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INAUGURAL PROFESSIONAL WORKSHOP SERIES FOR SMALL BUSINESS ENTERPRISES
Learn the Business Side of Doing Business
Date Time Course Title Instructor(s)
May 8 3:30 to
5:00 pm
Marketing and Sales:
Creating Business Plans and Differentiating
Your Company
Michael Kaufman, CEO of Kaufman Lynn Construction
Ruel Miles, President of Pioneer
Jeff Zalkin, VP of Kaufman Lynn Construction
May 15 3:30 to
5:00 pm
Bonding and Insurance: Fundamentals of
Bonding/Insurance- Typical levels required by
CMs and why
Doug Simms, CFO of Kaufman Lynn Construction
Alyssa Toolis, Risk Manager of Kaufman Lynn Construction
Carl Walker, Insurance Agent of Alpha Beta Insurance
Gladys Keith, President of FSB Agency
May 22 3:30 to
5:00 pm
Contract Administration: Review a typical
subcontractor agreement and how different
provisions effect small businesses.
Damaris Valentin, Office Manager, All-Site Construction
Mike Adams, Superintendent All-Site
Joe Nubin, Assistant PM, All-Site
Jay Zuckerman, Estimator, Senior PM All-Site
May 29 3:30 to
5:00 pm
Certification, B2GNow, Prequalifying,
Estimating and Bidding: How to be prequalified
and what CMs look for when receiving Bids.
Tips on being a successful District bidder.
Patrick Chrysostome, Manager, Business Diversity, School District
Jaison Raju, Business Analyst, SBE Certification, School District
Mark Moon, Manager, Construction Purchasing, School District
David Dolan, Deputy Chief of Facilities, School District
June 5 3:30 to
5:00 pm
Accounting/Payment/Direct Owner Purchase
Program (DOP): Fundamentals of what is
needed in order to be paid. How DOP effects
the process.
Doug Simms, CFO, Kaufman Lynn Construction
Brandy Cope, Project Accounting Manager, Kaufman Lynn
Construction
June 12 3:30 to
5:00 pm
Job Planning & Scheduling: How to use
schedules as a management tool. The
importance of preplanning meetings.
Jon Tori, Project Executive of Kaufman Lynn Construction
Kevin Leahy, PM of Kaufman Lynn Construction
Tavares Johnson, PM of Pioneer
June 19 3:30 to
5:00 pm
Jobsite Safety: Overview of OSHA
requirements. What is expected from the
small business? OSHA representative will be
invited to participate if available.
Damaris Valentin, Office Manager, All-Site
Mike Adams, Superintendent, All-Site
Joe Nubin, Assistant PM, All-Site
Jay Zuckerman, Estimator, Senior PM All-Site
June 26 3:30 to
5:00 pm
Finishing Strong/Project/Close-out: Leaving a
lasting impression and being a contractor of
choice.
Ruel Miles, President of Pioneer
Jon Tori, Project Executive of Kaufman Lynn Construction
Nate Coker, PM of Kaufman Lynn Construction
July 10 3:30 to
5:45 pm
Project Readiness Assessment- firms must
attend all eight courses to participate.
Bandy Cope, Project Accounting Management, Kaufman Lynn
Gladys Keith, President of FSB Agency
Donald G. Noel, ARM – E, Insurance Specialist - Risk Management
School District of Palm Beach County
Carl Walker, Insurance Agent , Alpha Beta Insurance
Deshanta Porter, Branch Manager, PNC Bank
Jennifer Treasure, VP Business Banker, PNC Bank
To register for all classes contact: E: Jaison.Raju@palmbeachschools.org - P: (561) 681-2414
Location: The School District of Palm Beach County North County Support Center- CORC Boardroom
3661 Interstate Park Road • North, Riviera Beach, Florida

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Pws course schedule instructors_revised

  • 1. INAUGURAL PROFESSIONAL WORKSHOP SERIES FOR SMALL BUSINESS ENTERPRISES Learn the Business Side of Doing Business Date Time Course Title Instructor(s) May 8 3:30 to 5:00 pm Marketing and Sales: Creating Business Plans and Differentiating Your Company Michael Kaufman, CEO of Kaufman Lynn Construction Ruel Miles, President of Pioneer Jeff Zalkin, VP of Kaufman Lynn Construction May 15 3:30 to 5:00 pm Bonding and Insurance: Fundamentals of Bonding/Insurance- Typical levels required by CMs and why Doug Simms, CFO of Kaufman Lynn Construction Alyssa Toolis, Risk Manager of Kaufman Lynn Construction Carl Walker, Insurance Agent of Alpha Beta Insurance Gladys Keith, President of FSB Agency May 22 3:30 to 5:00 pm Contract Administration: Review a typical subcontractor agreement and how different provisions effect small businesses. Damaris Valentin, Office Manager, All-Site Construction Mike Adams, Superintendent All-Site Joe Nubin, Assistant PM, All-Site Jay Zuckerman, Estimator, Senior PM All-Site May 29 3:30 to 5:00 pm Certification, B2GNow, Prequalifying, Estimating and Bidding: How to be prequalified and what CMs look for when receiving Bids. Tips on being a successful District bidder. Patrick Chrysostome, Manager, Business Diversity, School District Jaison Raju, Business Analyst, SBE Certification, School District Mark Moon, Manager, Construction Purchasing, School District David Dolan, Deputy Chief of Facilities, School District June 5 3:30 to 5:00 pm Accounting/Payment/Direct Owner Purchase Program (DOP): Fundamentals of what is needed in order to be paid. How DOP effects the process. Doug Simms, CFO, Kaufman Lynn Construction Brandy Cope, Project Accounting Manager, Kaufman Lynn Construction June 12 3:30 to 5:00 pm Job Planning & Scheduling: How to use schedules as a management tool. The importance of preplanning meetings. Jon Tori, Project Executive of Kaufman Lynn Construction Kevin Leahy, PM of Kaufman Lynn Construction Tavares Johnson, PM of Pioneer June 19 3:30 to 5:00 pm Jobsite Safety: Overview of OSHA requirements. What is expected from the small business? OSHA representative will be invited to participate if available. Damaris Valentin, Office Manager, All-Site Mike Adams, Superintendent, All-Site Joe Nubin, Assistant PM, All-Site Jay Zuckerman, Estimator, Senior PM All-Site June 26 3:30 to 5:00 pm Finishing Strong/Project/Close-out: Leaving a lasting impression and being a contractor of choice. Ruel Miles, President of Pioneer Jon Tori, Project Executive of Kaufman Lynn Construction Nate Coker, PM of Kaufman Lynn Construction July 10 3:30 to 5:45 pm Project Readiness Assessment- firms must attend all eight courses to participate. Bandy Cope, Project Accounting Management, Kaufman Lynn Gladys Keith, President of FSB Agency Donald G. Noel, ARM – E, Insurance Specialist - Risk Management School District of Palm Beach County Carl Walker, Insurance Agent , Alpha Beta Insurance Deshanta Porter, Branch Manager, PNC Bank Jennifer Treasure, VP Business Banker, PNC Bank To register for all classes contact: E: Jaison.Raju@palmbeachschools.org - P: (561) 681-2414 Location: The School District of Palm Beach County North County Support Center- CORC Boardroom 3661 Interstate Park Road • North, Riviera Beach, Florida