NBIA 28th Conference Program by nbia

M AY

18-21 2014

S H E R AT O N NEW ORLEANS HOTEL

NEW ORLEANS LOUISIANA

I N T E R N AT I O N A L

CONFERENCE ON BUSINESS I N C U B AT I O N

C O N F E R E N C E P R O G R A M >>

ENTREPRENEURSHIP >>

ABOUT THE CONFERENCE

Welcome to NBIA’s 28th International Conference on Business Incubation! You’ve arrived at the right place to get the information and tools you need to provide top-notch assistance to your clients. Whether you’re interested in improving your program’s services, increasing client funding opportunities or developing new revenue streams, you will learn about it here in New Orleans. This program is your guide to the multiple keynote speakers and incubator tours, nine in-depth workshops, eight networking meals and receptions, 60 educational sessions, and 600 possible networking connections available to you at this year’s event. We hope you enjoy the conference and leave recharged, with dozens of resources and innovative techniques for providing exceptional entrepreneur support.

JOIN US ONLINE M A K E T H E M O S T O F YO U R CONFERENCE EXPERIENCE Visit www.nbia.org/sched on your mobile device, where you can sign up to create your own conference schedule and see your colleagues’ schedules. Follow @NBIA on Twitter for updates throughout the conference, and remember to use the hashtag (#NBIAConf) for all your conference-related tweets. 1 << NBIA CONFERENCE 2014

CONTENTS 02

>> WELCOME FROM THE BOARD CHAIR

>> SCHEDULE: MONDAY, MAY 19

>> 2014 BOARD CANDIDATES

>> SCHEDULE: TUESDAY, MAY 20

>> GENERAL INFORMATION

>> SCHEDULE: WEDNESDAY, MAY 21

>> CONFERENCE AT A GLANCE & EXHIBITORS

>> SESSIONS BY TOPIC

>> PRECONFERENCE INSTITUTE & SPECIAL ACTIVITIES

>> SPONSORS

22 >> HOTEL MAP

BACK FIND US ON FAC E B O O K &TWITTER

EVENT HASHTAG

>> NBIA STAFF & CONTACT INFORMATION

N B I A B OA R D O F D I R E C TO R S Chair, Karl LaPan President & CEO, Northeast Indiana Innovation Center, Fort Wayne, Ind.

Mark Long President, Long Performance Advisors, Ellettsville, Ind.

First Vice Chair, Tom O’Neal Executive Director, University of Central Florida Business Incubation Program, Orlando, Fla.

Catherine Pommier Director, Montpellier BIC, Montpellier, France

Second Vice Chair, John Hanak Statewide Director, Purdue Technology Centers, Indianapolis, Ind.

WELCOME F R O M T H E N B I A B OA R D C H A I R Welcome to New Orleans! NBIA’s 28th International Conference on Business Incubation Thank you for joining us in New Orleans! We’re looking forward to a conference packed full of valuable information and opportunities to connect with industry leaders. It is an honor and privilege for me to chair this year’s NBIA board of directors. On behalf of the entire NBIA leadership team, I extend a warm welcome to the 600+ business incubator thought leaders and economic development professionals from around the world gathering with us to:

Secretary, Darlene Boudreaux Executive Director, TECH Fort Worth, Fort Worth, Texas Treasurer, Chuck Wolfe President, Claggett Wolfe Associates, Auburn, Calif. DeAnna Adams Incubator Professional/ Consultant, Denver, Colo. Sandra Cochrane Technology Business Consultant, Verdandi Consulting, Mattawan, Mich. Terry Howerton Partner, TechNexus, Chicago, Ill. Devon Laney President & CEO, Innovation Depot, Birmingham, Ala.

Megan Reichert Venture Accelerator Manager, University of Michigan Venture Center, Ann Arbor, Mich. Rick Roeser Business Development Specialist, Wisconsin Business Innovation Corp., Spooner, Wis. Charles Ross Assistant Director, Enterprise Innovation Institute - EI2, Atlanta, Ga. Fernando Sepulveda Founding Partner and CEO, Impulsa Business Accelerator, San Jose, Calif. David Terry Executive Director, WTAMU Enterprise Network, Amarillo, Texas Russ Yelton President/CEO, Northern Arizona Center for Entrepreneurship & Technology, Flagstaff, Ariz.

• Explore innovative strategies for entrepreneurial support organizations. • Share new and effective methods for delivering entrepreneurial support. • Celebrate best-in-class entrepreneurial support programs. I’m excited to visit with our members and prospective members, and I’m thrilled you can join us for our 2014 conference.

New Orleans is a proud and resilient city, with legendary landmarks, outstanding culinary venues and unique cultural assets. Moreover, this year’s conference will provoke your intellectual curiosity and challenge your thinking, making New Orleans an appropriate and relevant place for this year’s conference. NBIA’s conference is for you – our members. If you need something or have a question, look for the badge ribbons saying “Staff” or “Board Member” and we will be happy to help.

Entrepreneurship is energizing economies around the globe through passionate entrepreneurs who reach their full potential and achieve their dreams. That is the real power and promise of entrepreneurship! Every year, attendees remind us of the importance of networking and “picking the brains” of their peers and colleagues. This conference will offer ample opportunities to renew professional relationships, interact with peers and colleagues, and meet the industry’s emerging leaders and top practitioners. Our New Orleans hosts and our NBIA team will help you make the most of this event. Many thanks to the dedicated committee of Louisiana NBIA members who started helping us plan this event over a year ago.

N B I A C O N FERENCE.ORG >>

K A R L R . L A PA N CHAIR, NBIA BOARD OF DIRECTORS

NBIA CON F E R E N C E 2 0 1 4 > > 2

<<MEET NBIA’S>>

BOARD CANIDATES 2014

MEMBERS: REMEMBER TO VOTE ON-SITE AT THE MEMBERSHIP DESK.

is CEO of the Ethiopia Climate Innovation Center in Addis Ababa, Ethiopia, and president and CEO of Innovative Partners Inc., an incubation consulting firm that has been an NBIA member since the organization’s inception in 1985. His many industry accomplishments include establishing the San Diego Incubator Corporation, developing the Rutgers Business Innovation Center, serving as president and CEO of the New Jersey Entrepreneurs Forum, establishing and managing PortTech Los Angeles, and consulting with numerous NBIA member programs and international organizations. Jeff’s current project in Ethiopia is a World Bank initiative employing incubation and entrepreneurship to help the country adjust to climate change. JEFF MILANETTE

oversees new venture creation and incubation at Dartmouth College and directs the Dartmouth Regional Technology Center, a 60,000-square-foot biotech incubator. Previously, Jamie was CEO of the abi Innovation Hub, New Hampshire’s oldest incubator, where he led its successful rebranding effort, helped earn NBIA’s Soft Landings designation, and developed accelerator and co-working programs. An NBIA member since 2010, Jamie has moderated panels and presented at NBIA events. He is president of the New Hampshire Business Incubator Network, a board member of the New Hampshire High Tech Council, and an appointed member of the Governor’s Economic Advisory Council. Jamie received his BA from Princeton University.

is director of the Montpellier Agglomoration Business Innovation Centre (BIC) in Montpellier, France. She previously served as deputy director of the incubator and as managing director of an economic development agency in southern France. The Montpellier BIC is an NBIA Soft Landings International Incubator and was named NBIA’s 2007 Randall M. Whaley Incubator of the Year. Catherine served as a panelist at the last four NBIA conferences and conducted NBIA incubation training in Morocco in 2012. She has been active in the incubation industry for 18 years, has been an NBIA member since 2010, and currently serves on the NBIA board of directors.

is director of the Center for Business Development at the Meridian Technology Center in Stillwater, Okla., and former director of the Oklahoma Technology and Research Park, a joint project of Meridian, Oklahoma State University and the City of Stillwater. He previously developed the James W. Strate Center for Business Development in Enid, Okla., from the ground up, leaving the successfully opened incubator in 2009. Ron joined NBIA in 2007 and is an active member of the Oklahoma Business Incubator Association. He is a busy incubation trainer, working with international programs in Pakistan and Mexico as well as presenting at NBIA conferences.

is director of startup networks for the Enterprise Innovation Institute, an Atlanta-based consultancy affiliated with Georgia Tech’s Advanced Technology Development Center (ATDC). He previously served as a venture catalyst and general manager at ATDC. Charles has worked in early-stage telecommunications investment and has served on the board of the National Association of Seed and Venture Funds (NASVF) as well as numerous private company boards. An NBIA member since 2005, Charles has presented on incubator management and client funding at NBIA events and is a current member of NBIA’s board of directors, where he chairs the Partner Development Task Force.

is president and CEO at the Innovation Depot in Birmingham, Ala., has been an NBIA member since 2006, and is an appointed member of the NBIA board. His program was NBIA’s 2011 Dinah Adkins Incubator of the Year, Technology Focus. Devon led the effort to have Innovation Depot designated an NBIA Soft Landings International Incubator, and he was a primary source for the Innovation Depot’s case study in Best Practices in Action from NBIA Publications. He serves on the executive committees of TechBirmingham and BioAlabama and recently completed a second term as president of the Birmingham Venture Club. He is a frequent presenter at NBIA conferences.

is adjunct professor of entrepreneurship at the University of Maryland in College Park, Md., and managing partner of the Columbia Group, an investment and consulting firm. He recently led incubation and M&A for Honeywell and Harris Corporation; earlier, he founded the incubation program for Maryland Technology Development Corporation (TEDCO), a sponsor of Best Practices in Action from NBIA Publications, and consulted for the World Bank and USAID. A 10-year NBIA member, Jim served on the boards of NBIA (2005-2008) and the NeoTech Incubator, a three-time winner of NBIA’s Innovation Award. His expertise is in improving investment inputs and outcomes, international incubation, and social entrepreneurship.

JAMIE COUGHLIN

RON DUGGINS

DEVON LANEY

3 < < N B I A C O N F E R E N C E 2 0 14

CATHERINE POMMIER

CHARLES ROSS

JIM SANDERS

GENERAL

CONFERENCE INFORMATION

STOP BY THE REGISTRATION DESK

REGISTRATION

Collect your registration materials, sign up for additional activities, and get answers to your questions about the NBIA certificate program and anything else that pertains to the conference. NBIA’s staff are here to help make your conference experience exceptional.

VISIT THE MEMBERSHIP DESK AND LET OUR MEMBERSHIP SERVICES DEPARTMENT KNOW HOW WE CAN HELP YOU! • Receive information about how to join the organization • Vote in NBIA’s Board of Directors election • Donate to the NBIA conference scholarship fund • Update your NBIA membership information

BOOK STORE

MEMBERSHIP DESK

• Color-code your name badge with dots to show the type(s) of incubation programs that interest you • Share your thoughts about NBIA membership – what you like, what you don’t like and how we can improve

• Post messages for other attendees N

With more than 75 titles on business incubation, entrepreneurship and economic development, the NBIA Bookstore is sure to offer resources you can use to supplement the information you receive in the educational sessions. As a special conference offer, NBIA members receive a deeper discount than the everyday low member price. Don’t miss this chance to stock up on new titles and classic research at the lowest prices of the year. No waiting in lines: drop off the order form from the Bookstore catalog and pick up your books the next day! YOU CAN BUY ONLINE TOO! WWW.NBIA.ORG/STORE

EXPO During Sunday’s opening reception and throughout the conference, you’ll have time to meet the conference exhibitors. The NBIA Expo features organizations that offer services to make your job easier. Stop by their displays to learn about the products and support that can help you manage your program and assist entrepreneurs. Many of the exhibitors provide special programs or offers for NBIA members. If you are a member, be sure to mention your NBIA affiliation.

NBIA CON F E R E N C E 2 0 1 4 > > 4

I N T E R N AT I O N A L

CONFERENCE ON BUSINESS I N C U B AT I O N

AT A GLANCE SAT U R DAY M AY 1 7

SUNDAY MAY 18

Preconference Institute Workshops* 9 a.m. – 4 p.m.

The Fundamentals of Incubator Management

Sirviendo a las Empresas Cliente

Emprendimiento

Entrepreneurship

Developing a Successful Incubator A Comprehensive Guide to Funding Start-Ups Incubator Funding Strategies Trends in the Entrepreneurial Ecosystem Part 1: Starting and Managing a Coworking Space (9 a.m. – 12 p.m.) Trends in the Entrepreneurial Ecosystem Part 2: Starting and Managing a Seed Accelerator (1 – 4 p.m.) New Orleans City Park Tour* Noon – 3 p.m. NBIA New Member/ Nonmember Reception 4:15 – 5:30 p.m. Opening Reception and NBIA Expo 5:30 –7 p.m.

online www.nbia.org/sched

MONDAY MAY 19 Continental Breakfast 7:30 – 9 a.m.

Continental Breakfast 7:30 – 9 a.m.

Networking Breakfast 8 – 8:45 a.m.

Keynote Address: Kevin Langley 8 – 8:45 a.m.

Concurrent Sessions 9 – 10:15 a.m.

Concurrent Sessions 10:45 a.m. – Noon

Concurrent Sessions 10:45 – Noon

Luncheon With Keynote Address: John Danner 12:15 – 2 p.m.

NBIA Awards Luncheon 12:15 – 2 p.m.

Concurrent Sessions 2:15 – 3:30 p.m. New Orleans BioInnovation Center Tour 4 – 7 p.m.

WED N E S DAY M AY 2 1 Closing Breakfast: Discussion of Industry Trends 7:30 – 9 a.m. Concurrent Sessions 9 – 10:15 a.m. Concurrent Sessions 10:45 – Noon Louisiana Business & Technology Center Tour* 1 – 6 p.m.

Concurrent Sessions 2:15 – 3:30 p.m. Vendor Mixer 4 – 5 p.m.

CONFERENCE EXHIBITORS BCC RESEARCH CANADIAN ASSOCIATON OF BUSINESS INCUBATION (CABI) THE EVIDENCE NETWORK EUROPEAN BUSINESS & INNOVATION CENTRE NETWORK (EBN) GROWTHWHEEL

* Indicates activity not included in the general registration fee. 5 < < N B I A C O N F E R E N C E 2 014

TUESDAY MAY 20

INCUTRACK – A PRODUCT OF CYBERGROUP LEGALZOOM NATIONAL ASSOCIATION FOR COMMUNITY COLLEGE ENTREPRENEURSHIP (NACCE) NBIA TRAINING STARTGRID, INC.

SYMANTEC TECHNEXUS TEST MY PITCH TRAKLIGHT TRINET TURNSTONE UPS WKI – WENDYKENNEDY.COM

PRECONFERENCE INSTITUTE

SAT. 05/17/14 & SUN. 05/18/14

HH The

Fundamentals of Incubator Management SATURDAY, 9 A.M. – 4 P.M. // OAK ALLEY Devon Laney, President & CEO, Innovation Depot, Birmingham, Ala. Rick Roeser, Business Development Specialist, Wisconsin Business Innovation Corp., Spooner, Wis. HH Emprendimiento

SATURDAY, 9 A.M. – 4 P.M. // SOUTHDOWN Ana Greif, President, Varela Consulting, Tucson, Ariz. Carolina Martinez, Director, Latino Business Resource Center, Reading, Pa. HH Entrepreneurship

SUNDAY, 9 A.M. – 4 P.M. // NAPOLEON B3 Sandra Cochrane, Technology Business Consultant, Verdandi Consulting, Mattawan, Mich. Jennifer Simon, Director, Ohio University Innovation Center, Athens, Ohio

Sirviendo a las Empresas Cliente SUNDAY, 9 A.M. – 4 P.M. // MAUREPAS David Fonseca, Incubator Manager, Texas A&M University Corpus Christi College of Business, Corpus Christi, Texas Raphael Garcia, Director, Ingenio, Motnevido, Uruguay

Developing a Successful Incubator SUNDAY, 9 A.M. – 4 P.M. // NAPOLEON B1 Carol Lauffer, Partner, Business Cluster Development, Palo Alto, Calif. Chuck Wolfe, President, Claggett Wolfe Associates, Auburn, Calif.

SPECIAL ACTIVITIES NEW ORLEANS CITY PARK TOUR Sunday, 12 – 3 p.m. // Meet at the Canal Street entrance of the lobby at 11:45 a.m. Join this guided tour to experience New Orleans history, culture and atmosphere in a few short hours. The bus will take you to different parts of the city, with a guide providing local insights. Everyone will disembark at the St. Louis Cemetery No. 3, where beautiful marble and stone grave markings tell pieces of the city’s rich history. Attendees will also get a chance to wander through the Sculpture Garden. The bus will load at 12 p.m., and all participants will receive a boxed lunch. This optional activity required preregistration. Check the NBIA registration desk for last-minute availability.

A Comprehensive Guide to Funding Start-Ups SUNDAY, 9 A.M. – 4 P.M. // NAPOLEON D1&2 Bob Cohen, CEO, Braintree Business Development Center, Mansfield, Ohio

Incubator Funding Strategies SUNDAY, 9 A.M. – 4 P.M. // NAPOLEON D3 Mark Long, President, Long Performance Advisors, Ellettsville, Ind.

Trends in the Entrepreneurial Ecosystem Part 1: Starting and Managing a Coworking Space SUNDAY, 9 A.M. – NOON // NAPOLEON B2 Terry Howerton, Partner, TechNexus, Chicago, Ill.

Trends in the Entrepreneurial Ecosystem Part 2: Starting and Managing a Seed Accelerator Program SUNDAY, 1 – 4 P.M. // NAPOLEON B2 Thea Chase, Director, Telluride Venture Accelerator, Telluride, Colo.

NBIA NEW MEMBER/NONMEMBER RECEPTION Sunday, 4:15 – 5:30 p.m. // Napoleon A If you’re a new NBIA member or interested in learning more about us, attend the New Member/Nonmember Reception. NBIA staff and veteran members will explain how to get the most from your membership. A roundrobin with NBIA board members and longtime members also will provide a quick introduction to NBIA leaders and jump-start your conference networking. Immediately following this event, head to the opening reception with new friends and colleagues.

OPENING RECEPTION AND NBIA EXPO Sponsored by UPS Sunday, 5:30 – 7 p.m. // Napoleon C 1-3 Don’t miss the official kickoff event for NBIA’s conference. If you didn’t participate in the Preconference Institute, your first stop is the registration desk, where you’ll collect your name badge and materials and get answers to any conference-related questions you might have. After that, meet other incubation industry professionals and enjoy hors d’oeuvres and drinks. Check out the NBIA Bookstore for new and hard-to-find titles, and be sure to visit the NBIA Expo, where our exhibitors offer products and services that help you provide better support to entrepreneurs.

CERTIFICATE WORKSHOP: Workshops marked with a HH meet requirements of the NBIA Incubator Management Certificate Program. More information is available at the NBIA registration desk and online at www.nbia.org/certificate. NBIA CON F E R E N C E 2 0 1 4 > > 6

FIND US ON

EVENT HASHTAG

FAC E B O O K &TWITTER

CREATE A CUSTOMIZED SCHEDULE ON YOUR MOBILE DEVICE.

www.nbia.org/sched

MON. 05/19/14 WATERBURY

BORGNE

7:30 9 a.m.

RHYTHMS 1

RHYTHMS 2

NAPOLEON D 1&2

RHYTHMS 3

MAUREPAS

NAPOLEON D3

SOUTHDOWN

CONTINENTAL BREAKFAST AND NBIA EXPO NAPOLEON C 1-3

8 - 8:45 a.m.

NETWORKING BREAKFAST NAPOLEON AB

9 - 10:15 a.m. Incubator Marketing Strategies

Boost Value to Clients Through Better Mentoring and Coaching

SelfSustainability: Is It Achievable?

Innovative Ways to Involve Your Incubator in the Start-Up Community

10:15 10:45 a.m.

Accelerator Programs: Three International Perspectives

Maximizing Your Food Incubation Program

Roundtable: Understanding Forum: Angel Student Investment Incubation Challenges for Start-Ups

BREAK NAPOLEON C 1-3

10:45 a.m. Noon Leveraging Social Media to Benefit Your Program

Cultivating Donor and Benefactor Relationships

How to Meet Clients’ Debt and Equity Needs

Operating a Biotech Incubation Center

Accelerators: Do More Faster

Ins and Outs of the SBIR and STTR Programs

Rountable: Strengthening Incubators’ Roles in Regional Innovation Systems

Forum: Louisiana Business Incubation Association

Sponsored Learning Lab: WKI PreIncubation Program - Engaging Innovators to Transform Ideas Into Commercial Success

Forum: Biotech Incubation

Sponsored Learning Lab: incuTrack Lite Tutorial

12:15 - 2 p.m.

LUNCHEON WITH KEYNOTE ADDRESS: JOHN DANNER NAPOLEON AB 2:15 3:30 p.m.

4 - 7 p.m.

Small Crowdfunding Incubator, Done Right Big Impact

Lessons Learned in University Incubation

Intellectual Property Strategy and the Start-Up

Re-Igniting Your Incubation Program

Managing a Successful Soft Landings Program

Roundtable: Building an Incubation Program That Lasts

NEW ORLEANS BIOINNOVATION CENTER TOUR MEET IN THE LOBBY AT 4 P.M.

MON. 05/19/14

Continental Breakfast and NBIA Expo

Networking Breakfast

7:30 – 9 A.M. // NAPOLEON C 1-3

8 – 8:45 A.M. // NAPOLEON AB Join us for breakfast and you’ll make key connections to carry throughout the conference — and perhaps your career. Chat with colleagues based on common interest in hot topics, from university to rural incubation and more.

Concurrent Sessions 9 – 10:15 A.M. Sessions marked with a v are part of the advanced track. These sessions will be best for attendees who have been in the industry for four years or more.

Incubator Marketing Strategies WATERBURY Sponsored by incuTrack Find out how to create a marketing plan that won’t break the bank. Learn how to do market assessments and research, and how to create a strategic marketing plan with information gathered. The presenter will also cover metrics that will help you measure the effectiveness of your marketing. Mark Long, President, Long Performance Advisors, Ellettsville, Ind.

Accelerator Programs: Three International Perspectives RHYTHMS 3 Accelerator programs can help incubators build a pipeline of potential clients, engage the community and educate entrepreneurs. Examples from programs in three countries will demonstrate successful practices of accelerators that operate within incubators. Topics will include securing funding and leveraging partners. Chris Carder, Co-founder, Kinetic Café, Kinetic Startups & FRESH Startups, Toronto, Ontario, Canada Ozan Sonmez, Venture Lab Accelerator Officer, King Abdullah University of Science and Technology, Thuwal, Saudi Arabia Ben Wright, Director, Commercial Development, ATP Innovations, Everleigh, Australia

Boost Value to Clients Through Better Mentoring and Coaching BORGNE

Maximizing Your Food Incubation Program

Sponsored by WKI – wendykennedy.com

Learn how a food incubator can create a cluster of interconnected companies, suppliers, service providers and institutions. Explore cluster development, revenue enhancement and economic activities around food, natural products and brewing. Presenters will share examples from their work.

An effectively structured mentoring system can improve a program’s success. Learn how to set up and leverage a successful mentoring program, discover what to consider when hiring mentors, and find out how to build accountability into mentoring. Thomas Hordam, Director of Development, Lejre Municipality, Lejre, Denmark Shane Pegg, Vice President of Operations, Accelerator Centre, Waterloo, Canada David Terry, Executive Director, West Texas A&M University Enterprise Network, Amarillo, Texas

Self-Sustainability: Is It Achievable? RHYTHMS 1 NBIA's best practices include self-sustainability, but what does “sustainability” mean and how does it differ depending on your program’s circumstances? Learn about various approaches to sustainability and find out how your incubation program can create plans for achieving it based on your unique situation. Jim Greenwood, President, Greenwood Consulting Group, Sanibel, Fla. Gordon Hogan, Director, University of Central Florida Business Incubation Program, Orlando, Fla.

Innovative Ways to Involve Your Incubator in the Start-Up Community RHYTHMS 2 Explore ways in which your incubator can foster and encourage growth in the startup community, ultimately driving business to your program. Topics covered will include tech meetups, hackathons, Startup Weekend, podcasts, coworking, selfpromotional celebratory events, strengthened university relationships, and new ways to tailor business services within your program. Wayne Barz, Manager of Entrepreneurial Services, Ben Franklin TechVentures, Bethlehem, Pa. Anthony Durante, Economic Development Specialist, Allentown Economic Development Corporation, Allentown, Pa.

NAPOLEON D 1&2

Lou Cooperhouse, President & CEO, Food Spectrum, Princeton, N.J., and Acting Director, Rutgers Food Innovation Center, Bridgeton, N.J. Mary Lou Surgi, Founding Director, Blue Ridge Food Ventures, Asheville, N.C.

v Roundtable: Understanding Angel Investment Challenges for Start-Ups MAUREPAS This roundtable session will begin with a discussion on angel investing in today’s ecosystem. The conversation will focus on the challenges that start-ups face in obtaining capital and what leading incubator managers are doing to aide their clients in that endeavor. John Hanak, Statewide Director, Purdue Technology Centers, Indianapolis, Ind. John Sydnor, Senior V.P. of Venture Acceleration and Strategic Initiatives, TechColumbus, Columbus, Ohio Tom Vanneman, CEO, Ultra Athlete, Indianapolis, Ind.

Forum: Student Incubation NAPOLEON D 3 Student business incubation continues to grow, and with it the number of innovative programming ideas to serve this exciting group of entrepreneurs. Join the discussion on existing program structures, what strategies work best and much more. Moderator: Chris Kirk, Director, Strategic Projects, Deputy ViceChancellor’s Office, University of Canterbury, Canterbury, New Zealand

Break 10:15 – 10:45 A.M. // NAPOLEON C 1-3 Sponsored by Symantec

NBIA CON F E R E N C E 2 0 1 4 > > 8

MON. 05/19/14

Concurrent Sessions 10:45 A.M. – NOON

Accelerators: Do More Faster

Sessions marked with a v are part of the advanced track. These sessions will be best for attendees who have been in the industry for four years or more.

RHYTHMS 3

Leveraging Social Media to Benefit Your Program WATERBURY Using social media becomes more complicated every day. What successful strategies are simple, easy to manage and yield good results? Though there’s no one-size-fits-all answer, this session will cover major social media platforms and how to best incorporate them into your marketing strategy. Sarah Zink, Director of Business Development, TECH Fort Worth, Fort Worth, Texas

Cultivating Donor and Benefactor Relationships BORGNE This session will give you strategies for finding donors and keeping them happy after they have invested in your incubation program. You’ll learn ways to use your networks to find potential donors, strategies for talking with them to discover their needs, and simple steps for keeping them informed. Katherine Cota-Uyar, Associate Director, John Pappajohn Entrepreneurial Center, University of Northern Iowa, Cedar Falls, Iowa Paul Woodcock, Director of Planning, Regeneration and Culture, Rotherham Metropolitan Borough Council, Rotherham, United Kingdom

How to Meet Clients’ Debt and Equity Needs RHYTHMS 1 The presenters will describe various debt and equity products and programs that can support client companies at various stages of development. Learn how to determine whether to provide funding through an in-house program or through partnerships with outside providers. John Hanak, Statewide Director, Purdue Technology Centers, Indianapolis, Ind. Devon Laney, President & CEO, Innovation Depot, Birmingham, Ala. Chuck Wolfe, President, Claggett Wolfe Associates, Auburn, Calif.

Operating a Biotech Incubation Center RHYTHMS 2 Want to know the details of operating a biotechnology facility? This session will cover topics your laboratories and clients might face, including equipment, policies, procedures, facilities management and more. Come learn from these experienced panelists, who will discuss all things related to biotechnology incubation. Patti Breedlove, Director, Sid Martin Biotechnology Innovation Center, Alachua, Fla. Mark Long, President, Long Performance Advisors, Ellettsville, Ind. Merrie Shaw, Program Manager, Sid Martin Biotechnology Innovation Center, Alachua, Fla.

Luncheon With Keynote Address: John Danner 12:15 – 2 P.M. GRAND BALLROOM

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The popularity of accelerator programs has skyrocketed. Find out what accelerators are and what they do, and how they differ from incubators. The presenter will describe different accelerator models and demonstrate how this new style of start-up acceleration is impacting the world of entrepreneurship. Peter Barth, Board Member, Global Accelerator Network and Founder and CEO of The Iron Yard, Greenville, S.C.

Ins and Outs of the SBIR and STTR Programs NAPOLEON D 1&2 Find out how to help clients secure SBIR or STTR funding by learning more about these programs. The presenters will explain the details of applying for funding, and highlight key elements of a successful application. Roy Keller, Director, Louisiana Technology Transfer Office, Baton Rouge, La. Jim Greenwood, President, Greenwood Consulting Group, Sanibel, Fla.

v Roundtable: Strengthening Incubators’ Roles in Regional Innovation Systems MAUREPAS The innovation/entrepreneurship space is dynamic, requiring us to embrace new roles and approaches to sustain meaning in our regional economies. This discussion will explore the central characteristics of successful venture development organizations and outline next steps for improving your organizational strategies. Mark Skinner, Director, Regional Innovation Acceleration Network, Westerville, Ohio Tom Walker, CEO, TechColumbus, Columbus,Ohio

Forum: Louisiana Business Incubation Association NAPOLEON D 3 This meeting for members of the Louisiana Business Incubation Association gives professionals from the conference host state an opportunity to discuss current issues facing Louisiana incubation programs today. Charlie D’Agostino, Executive Director, Louisiana Business & Technology Center, Baton Rouge, La.

Sponsored Learning Lab: WKI Pre-Incubation Program – Engaging Innovators to Transform Ideas Into Commercial Success SOUTHDOWN Learn how WKI Certified Coaches are using the So what? Who cares? Why you? methodology and toolkit to help innovators discover and communicate the business value of science and technology ideas. Get practical tips and techniques for launching the program in your community, and receive a copy of WKI’s new e-book, “The Power of Pre-Incubation.” Wendy Kennedy, Founder, WKI, Ottawa, Canada

John Danner is a senior fellow with the Lester Center for Entrepreneurship and Innovation at the University of California Berkeley’s Haas School of Business and a visiting professor of entrepreneurship at Princeton University. Having been involved with start-ups as an entrepreneur, advisor and investor, he also is a senior moderator with the Aspen Institute’s executive and global leadership program. Currently, Danner is co-authoring a book on failure and its significance for entrepreneurship and innovation.

MON. 05/19/14

Concurrent Sessions

2:15 – 3:30 P.M. Sessions marked with a v are part of the advanced track. These sessions will be best for attendees who have been in the industry for four years or more.

Crowdfunding Done Right WATERBURY Picking the best platform, creating a great video and providing exciting, valuable rewards can increase the odds of having a successful crowdfunding campaign. Learn how to better coach clients so they stand the best chance of garnering support through this increasingly popular funding mechanism. Sandra Cochrane, Owner, Verdandi Consulting, Mattawan, Mich. Bob Cohen, CEO, Braintree Business Development Center, Mansfield, Ohio

Small Incubator, Big Impact BORGNE Sponsored by GrowthWheel Your program may not have a huge staff and dozens of companies, but it still can make a significant impact on the region. Learn how your small program can find its place in the community, leverage its board to reach otherwise unobtainable milestones, and identify and measure areas of impact. Ted Baker, CEO & Executive Director, Muncie Innovation Connector, Muncie, Ind. Michael Fritsch, Entrepreneur in Residence, Northeast Indiana Incubation Center, Fort Wayne, Ind.

Lessons Learned in University Incubation RHYTHMS 1 There are many benefits to building and operating an incubation program in association with an academic institution. This session will provide tips for positioning your university-affiliated program for success, including how to identify unique funding opportunities and build relationships with potential partners within and outside of your institution. Mitch Fillet, Professor of Business and Entrepreneurship, Fordham University and Co-Director, Fordham Foundry, Bronx, N.Y. David Fink, Entrepreneur in Residence, bwtech@UMBC Research and Technology Park, Baltimore, Md. Christine Janssen-Selvadurai, Director, Entrepreneurship Program, and Co-director, Fordham Foundry, Fordham University, Bronx, N.Y. Jennifer Reynolds, Director of Venture Creation, bwtech@UMBC Research and Technology Park, Baltimore, Md.

Intellectual Property Strategy and the Start-Up RHYTHMS 2 Sponsored by Traklight Understanding intellectual property, let alone having a sound IP strategy, can be overwhelming for start-ups. Learn why IP is so important for technology companies and find out what IP-related questions to ask at each stage of company development. Thomas Marlow, Patent Attorney & Chair, Portfolio Management & Analytics Group, Schwegman Lundberg & Woessner, Portland, Maine Edward Sandor, Officer, Patent Attorney, Schwegman, Lundberg & Woessner, Minneapolis, Minn.

v Re-Igniting Your Incubation Program RHYTHMS 3 Change is constant and necessary in the incubation industry, as market conditions and opportunities force program adjustments. In this session, learn how two industry-leading incubators – one technology-focused and the other a rural, mixed-use program – have re-ignited their offerings to deliver higher value to client companies and the regions they serve. David Terry, Executive Director, WTAMU Enterprise Network, Amarillo, Texas Tom Walker, CEO, TechColumbus, Columbus, Ohio

Managing a Successful Soft Landings Program NAPOLEON D 1&2 Want to develop a program to help client companies enter foreign markets, either from abroad into your domestic market or vice versa? Three programs that have earned the NBIA Soft Landings designation will explain their successful techniques and the lessons they have learned. Amanda Parris, Business Centres and Soft Landing Zone Project Manager, Rotherham Investment and Development Office, Rotherham, United Kingdom Keith Segerson, Executive Director, Mason Enterprise Center at George Mason University, Fairfax, Va. Ben Wright, Director, Commercial Development, ATP Innovations, Everleigh, Australia

Roundtable: Building an Incubation Program That Lasts MAUREPAS Learn procedures to help ensure smooth staff transitions at all levels of your program. The presenters will explain strategies for success such as building a strong management team, documenting procedures, keeping an open dialogue with staff and managing community expectations. Russ Yelton, President and CEO, Northern Arizona Center for Entrepreneurship and Technology, Flagstaff, Ariz. Annette Zinky, Vice President, Northern Arizona Center for Entrepreneurship and Technology, Flagstaff, Ariz.

Forum: Biotech Inclubation NAPOLEON D 3 Meet other bioscience incubation professionals and share ideas. Discuss shared lab space, tips for managing energy costs, technology development, IP management and innovative budgeting ideas. Patti Breedlove, Director, Sid Martin Biotechnology Incubator, Alachua, Fla.

Sponsored Learning Lab: incuTrack Lite SOUTHDOWN Find out how the recently-released, free incuTrack Lite can help you get started with the essential tools of incuTrack, the leading tracking and reporting system for incubators and accelerators. The tools help you manage client relationships, management, create application forms, and collect and report economic impact data. Greg Bean, CEO and Founder, Cybergroup – developer of incuTrack, Baltimore, Md.

4 – 7 P.M. // MEET AT THE CANAL STREET ENTRANCE OF THE LOBBY Attend a tour of the New Orleans BioInnovation Center, a wet-lab business incubator focused on the commercialization of university life-science technologies. Opened in 2011, this 66,000-square-foot facility is located in downtown New Orleans, only steps from the historic French Quarter. This LEED Gold facility offers state-of-the-art lab space, offices and conference facilities, and is currently home to more than 40 companies with a wide variety of technologies, including drug development, medical devices and environmental remediation. The New Orleans BioInnovation Center is a private, nonprofit organization started by Louisiana Economic Development as a part of a statewide network of incubators focused on the life sciences.

N E W O R L E A N S

BIOINNOVATION CENTER TOUR

NBIA CONF E R E N C E 2 0 1 4 > > 1 0

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TUE. 05/20/14 WATERBURY

BORGNE

RHYTHMS 1

RHYTHMS 2

7:30 9 a.m.

NAPOLEON D 1&2

RHYTHMS 3

MAUREPAS

NAPOLEON D3

SOUTHDOWN

CONTINENTAL BREAKFAST NAPOLEON C 1-3

8 - 8:45 a.m.

KEYNOTE ADDRESS: KEVIN LANGLEY NAPOLEON AB

9 - 10:15 a.m. Rethink Innovation Revenue in Student Generation for Incubation Your Program

Selecting the Right Clients for Your Incubator

10:15 10:45 a.m.

Services for Second-Stage Companies

Competitive Immigration

The Future of Clean-Tech Innovation

Roundtable: Developing New Incubators

Forum: Kitchen Incubation

BREAK NAPOLEON C 1-3

10:45 a.m. Noon Conducting an Effective Feasibility Study

Tools for Working With Federal Agencies

Business Plan 2.0: Lean Startup, Business Model Canvas and GrowthWheel

A Comprehensive Guide to Funding: Government Agencies, Foundations and Private Sector Campaigns

Creating International Partnerships to Enhance Your Program

Education to Employment: Incubating Designing a Social change Pipeline That Works

Forum: Women and Minority Incubation

12:15 - 2 p.m.

NBIA AWARDS LUNCHEON NAPOLEON AB 2:15 3:30 p.m.

4 - 5 p.m.

How Are You Really Impacting Clients?

Program CommercializUsing Considerations ing Technology Students to for Womenand Launching Support Client Owned Start-Ups Companies Businesses

Business Plan 2.0 Part 2: Implementing Lean Startup, Business Model Canvas and GrowthWheel

Improve Your Incubator's Performance With Online Tools

VENDOR MIXER NAPOLEON C 1-3

8:30 p.m

TURNSTONE AFTER HOURS THE BEACH ON BOURBON

Redesigning Forum: Space-Based Rural Incubation: Incubation An Interactive Design Experience

Sponsored Learning Lab: GrowthWheel

TUE. 05/20/14

Continental Breakfast

7:30 – 9 A.M. NAPOLEON C 1-3

Keynote Address: Kevin Langley 8 – 8:45 A.M. // NAPOLEON AB

Concurrent Sessions

An entrepreneur since college, Kevin Langley works to help entrepreneurs all over the globe. He has chaired the Global Board for the Entrepreneurs’ Organization, represented the United States at the G8 Youth Entrepreneurship Summit in Stressa, Italy, and is currently helping to build a vibrant Palestinian entrepreneurship ecosystem in the West Bank and Gaza. He is co-owner of Ellis Construction, Inc., a regional commercial contractor based in New Orleans.

9 – 10:15 A.M. Sessions marked with a v are part of the advanced track. These sessions will be best for attendees who have been in the industry for four years or more.

v Services for Second-Stage Companies RHYTHMS 3 Sponsored by Symantec

Rethink Revenue Generation for Your Program WATERBURY Sponsored by incuTrack Incubators are under increasing pressure to implement innovative strategies that diversify revenues and strengthen financial sustainability. This session will provide examples of proven business models that will cause you to rethink your programming and service delivery and reengineer your incubator’s plan for financial health and success. Karl LaPan, President & CEO, Northeast Indiana Innovation Center, Fort Wayne, Ind. Carol Lauffer, Partner, Business Cluster Development, Palo Alto, Calif.

Innovation in Student Incubation BORGNE Student business incubation continues to grow and many incubators have unique programs for their student entrepreneurs. Panelists will discuss their processes for creating new programs and finding champions and benefactors for those programs. They will also address the opportunities and challenges involved. Katherine Cota-Uyar, Associate Director, John Pappajohn Entrepreneurial Center, University of Northern Iowa, Cedar Falls, Iowa Chris Kirk, Director, Strategic Projects, Deputy Vice-Chancellor’s Office, University of Canterbury, Canterbury, New Zealand Alexey Svishev, Dean of Faculty of Applied Economy and Professor of Management and Marketing, MGIMO, Moscow, Russia

Selecting the Right Clients for Your Incubator RHYTHMS 1 Screening and selecting high-value clients is critical to a program’s success. The presenters will explain the key criteria your entrepreneur evaluation process should consider, detail the characteristics of successful selection panelists, and discuss how to engage businesses in rural and urban areas. Michael O’Rourke, Managing Director, Real Estate Programming & Operations, TechTown Detroit, Detroit, Mich. Natasha Ramkissoon, Chairman, National Entrepreneurship Development Company, Port-of-Spain, Trinidad and Tobago

Competitive Immigration RHYTHMS 2 Find out some of the latest international efforts to lure the best entrepreneurs. Presenters will explain how several countries have launched start-up visa programs, how cross-border migration affects the entrepreneurial ecosystem, what current policy initiatives are happening, and how to help your program stand out in the increasingly competitive global landscape. Torsten Kolind, CEO and co-founder, YouNoodle, San Francisco, Calif. Sunil Sharma, Managing Partner, Extreme Venture Partners and EiR, Hyperdrive Accelerator, Toronto, ON, Canada

Want to learn how incubation programs can expand their service offerings to second-stage companies and past graduates? In this session you’ll learn what two successful programs are doing to make companies more competitive, to stay connected with graduates, and to partner with community organizations for economic gardening. Jim Bowie, Site Manager/Associate Director, University of Central Florida Business Incubator Program, Orlando, Fla. Megan Reichert, Manager, Venture Accelerator, University of Michigan, Ann Arbor, Mich.

The Future of Clean-Tech Innovation NAPOLEON D 1&2 Discover best practices learned by two programs with unique approaches to incubating clean-technology companies. Topics will include how to develop a client sourcing strategy and how to integrate involvement from the international, higher education, public and private sectors. Jean-Christophe de Tauzia, Director, Incubateur Descartes, Paris, France Micah Kotch, Director of Incubator Initiatives, NYU Polytechnic School of Engineering, Brooklyn, N.Y.

Roundtable: Developing New Incubators MAUREPAS If you are developing or considering developing a new business incubator, attend this roundtable discussion to exchange ideas with others who are in the development process. This industry veteran will also introduce you to NBIA resources and industry best practices. Jim Robbins, Partner, Business Cluster Development, Menlo Park, Calif.

Forum: Kitchen Incubation NAPOLEON D 3 Food, glorious food! If you manage or are interested in developing a program for culinary and food entrepreneurs, be sure to attend this forum. Topics could include working with regulatory agencies, creating marketing co-ops and more. Lou Cooperhouse, President & CEO, Food Spectrum LLC, Princeton, N.J.

Sponsored Learning Lab: GrowthWheel SOUTHDOWN In this Learning Lab, GrowthWheel will present the founding principles of the GrowthWheel toolbox, an alternative way to counsel entrepreneurs. The presenters also will share strategies and new ideas for supporting and motivating entrepreneurs through the different stages of starting and growing a business. David Madie, Founder & CEO, GrowthWheel International, New York, N.Y.

Break 10:15 – 10:45 A.M. // NAPOLEON C 1-3 Sponsored by GrowthWheel

NBIA CONF E R E N C E 2 0 1 4 > > 1 2

TUE. 05/20/14

Concurrent Sessions 10:45 A.M. – NOON Sessions marked with a v are part of the advanced track. These sessions will be best for attendees who have been in the industry for four years or more.

Conducting an Effective Feasibility Study WATERBURY Learn the ins and outs of each stage of the feasibility study process. The presenters will describe the components of assessing market opportunities, clarify parameters on which to assess feasibility, and cover how to determine feasibility or suggest alternatives better suited to meeting clients’ objectives. Mark Long, President, Long Performance Advisors, Ellettsville, Ind. Chuck Wolfe, President, Claggett Wolfe Associates, Auburn, Calif.

Tools for Working With Federal Agencies BORGNE Federal agencies offer many opportunities for entrepreneurs and small businesses but pose unique challenges in creating an open and communicative environment. This session will highlight programs that have been successfully implemented to allow collaboration between government agencies and the private sector. Charlie Beasley, President & CEO, Mississippi Enterprise for Technology, Stennis Space Center, Miss. Laurie Jugan, Client Services and Technology Transfer Coordinator, Mississippi Enterprise Technology, Stennis Space Center, Miss.

Business Plan 2.0: Lean Startup, Business Model Canvas and GrowthWheel RHYTHMS 1 Lean Startup has become a well-known term in the entrepreneurial ecosystem, but what does it mean? How does it differ from Business Model Canvas and the GrowthWheel Toolbox? And how do entrepreneurs use these programs effectively? Join experts to get a deeper understanding of these important concepts. Bethany George, Executive-in-Residence, Ohio University Innovation Center, Athens, Ohio Ana Greif, President, Varela Consulting, Tucson, Ariz. David Madie, Founder & CEO, GrowthWheel International, New York, N.Y.

Creating International Partnerships to Enhance Your Program RHYTHMS 2 Find out how two U.S. programs have formed partnerships with international organizations to help companies commercialize innovations and break into foreign markets. Presenters will describe of their collaborations and their strategies for success.

v A Comprehensive Guide to Funding: Government Agencies, Foundations and Private Sector Campaigns RHYTHMS 3 What are the fundamental elements of successful funding requests? How can you best articulate your case for investment? Find out at this session, where you’ll discover what government agencies and foundations look for when considering funding requests and grant applications. Colleen Kelly, Director of Development, Youngstown Business Incubator, Youngstown, Ohio Charles Stein, President, Strategic Development Services, Columbus, Ohio

Incubating Social Change NAPOLEON D 1&2 Many entrepreneurs don't want to run a business solely for profit, they want to make the world a better place. Hear about lessons learned from an incubation program specially designed to support social innovators and learn ways to respond to the needs of this niche audience. Claire Carpenter, Managing Director, The Melting Pot, Edinburgh, Scotland Andrea Chen, Executive Director, Propeller, New Orleans, La.

Education to Employment: Designing a Pipeline That Works MAUREPAS This session will show how incubators can close the gap between public schools and the world of business by creating seamless pipelines from education to employment. Presenters will draw from their own successful model to discuss ideas for sharing resources and expenses with local high schools to develop needed workforce talent. Donna Deeds, Executive Director, Center for Advanced Professional Studies, Overland Park, Kan. Scott Kreshel, Accelerator Manager, Center for Advanced Professional Studies, Overland Park, Kan. Jon Newcomb, Manager, Business Development, Center for Advanced Professional Studies, Blue Valley School District, Overland Park, Kan.

Forum: Women and Minority Incubation NAPOLEON D 3 Join this forum to discuss best practices for working with women and minority entrepreneurs and to brainstorm ideas for encouraging women and minorities to start businesses. DeAnna Adams, Incubator Professional/Consultant, Denver, Colo.

Ann Domorad, Managing Director, American Councils for International Education, Washington, D.C. Agnes Flemal, General Manager, WSL, Liege, Belgium Charles Martinez, Vice President of Innovation Services, Research Valley Innovation Center, College Station, Texas Anastasya Tyurina, Director of HSE Innovations, Higher School of Economics, Moscow, Russia

Help NBIA honor the industry’s top incubation programs, incubation networks, clients and graduates at this celebratory luncheon. The NBIA Incubation Awards are one of the conference highlights each year. The awards recognize those who have made important contributions to the business incubation industry through innovative programs, services and products. This ceremony concludes with the announcement of the Randall M. Whaley Incubator of the Year, an award presented annually to a program that exemplifies overall excellence in business incubation. > The Outstanding Incubator Graduate Awards are sponsored by Turnstone. > The Outstanding Incubator Client Awards are sponsored by UPS. > The Dinah Adkins Incubator of the Year Award is sponsored by the Dinah Adkins Incubation Awards Fund. > The Randall Whaley Incubator of the Year Award is sponsored by the Friends of the University City Science Center. > The Network of the Year Award is sponsored by the University of Central Florida Business Incubation Program. 13 < < N B I A C O N F E R E N C E 2 014

NBIA Awards Luncheon 12:15 – 2 P.M. // NAPOLEON AB

TUE. 05/20/14

Concurrent Sessions

2:15 – 3:30 P.M. Sessions marked with a v are part of the advanced track. These sessions will be best for attendees who have been in the industry for four years or more.

v Business Plan 2.0 Part 2: Implementing Lean Startup, Business Model, and GrowthWheel Strategies

How Are You Really Impacting Clients? WATERBURY

RHYTHMS 3

Learn how to collect information from companies about the impact they will attribute to your program. The presenters will also provide insights on how to use impact information for management, board reporting, funding applications and strategic planning.

Incubators from around the world are using new business planning and modeling techniques to help entrepreneurs identify and engage customers more effectively. Find out how three incubation professionals are incorporating Lean Startup strategies, the Business Model Canvas and the GrowthWheel Toobox into their programs and what lessons they have learned.

Brian Barge, CEO, The Evidence Network, Waterloo, ON, Canada Rick Roeser, Business Development Specialist, Wisconsin Business Innovation Corp., Spooner, Wis.

Commercializing Technology and Launching Start-Ups BORGNE Sponsored by WKI – wendykennedy.com Learn about effective commercialization and start-up models in use at best-practices incubation programs. Panelists will discuss how to engage and assist inventors, validate technology and identify a market, and form an effective support network that leverages the entrepreneurial ecosystem.

Bob Cohen, CEO, Braintree Business Development Center, Mansfield, Ohio Bethany George, Executive-in-Residence, Ohio University Innovation Center, Athens, Ohio David Terry, President and CEO, West Texas A&M University, Amarillo, Texas

Improve Your Incubator Performance With Online Tools NAPOLEON D 1&2

Laura Frerichs, Director, University of Illinois Research Park, University of Illinois Urbana Champaign, Champaign, Ill. Carol Lauffer, Partner, Business Cluster Development, Palo Alto, Calif. Tom O’Neal, Executive Director, University of Central Florida Business Incubation Program, Orlando, Fla.

When incubators offer dedicated online tools for functions such as creating financial forecasts and testing business models, they can better engage current clients and attract potential clients. Find out what types of tools bring the most value while simultaneously freeing staff time and impacting program success.

Program Considerations for Women-Owned Businesses RHYTHMS 1

Greg Bean, CEO and Founder, Cybergroup — developer of incuTrack, Baltimore, Md. Catherine Pommier, Director, Montpellier BIC, Montpellier Agglomeration, France.

This panel offers practical tips on creating, delivering and funding effective business incubation programming for women-owned businesses. You’ll learn the challenges and opportunities facing women-owned businesses and get tips on measuring the impact of programming for these companies. Lynette Colin, Director, Women’s Business Resource & Entrepreneurship Center, New Orleans, La. Angie Duncanson, Program Manager/Business Counselor, Maryland Women's Business Center/Bowie Business Innovation Center, Bowie, Md. Lisa Smith, Executive Director, Bowie Business Innovation Center, Bowie State University Center for Business, Bowie, Md.

RHYTHMS 2 University incubators have a unique resource for client companies: students who can provide assistance in multiple ways. These students can do market research, provide technical expertise and gain real-world experience at the same time. Learn from programs that harness this resource effectively. Jacques Arlotto, Associate Professor and Entrepreneur Program Director, AUDENCIA, Nantes School of Management, Nantes, France Jason Boudreaux, Technology Business Consultant, BioTech Initiative, Baton Rouge, La. Denis Gallot, Entrepreneurship Professor, NEOMA School of Business, Mont Saint Aignon, France

4 – 5 P.M. NAPOLEON C 1-3

VENDOR MIXER

Enjoy drinks and hors d’oeuvres while mingling with NBIA’s partners, sponsors and exhibitors. Learn more about the services they provide to make your job easier and help you support entrepreneurs. NBIA’s partners offer NBIA members discounts and special pricing on goods and services, and some of our partners extend special pricing and services to incubator clients.

MAUREPAS Find out how to treat your facility as a resource for creativity and innovation instead of just a space to be managed. Borrowing ideas from coworking spaces and the offices of innovative companies, this interactive session will help participants plan to enhance current spaces or create new ones. Come ready to push up your sleeves, move around the room and be creative. Jeff Joerling, Business Development Manager, Turnstone, A Steelcase Co., Denver, Colo.

Using Students to Support Client Companies

N B I A

Redesigning Space-Based Incubation: An Interactive Design Experience

Forum: Rural Incubation NAPOLEON D 3 Rural incubators are some of the most innovative and creative because of the unique challenges they face. Topics for this forum typically include program funding, recruiting entrepreneurs, stakeholder management and more. Holly Hanson, Director, Cumberland Business Incubator, Crossville, TN

8:30 P.M. THE BEACH ON BOURBON

N B I A

AFTER PARTY

Come enjoy the Louisiana nightlife with NBIA partner Turnstone and the late-night incubator crowd. We’ll be rocking to live music at the Beach on Bourbon – bring a few dollars for drinks, leave your name badge at the hotel and come ready to laissez les bons temps rouler!

NBIA CONF E R E N C E 2 0 1 4 > > 1 4

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WED. 05/21/14 WATERBURY

7:30 - 9 a.m.

BORGNE

RHYTHMS 1

RHYTHMS 2

RHYTHMS 3

NAPOLEON D 3

CLOSING BREAKFAST: DISCUSSION OF INDUSTRY TRENDS NAPOLEON AB

9 - 10:15 a.m.

Four Phases of the Small Business Loan Underwriting Process

Top-Notch Negotiation Skills to Benefit You and Your Clients

10:15 10:45 a.m.

10:45 a.m. Noon

Pioneering Partnerships With Your Local SBDC

Regional Networks

Incubation in the Forum: CABI Creative Industries

BREAK NAPOLEON C 1-3

Navigating the EDA

How to Engage Youth Entrepreneurs

Business Incubation in Latin America

Roundtable: Forum: Lessons Learned in Caribbean Rural Incubation

1 - 6 p.m.

LOUISIANA BUSINESS AND TECHNOLOGY CENTER TOUR* MEET IN THE LOBBY AT 12:45 P.M.

* not included in the general registration fee.

6th Annual Saudi National Incubation Conference and 1st NBIA MENA Regional Conference October 27 – Innovation Tour October 28 to 29 – Conference Sessions

Location: Conference Hall – Building 36 – King Abdulaziz City for Science and Technology, King Abdullah Road, Riyadh. Saudi Arabia. Contact : King Abdulaziz City for Science and Technology BADIR Program for Technology Incubators Kingdom of Saudi Arabia Tel:+966112052018 or +966 11 4503414 Fax:+966112054063 or +966 11 4813611 Website: www.kacst.edu.sa or www.badir.com.sa Please note: the conference page is still under development and will be ready by the end of June.

WED. 05/21/14 Closing Breakfast: Discussion of Industry Trends 7:30 – 9 A.M. // NAPOLEON AB

Join NBIA President and CEO, Jasper Welch, for this interactive session on the trends impacting business incubation and entrepreneurship support. With input from industry experts, Jasper will explore some of the hot topics facing conference attendees.

Concurrent Sessions 9 – 10:15 A.M.

Regional Networks RHYTHMS 2 Four Phases of the Small Business Loan Underwriting Process WATERBURY Hear an insider’s tips for understanding the phases of the loan approval process. Learn why it’s important to know how an application is processed, get insights about the documents needed for loan processing, and discover tricks for improving client access to small business loan capital. Pat Beck, Business Incubator Manager, Economic Development Center, Lawton, Okla. Gil Whavers, Business Incubation Center Manager, Bill J. Priest Institute for Economic Development, El Centro College, Dallas, Texas

Top-Notch Negotiation Skills to Benefit You and Your Clients BORGNE Effective negotiations can lead to better deals for you and your clients, and also can help minimize conflict. Presenters will share tips for improving this critical skill set, including how to identify cultural, linguistic and stylistic differences that can block negotiations, and how to better leverage program and client strengths. Michele Huff, Senior Associate University Counsel, University of New Mexico, Albuquerque, N.M. Marie Longserre, President & CEO, Santa Fe Business Incubator, Santa Fe, N.M.

Pioneering Partnerships With Your Local SBDC RHYTHMS 1 Deploying a small business development center analyst as an on-site business counselor presents a tremendous opportunity to amplify the value of both your incubation program and your local SBDC. Learn how you can leverage minimal resources and launch one of these mutually beneficial partnerships. David Norcross, Acting Center Director, Maricopa Community Colleges SBDC, Phoenix, Ariz. Jeff Saville, Executive Director, Center for Entrepreneurial Innovation, Phoenix, Ariz.

Incubators can better serve entrepreneurs through the creation of regional networks, which allow them to leverage the strengths of multiple organizations and pool their resources. This session looks at these networks in the U.S. and France. Jacques Arlotto, Associate Professor and Entrepreneur Program Director, AUDENCIA, Nantes School of Management, Nantes, France Denis Gallot, Entrepreneurship Professor, NEOMA School of Business, Mont Saint Aignon, France Jamie Coughlin, Director, New Venture Incubator Programs, Dartmouth Regional Technology Center, Lebanon, N.H.

Incubation in the Creative Industries RHYTHMS 3 Learn about the unique opportunities and challenges facing incubators that focus on creative industries, including fashion and the arts. Presenters will address different business models, effective partnerships, fundraising and long-term goals for this type of entrepreneurial support. Elissa Bloom, Executive Director, Philadelphia Fashion Incubator, Philadelphia, Pa. Meredith Kerekes, Entrepreneur-in-Residence, Detroit Creative Corridor Center, Detroit, Mich.

Forum: CABI NAPOLEON D 3 Canada features an abundance of world-class incubators. Join the members of the Canadian Association of Business Incubators to discuss both the challenges and opportunities facing programs from across Canada. Ed Hobbs, Toronto Business Development Centre, Toronto, Ontario, Canada

Break 10:15 – 10:45 A.M. // NAPOLEON C 1-3

NBIA CONF E R E N C E 2 0 1 4 > > 1 6

WED. 05/21/14

Concurrent Sessions

Roundtable: Lessons Learned in Rural Incubation

10:45 A.M. – NOON

RHYTHMS 3

Navigating the EDA WATERBURY The EDA can be a valuable resource for both incubator managers and entrepreneurs. Get an inside look at this federal agency and ideas for making the most of it in this engaging session. Matthew Giannini, Area Director, Economic Development Administration, Austin, Texas

How to Engage Youth Entrepreneurs BORGNE Engaging youth entrepreneurs can benefit your community and your program, but it requires partnership development and community support. Learn how two initiatives involved young entrepreneurs, including how they garnered partner support, recruited volunteers, gained funding and sparked student interest. Kalilou Dama, Coordinator, YES Inc. Malian Youth Program, Bamako, Mali Loretta Daniel, Director, Kentucky Innovation Network at Murray State University, Murray, Ky.

Successful rural incubation programs need to be mission-driven and market-focused to succeed. Presenters will discuss lessons learned from operating in a 26-county rural area, particularly the necessity of flexibility to succeed, adapt, pivot and change. They will then facilitate a discussion on how to avoid failure and ensure success. Drew Whipple, Client Services Director, West Texas A&M University Enterprise Center, Amarillo, Texas Jeff Reid, Incubator Director, West Texas A&M University Enterprise Center, Amarillo, Texas Kyla Frye, Marketing and Communications Manager, West Texas A&M University Enterprise Center, Amarillo, Texas

Forum: Caribbean Incubation NAPOLEON D 3 Latin American business incubators are growing in scope and sophistication, and include a number of world-class programs. This session will focus on issues and challenges facing this growing and diverse community. Cheryll Stewart, Manager., Entrepreneurial Skills Dev. Unit, HEART Trust NTA, Kingston Jamaica

Business Incubation In Latin America RHYTHMS 1 The cultural and economic diversity of Latin America make it a prime location for innovative business incubation programs. Join in this discussion of the latest trends in the region and learn about strategies for success. Rafael Garcia, Director, Ingenio, Montevideo, Uruguay

L O

BUSINESS AND TECHNOLOGY CENTER TOUR

1 – 6 P.M. MEET IN THE LOBBY AT 12:45 P.M. A boxed lunch will be provided on the bus on the way to the LSU Innovation Park.

This optional activity required preregistration. Check the NBIA registration desk for last-minute availability.

17 < < N B I A C O N F E R E N C E 2 014

Located in the 250-acre LSU Innovation Park at Louisiana State University, the 30,000-squarefoot LBTC facility is home to approximately 38 clients and has graduated nearly 170 companies since its inception in 1988. In 2005, LBTC was selected as NBIA’s Randall M. Whaley Incubator of the Year, and the center is credited with creating more than 9,200 jobs for Louisiana. In 2013, LBTC celebrated its 25th anniversary and honored outstanding graduate companies during this tenure. Several of these graduate companies have more than 200 employees and are generating millions of dollars in annual sales. Additionally, in 2010 LBTC opened

its state-of-the-art LSU Student Incubator, which houses 31 student companies. Nearly 20 companies have graduated from the student incubator and are now viable businesses operating in the region. After touring the incubator facilities, everyone will gather on the grounds of LBTC for a Louisiana-style party. Louisiana is known for its cuisine, and you will not go hungry at this event. LBTC will provide an authentic menu of bayou favorites, including crawfish, fried catfish, alligator and a smorgasbord of Creole and Cajun foods. Enjoy the unique regional cuisine while jamming to live Cajun music at LBTC’s park-like property. Sorry, no alligator wrestling included.

<< TOPICAL INDEX International Accelerator Programs: Three International Perspectives...................... 8 Managing a Successful Soft Landings Program ...................................... 10 Competitive Immigration..................................... 12 Creating International Partners to Enhance Your Incubation Program............ 13

Special Focus Advanced

Incubator Management

Roundtable: Understanding Angel Investment Challenges for Start-Ups............. 8 Roundtable: Strengthening Incubators’ Roles in Regional Innovation Systems............ 9 Services for Second-Stage Companies......... 12 A Comprehensive Guide to Funding: Government Agencies, Foundations and Private Sector Campaigns.......................... 13 Business Plan 2.0 Part 2: Implementing Lean Startup, Business Model, and GrowthWheel Strategies...................................... 14

Incubator Marketing Strategies......................... 8 Leveraging Social Media to Benefit Your Program...................................... 9 Roundtable: Strengthening Incubators’ Roles in Regional Innovation Systems................................................ 9 Small Incubator, Big Impact................................ 10 Intellectual Property Strategy and the Start-Up...................................................... 10 Re-Igniting your Incubation Program............. 10 Roundtable: Building an Incubation Program That Lasts......................... 10 Selecting the Right Clients for your Incubator................................................... 12 Tools for Working With Federal Agencies..................................................... 13 Improve Your Incubator’s Performance by Designing Online Tools................................... 14 How Are You Really Impacting Clients?.................................................. 14 Redesigning Space-Based Incubation: An Interactive Session ......................................... 14 Top-Notch Negotiation Skills that Benefit You and Your Clients.................... 16 Pioneering Partnerships With Your Local SBDC.......................................... 16 Regional Networks................................................. 16

Client Funding Roundtable: Understanding Angel Investment Challenges for Start-Ups............. 8 Ins and Outs of the SBIR and STTR Programs... 9 How to Meet Clients’ Debt and Equity Needs... 9 Crowdfunding Done Right.................................. 10 Four Phases of the Small Business Loan Underwriting Process................................. 16

Client Services Boost Value to Clients Through Better Mentoring and Coaching....................... 8 Accelerator Programs: Three International Perspectives .................... 8 Business Plan 2.0: Lean Startup, Business Model Canvas and GrowthWheel..................... 13 Business Plan 2.0 Part 2: Implementing Lean Startup, Business Model Canvas and GrowthWheel................................................... 14 Top-Notch Negotiation Skills to Benefit You and Your Clients........................ 16

Incubator Funding Self-Sustainability: Is it Achievable?................ 8 Cultivating Donor and Benefactor Relationships..................................... 9 Rethink Revenue Generation for Your Program..................................................... 12 A Comprehensive Guide to Funding: Government Agencies, Foundations and Private Sector Campaigns.......................... 13

Incubator Development Roundtable: Developing New Incubators........................................................ 12 Conducting an Effective Feasibility Study...................................................... 13

Industry Trends Accelerator Programs: Three International Perspectives...................... 8 Innovative Ways to Involve Your Incubator in the Start-Up Community............................................. 8 Leveraging Social Media to Benefit Your Program...................................... 9 Accelerators: Do More Faster............................. 9 Roundtable: Strengthening Incubators’ Roles in Regional Innovation Systems............ 9 Crowdfunding Done Right.................................. 10 The Future of Clean-Tech Incubation............. 12 Business Plan 2.0: Lean Startup, Business Model Canvas and GrowthWheel........................................................... 13 Incubating Social Change.................................... 13 Business Plan 2.0 Part 2: Implementing Lean Startup, Business Model, and GrowthWheel Strategies...................................... 14

Forum: Student Incubation................................. 8 Maximizing Your Food Incubation Program............................................... 8 Operating a Biotech Incubation Center......... 9 Accelerators: Do More Faster............................. 9 Managing a Successful Soft Landings Program......................................... 10 Competitive Immigration..................................... 12 Services for Second-Stage Companies......... 12 The Future of Clean-Tech Innovation.............. 12 Forum: Kitchen Incubation.................................. 12 Education to Employment: Designing a Pipeline That Works...................... 13 Forum: Women and Minority Incubation...... 13 Program Considerations for Women-Owned Businesses................................ 14 Regional Networks................................................. 16 Incubation in the Creative Industries.............. 16 Forum: CABI.............................................................. 16 Forum: Caribbean Incubation............................ 17 Navigating the EDA................................................ 17 How to Engage Youth Entrepreneurs............. 17 Business Incubation in Latin America............ 17

Rural Small Incubator, Big Impact................................ 10 Forum: Rural Incubation....................................... 14 How to Engage Youth Entrepreneurs............. 17 Roundtable: Lessons Learned in Rural Incubation.................................................. 17

Technology Operating a Biotech Incubation Center......... 9 Intellectual Property Strategy and the Start-Up...................................................... 10 Forum: Biotech Incubation.................................. 10 The Future of Clean-Tech Innovation.............. 12 Commercializing Technology and Launching Start-ups..................................... 14

University Forum: Student Incubaion................................... 8 Lessons Learned in University Incubation.... 10 Innovation in Student Incubation..................... 12 Education to Employment: Designing a Pipeline That Works...................... 13 Using Students to Support Client Companies in Incubators........................ 14 NBIA CONF E R E N C E 2 0 1 4 > > 1 8

<<THANK YOU>> CONFERENCE SPONSORS NBIA THANKS THESE SPONSORS FOR THEIR SUPPORT OF THE INTERNATIONAL CONFERENCE ON BUSINESS INCUBATION.

PLATINUM LEVEL

PLATINUM SPONSOR

UPS UPS is a global leader in logistics, offering a broad range of solutions including the transportation of packages and freight, the facilitation of international trade, and the deployment of advanced technology to more efficiently manage the world of business. Headquartered in Atlanta, UPS serves more than 220 countries and territories worldwide. www.ups.com

TURNSTONE, A STEELCASE COMPANY Turnstone creates smart and simple furniture solutions inspired by the creativity and energy of emerging companies. We aspire to provide work environments that bring out the best … however they want to work. www.turnstonefurniture.com

SILVER LEVEL

GrowthWheel Make Decisions. Take Action.

SILVER SPONSOR

GROWTHWHEEL INTERNATIONAL GrowthWheel International is the creator of the GrowthWheel® - a systematic and creative tool used by business advisors to help start-ups make decisions and take action. The GrowthWheel is available on a license basis, and today hundreds of advisors have been certified in using the GrowthWheel method. www.growthwheel.com/en

INCUBATOR TOUR SPONSORS NBIA thanks these programs for providing incubator tours.

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NewOrleansBioInnovationCenter

BRONZE & COPPER LEVEL

BRONZE SPONSOR

INCUTRACK – A PRODUCT OF CYBERGROUP incuTrack™ is a comprehensive, secure, Web based information tracking and reporting system designed specifically for business incubators and acceleratos. incuTrack helps you automate and manage all aspects of your incubator – providing an effective and economical solution that has been deployed in dozens of incubators worldwide. www.incutrack.com

BRONZE SPONSOR

SYMANTECTM Symantec™ is a global leader in providing security, storage and systems management solutions to help consumers, small businesses and the largest global organizations – secure and manage their information and identities. Symantec’s Norton™ brand of award-winning products delivers online protection, internet security and backup solutions for individuals, home offices and small businesses. www.symantec.com

® COPPER SPONSOR

Identify your innovation. Safeguard your success.

TRAKLIGHT Traklight is an innovative software company with a mission to help educate and empower entrepreneurs to be proactive in identifying, protecting and leveraging ideas through the use of online IP identification tools and resources. www.traklight.com

BRONZE SPONSOR

WKI WKI – wendykennedy.com is the creator of So what? who cares? why you?® a methodology and visual toolset to discover the business value inside innovation. Since 2006, So what? who cares? why you? has been adopted by engineers, scientists and entrepreneurs in more than a dozen countries. Licensed to organizations and Certified Coaches, the methodology is at the foundation of preincubation programs and processes designed to move new discoveries from ideation to commercialization. A suite of online and printed toolkits, “idea mapping” boards and turnkey coaching program are provided through wendykennedy.com.

COPPER SPONSOR

THE UNIVERSITY OF CENTRAL FLORIDA The University of Central Florida Business Incubation Program is a University-driven community partnership that provides early-stage companies with the enabling tools, training and infrastructure to create financially stable, high-growth, highimpact enterprises. www.incubator.ucf.edu

LEGALZOOM LegalZoom is the leading provider of personalized, affordable online legal solutions for small businesses. Founded more than 12 years ago by attorneys with experience at some of the country’s top law firms, LegalZoom has helped more than two million Americans with trialtested legal documents. www.legalzoom.com

BCC RESEARCH BCC Research publishes market research reports that make organizations worldwide more profitable with intelligence that drives smart business decisions. For more than 40 years we’ve helped customers identify new opportunities in industrial and technology sectors by providing reliable data and insight, including market sizing, forecasting and assessments of industry trends. www.bccresearch.com

NBIA CONFE R E N C E 2 0 1 4 > > 2 0

Small businesses generate big ideas. And big ideas power the world. UPS® is proud to sponsor NBIA’s 28th International Conference. savewithups.com/nbia © 2014 United Parcel Service of America, Inc. UPS, the UPS logo, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.

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GrowthWheel Make Decisions. Take Action.

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NBIA STAFF Cheryl Brink

Molly Mordocco

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Sheila Buckley

Randy Morris

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The National Business Incubation Association is the worldâ&#x20AC;&#x2122;s leading organization advancing business incubation and entrepreneurship. Since 1985, NBIA has demonstrated its commitment to industry excellence by conducting respected research, offering acclaimed publications and training opportunities, participating in effective consulting projects, and providing personalized member service. With committed members and partners around the globe, NBIA is wellpositioned to support the development and management of successful incubation programs worldwide.

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