2018

Involving Family in Your Business Enterprise: Essential Do's and Don'ts You Need to Know

Tuesday, February 13, 2018, at 7:00 am

As small enterprises grow beyond the start-up stage, they begin to face new challenges: How to grow? Where to acquire more capital? Who to hire and for which role(s)?

One of the most consequential decisions entrepreneurs will make is whether to proactively and formally involve family members in the business. Three-quarters of all new business ventures established in the United States are founded with significant involvement of the family in the business.

Gain insights into the dynamics that accompany the decision to involve or reject the collaboration of family members. Discover ways that a family moves through each generation of development. Learn from successful entrepreneurs on how they addressed legacy and succession challenges while minimizing conflict.


Program Location: Dominican University of California - Creekside Room

Keynote: Emily Bouchard, Principal, Wealth Legacy Group

Panelists: Patty Garbarino, President & CEO, Marin Sanitary Service and Jordan Shields, Partner, Arrow Benefits Group

Ticket Price: $25.00 (includes continental breakfast)

Listen to the podcast (click here).

Sponsored by Bank of Marin

Presented by: Institute for Leadership Studies | North Bay Leadership Council
Community Partners: San Rafael Chamber of Commerce | Stanton Chase | CEO Club of Marin | Marin Economic ForumMarin Small Business Development Center


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Protect Your Intellectual Property When Going Global

Tuesday, March 13, 2018, at 7:00 am

The strength and vitality of the U.S. economy depend directly on effective ways to protect new ideas and investments in innovation and creativity. The U.S. Patent and Trademark Office (USPTO), the federal agency for granting U.S. patents and registering trademarks, enhances IP protection for U.S. companies worldwide by strengthening IP provisions in international agreements. Learn about the latest tools to protect your IP in both the U.S. and around the world, so you can expand your sales and increase revenue.

  • Overview of intellectual property types: patents, trademarks, copyrights, trade secrets
  • Why innovators and entrepreneurs should consider protecting their IP
  • Understanding the risks of early disclosure
  • How intellectual property and manufacturing overlap
  • Types of resources and assistance available through the USPTO

 

Program Location:  Santa Rosa Junior College, Petaluma Campus

Presenter: John Cabeca, West Coast Regional Director, U.S. Patent and Trademark Office

Ticket Price: $25.00 (includes continental breakfast)

Sponsored by Bank of Marin

Presented by: Institute for Leadership Studies | North Bay Leadership Council
Community Partners: San Rafael Chamber of Commerce | Stanton Chase | CEO Club of Marin | Marin Economic ForumMarin Small Business Development Center


 

 

 

 

Winners and Losers in the Age of Automation

Tuesday, April 10, 2018, at 7:00 am

As the next generation of technology services, products and capabilities take form and accelerate, entire sectors are being created and transformed, while others are being decimated. These emerging innovations – based on foundations laid over the past half-century – are changing the way we think about: employees, labor, and other resources how we communicate with one another, with our customers, and even with machines business models and methods of production our homes, our cities, and the environment our culture and society.


Program Location: Dominican University of California - Creekside Room

Presenter: Mark Coopersmith, Fortune 500 ExecutiveBest-selling Author, Educator, and Entrepreneur

Ticket Price: $25.00 (includes continental breakfast)

Listen to the podcast (click here).

Sponsored by Bank of Marin

Presented by: Institute for Leadership Studies | North Bay Leadership Council
Community Partners: San Rafael Chamber of Commerce | Stanton Chase | CEO Club of Marin | Marin Economic ForumMarin Small Business Development Center


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Synch Your Strategic Goals with Your Actions Using a One-Page Business Plan

Don’t Miss How to Give Your Planning and Executing Complete Clarity

Tuesday, October 9, 2018, at 7:30 a.m.

Creating and executing a one-page plan is a learned skill that isn’t taught in business school, but you can learn it here. Building that skill takes only a little training and some practice. Once mastered, this planning skill will pay dividends for the remainder of an executive’s working life.  It is amazing what can be accomplished when a plan is focused, clear and leads to action on key priorities.

What you will learn:

  • Get your arms around the strategic planning process.
  • Start simply, so you can stick with it.
  • Build a simple dashboard and key projects list.
  • Learn the secret of creating a plan your stakeholders and team will accept.
  • Learn how to monitor the plan to keep you and your team focused on the most important priorities.

Robert Sher has been helping companies create and execute one-page plans for years. The planning methodology was developed and publicized by Jim Horan and has been implemented thousands of times worldwide.

Robert has published extensively on the successful leadership traits and skills of CEOs of midsized companies. He is a regular columnist on Forbes.com, has numerous posts on Harvard Business Review online, Entrepreneur.com and CFO.com. He authored two books, the first book, The Feel of the Deal; How I Built a Company through Acquisitions and his latest book, Mighty Midsized Companies; How Leaders Overcome 7 Silent Growth Killers.

 
Program Location: Dominican University of California – Creekside Room

Presenter: Robert Sher, Founding Principal of CEO to CEO

Moderator: Cynthia Murray, President and CEO of North Bay Leadership Council

Ticket Price: $25.00

Listen to the Podcast Here

Sponsored by: Bank of Marin

Presented by: Institute for Leadership Studies | North Bay Leadership Council
Community Partners: San Rafael Chamber of Commerce | Stanton Chase | CEO Club of Marin | Marin Economic ForumMarin Small Business Development Center


Consciousness as Competitive Business Advantage: Deep Inside the Heads of B Corp Leaders 

Tuesday, October 30, 2018, at 7:30 a.m.

There is a shift in the business world to view the role of business as serving a higher purpose, adhering to values and making a positive impact across its entire ecosystem. This orientation, exemplified by the benefit corporation, looks beyond the short term and bottom line to how people and the environment are affected over time. And as evidence shows, this is a better way to do business, financially and otherwise.

Learn how three business leaders have produced powerful results using consciousness (e.g. mindset):

  • Helen Russell, Co-Founder & CEO of Equator Coffees & Teas, will share her reflections on the role consciousness played in her company’s success over its 23-year history and how it is currently cultivated.
  • John Montgomery, Founder of Lex Ultima, will show how collective consciousness works within corporations and how by better utilizing their collective intelligence, companies can generate breakthrough solutions.
  • Mike Bauer, Founder of Awareness Into Action, will present a case study of how consciousness was applied to rapidly changing market conditions, finding and entering new markets, and forming strategic relationships.

 
Program Location: Dominican University of California – Creekside Room

Moderator: Cynthia Murray, President and CEO of North Bay Leadership Council

Ticket Prices: $25.00

Listen to the Podcast Here

Sponsored byBank of Marin

Presented by: Institute for Leadership Studies | North Bay Leadership Council
Community Partners: San Rafael Chamber of Commerce | Stanton Chase | CEO Club of Marin | Marin Economic ForumMarin Small Business Development Center