H O S T E D B Y T E C H F O R T W O R T H A A

VISIT ONLINE FOR MORE INFORMATION WWW.NBIATRAININGINSTITUTE.ORG

H I L T O N F O R T W O R T H • F O R T W O R T H , T E X A S A A

The Training Institute offers

informal networking and targeted, in-depth workshops geared to incubation and economic development professionals.

join us to

Learn strategies to grow stronger companies

Gather techniques to enhance your incubation

program

Connect, network and share ideas with skilled

incubation experts

Facilities Management*9 a.m. – 4 p.m.

The Entrepreneurial Ecosystem: Track One 9 a.m. – 4 p.m.

The Entrepreneurial Ecosystem: Track Two 9 a.m. – 4 p.m.

Vendor Mixer sponsored by UPS5 – 6 p.m.

The Fundamentals of Incubator Management*9 a.m. – 4 p.m.

Developing a Successful Incubator9 a.m. – 4:30 p.m.

Marketing on Minimal Money9 a.m. – 4 p.m.

TECH Fort Worth Tour5:30 – 7:30 p.m.

Serving Client Companies*9 a.m. – 4:30 p.m.

A Comprehensive Guide to Funding Start-up Companies9 a.m. – 4:30 p.m.

Strategies for Financial Sustainability9 a.m. – Noon

Texas Incubators MeetingNoon – 1:30 p.m.

Fort Worth is an iconic American city that manages to be both historic and modern at

the same time. You can experience the city’s Western heritage in the Stockyards District; take advantage of the dining, shopping and entertainment options in Sundance Square; or visit the gardens and museums in the Cultural District. Don’t miss this chance to join us and enjoy a true Texas experience.

M O N D A YO O T U E S D A YO O W E D N E S D A YO O

* NBIA INCUBATOR MANAGEMENT CERTIFICATE PROGRAMNBIA members can earn an Incubator Management Certificate by completing four workshops. Three of the requirements, Facilities Management, The Fundamentals of Incubator Management and Serving Client Companies, are being offered during this event. For more information about earning the certificate, visit www.nbia.org/certificate.

Early-bird (by Aug. 30)

$239

$399

$279

$499

On-site (after Sept. 21)

$379

$549

$419

$649

Credit card information must be complete for online registrations to be processed. If you use the hard-copy form to register, you can pay by check, money order or credit card. The cost of your registration is determined by NBIA membership, when you register and the number of workshops you want to attend.

Buy multiple workshops & save!

REGISTERVisit nbiatraininginstitute.org to register online or download a hard-copy registration form.

HALF-DAY WORKSHOP

nbia member n

FULL-DAY WORKSHOP

nbia member n

HALF-DAY WORKSHOP nonmember n

FULL-DAY WORKSHOP

nonmember n

Regular(Aug. 31 – Sept. 21)

$279

$449

$319

$549

buy two workshops

and save

buy three workshops

and save

www.nbiatraininginstitute.org

THANKS TO OUR HOST TECHFORTWORTH.ORG

After the workshops end for the day, meet our sponsors and exhibitors. Their products and services make

your job easier and help provide better support to entrepreneurs. Sample light hors d’oeuvres, relax with colleagues, and enjoy a drink on us.

mon • oct •7

ACTIVIT IES

F O R T W O R T H , T E X A S

2013

tues • oct •8

wed • oct •9

VENDOR

MIXER

5 – 6 p.m.

TECH Fort Worth is an incubator whose programs are specifically designed to provide technology

inventors and entrepreneurs with support that helps entrepreneurs formulate a feasible business model. The incubator also works with start-up companies to execute their plans, helps to create an entrepreneurial community and fosters student entrepreneurship.

TECH FORT

WORTH

TOUR

5:30 – 7:30 p.m.

This meeting is open to all members of Texas incubation programs.

TEXAS

INCUBATORS

MEETING

Noon – 1:30 p.m.

SPONSORED BY UPS, THE OFFICIAL LOGISTICS PROVIDER OF NBIA

DAY

Facilities Management

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’ll learn

• How to analyze your community’s needs and position your incubator to meet those needs

• Important considerations related to locating, designing, renovating and expanding an incubator facility

• The key responsibilities of a facility manager

• Safety, security and other risk factors

• Needs of niche incubators: wet labs, kitchens and other specialized programs

What you will experienceAttendees will examine several real-life examples of business incubator facilities. Presenters will provide valuable perspectives for attendees from both rural and metro locations. 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.

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 Incubation Program, 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 KingdomJasper Welch, President & CEO, National Business Incubation Association, Durango, Colo.

The Entrepreneurial Ecosystem: Building a Comprehensive Venture Development Program

9 A.M. – 4 P.M.

9 – 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 a.m. Break

11 a.m. – 12:15 p.m.Breakout two: Track one: International Business Incubation Track two: Accelerator Programs for Business Incubators

12:15 – 1:30 p.m. Lunch

1:30 – 2:45 p.m.Breakout three: Track one: Economic GardeningTrack two: Coworking Space

2:45 – 3:15 p.m. Break

3:15 – 4 p.m. Final session and Q&A

subject to change

more online

For longer workshop descriptions,

visit nbiatraininginstitute.org

DAY

What you’ll learnThe 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:• Developing Student

Entrepreneurship Programs, where you’ll learn how incubators encourage and develop a community’s most valuable resource – its youth entrepreneurs.

• International Business Incubation, an examination of how incubators and entrepreneurs enter international markets and provide services to international companies looking to establish operations in your area.

• Economic Gardening, where you’ll examine “grow from within” strategies to support existing businesses in a community. These strategies can be added to an incubation program as an additional service and can encourage greater community participation and support for a program.

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:• Angel Investor Networks,

where you’ll learn how incubation programs have partnered with, or in some cases created, networks of angel investors to provide much-needed funding for their start-ups.

• Accelerator Programs for Business Incubators, an overview of this expanding phenomenon in entrepreneur support. You’ll learn how to leverage the best practices of accelerators and integrate these practices into your own program.

• Coworking Space, where you’ll examine how incubators are increasingly using this dynamic, informal program to stimulate entrepreneurial creativity and networking.

What you will experienceThis 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.

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.

more online

For longer workshop descriptions,

visit nbiatraininginstitute.org

The Entrepreneurial Ecosystem: Building a Comprehensive Venture Development Program (continued)

The Fundamentals of Incubator Management

9 A.M. – 4 P.M.

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 examine the history of business incubation, with a view toward where the industry is headed. You’ll learn best practices and study 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’ll learn

• The stages of incubator development

• The importance of mission in business incubation

• The steps in the business incubation process, from client recruitment to graduation

• How to formulate client-intake policies that best serve your entrepreneurial markets

• How to create graduation policies to enable healthy deal flow

• How to create policies and procedures to help client companies grow

What you will experienceThis 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?The Fundamentals of Incubator Management is for new incubation professionals from any industry sector and those interested in grounding their programs in best practices. This workshop is also an important part of the NBIA Incubator Management Certificate Program.

DAY

Developing a Successful Incubator

9 A.M. – 4:30 P.M.

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’ll learn

• How to identify your market opportunity

• The difference between incubation and acceleration programs

• How to customize your program to meet current and future market needs

• How to develop a business plan

• How new programs can obtain and sustain funding

• How to prepare revenue projections and develop an operating budget

What you will experience This workshop provides an interactive learning opportunity 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.

DAY

UPDATED FOR 2013

Marketing on Minimal Money

9 A.M. – 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’ll learn

•Howtomakeuseoftoolsalreadyat your disposal to discover your market and conduct market research

•Thedifferencebetweenmarketing and public relations

•Howtoleveragesocialmediaplatforms, including Twitter, Facebook and LinkedIn

•Planningandbudgetingtechniques for marketing

•Howtomanagetheexecutionofa marketing plan

What you will experienceYou 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.

more online

For longer workshop descriptions,

visit nbiatraininginstitute.org

DAY

Serving Client Companies

9 A.M. – 4:30 P.MSuccessful incubation programs are targeted to the specific needs of their client companies and delivered in a cost-effective way. The goal? Start-up successes where 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.

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

What you’ll learn

• The four key areas of client services and how they assist start-up growth

• What makes a training program a success

• How incubators facilitate networking, both within the program and the community

• Tips for client engagement: what to track, how to coach and other advice for working with clients

• How to choose and manage mentors, advisors and service providers

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.

Connecting client companies to adequate and appropriate funding is an important service provided by entrepreneur 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 investment.

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’ll learn

• How businesses can self-fund and structure agreements for FFF (“friends, family and fools”) funding

• Tips on how entrepreneurs should manage crowdfunding support and how crowdfunding might affect future investment

• How loans are acquired, accounted for and managed

• How angel and venture capital deals are made, structured and executed

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.

A Comprehensive Guide to Funding Start-up Companies

9 A.M. – 4:30 P.M.

more online

For longer workshop descriptions,

visit nbiatraininginstitute.org

DAY

Strategies for Financial Sustainability

9 A.M. – NOON

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 Ryan, Executive Director, TECH Fort Worth, Fort Worth, Texas

What you’ll learn

• The process for sustainability planning

• The role of subsidies

• Ways to create multiple and diversified revenue streams, including:

Attracting new clients and getting a funder to pay for them

Funding operations through the creation of new programs

Generating income through contracts

Adding a sector focus to expand the incubator’s market

Applying practical approaches to member fees and pricing

• How to engage your board and stakeholders in sustainability planning

• Approaches for business and long-term financial planning

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.

more online

For longer workshop descriptions,

visit nbiatraininginstitute.org

techfortworth.orgEncourages the development

of the technology business community by helping regional entrepreneurs commercialize

innovative technology.

incutrack.comincuTrack™ is a comprehensive, secure, Web-based information tracking and reporting system designed specifically for business incubators and accelerators. incuTrack helps automate and manage all aspects of your incubator – providing an effective and economical solution that has been deployed in dozens of incubators worldwide.

ups.comUPS is a global leader in logistics, offering a broad range of solutions including the transportation of packages and freight, the facilitation of international trade, and the deployment of advanced technology to more efficiently manage the world of business. Headquartered in Atlanta, UPS serves more than 220 countries and territories worldwide.

bccresearch.comFor more than 40 years, BCC Research has been a leader in market research reports and in-depth industry analysis. BCC serves many of the world’s largest companies, incubators/start-ups, colleges/universities and technology transfer/intellectual property groups throughout the world.

turnstonefurniture.comTurnstone creates smart and simple furniture solutions inspired by the creativity and energy of emerging companies. We aspire to provide work environments that bring out their best … however they want to work.

thevianetwork.comviaNetwork offers professional visibility solutions through a freemium model that pairs presentation tools with human career services. Located on the MIT campus in Cambridge, Mass., the company provides incubator managers with a video CRM to screen, track and communicate with start-ups remotely.

equitynet.comEquityNet is a patented, Web-based software system that incubators, capital providers and advisors use to support and monitor business planning and maturation. Entrepreneurs use EquityNet to model, analyze and plan an operational business – providing a knowledge path to success.

www.legalzoom.comLegalZoom is the leading provider of personalized, affordable online legal solutions for small businesses. Founded more than 12 years ago by attorneys with experience at some of the country’s top law firms, LegalZoom has helped more than 2 million Americans with trial-tested legal documents.

growthwheel.comGrowthWheel International is the creator of the GrowthWheel® – a systematic and creative tool used by business advisors to help start-ups make decisions and take action. The GrowthWheel is available on a license basis, and today hundreds of advisors have been certified in using the GrowthWheel method.

BECOME A TRAINING INSTITUTE SPONSORTo learn how, contact Sheila Buckley, NBIA’s director of development, at sbuckley@nbia.org or (740) 593-1892.

THANKS TO OUR HOST

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