RVBRF 2018

2018 ROGUE VALLEY BUSINESS
RESOURCE FORUM

IN CONJUNCTION WITH

THE GOVERNOR' S  MARKETPLACE

HOSTED BY SOUTHERN OREGON UNIVERSITY'S
SMALL BUSINESS DEVELOPMENT CENTER

October 26, 2018 -- 7:30 am - 4:30 pm

ABOUT THE OREGON PROGRAM
GOVERNOR'S
Continental Breakfast
MARKETPLACE Exhibitor Hall Room 127 B

The Governor’s Marketplace is intended for all Provided By
business owners who are interested in learning The Governor's Marketplace
about resources available through the State of
DEPARTMENTS OF
Oregon. Agencies will present public ADMINISTRATIVE
contracting opportunities, solutions to sustain
and retain employees, how to access capital, SERVICES, 
and the various State services available to local COBID, & 
small businesses. For the first time in its sixteen DHS/OHA
year history, the Rogue Valley Business Resource
Forum welcomes The Governor's Marketplace. 8:00 - 9:00 AM -- Room 132

YOUR PRESENTERS

Jason Bricker
COBID Compliance Specialist

Kelly  Stevens-Malnar OREGON SECRETARY
ORCPP Program Coordinator OF STATE'S OFFICE &

Brenda Pearson GCAP
DHS/OHA Business Outreach & Procurement
9:00 - 10:00 AM -- Room 132
Ruth Miles
Small Business Advocate
Oregon Secretary of State's Office

Steve Spilker REGIONAL
GCAP Procurement Counselor CONTRACTING
OPPORTUNITIES
Working With Southern Oregon University
 Southern Oregon University
Brian Kinsey 10:00 - 10:15 AM -- Room 132
Director, Service Center
Southern Oregon University

ROGUE VALLEY BUSINESS
RESOURCE FORUM

EXHIBITOR FAIR Plenary Presentation: Creating Zeal
AND NETWORKING
Trever Yarrish -- Room 132
10:15 - 10:30 AM  -- Room 127B "You never get a second chance to make a great first
impression." Learn some key distinctions that will empower
you to create amazing experiences for your customers,
team members, and any other persona that comes in
contact with your brand. This talk is guaranteed to make a
difference in your business and help set you apart from

anyone else in your field. 

 ABOUT TREVER YARRISH

FORUM PLENARY                                        Trever’s drive and       
                                       passion for creating   
Creating Zeal                                        amazing experiences 
Trever Yarrish, Presenter                                        for other people have 
10:30 - 11:30 AM -- Room 132                                        led him on some         
                                       incredible                   
EXHIBITOR FAIR                                        adventures: 
AND NETWORKING from performing for people on stage to starring
in a film; from serving coffee as a barista to
11:30 - 11:45 AM  -- Room 127B becoming the Marketing Director of Dutch
Bros. Coffee; from marketing director to co-
founder of the marketing company Define Your
Edge; from being a childhood programmer with
a passion for design to co-founding the
software development company Zeal.

TRACKS ONE THROUGH THREE

Offered Simultaneously
11:45 AM - 12:45 PM

Key Concepts for Business Planning 

Leo Hull -- Room 118
Struggling with creating a business plan? Start with
developing the most critical areas--what to do first,
areas of focus, and how to develop the business model. 

Navigating the Employment Life-Cycle  TRACK ONE 

Heidi DeRoule -- Room 119 Key Concepts for Business Planning
From recruiting to hiring to onboarding and all the Leo Hull, Presenter 

way to termination, there are compliance hurdles 11:45 AM - 12:45 PM -- ROOM 118
employers face. Learn the basics of employment law,
TRACK TWO
what pertains to you as an employer, and best
practices for building your workforce.  Navigating the  Employment Life-Cycle
Heidi DeRoule, Presenter
The Relentless Habits of Leaders,
Entrepreneurs, and Business Icons 11:45 AM - 12:45 PM - ROOM 119

Char Hodel -- Room 120 TRACK THREE
When adopted and with the right amount of energy,
The Relentless Habits of Leaders,
these key habits can move a business (and an Entrepreneurs, and Business Icons
entrepreneur) forward.
Char Hodel, Presenter
11:45 AM - 12:45 PM - ROOM 120

EXHIBITOR FAIR AND LUNCH 

Room 127B
12:45 - 1:15 PM 

TRACKS FOUR THROUGH SIX

Offered Simultaneously
1:15 - 2:15 PM

Your Website Is Losing Money!

Brandon Kirkland -- Room 118
Focusing on how to get your customers to convert into

sales, learn the psychology and science of why your
website isn't making sales and how to fix it. 

TRACK FOUR Business Strategy Made Visible:
The Business Model Canvas 
Your Website Is Losing Money!
Brandon Kirkland, Presenter  Tim Root -- Room 119
1:15 - 2:15 PM -  ROOM 118
A visually engaging way to develop your business
TRACK FIVE strategies without writing a formal business plan.

Business Strategy Made Visible: Business Finance Panel
The Business Model Canvas
Tim Root, Presenter Join local financing leaders Dorian Corliss, Thomas
1:15 - 2:15 PM - ROOM 119 Knox, Blair Sundell, and Joel Wilder to learn where to

TRACK SIX find the financial assistance you need to keep your
business healthy.
Business Finance Panel
Dorian Corliss, Thomas Knox, MARKETING PANEL
Blair Sundell, and Joel Wilder, Presenters
Getting Smart With Social:
1:15 - 2:15 PM - ROOM 120 Posting With a Purpose

MARKETING PANEL Rachel Koning
Learn to make your social media marketing work for
Rachel Koning and Jim Teece you, and not the other way around. Take away tips
 Presenters include delivering your social media messages with a
purpose, and driving conversions with planned posts
2:15 - 4:00 PM -- Room 132 that make sense for your business and target market.
Get started on your own content calendar to begin
organizing your posts and reaching your business
goals.

Internet Marketing Ins & Outs

Jim Teece
A refreshing and inspirational look at how to effectively
get started in internet marketing and take your
strategies to the next level.

2018 FORUM SPONSORS

TITLE SPONSORS

MAJOR SPONSORS

School of Business

CONTRIBUTING SPONSORS

Ashland Chamber of Commerce

2018 FORUM SPEAKERS

Jason Bricker is a Compliance Specialist with Business Oregon’s COBID. His perspective
as a previous business owner, community leader, and active engagement in Oregon’s
diversity and inclusion goals help to excel Business Oregon’s initiative to promote an
economically prosperous and diverse Oregon. When not collaborating with business

representatives, he spends his time working toward his college degree, working his farm,
raising his family, and flying.

Kelly Stevens-Malnar has been with the State sixteen years, currently managing
Oregon’s Cooperative Procurement Program and Small Business Programs at the
Department of Administrative Services, Procurement Services. She is an instrumental
State resource on valuable and creative ways to use Oregon’s #1 e-procurement system
– ORPIN. Kelly brings to the state fifteen years high-tech private-sector product marketing

and five years of operating her own brokered goods business in Phoenix, AZ.

With 18 years of experience running small businesses to add to her nine years of service in
the Legislative branch, Ruth Miles understands first-hand the challenges entrepreneurs face.

As Oregon’s inaugural and chief advocate, she’s crisscrossed Oregon to visit with business
leaders, associations, chambers of commerce and community partners to hear their concerns

about getting caught in red tape. As the Tribal Liaison for Secretary of State, Ruth oversees
agency relations with Oregon’s nine federally-recognized tribes. She works continuously to
improve communication between the Secretary of State and tribal sovereign governments.

Steve Spilker brings many years of government business experience to his role as GCAP's
primary GSA business counselor. Prior to joining GCAP, his private consulting firm specialized

in proposal preparation, negotiation, and marketing of GSA Federal Supply Schedule
contracts for small and large corporations. Steve has attended numerous SBA and GSA
seminars and specialized training classes on government contracting brings his experience
with Rogue Community College's SBDC where he's a "Next Level" business counselor.

Brian Kinsey has not only been working for Southern Oregon University for over fifteen
years, he is also an alum, having received his Bachelor's degree in History in 2002 and
Masters in Management in 2009. Through the years, Brian has worked in multiple campus
departments, including Admissions and Enrollment Services. Most recently as the Director
of the Service Center, his focus has been on creating a service driven department designed
to help departments meet their business and administrative goals. One primary area of

focus is university procurement and contracting.

With over 25 years of experience in the financial services industry, Leo Hull brings his
experience to work as a Financial Advisor at Umpqua Investments. Prior to joining

Umpqua, he worked as a Financial Advisor with Morgan Stanley, assisting clients with
developing investment strategies. Leo has previously held the titles of Commercial Loan

Officer, Investment Licensed Banker, Senior Performance Measurement Analyst,
Commercial Credit Analyst and Financial Advisor. Leo started, operated, and sold three
successful restaurants and combines his real world experience to provide his clients with

creative solutions.

Heidi DeRoule has over twenty years of business management experience, including
operations management, risk management, labor relations, human resources, strategic
planning, and small business ownership. She holds her Senior Professional in Human
Resources (SPHR) and SHRM-Certified Senior Professional (SHRM-SCP) credentials, a
Bachelor's degree in Business Administration from Southern Oregon University and an
MBA from Washington State University with a concentration in marketing.

As Vice President of Member Services and Business Development for The Chamber of
Medford/Jackson County, Charlotte "Char" Hodel has worked with small, medium and
large businesses. With degrees in Communications and Specialization in Vocal
Performance, Char has become known for her enthusiastic, creative and effective
positions in Public Relations, Business and Member Relations, Community and Economic
Development and Public Affairs. Prior to moving to Oregon, she was the Assistant State
Director of the Arizona Science and Technology Festival for four years and holds
credentials from the US Chamber of Commerce & Loyola Marymount University.

Brandon Kirkland is the founder of epicShops.com and has been in business for nine
years. epicShops.com has 6 employees and besides managing 70+ eCommerce websites
each month, they create unique web apps that help eCommerce companies and aide them
with their online marketing. epicShops.com focuses everything on a new science, CRO
(conversion rate optimization), which Brandon feels every single online business should
understand and use.

Tim Root is a Managing Consultant for the Oregon Manufacturing Extension Partnership,
a non-profit consulting firm that supports small and middle sized manufacturers in Oregon
and co-owns Eden Valley Orchards and Edenvale Winery in Medford. With 35 years of
experience in business ownership including Sabroso Company, now part of Tree Top, and
Pacific Pure-Aid Company, now part of Symrise and as one of 14 business consultants in
OMEP, Tim helps Southern Oregon manufacturing companies increase profits, deliver
products on time, grow sales and recruit and train skilled workers.

Dorian Corliss has worked with the SBDC since 2010 as an Small Business Management
and Next Level Plan Advisor offering his expertise in financial matters. He has been a CEO
of three different banking institutions in the Pacific Northwest, and was instrumental in the
formation of two of those banks. Additionally, as a small business owner, Dorian developed
a water toy, and with two other partners created Water Sports Inc. to manufacture and
market the "Dip Stik."

Blair Sundell is a Finance Officer with Business Oregon who partners with entrepreneurs
and banks to provide businesses with greater access to capital. As a long-time Southern
Oregon resident, SOU graduate, ex-commercial lender and two-time business owner, Blair
has an understanding of the role small businesses play in supporting a local community.
With his business and lending experience, Blair is passionate about bridging the gap so
that businesses can access the financing they need to promote economic growth.

Thomas Knox was educated in the English state education system, University in Wales,
played soccer and glanced at economics and economic history books. Entered Banking

after graduation and achieved Associate of Chartered Institute of Bankers. In London
worked in the New Issue Market, Investment Management, International Debt (or “Third

World “), and specialized in warm-beer sampling. In USA re-started as Teller, New
Accounts, Branch Service Officer, Business Loans. A small business lender with SBA

focus for almost 25 years.

Joel Wilder has over 18 years of experience in the financial industry. Over this period,
he has originated a variety of consumer and commercial loans, managed a team of

mortgage lenders, created and managed a centralized commercial underwriting division
for PremierWest Bank and developed and implemented a small business lending

chanTnheel foGroRvoegruneoCr'rsedMit aUrnkioentp. Tlaocdeay Joel is Business Relationship Manager with

Rogue Credit Union. He has a B.A. in Business from the University of Washington
Foster School of Business and an MBA from SOU.

A native to Southern Oregon, Rachel Koning's experience behind the social
media curtain spans over a decade. Her professional background includes

several years managing digital marketing programs for businesses across the
US, and presenting workshops for groups and businesses looking to “up” their

social media games.

Jim Teece is a local parallel entrepreneur and community leader. He is the president,
CEO and co-founder of Project A, a technology business, which provides

comprehensive business solutions including web design, e-commerce software, e-
government tools, content management system, mobile apps for both Android and
Apple products, custom software and web hosting. He is also the president and CEO of
Ashland Home Net, chief technology officer and co-founder of Art Authority, LLC, as

well as creator of Ashland TV 20, Rogue Broadband, and a multitude of other
specialized technology projects.

SOU SBDC STAFF

Marshall Doak Tyler Hokama Keeley Kirkendall Todd Tippin Jack Vitacco
Director Business Advisor Business Advisor Business Instructional Business Advisor
[email protected] [email protected] [email protected]
[email protected] Advisor
Bridget Whitehead [email protected]
Data Analyst
Fred Arnett Marilyn Zimmers
Business Advisor [email protected] Client Services Splst.

[email protected] [email protected]

2018 FORUM EXHIBITORS

City of Ashland Business Oregon
Home to both the Oregon Shakespeare Helping Oregon businesses locate, grow, export,
Festival and SOU, Ashland is a center for and expand.
art, outdoor activities, and great food.
Oregon Health Insurance Marketplace
City of Medford At least three private health insurance plans through
An outstanding, livable community, HealthCare.gov are available in every Oregon
Medford has grown from a small town county, and in some areas as many as 37 plans are
with unpaved roads to the largest city in available.
Southern Oregon.
Oregon Certification Office for Business
Oregon Construction Contractors Board Inclusion and Diversity (COBID)
Offering continuing education classes Provides certified firms a fair opportunity to
throughout Oregon based on CCB laws, compete for government contracts regardless of
regulations, and best business practices. owner ethnicity, gender, disability, or firm size.

Medford Chamber of Commerce Oregon Manufacturing Extension Partnership
A priority of the Medford Chamber is to Helping manufacturers across the state overcome
create a stronger local economy. Over business challenges, create sustainable operating
1,500 members are working together to systems, realize daily improvement, and long-term
achieve this goal. results.

Oregon Procurement Services Oregon Government Contract Assistance
(ORPIN)
Procurement and contracting information Assists Oregon small businesses obtain
issued by the State of Oregon, local government contracts.
governments, and political subdivisions.
Oregon OSHA
Rogue Co-Ops Dedicated to improve workplace safety and health.
A collaboration of four Southern
Oregon/Northern California co-ops. Oregon Association of Minority
Entrepreneurs
SOU Outreach and Engagement An all-inclusive organization, OAME's mission is
Connecting the University's resources with to promote and develop ethnic entrepreneurship.
the needs of the community.
Rogue Community Health
Oregon Workers Compensation A non-profit patient-centered medical home
The Workers' Compensation Division that offers medical, dental, behavioral health,
administers, regulates, and enforces the laws pharmacy, lab and other health services.
and administrative rules governing Oregon's
workers. SAIF Corporation
Oregon's not-for-profit state chartered workers'
Oregon Secretary of State compensation insurance company.
Business Services Division
Centralizing services for the Secretary of Ashland Chamber of Commerce
State's office, ensuring the agency's Leading its community by taking a prominent
businesses run efficiently. role in helping member businesses prosper.

Oregon Dept of Revenue Talent Maker City
Funding over 30 public service programs by A non-profit organization based in Talent,
administering Oregon tax laws. Oregon, that seeks to drive local economic
opportunity and cultural/economic innovation.
Oregon Dept of Consumer &
Business Services Women Entrepreneurs of Southern Oregon
Oregon’s largest consumer protection and Dedicated to supporting women entrepreneurs
business regulatory agency. and business owners.

Oregon State Treasury/Oregon Saves Oregon Dept of Transportation
Making it easier for Oregon employees to ODOT develops programs related to Oregon's
save for retirement by minimizing small major infrastructure network.
business involvement with retirement plans.
SOU Online MBA Program
Southern Oregon University Focus your studies on accounting, business
Small Business Development Center analytics, or marketing 100% online.
One-on-one advising, hosts the data analytic
Market Research Institute, and sponsors the
Small Business Management class.

Programs and services are provided to the public on a non-discriminatory basis. Language assistance services are
available for limited English proficient individuals as well as reasonable accommodations for persons with disabilities
if requested at least two weeks in advance. Contact Marilyn Zimmers, Client Services Specialist, SOU SBDC, 101 S.
Bartlett Street, Medford, OR 97501. Phone (541) 552-8300.