2nd Annual Small Business Summit Agenda

Focus: Health Care


  • BRAND DEVELOPMENT & INTEGRATION FOR SMALL BUSINESS by Molly Mazzolini from Infinite Scale . Molly is Infinite Scale’s strategic branding expert, responsible for promoting not only the Infinite Scale brand, but also the multifaceted brands of its clients. She lends her branding knowledge to all projects that adds to the layering or collaborative philosophy that drives all team members at Infinite Scale. Infinite Scale's clients include some of the worlds most prestigious and demanding sports organizations, some of which include: Utah Jazz, Denver Broncos, New York Jets, Minnesota Twins, NBA, NHL, NFL, BYU, University of Utah. View/Download Presentation PDF



  • Small Business Lending and Funding – Panel Discussion, Moderated by Pam Okumura. Panelists: U.S. Small Business Administration, Utah Microenterprise Loan Fund, Mountain West Small Business Finance, Department of Workforce Services and Salt Lake City. In a time of tight capital, it’s important to know where small business can turn to help secure funding to grow your business. Learn from a panel of experts what lending options are out there and what means of funding are accessible.
  • Health Care 101 – Moderated by SelectHealth. Learn about your employer responsibility as part of the provisions of Health Care Reform. Businesses with fewer than 50 full-time equivalent employees are not required to offer insurance, but many small employers that continue to offer health coverage will find new changes. This session will cover tax credits, guaranteed issue, community rating, your interaction with the Marketplace, or Avenue H, and risk-adjusted plans.
  • Health Care Reform... You Have Options! – Panel Discussion facilitated by The Buckner Company. Small businesses will better understand approaches to the provisions of healthcare.  It will include the option of not providing insurance, utilizing the exchange. Small businesses will leave with a menu.
  • Pulse of the Online Shopper – Presented by Sue Pizarro, comScore Senior Survey Research Analyst. This year’s study explores what customers expect during their online shopping experience, how mobile and social are changing buying trends, and how retailers can benefit by offering an integrated sales experience. For a second year, UPS has worked with comScore to identify what options consumers want before they buy, during check-out and delivery, and, if needed, returns.Download the UPS comScore white paper
  • Cyber Security for Small Business – Presented by Mike Wright, University of Utah and CEO of Excellent Training. Small businesses are a prime target for cyber criminals. The consequences of a successful cyber attack can destroy a small business. In this free seminar, Mike Wright, Instructor for Technology Education at the University of Utah and CEO for Excellent Training, will discuss the types of cyber attacks small business can experience, who the attackers are and what motivates them, and what attackers can do once they get into your system. Mike will then share a variety of techniques, tools and checklists to protect your business.
  • Leveraging the Local Brand – Presented by Nan Seymour (LocalFirst Utah), Derek Kitchen and Moudi Sbeity (Laziz Middle Eastern Spreads), and Lorena Riffo-Jenson (VOX Creative). Free resources, tips and tools presented by LocalFirst Utah. Learn best practices from independent business owners who are reaping benefits from the ‘Buy Local’ movement. 



  • Resources for Small Business Growth – Panel Discussion, Moderated by Pam Okumura. Panelists: Procurement Technical Assistance Centers, SCORE, Utah's Own, Small Business Development Centers and the Salt Lake Chamber Women's Business Center. There are many resources available to help small business grow. Learn from a panel of resource experts about programs available in Utah, valuable information, tools for small business, and the organizations that exist to help entrepreneurs and managers succeed.
  • Wellness: A Path to A Healthier Company – Panel Discussion facilitated by Humana, Sponsored by Humana. This session focuses on how small businesses can use wellness initiatives to improve the health and productivity of their workforce. The strategies will help control costs for small businesses and include workplace clinics, biometric screenings, self-care and incentives, and creating a corporate health culture.
  • Avenue H: Utah's Insurance Exchange – Panel Discussion, Sponsored by GOED. This panel will focus exclusively on the capacity of the exchange to facilitate the needs of small businesses.
  • NeuroMagnetism: Inspire Desire to Sell More. Neuromagnetism is the art to inspire desire and sell to the brain. In this breakout session, you will learn how to press your customers' subconscious "buy" buttons through varying methods to increase your sales, leads and sales frequency. Discover the science behind the most effective tactics for winning customers and the tools to influence buying decisions. You'll learn how to study your clients and learn exactly what process to lead each one of them through to a successful conclusion. You'll also learn how to present cognitively to the brain in a way that creates powerful memories and associations through the use of metaphor and corollary.
  • 10,000 Small Businesses Program: Information Session – Presented by Richard Swart, Ph. D, Outreach Partner, Goldman Sachs 10,000 Small Businesses. Local Goldman Sachs 10,000 Small Businesses staff will be on hand to answer specific questions about the program.
  • Rallying Power! Best Practices for Collective Success – Presented by Local First Utah, Vest Pocket Business Coalition and Salt Lake City Economic Development. Become a savvy collaborator! Community leaders share their experiences of working together to build neighborhood business districts and peer groups. Learn how to create a rising tide that lifts all ships!



  • AFFORDABLE CARE ACT: WHAT SMALL BUSINESSES NEED TO KNOW by Karen Harned from NFIB. As Executive Director of the NFIB Small Business Legal Center, Ms. Harned comments regularly on small business cases before federal and state courts, as well as the U.S. Supreme Court. She has appeared on Fox News, Fox Business, NBC Nightly News, CNN, CNBC and MSNBC, as well as National Public Radio, CBS Radio, and radio outlets across the country. Her opinion editorials and articles regarding healthcare, lawsuit abuse, regulation, and other issues important to small business have been published in newspapers and other publications nationwide.



  • International Trade and Export Opportunities – Panel Discussion, Panelists: Elizabeth Goryunova (World Trade Center Utah), Harvey Scott (GOED), Curtis Willardson (World Trade Center Utah). Take your business global. Utah is leading the way in reaching the US Export Initiative's goal to double US exports by 2014. Approximately 3,000 Utah companies currently export, 86 percent of which are small and mid-size businesses. This information session will help you understand the opportunities that exist in exporting, where to start, how to assess your readiness for exporting, and what organizations are able to assist you.
  • Affordable Care Act Compliance – Panel Discussion facilitated by the Gallagher Benefit Services. Presented by Blake Watkins, Senior Benefit Consultant and Area Vice President with Gallagher Benefit Services. Panelists: Albert Foster (President of Custom Benefit Solutions) and Rachel Reimann (Senior Compliance Consultant for SelectHealth). With a flood of recent regulations and upcoming deadlines along with new fees under the Patient Protection and Affordable Care Act (PPACA), employers may easily find themselves missing a new deadline or requirement. Currently, there are over twenty new reporting and disclosure requirements in place, and more will be required at a later date. Employers will be required to implement new tracking and reporting systems to stay abreast of many of these requirements. In addition, a complex set of rules govern nondiscrimination concepts related to employee benefits. Will your organization be able to avoid these PPACA Traps for the unwary? View/Download presentation PDF
  • Health Care Reform... You Have Options! – Panel Discussion facilitated by The Buckner Company. The Affordable Care Act (ACA) has caused many businesses a great deal of confusion and anxiety regarding the requirements and options available to businesses in this new health care landscape. This panel discussion will include leaders from major insurance carriers and benefits consulting firms and will provide an engaging discussion around the various options and strategies available to small businesses. Come join us if you would like to better understand your options as you head into 2014!
  • Using Crowdfunding to Fund or Grow Your Business – Presented by Richard Swart, Ph.D., Director of Crowdfunding Research, UC Berkeley. Two weeks after this summit, crowdfunding for investors will be legal in the United States. Come and learn how you can use crowdfunding to fund product development and operations, or use crowdfund investing to find investors for your business. This is the most exciting new form of finance to emerge in decades and you will want to understand how to comply with the rules and profit from them.
  • Millennials in the Workplace – Presented by Chris Redgrave, Vice President, Zions Bank. How do multiple generations learn to maximize their individualities they bring to the workplace and understand the connections we all share? This insightful session will touch on existing generations and cover the new, exciting emerging generation ... the Millennials, on track to be the largest generation so far. Check out how to motivate, engage and market to this growing demographic.
  • Mentoring for Independent Business Owners – Presented by Laurie Seron of Laurie's Buffalo Gourmet and the Utah Specialty Group. Big picture mentoring for small business owners seeking an integrated approach to life and work. Cultivate the qualities that keep your life as an entrepreneur both fun and functional.



  • Goldman Sachs and Utah's Expanding Entrepreneurial Ecosystem – Panel Discussion, Moderated by Karen Gunn, Executive Director, Goldman Sachs 10,000 Small Businesses Program, Salt Lake Community College. Panelists: Pam Shulte (Lucky Spoon Bakery), Bill Carrigan (Intellivex), Todd McNeill (Eclipse Composites Engineering), and Cathy Slusher (C&S Creative). Find out how Goldman Sachs 10,000 Small Businesses program has helped four Utah entrepreneurs expand Utah’s entrepreneurial ecosystem in just twenty-two weeks. Your business might be ripe for the same opportunity!
  • Wellness: A Path to A Healthier Company – Panel Discussion, Sponsored by Humana. This session focuses on how small businesses can use wellness initiatives to improve the health and productivity of their workforce. The strategies will help control costs for small businesses and include workplace clinics, biometric screenings, self-care and incentives, and creating a corporate health culture.
  • Avenue H: Utah's Insurance Exchange – Panel Discussion, Sponsored by GOED. This panel will focus exclusively on the capacity of the exchange to facilitate the needs of small businesses.
  • Grow Your Business with Email Marketing – This workshop is designed to give small businesses and nonprofit organizations some simple ideas for growing their organizations using email marketing and social media. Topics include what to write about, how to get more people to stop and read your messages and how to get more action, or reaction, to your messages and offers. We will discuss what it means to run a campaign and tactics for measuring success without spending a lot of time or money. Participants will leave with a workbook full of ideas for timing their messages, how to write a winning subject line, what kinds of offers or content they want to try and how best to approach their next outreach project.
  • Deepening Customer Relationships – American Express has unparalleled insights into the attitudes and behaviors of customers, as well as the needs of the small business community. Come learn what recent studies have told us about what consumers want and businesses need, and how extraordinary service is the answer to both.
  • Social Media Best Practices: Where and How to Engage Your Community – Presented by Sara Urquhart, Founding Director of Altitude Summit. You are on Facebook, your nephew got you signed up for Twitter and you've heard of Instagram. Now what? This class will help you navigate the social platforms out there and will help you determine which ones you should be on. Because that answer is different for every business.



10,000 Small Businesses

American Express

Arches Health Plan

Avenue H

Benchmark Benefits

Chamber West

City of Salt Lake

Downtown Alliance

Dress Coad

Entrepreneur Launchpad

G&A Partners

Gallagher Benefit Services, Inc.

Governor's Office of Economic Development



Local First

Mountain Star Health Care

Mountain West Small Business Finance




Regence BCBS

Richfield Area Chamber

Salt Lake Chamber, Women's Business Center, World Trade Center

Salt Lake County



Small Business Administration

The Buckner Company

The Enterprise

The Family Wellness Clinic of Bountiful

University of Utah Continuing Education

University of Utah Health Care-Occupational Medicine


Utah Asian Chamber

Utah Drug Card

Utah Micro Enterprise Loan Fund

Utah Nonprofits Association

Utah State Department of Workforce Services

Utah Supplier Development Council

Utah's Own

Vest Pocket


Wells Fargo



Zions Bank

Zions Business Resource Center