Monday, January 27, 2014

Meet the Review Team!





3CORE Review Team

As part of the process, once you become a Seed Fund applicant, you must pitch your business to a group of our Review Team members. Here is a little background on who some of them are, and why they wanted to become a Review Team Member for 3CORE's Business Vitality Seed Fund.

Geoff Chinnock, CPA
Principal, Morrison & Company

The reason why most small businesses fail is because they don’t plan.  Ideas are great, in fact they’re vital, but how are you going to turn that idea into a plan and then execute?  I work in a small business that has been in operation for 11 years and I can attest to you that planning never stops.  We evaluate our objective, strategy and tactics formally on a weekly basis, something I’d encourage other businesses to try.

3Core’s Seed Fund is a way to give established businesses that extra push they need.  Not just through funding, but also by working along side that business and helping them critically evaluate and question their business plan and business model.  I am thankful for the services 3Core is providing the community through the Seed Fund, and that’s why I appreciate being part of their review team. 

At Morrison & Company we are in business to help other businesses.  Whether it is a feasibility study, a business plan, some interim CFO help, or other project that requires analysis, we are here to assist.  When we worked in “industry” we hired “consultants” and we remember what dealing with them can be like – we’ve been there, and we promise not to do the same to our clients.

I’ve always had the entrepreneurial “itch”, but was never able to scratch that itch until I joined Morrison & Company over six years ago.  First as a part of the Morrison team and now a Principal, it is very rewarding to work every day to meet our clients’ needs with valuable services, develop professionally with the rest of our team, and grow our business, both locally and out of the area.



Audrey Taylor
President & CEO, Chabin Concepts

As a local company, we have a personal stake in the success of our regional economy. As a nationally recognized consulting firm with experience in hundreds of communities, we have a broad perspective on business needs and market potential. Our familiarity with businesses, site selectors, communities, and regulators provides the necessary perspective to ask probing questions of early stage entrepreneurs.

At our core we are problem solvers. Where others see roadblocks, we see alternate routes. We regularly call on our extensive contacts in the public and private sector to connect businesses with resources. For example, when Springboard BioDiesel, a young entrepreneurial company envisioned small-scale biodiesel production from yellow grease to further reduce carbon-foot print by creating closed loop systems, we were able to meet with California Energy Commission, prepare a business plan/application to fund the pilot plant here in Chico. We have the background to not only vet companies for investment but also direct them to alternative solutions if warranted.

As an independently operated small business that started as a two-person operation 24 years ago, we have firsthand knowledge of the challenges associated with starting and growing a business with a national presence. But more significantly, we have consistently supported entrepreneurial development from all perspectives locally, including:
  • Spearheading establishment of Butte County’s first small business incubator (1988)
  • Coordinating establishment of the North State Innovation Lab in Chico (2011) which is now Innovate North State
  • Conducting in-depth research for 3CORE’s Entrepreneurial Action Plan for Butte County (2012)
  • Successfully securing over $60 million in grants for communities and organizations to provided business services
  • Assisting companies, such as, Springboard Biodiesel, Transfer Flow, Roplast, Fafco, Stapleton/Spence and Graphic Packaging Inc. with expansion and new product development.


Chabin’s commitment to the local business community is evident in the number of volunteer hours we have contributed to supporting it — from participation on local boards, to coordinating development of products such as the Chico Business Services Guide and the online North State Manufacturer’s Directory currently in development, to facilitating the recent Retail Market Analysis Study and helping advocate CARB regulations and Oroville’s Enterprise Zone Status.

In an effort to illustrate just how important businesses are to our community, we introduced the Economic Impact Analysis tool to NoRTEC, Workforce Development Network. NoRTEC has made this tool available, at no cost to the County, Cities and business service organizations to calculate the direct and indirect economic impacts each business has on the community, financially and in terms of job creation.

To create economically healthy communities there has to be continuous cycle of entrepreneurial development and diversification, from small start-ups to established middle market companies that innovate from within, such as, Sierra Nevada Brewery.



Noelle Ferdon
Director of Local Food Systems

With a background in law and policy, Ms. Ferdon has worked on food and agriculture issues throughout the Central Valley, and California, for nearly a decade. Before formally joining the Northern CA Regional Land Trust as Director of Local Food Systems in January 2012, she worked as a contractor for the Land Trust. Ms. Ferdon has worked on projects including coordinating the Buy Fresh By Local, North Valley agricultural marketing program, editing and publishing the North Valley’s 1st and 2nd editions of The Eater’s Guide to Local Food, chairing the Land Trust’s Technical Advisory Committee and workshop development for the Beginning Farmer Rancher Program, and overseeing the development and implementation of an online food hub in the North Valley. Prior to joining the Land Trust, she worked for nearly five years as Senior Organizer for Food & Water Watch, a national organization working to promote agricultural policies that benefit small- and medium-sized farmers and ranchers. Through her work, she aims to make local food more available, stimulate new and unique markets and raise the visibility of the farmers and ranchers direct-marketing in the region.

“I love the work of 3CORE, their steadfast commitment to supporting diverse and innovative projects, and promoting economic development through collaboration and community building. Butte county and the surrounding counties will only thrive with a network of smaller business enterprises. We don’t have the population or location to support larger industry, and creating a network of smaller businesses fosters independence, success and the economic multiplier effect is felt more deeply by the entire community.”



Laura Cootsona
Founder, LRCConsulting

Laura started her entrepreneurial career by opening a tennis specialty store in Marin County with her husband and his family. After completing a BA from UC Berkeley and a Masters in Nonprofit Administration from University of San Francisco Laura focused her attention on her own consulting firm: LRCConsulting. The firm works to better the community through training, equipping and consulting with nonprofit organizations. Her consulting practice focuses on fundraising, marketing, CEO coaching, strategic planning, and board development. In fundraising, Laura develops strategies with clients to diversify funding by sharpening their story to garner the most significant gifts and grants. Laura focuses her clients to do good WELL so that her clients operate at the highest level possible to reach their missions over time.

After having lived in the North State for 11 years with her daughters and husband, Laura has joined the team at the North Valley Community Foundation as their Director of Strategic Philanthropy where she will serve businesses and individuals by intentionally developing their philanthropic strategies. Her desire is to bring multiple groups to the table to solve real problems in creative ways and make a real difference in the community. Laura is a team player, enthusiastic, and full of energy.



LaRee Hartman, CMA
CEO/CFO of StudentStock

LaRee Hartman is a Certified Management Accountant (CMA). She worked full-time while attending college and as an alumni, she holds an Associate of Arts degree in Accounting from Butte College, a Bachelor of Science degree in Business Administration and a Master of Business Administration degree from CSU Chico. While attending school, she worked in healthcare as a Staff Accountant for National Medical Enterprises, moved onto become an Assistant Controller at Chico Community Hospital, then Controller at Glenn General Hospital, CFO for Chico Medical Group, and the Administrator of Home HealthCare Management, Inc. Switching industries from healthcare, Ms. Hartman became the Sr. Accountant at Tri Counties Bank for a few years and then moved away from Chico to the Bay Area where she worked for a fortune 500 company, Applied Materials. After 25 years in the financial world, Ms. Hartman returned to Chico and began her teaching career. She has been at Butte College since 2001.

In 2005-2006, Ms. Hartman was recognized by her peers at Butte College and awarded the "What Would We Do Without You Award" and the following year was selected as one of the Outstanding Faculty of the Year.

In addition to teaching, she is currently the CEO of startup company StudentStock.com, an online photography service, which integrates a social networking site with an e-commerce search engine.  StudentStock facilitates the sale of untapped images of hundreds of thousands of art and photography students. Currently in a live beta, it is planned to launch in September 2013.

As a teacher and mentor Ms. Hartman enjoys helping people. Being on a review team allows her to collaborate with other professionals and give assistance to new entrepreneurs. She has a strong financial background and is happy to share with others and being part of a review team allows her this opportunity.

Ms. Hartman has lived in Chico since the 4th grade (with the exception of a short stint in the Bay area). She loves Chico and all there is to enjoy by living here. She knows how hard it is to start a business from personal experience, and believes the more we help and support each other, the better Chico becomes. The more our local businesses grow, the better our economy here at home. Ms. Hartman wants Chico to remain a thriving business community where people can begin a business successfully and watch it grow.



Tim Peters
Consultant, Morrison & Company

After graduating from Chico State in 2007 with an Accounting degree, Tim went to work for Matson and Isom here in Chico.  While with M&I, he prepared tax returns for businesses and individuals and worked on financial statement audits for clients throughout Northern California.  In 2010, he earned his CPA license.  Tim left M&I in 2011 to join Morrison & Company as a consultant.  In his time with Morrison & Company, he has helped prepare Business Plans and Feasibility Studies for clients looking to expand the current scope of their business, prepared numerous grant applications for clients seeking federal and state funding, and currently serves as part-time controller for a local farming company.

Tim enjoys being a part of the Review Team because he is always interested in meeting local entrepreneurs and seeing what unique ideas they are coming up with to find their niche in the business community.  “I grew up in Willits, CA, which has a population of about 5,000, so I have a strong appreciation for the small-town atmosphere present in much of Chico’s business community.  At the same time, I want to see these businesses grow and be successful.”



Jovanni Tricerri
Executive Director, Chico Stewardship Network

Jovanni serves as the Executive Director of the Chico Stewardship Network, a community initiative founded to address a growing need for civic engagement in fostering community transformation. The idea behind the Chico Stewardship Network is that communities work best when its citizens adopt a widespread ethic that engages everyone to contribute to the success of their community. Stewardship is an ethic that embodies the responsibility each citizen exercises for themselves and their community to make it a better place for everyone.



With 15 years experience in international relief and development work, Jovanni has travelled to over 35 countries as a strategic advisor on issues related to poverty, international relations, leadership development and peace and reconciliation initiatives. Currently, he serves as an advisor to several international non-profit organizations in Central and South America, South Asia, and Africa.

Jovanni received his Bachelor of Arts degree from Westmont College in Santa Barbara, CA and is working toward a Master of Arts degree in Communication and Leadership from Gonzaga University in Spokane, WA.



Michael Redman
Co-founder, Half a Bubble Out

Michael Redman is the co-founder of Half a Bubble Out Marketing with his wife Kathryn and is in development of a new company called Habo Village. Michael stands against work that sucks, businesses that fail and help that doesn’t help. To do this both companies enthusiastically provide real world business consulting, training and services to leaders so they can achieve their dream of running a company that is both profitable and meaningful.  He calls this pursuit Passion and Provision and believes that both are important for the long-term success of a company.

In 2002 Michael and Kathryn began their dream in the spare bedroom at home, moved to their converted garage, like all great startups, and in 2005 moved to an office that was more than 30 feet from their bedroom. His background covers marketing and sales, He has a B.S. degree in performance improvement of organizations and sees the leader as one of the most important aspects of starting and running a company.

For over a decade Michael and his wife have lead their company through the ups and downs of the tech industry, the largest real-estate bubble in history and the great recession. Michael says, “We are really proud of two things, the companies we help and partner with and the fact that we have navigated the great recession as a company.”  Since 2002 Half a Bubble Out has grown from their early starts in the converted garage here in Chico to serving clients across the country and around the world.  Because of this Michael understands the importance of culture in your message and in your development.

The reason Michael is so encouraged to be on the 3Core review team is because he passionately believes in the dream of small business and believes we need to be actively involved in helping new companies develop and succeed over the long haul. Michael also says, “We need more new companies in Chico that are healthy in three ways.  Financially to fuel realistic growth, operationally to provide sustained growth and relationally because it is the people of an organization that make it possible for a company to grow.  Since we all work a large percentage of our waking lives we deserve to have meaningful work at a fair wage that allows us to contribute to something meaningful and I think that the 3Core Review Team will contribute to that in the greater Chico area.”


Mark Sorenson

Chico is one of the best places on earth to live. We have a close-knit community, Bidwell Park, a low cost of living, and a university that produces some of the smartest, most innovative entrepreneurs I can think of. Yet, every year, we lose these talented people to places like the Bay Area and SoCal. Why? I believe it's because there exists a false perception that Chico is not equip to offer the same resources as some of these larger cities. Many of these young graduates and other community entrepreneurs believe that their chances for success are greater if they go elsewhere. This is simply not true. 

I founded a company called KarmaKey outside of Chico where I thought the grass was supposedly greener. I raised capital from angel investors all over the world, worked my tail off, and made so many rookie mistakes that the company ultimately failed. It was the greatest learning experience in entrepreneurship that I could have ever received. 

Now that I am back here in Chico, I've found that the grass is greenest where you water it, and Chico has some pretty deep wells. I founded Social High Rise right here in Chico where there is plenty of access to capital, and more importantly, plenty of brilliant mentors who are eager to help young entrepreneurs build valuable companies in our very own community. 

3CORE is on the forefront of the effort to help local entrepreneurs thrive, and I am grateful and honored to be the recipient of their support. I am passionate about entrepreneurship, and want nothing more than to see more entrepreneurs succeed in building their start-ups in my hometown. That is why I am thrilled to be part of 3CORE's review team. My goal is to help create a smarter, stronger, and tougher breed of entrepreneurs whose companies will help grow our local economy and make an impact on the world. 


We are also honored to have the following members on our review team;

Michael Dailey of Morgan Stanley
Ryan Cheung of Matson & Isom
Matt York of One Media Player per Teacher
Kathryn Schifferle of Work Truck Solution
Brian Pierce of Advanced Light Technologies, LLC
Karli Olsen of Matson & Isom
Alexa Valavanis of North Valley Community Foundation
Lisa Ventimiglio of Rabobank
Sean Morgan of California State University, Chico, and the Chico City Council
Steven Hoke of Morgan Stanley
Dan Blair of PG&E
Aaron Stewart of Aaron Stewart Law Firm
Crystal Estes of Auctiva
Sean Isom of Matson & Isom Technology
Rory Rottschalk of Culp & Tanner