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City Council

Welcome new members

Chamber releases latest tracking report of Council actions Pages 4 - 5

Pages 8- 9


Check out upcoming Chamber events

May 2016

A look at small business

Chamber calendar

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Make plans to attend Page 23

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Visit for more business opportunities, news and event registration.

> Chamber Annual Meeting theme – ‘Education is Everyone’s Business’


he Chamber’s 111th Annual Meeting Luncheon on Thursday, June 23 will explore the theme “Education is Everyone’s Business.” Oakland is a national leader in creating innovative school-to-work pathways, which is in large part due to the commitment of local businesses to create good local jobs for area residents. The Annual Meeting will also feature Christopher Thornberg of Beacon Economics, who will present an update to the Oakland Chamber District Economic Indicators Report, an annual district-by-district, in-depth analysis of Oakland’s economy. Every year the Chamber’s Annual Meeting celebrates the achievements of businesses in furthering Oakland’s growth and prosperity. As part of that recognition, Chamber members vote to recognize outstanding contributions from business with awards. Here’s your chance to nominate an Oakland business for a 2016 award. This year’s ballot will be sent out in the coming weeks so please be sure to vote. This year’s award categories are: Oakland on the Map – Both new and long-time Oakland businesses are exposing the myriad of opportunities our home town has to offer. Oakland on the Map recognizes a local company or businessperson who has been particularly effective at championing Oakland to both our residents and those outside Oakland that want to be part of our renaissance. Deep Roots – As Oakland continues to grow, it’s important to honor those longtime stewards of our economy who helped to build our city’s foundation. Deep Roots honors a local company or individual who has been a major player in Oakland for many years. Community Catalyst – Oakland has always had a solid foundation of organizations and individuals dedicated to the betterment of our community. They strive to lift up our citizens and spark change where it’s needed the most. This award recognizes those contributions above and beyond the norm that benefit Oakland.

> Business Referral Network to launch June 15 A new Chamber networking group, “Business Referral Network,” will help members exchange leads, learn skills and business tools, and make valuable and lasting relationships. The ultimate result will be revenue growth for Network members. It will meet twice a month in the Chamber offices. The Chamber invites all members to join us for the launch event, which will occur on Wednesday, June 15 from noon to 1:30 p.m. in the Chamber Board Room. Please RSVP – lunch will be provided. At the launch, entrepreneurs, business owners and sales professionals will learn about the structure, fees and goals of the program and can submit an application. Beginning on Wednesday, July 6, the Network’s regular meetings will occur on the first and third Wednesdays from noon to 1:30 pm. at the Chamber offices. One representative per industry will be permitted into the Network, so be sure to attend the launch event to secure your spot! Participation in the Network requires active membership in the Oakland Chamber of Commerce. ■

> Chamber’s Small Business and Nonprofit Fair set for Sept. 14 Save the date! The Oakland Chamber of Commerce will host a Small Business and Nonprofit Fair on Wednesday, Sept. 14 from 4 to 7 p.m. There will be opportunities to participate and sponsor the event in various ways, such as exhibiting, hosting mini-presentations to a captive audience, and featuring your business in the event programs, with ads and banners printed and online, and in Oakland Business Review. More details will follow. ■

Tech Oakland – Our city’s tech industry is growing, but aiming to grow the Oakland way. Oakland tech could lead the way in being a model for inclusive, sustainable growth that creates jobs and opportunities for new and existing residents alike. This award honors an organization or leader in Oakland’s tech field who contributes to both the industry and the city. Heart of Oakland – One enduring truth about Oakland is that our city has heart. No matter what comes, Oakland rises to meet it. This award honors a local business or individual who has contributed to Oakland’s persistent spirit. Secret Sauce Award – We all know it’s hard to put into words what exactly makes Oakland so special. This award honors a business or individual who contributes to what Mayor Schaaf likes to refer to as Oakland’s “Secret Sauce” – that unquantifiable and unique ingredient to Oakland’s allure. Leadership Oakland Alumnae – Leadership Oakland is a nine-month Chamber program that gives the city’s current and future leadership the opportunity to gain an in-depth understanding of the role leadership plays in our city. This award recognizes a graduate of Leadership Oakland who has gone on to exemplify the skills honed in the program by contributing to our city and business community as a leader. Sponsorships for the Annual Meeting are still available. Current Award Sponsors are Donahue Fitzgerald LLP and United Business Bank, while Partner Table Sponsors are Colliers International, Lane Partners, Lowney Architecture, Port of Oakland, Southwest Airlines, The Inn at Jack London Square, The Swig Company, UCSF Children’s Hospital Oakland, Visit Oakland, and Waterfront Hotel. Sponsorship costs are $15,000 (Title Sponsor), $7,500 (Event Sponsor), $4,500 (Awards Sponsor) and $2,500 (Partner Sponsor Table). Individual tickets are $90 for Chamber members and $105 for non-members. To register for the Annual Meeting or become a sponsor, contact Shaterica Sullivan at ■

> Join us for ‘Battle of the Bay’ – A’s vs Giants, June 29 The Oakland A’s have started their quest for a winning season in 2016, and the Chamber will be with them all the way. On Wednesday evening, June 29, in fact, the Chamber has reserved a section at Coliseum that should be of particular interest in the Bay Area. Join Chamber members and staff at Coliseum for the Battle of the Bay – the A’s versus the San Francisco Giants. And, just to make the game even more exciting, the Chamber has acquired reserved seats on the field level just past first base down the right field line. The first pitch is at 7:05 p.m. Tickets for the A’s-Giants showdown are $55 per person ($65 for non-members) and the ticket price is guaranteed – even as regular ticket prices will increase for this great rivalry. To reserve tickets for the A’s-Giants game – always a sellout – visit or contact Shaterica Sullivan at (510) 874-4800, ext. 0 or at Help the Chamber cheer the A’s on to victory! ■

April 2010 |1 1

Names in the news • Lindsay Wright, who has extensive experience in strategic public relations and communications, has been named communications manager at the Oakland Museum of California. In her former position as the public relations and communications manager at Visit Oakland, Wright was Lindsay Wright responsible for promoting Oakland as a travel destination, working with local, national and international media to highlight the city’s neighborhoods, restaurants and attractions, including the museum. • Walter Allen, president and chief executive officer of Acumen Building Enterprise,

recently traveled to Cuba with a delegation led by Congresswoman Barbara Lee to explore business and transportation development opportunities on the island. It was Allen’s second trip to Cuba, but his first Walter Allen since President Barack Obama’s historic reopening of diplomatic relations. With an increase in Cuban private enterprise and the opening up of the “Pearl of the Antilles” to international markets, said Allen, the next few years will no doubt see massive development in transportation and infrastructure. • Nicholas Williams has been named the new director of Oakland’s Parks & Recreation Department. For the past three years Williams has served as the assistant superintendent of recreation at Minneapolis Parks and Recreation, known as having one of the top park systems in the country. He has been responsible for 49 year-round, neighborhood-based recreation centers that offer hundreds of recreation, education and interpretive programs for youth, adults and seniors in the Minneapolis area. Prior to Minneapolis he had a five-year career managing park and recreation operations in the city of Atlanta. • Registration is open for the 3rd annual Oakland Teen Empowerment Scholarship Program and Brunch – Every Girl Matters, a nonprofit organization, for academic and emotional support. The event will be held on Saturday, Aug. 6 at Laney College in Oakland. Girls 13-18 years of age will compete for a two-year $3,000 stipend to Laney as well as a computer, cash gifts, and a family vacation sponsored by Southwest Airline. The event is produced by an Oakland family Paula and Maurice Welsh, owners of Welsh Marketing, PR and Event Planning. • The Church of Jesus Christ of Latter-day Saints has announced that the church’s Oakland Temple Visitors’ Center is open to the public following closure for extensive renovations and upgrades. The Visitors’ Center is located at 4766 Lincoln Ave. in Oakland and is open daily from 9 a.m. to 9 p.m. Admission is free and ample parking is available. Upgrades to the Visitors’ Center included installation of new interactive exhibits for visitors of all ages. The 22,000 square-foot Center is an enhancement to the church’s Oakland Temple, which is located nearby and is the dominant feature on Temple Hill. Info: (510) 531-1475. • The Spring Fundraising Luncheon of SOS/Meals on Wheels will be held on Saturday, May 14 from 11:30 a.m. to 2 p.m. at Oliver Hall in Eden United Church of Christ, 21455 Birch St. in Hayward. For information call (510) 582-1263 or visit ■


| OBR Oakland Business Review |

> ‘Space is critical’ for manufacturers in Oakland by Aly Bonde

The Chamber’s monthly Economic Development Forum in April was devoted to the state of manufacturing in Oakland and the East Bay. Panelists included Denis Ring of OCHO Candy, Dorian Ferlauto of Britehub, Kate Sofis of SFMade, Mark Martin of California Community Colleges, and Hiroko Kurihara of Oakland Makers. Oakland’s manufacturing sector plays a critical role in the city’s economy. While the nature of the industry in Oakland has transitioned from heavy to lighter manufacturing over the decades, it remains an economic driver in the region. Despite its importance, it is becoming increasingly difficult to find space for manufacturing businesses in Oakland as many areas are converted to housing or other uses. “I can’t stress enough that space is critical,” said Sofis of SFMade, a nonprofit dedicated to developing the manufacturing sector in San Francisco. “Anything Oakland can do to leverage real estate, zoning controls, and increased density in the space that is dedicated to manufacturing is necessary.” Kurihara of Oakland Makers, a nonprofit working group of makers and manufacturers advocating for the industry in Oakland, said part of the process of protecting manufacturing in Oakland is the need to educate City of Oakland leaders about the importance of the sector to Oakland’s economy.

> Port of Oakland launches new website The Port of Oakland has launched its completely redesigned website at The site’s home page provides portals into the Port’s three business lines – an international seaport, Oakland International Airport, and commercial real estate properties. The website provides a cleaner design, better functionality, intuitive navigation, and enhanced content. The Port will curate the site regularly with latest news, business activity, special events, and partner information. “The Port of Oakland’s website upgrade provides visitors with an entirely new user experience,” said Port of Oakland Acting Director of Information Technology Kyle Mobley. “The new site allows the Port to keep its digital footprint current while providing direct access into our three business lines.” The home page features a social media quilt that provides an at-a-glance view of all the Port’s activities. The new website allows language translation to better serve its global customers. Other features include: • Better viewing on various devices (desktop, mobile phone, tablet) • Easier and more intuitive navigation.

▲ Denis Ring of OCHO Martin, who is the Candy (left) makes a regional director of point at the Chamber’s Advanced Manufacturing recent Economic Workforce Development Development Forum, at California Community while fellow panelist Colleges, said there needs Mark Martin of to be an organized commitCalifornia Community Colleges looks on. ment to manufacturing from the city. “Manufacturing has one of the highest multiplier factors of any industry in terms of jobs,” he said. “We could be the San Francisco of hardware startups. Laney College has the best facility for manufacturing education in the country.” Ferlauto, founder of Britehub, which specializes in software for advanced manufacturing, said the ecosystem in Oakland is largely small batch producers just starting to produce at scale. “A lot of them that would’ve taken a contract manufacturer are doing it themselves because they don’t want to go overseas yet,” she said. “But where do they go when they want to scale?” In speaking about what motivated him to open his 26,000-square-foot chocolate factory in West Oakland, Ring of OCHO Candy said one factor was the availability and proximity to all the elements he needed to set up his business – supplies, packaging, ingredients, and graphic design. “There’s also an open mindedness about setting food manufacturing in Oakland,” he said. “There’s an acceptance and encouragement of food and beverage.” OCHO Candy believes strongly in paying living wages and hiring locally, not just from Oakland but specifically West Oakland. Ring said that while OCHO Candy is thriving in Oakland, they are projected to outgrow their current space in five years and expects to have a difficult time finding a larger space in the city. “We of course want to stay here if at all possible,” he said. ■

Aly Bonde is the Chamber’s director of public policy.

MAY 2016 |


> Spring 2016 City Council Tracker

As part of the ongoing mission to keep our members apprised of local government issues, the Oakland Chamber of Commerce is publishing quarterly reports on votes taken by the Oakland City Council. These reports will focus on Council actions that are relevant to Oakland’s business community and are grouped according to the Chamber’s public policy areas of focus. The Chamber’s tracking reports are meant to represent a snapshot of the Council’s actions and priorities from the previous quarter, but do include every action taken by the Council or City Administration.

HOUSING 1. East 12th Street Remainder Parcel – Mar. 15 In a 6-1 decision, the Council chose UrbanCore to develop a City-owned parcel near Lake Merritt. The property was poised to be developed as an all market-rate residential tower by UrbanCore before the City was forced to recirculate the land for proposals that included affordable housing for legal purposes. One of the three competing development teams was comprised of members of the community and SAHA affordable housing developers, which sought to build 133 units of affordable housing. UrbanCore’s planned 26-story tower will consist of 360 units, 108 of which will be affordable. Councilmember Kaplan recused herself from the vote because of a conflict of interest with UrbanCore. 2. Rent Increase Moratorium – Apr. 5 The Council unanimously passed a 90-day moratorium on certain rent increases above CPI that also extends rent control to owner-occupied duplexes and triplexes, which have historically been exempt. The Council called it a “pause” to bring forward other pieces of legislation relating to rent control. 3. AirBnb Tax for Affordable Housing – Feb. 2 The Council unanimously passed a resolution brought by Councilmembers Campbell Washington and Guillen to allocate $350,000 in Transient Occupancy Tax funds collected from Transient Residential Hosting Platforms (AirBnb, Homeaway, etc) to be directed toward affordable housing for the next two years. This amount is over


| OBR Oakland Business Review |

and above the $500,000 already included in the budget. Campbell Washington said part of the intention is to signal that the City sees a nexus between the housing crisis and rental units being taken off the market to be used as short-term rentals. 4. Ellis Act Relocation Fees – Mar. 1 In a 7-1 vote, the Council passed an ordinance amending Ellis Act eviction requirements to extend relocation payments to all households regardless of income, set the base amount of relocation payment at $6,500 per studio/one-bedroom, $8,000 per twobedroom, and $9,875 per three-bedroom. An additional payment of $2,500 per unit for tenants who are seniors, disabled, low-income, or families with minor children is required. Half the payment must be made when the termination notice is given and the other half on move out. The previous requirement was for two months of rent and only applied to low-income households. At the East Bay Rental Housing Association’s request, staff added a provision that tenants must sign a statement agreeing they will not contest the eviction in order to receive the payments. 5. Secondary Units Changes – Feb. 16 In a 7-1 vote, the Council passed an ordinance to amend the Oakland Planning Code as recommended by the Planning Commission to ease parking and setback regulations for homeowners wishing to build secondary in-law units within a ½ mile of major transit stops and Bart stations. Councilmember Kalb made an amendment to state that new secondary units in Residential Parking Permit zones will not be entitled to a residential parking permit and should be issued no more than one of the permits already associated with the primary dwelling unit. Councilmember McElhaney made an amendment to remove language restricting the changes to owneroccupied units. 6. Coliseum Transit Village – Jan. 5 In a 7-0 vote, the Council adopted a resolution authorizing the execution of various agreements relating to the Coliseum Transit Village Phase I project, which is a proposed transit-oriented development with 110 mixed-income units planned on a 1.3-acre portion of a BART-owned parking lot near the Coliseum Station. It will be a 50% affordable and 50% market rate project. The Council

> Spring 2016 City Council Tracker approved an $11.6 million loan in former Redevelopment Agency bond funds to the developers, which would not need to be paid back as long half the units remain affordable. Eight million of that was previously allocated in 2013. Councilmember Kaplan recused herself from the vote because of a conflict of interest with UrbanCore. 7. DDA for 2330 Webster & 2315 Valdez – Jan. 19 The Council unanimously passed an ordinance to authorize the city administrator to execute a DDA with TDP Webster for the sale of two contiguous parcels for the combined value $9,450,000 for a residential mixed-use project including ground floor retail and a public parking garage. It also authorizes the city’s purchase of the public parking garage from the developer for $13,468,780. The project will consist of 234 apartments, 17,000 square feet of groundfloor retail and a public parking garage that will eventually be sold back to the city; 36 apartments would be reserved for affordable housing. Vice Mayor Kaplan made a substitute motion to hold back $100,000 of the parking purchase price until the developer has entered into leases for 80% of the retail space. The substitute motion failed 5-3, with Kalb, Kaplan, and Reid voting yes. 8. Shelter Crisis – Jan. 5 The Council unanimously passed an ordinance to declare a shelter crisis, which allows for a more flexible set of building and health requirements in certain public facilities to expedite projects to shelter the homeless. 9. Winter Shelter Beds Funds – Feb. 2 The Council unanimously passed a resolution to allocate an additional $180,000 for the expansion of emergency winter shelter beds. The funds will provide an additional 45 beds at St. Vincent de Paul, additional case management, winter shelter outreach, transportation to the shelter, emergency motel funds for homeless families, and rapid rehousing subsidies. 10. Mortgage Assistance – Apr. 19 In a 6-0 vote, the Council approved a resolution to expand the definition of affordable housing to include ownership housing, allow affordable housing boomerang funds to go towards ownership housing, allocate an additional $800,000 to the Mortgage Assistance Fund, and to raise the income limit for the MAP program from 100% of Area Median Income to 120% of AMI (meaning from $84,150 to $100,350 for a family of three). The MAP program had currently ceased accepting new applications due to lack of funding. Councilmembers Brooks and Kaplan abstained. 11. Affordable Housing Acquisition, Rehabilitation, and Preservation Program – Apr. 19 In a 6-0 vote, the Council approved a resolution to establish a program to assist developers in acquiring sites for affordable housing, developing or rehabilitating affordable housing properties, or preserving existing affordable units. The resolution also allocated $1,000,000 to the program from the Affordable Housing Trust Fund. Councilmembers Brooks and Kaplan abstained.

PUBLIC SAFETY 12. Firearms Regulations – Jan. 19 In a 7-0 vote, the Council passed three ordinances regarding the regulation of firearms to require licensed firearms in homes to be stored in a locker or fitted with a trigger lock, to outlaw highcapacity magazine clips, and to ban unsecured firearms in unattended vehicles. An ordinance requiring that city-owned firearms be secured in unattended vehicles will go forward to the city council after the Meet & Confer with applicable employee unions has been conducted. Councilmember Brooks expressed her view that while she supports these regulations, she believes they will be difficult to criminally enforce. 13. Negotiated Settlement Agreement Contracts – Jan. 19 In a 6-1 vote, the Council passed two resolutions for one-year extensions of contracts with the court-appointed independent monitor and compliance director for $650,000 and $165,000 respectively, as part of the Negotiated Settlement Agreement. Councilmember Gallo voted against the resolutions, saying that Oakland should take responsibility for its own oversight. Staff pointed out that Oakland is still under court order to contract for these services, as it is not yet in full compliance with 3 of the 52 tasks outlined in the 2003 settlement agreement.

14. Wireless 9-1-1 GIS Mapping – Mar. 1 The Council unanimously passed a resolution to accept $180,000 in state grant funds to begin developing the mapping system capabilities to accept 9-1-1 calls from cell phones. Currently, emergency calls from cell phones are routed to California Highway Patrol in Vallejo who then redirects most back to OPD. Oakland is the last metropolitan city in the country that hasn’t at least started the process of taking its own wireless 9-1-1 calls. OPD estimates that this will result in an additional 156,000 calls coming in. OPD also estimates it will need to hire an additional 14 dispatchers as the process ramps up over the next three years. They requested the immediate hiring of an additional four dispatchers be included for consideration in the mid-cycle budget adjustments this May. 15. Police Body-Worn Cameras – Apr. 19 The Council unanimously passed an item to purchase additional body-worn cameras for the 50 cadets graduating from the latest police academy this summer. Previously, when the item was in Public Safety Committee, Councilmember Brooks and Gallo expressed concern about buying additional cameras from Vievu because the department is currently issuing an RFP for a new vendor. OPD said it may be possible to reallocate cameras from officers who are not in the field to the new class in order to avoid purchasing new ones. In committee, Councilmember Kalb made a motion to allocated half the money to buy 25 cameras to ensure the department has enough in reserve. In total, the item allocated $22,500 for 22 new cameras, $10,000 for hardware, and $100,000 for technical support and maintenance of existing cameras.

ECONOMIC DEVELOPMENT 16. Jack London Sale – Feb. 16 The Council unanimously passed a resolution consenting to the transfer of the Development Agreement for the Jack London District from Jack London Square Ventures to CIM Group Acquisitions. Staff said they determined that CIM is financially equipped to carry out the agreement and recommended approval. 17. 1911 Telegraph Agreement – Mar. 1 The Council unanimously approved a one-year Exclusive Negotiating Agreement with OliverMcMillan-SUDA to build a 27-story residential tower with 330 units, a seven-floor boutique hotel with 168 rooms, 56,450 square feet of retail and 283 parking spaces. The proposal includes 15% integrated affordable housing to low and moderate income levels. This item is included under the Economic Development category because of the City’s commitment to choosing a project that included a significant retail component. 18. Black Arts District – Jan. 19 In a 7-0 vote, the Council passed a resolution brought by Councilmember McElhaney to designate the 14th Street corridor from Oak Street to Frontage Road as the Black Business and Arts District to highlight, preserve, and support the contributions of Oakland’s black artists and business owners. The area may potentially form a Business Improvement District.

TRANSPORTATION & INFRASTRUCTURE 19. Dept. of Transportation & Infrastructure – Feb. 2 In a unanimous vote, the Council passed an ordinance to create the position of Director of the Department of Transportation, a new department that was created during the budget process with the intention of attracting more grant funding to Oakland. The department’s structure is still being determined and may potentially involve the reorganization of some functions of Public Works and Parking Enforcement. The Council approved the creation of the director position in order to begin the search process. 20. Bike Share Program – Feb. 2 In a unanimous vote, the Council passed several pieces of legislation enabling the creation of the Bay Area Bike Share program, which is expected to launch in Oakland in the summer of 2016. A grant for $660,616 from the Transportation Fund for Clean Air is paying for staff and permit fees for Oakland to host 850 bicycles at approximately 70 stations for point-to-point bicycle trips within the Oakland service area. The regional bike share system will also operate in the Cities of Berkeley, Emeryville, San Jose, and San Francisco. ■

MAY 2016 |


> New era for FLAX in Oakland FLAX art & design, a venerable establishment with a long history in San Francisco, has found new life in Oakland, with the recent opening of a spacious and light-drenched store in the downtown area.

A Grand Opening event brought a strong crowd, and Mayor Libby Schaaf arrived in her official vehicle, one of two art cars that shot flames in the air in a dramatic entrance. She told KQED’s Tara Siler, “FLAX is really meant for Oakland…this is a familyowned business…so it’s perfect to place this in a city with so much artistic energy and legacy – so close to public transportation and in the center of the Bay Area, where all artistic souls can get here conveniently.” Established in 1938, the store is now run by the third generation. Following notification that their home of 38 years on Market Street in San Francisco would be torn down to make way for a condo high rise, Howard Flax looked for a new location for over a year and half. That discovery led to the opening of a new location in Fort Mason Center last year, allowing FLAX to continue its presence in San Francisco as the search for a space to recreate the flagship store ultimately landed in Oakland. The new location is the company headquarters, employing approximately 25 people. It is just one block west of the Elihu M. Harris State Building with a large parking lot and excellent access to the freeway. The building holds a dozen skylights above a beautiful architectural truss system that attracted Flax. “As a company we try deliver a shopping

experience unlike any ▲ When this painting by local artist Jared Roses is complete, other. We want to inspire it will be on display in the creativity with our store. products presented in an awesome environment, so this building definitely spoke to fulfilling that requirement,” said Howard Flax. Now the only independent art supply store in the East Bay, FLAX is known as much more than a traditional art supply store. Its product range includes hundreds of fine papers, stationery, picture frames and fine pens. Annual events include the Pen Faire and Kidsfest, both of which will continue at the Oakland location and draw people in from beyond the Bay Area. For individuals or businesses who wish to establish convenient accounts, FLAX is a destination for everyday supplies to unique gifts. Flax is appreciative of the assistance provided by the Oakland Chamber of Commerce to promote its business. Core to the company’s success is building relationships in the local community, and already FLAX has created partnerships to further the support of arts. One such organization is fellow Chamber member Attitudinal Healing Connection ( ). Through the support and sponsorships from the business community, ACH fills the gap and provides arts programming to more than 15 under-resourced schools in Oakland. Meeting these people and creating what will be lasting relationships has been the most gratifying experience for Howard. He said, “The Oakland community is amazing. Everyone is so warm and welcoming and glad that we are here, and the interest in collaborating for mutual success is everywhere. I love that and we are so glad to become integrated into all that is Oakland. ■


| OBR Oakland Business Review |

> New Lincoln. Same values. Oakland-based Lincoln Child Center, providing children and family services locally for more than 133 years, has launched a new name, logo, and website.

In 2012, Lincoln’s board of directors made the strategic decision to sell its center headquarters on Lincoln Avenue and return to the organization’s West Oakland roots. The move also reflected Lincoln’s new strategic direction of delivering programs to children, youth, and families in the communities where they live, work, and attend school. “We’re excited about the simplicity of our new name Lincoln, which continues to bind us to our deep roots in Oakland,” said chief executive officer Christine Stoner-Mertz. “Our new name together with our logo, which reflects the ‘heart’ of our work, truly captures our future and mission in “Strengthening Families. Changing Lives.” A continuum of academic achievement, family strengthening, and well-being programs is the cornerstone of Lincoln’s efforts to transform service delivery and provide real solutions to the unique issues faced by children, youth and families. “To continue making transformational advances and shape better futures for kids and families, we are working to build strong partnerships with private and corporate funders committed to investing in this type of community change,” continued Stoner-Mertz. A new website communicates Lincoln’s work and impact, while increasing awareness and community support. The site is designed to

serve a broad audience of current and potential supporters, corporate partners, volunteers, families seeking services, and professional talent interested in joining Lincoln’s staff team. Features include: • Beautiful photos and stories from families served across the greater Bay Area; • Intuitive navigation with curated content for families, professionals and supporters; • Corporate engagement section highlighting opportunities for partners; • Secured donation pages, and responsive design for tablet and mobile users. Founded in 1883 as the first racially integrated orphanage in Northern California, Lincoln’s mission remains timeless: “Lincoln disrupts the cycle of poverty and trauma, empowering children and families to build strong futures.” Today, Lincoln impacts the lives of more than 4,000 children and their families in the most underserved communities of the Bay Area through a continuum of academic achievement, family strengthening, and well-being programs. With Lincoln, kids attend school, learn to read, and stay with their families where they do best. For more information, visit ■

> Food Bank named #1 in the nation

▲ Employees from Thanks to the support of its contributors, TEECOM volunteer volunteers, and partner agencies, the at the Food Bank. Alameda County Community Food Bank has been named Food Bank of the Year by Feeding America. Feeding America is the nation’s network of 200 food banks, and this top honor recognizes the “most outstanding food bank in the Feeding America network for going above and beyond its core mission of providing for the hungry.” Feeding America highlighted Alameda County Community Food Bank’s progressive nutrition policies, CalFresh (food stamps) Outreach program, its innovative partnerships with the City of Oakland, schools and libraries, and its grassroots advocacy efforts. Feeding America has recognized its advocacy team for three consecutive years due to its efforts to protect federal nutrition programs. Today, the Food Bank serves one in five Alameda County residents and will provide 28 million meals in 2016. Its 240 partner agencies, volunteers, and contributors make all this work possible. And as an organization located here in Oakland, it receives tremendous support from Oakland-based companies and corporations. From the constant presence of Pandora in its warehouse (both the music and their employee volunteers) to the incredible financial support from companies like The Clorox Company and PG&E, the support from business partners has strengthened its efforts to end hunger in a multitude of ways. By 2018, the Alameda County Community Food Bank hopes to provide 90 million meals, or one meal per day for every food-insecure person in Alameda County. ■

MAY 2016 |


Member update

> DIRECTORY ADDENDUM The following is a list of new members of the Oakland Metropolitan Chamber of Commerce. Please refer to these members when you have a need for goods and services.

Barbers Oakland – Men’s Fine Grooming 827 Brooklyn Ave. Oakland, CA 94606 (510) 301-7237 Nancy Brown Beauty Salon Bay Area Youth Center A Division of Sunny Hills Services 22245 Main St., Suite 200 Hayward, CA 94541 (510) 727-9401 Website: Sokhom Mao Nonprofit Eden Housing 22645 Grand St. Hayward, CA 94541 (510) 582-1460 Website: Nathan Ho Nonprofit Eve’s Waterfront 15 Embarcadero West Oakland, CA 94607 (510) 827-1248 Website: Eva Malki Banquet Facilities, Caterers, Entertainment Flax Art & Design 1501 Martin Luther King Jr. Way Oakland, CA 94612 (510) 867-2324 Website: Howard Flax Retail Genesys Works – Bay Area 101 2nd St., Suite 500 San Francisco, CA 94105 (415) 442-0280 Website: Jamie Firmage Nonprofit Lane Partners 644 Menlo Ave., 2nd Floor Menlo Park, CA 94025 (650) 838-0100 Website: Andrew Haydel Real Estate – continued on page 9

NEW MEMBER PROFILES Bay Area Youth Center (BAYC) – A division of Sunny Hills Services Founded in 1895 as an orphanage in San Rafael, Sunny Hills Services has evolved into a regional child welfare and youth development agency. Sunny Hills programs focus on early intervention and intensive, holistic case management to assist at-risk children and youth in realizing emotional, social and functional well-being. The organization is dedicated to protecting, nurturing, and healing vulnerable children, adolescents and young adults. Sunny Hills Services’ East Bay programs, known as Bay Area Youth Center (BAYC), has provided supportive housing and intensive, holistic case management for at-risk youth since 1974. BAYC is known for its willingness and success in working with youth who are challenged with emotional, developmental, educational, and mental health issues. BAYC was the first licensed provider in California to offer supportive housing services to youth ages 18 to 21 when the state extended foster care beyond age 18 in 2012. Currently BAYC’s Real Alternatives for Adolescents (RAFA) program is the only transitional housing program in Alameda County that provides housing and comprehensive support services to dependent minors ages 16 and 17. ■

City Ventures City Ventures is a rapidly-growing California homebuilder focused on repositioning underutilized real estate into residential housing in supply constrained coastal urban infill areas, as well as high demand suburban locations. City Ventures is based in San Francisco and Newport Beach. It focuses on the construction of town homes, condominiums, lofts, mixed use, live-work and single-family detached homes in the Southern and Northern California coastal urban infill neighborhoods from Santa Barbara to San Diego and from the San Francisco peninsula through Silicon Valley and the East Bay. City Ventures currently owns and controls more than 14,000 lots in California. City Venture’s Station House, a 171-unit townhome community in West Oakland, is currently under construction. The new community is located next to the historic 16th Street train station and features all-electric, energy-efficient homes with allinclusive solar panels. As one of City Venture’s Green Key communities, Station House will set the standard for eco-friendly living. Each home will be equipped with highperformance Energy Star appliances, high-efficiency lighting, dual-glazed windows with ultra-violet coating, and waterconserving fixtures. ■

Genesys Works Genesys Works enables economically-disadvantaged high school students to enter and thrive in the economic mainstream by providing them the knowledge and work experience required to succeed as professionals. Too often, students growing up in low-income households are on a path to underemployment. They have potential, but lack the technical and social skills, networks, and confidence that they can compete in the modern economy. Our program’s unique model has proven highly successful in preparing students to meet the challenges of a changing workforce, and provide local businesses with a diverse talent pipeline. Here’s how it works: we identify and train motivated high school students in professional and technical skills the summer after their junior year, then place them in meaningful yearlong internships with leading companies in the Bay Area. We supplement their training and work experience with support to, and through, college. Our partnerships with local companies and schools allow us to serve more than 250 Bay Area students each year. ■

MDSTAT Urgent Care One of the largest walk-in clinics in Northern California, MDSTAT Urgent Care has opened its first Bay Area location at 300 Hawthorne Ave. in Oakland. The clinic is open from 9 a.m. to 9 p.m. seven days a week and every day of the year. No appointments are necessary. MDSTAT Urgent Care provides urgent care and minor trauma, workers compensation, drug testing, pre-employment physicals, TB testing and more. Onsite digital x-rays, labs, pharmacies, EKG, Audiometry are also provided. For more information, call (510) 433-0201, visit, or contact Robert HardinBrazelton at (916) 678-5294, ■


| OBR Oakland Business Review |

Member update



Ms. Glitter Nail Lounge & Spa

ADDENDUM – continued from page 6

Legalshield – Independent Associate 5827 Balboa Drive Oakland, CA 94611 (510) 866-3086 Website: Jimmy Melton Legal Services Ms. Glitter Nail Lounge & Spa 6004 Foothill Blvd. Oakland, CA 94605 (510) 300-7300 Website: Tonia Zangai Beauty Salon Sensiba San Filippo LLP 4900 Hopyard Road, Suite 200 Pleasanton, CA 94588 (925) 271-8700 Website: Jennifer Cantero Accountants Simple Tea 4144 Coolidge Ave. Oakland, CA 94602 (510) 325-0397 Website: Danny Park Wholesalers TelePacific Communications 1676 N. California Blvd., Suite 200 Walnut Creek, CA 94596 (925) 239-2482 Website: Jena Johnson Telecommunications Uptima Business Bootcamp 2323 Broadway Oakland, CA 94612 (510) 227-7027 Rani Croager Business Services We Teach Science Foundation 405 Primrose Road, Suite 200 Burlingame, CA 94010 (800) 939-1640 Website: Kelly Griffin-Smith Nonprofit YP Marketing Solutions (800) 438-7325 Website: Anne Grenier Advertising – Directory & Guide

Pampering yourself is never too much. Sit back, relax and indulge yourself in a day of relaxation as you come to the Ms. Glitter Nail Salon and Spa at 6004 Foothill Blvd. All that glitters is gold because that is what you’ll feel like once you have your manicure, pedicure, makeup and beauty treatments. We offer the latest techniques in 3D nail art, traditional and non-traditional nail spa procedures and more. We welcome bridal showers, bachelorette parties, and birthday groups. Join us at our Grand Opening and Block Party on Saturday, May 21. This community event will feature free makeovers, nail services, live musical performances, including DJ Pam the Funkstress, a fashion show, poetry, vendor booths, and a champagne toast. Admission is free. The party will run from 1 to 5 p.m. For more information, call (510) 300-7300 or email ■

Simple Tea Simple Tea is a purveyor of custom and private labeled rare and handcrafted tea and coffee. Custom Label Program (corporate gifts) We work with more than 4,000 advertising specialty marketers and distributors to develop, produce and deliver custom labeled artisan tea and coffee products for corporate events, gifts, and promotions. From individually wrapped tea bags to elegant custom gift boxes and everything in between, we offer a diverse set of packaging and price options. For the past 10 years, working with our distributors and end-customers, we have delivered over 2,800 custom labeled projects. Our client list includes Google, Charles Schwab, eBay, Kaiser Permanente, Paypal, Wells Fargo, American Cancer Society, Time Warner Cable, Stanford University, Lexus. For more information about our custom label program, visit or and for our latest projects visit Private Label Program We provide small-run private labeled rare tea programs for small and medium sized gift and specialty grocery retailers, museum stores, hotels and resorts to market and sell their own brand of artisan teas. The private label program includes the consultation of tea blends, formats (tea bags, bulk, serving size, etc.), Package Design, and certification documents (USDA, Ethical Tea Partnership, and Kosher). For more information on our private label tea program, visit ■

STRAP – Support for Transforming Applied Practices STRAP is a young company with a dynamic team of senior experts both from the local community and the international consulting scene. The core team is based in downtown Oakland and sector experts are in the heart of Washington, D.C. strengthening the organization. With a substantial breadth, the firm is creating a space in the consulting business for the industrial, financial and the government sector projects. The international outreach and unparalleled understanding of the corporate business processes is gathering partnership interests with both the government and private sector to support CEOs and managers in three core areas – strategy, operation and technology. In the competitive and thriving Oakland ecosystems, STRAP business model supports all business sectors, functions and areas of performance. The firm’s strategic insight and vision connects businesses and organizations to collaborate for successful partnerships, and therefore breathes in innovation, sparking global conversations and action. At the technology end, the ongoing global projects providing customized online training with the innovative high tech solution, sensitive to culturally diversity STRAP is gaining visibility with providing integrated performance-based management systems to firms. Transforming real lives of the underprivileged communities, STRAP teams are working with two country governments to design and implement development sector projects. The experts are engaging/exchanging donor communities, development financial institutions and interacting with marginalized communities to produce real impact on poverty, as per Independent Evaluators’ reports. ■

MAY 2016 |


> Guillen claims to have

> 10% off Southwest SWABIZ®

‘best district in the city’

Business Select® & Anytime Fares

by Aly Bonde

District 2 Councilmember Abel ▲ At Inside Oakland, Guillen gave an overview of his City Councilmember Abel Guillen is greeted by district priorities at the Chamber’s Chamber President Inside Oakland breakfast in April. Barbara Leslie (left) and Councilmember Guillen was elected Public Policy Director Aly in 2014 and represents neighborhoods Bonde. near Lake Merritt, including Crocker Highlands, East Lake, Grand Lake, Chinatown, and San Antonio. “I’m spoiled to have the best district in the city,” Councilmember Guillen said. He highlighted the fact that District 2 is truly one of the most diverse areas of the city, with a population that is about one quarter Caucasian, one quarter Asian, one quarter Hispanic, and one quarter African American. Councilmember Guillen was born and raised in the Mission District in San Francisco and attended UC Berkeley. He worked as a bond financing advisor prior to running for a seat on the Board of Trustees of the Peralta Community College District. Guillen was motivated to run for the Board after watching the difficulty his younger brother had in obtaining financial aid. “Folks said no one knew me, I wouldn’t win,” he said. “But we ran a grassroots campaign and I became the youngest and first Latino on the Board.” After his election to the Oakland City Council, Guillen has focused on a number of issues relevant to his district including much-needed maintenance and improvements to Lake Merritt. In addition to neighborhood issues such as graffiti abatement, much of the Councilmember’s focus has been on Oakland’s housing affordability crisis. “This crisis has been brewing for a long time because we haven’t been building. We need to build all types of housing,” he said. “We can’t build a wall around Oakland. We’ve been blessed with great weather, location, and access to transportation.” Guillen said the city is trying to find new ways to build more housing – especially affordable housing – by enacting impact fees on each unit of new market-rate development without slowing the rate of development. “We listened to the Chamber and others on impact fees and phased them in over time,” he said. The City Council is also looking to put a $600 million infrastructure bond on the ballot this November to address the huge paving backlog the city faces. Some of the money would also go to public facilities and affordable housing rehabilitation. “When I’m trying to bring businesses to Oakland, driving them around over all the potholes is embarrassing,” Guillen said. The discussion was part of the Chamber’s monthly Inside Oakland series – a public forum for Chamber members and their guests featuring public and private decision makers who affect Oakland. The next Inside Oakland will be held at the Chamber offices on Friday, May 27 from 8:30 to 10 a.m. and will feature Oakland City Auditor Brenda Roberts. For more information, visit ■ Aly Bonde is the Chamber’s director of public policy.

10 | OBR Oakland Business Review |

Take advantage of 10 percent discounts off Anytime & Business Select fares now through June 15, 2016 when you book your reservations on To receive the discount, apply promo code “SPRING2016” in the promo code box on the flight selection page of Anytime & Business Select fares are fully refundable (check refundable policy for details) and are Southwest Airlines’® most flexible fares. Business Select fares also guarantee an A1-15 boarding position, a Rapid Rewards® earning bonus, FlyBy® security lane access (where available), and a premium drink onboard. SWABIZ® is Southwest Airlines’® free online corporate booking tool, with benefits that include travel management reports and access to exclusive offers and promotions. Find out more about what SWABIZ can do for your company’s travel program at Serving Long Beach Southwest recently announced new service linking Long Beach Airport and Oakland with four flights a day in each direction beginning Sunday, June 5. Once operational, Long Beach will become Southwest’s 98th city served, the carrier’s fifth service point in the L.A. Basin and its tenth airport in California. ■


Banking & Finance

> Is there an ‘R’ in your month? by Anthony Thompson

Since there is no “R” in May, I am not thinking about eating oysters. I’m actually thinking about relationships in business. Most of us try to build relationships in business either to line up our next job, find a mate, find a workout friend or even build a strategically valuable relationship to make our business more successful. Starting with the invention of the telephone, the ways in which we interact as businesspeople continue to evolve and continue to provide reasons not to meet face to face. The advent of social media has gone the furthest to physically separate businesspeople from one another. Social media Anthony Thompson

is brilliant for meeting and keeping in touch with people, but nothing goes further in enhancing relationships than meeting face to face. I’ve yet to hear of a single successful marriage where the

partners never actually met. Banking has had a business model for centuries that relied on banker and customer building an appropriate business relationship so that the banker truly understands not only what the customer’s business is and does, but how senior management of that company operates the business, who they believe their customers are, and what the future of the company looks like. Banks have “transactionalized” many parts of their business to reduce costs, become more competitive and to allow the deployment of capital elsewhere and relationships have suffered as a result. Two interactions with customers over the last month have reminded me of the value of having appropriate customer relationships. The first was a professional firm that was caught a little short for the tax filing deadline. They approached me with five days’ notice, which included the weekend, needing some additional short term capital. Because we knew them, knew how their business operated, knew the principals AND were kept abreast of their financial situation over the course of the year, we had no problem in approving a short term facility for them. The second event came with a customer who has always believed that a banking relationship was strictly transactional in nature. The customer recently attended a high-profile, week-long meeting with a British aviation billionaire who throughout the week discussed that building a relationship with a banker was vital to the success of his businesses. Obviously I wish that I had been able to convert the customer to a banking relationship enthusiast, but I’ll take a convert when I can get one. I teared up a little when he shared the epiphanic moment with me. Think about your banking relationship. Do you know your banker? Have you ever had a banking relationship? If you have one and actually know who he or she is, are they getting to know you? Have they taken you to lunch or asked to meet you at your office? They should, and shame on them if they haven’t. Be proactive! If you are satisfied with your banking relationship but they haven’t approached you, swallow your pride and get to know them. Your business may just depend on it someday. ■ Anthony Thompson is senior vice president at United Business Bank.

MAY 2016 | 11


Banking & Finance

> Improving your family’s fiscal fitness

– by Peter Pelham

Drink lots of water. Cut back on carbs. Get more exercise. There is no shortage of advice available on how to improve our physical fitness, which is a goal we should all take very seriously. But managing your family’s fiscal fitness is just as important. By teaching your children a few key financial skills early in life, such as saving, budgeting, building credit, and donating, they will have the building blocks needed to become financially secure adults. Prepare a personal spending plan. It’s all about choices. You need to identify ways to decrease spending and increase income. By knowing what your income and expenses are every month, and keeping track of your daily spending, you can decrease spending and increase your income. Any financial planner will tell you saving in your 20s and taking advantage of compounding interest makes your 40s and 50s a lot less stressful. Peter Pelham

Be realistic and set milestones. If you know what you’re saving for, it becomes a lot easier to do it. The best way to reach a savings goal is to start with a budget. Develop a daily spending log so you know where your money goes. The more success you have with saving in your early years, the easier it will be to save as an adult. Begin to establish a credit history. Another way to encourage your children to practice smart money sense is to secure credit. First, open a bank account – credit companies like to see stable and responsible financial practices. Second, get a savings secured credit card in order to establish some credit history. Be sure to use it a couple of times a month (this will affect the credit score) and strive to pay in full and on time. Your credit record reflects how well you've paid bills and can be an indicator of whether you will be financially responsible in the future. Credit also teaches a healthy respect for debt, which is a good lesson to learn young. Develop a sense of social responsibility. Sharing with those in need is one more way to instill a sense of responsibility in your children that goes beyond just financial responsibility. Encouraging them to donate is a ▲ A branch manager speaks to a customer great way to teach kids about devoting a portion of their income to charity. And about her family’s finances. emphasize that donating time by volunteering at a local nonprofit can also be a rewarding experience. By preparing children for financial independence, you are giving them the confidence and resources they will need to achieve their goals. ■ Peter Pelham is the executive vice president for Retail Banking at Bank of Marin.

12 | OBR Oakland Business Review |


Banking & Finance

> Torrey Pines Bank’s Golden receives ‘Making Democracy Work’ Award Torrey Pines Bank, a five-star-rated bank by Bauer Financial and a division of Western Alliance Bank, a subsidiary of Western Alliance Bancorporation, congratulates vice president and Community Reinvestment Act (CRA) liaison Dale Marie Golden for receiving the 2016 Making Democracy Work Award from the League of Women Voters of Oakland.

The annual award celebrates community leaders or organizations that have envisioned a way to improve Oakland and mobilize others to work with them to effect a change that has benefited the broader community, helping to make Oakland strong, vibrant and fair. “The League of Women Voters will confer one of our annual Making Democracy Work awards on Dale Marie in recognition of her central role in the vibrant community and civic life of Oakland,” said Katherine Gazvy, League of Women Voters of Oakland. “She brings together and supports nonprofit organizations, cultural events and ongoing groups such as the Women in Business Roundtable, contributing to the energy and commitment that make Oakland so special.” Golden was nominated for the award by Fred Voss, Torrey Pines Bank Northern California executive vice president and regional president. “Dale Marie is a great ambassador and wonderful resource for Oakland and its surrounding area,” said Voss. “She is committed to seeing nonprofits and small businesses thrive. She puts forth a ▲ Louise Rothman-Riemer, president of the League great commitment of time and energy to make that happen and is a key driver of our of Women Voters of Oakland (right), presents the bank’s support to these organizations as well.” 2016 Making Democracy Work Award to Dale As a personal banker, Golden specializes in working with small businesses and Marie Golden of Torrey Pines Bank. nonprofits. She serves on the Board of Directors of the Oakland Ballet Company and chaired the 2015 Oakland Symphony Gala. She has also served on the international board of advisors for Business Network International (BNI) Alameda County and was named a Powerful Woman of the Bay, 2014 and Oakland Trailblazer Award winner, 2013. She is also actively involved with the Advisory Council of Holy Names University, Business Networking International, the Fred Finch Youth Center, MISSSEY and Working Solutions, East Bay. “I am honored to be part of the Oakland Renaissance and help so many small businesses and nonprofits make this community thrive. I am grateful to the League of Women Voters of Oakland for valuing diversity and education,” said Golden. The award was recently presented at the All-City Luncheon at the Oakland Scottish Rite Center. Torrey Pines Bank is a division of Western Alliance Bank, the go-to bank for business in its growing markets. Founded in 2003, Torrey Pines Bank offers a full spectrum of deposit, lending, treasury management and online banking products and services, plus superior, personalized service to meet the needs of local businesses. With 11 offices throughout California along with Western Alliance's robust national platform of specialized financial services, the award-winning bank is a valued partner for California's business, real estate, professional, municipal and nonprofit communities. ■

MAY 2016 | 13


Banking & Finance

> Community Bank of the Bay celebrates 20 years 2016 marks the 20th anniversary of Community Bank of the Bay (CBB). That’s a significant milestone in an industry where the trend has been overwhelmingly one of consolidation, of smaller banks being acquired by larger banks, or going out of business altogether. In 1996, for example, there were 9,500 state or federally chartered banks in the U.S. By September of 2015 that number had fallen to less than 5,400. Five banks in particular -- JPMorgan Chase, Bank of America, Wells Fargo, Citigroup and U.S. Bancorp – control almost half of the industry’s total assets, through multi-state, multi-branch systems. Operating in the same marketplace, smaller banks must stay nimble to compete, but to thrive, they must offer unique services that the bigger banks don’t, or can’t. CBB accomplishes this by a commitment to highly personalized service and flexibility. As the first FDIC-insured Community Development Financial Institution (CDFI) to be certified in California, CBB’s core values have always revolved around building solid relationships with clients, promoting economic development and local job creation. CBB prides itself on localism and playing an active role in the community. CBB’s engagement at the local level especially serves to provide financing opportunities for small businesses and nonprofits that are frequently the core of the community. The bank offers products that complement the activities of the local business economy. One example is CBB’s Bay Area Green Fund, a product that allows customers to earmark their deposits for environmentally-purposed lending. Another is the Certificate of Deposit Account Registry Service (CDARS) program, which allows CBB’s clients to deposit in excess of the Federal Deposit Insurance Corporation (FDIC) limits, yet the entire deposit qualifies for FDIC insurance coverage. Nonprofits and foundations with community investment driven missions can stay true to their investment policy requirements and keep deposits in a similarly aligned local institution by participating in CDARS. As a Small Business Administration (SBA) Preferred Lender, CBB offers local, small businesses and entrepreneurs loans that are partially backed by the federal government’s SBA loan guaranty program. SBA loans have the same processing time as non-SBA loans. CBB offers free online bill paying and reimbursement of non-bank ATM fees up to $10/month, with qualifications. Yet, with all of these services, the most important attribute is that all of CBB’s banking decisions are made locally by staff that live in, and understand the local Bay Area economy. Though CBB now has offices in Danville, San Mateo, and San Jose, it’s still headquartered in Oakland, and maintains relationships with pillars of the Oakland community, from affordable housing developer East Bay Asian Local Development Corporation (EBALDC) to cultural tastemaker Oaklandish, to co-working space Oakstop, and numerous other small and medium businesses, nonprofit organizations, churches, and individuals. It’s quite common to hear CBB customers, in mentioning the bank, tout the service ▲ The Community Bank of the Bay brain trust (left to they receive at the 180 Grand Ave. office, and how CBB staff makes a point of coming up to right): Winter Williams, vice president and community them at community events. banking officer; Wil Hobbs, senior vice president and As part of the bank’s 20th anniversary campaign, CBB is planning a series of clientchief lending officer; Vicente Lopez, vice president and relationship manager; and Kim Ramirez, vice focused videos highlighting the bank’s relationship-driven mission, events, a redesigned president and relationship manager. website, and much more to be announced. For the latest updates, visit ■

14 | OBR Oakland Business Review |


Banking & Finance

> Newly created position at Community Bank Community Bank of the Bay has announced that senior vice president and Silicon Valley regional manager Mark Roach has been promoted to chief banking officer, a newly created position. As chief banking officer, Roach will be responsible for the growth, quality and profitability of all banking activities in the Bank which includes two full service branches in Oakland and Danville, and loan production offices in San Mateo and Campbell. “Mark’s proven attention to detail, Mark Roach management experience, credit judgement and, of equal importance, his commitment to achieving our bank’s mission will help unify our efforts and enhance efficiency,” said president and chief executive officer Bill Keller. “I am convinced that in Mark’s new position he will help us achieve the consistency and results our efforts warrant – and our shareholders and clients deserve.” Roach is a graduate of Pacific Coast Banking School at the University of Washington. He has been with Community Bank of the Bay since 2013, most recently serving as the regional manager for Silicon Valley based in the San Mateo office. Before coming to work for CBB, he spent more than seven years as a senior vice president client manager in the Commercial Real Estate Bank of Bank of America/Merrill Lynch. He was also a senior vice president of Mid-Peninsula Bank / Greater Bay Bank Corp which was acquired by Wells Fargo in 2002. ■

> Turning small business tenants into buyers by Micky Randhawa

One question that may arise for many small business owners in 2016 is whether to buy the property they currently lease. If you’re one of those business owners who decides it's in your best financial interest to buy, here are a few things you should consider: Financing If you occupy at least 51 percent of the property, you may qualify for SBA financing – a great financing option Micky Randhawa available for business owners in today’s market. SBA loan programs provide long-term financing to small businesses needing to acquire major fixed assets, including leased buildings. The two main advantages of an SBA loan are: 1. You can purchase the building with as little as 10 percent down. 2. The term of the loan can be as long as 25 years. The long amortization period may make your payment much lower than your current rent payments. Some small business owners think they can’t qualify for a loan because they’re either unable to provide a down payment or have too much other debt. However, with SBA financing a business owner can make a 10 percent down payment and derive that 10 percent from a number of sources they may not have considered. For instance, money that you’ve spent on capital improvements to your leased space may count toward a down payment, as well as a family gift or a seller-carry note. It also may be possible to refinance some of your other debt into a real estate acquisition loan – further improving your cash flow. In addition, working capital for growth and expansion can be added to certain types of SBA loans.

Co-tenancy If your goal is to generate income from your property while also using the space for your business needs, think about buying more business space than you’re currently leasing and renting the unused portion to another business. Not only will the other business help you pay off the mortgage on your building – it also could draw foot traffic your way. When considering this option, it's important to keep in mind that the moment you lease space to another tenant, you become the landlord. Anything that goes wrong with the building, including plumbing, heating or water damage, becomes your responsibility to repair. Make sure you're ready for the added responsibility before you rent the space. Tax benefits Although you may write off the rent you currently pay while leasing your place of business, there are other tax benefits of property ownership. For instance, you may be able to deduct mortgage interest, depreciation and property taxes as an owner. If you're renting part of the space, landlord deductions may be available to you, as well. Check with a tax professional to determine the tax implications of owning property for your business. Potential appreciation If your business is located in a popular and growing area, it’s likely local rents will continue to increase. One way of controlling the fixed cost of your office space is to own it so you know precisely how much your payments will be for the length of the mortgage contract. If you decide to lease part of your space to another business, you may also collect those increased rent payments. Moreover, if you purchase versus lease space, your business will benefit from any appreciation in the value of the property. Building equity for retirement Equity as a property owner benefits you in two ways. As the value of the property increases and the amount of your mortgage decreases, your property gains more equity, resulting in a greater profit if you sell. This equity also gives the actual business more worth, meaning that you may be able to borrow against the equity to fund future growth. It’s important to note that the downside of counting on equity is no one can see into the future to determine what the value of your building will be in the years ahead. Ultimately, there are many factors every small business owner needs to consider when deciding whether to buy or rent a business facility. Before committing to purchasing your business property, seek the support of a financial advisor to discuss all your financing options and help you determine what makes the most sense for the success of your business. ■ Micky Randhawa is the executive vice president and Greater Bay Area region president at Wells Fargo.

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MAY 2016 | 15


Banking & Finance

> Wells Fargo helps 10,000 small businesses develop business plans Wells Fargo helped 10,000 small businesses develop a formal business plan in the first year of offering “The Business Plan Center,” a free online resource that provides a tool to help owners create and update their business plans. The Business Plan Center was introduced in 2015 as part of the company’s Wells Fargo Works for Small Business® platform, a broad initiative designed to deliver guidance and resources to help business owners achieve financial success. Since the launch, the Business Plan Center has received nearly one million visits.

According to a national survey of business owners conducted in 2015, only one in three said they had a formal, written business plan. Yet those who did have a plan were more confident and optimistic about their future. The survey also revealed that business owners with plans intended to increase hiring, capital spending and anticipated higher revenue within the next 12 months. In an effort to provide all small business owners with a convenient way to create or revise business plans, Wells Fargo launched the Business Plan Center, which features two free tools – the Business Plan Tool, a step-by-step guide to develop a written business plan, and the Competitive Intelligence Tool, which provides business owners with key insight on competitors and the market for their businesses that can be used as part of the planning process. “We know from research and working directly with business owners that business plans are the foundation for future success,” said Lisa Stevens, Wells Fargo’s head of Small Business. “Last year, we set out to encourage every business to develop a business plan. It’s rewarding to see how many business owners have outlined their paths to achieving their goals and we want to continue helping even more small businesses to put a plan in writing – every business, big or small, needs a plan.” Among the 10,000 business owners who signed up to create a business plan using Wells Fargo’s Business Plan Tool is business owner Joseph Lee. He owns an independent retail pharmacy in Houston called Health Rx Scripts LLC. “I had always put off developing a business plan until I learned it was a requirement in my industry when working with drug wholesalers,” said Lee. “With Wells Fargo’s Business Plan Tool, I received step-by-step support to create a business plan and the process was simple. Now I have a solid plan that presents my business objectives and financial projections in a professional manner when working with healthcare partners, and I know it will come in handy when seeking future financing for my business.” Wells Fargo’s Business Plan Tool enables business owners to develop and update written plans that include: • a high-level summary of the business • an overview of business history, structure and management, and current and planned products and services • a detailed marketing plan • market and competitive analyses It also allows business owners to enter financial data – such as starting balances, fixed assets and liabilities, sales forecasts and expenses. The tool will generate financial statements, such as a detailed cash flow statement, profit-and-loss statement and balance sheet. Wells Fargo also launched its “Small Business Appreciation Celebration,” running through June 30, 2016. During this time, Wells Fargo will celebrate the accomplishments of small businesses and provide business owners with special business offers on several products and services, including Wells Fargo’s Business Platinum Credit Card, Merchant Services, Business Payroll Services, Wells Fargo BusinessLoan® term loan, Equipment Express® loan, Business Lines of Credit, Business Real Estate Financing and Practice Finance. ■

16 | OBR Oakland Business Review |


Banking & Finance



for financial success

identity theft

by Agnes Ubalde

by Kristina Le

> Prepare your children

> Help avoid tax-related

Kristina Le

▲ Wells Fargo employees at When was the last time you thought “Teach Children to Save” and about money? Chances are, it was Junior Achievement Day at probably today. We pay bills and buy Allendale Elementary School groceries. We are faced with financial in Oakland. decisions constantly. And yet, the vital skills of money management, budgeting, and saving are often missing from the curriculums at our children’s schools. Few states require financial education courses for high school students, which often leaves our young people woefully unprepared when it comes to understanding finances. When 2,459 students aged 15-18 participated in a test of financial literacy standards last year, more than half scored at or below 69.9 percent, the equivalent of a D+. And yet, a Harris Poll Financial Literacy Survey found that of families who have had discussions with their children about money, more than half of those discussions were initiated by the children. This tells us two things – our children need to know more about money, and thankfully, they actually want to learn more about money. Here are four things you can begin to talk with them about now. 1. Help your child establish a savings account. The sooner your child makes saving a habit, the better, and the more likely it will become a habit that lasts into adulthood. 2. Help your child to create a budget. Budgeting is one of the key components for financial success. Whether you’re helping a 10-year-old create a budget for his $10 allowance or a 17-year-old create a budget for the weekly paycheck from her part-time job, if your child understands – and lives by – the concept of budgeting, it’s a significant step in preparing him or her for the larger budgets they will need to manage later in life. 3. Help your child understand the difference between needs and wants. It’s okay for your child to spend money on those things that are “wants.” The idea is for them to be aware of the balance between the two, so that spending on the “wants” isn’t excessive. This lesson can be particularly important to help your child understand, since it is one that many adults often struggle with as well. 4. Help your child to set financial goals. Whether it’s having enough money to buy a new gadget, the latest pair of sneakers, or even a car, helping your child establish a plan to reach that goal – and celebrating the moment they achieve it – can be one of the greatest financial lessons. On Friday, April 29, volunteers from Wells Fargo and other banks across the country visited classrooms and worked with young people as a part of “Teach Children to Save Day.” It’s an important first step towards encouraging financial education, and Financial Literacy Month is the perfect time for parents and caregivers to continue the conversation at home. Look for books on the topic of kids and money, or talk to your local banker for suggestions. You can also check out Wells Fargo’s fun, interactive and free “Hands on Banking” program. The online curriculum is easy to use and lessons are specifically tailored by age-group. (There are lessons for adults as well.) The “Wells Fargo children’s financial success resource center” also offers important information, as well as access to products and services that can support your financial goals.. ■

Agnes Ubalde is community development officer at Wells Fargo.

Tax-related identify theft involves someone using a stolen Social Security number to file a tax return and claim a fraudulent refund. This is a small but growing occurrence, and if it happens to you, it can have a major impact on your financial life and delay payment of a tax refund on which you may have been depending. How do you know if someone has obtained and is using your Social Security number in a taxrelated identify theft? Here are

some warning signs: • The IRS or your tax professional notifies you that more than one tax return has been filed for you based on your Social Security number. • The IRS or your tax professional indicates that you owe additional tax, have a refund offset, or have had collection actions taken against you for a year you did not file a tax return. • The IRS notifies you that you received more wages than you have indicated on your return and the wages are from an unknown employer. (Someone may have used your Social Security number to obtain a job, and those wages are now reported on your number.) • Your state or federal benefits are reduced or cancelled because the paying agency received information reporting an income change. In the past, some unscrupulous tax preparers have directed client tax refunds into the tax preparer’s account. To help avoid this situation, beginning in 2015, the IRS will limit the number of direct deposit refunds to any one financial account or prepaid debit card to three. For any subsequent valid refunds, the IRS will prepare a paper check and postal mail it to the taxpayer. This provision may affect larger families where parents and, perhaps, minor children would like to direct tax refunds into the same financial account, so plan accordingly. What to do about tax-related identity theft If you suspect your personal information has been used fraudulently, take these steps as quickly as possible: • File a report with your local police department. • File a complaint with the Federal Trade Commission at Or call the FTC Identity Theft hotline at (877) 438-4338, TTY: (866) 653-4261. • Contact one or all three of the major credit bureaus to place a fraud alert on your account: > Equifax: (800) 525-6285 > Experian: (888) 397-374 > TransUnion: (800) 680-7289 • Close any accounts you know have been tampered with, accessed, or opened fraudulently. Further, if your Social Security number has been compromised and/or you suspect you may be a victim of tax-related identity theft, take these additional steps: • Respond immediately to any IRS notice you receive; typically there will be a number provided on the notice, which you should call as soon as possible. • Complete IRS Form 14039, Identity Theft Affidavit. Use the fillable form available on and mail or fax it to either the address or number provided in the instructions. • Pay any taxes you owe and file your tax return. You may need to file your income tax return by paper rather than electronically. If you previously contacted the IRS but still have no resolution, contact the Identity Protection Specialized Unit at (800) 908-4490. Kristina Le is the East Bay President at Wells Fargo.

MAY 2016 | 17

> Employers top five questions about private exchanges by Jeanette Mone

As employers begin to prepare for a new benefits enrollment season, the topic of private exchanges may arise. While these platforms are no longer new, they are certainly still in their infancy, and have not seen the adoption rate that many predicted.

One reason for the low implementation rate may be the many questions that remain unanswered. Here are the top five questions employers are asking: 1. Will a private exchange directly control my healthcare costs, and/or bend our healthcare trend? The answer is no. Private exchanges are a platform to deliver benefits, but are not a direct cost control mechanism. In addition, cost sharing does not change medical trends, even if it does reduce costs. With an exchange, employers are still at risk for excise taxes unless a more fundamental change is made. Moving to a defined contribution arrangement has piqued many an employer’s interest, but it does not stem the growth of the total cost of health care. 2. Will a private exchange help me attract and retain the key talent I need? It depends on how rich your benefit plan design is compared to the plans offered through an exchange. Is the plan appropriate for the majority of your current workforce and prospective employees? Do you consider the ages and salaries of your entire workforce when developing your benefit design? Do you provide multiple plan choices? Have your employees asked for enhancements that you haven’t been Jeanette Mone able to provide? 3. Will I be able to deliver a competitive benefits package without a private exchange? Without question, the answer is yes. The benefit package you offer is based on your company’s philosophy and culture. An exchange can certainly streamline some aspects of managing the plan, but the specific benefits offered are your decision. 4. Will the technology and cost of a private exchange bring value to our organization? For many employers, the technology of a private exchange is no more sophisticated than their current benefits administration platform. It is important to understand the capabilities and limitations of the exchange, as well as who the owner is and how much accessing the exchange will cost. As some exchange owners merge to aggregate market share, objectivity may be limited. 5. Does exchange technology provide a solution to the ACA reporting requirements? Many exchange solutions will have technology built in; others may partner with a third party to address the reporting requirements. Employers should look at each specific exchange to learn about its available features. ■ Jeanette Mone is a leader in the Bay Area’s Employee Benefits Department for Wells Fargo Insurance Services USA, Inc. She can be reached at (925) 407-7338 or

> Family-friendly fun at Jack London Square The Port of Oakland and its Master Lessee, CIM Group, have released a schedule of free special events for the public at Jack London Square. Beginning in May, the outdoor activities are designed to be family-friendly and include a car show, bicycle fest, dancing lessons, and movies on the lawn. Jack London Square is a premier dining and entertainment spot along the East Bay shoreline. A recent addition to events at Jack London Square is music every Tuesday evening in May provided by students from the Oakland

18 | OBR Oakland Business Review |

School for the Arts (OSA). The students range in age from 10-17 years old. May performances include a jazz guitar ensemble, a piano duet, a wind quintet and a string ensemble. Some of the returning favorites to Jack London Square include Cartopia which is coming May 7 with a roll-out of dozens of classic, exotic, old school, new school and muscle cars and trucks. Jack of All Trades is May 14 and assembles a mix of local artisans, antique dealers and more. Jack’s Night Market will be on May 20. Then on July 4 family fun returns this year with activities and entertainment for adults and children. Pedalfest is the quintessential bike festival on July 23. This June Jack London Square transforms into an outdoor movie theater every other Thursday evening and a huge dance lesson and party on Friday nights. Dancing under the Stars kicks off June 3 and Waterfront Flicks starts June 9. The Port of Oakland and CIM group host more than 55 free public events a year at Jack London Square. Visit www.jacklondon to see all of the activities offered. ■



> Chamber continues to lead in the convening of Public Policy, Economic Development programming Make plans to attend these informative, educational programs presented by the Oakland Metropolitan Chamber of Commerce. To register, or for more information on any of the following, visit or contact Shaterica Sullivan at ssullivan@oakland or at (510) 874-4800, ext. 0.

> ECONOMIC DEVELOPMENT FORUM Wednesday, May 11, 3-4:30 p.m., Chamber offices Free for members, $15 for non-members Features a panel discussion of “Last Mile” Transportation Solutions, with representatives from Lyft, AC Transit, City of Oakland Bike Share, and others. ■



Thursday, June 23, 11:30 a.m. - 1:30 p.m., Features the theme "Education is Everyone's Business." Oakland is a national leader in creating innovative school-to-work pathways, which is in large part due to the commitment of local businesses to create good local jobs for area residents. The Annual Meeting will also feature a presentation of awards to a number of local companies and individuals who have excelled during the past year, and members are encouraged to nominate businesses and businesspeople who are worthy. Awards will be presented in the areas of Oakland on the Map, Deep Roots, Community Catalyst, Tech Oakland, Heart of Oakland and Leadership Oakland Alumnae. In addition, Christopher Thornberg of Beacon Economics will present an update to the Oakland Chamber District Economic Indicators Report, an annual district-by-district, in-depth analysis of Oakland's economy. ■


INSIDE OAKLAND BREAKFAST FORUM Friday, May 27, 8:30-10 a.m., Chamber offices Free for members, $15 for non-members Features guest speaker Oakland City Auditor Brenda Roberts, who is responsible for protecting Oakland taxpayers from waste, fraud and mismanagement by ensuring responsible, transparent financial practices. Roberts was sworn in on Jan. 5, 2015. She has two decades of professional experience as a Certified Brenda Roberts Public Accountant, Certified Internal Auditor and Certified Fraud Examiner working with national firms KPMG and Deloitte. ■

> BATTLE OF THE BAY – OAKLAND A’S vs SAN FRANCISCO GIANTS Wednesday, June 29, first pitch at 7:05 p.m., Coliseum $55 for members, $65 for non-members The Chamber has reserved seats on the field level just past first base down the right field line at Coliseum for the game between the A’s and Giants. Ticket prices are guaranteed, even as regular ticket prices will increase for this great rivalry. ■

> EAST BAY WOMEN IN BUSINESS ROUNDTABLE Friday, June 3, 11:15 a.m.-1:30 p.m., Waterfront Hotel, Jack London Square $40 for members, $50 for non-members Features a hospitality panel.

MAY 2016 | 19


Small Business



Banking locally

Commission upholds approval of hotel project

> Sustainability =

> Oakland Planning

by Winter Williams The word “sustainability” can be linked to a lot of activities these days – whether it’s reusing or recycling materials, supporting small businesses, or buying locally-made products. Needless to say, there are a lot of other ways to build a more sustainable community, but have you thought about how banking locally can make your community more economically sustainable? There’s a symbiotic relationship that community banks have with their communities – they take in local deposits and recycle them into the local economic ecosystem by providing loans to local businesses and nonprofits that in turn employ and serve the community. Currently in the United States there are approximately 7,000 community banks with more than 50,000 locations. These community banks, many of which are still locally owned and operated, constitute 96.8 percent of all banks with assets that range from less than $10 million to $10 billion or more. And the community banks with less than $10 billion in assets are providing nearly 60 percent of all small business loans under $1 million. You read that right – small community banks are providing a disproportionate amount of the financing to small businesses! ▼ According to Please take a moment to expand Winter Williams your understanding of what it means to (left) of Community be sustainable, and how moving your Bank of the Bay, deposits to a community bank will help community local businesses and nonprofits that banks take in might not otherwise get support from local deposits larger financial institutions. Then, when and recycle them into the you’re ready to take the next step, search local economic for a community bank near you at ecosystem. ■

Winter Williams is an Oakland resident and UC Berkeley graduate with almost 20 years of business lending and banking experience that includes loan documentation and underwriting, financial literacy and small business lending training, retail branch management, regulatory compliance and business development. Her current responsibilities are program manager of the Bay Area Green Fund at Community Bank of the Bay, which includes assisting small businesses and nonprofits with their banking and financing needs, leading financial knowledge initiatives with CBB’s community partners, and supporting CBB team members with marketing, communications and compliance projects.

20 | OBR Oakland Business Review |

The Oakland Planning Commission has upheld the decision by Oakland Planning Director Rachel Flynn and her staff to approve construction of a Hampton Inn in downtown Oakland on a site owned by the Patel Family/Ridgemont Hospitality at 11th and Franklin streets. The hotel, when completed, will provide nearly $1 million in general tax revenue to the city, along with 25 permanent jobs and hundreds of construction jobs. The project’s approval was upheld at the Commission’s May 4 meeting and the decision is final and non-appealable. Dhruv Patel, chief operating officer of Ridgemont Hospitality, pointed to the rising demand and increased tourism as the key elements that make the project attractive. Patel said, “We are grateful that the Planning Commission validated our project and to the generations of employees who have helped us serve our customers and grow our hotel business. We hope to break ground and complete the project as quickly as we can. The business and leisure travel market in Oakland is booming and we want to help fill the needs for rooms and jobs in this community.” The Patels, who have run a hospitality business for nearly 40 years in the East Bay, have seen the market grow and contract. However, success in the hotel market is cyclical and holds far greater risk than other commercial development. Dhruv Patel added, "Timing is extremely important in all classes of real estate but particularly hotels. Hotels can take years to ramp up and stabilize depending on cycle timing and have tremendous operating costs compared to other product types. We are thankful to receive this approval and hope to open to the public in 2018." The approved hotel is located in the Lake Merritt Station District General Commercial Zone. It sits nearby Broadway, downtown Oakland’s central artery, and the City Center and Lake Merritt BART stations. ■


Small Business


> Kiva – Bringing crowdfunded loans to small businesses Bay Area-based is partnering with the City of Oakland to bring 0 percent interest crowdfunded loans to hundreds of small business owners across the city. These businesses are socially impactful and create local jobs, but they are often financially excluded from mainstream lending options. The Oakland Chamber of Commerce showed its support by hosting several workshops in the weeks leading up to the launch of Kiva Oakland to educate potential borrowers about the Kiva process. “This initiative is a virtuous circle of opportunity for Oakland where the return on investment is measured more by character than credit scores,” said Mayor Libby Schaaf. “We’re giving residents a critical way to directly support the small businesses that are the backbone and creative engine of our local economy, and in turn Oakland entrepreneurs get access to the capital that they need to grow.” To help small businesses in Oakland thrive, visit to browse through inspiring business owner’s profiles and choose one you connect with. Lend $25 or more towards a borrower’s full loan request – ▲ Halmoni is a vintage boutique and brand that promotes body positivity and self-love for plus-sized women. The owner, Natasha, once it reaches 100 percent it’s successfully crowdfunded. When lenders holds regular monthly events and actively builds space where are paid back, they can re-lend that same money to another person at neighbors can feel safe to come to the shop to talk and share stories. or withdraw their money and put it back in their pocket. Her $3k Kiva loan was funded by 41 people around the world. The City of Oakland, OBDC Small Business Finance, Capital One and the Miller Family Foundation are matching every dollar that individuals lend to an Oakland borrower, up to $225,000. Small businesses are crucial to Oakland’s economy. About 90 percent of Oakland businesses employ 20 or fewer employees, according to Oakland’s Department of Economic & Workforce Development, which operates the city’s Business Assistance Center. Nationally, small businesses create twothirds of all new jobs, according to the Small Business Administration. “Oakland’s small businesses are the heart of this city. They bring color and vibrancy to the neighborhoods, create quality jobs, and enrich the cultural fabric of this city,” said Premal Shah, president of Kiva. “They have the passion and the plan, but often they lack just a small amount of capital to start or expand. Through Kiva Oakland, we can all be a part of their success.” Kiva Oakland is unique because crowdfunding fills a critical lending gap faced by entrepreneurs whose businesses are too young, too small or too innovative to receive traditional small business loans. ▲ Mamacitas Cafe is an Oakland-grown initiative that hires and Traditional lenders reject 80 percent of small business loan trains young women ages 16-24 to run a cafe. Mamacitas Cafe was applications and Hispanics and African American entrepreneurs are denied founded by Shana Lancaster and Renee Geesler who believe strongly small business loans up to three times more often than their Caucasian in cultivating opportunities that bring economic possibilities to counterparts. Oakland’s young people. Their $10k Kiva loan was funded by 142 Through Kiva, a borrower’s credit-worthiness is based on their people around the world. network, not their FICO score. This social underwriting model is based on their ability to recruit friends and family to fund a small portion of their loan, demonstrating that they’ve earned trust among the people that know them best. Kiva Oakland is a partnership between the City of Oakland and nearly three dozen nonprofits throughout the city. Kiva Oakland is supported by grants and matching funds from the San Francisco Foundation,, PG&E, Capital One, OBDC, Akonadi Foundation, Wells Fargo, the California Endowment, the Miller Family Foundation and the Walter and Elise Haas Fund. ■

MAY 2016 | 21


Small Business


> Oakland family-owned businesses honored

Chamber of Commerce members that are long-time family-owned businesses in Oakland were honored earlier this week at a reception at City Hall as part of Small Business Week. Chamber President Barbara Leslie acted as Mistress of Ceremonies for the affair, with Mayor Schaaf and Mark Quinn (District Director of the Small Business Administration) honoring the recipients and discussing the importance of small business in the Oakland economy. The Chamber members are: McGuire & Hester (90 years) – A Chamber member since 1941 (75 years), McGuire & Hester made the transition from a family-owned construction business to a 100 percent employee-owned company to provide its employees the opportunity to benefit from the company’s continued growth and success. The firm has built and maintained its reputation as a service and client-owned company meeting the changing and growing needs of the expanding market. Today the company offers a range of civil engineering and full construction services for public and private clients. Company President Michael Hester currently sits on the Chamber’s Board of Directors. Dreisbach Enterprises (63 years) – A Chamber member for 47 years, Dreisbach is a Third Party Logistics provider. Its core business is Refrigerated Warehousing and associated services, which include conventional public cold storage, order pick distribution, import/export, drayage, blast freezing, IQF processing and local and interstate trucking. This summer the company will break ground for the development and operation of a new 370,000-square-foot Cool Port Logistics on 23 acres for the Port of Oakland. The facility will be able to receive 36 refrigerated box cars of beef, pork, poultry and other perishables for the interior of the U.S. The Oakland offices on E. 11th Street are run by Marianne Dreisbach. Other long-time Oakland family-owned companies honored included Marcus Books (56 years), Vien Huong Restaurant (33 years) and Otaez Mexicatessen (30 years). ■

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▲ In recent years, McGuire & Hester has worked on several of Northern California’s most recognized landmarks and infrastructure projects, including Oakland’s 12th Street Reconstruction Project. The location received a facelift with improved traffic lanes, a treelined boulevard with signalized intersections and crosswalks, and a landscaped median.

All events held at Chamber offices, 475 14th Street, unless otherwise noted. Call 874-4800 to confirm dates and times. Meetings are open to all Chamber members.

Economic Development Forum “Last Mile” Transportation Solutions

| May 11

After Five Reception

Inside Oakland Forum


Drake’s Dealership Hosted by DZH Phillips | May 19

City Auditor Brenda Roberts | May 27

Hospitality Panel | June 3

Keeping you connected and informed

> MAY 11 | Economic Development Forum | 3 - 4:30 p.m. E X ECUTI V E COM MI T TEE


Chair of the Board MARK EVERTON Waterfront Hotel



VICTORIA JONES The Clorox Company

GREG CHAN East Bay Municipal Utility District

PAMELA KERSHAW Port of Oakland

DAN COHEN Full Court Press BENJAMIN HARRISON Colliers International HILARY PEARSON Sungevity JACKIE LYNN RAY Schnitzer Steel Industries ZACK WASSERMAN Ex Officio Corporate Counsel Wendel, Rosen, Black & Dean LLP


MICHAEL LEBLANC PICÁN Restaurant KEN LOWNEY Lowney Architecture ROBERT LUCCHESE Bank of America

featuring a discussion of “Last Mile” Transportation Solutions, with representatives from Lyft, AC Transit, City of Oakland Bike Share, and others, free for Chamber members, $15 for non-members

13 | Oakland Chamber Young Professionals


24 | Inside Oakland Breakfast Forum

13 | Economic Development Forum

| 8:30-10 a.m. free for Chamber members, $15 for non-members

| 3 - 4:30 p.m.

29 | “Battle of the Bay,” Oakland A’s vs. San Francisco Giants

free for Chamber members, $15 for non-members

| first pitch at 7:05 p.m. Coliseum, reserved seats on field level past first base, $55 per person for Chamber members, $65 per person for non-members

@OaklandChamber #OaklandChamber #TheOaklandAdvantage

| 5:30 - 7:30 p.m. Planning meeting and happy hour, The Libertine, 3332 Grand Ave.

19 | After Five Reception | 5:30 - 7:30 p.m.

KEN MAXEY Comcast ED MCFARLAN JRDV Urban International SAM NASSIF Creative Hospitality Corporation CHUCK PROSPER Sutter Health East Bay MICKY RANDHAWA Wells Fargo JENNIFER SCANLON Kaiser Permanente DENNIS SCHRAG UCSF Benioff Children’s Hospital Oakland DAVID STEIN Donahue Fitzgerald LLP

hosted by DZH Phillips, one of the largest regionally based accounting and consulting firms in the Bay Area, and located at Drake’s Dealership, a popular restaurant and beer garden at 2325 Broadway, free for Chamber members, $15 for non-members

| 8:30-10 a.m. featuring guest speaker Oakland City Auditor Brenda Roberts, who is responsible for protecting Oakland’s taxpayers from waste, fraud and mismanagement by ensuring responsible, transparent financial practices; free for Chamber members, $15 for non-members



The purpose of the Oakland Metropolitan Chamber of Commerce is to promote commerce and industry, to advance economic growth and to enhance the quality of life in the city of Oakland.

OBR OAKLAND BUSINESS REVIEW (ISSN 1092-7220) is published monthly at $100.00 a year by the Oakland Metropolitan Chamber of Commerce, 475 14th Street, Oakland, CA 94612-1903. Membership dues include subscription. Periodicals postage at Oakland, CA. Contents can’t be reproduced without permission. POSTMASTER: Send address changes to OAKLAND BUSINESS REVIEW, 475 14th Street, Oakland, CA 94612.

hosted by DZH Phillips, one of the largest regionally based accounting and consulting firms in the Bay Area, and located at Drake’s Dealership, a popular restaurant and beer garden

Roundtable Luncheon | 11:15 a..m. - 1:30 p.m.

ELÑORA TENA WEBB, PH.D. Peralta Community College District


After Five

27 | Inside Oakland Breakfast Forum

3 | Women in Business Bj WASHINGTON J.P. Morgan Chase

Thursday May

featuring a hospitality panel, Waterfront Hotel in Jack London Square, $40 for Chamber members, $50 for non-members

8 | Economic Development Forum

2325 Broadway Free for Chamber members. $15 non-members. 5:30 - 7:30 p.m.

| 3 - 4:30 p.m. free for Chamber members, $15 for non-members

15 | Business Referral Network Launch | noon - 1:30 p.m. Exchange leads, learn skills and business tools, and make lasting relationships


HANK MASLER, (510) 874-4808 |

Design/Production Editor

CARTER DESIGNS The articles published in this publication do not necessarily reflect the policies or opinions of the Oakland Metropolitan Chamber of Commerce.

23 | Chamber’s 111th Annual Meeting and Awards luncheon | registration 11:30 a.m. | luncheon and program noon - 1:30 p.m.

MAY 2016 | 23

24 | OBR Oakland Business Review |

May Oakland Business Review (OBR)  

The award-winning publication of the Oakland Chamber of Commerce.

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