NBIA FTI 2009

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Workshops

Facilities Management

Monday, Oct. 7
9 a.m. – 4 p.m.

The incubator facility is one of the most important assets a program – and a community – can have. It provides a place for entrepreneurs to create, network and grow. It is also a cost center that needs professional management. Many incubator managers take on that responsibility, charged with supervising the maintenance and upkeep of the building, dividing space, buying equipment and managing risk.

This workshop addresses these areas and provides you with a foundation on which to build a facilities management program for your incubator. The workshop explores how successful incubator facilities are positioned in a community, how they are managed and how they are cared for.

Speakers
Sandra Cochrane, Technology Business Consultant, Michigan Small Business and Technology Development Center, Kalamazoo, Mich.
Rick Roeser, Business Development Specialist, Wisconsin Business Innovation Corp., Spooner, Wis.

What you will learn

What you will experience
Presenters will provide valuable perspectives for attendees from both rural and metro locations. You will examine several real-life examples of business incubator facilities. NBIA workshops are designed to be interactive; you’ll be greeted with robust discussions where questions are asked and answered.

Who is it for?
Facilities Management is a requirement in the NBIA Incubator Management Certificate Program. This workshop is designed for managers of all experience levels. It is particularly useful for managers with intensive facilities management responsibilities.

The Program in Brief

1. The Incubator Facility and the Community

In this section, you’ll take a look at the importance of place in business incubation and how incubators serve specific community needs. You’ll examine the mechanics of marketing surveys and feasibility studies, and learn the most important data points to know when positioning an incubator in a community.

2. Considerations for New and Existing Structures

What exactly goes into an incubator? Should you build new or acquire an existing building? What if you have no choice in the matter? This section will assist you in understanding the strengths and weaknesses of a facility. Even if you are already in a building, you’ll have a better understanding of how you might use it more efficiently and effectively to serve entrepreneurs.

3. What Incubator Managers Need to Know About Facilities Management

Facilities management is not a list of tasks; it is a full-fledged profession that often requires specialized knowledge and training. In this section, you’ll explore the professional world of the facility manager to help you understand the roles and responsibilities such a manager plays.

4. Specialized Space and Sustainability

The final section looks at specialized incubation space. How is lab equipment acquired? What should go into a lab? These questions and more are answered as you explore sectors with specific equipment needs, including wet labs, dry labs, kitchens, manufacturing and more.

Finally, you’ll see how incubators leverage their facility to generate revenue through special programming, events and sponsorship.

The Entrepreneurial Ecosystem: Building a Comprehensive Venture Development Program

Monday, Oct. 7
9 a.m. – 4 p.m.

Sponsored by Incutrack

Business incubators are just one of many programs available to those wishing to encourage the development and growth of start-up companies. These diverse programs contribute to a community’s entrepreneurial ecosystem. When combined with best practice incubation, this ecosystem can be a powerful driver of start-ups and innovation.

The Entrepreneurial Ecosystem: Building a Comprehensive Venture Development Program takes a comprehensive look at how managers can leverage partnerships with other types of entrepreneurial support organizations or develop their own adjunct programming to complement their incubation program. Presented by successful incubation professionals and organized into two parallel tracks, you’ll be able to select the content that best fits your strategic goals.

Speakers
Jim Bowie, Associate Director, University of Central Florida Business Incubator, Orlando, Fla.
Thea Chase, Managing Director, Cal Poly Center for Innovation and Entrepreneurship, San Luis Obispo, Calif.
Karl LaPan, President & CEO, Northeast Indiana Innovation Center, Fort Wayne, Ind.
Tom Strodtbeck, Director of Events and International Programs, National Business Incubation Association, Liverpool, United Kingdom
Jasper Welch, President & CEO, National Business Incubation Association, Durango, Colo.

What you will learn:

The workshop is organized into two tracks.

Track One, Connecting With Entrepreneurs: Locally, Regionally and Internationally, looks at three strategies designed to help incubators find and support the people behind successful start-ups.

Sessions in this track include:

Track Two, Building the Programs That Today’s Entrepreneurs Need, looks at other service offerings an incubator can create to provide the right tools for their entrepreneurs.

Sessions in this track include:

What you will experience
This workshop will offer dynamic, up-to-date information delivered by industry professionals. You’ll have the opportunity to build your own training as well; feel free to move between the two tracks and six sessions to create a customized workshop that meets your needs. We'll be taking audio recordings of the sessions in each track, so you'll have electronic access to recordings of both tracks following the event. 

Who is it for?
Though professionals of any skill level are welcome, this workshop is designed for more experienced incubation professionals with at least three to four years in the field of business incubation.

Program Schedule (subject to change)

9:00 – 9:30 a.m.

Introduction to the workshop (introduction to the entrepreneurial ecosystem concept, development of the topics, introductions by speakers)

9:30 – 10:45 a.m.

Breakout one

Track one: Developing Student Entrepreneurship Programs

Track two: Angel Investor Networks

10:45 – 11:00 a.m. Break
11:00 a.m.– 12:15 p.m.

Breakout two

Track one: International Business Incubation

Track two: Accelerator Programs for Business Incubators

12:15 – 1:30 Lunch
1:30 – 2:45 p.m.     

Breakout three

Track one: Economic Gardening

Track two: Coworking Space

2:45 – 3:15 p.m. Break
3:15 – 4:00 p.m. Final session and Q&A

The Fundamentals of Incubator Management

Tuesday, Oct. 8
9 a.m. to 4 p.m.
Sponsored by TCU Neeley School of Business Entrepreneurship Center

The Fundamentals of Incubator Management takes an in-depth look at every aspect of business incubation, covering client intake, incubator services, business models, missions and graduation. You’ll take a look at the history of business incubation, with a view toward where the industry is headed. You’ll learn best practices and examine the various business models that support an incubation program. You’ll also explore the policies and agreements that govern the operation of an incubator, see how incubators collect and disseminate impact data, and much more.

Speakers
Ana Greif, Director of Business Development, Impulsa Business Accelerator, Tucson, Ariz.
Devon Laney, Chief Operating Officer and Vice President for Client Services, Innovation Depot, Birmingham, Ala. 

What you will learn

What you will experience
This full-day workshop offers the opportunity to learn with colleagues from around the globe. NBIA workshops are designed to be interactive, where participants are encouraged to share ideas and have their questions answered.

Who is it for?
This full-day workshop offers the opportunity to learn with colleagues from around the globe. NBIA workshops are designed to be interactive, where participants are encouraged to share ideas and have their questions answered. This workshop is also an important part of the NBIA Incubator Management Certificate Program.

The Program in Brief

1. History and Future of Business Incubation

You'll learn where business incubation came from, how it has evolved and how it addresses the challenges of contemporary entrepreneurship.

2. Best Practices of Business Incubation

Best practices provide a proven platform from which to create program excellence. In this section, you'll look at those practices and how they are used in real incubators.

3. Policies and Procedures: How Incubators Structure Their Programs

What services are entrepreneurs entitled to? What can they do with their space? How can you manage risk in your building? How do you collect rents and fees? All these questions and more will be answered in this review of incubator policies.

4. Collecting and Disseminating Impact Data

Successful incubators are conscious of their need to return value to their stakeholders. In this session, we look at who those stakeholders are, how to collect the data that is important to them and how to disseminate that data.

Updated for 2013!Developing a Successful Incubator

Tuesday, Oct. 8
9 a.m. to 4:30 p.m.
Sponsored by Texas Manufacturing Assistance Center

This comprehensive course, specific to those who are developing or considering developing an incubation program, will discuss all elements of creating a successful incubator. The presenters, who have conducted market assessments and/or helped launch more than 100 incubation programs, will address market assessment, site evaluation, facility design, organizational structure, staffing and compensation, programs and services, financial forecasting, marketing and client recruitment. They also will discuss the development of acceleration programs and highlight ways business incubation and acceleration can work together or independently. Developing a Successful Incubator is a must-attend if you want to put your program on the right path.

Speakers
Carol Lauffer, Partner, Business Cluster Development, Palo Alto, Calif.
Chuck Wolfe, President, Claggett Wolfe Associates, Auburn, Calif.

What you will learn

What you will experience
An interactive learning event led by professionals with more than 40 years of practical and technical experience in designing and implementing best practice business incubation and acceleration programs.  You will take away materials highlighting the latest information on U.S and global industry best practices, lists of key resources, sample documents and more.

Who is it for?
Developing a Successful Incubator is for anyone who is interested in starting an incubation program, including university commercialization professionals, economic developers, incubator funders and stakeholders, community leaders and government officials.

The Program in Brief

1. Incubation Programs & What Makes Them Successful

The workshop begins with an overview of business incubation, from a statistical profile to the latest trends. We’ll identify the traits of successful programs and discuss their role in the entrepreneurial ecosystem. We’ll also talk about best practice programs that have provided positive returns to their stakeholders by supporting the growth of successful ventures.

2. The Incubator Development Process and Business Planning

What are the steps in developing a successful program, from idea to grand opening? We will walk you through the entire development process, and answer your questions throughout the day. You’ll learn how to assess your market and help to identify potential assessment tools. We’ll talk about building a business plan designed to capture your market opportunity.

3. Establishing the Right Operating Structure

A mission-driven board and management team are critical to a program’s success. As a result, we’ll help you look at different options by addressing each of the following questions. What is my mission? How should we structure and staff the organization? What physical and/or virtual operating platform should we provide?

4. Creating Programs and Services that Will Produce Successful Companies

The right mix of programs and services can make or break your efforts to build successful companies.  We will look at the key components needed to transform your building into an incubator or accelerator and how to differentiate your efforts from other programs in your region. We’ll discuss the latest approaches used by best practice incubation and acceleration programs including coaching, mentoring resources networks, access to capital, etc.
 
5. Marketing, Client Recruitment and Selection

Engaging the right clients will significantly impact program outcomes. The process is selective, but you must first reach those who might benefit from what you have to offer. We’ll discuss how to develop a marketing plan using different outreach and recruitment approaches including social media and conventional methods.

6. Budgeting and Funding

What type of budget do you need? What does a development and operating budget look like? What are the typical sources of funding? How much money do you need to develop, start and operate a program? We’ll explore the answers to these questions and share some examples from other projects.

Marketing on Minimal Money

Tuesday, Oct. 8
9 a.m. to 4 p.m.

Effective marketing can be a challenge for any incubator manager, many of whom do not have the time (or the budget) to create a proper plan to promote their program to stakeholders and potential clients. This workshop will teach you how to construct and implement a low-cost incubator marketing strategy. You will learn how to assess and understand your market, create a strategic marketing plan, use social media to maximize market exposure, and understand metrics for calculating the true effect of your marketing campaigns. 

Speaker
Mark Long, President, Long Performance Advisors, Ellettsville, Ind.

What you will learn

What you will experience
You will be given examples of marketing materials and asked to compose a marketing campaign for your incubator. You’ll leave with a comprehensive understanding of how to market, where to market, when to market and what to market for your program.

Who is it for?
If you're looking to gain specific ideas, tactics and tools to market your incubator to potential clients, stakeholders and your community on a reasonable budget, this workshop is for you. While it targets intermediate attendees with two to four years in the field of business incubation, all experience levels are welcome.

The Program in Brief

1. A definition and framework for marketing

The presenter will provide a general overview of what marketing is (and is not), along with information about public relations, sales, and what to expect from marketing your incubation program.

2. Where and Why to Market

In this portion of the program, we will cover the basic framework of marketing – content, context and community – as well as why and where you need to market your program and how to format a "marketing plan."

3. Best Practices in Business Incubation Marketing

In this section we will cover how operating incubators use best practices in incubator marketing, how incubators use different modes/models of marketing in different circumstances, and what works in today's age of social media.

4. Adapting and Attempting Incubator Marketing

Here, we will discuss transitioning your marketing model over time and adapting to changes in your client base and needs. We will construct actual marketing models and the use of sales collateral for your incubation program.

Serving Client Companies

Wednesday, Oct. 9
9 a.m. to 4:30 p.m.
Sponsored by GrowthWheel International

Successful incubation programs are targeted to the specific needs of your client companies and delivered in a cost-effective way. The goal? Start-up successes where your clients can generate sales, gain customers, raise money and create jobs. This workshop will explain how to develop an effective lineup of client services, covering topics including the importance of value-added programs for clients, various incubator service delivery models, how to help your clients attract outside capital and more. Most importantly, you’ll learn how to manage a multiplatform service offering that provides the best chance for your clients’ success.

Speaker
Jeff Reid, Incubator Director, West Texas A&M University Enterprise Center, Amarillo, Texas
Leslie Lynn Smith, President and CEO, TechTown, Detroit, Mich.

What you will learn

What you will experience
This workshop includes exercises to help you examine your incubator and its services strategically. You’ll get a better understanding of the types of services your clients value, ways to engage entrepreneurs and how to increase a company’s chances for success.

Who is it for?
Serving Client Companies is a requirement in NBIA’s Incubator Management Certificate Program. The program is designed for managers of all experience levels.

The Program in Brief

1. Introduction to Client Services

What are the risks start-ups face, and how do incubators help manage those risks? In this introduction, we look at the challenges facing entrepreneurs and the tools incubators use to help them succeed.

2. Education and Expertise

Incubators are knowledge centers, and in this section, we show you how incubators build educational programs for entrepreneurs. You'll also learn how incubators engage functional, subject-matter experts to provide just the right guidance for their clients. Finally, you'll look at how incubators provide the support entrepreneurs need to raise capital.

3. Environment and Engagement

Successful start-ups have powerful networks, and in this section, we show you how such networks are built. You'll also learn how to build a mentoring program for your clients and learn valuable coaching techniques to keep entrepreneurs on track for success.

4. Putting it all Together: Building Programs for Individual Clients

What does a client service pathway look like? How do you tailor your offerings to meet individual client needs? And how do entrepreneurs pay for services they use? These questions and more will be answered in a dynamic final session.

A Comprehensive Guide to Funding Start-up Companies

Wednesday, Oct. 9
9 a.m. to 4:30 p.m.

Connecting client companies to adequate and appropriate funding is an important service provided by entrepreneurial support programs. By attending this workshop, you’ll get a comprehensive overview of funding options for start-ups, including bootstrapping, crowdfunding, debt financing, and angel and venture capital investors.

You’ll leave this training knowing how your business incubator can develop strategies to help clients successfully access the funds they need to grow.

Speaker
Bob Cohen, CEO, Braintree Business Development Center, Mansfield, Ohio

What you will learn

What you will experience
With lectures as well as small-group discussion breakouts, this workshop will also include case studies of funding scenarios and videos of crowdfunding pitches that attendees will watch, rate and discuss.

Who is it for?
This workshop is for incubator managers looking to enhance their clients’ ability to tap into four broad funding sources. It is targeted toward intermediate attendees with two to four years in the field of business incubation.

The Program in Brief

1. Bootstrapping

In this section, you'll learn how to self-fund a business and structure agreements for friends and family funding, and discuss the importance of cash management for a start-up. You will learn from real case studies (both successful and unsuccessful) creative ways that entrepreneurs have sought funds for their start-ups. You will also get a primer on the cash-flow issues specific to start-ups.

2. Crowdfunding

This segment will include an explanation of crowdfunding mechanisms and how entrepreneurs access these programs. You will analyze real examples of crowdfunding campaigns and learn the importance of the "ask" amount, reward levels and pitch video. You will also get an overview of the Jumpstart Our Business Startups (JOBS) Act, its implication for equity-based crowdfunding, and the current state of regulatory changes by the U.S. Securities and Exchange Commission.

3. Debt Financing

Discover how loans are acquired, accounted for and managed. Learn about convertible debt agreements and various loan options, including commercial bank products, lines of credit, government-backed loan programs and microfinancing. We will delve into interest rates, terms, amortization, credit score repair and factoring.

4. Angels and Venture Capital

How are angel and venture capital deals made, structured and executed? How should entrepreneurs decide whether to enter into an equity agreement? How do angel investment groups operate? Find the answers to these and many more questions in this final part of the workshop.

Strategies for Financial Sustainability

Wednesday, Oct. 9
9 a.m. to Noon
Sponsored by WKI - wendykennedy.com

In order for an incubator to be successful, it must be sustainable. Achieving sustainability requires a strategy, long-term planning and continuous innovation. This workshop will help you develop a sustainability plan for your program using best practices. Topics will include assessing gaps in capacity and identifying opportunities; developing multiple, diversified revenue streams; finding operational funding; and implementing innovative approaches that will attract new clients and revenue.

Speakers
Carol Lauffer, Partner, Business Cluster Development, Palo Alto, Calif.
Darlene M. Boudreaux, Executive Director, TECH Fort Worth, Fort Worth, Texas

What you will learn

What you will experience
Attendees will learn about several real-world models and approaches from across the United States from industry veterans who have advised numerous incubators on how to achieve sustainability.

Who is it for?
This workshop is for attendees who want to learn how to effectively plan for sustainability and gain innovative approaches to obtain new, multiple revenue sources for long-term financial sustainability. It is targeted toward intermediate to advanced attendees with at least three to five years in the field of business incubation.

The Program in Brief

1. Sustainability and Why It Matters

What is financial sustainability? What’s the difference between sustainability and self-sufficiency? Do incubators need subsidies and for how long? Can incubators really achieve sustainability?

2. Best Practices for Sustainability

Best practices for sustainability include the development of multiple (typically, six to eight) and diversified revenue streams and advance planning to build resilient programs that can survive funding changes. We’ll answer questions such as: What are some of the types of revenue streams for incubators? What does a budget with multiple revenue streams look like? How do I deploy best practices in my incubator?

3. Sustainability Plans: How to Develop and Implement a Plan

Learn the process for creating sustainability plans, starting with how to assess your current program and funding and how to identify realistic goals. We’ll discuss strategies and entrepreneurial approaches. Then, we’ll learn how to implement sustainability plans and work with your board and stakeholders to engage them in the process.

4. Innovative Approaches

More conventional approaches to sustainability may include pricing strategies and sponsorship programs, but what else is out there? We’ll discuss conventional and creative approaches, such as: funding sources that not only provide revenue, but also bring in new clients; program-based funding that can be used to support staff and operations; contract revenue from government agencies and corporations for providing commercialization and other services; scholarships for targeted client types; and the addition of a new industry sector to recruit more clients.

5. Examples of How Incubation Programs Have Planned for Sustainability

We’ll share real-world examples of incubators that have put these practices into action, the results they have achieved and the lessons they’ve learned. We’ll explore how to use this information to help your incubator to achieve sustainability.