OCTOBER 21 & 22 I X C E NTE R | C L E V E L A N DC O S E . O R G / S B C

2 0 0 9 C O S E S M A L L B U S I N E S S C O N F E R E N C E | C O S E . O R G / S B C

COSE, NOrthEaSt OhiO’S largESt Small buSiNESS SuppOrt OrgaNizatiON, strives to help small businesses grow and maintain their independence. Comprised of

more than 17,000 member companies – 75% of those with between 1 and 10 employees

– COSE has a long history of fighting for the rights of all small business owners, whether

it’s through group purchasing programs in health insurance, workers’ compensation,

payroll services or shipping, or advocating for specific changes in legislation or

regulation. COSE also produces more than 100 networking and business education

events each year – all focused on connecting our members to each other to increase

their productivity and sales.

The GreaTer Cleveland ParTnershiP, The Primary voiCe for businesses in Greater Cleveland, seeks to create jobs and improve the economic vitality of the

region. The Council of Smaller Enterprises is its small business partner. The GCP is the

largest private–sector economic development organization in Ohio and one of the

largest metropolitan chambers of commerce in the nation. On behalf of its more than

17,000 members, the GCP advocates with one voice; advances small business success;

accelerates economic inclusion; builds a high–impact, sustainable economic development

system; changes the face of Cleveland; strengthens global connections; and initiates a

demand–driven talent system. The GCP is a founder and proud supporter of the Cleveland

Plus marketing campaign.

to register for the conference and receive e–newsletter updates, visit cose.org/sBc. FOLLOW US ON FACEBOOK. SEARCH COSE SMALL BUSINESS CONFERENCE.

First COsE MEMbEr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FrEEFirst NON–COsE MEMbEr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$499EaCh additiONal attENdEE (COSE Or NON–COSE MEMbEr) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$75lOCal ChaMbEr OF COMMErCE MEMbEr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$99

Includes breakfasts, lunches, networking receptions and the COSE Ten Under 10 Awards.

2 0 0 9 C O S E S M A L L B U S I N E S S C O N F E R E N C E | C O S E . O R G / S B C

ChRIsTOphER GARDNER, INspIRATION fOR ThE fILm, The PursuiT of haPPyness Conquering grave challenges to become a successful entrepreneur, Christopher

will address the keys to overcoming obstacles and breaking cycles. Hear from

him firsthand and be inspired to achieve your full potential!

LIsA BRADNER, sOCIAL mEDIA EXpERT & CONTRIBuTOR TO GroundswellLisa Bradner is a preeminent researcher exploring brand strategies in a world

changed by technology. She will share her insights into current marketing trends

using social media and discuss using it to enhance the brand experience. Find out

how this new wave of media works and why it is vital to harness the power of social

media and put it to work for your business.

JOhN DIJuLIus, OwNER AND fOuNDER, JOhN ROBERTs sALON & spA AND ThE DIJuLIus GROupKnown as “the” authority on world–class customer experience, Cleveland’s own

John DiJulius is redefining customer service in corporate America today. Gain the

secrets to creating the ultimate customer experience and use them immediately to

better your business.

KE YNOTE SPEAKERS2 0 0 9 C O S E S M A L L B U S I N E S S C O N F E R E N C E

SCHEDULE AT A GLANCE

7:30 – 8:30 am

8:30 – 9:45 am

9:45 – 10:45 am

10:45 am – 12:00 pm

12:00 – 12:30 pm

12:30 – 1:45 pm

1:45 – 2:45 pm

2:45 – 4:00 pm

4:00 – 6:00 pm

7:30 – 8:30 am

8:30 – 9:45 am

9:45 – 10:45 am

10:45 am – 12:00 pm

12:00 – 1:00 pm

1:00 – 2:15 pm

2:15 – 2:30 pm

2:30 – 3:30 pm

3:30 – 4:30 pm

Registration and Continental Breakfast

Welcome/Keynote Speaker: John DiJulius, Owner, John Roberts Salon & Spa

Exhibit Hall Break

Concurrent Workshops

Exhibit Hall Break

Lunch and Keynote Speaker: Christopher Gardner, Inspiration for the Movie, The Pursuit of Happyness

Exhibit Hall Break

Concurrent Workshops

Exhibit Hall Break and FREE Networking Reception

Registration and Continental Breakfast

Keynote Speaker: Jennifer Bradner, Forrester Research/Contributor to Groundswell

Exhibit Hall Break

Concurrent Workshops

Lunch in Exhibit Hall

Concurrent Workshops

Break

COSE Ten Under 10 Awards

Awards Honoree Reception

DAy 1 – W E D N E S DAy, O C t O B E R 21, 2 0 0 9

DAy 2 – t h U R S DAy, O C t O B E R 2 2 , 2 0 0 9

DAy 1 – W E D N E S DAy, O C t O B E R 21, 2 0 0 9

These small business workshops are

designed to offer practical, intensive

and interactive information, strategies

and ideas that can be immediately

applied to your business.

NEOSA and Arts Network sessions

are open to anyone, but they are

specifically designed to enhance

network members’ experiences.

CONCURRENT WORKSHOPSS E L E C t O N E W O R kS h O p F O R E A C h t I M E S L O t.

10 :45am –12:0 0 pm 2:45pm – 4 :0 0 pm

SALES & MARKETING

No–Budget Marketing Room 7

Validating and Building your Marketing Strategy… The e–WayRoom 7

Today Everyone Has to SellRoom 13

Overcoming Gatekeepers to Get to Your Target ProspectRoom 8

Driving Traffic to Your Web SiteRoom 14

Using Customer Relationship Management (CRM) to Manage CustomersRoom 11

Hope is Not a Strategy… Building a Strategic PlanRoom 21

Shut Up and Listen – Keys to Savvy NetworkingRoom 13

Using Video to Communicate Your MessageRoom 24

Grow Your Business in a RecessionRoom 15

MONEY Tackle the Downturn – Adjusting Your Small Business Practices Room 15

Doing Business with the GovernmentRoom 14

Credit and Collections PracticesRoom 18

Protecting Your Intellectual Property and Making it ProfitableRoom 17

HUMAN RESOURCES

Workplace Investigative Process Room 17

Liability Issues from Hiring to FiringRoom 18

Taking your Employees to the Next LevelRoom 19

Workers’ Comp Open MicRoom 20

WC Mock Hearing – Claim Allowance with Temporary Total DisabilityRoom 20

Cost Effective Methods for Hiring Top TalentRoom 24

Successfully Managing and Growing a Family BusinessRoom 26

TECHNOLOGY Customer Relationship Management (CRM) Tools – Which One is Best for Your Business? Room 11

Virtual Office EffectivenessRoom 12

Online Security Risks: Protect Yourself from Everyday Threats on the InternetRoom 26

System Down – What to Do When Your Technology FailsRoom 19

PERSONAL & PROFESSIONAL DEVELOPMENT

Failure is Not an Option… But Success is a Choice! Room 8

Stress Prevention and Reduction in the WorkplaceRoom 21

De – clutter Your Life and WorkspaceRoom 12

SOCIAL MEDIA Twitter, Facebook and MySpace Demystified Room 16

How to Use Social Networking to Benefit Your BusinessRoom 16

SUSTAINABILITY Implementing Sustainability Practices Room 9

Practicing Sustainability in a Leased SpaceRoom 9

NEOSA Selling to the “C” LevelRoom 25

ARTS NETWORK

The Art of Entrepreneurship in Turbulent TimesRoom 5

Creative Arts PartnershipsRoom 5

2 0 0 9 C O S E S M A L L B U S I N E S S C O N F E R E N C E | C O S E . O R G / S B C

DAy 2 – t h U R S DAy, O C t O B E R 2 2 , 2 0 0 9

SALES & MARKETING

Effective Email Marketing CampaignsRoom 7

Lead Generation – Think Before You SpendRoom 7

Brand Smarter, Not HarderRoom 13

Tradeshows – Successful Sales and Marketing TechniquesRoom 8

High Performance Sales Strategies in this EconomyRoom 15

Media Attention – How to Get ItRoom 11

How to Make Your Small Business Look BigRoom 24

MONEY Could Investing in a Franchise be the Answer? Room 11

Estate/Succession/Retirement Planning for the Small Business OwnerRoom 17

Show Me the Money – Access to CapitalRoom 17

HUMAN RESOURCES

Igniting Leadership – Driving Success Room 8

Benefit Package – Too Much or Too Little for Your Small Business?Room 12

Motivating Your People Without Throwing Money at ThemRoom 14

New HR Policies Under the Obama AdministrationRoom 18

Workers’ Comp Open MicRoom 20

WC Mock Hearing – Additional Allowance with Substantial AggravationRoom 20

Implementing the New FMLA RegulationsRoom 26

Become a Talent Magnet – Finding and Keeping the Best EmployeesRoom 24

TECHNOLOGY Tips and Tricks for Microsoft Office Room 12

Free and Low Cost Tech ApplicationsRoom 14

Latest Technology Tools and GadgetsRoom 18

Keeping Your Information SecureRoom 21

PERSONAL & PROFESSIONAL DEVELOPMENT

Prioritizing Your TimeRoom 19

Discover the Hispanic MarketRoom 15

I Got the Business Card –Now What Do I Do?Room 21

How to Lead Effective Meetings that Get ResultsRoom 19

SOCIAL MEDIA Creating an Effective Online Presence Room 16

Social Media – Getting Over Your FearsRoom 16

SUSTAINABILITY Energy Efficiency for Small BusinessRoom 9

Waste Reduction and Recycling in the WorkplaceRoom 9

NEOSA Sales + Marketing = Business SurvivalRoom 13

ARTS NETWORK

Contract Basics for Creative Businesses and the ArtsRoom 5

Using Facebook and LinkedIn for the Benefit of Your Arts BusinessRoom 5

10:45am –12:0 0 pm 1:0 0 pm –2 :15pm

CAN’T CHOOSE jUST ONE? ALL OF THESE SESSIONS WILL BE POdCASTEd ANd MAdE AvAILABLE AT COSEMINdSPRING.COM AFTER THE CONFERENCE.

sOCIAL mEDIA LEARNING L ABStruggling to introduce your business to the wide world of social media? The experts in our Social Media Learning Lab can show you how to start marketing your company through popular social media channels. Stop by the lab during the conference and one of our experts will help you build one (1) social media profile for your business – a Facebook or MySpace page, a Twitter account, a LinkedIn profile, or a YouTube account.

NETwORkING RECEpTIONWednesday, October 21 | 4:30 – 6 p.m.

This free reception provides an opportunity to meet and socialize with your fellow conference attendees. Join us in the Exhibit Hall for food, music and networking with other small businesses in Northeast Ohio.

JOsEph–BETh BOOksELLERs BOOksTOREWednesday, October 21 | 9:45 a.m. – 4:30 p.m.Thursday, October 22 | 9:45 a.m. – 2 p.m.

Looking for the latest books to help motivate, challenge and energize your small business? Really enjoy one of our keynote speakers and want to read one of their books? Joseph-Beth will be on site to make those books readily available.

EXhIBIT hALLWednesday, October 21 | 9:45 a.m. – 4:30 p.m.Thursday, October 22 | 9:45 a.m. – 2 p.m.

More than 75 solution providers featuring the latest innovations for small businesses—all in one place! The Exhibit Hall is the official trade show of the 2009 COSE Small Business Conference. Explore products and services from a wide range of companies and connect with vendors and resources that will help grow your business.

mAkE ThE CONNECTION IN OuR CyBER CAféKeep in touch with your business in our Cyber Café. Check your email, download files or surf the net on one of our laptops located in the Café and keep connected.

COsE TEN uNDER 10 AwARDs2009 Ten Under 10 AwardsThursday, October 22 | 2:30 – 3:30 p.m. | Ballroom

Celebratory Networking ReceptionThursday, October 22 | 3:30 – 4:30 p.m.

CoNfErENCE HiGHLiGHTS

I T ’s T ImE TO CELEBRATE!COSE is committed to celebrating those entrepreneurs who are making an impact in the region and recognizing the many success stories within the small business community.

Each year, COSE’s Ten Under 10 Awards honors companies with 10 or fewer employees for their best practices in innovation, growth/success, value to the community and the environment, diversity promotion and customer service excellence. Join us as we celebrate the entrepreneurial spirit of Northeast Ohio’s rising small business stars. Cap off your 2009 Small Business Conference experience with a networking reception in honor of our winners immediately following the awards presentation.

WEDNESDAY, oCToBEr 21, 200910 : 4 5 A M –12 : 0 0 p M

No Budget MarketiNgtrack: Sales & Marketing | Level: intermediate

Small businesses always face the marketing paradox: not enough expertise to market yourself and not enough budget dollars to have someone else do it for you. If you have more time than money, put the strategies of shoestring marketing to work for you. This workshop will teach you how to understand the value of relationships, referrals and repeats. Know how to harness the power of the pen, the platform and the pro bono and appreciate the importance of new technology opportunities.

Phil Stella, Effective Training & Communications, Inc.

rooM 7

today everyoNe HaS to SeLL track: Sales & Marketing | Level: all Levels

Learn the most successful sales process. From knowing what it is you sell and what it’s value is, through prospecting and target marketing, networking, learning what to do when you are in front of your prospect and finally closing that deal.

diane Helbig, Seize This Day Coaching

rooM 13

driviNg traffic to your WeB Site track: Sales & Marketing | Level: intermediate

Learn the best techniques to get visitors to your site, including search engine optimization, sponsored advertising, key phrase development, content strategies and more. You will leave this session with the tools needed to implement an effective and searchable Web site.

andy Halko, Insivia Marketing & Web Design

rooM 14

HoPe iS Not a Strategy… BuiLdiNg a Strategic PLaNtrack: Sales & Marketing | Level: intermediate

The key to creating an integrated organization that is excellent at strategic development and deployment is following a process to ensure that everyone in the organization is working toward the same goals. This session will take your business through an activity that will help you in defining your organization’s vision, and then scoping out the necessary work for accomplishing this vision.

eric kurjan, Six Disciplines Ohio Group

rooM 21

uSiNg video to coMMuNicate your MeSSagetrack: Sales & Marketing | Level: intermediate

The days of static web pages and paper communication pieces are long gone. Promotional video is becoming more and more popular. People want to watch, not read messaging. Learn how you can create interactive, engaging and attention grabbing video to deliver your marketing messaging.

adam Lapsevich, Digital Design Video Productions, Ltd.

rooM 24

tackLe tHe doWNturN – adjuStiNg your SMaLL BuSiNeSS PracticeStrack: Money | Level: fundamental

Are your clients moving their businesses overseas? Is your marketplace more competitive? Have you experienced longer payment terms while dealing with less cash flow? Learn practical and creative ways to deal with the economic downturn, like engaging and empowering remaining employees to examine their practices with the objective of reducing waste, lowering costs and more.

gary Mann, CoreFocal Inc.

rooM 15

credit aNd coLLectioNS PracticeS track: Money | Level: fundamental

Reducing your receivables is one of the best ways to improve cash flow and increase profitability. This interactive presentation will help small companies learn how to collect their receivables more effectively.

robert Lurie, Javitch, Block & Rathbone

rooM 18

WorkPLace iNveStigative ProceSStrack: Human resources | Level: intermediate

Join this interactive presentation that will focus on the workplace investigative process. Specific areas that will be addressed include policy highlights, identifying inappropriate conduct, the investigation process and appropriate corrective action.

jack kluznik, Brian riley, dierdre Henry, and Hilary taylor, Weston Hurd LLP

rooM 17

takiNg your eMPLoyeeS to tHe Next LeveLtrack: Human resources | Level: advanced

To keep your workforce flexible and adaptable, you need to ensure your team develops the job skills necessary to meet these challenging times. Hear about effective coaching techniques, performance management, career and professional development and how to create an exit strategy for an underperforming employee.

emily Martin, EMM Consulting

rooM 19

Wc Mock HeariNg – cLaiM aLLoWaNce WitH teMPorary totaL diSaBiLitytrack: Human resources | Level: all Levels

Join COSE Compensation Services experts for a mock hearing on allowance and request for disability. This session will review the hearing process – from preparation to the actual arguments and decisions from the Hearing Officer.

calfee, Halter & griswold LLP and industrial commission of ohio

rooM 20

cuStoMer reLatioNSHiP MaNageMeNt (crM) tooLS – WHicH oNe iS BeSt for your BuSiNeSS?track: technology | Level: all Levels

This workshop will educate, engage and show the benefits of having and using a CRM system following the method of sell, sell more, sell more often and customer retention. This presentation will walk you through the process and give you specific examples of software products/costs, key areas and information to track, and ways to use that information in an automated fashion.

Steve krisfalusy, SJK Beringer Group, Inc.

rooM 11

oNLiNe Security riSkS: Protect yourSeLf froM everyday tHreatS oN tHe iNterNettrack: technology | Level: all Levels

Every small business owner is concerned about online security issues. Protection from spam and the everyday virus is vital to any office, but more dangerous threats loom around any click. With increased Internet usage and sharing of personal information, you are vulnerable to more expansive security problems. Learn how to combat these threats and keep your information secure.

Laura Hetrick, Time Warner Cable Business Class

rooM 26

faiLure iS Not aN oPtioN...But SucceSS iS a cHoice!track: Personal and Professional development Level: all Levels

What separates those that succeed from those that fall short? It’s simple – it’s the choices you make, it’s the thoughts you have, it’s the values you live, and it’s the actions you take. Learn 10 success secrets that will help you to achieve your personal and professional objectives. Success is never easy, but the tools you learn in this workshop will enhance your efforts and your results!

jeff Nischwitz, Think Again Coaching

rooM 8

de – cLutter your Life aNd WorkSPacetrack: Personal & Professional development Level: intermediate

The phone is ringing and you are running late for a meeting. The meeting file that was last seen atop your paperwork piles is nowhere to be found. You can’t find a pen and your stomach is in knots. Sounds familiar? This session is for you. Learn how to be better organized, calm and prepared as you take on your responsibilities each day.

chris Perrow, First Merit Bank

rooM 12

tWitter, faceBook aNd MySPace deMyStifiedtrack: Social Media | Level: fundamental

Twitter, Facebook and MySpace – heard all of these terms but don’t know how they apply to you? Leave with a basic understanding of how these new social media tools can help you communicate with current and potential customers.

ted janusz, Janus Presentations LLC

rooM 16

iMPLeMeNtiNg SuStaiNaBiLity PracticeStrack: Sustainability | Level: all Levels

This panel discussion will include an overview of sustainability topics and terminology, ways to save with sustainability, and access to capital, tax incentives and economic benefits for your business. We will also focus on how to be sustainable in the current economic environment, explain sustainability as “cost stabilization,” not just environmental stewardship, and the future of sustainability.

Lance traves, Labyrinth Management Group, Inc.Margie flynn, Brown Flynn Communicationsjeffrey Baldassari, The Taylor Companies and jessica davis, Cuyahoga Community College’s Green Academy & Center for Sustainability

rooM 9

SeLLiNg to tHe “c” LeveLtrack: NeoSa | Level: intermediate/advanced

Do you make it to those critical decision makers in an organization? How do they make decisions? How involved do they really get? And when should you try to see them during the sales process? You will learn tips on when and how to get to the “C” level and make the meeting worthwhile.

timothy r. corman, Weltman, Weinberg & Reis Co. L.P.A.kevin r. Weidinger, WECO Group Limited christine L. kuwamoto, Decision Pointand david Hunt,Skylight Financial Group

rooM 25

tHe art of eNtrePreNeurSHiP iN turBuLeNt tiMeStrack: arts Network | Level: all Levels

Turbulent times, uncertain futures, dramatic ups and downs, and dwindling resources – often, this is the life of the entrepreneur and the artist! Great artists have had the ability to ride the wave of tremendous challenge and setbacks straight through to spectacular success, often having huge influence and impact on the world around them. Join us for this dynamic session where entrepreneurs learn to leverage the “8 Tools of the Artist” in order to transform business challenges into powerful business results.

rasheryl Mccreary, TAO Leadership Development, Inc.

rooM 5

WEDNESDAY, oCToBEr 21, 20092 : 4 5 p M – 4 : 0 0 p M

vaLidatiNg aNd BuiLdiNg your MarketiNg Strategy…tHe e - Waytrack: Sales & Marketing | Level: intermediate

This session will get you thinking about all of the e-ways you can learn more about your customers and thus your marketing. Discover how you can use Web site analytics to learn what people do on your Web site, providing insight into unmet needs, other product niches, marketing messages, etc. Validate your products with current customers and learn how to evaluate the success of your e-marketing strategy.

kristy amy, OnMark Solutions

rooM 7

overcoMiNg gatekeePerS to get to your target ProSPecttrack: Sales & Marketing | Level: all Levels

The difference between an average performer and a top performer is not that they break through roadblocks better, it is that they have learned how to appreciate the role of a gatekeeper and discovered the best ways to communicate with them. This workshop will look at how you can overcome gatekeeper barriers, catapulting your business and career.

dennis Sommer, Executive Business Advisers

rooM 8

uSiNg cuStoMer reLatioNSHiP MaNageMeNt (crM) to MaNage cuStoMerS track: Sales & Marketing | Level: intermediate

Understand how you can use a customer relationship management system to manage current and prospective customers. This session will help you understand how you can get your team on board to use a system, monitor results and create a solid prospecting strategy.

Patrick dilullo, The Brainpound LLC

rooM 11

SHut uP aNd LiSteN – keyS to Savvy NetWorkiNgtrack: Sales & Marketing | Level: all Levels

This interactive session will show you how NOT to network and will share a powerful, lasting message. Learn the right way to network, attend events and make a lasting impression.

christine Zust, Zust & Company

rooM 13

groW your BuSiNeSS iN a receSSioNtrack: Sales & Marketing | Level: all Levels

As you consider your circumstances and recognize that your business life must continue, what can you do to grow and save your businesses during these times? In this session, learn specific strategies to grow your business during this recession.

andy Birol, Birol Growth Consulting

rooM 15

doiNg BuSiNeSS WitH tHe goverNMeNttrack: Money | Level: intermediate

The federal government is currently spending billions of dollars in contracts to small companies as well as large. Learn the ins and outs of government procurement. This workshop will review the procurement process, business certification, proposal preparation and what happens once you get the bid.

Lonnette Bryan, GSA Federal Solutions, Inc.

rooM 14

Protect your iNteLLectuaL ProPerty aNd Make it ProfitaBLetrack: Money | Level: intermediate/advanced

Learn how to use provisional patents as an inexpensive means of protecting new technology, why trademarks can be your most valuable asset and what copyrights protect and how you can register them yourself.

Howard cohn, Howard Cohn & Associates Law Group

rooM 17

LiaBiLity iSSueS froM HiriNg to firiNgtrack: Human resources | Level: all Levels

The workplace today is full of constantly changing rules and regulations. There are very specific steps every business owner should take to protect themselves and their business. This presentation will arm you with knowledge you need to know about business liability issues. Leave with detailed information and ways to help prevent you and your business from being sued.

tim dimoff, SACS Consulting & Training Center, Inc.

rooM 18

WorkerS’ coMP oPeN Mictrack: Human resources | Level: all Levels

Come to our open panel discussion and get the answers to your biggest workers’ compensation issues and questions. Learn the difference between what an MCO and TPA do, when and why Independent Medical Evaluations/File Reviews may be necessary, what to expect at a hearing, and many other hot topics from small businesses.

calfee, Halter & griswold LLP,1-888-oHiocoMP andcoSe compensation Services

rooM 20

coSt effective MetHodS for HiriNg toP taLeNt track: Human resources | Level: intermediate

Hiring top performers requires the right process to make an informed decision. Find out why “traditional” hiring methods aren’t effective, and what hiring practices actually identify better people. Learn how to conduct a winning interview, what really determines someone’s success in a job, what to consider for background checks, how to determine the “true” cost of turnover and more!

joe davenport, Workforce Designs

rooM 24

SucceSSfuLLy MaNagiNg aNd groWiNg a faMiLy BuSiNeSStrack: Human resources | Level: intermediate

Family businesses can be very rewarding. However, managing family personalities, family ties and the demands of a business can be overwhelming. This interactive workshop is designed to help owners and managers of family businesses recognize and navigate the unique issues they face.

joel rathbone and kim rathbone, Javitch Block & Rathbone

rooM 26

virtuaL office effectiveNeSStrack: technology | Level: all Levels

Learn how to set up, mange, and create a successful virtual office. This seminar will review necessary equipment and services needed to get a virtual office up and running, creating the image of a larger company and effectively collaborating with clients and/or employees in a virtual environment.

jim conley, Datacore Consulting

rooM 12

SySteM doWN – WHat to do WHeN your tecHNoLogy faiLStrack: technology | Level: all

Hardware failures, malware/virus infections, corrupted files and system malfunctions always seem to occur just before a major deadline for your largest client. How can you turn your computer technology from an untimely obstacle into a competitive edge? This session will address issues related to cost effective solutions that minimize downtime, improve productivity and give you an advantage over your competition.

jay Mellon, AtNetPlus, Inc.

rooM 19

StreSS PreveNtioN aNd reductioN iN tHe WorkPLacetrack: Personal & Professional development Level: all Levels

Different facets of our business day bring different types of stress. Learn how to assess how much of your stress is self-imposed rather than externally imposed. This session includes a self-assessment of your levels of perfectionism and procrastination and a differentiation from your personality type.

carol Ball, C.J. Hendry & Associates, Inc.

rooM 21

HoW to uSe SociaL NetWorkiNg to BeNefit your BuSiNeSS track: Social Media | Level: intermediate

Learn how to use social networking to develop new sales and marketing tactics for your business. This session will provide a definition and overview of social networking and give examples of how successful companies are incorporating social media tools into their marketing campaigns.

Misty fry, thunder::tech

rooM 16

PracticiNg SuStaiNaBiLity iN a LeaSed SPacetrack: Sustainability | Level: all Levels

Learn how going green can benefit both tenants and building managers, low and no-cost projects, utilities, recycling and waste removal, repairs and improvements, and more.

Mario fazio, Peter Brosse, Bryan dardis, Meyers, Roman, Freidberg & Lewis and jessica davis, Cuyahoga Community College’s Green Academy & Center for Sustainability

rooM 9

creative artS PartNerSHiPStrack: arts Network | Level: all Levels

The relationship between an artist and business can be mutually beneficial. Learn creative ways you as an artist can work to develop these relationships, how to create a win–win situation and how to leverage these relationships to grow your arts business.

joan Perch and christy gray,RED DOT Project

rooM 5

THUrSDAY, oCToBEr 22, 200910 : 4 5 A M – 12 : 0 0 p M

effective eMaiL MarketiNg tacticS track: Sales & Marketing | Level: intermediate

Review tips and tricks for the best email marketing campaigns. Learn best practices for design and content, how to use email marketing services, how to avoid the spam bucket and how to get your email opened.

john Hornyak, X2Media, LLC

rooM 7

BraNd SMarter, Not Harder track: Sales & Marketing | Level: all Levels

Learn what is required to build and maintain a brand identity for your business. This session will teach you the brand platform, how to start small and think big and review the new meaning of a brand.

david Moss, Boondock Walker

rooM 13

HigH PerforMaNce SaLeS StrategieS iN tHiS ecoNoMytrack: Sales & Marketing | Level: all Levels

Whether your sales force is one person or a team of many sellers, it’s important to implement solid strategies that spell out specific tactics and the metrics for how they’ll be measured. Learn how the development of a sales strategy with specific step-by-step plans for execution can enhance your sales efforts and dramatically increase your business performance.

christine Stadler, Business Development Solutions, Inc.

rooM 15

HoW to Make your SMaLL BuSiNeSS Look Bigtrack: Sales & Marketing | Level: intermediate

Learn how to use cost effective marketing and sales automation tools to increase slaes and compete effectively against bigger companies for name recognition and market share.

Steve Lippock, HarvestGold & Salesforce.com

rooM 24

couLd iNveStiNg iN a fraNcHiSe Be tHe aNSWer?track: Money | Level: all Levels

Are you looking to take a new entrepreneurial path? Franchise ownership is a popular option and it could be the ticket to more freedom and control in your life, not to mention a way to build equity.

joel Libava, Franchise Selection Specialists Inc.

rooM 11

SHoW Me tHe MoNey – acceSS to caPitaLtrack: Money | Level: all levels

This workshop will provide an overview of all financing options available to small businesses, including bank, SBA lending, government and foundation loans, grants and alternative/creative sources. This includes newly available funding as a result of the stimulus plan from Uncle Sam.

john doucette, Westlake Capital Group kate kerr, Fifth Third Bank jim Herron, Cuyahoga County Department of Development and Nancy jazwa, Star Financial

rooM 17

igNitiNg LeaderSHiP – driviNg SucceSStrack: Human resources | Level: all Levels

Leadership is the art of coaching others in the development of attitudes, skills, knowledge, vision-focused goals and action that lead to positive behavior change and results. Igniting a culture of leadership within your organization drives your success and your future!

roxanne kaufman, ProLaureate

rooM 8

MotivatiNg your PeoPLe WitHout tHroWiNg MoNey at tHeMtrack: Human resources | Level: all Levels

Learn how to identify, select and implement effective employee training programs and methods that motivate people, improve performance and increase morale and productivity without money incentives.

Mark Mizenko, Consultant

rooM 14

WorkerS’ coMP oPeN Mictrack: Human resources | Level: all Levels

Come to our open panel discussion and get the answers to your biggest workers’ compensation issues and questions. Learn the difference between what an MCO and TPA do, when and why Independent Medical Evaluations/File Reviews may be necessary, what to expect at a hearing, and many other hot topics from small businesses.

calfee, Halter & griswold LLP,1-888-oHiocoMP andcoSe compensation Services

rooM 20

iMPLeMeNtiNg tHe NeW fMLa reguLatioNStrack: Human resources | Level: intermediate

The new regulations published by the Department of Labor this past January require employers of 50 or more to revise their medical and family leave policies, change their procedures for obtaining supporting medical documentation and provide for military–related FMLA leave. This session will provide important, practical advice for covered employers to comply with the new FMLA regs and to address leave–related issues arising in the workplace.

john r. cernelich, Calfee, Halter & Griswold LLP

rooM 26

tiPS aNd trickS for MicroSoft officetrack: technology | Level: all levels

This seminar is loaded with tips and shortcuts that will significantly increase your level of productivity in Microsoft Word, Excel and Outlook.

Patti Luchsinger, Professional Educators

rooM 12

LateSt tecHNoLogy tooLS aNd gadgetStrack: technology | Level: all Levels

This session will provide an overview of current products and trends. Learn how to maximize productivity and efficiency with new technologies. We will also delve into the future of technology hardware and what’s to come.

tina Hamrick, SJK Beringer Group, Inc. Michael Pope,Audio Video Interiorsand Laura Legget,DataVoice Connect

rooM 18

PrioritiZiNg your tiMetrack: Personal & Professional development Level: all Levels

The lack of quality time is often a problem for small business owners. Upon examining your workload, there are often areas that can be pinpointed as the reasons for overload and thus resolved through better planning and strategy. Learn the importance of having a clear vision and plan, following the 80/20 rule and having a system to determine what is most important.

joe Mayer, Mayer Business Group LLC

rooM 19

i got tHe BuSiNeSS card – NoW WHat do i do?track: Personal & Professional development Level: intermediate

You went to the networking event, met new people and got lots of business cards for potential business – now what? Learn how to devise a follow-up strategy and how to develop it, when to follow-up with a contact, and how to effectively follow-up with that contact. You will also find out how to promote a contact to a “business friend,” a customer, or a referral source.

Will Limkemann, Siqua Group Limited

rooM 21

creatiNg aN effective oNLiNe PreSeNcetrack: Social Media Level: fundamental/intermediate

Learn the importance of a credible and complete online presence that ties into your marketing initiatives and campaigns. This session will educate you on the online tools available to enhance your marketing efforts including Web sites, company blogs, e-newsletters, e-mail marketing and widgets.

alexa Marinos, thunder::tech

rooM 16

eNergy efficieNcy for SMaLL BuSiNeSStrack: Sustainability | Level: all Levels

Learn how to improve your energy bottom line. This session will present justifiable energy efficiency projects and discuss incentive programs (utilities and tax incentives). In addition, you will learn about the triple bottom line and the benefits of going green, be introduced to LEED certification and be presented with a case study.

Louis cerny, Sedlak Management Consultants and jessica davis, Cuyahoga Community College’s Green Academy & Center for Sustainability

rooM 9

coNtract BaSicS for creative BuSiNeSSeS aNd tHe artStrack: arts Network | Level: all Levels

Contracts, licensing, copyright and partnerships are all terms you hear so often as an artist creating specialized work. Learn how to address legal issues in dealing with clients, what constitutes a binding contract of agreement and how to ensure the internet does not damage the value of your work.

todd Masuda, Schneider, Smeltz, Ranney & LaFond P.L.L.

rooM 5

THUrSDAY, oCToBEr 22, 20091: 0 0 p M – 2 :15 p M

Lead geNeratioN – tHiNk Before you SPeNd track: Sales & Marketing | Level: all Levels

Various lead generation options, including direct mail, cold calling, advertising, PR, and Web-based initiatives, will be reviewed. As a result, you will be able to choose the best and most cost-effective options to grow your business with your desired targets.

carol Staiger, Vantage Point Enterprises

rooM 7

tradeSHoWS – SucceSSfuL SaLeS aNd MarketiNg tecHNiqueStrack: Sales & Marketing | Level: all Levels

Tradeshows can help drive dramatic business growth if executed correctly. Unfortunately, many organizations don’t properly plan and execute and tradeshows end up a cost center instead of a profit center. Learn how to handle pre-tradeshow marketing, tradeshow setup, sales team support, tradeshow management and follow-up to increase your tradeshow success.

dennis Sommer, Executive Business Advisers

rooM 8

Media atteNtioN – HoW to get ittrack: Sales & Marketing | Level: intermediate

Seeing your story in the news requires more than sending a press release. Effectively communicating to the media makes the difference between reading your story and never getting a call returned from the media. Learn to effectively and creatively communicate to prospects, clients and the media.

rob felber, Felber & Felber Marketing

rooM 11

eState/SucceSSioN/retireMeNt PLaNNiNg for tHe SMaLL BuSiNeSS oWNer track: Money | Level: intermediate

You’ve spent a lifetime building your business – now find out how to continue to benefit from your business after you stop working in it. Also, learn financial planning strategies you should put into place early on to get the most out of your succession strategy.

david Minich, Applied Financial Concepts, Inc. and Mario fazio, Meyers Roman Friedberg & Lewis

rooM 17

BeNefit Package – too MucH or too LittLe for your SMaLL BuSiNeSS?track: Human resources | Level: intermediate

Identify the best benefits for your business by partaking in this comparison of “bundled” benefit packages offered by small businesses. Weigh the benefit and pitfalls of outsourcing various HR services such as: payroll, 401K’s, etc.

christopher okeson and kenneth okeson, Busha – Okeson Insurance

rooM 12

NeW Hr PoLicieS uNder tHe oBaMa adMiNiStratioNtrack: Human resources | Level: all Levels

This session will provide an update on new regulations that affect both the workplace and employees within a small business today. Learn about the current state of the law and how President Obama will change and reform Immigration Laws making it easier for employers to hire the workforce they need.

Lori Pinjuh and jason Lorenzon, Margaret W. Wong & Assoc. Co., LPA

rooM 18

Wc Mock HeariNg – additioNaL aLLoWaNce WitH SuBStaNtiaL aggravatioN track: Human resources | Level: all Levels

Join COSE Compensation Services experts for a mock hearing on allowance and request for disability. This session will review the hearing process – from preparation to the actual arguments and decisions from the Hearing Officer.

calfee, Halter & griswold LLP and industrial commission of ohio

rooM 20

BecoMe a taLeNt MagNet – fiNdiNg aNd keePiNg tHe BeSt eMPLoyeeStrack: Human resources | Level: all Levels

One of the biggest challenges facing businesses today is making a team a winner and then keeping everyone around to become even better. With a looming improvement in our economy and pent up hiring demand, find out what you should do now to retain your employees.

kenyon Mau, Human Capital Advisors

rooM 24

2 0 0 9 C O S E S M A L L B U S I N E S S C O N F E R E N C E | C O S E . O R G / S B C

free aNd LoW coSt tecH aPPLicatioNStrack: technology | Level: intermediate

What inexpensive applications and software are available that can help you and your business be more productive? Learn what products make sense for different sizes and types of businesses and how you can best utilize these tools in your own day-to-day activities.

andy Halko, Insivia Marketing & Web Design

rooM 14

keePiNg your iNforMatioN Securetrack: technology | Level: all levels

This presentation will explain in detail the simple, cost effective steps small organization can take to keep their information safe. This includes physical and electronic security, best security practices, and programs available to help defend against threats.

ken Stasiak, SecureState

rooM 21

diScover tHe HiSPaNic Markettrack: Personal & Professional development Level: all Levels

Did you know that the Hispanic market represents over $1 trillion consumer dollars? Learn about the growing influence and scope of Hispanics and how your business can decide if the Hispanic market is an untapped resource for business growth.

gladys Benitez–reilly, Viva Spanish! Language Programs

rooM 15

HoW to Lead effective MeetiNgS tHat get reSuLtStrack: Personal & Professional development Level: all Levels

Most meetings drain participants’ motivation and enthusiasm and fail to achieve stated goals or create alignment for causes within the organization. Setting clear expectations and demanding a thorough preparation of all involved is only half of a successful recipe. The facilitator’s role in creating trust, involving everyone and dealing with disruptive participants is the other half. Discover the secrets to creating productive meetings that deliver results.

joe Mayer, Mayer Business Group LLC

rooM 19

SociaL Media – gettiNg over your fearStrack: Social Media

Do you fear the social media unknown? Your clients could post mean, hateful things about you. You could offend someone without even knowing it. Who’s going to vet this? Do you really want that person as a friend on your Facebook page? What would your business associates think? This session will address your biggest concerns about making the leap to social media and how you can realistically manage them.

Sage Lewis, SageRock, Inc.

rooM 16

WaSte reductioN aNd recycLiNg iN tHe WorkPLacetrack: Sustainability | Level: all Levels

Learn how to save money, help the environment and build good will with clients, suppliers and the general public. More and more businesses are recognizing the need to incorporate triple bottom line (people, planet and prosperity) into their business models. But where do you begin? Start with the basics of reduce, reuse, recycle!

Beau daane, Cuyahoga County Solid Waste District Mike dungan, BeeDanceand jessica davis, Cuyahoga Community College’s Green Academy & Center for Sustainability

rooM 9

SaLeS + MarketiNg = BuSiNeSS SurvivaLtrack: NeoSa | Level: intermediate

When times are tough, most businesses passively retreat from marketing in an effort to save cash and weather the economic storm. Business survival demands an integrated approach, constant awareness of your surroundings, sensitivity to threats, and nimble business reflexes. This point-counterpoint session explores the dialogue and interactions between marketing and sales that must occur to keep your business afloat.

Mitch Slater, Visible Innovations and Pierre Bourgeix, Elevated Sale Inc.

rooM 13

uSiNg faceBook aNd LiNkediN for tHe BeNefit of your artS BuSiNeSStrack: arts Network | Level: all Levels

Everyone is using social media these days, but not everyone knows how to actually utilize these tools to best benefit their career or business. Learn specific strategies for arts focused businesses, the pros and cons of using social media to share your work and how to get started.

Linda Nawrocki, Optiem

rooM 5

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REGISTR AT ION FORM2 0 0 9 C O S E S M A L L B U S I N E S S C O N F E R E N C E

ChECk ONE: CONfERENCE fEEs: COSE MEMBER FIRST COSE MEMBER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE NON–MEMBER FIRST NON–COSE MEMBER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $499 CHAMBER MEMBER EACH AddITIONAL ATTENdEE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $75 (COSE OR NON–COSE MEMBER) LOCAL CHAMBER OF COMMERCE MEMBER . . . . . . . . . . . . . . . . . . . $99

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Mail to: 2009 COSE Small Business Conference Fax to: 216.621.4617 The Higbee Building | Suite 210 100 Public Square | Cleveland, OH 44113

For registration questions, general information and conference updates, call COSE customer service at 216.592.2222, visit www.cose.org/sbc or email cosesbc@cose.org.

Location: International Exposition Center (IX Center) Parking is free One IX Center Drive for all attendees! Cleveland, OH 44135

All meals are included: Wednesday: Continental breakfast, lunch and networking reception

Thursday: Continental breakfast, lunch and Ten Under 10 Awards reception

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