Agenda, panel contacts and speaker bios for the "Government Contracting as a Small Business Growth Strategy" event in Austin, Texas on May 12, 2016. Four Panels include: (1) Small Businesses Who Figured it Out, (2) Getting on the Right Bid Lists & Getting Certified, (3) Finding the Money to Grow: What Lenders Want You to Know and (4) No Need to Go It Alone.
Presented by the Texas State Small Business Development Center (SBDC) and the Texas Facilities Commission (TFC).
2. Agenda (Morning)
9:00 am Welcome & Program Overview
9:15 am Panel 1: Small Businesses Who Figured it Out
10:15 am Networking Break
10:45 am Panel 2: Getting on the Right Bid Lists & Getting Certified
12:00 pm Lunch
3. Agenda (Afternoon)
1:15 pm Recap of Morning Panels & Preview of Afternoon Panels
1:30 pm Panel 3: Finding the Money to Grow: What Lenders Want You to Know
2:30 pm Networking Break
3:00 pm Panel 4: No Need to Go It Alone
3:45 pm Wrap-up / Preview of Upcoming Sessions / Networking
4. Panel 1: Small Businesses Who Figured It Out
Patti Winstanley
President
Aztec Promotional Family
of Companies
2815 Manor Road
Austin, TX 78722
512.744.0195
patti@aztecworld.com
www.aztecworld.com
Tiffany Tremont
President & CEO
Silotech Group
10100 Reunion Place
Suite 250
San Antonio, TX 78216
210.569.0953
ttremont@silotechgroup.com
www.silotechgroup.com
5. Panel 2: Getting on the Right Bid Lists &
Getting Certified
Richard San Jose, MSG, (Ret.)
TXMAS Program Coordinator
Texas Comptroller’s Office
PO Box 13186
Austin, TX 78711-3186
512.463.3421
Richard.SanJose@cpa.texas.gov
http://comptroller.texas.gov
Jerome “JT” Guerrero
HUB Program Specialist
Travis County
P.O. Box 1748
Austin, TX 78767
512.854.4852
jerome.guerrero@traviscountytx.gov
https://www.traviscountytx.gov
Sean Smith
Business Opp. Specialist
SBA San Antonio District
615 E. Houston, Suite 298
San Antonio Texas 78205
210.403.5921
Sean.Smith@sba.gov
www.sba.gov/tx/sanantonio
Lynn Sanchez
HUB Coordinator
Dept. of Info. Resources
300 W. 15th St. Suite 1300
Austin, TX 78701
512.463.9813
Lynn.sanchez@dir.texas.gov
http://dir.texas.gov
Paula Grabowski
Statewide HUB Marketing
Texas Comptroller’s Office
1711 San Jacinto
Austin, TX 78711
512.475.5335
paula.grabowski@cpa.texas.gov
http://comptroller.texas.gov
6. Panel 3: Finding the Money to Grow:
What Lenders Want You to Know
Kara Pinnelli
Senior Vice President
Broadway Bank
911 W. 38th St., Suite 100
Austin, TX 78705
512.221.8475 Mobile
kpinnelli@broadwaybank.com
https://broadway.bank/Comm
ercial-Banking
Gary Lindner, USAF (ret.)
President & CEO
PeopleFund
2921 E. 17th St., Bldg D
Austin, TX 78702
512.222.1015
glindner@peoplefund.org
http://peoplefund.org
Artie Berne
Alternative Funding Expert
ArTex Funding
17009 Flintrock Road
Austin, TX 78738
512.750.5768 Mobile
artie@ArTexFunding.com
www.ArTexFunding.com
Krystal Loyd
VP SBA Lending
Plains State Bank
8000 IH-10 West, Suite 1525
San Antonio TX 78230
512.568.2337 Direct
kloyd@psbplains.com
http://psbplains.com/
7. Panel 4: No Need to Go It Alone
Susannah Munro
Business Dev. Specialist
UTSA PTAC
215 S. San Saba, Suite 100
San Antonio, TX 78207
210.458.3251
susannah.munro@utsa.edu
ptac.txsbdc.org
Sean Smith
Business Opp. Specialist
SBA San Antonio District
615 E. Houston, Suite 298
San Antonio, TX 78205
210.403.5921
Sean.Smith@sba.gov
www.sba.gov/tx/sanantonio
Jeremy Barndt
Business Coach
City of Austin SBP
505 Barton Springs Road
Austin, TX 78704
512.974.7873
jeremy.barndt@austintexas.gov
http://bit.ly/AustinSBP
Lisha García
Business Advisor
UTSA SBDC
501 W. Cesar Chavez
San Antonio, TX 78207
210.458.2460
Lisha.garcia@utsa.edu
http://sasbdc.org/
9. Yolanda Strey
HUB Coordinator, Texas Facilities Commission
Yolanda Strey is on a mission to help Historically Underutilized Businesses (HUB)
understand and navigate through the procurement processes at the Texas Facilities
Commission (TFC). She attended Texas State University and trained as a business
counselor with the City of Austin. Her 20 year background includes experience with
city, state, federal, and higher education rules in procurement, contract
administration, project management, strategic planning, business development, and
diversity programs, provides her clients with unique advantages. Under her
leadership at Texas State University’s HUB Program, her efforts to increase their HUB
participation in FY 14 resulted in $32.3 million spent with HUBs. These numbers
caught the attention of the 84th Legislative Session and they commended the
University’s HUB Program for their accomplishments.
She is currently the Chair to the Statewide HUB Discussion Workgroup. In addition to
her significant professional achievements, Yolanda is quite active in a number of
philanthropic and community endeavors. She has served as President of the Lockhart
Athletic Booster Club, Board Commissioner for the City of Lockhart, Revolving Loan
Program and is currently serving as a Board Commissioner for the City of Lockhart
Civil Services Commission. Yolanda lives in Lockhart with her husband and two sons.
10. Lisha García
Business Advisor, UTSA SBDC
Lisha García has served small business owners for over 20 years. She has a BA from
the University of Arizona in Latin American Studies and two masters degrees: one
from the Thunderbird School of Global Management and an MFA from Vermont
College in Writing. Her passion is to help small business owners grow and
create/retain jobs. She has served as a certified business advisor for the Arizona
SBDC Network where she received many awards including the SBA Minority
Advocate of the Year.
Lisha is a strong generalist on a myriad of small business challenges. She serves
small business owners with the creation of fundable business plans, marketing
strategies, management issues, human resources, government certifications,
procurement as well as technology companies. In addition, Lisha is passionate
about assisting women business owners in non-traditional occupations and
entrepreneurial education. She is fully bilingual in English and Spanish and trains in
both. She has worked in many communities with a strong background in
community and economic development.
11. Patti Winstanley
President, Aztec Promotional Group
Patti served as 2015 Vice Chair for Small Business for the Greater Austin Chamber and is Co-
Chair of the AISD Reagan Early College High School Community Advisory Committee. She is
on the Board of Directors for the Women's Business Council Southwest, and won Regional
Advocate of the Year in 2010, the Women Working Together and the Lilly Knox Investing in
Growth Award in 2011 and 2015. Patti also represents WBCS as an Advocate on the WBENC
Forum where she is the Vice Chair for the Government Committee, and served as Chair of
the 2015 WBENC National Conference Host Committee. She is a member WBEC-West,
where she was nominated for WBE Advocate of the Year in 2012, and serves as Forum Chair
for Tucson. Patti also serves on the Board for the Go for the Greens Women's Business
Conference , where she won the 2015 Mary Schnack award for her advocacy on behalf of
other women owned businesses. She was named as an Enterprising Woman for 2013 by
Enterprising Woman Magazine, and as a member of the Women Presidents' Organization –
she served on the steering committee for the 2013 annual conference. Patti has spoken on
the benefits of WOSB certification and the realities of doing business with the federal
government for WIPP, American Express Open and the SBA.
Patti has a BA from The University of Mississippi, is a graduate of the Tuck-WBENC
Executive Program and attended the Initiative for a Competitive City Harvard Executive
Program from 2009-2013.
12. Tiffany Tremont
President & CEO, Silotech Group
Tiffany Tremont is the President and CEO of Silotech Group, Inc. (Silotech) which she
founded in 2000. Mrs. Tremont’s experience in the IT industry spans over two
decades of Infrastructure Management and Systems and Security Administration
experience in both the federal and commercial sectors which began when she joined
the National Security Agency (NSA) then entered the United States Air Force at the
age of 17.
Mrs. Tremont’s federal experience encompasses serving the military and subsequent
employment with various federal agencies. During her Air Force service, her
deployment duties included Operation Desert Focus after the 1996 bombing of
Khobar Towers when she earned the Air Force Commendation medal. After leaving
the Air Force, she entered the Peace Corps Foreign Service.
Mrs. Tremont’s commercial experience includes working on special projects for the
Motorola Iridium Satellite Phone, the Small Business Administration (SBA), the
National Weather Service (NWS) and Aeronautical Radio Incorporated (ARINC), as
well as a consultant for various other government contractors. She founded the
South Texas Oracle Applications Users Group (STOAUG), which is one of the largest
Oracle User groups in Texas.
13. Jerome “JT” Guerrero
HUB Program Specialist, Travis County
Jerome Guerrero is a HUB Program Specialist with the Travis County Purchasing Office
HUB Program. Hired in February 2005, Mr. Guerrero added his diverse experience from
the public and private sector to assist the outreach of the county’s HUB Program. Mr.
Guerrero has over 11 years of local business experience and over 18 years of state and
county government experience.
A native Austinite and University of Texas graduate, Mr. Guerrero started his business
experience with his family business, L.O. Guerrero Produce, Co., Inc. After the family
business closed in 1990, he worked for the Texas General Land Office as a print buyer.
This is where he was introduced to the emerging Historically Underutilized Business
program. After a change of commissioners, Mr. Guerrero started his own business in the
visual arts area. After freelancing for 6 years, he returned to the public sector with the
HUB Program at Travis County.
One of his goals today is to bridge the private and public sector worlds. He brings you his
knowledge, skills, and experience from “both sides of the fence.” Today, he will instruct
you on how to approach opportunities within the county and other government areas.
14. Richard San Jose
TXMAS Program Coordinator, Texas Comptroller’s Office
Richard San Jose has been working with the TXMAS Program since
2005. He is CTCM and CTPM-certified and has a Bachelor of Science
in Management from Park University.
Prior to his position involving TXMAS, he retired after 24 years in the
Army, serving in Armor and in the Infantry. He completed his Army
career, serving as the Battalion Sergeant Major of the Army ROTC at
Texas State University.
15. Lynn Sanchez
HUB Coordinator, Department of Information Resources
Lynn Sanchez is a HUB Coordinator for the Texas Department of
Information Resources (DIR) since August 2013. She has been working
in the HUB Program and with HUB Vendors for over 20 years. Lynn has
worked in the Statewide HUB Program as a Certification Analyst as well
as the Statewide HUB Marketing Coordinator. She has worked for Texas
A&M University, The University of Texas at Austin, The University of
Texas System, The Texas Department of Agriculture, The Texas Building
and Procurement Commission, and The Texas Comptroller of Public
Accounts.
She has a long standing commitment to help educate HUB vendors on
the process of doing business with The State of Texas.
16. Paula J. Grabowski
Statewide HUB Marketing Coordinator, Texas Comptroller’s Office
The Statewide HUB Program includes a certification and compliance program and
outreach program for minority and woman-owned businesses. The program is also
tasked with disseminating information regarding the State of Texas Mentor Protégé
Program and the HUB Subcontracting Plan as well as pursuing agreements with
local governments and non-profits to increase the number of certified HUBs. In
addition, the HUB Program provides training and support for the State’s HUB
Coordinators.
Paula has been employed with the State of Texas since 2013 working in divisions
including Statewide Contracting & Tax Enforcement. She brings over 7 years of
experience working in state and local government focusing on small business,
public relations, education & marketing. She presented & trained for the Texas
Commission on Environmental Quality, the Association for Rural & Small Libraries &
the Northeast Texas Library Association. She presented at the American Library
Association national conference in 2010 and was published for literacy curriculum
tools in the Texas State Library and Archives Commission 2011 Programming
Manual.
Paula resides in Austin, Texas but enjoys ranch life in East Texas as well.
17. Sean Smith
Business Opportunity Specialist, San Antonio SBA District
Sean P. Smith has been with the San Antonio District office of the U.S.
Small Business Administration since December 2010 as a Business
Opportunities Specialist working with firms participating in the SBA 8A
Business Development Program.
Currently Sean works with approximately 35 8A Certified Businesses. He
also assisted with marketing the HUBZone and the WOSB programs. Before
coming to the SBA, Sean worked for the Del Mar College Procurement
Technical Assistance Center in Corpus Christi where he was Program
Manager. Prior to his 10 years with the PTAC, Sean worked for a family
owned small business and was the manager for 17 years.
18. Gary Lindner
President & CEO, PeopleFund
Gary Lindner has achieved exceptional results in military, corporate,
and non-profit senior leadership roles. Under his direction since 2010,
PeopleFund began systematic improvements and evolved into a
statewide business lending organization with great positive social and
economic impact.
Previously, he was Chief Operating Officer at ACCION Texas for six
years where he quadrupled the outstanding loan portfolio to over $30
million. Gary also headed a major division of a private company and
set profitability records. A retired Air Force Colonel and Command
Pilot, he has extensive air combat, staff and CEO experience, Gary
Lindner graduated from the Air Force Academy and earned a master’s
degree from Auburn University. He has served on numerous local,
regional and national non-profit boards.
19. Kara Pinnelli
Senior Vice President, Commercial Banking, Broadway Bank
Kara joined Broadway Bank in April 2013, specifically to serve the
Commercial Banking needs of clients in the Austin and
surrounding areas. Kara has over 30 years of banking experience
in the greater Austin market and works closely with commercial
businesses to meet all of their depository and credit needs. Kara
holds a Bachelor of Business degree in Finance & Real Estate
from the University of Texas at Austin.
She currently serves on the boards of the YMCA of Greater
Williamson County, the Hutto Family YMCA and is active in Hutto
Independent School District.
20. Artie Berne
Alternative Funding Expert, ArTex Funding
Artie Berne started ArTex Funding in 2002 after leaving his position
as Worldwide VP of sales for Avrio Communications. Avrio was a
Fiber Optic Semiconductor laser transceiver/receiver company that
manufactured board mounted components.
Artie has a BS in Industrial Engineering Technology from Arizona
State University. He grew up in Central New Jersey and has lived
up and down the east coast, Arizona and California before finally
settling down in central Texas with his wife of 29.
Artie enjoys helping mid to large companies acquire funding when
they have cash flow problems.
21. Krystal Loyd
VP SBA Lending, Plains State Bank
Krystal Loyd advocates for the SBA 7(A), 504 and USDA loan programs and has been a
panelist, speaker and trainer for small business events to promote the flow of
information on SBA loan programs. Krystal participates with SBDC advisors in
training their clients to more easily facilitate the loan process. She is Vice President
of SBA Lending with Plains State Bank (an SBA Preferred Lending Partner) for clients
and borrowers within the great State of Texas. Previously Krystal was an SBA
consultant with 5th Gear Consulting for 6 years working as a Lender Service Provider
(LSP), CDC Representative and Borrower Packager for SBA deals.
Krystal received the “2014 SBA Financial Service Champion of the Year Award“ from
the U.S. Small Business Administration. She currently serves as secretary of the
Programs Committee for the Central Texas Association of Government Guaranteed
Lenders (CTAGGL). Krystal is Chair of the Risk Management Association (RMA) Young
Professionals Board, and is on the Membership Committee for the Certified
Commercial Investment Member (CCIM) organization.
22. Susannah (Sue) Munro
Business Opportunity Specialist, UTSA PTAC
Susannah Munro comes to the Procurement Technical Assistance
Center with over 20 years of experience working for the federal
government, government contractors and for the San Antonio
Independent School District. She provides assistance to business
owners wanting to expand their business into federal, state, and
local contracts with government agencies and military installations.
Sue has experience in logistics management including Logistics and
Supply Chain/Item Management, Business Management,
Cost/Project Analyst Management and Information Technology (IT)
support. She has her Federal Contractor Certification (FCC) and is a
Veterans Affairs (VA) Certified Counselor. Ms. Munro has a
Bachelor’s in Business Administration (BBA) with majors in
accounting and marketing from Our Lady of the Lake University.
23. Jeremy Barndt
Business Coach, City of Austin Small Business Program
Jeremy Barndt is the Business Coach for the City of Austin’s Small
Business Program. His professional background includes being a
business instructor at Austin Community College, program
management with City of Chicago business improvement districts,
and independent small business consulting.
His primary objective is to provide business planning assistance to
entrepreneurs in order to promote small business startups,
expansions, and job creation in Austin.