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Coffee and Conversation

Peter & Ben Wen, of Tallyfor and winner of AngelCon 2021, will join us this month to talk about their journey after winning $145K in equity investment. Tallyfor is the first collaborative, cloud-native app in a $2.8B market: US business income tax. This cloud software helps move data from source transactions to IRS filing. Tallyfor enhances online accounting software with the ability to complete business taxes. This will be a hybrid event format, tickets available for in-person and via Zoom. COVID-19 protocols will be followed, see details below. Registration required and space is limited. Register at: https://ucmsbdc.ecenterdirect.com/events/14144

Email Marketing

Email marketing is far from dead; in fact, it’s one of the most dynamic and cost-effective ways to grow your business. We’ll focus on growing your lists and getting the most out of your email program. We’ll cover segmenting, subjects and techniques that work to increase your engagement, and how to measure success. Bring your questions and prepare to get your email program working to your advantage! Cyndi Darlington is an entrepreneur, marketer, and teacher, with particular expertise in the retail and restaurant industries. After 20+ years in corporate marketing for established brands like Amtrak, Prudential and Islands Restaurants, she founded Darlington Marketing Co. (DMC) 11 years ago, and the company has grown to be a leader in the Southern California marketing community. REGISTER HERe

Free

QuickBooks Tax Reporting

Damon Watkins, the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship, is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures. Learn how to create and modify financial reports, handle records, and manipulate costs, with a focus on payroll and state tax. QuickBooks Reporting lets you use your QuickBooks data to create interactive reports and gain better insight into your business. It quickly runs reports without sacrificing speed and performance for all QuickBooks users. REGISTER HERE

Coffee and Conversation

Nate Stein, inventor of PLATESCRAPE, will share his entrepreneurial experiences and journey to creating a company in San Luis Obispo. PLATESCRAPE is changing the way dishes are washed saving time, energy, and water. Frustrated with how much water was being wasted while working for a cleaning company, Nate just knew there had to be a better way. That night he drilled toilet scrubbers into a super-glued, Plexiglas tub. The next morning he filled it up with water and ran a dirty plate through it.... 3-weeks later he was standing on the stage of Tech Pitch holding Audience Choice Award. REGISTER HERE

QuickBooks Tax Reporting

QuickBooks Tax Reporting is the third step in a three part workshop series. Learn how to create and modify financial reports, handle records, and manipulate costs. QuickBooks Reporting lets you use your QuickBooks data to create interactive reports and gain better insight into your business. It quickly runs reports without sacrificing speed and performance for all QuickBooks users. Damon Watkins, Director Of Finance And Operations at Cal Poly Corporation  Damon Watkins is the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship. He is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures.  REGISTER HERE

$20

Showcase Your Business and Products to Shoppers Online

To help your business stand out this holiday season, this workshop offers strategies for building your online presence to reach new customers, optimizing your e-commerce site, and shows you how to list your products on Google. You will learn how to get started using Google’s Merchant Center to showcase products in search results. Plus, we’ll walk through how to set up an ad campaign just in time for the holiday shopping season. REGISTER HERE

Free

Coffee and Conversation

Join us as we discuss Christie Garcia's journey from the corporate business world to launching her own business, Mindful Choice, focused on improving the leadership skills of individuals in the workplace. She now seeks to reintroduce the human element into leadership development and immediately make an unignorable, positive impact on a person’s overall potential. Christie Garcia is a Leadership Coach & Ego Management Expert, Speaker, Facilitator and Founder of Mindful Choice Leadership Academy. She has 17 years of experience in sales, recruiting, and coaching. For the last 10 years she has worked with current and upcoming leaders from fast growing organizations including Airbnb, Twitter, Movement For Life and Sunrun. REGISTER HERE

Coffee & Conversation with Chris Delaney

Join us to kick off the new year for our first 2022 Coffee and Conversation! Chris Delaney of Glenn Burdette will be covering “How to Best Prepare for Taxes Your First Year as a Startup.” Chris knew early on that he had a knack for numbers, as he remembers being banned from certain school math games because he could outperform the other kids. Now having worked for a decade in the accounting field, Chris finds it to be a rewarding path, and appreciates the opportunity to work alongside clients and transform their future. He enjoys delivering personal service and explaining tax subjects in a simple, clear manner that clients can understand. REGISTER HERE

Free

Coffee & Conversation with Connor McCarthy

Join us as we discuss growing and scaling success at the seed level with Connor McCarthy. We will cover trends in successful startups from VC and operations years. Connor is an investment associate at Trust Ventures. He has previously served as Chief of Staff at Esper, a leading govtech company. He has also previously worked at 8VC, Andreessen Horowitz, and Capitol Counsel. Connor holds an A.B. in Philosophy with a minor in African-American Studies from Georgetown University. REGISTER HERE

Free