Full Conference Program

39 Pages·2016·1.73 MB·English

by  Kate Baker

2016 STAFF TRAINING CONFERENCE
PROGRAM

HOTEL & CONFE RENCE CENTER
LAKE GEO RGE, NY

JOB ONE……IT’S ALL ABOUT THE CLIENT!
Welcome to Staff Training 2016!

The Mid-Hudson SBDC is happy to host this year’s event and have included the following
in your Welcome Packet:

Meal Tickets
Meal Tickets will be required at all conference meals. Please have them with you.

Conference Program
Pertinent Conference Information including: Conference Schedule, Program Descriptions,
Speaker Bios and Awards Contenders.

Name Tag
Please wear your Name Tag to all Conference Events. It is required to enter all venues.

Conference Schedule
Conference Schedule including the Break-Out Sessions you have registered to attend.

If we can be of any assistance during your stay, please feel free to check in
with us at the Conference Registration located in the Warren Room.

Arnaldo Sehwerert – Center Director

Sam Kandel – Advanced Certified Business Advisor

Jean Morris – Business Advisor

Cathy Terrizzi – Certified Business Advisor

Cynthia Clune – Certified Business Advisor

Al Griggs – Certified Business Advisor

John Moriarty – Certified Business Advisor

Ellen Iversen – Program Coordinator

1
Welcome to Staff Training 2016 – Job One…It’s All About The Client.
We have put together a program which we hope will meet your expectations for continuous growth and
professional development. These are challenging and exciting times for the NY SBDC as we continue to
grow and adapt, while always remaining motivated and responsive to the needs of our number one
priority; our clients.
Over the next few days you will have the opportunity to hear exciting speakers who will assist in honing
your already plentiful skills as we continue to evolve and continuously improve our ability to advise,
counsel, train, and cope with an ever evolving world. We hope you will also find time to network with your
NYS colleagues, learn from their experiences and make new friends. Don’t forget to meet our special
guests from ITESO-Mexico as well as from other state programs right here at home. Their perspective
always makes for interesting conversation.
There are many beautiful spots in our state, but Lake George is one of the most bountiful in that respect.
Experience the magnificent lake, the many hiking trails, the shop and outlets, the always enticing
watering holes and, of course, all the amenities of the Fort William Henry Resort. They are there to make
your stay a memorable one. Please feel free to let me and my staff know if there is anything we can do
to make your time with us even better. Enjoy Staff Training 2016.
Best regards,

Arnaldo Sehwerert, Ph.D.
Regional Director
Mid-Hudson SBDC

2
3
4
A special thank you to our sponsors:

5
Sunday - May 15 - Conference Schedule

Start End
Welcome
Time Time
Conference Registration

2:00 PM 9:00 PM
Warrensburg Room

When 2016 NYSBDC Golf Open
1:00 PM It's Top of the World Golf Course
Over! 441 Lockhart Mountain Road, Lake George, NY 12845

Welcome Dinner

5:00 PM 9:00 PM Fort William Henry Hotel & Conference Center
The White Lion Dining Room

6
Monday - May 16 - Conference Schedule
Start End
Core Advanced Specialty Staff
Time Time
Conference Registration
7:00 AM 4:30 PM
Warrensburg Room

Zumba Gold Class
6:30 AM 7:15 AM Taught by Loretta Kaminsky
Low Impact - All Athletic Abilities Welcome - Albany Room
Breakfast/Plenary Session
7:00 AM 8:45 AM Jim King - State of the SBDC
The White Lion Dining Room
8:45 AM 9:00 AM Break
EntreSkills
Int'l Trade Constant
Kathy Angel Investing
Various Contact
9:00 AM 10:15 AM Fitzmaurice Joe Richardson
Lake George Erik Bunaes
Edward Blake Lake George North
South Blue Mountain
Long Lake
10:15 AM 10:30 AM Break
Social Cybersecurity
NYS Taxes Accreditation
Enterprises Tyler Wrightson
10:30 AM 11:45 AM Mwisa Chisunka Mary Hoffman
Myriam Bouchard Lake George
Long Lake Blue Mountain
Lake George North South
11:45 AM 12:00 PM Break
Lunch/Plenary Session
12:00 PM 1:45 PM Pat MacKrell - NYBDC
The White Lion Dining Room
1:45 PM 2:00 PM Break
MQS MWBE
Factoring Time Mgmt.
Brian Goldstein Various
2:00 PM 3:15 PM Andy Allaire Myriam Bouchard
Al Sher Lake George
Lake George South Long Lake
Blue Mountain North
3:15 PM 3:30 PM Break
BBB
Marketing FAST Program Strategic Plan
Hank Sokol
3:30 PM 4:45 PM Paul Furse Various Mary Hoffman
Warren Clark
Lake George North Long Lake Lake George South
Blue Mountain
4:45 PM 6:00 PM Break
Welcome Reception
6:00 PM 7:00 PM Honoring Our Guest from ITESO Mexico / Brett Hamsik - US Department of State
Fort Edward Room
Client Award Dinners
7:00 PM 9:00 PM
The Lake George Room
7
Tuesday - May 17 - Conference Schedule
Start End
Core Advanced Specialty Staff
Time Time
Conference Registration
7:00 AM 12:00 PM
Warrensburg Room

Zumba Gold Class
6:30 AM 7:15 AM Taught by Loretta Kaminsky
Low Impact - All Athletic Abilities Welcome - Albany Room
Breakfast/Plenary Session
7:00 AM 8:45 AM Tom Morley -Strategic Plan
The White Lion Dining Room
8:45 AM 9:00 AM Break
Fin. Projections WIX Veterans Pgms. Social Media
9:00 AM 10:15 AM Sam Kandel Adam Wozney Robert Piechota Various
Long Lake Lake George North Blue Mountain Lake George South
10:15 AM 10:30 AM Break
Research Net. Blue Economy Real Estate WIX
10:30 AM 11:45 AM Various Various Various Adam Wozney
Blue Mountain Lake George South Long Lake Lake George North
11:45 AM 12:00 PM Break
Lunch/Staff Awards
12:00 PM 3:00 PM Brandon Napoli, VEDC
The White Lion Dining Room
3:00 PM 6:00 PM Free Time
Buffet Dinner
6:00 PM 9:00 AM
The White Lion Dining Room

8
Wednesday - May 18 - Conference Schedule
Start End
Core Advanced Specialty Staff
Time Time
Zumba Gold Class
6:30 AM 7:15 AM Taught by Loretta Kaminsky
Low Impact - All Athletic Abilities Welcome - Albany Room
Breakfast/Plenary Session
7:00 AM 8:45 AM Jim King - Accreditation
The White Lion Dining Room
8:45 AM 9:00 AM Break
Advisors Forum Co-Working + Staff Forum
FRANnet
Various Freelancing Frances Villavicencio
9:00 AM 10:15 AM Frank Dunne
Lake George Frank Cetera Patricia Demarco
Blue Mountain
South Lake George North Long Lake
10:15 AM 10:30 AM Break
Advisors Forum Export Staff Forum
Social Media
Various Funding Frances Villavicencio
10:30 AM 11:45 AM Amelia Birdsall
Lake George Erin Cole Patricia Demarco
Lake George North
South Blue Mountain Long Lake
Lunch To Go
11:45 AM 2:00 PM
The White Lion Dining Room

See You Next Year!

9