2019 Presenters

Doing The Job vs. Running the Business

Sunny Burden
Sunny’s Diner
SunnysDinerNW.com

Sunny's Bio
Sunny Burden, a local business woman, immigrated at the age of 11, with her family and spoke no English at that time.  She quickly assimilated to her new home and excelled in school and the community.

She started working in the family restaurant business at a young age and developed her love for the restaurant business.

After graduating from the University of Oregon, Sunny worked in management for Target, K-Mart, Boston Market and later for Starbucks each with greater and greater areas of responsibility.  In her position with Starbucks, Sunny was hand picked to be part of a team for the opening of the first company operated Starbucks in China.

Sunny currently is a partner and owner  of a group of 9 restaurants including Baja Fresh, Golden Corral, and Sunny’s Diner.

Sunny’s proudest accomplishment is being mother to 3 wonderful children, who live with her in their West Linn home.

Doing The Job vs. Running the Business

Sarah Wang
GoodMoon
TheGoodMoon.com

Sarah's Bio
Sarah Wang left a six-figure paying job to be a stay home mom after her second child was born. Being a mom, she thoroughly enjoys nurturing her kids with health foods, her habits of reading food labels and researching healthy food ingredients have consistently challenged her to create home made healthy foods for her children. When both of her kids started school, she launched her business – GOODMOON that provides healthy snacks inspired by Moon Cake- a traditional red bean paste treat from her youth with her girlfriends. Within a short 12 month period, their products have been sold in 35 local retail stores including Elephants Deli, New Seasons, Market of Choice and such, her products and experiences have attracted Shark Tank’s attention to talk.

Doing The Job vs. Running the Business

Marilyn Scott
SCORE
PortlandOR.Score.org

Marilyn's Bio
Marilyn Scott holds a Masters degree in Social Science from the University of Evansville, Indiana.  Her professional background is focused on communication, employee development and organizational dynamics. Before assuming a management position at Intel in Hillsboro, her career included managing employee and organizational development for the American Red Cross Southwest Region in Texas and Oklahoma, and owning her own consulting business, MK Scott Consulting and Training. She has consulted with many nonprofit organizations, government agencies, and small businesses. Since retiring from Intel in 2010, she has volunteered for SCORE,
counseling and mentoring entrepreneurs, small businesses and nonprofits. She is currently District Director for Oregon and SW Washington, overseeing operations of five SCORE chapters with 200+ volunteer members.

Biz Dev and Financial Statements

Karin Conrad
1525, Inc.
1525.co

Karin's Bio
I’m on a mission to build an empire!  (That’s why I need to understand my financial statements!)
 
And not just a money making empire – but a socially responsible, ethically run, fun and goofy (cuz that’s how I roll) empire. 
 
I along with my team understand that we are not selling you product.  We are solving problems!  We are helping you achieve goals!!  We are helping you to look good with successful programs. 
 
A t-shirt isn’t just a t-shirt.
 
A little about me:
 
I have a marketing degree from Santa Clara University, and a PHD from the school of hard knocks.  It’s an awesome combo for what I do.
Back in the day I was a Division 1 college volleyball player (note the 15 in 1525 – that’s MY number.)  I coached for a gazillion years after that – everything from girls U12 club level to boys varsity high school.
I married an amazing man who has been my business partner most of our marriage.  And we raised two incredible children.
For fun I like to dance, read, and learn how to make my business better for you! 🙂

Biz Dev and Financial Satements

Oliver Alexander
Remote.ly
WorkRemote.ly

Oliver's Bio

Driven by his personal mission of helping others achieve the American Dream, Oliver is an experienced entrepreneur who has started two successful companies here in Oregon. As a child, his interest in business was strong, and after an undergraduate business education at the University of Oregon, he jumped into entrepreneurship via his first company Orchid Health.

Orchid Health provides primary & behavioral healthcare to rural populations via brick and mortar clinics here in Oregon. Orchid focuses on providing the highest quality of care through skilled staff, innovative financing structures, and federal/state certifications. Notable achievements while building Orchid include securing $250k in startup financing with $0 in personal/familial contributions, changing Oregon law to help improve the business’s legal structure, and landing investment from Northwest Permanente, a division of Kaiser Permanente. Today, Orchid employs 35 staff and cares for over 3,000 patients via its two clinic locations. While building Orchid, Oliver encountered a consistent issue that led to the creation of his next company: Remote.ly

Remote.ly caters to remote workers, small businesses, and students by providing commitment-free workspace featuring guaranteed seating/outlets, free in-house barista, 700+ indoor plants, and more – for just $20/day. Additionally, Remote.ly provides monthly co-working memberships, private office leases, hourly meeting room rentals, and event venue space. The company launched in March, 2019 and has quickly grown to serving over 1,600 unique customers while generating rapid revenue growth in a unique industry niche.
Oliver is especially capable in startup financing & strategy, navigating business as a young entrepreneur, management, startup pivoting, business model research & creation, recruiting, business operations, and competitive analysis.

Digital Marketing

Maja Haloway
Haloway Consulting
HalowayConsulting.com

Maja's Bio

Maja Haloway is an experienced marketing and branding entrepreneur who can quickly and accurately assess small business marketing challenges with style and deadly accuracy. She has decades of experience working across multiple marketing disciplines in companies ranging from large Fortune 100 to small start-ups.

She has helped clients build and implement personalized marketing strategies and tactics, including brand building, customer personas, communications, demand generation, market research, product launches, social media and digital content. She encourages collaboration and agile problem-solving to find optimal solutions. She also has an uncanny knack for staying calm and upright in the middle of chaos.

Maja has an MBA degree from St. Thomas University and is a founding partner of women-owned TANA Creative. She is involved locally in activities that support holistic health, green living, small business and diversity. She co-leads a bi-monthly marketing and business meetup, and can be spotted at holistic health, entrepreneur or techie-related networking events in the Portland OR/Vancouver WA area.

Digital Marketing

Ely Delaney
Ely Delaney
ElyDelaney.Com

Ely's Bio

Ely Delaney is your Automated Systems Strategist.

He’s the co-founder of Purple Knight Marketing & Your Marketing University an education company designed specifically to help entrepreneurs discover the tools, technology and systems to go from surviving to thriving in their industry.

He has spoken to 1000s of entrepreneurs at events such as the Icon Builder Bootcamp, Small business Development Center, SCORE and National Association Of Women Business Owners among many many more.

He’s an Amazon bestseller with his first book “Marketing Tidbits” and his second “Networking Tidbits”

His passion for connecting people caused him to create his best selling training course “Networking Like A Rockstar” that currently has over 1300 students registered globally.

He works with clients all over the globe to help them automate the systems in their business.

Would you love to have the freedom to spend more time doing what you love and helping your clients succeed, all while building stronger relationships with your prospects, clients, and vendors?

Ely’s “Automated Speaker Follow Up” System helps speakers, authors, and coaches Systematize and automate their follow up to grow their business without having to have an MBA from MIT.

He’s the guy that will help you build a 24/7 automated system that will do the work of a full-time employee for you so you don’t have to.

Intellectual Property and Your Business

Michael Long
Long Law PDX
LongLawPDX.com

Michael L.'s Bio

“MiLo” Michael Long is the principal attorney at Long Law PDX, Ltd., a law firm specializing in intellectual property and business law. MiLo has over twenty-seven year’s experience advising businesses of all sizes (from solopreneurs to multi-national companies) on intellectual property and business law matters. (See Attached Resume for Long Law PDX, Ltd.)

Intellectual Property and Your Business

Michael Jonas
Rational Unicorn Legal Services
RationalUnicornLegalServices.Com

Michael J's Bio

Michael Jonas is the Attorney and Owner of Rational Unicorn Legal Services LLC, a community based business law firm. The firm offers pay as you go legal services including but not limited to business formation, contract review and drafting, and preparation and filing of trademark and copyright applications. The firm is an Oregon Benefit Company and strongly believes in and practices the triple bottom line (people, planet, and profits).

Passionate about community engagement, Michael dedicates time to volunteering with several nonprofit organizations. He currently serves on three nonprofit boards: New Leaders Council (NLC), the hub for progressive Millennial thought leadership; Hatch Innovation, a social entrepreneurial innovation incubator; and The Main Street Alliance of Oregon, the local chapter of a national network of state-based small business coalitions.

Branding vs Marketing

Julie Eickhof
Eickhof Creative Shop
BrandMechanic.Com

Julie's Bio

Julie Eickhof, Owner + Brand Mechanic, Eickhof Creative Shop

With a solid background in copywriting and editing and a sharp eye for design, Julie loves when all the little parts of a brand come together in a big way.

As the owner of Eickhof Creative Shop, she enjoys a good challenge, from leveling the playing field for scrappy small-business owners to creating positive change within larger, established organizations. Her extensive education includes etymology homework at age five, a BA in Linguistics from UC Davis, and professional copywriting and design studies at Miami Ad School.

In her free time, she enjoys riding her motorcycles, MacGyvering things, and camping with her dog, Jake.

Eickhof Creative Shop LLC is a certified Oregon Benefit Company specializing in branding, strategy, copywriting, and design. They’re based in the Portland Metro Area, working locally and remotely. The shop has been around for over a decade, and it’s a 100% woman-owned small business. They like dog people.

Branding vs Marketing

Melissa Barker
Melissa Barker
MelissaBarker.com

Melissa's Bio

Melissa Barker is a Digital Marketing Consultant and Business Growth Coach, who’s been helping businesses with marketing and sales strategy for over a decade.

Melissa is a trailblazer in the field of marketing, as the author of the first (and international best-selling) college textbook on social media marketing, “Social Media Marketing: A Strategic Approach.” She also developed and teaches the Social Media Master Certification™ to help small business owners and the next generation of marketers. In addition, she has worked as a marketing consultant for businesses and nonprofits such as Twistlock, Act-On Software, Jive Software, AllStream, OPB (Oregon Public Broadcasting), Instore, and Siber Systems.

As a business growth coach, Melissa works with small businesses that are getting ready for expansion. If you need help with raising prices or negotiating with clients, she’s the coach for you. Melissa provides holistic business coaching that covers skill development, operations, marketing, sales and negotiation. She is able to quickly immerse herself into a business and pinpoint areas for growth and development.

She has been a speaker at ITEXPO, Innotech Oregon, Digital Summit, I<3Marketing London, New York, and San Francisco and interviewed on podcasts and KGW. Melissa received her MBA from the Atkinson Graduate School of Management and her BA in public relations from Gonzaga University.

How to Pick a Business Structure

Amanda Caffall
The Commons Law Center
TheCommonsLawCenter.org

Amanda's Bio

For more than twenty-five years, teams have relied on Amanda to build energy out of ideas. She’s led statewide environmental organizations, political campaigns, and boards of directors. Arguably a fifth generation Oregonian, she grew up in the foothills of Mt. St. Helens. She likes bike commuting, city walks, and road tripping in the American West.

Amanda is the founding executive director and staff attorney at The Commons Law Center, where she brings together law students, experienced pro bono lawyers, and community partners to expand legal access.

She has a J.D. with honors from Lewis and Clark Law School, a B.A. with honors from Western Washington University, and an Oregon law license. Her law practice includes primarily family with some nonprofit, business, planning, and probate.

How to Pick a Business Structure

Maryanne Harmer
Benefit Corporations For Good
BenefitCorporationsForGood.com

Maryanne's Bio

Mary Anne brings passion toward improving the physical, emotional and spiritual health of ALL individuals across the spectrum of economics and cultures. She believes businesses can be a force for good in collaboration with the community. She has held a number of leadership positions including VP of Strategic Planning at Good Samaritan Hospital, Director of Marketing at Legacy Health System, Corporate Director of Marketing at Cambia Health System, Director of Emerging Markets (the Latino Initiative) at Regence, and Director of Outreach and Marketing at Oregon’s Health Insurance CO-OP. In the non-profit world, she was Executive Director of Healthy Communities, funded by the Robert Wood Johnson Foundation.

She is the co-author of the book, Putting Soul Into Business: How the Benefit Corporation is Transforming American Business and 25 Building Blocks to Create a Conscientious Organization. An Honors Graduate of the University of Oregon, Mary Anne also holds a graduate level public health certificate from Portland State University. She speaks Italian and conversational Spanish.

How to Pick a Business Structure

Trevor Leahy
State of Oregon
sos.oregon.gov

Trevor's Bio

Trevor Leahy is the Small Business Advocate for the Oregon Secretary of State. With 11 years of state service for the Office of Small Business Assistance and the Oregon Employment Department, he has been helping entrepreneurs and businesses navigate the requirements for doing business in Oregon successfully. While some Business Advocates run with scissors to cut through red tape, Trevor prefers running with chainsaws.

COBID, ORPIN & Diversity

Chanel Carlascio

Chanel's Bio

COBID, ORPIN & Diversity

Jason Bricker
Oregon 4 Biz
www.Oregon4Biz.com

Jasons's Bio

Jason Bricker is a Compliance Specialist with Business Oregon’s Certification Office for Business Inclusion and Diversity (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. As a Compliance Specialist he is responsible for ensuring all applicable state and federal certification rules are supported when administering certifications, he connects businesses to resources throughout the state, and conducts education and training to people interested in starting or growing their business opportunity, and those who are interested in the opportunities COBID certification may present them.

COBID, ORPIN & Diversity

Kelly Stevens-Malhuer
ORCPP & ORPIN
www.Oregon.gov

Kelly's Bio

Kelly has been with the State 16 years and is currently the Oregon Cooperative Procurement Program and Statewide Outreach Coordinator at the Department of Administrative Services/Procurement Services. She provides training to units of Local Government and the Supplier Community on the Statutes and Rules that govern procurement in the State of Oregon. Kelly is deeply committed to educational outreach activities that promote governmental contracting opportunities to Oregon small businesses and shares State resources that are available to start, grow, and sustain small business for future generations. Kelly Stevens-Malhuer

Funding

Oscar Novelo
Eleva Financial
ElevaFinancial.com

Oscar's Bio

Oscar has been a small business banker since 2012. He began as a senior credit officer with a small
business credit enhancement agency in Orange County, California. He quickly became a commercial
portfolio manager for a well-respected California bank and then ventured – and succeeded – as a small
business lender and team leader for a community bank headquartered in Boston, Massachusetts. His
market was primarily the Greater Los Angeles Area, with some lending in the San Francisco Bay Area.

Upon relocating to Vancouver, Washington, and briefly working for a large commercial bank in Portland,
he realized he could do better. This idea was the genesis of Eleva Financial Corporation.

Prior to banking, Oscar enjoyed a long career in community and economic development. After college,
he began working for several California State Assemblymembers (Lucile Roybal-Allard and Xavier
Becerra). After, he worked for the City of Anaheim where he focused on the Community Development
Block Grant program. He worked for several other municipalities and ended his public service career as
an Assistant Project Manager for the City of Los Angeles Redevelopment Agency.

He earned a bachelor’s degree in Public Administration and a master’s degree in Planning and
Development Studies, both from the University of Southern California. He also earned a certificate from
the National Development Council as an Economic Development Finance Professional.

Funding

Jo Davis
Recovering Banker
Advocate for Economic Justice

Jo's Bio

Josephine (Jo) has spent the last 15+ years as a financial services professional, most recently working as a community banker serving businesses and nonprofit organizations throughout the Portland metro area. Jo has extensive experience with managing teams and projects, treasury management for businesses, public speaking and fundraising. She has a deep passion for economic justice and advocating for a more equitable and sustainable world. As a community banker, Jo focused her efforts on building relationships with social justice nonprofits, triple bottom line businesses and organizations founded by women and BIPOC.

Earlier this year, she decided to leave the corporate banking world to explore opportunities outside of the traditional financial industry. She is thoroughly enjoying summer and is staying busy serving on the board of directors for Unite Oregon Action, the Women’s Foundation of Oregon finance committee in addition to supporting several other community centric and civic engagement projects and initiatives.

Jo was born and raised in Phoenix Arizona and moved to Oregon when she was 14 years old. She attended the University of Oregon and graduated with a double major in Women and Gender Studies and International Studies. To stay sane, Jo enjoys running (she even ran a marathon once, but she is one and done!) and napping on the couch with her dog Olivia and cat Elliott. These days, however, leisurely naps have been few and far between as most of her free time is spent trying to keep up with her endlessly energetic 3-year-old, Grayson

Funding

Larry Trujillo
Small Business Administration
SBA.gov

Larry's Bio

Larry Trujillo accepted a role with the Small Business Administration’s(SBA)Portland District Officein September 2010 toassist in strengtheningthe SBA’s core financial programs throughout Oregon and Southwest Washingtonthrough education and outreach to banks and other lending partners.

In 2016, Mr. Trujillo was selected to serve in an interim role in Washington DC as the Director of Financial Oversight for the SBA’s Office of Small Business Development Centers. In addition, Mr. Trujillo serves as one of seven professional Equal Employment Opportunity Counselors nationwide selected to represent the agency’s Office of Diversity, Inclusion and Civil Rights. Mr. Trujillo has C-level management experience; change and turnaround management proficiency; comprehensive domestic and international expertise; a start-up and entrepreneurial aptitude; and a board service background.

Prior to 2010, Mr. Trujillo was one of the original founders of the Ryan Tyler Group (RTG), a twenty-five year old change management, strategic consulting, and executive coaching firm with offices in Los Angeles, California; Amsterdam, Netherlands; and Ho Chi Minh City, Vietnam. Through RTG’s “CEO for Hire” program, Mr. Trujillo also served as interim Chief Executive Officer (CEO) of several companies, both domestic and international. In addition, Mr. Trujillo has held leadership and senior-level positions with Bank of America, Instituto Bancario San Paolo di Torino (Italy), First Los Angeles Bank,and California Federal Bank.

Prior to his government employment he served on boards, commissions, and various committees which includedbut are not limited to: (Governor Appointee –two terms) California Mental Health Oversight & Accountability Commission: Commissioner-Cultural Committee Chair and Financial Committee Co-Chair ($2 Billion budget)(Governor Appointee) White House Conference on Aging: California Delegate (Mayoral Appointee) Los Angeles Minority Business Opportunity Commission: Member (Senatorial Appointee) South Coast Air Quality Management District: Ethnic Advisory Council Board

Funding

Maggie Reilly
Craft3
www.Craft3.org

Maggie's Bio

Maggie Reilly joined Craft3 in 2017 as a Business Lender and is responsible for generating new commercial loans in the Portland market, including the rural surrounding areas.

Prior to joining Craft3, Maggie was the director of CASA Community Loan Fund, a CDFI focused on rural affordable housing across Oregon. She was also the director of Family Economic Opportunity Programs where she oversaw the country’s largest statewide matched savings account network at CASA of Oregon. Maggie has worked in Portland with two other CDFIs, MicroEnterprise Services of Oregon and Mercy Corps NW.

Maggie attended Lewis & Clark College in Portland where she graduated with dual degrees in Foreign Languages and Literature (Spanish and German) and International Affairs. She also has a certificate in Community Development Finance from the University of New Hampshire’s Carsey School of Public Policy.

She is on the Board of the Community NonProfit Resources Group and she volunteers at the Native American Youth and Family Center and Northeast Portland Tool Library

Taxes

Din Belderrain
Portland Buereau of Revenue
www.PortlandOregon.gov/Revenue

Din's Bio

Din Belderrain is a Revenue Auditor for the City of Portland Revenue Division – a Division of the Bureau of Revenue and Financial Services. Din started in tax field providing tax education and outreach to low income and minority populations prior to working at the City of Portland. In addition to continuing to provide tax education to the public, she now uses her knowledge and skill in a different capacity, ensuring compliance with Portland Business Tax Laws and Multnomah County Business Income Tax Laws.

Taxes

John Blakeman
The Internal Revenue Service
www.IRS.gov

John's Bio

John Blakeman is a Tax Specialist with the IRS Stakeholder Liaison Division in Portland, Oregon, and works to provide education and outreach to the tax practitioner community as well as small businesses. John began his career with the IRS in 2003 as an Internal Revenue Agent, working a wide variety of individual, corporate, and partnership tax return cases. John also worked many abusive tax avoidance transaction, employment tax, National Research Program, and Earned Income Tax Credit Due Diligence cases. John joined the Stakeholder Liaison team in February 2008, and holds a Bachelor of Science in Accounting from Portland State University.

Taxes

Chris Cox
Oregon Department of Revenue
www.Oregon.gov/DOR

Chris' Bio

Chris is the Oregon Department of Revenue Withholding and Payroll Tax Outreach Coordinator with 6 years experience at the DOR. He is based in Salem and has a diverse background in both the public and private sector. The primary function of the Withholding and Payroll Tax Outreach Program is to offer educational information and presentations on various topics to small business groups, associations, tax preparers, etc. The Outreach Program partners with private sector stakeholders and government agencies at local, state and federal levels to best reach those who can benefit from increased knowledge and understanding regarding Oregon payroll withholding taxes and transit programs.

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