companies to gain a competitive edge. Paul is a 2015 graduate of The Ohio State University with a degree in Computer Science and Engineering.

Great questions for Paul:

What is the best way to get my website started?
How do I start planning an application for my business?
How can I improve my site for better SEO?
What different ways can I start building my company’s brand?
How can I refresh or redesign my website?

Click here to schedule 30 minutes with Paul.

Susan Fortner | Bowers PR
Public Relations & Marketing
Susan 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.
Fortner 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.
Great questions for Susan:

How can I promote my company on a limited budget?
How do I set Marketing & PR budgets that are sufficient to drive results?
What simple steps can I take to improve my social media visibility rapidly?
Which charities, like-minded businesses, and complementary companies should I partner with?
How do I create and execute events that will differentiate my business in a crowded market?
How can I get my products featured on shopping channels like QVC and HSN?

Click here schedule 30 minutes with Susan.
Ann Martin | Book+Street
Cash Flow Forecasting & Financial Modeling
Ann Martin joined Book+Street in April 2019 and has provided strategic financial services to multiple early stage companies as their contract Chief Financial Officer. Ask her for support in creating financial models, forecasting cash flow, and if stock options are right for you or your employees.
Prior to joining Book+Street, Ann served as Vice President, Operations for Citi Securities Services and Issuer Services Operations where she managed a team of professionals responsible for the division’s annual budget planning, monthly forecasting, headcount planning and tracking, productivity tracking and cost recovery. She provided guidance and recommendations to senior management if productivity and financials went off track. She was also responsible for managing the technology financial plan, partnering with technology and product organizations to develop a strategic prioritization of the annual spend. She also has experience delivering key insights and financial models for strategic M&A transactions.
Ann has more than 25 years of experience in finance, accounting and administration with a strong focus on financial measurement, risk and compliance, and continuous improvement. Her diverse experience includes strategic planning, budgeting and forecasting, management reporting, financial modeling, vendor negotiations, contract administration and leading global, multi-functional project teams. She has an established track record of improving business performance with strategic financial modeling and analysis.
Great questions for Ann:

How do I know if I’ll have enough money to pay my bills/payroll next week/month/quarter/year?
How do I develop a revenue forecast?
What type of financial information do potential investors expect when considering an investment?
Do I need to give my employees equity?

Click here schedule 30 minutes with Ann.
Kevin Hammond | Ohio SBDC
Business Management Advice
Kevin 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.
The 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.
Great questions for Kevin:

I have a business idea. What is my next step?
How do I market my services and products?
How can I take my business to the next level?
How and where can I get money for my business?
How do I keep track of my financial records and assure I’m tax compliant?

Click here to schedule 30 minutes with Kevin.
Riley Shelton | Rev1 Ventures
Entrepreneurship, Rev1 Programming
As 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.
Riley 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.
Before 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.
Great questions for Riley:

Why would I want to work with Rev1?
What does Rev1 do?
How does an entrepreneur get started with Rev1?

Click here to schedule 30 minutes with Riley.

Michael Butler | Footprint Capital
Business Exit Advice & Planning
Michael 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.
Michael 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).
Great questions for Michael:

How should I be preparing to sell my business?
What are the possible exit options for my business?
What is the value of having an advisor help me sell my company?
What are the steps of a sale process and how long does it take?

Click here to schedule 30 minutes with Michael.

Ed Porter | Blue Chip CRO
Sales, Marketing, and Customer Success
Ed 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.
Ed 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.
Great questions for Ed:

What does a Chief Revenue Officer do?
What’s the best technology to use to help accelerate sales?
What does social selling mean?
I have a sales problem, what can I do?
What is customer success? Isn’t it just customer service?

Click here to schedule 30 minutes with Ed.

*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

Becoming Customer-Centric, for Davids and Goliaths (LIVESTREAM)
2022-04-08 12:00 - 13:00 | OH
This event has a NEW DATE:
Friday April 8.
Please register by 10 pm on Thu Apr 7.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
While established companies aspire to be customer-obsessed at scale, start-ups are exploiting opportunities to deliver experiences, like Dollar Shave Club or PillPack, and creating billions in new value. Why were those success stories from start-ups and not from the established companies? And how can you spot and solve those opportunities, even in categories that look well-tilled?
Whether you’re a Goliath looking for “Goliath’s Revenge” or a David planning to disrupt a category, this TIGER Talk by strategist and innovation leader Gretchen Goffe will give you an actionable framework to use in your business at a personal and enterprise level. Gretchen will introduce the “4 Keys to Customer-Centricity” – how to embody empathy and deliver empathy at scale – to solve ‘little’ friction points and develop new ‘Big I’ revenue opportunities – with plenty of real-world examples.
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Gretchen Goffe is CEO and Founder of the DTLiveLAB. which enables design thinkers to build their customer-centric skills through live practice. As DTLiveLab’s leader, Gretchen engages with executives and change agents to assist their organizations’ transformation to customer-centricity at scale. Through a combination of innovation and/or customer experience roadmaps and training plans, change happens in weeks, not months or years.
Gretchen draws from 15 years’ experience in hundreds of design thinking sprints and teaching in a top B-school to create live learning experiences for the next generation. As the Executive Director of Innovation at The Ohio State University, she developed best practices in innovation and brought thought leadership to OSU’s corporate member base. Gretchen earned her Degree in Applied Economics and Business Management from the Cornell University Dyson School of Business. And in 2020, she completed the Stanford GSB flagship LEAD program in Corporate Innovation.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Gretchen
1:00 pm – Wrap
Oops! We could not locate your form.

Where's the Money? Sources of Financing for Startups (LIVESTREAM)
2022-04-22 12:00 - 13:00 | OH
Please register by 10 pm on Thu Apr 21.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
Learn the basics of startup financing and gain some pitching tips from Melinda Gloriosa of Rev1 Ventures. In this interactive virtual TIGER Talk, Melinda will share the many types of startup funding, key insights on projections and budgets, and some quick tips to help with your next pitch!
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As Director, Investment Funds for Rev1 Ventures, Melinda Gloriosa is a dynamic member of the team that analyzes, executes, and manages investments in concept, seed, and early stage companies. Her responsibilities include conducting investment analysis, leading the execution of investment transactions including due diligence, cap table modeling, and more. In her work, she builds relationships with startups, venture funds and strategic investors, and other key stakeholders.
In addition to her experience in investment management, Melinda has significant experience in project and program management. Before Rev1 Ventures, she advised and consulted for several startups and worked as a managing director in a regional investment firm. Her career includes project manager roles in healthcare and engineering. She also held multiple roles in manufacturing and R&D with American Honda Motor Company.
Melinda earned a BSME in Mechanical Engineering from The University of Toledo, Toledo, OH, and an MBA from Keller Graduate School of Management of DeVry University. She earned Project Management Professional Certification from the Project Management Institute (PMI).
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Melinda
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Stock Options for Startups (LIVESTREAM)
2022-04-29 12:00 - 13:00 | OH
Please register by 10 pm on Thu Apr 28.
At 11 pm, we’ll email you a Zoom link to access the LIVESTREAM the next day.
Thinking about offering equity in your startup to founders, consultants or employees? In this TIGER Talk, Michelle Murcia will walk you through how to do it right, right from the start. From founders stock to restricted stock to stock options, Equity-Based Compensation can be a mystery. We’ll cover the differences and help you navigate the rules to help you with strategies that work great for startups!
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Michelle Murcia is the Founder+CEO of Book+Street, a scrappy startup that works with startups to help them navigate the numbers. Michelle has served as a C-level consultant to early-stage start-up companies since 2013 providing strategic financial services as their contract Chief Financial Officer.
Throughout her career, Michelle has designed, implemented and administered multiple equity-based compensation programs, including ISO qualified and non-qualified stock option programs, stock appreciation rights, restricted stock, and phantom stock plans. In 2003, she received the designation Certified Equity Professional (CEP), a recognized certification in the subject of equity-based compensation, from Santa Clara University. Michelle is a Certified Public Accountant (Ohio), earned a BS in Business Administration with an emphasis in Service Sector Management from California State University, San Marcos, and an MBA from The Ohio State University.
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Like all TIGER Events, this one is FREE.
Event Timeline:
11:45 am – Join via Zoom, introduce yourself & socialize
12:00 pm – Hand-off to Michelle
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Beyond SBIR/STTR - Building Deep Partnerships with Universities and Government (Hybrid Format: In-Person/Virtual)
2022-05-20 11:30 - 13:00 | OH
Register by 10:00 pm, Thu May 19.
Select “In-Person” or “Virtually via Zoom.” (If you choose Zoom, we’ll email you a link on May 19 before 12 midnight . Then, please join at 11:50 am, Fri May 20.)
In this TIGER Talk, you’ll learn to create and grow strategic partnerships between your business and universities or government agencies — to amplify your success at delivering on your company’s mission and and achieving your vision.
Universities and government agencies can fill gaps in your strategic plan by providing research and development, technology transfer and licensing, and resources to fill other commercialization needs. Learn how to move beyond the US Government’s SBIR/STTR awards programs and identify many other fruitful collaborations with academic and government partners.
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Starting her career at Air Force Research Laboratory (AFRL), Emily Fehrman Cory was the chief technology advisor for the America Makes Institute and a program manager in tech transfer and commercialization. She went on to create the AFRL Maker Hub as the first public-private makerspace for collaborative prototyping for the Air Force, to give small businesses a physical space to co-create with AF researchers.
Emily was the Faculty of Practice for Innovation and Entrepreneurship at the University of Dayton School of Engineering, where she created a business incubation program that aided 11 student and faculty led startups.
After working in a tech startup, Emily decided to follow her passion for supporting and growing small business by launching Airship Consulting LLC. She is also currently an Executive in Residence for the Entrepreneurs’ Center, where she mentors SBIR companies through commercializing their technologies.
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Like all TIGER Events, this one is FREE.
New Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introductions (In-Person & Virtual Participants)
12:10 pm – Hand-off to Emily
1:00 pm – Wrap
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Oops! We could not locate your form.

7 Tsunamis: Exciting Economic Opportunities for Ohio
2022-05-27 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Register by 10:00 pm, Thu May 26.
Select “In-Person” or “Virtually via Zoom.” (If you choose Zoom, we’ll email you a link on May 26 before 12 midnight . Then, please join at 11:50 am, Fri May 27.)

Business operating costs are up. Interest rates are up. Fuel prices are up. Inflation is up! And, every leader is well aware of these facts. Wouldn’t it be great to hear some positive economic news?

In this TIGER Talk, John D. Hanson has plenty of good news to share! Not only are there trends in the market right now that business owners, entrepreneurs and professionals can leverage for success, but significant, sustainable economic growth is coming in the very near future. The US, Ohio, and especially Central Ohio are on the verge of another chapter of strong economic growth!

Please join us as John shares 7 major economic trends creating opportunities for those ready to seize them. It’s time to prepare for the growth that’s coming and take full advantage of it.

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John D. Hanson has established himself as an engaged, empathetic leader across many fields. He has earned management opportunities and promotions in the Military, Healthcare, Retail, Finance, Industrial Automation, Manufacturing and Non-Profits.

John has interviewed leaders on every continent and addressed global summits, live
conferences and virtual events as a keynote speaker. He has a weekly radio show, The Heroic
Experience, which launched in September of 2021.

John is honored to have served as a senior leader for the Ohio Army National Guard. His 8-
year tour included a deployment to Iraq in 2010, his commitment complete in 2016.

As President of Accelerated Revenue, Inc., John helps businesses grow through consulting, public speaking, workshops, and business coaching.

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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All
12:10 pm – Hand-off to John
1:00 pm – Wrap

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Oops! We could not locate your form.

The Evolving Workplace and The Human Experience
2022-06-01 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm on Tue May 31.
Select “In-Person” or “Virtually via Zoom.” (If you choose Zoom, we’ll email you a link on May 31 after 11:00 pm. Then, please join via Zoom at 11:50 am on June 1.
Please join Robert White, Jr. of The Daimler Group and Brandon Dupler of Dupler Office for this TIGER Talk on the future of the professional workplace.
Over the last two years, organizations have stopped and started and stopped again, declaring and then postponing their plans for bringing staff back to the office. It’s not surprising that there is still so much uncertainty and organizations are looking for “no regret” decisions, so they can act while still hedging their bets.
We also know it’s magical thinking to hope for one optimal answer that will work for every organization. So even though all bets are off, we still believe there are fundamental concepts we can commit to – concepts that help us “get right” the human experience – helping us to strengthen performance, engagement, motivation, and factors that contribute to wellness; encouraging autonomy and choice; and designing in adaptability so things can continue to evolve way more easily from now on.
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Brandon Dupler founded Dupler Office with his identical twin brother, Randy, in 2006. He lives his passion everyday helping clients create great places to work, heal, learn, and live. Brandon is always pushing the envelope with his ‘next big idea’ when it comes to overall direction of the company.
When Brandon is not busy making an impact in the commercial interiors world, he loves traveling and exploring the world. Brandon also gives his time to community organizations. He is currently on the Board of Columbus Chamber of Commerce and serves as an Elder for his church.
As CEO of Daimler, Robert White, Jr. oversees all new business development and marketing efforts, working closely with a team of experts who are widely known throughout the industry for their solutions-based approach to each project, large or small.
Born and raised in Columbus, Bob Jr. graduated from Ohio University, where he was a pitcher for the baseball team. Besides serving on the James Foundation Board, he serves on the 5/3 Central Ohio Advisory Board, the Scioto Country Club Board of Trustees and the Upper Arlington Community Foundation Board. He served on the Nationwide Children’s Hospital Development Board (for which he served as president in 2011), the First Merit Bank Advisory Board and the Central Ohio NAIOP Chapter (for which he served as president in 2009).
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Brandon & Bob
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Selling Your Company: What You Need to Know
2022-06-08 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Register by 10:00 pm, Tue June 7.
Select “In-Person” or “Virtually via Zoom.” (If you choose Zoom, we’ll email you a link on June 7 after 11:00 pm. Then, please join via Zoom at 11:50 am on June 8.
Business owners! Whether you are considering an exit now or not, in this TIGER Talk, join us to learn from experienced financial leader Michael Butler. He will educate us all about:
1) The different types of exits and the pros/cons of each
2) The role that various advisors play in the process
3) The detailed steps involved in the exit process and the terms commonly used
The key to success is preparation. This session is the first step!
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Our speaker, Michael Butler, has a uniquely suited background to advise business owners on their business exit strategies, leveraging his diverse experience as:

Auditor and Consultant with a Big Four public accounting firm,
CFO of a manufacturing and distribution company,
Senior Vice President of a financial service company,
President of a broker/dealer,
Partner in a venture capital firm.

Whether you’re interested in exiting your business or growing your business via a smart, timely acquisition, Michael and the team at Footprint Capital seek to provide clients with multiple options incorporating the best price, terms and chemistry available.
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Michael
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Expert Office Hours - Friday Jun 10, 2022
2022-06-10 08:30 - 11:30 | OH
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.
STEPS
1. Review our roster of Experts, below
2. Click on the link below the Expert’s name to schedule an appointment
3. Make individual appointments w/ the experts you need – just ONE – or, up to a maximum of SIX
4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment
5. Fri June 10: at time of each appointment, click on Zoom link to meet w/ your selected Expert
NOTES
1. For most of you, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software
2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org”

Schedule up to six 30-minute meeting(s) below:

Ryan Steele | Porter Wright
Startup & Emerging Business Law
At 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.
Ryan 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.
Ryan 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.
Great Questions for Ryan:

Incorporating Your New Business – What forms are possible and the pros/cons of each
Capital Tables – How to structure company ownership to ensure achieving my long term goals?
Business Operating Agreements – What are these and when does my business need one?
Liability – How do I protect myself and my business?
Written Contracts – When and why should my business use them?
Regulation & Red Tape – What docs must I file to comply with laws/rules for my industry?

Click here to schedule 30 minutes with Ryan.

Liane Rousseau | Porter Wright
Law – Trademarks & Other Intellectual Property
Liane 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.
Liane 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.
With 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.
Great Topics for Liane:

Trademarks, Copyrights, & Patents
Intellectual Property Rights
Protection of a Business’s Intellectual Property
Advertising Law: Can My Competitors Really Say “That”?

Click here to schedule 30 minutes with Liane.

Scott Longnecker | Huntington National Bank
Loans & Banking Services for Startups & Small Businesses
Scott 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.
Great questions for Scott:

What can I do about kinks in the supply chain?
What’s going on with the labor market?
What should I be doing to keep my good people?
How can I find the right clients and suppliers right now?

Click here to schedule 30 minutes with Scott.

Michael Butler | Footprint Capital
Business Exit Advice & Planning
Michael 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.
Michael 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).
Great questions for Michael:

How should I be preparing to sell my business?
What are the possible exit options for my business?
What is the value of having an advisor help me sell my company?
What are the steps of a sale process and how long does it take?

Click here to schedule 30 minutes with Michael.

Dan Rowell | Book + Street
GAAP Accounting, Cash Flow Forecasting & Financial Modeling
Dan Rowell originally joined Book+Street in January 2021.
Prior 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.
Dan 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.
Great questions for Dan:

What is the most important task to do before the “business” starts?
Why can’t I just use by bank statement as my financial reports?
How do I borrow money from a bank?
How long will my current cash balance last?

Click here to schedule 30 minutes with Dan.

Carolyn Kilbride | Book + Street
Startup HR + Talent
Carolyn 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.
She 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.
In 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.
Great questions for Carolyn:

Developing a compelling company culture for your employees
Benefit 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?
How to hire the right people for your startup.
What is the difference between a Contractor (1099) and Employee?
What should I pay employees? What is current market bearing for Compensation? Cash vs. Incentive vs. Equity?
Developing HR Documentation and Policy guidelines – When is the right time?
What is happening in the current Talent Market?

Click here to schedule 30 minutes with Carolyn.

Brad Griffith | Buckeye Interactive
Web Strategy & Engineering

Brad 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.
He 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.

Great questions for Brad:

What is the best way to get my website started?
How do I start planning an application for my business?
How can I improve my site for better SEO?
What different ways can I start building my company’s brand?
How can I refresh or redesign my website?

Click here to schedule 30 minutes with Brad.

Satish Albert | E2 Infosystems
Custom Software & App Development

Satish 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.

Satish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs.

E2 Infosystems has developed software and mobile applications serving:

SaaS startups
Healthcare & Assisted Living businesses
Travel, Manufacturing and Enterprise Legacy Systems

Great questions for Satish:

How do I turn my idea into a software product or application?
What factors influence the price of software or app development?
What are the latest trends or best practices in software/nas/content/live/innovatena development?
How can I make sure my software or app is built to grow as my business grows?
What’s a realistic timeline & what milestones can I expect when developing my products?

Click here to schedule 30 minutes with Satish.

Jake Epling | Compass Business Group
IT, Network, Telecommunications & Security
Jake 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.
Great questions for Jake:

How do I know my network is set up correctly?
How do I ensure my data is secure?
My Wifi or internet connection is too slow, how can I fix the issue?
What are some security basics I can cover without hiring someone?
What are some common IT security gaps in a growing business?

Click here to schedule 30 minutes with Jake.

Susan Fortner | Bowers PR
Public Relations & Marketing
Susan 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.
Fortner 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.
Great questions for Susan:

How can I promote my company on a limited budget?
How do I set Marketing & PR budgets that are sufficient to drive results?
What simple steps can I take to improve my social media visibility rapidly?
Which charities, like-minded businesses, and complementary companies should I partner with?
How do I create and execute events that will differentiate my business in a crowded market?
How can I get my products featured on shopping channels like QVC and HSN?

Click here schedule 30 minutes with Susan.

Manny Larcher | Stopwatch Creative
Growth Marketing & Branding
Manny 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.

They also incubate SaaS platforms, like Collaborate and Elevate, YourInfoDaily, and FirstCallRecovery to name a few.

Manny was recognized as one of the Top 20 Young Professionals in Columbus by CityPulse in 2020.

Great questions for Manny:

How can I maximize the efforts of my team?
Are my marketing efforts really creating the action I want?
Am I using the best and current tech stack or strategies for growth?

Click here to schedule 30 minutes with Manny.

Ed Porter | Blue Chip CRO
Sales, Marketing, and Customer Success
Ed 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.
Ed 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.
Great questions for Ed:

What does a Chief Revenue Officer do?
What’s the best technology to use to help accelerate sales?
What does social selling mean?
I have a sales problem, what can I do?
What is customer success? Isn’t it just customer service?

Click here to schedule 30 minutes with Ed.

Riley Shelton | Rev1 Ventures
Entrepreneurship, Rev1 Programming
As 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.
Riley 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.
Before 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.
Great questions for Riley:

Why would I want to work with Rev1?
What does Rev1 do?
How does an entrepreneur get started with Rev1?

Click here to schedule 30 minutes with Riley.

Kevin Hammond | Ohio SBDC
Business Management Advice
Kevin 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.
The 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.
Great questions for Kevin:

I have a business idea. What is my next step?
How do I market my services and products?
How can I take my business to the next level?
How and where can I get money for my business?
How do I keep track of my financial records and assure I’m tax compliant?

Click here to schedule 30 minutes with Kevin.
Tristan Ruml | Tortuga
B2B Business Development
Tristan has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries.
He coaches sales teams, develops plays, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners.
Tristan 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.
Great questions for Tristan:

What should I change about my assumptions in my outreach message?
What should I try to crack the code on this vertical/niche/industry?
This part of my process appears to be broken, what should I re-evaluate?

Click here to schedule 30 minutes with Tristan.
*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

Get Out of The Weeds! 5 Areas to Focus On to Grow a Lush, Vibrant Business
2022-06-17 11:30 - 13:00 | OH
Register by 10:00 pm, Thu June 16.
Select “In-Person” or “Virtually via Zoom.” (If you choose Zoom, we’ll email you a link on June 16 after 11:00 pm. Then, please join via Zoom at 11:50 am on Fri June 17.
It’s easy to get caught up in details and forget to invest our time, energy, and best thinking into answering the big picture questions that determine whether our businesses will succeed or fail.
Wouldn’t it be great if entrepreneurs had a framework to ensure they don’t lose sight of what’s important?
In this TIGER Talk, entrepreneur Seth Cramer will provide this type of guidance, using principles from the course he teaches to Entrepreneurship students at Ohio State’s Fisher College of Business. Seth will provide tools to help you focus on what matters most.
Specific questions Seth will cover:

What pain is our business trying to relieve?
How many people (B2C) or organizations (B2B) are experiencing this pain?
How will we reach these people/organizations?
What strategies will enable us to retain the customers we’ve earned?
Are our internal processes and costs optimized to give us a competitive edge or, at least, stand out from the pack?

Seth is an entrepreneur who has both launched a start-up and turned around a failing company. He understands that the relentless day-to-day demands of operating a business can distract us, causing us to lose focus on the really important questions. This talk will help you avoid that fate!
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Seth Cramer teaches the final course in Entrepreneurship at The Ohio State University, helping undergraduate seniors turn their business ideas into investor-worthy pitches.
Seth’s passion for entrepreneurship started 20+ years ago, while earning his MBA at Ohio State. After helping one of his classmates with his business-plan-writing service, Seth ended up co-founding Armada Group, Inc., a law enforcement technology company. Upon exiting that firm, the Columbus based venture capital firm NCT Ventures asked Seth to assess Phoenix Bat Company, a Plain City, Ohio-based wood baseball bat company. Seth turned around this company’s fortunes while becoming a co-owner of the business.
Besides his teaching, Seth currently works as a freelance consultant, including availability to serve as “fractional chief operating officer” for an early stage firm that would benefit from his experience and talents. He currently provides consulting support for two start-up efforts (an OSU cochlear implant-related technology and an innovative wine packaging idea).
A native of Connecticut, Seth loves advising students and businesses with honest, “east coast style” direct feedback. He finds it rewarding to be able to offer a critical view, from a wide lens of comprehension and see it make a difference. Seth’s business career is grounded in 8+ years working in different roles across a number of functional areas within Fortune 500 companies.
Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Seth
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Use LinkedIn to Win New Clients (without being spammy)
2022-06-24 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Register by 10:00 pm, Thu June 23.
Select “In-Person” or “Virtually via Zoom.” (If you choose Zoom, we’ll email you a link on June 23 after 11:00 pm. Then, please join via Zoom at 11:50 am on Fri June 24.
For B2B companies in almost any market segment, the process of locating great sales prospects and then turning them into customers is often long, painful, and frustrating. Yet, achieving long-term, sustainable success is impossible without developing a reliable method to acquire new customers at a cost that’s far less than their lifetime value to your company.
LinkedIn, available at our fingertips, seems like a logical tool for this purpose. But, harnessing LinkedIn’s potential to win the client-acquisition game can be difficult. That’s because the barriers to using LinkedIn are very low. As a result, the people we want to reach are sick and tired of being “spammed”! They go to great lengths to prevent, avoid, or ignore LinkedIn communications from anyone who’s not already one of their close, trusted contacts.
But, it doesn’t have to be this hard. If you know what you’re doing, you can successfully use LinkedIn win new clients!
Please join our speaker, Tristan Ruml for this TIGER Talk . Tristan will explain how:

the LinkedIn platform works “under the hood”
to leverage our impoved understanding of the platform to land opportunities
to “reverse-engineer” sales opportunities via LinkedIn
to create our own unique LinkedIn eco-systems that align with our individual personalities and help us generate opportunities organically

***************
Tristan Ruml is ideally suited to advise business owners on strategies and programs for effective marketing, customer acquisition, and upselling. He has 10+ years of experience in both B2B and B2C marketing and business development roles. He’s worked in both the US and Europe across several dozen industries.
As one particular area of focus, Tristan has helped many business owners build valuable networks of strategic partners, leading to dependable and growing revenue pipelines! Tristan has enabled his clients to book meetings with top executive leaders in major companies like JP Morgan Chase, Marriott, and Walgreens. Tristan’s B2B clients operate in widely varied industries including Security, Healthcare, Chemicals, Big Data, and many more. The principles he employs can help any B2B company.
***************
Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Tristan
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Stop leaving money on the table. Start using a CRM. NOW!
2022-07-15 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm, Thu July 14.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
Late in the evening on July 14, we’ll send a reminder email (including the Zoom link) to all who’ve registered.
Please join productivity expert Brittany Dixon for this valuable TIGER Workshop event.
You will learn:

Why a CRM (Customer Relationship Management) tool is so important (even if you are a solopreneuer!)
How to implement a simple all-in-one system to organize your leads, networking relationships, clients, scheduling, contracts & payments. (Stop using 5 different tools!)
How to set aside time to follow up with leads consistently
How to use templates and workflows to SAVE time and INCREASE revenue.

Brittany will be focusing on 17Hats CRM software, but the information and systems she will cover work just as well using many alternative CRM solutions.
***************
Brittany Dixon is the Founder and CEO of Brittany & Co. She is a Business Strategist & Productivity Coach and she help small business owners implement Digital Organization, Time Management, and Accountability for growth. Brittany offers Group Coaching and 1:1 Consulting for Online Service Providers. She is also the Host of The Productivity Pod(cast) & The Productivity Pod Community to support entrepreneurs in increasing productivity & profit. Brittany started her accidental entrepreneurial journey when she was fired from her corporate event planning job (because she didn’t fit in the corporate box). She has never looked back!
Brittany is a twin mom to Kenna & Layla, a dog mom to two mini golden doodles, and lover of charcuterie boards, wine, board games (she has over 85!), candy, and basically all sweets. She loves baking, reading, and traveling EVERYWHERE!
***************
Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Brittany
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Use LinkedIn to Win New Clients - Part 2 (Q&A Format)
2022-07-27 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm, Tue July 26.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
The night before this event, we’ll send a reminder email (including Zoom link) to all who’ve registered.
Our TIGER Talk presenter, Tristan Ruml, is a leader in marketing and business development with deep expertise in helping businesses find leads, engage with prospects, close deals, and grow revenues!
Tristan joined Innovate New Albany in June 2022 for a talk entitled “Use LinkedIn to win Clients – Without Being Spammy.” (As background, see below for the complete description of Tristan’s previous talk.)
Responding to popular demand, we have invited Tristan back to provide more education on how to use LinkedIn effectively. This time, we’ll employ a Q&A format, so please submit questions for him with your registration (or email to neil@InnovateNewAlbany.org). For the latter part of this event, we’ll also be putting Tristan on “the hot seat,” asking him to respond to questions from our guests, on the fly.
***************
Description of Tristan’s “Use LinkedIn to win Clients – Without Being Spammy” (presented on Friday 6/4/22)
For B2B companies in almost any market segment, the process of locating great sales prospects and then turning them into customers is often long, painful, and frustrating. Yet, achieving long-term, sustainable success is impossible without developing a reliable method to acquire new customers at a cost less than their lifetime value to your company.
LinkedIn, available at our fingertips, seems like a logical tool for this purpose. But, harnessing LinkedIn’s potential to win the client-acquisition game can be difficult. That’s because the barriers to using LinkedIn are very low. As a result, the people we want to reach are sick and tired of being “spammed”! They go to great lengths to prevent, avoid, or ignore LinkedIn communications from anyone who’s not already one of their close, trusted contacts.
But, it doesn’t have to be this hard. If you know what you’re doing, you can successfully use LinkedIn win new clients!
Tristan will explain how:

the LinkedIn platform works “under the hood”
to leverage our improved understanding of the platform to land opportunities
to “reverse-engineer” sales opportunities via LinkedIn
to create our own unique LinkedIn eco-systems that align with our individual personalities and help us generate opportunities organically

***************
Tristan Ruml is ideally suited to advise business owners on strategies and programs for effective marketing, customer acquisition, and upselling. He has 10+ years of experience in both B2B and B2C marketing and business development roles. He’s worked in both the US and Europe across several dozen industries.
As one particular area of focus, Tristan has helped business owners build valuable networks of strategic partners, leading to dependable and growing revenue pipelines! Tristan has enabled his clients to book meetings with top executive leaders in major companies like JP Morgan Chase, Marriott, and Walgreens. Tristan’s B2B clients operate in widely varied industries including Security, Healthcare, Chemicals, Big Data, and many more. The principles he employs can help any B2B company.
***************
Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:05 pm – Hand-off to Tristan
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Please submit your LinkedIn question(s) for Tristan in the box below :Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

SAFE Notes + Cap Tables
2022-07-29 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm, Thu July 28.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
On the evening of July 28, we’ll send a reminder email (including Zoom link) to all who’ve registered.
Entrepreneurs and startup leaders!
Ready to seek capital to finance your company’s growth? Thinking SAFEs might be for you? Don’t miss this TIGER Talk led by Michelle Murcia, Founder + CEO of Book+Street. Michelle will demystify the SAFE Note for startup founders. She will cover the basics, the differences between SAFEs and convertible notes, get into the calculations, and show you how SAFE Notes impact your cap table and your financial statements.
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Michelle Murcia is the Founder+CEO of Book+Street, a scrappy startup that works with startups to help them navigate the numbers. Michelle has served as a C-level consultant to early-stage start-up companies since 2013 providing strategic financial services as their contract Chief Financial Officer.
Throughout her career, Michelle has designed, implemented and administered multiple equity-based compensation programs, including ISO qualified and non-qualified stock option programs, stock appreciation rights, restricted stock, and phantom stock plans. In 2003, she received the designation Certified Equity Professional (CEP), a recognized certification in the subject of equity-based compensation, from Santa Clara University. Michelle is a Certified Public Accountant (Ohio), earned a BS in Business Administration with an emphasis in Service Sector Management from California State University, San Marcos, and an MBA from The Ohio State University.
***************
Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Michelle
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

When We Come Together, You CAN’T STOP COLUMBUS
2022-08-03 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm, Tue August 2.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
On the evening of August 1, we’ll send a reminder email (including Zoom link) to all who’ve registered.
Can’t Stop Columbus (CSC) is a community-wide movement, founded in 2020 as an immediate response to some of the big challenges posed by the COVID-19 pandemic. CSC was created to address many of our community’s biggest challenges. Activating our city’s talents and passions, the CSC team is putting bold ideas into action to deliver real solutions that unite our community.
This team of leaders envisions a city that not only survives challenges but emerges stronger and more resilient.
Stronger because the solutions delivered by CSC have made a difference in our community, in the lives of those most impacted.
More resilient because CSC has created a model for a more targeted and efficient approach to delivering solutions to our community’s most urgent needs by tapping into our city’s deep pool of talented, highly-skilled and community-minded professionals.
Please join us for this TIGER Tale to learn :

The History of Can’t Stop Columbus
Insights Into Our Methods (Including Human-Centered Design Thinking and Impact Measurement)
Project & Partner Success Stories
Upcoming Engagements & Opportunities to Get Involved

***************
Presenters:
Rachyl Kershaw is one of the organizers for Can’t Stop Columbus. In addition, Rachyl volunteers for several local non-profits, sits on the board of Community Shares of Mid-Ohio, serves as Coordinator for the Columbus Chapter of Conscious Capitalism, and is Founder of Greater Columbus Consulting through which she can apply her passion for helping small local organizations succeed. Rachyl is a lifelong Buckeye, with a degree from The Ohio State University, and over 20 years of professional experience in central Ohio. Rachyl enjoys leveraging her career experience in operations, data collection, analysis, and communication to help organizations become more sustainable and impactful. Rachyl loves travel, photography, and reading. She also enjoys viewing and creating all kinds of art in her free time!
Brad Griffith is also one of the organizers of Can’t Stop Columbus. Brad is also Founder and President of Buckeye Innovation, the web strategy and engineering team 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 and QUALCOMM. He earned his MBA after completing his undergrad degree in Electrical and Computer Engineering with honors, both at The Ohio State University.
Brad has more than 25 years of web development experience and has worked coast to coast with small and large companies, educational institutions, non-profit organizations, and government agencies to build innovative web solutions. Brad lives in New Albany with his wife and two daughters.
***************
Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Rachyl & Brad
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Expert Office Hours - Friday Aug 05, 2022
2022-08-05 08:30 - 11:30 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
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.
STEPS
1. Review our roster of Experts, below
2. Click on the link below the Expert’s name to schedule an appointment
3. Make individual appointments w/ the experts you need – just ONE – or, up to a maximum of SIX
4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment
5. Fri August 05: at time of each appointment, click on Zoom link to meet w/ your selected Expert
NOTES
1. For most of you, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software
2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org”

Schedule up to six 30-minute meeting(s) below:
Liane Rousseau | Porter Wright
Law – Trademarks & Other Intellectual Property
Liane 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.
Liane 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.
With 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.
Great Topics for Liane:

Trademarks, Copyrights, & Patents
Intellectual Property Rights
Protection of a Business’s Intellectual Property
Advertising Law: Can My Competitors Really Say “That”?

Click here to schedule 30 minutes with Liane.

Ryan Steele | Porter Wright
Startup & Emerging Business Law
At 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.
Ryan 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.
Ryan 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.
Great Questions for Ryan:

Incorporating Your New Business – What forms are possible and the pros/cons of each
Capital Tables – How to structure company ownership to ensure achieving my long term goals?
Business Operating Agreements – What are these and when does my business need one?
Liability – How do I protect myself and my business?
Written Contracts – When and why should my business use them?
Regulation & Red Tape – What docs must I file to comply with laws/rules for my industry?

Click here to schedule 30 minutes with Ryan.

Scott Longnecker | Huntington National Bank
Loans & Banking Services for Startups & Small Businesses
Scott 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.
Great questions for Scott:

What can I do about kinks in the supply chain?
What’s going on with the labor market?
What should I be doing to keep my good people?
How can I find the right clients and suppliers right now?

Click here to schedule 30 minutes with Scott.

Michael Butler | Footprint Capital
Business Exit Advice & Planning
Michael 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.
Michael 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).
Great questions for Michael:

How should I be preparing to sell my business?
What are the possible exit options for my business?
What is the value of having an advisor help me sell my company?
What are the steps of a sale process and how long does it take?

Click here to schedule 30 minutes with Michael.

Arthi Rathi | Book + Street
Financial Modeling, Cash Flow, Pricing Model, & Equity Compensation
Arthi 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.
Arthi 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.
Great questions for Arthi:

What is my Burn rate and how long will my cash last and what do I need to raise?
How do I develop a revenue forecast? How do I determine ARR. What are the key financial metrics to analyze my business
What type of financial information do potential investors expect when considering an investment?
Do I need to give my employees equity? How do I set up my cap table and model scenarios for equity considerations?
Economics to consider for pricing my service / product

Click here to schedule 30 minutes with Arthi.

Carolyn Kilbride | Book + Street
Startup HR + Talent
Carolyn 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.
She 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.
In 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.
Great questions for Carolyn:

Developing a compelling company culture for your employees
Benefit 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?
How to hire the right people for your startup.
What is the difference between a Contractor (1099) and Employee?
What should I pay employees? What is current market bearing for Compensation? Cash vs. Incentive vs. Equity?
Developing HR Documentation and Policy guidelines – When is the right time?
What is happening in the current Talent Market?

Click here to schedule 30 minutes with Carolyn.

Brad Griffith | Buckeye Innovation
Web Strategy & Engineering

Brad 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.
He 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.

Great questions for Brad:

What is the best way to get my website started?
How do I start planning an application for my business?
How can I improve my site for better SEO?
What different ways can I start building my company’s brand?
How can I refresh or redesign my website?

Click here to schedule 30 minutes with Brad.

Satish Albert | E2 Infosystems
Custom Software & App Development

Satish 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.

Satish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs.

E2 Infosystems has developed software and mobile applications serving:

SaaS startups
Healthcare & Assisted Living businesses
Travel, Manufacturing and Enterprise Legacy Systems

Great questions for Satish:

How do I turn my idea into a software product or application?
What factors influence the price of software or app development?
What are the latest trends or best practices in software/nas/content/live/innovatena development?
How can I make sure my software or app is built to grow as my business grows?
What’s a realistic timeline & what milestones can I expect when developing my products?

Click here to schedule 30 minutes with Satish.

Jake Epling | Compass Business Group
IT, Network, Telecommunications & Security
Jake 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.
Great questions for Jake:

How do I know my network is set up correctly?
How do I ensure my data is secure?
My Wifi or internet connection is too slow, how can I fix the issue?
What are some security basics I can cover without hiring someone?
What are some common IT security gaps in a growing business?

Click here to schedule 30 minutes with Jake.

Susan Fortner | BPR International
Public Relations & Marketing
Susan 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.
Fortner 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.
Great questions for Susan:

How can I promote my company on a limited budget?
How do I set Marketing & PR budgets that are sufficient to drive results?
What simple steps can I take to improve my social media visibility rapidly?
Which charities, like-minded businesses, and complementary companies should I partner with?
How do I create and execute events that will differentiate my business in a crowded market?
How can I get my products featured on shopping channels like QVC and HSN?

Click here schedule 30 minutes with Susan.

Manny Larcher | Stopwatch Creative
Growth Marketing & Branding

Manny 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.

A 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.

Great questions for Manny:

How can I maximize the efforts of my team?
Are my marketing efforts really creating the action I want?
Am I using the best and current tech stack or strategies for growth?

Click here to schedule 30 minutes with Manny.

Ed Porter | Blue Chip CRO
Sales, Marketing, and Customer Success
Ed 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.
Ed 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.
Great questions for Ed:

What does a Chief Revenue Officer do?
What’s the best technology to use to help accelerate sales?
What does social selling mean?
I have a sales problem, what can I do?
What is customer success? Isn’t it just customer service?

Click here to schedule 30 minutes with Ed.

Riley Shelton | Rev1 Ventures
Entrepreneurship, Rev1 Programming
As 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.
Riley 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.
Before 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.
Great questions for Riley:

Why would I want to work with Rev1?
What does Rev1 do?
How does an entrepreneur get started with Rev1?

Click here to schedule 30 minutes with Riley.

Kevin Hammond | Ohio SBDC
Business Management Advice
Kevin 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.
The 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.
Great questions for Kevin:

I have a business idea. What is my next step?
How do I market my services and products?
How can I take my business to the next level?
How and where can I get money for my business?
How do I keep track of my financial records and assure I’m tax compliant?

Click here to schedule 30 minutes with Kevin.
Tristan Ruml | Tortuga
B2B Business Development
Tristan has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries.
He coaches sales teams, develops plays, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners.
Tristan 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.
Great questions for Tristan:

What should I change about my assumptions in my outreach message?
What should I try to crack the code on this vertical/niche/industry?
This part of my process appears to be broken, what should I re-evaluate?

Click here to schedule 30 minutes with Tristan.
*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

Dynasty Hacks for Business Owners
2022-08-10 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm, Tue August 9.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
On the evening of August 9, we’ll send a reminder email (including Zoom link) to all who’ve registered.
Many small business owners struggle, for reasons that include:

trying to be all things to all people,
keeping all of their assets in their business,
trying to be the expert on every aspect of their own success

At this TIGER Talk, our speaker Molly Grubb will help you, the business owner, learn how to create a process with an expert team supporting you — to grow and protect the dynasty you are building.
She will also highlight two overlooked strategies to free up the wealth in your business, so your financial success is not totally dependent on the success of your company. The 1st strategy is to scale passively with real estate in and outside of your business and retire your real estate while minimizing your tax responsibilities. And the 2nd strategy offers you a path to putting away more than 5X the maximum allowed under a 401K plan while also creating more loyalty from your employees and gaining significant tax savings.
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Molly Grubb is the founder of Grubb Wealth, a virtual family office, helping to scale business owners’ successes via protecting their assets, creating multiple income streams freeing up their time, and building custom teams with the unique capabilities to support their success. She has been a featured speaker on dozens of stages across the country including as a TedX speaker. Molly is also the author of the soon-to-be-available book Build Your Dynasty.
A few personal items from Molly:
When Molly is not busy helping business owners become even more successful, she and members of her large family love spending time together and supporting each other. Molly was even able to donate her stem cell to her sister, Mandy and this procedure has enabled Mandy to become leukemia-free. Molly also enjoys working out, watching THE Ohio State University crush their athletic opponents, dancing, and traveling with her amazing boyfriend, Robert.
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Molly
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Tackle Task Management (and ditch the 17 notebooks!)
2022-08-12 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10:00 pm, Thu Aug 11.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
On the evening of Aug 11, we’ll send a reminder email (including Zoom link) to all who’ve registered.
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Please join business productivity expert Brittany Dixon for this valuable TIGER Tools Workshop.
You will learn how to:

Organize your tasks all in one place
Stop letting tasks slip through the cracks
Set up your tasks for the day (the night before!)
Feel less overwhelmed and shut down your computer well before 11pm
Focus your work on needle-moving, business-growing tasks

You will also learn about Asana – a popular SaaS-based tool that the company describes as “The easiest way to manage team projects and tasks.”
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Brittany Dixon is the Founder and CEO of Brittany & Co. She is a Business Strategist & Productivity Coach and she help small business owners implement Digital Organization, Time Management, and Accountability for growth. Brittany offers Group Coaching and 1:1 Consulting for Online Service Providers. She is also the Host of The Productivity Pod(cast) & The Productivity Pod Community to support entrepreneurs in increasing productivity & profit. Brittany started her accidental entrepreneurial journey when she was fired from her corporate event planning job (because she didn’t fit in the corporate box). She has never looked back!
Brittany is a twin mom to Kenna & Layla, a dog mom to two mini golden doodles, and lover of charcuterie boards, wine, board games (she has over 85!), candy, and basically all sweets. She loves baking, reading, and traveling EVERYWHERE!
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:10 pm – Hand-off to Brittany
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany (8000 Walton Pkwy, Suite 200)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Mindful Moments Throughout the Workday (Hybrid Format)
2022-08-26 11:30 - 13:00 | Philip Heit Center for Healthy New Albany, 150 W. Main St., New Albany, OH, 43054, United States
SPECIAL LOCATION: Philip Heit Center for Healthy New Albany, 150 W. Main St., New Albany, OH 43054
Please register by 10 pm, Thu Aug 25.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
On the evening of Aug 25, we’ll send a reminder email (including Zoom link) to all who’ve registered.
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Innovate New Albany is excited to be partnering with Healthy New Albany to present this TIGER Talk. This event resumes a series under the TIGER Talks banner — “Healthy Habits for Innovators.” This sub-branded series was initiated in 2021.
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Our leader for this session will be Lori Bower of Healthy New Albany. Her focus will be helping participants learn techniques to minimize anxiety and stress in life and through the workday. Simple tools will be shared that can be used throughout the day to find balance, calm, and focus. Practices will include gentle movement, breathing practices, and body awareness meditations. We encourage you to recruit members of your business team, co-workers, friends, etc. to join you at this event. (No need to come in workout clothing. Your regular work attire is appropriate.)
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Lori Bower, M.Ed, E-RYT 500, is the Director of Integrative Wellness at Healthy New Albany, and is a Nationally and Internationally recognized facilitator in the fields of yoga, meditation, and Reiki. Lori is also the Founder and Director of CARE: Compassionate Addiction Recovery Experience, a holistic healing program combining proven techniques for addiction recovery. She has implemented this program at Heartland High School (the first recovery high school in Ohio) and various facilities throughout Central Ohio.
In addition, Lori a facilitator at Ohio State University Integrative Medicine. She is an instructor with Mindfulness in Motion, a mindfulness-based intervention developed, researched, and validated at the OSU College of Medicine. She has also been a presenter at the Addiction Studies Institute at OSU. As a Reiki Master Teacher, she provides training to healthcare professionals at OSU Integrative Medicine. She travels the country, supplying Reiki training to healthcare providers and those working in allied health professions. Lori is a Lead Trainer for UZIT (Urban Zen Integrative Therapy), a program blending Eastern healing techniques with Western medicine to create a conscious change in healthcare. She has implemented UZIT Programs for Columbus Springs Dublin and Columbus Springs East, two hospitals focused on mental health and addiction. She developed and has served as the Director of the UZIT Program for the Ronald McDonald House at Nationwide Children’s Hospital and Riverside Methodist Hospital in Columbus, Ohio.
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:05 pm – Hand-off to Lori
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Healthy New Albany (Philip Heit Center for Healthy New Albany, 150 W. Main St., New Albany, OH 43054)

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Royalty Me This: Design + Learning + Success (Hybrid Format)
2022-09-16 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10 pm, Thu Sep 15.
Hybrid format: select either “In-Person” or “Virtual via Zoom.”
On the evening of Sep 15, we’ll send a reminder email (including the Zoom link) to all who’ve registered.
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Innovate New Albany is excited to host Robert Mora, a visionary and creative product design expert. Robert is also the Founder of Awaken Koala, a firm established to help companies succeed by building DREAM BRANDS they are excited to be offering, products that their customers are excited to buy and own!
Please join us for this unique TIGER Talk in which Robert will tell the story of an exciting project his firm created and executed in partnership with the Columbus College of Art & Design.
Highlights:

Connected design students with professionals; connected educators and school leaders with relevant businesses
Provided students the opportunity to work on real-world projects, creating original furniture designs
Engaged Sinar Sri Rejeki Utomo of Indonesia to manufacture
Partnered with local retail company, Grid Furnishings, to distribute and sell chosen designs
Set up royalty agreement with each student, directing a percentage of revenue from each item sold to its student-designer

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Personal bio from Robert Mora:
“I was born in Ecuador to an amazing family who sold everything and moved our family to Ohio to find the American Dream. It still happens!
I graduated from OSU with a BS in Industrial Design and have been working (It’s hard to call it work when I love what I do) in this field for over 20 years. Giving breath to an idea and fostering that to fruition with a focused team drives my passion in my professional life. Being fortunate to see my ideas developed and produced in a team environment has kept me inspired in this field that I love.
My goal is to contribute to creating an environment that promotes world-class innovation and ultimately delivering solutions that work through outstanding project management.:
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:05 pm – Hand-off to Robert
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany, 8000 Walton Parkway, Suite 200 (2nd Floor) , New Albany, OH 43054

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

My Entrepreneurial Journey in Health & Tech (hybrid format)
2022-09-23 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10 pm, Thu Sep 22.
Hybrid Format: Select “In-Person” -or- “Virtual via Zoom.”
On the evening of Sep 22, we’ll send a reminder email (including Zoom link) to all who’ve registered.
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Innovate New Albany and Rev1 Ventures are both proud and excited to support the Central Ohio startup community. Our organizations agree; this is truly a great place to start a company! Together, we are bringing you the story of an exciting startup health tech company which is an engaged client of Rev1.
As part of Innovate New Albany’s TIGER Talks series, please join us to learn the remarkable success story of Brett Douglas, an entrepreneur, CEO, and Founder of Procardian, a company with a mission to help people with heart disease. Procardian is commercializing ground-breaking therapies developed by researchers at The Ohio State University. These therapies feature a patch that is placed directly onto the hearts of people who’ve suffered from a myocardial infarction (the medical term for heart attacks). The patch imparts thousands of new cells to damaged heart tissue, returning it to its natural state and helping patients recover more completely.
Brett will share his journey as a serial entrepreneur and why he “loves starting businesses.”
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Brett Douglas is an executive leader with years of success in the health wellness, and fitness industry. Brett’s skills include Negotiation, Customer Service, Medical Device Commercialization, Clinical Research, and Clinical Trials. He founded and successfully exited two previous companies, one of which he operated from Innovate New Albany. In addition to Brett’s role as CEO of Procardian, he is also CEO of Waterston Holdings (another company bringing ground-breaking medical therapies to patients).
Finally, Brett and his family are longtime residents of New Albany!
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:05 pm – Hand-off to Brett
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany, 8000 Walton Parkway, Suite 200 (2nd Floor) , New Albany, OH 43054

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Improving Organizational Performance by Focusing on Process vs People (hybrid format)
2022-09-28 11:30 - 13:00 | Innovate New Albany, 8000 Walton Parkway Suite 200, New Albany, OH, 43054, United States
Please register by 10 pm, Tue Sep 27.
Hybrid Format: Select “In-Person” -or- “Virtual via Zoom.”
On the evening of Sep 27, we’ll send a reminder email (including Zoom link) to all who’ve registered.
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Does your organization have performance goals that are frustratingly hard to achieve? Have you worked hard to ensure your employees have the skills and training they need to reach your goals? And still, the results you’re aiming for just aren’t there?
Maybe it’s not the employees. Organizational performance is a function of both the behavior of team members and the design of processes.
In this TIGER Talk, our presenters, Tom Bishop, PhD & Yiem Sunbhanich, will argue that process design is actually the primary determinant of performance. Examples will be presented to support of the validity of this claim – including improving workplace results and reducing auto accidents on roadways – through focused, deliberate work to improve process design.
Organizations must manage both people and processes. Please join us to learn more about the great “hidden” opportunity within many organizations for improved performance by placing more attention on the design of processes and the control of process performance using modern data analytic methods.
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Tom Bishop, PhD, is the founder and CEO of Bishop & Associates, an analytic consulting company helping organizations use analytics to optimize organizational performance. During his career Dr. Bishop has provided analytic consulting and educational services to clients in manufacturing, healthcare, finance, and service organizations including: Abbott Nutritionals, Alliance Data, BMW Financial Services, Dunn and Bradstreet, Ford Motor Company, Huntington Bank, JPMorgan Chase Bank, Nationwide Insurance, OhioHealth, and Starbucks.
Earlier in his career, Dr. Bishop was a research scientist and manager of the Applied Statistics and Computer Applications Section at the Battelle Columbus Laboratories. Prior to joining Battelle, he was an Assistant Professor in the Department of Statistics at Virginia Tech.
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Yiem Sunbhanich is a Co-Founder and the CEO of TNEDICCA®, company that has developed a proprietary vehicle crash location database enabling unique risk score solutions. These risk scores have empirically proven to improve pricing accuracy and profitability for auto insurance companies.
Prior to TNEDICCA®, Yiem served as a Senior Vice President of Operational and Business Analytics at Dun & Bradstreet (D&B). Prior to D&B, Yiem worked with Nationwide Mutual Insurance as Associate Vice President of Behavioral Analytics.
Throughout his career, Yiem has held varied analytical and leadership roles within the Information Service, Insurance, and Automotive industries. The consistent thread across his many roles has been enabling companies to utilize available data more effectively to make informed decisions and take appropriate actions.
Yiem has now embarked upon an entrepreneurial journey to apply his learning and expertise to reduce future traffic accidents through better use of data and analytics.
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Like all TIGER Events, this one is FREE.
Hybrid Format – Event Timeline:
11:30 am – Lunch & Socializing (In-Person Participants)
11:50 am – Connect via Zoom (Virtual Participants)
11:55 am – Introduce Yourself to All (In-Person & Virtual Participants)
12:05 pm – Hand-off to Tom & Yiem
1:00 pm – Wrap

Name*

First

Last

Email*

Company*Note: This Event Is Being Presented in a "Hybrid" Format*I will participate:

In Person at Innovate New Albany, 8000 Walton Parkway, Suite 200 (2nd Floor) , New Albany, OH 43054

Virtually via Zoom
Consent to Use My Image & Voice*By registering for & participating in this event, I am consenting to the recording of my image and/or voice. I am also authorizing Innovate New Albany to use photographs, video, and audio recordings containing my image and/or voice in any medium for any purpose.

I AGREE

Δ

Expert Office Hours: Friday October 7
2022-10-07 08:30 - 11:30 | OH
Please make all appointments by 7 pm Thu 10/6/22. We will end registrations then, so our Experts can plan their Friday schedules.
STEPS
1. Review our roster of Experts, below
2. Click on the link below the Expert’s name to schedule an appointment
3. Make individual appointments w/ the experts you need – just ONE – or, up to a maximum of SIX
4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment
5. Fri October 07: at time of each appointment, click on Zoom link to meet w/ your selected Expert
NOTES
1. For most of you, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software
2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org”

Schedule up to six 30-minute meeting(s) below:
Liane Rousseau | Porter Wright
Law – Trademarks & Other Intellectual Property
Liane 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.
Liane 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.
With 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.
Great Topics for Liane:

Trademarks, Copyrights, & Patents
Intellectual Property Rights
Protection of a Business’s Intellectual Property
Advertising Law: Can My Competitors Really Say “That”?

Click here to schedule 30 minutes with Liane.

Ryan Steele | Porter Wright
Startup & Emerging Business Law
At 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.
Ryan 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.
Ryan 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.
Great Questions for Ryan:

Incorporating Your New Business – What forms are possible and the pros/cons of each
Capital Tables – How to structure company ownership to ensure achieving my long term goals?
Business Operating Agreements – What are these and when does my business need one?
Liability – How do I protect myself and my business?
Written Contracts – When and why should my business use them?
Regulation & Red Tape – What docs must I file to comply with laws/rules for my industry?

Click here to schedule 30 minutes with Ryan.

Scott Longnecker | Huntington National Bank
Loans & Banking Services for Startups & Small Businesses
Scott 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.
Great questions for Scott:

What can I do about kinks in the supply chain?
What’s going on with the labor market?
What should I be doing to keep my good people?
How can I find the right clients and suppliers right now?

Click here to schedule 30 minutes with Scott.

Michael Butler | Footprint Capital
Business Exit Advice & Planning
Michael 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.
Michael 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).
Great questions for Michael:

How should I be preparing to sell my business?
What are the possible exit options for my business?
What is the value of having an advisor help me sell my company?
What are the steps of a sale process and how long does it take?

Click here to schedule 30 minutes with Michael.
Dan Rowell | Book + Street
GAAP Accounting, Cash Flow Forecasting & Financial Modeling

Dan Rowell originally joined Book+Street in January 2021.
Prior 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.
Dan 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.
Great questions for Dan:

What is the most important task to do before the “business” starts?
Why can’t I just use by bank statement as my financial reports?
How do I borrow money from a bank?
How long will my current cash balance last?

Click here to schedule 30 minutes with Dan.
Brad Griffith | Buckeye Innovation
Web Strategy & Engineering

Brad 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.
He 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.

Great questions for Brad:

What is the best way to get my website started?
How do I start planning an application for my business?
How can I improve my site for better SEO?
What different ways can I start building my company’s brand?
How can I refresh or redesign my website?

Click here to schedule 30 minutes with Brad.

Satish Albert | E2 Infosystems
Custom Software & App Development

Satish 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.

Satish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs.

E2 Infosystems has developed software and mobile applications serving:

SaaS startups
Healthcare & Assisted Living businesses
Travel, Manufacturing and Enterprise Legacy Systems

Great questions for Satish:

How do I turn my idea into a software product or application?
What factors influence the price of software or app development?
What are the latest trends or best practices in software/nas/content/live/innovatena development?
How can I make sure my software or app is built to grow as my business grows?
What’s a realistic timeline & what milestones can I expect when developing my products?

Click here to schedule 30 minutes with Satish.

Susan Fortner | BPR International
Public Relations & Marketing
Susan 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.
Fortner 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.
Great questions for Susan:

How can I promote my company on a limited budget?
How do I set Marketing & PR budgets that are sufficient to drive results?
What simple steps can I take to improve my social media visibility rapidly?
Which charities, like-minded businesses, and complementary companies should I partner with?
How do I create and execute events that will differentiate my business in a crowded market?
How can I get my products featured on shopping channels like QVC and HSN?

Click here schedule 30 minutes with Susan.

Manny Larcher | Stopwatch Creative
Growth Marketing & Branding

Manny 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.

A 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.

Great questions for Manny:

How can I maximize the efforts of my team?
Are my marketing efforts really creating the action I want?
Am I using the best and current tech stack or strategies for growth?

Click here to schedule 30 minutes with Manny.

Ed Porter | Blue Chip CRO
Sales, Marketing, and Customer Success
Ed 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.
Ed 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.
Great questions for Ed:

What does a Chief Revenue Officer do?
What’s the best technology to use to help accelerate sales?
What does social selling mean?
I have a sales problem, what can I do?
What is customer success? Isn’t it just customer service?

Click here to schedule 30 minutes with Ed.

Matt Cynkar | Rev1 Ventures
Resources for High Growth Startups
Matt Cynkar serves as Managing Director at Rev1 Ventures. In that role, Matt leads
the team that serves as the first touch point for the more than 700 entrepreneurs who
reach out to Rev1 each year. That team connects entrepreneurs quickly with the startup
resources available within Rev1 and throughout Ohio’s startup communities.
Matt manages exploratory meetings between qualified entrepreneurs and the Rev1
team members. Matt ensures seamless handoffs for entrepreneurs between their early
contact with Rev1 and the next steps on their journey, which may be Rev1’s Customer
Learning Lab, client engagement planning, or referrals to other support organizations
or programs.
Before joining Rev1, Matt played key roles in Market Research and Customer Insights
at Alliance Data and Bath & Body Works. Matt is a graduate of Miami University.
Great questions for Matt:

I have an idea for a high-growth startup; can Rev1 help me determine if it’s
worth pursuing?
I’ve launched a startup; can Rev1 help me get funding to grow it?
What other resources does Rev1 offer to help entrepreneurs?
How does an entrepreneur get started with Rev1?
I see that Rev1 works in corporate innovation; how can I learn more?

Click here to schedule 30 minutes with Matt.

Kevin Hammond | Ohio SBDC
Business Management Advice
Kevin 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.
The 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.
Great questions for Kevin:

I have a business idea. What is my next step?
How do I market my services and products?
How can I take my business to the next level?
How and where can I get money for my business?
How do I keep track of my financial records and assure I’m tax compliant?

Click here to schedule 30 minutes with Kevin.
Tristan Ruml | Tortuga
B2B Business Development
Tristan has +10 years of B2B & B2C marketing and business development experience in US and European companies across several dozen industries.
He coaches sales teams, develops plays, and implements strategies to help clients build predictable pipelines and valuable networks of strategic partners.
Tristan 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.
Great questions for Tristan:

What should I change about my assumptions in my outreach message?
What should I try to crack the code on this vertical/niche/industry?
This part of my process appears to be broken, what should I re-evaluate?

Click here to schedule 30 minutes with Tristan.
*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
