Governor's Marketplace Conference, Hosted by the Governor’S Office of Diversity, Equity & Inclusion/Affirmative Action

Governor’s Marketplace Conference 2017

Governor’s Ofﬁce of Diversity, Equity and Inclusion/Afﬁrmative Action

Conference Program

Letter from the Governor

March 23, 2017

It is with great excitement that I welcome you to the 13th Annual Governor's Marketplace Conference, hosted by the Governor’s Office of Diversity, Equity & Inclusion/Affirmative Action.

Today, we are here to make connections, learn from one another, and ensure that business owners are equipped with necessary tools and resources to start, sustain, and thrive. Many conference attendees understand the importance of community engagement, the power of building relationships, and connecting business owners with contracting opportunities. The conference is a place where conversations begin, doors open, and opportunities lead to prosperous Oregon businesses.

We have a unique opportunity to change the way we do business in Oregon by prioritizing equitable buying practices and ensuring all business owners have equal access to the countless contracting opportunities within our thriving state. When opportunities for small businesses are accessible, this allows owners to, first and foremost, provide for themselves and their families. A strong, equitable economy means businesses, at any stage, have opportunities to be successful, grow, create jobs, drive innovation, and greatly contribute to the health of our diverse communities.

I hold the deepest gratitude for all participants today, from state agencies to private firms, from businesses of all sizes to nonprofit organizations who share their wealth of knowledge and assistance. Thank you for your participation, support, and commitment to Oregon.

Sincerely,

Governor Kate Brown

254 STATE CAPITOL, SALEM OR 97301-4047 (503) 378-3111 FAX (503) 378-8970 WWW.GOVERNOR.OREGON.GOV

Sponsors

Without sponsors, events such as the Governor’s Marketplace would not be possible. Special thanks go to everyone who contributed to this event.

Title Sponsors

Platinum Sponsor Gold Sponsors

Silver Sponsors

OREGON

STATE PARKS

In-Kind Sponsors

BusinessTribune Table of Contents

Letter from the Governor...... 1

Sponsors...... 2

Floor Plans - Salem Conference Center...... 4

Schedule at a Glance...... 5

Exhibitor Roadmap...... 7 Assisting Small Businesses Serving our Communities Exhibitors...... 8 Working with our Youth Salem Conference Center...... 9 Meeting Future Challenges

Exhibitor Layout...... 9

Speaker/Presenter Biographies...... 10 www.multco.us/purchasing or Special Acknowledgement ...... 25 www.PDXprocurementsearch.com

3 Floor Plans - Salem Conference Center

FIRSTFIRST FLOOR

 FERRY STREET

GALLERY OFFICE ADMIN ELEVATORS

TO PARKING GARAGE SECOND FLOOR M 2 SECOND FLOOR 1  FERRY STREET

3  LIBERTY STREET SANTIAM BALL ROOM M W PRINGLE CROISAN CREEK ROOM CREEK ROOM C B A WEST GALLERY 4 STAFF SERVICE AREA HALLWAY 6

STAIRS ELEVATORS  COMMERCIAL STREET COVERED PORTE COCHERE COVERED 5 W  LIBERTY STREET B A STAFF SERVICE AREA SOUTH GALLERY WILLAMETTE BALL ROOM FOYER COURTYARD &

SCULPTURE WILLAMETTE UPPER LEVEL FREIGHT  COMMERCIAL STREET EMERGENCY EXIT GARDEN ELEVATOR C D LOADING DOCK

TRADE STREET  EMERGENCY STAFF SERVICE AREA EXIT

SQFT DIMENSIONS ROUNDS CLASSROOM THEATER U-SHAPE H/SQUARE Santiam Gallery 3600 120’ x 30’ EMERGENCY EXIT FREIGHT Santiam Ballroom (16’ Ceiling) 8750 113’4” x 80’4” 540 480 1000 - - ELEVATOR Santiam 1 or 6 2300 55’4” x 43’6” 150 128 225 44 56 TRADE STREET  Santiam 2, 3, 4 or 5 1000 28’5” x 36’10” 60 48 85 24 32 Santiam 123 or 456 4300 80’4” x 55’4” 300 240 500 80 110 SQFT DIMENSIONS ROUNDS CLASSROOM THEATER U-SHAPE H/SQUARE Santiam 1 & 6 4600 113’4” x 43’6” 300 240 550 - - Willamette Foyer 3000 100’ x 30’ - - - - Santiam 23, 34 or 45 2000 55’4” x 36’10” 120 80 175 44 56 Willamette Ballroom (24’ Ceiling) 11,400 103’4” x 109’10” Procurement,900 640 1500 - - Santiam 234 or 345 3000 82’4” x 36’10” 180 120 250 70 100 Willamette A 3000 51’8” x 57’11” Contracts160 and Materials140 400 48 64 Santiam 2 thru 5 4094 113’4” x 36’10” 250 160 350 - - Supporting Diverse BusinessWillamette atB or C 2700 51’8” x 57’11” Management160 (PCMM)140 400 48 64 Willamette AD 6000 103’4” x 57’11” Property400 Services320 Building, 800 80 110 Oregon State University Willamette BC 5400 103’4” x 57’11” 644400 SW 14th St.280 750 80 110 Willamette AB or CD 5700 51’8” x 109’10” Corvallis,400 OR 97333280 750 80 110 Hallway 2499 160’ x 15” PH: 541-737-4261- - / - - - Croisan Creek (15’ Ceiling) 3240 37’8” x 90’1” FAX:200 541-737-2170160 260 - - Croisan A, B or C 1080 37’8” x 30’5” 60 48 80 24 32 Croisan AB or BC 2160 37’8” x 60’5” Capital120 Planning96 160 48 56 Pringle Creek 900 27’ x 34’1” and 50Development40 80 22 26 Oak Creek Bldg., 3015 SW Western Blvd. Corvallis, OR 97333 Procurement, Contracts and Materials Management (PCMM) and Capital PH: 541-737-5412 / Planning and Development (CPD) work collaboratively to actively promote and FAX: 541-737-4810 engage the utilization of diverse firms through a variety of outreach activities.

Procurement, Contracts and Materials Management (PCMM) Capital Planning and Development Property Services Building, 644 SW 14th St. Oak Creek Bldg., 3015 SW Western Blvd. 4 Corvallis, OR 97333 Corvallis, OR 97333 PH: 541-737-4261 / FAX: 541-737-2170 PH: 541-737-5412 / FAX: 541-737-4810

Schedule at a Glance SCHEDULE AT A GLANCE

7:30 am Check In & Continental Breakfast

8:00 – 9:30 am SANTIAM RIVER ROOM AND GALLERY Networking | Reverse Vendor Fair SANTIAM 6 SANTIAM 4 & 5 CROISAN A & B PATH 1 [START] PATH 2 [SUSTAIN] PATH 3 [THRIVE] 9:30 – 10:40 am Turbo Boost Your Business Crush the Myths Don’t Go it Alone Learn how to locate contracting Real talk about government Learn how to create solid opportunities, learn the benefits of contracting, learn tips for successful working partnerships as certification and build your profile proposal writing, find out where the you grow your business. on the spot. Also learn about free opportunities are/how to access Obtain an overview of the resources available to boost your them and tips to sustain your State’s top contracting business. business. opportunities by region and agency purchaser.

9:30 – 10:40 am CROISAN C STEP IT UP This workshop is for Diversity Practitioners, State Agency Buyers/Procurement Officers and/or those with contract decision making responsibilities ONLY.

10:40 – 10:50 am 10 Minute Break SANTIAM 6 SANTIAM 4 & 5 CROISAN A & B PATH 1 [START] PATH 2 [SUSTAIN] PATH 3 [THRIVE] 10:50–11:50 am Find the Money Show Me the Money Show Me More Learn about access to capital for Access to capital options to sustain Money your business needs. your business. Learn from a panel of professionals about capital you may be eligible to access as your business expansion needs grow.

11:50 – 12:00 pm 10 Minute Break

12:00 - 1:15 pm WILLAMETTE Luncheon

1:30 – 2:45 pm WILLAMETTE Get the Word Out | Presented by Google Help your business thrive through marketing. Learn how to reach more customers and grow your business online by building a search-friendly website and using Google tools, including AdWords, Express, and MORE!

3:00 – 4:30 pm SANTIAM RIVER ROOM AND GALLERY Networking | Reverse Vendor Fair

The University of Oregon Is Looking for New Business Partners

The University of Oregon is always looking for new business partners. While opportunities are available to all vendors, we continue to seek minority-owned, women-owned, and emerging small businesses. For 2017, we have many new opportunities on the horizon. All competitive procurements are posted on the Business Opportunities page of our Purchasing and Contracting Services website at pcs.uoregon.edu/content/business-opportunities. We also encourage to you enter your company information in our purchasing portal at https://apps.ideal-logic.com/uopcs.

1600 Millrace, Suite 306, Eugene, Oregon 97403 • 541-346-2419

EO/AA/ADA institution committed to cultural diversity. Exhibitor Roadmap

Public Contracting Capital Partners • State Agencies • Mercy Corps • Local Governments • Small Business Administration • Federal Government • Meso • Universities • Community Lending Works • OAME • Community Colleges

FERE N NC O E C 2017 Governor’s Marketplace R O P ADM A

Private & Primes • Skanska • Hoffman • Howard S. Wright Business Resources • J.E. Dunn • Disadvantaged Business • Covendis Certification Office (COBID) • Mackenzie • Secretary of State • And more • Government Contracts Assistance Program • Small Business Development Centers • Pamplin Media Group • Oregon Health Insurance Marketplace • Oregon Native American Chamber

7 Exhibitors

Public Contracting Private & Primes 28 �� Multnomah County 1 �� Skanska 29 �� Secretary of State Business Services 2 �� JE Dunn Division Procurement 3 �� Lease Crutcher Lewis 34-35 �� Oregon Department of Transportation 4 �� Howard S. Wright 36 �� Oregon Health Insurance Marketplace 5 �� Hoffman 37 �� Oregon Department of Energy 6 �� Mackenzie 38 �� Oregon Parks and Recreation 7 �� Willamette Water Supply Department 8 �� Pacific Corp 39 �� Oregon Department of Education 9 �� Pregame HQ 40 �� Department of Administrative Services 10 �� Google - Procurement Services 11 �� Family Building Blocks 41 �� Department of Administrative Services 12 �� Hatch - Office of the State Chief Information Officer 42 �� Oregon Employment Department 43 �� Oregon Department of Aviation Business Resources 44 �� Energy Trust of Oregon 13 �� Native Pacific Technical 45 �� Oregon Liquor Control Commission Assistance Center 46 �� Port of Portland 14 �� Oregon Native American Chamber 47 �� Oregon Department of Veterans Affairs 15 �� Government Contract Assistance 48 �� Department of Justice Program (GCAP) 49 �� Oregon Fish & Wildlife 16 �� Small Business Development Center 50 �� Lane Transit District (SBDC) 51 �� Cherriots Salem-Keizer Transit 17 �� Salem Capitol Connections 52 �� Oregon Youth Authority 18 �� Secretary of State - Office of Small 53 �� Department of Human Services - Office Business Assistance of Equity & Multicultural Services 19 �� ORPIN 54 �� TriMet 20 �� Disadvantaged Business Certification 55 �� Oregon Health Authority - Office of Office (COBID) Equity and Inclusion 30 �� Oregon Department of Revenue 56 �� Oregon Department of Forestry 31 �� Oregon State Treasury 57 �� Covendis 32 �� Bureau of Labor and Industries (BOLI) 58 �� Portland Development Commission 33 �� Construction Contractors Board (CCB) 59 �� Beaverton School District 60 �� Woodburn School District 61 �� STORI Jobs 62 �� Department of Human Services / Capital Partners Oregon Health Authority 63 �� Metro 21 �� Oregon Business Development 64 �� Oregon Lottery Department (OBDD) 65-66 �� University of Oregon 22-23 �� U.S. Small Business Administration 67-68 �� Oregon State University 24 �� Oregon Association of Minority 69-70 �� Western Oregon University Entrepreneurs (OAME) 71-73 �� City of Portland 25 �� Mercy Corps Northwest 74 �� City of Eugene 26 �� Community Lending Works 75 �� City of Salem 27 �� Department of Consumer and Business Services - Division of Financial Regulation

8 Exhibitor Layout

Salem Conference Center

 FERRY STREET  FERRY STREET

8 7 6 5 4 3 2 1 GALLERY REGISTRATION  LIBERTY STREET STAIRS 12 11 10 9  ELE V A 75 13 70 59 58 47 46 35 34 TO PARKING TORS GARAGE M 74 14 69 60 57 48 45 36 33 73 15 68 61 56 49 44 37 32 72 16 67 62 55 50 43 38 31 71 17

WEST GALLERY 66 63 54 51 42 39 30

Santiam 18 65 64 53 52 41 40 29  COMMERCIAL STREET Ballroom 1, 2 & 3

28 27 26 25 24 23 22 21 20 19 S T

4 AFF SERVICE AREA 6

5 W

9 SOUTH GALLERY

COURTYARD & SCULPTURE UPPER LEVEL FREIGHT EMERGENCY EXIT GARDEN ELEVATOR LOADING DOCK

TRADE STREET  Speaker/Presenter Biographies

9:30 – 11:40 am START. Turbo Boost Your Business Santiam Ball Room 4 & 5 dee Edwards Program Manager, Government Contract Assistance Program - Oregon’s Procurement Technical Assistance Center. Ms. Edwards has been the Program Manager of GCAP for over 10 years and has been with the PTAC for over 25 years. Ms. Edwards is a member in good standing of the Association of Procurement Technical Assistance Centers-APTAC, and holds the certification of an Associate Contracting Assistance Specialist. Ms. Edwards has attended hundreds of hours of training on various government contracting topics through Management Concepts, APTAC, NCMA and various other resources. Ms. Edwards also teaches courses on various government contracting topics across the State and has provided thousands of hours of contracting counseling to Oregon businesses.

Adam Hevely Adam Helvey is the Statewide Outreach Coordinator at the Department of Administrative Services. Adam graduated with a bachelor’s in Communications from Trinity Western University in Langley, Canada in 2005. Before coming to DAS, Adam held several sales and customer service focused jobs. In 2010 he began his career with State Government at Oregon Housing and Community Services helping to facilitate the Oregon Homeownership Stabilization Initiative, in Customer Service and Outreach. Now, working at DAS, Adam is very passionate towards creating awareness for the Oregon Cooperative Procurement Program, encouraging businesses to seek contracting opportunities with the State of Oregon, and supporting our communities in any manner possible.

Ruth Miles With 18 years of experience running small businesses to add to her nine years of service in the Legislative branch, Ruth Miles understands first-hand the challenges entrepreneurs face. She’s crisscrossed Oregon over the past three years to visit with business leaders and associations, chambers of commerce and community partners to hear their concerns about getting caught in red tape. And everywhere she goes, she runs with scissors.

Celia Nunez As a former small business owner and elected official, Celia Núñez is very passionate about making a difference in the community. She has held a variety of challenging and significant leadership positions in both the private sector and state government. Currently, Celia is the Director for the Chemeketa Small Business Development Center. Additionally, Celia worked for over 20 years in the private sector as a banker, communications director and marketing officer. An advocate for higher education, Celia also serves on the Board of Trustees for Oregon Tech.

10 Speaker/Presenter Biographies

Marta Tarantsey, Certification Office for Business Inclusion and Diversity, Business Oregon Marta Tarantsey is a Regional Development Officer with the State of Oregon’s economic development agency, Business Oregon. In her previous work with the Certification Office for Business Inclusion and Diversity, Marta helped businesses navigate the government marketplace and connected them to the multitude of business resources available in the Pacific Northwest, having assisted over 300 businesses in becoming certified in the Federal (DBE and ACDBE) and State (MBE, WBE, SDVBE, and ESB) Programs. Marta serves as a liaison to Business Oregon’s suite of services, working directly with communities and business partners in her region to identify opportunities and address challenges related to business growth and community development. The small business certification programs are available to businesses free of charge and are recognized by public contracting entities in Oregon and many private and non-profit sector organizations, from large healthcare services providers to national retailers.

9:30 – 11:40 am SUSTAIN. Crush the Myths Santiam Ball Room 6 Marta Clifford Marta Clifford is a Procurement Counselor for the Government Contracting Assistance Program (GCAP), which is Oregon’s PTAC (Procurement Technical Assistance Center), Marta has been with GCAP for 13 years. Marta is a Subject Matter Expert on 8(a), HUBZone, WOSB, and the VA VETBIZ certifications. Along with certifications and counseling small businesses to be government contractors, Marta also teaches a wide variety of Government Contracting classes. Marta holds an Associate Contracting Assistance Specialist certification with APTAC.

Carrie Hulse Carrie Hulse is the Program Manager for the Certification Office for Business Inclusion and Diversity (COBID) at Business Oregon. COBID administers the Disadvantaged Business Enterprise (DBE), Minority Business Enterprise (MBE), Women Business Enterprise (WBE), Service-Disabled Veteran (SDV) Business Enterprise, and Emerging Small Business (ESB) certification programs, which promote economic opportunities for small businesses. Before becoming the Program Manager, Carrie worked for the Oregon Department of Transportation and brought the DBE certifications in compliance with federal regulations by performing site visits with approximately 400 firms within a two-year period. Her career with state government began in the early 1990’s in Juneau, Alaska where she worked primarily in the field of criminal prosecution while earning a Bachelor’s degree in business management. Kelly Stevens-Malnar Kelly has been with the State 14 years and currently manages Oregon’s Cooperative Procurement Program and Small Business Programs at the Department of Administrative Services, Office of Procurement Services. She is deeply committed to educational outreach activities that promote governmental contracting opportunities to Oregon small businesses. Kelly is an instrumental State resource on valuable and creative ways to use Oregon’s #1 e-procurement system, ORPIN. She brings to the state 15 years of high-tech private-sector product marketing experience, and an additional 5 years of operating her own brokered goods business out of Phoenix, AZ.

11 Speaker/Presenter Biographies

9:30 – 11:40 am Thrive. Don’t Go it Alone Croisan Creek Room A & B Erica Bakker Erica works currently as a statistical research analyst on contract spend and performance metric reporting. Before she joined DAS Procurement Services in October 2015 she worked for over seven years as a senior research scientist in the biotech industry at Dow AgroSciences and Exelixis Plant Sciences. She taught at the Center for Genome Research and Biocomputing at Oregon State University, was a postdoctoral fellow at the University of Chicago and holds a Ph.D. in Plant Sciences from Wageningen University, the Netherlands.

James Faison If you ever wanted to know about the concrete business, James Faison is the man to talk to. In 1979, James was hired at the Port of Portland in the Airport Maintenance division. While there, he got first- hand experience with runway improvement, laying concrete and repairing asphalt. In 2000, James started his own construction company, Faison Construction. His first customer was Stacy & Witbeck on the Interstate Light Rail. Since then, Faison Construction has done many projects around the city of Portland, working with Walsh Construction, R&H Colas, Fortis and JE Dunn. In 2010 the company started Faison Energy Solutions, a division that specializes in residential retrofitting of existing homes for energy conservation.

Christyn Halliday As Hoffman Construction’s purchasing manager, Christyn has extensive contact with subcontractors and vendors throughout the northwest. She maintains a database of subs that tracks their performance for quality, timeliness, safety, and helps to develop bid packages that promote competition and cost assuredness. Christyn manages purchasing efforts on all of Hoffman’s work and helps to maximize MWESB firm engagement. In the 17 years that she has been with Hoffman, she has worked with a variety of clients in high tech, healthcare, University, multi-family housing, and government sectors. She graduated from Bellevue University with a MS Acquisitions and Contract Management.

Kimberly Mitchell Phillips Mrs. Mitchell-Phillips is the Ports Small Business Development Program Manager. In this capacity she manages the Ports various small business development and utilization programs and acts as the Ports Disadvantage Business Enterprise Liaison Officer to the FAA. She has over 15 years’ experience managing small business compliance programs in the Portland Metro area with both local and federal USDOT program expertise. She is a native Oregonian and thrives to make a positive impact on her community.

12 Support Business Promote Employment

Pre-paid recruitment services

Workforce and economic research

Tax incentive programs

Largest source of job listings

www.Employment.Oregon.gov Speaker/Presenter Biographies

9:30 - 10:40 am Step it Up Croisan Creek Room C Marin Arreola Marin Areola is owner and president of Advanced Economic Solutions Inc., located in Salem, Oregon. He has over 20 years of experience developing and implementing economic, business, health and workforce development programs that better serve culturally and socially diverse communities in Oregon and California. Marin has worked with the MODA Health, OHSU, FamilyCare Health, City of Salem, Hoffman Construction, Oregon Health Authority, Salem Hospital, Willamette Valley Medical Center, Oregon Business Development Department, Microsoft, City of San Jose, Governor’s Office of Business & Equity to name a few. Marin is energetic and passionate about developing and implementing many culturally and linguistically diverse health programs that lower disparities in health with diverse communities. He developed and implemented an evaluation model known as “Social Return on Investment” to effectively measure the success of health, economic and workforce development programs that focused on diverse communities. Additionally, Marin has served in many commissions and boards that seek to better serve culturally and socially diverse communities in Oregon and California.

Lois Cohen For over 20 years, Lois has been helping people successfully navigate a wide range of situations, including those that are divisive and politically charged. Her extensive experience in the fields of public involvement and DBE enrichment enables her to quickly and accurately assess the dynamics of a situation and to respond strategically and effectively. She creates forums and facilitates conversations that positively impact relationships and outcomes for agencies, businesses, and community members. For the past 8 years, Lois has been president of Lois D. Cohen Associates (LCA), a community engagement firm specializing in fostering connection, communication, and collaboration for public agencies and those touched by their projects. She has deliver over 35 presentations and workshops addressing topics such as Mentoring, Embracing Generational Diversity in the Workplace, Women in the Workplace, and How to Market to Primes.

Eloisa Miller Eloisa Miller is the Economic & Business Equity Manager for the Office of Governor Kate Brown. In this capacity she is tasked with tackling barriers facing Oregon businesses, including those owned by minorities, women, and service-disabled veterans. Prior to joining the Governor’s Office, she managed the equity in public purchasing and contracting for Portland Public School District. She also has 8 years prior experience working for ODOT as a procurement specialist. Eloisa is committed to helping Oregon thrive through her role at the Governor’s Office, working with all state agencies to promote and implement programs in effort to create equity in contracting.

14 Speaker/Presenter Biographies

Tiffani Penson Tiffani Penson is a native Oregonian and very involved in the community. She is currently the Supplier Diversity officer for the City of Portland. Her responsibilities include outreach to Minority-owned, Women-owned and Emerging Small Businesses with a focus on connecting businesses to contracting opportunities at the City; implemented and manages the first in the Nation Minority Evaluator Program which requires City Bureaus to include at least one minority evaluator from the community to serve on the evaluation panels award- ing formal contracts; and manages the “We Are Better Together” outreach team responsible for event sponsorships, trade shows and organization memberships. Tiffani serves on the board of Bound for A Cure, Business Diversity Institute, Kairos PDX, and Oregon Native American Chamber. Tiffani enjoys mentoring young adults and helping others.

10:50 - 11:50 am START. Find the Money Santiam Ball Room 6 Charles Funches Mr. Charles Funches, MESO’s Loan Portfolio Manager, brings with him an extensive banking and non-profit background and experience. Mr. Funches began his professional career 23 years ago as a bankcard credit/collections specialist with nationally known and local credit card servicing companies and consumer lenders. He later worked with Bank of America, Wells Fargo and Merrill Lynch in the areas of credit analysis, lien verification/ collections, consumer and business underwriting, portfolio risk management and direct and in-direct consumer and business lending. At MESO, Mr. Funches is responsible for business development client services, loan portfolio management and origination of loan products and related services. Lynn Meyer Lynn Meyer provides leadership, vision, strategic direction and financial and operational management for all aspects of Community LendingWorks’ programs. As Director, Lynn underwrites, presents and reports on all loans to the Credit Committee and Board of Directors; cultivates relationships with borrowers, and manages the loan portfolio. Prior to joining CLW, Lynn was VP of Lending & Financial Education for a CDFI credit union in Eugene, OR. He managed all lending and credit union staff, financial education programs, and insurance and collection activity. Lynn developed the credit union’s loan policies, managed the organization’s growth and development programs, and implemented successful mortgage and small business lending programs. Ben Misely Ben Misley is a Small Business Lender at Mercy Corps Northwest, where he works with small businesses who are not able to access traditional capital through banks. Previously, he worked for Key Bank in a number of roles, ultimately helping to open a new branch in Southeast Portland as part of their local expansion. From there, he transitioned to Mercy Corps Northwest to manage the Individual Development Account (IDA) program, where entrepreneurs save money, participate in classes and advising, complete a business plan, and get matching funds to purchase equipment for their business. Ben is an alumni of Oregon State University, holding degrees in Finance, Management and International Business. Ben is an active Board Member for Ncompass, a non profit dedicated to serving and supporting an orphanage in Haiti as well as youth mobilization and development work in the USA.

15 Speaker/Presenter Biographies

David Parker David Parker is a life-long Oregonian. He was born in Eugene, raised in Silverton, attended University in Newberg, and now resides just outside of Salem. David holds the position of Business Finance Officer at Business Oregon and spent almost ten years in private commercial lending prior to joining the State in 2014. David has worked primarily in the Mid-Willamette Valley Region for Business Oregon and has experience with all of Business Oregon’s Finance Programs. He has presented Business Oregon’s finance programs at multiple events and readily supports commercial finance education at all levels.

John Saris John Saris is the Business Services Section Manager for the Oregon Business Development Department (Business Oregon). The Business Services Section administers programs that provide technical assistance (finance, marketing, operations, turnarounds, restructurings, feasibility studies, etc.) and financial assistance (loans, loan guarantees, private activity bonds) to Oregon’s small businesses with specific emphasis on projects that have business development, job creation and job retention opportunities.

Gabe Silva Gabe Silva has been employed as a Small Business Services Coordinator for the Oregon Business Development Department (Business Oregon) since June of 2008 and his responsibilities include contract management of the Small Business Development Center Network (SBDCN), and the Government Contract Assistance Program (GCAP). He also manages the Business Retention Services Consultation Program which incorporates and connects business consultants with small business owners experiencing severe business challenges.

10:50 - 11:50 am SUSTAIN. Show me the Money Santiam Ball Room 4 & 5 Marin Arreola Marin Areola is owner and president of Advanced Economic Solutions Inc., located in Salem, Oregon. He has over 20 years of experience developing and implementing economic, business, health and workforce development programs that better serve culturally and socially diverse communities in Oregon and California. Marin has worked with the MODA Health, OHSU, FamilyCare Health, City of Salem, Hoffman Construction, Oregon Health Authority, Salem Hospital, Willamette Valley Medical Center, Oregon Business Development Department, Microsoft, City of San Jose, Governor’s Office of Business & Equity to name a few. Marin is energetic and passionate about developing and implementing many culturally and linguistically diverse health programs that lower disparities in health with diverse communities. He developed and implemented an evaluation model known as “Social Return on Investment” to effectively measure the success of health, economic and workforce development programs that focused on diverse communities. Additionally, Marin has served in many commissions and boards that seek to better serve culturally and socially diverse communities in Oregon and California.

16 Speaker/Presenter Biographies

Noah Brockman Noah Brockman leads OSBDCN’s Capital Access Team (CAT), the group that provides strategic business advising to SBDC clients statewide on access to capital, business planning and financial analysis. Over the years he has worked with hundreds of small business owners on business planning and capitalization – helping to secure over $30 million dollars in capital. For more info, please visit BizCenterCAT.org

Matt Rutter As the loan officer for the Oregon Association of Minority Entrepreneurs, Matt Rutter is well versed in best practices of technical assistance for women and minority-owned small TriMet is proud to be a community businesses. Matt previously worked inpartner the financial in economic industry empowerment sector in for various regions of the country. Matt’s passion for small businessesDisadvantaged provides Business a perfect Enterprises match for his role as the Director of Programs & Marketing. He(DBEs) holds and a Bachelor’ssmall businesses in Marketing owned from the University by women and people of color. of Oregon and specializes in personalized technical assistance, business assessments, marketing strategies and loan processing for OAME’s nationally ranked access to capital program.

Larry Trujillo Larry Trujillo is the Director of Financial Oversight for the Office of Small Business Develop- ment Centers in the Small Business Administration Office of Entrepreneurial Development. trimet.org/equity He has wide ranging private industry experience, domestic and international, in entrepreneurial and change management, executive coaching, and banking and finance at Bank of America, Instituto Bancario San Paolo di Torino, and others. Mr. Trujillo’s expertise includes managing, consulting and collaborating with companies, organizations, financial institutions and government agencies to deliver value-driven solutions, developing and mentoring leadership and staff in sound operations standards and practices, and defin- ing and resolving resource and liquidity opportunities. He also has served on many boards and commissions, including Los Angeles Minority Business Opportunity Council, Asian Pa- cific Revolving Loan Fund Board, California Association for Micro Enterprise Opportunity, and California Technology, Trade and Commerce Agency Small Business Development Center Board.

trimet.org/equity

TriMet is proud to be a community partner in economic empowerment for Disadvantaged Business Enterprises (DBEs) and small businesses owned by women and people of color.

17 Speaker/Presenter Biographies

10:50 - 11:50 am Thrive. Show Me More Money Croisan Creek Room A & B Scott Bossom Scott Bossom is a lifelong Oregon resident – born, raised and still living in NE Portland with his wife and three kids - and has a 20+ year career in the finance/lending industry covering a wide range of roles. Prior to joining the SBA as a Lender Relations Specialist in February 2011 Scott was the Credit Administrator for a small, mission oriented community bank in Portland that had a focus on small business. Through all of his positions Scott has gained a strong appreciation and passion for small business and the impact it has on our overall economy. Scott enjoys being a resource for lenders, community/economic development professionals and current/prospective business owners in helping navigate what can be a daunting process for some – capital access. Due to Scott and the Lender Relations teams outreach and support to the business lending community – the Portland District has realized record loan volumes since 2011 including exceeding $500 million in loans supported for the first time ever in the 2016 FY.

Laura Engstrum Laura Engstrom is a Business Finance Officer with Business Oregon. Laura covers Coos, Curry, Douglas, Jackson, Josephine, Klamath and Lake Counties for the business finance team. Laura has also served as a Business Development Specialist for the Department in Marion, Polk and Yamhill Counties. Prior to coming to Business Oregon Laura was in the banking, investment and finance industry for over 20 years. She holds a degree in Anthropology from Portland State University.

Ana Inclan Ana Inclan joined Craft3 in 2012 and brings ten years’ experience in business lending, underwriting and providing technical assistance to small businesses. Prior to joining the Craft3 team, Ana was a Business Lender at the Portland Development Commission, and an Auditor with PricewaterhouseCoopers. She received B.A. and Masters of Accounting degrees from the University of Oregon, where she co-founded the student Sustainable Business Group.

Daniel Jackson Daniel Jackson is the Small Business Programs Manager for the Oregon Department of Transportation where he oversees the Emerging Small Business, Disadvantaged Business Enterprise, and other certification programs and outreach efforts. In this role, he helps small businesses navigate the different channels within ODOT and connect with contracting opportunities. Daniel received his Bachelor’s degree from Cornell University and has worked in a variety of roles within the private and non-profit sectors to help build opportunities for Oregonians. Whether you are interested in doing business with ODOT for the first time or looking to find new opportunities, contacting Daniel is the first step.

18 Speaker/Presenter Biographies

12:00 - 1:15 pm Luncheon Remarks Willamette River Room Kate Brown, Governor Kate Brown, Oregon’s 38th Governor, has over 25 years of experience in standing up for working families and making government more accountable. Oregon companies have more students graduating with job- ready skills through doubling career and technical education (CTE) and science, technology, engineering, arts and math (STEAM) education funding. As a leader who has always been on the side of working Oregon families, Brown successfully helped pass Family and Medical Leave, making Oregon one of the first states in the nation to allow parents to stay home with their sick children without fear of losing their jobs. And she supported passage of the nation’s first minimum wage increase law to recognize economic differences region to region. From 2009 to 2015, Brown served as Oregon’s Secretary of State, where she was a leader in increasing government transparency and accountability. In that office, Brown oversaw an Audits Division that identified millions in savings by increasing government efficiencies and rooting out waste. She streamlined business registration and licensing by implementing Business Xpress, an online ‘one-stop shop’ that enables business owners and entrepreneurs to establish and run a business in Oregon without getting bumped around from state agency to state agency. As Governor, she has appointed a Regional Solutions team that has been effective in bringing state and local officials together with businesses to streamline projects around the state. Brown grew up in Minnesota and earned her undergraduate degree from the University of Colorado- Boulder. Kate came to Oregon to attend Lewis and Clark’s Northwestern School of Law, where she received her law degree and Certificate in Environmental Law. With her husband Dan, Brown raised Dan’s son and daughter, who are now grown, in Portland. When Brown is not busy at the Capitol in Salem, you’ll find her horseback riding or hiking. In February of 2015, Brown and her husband moved into the official residence, Mahonia Hall.

19 Speaker/Presenter Biographies

Osvaldo “Ozzie” González, CH2MHILL Ozzie’s experience over the last 16 years includes a background in both architecture and environmental science with a specialty in the design of human environments. As Sustainability Practice Lead for CH2M, Ozzie works with project teams to eliminate waste, optimize resource use, and design environments that promote human health and productivity. From material health standards and bio-phillic design principles to thermal comfort zoning and smart controls, Ozzie integrates across disciplines to identify key performance metrics and develop the best solutions for a project’s long term success.

Greg Smith, State Representative Representative Greg Smith, serving District 57 since January 2001, has a Bachelor of Science in Liberal Studies from Eastern Oregon University and a Master’s Degree in Business Administration. As a small business owner, he actively promotes economic expansion, diversified employment opportunities, job creation, and community development. Rep. Smith currently serves as the Officer to the Board for Morrow Development Corporation, a private partnership with the Port of Morrow which provides financial management assistance for business development projects. He also serves as the contract director of the Small Business Development Center at Eastern Oregon University. In addition to service on state and regional economic development organizations, Rep. Smith’s legislative committee assignments include: Governor’s Small Business Cabinet, Co-Vice Chair of the Joint Ways and Means Committee, Co-Chair of the Joint Ways and Means Sub-Committee on General Government, and Chair of the House GOP Caucus Budget Committee.

Janelle Bynum, State Representative The daughter of teachers, Janelle believes that education is the key to a better, safer world. As a young woman, she earned scholarships and put herself through school, obtaining her Bachelor’s degree in Electrical Engineering and her Master’s degree in Business Administration. Janelle and her husband, Mark, live in Happy Valley with their four children. Janelle operates her family’s small business, running four restaurants in our community. In her restaurants, Janelle enjoys mentoring her employees, providing scholarships to continue their education, and encouraging them to dream big. She is the State Representative for House District 51 in Oregon, which includes the communities of East Portland, Happy Valley, North Clackamas, Damascus, Boring, and Gresham.

Chuck Bennett, City of Salem Mayor Mayor Chuck Bennett served as city council president and chaired several city prior to taking office as Mayor in January 2017. He has served on the Salem Public Library Board, Cultural and Tourism Promotion Advisory Board, Budget Committee, and Planning Commission. A 50 year resident of the Salem area and 1970 Willamette University graduate, Mayor Bennett is originally from Spokane Valley, Washington. Professionally, he is a government affairs representative for public school leaders and formerly was a newspaper reporter and editor and member of the Oregon House of Representatives. He is married to Cherie and has one daughter and two granddaughters.

20 Speaker/Presenter Biographies

William Mitchell, Merchant Concepts “Helping make the best merchants better!” That’s the established fundamental principle behind William (Bill) Mitchell’s company, Merchant Concepts, Inc., and reflective of his own belief and value system. Recognized as a powerful partner amongst Oregon’s leading companies, Merchant Concepts maintains the lowest attrition in the payments industry, retaining their average client relationship for over 15 years. “I have dedicated the past 20 years of my life to expanding my knowledge of merchant practices from small to large and across multiple industries. We strive to be the voice of merchants to the payment processing industry, and to bridge the gap between vendors and the merchants whom I represent.” Bill’s team specializes in coaching their clients to process cost-effectively, reduce fraud, and generate additional revenue with strategic support of key vendors and the use of the most advanced technology available. Serving on SEI’s board of directors and VeriFone’s Advisory board, while also mentoring up-and-coming business professionals, William believes sharing and passing along the his knowledge and wisdom is not only ordained but necessary.

Tobias Read, State Treasurer Tobias Read understands that financial empowerment, wise investments, and sound management are foundational to the quality of life and economic opportunities for Orego- nians. His career has included work in the public sector in the U.S. Treasury and private sector at Nike, Inc., as a liaison between designers, engineers and manufacturing units. In 2006, Read was elected to the Oregon House of Representatives, where he chaired the House Committee on Transportation and Economic Development and the House Commit- tee on Higher Education, Innovation and Workforce Development. He also served on the House Revenue Committee and Joint Committee on Ways and Means. Read led efforts to promote infrastructure projects using innovative public-private partnerships and was a chief sponsor of the Oregon Investment Act, which streamlined Lottery investments in promising Oregon startups. He earned his bachelor’s degree from Willamette University and his MBA from the Michael G. Foster School of Business at the University of Washington. He has been a volunteer for Start Making a Reader Today (SMART), a youth sports coach, a member of the Willamette University Athletic Director’s Advisory Board, and a founding board member of Hoopla, Oregon’s largest three-on-three charity basketball tournament. Read lives in Beaverton with his wife, Heidi Eggert, and their two children.

1:30 - 4:30 pm Get the Word Out Willamette River Room Whitney Cox, Google Whitney Cox is a Marketing Manager on Google’s SMB Outreach team. She’s been speaking for Google since 2011, appearing at hundreds of events, training thousands of small businesses across the globe on how to grow their business using online tools. She also hosts virtual trainings, like Friday 15: Small Business Tips, Google’s series to help small business succeed online in 15 minutes or less. She’s a contributor on the America’s SBDC Biz Blog, and frequently appears on livestream events hosted by Google’s social media channels. She is a graduate of the University of Iowa.

21 ® TriMet is proud to be a community partner in economic empowerment for A diverse team is a Better Team Disadvantaged Business Enterprises Skanska is an equal opportunity employer committed to developing an (DBEs) and small businesses owned inclusive workforce and fostering business partnerships that reflect the by women and people of color. diversity of the communities in which we live.

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GM-Port2017-Ad-fnl.indd 1 2/27/17 9:16 AM OREGON LOTTERY trimet.org/equity Helping consumers, workers, and businesses GOOD. BUSINESS. in the areas of: At Oregon Lottery, we believe that diversity is • Finance and insurance • Workers’ simply good business. It helps us create strong compensation and collaborative relationships with our business • Workplace health and safety • Building safety partners and communities. It opens us up to 440-5187 (2/17/COM) new ideas and opportunities. It is at the very www.dcbs.oregon.gov heart of our Corporate Social Responsibility Program, which we call Good. Business.

Please visit our booth at the 2017 Governor’s trimet.org/equity Marketplace Conference and let’s talk about your business and ours.

TriMet is proud to be a community partner in economic Good. Business. oregonlottery.org empowerment for Disadvantaged Business Enterprises (DBEs) and small businesses owned by women and people of color.

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22 OREGONIANS ARE GETTING MORE FROM THEIR ENERGY Thanks to 2,300 allies working with Energy Trust of Oregon.

Visit www.energytrust.org or call us at 1.866.368.7878. The Oregon Department of Education fosters equity and + excellence for every learner through collaboration with Serving customers of Portland General Electric, educators, partners and communities. Pacific Power, NW Natural, www.oregon.gov/ode | twitter.com/ORDeptEd Cascade Natural Gas and Avista.

e have Let’s get down to business programs to assist you if Tap into contracting opportunities for minority- W owned, woman-owned, service-disabled you are an: veteran-owned and emerging small businesses.

Metro awards millions of dollars in contracts for products and services each year. Find out how your company can get in • Emerging Small the game and compete for contracts to serve Metro facilities – from the Oregon Zoo to the Portland Expo Center. Business If you operate a minority-owned, woman-owned, service- disabled veteran-owned or emerging small business, Metro • Disadvantaged wants to help you grow. Business Enterprise • Woman-Owned Business • Minority-Owned Business Contact Metro procurement staff at [email protected]

Call us. ODOT’s Follow Metro contract opportunities at Office of Civil Rights, orpin.oregon.gov Workforce Development and Small Business Support (503) 986-4350

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The Oregon Department of Transportation is committed The Oregon Youth to helping Oregon small businesses thrive. Authority’s mission is to Our programs offer training, mentorships protect the public and reduce crime by holding and critical guidance on how to work youth offenders with state government. Find out more... accountable and providing and start growing your business today! opportunities for reformation in safe environments. www.odotsmallbusinesssupport.com

23 Proud Sponsor of the 2017 Governor’s Marketplace Conference

Web • Print • E Blast • Public Notices • Bids & Sub Bids Oregon’s best source of local business and construction trade news.

Pamplin Media Group’s Business Tribune offers insightful and actionable B2B content that provides local businesses the information they need to succeed.

BusinessTribune Part of the Pamplin Media Group family of newspapers www.biztribmarketing.com Special Acknowledgement

GOVERNOR’S MARKETPLACE PLANNING COMMITTEE Serena Stoudamire Wesley, Office of Governor Kate Brown

Eloisa Miller, Office of Governor Kate Brown

Cathy Clark, Office of Governor Kate Brown

Carrie Hulse, Business Oregon

Gabe Silva, Business Oregon

Dee Edwards, Government Contracting Assistance Program

Daniel Jackson, Oregon Department of Transportation

Jay Jackson, Department of Administrative Services

Kelly Stevens-Malnar, Department of Administrative Services

Marin Arrerola, Salem Capitol Connections

Ruth Miles, Secretary of State

Tyler Francke, Oregon Department of Veterans Affairs

Cheryl Myers, Higher Education Coordinating Committee

GOVERNOR’S MARKETPLACE VOLUNTEERS Kelli Rodrigues, Department of Human Services

Marta Clifford, Government Contracting Assistance Program

Amy Veliz, Department of Administrative Services

Andi Goehring, Department of Administrative Services

James Hughes, Department of Administrative Services

Gwen Sunken, Department of Administrative Services

Vickie Cochran, Department of Corrections

Bob Siegel, Oregon Department of Transportation Office of Governor Kate Brown Diversity, Equity and Inclusion/Affirmative Action 255 Capitol Street, NE Suite 126 Salem OR 97301 Office: 503.378.6833 http://www.oregon.gov/gov/policy/Pages/DEI_AA.aspx