Presented in partnership with Citibank, Bay Area Development Company,
East Bay Business Times, County of Alameda GSA, City of Oakland,
and the Oakland Metropolitan Chamber of Commerce
Tuesday, September 25
12:30pm - 7:00pm
Oakland Museum of CA
1000 Oak Street
Oakland, CA 94607
Raj George, Director, Cal State East Bay SBDC
Darlene McKinnon, Acting District Director, U. S. Small Business Administration
Scott Stokes, Area Manager, Citibank
Leslie Littleton, District Director, Office of U. S. Congresswoman Barbara Lee
Presenter:
Steve Roth, Lead Consultant, Cal State East Bay SBDC
Presenters:
Jim Baird, CEO, Bay Area Development Company
Michael Dorsey, Managing Director, JPMorgan
Anita Stephens Graham, General Partner, Opportunity Capital Partners
Steve Martinez, Regional Business Banking Manager, SF Bay Region, Citibank
Kausik Rajgopal, Partner, McKinsey and Company
Keith Spears, Vice President, Investments, Hamilton Lane
Moderator:
Steve Roth, Lead Consultant, Cal State East Bay SBDC
Concurrent Sessions
This session is a must for any small business owner interested in securing a bank loan, leasing equipment or refinancing existing debt.
Presenters:
Steve Bangs, Lead Lender Relations Specialist, U. S. Small Business Administration
Francine Boards, Senior Vice President and SBA Division Officer, One California Bank
Roberto Costa, Lending Officer, OBDC Small Business Finance
Michael Hill, Area Business Banking Manager, Citibank
Evelyn Huang, Microloan Program Director, Lenders for Community Development
Jeffrey Lenches, Business Banking Manager, Wells Fargo
Geoff Roach, Member, Keiretsu Forum
Moderator:
Kelly Huang, Consultant, Cal State East Bay SBDC
-or-
Buying or selling a business can be a is a once in a lifetime event, so it is vital to get all of the details right. Hear from experts on how to price, negotiate and finance a deal.
Presenters:
Nathan Bennett, Owner, Summit Financial Group, LLC
Rick DuBois, Assistant Vice President, Community Bank of the Bay
Cynthia Hansen, Attorney, Wendel, Rosen, Black & Dean LLP
Chad Means, Area Business Banking Manager, Citibank
Dennis Middleton, CPA, Principal, Middleton & Middleton
Rick Ohlrich, Lead Consultant, Cal State East Bay SBDC
Alan Wyosnick, Business Banking Manager, Wells Fargo
Moderator:
Steve Roth, Lead Consultant, Cal State East Bay SBDC
-or-
This session is a must for any non-profit Executive Director or Development Director interested in growing their organization. Engage with a panel of experts and hear both funder and practitioner perspectives in obtaining non-profit capital.
Presenters:
Fernando Alvarez, Vice President, Community Capital Associates, Inc.
Georgette Bhathena, Community Relations Officer, Citibank
Nancy Brimhall, Principal, Brimhall and Associates
Jacob Harold, Program Officer, Hewlett Foundation
Kristine Haskett, Director of Development, San Jose Jazz
Christine Roth, Director of Development, Hospice of Napa
Moderator:
Assemblymember Wilma Chan (ret.), Legislator-in-Residence, UC Berkeley Institute of Governmental Studies
Concurrent Sessions
This session is designed for companies that are profitable, cash flow positive, and looking for expansion capital.
Presenters:
Asad Anwer, Area Business Banking Manager, Citibank
Jim Baird, CEO, Bay Area Development Company
Michael Elkin, Assistant District Director for Entrepreneurial Development,
U. S. Small Business Administration
Clay Jones, President, New Resource Bank
John Palmer, General Partner, Hanover Partners, Inc.
Mark Perutz, Investment Professional, Bay Area Equity Fund at JPMorgan
Steven Swernofsky, President, Swernofsky Law Group PC
Moderator:
Paula Groves, Consultant, Cal State East Bay SBDC
-or-
In this interactive session, learn the do's and don'ts of preparing a successful business plan for your company.
Presenters:
Patrick Ciccarelli, CEO, Varsity Technologies
Travis Engstrom, Owner, North Star Precision Mapping
Robyn Fisher, President, R. T. Fisher & Associates
Lucy Leahy, Founder and CEO, Glow Beverages
Chad Means, Area Business Banking Manager, Citibank
Rick Ohlrich, Lead Consultant, Cal State East Bay SBDC
Eileen Tichane, President, FabricBanners
Moderator:
Steve Roth, Lead Consultant, Cal State East Bay SBDC
Remarks:
Hon. Keith Carson, Alameda County Supervisor, District 5
Doug Maclean, Office of California Assemblymember Sandré Swanson
Mohammad H. Qayoumi, Ph.D., President, California State University, East Bay
Jim Baird, CEO, Bay Area Development Company
Grand Prize Drawing:
One lucky attendee will be awarded a pair of tickets to a production of their choice by the Berkeley Repertory Theatre during their 2007-08 40th Anniversary Season, compliments of Citibank
Beers by Anderson Valley Brewing Company
Jazz compliments of students from the Cal State East Bay Department of Music
Advance Registration: $50
At the Door: $75
