2024 Rural Business Expo Sessions

Putting the X Factor in your Customer Service

Expo Session 1 9:30 am - 10:30 am

Speakers
  • Mary Hambleton - CEO & Trainer - Soul Canyon Training & Development
    As a busy business owner, a mother of five and a grandmother of eight, Mary’s training style helps bring real life balance to those who are struggling with, “Doing it All”. Mary currently resides in Medford, Oregon with her husband and business partner, Rob Hambleton and their three beautiful Labrador Assistants, Miss Sunny, and Miss Winnie and Little Buddy. Since 2002, Soul Canyon Training & Development has been helping people navigate communication differences. “She loves bringing teams and individuals to higher levels of performance with improved communication”.
Summary
Putting the “X” Factor In Your Customer Service Earning customer loyalty is difficult - keeping it is critical Learn the essential skills you need to put that eXtra special sauce in your customer service TODAY! • Walk away with people skills you can use to anticipate customer needs and give them the service THEY want. Reduce your stress and keep your cool. • Learn how to increase team cohesiveness and collaboration to make your work environment a happier place for your employees and a better place to shop, eat and do business. Brought to you by Soul Canyon Training & Development Presenter: Mary Hambleton

Plan de negocios, cimiento estrategico para negocios.

Expo Session 1 9:30 am - 10:30 am

Speakers
  • Rod Duarte - Assistant Vice President - U.S. Bank Town & Country
Summary
Un plan de negocios es una estrategia documentada sobre los objetivos y planes de una empresa. Describe el plan de comercialización, proyecciones financieras, investigación de mercado, propósito comercial y la declaración de misión. También puede incluir el personal clave para lograr los objetivos y un cronograma.

Apex Accelerators – Your Doorway to the Government Marketplace

Expo Session 2 10:30 am - 10:45 am

Speakers
  • Deanna Vest - Procurement Counselor - Oregon APEX Accelerator / GCAP
Summary
We provide assistance in registering in Federal and State websites, show you how to find solicitations and market your business to federal, state, and local agencies.

Estrategias sencillas de crecimiento en línea

Expo Session 2 10:30 am - 11:30 am

Speakers
  • Rod Duarte - Assistant Vice President - U.S. Bank Town & Country

Thriving Together: Why Company Culture Matters For Today's Small Businesses

Expo Session 3 11:00 am - 12:00 pm

Speakers
  • Pam Greene - Owner - Padgett Klamath Falls
    Pam Greene has been an owner of Padgett Klamath Falls (formerly Amcom Tax & Accounting, Inc.) since 2013. Her business is dedicated to enhancing customer service and providing a better client experience. Fundamental to her professional principles is the cultivation of a supportive company culture, where a positive work environment is a top priority. Pam is an Enrolled Agent with over 19 years of experience in tax preparation, business advising and IRS negotiation. Her firm specializes in offering comprehensive accounting services and tax consulting tailored for small business owners, as well as individual tax preparation. She actively contributes to her community as a Rotary member, providing tax strategy classes for the Klamath County Association of Realtors, and has been a featured speaker at the accounting conference, Scaling New Heights. Formerly dedicating 9 years as a Klamath County 4-H Leader, Pam continues her community involvement by providing bookkeeping services to the Klamath County Rotary Club, spearheading the financial responsibilities of their annual Klamath County Junior Livestock auction, which raises over $1.6 million for local 4-H youth. She has also served the Klamath as a board member of the Klamath County Chamber of Commerce and the Klamath and Lake County Food Bank. Beyond her professional and community endeavors, Pam is a devoted farm wife and mother of two adult children. She cherishes her Klamath Basin community and finds joy in activities such as reading, golfing (despite being self-proclaimed as a "terrible golfer"), quilting, travel, and socializing with friends. At her office, she delights in playing fetch with Poppy, the beloved office dog.
Summary
In today's competitive business landscape, company culture isn't just a buzzword; it's a strategic advantage that can make or break small businesses. Join us for lively discussion into why cultivating a strong company culture is crucial for small businesses looking to thrive in the modern marketplace. Overview: In this class, we will dig into the fundamental aspects of company culture and its profound impact on the success and sustainability of small businesses. From earning buy in from employees to enhancing productivity and innovation, we will uncover how a positive company culture can create a supportive and dynamic workplace environment. Key Topics Covered: 1. Defining Company Culture: Understand what company culture truly encompasses and why it goes beyond superficial perks. 2. The Business Case for Culture: Explore compelling reasons why investing in company culture can lead to tangible business outcomes such as increased employee retention, improved customer satisfaction, and higher profitability. 3. Building a Positive Culture: Learn practical strategies and actionable steps to cultivate a positive company culture that aligns with your business values and objectives. 4. Navigating Challenges: Address common challenges and pitfalls in shaping company culture, especially in small business settings, and discuss effective solutions. This class is designed for small business owners, entrepreneurs, managers, and leaders who are eager to harness the power of company culture to drive business success. Whether you're starting a new venture or looking to revitalize your existing workplace environment, this class will provide you with valuable insights and practical strategies to create a thriving company culture.

All About Grants

Expo Session 3 11:30 am - 12:30 pm

Speakers
  • Natalie Parker
    Natalie Parker is the founder of Rural Grant Resources, LLC, bringing over a decade of experience in grant writing and management, including Federal, State, and local competitive grants. Having worked across local government, education, and private industry, Natalie has developed a deep understanding of not just grant writing, but also grant compliance and reporting. A proud ag wife and mother, Natalie enjoys cheering for local sports teams, traveling with her family, and staying up-to-date with the latest books.
Summary
Join Rural Grant Resources, Natalie Parker, for the 'All About Grants' workshop, where you will dive into the essentials of applying for, securing, and managing Federal, State, and local grants. This comprehensive session will guide you through the entire grant process, from identifying funding opportunities to mastering the intricacies of grant reporting and compliance. Whether you are new to grants or looking to enhance your skills, this workshop offers valuable insights to help you successfully navigate the world of grants. Expand your knowledge and boost your organization's funding potential by attending this workshop!

Algorithms to Action: Leveraging AI for Success

Expo Session 4 12:00 pm - 1:00 pm

Speakers
  • Dhrushil (Dhru) Patel - Asset Manager
    Dhrushil (Dhru) Patel is an asset manager and venture capitalist from Klamath Falls, Oregon. Finding his passion for leadership at a young age, Dhru was greatly involved with Career and Technical Student Organizations (CTSOs), allowing him to facilitate workshops and deliver keynotes across the Western United States between 2015 and 2018. As an undergraduate student at Oregon State University (OSU), Dhru was elected as the first Asian-Indian Associated Students of Oregon State University (ASOSU) President and President pro tempore. During this time, he also served as a Teaching Assistant for the College of Business and as a Board Director for the OSU Beaver Store. Now, Dhru is one of the youngest asset managers in the hospitality industry. Dhru has also accepted positions as a Northwest Regional Ambassador for the Asian American Hotel Owner’s Association (AAHOA) and Government Affairs Committee Member for the Oregon Restaurant and Lodging Association (ORLA). In his free time, Dhru enjoys traveling and spending time with his family.
Summary
Artificial intelligence (AI) can revolutionize your business. In this engaging workshop, you will learn how to utilize various AI tools to streamline business processes and boost productivity. From ideating social media content to drafting contracts, we will explore practical strategies and real-world examples of how AI can save you time and money. Get ready to transform your business and unlock the power of AI!

Empowering Rural Entrepreneurs: Resources for Small Business Success

Expo Session 5 1:00 pm - 2:00 pm

Speakers
  • Darin Rutledge - Executive Director - Klamath IDEA
Summary
Join us at the Rural Business Expo for an enlightening panel discussion, 'Empowering Rural Entrepreneurs: Resources for Small Business Success.' This workshop will feature local experts from financial institutions, business incubators, advisory organizations, and more, all dedicated to helping small businesses thrive. Discover valuable insights, funding opportunities, marketing strategies, and advice tailored for rural entrepreneurs. Whether you're just starting out or looking to expand, this session will provide the tools and knowledge you need to succeed. Don't miss this chance to connect with key resources and take your business to the next level!

INFORMATION SECURITY - THE FUNDAMENTALS

Expo Session 6 2:30 pm - 3:30 pm

Speakers
  • Chad Olney - CEO - Pacific Crest Federal Credit Union
    Chad Olney – CEO, Pacific Crest Federal Credit Union Chad was raised on a rural Oregon farm, earned a Bachelor’s degree from George Fox University, and an MBA from the Atkinson Graduate School of Management at Salem’s Willamette University. Chad has been working for the Not-for-Profit Cooperatives known as Credit Unions for 18+ years. He has worked for one of the smallest credit unions in the state of Oregon, one of the largest, and at a mid-sized credit union before joining the team at Pacific Crest nearly 8 years ago. Pacific Crest has been named the Best of the Basin for the last six years, has moved from the bottom 1/3 in performance of pier credit unions nationally to the top quartile, made the list of top ten Tech Savvy Credit Unions in the US, and more than doubled in size. Most importantly to Chad though is Pacific Crest’s unwavering commitment to serving the people who call the Klamath Basin home. Pacific Crest contributes more than $18 million in economic benefit to the region by keeping over $200 million dollars in deposits working locally, providing capital to build homes, fund business expansion to create jobs, provide financial education, and meet people’s day to day financial needs. In addition to his day job, Chad has served as a member of various boards and committees including the Oregon Growth Board, Craft3, Oregon Inc, and currently serves as the President of KCEDA, the Klamath County Economic Development Association. His hobbies include work, working, and occasionally working on something else. He has never been on a golf course, enjoys studying and creating charts and graphs, and loves telling really terrible jokes for his wife and daughters to roll their eyes at.
Summary
Business is about trust, especially in a rural area. When your customers do business with you, they trust that you will keep their information secure. In a high tech world, businesses of every size must be proactive about implementing security measures that keep their business data and their customer’s information secure. In this session we’ll talk about: The fundamentals of keeping data secure (your business data and your customer’s information) The creative methods that bad actors use to access data Steps you and your team can take to be prepared for a cyber event

Revolutionizing Small Business: Enhancing Online Presence and Brand Recognition in Klamath County

Expo Session 7 4:00 pm - 5:00 pm

Speakers
  • Jason Murray - CEO - On The Verge Consulting Firm
    Jason Murray is the visionary CEO of On The Verge Consulting Firm began his executive journey after graduating from the University of Oregon Business School in 1993. Upon graduation, he worked at Fortune 500 companies in Operations, Marketing, Finance, Training and Brand Launch/Innovation. He was recognized and awarded certificates of achievements and promotions that led him to working Internationally and running a $2.4B Division in the US. Jason has served on Board of Directors and started up new businesses along the way. Jason was born in Portland, Oregon, and is proud to once again be back in Oregon close to friends and family. He is excited to be a partner with On The Verge and creating a Brand revolution with clients who are looking to take their business to the next level.
  • Marcio Nunes - CRO - On The Verge Consulting Firm
    Marcio Nunes, the Chief Revenue Officer at On The Verge Consulting Firm, brings a wealth of knowledge in revenue growth and business development. The idea for Marketing came to me at my dining room table; it was something I saw as a solution for businesses everywhere. At the time, I owned an automotive detail shop, and it was essential for us to be able to communicate with our local audience on a large scale. I saw social media as an opportunity to reach every person's phone and to be able to connect them with my message about how I could help. Storytelling is something that never really changes. The format may be different, but the way you reach people is always the same: with great content, a clear story, and a compelling message."
Summary
Join us for an insightful and dynamic presentation by On The Verge Consulting Firm Partners, CEO Jason Murray and C.R.O Marcio Nunes. This session will provide a comprehensive overview of the current state of technology and online presence in modern business. Jason Murray will start by addressing the importance of an online presence and branding for small business owners in Klamath County, exploring the reasons and benefits behind this crucial aspect of business strategy. Marcio Nunes will then delve into innovative and modern solutions to enhance brand recognition, offering practical strategies and actionable insights to help small businesses thrive in the digital age. “Don’t miss this opportunity to gain valuable knowledge and tools to elevate your business’s online presence and brand.”

2024/2025 Klamath IDEA Talks Season Kickoff – Rod & Jodi Kucera

Expo Session 8 5:30 pm - 7:30 pm

Speakers
  • Rod & Jodi Kucera - Owners - Mia & Pia's Pizzeria & Brewhouse
Summary
Klamath IDEA Talks are back! Our new season kicks off at the Rural Business Expo with some of Klamath’s most revered entrepreneurs! Over a half century ago, local entrepreneurs Don & Nancy Kucera started the ND Dairy south of Klamath Falls, peaking at 135 head of milking cattle. Among other products, ND Dairy’s Grade A Raw Milk was distributed to outlying areas including Medford, Bend, and Lakeview. In 1987 the Kuceras began a small pizza business in the Keno area. They moved that small pizza business to Klamath Falls in early 1988. As regulation of the dairy industry became burdensome, the Kuceras focused on the pizzeria and closed down their diary. That’s when their son Rod, who had begun investigating the micro-brew business in 1995, got the wild idea to convert the former dairy into a brewery, repurposing the dairy equipment and hardware to produce a dramatically different type of beverage. With several varieties of beer beginning to flow, it was only natural to pair it with the pizza the family was beginning to perfect. And so was the creation of Mia & Pia’s Pizzeria & Brewhouse in 1996. With his partner (in business and in life) Jodi, the next generation of entrepreneurs in the Kucera family began executing plans to expand even further with the introduction of tasty new brews and expanded food offerings. They have continued to innovate in a crowded market with reinforced branding as a family-friendly establishment (in fact, their entrepreneurial-minded kids Clint and Kelsey can often be found working at the parlor as well), the addition of people-connecting events such as live music and trivia, a growing catering schedule, and a rustic outdoor event venue right outside their brewery. In addition, with its solar system and continuous cadre of farm-raised cows and pigs that consume brewing by products, the brewery is celebrated by locals in agriculture as an example of sustainable production. Rod & Jodi have been steadily committed to their community as political advocates in the hospitality and agriculture industries, and both have served in leadership positions in local economic and community development groups. We are pleased to kick off the 2024/2025 IDEA Talks Season and cap off the 2024 Rural Business Expo with these Klamath-rooted entrepreneurs! Food and one non-alcoholic drink ticket is included in the $20 per person admission. Beer and wine will be available for purchase. Doors open at 5:30 p.m. for networking and the IDEA Talk will start at 6:15 p.m. Tickets must be purchased in advance. Klamath IDEA is a community initiative committed to developing a thriving entrepreneurial ecosystem in Klamath County to strengthen existing small businesses and innovators and inspire and support the emergence of new ones. In that effort, entrepreneurial-minded informative talks modeled after TED Talks are held – known as IDEA Talks – to benefit business owners and entrepreneurs. The 2024 IDEA Talks season is generously supported by the Klamath Community College Small Business Development Center and Pacific Crest Federal Credit Union. We are also grateful for support from the City of Klamath Falls, Klamath County, the Ford Family Foundation’s Growing Rural Oregon program, and through Oregon State Lottery Funds administered by Business Oregon.
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