READINESS TRAINING PROGRAM PREVIOUS SESSION INFORMATION

FUNNEL ONE FALL 2021 SESSION INFORMATION

Sessions:

All sessions will be on Tuesdays, from 4:30 to 6 pm, and be held virtually via Zoom, until further notice.

First Session
October 26

Welcoming Remarks—Dr. LaToya Smith, Vice President for Diversity and Community Engagement, UT-Austin

Introduction and Recognition of Sponsor—Professor John Sibley Butler recognizes Travis County
Special Presentation: A Vision for Small Business Opportunities with An Equity
LensTravis County Commissioner Jeffrey Travillion
HUB Company Introductions

Remarks About IC² Institute and Upcoming Sessions—Dr. Greg Pogue, Deputy Executive Director, IC² Institute, UT-Austin

Second Session
November 2

Local Government HUB/M/WBE/DBE Program Overviews, Certifications, Bid Databases and Opportunities

Travis County—Sylvia Lopez, Director of HUB Program Office, Travis County and Jorge Talavera, Assistant Purchasing Agent, Travis County Purchasing Office

City of Austin—Mariza Aldrete Business Development Counselor II, SMBR Department, Certification

Austin Independent School District—Dinita Caldwell, HUB Program Director and Mason Crenshaw, Assistant Director in Purchasing

Special Presentation: Bonding and InsuranceLuke Ortega Luper, Principal and Owner of SWMBE Bonding Capacity Growth Program

Capital Metro—Diponker Mukhergee, Program Manager, Compliance and DBE Liason Officer and Danny Solano, Procurement Manager, Small Purchasing & Asset Disposal

Third Session
November 9

State and University HUB/DBE/SBE Program Overviews, Certification, Bid Databases and Opportunities

Comptroller of Public Accounts–Maya Ingram, Statewide HUB Program, Manager

The University of Texas System–Hopeton Hay Executive Director, HUB Office

The University of Texas at Austin–Tiffany Dockery Gibson, Director of HUB and SB
Program

Texas Department of Transportation—Michael D. Bryant, Director, Civil Rights Division

Texas Department of Information Resources—Lynn Hodde, Director of HUB, Outreach,
and Training

Special Presentation : Disadvantage Business Enterprise CertificationCheryl A. Brown, San
Diego & Imperial Valley SBDC, MiraCosta College, San Diego, California

Fourth Session
November 16

Special Presentation: Overview and Advice on Small Business FinanceJim Nolen, McCombs School of Business, The University of Texas at Austin

Senior Vice President of SBA Lending—Shasi Wilson, American Bank of Commerce

Presentation on Securing a Loan—TBD

*Thanksgiving Week—No Class on November 23*

Fifth Session
November 30

Special Presentation on Your Business Value Proposition—Richard Amato, Austin Technology Incubator

Special Presentation: Communicating Your Capabilities—Cheryl A. Brown, San Diego & Imperial Valley SBDC, MiraCosta College, San Diego, California

Sixth Session
December 7

Successful Contracting and Contractors

Haynes-Eaglin-Waters LLC

COE Concepts

Applying Sound Business Practices and Avoiding Mistakes in Public ContractingExpert Panel Advice

Funnel Two Preview—Dr. Greg Pogue, Deputy Executive Director, IC² Institute, UT-Austin
Recognition of Graduates and Comments

Two mentor sessions also will occur and present an opportunity to receive advice and constructive feedback on specific assignments. In addition, a number of business honors students may be available to assist with specialized questions in accounting, finance, and marketing. Networking among companies, instructors, mentors, and UT-Austin staff and students will occur as health conditions permit.

FUNNEL TWO SPRING 2022 SESSION INFORMATION

Spring Class Sessions 2022

Session 1: April 19

Introductions and Welcoming Remarks | Dr. S. Craig Watkins, Director, IC2 Institute, UT-Austin

Keynote Presentation: HUB Business Opportunities In the Austin-Round Rock MSA | Commissioner Jeff Travillion, Precinct One, Travis County

Participant Self-Introductions

Session 2: April 26

Creating Your Pitch, Capability Statement, Value Proposition | Cheryl Brown, San Diego & Imperial Valley Small Business Development Center, and Dr. Greg Pogue, Deputy Director, IC2 Institute, UT-Austin

Session 3 : May 3

Marketing and Sales Strategies, Sales Channels and Techniques | Cheryl Brown San Diego & Imperial Valley Small Business Development Center and Greg Pogue, Deputy Director, IC2 Institute, UT-Austin

Session 4: May 10

Project and Contract Management | Jorge Talavera, Assistant Purchasing Agent, Travis County; Jessy Milner, Owner, President, Front Line Advisory Group, LLC; Cloteal Haynes, Principal and CEO, Haynes-Eaglin-Waters, LLC

Session 5: May 17

Key Financial Tools, Statements and Metrics, Sales Plan and Budget | Brian K. Marshall, Director Entrepreneurship, BCL of Texas, and Greg Pogue, Deputy Director, IC2 Institute, UT-Austin

 

Session 6: May 24

Private Sector Opportunities and Requirements | Karen Box, President and CEO, Southwest Minority Supplier Development Council; Tiya Scroggins, President, Scroggins Consulting, LLC

Session 7: June 7

Keynote Presentation on “Principles and Elements of a Successful Business” | Gary Hoover, Founder, Bookstop, Hoovers, and Reference Press

Spring Workshops 2022

All sessions will be on the following Thursdays from 4:15 to 5:45 pm, and are virtual via Zoom.

Topics are expected to include:

Workshop 1 : May 5

Pitch Presentations by participant companies

Facilitators: Cheryl Brown, San Diego & Imperial Valley Small Business Development Center, Greg Pogue, Deputy Director, IC2 Institute, UT-Austin, Business Advisors

Peer-to-Peer Networking (post pitches)

Workshop 2: May 26

Proposal Writing and Responding to Purchasing Solicitations

Presenter: Terry Chase, Texas A&M Engineering Experiment Station, Clean Energy Incubator

Workshop 3: Date TBD

Individual Company Assistance

FUNNEL ONE FALL 2022 SESSION INFORMATION

Sessions:

Session 1: November 29

Welcoming Remarks

Introduction and Recognition of Sponsors

HUB Company Self-Introductions

Local Government HUB/M/WBE/DBE Program Overviews and Opportunities—Representatives from Travis County, Austin Independent School District, and the City of Austin

Session 2: December 6

Local and State Government HUB/M/WBE/DBE Program Overviews and Opportunities–Representatives from Capital Metropolitan Transportation Authority, UT-Austin, Texas Statewide HUB Program (Comptroller of Public Accounts), Texas Department of Information Resources

Session 3 : December 13

Presentation on Value Propositions, Capability Statements, and Elevator Pitches—Cheryl Brown, San Diego & Imperial Valley Small Business Development Center, MiraCosta College

Session 4: January 10, 2023

Presentations on Small Business Finance and Accessing Capital, Greg Pogue, Deputy Director, IC2 Institute, UT-Austin, and Shasi Wilson, Senior Vice President, SBA Business Lending, American Bank of Commerce

Session 5: January 31, 2023

Presentation on Successful Contracting–Cloteal Davis Haynes, Principal/CEO, Haynes-Eaglin-Waters (HEW)

Comments on Successful Contracting—David Negrete, Principal Architect/Partner, Negrete & Kolar Architects; Rachel Gray, Principal/CEO, Miller Gray; Andy Smetana, Managing Director for PMCS Services; Stephanie Tsen, Professional Engineer, President, Tsen Engineering

Graduation

Fall Workshops 2022

Workshop 1: December 8, 2022

“Benefits of Certification,” Febianna Gonzalez Herrera and Michelle Meadows, Certification Division, Small and Minority Business Resources Department, City of Austin

Workshop 2: January 12, 2023

“Elevator Pitches,” Multiple Business Advisors

Workshop 3: January 26, 2023

“Responding to Public Procurement Solicitations,” Terry Chase, Clean Energy Incubator, Texas A&M Engineering Experiment Station, and Cheryl Brown, San Diego & Imperial Valley Small Business Development Center, MiraCosta College

FUNNEL TWO SUMMER 2023 SESSION INFORMATION

Sessions:

Session 1: June 6th

Welcoming Remarks

Introduction and Recognition of Sponsors (Travis County, Austin Independent
School District, Capital Metro, and City of Austin)

HUB Company Self-Introductions

Session 2: June 20th

Marketing and Sales Strategies, Sales Channels, and Techniques | Cheryl A. Brown, Director of the North San Diego Small Business Development Center, MiraCosta College, and Greg Pogue, Deputy Director, IC2 Institute, UT-Austin

Session 3 : June 27th

Human Resources | Deirdre Pattillo, University of Texas at San Antonio SBDC Center for Government Contracting

Session 4: July 11th

Accessing Capital | Jim Nolen, McCombs School of Business, University of Texas at Austin and John S. Butler, UT-Austin and Hidden Star

Session 5: August 15th

Strategies for Owner-Operated Businesses to Compete with Larger Companies | Ian Bidot, McCombs Schools of Business, The University of Texas at Austin and Rachel Gray, Miller-Gray; Hopeton Hay, UT System; David Negrete, Negrete & Kolar Architects; Greg Pogue, UT-Austin

Workshops 2023

Workshop 1: June 15th

Discussion of Current Business Challenges and Identification of Resources, Selection of Topic for Main Session 5

Workshop 2: July 12th

Current and near-term bid and contracting opportunities with Travis County, Austin Independent School District, the City of Austin, and UT-Austin

Workshop 3: August 10th

Responding to Purchasing Solicitations and Preparing Your Proposal | Cheryl A. Brown, Executive Director, North San Diego Small Business Development Center

Construction Workshops

Construction Bond Workshop 1: July 27th

Overview of the Bonding Process | Presenter Luke Ortega Luper, SWMBE Bonding Capacity Growth Program, and Resource Person Jim Swindle, Alamo Surety Bonds

Construction Bond Workshop 2: August 3rd

The Bond Application Process | Presenter Jim Swindle, Alamo Surety Bonds, and Resource Person Luke Ortega Luper, SWMBE Bonding Capacity Growth Program

FUNNEL ONE FALL 2023 SESSION INFORMATION

Sessions:

Session 1: November 14th

Welcoming Remarks, Recognition of Sponsors, HUB Company Self-Introductions, Local Government HUB/M/WBE/DBE Program Overviews and Bid Databases–Presentations by Travis County Purchasing Office, Small and Minority Business Resources Department of the City of Austin, Austin Independent School District HUB Program, and Capital Metropolitan Transportation Authority

Session 2: November 28th

Communicating Your Capabilities, Value Propositions, Capability Statements, Elevator Pitches–Cheryl A. Brown, Executive Director, San Diego & Imperial Valley Small Business Development Center (SBDC)

Session 3: December 5th

State and University HUB/DBE/SBE Program Overviews, Certification, Bid Databases–Presentations by Comptroller of Public Accounts Statewide HUB Program, Texas Department of Transportation, Texas Facilities Commission, Texas Department of Information Resources, and The University of Texas at Austin

Session 4: January 9th

Small Business Finance and Securing A Loan—Presentations by Jackie Gonzalez, SVP, Business Banker, American Bank of Commerce, and Grant Bennett, Director of Veteran Programs, PeopleFund.

Session 5: January 16th

Regional Technical Assistance Resources–Shannon Black, SCORE Austin; Paul Herrera, University of Texas at San Antonio APEX Business Accelerator; Christina Mortel, Center for Women Entrepreneurs, Texas Woman’s University; Joe Harper, Texas State Small Business Development Center.

Session 6: January 23rd

Successful Contracting Panel, Graduation, and Preview of Funnel Two

Workshops 2023

Workshop 1: December 7th

Elevator Pitch Practice with Expert Business Advisor Feedback

Workshop 2: December 14th

Benefits of Certification—Certification Division, Small and Minority Business Resources Department, City of Austin

Workshop 3: January 11th

Responding to Purchasing Solicitations and Preparing Your Proposal—Cheryl A. Brown, Executive Director, San Diego & Imperial Valley Small Business Development Center (SBDC)

FUNNEL TWO SPRING/SUMMER 2024 SESSION INFORMATION

Sessions:

Session 1: April 30th

Welcoming Remarks | Dr. John Sibley Butler, Principal Investigator of the RTP for HUBs, Professor Emeritus of Management, Former Director of the IC² Institute, Former Faculty Director of the Jon Brumley Texas Venture Labs Recognition of Sponsors and Special Presentation | Jeffrey Travillion, Travis County Commissioner HUB Company Self-Introductions Program Overview

Session 2: May 14th

Marketing for Growth | Cheryl A. Brown, Executive Director, North San Diego Small Business Development Center

Session 3: June 4th

Human Resources | Deirdre Pattillo, University of Texas at San Antonio SBDC Center for Government Contracting; Mike Haggerty, Co-Owner, Thundercloud Subs

Session 4: June 18th

Small Business Finance for Owner-Operated Businesses | Jim Nolen, McCombs School of Business, UT-Austin

Session 5: July 2nd

Competing with Larger Companies in Your Industry Niche and Graduation

Workshops 2024

Workshop 1: May 9th

Local and State HUB/DBE/SBE Program Overviews, Bid Opportunities, and Upcoming Initiatives | Randle Jackson. Assistant Director, Travis County HUB Program, Travis County Purchasing Office; Carlos Balderas, Manager, Supplier Diversity and Civil Rights Compliance, Capital Metro Transportation Authority; Gary Hampton Jr., Senior HUB Associate, UT-Austin HUB/SBE Program; Catherine Sak, Program Manager 1, Small and Minority Business Resources Department, City of Austin; Dinita Caldwell, Executive Director, Austin Independent School District HUB Program

Workshop 2: May 23rd

Responding to Public Purchasing Solicitations | Cheryl A. Brown, Executive Director, North San Diego Small Business Development Center

Workshop 3: June 13th

Artificial Intelligence Applications for Small Businesses | Vickie Sokol Evans, Founder, The Red Cape Company

FUNNEL 1 SESSION PLAYLIST

FUNNEL 2 SESSION PLAYLIST

This training program is made possible by major financial support from the Travis County Purchasing Office, with supplemental funding from the Austin Independent School District HUB Program, the City of Austin and Small and Minority Business Resources Department, the Capital Metropolitan Transportation Authority, and the University of Texas at Austin.

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