Advising Services

The SBDC has the expertise to help you understand your path to commercialization.  Business advising assistance is available to anyone interested in launching a startup or expanding upon the foundation of their existing small business.

All services provided through the SBDC are offered at no cost and are strictly confidential.

We offer a wide variety of general business advising services such as:

  • Access to Capital
  • Basic Operations
  • Business Model Development and Business Planning
  • Customer Development
  • Finance
  • Human Resources
  • Marketing
  • Strategic Planning

We also offer Technical Assistance in areas such as:

  • Technology Transfer and Commercialization
  • Research & Development Funding from SBIR and STTR grants
  • Intellectual Property Issues
  • Alternative Financing (Crowdfunding, Angel/VC Funding)
  • Technology Networking and Resource Identification
  • Prototype Development

Our Advisors

Marketing and Sales

Andrea LaRosa

AI integration, social media marketing, strategic communication

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Andrea LaRosa is a business consultant and communication strategist who helps small businesses compete and scale in an AI-driven economy. She has founded and operated four businesses across service-based and e-commerce models, giving her a rare, hands-on perspective on growth, marketing, and operations.

She currently leads Smarter Strategies, where she works with entrepreneurs to integrate AI into marketing, content creation, automation, and decision-making — replacing manual systems with smarter, more efficient workflows. Andrea is the author of two books on communication and the host of a podcast with over 100 episodes exploring human behavior and communication patterns, expertise she applies directly to leadership, sales, and customer experience. A graduate of Leadership SLO, she is known for translating emerging technology into clear, usable systems that help businesses move faster without losing the human connection.

barry lieberman

Barry Lieberman

Sales and Marketing

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Barry has 36 years’ experience enabling organizations to enter & scale & new markets, become the industry go to brand, and improve sales and customer retention by executing best in class customer care. He has a BS degree in Business/MIS from Cal Poly SLO and an MBA from Chapman University.

Becky Mosgofian

Marketing, PUBLIC RELATIONS

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Becky brings 30 years of experience in marketing and public relations to guide her business coaching. She is an intuitive listener who is passionate about empowering entrepreneurs to tell their stories in compelling ways. Becky holds a BA in Journalism from Cal Poly Humboldt where she later served as their Director of Alumni Relations and Annual Funds prior to launching her consulting practice: YOBECKO, Brand Cheerleaders & Storytellers. Her experience spans PR and marketing strategy, branding, copywriting, advertising, event planning and social media marketing

Christine Sommer

Marketing & sales

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Christine Sommer brings 30 years of experience working with start ups to Fortune 500 companies ranging in various industries including high tech, service, and consumer goods. Through her consulting and coaching, she helps to uncover gaps to success through exploration and accountability. Christine helps business owners establish clear goals, expand on their skill sets and remove obstacles. Prior to her executive role as the VP of Sales and Marketing for Comevo, a cloud based software company, she provided business consulting and facilitated classes at Collaboration, LLC. She has recently re-launched her own coaching and consulting practice.

Kelly Sooter

Strategic Planning, Brand Management and Marketing

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Kelly has over 30 years of entertainment, consumer products and retail experience with executive roles in business strategy and development, marketing and sales. As General Manager and EVP of worldwide marketing for DreamWorks Studios, Kelly has extensive experience developing go-to market strategies, brand marketing and product launches. Kelly has worked closely with the biggest media and retail companies around the world including Disney, Comcast, Fox, Walmart, Target, Amazon, Netflix and Apple.

 

Kristin Mehiel

marketing

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Kristin Mehiel is a sales and marketing expert with 20 years of experience. Most recently, Kristin was an integral member of the executive teams at two national companies. She was the Head of Sales and Market Development with Experts Exchange, leading the B2B sales strategy and corresponding teams; and she was the Director of Market Development with Kibo, formerly Shopatron, a SaaS-based, distributed order management eCommercecompany. Prior to moving to the Central Coast in 2005, Kristin was the founding publisher of DiningOut Orange County, the leading publication for fine dining and specialty restaurants.  

Kurt Friedmann

Customer development, sales

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Kurt has a 20-year background in customer feedback management, training and development, and sales management. He’s worked with startups to established Fortune 500 companies and is the founder of The KJF Group and CEO of WorldMentor.

Lisa Simon

marketing, sales

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Honored for teaching excellence and club advising, I have held positions in a broad range of industries, including nonprofits, sole proprietorships, and a major corporation. As the driver behind Cal Poly’s new Sales Minor, I act as a liaison between industry and Orfalea College of Business, coach competitors in the Orfalea College of Business Sales Competition and National Collegiate Sales Competition, advise the student marketing club (AMA – American Marketing Association), and coordinate Cal Poly’s Marketing Career Conference.

Lynn Metcalf

Marketing & PR plans, customer discovery & development

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Dr. Metcalf joined the marketing faculty at Cal Poly in 1986.

In 1995, Dr. Metcalf began her journey supporting innovation and entrepreneurship during a five-year appointment at a Philips incubator in Silicon Valley. She returned to Cal Poly in 2000 and worked with the marketing faculty to focus the marketing curriculum on innovation and data-driven decision making. Dr. Metcalf was named a CIE Faculty Fellow in 2013, a program which she now directs. She joined the entrepreneurship faculty in 2016.

Dr. Metcalf is a graduate of the University of Oregon and the Thunderbird School of Global Management. She earned her Ph.D. from the University of South Carolina Moore School of Business.

 

Matt Bennetti

Marketing & sales

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Matt Bennetti is a seasoned marketing and operations professional with over 18 years of experience in driving operational excellence and go-to-market strategies. Currently a Limited Partner at Stage 2 Capital Catalyst, he empowers early-stage B2B software companies by combining venture capital with hands-on coaching from an extensive network of industry leaders.

Thomas White

Customer acquisition, Pitch Prep, scaling

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Tom White is a business-growth storyteller and award-winning industrial designer, filmmaker, and marketer. He played a key role in securing a $70B contract that fueled a trillion-dollar business pipeline, transforming companies like Lockheed-Martin, DAF Trucks, and Motorola into global leaders. At The Los Angeles Cleantech Incubator (LACI), Tom created the Master the Pitch program and co-authored the Founder’s Business Accelerator, helping cleantech startups generate over $500M in sales and funding.

General Business

David Benham

Angel Investing, clean tech, financing, General Business

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David has over 30 years of experience in the areas of product management, strategic partnerships, technology innovation and adoption strategy. He is an ex-Cisco Systems engineering and product leader and an industry non-profit founder. Since 2021, David has been an advisor helping entrepreneurs attract more capital to their start-ups. He co-manages the Element 8 Angels screening committee and the Decarbon8 fund, volunteers for the Cleantech Open accelerator and the NREL Industry Growth Forum selection committee.

Jeff Erramouspe

General Business

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Jeff Erramouspe is a people-focused, culture-first, metrics-driven CEO with a track record of launching, growing and successfully exiting early stage companies. His blend of strategic and operational experience across a broad array of industries and technologies gives him a unique perspective that is beneficial to start-up through scale-up companies. A native Californian, Jeff recently relocated to the Central Coast after 27 years as part of the start-up community in Austin, TX.

Jolie Ditmore

General business, medicine

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Jolie is a San Luis Obispo local and a Cal Poly graduate. She has worked in the healthcare industry for 20 years, as a CEO of healthcare organizations and as the owner of a consulting practice.

Jose Huitron

General Business, español

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Jose is a founder and startup community builder leveraging over 10+ years’ experience in digital marketing, event execution, venture design, to partner with startups and various clients helping them launch and scale innovative ideas. Previously served as the President of the Latino Startup Alliance, a Silicon Valley based organization helping to accelerate Latino led tech ventures. He is also the Founder at Santa Maria Valley Tech (santamariavalley.tech), an online community platform highlighting all things tech and entrepreneurship in northern Santa Barbara County.  

Kristen Wilkinson

General Business

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I am an experienced human-centric leader with 10+ years of experience in high growth, cross-collaborative, global/remote teams. I consider myself an innovative brainstormer, creative problem solver, and a big believer in diverse and collaborative teams and solutions. I believe that HAPPIER people produce better work and culture needs to be woven through systems. I enjoy providing a psychologically safe space to share ideas, provide input, and come up with solutions or perhaps that next big thing! I value communication, growth-mindset, emotional intelligence, diversity, and trust.

Mike O’Brien

Sales, Growth strategies, startups, saas

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Sara LaForest

Leadership, teams, partners

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Sara has worked nationally as a consultant and coach since 2004 and has broad experience in the private, nonprofit, education, and government sectors. Her companies have specialized in leadership, team alignment, organizational development, and executive and performance coaching. Sara is the owner and principal of LaForest Coaching and Consulting and has served as a mentor and consultant for CIE and SBDC since 2013.

Rachel Radway

Leadership & executive coaching

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Rachel is a certified leadership & executive coach and mentor with 25+ years’ experience in tech startups, national nonprofits, and Fortune 500s. She’s held leadership roles in content strategy, communications, brand management, design operations and team operations in a range of industries, and served as board chair of an arts education nonprofit. Household names she’s worked with include Adobe, Amazon, Boeing, Mural, PayPal, Walmart.com and Western Union. Having lived in nine countries, she has an extensive background and training in intercultural communication.

Rachel also speaks to teams, employee resource groups, associations and other organizations on topics including neurodiversity, (neuro)inclusion, and preventing burnout. Her book, Perceptive: Insights for leaders who feel more, process deeply, and think differently, was released in May 2025, and she’s a contributing author of the bestseller, Leading with Compassion: Cultivating Connection from the Inside Out (Changing Work, 2025). 

Finance and Operations

Alison DePaolis

Finance, Operations, Strategic planning

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Alison DePaolis graduated from the University of Maryland, College Park with a Bachelors of Science in Finance. She began her career in Washington, DC as a member of IBM’s public sector consulting practice. After working for federal clients such as USAID and FEMA, she transitioned into the private sector, joining the Commercial Finance group at Adidas in Portland, OR. Most recently, Ali spent six years on Mindbody’s finance team where she planned revenue, assisted with strategic initiatives, and helped to integrate many acquisitions. Ali is excited to lend her expertise to businesses in the community!

Alison DeRoche

BOOKKEEPING, QUICKBOOKS

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Ali makes bookkeeping fun. Okay, maybe not fun, but certainly more approachable and less stressful! She is a QuickBooks Online wizard and specializes in cleaning-up broken books and creating custom, easy to use systems for small businesses.

Amy Porter

BOOKEEPING, QUICKBOOKS

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Amy brings 20+ years of experience in working with small businesses. She has a strong background in helping companies find a bookkeeping system that works best for their organization. Amy enjoys working with clients on understanding financial reports, gauging the health & profitability of their business.

Hannah Huelin-Meek

HR

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With over 20 years of experience, Hannah is a people-focused leader known for helping organizations navigate complex and fast-changing environments. She takes a holistic, strategic approach to HR – building initiatives that simplify processes, optimize resources, and strengthen collaboration across teams.
Her career spans across leading non-profits, cutting edge biotech start-ups, and progressive outsourcing firms. Most recently, she founded Plan HR, where she partners with organizations to create scalable infrastructure, culture-driven programs, and resilient teams. Having worked both nationally and internationally, Hannah thrives in dynamic environments developing the systems and people strategies that enable organizations to grow and adapt with confidence.

Javier De La Fuente

Packaging, Product Design

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Javier is an industrial and graphic designer with more than 20 years of professional experience. He is a specialist in creating innovative and conceptually solid designs in a variety of 2D and 3D formats. 

Rolando Locci

Finance

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Rolando is a strategy, operations, and financial planning executive. He has advised leaders over his 30+ year career at multi-billion dollar corporations such as Hewlett Packard Enterprise, 3PAR, Synopsys, Cadence Design Systems and Hitachi Data Systems.  Rolando also consults with small businesses and startup ventures.  He helps business owners plan and prepare for growth.  For several years, Rolando owned and operated Sent Sovi, a fine French restaurant nested in the hills of Saratoga, CA.  He enjoys great food and drink, staying fit and anything related to soccer.  Rolando holds an MBA from Santa Clara University and an Economics degree from UCLA. 

Susan Steeb

finance

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Susan is a Finance and Business Operations executive with over 25 years of diversified experience in entertainment, technology, mobile gaming and clean tech. She is dedicated to an entrepreneurial spirit driving business values through solid financial management, creative and strategic operations and interpersonal development.

Funding

Carolyn Kreuzkamp

Grants, government contracts, Market strategy

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Carolyn Kreuzkamp is an accomplished consultant specializing in grant preparation, innovation management, and biotechnology. She is a Reviewer for SBIR/STTR Programs at the NIH, assessing grant applications. As the founder of C. Kreuz Consulting LLC, Carolyn advises high-growth research teams on market strategy and grant applications. Her diverse roles include Market Research Consultant at Med Aditus, Interim COO at Cervu Health, and Co-Founder of REESHI. Carolyn is also involved in strategic events and fundraising with the Small Business Association for International Companies.

Laysha Ostrow

Grant Writing, Healthcare Research

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Dr. Laysha Ostrow’s research draws from public health policy, occupational psychology, and organizational behavior to improve wellness and economic empowerment of individuals with psychosocial disabilities. In 2014, she founded Live & Learn, Inc., a research consultancy that partners with universities, governments, and nonprofits on participatory action research.
As the PI/Co-I on eight R&D grants from the U.S. Department of Health and Human Services, and author of 35+ peer-reviewed publications, Dr. Ostrow has 20 years’ experience with grant writing/management, innovation and implementation, and organizational development.
Dr. Ostrow holds a PhD from the Johns Hopkins School of Public Health and a master’s from the Brandeis University Heller School for Social Policy and Management. She enjoys working with emerging leaders who are making a positive impact on their communities by facing their fears and chasing their dreams.

Mitch Emerson

General business, startup

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Mitch Emerson has over 25 years of professional experience in the areas of software development, computer networking technology, marketing, and corporate strategy.  He worked for 15 years at Cisco Systems, Juniper Networks, and Polycom in a variety of individual contributor and management roles in a wide variety of business areas including product development, marketing, network design, customer training, competitive strategy, and M&A. He then went on to start his own SAAS company which offers a product that helps medium to large enterprise companies develop and manage their competitive sales strategies.

Food and Beverage

Benjamin Arrona

food & Beverage

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Ben is a Central Coast native with over 25 years of hospitality experience. He owns and operates Benny’s Pizza Palace & Social Club, known for Detroit-style pizza, craft cocktails, and live music in SLO. He also manages a commercial kitchen, providing affordable space to caterers and pop-up restaurants. With Slow Money SLO’s support, he mentors aspiring restaurant owners. Ben, a Cuesta College History instructor for 7 years, is pursuing a PhD at the University of Oxford. 

Jeff Wade

food, farm, Beverage

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Jeff works with local start up and early to mid stage businesses, primarily in Food and Beverage industries, and also supports tech, transportation, manufacturing and other market segments. Jeff has held senior management positions in the software industry and became an independent consultant in 2010 to focus on the marketing needs and budgets of small, local businesses. Jeff holds a BSEE from WPI and an MBA from Pepperdine. 

Rick Hirsch

food & Beverage, Manufacturing/Packaging/Product Development

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Serial entrepreneur: Viking Foods was food distribution company I started and owned for 20 years, selling into restaurants and supermarkets from SF to LA. I sold that company in 2000. Cafferata Pasta was a high end pasta company, which I sold in 2004. I also owned Rick’s Chips, maker of Halloween ghost and bat shaped potato chips. I have been a national sales manager and regional sales manager in specialty food industry also.

Engineering

BJ Klingenberg

software engineering, computer science

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BJ has over 36 years of industry experience leading software teams and providing computer services to customers. His career encompassed diverse management and technical positions where he drove strategy, acquisitions, architecture, software development and quality assurance.

He holds a BS from the University of Illinois and a MS from the University of Arizona.

Bruno Da Silva

Software Development

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Bruno specializes in software quality and long-term maintainability, with a focus on how teams can build systems that remain reliable and adaptable over time. He spent over five years as an Assistant Professor of Software Engineering at Cal Poly and now serves as a Software Quality Expert at CQSE America, where he helps software teams improve code quality using Teamscale. He holds a PhD in Computer Science and has authored over 50 peer-reviewed publications on software quality and evolution.

Janice Rohn

Software engineering, User Experience, Product Development

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Janice has led user experience research and design, product development, and innovation and incubation for both business and consumer applications. Janice has designed products for Apple, Intel, AT&T, Experian, Cisco, Netflix, HP, and others. She has design patents and contributed to multiple ISO, NIST, and other standards. Janice is an expert in optimizing processes, from requirements gathering to project prioritization to product development. She has worked in a variety of domains, including fintech, intelligence, construction, healthcare, and more. Janice has taught over 15,000 tech professionals on topics including leadership, management, and design systems. She was a founding board member and past president of the Usability Professionals Association. Janice studied Entrepreneurship at Stanford’s Graduate School of Business, previously was in Stanford’s Medical Computer Science program, and also graduated with a Bachelor’s in Biology at UC Santa Cruz.

Paul Anderson

software engineering, computer science

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Dr. Anderson is an Associate Professor in the Computer Science and Software Engineering Department at California Polytechnic State University (Cal Poly). Dr. Anderson directs the Data Science Research Group at Cal Poly where his team specializes in developing and applying data mining, machine learning, and artificial intelligence to the fields of bioinformatics, genomics, biomedical informatics, and metabolomics. His research group also specializes in the foundations of data science with a focus on explainable and fair ranking algorithms. He has served as the Director of Data Science at the College of Charleston where he founded the first MS in Data Science and Analytics in South Carolina. Dr. Anderson is actively engaged in Software Engineering and Data Science with extensive experience deploying AI and machine learning systems in production. 

Wendy Castleman

UX Leadership and Customer Research

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Wendy Castleman has spent almost three decades as a user experience professional in tech companies like Intuit, Motorola, Lucent and BMC. Her facilitative leadership and organizational development skills were forged during her time leading at Intuit. Since starting her consulting career almost a decade ago, at Developeople UX, she has worked with teams and executives in technology, finance and healthcare, with companies ranging from startups to Fortune 500 companies. Wendy also teaches Design Thinking in the Entrepreneurship Minor at CalPoly. She has a PhD in cognitive and perceptual psychology from the University of Texas at Austin.

Tom Katona

product development

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Tom holds 9 patents and has led product development teams at several startups. Tom holds a Ph.D. from U.C. Santa Barbara in Electrical and Computer Engineering and a MBA from the Moore School of Business at the University of South Carolina.

Trevor Fry

Agile Leadership / Engineering Management

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Trevor brings over 15 years of experience leading engineering, product, and technical operations across SaaS companies, manufacturing, and digital agencies. His career includes roles with MINDBODY, Shift Lab, IQMS, and Dassault Systèmes, where he helped teams modernize legacy systems, scale platforms, and adopt practical, sustainable development practices.

Before moving into software and engineering leadership, Trevor worked in a mix of hands-on and customer-facing roles, including inside sales, technical operations, and CAD drafting. That background shaped his people-first approach and gives him a grounded understanding of how technology, operations, and business realities intersect.

Trevor later became a software engineer at IQMS, building ERP and EDI systems before progressing into engineering leadership. At MINDBODY, he served as a ScrumMaster and technical lead software engineer, guiding Agile teams and supporting large-scale SaaS applications. He returned to IQMS as Director of Software Engineering, where he transitioned the organization to Agile, improved delivery and quality, and helped guide the team through the company’s acquisition by Dassault Systèmes. As Director of Technology at Shift Lab, he managed technical strategy and client delivery, including a major digital transformation for a national freight company, and projects ranging from genomics to eCommerce.

Today, Trevor is the founder of //TREVORFRY.TECH, where he serves as a fractional CTO and technical advisor for SMBs, helping companies align technology with business goals, streamline processes, and build high-performing teams. His experience spans cloud architecture, product development, Agile leadership, and operational systems for growing organizations.

He holds certifications in Scrum, change management, and behavioral assessments, and has worked with clients across software, e-commerce, manufacturing, and professional services.

Tech Specialists

Brendon Keiser

MED TECH, BUSINESS DEVELOPMENT

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Brendon has over 20 years experience in marketing and commercial operations with a focus in the biotech, pharmaceutical and medical device space. He has held management positions with large corporations such as Johnson & Johnson, Medtronic and Novartis as well as a number of small start-ups. His roles have taken him to the East Coast, United Kingdom and Switzerland. Brendon has resided in Ventura County since 2006 and received his MBA from Penn State University and undergraduate degrees from the University of California, San Diego.

Chris Heylman

Med-Tech, business development

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Dr. Chris Heylman is an Assistant Professor of Biomedical Engineering at Cal Poly, San Luis Obispo.  He received his Ph.D. in Biomedical Engineering from Case Western Reserve University.  He also holds a B.S. in General Engineering from Cal Poly, San Luis Obispo.  Prior to joining the faculty at Cal Poly, he founded and served as CEO of Velox Biosystems, a clinical diagnostic startup.

Erik Steeb

HIGH TECH, CLEAN TECH

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Erik has over 30 years leadership experience in high tech and cleantech, is an angel investor, serves in board or advisory roles with the Cleantech Open, CA Energy Commission and several startup companies in the climate tech sector.

Erik has held director level roles in business development, marketing and sales with Intel Corp, co-founded Intel’s alliances and business development organization, lead Intel’s EMEA Marketing organization and ran a worldwide sales organization delivering over $6B in annual revenue to the company.

Specialties:

  • Cleantech Entrepreneurship & Investment
  • Corporate & Non-profit leadership
  • Marketing Strategies and Campaigns
  • Sales Organization Structure and Leadership
  • Alliance Strategies and Programs.

Sky Sartorius

Aerospace, product development

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I have had the pleasure of working on unconventional fixed-wing airplanes and rotorcraft/VTOLs, commercial and military unmanned systems, general aviation aircraft, electric and hybrid propulsion vehicles, autonomous systems, and more. From drafting the initial requirements and the first napkin sketches, to crafting multi-disciplinary optimizations and trade studies, to detailed design, testing, and manufacturing, I endeavor to create aerospace vehicles and systems with capabilities that never existed before.

Ulrika Lidstrom

Biological and agricultural

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I am passionate about the power of microbes and innovation! For over a decade I’ve worked in the biotechnology industry at small start ups and large corporations. My research and leadership roles have focused on discovery and early development of commercial biologicals for the Energy sector, Animal Nutrition and broad acre crop Agriculture. I work with companies to translate biology into sustainable solutions with a lasting positive impact on the world with a special focus on agriculture and food systems.

Sara Della Ripa

Maternal Health Medical Devices/ FemTech/ Global Health

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Sara works in women’s, maternal, and reproductive MedTech (“FemTech”), particularly with technologies developed for global impact. She enjoys supporting companies with strategic positioning in a fast-growing field and helping them grow their networks. She is a co-founder of ArcHealth Foundation, where she leads efforts to accelerate access to impactful technologies in emerging markets. When time allows, she enjoys teaching a course that she designed for biomedical engineers to explore FemTech innovations.