clicking here. - Earl Carl by liuhongmei



                        PRESENTED BY


                 IN COLLABORATION WITH

                  CAPITAL ONE BANK
                  CREDIT COALITION


       Guerilla Marketing
                                        Show Me the Money
                                        (Sources of Capital)

       Free Resources                   How to Develop Killer
                                             Business Plans
                                    SATURDAY JUNE 25, 2011

                                          8:30 AM to 3:00 PM

                          MARSHALL SCHOOL OF LAW Rooms 105 - 107
The Green Power Initiative is a collaborative project of Congressman Al Green, Capital One Bank. Earl Carl
Institute for Legal & Social Policy, Inc., TSU Thurgood Marshal School of Law, SCORE, and Texas Business
Alliance The “How To Get Your Piece of the Business Ownership Pie Conference” is an information packed one
day event that will provide existing urban community business owners and entrepreneurs starting new businesses
with helpful ideas and resources for building and growing their small businesses.

The morning sessions will cover the following topics:

8:30 AM to 9:00 AM        Registration

9:00 AM to 9:10 AM        Welcome, Dean Dannye Holley, Thurgood Marshall School of Law

9:10 AM to 10:00 AM       Guerrilla Marketing - Moderator: Jeffrey Jones, SCORE Counselor and President
                          of Advanced Business Brokers, Inc.

      Professional Networking - Jeffrey L. Boney - Founder & CEO of Texas Business Alliance

         This portion of the seminar will address why it is important to do networking for business development,
what you should do in preparation of attending a networking function, what you should do during a networking
session and what you should do in follow up to attending a networking session.

      Using Social Media to Build Your Business - John Whaley - President of PERT Center, Inc. and
     SCORE Counselor

          This presentation will show you why social media, such as LinkedIn, Facebook, and Twitter can build your
referral network and customer base for business growth.

      Dynamic Marketing Materials – Camille Scott – Scott Media Group

        Ms. Scott will discuss the importance of using high quality marketing materials such as business stationary,
     business card, brochures and a professional website.

10:10 AM to 11:00 AM Show Me The Money – Moderator: Freddie Raines, Senior VP Capital One Bank

      How to Obtain Small Business Loans – Lisa Ta and Jorge Ortiz, Capital One Bank

        This presentation will address the current policies and procedures for obtaining business loans to start or
     grow your business.

      Financial Resources Provided By the Small Business Administration – Mark Winchester, District
     Director, Small Business Administration

       Mr. Winchester will discuss the various loan programs and support services provided by the Small
     Business Administration and the Houston SCORE Chapter.
      Nonprofit Community Loan Program - Shirley Brooks, Director, Accion Texas

       Ms. Brooks will discuss their MicroLoan Program for business loans of $500 to $100,000 to start or grow
     small business.

      Using a Self Directed Qualified Plan to Start or Grow Your Business – Doug Dickey, CPA, President
     of DRDA, Inc.

          The presentation will show you how to use tax deferred funds, such as a 401 (k), IRAs, and SEPs to
purchase an existing business, start-up a new business, or buy a franchise business without being deemed a
distribution subject to tax and/or penalties. Furthermore, dividends paid by your business can be paid to a self
directed plan tax free.

11:10 AM to 12:00 AM Free Resources to Build Your Business – Moderator:      Beth              Shapiro,    Chair
Person of the Houston SCORE Chapter, and former owner of a manufacturing business

      Free Counseling and Low Cost Educational Seminars - Raj Mashruwala, Counselor, Houston
     SCORE Chapter

        Mr. Mashruwala will provide information on how to get one on one counseling either on line or in person
     with a SCORE counselor and will describe the various educational programs conducted by SCORE members.

      How to Build and Keep Good Credit - Sherrie Young, Executive Director, Credit Coalition of

         The Credit Coalition provides Financial Counseling and Education and outreach services to all segments of
our community, especially the low and moderate income, who seek information and assistance in entering or
reentering the credit mainstream.

      How to Obtain Free and Low Cost Business and Industry Research – Marcia Chapman, Manager of
     Job and Career Center, Houston Public Library

         Need information about your industry or competitors? Then learn how to obtain free and low cost research
assistance that will help you prepare your business plan and keep you abreast of industry trends.

12:10 PM to 12:25 PM LUNCH (included with your registration) - sponsored by Thurgood Marshall
School of Law (Please pick up your box lunch and return to the conference room)

12:25 PM to 3:00 PM       Business Plan Competition – Moderator: Sarah R. Guidry, Interim Director, Earl
Carl Institute

Introduction of Competition Judges:
Panel of Judges:
    1.   Ed Bierschenk, Panel Chairman, Title, Company
    2.   Victor Alvarez, Title, Company
    3.   Bill Dean, Title, Company
    4.   Joe Polichino, Title, Company
    5.   JB Day, Title, Company
    6.   Sanjay Mundle, Title, Company

This presentation is by contestants in the 2011 GPI Business Plan Competition. These contestants attended SCORE
workshops and worked with SCORE mentors to prepare a business plan. There are 9 finalists that will each make a
10 minute presentation of their business plan to the panel of judges using hard copy and multimedia support.
Finalists will be judged on:

1.   Creativity
2.   Completeness
3.   Content
4.   Practicality
5.   Financially Feasibility
6.   Documentation
7.   Presentation Skills

Prizes will be awarded the top 3 business plans as follows:

First Place                    $5,000
Second Place                   $3,000
Third Place                    $1,500

PRESENTATION OF AWARDS – Sarah R. Guidry, Earl Carl Institute and Laurie Vignaud, Capital One Bank

                                           About the Presenters
Jeffrey L. Boney, Texas Business Alliance
                      Jeffrey L. Boney is the founder and chief executive officer of the Texas
                      Business Alliance, a nonprofit organization with a mission to equip
                      minority- and women-owned businesses to be qualified suppliers, ready
                      to compete for public, private and international opportunities through
                      progressive development and specialized training. In this position, he
                      focuses on the unique needs of small businesses, helping them to operate
                      and grow more efficiently through education, financing and business
                      development strategies, and creates an environment for contracting
                      opportunities with public/private sectors.

Shirley Brooks, ACCION Texas-Louisiana
                                Shirley Brooks is Vice President of Operations East Region for
                                ACCION Texas-Louisiana the largest micro lender in the United States.
                                Her duties includes responsibility for the management and growth
                                performance of the loan portfolio covering programs in Houston and
                                Eastern part of the State of Texas for ACCION Texas-Louisiana. Other
                                responsibilities include budget, marketing, production, delinquency,
                                which is at 2%, and charge-offs for the Region’s loan portfolio.
                                Originally from Sugar Land Texas where she still lives and likes to
                                spend her free time being a mom and hanging out with her 16 year old

Marcia Chapman, Houston Public Library
Doug Dickey, DRDA, Inc.
                       Doug Dickey received his accounting degree in 1979 from Sam Houston
                       State University and received Certification by the Texas State Board of
                       Accountancy shortly thereafter. With the exception of a short period as a
                       controller for an SEC Registered Investment Advisory Firm, Mr. Dickey
                       has been in public accounting since 1979. He received his CEPA
                       (Certified Exit Planning Advisor) designation in 2010. Mr. Dickey has
                       been a member of the Houston Chapter of TSCPA’s Management of
                       Accounting Practice committee, The Turnaround Management
                       Association, The Houston Business Owner’s Network, as well as a
founding board member of the Texas Center for the Missing which administers the Amber Alert
program for Harris and the surrounding 13 counties. Mr. Dickey is a frequent speaker and
panelist on topics ranging from tax compliance and tax planning, estate planning and asset
protection, business formation, structuring, start-up financing, growth and optimization as well
as exit planning.

Jeffery Jones, Advanced Business Brokers, Inc.
                       Jeff is President of Certified Appraisers, Inc., where he manages the
                       firm's multidiscipline appraisal practice that includes valuation of
                       businesses, machinery & equipment and real estate. As President of
                       Advanced Business Brokers, Inc. he and his staff have been involved
                       in the sale of over one thousand small and midsize businesses since
                       1976. He frequently testifies in depositions and courts of law as an
                       expert witness on business valuation litigation matters. His clients
                       include closely held companies, publicly held companies, financial
                       institutions, the IRS and other governmental agencies.

Dannye Holley, Thurgood Marshall School of Law
                       Dean Dannye Holley is the Dean of the Thurgood Marshall School of
                       Law. He received the Bachelor’s and JD from the University of New
                       York Buffalo. He received his LL.M from the University of California
                       Berkley. He is affiliated with the National Criminal Defense Lawyers
                       Association and has written many publication.         Some of those
                       publications include “Culpability Evaluations in the State Supreme
                       Courts” and “The Influence of the Model Penal Code’s Culpability,
                       Provisions on State Legislatures.”

Raj Mashruwala, SCORE
Jorge Ortiz, Capital One Bank
                        Mr. Ortiz graduated from the University of Houston in 1987 with a BA
                        degree in Business Administration with a minor in Accounting. I’ve
                        been in the Banking industry since 1988. I am currently a Senior
                        Business Banker, Vice President with Capital One Bank, specializing in
                        Small business clients for the last 12 years.

Freddie Raines, Capital One Bank
                      Mr. Raines has been in the banking industry for over 20 years and
                      currently serve as the Market Sales Executive, Senior Vice President for
                      business banking with Capital One Bank. I am responsible for both the
                      Houston and Beaumont markets. I also serve as a board of trustee for
                      KIPP Houston. I am a graduate of Florida A&M University with both
                      my BS (Business Administration'86) and my MBA ('90).

Camille Scott, Scott Media Group
                        Ms. Scott is the Principal owner of Scott Media Group (SMG). Scott
                        Media Group is a full service communications firm. Under Camille’s
                        expert guidance, SMG has grown from a start-up company to a sought
                        after Public Relations, Marketing and Video Production Firm. SMG
                        produces television and radio programs as well as commercials that help
                        to grow the clients’ bottom line. Camille spent 21 years at KHOU-TV
                        in Houston, Texas. She quickly rose through the ranks as a writer and
                        the producer of network-affiliate, number-one rated television
                        newscasts, public affairs shows, documentaries and special reports that
                        were often number one in their time slots. During her tenure, Camille
was awarded the prestigious Edward R. Murrow Award for Excellence in Journalism. Camille is
the proud mother of a 17-year old son.
Elizabeth R. (Beth) Shapiro, SCORE
                      Ms. Shapiro is a retired executive with over 35 years of diverse
                      experience in sales, operations, marketing and manufacturing. Early in
                      her career she supervised major distribution centers for the health care
                      industry managing their customer service, warehouse and transportation
                      programs. After several roles of increasing responsibility and breadth of
                      scope, she assumed senior management roles, leading large customer
                      service/call center operations. She concluded her health care operations
                      career in 1995 as Vice President, Customer Service for a major
                      laboratory supply company.

Lisa Ta, Capital One Bank
                      Ms. Ta graduated from the University of Houston in 1995 with a
                      Bachelors of Administration degree in Marketing/Sales. I've been in the
                      financial industry since 1997 as a Branch Manager, Wealth Management
                      Advisor and am currently a Business Banker, Vice President with Capital
                      One Bank. I am also on the Board of Directors for Texas Business
                      Alliance and the Houston Asian Diversity Network.

John Whaley, PERT Center, Inc.
                   John Whaley is a business advisor at Houston Community College and
                   native Houstonian. He has helped entrepreneurs strategically develop
                   and deploy their business concepts for more than 20 years. He is
                   currently the President of the Professional Entrepreneur Research and
                   Training Center, Inc., a company that specializes in creating
                   entrepreneurial development programs for specific population niches
                   around the world.

Mark Winchester, U.S Small Business Administration
                      Mr. Winchester is the Deputy District Director for the Houston District
                      Office of the U.S Small Business Administration. Before joining SBA,
                      Mr. Winchester worked for the University of Texas Pan American
                      (UTPA) for nearly eight years. During that time period Mr. Winchester
                      worked for the Women’s Business Center (WBC), Small Business
                      Development Center (SBDC), the Veteran’s Business Outreach Center
                      (VBOC) and the Rio South Texas Regional Procurement Technical
                      Assistance Center (PTAC). Mr. Winchester is also a three time recipient
                      of the Lower Rio Grande Valley (LRGV) District Office Counselor of the
                      Year Award and a two time recipient of both the SBDC State Star Award
and Congressional Letters of Recognition.
Sherrie Young, Accion Texas
Sherrie Young serves as the Executive Director of the Credit Coalition, a HUD Approved
                        Housing Counseling Agency, whose membership includes Houston area
                        financial institutions, community organizations, community leaders and
                        other related businesses and organizations. She is the Credit Coalition’s
                        lead instructor and foreclosure intervention, credit, homebuyer and
                        reverse mortgage counselor. Aside from counseling and conducting
                        Credit Coalition classes, Sherrie participates in many community events
                        to help spread the word about financial education, Individual
                        Development Accounts, free VITA site tax preparation assistance, and
                        other programs that can help families build their assets. She is the Co-
                        Chair of the Counseling Committees of the Texas and Greater Houston
Foreclosure Prevention Task Forces.
The Earl Carl Institute for Legal and Social Policy, Inc. (ECI) was established in 1992 at
Thurgood Marshall School of Law. The Institute’s mission is to enhance the ability of future
leaders to advocate, educate and promote equity through research focused on social and legal
policy, through an interdisciplinary approach. The Institute is a non-profit corporation and is
principally funded by The Thurgood Marshall School of Law. It also receives funding from
private donors, the ORISKA Foundation, Texas Access to Justice Foundation, and the Texas Bar

Contact the Earl Carl Institute and make your tax deductible contributions:
                                    The Earl Carl Institute
                              T.S.U. Box 1156-3100 Cleburne
                                    Houston, Texas 77004
                       Telephone: (713) 313-1139, Fax: (713) 313-1153
                                ECI BOARDS AND TASK FORCE
Officers                        Fundraising                        Legislative Policy Task Force
Robert L. Ford, President       Rickey Anderson, Chair             Hon. Jew Don Boney, Chair
Martina Cartwright, Secretary   Kim Burkley                        Sylvia Brooks
Thomas Kleven, Treasurer        Algenita Davis                     Oscar Criner
                                John Mukuro                        James Douglas
Board of Directors              Matthew Nwogu                      Claude Foster
James Beard                     Prudence Smith                     J. Goodwille Pierre
Marguerite L. Butler            Enid Williams                      Carroll Robinson
McKen V. Carrington             Carey P. Yates                     Judson Robinson
Okezie Chukwumerije
Fernando Colon-Navarro          Center for Civil & Human Rights    Student Development Task Force
Jay Cummings                    Martin Levy, Director              George Connelly, Chair
Martha Davis                                                       Ashley Marshall (3L)
James Douglas                   Criminal Justice Task Force        Aleece McKnight (3L)
Constance Fain                  Mark Vinson, Chair                 Virgie Mouton
Robert L. Ford                  C.O. Bradford                      Ana Otero
Theo Harrington                 Valex Amos (3L)                    Deana Pollard
Dannye Holley [Ad Hoc]          Lydia Johnson                      Docia Rudley
Anna T. James                   Joel Salazar                       Markita Samuel (3L)
Marcia Johnson                  Lakora Salih (3L)
Thomas Kleven                   Dennis Spurling                    Wealth & Taxation Task Force
Manuel Leal                     Craig Washington                   Carlton Perkins, Chair
Martin Levy                                                        Gabriel Aitsebaomo
Ana Otero                       Education Task Force               Yolanda Buckner (3L)
Carlton Perkins                 Jay Cummings, Chair                James W. Beard, Jr.
Deanna Pollard-Sacks            James Douglas                      Marguerite Butler
Docia Rudley                    Thomas Kleven                      McKen Carrington
L. Darnell Weeden               Carroll Robinson                   Clyde Miller
                                Lakora Salih (3L)
Board of Law Advisors           Mark Trachtenberg                  Associate Directors
Donald Dewberry                 Leonard Haynes                     Lucinda Daniels, Special Projects
Benjamin Hall                                                      & Publications
Kimberly James                  Family & Gender Task Force         Sarah R. Guidry, Center for Civil
Jeffrey Londa                   Anna James, Chair                  Advocacy
Jalene Mack                     Charlotte Booker                   Leonard Spearman Jr., Government Law
Sandra Peake                    Tabitha Conway                     Center
Kim Phillips                    DeJauna Jernigan                   Anthony Haughton, Center for Criminal
Frumencio Reyes                 Marva Johnson                      Justice
Craig Washington                Marcie Miller
Advisory Board                  Housing & Environment Task Force   Addie Johnson, Staff Attorney, OMLPPP
Sylvia Brooks                   Martina Cartwright, Chair          Yvonne Taylor, Staff Attorney, Juvenile
Zinetta Burney                  Bruce Austin                       Justice & Foreclosure
Bonnie Fitch                    Jean Hampton                       Olimpia Sacaciu, Paralegal, OMLPPP
Cong. Al Green                  Judith Mazique                     Andreience Hines, Sr. Admin. Assistant
Howard Jefferson                Juan Parras
Rev. William Lawson             Juan Perales
Ronald Reynolds                 Laura Solitare
                                Renard L. Thomas

To top