Small Business Growth Forum

November 5-7, 2014 | Hilton Scranton Conference Center Scranton, Pennsylvania

Thank you to our event sponsors for their support of small business in Pennsylvania.

CONGRATULATIONS & THANK YOU!

The following network staff are celebrating

20 YEARS with the Pennsylvania SBDC network

Christian Conroy Pennsylvania SBDC Lead Office

Keith Yurgosky

The University of Scranton SBDC

WELCOME

TO OUR NEW PENNSYLVANIA SBDC NETWORK STAFF!

Francene Dudziec | The University of Scranton SBDC

Linda Grove | Kutztown University SBDC

Ben-David Kaminski | Penn State SBDC

Victoria Lopez | University of Pittsburgh SBDC

Miranda Mease | Clarion University SBDC

Tracy Reinsel | Clarion University SBDC

James Rodriguez | Kutztown University SBDC

Dilip Shah | Bucknell University SBDC

Alexander Shnaydruk | Lehigh University SBDC

Brett Smith | Lehigh University SBDC

Carrie Wintersteen | Pennsylvania SBDC Lead Office - EMAP

Thank You! We are proud to recognize the following network staff for their

dedication to the Pennsylvania SBDC network.

25 Years Mary McKinney, Duquesne University SBDC 20 Years Christian Conroy, Pennsylvania SBDC Lead Office Keith Yurgosky, The University of Scranton SBDC 15 Years Annette Chunko, St. Francis University SBDC Linda Feltman, Penn State SBDC Tim Bates, St. Vincent College SBDC Peter Tulk, St. Vincent College SBDC Dorothy Lane, Wilkes University SBDC Chuck Pierce, Wilkes University SBDC

10 Years Amy Keth, Clarion University SBDC Christine Cleaver, Lehigh University SBDC Cherrill Wilson, Temple University SBDC 5 Years George Slook, Widener University SBDC Chuck Haney, Shippensburg University SBDC Ron Story, Widener University SBDC

$2 Million Dollar Club The following staff helped their clients achieve $2 million or more

in financing during the last full program year (2013). Jeffrey Boldizar St. Francis University SBDC Martin Brill Kutztown University SBDC Annette Chunko St. Francis University SBDC Therese Flaherty Wharton SBDC Kate Hall Clarion University SBDC Jeremy Hancher Pennsylvania SBDC Lead Office – EMAP Maureen Hauck Bucknell University SBDC

Tim Keohane Lock Haven University SBDC Amy Keth Clarion University SBDC Cynthia Laurash Duquesne University SBDC Robert Mineo Lehigh University SBDC Jill Newcomer Gannon University SBDC Tony Palamone Indiana University of Pennsylvania SBDC Chuck Pierce Wilkes University SBDC

Jim Porter Widener University SBDC Mark Rentschler Kutztown University SBDC Brent Rondon Duquesne University SBDC John Snyder Gannon University SBDC Peter Tulk St. Vincent College SBDC Raymond Vargo University of Pittsburgh SBDC Cheryl Young Shippensburg University SBDC

DETAILED AGENDA 2014 Small Business Growth Forum

WEDNESDAY - November 5, 2014 11:00 a.m. Registration Opens Conference Center, 2nd Floor 11:30 – 12:30 p.m. Opening Lunch Buffet Steamtown Ballroom 12:30 – 1:15 p.m. “Making It” Kick-off Steamtown Ballroom Welcome Remarks Pennsylvania Senator John Blake Christian Conroy, State Director Pennsylvania SBDC Lead Office Nancy Crickman, Director, Environmental, Energy & Technology Pennsylvania SBDC Lead Office Helen Hammerschmidt, Policy Director Pennsylvania Department of Community and Economic Development 1:30 – 2:30 p.m. Panel - What’s New in Manufacturing Steamtown Ballroom To better prepare you to assist manufacturing clients, this panel will discuss

information manufacturers need to know to be successful in Pennsylvania including understanding and complying with health and safety requirements, understanding and complying with environmental regulatory requirements, taking advantage of new markets, and making smart decisions on sourcing of goods and services and re-shoring.

Moderator: Christian Conroy, State Director Pennsylvania SBDC Lead Office Eric Esoda, President/CEO Northeastern Pennsylvania Industrial Resource Center (NEPIRC) Lindsey Gilkes, Senior Management Consultant University of Pittsburgh SBDC Jeremy Hancher, Environmental Consultant Pennsylvania SBDC Environmental Management Assistance Program (EMAP) Gretchen Kukuchka, Business Consultant The University of Scranton SBDC Bruce Love, Program Analyst Office of Small Business Assistance, U.S. Department of Labor - OSHA

2:45 – 3:45 p.m. BREAKOUT SESSIONS Casey Ballroom A Business Planning in the Cloud: Help Clients Launch &

Grow 30% Faster Research shows that small businesses who actively plan, track that plan, and adjust for growth, grow 30% faster. In this workshop, you'll learn about how the business plan has evolved into "lean planning" and how you can use LivePlan to better advise clients on how to start, run, and grow their businesses. With LivePlan, SBDCs are doubling their counseling hours (both in person and online), increasing the number of startups, tripling capital infusion, and helping improve their local entrepreneurial economy.

Caroline Cummings, VP of Business Development Palo Alto Software

2:45 – 3:45 p.m. Neoserra Updates and Q&A Casey Ballroom B Having made the jump from WebCATS to Neoserra, this session will address

what appear to be the most common Neoserra questions so far (such as: how to create filters, how to export data for mail merges, how to turn an email into a session, etc.). As time allows, we’ll take questions from the group and respond to those questions with group discussion. Philip Frank, IT Project Leader Pennsylvania SBDC Lead Office

4:00 – 5:00 p.m. DISCUSSION FORUMS Casey Ballroom A Technology

During this session, Eric Esoda, President and CEO of NEPIRC will provide a hands-on demonstration of the Total Cost of Ownership (TCO) tool. Learn more about this useful tool and also what the Pennsylvania SBDC technology team has to offer your clients. What more should we do to attract and meet the needs of clients who are commercializing new technologies? This session will be led by Nancy Crickman of the Pennsylvania SBDC Lead Office.

4:00 – 5:00 p.m. International Trade Casey Ballroom B This professional development session will feature a panel discussion with

seasoned international trade professionals, Martin Brill, Ed Huttenhower, and Dr. Mary McKinney. The panelists will share their knowledge and experience about the processes and politics of utilizing existing partnerships in order to help clients secure export related funding, success factors and examples of creating winning funding proposals for the SBDC with international trade programs, and a step-by-step walk through preparing clients for international trade missions. The forum will be moderated by Sofia Ozol of the Pennsylvania SBDC Lead Office.

4:00 – 5:00 p.m. Center Financial Management Parlor F Those who are involved with the financial management of their Center will want

to join this discussion forum to hear updates on the following topics: program income matters, matching funds tracking, annual center budget preparation, and the results of the SBA Inspector General audit. This session will be led by Pam Benedon of the Pennsylvania SBDC Lead Office.

4:00 – 5:00 p.m. Educational Programming Blakely Breakout If you are involved with educational programming at your Center, join this

session for open dialogue with your peers to share your center’s upcoming event series, successes and challenges, as well as ask questions of the group. We will also be discussing lender/borrower match-making events and how each center is working to make these events successful for both our clients and the participating lenders. This session will be led by Kelly Cofrancisco of the Pennsylvania SBDC Lead Office.

6:00 p.m. Opening Buffet Dinner & Game Night Steamtown Ballroom Join us for dinner, games and the first installation of SBDC client raffle prizes

from across Pennsylvania! St. Francis Director Ed Huttenhower’s daughter will be a contestant on Jeopardy which will be shown on the big screen in the ballroom. Cash bar will be available.

THURSDAY - November 6, 2013 7:00 – 8:30 a.m. Breakfast Conference Lobby 8:30 – 9:30 a.m. Year in Review & Center Awards Steamtown Ballroom Christian Conroy, State Director Pennsylvania SBDC Lead Office 9:30 – 11:30 a.m. OFF-SITE TOURS Meet in Hotel Lobby Manufacturer Tour

Participants will tour the Carbondale Technology Transfer Center (CTTC), a business incubator specializing in light industry/light assembly manufacturers working with technology applications, innovative products and processes. Participants will have the chance to visit a few tenant businesses and also learn more about the Kitchen Incubator at CTTC. Retail Walking Tour(s) Scranton Tomorrow will take participants on a Downtown Scranton Familiarization tour. The “FAM” tour is an engaging familiarization walking tour that goes in and out of a dozen businesses.

12:00 – 12:30 p.m. Lunch Steamtown Ballroom 12:30 – 1:30 p.m. LUNCH KEYNOTES Steamtown Ballroom Evolution of the Business Plan: How to advise clients in the

cloud for growth Caroline Cummings, VP of Business Development Palo Alto Software

Political Update & Election Recap Dr. Christopher Borick, Professor of Political Science Director, Muhlenberg College Institute of Public Opinion

Muhlenberg College 1:45 – 3:15 p.m. BREAKOUT SESSIONS Casey Ballroom A Business Retention: Using Business Succession Planning and

Employee Ownership to Keep Local Business Local As the current generation of business owners approaches retirement age, many local, longstanding companies will be changing hands. The transition to a new owner presents its own challenges and runs the risk of losing local businesses to other cities, states, and even countries, leading to higher unemployment, lower community spending power, and permanently harming the economy. What are the options available to a local business owner? What’s best for them? What’s best for the community? How can we keep local business local? Join us as we discuss succession planning and how, with the right strategy, local businesses can remain a growing and thriving part of the Pennsylvania economy.

Ken Baker, CEO AdvantaPure/NewAge Industries Judith Kornfeld, Founder and President ESOP Economics Timothy Garbinsky, Outreach Coordinator National Center for Employee Ownership (NCEO) 1:45 – 3:15 p.m. SBDC Client Social Media Best Practices Casey Ballroom B Join the Pennsylvania SBDC’s expert social media consultant Keith Yurgosky as

he moderates a panel of Scranton-area SBDC clients to discuss how they are using social media in their businesses. Each client will share how they are using online platforms to engage with customers and grow their business.

Moderator: Keith Yurgosky, Business Consultant The University of Scranton SBDC Mario Bevilaqua, Founder & Executive Chef What the FORK Food Truck

Francene Dudziec, Founder Hello Beach Bags, Monogram Muse, and Locate the Lights Tim O’Grady, Owner Jive Jerky

1:45 – 3:15 p.m. Secrets of Buying, Valuing and Selling a Business Blakely Breakout Buying an existing successful business with trained employees, an established

customer base and an existing “Cash-Flow” may be safer than a “Start-Up,” but, prospective business buyers must protect themselves from “surprises.” Attend this workshop and we will show you how!

Ed Pendarvis, Founder and Chairman Emeritus Sunbelt Business Brokers

3:15 p.m. Refreshment Break

Steamtown Ballroom Coffee, soda, water and snacks will be available 3:30 – 5:00 p.m. Financing & Capital Acquisition Panel Steamtown Ballroom Hear from a panel of financial representatives on topics such as building lender

relationships, insider tips for loan requests, best practices for collaboration and more. James Kunkel of the St. Vincent College SBDC will moderate this interactive session and all attendees will have time to ask questions of the panel.

Moderator: James Kunkel, Director St. Vincent College SBDC

Brian Chuff, Senior Vice President of Lending Penn East Federal Credit Union Michael Kane, Harrisburg Branch Manager U.S. Small Business Administration David King, Business Development Manager Riviera Finance Leigh Magnotta, Business Development Specialist MetroAction Thomas Wasilewski, Vice President of Lending Penn East Federal Credit Union

5:30 – 6:30 p.m. Sponsors Cocktail Reception & Individual Staff Awards Conference Lobby Hors d’oeuvres will be served. Drink tickets will be accepted during this reception, cash bar will also be available.

6:30 p.m. Dinner on Your Own in Scranton FRIDAY - November 7, 2013 7 – 8:30 a.m. Breakfast Conference Lobby

8:30 –9:45 a.m. Network Staff Lightning Talks Steamtown Ballroom A Short Presentation: Shortcut in Export Documentation Martin Brill, Program Manager, International Trade

Kutztown University SBDC A Journey Down the Engineering Lane… Dilip Shah, Engineering Consultant/Project Manager Bucknell University SBDC

Why EMAP? Chuck Haney, Environmental Consultant – EMAP

Shippensburg University SBDC

Bringing Town and Gown Together through Student Engagement Linda Feltman

Student Entrepreneurship Business Consultant Global Entrepreneurship Week Coordinator for Penn State

Penn State SBDC The Government Marketing Program: Value to our Clients Bruce Downing, Consultant and Government Marketing Specialist

Widener University SBDC Research and Education Broadband is Economic Development Ken Barber, Member Relations Manager

Keystone Initiative for Network Based Education and Research (KINBER)

Steve Stumbris, Director Bucknell University SBDC Empowering Latino Entrepreneurs Carolina Martinez, Business Consultant

Director, Latino Business Resource Center Kutztown University SBDC

Tech Research and Commercialization, or, How I Spent My Summer Vacation

Joe Ciotti, Management Consultant University of Pittsburgh SBDC 10:00 – 11:45 a.m. Breakouts Casey Ballroom A Consulting Best Practices

Join an open discussion to hear from colleagues on topics such as getting the “right” clients, client intake process, time management vs. milestones, capital formation and everyone’s favorite topic: meeting deliverables. Attendees will be able to share their Center processes and hear from other SBDC staff on how they manage their consulting process. Michael Ryan, Business Consultant Penn State SBDC Cherrill Wilson, Associate Director Temple University SBDC

10:00 – 11:45 a.m. Network Leadership Best Practices Casey Ballroom B Anyone involved in the leadership of their center is invited to join this open

discussion on center management including fundraising, maintaining and entering client data, and more. Come prepared with your questions for the group!

Gerry Zaboski, Vice Provost for Enrollment Management & External Affairs The University of Scranton

11:45 a.m. – 12 noon Closing Plenary Session Steamtown Ballroom

SPEAKER BIOGRAPHIES - Wednesday, November 5, 2014 Biographies listed in order of appearance “MAKING IT” KICK-OFF Christian Conroy State Director, Pennsylvania SBDC Sessions: “Making It” Kick-off, What’s New in Manufacturing As State Director, Christian Conroy is responsible for the management and oversight of the Pennsylvania Small Business Development Centers program, a $12 million network of eighteen university-based centers that annually provides management education and consulting to 20,000 entrepreneurs and business owners through utilizing professional staff, students and pro-bono professionals. Christian has been with the Pennsylvania SBDC program since 1994, leading efforts to achieve the program’s mission of helping companies start, grow and prosper, though pursuing improvements and innovations to boost efficiency, quality and impact; and to obtain the financial resources to sustain and expand services. During his tenure, he has successfully steered the network through three national accreditation reviews, most recently in 2011. The network is one of only twelve in the nation that also has supplemental accreditation for its technology commercialization services. Christian is active in supporting the development of the national network of Small Business Development Centers, currently serving as the Vice Chair of the Board of Directors of America’s SBDC and on the ASBDC Accreditation Committee. He has also testified before both houses of Congress in support of bills to expand the SBDC program. Christian has a Master’s Degree in urban studies from the University of Pennsylvania, and undergraduate degrees in economics and psychology from the University of New York at Albany. Nancy Crickman Director, Environmental, Energy & Technology Services, Pennsylvania SBDC Lead Office Session: “Making It” Kick-off Nancy joined the Pennsylvania SBDC Lead Office in 2001 and oversees the SBDC's statewide environmental, energy and technology services. As the director of the Environmental Management Assistance Program (EMAP), Nancy ensures that small businesses receive timely and high quality environmental compliance assistance. Pennsylvania is one of only eight SBDC networks in the nation with an additional technology accreditation, where Nancy leads coordination and delivery of the network’s technology commercialization services. Nancy also manages the network’s shale energy services which provide support to small businesses exploring opportunities in the shale energy industry. Recently, Nancy was re-appointed by Governor Corbett to the Pennsylvania Department of Environmental Protection’s (DEP) Small Business Compliance Advisory Committee and serves as Vice Chair. At the national level, Nancy co-chairs the Sustainability Workgroup of the Small Business Environmental Assistance Provider Network and the Shale Energy Interest Section of America’s Small Business Development Center Network.

Helen Hammerschmidt Director of Policy, Pennsylvania Department of Community and Economic Development Session: “Making It” Kick-Off

Helen Hammerschmidt brings twelve years of experience in federal and state policy development and legislative affairs to the Department of Community and Economic Development. As a legislative aide to a former Member of Congress from Pennsylvania in Washington, DC, and later as Policy Director for State Representative Duane Milne of Chester County, Helen has served the citizens of Pennsylvania at both the federal and state levels. Helen’s federal policy experience stems from her work with Daiwa Securities’ Institute of Research in Washington, D.C., where she analyzed health care reform, banking regulations, and commercial policy for Daiwa Securities, one of the largest security firms in the world. Prior to joining Daiwa, Helen was the assistant to the Vice President for American Foreign Policy at the Center for Strategic and International Studies (CSIS), a foreign policy research institute in Washington, D.C.

As Director of Policy for the Department of Community and Economic Development, Helen is responsible for directing and shaping policy for the agency’s 90+ programs that support business financing, innovation and investment, tourism, film, community development, municipal government, and international trade and investment. Helen is a graduate of Georgetown University’s School of Foreign Service and has a Master’s degree in International Affairs from Johns Hopkins’ School of Advanced International Studies (SAIS). She is also a graduate of the Anne Anstine Excellence in Public Service Series, which trains Pennsylvania women for careers in public service.

WHAT’S NEW IN MANUFACTURING PANEL

Eric Esoda, CPA Executive Director/CEO, Northeastern Pennsylvania Industrial Resource Center (NEPIRC) Session: What’s New in Manufacturing Eric Esoda joined NEPIRC in 1998 and, since that time, has held positions within the organization’s consulting, business development and financial management departments. Prior to joining NEPIRC, Eric worked with the New York offices of the accounting and consulting firms of Fust, Charles & Chambers, LLP and KPMG. Mr. Esoda has several professional publications to his credit and has been a contributing researcher and author to several statewide and national publications on the manufacturing industry, CEO learning behaviors, and the impact of various economic development policies and programs upon the business sector. As a regular presenter at national conferences, Eric has hosted workshops and keynote presentations on topics such as manufacturing innovation, innovative approaches to addressing the shortage of qualified workers, how corporate culture impacts organizational strategy and how companies can effectively use Voice-of-the-Customer feedback to make business decisions.

Eric holds a degree in Accounting from the University of Scranton and a Master’s degree in Accounting from Binghamton University. He is a Pennsylvania Certified Public Accountant, a former Officer of the Northeastern Pennsylvania Chapter of the Pennsylvania Institute of Certified Public Accountants and is in pursuit of his Innovation Engineering Black Belt from the Manufacturing Extension Partnership, University of Maine and world-renowned innovation leader, the Eureka Ranch.

Lindsey Gilkes Senior Management Consultant, University of Pittsburgh SBDC Session: What’s New in Manufacturing Lindsey Gilkes joined the University of Pittsburgh SBDC as a business consultant in 2007. Since then she has provided business consulting services to a diverse range of new and existing closely-held businesses. Although Gilkes works out of the Greene County and Washington outreach offices, she functions as an integral part of the SBDC team seeing as she is familiar with this select market and supports western Pennsylvania businesses. The core of her consulting work revolves around strategically analyzing functional areas of businesses such as management capabilities, financing, income, cash flow projections and loan packaging. She also specializes in conducting market research of new, existing, and potential markets. Lindsey holds a Bachelor of Arts in Business Administration from Washington & Jefferson College and a Master of Business Administration from the University of Pittsburgh. Jeremy Hancher Environmental Consultant, Environmental Management Assistance Program (EMAP) Pennsylvania SBDC Session: What’s New in Manufacturing Jeremy Hancher has been employed with EMAP since 2005 providing environmental consulting and technical assistance on compliance issues related to air, water, and waste regulations that impact Pennsylvania small businesses. Prior to that, he worked at a Pennsylvania manufacturing company where he served as the day-to-day environmental compliance specialist. Jeremy earned his Bachelor’s degree at the University of Pittsburgh, his Master’s degree at the University of Pennsylvania, and a Certificate from the Wharton School. He currently acts as co-chair of the Technical Subcommittee for the national Small Business Environmental Assistance Programs. Gretchen Kukuchka Business Consultant, The University of Scranton SBDC Session: What’s New in Manufacturing

Gretchen rejoined The University of Scranton Small Business Development Center in 2013. As a Business Consultant, she focuses on serving Bradford, Tioga, and Lackawanna counties. At the SBDC, Gretchen also provides direct coordination for the Small Business Internship Initiative Program, linking Lackawanna County small businesses and local college students with internship experiences. Gretchen is also part of the Marcellus Shale Team of the Pennsylvania SBDC system.

Raised in a family business and today assisting her spouse in running his own business, Gretchen understands a 9 to 5 schedule is generally a misnomer, and that having flexibility, confidence, and a constant planning perspective is critical to the success of any venture. Gretchen particularly enjoys aiding existing businesses who present challenges and need guided solutions. Gretchen has an interest in HR issues, leadership, family business and succession plans, and strategic planning, but can amply address any small business topic by pulling together a great team of SBDC in-house expertise and/or local business and economic development partners. Gretchen is a graduate of Virginia Tech and The University of Scranton’s Master’s degree in Human Resource Administration.

Bruce Love Program Analyst, Office of Small Business Assistance, OSHA Session: What’s New in Manufacturing

Bruce A. Love is a Program Analyst for the Office of Small Business Assistance (OSBA) in the Occupational Safety and Health Administration (OSHA) in Washington, DC. In this capacity, he crafts policy and develops data analysis tools for monitoring and evaluating the performance of OSHA’s On-site Consultation Program and serves as a National Office liaison for small businesses. Prior to joining OSBA, he served as Technical Writer-Editor in OSHA’s Directorate of Technical Support and Emergency Management and as a Project Officer in OSHA’s Variance Program. Prior to joining OSHA, he served as an assistant professor and Chair for the Information Technology Department at Mount Aloysius College (Cresson, PA), Coordinator for the SBDC in Bucks County, Pennsylvania, and Lead Electronic Design Engineer for Magnavox-GAC in Philadelphia, Pennsylvania. Bruce has a Bachelor of Science Degree in Electrical Engineering Technology from Spring Garden College, and an M.B.A. from La Salle University.

WEDNESDAY, NOVEMBER 5, 2014 - AFTERNOON BREAKOUT SESSIONS

Caroline Cummings VP of Business Development, Palo Alto Software Sessions: Business Planning in the Cloud: Help Clients Launch & Grow 30% Faster, Thursday Lunch Speaker – Evolution of the Business Plan: How to Advise Clients in the Cloud for Growth

As Palo Alto’s VP of Business Development, Caroline Cummings brings an excellent perspective to our entrepreneur customers. As the former co-founder and CEO of two technology companies, she’s experienced both start-up failures and successes, and has raised close to $1 million in investment capital. Her first venture, OsoEco.com (healthy social shopping), dissolved in 2009. Her second venture, RealLead (mobile marketing for real estate) sold in early 2012. She has co-founded several successful entrepreneurial programs for the Eugene Area Chamber of Commerce, including Smart-ups Pub Talks and the Southern Willamette Angel Network. Caroline is regularly invited to participate as a judge for several business plan competitions, as well as speak on topics including entrepreneurship, angel investing, social media and authentic self-promotion. She is a graduate of Drexel University.

Philip Frank IT Project Leader, Pennsylvania SBDC Lead Office Session: Neoserra Updates and Q&A As IT Project Leader with the Pennsylvania SBDC Lead Office, Phil leads Pennsylvania SBDC's technical transitions and provides general IT support. Phil brings more than 15 years of experience to the position, most recently enhancing a client software package for Meals on Wheels organizations. He previously worked at the University of Pennsylvania's Wharton School as associate director of Marketing Information, where he was he was responsible for direct mail, databases and marketing systems such as CRM. Prior to that, Phil also held several productivity and manual systems analysis positions.

SPEAKER BIOGRAPHIES - Thursday, November 6, 2014 Biographies listed in order of appearance Dr. Christopher Borick Director, Muhlenberg College Institute of Public Opinion and Professor of Political Science Session: Thursday Lunch Keynote – Political Update & Elections Recap Dr. Christopher P. Borick is a Professor of Political Science and Director of the Muhlenberg College Institute of Public Opinion. He is a nationally recognized public opinion researcher who has conducted over 300 large-scale public opinion surveys during the past fifteen years. The results of these surveys have appeared in numerous periodicals including Time Magazine, The Wall St Journal, New York Times, Los Angeles Times and Washington Post. He has also provided analysis for the BBC, National Public Radio, PBS, CBS News and NBC Nightly News and had his survey results aired on CNN, FOX News and C-Span. During his career he has conducted surveys for a variety of government agencies and organizations including the Center for Disease Control, PBS, The Wisconsin Department of Commerce, the Oneida Indian Nation, The U.S. Department of Labor, and Habitat for Humanity. He is co-director of the National Surveys on Energy and the Environment (NSEE) and currently conducts surveys for the Morning Call newspaper in Allentown, Pennsylvania. He has served as President of the Wisconsin Political Science Association and is currently President of the Pennsylvania Political Science Association. He has government experience at both the federal and local levels, including positions with the Internal Revenue Service and Monroe County Pennsylvania Planning Commission. He has published and presented over twenty-five articles and four books in the area of public policy and public opinion. Ken Baker CEO, AdvantaPure/NewAge Industries Session: Business Retention: Using Business Succession Planning and Employee Ownership to Keep Local Businesses Local Ken Baker has over 25 years of experience in the plastic tubing and hose industry. His father, Raymond Baker, started NewAge® Industries, Inc. in 1954, and Ken joined the company in 1985. Under Ken’s nurturing, NewAge has become 40 percent employee owned (ESOP) and has twice been recognized as a finalist in Winning Workplaces’ Top Small Company Workplaces. In 2001, Ken led the company in the launch of its AdvantaPure® sanitary products division and this continues to be his primary focus. He is a co-inventor on three patents in RFID tagging technology and a co-founder in the RFID in Healthcare Consortium. He invites area high school students to intern at NewAge Industries each summer and is a generous contributor to local and national charities. Timothy Garbinsky Outreach Coordinator, National Center for Employee Ownership Session: Business Retention: Using Business Succession Planning and Employee Ownership to Keep Local Businesses Local Timothy Garbinsky is the outreach coordinator at the National Center for Employee Ownership (NCEO), a nonprofit membership and research organization dedicated to providing the most objective and reliable information possible on employee ownership. As outreach coordinator, Tim is responsible for managing the marketing and outreach efforts of the NCEO, from the recruitment of volunteers to working with allied organizations, to creative project design and press communication. Originally from Maryland, Tim has worked as a creative and educator on three continents over the past five years. He earned his B.A. from Duke University in 2009.

Judith L. Kornfeld Founder and President, ESOP Economics Session: Business Retention: Using Business Succession Planning and Employee Ownership to Keep Local Businesses Local Judith L. Kornfeld is the founder and president of ESOP Economics, a firm that specializes in forecasting and analyzing ESOP repurchase obligations. ESOP Economics also offers the Telescope™ software, a program developed specifically for modeling repurchase obligations. Judy has been working with ESOP companies for more than 25 years on all aspects of ESOP repurchase obligation planning, focusing on developing strategies for managing and funding these obligations. In 1993, she founded ESOP Economics to create a resource to which companies could turn for advice and services related to their repurchase obligations, which were just beginning to emerge as an important issue. Over the years, she has authored many articles about ESOP repurchase obligations and is a frequent speaker at regional and national ESOP conferences.

Judy currently serves on the Executive Committee of the Board of Directors of the National Center for Employee Ownership (NCEO) and on the Advisory Committee of the Employee Owned S Corporations of America (ESCA). Judy received her B.A. in economics from the University of Pennsylvania, her M.B.A. from The Wharton School, and her law degree from the University of Pennsylvania Law School.

Keith Yurgosky Business Consultant, The University of Scranton SBDC Session: SBDC Client Social Media Best Practices Keith Yurgosky has been employed with The University of Scranton SBDC since 1994 where he has taught topics from Organizational Behavior to Public Speaking as an adjunct professor. At the SBDC, he holds dual roles as both a consultant and trainer. As a consultant he handles start-up businesses, but specializes in internet marketing, social media marketing and website design. He also consults businesses on international trade, business planning and market research. His training topics include EBAY and NxLevel™ education, in both of which he was trained and certified to be an educator. Besides consulting, his other responsibilities include maintenance of the web presence for the University of Scranton SBDC and The KSOM Women’s Entrepreneurship Center. He has presented training programs at the America’s Small Business Development Centers’ Annual Conferences in years 2009 through 2014. Keith holds a Bachelor of science in Accounting and MBA from the University of Scranton. Mario Bevilaqua Founder and Executive Chef, What the FORK Truck Session: SBDC Client Social Media Best Practices Mario Bevilacqua, 26, founder and executive chef of What the FORK Truck put into practice what most only preach: follow your dreams. Two years ago he launched his food truck to wild success and acclaim, locally and now nationally. Trained at the Restaurant School at Walnut Hill, Mario has always had a passion for food and has proven that determination, creativity and a lot of hard work can yield amazing results.

Francene Dudziec Founder, Hello Beach Bags, Monogram Muse, and Locate the Lights Session: SBDC Client Social Media Best Practices Raised in a family business, Francene Dudziec is no stranger to being an entrepreneur. She is the founder of Hello Beach Bags (www.hello-beach.com) which gained her national attention for this practical, summer tote, dubbed “the smartest beach bag” in the June 2014 edition of Ladies Home Journal. She is also featured in the newly-released second edition of The Mom Inventors Handbook: How To Turn Your Great Idea Into the Next Big Thing by business author and entrepreneur Dr. Tamara Monosoff. Her products have appeared on thegrommet.com, QVC Sprouts, Dailycandy.com, Good Day Sacramento, giftshopmag.com, giftsanddec.com, womeninventorznetwork.com and GoErie.com. Francene also founded Monogram Muse (www.monogrammusegifts.com), a premium personalized gift boutique, and Locate The Lights (www.locatethelights.com), a public website created to use as a guide for Christmas lights, holiday light shows and impressive decorated homes and inflatable displays that are free to the public. Tim O’Grady Owner, Jive Jerky Session: SBDC Client Social Media Best Practices Tim O’Grady is the owner of Jive Jerky, a specialty artisan jerky store in Moscow, Pennsylvania, which has been featured by Capital One’s “I Am Small Business Proud” campaign for their Spark Business card, Business Insider, The Scranton Times-Tribune and the Northeast Pennsylvania Business Journal. Tim’s prior experiences include being former president of a Warner Music Group subsidiary record label, Masquerade Recordings, touring as a musician, as well as production manager and branding consultant for corporate sponsors such as, Hipset, OurStage, Vans Warped Tour from 2008 throughout 2012 through a third party consulting firm. Future endeavors for late 2014/early 2015 include a new production facility for Jive Jerky to increase production to meet demand and the opening of a restaurant named The Jive that is specializing in high-end coffee roasting, craft beer and locally produced wines with an ever-changing menu focusing on quality, small-batch production. Ed Pendarvis, CBI Founder and Chairman Emeritus of Sunbelt Business Brokers Session: Secrets of Buying, Valuing, and Selling a Business Ed Pendarvis is the Founder and Chairman Emeritus of Sunbelt Business Brokers, the largest small business brokerage franchise in the world with over 250 offices in the U.S. and 22 foreign countries. He has over 30 years experience in listing, valuing, and selling businesses. Ed founded an education business in 2009, (www.businessbuyersuniversity.com), and he is the author of three books on buying & selling businesses.

SPEAKER BIOGRAPHIES - Friday, November 7, 2014 Biographies listed in order of appearance Michael Ryan Business Consultant, Penn State SBDC Session: Consulting Best Practices Michael Ryan has been a business analyst with the Penn State SBDC since June 2000. He staffs the SBDC’s outreach office located at the Penn State Learning Center in Lewistown. In addition to providing free, confidential one-on-one consulting to current or prospective small business owners, he has developed and instructs educational programs and seminars for the SBDC. Michael specializes in researching accounting and tax issues, and preparing detailed financial reports for SBDC clients. He has worked with clients in many different industries, including construction, landscaping, retail, food service, and real estate investment. Prior to joining the SBDC, Michael worked for a manufacturing company and in the banking industry. He is a Penn State graduate, earning a Bachelor’s degree in accounting. He has been named one of Pennsylvania Business Central’s Top 100 People in Business and served on the board of directors of the Juniata River Valley Chamber of Commerce. Cherrill Wilson Associate Director, Temple University SBDC Session: Consulting Best Practices Cherrill Wilson is the Associate Director with the Temple University Small Business Development Center (SBDC) in Philadelphia, Pennsylvania. In addition to beginning her relationship with Temple as the SBDC Incubator Manager and Business Consultant, Cherrill brings to the SBDC team over 20 years of financial service experience in banking and accounting services. She has worked as an accountant, bank auditor, senior credit analyst, and financial consultant. Over and above her work as an Outreach Business Consultant, Cherrill is an Adjunct Professor at Eastern University and founder of her own company, Restoration Consulting Services, which provides financial and business strategies to profit, nonprofit companies and faith-based communities. Cherrill holds a Bachelor of Science degree in Accounting from St. Joseph’s University, as well as a MBA in Urban Economic Development from Eastern University. She also holds a Master of Divinity Degree from Eastern Baptist Theological Seminary (now Palmer Theological Seminary).

ATTENDEE LISTING (Alphabetical Order) Attendee listing as of 10/21/14

Name Last Title Center

Pamela Benedon Associate State Director Pennsylvania SBDC Lead Office

Jeff Boldizar Senior Consultant St. Francis SBDC

Pat Boylan Office Manager Pennsylvania SBDC Lead Office

Martin Brill Program Manager, International Trade Kutztown SBDC

Robin Burtner Business Consultant Shippensburg SBDC

Paul Caimi Business Consultant Lock Haven SBDC

Judy Christ Administrator, Education & Finance Bucknell SBDC

Annette Chunko Business Analyst St. Francis SBDC

Joseph Ciotti Management Consultant University of Pittsburgh SBDC

Christine Cleaver SBAP Program Director Lehigh SBDC

Kelly Cofrancisco Outreach and Partnership Manager Pennsylvania SBDC Lead Office

Christian Conroy State Director Pennsylvania SBDC Lead Office

Nancy Crickman Director, Environmental, Energy & Technology Pennsylvania SBDC Lead Office

Caroline Cummings VP, Business Development Palo Alto Software

Lou Davenport Finance and Business Consultant Kutztown SBDC

John Dobransky Business Outreach Coordinator University of Pittsburgh SBDC

Bruce Downing Consultant and Government Marketing Specialist Widener SBDC

Deanna Drako Business Consultant Wilkes SBDC

Francene Dudziec Special Projects University of Scranton SBDC

David Dunn PTAC and Technology Development Program Director Lehigh SBDC

Laura Fanciullacci Marketing Assistant Pennsylvania SBDC Lead Office

Linda Feltman Student Entrepreneurship Business Consultant and Coordinator Global Entrepreneurship Week for Penn State

Penn State SBDC

Heather Fennessey Director Penn State SBDC

Therese Flaherty Director Wharton SBDC

Clarence Fullard Regional Director NJ SBDC - Rutgers-Camden

Shelley Gadoury Office Assistant Bucknell SBDC

Lindsey Gilkes Senior Management Consultant University of Pittsburgh SBDC

Mark Girvan VP of Business Development & Sales FreshBooks

Jody Graybill Business Consultant Bucknell SBDC

Mike Grimm Government Marketing Specialist Kutztown SBDC

Linda Grove Government Marketing Specialist Kutztown SBDC

Lisa Hall Zielinski Director University of Scranton SBDC

Jeremy Hancher Environmental Consultant – EMAP Pennsylvania SBDC Lead Office

Charles Haney Environmental Consultant – EMAP Shippensburg SBDC

Maureen Hauck Asst. Director for Business Consulting Bucknell SBDC

Richard Hoover Consultant IUP SBDC

Peter Hornberger Online Marketing Specialist Kutztown SBDC

Maggie Horne Director Gannon SBDC

Dennis Hummer Business Consultant Bucknell SBDC

Ed Huttenhower Director St. Francis SBDC

Ben-David Kaminski Business Consultant Penn State SBDC

Michael Kane Harrisburg Branch Manager U.S. SBA

Tim Keohane Director Lock Haven SBDC

Amy Keth Business Consultant Clarion SBDC

David King Manager, Business Development Riviera Finance

Amanda Kochirka Business Consultant Gannon SBDC

Ed Kowalczyk Director Wilkes SBDC

Theresa Krise Administrative Assistant Penn State SBDC

Gretchen Kukuchka Business Consultant University of Scranton SBDC

James Kunkel Director St. Vincent SBDC

Dorothy Lane Consultant Wilkes SBDC

Nicholas Lentz Business Consultant Lock Haven SBDC

Laurie Linton Educational Programming Coordinator Penn State SBDC

Victoria Lopez Management Consultant University of Pittsburgh SBDC

Mark Malec Senior Consultant MD SBDC

Carolina Martinez Consultant Kutztown SBDC

Bob Maximowicz Wilkes-Barre Branch Manager U.S. SBA

Erin McGowan Associate Director Wharton SBDC

Mary McKinney Director Duquesne SBDC

Miranda Mease Business Consultant Clarion SBDC

Sandra Mehalko Regional Director MD SBDC

Robert Mineo Financing Assistance Program Director Lehigh SBDC

Maria Montenegro Business Consultant University of Scranton SBDC

Cindy Nellis Assistant Director Clarion SBDC

Jill Newcomer Mercer County Outreach Consultant Gannon SBDC

John Ondik Business Building Program Executive Wharton SBDC

Sofia Ozol Manager, Special Projects Pennsylvania SBDC Lead Office

Tony Palamone Director IUP SBDC

Robert Palumbo Assistant Director NJ SBDC - Rutgers, Camden

Charles Pierce Assistant Director Wilkes SBDC

Ernie Post Director Kutztown SBDC

Mark Quinn Acting District Director US SBA Philadelphia District Office

Tracy Reinsel Outreach Consultant Clarion SBDC

Mark Rentschler Technology and Strategic Planning Specialist Kutztown SBDC

Corry Riley Business Consultant Clarion SBDC

Vince Rocco Business Consultant University of Scranton SBDC

James Rodriguez Business Consultant & WEDnetPA Coordinator Kutztown SBDC

Kevin Roth Director Clarion SBDC

Michael Ryan Business Analyst Penn State SBDC

Diane Sandstrom Associate State Director Pennsylvania SBDC Lead Office

Dilip Shah Engineering Consultant/Project Manager Bucknell SBDC

Donna Simpson Consultant Manager University of Scranton SBDC

George Slook Business Consultant Widener SBDC

Matt Smallwood Business Development FreshBooks

Sonya Smith Budget Analyst Kutztown SBDC

Molly Snody Director of Business Advisory Services PA Credit Union Association

John Snyder Senior Business Consultant Gannon SBDC

Matt Sopher Business Computer Analyst Clarion SBDC

Lukasz Sperka Special Projects Business Consultant Gannon SBDC

Clyde Stoltzfus Director, Government Marketing Pennsylvania SBDC Lead Office

Ronald Story Business Consultant Widener SBDC

Steven Stumbris Director Bucknell SBDC

Peter Tulk Senior Business Analyst St. Vincent SBDC

Mike Unruh Director Shippensburg SBDC

Raymond Vargo Director University of Pittsburgh SBDC

Amy Wallace Regional Director MD SBDC

Pearl Wang-Herrera Incubator Manager Temple SBDC

Cherrill Wilson Associate Director Temple SBDC

Carrie Wintersteen Environmental Consultant – EMAP Pennsylvania SBDC Lead Office

Cheryl Young Consulting Manager Shippensburg SBDC

Keith Yurgosky Business Consultant University of Scranton SBDC

Pennsylvania SBDC Specialty Teams

Center International Trade Technology Shale Energy Bucknell

Steve Stumbris Maureen Hauck

Clarion Kate Hall Miranda Mease

Matt Sopher Amy Keth

Duquesne Brent Rondon Mary McKinney

Cynthia Laurash Christine Hughes

Gannon Jill Newcomer

Amanda Kochirka

Indiana Tony Palamone

Tony Palamone

Kutztown Martin Brill Carolina Martinez

Mark Rentschler Mike Grimm

Lehigh Cora Landis Mary Beth Zingone

David Dunn Mary Beth Zingone

Lock Haven Paul Caimi

Paul Caimi Nick Lentz

Penn State Maria Spencer

Maria Spencer Denise Bechdel

Saint Francis Ed Huttenhower

Jeff Boldizar Annette Chunko

Saint Vincent Vickie Gyenes Jim Kunkel

Tim Bates

Shippensburg Robin Burtner

Temple Darlene Atta

University of Pittsburgh Lindsey Gilkes

Joe Ciotti Lindsey Gilkes

The University of Scranton

Donna Simpson

Keith Yurgosky Gretchen Kukuchka

Wharton Therese Flaherty

Widener Glenn McAllister Jim Porter

Bruce Downing

Wilkes

Deanna Drako

EMAP and Lead Office

Sofia Ozol Jeremy Hancher

NOTES

NOTES

NOTES

Conference Area Map (2nd Floor)

General Session Room Steamtown Ballroom

Breakout Rooms

Casey Ballroom A, Casey Ballroom B, Blakely Breakout, Parlor F

Breakfast for Conference Attendees Breakfast will be served starting at 7:00 a.m. on Thursday (11/6) and Friday (11/7) in the lobby

of the conference area

Starbucks in the Lobby – 1st Floor Open 6:00 a.m. – 10:00 a.m. daily

Free Wifi in the Conference Areas

Password available at Pennsylvania SBDC registration desk

Complimentary 24 Hour Business Center – 1st Floor The business center offers 2 Mac and 2 PC computers, printers, and copiers for guest use

Tweeting?

Use #PASBDC in your posts and make sure to tag @PASmallBusiness!

Interested in sponsoring the 2015 Pennsylvania SBDC Small Business Growth Forum?

Contact Kelly Cofrancisco at kcofran@wharton.upenn.edu or (215) 898-1219

AGENDA AT-A-GLANCE 2014 Small Business Growth Forum

11/5/14 Wednesday (Business Attire)

11/6/14 Thursday

(Business Attire)

11/7/14 Friday

(Business Casual Attire)

7:00 a.m. Breakfast (CL) Breakfast (CL)

8:00 a.m.

Year in Review & Center Awards

8:30 – 9:30 a.m. (STB)

Off-site Tours 9:30 – 11:30 a.m.

1.) Manufacturer Tour 2.) Retail Walking Tour(s)

Lightning Talks 8:30 – 9:45 a.m. (STB) 9:00 a.m.

10:00 a.m. BREAKOUTS 10:00 – 11:45 a.m.

1.) Consulting Best Practices (CAS-A) 2.) Network Leadership Best Practices

(CAS-B)

11:00 a.m. Registration Opens (CL)

12:00 p.m.

Opening Lunch Buffet 11:30 – 12:30 p.m. (STB)

“Making It” Kick-off

12:30 – 1:15 p.m. (STB)

What’s New in Manufacturing Panel Discussion

1:30 – 2:30 p.m. (STB)

Plated Lunch 12:00 – 12:30 p.m. (STB)

Keynotes:

12:30 – 1:30 p.m. (STB) The Evolution of the Business Plan: How to advise clients in the cloud for growth

Political Update & Election Recap

Closing Plenary Session 11:45 a.m. - 12:00 Noon (STB)

1:00 p.m.

2:00 p.m. BREAKOUTS 1:45 – 3:45 p.m.

1.) Business Retention: Using Business Succession Planning and Employee Ownership to Keep Local Business Local (CAS-A)

2.) SBDC Client Social Media Success (CAS-B)

3.) Secrets of Buying, Valuing and Selling a Business (BLK)

3:00 p.m. BREAKOUTS 2:45 – 3:45 p.m.

1.) Business Planning in the Cloud: Help Clients Launch & Grow 30% Faster (CAS-A)

2.) Neoserra Updates & Q&A (CAS-B) Financing & Capital Acquisition Panel

Discussion 3:30 – 5:00 p.m. (STB)

4:00 p.m. DISCUSSION FORUMS 4:00 – 5:00 p.m.

1.) Technology (CAS-A) 2.) International Trade (CAS-B) 3.) Center Financial Management

(PF) 4.) Educational Programming (BLK)

5:00 p.m. Sponsors Cocktail Reception & Staff Awards

5:30 – 6:30 p.m. (CL)

6:00 p.m. Opening Dinner & Game Night (STB) Dinner on your Own in Scranton

All meetings will be held on the 2nd floor of the hotel.

(CL) Conference Lobby | (STB) Steamtown Ballroom (CAS-A) Casey Ballroom A | (CAS-B) Casey Ballroom B

(BLK) Blakely Breakout | (PF) Parlor F