The award-winning publication of the Oakland Metropolitan Chamber of Commerce | oaklandchamber.com | Vol. XXXL No. 5/6 | May/Jun 2019
Small Business Spotlight Page 4
Leadership Oakland Page 8
Celebrate Small Business Page 10-15
CIC Workshop June 11 Page 19
The Chamber has moved! Find us at 1333 Broadway, Plaza Level Suite 100.
Chief Economic and Business Advisor to Governor Gavin Newsom
Mendonca to headline 114th Annual Chamber Lunch
Lenny Mendonca, Chief Economic and Business Advisor to Governor Gavin Newsom, director of the Office of Business and Economic Development and chair of California’s High Speed Rail Commission has been tapped to deliver the keynote address at the Chamber’s 114th Annual Awards Luncheon June 26th, announced Barbara Leslie, Chamber President and CEO. In January 2019 Newsom appointed Mendonca, an economist, to re-engineer the State's approach to job creation and economic development to increase economic security and the restore the potential of the California Dream for all Californians. As the governor’s senior business advisor, Mendonca is working to align multiple agencies and programs, and to drive private investments into economic
development activities with the potential to reduce poverty and income inequality and increase the state’s overall economic competitiveness and resiliency. “Governor Newsom’s commitment to our state’s local and regional businesses has been evident by the outreach he and his team, led by Mr. Mendonca, have made since assuming office Lenny Mendonca, Chief in January,” said Economic and Business Barbara Leslie,
Advisor to Governor Gavin Continued on page 9 Newsom
2019 Chamber Award Winners announced
The Oakland Metropolitan Chamber of Commerce has announced their 2019 Chamber Award recipients who will be honored during the Chamber’s 114th annual Luncheon, June 26th, 2019 at the Oakland Marriott Hotel. The Chamber’s annual meeting, the largest business gathering in the East Bay, celebrates the businesses, nonprofits and community members who have collectively contributed to the betterment of “The Town 2019.” “June is my favorite month of the year, because it is when we come together as a Chamber and business community in celebration of “the Town,” and honor members who have made impactful contributions to the place where we live, work, and play,” said Chamber President and CEO Barbara Leslie, Earl and Bonnie Hamlin, recipients of 2019’s “T. Award categories and winners include: Gary Rogers Community • The Chamber’s “Deep Roots” award, recognizing Commitment Award” longtime stewards of the local economy who have helped build the city’s foundation, has been conferred on AB&I Foundry. • “Heart of Oakland,” given to a local organization or individual who exemplifies the city’s persistent spirit, has been bestowed on the Oakland Museum of California (OMCA). • The Chamber also named Gilbert Pete, Business to School Coordinator, Oakland Unified School District, as 2019’s Leadership Oakland Alumnus, given to an Gilbert Pete, recipient of the 2019 “Leadership outstanding past graduate of the Chamber’s Leadership Oakland Alumnus Award” Oakland program. Pete graduated the program in 2015. • The “T. Gary Rogers Community Commitment Award,” given to individuals who over their lifetime have furthered Oakland values in business, Continued on page 9
Chamber ofﬁce relocates The Oakland Chamber packed up and relocated to new offices just steps away at 1333 Broadway, Plaza Level Suite 100. After more than three decades in its former digs, the Chamber now boasts streamlined work and conference/meeting facilites designed to keep pace with today’s fast moving environment. State of the art tech, workspaces that support low to paperless workflow, high speed Internet and enhanced communications uplinks are just a few of the benefits found in the new office. “We could not have accomplished this without the time, effort, and support of a number of Chamber members who assisted us with finding and reworking suitable space for our needs,” stated Barbara Leslie, President and CEO, Oakland Chamber of Commerce. Continued on back page
▶︎ Beginning Friday, May 24, library users can visit any branch of the Oakland Public Library (OPL) and sign up to receive a special edition Children’s Fairyland library card. All Children’s Fairyland card holders receive free entry to the story book theme park Tuesday, July 30*. The Children’s Fairyland library card and new library card policy allowing children younger than 5 years of age to obtain a card highlights what is shaping up to be another exciting Summer Reading Program at OPL. Last year attracted a record 13,982 registrants, and – with this year’s events, prizes and incentives – it promises to be another fun-filled summer. Participants who register for the Kids’ Summer Reading (ages 0-14), Teen Summer Passport (ages 12-18), or Adult Summer Reading (ages 18+) are eligible to receive Oakland Athletics ticket vouchers. Kids, teens and adults will receive four ticket vouchers for select A’s home games at the Coliseum, while supplies last**. Children’s Fairyland library cards and A’s ticket vouchers are available for pickup starting Friday, May 24 at the Main Library, the African American Museum and Library at Oakland (AAMLO), or any of the 16 neighborhood branches – while supplies last. Children’s Fairyland cards are available to current cardholders, or anyone with ID or parent signature. ▶︎ Congratulations to new member The Lash Lounge on their grand opening, Open House, and official Chamber ribbon-cutting! Marvinette Johnson and her Krewe set up a fabulously festive, colorful event, from balloons, to party favor bags, to a dessert table (we spied lavender, purple and pink mini cupcakes, delectable cake pops, dipped cookies, Krispie treats and other sweets!). Dozens of friends, family, clients and well-wishers were on hand to celebrate, and start spreading the word. An evening of empowerment for Oakland's small business community!
The City of Oakland, Lyft, GoBike and BORP Adaptive Sports have launched an adaptive bike share program, providing people with disabilities an accessible bike share transportation option in Oakland. The program includes hand-cycles, adaptive trikes, and a side-by-side tandem bike, available at Lake Merritt on Wednesdays and Saturdays. “We’re thrilled to work with BORP to open up new possibilities for people with disabilities who want to access bikes in Oakland,” said Caroline Samponaro, Head of Bike, Pedestrian and Scooter Policy at Lyft. “Launching this program allows us to learn more about the specific needs of the disability community and work closely with them, as well as our bike share partners at the City of Oakland and MTC, to potentially expand this service to other cities in the Bay Area.” ▶︎ OAKPROUD Outdoors. Summer is just around the corner and with it a special 25%-off New Camper Discount for Oakland Feather River Family Camp from Camps in Common. Since 1924, Oakland Feather River Camp has been serving the community though it's Family Camp programs. From horseback riding to tubing down the river, archery to line dancing, there are many great youth and adult activities for campers of all ages to enjoy. They do the cooking and provide the activities and rustic, but quality accommodations. Families choose their dates of stay. To receive the discount, visit featherrivercamp.com and enter NCD-OMCC-2019 in the discount code line when registering. In addition to its 25%-off discount, they also have generous scholarships for Oakland residents with financial need.
The Oakland Public Works Department in partnership with local nonprofit and watershed stewardship organization, the Friends of Sausal Creek (FOSC), has completed construction restoration improvements to Sausal Creek in Dimond Canyon. The project repaired three gullies created by stormwater runoff from surrounding roadways that were eroding, contributing large amounts of sediment to the creek, and impacting water quality and the habitat of the native Rainbow Trout that live in the creek. ▶︎ The Oakland’s Zoo’s renowned artist and movie star Benghazi, the “painting giraffe,” passed away in early May. He had just celebrated his twenty-third birthday March 26. In celebration of his life, Benghazi's last painting is up for raffle at the zoo's annual World Giraffe Day, June 15. All proceeds from the event go to the Reticulated Giraffe Project.◼ Page 2
As part of the Chamber’s ongoing business advocacy it is incumbent on us to both follow and understand the policy priorities being considered in Sacramento as many of these decisions impact the way our regional business will do business. As part of our efforts to stay informed we are a part of a larger statewide coalition of business and economic development organizations. The Regional Economic Association Leaders of California (R.E.A.L.) Coalition is a statewide group made up of 18 of California's most influential business associations. Founded in 2008, the R.E.A.L. Coalition collectively represents 15,000 employers and 3.9 million jobs in California. The R.E.A.L. Coalition convenes throughout the year and works collaboratively to advance statewide policies relating to quality of life and economic competitiveness. The work of the R.E.A.L. Coalition is coordinated, developed, and accomplished by statewide conference calls and in-person strategy sessions throughout the year. As a Coalition, we advocate on statewide legislative and policy items that address California's economic health, education and workforce, water and the environment, and transportation
infrastructure. This past Tuesday I spent the day in Sacramento with my Coalition colleagues meeting with our statewide legislative leaders on a host of common issues we share. No surprise that housing production and affordability topped the list as the key issues for us all. We were able to meet with many members of the California legislature who are carrying a host of bills related to the production and protection of our statewide housing stock; many of these bills the Chamber Board has provided input or supported outright. During the day we met with Assembly members David Chiu, AD17, Evan Low, AD28 (pictured above with REAL Coalition members), Chris Holden, AD 41, Senator Scott Wiener SD 11 and Senator Steve Glazer SD 7 as well as State Controller Betty Yee.
As of this printing State lawmakers dealt a sharp setback Thursday to San Francisco Senator Scott Wiener’s efforts to spur denser housing around public transit and in residential neighborhoods, shelving until 2020 a high-profile bill that would curtail local governments’ ability to block certain apartment and condominium projects, SB50. This was a bill that the Chamber supported and the Senator vows to address in the next legislative cycle. For more information on the Chamber’s policy priorities please see that article in this issue of the OBR, page 17.◼ Be a Champion for Oakland’s Youth & Business Community! Are you an employer looking to hire a young person this summer? Businesses and organizations can participate in three ways: 1. Directly hire a young person this summer 2. Donate to support placement of a young person through the summer youth employment program 3. Host a young person at your worksite (youth wages and program costs sponsored by The City of Oakland) Go to www.oaklandca.gov for information.◼
Free walking tours offer glimpse of downtown Oakland history, ongoing renaissance City of Oakland, Economic & Workforce Development Department’s Cultural Affairs Division
Downtown Oakland’s continuing renaissance has captured national media attention, with Uptown emerging as a premier arts and entertainment destination. Local residents and visitors can glimpse both today’s happening scene and landmarks from Oakland’s past during the 2019 Oakland Tours season. Free 90-minute walking tours of downtown Oakland will be offered every Wednesday and Saturday from May to October. The twice weekly guided tours showcase the city’s changing skyline, landmarks, churches and high-rises. The six-month-long tour season ensures ample opportunity to take in each of the eight different tour itineraries. Each tour, led by a volunteer guide, begins at 10 a.m. from various starting locations depending on the itinerary. Reservations are recommended by leaving a message on the Tours’ 24-hour hotline at (510) 238-3234 or via email to firstname.lastname@example.org. The tour brochure, itinerary descriptions, dates and starting locations are available at oaklandca.gov/walkingtours. Tour 1 – Old Oakland This tour explores the 1870s business district where carefully restored brick commercial buildings now house offices, galleries and eateries. The historic district is a visible reminder of Oakland’s designation in 1869 as the Western Terminus of the Transcontinental Railroad. The tour starts in front of Ratto’s Market & Deli, 821 Washington Street. Tour 1 will be offered May 1, May 25, June 22, July 20, August 28 and October 26.
The tour starts in Frank H. Ogawa Plaza, in front of City Hall. Tour 2 will be offered May 15, June 12, July 6, August 7, August 31, September 14 and October 9. Tour 3 – Uptown to the Lake Nestled among the many new restaurants and clubs, Oakland’s vibrant art deco-era landmarks, including the Fox Oakland Theater, the Paramount Theatre and the jazzy blue and silver Floral Depot Building, are the focus of this tour. The tour also features the Kaiser Center’s “secret” rooftop garden overlooking Lake Merritt. The tour starts in front of the Paramount Theatre at 2025 Broadway. Tour 3 will be offered on May 11, June 8, July 17, August 21, September 4, September 18. October 5 and October 30. Tour 4 – Preservation Park On this tour, view fine details of the Victorian architecture of several 19th century houses that have been relocated and restored as a nonprofit office and meeting complex in a tranquil setting. The tour starts at the entrance to Preservation Park at 13th Street and Martin Luther King, Jr. Way. Tour 4 will be offered on May 4, June 1, July 27, August 10, September 11 and October 12.
Tour 6 – Jack London Waterfront Follow the footsteps of Oakland’s famous literary son Jack London and see some of his favorite haunts. Visit a wholesale produce market that has been in operation since the early 1900s, alongside newly built residential developments. The tour starts by the Jack London Square entry arch at the foot of Broadway. Tour 6 will be offered on May 8, June 5, July 10, August 17, September 7 and October 2. Tour 7 – Churches and Temples Visit historic places of worship and learn about their influence on the history of Oakland. Featured buildings include the First Presbyterian Church, First Congregational Church and Temple Sinai. The tour starts in front of the First Presbyterian Church at 2619 Broadway. Tour 7 will be offered on May 18, June 15, July 24, August 24, September 25 and October 19.
Tour 8 – New Era/New Politics This tour highlights African-American leaders who have made their mark on Oakland. Learn how Lionel Wilson, Delilah Beasley, Robert Maynard and Byron Rumford changed the city and the Bay Area. The Tour 5 – Oakland Chinatown tour starts at the African American Museum and Explore this multi-ethnic downtown district packed Library at 659 14th Street. Tour 8 will be offered on with shops, May 22, June 19, July 13, July 31 August 14, restaurants and September 21 and October 16. cultural institutions The free walking and learn about the tours are a program contributions made of the Economic & by Chinese and other Workforce DevelopAsian immigrants to ment Department’s California’s history. Cultural Affairs Tour 2 – City Center The tour starts at the courtyard fountain in the Division. During the Explore the upbeat style of modern Oakland’s City Pacific Renaissance Plaza at 388 Ninth Street. Tour 5 2018 season, nearly 1,800 residents, visitors and Center, alongside restored historic landmarks like the will be offered on May 29, June 26, July 3, August 3, school children toured downtown Oakland on these Tribune Tower, the Rotunda Building and City Hall. September 28 and October 23. guided walks.◼ Page 3
Artistry and alchemy over 20 years
Working Solutions celebrates 20 years
Numi Organic Tea
. Siblings Reem Hassani and Ahmed Rahim founded Oakland-based Numi Organic Tea, a privately owned triple bottom line social enterprise tea company, in 1999. Having immigrated to the US from Iraq, their separate, but intertwined paths ultimately put them in a position to reshape and reenergize a market dominated by unmemorable teas in the grocery aisle and punctuated by an ingrained American coffee culture. Their vision included introducing a heretofore, underwhelmed American audience to the tastes and experiential aspect of a tea culture they learned from their parents. This meant upgrading the product and providing high-production value in terms of brand and presentation to sate the expectations of a public embracing a design-driven Starbucks, which that same year acquired Tazo Tea. Arriving in Cleveland, Ohio, Reem was five, brother Ahmed, just three. Their paths took them in different directions as young adults, Reem’s journey initially as a biomedical engineering student, receiving a B.S. from Case Western Reserve University, with the idea she would eventually become a doctor. While good at math and science, she was drawn to art. At the age of 20 she was in a lifealtering, near-fatal car accident. Recognizing the fragility of her body, of life, Reem had a shift in mindset that led her to commit fully to pursuing a life connected to the arts. She went to Italy where she earned a Diploma d’Arte in Drawing and Painting from Lorenzo di Medici Art Institute in Florence, Italy and upon returning to the US, an M.F.A. from John F. Kennedy University in the department of Arts & Consciousness Studies. Ahmed’s path led him to New York University, where he earned a B.A. in Psychology and Theatre Arts, and discovered and nurtured a passion for filmmaking and photography, which he studied at various universities in New York, Paris, and Prague. He spent a decade living, working, studying, and traveling throughout Europe, immersing himself in tea culture along the way, and helping create several teahouses in Prague. It was on a vacation with family that the siblings reunited and discovered they had both been toying with the same idea based on shared memories from childhood. “Numi,” a dried lime herbal tea (chai noomi basra) is traditional to Iraq, Kuwait, Oman, and the United Arab Emirates, was on both their minds. His deep understanding and background with tea, combined with her passion for art, was the perfect pairing. They collaborated as alchemist and artist, co-founding Numi in a 750 square foot apartment in Oakland. As with most startups, the duo handled everything from sales to packing boxes to invoicing. Now celebrating 20 years in business, Ahmed serves as CEO and Chief Alchemist, taking ownership of the teas and blends, product development and launches, and Reem as Chief Brand Officer and Artist, overseeing brand identity, package design, campaign development and the overall look and feel for the organization. Numi Organic Tea products, which include bagged, loose and bottled teas, can be found in approximately 8,000 stores across 50 countries. It currently sells 38 items including top-selling rooibos, jasmine green and aged earl grey plus the inaugural/flagship flavor Dry Desert Lime which sparked them to create Numi, via retail, and provides iced and loose teas for restaurants and other eateries. The company, is innovating and expanding its presence in trending categories beyond the tea aisle, and its clean-label, real-ingredient offering is a distinctive approach for efficient delivery of trending healthy ingredients including elderberry, pomegranate, matcha, turmeric, ginger, fennel, apple cider vinegar, and more. Slow, steady growth over the years has brought the organization to a current level of 40 employees, and they are recognized as having one of the largest tea
Celebrating its 20th year, Working Solutions is the First to Believe in start-up and early-stage businesses by providing diverse entrepreneurs with affordable capital, customized business consulting, and community connections to increase economic opportunity in the San Francisco Bay Area. Founded in 1999 as a workforce development program by Emily Gasner, under the auspices of Oakland-based TMC Financing, Working Solutions started its own microlending program in 2005, and in 2009 was certified as a Community Development Financial Institution (CDFI) by the U.S. Department of the Treasury. Since then, Working Solutions has made $22 million in microloans and grants to small businesses throughout the San Francisco Bay Area, which have created or retained over 4,000 local jobs. Working Solutions has educated over 20,000 entrepreneurs interested in starting or growing a small business, and has connected clients to an additional $23 million in conventional and equity financing. The organization focuses on serving entrepreneurs who often face barriers to access capital, especially women, entrepreneurs of color, and lowerincome individuals. Working Solutions’ approach to its mission is to focus on start-up and earlystage financing by funding entrepreneurs with capital, consisting of loans ranging from $5,000 to $50,000, and to serve as a trusted resource by providing up to 5 years of one-on-one business consulting to every funded entrepreneur— with a focus on financial and business management skill-building. Working Solutions holds workshops on specialized business topics such as accounting and legal topics, and provides access to partner organizations' programs, as well as frequent opportunities to connect with other local small business owners, such as its recent presentation in April for the Oakland Chamber of Commerce #OAKPROUD Small Business Power Hour. In 2005, a $500,000 loan from Wells Fargo seeded Working Solutions’ microlending work, and they have since partnered together on several strategic initiatives. Working Solutions continues to build its portfolio with many local Working Solutions by the and national bank partners, and recently Numbers announced a $1 million lending capital • $20,000,000 in microloans disbursed investment from Bank of the West, • 770 microloans funded subsidiary of BNP Paribas, as part of the bank’s pilot WE Source program for • $1,800,000 in small business grants made to 177 small businesses women entrepreneurs. • $26,000 average loan size Working Solutions’ newly created • 20,000+ entrepreneurs educated five-year strategic plan calls for the • 9,000+ hours of business consulting • 4,000+ jobs created and retained organization to invest $50 million in microloans by 2024. The plan sets the • 96 percent repayment rate stage for deepening the organization’s • 80 percent low- or moderate- income owned businesses work and impact as a start-up and early- • 80 percent early-stage businesses stage lender focused on communities of • 50 percent start-up businesses color, women, and low- and moderate- • 60 percent women-owned businesses income individuals. • 50 percent people of color-owned The organization is led by Sara businesses Razavi, who was named Working Solutions CEO in May 2018, having served as Interim CEO since November 2017. Razavi joined the organization as its COO in 2013 and has overseen the organization’s average annual 30% yearover-year lending growth since then. Razavi has an MBA from University of San Francisco, with a focus on social enterprise, and nearly 20 years of experience in the social sector. Since its founding twenty years ago, Working Solutions has grown to $13 million in total assets, with plans to serve many more Bay Area entrepreneurs, growing to $30 million by 2024. Working Solutions provides its services and products at an intentionally below market rate, so those who have been marginalized may begin or grow their businesses, yet it still earns 40% of its revenue from earned income—relying on community support for the remaining 60%. With the community’s support, Working Solutions creates economic opportunity, builds financial self-sufficiency through entrepreneurship, and promotes microenterprise growth to strengthen the local economy, create jobs, and build resilient communities. The organization plays a vital, critical role in the local funding ecosystem in Oakland, and throughout the Bay region. ◼
Continued on page 12 Page 4
Council Corner by Aly Bonde
The Oakland City Council and Mayor Libby Schaaf will be chiefly concerned with writing and passing Oakland’s $3.2 billion two-ear budget by June 30. The budget and several other key housing and tax policy items are summarized below. Mayor's Proposed Budget: Mayor Libby Schaaf released her proposed budget on May 1 to begin Oakland's Fiscal Year 2019-2021 budget process. Oakland is facing a forecasted $25 million General Purpose Fund (GPF) deficit in FY 19-20 and $18 million in FY 20-21. While revenues are increasing, expenditures are growing two to three times faster driven largely by pension costs, debt service, and increasing personnel costs. The Mayor's proposed $3.2 billion budget includes $30 million in bond funds for affordable housing, $110.6 million in transportation infrastructure improvements including the largest single investment in street paving in Oakland history, 11 new positions in the Fire Prevention Bureau, and 20 new positions in Planning and Building. The budget proposes to freeze unfilled vacancies across departments, including Parks and Recreation maintenance workers. Council is discussing placing a revenue measure related to parks on the March 2020 ballot. Council President Rebecca Kaplan will present the Council's budget on June 10. A balanced budget must be passed by June 30. Measure AA: In early April during closed session the Council voted not to collect the parcel tax while legal questions remain outstanding. "The Children's Initiative" was a citizen-qualified measure on the November 2018 ballot to enact a $198 tax per parcel of property annually for 30 years to fund early childhood education and the Oakland Promise. The measure received 62 percent of the vote, which is short of the two-thirds vote threshold historically required to pass a parcel tax funding a specific purpose. In December, the City Council voted to certify the election results to state that the measure passed with the rationale that a citizen-qualified measure can pass with only 50%+1. This is a tactic currently employed by San Francisco on several ballot measures after a court decision calling into question whether or not California laws regulating local initiative power apply to citizen-qualified measures. Those test cases are currently in progress, as is a lawsuit in Oakland challenging the Measure AA decision. On April 30 the Council was scheduled to consider an item from Council President Kaplan to request to pause the lawsuit and put a replacement measure on the March 2020 primary ballot. After supporters of the Oakland Promise decided to file as intervenors in the lawsuit and pay most of the legal costs, Kaplan's measure was withdrawn.
million of decreased tax revenue over two years. The new rates would apply as follows:
Duplex and Triplex Exemption: On May 14 the Community and Economic Development Committee will consider eliminating the rent control exemption for owner-occupied duplexes and triplexes. Owners of these smaller properties have historically been exempt from laws regulating rent increases due to the intimate nature of the owner-occupied homes. In response to complaints by property owners who had refrained from increasing rent in previous years, the legislation was amended to allow a transitional rent increase of up to 3 years' worth of CPI increases. Fees: Every year the City of Oakland makes adjustments to the fees it charges for various services in a series of amendments to the Master Fee Schedule. Under Prop 26, fees must not exceed the cost to the City to administer the service otherwise it's actually a tax and would be subject to voter approval. The Council passed the Master Fee
Schedule early this month with some notable changes: Nonprofit inspections: Since 2016 the fire inspection fee for special events has more than doubled to the point where some nonprofits were paying $1400 for a brief inspection of a street fair. After advocacy from the BID Alliance and the Chamber, the Fire Department proposed a $204 per instance inspection fee for nonprofit groups. Minimum Wage Enforcement: A new annual fee of $26 per business will be levied for the enforcement of minimum wage and labor standards in the Department of Workplace and Employment Standards, which will be a new department mandated to be created under Measure Z passed in 2018.◼
Inside Oakland: Coffee with Councilmember Sheng Thao Newly-elected Councilmember Sheng Thao, District 4, was Inside Oakland’s guest at the April “Coffee With a Council Member” Public Policy Breakfast. Councilmember Thao provided insight as to her goals for her term, and fielded questions from membership. A veteran of past city budget cycles in her former positions as
Lowering Cannabis Taxes: A proposal authored by President Pro Tem Kalb to lower the tax rates on cannabis business is scheduled to be heard at the May 14 Finance Committee. Currently medical cannabis is taxed at 5 percent while recreational is taxed at 10 percent. The new proposal would create four different brackets of tax rates based on gross receipts and segment of the supply chain. The new tax system would not make a distinction between medical and recreational sales. City staff estimates the changes will result in $9.75 Page 6
senior legislative staff member and as Council Chief of Staff with the Oakland City Council, Thao touched on many issues including the current budget cycle, transit, public safety, and capital improvement projects.◼
Workforce update Oscar Forero-Perez, Small Business & Workforce Manager
The Chamber-coordinated Bay ICT Partnership Members & Partners meeting was a great success with more than 30 employers, and workforce and education partners in attendance. The meeting not only served as a mechanism to announce the Partnership’s rebrand and more focused regional approach to its workforce development efforts, but helped open a deeper dialogue between employers and community partners on ways to create and expand pathways to fruitful tech careers for homegrown Bay Area students and job-seekers. Industry leaders including Shell Oil, PopSugar, Salesforce, and CISCO voiced their workforce needs to community partners in the room, touching on needs for diverse hiring, improved and updated school curriculum, and tangible employment pathway tools that local students and job-seekers can
use to gain employment. At the conclusion of the meeting, there was fervent response from organizations such as the Silicon Valley Leadership Group and Eaze to learn more, and engage more closely with the Partnership and its activities. The Bay ICT Steering Committee is scheduled to meet in the coming weeks to review the topics of discussion and next steps. The Chamber has begun proactively identifying some immediate next steps including further strengthening ICT employer participation within the Partnership, encouraging workforce, community, and education partners to refer ICT employers they are currently engaged with to participate in the Partnership, and reconvening another Bay ICT members and partners meeting to create a work-plan to accomplish the Partnership’s ambitious goals.
Chamber staff is in follow-up with Splunk, a leading software platform developer that enables customers to gain real-time operational intelligence. The company demonstrated its pathway tool that provides a more holistic ecosystem consisting of recommended skills and attributes, classes, platforms, and ends with specific job titles and descriptions that could be augmented to include actual job postings. Most recently, Steering Committee member Tim Ahern, Salesforce, is facilitating a possible “coalition partnership” with Bay ICT and joint SalesforceDeloitte program Pathfinder, a curriculum developed in partnership between the two companies focused on educating non-traditional candidates on Salesforce tools to provide career opportunities.◼
#OAKPROUD Small Business Power Hour series continues Oscar Forero-Perez, Small Business & Workforce Manager
The Chamber’s newly launched #OAKPROUD Small Business Power Hour series continues to show signs of success and growth. April’s workshop, “For Women Only: Financing Your Small Business” with Working Solutions attracted more than 15 fully-engaged attendees participating in the workshop presentation, the program’s highest attendance yet. Presenters Diana Chavez and Titi Ihkile provided attendees with crucial information on access to capital for small, women-owned businesses and an overview of the
funding ecosystem in Oakland and the East Bay. The duo outlined the Working Solutions suite of lending and mentoring services, providing insight as to the process involved in working with the organization to reach a successful outcome. They also provided information as to other micro-lending services around Oakland, the different levels of funding available from each, and how to assess which provider may be a good fit for a small business. Initial responses to the survey sent to workshop attendees following the presentation have been
overwhelmingly positive. In an effort to continue to increase attendance, the Chamber is piloting a partnership with the Oakland African American Chamber of Commerce (OAACC) to co-host two #OAKPROUD Power Hour Workshops. The next workshop is “Stop the Churn & Burn: Leverage Your Energy Savings,” with Mark Hall, Founder of Revalue.io, Wednesday, June 17. The free workshops begin at noon in the Chamber Board Room, 1333 Broadway, Plaza Level Suite 100, Oakland.◼ Wednesday, June 17th “Stop the Churn & Burn: Leverage Your Energy Savings” Revalue.io Mark Hall
Titi Ikhile (L), Diana Chavez (R), Working Solutions, engaged small business owners at the April #OAKPROUD Small Business Power Hour
Chamber “Member of the Year Award” to Gail, Cory Nott Oscar Forero-Perez, Small Business & Workforce Manager
The Oakland Chamber, in partnership with Oakland’s four other multicultural Chambers – African-American Chamber of Commerce; Vietnamese Chamber of Commerce; Oakland Chinatown Chamber of Commerce, and the Oakland Latino Chamber of Commerce – hosted the annual Small Business Week Multicultural Chambers’ “Member of the Year Award” Reception at Le Cheval on May 8th. The Multicultural Chambers’ Award Reception is a wonderful tradition highlighting the strength of unity and partnership between Oakland’s multicultural Chambers of Commerce and the small businesses that support them. The Oakland Metropolitan Chamber honored husband and wife team Cory and Gail Nott of Take Wing Coaching for their outstanding work with the Chamber and for their extensive consulting work with small businesses all over Oakland. Take Wing Coaching provides business coaching and consulting to purpose-driven entrepreneurs. Cory & Gail met while networking in 2003 while
working on their own businesses. Eventually, they both undertook business coaching, which they found was essential to their success and helped increase their business skills. They built Take Wing Coaching from the ground to support other entrepreneurs in aligning their life purpose with their business, building multiple revenue streams, and enjoying a business and life they love. Today, Cory works with clients creating an expansive vision and developing ambitious strategies, while leveraging business technology. Gail provides the action and accountability, as well as online marketing consulting. Together, they synergistically help business owners engage their passion, build community, and exponentially grow their amazing businesses. Page 7
At the Chamber, Cory and Gail are omnipresent. From BNIs to #OAKPROUD Happy Hours, from Small Business Power Hours to Economic Summits, Cory and Gail are the essence of the commitment, persistence, and passion that help make the Oakland Metro Chamber, and Oakland, thriving centers of discourse, diversity, and dedication. They have given of their time and their talent to countless events, always with a smile, and always with an offer to help more, give more. Through their coaching business they lead by example and teach others how to find and live their vision. All of us at the Chamber salute and celebrate Cory and Gail and look forward to meeting the newest addition to their – and our –Chamber family. Thank you Cory and Gail for all you do in supporting our small businesses!◼
Leadership Oakland thanks its generous Program Sponsor, PG&E, for continued support of the Leadership Oakland program. Session 7: Media
Session 8: Government and Graduation
Thank you to “The Media Ecosystem: Past, Present, and Future” panelists: • Amber Eikel, News Director, KTVU Fox 2 • Otis R. Taylor, East Bay Columnist, San Francisco Chronicle • Lance Knobel, Co-Founder, Berkeleyside
Thank you, City of Oakland, for the Oakland City Hall Tour, and to Mayor Libby Schaaf, special guest speaker.
Thank you to “Message Development and Media Relations” panelists: • Sean Maher, Public Information Officer, City of Oakland • Karen Boyd, Communications Director, City of Oakland • Bob Gammon, Communications Director/Policy Advisor, Office of Senator Skinner Thank you to KTVU FOX2 for the station tour and hosting the session; and Leadership Oakland Alumni Association for hosting the happy hour.
Thank you to Zack Wasserman, Partner, Wendel, Rosen, Black & Dean LLP, for his presentation, “Getting Involved: A Guide to Serving on Boards and Commissions” Thank you to our “How a Bill Becomes Law” panelists: • Hon. Dan Kalb, President Pro Tem, Oakland City Council District 1 • Maraskeshia Smith, Assistant City Administrator, City of Oakland • LaTonda Simmons, City Clerk, City of Oakland Thank you to our “Campaigns, Government Relations, and Polling” panelists: • Dave Metz, Partner and President, FM3 Research • Nathan Stalnaker, Organizer and Campaign Manager • Barbara Leslie, President and CEO, Oakland Chamber of Commerce Thank you to the City of Oakland for hosting the session.
Leadership Oakland Class of 2020 now enrolling Leadership Oakland is a civic and professional development, networking, and leadership training program of the Oakland Chamber of Commerce. Currently in its 30th year, the program offers Oakland’s current and future leaders the opportunity to gain an in-depth knowledge of the role leadership plays in the city and prepares participants for roles on city commissions, non-profit boards, elected office, and greater community engagement. The program runs eight months, and requires participants to commit to one full day per month. The program includes several unique site visits and field trips, as well as attendance at the Chamber of
Commerce’s Annual Awards Luncheon in June. Sessions are held at various locations throughout the City that align with the curriculum for the day. Sessions cover Leadership Skills and Professional Development; Economic Development; City Government and Neighborhoods; Local News Media; Health Care; City Commissions and Boards of Directors; Education; Non-Profits; Public Safety; Implicit Bias; and Page 8
Transportation and the Environment. Each participant also completes a small group project for a local non-profit or micro-business, averaging about 5 hours per month outside of class sessions. Cohorts attend and speak at an Oakland City Council or other public agency meeting to advocate on an issue; and participate in the Leadership Oakland’s Book Club. Continued on page 22
Mendonca to headline 114th Annual Chamber Awards Lunch Continued from page 1
Chamber President and CEO. “As the CEO of the East Bay’s largest business School. He founded McKinsey’s U.S. state and local public sector consulting advocacy organization, and a member of the statewide REAL Coalition, we practice. He also oversaw their knowledge development, serving as chair of the have been a part of the ongoing discussions with the Governor, McKinsey Global Institute and the Firm's communications, including "Among the most Lenny and their team on how Sacramento can support statewide the McKinsey Quarterly. He served for a decade on the McKinsey important things that policies that drive effective and informed economic development at Shareholder Council (its Board of Directors), retiring from McKinsey America needs, and the local level.” in 2014. the average citizen An advocate for “progressive federalism,” Mendonca has written needs, is a sense of A native of Turlock, California and the first in his family to attend and spoken about issues related to the emergence and entrenchment optimism about the college, Mendonca received his MBA and certificate in public future, and a view that management from the Stanford Graduate School of Business. He holds of “two Californias,” one of high-paying jobs and people doing the American dream is an AB, magna cum laude, in economics from Harvard. He is a cowell, and another in stark contrast where some 18 million attainable in front of Californians live at or below the poverty line. He argues for author of An economy that works: Job creation and America’s future.” us, and that we have a increasing the supply of affordable housing, preparing the state’s role in helping ensure He lives on the Half Moon Bay coast with his wife, Christine. They children for a changing workplace, and for a new strategy that raised their two daughters, Allie and Rebecca. Mendonca and his wife that's true." boosts jobs that pay a living wage. are founders and owners of the Half Moon Bay Brewing Company, Mendonca is a Senior Partner Emeritus of management consulting firm The Inn at Mavericks, and the Pacific Standard Taproom. He is also Chair and McKinsey & Company, and a Lecturer on Inequality at the Stanford Business primary owner of the Coastside News Group (Half Moon Bay Review).◼
114th Annual Chamber Awards Continued from page 1
community, and philanthropy has been awarded to Earl and Bonnie Hamlin for their tireless efforts in many civic and business areas. • The “Secret Sauce” award, presented by Oakland Mayor Libby Schaaf to an organization or individual who contributes an unquantifiable and unique AB&I Foundry named as ingredient to Oakland’s character, will be presented this “Oakland on the Map” award recipient year to Stephen “Steph” and Ayesha Curry.
The “Oakland on the Map” award, which recognizes both new and long-time Oakland organizations or businesspeople who have been particularly effective at championing Oakland, will be awarded during the June 26th celebration. The event, title sponsored by Kaiser Permanente, takes place Wednesday, June 26th at the Oakland Marriott City Center Ballroom. Registration and an “Oakland Ale Trail” networking OMCA to receive reception and trip down “The Town’s” Memory Lane 11:00am – “Heart of Oakland“ award Noon; Lunch and awards ceremony, Noon-1:30pm. Individual tickets on sale now, oaklandchamber.com; $115 Chamber members/$125 non-members. Nonprofits who are members of the Chamber may purchase tickets for $90; $100 for non-member nonprofits.◼
Kaiser Permanente, Title Sponsor, 114th Annual Chamber Awards Luncheon
5 Things Every Business Owner Should Know About Employee Onboarding By Cathy Reilly, CEO & Founder of KeywordHR Consulting and Onboardia software
With the new millennium, comes the maturing of new hire onboarding. Driving the changes are technology, strong economies, competitive job markets and the modern demands of today’s job seekers. They want more in a job and more from their employee experience. Here are 5 things to know about today’s employee onboarding: 1. Onboarding is impactful. Your onboarding process makes a strong impression on each new hire. It explains your plan to engage, develop and support them. It provides the tools and measurements for their success. It clarifies expectations and starts them on the right path. 2. Onboarding is emotional. Being new at a company is emotional. While it’s exciting, it can be intimidating and new hires are filled with a sense of confirming they made the right decision to join the company. Since emotions drive decisions, a poor onboarding experience may lead a new hire to doubt their job choice and cause them to start thinking about new opportunities. Early new hire departures are common. As many as 20 percent of
new hires leave within the first 45 days of employment. Companies lose 25 percent of new employees within one year. And, nearly 40 percent of employees who leave their jobs, do so within the first six months. 3. Onboarding done poorly is expensive. When new hires have a poor onboarding experience, they may leave prematurely, which is extremely costly in terms of recruiting and training their replacement. Employee morale is affected and so is company reputation with bad reviews online. On average, it costs about 33% of an employee’s annual salary to replace them. For executive positions, it can be as high as 213 percent of their annual salary. 4. Onboarding is not a one-time event. Effective onboarding is not just getting through the paperwork. It’s an ongoing learning and development process for a new hire. It’s building a connection and engagement with the people and purpose of the company. Without these, new hires will lack motivation and investment in the success of the business. It’s a process
that can take up to a year. 5. Onboarding is directly linked to retention. One of the most important reasons to take new hire onboarding seriously is simple: better onboarding leads to better retention. When employees are
provided a great start and support, they’re going to be happier. Happier employees tend to stick around. Consider the high cost of turnover. The Work Institute in their National Employee Retention Report states
“Employers will pay $600 billion in turnover costs in 2018 and can expect that number to increase to $680 billion by 2020.” Then consider the results of better onboarding. According to the Brandon Hall Group, companies with strong onboarding processes improve
employee retention by 82 percent.◼ Cathy Reilly is the CEO & Founder of KeywordHR Consulting and Onboardia software. She is the author of “The Temp Factor: The Complete Guide to Temporary Employment.” email@example.com
Oakland’s local funding ecosystem Sara Razavi, Working Solutions
Looking for capital to start or grow a business is tough, and it can be hard to know where to start Luckily, there is a strong network of funding options right here in Oakland that can help budding entrepreneurs take the first step. Whether you need a small microloan through Working Solutions, or to crowdsource an idea, or you’re looking for some larger capital, there are many resources in the Bay Area that can help get you start-up money and direct you to additional capital for your growing needs. Working Solutions partners with many other lenders to support entrepreneurs in Oakland and across the Bay Area with their financing needs. Partners include Kiva, Project Runway, Pacific Community Ventures, Main Street Launch, and local banks, and we also make referrals to other types of tailored investments through partners such as ICA Fund Good Jobs. Small businesses fight rising income inequality by creating local jobs with living wages; and yet, small businesses struggle to access the capital and support they need to grow. Women,
people of color, and lower-income individuals face disproportionately high barriers to accessing capital. For example, according to Women Impacting Public Policy, only 16% of conventional loans and 4.4% of commercial loan dollars go to women-owned businesses—although 40% of businesses in the country are now owned by women. Working Solutions is among the organizations working to close these financing gaps with a range of capital and business consulting services designed to support the growth, profitability, and sustainability of local small businesses. Collectively, our funding ecosystem provides access to loans that start at $500 for new businesses and continues up to $250,000 for more established and growing businesses. Entrepreneurs need more than a check to be successful over the long haul, and this is especially true in the Bay Area, where rising commercial
rents make it difficult for entrepreneurs to open and maintain brick and mortar locations that contribute to a vibrant business landscape. Together with our partners, Working Solutions pairs the right capital with the right business advice—whether through guidance with lease options, personalized business mentoring, or a tailored business accelerator—to support the growth and long-term sustainability of every business we serve. Working Solutions focuses on serving start-ups and earlystage businesses by providing microloans in the range of $5,000 to $50,000 to help entrepreneurs prove their ideas and grow their operations. Loans are paired with free, one-on-one business consulting,
which is especially critical for new entrepreneurs who are learning how to run and manage a business. When businesses need a different type of capital or support, Working Solutions refers them to one of our funding partners—together, we serve more local entrepreneurs and increase our collective impact on behalf of the local small business community. For more information, visit WorkingSolutions.org or contact Diana Chavez at (415) 780-1222 or firstname.lastname@example.org.◼ Sara Razavi is CEO of Working Solutions.
Cyber criminals hack weakest link:You! Adam Sbeta, Oakland Managed IT & Cyber Security Services
We have our share of disasters — threats of wildfires and earthquakes keep us vigilant and prepared for danger. In town, business owners worry about and spend a lot of money insuring against malpractice and other kinds of lawsuits. What they don’t realize is that the greatest threat to their business’s existence may be one they can’t see or detect. Small businesses are a popular target for nefarious technology experts: criminal hackers. In 2017 alone, 62 percent of small and medium-sized businesses were hacked, and 75 percent of all data breaches last year occurred in small
businesses. The average cost of a data breach for a small business is $117,000, but the actual out-ofpocket cost can be much higher with noncompliance fines. Even worse, as if the devastation of cyber criminals silently disabling, corrupting, or deleting your data and backups wasn’t bad enough, businesses are required by law to immediately notify their customers about a breach, effectively tossing consumer trust out the window. Statistics show 60 percent of small businesses suffering a data breach close door within 6 months. Rapidly growing tech companies
Social media mastery Tim Thai, Tim Thai Internet Marketing
According to Statista, the number of mobile phone users is estimated to reach 4.68 billion people. With the direction technology is headed, more and more of those nearly 5 billion people will be on accessing the Internet on those devices. Why is this information important for a small business owner? If you're a small business owner – indeed, any business owner – the most important thing to your business are customers. Most customers are going to be on the Internet, so it is important to leverage as many social media platforms and search engines as possible. The one thing a business owner can do to leverage their Internet presence is to start gathering reviews online. It's simple, and though people often shrug off this notion we assure you it is important. Online reviews and testimonials have social proof. They show customers who are interested in your service how you operate and what's it like working with you. I'm not telling you to spend all day gathering reviews, someone has to run your business. What I am suggesting is at least create business accounts with Yelp or Google, and let your clients and customers know they can share their experience if they please. The next step is to advertise on Facebook or Google. Google provides one of the best advertiser platforms hands down, however, the cost can run a little high. Google has multiple pricing models, one of which is “CPC,” or cost-per-click. With CPC you pay every time someone clicks on your website. I recommend advertising on Facebook first, use their targeting tools and see which advertisement and website work the best; then transfer to Google. Eventually, you want to be at a point where you're advertising on multiple platforms because you don't want all of your eggs in one basket. What if one platform suddenly decides to change their algorithms or pricing strategies? You'll be behind the eight ball. So focus on mastering one advertising platform, and then once you're good at either Facebook or Google, move onto the next (or you can hire a marketing consultant). At the end of the day, we all want our businesses to grow, and one way to do that is to leverage technology because it's only going to go up from here.◼
are snagging all the cyber experts they connected. can find, but cyber villains with mad Even a smart skills are looking for the low hanging fish tank has fruit: you. Like the villain in a caused a data breach. Make sure all superhero movie, the more computers mobile devices with sensitive data they hack and take over, the more are encrypted, as something as power they have. They have already simple as a cell phone or laptop massively disrupted the internet on the theft could require a data breach east coast and western Europe, for 3 notification. Make sure your hours in 2016. We need to majorly step sensitive data are segregated, so up our cybersecurity they can’t get all your Quick Fact: measures for ourselves and Statistics show data at once. Have IT for the greater well-being of 60 percent of follow the NIST all. Cybersecurity Framework small It’s time to rethink your standards and perform businesses suffering a data cybersecurity risk technological practice. Antivirus software, firewalls, breach close assessments. Don’t reuse their doors and backups are cute little passwords everywhere, it within 6 months may already have been obstacles for these guys— penetrating those flimsy sold on the Dark Web. protective devices is today’s I wish for Oakland a Hacking 101. Every company with a cybersafe year ahead!◼ data breach were already protecting Adam Sbeta is founder and Cyber Security Analyst with themselves with these anti-hacking Oakland Managed IT & Cyber basics, just like you are. Security Services. He was the guest Think about restore before you think Peer Facilitator of “Naked and about backup of your data both onAfraid: Surviving in an Insecure premises and in the cloud. If all of Cyber World.” the Oakland your data is lost, how long will it take Chamber’s May 2019 #OAKPROUD Small Business Power Hour. you to restore your data and can your business survive that long? Change the Reach Adam at (510) 877-0508 or AdamS@RCEworld.us default passwords for anything
Leveling energy playing ﬁeld Mark Hall, Revalue.io
The vision for Revalue.io was born in 2008 in the midst of the housing crisis and the dawn of the new tech and sustainability industries. After graduating from Morehouse College, Mark Hall, Revalue.io’s founder, was a full time Capital Improvement Project Manager for the City of Oakland, and part-time sustainability consultant, delivering LEED project justifications. Unsatisfied with the marketability of the LEED rating to the investment community, Mark began competing in Hack-a-Thons and business plan competitions in Silicon Valley and around the Bay Area, and noticed a synergy between technology, real estate, and sustainability. He also saw an opportunity to create “an app for that.” Mark decided to leave his job and pursue creating Revalue.io with his team. The result was the development of
a unique program that assists small businesses and building owners in stemming energy cost “churn and burn,” leveraging significant savings. The program uses “Performance Contracting,” a “budget neutral” solution enabling clients to have access to the same type savings as those realized by Tim Thai is founder of Tim Thai Internet Marketing. He was Peer Facilitator at the large businesses and building owners. Revalue.io allows smaller organizations to increase bottom line efficiency via reduced operating costs February 2019 #OAKPROUD Small Business Power Hour. He can be reached via timthaimarketing.com.
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UCSF Benioff Children’s Hospital Oakland partner La Clínica Dental expands specialized Pediatric Care
By Geovanni Ximénez-Garcia y Monteón, Communications Assistant
La Clínica together with its partners, supporters and other community stakeholders recently celebrated the Open House for its newly expanded La Clínica Children's Dental Clinic. Since 2003, La Clínica has specialized in serving pediatric patients with special health care needs (SHCN) through this clinic in partnership with UCSF Benioff Children's Hospital Oakland. Nearly 55% of the more than 6,000 patients served annually are medically compromised with conditions like blood disorders, cancer, cerebral palsy and/or have SHCN like developmental Down syndrome and autism. In addition, this site is only one of 2 children's dental clinics in Northern California that serves pediatric patients on Medi-Cal that need special
care and the only children's dental clinic in the country that is connected to a Children's Hospital Level 1 Trauma Center Since moving into this newly expanded space in September 2018, La Clínica has already served more than 4,100 unique patients, of which 580 were new. The expanded space includes 13 dental chairs and state-of-the-art equipment all throughout and has been designed especially for patients with SHCN. In addition, the wait time to enroll new patients has decreased significantly from 6 months to 1 week. The reach and impact of this clinic go well beyond Alameda County, regularly serving patients from all over Northern California, as far away as the Central Valley, Redding,
Chico, Reno and even near the border with Oregon. The clinic is located on 4881 Telegraph Ave in the Temescal District in Oakland. Thanks to supporters and community members who advocated saving and expanding La Clínica's Dental Clinic, thousands of children with special health needs who will benefit from this resource in years to come.◼
401k plans carry increasing liability risk to employers Wale Kajopaiye, Savant Investment Group
If your business has a 401k plan, the risk of being sued by your plan participants, paying large fines to the government, or being criminally indicted, has gone up tremendously. The Department of Labor (DOL) has recently increased its scrutiny of retirement plan sponsors, holding them to higher compliance standards with respect to fund expenses and other plan fees. This increased regulation means that plan sponsors must have a very clear picture of all plan expenses, ensuring they are appropriate for the services provided. The DOL is Ramping Up Its Efforts In 2017, 65% of the audits by the DOL’s Employee Benefits Security Administration (EBSA) resulted in fines, penalties, and restoration fees. Because of these penalties, over $1 billion was collected – an increase of 47% from the prior year. The DOL increased their budget to enforce compliance, with a goal to nearly double the number of compliance reviews for 2018. This means more smaller plans will come under more scrutiny. 113 individuals in fiduciary positions were indicted on offenses related to their plans in
2017 – many of these indictments were due to whether the fees charged are reasonable for the omissions and a lack of oversight. services provided. Benchmarking your fees against In addition to regulatory concerns, the number of similar sized plans regularly will help you get a lawsuits undertaken by employees better idea of what you should be paying. The against their 401k plan, mostly because 2) Maintain an investment policy Department of of high fund expenses or lack of statement that addresses how the plan is Labor (DOL) oversight, has been on the rise since 2013 has recently being monitored. Have a well-documented (the year after participant fee disclosure increased its process to monitor the funds in your plan scrutiny of regulation came into effect). Some and remove under-performing funds when retirement plan necessary. Document all plan meetings that notable cases, involving multimillion sponsors, dollar judgements include, Abbott v. you have with your service providers. holding them to Lockheed Martin Corporation ($62 3) Hire an advisor whose interests are higher million), Tibble v. Edison, Richardsaligned with yours because they serve as a compliance standards with co-fiduciary. Nearly all the aboveDonald v. TIAA ($5 million), Tussey v. respect to fund mentioned vendors – fund companies, ABB ($55 million), and Bell v. Anthem expenses and ($23.6 million). record keepers, third party administrators other plan fees. and brokers – do not face any liability How You Can Limit Your Liability directly from your plan’s performance or There are three main actions you can expenses. An advisor serving in a 3(38) take to reduce your plan liability: capacity acknowledges in their contract that they 1) Make sure you’re aware of all expenses that share and accept fiduciary liability for the the plan is paying – these include fees from the performance and monitoring of your plan.◼ fund companies, plan administrator (sometimes For more information please contact Wale called recordkeepers), third party administrator Kajopaiye, 415-926-7219 or email@example.com. (TPAs), advisor, and broker. You should consider
Artistry and alchemy over 20 years Continued from page 4
companies in the world based on fair trade principles. Ahmed’s work continues to take him around the globe to some of its remotest regions in search of unique teas and herbs, and developing partnerships based on respect for the world’s farmers, their families, and their communities. Ahmed chairs the Numi Foundation, which he co-founded with Reem in 2012, its mission to nurture and empower thriving communities, and focusing on the Together for H2OPE initiative, bringing clean water to Numi Inc.’s farming community. Through the foundation they also have two other initiatives: an experiential social studies, art and nature/gardening curriculum for local inner-city children in Oakland, California,
and the second a summer school program in Iraq. Ahmed also co-founded OSC2, One Step Closer to an Organic Sustainable Community, a national community of sustainable natural products CEO’s and business leaders driving positive change and building sustainable awareness in the food industry. He sits on various for profit and non-profit boards enhancing their growth strategy and sustainability goals, with his personal core goal to be in service to those focused on caring for their community and creating positive change for the environment. Reem continues to be a mission-driven entrepreneur, challenging girls and women to explore and excel through a multitude of outlets. The company is committed to and leads in the area Page 12
of sustainable practices, through sourcing organic ingredients, paying farmers it partners with a fair wage, and utilizing packaging that's better for the environment, and is offsetting greenhouse gas emissions by working with Carbonfund.org. Numi Organic Tea is a new member of Whole Planet Foundation’s Supplier Alliance for Microcredit, donating $50,000 in 2019 to alleviate global poverty through microcredit loans. The loans, averaging at present $178, are made with no formal collateral or contract to the world’s poorest people – mostly women – to create or expand a business for the opportunity to pull themselves and their families out of poverty.◼
Keeping your family business intact from one generation to another Jeffery Levi, Partner, Estate Planning, Wendel Rosen
Passing interests in a family minimize the impact of these taxes. business to the next generation in a An outright gift of an interest in the tax-sensitive way is an issue that business is the simplest approach. confronts many family business However, business owners may want owners. Several techniques allow to consider additional techniques to senior generation owners to transfer business interests to the next minimize the transfer-tax generation in a tax-sensitive way. consequences of passing ownership A grantor retained annuity trust to the next generation. (“GRAT”) allows transfers of The federal transfer tax Taxes are always a business interests that system consists of three concern for any business. will appreciate while Even with today’s higher retaining a right to separate taxes: the gift tax, the estate tax, and the estate tax exclusion payments for a stated amount, estate taxes can generation-skipping be a burden for the family term. The payments can transfer (“GST”) tax. consist of cash earned by and the business if unaddressed. This article Currently, the amount that the business interests or reviews some of the tools is excluded from estate even the interests owners of family tax is $11.4 million per themselves. At the end of businesses should person. The gift tax and consider to avoid the the term, any remaining surprise of a large estate GST tax exclusions are business interests (the tax bill. also $11.4 million. The appreciation in the exclusions are adjusted business during the term) annually for inflation. The tax rate on are distributed to the trust’s transfers of assets that exceed the beneficiaries, who can be the next exclusions is 40%. Under current generation of owners. law, the $11.4 million exclusion will Another technique involves the sale be reduced to about $6 million on of interests to a trust established by January 1, 2026. the business owner (“grantor”) in Business owners wanting to keep a exchange for a promissory note. The business in the family often must trust’s beneficiaries can be members
of the grantor’s family. The trust is treated as being owned by the grantor for income tax purposes but is excluded from the grantor’s estate for estate and gift tax purposes. Typically, the grantor contributes cash to the trust, which uses some of the grantor’s gift tax exclusion. The trust then purchases business interests from the grantor for fair market value (determined by appraisal) using cash funded with the grantor’s contribution to the trust and a promissory note. If the business interests appreciate at a rate faster than the interest rate on the note, the “excess” appreciation is removed from the grantor’s estate with no gift tax consequences. Family businesses that include ownership of income-producing real estate can be transferred to the next generation by direct gift, GRAT, or sale to a grantor trust. Upon transfer to the next generation, the family owners should consider entering into a tenancy-in-common agreement to manage the property and its finances and restrict transfers to non-family members. These various techniques often
Nonproﬁt Spotlight: 4Cs of Alameda County
Working Solutions receives $1 million investment from Bank of the West
Katie Honegger, Community Child Care Council (4Cs) of Alameda County
Community Child Care Council (4Cs) of Alameda County is a family resource agency serving Alameda County since 1972. 4Cs exists to develop and coordinate services to strengthen children and families. The agency has locations in Oakland, Hayward, and Fremont and serves families in Oakland and southern Alameda County with child care payment assistance. 4Cs is also the state-designated Child Care Resource and Referral agency for southern Alameda County. In addition to support surrounding child care for parents and child care providers, 4Cs recently opened a Community “Closet” in Oakland and Hayward. At the Oakland Community “Closet,” 4Cs of Alameda County offers the following free of charge to community members: 4Cs’ Monthly Diaper Kit Giveaway, children’s books, clothing for women, children and infants, CalFresh enrollment and recertification, food pantry, THRIVE Parenting Program, Brilliant Baby enrollment ($500 college savings
involve the transfer of a partial interest in the business. For valuation purposes, this can result in discounting the value of the transferred interest based on lack of marketability and control of the interests. Discounts reduce the amount of gift tax exclusion used on the transfer. They also reduce the overall purchase price of the interest. Family business owners may miss an important opportunity if they do not utilize one of these techniques while the transfer-tax exclusions are over $11 million. It is worth considering one of these methods to transfer business interests before the exclusions go down in 2026.◼ Jeffery Levi is a partner in the Estate Planning practice at the Oakland law firm Wendel, Rosen, Black & Dean LLP. He can be reached at (510) 834-6600 or firstname.lastname@example.org.
Working Solutions Communications Ofﬁce
account), and the location is a VITA (free tax preparation and filing) site. 4Cs' Community “Closet” staff will host quarterly events, including: “Your Sunday Best,” where 4Cs will be giving away new and gently used
dress up clothes for boys and girls for special occasions, backpack and school supplies at back to school time, and a food and toy giveaway during the holidays. Visit 4Cs of Alameda County online at www.4calameda.org or find us on Facebook.◼
Working Solutions, a certified United States Community Development Financial Institution (CDFI), announced it has received a $1 million investment from Bank of the West, subsidiary of BNP Paribas. The low-interest loan is part of a larger collaboration with the bank to support the growing number of women entrepreneurs in the Bay Area. Bank of the West’s most recent commitment is in addition to support provided to Working Solutions by the bank’s dedicated Sara Razavi, CEO of Working Solutions, celebrates good women entrepreneur news with Jacques Sanchez and Carolyn Cool from Bank of the West. Photo Credit: Bank of the West program, WE Source. The support from Bank of the West is intended to assist women entrepreneurs in creating and sustaining businesses that enable them to achieve greater economic security for themselves and their families. With an estimated 12.3 million women-owned businesses in the United States, generating more than $1.8 trillion in revenues, women entrepreneurs have become a powerful economic force. The partnership with Bay Area-based Working Solutions, a key resource in the overall Bay Area funding ecosystem, connects women entrepreneurs with microloans, start-up and early-stage consulting, and enhanced networking, with an eye towards wealth-building to assist women in successfully closing the wealth gap.◼
Wells Fargo grants $2 million to Main Street Launch Andrea Beasley, Wells Fargo
Main Street Launch recently received a $2 million investment to help diverse entrepreneurs in the Bay Area achieve as part of the Wells Fargo Works for Small Business: Diverse Community Capital program. The grant will increase lending opportunities for diverse small business owners; provide coaching and
They help diverse entrepreneurs in the Bay Area achieve their dreams of opening up small businesses, creating jobs and financially empowering their families. Twelve years ago, Sherri McMullen took a leap of faith to open McMullen, a high-end women’s fashion boutique in Oakland, Calif. But, she never expected
Stephanie Jones, Wells Fargo Business Banking Group Manager (L) and Sherri McMullen, CEO/Founder, McMullen
educational resources; and improve, the road to financing her dream would create or add resources, materials, include so many “no’s.” products, or programs that better serve their target market. Main Street Launch will use their award to launch an African American Entrepreneurship Institute focused on providing support through all lifecycles of a business, which is important for building intergenerational wealth. Main Street Launch provides businesses like McMullen Boutique opportunities that empower entrepreneurs through capital, education, and community support.
Many lenders said she did not have markets, Robert Lattimore, to enough assets or collateral. Some told strategize ways to grow her business. “We would not have been able to get her that she did not have enough this space if we experience as a small business did not have owner. During this time, the U.S. support from economy also entered into one of Main Street the worst economic downturns in Launch,” said this lifetime: the Great McMullen. Recession. “Robert After Sherri unsuccessfully understood what applied for business loans from it took to take her some conventional banks, she business to the quickly realized she needed to next level,” she find another way. Sherri used added. her personal savings and Wells Fargo borrowed money from friends has been a and family to kick-start her Stephanie Jones, Wells longtime supporter business. Fargo of Main Street Several years later, she was finally granted a small business loan Launch, working in partnership to from Main Street Launch. Sherri grew help small businesses like McMullen Boutique. her business and clientele. Many of “Wells Fargo’s investment allows us her long-time customers have grown to take this program to the next level. with the business. Seven months ago, Sherri celebrated They have been a critically important the grand opening of her most recent partner in helping us build innovative storefront on the corner of Grand and programs as we grow and scale the services we can offer,” said Lattimore. Broadway with the help of small “Wells Fargo’s support is an investbusiness lender Main Street Launch ment in a small business, like and private investors. McMullen, and in the growth of the Sherri worked closely with Main local economy.”◼ Street Launch’s head of diverse
Wells Fargo invests $18.5M in grants to ease small business stress, expand capital access Wells Fargo Communications Ofﬁce
Wells Fargo announced $18.5 million in grants to nine Community Development Financial Institutions (CDFIs) so they can unlock capital or increase training to diverse small businesses across the U.S. The latest round of funding is part of the company's ongoing Wells Fargo Works for Small Business: Diverse Community Capital program, which was created to empower diverse small business owners with a $175 million commitment through 2020. Since its inception in 2015, the program has awarded $94.8 million to 92 CDFIs in rural and urban areas. According to
Opportunity Finance Network (OFN)'s evaluation of the first phase of the program, diverse small business borrowers from the first 44 CDFI awardees have already created and sustained more than 45,000 local jobs as a result of accessing capital and development services. Main Street Launch received a $2 million grant. Based in Oakland, Calif., Main Street Launch will activate an African American Entrepreneurship Institute, offering intensive training to prepare more businesses for success and building wealth. Topics will include business
critical areas such as ecosystem building with community partners, supply chain effectiveness, operational readiness, financial education and succession planning. "Small businesses are essential to a vibrant community, no matter where you live," said Connie Smith, Wells Fargo's Diverse Community Capital program manager. "These 'activator grants' are designed to drive inclusive economic growth and significantly scale resources that help underrepresented entrepreneurs grow and stay resilient in the face of economic challenges.
CDFIs are such an important partner in cultivating small business growth, and the recipients in this round have a long track record of success and leadership in the communities they serve."◼
Cushman & Wakefield reports at Oakland Chamber’s Economic Summit 2019
Younger population wants mixed-use environ Robert Sammons, Cushman & Wakeﬁeld
Cushman & Wakefield’s Northern California Research Director Robert Sammons recently spoke at the Oakland Chamber of Commerce Economic Summit 2019. The summit, which provided an inside look at the East Bay region’s commercial market and future of its urban economy, took place the morning of April 3 at the Elihu Harris Office Building Auditorium in downtown Oakland and attracted an audience of several hundred. Among the key spokespeople, Barbara Leslie, CEO, Oakland Chamber of Commerce delivered both a welcome and closing address, and City of Oakland Mayor Libby Schaaf also provided special comment. Sammons helped to provide an insightful update on the state of the commercial market sectors across Northern California, along with a deeper dive into Oakland. Among some of his key takeaways:
• A younger population is looking for mixed-use live / work / play environment, whether in the urban city centers or suburbs • The cost of living is the highest in the US • Transit is challenging • Social issues abound • In-migration has slowed • An eventual slowdown – driven by global and national issues – is doubtful, driven by any major tech disruption. Oakland Sammons did a deep dive on Oakland, with these findings: • There is both a physical (a skyline filled with construction cranes) and psychological change in Oakland – you can “see” the difference; • Four office developments will open by early 2020 in the central business district including 601 City NorCal Center, the home to new Chamber member Blue Sammons looked at the rapid “regionalization” of Shield of California the Bay Area and Northern California as a whole, as • New residential development is popping up within more and more workers are coming into the Bay the core, spurring on new and/or expanding bars, Area, and Oakland, from further, outlying areas, restaurants and hotels including the Central Valley • Investors looking for long-term holds are putting • The NorCal/Bay Area economy is more interthe market on the radar of most everyone connected than ever before • Convenience to San Francisco • Markets across the region experiencing • Core CBD is transit-oriented development at its unemployment at record low levels best. • Tech wants to expand further – it’s about the Sammon’s Cushman & Wakefield full slide talent! presentation is on the Chamber homepage, oaklandchamber.com.◼
Leadership Oakland Class of 2019 graduates In a ceremony attended by friends, families, and colleagues, the 2019 Leadership Oakland class capped off Session 8 programming with a reception and graduation. The largest Leadership class to date heard remarks from Chamber CEO and President Barbara Leslie, moving welcomes from Leadership Oakland Alumni to the ranks of LO graduates, reflections on the value of the program from Gerris Wilkinson, Class of 2017, and an inspirational commencement address from Zack Wasserman, Chair, Leadership Oakland Advisory Board. Wasserman encouraged the graduates to maintain and grow their connections made during the program, to continue learning about and exploring Oakland, and to push themselves, and others through business and organizations to do more to help lead the city to greater heights. Special tributes were made by the graduating class to Leadership Oakland Program Director Aly Bonde in honor of the occasion. Bonde has now served as the training program’s director for three years.◼
Wendel Rosen adds associates Michael Panelli, Wendel Rosen Communications
Wendel, Rosen, Black & Dean LLP, welcomes associate attorneys Mathew John to the Trust & Estate Litigation Practice and Jodi Phillips to the firm’s Trusts and Estates practice. “We’ve seen increasing client demand for sophisticated advice around the preservation and transition of wealth, including an even increasing demand in litigation matters,” said Wendel Rosen’s Managing Partner Daniel Rapaport. “Mat and Jodi add breadth and depth to our team, and our clients will benefit from their energy dedication.” John represents clients in all phases of trust- and estate-related disputes, including advising on elder financial abuse matters in both civil and probate courts. During law school, John interned for Hon. Paul L. Beeman (Ret.) from the Solano County
Superior Court. He joins the firm from Hackard Law in Sacramento. John earned his J.D. from the University of the Pacific, McGeorge School of Law (2015) and his B.A. from the University of California, Irvine (2012). Phillips assists clients with a variety of estate planning issues including family wealth preservation, business succession planning, charitable giving and wills, trusts, powers of attorney and advanced healthcare directives. She is vice chair of the Litigation Committee of the East Bay Trusts and Estate Lawyers bar association and is a co-founder of the East Bay Advisory Panel. Phillips joins the firm from Peter Shelton Law in Berkeley. She earned her LL.M. (2014) and J.D. (2013) from Golden Gate University School of Law and two B.A.’s, both cum laude, from Arizona State University (2009).◼
Leveling energy playing ﬁeld Continued from page 11
and savings in operational expenses associated with electricity, gas, water, and maintenance. Revalue.io is a PG&E Trade Professional, a credentialed project developer with the Investor Confidence Project (LEED EE UW standard), has established a partnership with Lawrence Berkeley Labs, and was recently accepted to the ESRI emerging business program to launch a commercial app in June 2019. Revalue.io currently serves over a dozen clients in the Bay Area, with its clients realizing thus far more than $400,000 in annual savings, all with no out-of-pocket costs. One of Revalue.io’s first retail customers, a local convenience store in North Oakland who cut his electric bill in half with Revalue.io, stated “I would never have done this without the program. I just fix what’s broken to keep running, too much paperwork. This program removed that issue.”◼ Page 16
Contact Mark Hall at (510) 387-0416.
Chamber sets out Public Policy Principles Oakland Chamber The mission of the Oakland Metropolitan Chamber of Commerce is to secure the economic future of our community and to and enhance the quality of life for all Oaklanders. As the largest and most diverse business organization in Oakland, the Chamber advocates frequently on behalf of its 1,000+ Oakland/East Bay members on an array of public policies at the local, state, and national levels. The Chamber is a place where businesses of all sizes, nonprofits, and public agencies convene to dialogue and take collective action toward the betterment and success of Oakland. The Public Policy Committee is an advisory committee of the Chamber Board of Directors tasked with vetting, researching, and making recommendations about key public policy issues to the Board for further action. Comprised mainly of government relations professionals from member organizations, the committee also recommends a set of broad policy principles to the board for focus in the coming year. These principles serve as a lens through which the Board and Chamber staff will examine issues in the coming year. These priorities fall in 6 categories: • Economic Development • Good Governance and Fiscal Responsibility •Improve Housing and Commercial Space Affordability • Workforce Development and Education • Mobility and Infrastructure • Public Safety Promote Economic Development To create a thriving and sustainable local economy, the Chamber advocates for policies that promote growth and investment throughout Oakland diverse neighborhoods including those that: • Attract and market new business and job formation and location in Oakland • Foster a diverse economic base of all industries, business sizes, and sectors • Support the creation of new business improvement districts in historically disadvantaged areas • Improve government efficiency and foster a userfriendly and welcoming city government • Provide access to capital for entrepreneurs, particularly for women and people of color
vibrant regional jobs and housing center Support Workforce Development Education is perhaps one of the greatest economic develop tools at our disposal. Preparing students for college and career serves our youth and fosters future economic growth. The Chamber supports policies including those that: • Create systems that improve better connect education and industry • Improve employer engagement and involvement in workforce development programs • Push for government support for workforce training and retraining programs
facilitates US Chamber meet and greet
The Oakland Chamber facilitated a meet and greet with visiting US Chamber of Commerce representative Rick C. Wade, Vice President of Strategic Alliances and Outreach. Organized by Oakland Chamber board member Ken Maxey, Comcast, the gathering drew a number of small business owners from around the city keen on participating in the US Chamber’s listening tour. Enhance Mobility and Infrastructure Attendees Robust and well-maintained infrastructure and shared their Rick C. Wade (L) and Ken Maxey transportation options are critical to a successful views on economy. The Chamber supports policies that everything from supply chain diversity, access to promote the efficient and timely movement of both operating capital, and the cost of living and doing goods and people including those that: business, to ways of gaining increased share of voice • Expand public transportation options and capacity in the important conversations, particularly regarding throughout Oakland and the region minority and women-owned businesses. • Encourage density around transit hubs to ease Wade is a former Senior Advisor and Deputy Chief overcrowding of Staff at the US Department of Commerce under • Support investment infrastructure as well as timely Secretary of Commerce Gary Locke during the project delivery Obama Administration. He also served as a senior • Allow for new mobility options and technologies advisor to Obama for America, an advisor on the Obama Presidential Transition Team, and as liaison to Improve Public Safety the Presidential Inauguration Committee.◼ Oakland has historically grappled with substantial public safety challenges. While significant progress has been made and crime rates are dropping; there is still much work to be done. The Chamber supports policies and programs that: • Build upon the success of community-based policing models such as Ceasefire • Increase the number of police officers while improving recruitment and retention • Support fire prevention and suppression • Increase community resiliency and disaster preparedness in response to climate change◼
Foster Good Governance and Fiscal Responsibility The City of Oakland faces significant long-term pension obligations and budget shortfalls. In order for the City to provide Oaklanders the services they need and deserve, it’s critical that the City keep its fiscal house in order. The Chamber supports policies including those that: • Expand the tax base and grow the pie for Oakland businesses of all sizes • Create sound fiscal management practices and controls • Provide transparent and efficient government processes • Require thorough analysis and accountability on ballot measures before and after passage Improve Housing and Commercial Space Affordability The Bay Area is seeing unprecedented growth, but with that comes new challenges to businesses, nonprofits, and residents particularly in the realm of affordability. The Chamber supports policies that: • Build more housing at all levels of affordability • Streamline and incentivize new development, particularly around transit • Increase the supply of office and industrial space • Encourage new investment in Oakland as a dense, Page 17
May marks Second Annual Oakland Art Month Visit Oakland
Visit Oakland, the city’s official destination marketing organization, celebrates Oakland’s arts community with the second annual Oakland Art Month in May 2019. The entire month of May is dedicated to promoting artists and events that highlight the diversity of Oakland’s creative community. Oakland has long been home to innovators, creatives and artists that collectively form the soul of Oakland. As a happening arts and music hub for Northern California, year-round entertainment can be found throughout the city. Visit Oakland hopes to introduce visitors and locals alike to new art forms and also encourage them to revisit old favorites, through promoting art events in May and establishing Oakland as a top-of-mind arts destination in California and the country. “Our vibrant city reflects the mosaic of cultures
and people who live and work here, which contributes to an abundance of art forms and experiences here in Oakland,” says Mark Everton, CEO of Visit Oakland. “We’re excited to highlight Oakland’s diverse art scene and the city’s creative community to visitors and locals alike.” Oakland Art Month celebrates the creation of the City of Oakland’s Cultural Development Plan, with the idea of BELONGING for May 2019. This is the city’s first Cultural Development Plan in 30 years. The plan notes “People’s sense of belonging is tied to their ability to lead meaningful lives, to be connected to the place they live in and the people they live among, and to feel a part of something larger than themselves.” “Belonging invokes a sense of home,” says Marc Bamuthi Joseph, Oakland-based Spoken Word
Artist. “I’m not originally from this city but I have found myself here because Oakland welcomes outcasts, transplants, forward thinking, the little off, the little weird, and also the middle of the road. It’s a place that invites us all to come together in pursuit of something greater. Art belongs in Oakland because people have made it so.” Beginning May 1, Oakland Central debuts “AMP (Arts, Music, Performance) Oakland,” a curated street performance series throughout Downtown Oakland from May until October. More than 300 local performers will take to the streets to perform over the next six months, with all performances being free for the community to enjoy in various public plazas. All performances take place weekly 12PM-1PM every Tuesday, Wednesday and Thursday.◼
Oakland Art Murmur debuts quarterly speakers program Oakland Art Murmur Communications
Oakland Art Murmur (OAM) is expanding its programming with the launch of its new, quarterly speakers series. ”Making Political Art: Expression of a Movement" brings together renowned Bay Area artist/activists in a panel discussion, moderated by Jeff Kelley Oakland-based art critic Jeff Kelley. The first in the series takes place Wednesday, June 5th, 6pm-8pm at The Crown: Royal Coffee Lab &
Tasting Room in Oakland’s Uptown District. The panel features mixed media artist and activist Mark Harris; Sawyer Rose, sculpture, installation and social practice artist; and Leslie Dreyer, tactical art, media spectacles and unsanctioned installations creator. Limited tickets are available in advance $15/per person; at the door, subject to availability, $20/per person. Visit oaklandartmurmur/speakart for tickets and additional information. OAM programming also includes monthly free, First Friday Art Walks known as the ‘Art Murmur,’ featuring its affiliated visual arts venues collectively open to the public, free of charge, 6pm-9pm. The organization also holds weekly “Saturday Stroll,” with affiliated venues the weekly Saturday Stroll, open every Saturday from 1–5 pm. This is a self-
guided activity, with many galleries hosting free cultural programs such as receptions, artist talks, lectures, musical performances, and literary readings throughout the city. Since its inception in 2005, Oakland Art Murmur (OAM) has been a leader in promoting awareness, visibility, and understanding of the city's vibrant visual art communities. The organization strives to increase access to – and participation with – the many rich and diverse visual art experiences. OAM's aim is to aggregate information, and to be a leading resource and advocate for Oakland's visual arts to the public and broader arts community. National Geographic Traveler named Oakland as one of its 28 “must-see destinations and travel experiences around the globe” for 2019, in recognition of the city’s thriving arts scene and cultural renaissance.◼
Park District celebrating 85th Anniversary with Free Park Fridays, special events East Bay Regional Park District Communications
To celebrate the East Bay Regional Park District’s 85th Anniversary, the Park District has planned a number of special events and programs, including FREE Park Fridays, FREE Concerts in the Parks, and a FREE multicultural festival. The East Bay Regional Park District is the largest park district in the nation with 25 million visits annually and over 122,000 acres preserved for habitat and outdoor recreation. For 85 years, the East Bay Regional Park District has preserved and protected open space in Alameda and Contra Costa counties, and provided public access to regional parks, shorelines, and trails for hiking, biking, swimming, horseback riding, boating, fishing, picnicking, camping, and nature discovery. Today the East Bay Regional Park District is the largest of its kind in the nation with 73 regional parks over 122,000 plus acres, and over 25 million annual visits per year – more than the A’s, Giants,
Warriors, 49ers, and Raiders combined. Free Park Fridays: Park entry and other fees will be waived every
Friday in 2019 from April to December to celebrate the Park District’s 85th Anniversary. Park entrance and fees for day use parking, swimming, dogs, horse trailers, boat launching, and fishing permits will all be waived. Fee waiver does not apply to special event permits/reservations, camping and associated fees, or state fees such as fishing licenses and watercraft inspections. Fee waiver also does not apply to District concessions. Park entrance is subject to available occupancy. Free Events/Concerts in the Parks: Family-friendly music events with food and beverages available for purchase. Bands and Page 18
performers to be announced later. • Lake Chabot Concerts in the Park – Saturday, June 22 (Castro Valley) • Crown Beach Concerts at the Cove – Friday, July 12 (Alameda) • Crown Beach Concerts at the Cove – Alameda, Friday, August 9 (Alameda) • Contra Loma Concert in the Park – Friday, August 23 (Antioch) • Crown Beach Concerts at the Cove – Friday, September 13 (Alameda) • John Sutter Gateway Bridgeyard Festival – Saturday, September 28 (Oakland) The East Bay Regional Park District is a system of beautiful public parks and trails in Alameda and Contra Costa counties east of San Francisco Bay, established in 1934. The system comprises 121,000 acres in 73 parks including over 1,250 miles of trails for hiking, biking, horseback riding and nature learning.◼
THE GREEN SHEET
Baxter on Broadway Authentic yet dynamic, Baxter on Broadway offers an exceptional living experience in the Bay Area. Baxter on Broadway, with its stunning, modern architecture, offers spacious studio, 1-, and 2bedroom apartments and 3-bedroom townhomes in Oakland, CA. The apartments are fully equipped for your convenience and include thoughtful amenities for your comfort, including a rooftop deck with sweeping views of the Bay Area, a resident lounge, fitness center, bike storage/repair room and a dedicated pet wash. The resident lounge includes a demonstration kitchen, dining area and large sitting area with a big screen, while the rooftop deck offers BBQ’s, sitting areas and a fire pit for gatherings, with the beautiful Bay Area as its backdrop. The local dining, shopping and entertainment, combined with Rockridge’s shops and history, as well as proximity to major Silicon Valley employers, create the perfect combination of community and location. Join us to experience the Bay Area, on your terms, at Baxter on Broadway! Body Mechanix Uncover our revolutionary approach to group fitness. Experience classes that feel like small-group training sessions. Learn from certified personal trainers. Obtain individual feedback. Advance each visit with original, professional and cumulative programs that propel you to grow. SmallGroup Training: Heighten your success with the expertise of a professional trainer and enthusiasm of fellow members. Supplement your personal training program at a cost-effective rate. Learn proper form and technique and build stamina and strength to join classes safely. Personal Training: Dare to discover your capacity. Commit to an individual training and nutrition program designed by a professional trainer to unleash your potential. Receive long-term, one-on-one coaching to integrate your physical, psychological and personal breakthroughs into your daily life. Corporate Wellness: Recruit our network of wellness professionals to design programs, facilities and events that advance your organizational goals. Ignite your office with the energy, focus, discipline, creativity and confidence that result from adding wellness to your workday. 3831 MacArthur Blvd, Oakland CA. KeywordHR Consulting is a boutique, woman and veteran-owned HR consultancy that supports businesses with the employee life cycle from hiring, onboarding, training and development, retention and offboarding. Our award-winning Onboardia software provides new hire onboarding and employee training technology, which was recognized by HR Executive Magazine as one of the top 10 HR products and has been listed by #HRWins as one of the top human resource companies to watch. The company’s expertise in human resources and customized software solutions help businesses transform bulky and outdated practices into modern and streamlined processes. The company Founder and CEO is Cathy Reilly, who brings over twenty years’ experience in human resources in various industries including financial services and the entertainment industry. Ms. Reilly started her career in the U.S. Navy and is the author of The Temp Factor: A Complete Guide to Temporary Employment. (800) 771-8610; www.onboardia.com.
NCM is America’s largest movie network offering brands and business’s an unmatched, uncluttered and un-skippable ad environment to engage and inspire moviegoers across the U.S. Locally, in any AMC, Century or Regal movie theatre, our immersive storytelling platform and intimate theatre surrounding, we deliver effective marketing solutions to help connect your brand/business, in a deep and highly effective way, with your customers. Visit ncm.com. Savant Investment Group is a Registered Investment Advisor serving the Bay Area for over 25 years. Along with our private wealth division, we help companies with 401k plans, and non-profits with 403b’s, endowments and foundations achieve the greatest possible benefit from their plans. Our Retirement Plan Services group supports employers to provide world class, cost effective retirement benefits to their employees. Our years in the industry have given us vast resources and knowledge in the areas of risk
management, plan design, and services. We are an “Independent Fiduciary,” having built our service platform based on ERISA which allows plan sponsors to delegate the responsibility of plan implementation, review and maintenance to their retirement plan advisor. We serve as a 3(38) fiduciary, providing meaningful guidance and support to participants to ensure successful retirement outcomes and minimize company liability. For many individuals, deciding when to retire can be an intimidating decision. Understanding how current financial decisions may impact their retirement plan are not always clear. We work with employers to create a customized employee education program that encompasses all the variables that affect their employees financially. From there, we create an experience
Suite Treatments is a Woman Owned and Green Certified design and fabrication studio located in East Oakland. Seeing an opportunity to enhance the backstage experience for musicians touring the Bay Area, Jacquline Barsotti founded the company in 2004. Since then, Suite Treatments design and execution capabilities have rapidly expanded into producing events and experiences across the country, and our partners include top music festivals, venues, and brands. In addition to our work with the entertainment industry, we also create immersive experiences for corporate and social clients and our work has been showcased at Outsidelands, numerous Silicon Valley Tech Companies, and a multitude of Live Nation Festivals and Venues. For clients large or small, we offer a complete suite of services including — design, sourcing, fabrication, rentals, installation, transportation, and maintenance. Whether a locker room, abandoned train station, or your own backyard, we can transform any space into an experience. See our work at suitetreatments.com, or give us a call at 510.368.4909.
The Lash Lounge Ready to achieve a stunning look that speaks for itself? The Lash Lounge Oakland – Rockridge is your destination for semi-permanent and permanent beauty services in Oakland. We offer a complete menu of services, including eyelash extensions, refills, threading and more. There are endless reasons to invest in a low-maintenance beauty routine. Whether you want a stunning look for a special event or a professional look that will carry you through every meeting, The Lash Lounge has what you need to face the world with confidence. You may choose from a variety of beautifying services designed to celebrate you. Hard to pass up, we know! For more information about our services, please call our Rockridge salon (510-901-5274) or visit our website at thelashlounge.com/ca-oakland-rockridge.
The UPS Store is opening soon in the newly remodeled Lincoln Square located at 4100 Redwood Road Space 20A, Oakland, CA 94619 right next to Peet’s Coffee. The shopping center was built in 1962 and has provided all the shopping needs for patrons of many generations. It’s a place to shop for groceries and enjoy amenities such as outdoor seating. The community can now take care of their printing and shipping at the new, “The UPS Store” making the center truly a one stop shop. We also offer personal and small business mailboxes with a real street address & 24 hour access, notary services, live scan, and freight shipping. UPS is #1 in shipping but it is securing itself, as one of the go to places for all your printing needs. Our new Xerox C60 is a entry level production printer that can make family calendars, flyers for real estate agents and brochures for restaurants. The outside printer is a Xerox B8055 it does black/white copies at 55 ppm, ready for student projects of all kinds. Come visit The UPS Store off Redwood Road to drop off a package or just say “Hi”. We hope to bring the community the best customer service, open M-F 8am to 6:30pm and Sat 9am to 3pm. The UPS Store #7098 4100 Redwood Road Space 20A Oakland, CA 94619 Page 20
CIC convenes board development workshop June 11 Artemis Investments PO Box 1251 Oakland CA 94701 510.224.6757 Blue Shield of California 50 Beale Street 16B257 San Francisco CA 94105 415.229.6428 Legacy Partners 4901 Broadway Oakland CA 94611 949.930.7822 Mobvitel Communications, Inc. 2054 Mountain Blvd. Oakland CA 94611 626.632.2563 National CineMedia 47 Brookline Dr. Novato CA 94949 415.506.4266 Onboardia, Inc. dba KeywordHR Consulting 5650 Imhoff Drive Concord CA 94520 800.771.8610 PeopleReady Skilled Trades 2560 9th Street Suite 218 Berkeley CA 94710 510.883.0669 Savant Investment Group, LLC 555 12th Street, Suite 925 Oakland CA 94607 415.926.7200 St. Regis Properties One Embarcadero Center Suite 500 San Francisco CA 94111 415.381.8800 SUDA 1210 Excelsior Avenue Oakland CA 94610 510.482.7020 Suite Treatments 1100 57th Ave Oakland CA 94621 510.368.4909 The Lash Lounge Oakland-Rockridge 5108 Broadway Suite K-103 Oakland CA 94611 510.901.5274
The Oakland Chamber’s Community Impact Committee (CIC)is convening a special board development workshop Tuesday, June 11, featuring guest speaker Lori Fogarty, Director and CEO of the Oakland Museum of California. The CIC, representing nonprofit organizations that belong to the Chamber, meets quarterly to discuss innovative ways to create social impact and build partnerships with for-profit members. According to Alana Ross, CIC convener with the Chamber, recruitment and retention of new Board members is an issue that a number of nonprofits find to be a challenge. “Our nonprofit Chamber members report finding volunteer board members can be difficult on a number of fronts. It’s important to identify not only those who would be a great fit for a nonprofit, but for the nonprofit to also be open, flexible, and strong enough to bring in voices, and points of view, that challenge an organization and help it grow,” said Ross. “The Oakland Museum of California provides an outstanding role model of a successful nonprofit organization with a strong and effective board.” The two-part workshop begins with an exploration of questions such as how do to get the right people around your board table? And once you have them, how do you keep those board members active and engaged in the work of the organization? This will be followed by small group breakout discussions allowing participants to share ideas and experiences based on the presentation, and a reconvening of the full group to discuss new understandings and courses for action that have emerged. Since 2006, Fogarty has worked to oversee and guide all Museum programmatic and administrative operations and has transitioned OMCA from a public/private cultural institution supported by the City of Oakland and the Oakland Museum of California Foundation to an independent non-profit organization with an innovative new organizational structure. Lori also led the Museum’s $63 million “Museum of California” campaign and building renovation project, which has included the reinstallation of 90,000 square feet of gallery space as well as the first major enhancement to the Museum’s landmark building. Fogarty is currently leading the “All In: Campaign for OMCA,” an $85 million comprehensive campaign to support programs and operations, endowment and investment fund growth, and capital improvements to the Museum’s seven-acre campus. Fogarty has received major recognition in the museum and non-profit field as the recipient of the John Cotton Dana Award for Leadership from the American Alliance of Museums and the Hank Russo Outstanding Fundraising Professional award from the Association of Fundraising Professionals. Prior to her current position, Lori was executive director of the Bay Area Discovery Museum and was senior deputy director of the San Francisco Museum of Modern Art. She currently serves on the Board of The Crucible, an industrial arts school in West Oakland, and is Past President of the Association of Art Museum Director The meeting takes place at the Chamber's new offices, 1333 Broadway, Plaza Level 100. Please rsvp to email@example.com.◼
Leadership Oakland Class of 2020 now enrolling Continued from page 8
Regular tuition is $1,550 for the program; early bird tuition is available through July 26, at $1,350. Late registration, between August 17 and September 13 is $1,750. Nonprofit tuition is $1,350. Tuition covers all program materials, leadership training sessions, breakfasts and lunches, as well as costs associated with Chamber mixers and events free to members, Annual Awards Luncheon, and graduation ceremony. Leadership Oakland requires a strong commitment from its participants, including mandatory Leadership Training session; no more than one absence during the program; or partial attendance at any session in excess of two occurrences. Selection is based on the information provided in the application and a possible personal interview. Leadership Oakland seeks representation from a cross section of the community including business, government, and nonprofit organizations. A nonrefundable $50 application fee plus a $100 tuition deposit is due with your application. Applicants will be notified of their admission status on September 18, 2019 after all applications have been reviewed. Applicants have until 5pm September 23, 2019 to confirm their place in the program or it may be given to a waitlisted applicant and tuition deposit will be forfeited. For additional information, program calendar, and to fill out an online application, visit oaklandchamber.com, “Leadership Oakland.”◼ Page 21
KET SG REG FAST OING ! IST ER NO W!
114th Annual Chamber Awards Luncheon Wednesday, June 26, 2019 11am-1:30PM
All events are held at the Oakland Metropolitan Chamber of Commerce ofﬁces, 475 14th Street, Oakland CA 94612, unless otherwise noted. Call 510.874.4800, or visit oaklandchamber.com to conﬁrm dates/times. Meetings are open to all Chamber members. Where applicable, speciﬁc events costs or fees are noted.
May 23 | #OAKPROUD Happy Hour ▶︎ 5:00PM – 7:00PM
EXECUTIVE COMMITTEE Board Chair ZACK WASSERMAN Wendel, Rosen, Dean & Black LLC DAN COHEN Full Court Press MARK EVERTON Visit Oakland
BENJAMIN HARRISON Colliers International KENNETH MAXEY Comcast JACKIE RAY The Clorox Company MANAN SHAH Gensler
BOARD OF DIRECTORS KAREN BALDERAMA Wendel, Rosen, Black & Dean LLP
JIM MACKSOOD Alta Bates Summit Medical Center
WADE MARTIN ALICIA BERT Paciﬁc, Gas & Electric Co. Oakland Athletics DAREN CHAN AT&T
ED MCFARLAN JRDV Urban International
RAYMOND CONNELL Holland Partner Group
SAM NASSIF Creative Hospitality Group
MICHAEL L. HESTER McGuire and Hester
DENISE PINKSTON TMG Partners
DEBRA JONES Peralta Community College District
DENISE PIPER Wells Fargo
PAT KERNIGHAN Former Councimember City of Oakland PAMELA KERSHAW Port of Oakland RICH KINNEY Matson MICHAEL LEBLANC PLāYT
JENNIFER SCANLON Kaiser Permanente CIM Group ADAM SIMONS Schnitzer Steel Industries DAVID STEIN Donahue Fitzgerald LLP
New Chamber office Open House and Patio Party! Join us for an “office warming” at the new Chamber office, 1333 Broadway, Plaza Level Suite 100. Free to Chamber members; $15/non-members. Register at oaklandchamber.com June 1 | Business Relationship Network (BRN)
▶︎ NOON-1:00PM Join fellow small business owners for a monthly lunch where you can build relationships. Open to small business owners of any industry. $10 for members, $15 for non-members. Register at oaklandchamber.com
7 | EBWIB
▶︎ 11:30AM-1:15PM Guest speaker C.J. Hirschfield, Executive Director, Children’s Fairyland. Scott’s Seafood, Jack London Square. $60/Members; $70/Nonmembers. Register at oaklandchamber.com
11 | Community Impact Committee
▶︎ 3:00PM-4:30PM “Board Recruitment and Retention for the Nonprofit.” Presentation by Lori Fogarty, guest speaker, Oakland Museum of California; workshop following. Open to Chamber members only.
“Stop the Churn and Burn” Learn how you can drop money directly to your bottom line by utilizing a unique energy audit and savings program for Chamber members. Featuring Mark Hall, Peer Facilitator, founder Revalue.io. Bring a lunch; power up your small business. Free. Register at oaklandchamber.com. 26 | Annual Awards Luncheon
▶︎ 11:00AM - 1:30 PM Celebrate “The Town” at the the 114th Annual Awards Luncheon. Featuring keynote speaker Lenny Mendonca, Chief Economic and Business Advisor to California Governor Gavin Newsom. oaklandchamber.com for information.
July 19 | #OAKPROUD Small Business Power Hour
▶︎ NOON-1:00PM Cannabis Industry & State Pay Roll Taxes; Peer
ANGELA TSAY Oaklandish
GEORGE LOW California State University Bj WASHINGTON JP Morgan Chase & Co. East Bay ROBERT LUCCHESE Bank of America
19 | #OAKPROUD Small Business Power Hour
JOHN WORLEY SE ARUP
The mission of the Oakland Metropolitan Chamber of Commerce is to secure the economic future of our community, and to enhance the quality of life in the City of Oakland.
OAKLAND BUSINESS REVIEW OBR Oakland Business Review (ISSN-7220) is published bi-monthly by the Oakland Metropolitan Chamber of Commerce, 475 14th Street, Oakland CA 94612-1903. Membership dues include subscription. Periodicals postage at Oakland CA. Contents may not be reproduced without permission. POSTMASTER: Send address changes to OAKLAND BUSINESS REVIEW, 475 14th Street, Oakland CA 94612. Editor-in-Chief: Julia Lehman, BlackInk firstname.lastname@example.org Advertising Sales: email@example.com Design/Production: BlackInk Photography: T.C. Lehman Page 23
Facilitator/Guest Speaker Heidi Mattos, Payroll Tax Specialist; Employment Development Department, Tax Branch, Field Audit & Compliance Division.
Chamber ofﬁce relocates Continued from page 1
We are exceptionally grateful to Gensler for working with the Oakland Chamber of Commerce as we relocate to new offices at 1333 Broadway. Manan Shah, Creative Director, Gensler, and his colleagues Jascynda Jones and Lauren Hibner, captured the vision for a reinvigorated, reimagined Chamber office that meets the needs of our membership, as well as the leadership and staff who serve them. Our new space is functional, streamlined, clean – in keeping with the technology and systems we use to convene, communicate, and connect efficiently, and lead effectively. We cannot say enough about the
professionalism and guidance provided by the It truly “takes a village” to pull off an undertaking Gensler team. like this and we are #OAKPROUD to be a part of a It is with deepest appreciation we also thank community where it is possible.◼ Gensler partners Julian Fimbres, Sales Associate, A Better Source, who searched tirelessly to find cubicles and an office desk that met our needs; Susan Spielman, Senior Sales Executive, Pivot Interiors, who located and provided Herman Miller Aeron office chairs; Lunny Lundstrum, Account Executive, Interface, for providing carpet tiles; and Rick Alspaw, Vice President, Majestic Floors, Inc., for providing wall base and installation of both carpet and wall base.
Port of Oakland free harbor tours May through October Port of Oakland Communications Ofﬁce
The Port of Oakland’s free harbor tours will return this May and run through October. The Port published its 2019 harbor tour schedule on its web site today. The 90-minute harbor excursions include a guided narration and are conducted aboard the Blue & Gold Fleet. “Port of Oakland harbor tours allow us to give visitors a birds-eye view of actual maritime operations,” said Port of Oakland Director of Social Responsibility Amy Tharpe. “We want the community to see how the Oakland Seaport provides local jobs.
The Port said the cruises were designed to give neighbors a close-up look at how the Oakland Seaport works. The tours follow the Port’s shoreline along Oakland Estuary and Outer Harbor, and passengers will be able to see working marine terminals, giant cranes and megaships. The tours will also provide views of the East Bay hills, the Bay Bridge, and San Francisco’s waterfront and skyline. About the Port of Oakland The Port of Oakland oversees the Oakland Seaport, Oakland
International Airport, and nearly 20 miles of waterfront including Jack London Square. The Port's 5-year strategic plan – Growth with Care – pairs business expansion with community benefits, envisioning more jobs and economic stimulus as the Port grows. Together with its business partners, the Port supports more than 84,000 jobs in Northern California. Connect with the Port of Oakland and
Oakland International Airport through Facebook, or with the Port on Twitter, YouTube, and at portofoakland.com.◼