b2bTRIBE LIVE 2016 program

Connect Collaborate Cultivate

Thursday, July 21, 2016 Extravaganza Depot

At Interact, we will teach you to be a great presenter, but that’s the easy part.

We are after much more.

We want to help you find your voice and grow your influence.

Interact Studio, 210

1435 West Morehead Street Charlotte, NC 28208 704.374.0423 www.interactauthentically.com For more information, contact julie@interactauthentically.com or visit www.interactauthentically.com

Agenda

11:00 a.m. - - Register and visit sponsors

11:15 a.m. - - Call to order and video intro Frank Schwartz

Welcome - - Fabi Preslar Celebration of - - Charlotte Mayor small business Jennifer Roberts How to b2bTRIBE LIVE - - Fabi Preslar Collaborate - - Round-table session #1 Collaborate - - Round-table session #2 and lunch served

Collaborate - - Round-table session #3 WIN - - Announcements, prizes, and how to b2bBOOGIE Fabi Preslar

Connect - - b2bBOOGIE

2:00 p.m. - - Adjourn and go cultivate!

Social Media

Join the conversation on social media #b2bTRIBElive Tag b2bTRIBE for a follow back!

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Welcome

to the second annual b2bTRIBE® LIVE mini‑conference! b2bTRIBE magazine celebrates the voices and real-world experience of entrepreneurs and small business owners in the Charlotte area.

Mission in Full Force

b2bTRIBE’s mission: provide a platform that helps diverse and engaged Charlotte‑area small business owners and entrepreneurs connect with each other, collaborate with potential partners, and cultivate opportunities as allies, vendors, and support. Many of you have shared great stories of reconnections, connections, and Fabi Preslar new deals made through the magazine and our events. Please keep sharing those stories with me by sending them to Publisher@b2bTRIBE.com. Let me know if we can share your story, and you may see the happy collaboration shared via social media in the near future.

Who Are You?

As this wonderful tribe of business owners grows, we need to know who you are and what you sell, offer, and produce. What are some of the topics in which you’re an expert? You—Charlotte-area small business owners and entrepreneurs—supply over 70 percent of the magazine’s content. And much of that content is by invitation only.

Complete your profile, so we know the best way to fit you into the magazine. Look for the “complete your profile” link at the bottom of the most recent email from us.

Give Our Sponsors Some Love

You receive the magazine and have opportunities to contribute content at no cost to you. This can only happen through financial support from businesses who support our mission, celebrate small businesses, and want you to know about valuable services to help you do what you do more easily, more professionally, and often, even better. Please support the magazine advertisers and the sponsors of this event and program. They are asking for your business!

Win Even More

You’ll receive a survey immediately after the event today.

Please take time to fill it out. We’ll do a follow-up about your connections a little later on as well. Your survey responses will make you eligible for awesome prize drawings!

Wishing you a fabulous day of connecting, collaborating, and cultivating!

Fabi Preslar, President, SPARK Publications Publisher, b2bTRIBE

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Thank you Sponsors Fabi Preslar

Debbie Peterson

Cheale Villa

Pete Fernald

Rochelle Togo-Figa

Dena Bruton-Claus

SCORE team

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93 % of online

experiences begin with a search engine. *Statistic by Forrester Research

How easily is your business being found online?

Find out with our Free SEO Audit! www.knowmad.com/free-seo-audit

Pay Per Click

Content Marketing

Marketing Automation

Inbound Marketing

Search Engine Optimization

Website Design

Strategy lS ol uti on sl Su cc ess

Š 2016 Knowmad Digital Marketing. All Rights Reserved.

Plan Ahead Events is a proud sponsor of b2bTRIBE LIVE! Determining the right STRATEGY for each organization is crucial for the foundation of a successful meeting or event.

From there a detailed action plan is conceptualized to deliver the proper SOLUTIONS for your meeting or event needs.

Our competitive edge comes from recognizing and understanding the end goal and executing a fully developed game plan for SUCCESS.

southcharlotte@planaheadevents.com www.planaheadevents.com/southcharlotte

Win More

Fill out the b2bTRIBE survey immediately after today’s b2bTRIBE LIVE mini-conference.

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Table Captains

Atlantic Database - - Pete Fernald Brisbane Academy - - Geraldine Crooks Preparatory School

Employee Benefit - - Suzy Johnson Advisors of the Carolinas Ethos Business Advisors - - Doug Grant

Howard & Howard - - Pamela Howard HRS&S Consulting, LLC - - April Simpkins

LEC Media - - Frank Schwartz Corporate Information - - Lawrence Cruciana Technologies Knowmad - - William McKee Moyer, Smith & Roller, P.A. -- Dennis Toler

Plan Ahead Events - - Dena Bruton-Claus

Premier Resources - - Angela Key

RTF Coaching - - Rochelle Togo-Figa

SPARK Publications - - Fabi Preslar

Visual Caffeine - - Cheale Villa

Standby Table Captain BeeSmart Social Media - - Julie Bee

Your Financial GPS Getting Married?

Retiring?

An experienced Money Counts counselor serves as your Having a guide on the road to Baby? your financial goals.

When you work with Money Counts, you’ll know how to navigate Changing forks in the road, Jobs? and you’ll avoid those troublesome potholes.

Buying a House?

Debbie Peterson Financial Advisor deb@moneycounts.biz Specializing in Personal Cash Flow Management and Retirement Income Planning

Contact us today to get started.

704.315.5623

www.moneycounts.biz

Money Counts, Inc. is an independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor.

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Want to know the truth?

TRUTH 1 VIDEO is the most powerful communication tool on the planet.

TRUTH 3 84% of companies (all sizes) report lacking clarity in their VIDEO strategy.

TRUTH 2 70% of marketers report VIDEO converts better than any other medium.

TRUTH 4 You can fix this.

LECMEDIA Go to www.lecmedia.com to get started!

Full-Service Professional IT Support for Small Businesses Detection, Deterrence, Defense against Today’s IT Threats www.corp-infotech.com @corpinfotech

Let us show you how good I.T. can be

TM

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Are you an

Octopus?

Stop the

Juggling we exist to help small businesses create & Manage strong brands that make competition an illusion.

designing authentic

Brand Experiences online & offline

BRAND + DESIGN

visualcaffeine.com

| 704.837.2333

Enjoyyour special

celebration in an inviting

Southern Garden

any time of year, rain or shine!

Southern Garden Events, a division of Southern Gourmet, is a 2,500-square-foot indoor atrium with lush greenery, garden fountains, and chirping finches. Whether your event is casual or formal, give it some Southern charm at Southern Garden Events. We can cater in your venue or garden as well!

9101 Monroe Rd., Suites 110 & 120, Charlotte, NC 28270 thesoutherngourmet.net | 704.849.7646 | southerngourmet@windstream.net

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STOP LOSING BUSINESS! Automating your sales process is easier and more affordable than you think.

FREE SCHED

ULE YO

UR

ASSE SM N 866.6S T 93.2E 822

ARE YOU LOSING BUSINESS DUE TO YOUR PROCESS? HOW WOULD YOU KNOW? Leak-proof your sales and marketing processes so that business doesn’t fall through the cracks! Focus on prospects that are ready, willing and able to do business instead of drowning in cold calling and wondering, “Where is my new business going to come from?”

Atlantic Database creates a specialized solution for each and every client. No matter the size or industry, we help businesses succeed to the top of their game.

Find out how you can increase your sales closure rate by 20% in just six months!

Ph: 866-693-2822 • success@atlanticdatabase.com

www.atlanticdatabase.com

Empower Your Life Through Art

Jerald Melberg, Small Business Owner In Charlotte For Over 32 years

625 South Sharon Amity Road Charlotte, NC 28211 704.365.3000 Mon-Fri 10-6, Sat 10-4 gallery@jeraldmelberg.com www.jeraldmelberg.com

Ride Rose for safety, comfort, and peace of mind.

From individuals to entire teams, our executive towncars, vans, mini coaches, and full-size motor coaches are ready to transport you to and from the airport, corporate retreats and seminars, or wherever else business takes you.

on your first ride!

Rose Chauffeured Transportation Direct: 704.522.8258 Toll-free: 800.377.6912 www.riderose.com 12

OUR BUSINESS CUSTOMERS KNOW,

CHOOSING THE RIGHT PARTNER MAKES ALL THE DIFFERENCE.

Time Warner Cable Business Class is proud that our solutions have helped contribute to the success of SPARK Publications and other local businesses. We look forward to our continued partnerships and building new relationships to help more entrepreneurs share in that same success.

Collaborate with 99.9% reliable Internet service on our secure, fiber-rich network, plus a FREE modem Connect with Business Phone service and more than 25 advanced features and virtual office tools Cultivate new and repeat business with a FREE TWC WiFi® Hotspot

Get Internet and Phone bundles with speeds of up to

Mbps

where available.

+ FREE TWC WiFi® Hotspot

+ FREE Modem

CALL TODAY TO SWITCH and find the right solution to fit your business!

866.444.6346 | business.twc.com Network reliability is calculated as the number of minutes the TWC premises equipment is online divided by the total number of minutes in the month minus the total number of minutes that were part of planned maintenance activities. All offers and services not available in all areas. Actual speeds may vary. Some restrictions may apply. Subject to change without notice. All trademarks are the property of their respective owners. Time Warner Cable Business Class and TWC WiFi are trademarks of Time Warner Inc., used under license. ©2016 Time Warner Cable Enterprises LLC. All Rights Reserved.

Free Small Business Advice SCORE can help you in many ways: Free Face-to-Face Mentoring Ask a Question Online Business Tools & Templates Local & Online Workshops

6302 Fairview Road, Suite 300 | Charlotte, NC 28210

704-344-6576 www.charlotte.score.org

Certified Public Accountants Celebrating 25 years of serving small business owners in the greater Charlotte & Monroe region

Services

• Audit and accounting • Income taxes • Consulting

Call for a professional consultation at no charge Charlotte 704.566.0222 Monroe 704.283.7748

msr-cpa.com

Reconnect with yourJOY

JOY Connector GERI CROOKS, Certified Transformational Coach 704.622.6469 • myjoycoach.net

Call for your complimentary 20 minute coaching session

For small business owners we simplify the process of choosing and managing employee benefits programs.

We do the work to make sure the client has the best value available.We also simplify employee onboarding and benefit administration through our technology platform that eliminates paperwork for HR.

EMPLOYEE BENEFIT ADVISORS OF THE CAROLINAS, LLC Suzy Johnson • eb-advisors.com 15

STORYTELLERS FOR THE DIGITAL WORLD℠

YOUR TURNKEY SOLUTION

PRE-PRODUCTION PRODUCTION

POST-PRODUCTION GREEN SCREEN STUDIO RENTAL

FULLSCALEPRO . COM “EPC helps employers make smart employment decisions resulting in a more productive workforce.”

—LYNN LEARY

• Staffing and Recruiting • Background Checks • Drug Screens • Human Resources Consulting epcounsel.com • 980.207.1137

Employment

Practices Councel, Inc.

Predictable Leads SystemTM Freedom from unpredictable costs and poor quality leads

• Keyword Exclusivity • Predictable Cost • Worry Free Lead Generation

704.706.7918 GoBeyondSEO.com Guarantee: If your leads don’t double in 90 days, it’s free.

David Townsend 704.815.7050 Partner dtownsend@asicllc.com asicllc.com

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• Voice Over IP (VOIP) Solution • Managed IT Services • Disaster Recovery/ Business Continuity • Structured Cabling

“We work with small businesses and corporate leaders to deepen their capacity to access the full potential of human brilliance in their organizations.”

- BRUCE W. FRITCH

Executive & board planning

Organizational culture change Strategic planning, deployment & leadership development

RITCH

fritchconsulting.com

|

704.577.2321

Speaking is one of the fastest ways to grow your business.

“I make life easier for the small business owner by teaching them how to speak with confidence and ease to any size group.”

— Rochelle Togo-Figa

RTF Coaching salesbreakthroughs.com

|

980.207.0434

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Table Topics & Captains

Learn and discuss the

3Tips

Top

from each of our experts.

Keep track of your valuable prospects and connections.

50 percent of sales people do not follow-up.

■■ Half of small businesses do not have a sales tracking system.

■■ Increase your sales by at least 20 percent with the right metrics!

■■

Pete Fernald

Atlantic Database

Pete has over 30 years of experience in sales, marketing and technology automation

Build an exceptional team while staying compliant.

Compliance isn’t a dirty word when it’s combined with strategy.

■■ Building an exceptional team requires you to be an exceptional employer.

■■ The hunt is on for top talent. You can maintain compliance while being innovative in how you attract and retain the best employees.

■■

April Simpkins, PHR, SHRM-CP

HRS&S Consulting

April has consulted more than 300 small businesses in the past 15 years

Identify, attract, and hire your most significant asset—your employees.

Align your search with immediate needs and objectives.

■■ Create consistent evaluations.

■■ Use consultants to expand your options.

■■

Premier Resources

Angela Key

Angela has more than 20 years of staffing consulting

Follow these steps to become massively productive.

Plan your time (the 15-minute miracle).

Nurture a sense of urgency.

■■ Focus with intentionality.

■■ ■■

Ethos Business Advisors

Doug Grant Doug has 23 years of experience in international business, is a founding partner of the John Maxwell Team, and has been a business and leadership coach since 2010

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Attract and grow a more talented team.

Group health insurance as a win-win.

Long-term outlook with 401(k) plans and matching.

■■ Expecting the best but planning for the worst with group life and disability insurance.

■■ ■■

Suzy Johnson

Employee Benefit Advisors of the Carolinas

Certified Employee Benefit Specialist (CEBS) with 34 years of experience helping employers create, implement, and communicate employee benefit plans

Increase your online lead generation.

Align your website with your customers’ buying processes.

■■ Be visible to your online buyers.

■■ Build upon your partnerships ■■

Knowmad

Helping businesses optimize their web presence since 2001

William McKee

Create joy in your business day.

Experience delight in the “dance.”

Let go and feel lighter.

■■ Be a JOY TEAS. ■■ ■■

JOY Connector

Over 15 years of assisting others in reconnecting to their inner JOY

Geraldine Brisbane Crooks

Increase your profitability.

Understand how your business makes money.

■■ Improve efficiency and effectiveness in your processes.

■■ Plan to be profitable. (It doesn’t happen with magic beans.)

■■

Dennis Toler Over 35 years of certified public accountant experience as a controller, chief financial officer, and auditor

Moyer Smith & Roller, P.A.

Get your prospective client to know and trust you faster.

Meet people where they are and GET EMOTIONAL. ■■ Be a TRUTH teller, NOT a STORY teller.

■■ Ask better questions, get better answers.

■■

LEC Media

Frank Schwartz

Frank’s company has been helping companies solve business challenges since 2007 using the most powerful communications tool on the planet, video

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Overcome your fear of public speaking.

To “s co pe m an co ow th a

Get to the source of your fear.

Shift your mindset.

■■ Visualize success.

■■ ■■

RTF Coaching

Rochelle Togo-Figa

Rochelle has more than 20 years teaching business owners how to speak with confidence and ease in order to attract more clients and increase their income

of w pa va of tim m It fe

Compel engagement with clients and prospects through experiential (event) marketing.

Marketing is an action word that demands participation from both business owner and potential client.

■■ Experiential marketing builds relationships, thus extending the marketing cycle.

■■ Event marketing produces the best ROI of any marketing component.

Rochelle Togo-Figa Breakthrough Boomer

■■

salesbreakthroughs.com

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b2bTRIBE.com

b2bTRIBE v4-2.indd 40

Dena Bruton-Claus, EdM

Plan Ahead Events

Dena has 25 years of experience designing and executing purposeful, results-driven events

Add fun to your brand and grow your business.

Give before you receive on social media.

■■ Show your face in marketing.

■■ Create an infographic.

■■

Cheale Villa Cheale has 20 of years of experience helping clients with creative projects

Visual Caffeine

Implement effective information security controls.

■■

■■

■■

Make your networked business systems less attractive to a hacker.

Spot information security risks and threats.

What should you do if you are hacked?

It’s better to know now rather than after an event!

Lawrence Cruciana

Corporate Information Technologies

Lawrence has more than 20 years of experience securing small and midsize businesses; active participant in InfoSec Incident Response activities; experienced in implementing and navigating complex security regulations, including PCI, ITAR, HITECH, SOX, and CSC

Plan and cater a fantastic event.

Budgeting for your event.

Choosing a venue.

■■ Feeding a crowd.

■■ ■■

Howard & Howard

Pamela has provided event services and catering to small businesses since 2003

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a w pr Th sk sh Co as st pe sp de de th bu

Pamela Howard

pi pr ye pr Id ha of he fle an sh

Publish your book professionally to increase your brand’s impact.

Share your story and your knowledge.

Create a platform.

■■ No royalties means you own 100 percent of profits.

■■ ■■

Fabi Preslar Fabi has over 30 years of experience helping individuals share their stories in a marketable package to positively impact their brands, missions, and businesses

SPARK Publications

Kick assumptions to the curb – social media myth-busters.

Facebook and lead generation.

LinkedIn for ANY business.

■■ Protecting intellectual property with hashtags.

■■ ■■

BeeSmart Social Media

Julie Bee

Julie has provided social media marketing services to over 250 small businesses around the world for more than eight years

Notes

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Notes

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manifesto b2bTRIBE

i s a community of entrepreneurs and small business owners —supporting, uplifting, educating, and laughing with other entrepreneurs and small business owners. We work hard, build smart, and play harder. We’re creative and resourceful.

We are

Independents, Democrats, Republicans, and Unaffiliated. We are multi-dimensional, multi‑cultural, multi-racial, multi-ethnic. We are straight, gay, married, single, divorced, widowed, wounded, and empowered. We’re a rainbow of personalities peppered with type A and high D—and various degrees of ADD.

We are

i ntroverts who have been transformed to functional extroverts; we are extroverts taking relationships to new heights. We are dreamers with goals. We are positive and energetic. We love technology, simplicity, complexity, and nature. We thrive to challenge the status quo; breakthroughs and disruptions are our norm. We exemplify courage.

We are

mostly unemployable, yet we know how to work for thirty bosses at once. We are servers to our clients, our staffs, our communities. We charge fairly and give genuinely. We laugh often and deeply. We are passionate.

We differ

in practices and opinions; we are unique. We infuse our unique beliefs into our businesses, and our businesses are viable and profitable. We are the backboneS of our cities and our countries.

We are

united as a tribe. We are entrepreneurs and small business owners serving one another and the community. We strive for and obtain excellence

We are the b2bTRIBE! Go to b2bTRIBE.com

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© 2014 Fabi Preslar, Publisher, b2bTRIBE

creator and producer of b2bTRIBE

create design brag content | images | strategies

magazines | books | catalogs

promotions | newsletters | advertising

Contact us to get your project started

704.844.6080 Creative and effective design for print and online interactive

sparkpublications.com