The Florida Small Business & Entrepreneur Forum 2015
March 24 & 25 - Crowne Plaza Tampa Westshore - Tampa, Florida 

forum agenda

Preparing for Financial Growth and Success

Wednesday, March 25


7:30 - 8:30 AM    
Registration, Breakfast & Networking


8:30 - 8:35 AM    
Opening Remarks


8:35 - 9:30 AM    
Small Business Financing: Capital Raising Options for your Business

PANELISTS:

- DENISE CLEMENCE, Bay Cities Bank

- CHERYL GOWEN, Alternative Funding Options

- CHARLES LONG, U.S. Small Business Administration

- MICHAEL O'DONNELL, UCF Center of Innovation & Entrepreneurship

- SALLY OUTLAW, peerbackers.com

- CHUCK PAPAGEORGIOU, Ideasphere Partners (Moderator)


 

Small Business Owner Track 


9:45 - 10:45 AM      
Exploring Programs through Bank Loans and the U.S. Small Business Administration
PANELISTS:

- ROBERT CHAVARRIA, U.S. Small Business Administration

- JOANA FEIMI, GulfCoast Business Finance

- YANINA ROSARIO, FSBDC at the University of South Florida (Moderator)

- GARRY THOMAS, Florida Department of Economic Opportunity 

- GARRETT VONEYE, USAmeriBank
                                                         

10:45 - 11:30 AM    
What is the Current Lending and Investment Environment for Franchised Businesses?
PANELISTS:
- JAMIE KULAGA, Two Maids & A Mop (Moderator)
- MICHAEL MILDENBERGER, Funding Wonder

- RON HOLT, Two Maids & A Mop
- MARK KAYDO, Navy Federal Credit Union

- PAT DEERING, FranNet


11:30 - 11:55 AM    
Programs for Women Owned Businesses
SPEAKER:
- STACEY BANKS-HOUSTON,
Helen Gordon Davis Women's Business Centre


11:55 - 12:25 PM    
Programs for Veteran Owned Businesses
- SUE MILLER, Navy Federal Credit Union 

Start-Up and Entrepreneur Track 


9:45 - 10:15 AM     
Cash from the Crowd: Strategies for Successful Rewards-based Crowdfunding
SPEAKER:

- SALLY OUTLAW, peerbackers.com

10:15 - 11:15 AM    
Preparing and Positioning for Angel Investment
PANELISTS:

- DAVID CHITESTER, Florida Funders

- BLAIRE MARTIN, Florida Angel Nexus (Moderator)

- DOUG STORER, Night Runner

- CARL TRELEAVEN, Westlake Ventures, New World Angels 


11:15 - 11:35 AM

Strategies for Detecting and Avoiding the Pitfalls that can Lead to Bankruptcy

SPEAKER:

- ALBERTO GOMEZ, JR., Johnson Pope


11:35 - 12:25 PM    
Are you Prepared for Venture Capital Investment?
PANELISTS:

- DAVID CHITESTER, Florida Funders

- KATHY CHIU, Florida Angel Nexus

- IRV COHEN, Innovations Capital Group

- DIANA HAYES, Trenam Kemker (Moderator)

12:30 - 1:30 PM    
Networking Luncheon and Keynote Presentation


Keynote Speaker:

- CARI COATS, Executive Director, Center for Advanced Entrepreneurship at Rollins College

Small Business Owner Track  


1:30 - 2:15 PM

Raising Capital On-Line using Marketplace Lending and Crowdfunding
PANELISTS:
- ROLAND CHASE, Hill Ward Henderson
- TOM EDWARDS, TJ Edwards Group (Moderator)

- MICHAEL MILDENBERGER, Funding Wonder
- SALLY OUTLAW, peerbackers.com     
                                                     

2:15 - 2:40 PM     
Programs for Hispanic Owned Businesses
SPEAKER:

- LEONELA COLE, Hispanic Business Initiative Fund

2:40 - 3:25 PM    
Discover the Secrets of Small Business Legal Tax Avoidance and Liability Protection Strategies
SPEAKERS:
- TODD UNBEHAGEN, Unbehagen Advisors
- JOE RUSSO, Donnelly & Russo


3:25 - 4:05 PM

50 Shades of SBA: Taking Control of your Loan Submission

SPEAKER:

- DENISE CLEMENCE, Bay Cities Bank


4:05 - 4:45 PM    
Programs for Minority Owned Businesses
PANELISTS:
- LYN BLAISE, Access Florida Finance Corporation
- ALBERT LEE, Tampa Bay Black Business Investment Corporation
- DUANE LEWIS, BBIF Florida
- LATANYA WHITE - Open Book Innovation Institute for Minorities (Moderator)


4:45 - 5:30 PM     
Escaping Financial Pitfalls: Saving Money by Avoiding Common Mistakes

PANELISTS:

- ALI WALTER, Ali Ann & Co. (Moderator)

- SAMANTHA ABRAHAM, My Paper Pusher

- CHRISTOPHER BLEAKLY, One Payment US

- JOYCE FRUSTACI, Juice Marketing & Design
- ASHLEY JOHNSON, Ameriprise Financial Services

- CARRIE RUTTER, Combined Worksite Solutions 


Start-Up and Entrepreneur Track 


1:30 - 2:20 PM    
Intellectual Property: How to Protect and Monetize your Ideas and Inventions
PANELISTS:

- JEFF BOYLES, Allen, Dyer, Doppelt, Milbrath & Gilchrist

- RICH EHRLICKMAN, IPOfferings

- BRITTANY MAXEY, Maxey Law Offices (Moderator)
- CHARLES MURRAY, PPi Technologies

- JARETT RIEGER, Moffitt Cancer Center


2:20 - 2:45 PM    
Hire Right: Grow Your Business by Hiring the Right Talent
SPEAKER:

- SUZI LEMEN, Dynamic Corporate Solutions

2:45 - 3:45 PM    
Invoice Factoring, Asset Based Lending, Payroll Funding, Unsecured Business
Loans and Inventory Financing
PANELISTS:

- CHERYL GOWEN, Alternative Funding Options

- JEFF MITCHELL, Crestmark
- DARREN PALESTINE, Crossroads Financial

- DOUG SCHMITZER, OnDemand Capital


3:45 - 4:20 PM    
FEATURED SPEAKER

How to Become a Key Person of Influence

SPEAKER:

- TOPHER MORRISON, Key Person of Influence - USA



4:20 - 5:05 PM

Exiting Your Business & Protecting Your Wealth:  Strategies for

Business Owners & Advisors

SPEAKERS:

- CAROL JOHNS, FSBDC at Hillsborough County Entrepreneur Collaborative Center

- JOHN WOBBLETON, Strategic Advisors, Inc.   


5:45 - 6:45 PM
The Florida Small Business Forum Cocktail Reception


Keynote Speaker:

- CHRIS RADACK, CMO, Rockwell Watches; Former Owner, iCandy


Tuesday, March 24



1:00 - 3:00 PM 
Pre-Conference Workshop: HR Essentials
In the HR Essentials Workshop we’ll cover the basic information your business needs to stay in compliance with laws and regulations when it comes to hiring, training, and firing your employees. Learn where your company stands in regards to FMLA, ADA, USERRA, and many other regulatory entities. Learn what notes to take, what forms to keep, and how to protect your employee records.



  • Structure of the HR Function
  • Employment Law & Regulations
  • Workforce Management
  • Business Acumen


Workshop Facilitator:
- SUZI LEMEN, Dynamic Corporate Solutions                                                 



3:00 - 3:15 PM

Networking Break



3:15 - 5:15 PM 
Pre-Conference Workshop: Developing a Strong Business Plan
A strong and detailed business plan outlining your projections for the next 3 - 5 years is essential when exploring investment and financing options. Don't miss this special pre-conference workshop designed to outline the steps necessary to develop your business roadmap. This interactive session will give you the tools to help make your business plan stand out.


  • Executive Summary
  • Market Analysis
  • Financial Projections
  • Preparing for Funding Requests
  • Sales & Marketing Plans
  • Writing an Effective Business Summary
  • Avoiding Legal Pitfalls
  • An Investor's Perspective


Workshop Facilitator:
- ALI WALTER, Ali Ann & Co.


Workshop Faculty:

- JOE RUSSO, Donnelly & Russo

- CARL TRELEAVEN, Westlake Ventures, New World Angels

- LATANYA WHITE - Open Book Innovation Institute for Minorities