VISIONARY VOICES INSIGHTS FROM
BOOSTING TOURISM Report outlines strategies to attract more visitors
INDUSTRY LEADERS
4
BUSINESS WWW.CARLSBAD.ORG
JOURNAL
VOL. 32, NO. 4
Insights from Industry Leaders
AN AWARD-WINNING, MONTHLY PUBLICATION OF THE CARLSBAD CHAMBER OF COMMERCE
2015 ANNUAL AWARDS
5934 Priestly Drive 5934 Priestly Drive Carlsbad, CA 92008 Carlsbad, CA 92008
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For the complete list of winners and photos SEE PAGE 10
INSIDE
APRIL 2015
Businesses take extra steps for employee wellness
Area’s top businesses celebrated
The Carlsbad Chamber of Commerce celebrated the best in business among its membership at its Annual Business Awards Dinner, held March 6 at the Omni La Costa Resort & Spa. The awards ceremony, which had “A Sea of Opportunity” as its theme, honored businesses that are forging the future, making new discoveries and charting new courses for their industries and lifting the name of Carlsbad. “Our program recognizes some extraordinary leaders, and demonstrates that Carlsbad is a city with a passion for discovery, innovation and industry,” said Ted Owen, president and CEO of the Carlsbad Chamber. During the evening, the chamber presented awards in eight categories (see pages 10-11 for a full awards list). During the evening, the chamber also recognized the achievements of the 2014 board of directors and inaugurated its 2015 board members. More than 400 people, including prominent and highprofile business leaders, elected officials and community members, attended the awards dinner, which featured a reception and exquisite cuisine at the world-renowned resort.
VISIONARY VOICES
HEALTH CARE | COMMUNICATIONS | HOSPITALITY | EDUCATION
From left: Motivating the Masses employees enjoy a healthy lunch; a prAna employee takes part in a rock climbing session; and Productive Computing’s Sally Schoonover uses her stand-up desk.
Fit job for the
BY JOSÉ A. LÓPEZ
Editor | Carlsbad Business Journal
H
ow much time do you focus on health and wellness? If you’re like most working Americans, you spend nearly a third of each workday at the office or job site. With nearly another third of the day spent sleeping and the other third on everything else, it may seem that you don’t get enough time to eat healthy, exercise and enjoy other wellnessrelated activities. These days, however, more and more companies are recognizing that work and wellness aren’t mutually exclusive pursuits. Guided by the desire to meet the demands of employees who are
looking to maintain a life-work balance, and with clear proof that helping employees achieve good health will have beneficial workplace impacts, many workplaces have taken steps to enrich the lives of their employees. The Centers for Disease Control and Prevention calls the workplace, “an important setting for health protection, health promotion and disease prevention programs” that can reduce health risks and improve the quality of life for workers. A healthier workplace, consequently, can lead to lower insurance premiums, fewer worker’s compensation claims and could also lead to fewer missed days of work and increased productivity.
While many employers offer health educational classes, access to exercise rooms and engage in traditional healthy workplace initiatives, there are some businesses that have instituted unique and creative practices that help their employees stay healthy. One company that goes out of its way to promote employee wellbeing is Carlsbad-based prAna, which manufactures sustainable apparel for yoga, climbing and other outdoor activities. Jennifer Tokatyan, the company’s vice president of human resources, said prAna takes a holistic view of its employee’s well-being, one that focusing on promoting healthy bodies, minds and souls. “Our company’s vision is to inspire
healthy, mindful and free-spirited living,” said Tokatyan. “One of our values as a company is life-work balance, so it all works together. Our vision is what we’re trying to create for our customer and our brand, but we live that through and through as employees.” When it comes to fitness, prAna has facilities on site where employees can work out. It features workout equipment, DVD players that employees use for workouts as well as daily fitness routines from instructors who come in to lead yoga, barre, and Zumba classes. The company also has showers, and racks for employees to park their bicycles and surf boards.
SEE WORKPLACE, Page 15
BUSINESS SPOTLIGHT
The Crossings redefines business meetings Sometimes the word “conference” can conjure images of suffering in a stuffy or freezing cold space, sitting in an uncomfortable chair and suffering for hours, precious time of your life you can never get back. But, when you host your meeting at The Crossings at Carlsbad that will not be the case! At The Crossings, teams can truly get out of the ordinary and make the day extraordinary. With unforgettable views of the Pacific Ocean and surrounding an award-winning golf course, The Crossings at Carlsbad provides an invigorating and unique twist to the traditional business meeting. Close to home just off Interstate 5, The Crossings at Carlsbad’s craftsman-style clubhouse offers comfortable décor and state-ofthe-art business amenities. Plus enjoy a delectable lunch on our gorgeous terrace and end the day
By holding your meeting at The Crossings at Carlsbad, you can take care of business and take in unforgettable views of the Pacific Ocean as well. with a glass of wine on our fireside veranda overlooking the Pacific Ocean. Our private dining room/board room is perfect for smaller intimate meetings, events or dining
experiences. It can accommodate up to 40 people depending on the desired set up. With dark wood and frosted windows, this space lends to a more private experience. Our Roston Room
is a guest favorite, and it can accommodate groups of 10 to 60 people. This gorgeous circular room is detailed in stone
SEE CROSSINGS, Page 7
2 | WWW.CARLSBAD.ORG
WORDS OF WISDOM OFFICERS CHAIRMAN OF THE BOARD John Osborne AT&T CHAIRMAN ELECT Carmen Rene Carmen Rene, CPA TREASURER John Lechleiter AKT, LLP VICE CHAIR OF PUBLIC POLICY Michael Howes, AICP Howes, Weiler and Associates VICE CHAIR OF ECONOMIC DEVELOPMENT Ahmed Haque NRG Energy, Inc. VICE CHAIR OF BUSINESS & COMMUNITY DEVELOPMENT Deb Beddoe YourOpsManager VICE CHAIR OF STRATEGIC PLANNING Lou Storrow Storrow Law, APC PAST CHAIR Carlton Lund The Lund Team
TED OWEN President & CEO CARLSBAD CHAMBER OF COMMERCE
All nominees offer a vision of success The evening of March 6 we celebrated the best of the best in our Chamber. More than 50 companies were nominated for an award that would signify their hard work and dedication to success in their industry. Thirty of the 52 were selected as finalists and nine were selected as the winner in their segment of the economy. I want to salute all 52 nominees because in addition to being a successful company, they also act as role models for others. When reading the nominations, you begin to see a thread of dedication and devotion in each company. Roger Babson, an American statistician, said, “Opportunities are greater today than ever before in history. Young people graduating from our schools have greater chances for health, happiness and prosperity than had the children of any previous generation. A little money does more today to set up a young man or woman in business than it ever has before. There is a greater demand today for people of character than at any time in the history of America. Industry, intelligence, imagination and persistence are great goldmines.” Babson is right. All of our nominees have these thoughts running through their veins. Another thought from the past that is true today is one by Col. R.I. Rees: “Formal education is but an incident in the lifetime of an individual. Most of us who have given the subject any study have come to realize that education is a continuous process ending only when ambition comes to a halt.” These men and women from our nominated companies are all educated, but are still learning every day from others around them. Nothing is really work unless you would rather be doing something else. I have learned something every day of my life and will never stop opening my mind to new things. Our board Chairman John Osborne put it best in his column this month, “Embrace change or be left behind.” Congratulations to all of our nominees, finalists and Best of the Best. Remember the day you quit learning you quit earning.
The Carlsbad Chamber of Commerce’s Board of Directors for 2015 was sworn in during the Annual Awards Dinner. Photo by Jeff Kassebaum Photography
Annual Awards dinner stayed true to its theme ‘A Sea of Opportunity’ greeted attendees If you attended the Chamber’s Annual Awards Dinner on March 6, you defi nitely had a “Sea of Opportunity” at your finger tips. For starters, there were nearly 400 people in attendance including representatives of many of the top businesses in Carlsbad. Also present were Carlsbad Mayor Matt Hall (as well as the mayors of Escondido and Encinitas), three of the city’s four councilmembers, City Manager Steve Sarkozy and top-level staff. Need the scoop on the Desalinization plant? Award winner Peter MacLaggan was there. Need to make a connection with our hoteliers? Our host, Omni La Costa Resort & Spa of course were there, as were representatives from the Sheraton, Grand Pacific Resorts, LEGOLAND California Resort and Holiday Inn Express & Suites
FROM THE CHAIRMAN
JOHN OSBORNE Chairman of the Board CARLSBAD CHAMBER OF COMMERCE
Carlsbad Beach, winner of the Hospitality and Leisure Award. Want to know what is happening with the power plant? Award winner NRG’s Director of Asset Management Ahmed Haque and staff were there as was SDG&E. What’s happening over at Westfield Carlsbad? Just ask the Westfield General Manager Ryan Perry and his team who were also in attendance. Need to get word to Sacramento on an issue? State Senator Pat Bates and her staff were available. The Chamber presented awards in eight different categories. For a full list of winners, see the Page 1 story and the photos on pages 10-11. My message to those gathered was to celebrate the successes
of all of our region’s companies and to try and learn from them. Incorporate their best practices into your own business wherever possible. Need help on what has worked and what hasn’t? Contact the Carlsbad Chamber. Did you know we put on a variety of seminars and workshops from Human Resources dos and don’ts, to technology tips like how to take advantage of Social Media in your business? We live in a time of accelerating change that affects all businesses. Embrace change or be left behind. That applies to Chambers of Commerce as well. At the Carlsbad Chamber we strive to embrace change and incorporate new methodologies into our business practices as well. Our award winners have been successful at innovation, adaptation, and collaboration. In that spirit, we can reach out to our fellow chamber members and collaborate across companies to make all of us stronger together. Contact the Chamber to find out how to connect with our committees in a way that works best for you. Make it a great month; a sea of opportunity awaits you.
DIRECTORS David Bennett Joseph Charest John Haedrich Lupe Hairston John Hanley Tucker Hohenstein Frank Idris Brian Lee Rick Lemmo Matt Leonard Peter MacLaggan Larry Magor William Meade Jr., MD Trisa Mills Niels Norby Ryan Perry Don Sando Don Schempp Michael Schroder Lee Sterling Jeffrey R. Stoke, Esq. Tim Stripe Amber J. Ter-Vrugt Jim Valentine Scott White
Tri-City Medical Center Katz & Associates Tip Top Meats/European Deli Freedom Window Cleaning Solatube Global Marketing, Inc. Colliers International Carlsbad LEGOLAND California Resort Wells Fargo Bank Caruso Affiliated Edward Jones Poseidon Water, LLC Omni La Costa Resort & Spa Activ8 Athleticism TaylorMade Golf Company SD Trophy Westfield Carlsbad Strategic Results Group Torrey Pines Bank Carlsbad Cal State San Marcos Leon P. Sterling, Commercial Tenant Broker Procopio, Cory, Hargreaves & Savitch, LLP
Grand Pacific Resorts, Inc. Scripps Health SDG&E New Village Arts
ADVISORY COUNCIL Ofie Escobedo Suzette Lovely Ryan Ross Sam Ross Michael Schumacher Sandy Wilson
Lola’s 7-Up Mexican Market & Deli Carlsbad Unified School District North County Transit District Visit Carlsbad City of Carlsbad Liaison Camp Pendleton
STAFF Ted Owen President & CEO Toni Padron Executive Vice President & COO Bev Jorgensen Vice President, Corporate & Member Relations AnnMarie Gabaldon Director of Sales & Marketing Bonnie Hoffman Business Services Manager José A. López Director of Communications/ Editor, Carlsbad Business Journal Kathleen Mandig Business Development Manager Scott Peltier Marketing Specialist Chad Spinks Graphic Designer Kathy Steffen Member Services Manager
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MISSION STATEMENT “The Carlsbad Chamber of Commerce promotes business through member services, educational programs, cooperative partnerships and legislative advocacy that balances economic prosperity with the quality of life.”
CARLSBAD BUSINESS JOURNAL
CHAIRMAN’S CIRCLE
5934 Priestly Drive • Carlsbad, CA 92008 Ph. (760) 931-8400 • Fx. (760) 931-9153 carlsbadchamber@carlsbad.org www.carlsbad.org
d T H A N K S F O R YO U R C O N T I N U E D S U P P O RT d The Chairman’s Circle was created to give prominent recognition to the companies whose steadfast support has helped the Chamber remain a proven collaborative force that brings business and community together, energized by a shared vision and passion to transform our future. BENEFITS In addition to visibility in the Carlsbad Business Journal, marketing materials and event programs, Chairman’s Circle members enjoy a range of benefits tailored to their specific needs. Chairman’s Circle
members also receive priority seating at chamber events and invitations to special Chairman’s Circle Members-Only receptions. We invite all chamber member companies who are committed to the success, growth and prominence of the Carlsbad Chamber of Commerce and the region as a whole to arrange for a visit to discuss the benefits and privileges of The Chairman’s Circle.
Published monthly by the Carlsbad Chamber of Commerce. Subscription price is deducted from dues of Chamber members.
To learn how you can join Chairman’s Circle please contact Toni Padron at 760-931-8400.
INDEX CITY NEWS .................................4 LEGAL UPDATE............................5
EDUCATION NEWS .................6-7
MEMBER DIGEST ...................9-14
ADVERTISING SPOTLIGHT HEALTH & WELLNESS..................15-18 MEMBER MARKETPLACE.............8 VISIONARY VOICES ................INSERT
CARLSBAD BUSINESS JOURNAL APRIL 2015 | 3
Weseloh dealerships make guests happy Carlsbad-based Weseloh Chevrolet and Weseloh Kia Carlsbad are among five San Diego area car dealerships that have been honored by the popular carshopping website Edmunds. com for earning high marks for customer satisfaction. This is the third year that the website, which serves nearly 18 million visitors a month, gives out its Five Star Dealer Awards, which honor dealerships that have the best customer reviews on the website. To be eligible for the award, the dealer must have earned an average customer review rating of five stars on Edmunds.com, with a minimum of 20 reviews during the previous two years. General Manager Mike Weseloh, who noted that Weseloh dealerships have been family-owned for three
Forbes Magazine has included Scripps Health in its ‘100 Best Companies to Work For’ list.
Weseloh Kia Carlsbad received a Five Star Dealer award from Edmunds.com. generations and have been an integral part of the community, said it’s gratifying to learn of the honor. “It means a lot to be respected for the work that we do, and we work hard
to make sure our customers are satisfied,” Weseloh said. “We operate by the Golden Rule... we have high standards for how we treat our customers, and I think they appreciate that.”
MO BIO announces contest for young scientists MO BIO Laboratories, Inc. has announced the opening of the 2015 MO BIO Awards. The Microbiome Awards aim to provide young, extraordinary scientists with funding and recognition to carry out scientific work in the field of microbiome research. Submissions are now being accepted from researchers worldwide. MO BIO Laboratories, the main sponsor of the awards, is donating prizes valued at
more than $10,000 to distribute among the awardees. The winners will receive a research package consisting of the analysis of a total of 200 microbiome samples run by the Earth Microbiome Project (EMP) consortium. The sample analysis includes nucleic acid extraction (using MO BIO products) and targeted amplicon analysis (16S rDNA). The judging panel consists of independent, distinguished representatives from
various institutions and universities who are currently leading the field of microbiome research. Projects can be submitted at www.microbiomeprojects. com/submissions by the May 31 deadline. The award winners will be announced on Sept. 15. For more information about the Awards, visit the www.microbiomeproject. com or call 760-929-9911 extension 124.
Scripps Health continues to collect workplace accolades Scripps Health had an exciting month in March, as it was included in a number of ‘best of’ lists for its workplace practices. It was named among the top 100 employers in the nation by Fortune magazine. Fortune’s 18th annual list of America’s “100 Best Companies to Work For” ranked Scripps as No. 60. Three primary reasons were cited for Scripps’ high ranking as an employer: its no-layoff philosophy, robust employee engagement and benefits programs, and flexible programs to accommodate workers’ needs at various stages of their careers. Scripps Health was also named number eight among Fortune’s Top 10 Best Companies for Women. Fortune
noted that the healthcare industry is dominating the market for female talent. Scripps Health has been named one of the “Top 10 Non-Profit Companies for Executive Women” for 2015 by the National Association for Female Executives (NAFE). The list recognizes organizations whose policies and practices encourage women’s advancement and whose numbers at the highest levels of leadership demonstrate that commitment. The announcement, is featured in the February/ March issue of Working Mother magazine. Also, for the sixth consecutive year and the eighth time overall, Scripps Green Hospital has been named among the top 100 teaching hospitals in
the nation by the international business research firm Truven Health Analytics. The listings happened on the same month that Scripps moved the first 100 patients into the Prebys Cardiovascular Institute — touted as the most advanced center for heart care in the West Coast. The La Jolla-based institute brings together leading researchers, physicians, staff and technologies in the largest heart program in the region. The 383,000-square-foot tower of glass, brick and steel, which rises seven stories, cost $456 million. It is named after local real estate developer and philanthropist Conrad Prebys, who gave a $45 million gift toward the institute
4 | WWW.CARLSBAD.ORG
Carlsbad explores ways to grow tourism The story of tourism in Carlsbad is a story of success. Since LEGOLAND California Resort opened in 1999, the number of visitors has steadily increased, hitting 3 million in 2013. Carlsbad hotel room occupancy averages 68 percent annually, and the hotel room tax – transient occupancy tax – generated a historic $17.5 million in 2014. The city has promoted our nearly seven miles of beaches and other attractions to develop a thriving tourism industry. Today the city has approximately 4,300 hotel rooms and more than 1,000 timeshare units. With such success there’s a temptation to rest on our laurels, continue to do what we’re doing and expect visitors to keep coming. But city officials and tourism professionals have long felt there’s room for improvement, and that standing still will open opportunities for our Southern California competitors to grow at our expense. Last year the city hired Strategic Advisory Group, an experienced tourism consulting firm, to research the current state of Carlsbad’s tourism industry and advise the city on how we can improve and strategize for the future. SAG, as the firm calls itself, undertook an eight-month study during which it consulted with Carlsbad city officials and tourism professionals – 75 stakeholders in all – to take the pulse of our tourism industry and recommend improvements.
The City of Carlsbad’s lagoons are among the attractions that help Carlsbad keep its tourism industry thriving.
CITY NEWS
CHRISTINA VINCENT Economic Development Manager CITY OF CARLSBAD
Here is a quick snapshot of what SAG discovered: • Carlsbad’s tourism season peaks between April and August, with hotels scoring consistently high occupancy rates. June, July and August are especially fruitful, with 87 percent of hotels rooms filled. • Families with children ages 2 to 12 love visiting Carlsbad, and that market segment constitutes the city’s largest customer base. LEGOLAND California Resort is the big attraction, followed by the beach and golf. When LEGOLAND opened a new
The City is looking for ways to diversify its marketing efforts to focus on targeting visitors who are not locked in to summer travel. hotel two years ago featuring 250 LEGO-themed rooms, it had no problem filling those rooms with eager families. • Marketing efforts are heavily focused on the leisure family traveler, with nine of every 10 marketing dollars targeting this segment. • Hotel occupancy drops significantly during
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September through March, with nearly half of Carlsbad’s hotel rooms sitting empty in December. • Carlsbad invests less in marketing per hotel room than our Southern California competitors, spending $174 in marketing per room. By comparison, Newport Beach spends $1,388 per room, and Santa Barbara $1,131.
Our northern next-door neighbor, Oceanside, outspends Carlsbad, at $370 per room. SAG’s advice, which is sound, is that Carlsbad needs to diversify our marketing efforts, focusing on new visitors who aren’t locked in to summer travel. SAG recommends expanding our reach in the leisure segment to attract middle-aged and older
travelers who are unaware of the city’s many attractions. The firm also recommends using an approach that would directly target this group. A large untapped pool of travelers is groups and group meetings. The city has 287,000 square feet of meeting space that can host a variety of conventions, conferences and group events, and our tourism efforts are doing very little to promote this space. SAG recommends dedicating half of our marketing resources to developing group sales, as opposed to the current 10 percent. The city also offers myriad attractions like our beach, lagoons, golf courses, LEGOLAND, The Flower Fields, shopping and dining venues, and Carlsbad Village, which together offer something unique to Carlsbad. No one else can offer this “Carlsbad experience,” and we should nurture and promote it. SAG presented a series of nuts-and-bolts recommendations to help improve sales, such as unifying marketing under a single governing body and implementing tools to measure results. Current efforts are split between two groups – the Carlsbad Tourism Business Improvement District and Visit Carlsbad. We know that Carlsbad is exceptional, and our return visitors know it as well. Our challenge is to expand our visitor base and spread our message so more people can experience Carlsbad year-round.
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Ridesharing companies face juries over pay for drivers Ridesharing companies Uber and Lyft have been told by separate federal judges that class action claims against them must go to a jury for decision. The companies signed up drivers as independent contractors, but a class of drivers now wants the benefits of employee status and has sued in separate lawsuits against both companies. The drivers, who signed up to make themselves available on smartphone apps to give rides for a fee, complain that there are too many rules to call them independent contractors, despite the fact that they determine their own hours and locations and in most cases use their own cars. They claim that Uber sets prices, monitors performance, and terminates those who fail to meet standards. Lyft drivers claim the company exercises control in other ways, terminating those who fail to meet certain “acceptance” ratings from passengers and imposes “Lyft rules” for drivers to follow while driving. Uber and Lyft claim they are technology companies, not transportation companies, and that what they provide drivers is a “lead generation service” along with brand marketing. The federal judge in the Uber case ruled that the facts were not clear cut, but that Uber looks more like a transportation company than a mere technology
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company, and that a jury would be needed to determine whether enough factors were present to make drivers employees. In the Lyft case, the judge found that the factors were mixed, that a jury might decide the case either way, and for that reason, he could not dismiss the case on a motion. Much is at stake, considering that employer status brings with it the obligation to pay minimum wages and overtime, reimburse drivers for all expenses (including automobile and cell phone use) and provide workers compensation insurance,
and gives the company potential liability for any harm caused by drivers, whether in accidents or otherwise. Some customers of ridesharing programs have reported assaults by drivers. While these cases focus on drivers, the results could determine how future technology innovation is implemented. The whole idea of “lead-sharing” apps is focused on the “community” aspect of technology use. That is, the company just gives people a platform to share something, but is largely uninvolved in how people use the service. Airbnb is a good example, where people with rooms and people who need rooms can find each other. But in the case of a company offering rides and providing drivers, the lines are a bit blurrier, and we’ll have to wait and see as these cases wind their way through the courts. Storrow can be reached at lstorrow@hrlawyer.com
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LEGOLAND California Greg B. Goates, MA Resort unveiled the newest addition to its LEGO Star Wars collection, President and it’s a doozy. The new model, a replica of the Death Star (inset) made out of more than 500,000 LEGO bricks, is the largest model in the Lego Star Wars Miniland area. It is 760.519.9360 8 feet wide, 13 feet 760.753.9380 high, and weighs more than 1,900 pounds and features Phone: w Fax: iconic filmgreg@goatesconsulting.com scenes made of LEGO bricks that were filmed inside the Galactic Empire’s space Email: w Web: www.goatesconsulting.com station including the famous trench run scene (pictured above) where Luke Skywalker maneuvered his X-wing fighter through the combat zone to destroy the Death Star.
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benefits from local MiraCosta opens doors for English learners Who municipal bonds in Carlsbad? Juana Reyes went through hard times when she relocated from Oaxaca, Mexico, to Oceanside. In Mexico, Juana only finished secondary school, the equivalent of junior high in the United States. In 2006, knowing only a handful of English words, she moved to California hoping to find a good job to support herself and her family, who remained in Mexico. “I looked for jobs when I arrived in the U.S., but my options were very limited, especially because I did not know the language or the culture,” said Juana. For a while, Juana settled on working as a dishwasher Juana for a restau- Reyes rant, though she knew she needed and deserved something better. Thankfully, her brother, who was taking classes at MiraCosta’s Community Learning Center, told her about the college’s free noncredit English as a Second Language (ESL) Program. Juana enrolled right away and finished the program in 18 months. She then enrolled in the college’s Adult High School Diploma Program, from which she graduated in spring 2013. Today, she is enrolled as a full-time college student at MiraCosta College. Juana is one of thousands of students who have taken MiraCosta’s free ESL classes since the program started
When you invest in municipal bonds issued from communities within your state, Do you believe you deserve to be heard? Call Evan Hennessy… BY EVAN HENNESSEY the interest you receive is generally free from We believe in listening to you to understand your Our local comState income tax as munity is a place we well.* needs and clearly see your financial goals. like to call home! It’s For example, if a where we choose to California resident work and play. in the 39.6% comDo you want financial advice and services Our lives are bined Federal and specific to your needs? enriched by con12.3% State income venient services we tax bracket invests in a tax-free municipal We understand. You want knowledgeable, clearenjoy each day, and many of these ser- Hennessey bond yielding 3%, advice and reliable service for a straightforwardvices fee are in paid for by the taxable equivaharmony with your vision and goals. lent yield would be 6.1%. municipal bonds. Municipal bonds play a You may find that your tax Evan Hennessy pivotal role in helping to bracket is not the highest, Vice President/Investments Do you feel your financial advisor places build and transform our yet it may be high enough communities. for you to say “enough” to you first? When you invest in munici- more taxes. MiraCosta’s Community Learning Center has a free, noncredit English as a Second Lanpal bonds, you may be helpIf you want to keep more guage program that has helped thousands since it started in the 1970s. We realize it’s our privilege to help you work toward ing to fund our public schools, of what you earn, you too in the 1970s. Though stulooking to building and roads on can appreciate the attracyour dream of financialBusinesses freedom. We’re honored to bridges www.EvanHennessy.net HIGHER teach their employees which we travel each day, and tive tax-free income from dents in the program speak a help youLEARNING pursue yourvocational family’s financial future. range of languages and hail English can take building quality housing for municipal bonds. Consult (760) 804-3424 from a number of different advantage of the college’s our elderly. Municipal invest- with a financial advisor to (866) 431-2389 countries, including Mexico, Community Services Pro- ments finance our airports, help you decide which taxWe want to be your financial advisor. gram, which offers multi- fire departments, Afghanistan, South Korea, hospitals, free municipal bonds may be hennessye@stifel.com Japan, China, Taiwan and level Vocational English-as- libraries, sports arenas, the right for you. 5780 Fleet Street, Suite 250 | Carlsbad, California Iraq, they all desire the same a-Second Language (VESL) water systems92008 that support our Evan Hennessy is a Vice DR. SUNITA “SUNNY” COOKE Stifel,courses Nicolaus &designed Company, Incorporated SIPC and & NYSE www.stifel.com thing—to communicate in Superintendent/President for stu-| Member homes, so| much more. President/Investments with English more effectively. dents whose first language You can imagine how Stifel, Nicolaus & Company, MIRACOSTA COLLEGE is other than English. “Our program definitely much each one in our com- Incorporated, Member SIPC and New York Stock appeals to a lot of people,” Diploma Program; transfer These courses are tailored munity benefits. said Ruth Gay, noncredit to MiraCosta College as a to specific industries, such Yes, we all benefit from Exchange, and he can be program chair. “A lot of our credit student; or take one as healthcare, automotive these services. As an inves- contacted in the Carlsbad students want to improve of the college’s Community or horticulture, and students tor in municipal bonds, office at (760) 804-3424. their English to communicate Services certificate programs. learn vocabulary develop- you are doing good! You * Any capital gains earned from more effectively and hope- This summer’s session begins ment related to equipment, are using your money to fully earn a degree to acquire in June and students can reg- supplies, common tasks, give back to your commu- the sale of the bonds are subject and safety procedures in nity. Wait, there’s more! By to all Federal and most State tax a better career. They are very ister in May. hardworking people.” MiraCosta also offers specific industries. owning municipal bonds, laws, and certain issues may be The noncredit ESL pro- credit ESL classes, which are For additional information at you may also do well subject to the alternative minimum gram — which consists of designed for students who MiraCosta College’s English as investment-wise. The inter- tax. When investing in bonds, it is seven, eight-week levels want to improve their Eng- a Second Language programs, est paid to you is generally important to note that as interest — teaches and prepares lish language skills to earn a call the college at 760-757- free from Federal taxes. rates rise, bond prices will fall. students to enroll in the degree, certificate or enroll 2121 or visit our website at Paid Advertorial Feature college’s Adult High School in other credit classes. www.miracosta.edu.
PA R E N T S & B U S I N E S S M E M B E R S W E I N V I T E YO U TO CELEBRATE EXCELLENCE IN EDUCATION BY HONORING LOCAL TEACHERS.
oep
outstanding educational program
FRIDAY, MAY 1, 2015
OMNI LA COSTA RESORT & SPA AT 6 P.M. Each year the business community comes together to recognize the best and brightest academic programs. To sponsor a school, purchase a corporate table or for more information, call (760) 931-8400 or visit www.carlsbad.org.
PARTNERS IN EDUCATION SPONSOR
THE ARTS
AWARD PRESENTED BY
ENTREPRENEURIAL PROGRAM AWARD PRESENTED BY
CIVIC RESPONSIBILITY
AWARD PRESENTED BY
STEM PROGRAM
AWARD PRESENTED BY SPONSORSHIP OPPORTUNITY AVAILABLE
VENUE SPONSOR
CARLSBAD BUSINESS JOURNAL APRIL 2015 | 7
› Crossings Continued from Page 1
Aviara Oaks Middle School students enjoy the Science Olympiad awards celebration at ViaSat, Inc. Photo by CUSD
ViaSat employees make science ‘super cool’ Once a week, from September to February, more than 40 engineers from ViaSat, Inc. volunteer their time to work with middle and high school students to prepare them to compete in the San Diego Regional Science Olympiad. Congregating in a warehouse in the back of the sprawling ViaSat campus, the volunteers teach the students about science, engineering and how to design things with a team. In this extracurricular activity, students create and launch rockets, build bridges, explore robotics and more. More than 200 students from district schools — including Calavera Hills, Valley and Aviara Oaks middle schools, and Carlsbad and Sage Creek high schools — flock to
CARLSBAD SCHOOL NEWS
SUZETTE LOVELY, ED.D. Superintendent CARLSBAD UNIFIED SCHOOL DISTRICT
these weekly after school meetings, with the support of CUSD Science Olympiad coaches Aaron Sottile, Ashley Crawford, James Fieberg, Nic Levitt, and Amanda Tsoi. Last month, CUSD teams competed against 160 schools in the San Diego Regional Science Olympiad, which has the largest olympiad region in the country. Science Olympiad is a nationwide competition that encourages kids to explore interesting science topics, while also learning to be a part
of a team, think on their feet and solve interesting problems. Students choose from 23 different Science Olympiad STEM events, from forensics, fossils or astronomy to cell biology, experimental design, or geologic mapping. The Carlsbad High School team won a trophy for 10th place overall, and Jenna Umphreyville was a finalist in forensics. Phil Hwang, a ViaSat volunteer engineer, says, “We need future scientists and engineers. We volunteer to get the kids involved so they will pursue a career in a STEM field. We want to encourage them to dream big and be different. The best inventions come from crazy ideas.” As engineer Shameem Hasmi, SO volunteer and organizer, says,
“Science Olympiad is making science super cool again.” In the words of an Olympiad middle schooler, “I learned that Science isn’t just in the classroom.” The volunteers hosted an awards celebration at ViaSat for their teams in March. The Science Olympiad program is supported by ViaSat and the Carlsbad Educational Foundation. “We are so appreciative of all that ViaSat does for our students,” stated Carlsbad Educational Foundation CEO Michelle Ginn. “The Science Olympiad is a great business partnership. The most exciting part is that students get to interact with the volunteers and learn about the real applications of what they learn about in their science classes.”
and boasts impressive panoramic views of the Pacific Ocean and our golf course. Have more than 60? Our cozy Fireside Room is a wonderful alternative to the traditional banquetstyle meeting rooms. It accommodates groups of 20 to 120 people. With floor-to-ceiling windows and panoramic ocean and golf course views, this space is breathtaking. The focal point is a built-in fireplace created in stone that compliments the lodge-like feeling of our clubhouse. It features an adjoining terrace that is great for lunch, cocktail hour or just for mingling. Of course, our entire Canyons restaurant can be reserved to accommodate up to 250 guests. The golf course is a business tool of its very own. Where else can you get that quality, one-on-one time with a client or partner without the phones ringing and the copy machine beeping in the background? If you want to get out of the office and really “wow” your clients, bring them for a round of golf at The Crossings. The beautiful ocean views will allow you to relax and be in the moment. No office
noise, no number crunching (unless you are calculating your score!). Just pure, blissful golf and good company. There is no better place to really get to know someone than sharing a golf cart, some stories, some victories and perhaps some defeats on the golf course. Whether you are looking for a twilight round that fits into your busy schedule or a mandatory golf Friday, The Crossings is your go-to golf course to sweeten the deal.
5800 The Crossings Drive
Contact Catering@ thecrossingsatcarlsbad.com to reserve a space today for your next business meeting or conference, or email Amy Tilley at atilley@kempersports.com to get more information about a golf outing or corporate golf opportunities. Call 760-444-1800 or visit www.thecrossingsatcarlsbad.com
The Business Spotlight is a paid advertorial feature. To get your business in the spotlight, contact AnnMarie Gabaldon at agabaldon@carlsbad.org.
CEF names new leader Celebrate Carlsbad Day
The Carlsbad Educational Foundation has announced the appointment of Michelle J. Ginn as its new CEO. She succeeds Valin Brown, who left CEF at the end of November after seven years. Ginn has been a member of the CEF board of directors for the past three GINN years, serving most recently as vice chair of the board’s executive committee. She also has played a pivotal role on the board’s strategic planning and fundraising advisory committees. “CEF is eager to start its next big chapter with Michelle at the helm,” said Pat Hurley, chair of the Carlsbad Educational Foundation board of directors. “Along
with her obvious business acumen, Michelle’s extensive ties and deep commitment to the Carlsbad community as an involved parent and educational advocate will serve CEF well as we implement a new three-year strategic plan to increase our support of the more than 11,000 students in the Carlsbad Unified School District.” After a 15-year distinguished career with the Fountain Division of CocaCola North America, Ginn became the managing partner a land development company. Immediately prior to joining CEF, Ginn was Director of Business Development for a Carlsbadbased software company.
The annual ‘Celebrate Carlsbad Day™’ at LEGOLAND California Resort will take place on Saturday, April 25, 2015 starting at 1 p.m. Specially-priced $25 LEGOLAND tickets include admission with park hours extended to 8 p.m. SEA LIFE® Aquarium tickets are also available at a discounted rate of $9 each with admission to SEA LIFE Aquarium starting at 9 a.m. A parking fee will be collected at the gate. LEGOLAND will donate a portion of the event proceeds to the Carlsbad Educational Foundation (CEF) to support district-wide science initiatives for students at all Carlsbad Unified School District (CUSD) Schools. LEGOLAND will
also donate hundreds of free field trip admission tickets to Carlsbad students for hands-on science field trips. This event features the unique opportunity for CUSD students to perform and donor recognition to take place on a special stage in Miniland U.S.A. at LEGOLAND California Resort from 3-5 p.m. on April 25.
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MEMBER DIGEST
VOL. 32, NO. 4
WHAT’S INSIDE
› First Friday › Sundowner › New Members
› Calendar › Upcoming Events › On the Move
Through page 14
APRIL 2015
AN AWARD-WINNING, MONTHLY PUBLICATION OF THE CARLSBAD CHAMBER OF COMMERCE
Put your best foot forward with the right 17 seconds If you’ve seen me at one of our committee meetings, chances are that you hear me say the following: “Hi, I’m Bev Jorgensen of the Carlsbad Chamber of Commerce where we’re working to build a strong local economy, promote the community, provide professional development opportunities for our members, represent business before government and advocate for businessfriendly political action.” That is the “17-second commercial,” an introduction that provides, in a nutshell, all of what the Chamber does. It’s based on the Chamber’s five core competencies, a blueprint that guides many successful Chambers. Some would call it an ‘elevator pitch’ or ‘introduction statement.’ The Carlsbad Chamber way is the 17-second commercial — our experience is that anything longer is where people start to tune out your message. The Chamber has been holding 17-Second Commercial Workshops for many
MEMBERSHIP COUNTS
BEV JORGENSEN Vice President, Corporate and Member Relations CARLSBAD CHAMBER OF COMMERCE
years. Many members who have been with the Chamber for a long time might remember the workshops presented by the late Willeen Hasler, a former Chamber employee who helped many of our members craft their introductions, and who laid the groundwork for the things we still teach on the topic. The topic of the 17-second commercial is fresh in my mind because in our recent meetings of the Business Resource Committee, we’re teaching committee members how to help other chamber members with their 17-second commercials. Part of what we’re
trying to do is to promote the idea that these commercials should be routinely freshened up, and that it is a good idea to have several of these that you could employ in different situations. For example, if you approached me at a Sundowner and asked me what I do, you would not get the same commercial I used earlier.
BUSINESS JOURNAL
One of the things that a lot of people get wrong is that the purpose of a 17-Second Commercial isn’t to sell your product or services — but it should be a teaser that gives people an idea of who you are as a business owner or professional. It all goes back to the Chamber’s guiding philosophy that we’re not out to do traditional “networking” we want
DISCOVER
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to build relationships that ultimately lead to referrals. The Commercial’s main thrust is that it should be a statement or a question that grabs the attention of the person or people listening to you, and sets you apart from others. It should include your first and last name, as well as the name of your company.
It is also really important that your 17-Second Commercial makes it clear what you do. Your goal is to awaken awareness for you and your business and trigger their interest for finding out more about you. The best commercials begin with questions or a statement that makes an instant connection followed by a statement of product or service. They may also end with a question. If you are a Chamber member and would like help crafting your 17-Second Commercial, please contact me, I’m happy to help you connect with members of the Business Resource Committee and I’m confident they’re ready and willing to help. In closing let me ask you this: Could your business use a new best friend? A best friend supports you, listens to you and helps you succeed. The Carlsbad Chamber of Commerce does exactly that for more than 1,400 members. Could you use a friend like that?
RESERVE YOUR AD SPACE IN THE JUNE/JULY CARLSBAD BUSINESS JOURNAL TODAY Featuring attractions, activities, dining options, resorts and all of the things that make us a top Southern California coastal destination for both tourists and locals! FUN THINGS TO DO IN AND OUT OF THE SUN • Beaches • Boutiques • Entertainment • Flower Fields DEADLINE • Hiking trails TO PARTICIPATE • Hotels • Museums IS FRIDAY, • Restaurants • Spas • Surfing • Vacation rentals • Wine tasting
MAY 15
Reserve your space today!
AnnMarie Gabaldon 760.931.8400 agabaldon @ carlsbad.org
10 | WWW.CARLSBAD.ORG
Action Sports SPY Optic won the Action Sports award. Michael Marckx, president and CEO of SPY Optic is shown accepting the award on behalf of the company.
Celebrating our 2015 Annual BUSINESS Awards Winners Photos by Jeff Kassebaum Photography
Businessperson of the Year Peter MacLaggan, left, and Tim Stripe were co-recipients of the Businessperson of the Year award.
Phoenix Award Sound (formerly Sound-Eklin) was awarded the Phoenix award. The award recognized the company’s triumphant return to business after their building was destroyed in last May’s Poinsettia fire. Pictured from left are, Carlsbad Fire Chief Mike Davis, Sound President Tom Jacobi, Carlsbad Mayor Matt Hall and Emergency Preparedness Coordinator David Harrison.
Lifetime Achievement Pictured from left are Mike Kraatz and Kandy and Brian Roth, after the presentation of the Lifetime Achievement award, which posthumously honored Keith Kennedy of Kennedy and Associates.
Clean Technologies
NRG Energy, Inc. won the Clean Techno award. Pictured, from left, is Scott Vale vice president of business developmen NRG Energy, Inc., alongside Brian Lee o Fargo, who presented the award.
CARLSBAD BUSINESS JOURNAL APRIL 2015 | 11
Manufacturing Carlsbad Technology, Inc. won the Manufacturing award. Pictured, from left, is Diane Proulx of Grand Pacific Resorts, Inc. who presented the award to Wei-Yung Lee, COO of Carlsbad Technology, Inc.
Information and Communication Technology 5D Robotics, Inc. won the Information and Communication Technology award. Pictured, from left, is presenter Ahmed Haque of NRG Energy, Inc. alongside David Bruemmer CEO and Co-Founder of 5D Robotics, Inc.
Hospitality and Leisure Holiday Inn Express & Suites Carlsbad Beach won the Hospitality & Leisure award. Pictured is Sean Zobitz, sales manager of Holiday Inn Express & Suites Carlsbad Beach.
Nonprofit Association of the Year Kids For Peace won the Nonprofit Association of the Year award. Pictured, from left, is award presenter Larry Magor of Omni La Costa Resort & Spa alongside Kids For Peace Executive Director Jill McManigal.
ologies entino, nt of of Wells
Life Sciences Alphatec Spine, Inc. won the Life Sciences award. Pictured, from left, is the presenter of the award, Larry Schallock of Tri-City Medical Center alongside Ebun Garner, general counsel, senior vice president and corporate secretary of Alphatec Spine, Inc.
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NETWORKING OPPORTUNITIES
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12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Chamber Events Free Score Business Counseling by Appointment Mondays & Fridays
APRIL EVENTS
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Government Affairs Committee April First Friday Breakfast Business Resource Committee Ambassador Committee Coffee Connection Ready Carlsbad Business Alliance
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Sustainability Committee April Sundowner Lunch Bytes Microsoft Excel - Beginners to Intermediate chamberpl8tes
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Technology Advisory Committee
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Education Committee
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Certification Workshop
chamberpl8tes Financing Options to Grow your Business
Sundowner at The Crossings will put you ‘on the green’ The Crossings at Carlsbad will be the site of April’s Sundowner, the Chamber’s monthly afterwork social and networking event. The event will take place inside the 28,000 square foot, Craftsmanstyle clubhouse and the Canyons restaurant. Join like-minded professionals from 5-7 p.m. on Wednesday, April 15 at 5800 The Crossings Drive. We’re celebrating spring, so dress up in pastel colors or pin a flower on your vest to be eligible to win prizes. Show off your putting skills
APRIL 15
from 5-6 p.m. for a chance to win a free round of golf. The Crossings at Carlsbad Golf Course is located just north of San Diego offering tremendous views of
the Pacific Ocean. With their unique culinary fare, floor to ceiling windows, multiple patios and two private dining rooms, the clubhouse offers multiple meeting spaces that are sure to take your business to the
next level when it comes to your next corporate retreat, meeting or training. The Canyons Restaurant was chosen as the “#1 Public Food and Dining Facility at a Golf Course” by Golf World Magazine in addition
to the “Best Place to Take a Client to Lunch” by Southland Golf Magazine. Preregister online at www.carlsbad.org and pay $10 (you save $5). You will also get one free door prize ticket. If you pay at the door on the day of the event, admission is $15 cash. If you are a prospective Chamber member, RSVP to 760-931-8400. For more information or to donate a raffle prize, contact Kathy Steffen at 760-931-8400 or ksteffen@carlsbad.org.
Unlock the power of storytelling to boost sales Are you ready to stand out from your competition and become the person everyone knows, likes and trusts enough to buy from? If so, attend the Carlsbad Chamber of YOUNGER Commerce’s First Friday Breakfast in May. Story expert and marketing strategist Sandra Millers Younger will reveal how some of the businessbuilding “secrets” you already posses can “magnetize your message” and boost sales — without hype or pressure tactics.
own or your company’s signature story, the one that builds trust and boosts sales among your perfect prospects.
MAY 1 In this fascinating presentation, you’ll learn: • Scientific and technological reasons why the ancient skill of storytelling has become today’s leading-edge marketing and sales approach. • How to discover your
• Why how you tell a story is just as important as what story you tell. • How to story-charge your whole business to attract and convert ideal clients, improve their results, and optimize your profits. At the University of North Carolina, Chapel Hill and Syracuse University, where she earned degrees in English and journalism, Sandra studied stories — what makes the
great ones great, how to find them, and how to share them in powerful ways that make a difference in the world. She’s since told thousands of stories as a journalist, culminating in her best-selling book, “The Fire Outside My Window: A Survivor Tells the True Story of California’s Epic Cedar Fire.” Now, as founder and chief story strategist at Strategic Story Solutions, Sandra shows entrepreneurs and other business leaders how to unlock the power of their own stories to build trust, boost sales and change the world. The First Friday Breakfast is the Chamber’s premiere networking and business promotional event, and
one of the most regularly attended monthly programs. The breakfast will be from 7 – 9 a.m. at the Sheraton Carlsbad Resort & Spa, 5480 Grand Pacific Drive. The cost is $32 for Chamber members who register before April 24. Afterward, the cost is $55 for preregistration and $60 at the door. Prospective members must contact the Chamber at 760-931-8400 to attend. Tabletop exhibits or Soapbox presentations are available to promote your business for $75 each, which includes one breakfast, and must be reserved in advance by calling Kathy Steffen at 760-931-8400 or ksteffen@carlsbad.org.
CERTIFICATION WORKSHOP 4 Woman-owned 4 Veteran-owned 4 Small business 4 Green Business 4 Historically Underutilized Business
(HUB)
Tuesday, April 28, 2015 8 - 10 a.m.
In this workshop you will learn: • What type of certifications are available. • A detailed description of the application process. • What is needed to apply for certification. • Where to get certified.
In partnership with
• The benefits that each type of certification brings. • The cost and fees associated with certification.
Cost - RSVP is required Chamber members - FREE
Speaker:
Cheryl Brown North San Diego Small Business Development Center
LEARN MICROSOFT EXCEL 2013
LEARN MICROSOFT EXCEL 2013
BEGINNER CLASS
FRIDAY, APRIL 17, 2015 11:30 a.m. - 1:30 p.m.
EXCEL BEGINNERS
• Spreadsheet Basics • Creating, modifying and formatting Workbooks • Use Basic Formulas and Functions (Add, minus, multiply & division) • Sorting, Filtering and Subtotaling • Create, Modify and Format Tables $25 chamber member
$50 prospective member
INTERMEDIATE ADVANCED CLASS
FRIDAY, MAY 15, 2015 11:30 a.m. - 1:30 p.m.
EXCEL - INTERMEDIATE ADVANCED
• Move a Worksheet to Another Excel 2013 Workbook • Use Fill Functions in Advanced Manner • Create and Modify PivotTables • Create and Modify PivotCharts • Sparklines • Utilize Hyperlinks between Sheets • Keyboard Shortcut
RSVP required • Register online
(includes lunch)
Space is limited
At the door price:
$35 chamber member
$60 prospective member
Prospective members - $30 5934 Priestly Drive, Carlsbad, CA 92008
For more information contact the Carlsbad Chamber of Commerce at 760-931-8400.
Tel 760.931.8400
Fax 760.931.9153
W W W. C A R L S B A D . O R G
CARLSBAD BUSINESS JOURNAL APRIL 2015 | 13
RIBBON CUTTINGS
MEMBERS ON THE MOVE APPOINTMENTS
The North County Transit District has announced that board member Tony Kranz, an Encinitas councilman, has been unanimously selected to serve as the 2015 Vice Chairman of the LOSSAN Board of Directors. Kranz will serve alongside other officials representing rail owners, opera- KRANZ tors and planning agencies along the rail corridor between San Diego, Los Angeles and San Luis Obispo. The board meets monthly to address operational and development issues that concern the 351-mile stretch of rail that travels through six counties in Southern California’s coastal region.
NEW HIRES
Procopio, Cory, Hargreaves & Savitch, LLP welcomed new associate, David L. Powell. “Under the outstanding leadership of Greg Moser, our vibrant public agencies and charter school practice has become an industry leader,” said Tom Turner, Pro- POWELL copio’s Managing Partner. “We are excited about David’s contribution to this dynamic practice area.”
PROMOTIONS
The versatile skills of Greta A. Proctor have led to a promotion to senior counsel at Procopio, Cory, Hargreaves & Savitch, LLP. “Greta has proven herself to be best-in-class legal counsel,” said Tom Turner, Procopio’s managing partner. “Her commitment to her clients and the firm is unwavering. This is a well-deserved PROCTOR promotion.”
RECOGNITIONS
The Women’s Trail Blazer Award was given to Kathy Kinane, president of Kinane Events. Kathy received the honor at the 2015 Running USA Industry Conference. The annual award is given to a woman who has been an outstanding leader in the running world.
SHERLOCK HEATING & AIR CONDITIONING 2880 Scott St., Ste. 103-104 Vista (760)295-5014 www.sherlockair.com We are a locally owned business dedicated to providing outstanding & prompt HVAC service. Our mission is to provide worldclass customer service leading to long-term customer relationships.
FAITH COMMUNITY CHURCH
KINANE
Send ‘On The Move’ items to Scott Peltier at speltier@carlsbad.org
2700 Rancho Pancho Carlsbad (760)930-0400 www.faithcommunity.ws Join us Sundays at our 10:30 a.m. worship service. We are devoted to God, His people, and the world.
The SBDC is proud to partner with the Carlsbad Chamber of Commerce Business Financing
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FINANCING OPTIONS
TO GROW YOUR BUSINESS
EXTRAORDINARY CONCEPTIONS 2701 Loker Ave. W., Ste. 100 Carlsbad (760)438-2265 www.extraconceptions.com Extraordinary Conceptions is an international agency that matches egg donors and surrogates to couples or individuals who need help building their families.
HOMESMART REALTY WEST 2776 Gateway Rd. Carlsbad (760)607-5900 www.hsrealtywest.com HomeSmart Realty West Broker/Owners Abe Hamideh & Roger Lee, announce the opening of a new office in Carlsbad, to better serve their 330+ agents and the Greater San Diego markets.
“Non-Traditional & Traditional Lending Options”
Friday, April 24, 2015 11:30 AM — 1:00 PM Admission: $50 General Admission | $25 Chamber Members LUNCH INCLUDED
Workshop held at the Carlsbad Chamber of Commerce Register online at www.carlsbad.org or call 760-931-8400
5934 Priestly Drive, Carlsbad, CA 92008
Tel 760.931.8400
Fax
760.931.9153
EXPRESS EMPLOYMENT PROFESSIONALS
PORTAVOCE PR
5814 Van Allen Way, Ste. 225 Carlsbad (760)643-0165 www.expresspros.com Express provides staffing and HR solutions to help meet needs and production goals of small to medium size organizations. We help people and businesses find jobs and human resource services they require.
2888 Loker Avenue East, Ste. 220, Carlsbad (760)814-8194 www.portavocepr.com Portavoce Public Relations brings the voice of brands, products and companies to the media via public relations and communications services. Our specialties include product publicity, corporate communications, strategic planning and media relations.
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WELCOME NEW MEMBERS
FEBRUARY MEMBER RENEWALS 35-39 YEARS La Costa Chiropractic & Wellness Center (39)
25-29 YEARS Palomar Reprographics, Inc. (28) Pollos Maria (28) Real Property Management (RPM) (28) Costco Wholesale (26) Hennessey’s (26)
Accountants/CPA’s Carmen Rene, CPA
Carmen Rene (928)941-0951 Bookkeeping services (specializing in small business and start-ups), financial statement preparation, internal control and policy creation, financial modeling and annual operating plan development.
Accounting & Small Business Management House of Control
Tonje Ettesvoll (760)434-2676 www.houseofcontrol.com We help companies gain control of their jungle of running contracts, saving them time and money and giving them complete visibility of their contractual obligations.
Business Consultants & Services Breakout Strategic Systems
Anthony Gable (760)730-9240 www.breakoutstrategicplanning.com Management consulting, specializing in providing small and major business organizations a modern, unified Strategic Planning Process System, for sustained development and future growth.
Business Services Free Market Vending
Patricia Boultbee-Wingo (760)978-9938 www.freemarketvending.com At Free Market Vending, we offer first-class service and provide clean, technologically smart, reliable vending machines with healthy and traditional options.
Chiropractors
Health from Within Family Wellness Center Tania Williams (516)551-2837 www.healthfromwithinca.com Our holistic approach to health addresses the physical, chemical & emotional components to health. We focus on correcting the cause of disease rather than treating symptoms.
Electrical Contractors Keifer & Keifer Electric
Operation Silver Star
Capital Financial Consultants Group
Daniel Gomes (858)513-8445 www.capitalfin.com Capital Financial Consultants Group offers comprehensive financial planning, wealth management and corporate benefits. We can help you with retirement, tax IRA and 401 K questions.
Merrill Lynch-Carlsbad
Dana Albert (760)930-3100 www.ml.com Providing comprehensive wealth management for successful individuals and businesses throughout North County. Offering innovative solutions for planning investment and credit needs through our ‘Total Merrill’ platform of services.
Richard De La Cruz (951)550-7584 www.operationsilverstar.org We offer financial assistance to struggling military families for basic needs.
Pregnancy Resource Center Pam Barkley
(760)468-3603 www.pregnancyresourcecenter.com A life affirming crisis pregnancy medical clinic providing free pregnancy tests, ultrasounds, options counseling, paranting classes and baby material goods.
Real Estate
Heller the Home Seller
Lanae Pearson (760)521-7863 www.hellerthehomeseller.com One of the most successful real estate teams in the United States.
Handyman Service
Windermere Homes & Estates
Dutch Touch, Inc.
George Reh (760)603-0567 www.dutchtouchmaids.com Experienced residential and commercial cleaning services. Chamber members receive 10% off residentialcleaning; 15% off commercial (office, retail) cleaning.
Legal Services
Pam O’Donnell (760)420-3990 www.pamodproperties.com Full service realtor, representing both buyers and sellers in North County. Helping clients sell or find the right properties and meet their real estate goals.
Website Design & Services
LegalMatch
Fancy Falcon
Justin Woodley (866)686-5342 www.legalmatch.com LegalMatch is a smart way to market your practice. We use leading edge internet strategies and techniques so you don’t have to.
Nathaniel Keifer-Wheals (760)278-1010 www.fancyfalcon.com Small business web systems administration and management. including CMS websites, email systems, cloud systems, migrations, blogs, domains, hosting, and other web consulting services.
Moving Assistance & Services
Winery
Caring Transitions of Carlsbad
Nathaniel Keifer-Wheals (760)591-7800 www.keiferelectric.com Family owned and operated, commercial and industrial electricians since 1984! Serving all of San Diego county and parts of Riverside and Orange counties. We’re THE choice quality electrical craftsmanship.
20-24 YEARS
Non-Profit Organizations
Financial Planning & Investment Services
Dawn Lesicko (760)509-9189 www.caringtransitionscarlsbad.com Single service provider supporting families through every facet of major life transitions, including; move management, space planning, downsizing, organization, estate sales and home sale preparation.
Hatfield Creek Winery
S. Elaine Lyttleton (760)787-1102 www.hatfieldcreekvineyards.com Award winning petite sirah and zinfandel wines grown and vinted in Ramona American Viticultural Area (AVA). Joining 27 other wineries in the valley for an amazing tasting experience.
™
provides an opportunity for 8 chamber members to meet for breakfast or lunch and learn more about each other’s businesses. A Carlsbad Chamber member hosts and facilitates at a local chamber member restaurant. This program is open exclusively to Carlsbad Chamber members; and the only cost is the price of your meal. RSVP’s are required and can be made by contacting the person listed next to the date.
APRIL JR Phillips Friday, April 17 (760)402-5321 Paula Anderson Thursday, April 23 (760)696-9733
MAY Lisa O’Hearn Wednesday, May 6 (760)685-3759
For more info call: (760) 931-8400 or visit www.carlsbad.org
Encinitas Union School District (21) Las Flores Church of the Nazarene (21) LEGOLAND California Resort (21) Chamberlain Property Management, Inc. (20)
15-19 YEARS Visit Carlsbad (19) Days Inn Oceanside (17) AlphaGraphics (16) In Motion, Inc. (Carlsbad Marathon) (16) Thermo Fisher Scientific (16) Canine Companions for Independence (15) Hilton Garden Inn Carlsbad Beach (15)
10-14 YEARS Brookfield Residential (14) The Forum Carlsbad (13) Solutions Business Imaging (12) Buca di Beppo (11) Carlsbad Hi-Noon Rotary Club (10) Motel 6 Carlsbad (10)
5-9 YEARS Edward Jones - Matt Leonard (9) California Veterinary Specialists (8) Integrity Applications Incorporated (8) Palomar Limousine & Sedan Service (8) Ocean Pearl Spa (7) Batiquitos Lagoon Foundation (7) Carlsbad Troop 748 Boy Scouts of America (7) Edward Jones - Justin Peek (7) Independent Actuaries (7) AVON (Katherine Thompson) (5) Bottom Line Management (5) Customer Service Advantage, Inc. (5) QLN Conference Center (Quantum Learning Network) (5) Take Shape for Life (Shaun Golden) (5) TownePlace Suites by Marriott (5)
1-4 YEARS Pat Haeckel, Pacific Sotheby’s International Realty (4) Christina Macone-Greene, Professional Writer (4) Higher Power SEO (4) Kinane Events (4) OYC Americas (3) Carlsbad Community Gardens Collaborative (3) Carlsbad Urgent Care (3) Harbor Inn & Suites (3) Hyatt Place Vista (3) Miniature Engineering Craftsmanship Museum (3) Tommy Hilfiger (3) City National Bank (2) Tanfel (2) Thiam Shop (2) Elements Therapeutic Massage (2) Edward Jones - Vincent Alessi (2) Manager 4 Less Property Management (2) HomeSmart Realty West (1) Motel 6 - Carlsbad Village (1) ALL MAVEN, Inc. (1) Baron Center, Inc. (1) Carlsbad Strawberry Company, Inc. (1) Community Resource Center (1) BKK Thai Kitchen (1) WLC Architects, Inc. (1) Vista Assembly @ Carlsbad (1)
CARLSBAD BUSINESS JOURNAL APRIL 2015 | 15
Workplace ›Continued from Page 1
Solatube Global Marketing employees enjoy a yoga class. Pictured, from left, Linda Spector, Natalie Merrill, Karilyn Edwards and Solatube President Brett Hanley. honor people’s request for shakes, fruits, organic foods and bars, salads and greens.” Not having to leave the office for lunch increases productivity and enables employees to make healthier choices. It’s truly a worthy investment, Carder added. “We save roughly 10 percent of the cost or $84,000 annually on productivity and we invest roughly $9,600 in keeping the refrigerator stocked,” she said. “Another amazing benefit is teambuilding, we all sit in the kitchen together at different times, making lunch for each other and celebrating our accomplishments and discussing projects.” Another company, Productive Computing, recently purchased a stand-up desk for one of its employees, and she says it has made a remarkable difference. Sally Schoonover, a production manager for the San Marcos-based computer and software consultancy company, said she saw an ad for the desk in Skymall Magazine and presented the idea to co-founders Marc and Keith Larochelle, who agreed to make the purchase. She got it in October and now stands — and dances
— throughout her workday. “I don’t have the aches in my lower back that I usually did now that I’m standing instead of sitting,” she said. “It makes my day a little bit better. I just seem to think better when I’m doing my work when I’m standing, and overall it has helped with how I feel and how I do my work.” Solatube Global Marketing in Carlsbad has also seen a benefit in specialized office equipment, including work stations that feature ergonomic balance balls instead of chairs, ergonomic keyboards and adjustable monitors that achieve the correct height and depth for employees. In addition, the company promotes a healthy workplace by offering two free weekly yoga classes for its employees, and by providing fitness and sleep tracking wristbands that allow employees to check their activity levels and encourage each other to live more active lifestyles outside of work. “The positive effects are numerous,” said David Tetzlaf, Solatube’s marketing manager. ”The yoga gets us moving and provides a nice mental break during the day so that we can come back to our desks refreshed and clear of any stresses.”
Tri-City Primary Care recently opened its doors to North County residents who want to get the best personalized healthcare close to home.
Exceptional primary care close to home Tri-City Primary Care recently opened its doors to North County residents who want to get the best personalized healthcare close to home. A proud member of the Tri-City Primary Care Network, this new clinic offers the conveniences of in-house laboratory services and close proximity to x-ray facilities. What is more, Tri-City Primary Care is built on the experience of exceptional physicians skilled at caring for patients with a wide variety of health problems, from the common cold to chronic conditions such as asthma, diabetes and high blood pressure. In addition, these physicians work in partnership with some of the highest rated
specialists in North County to deliver comprehensive treatments that make sure their patients stay healthy, right here at home. Jeffrey Ferber, MD, FAAFP, is a Fellow of the American Academy of Family Physicians and one of the county’s most dependable family doctors. Born and raised in San Diego, he has 29 years of experience providing outstanding care to patients of North County. Loren Novak, DO is a family physician with extensive experience in geriatrics, a specialty he finds fascinating because of the complexity of the senior population and the life stories that he gets to hear from his patients. Dr.
Novak is board certified in family practice, as well as hospice care and palliative medicine. Sam Baroudi, MD is an internal medicine physician with a subspecialty in cardiology from the University of Lille, France. Dr. Baroudi has vast medical experience in geriatric health and his approach involves working in partnership with his patients to help keep them healthy. John Clancy, DO is a board certified Internist with a special interest in geriatric medicine. Dr. Clancy practices medicine with a personalized compassionate approach to all his patients. He believes moderate exercise and healthy eating are key to a lasting vitality and independence.
Proud partner of the
Exceptional Care from
Trusted Physicians NOW OPEN
Built on the experience of distinguished and well-respected physicians, Tri-City Primary Care, places special emphasis on treating the “whole” person, not just the disease. We believe in building strong relationships with our patients and working together in partnership to prevent diseases and promote healthy lifestyles. Isn’t it time you had a partner in your health?
Meet Our Doctors
Proud partner of the
Now Accepting New Patients Call Today:
(760) 940-7000 1926 Via Centre Dr., Vista 92081 Dr. Jeffrey Ferber
Dr. Loren Novak
Dr. Sam Baroudi
Dr. John Clancy
www.tricityprimarycare.com
HEALTH & WELLNESS
The outside of prAna’s building has a climbing boulder that gets a lot of use, especially in the summer. One of prAna’s longstanding traditions is promoting a minute of mindfulness. Once a day, between 2:30 and 4 p.m. a gong goes off. “When the gong goes off, people stop what they’re doing,” Tokatyan said. “Some meditate, stretch, do yoga, but it’s amazing what can happen in that one short minute when you stop, shift and be present.” The efforts have had a positive impact on prAna, said Tokatyan. Employees have high energy levels and the company has a low turnover rate — about 10 percent. The work environment also makes prAna a desirable place to work, and helps it recruit talented employees. Companies don’t need comprehensive programs like prAna’s to see benefits. Motivating The Masses, which offers business coaching and professional development services to small businesses, stocks its refrigerator with healthy food, including salads, teas, fruit and shakes. According to company President Susie Carder, the idea started when CEO Lisa Nichols watched a documentary about Google and was impressed with the company’s commitment to the health and well-being of its employees. “We are nowhere near Google’s size, but our heart and intention is the same,” said Carder. “Google has a cafeteria with a private chef, we have a kitchen with a fully stocked refrigerator. We
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(760) 230-8665 • www.tricitywellness.com 6250 El Camino Real, Carlsbad, CA 92009
HEALTH & WELLNESS
TAILORED CORPORATE WELLNESS PROGRAMS MADE EASY Experience higher staff morale and lower absenteeism with an employee wellness program that supports positive health behaviors. Our programs will get your employees moving, making better choices, and feeling more energized. Tri-City’s solutions include:
• Health screenings & coaching for every employee • Online fitness & wellness solutions • Medically integrated programs • Personal and small group training, nutrition and wellness programming • Dedicated Mind/Body studio with yoga, Pilates and reformer classes • Over 130+ group exercise and cycling classes weekly
• Aquatic center featuring 25-meter indoor lap pool, warm-water pool & whirlpool • Day spa including massage and skin care services • Kidz-In-Motion childcare for children 6 months to 11 years with certified, caring staff • Full service locker rooms with dry sauna and whirlpool
Contact us today to receive a free needs assessment and guest passes for you and your team.
CARLSBAD BUSINESS JOURNAL APRIL 2015 | 17
Is your occupational healthcare Ventana: the healthy work place provider employer-friendly? Project fosters a healthy and energizing environment
Workers’ compensation claims can be very costly to business, and if you are sending your injured workers to the wrong provider, you may just be throwing money down the drain. Here are six simple questions to help you determine if your current occupational healthcare provider (clinic) is EMPLOYER friendly:
BY MATTY SUNDBERG, JUSTIN HALENZA & MARK AVILLA | DTZ
1
Does the healthcare provider prescribe narcotics for minor sprain/strain injuries?
2
Are your injured employees frequently taken off work and/ or returned to work with unreasonable work restrictions?
3
Are recheck appointments scheduled longer than two weeks out?
4
When you have questions regarding treatment, do you find it difficult to reach the healthcare provider directly?
5
6
Is your current clinic a public urgent care?
Answering YES to any of
these questions could have a significant impact on the costs of your workers’ compensation claims. You need to regain control by working with a healthcare provider who specializes in the treatment of work-related illness and injury. You need WorkPartners Occupational Health Specialists. WorkPartners OHS specializes exclusively in the health and safety needs of business and industry. We are full-service occupational healthcare clinics, designed to meet the growing needs of your business. WorkPartners OHS clinics are not urgent care facilities. The staff and providers at WorkPartners OHS deliver personalized care for each
individual to meet their unique needs, the workplace and the environment. Under the medical direction of Dr. Randall Browning, our board certified physicians and trained, certified staff maintain the highest standards of medical care and are redefining the expectation of service delivery in the industry. If your current occupational healthcare provider is not EMPLOYER friendly, let us show you the difference a specialist can make. Let us show you WorkPartners Occupational Health Specialists. The difference is how we treat you. Call us at (760) 681-5222 or visit us at www.workpartnersohs.com.
DTZ’s Ventana project has features aimed at fostering a healthy and energizing work environment.
Particular features of Ventana include: • Functional and effective office layouts; • Variable frequency drive-supply and exhaust fans for enhanced HVAC performance; • High-performance glass to control sound; • Natural lighting with scenic views throughout the buildings; • An on-site exercise room with separate shower and locker rooms as well as close proximity to outdoor recreation facilities; • Outdoor koi ponds, a 12,000-square-foot garden patio with Wi-Fi access and an outdoor barbecue/ entertainment area.
Immediate, move-in ready accommodations are available for tenants requiring 1,000 to 8,000 square-feet of space complete with high quality finishes. Larger tenants of up to 80,000 squarefeet can also be well served
in custom built-out premises. Highly visible building and monument signage for major users are available along El Camino Real. For more information on Ventana, please contact DTZ at 760-431-4232.
HEALTH & WELLNESS
Do your employees experience lengthy wait times, even when they have an appointment?
Dr. Randall Browning, the medical director of WorkPartners Occupational Health Specialists.
Nestled on a panoramic hilltop in the city of Carlsbad, Ventana is a premier Class “A” office project that boasts many desirable amenities, which are aimed at fostering a healthy and energizing work environment. Utilizing “green” building standards through the SDG&E “Savings by Design” program, occupants of Ventana benefit from utility cost savings through the use of technologies that conserve natural resources and elevate energy performance. Building 2173 Salk Ave has also earned the U.S. Environmental Protection Agency’s (EPA) ENERGY STAR certification for superior energy efficiency. Many aspects of the property are designed to create an efficient and stress-free work environment. The project, located at 2173, 2175 and 2175 Salk Avenue in Carlsbad, can accommodate a diversity of tenants.
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THERE’S A TIME IN EVERY FAMILY’S LIFE WHEN HEALTH CARE MATTERS MORE.
A corporate wellness program can improve workforce health, safety, productivity, retention and engagement.
Scripps wellness at work THAT’S WHEN SCRIPPS MATTERS MOST. At Scripps, we have everything you need — a network of more than 2,600 primary care doctors and specialists, 26 neighborhood medical centers, five hospital campuses, four emergency departments and three urgent care centers — all minutes from your home or work.
HEALTH & WELLNESS
Visit Scripps.org or call us at 1-800-SCRIPPS (727-4777) to talk with a physician referral specialist.
Build a workplace culture of health, safety and productivity Scripps Health, a leader in health care and workplace culture, is also a provider of comprehensive health and wellness programs tailored to the needs of your workforce. A corporate wellness program can improve workforce health, safety, productivity, retention and engagement. It can also pay dividends by reducing employee health risks and long-term health plan costs. We Know Wellness Scripps Health is recognized locally and nationally as a leader in delivering high-quality health care
VENTANA
and an award-winning employee wellness program. The wellness program we developed for our own employees has extraordinary rates of participation, sustained health-risk reductions and high employee satisfaction. Workforce engagement and productivity have increased at Scripps, while staff turnover has decreased, saving millions of dollars. Many companies have studied our Scripps Wellness successes and requested our expertise. Now this expertise is available to your company. Scripps Wellness at Work can deliver a variety of health and wellness resources to local companies, including on-site health services, wellness activities, and online health and wellness portal, and occupational health and safety services. Scripps employees say that Scripps Wellness at Work has
improved their lives: “ Scripps Wellness has literally changed my life. I dropped 60 pounds. I feel much better than I did before I started working for Scripps. The amount of medication I take has dropped drastically. It’s great. I love it.” – Adam Earls, Scripps Employee “ I use the Scripps Wellness program and really enjoy it. I’m a lot more active in my regular workday. My ability to think is better when I move. I feel lighter. I feel better.” – Lindsay Wagner, Scripps Employee For more information about establishing a wellness program at your company, email wellnessatwork@ scrippshealth.org or search scrippswellnessatwork.com
THE HEALTHY WORKPLACE DELIVERING THE NEEDS OF AN ORGANIZATION AND ITS EMPLOYEES
PROJECT FEATURES: • • • •
Hilltop location with panoramic views Close proximity to retail, restaurants and services Prominent El Camino Real and Salk Avenue frontage Energy Star rating of 94 by the USEPA in 2013 (2173 bldg) with utility cost savings by use of SDG&E Savings by Design • AT&T Fiber Connectivity available throughout the project • Highly visible monument signs, building signage available • Lush tropical landscaping with large koi ponds
• Exercise room with quality exercise machines and separate shower / locker rooms • Resort quality restrooms • Tenant & guest entertainment area with barbeque and outdoor kitchen facilities amongst 12,000 square foot wi-fi garden patio • Extensive window lines with high performance dual pane glass • 24 hour card key access system and security cameras • High quality tenant improvement work
CLASS “A” OFFICE SPACE FOR LEASE | 1,000 TO 80,000 SF AVAILABLE 2173, 2175 & 2177 SALK AVENUE, CARLSBAD www.VentanaCarlsbad.com FOR LEASING INFORMATION CALL 760.431.4232
Promotional San Diego Resident rates start at $225 per night for a Superior Guest Room
FOUR SEASONS RESIDENCE CLUB AVIARA COMPLETES A MULTIMILLION DOLLAR RENOVATION THIS MAY Explore our new modern Spanish Mission-inspired design with updated lobby, a boutique spa and new restaurant concept. Four Seasons Residence Club Aviara warmly invites San Diego residents to stay at the villas and experience these beautiful enhancements by offering exclusive promotional rates during May & June 2015. Set among the natural beauty of nearby Batiquitos Lagoon, Four Seasons villa rentals offer the comforts of a familiar place with all the luxury amenities one would expect from a world-class resort. Enjoy wild blue heron in the distance as you settle in to the relaxed residential-style ambiance and experience renowned personal service at your doorstep.
Nigh tly Re n tals + E x t en ded S t ay s . 1 &2 B edr o o m Villa+ Kit c h e n + L a u n d r y fo urseason s.com/n or th san diego • 7 6 0 .6 0 3 .3 6 6 8 • 7 2 1 0 B lue H er o n P l a c e . C a r l s b a d , C A 92011
Investing in federal tax-free municipal bonds Keeping more of the money they’ve worked so hard for is important to most individuals. For this reason, investing in vehicles that are exempt from federal taxes can be very attractive. One of the very first tax-advantaged investments, municipal bonds, is still one of the most popular today. Municipal bonds are debt obligations issued by states, cities, towns, or public commissions to provide income that is free of federal and, in some cases, state and local taxes. Although income generated by most municipal bonds is exempt from federal taxes, any capital gains earned from the sale of bonds are subject to all federal and most state tax laws. Certain issues may be subject to the alternative minimum tax as well. Investors may choose from a variety of municipal bonds with varying maturities. Municipal bonds may also be purchased through mutual funds.
By investing through a municipal bond fund versus purchasing individual bond issues, you can benefit from both diversification and ongoing professional management of the fund. Also, municipal bond funds pay monthly tax-free income, unlike the underlying bonds, which pay semi-annual or annual interest. Investors should consider a fund’s investment objective, risks, and charges and expenses carefully before investing. The prospectus, which contains this and other important information, can be obtained by contacting your investment professional and should be read carefully before investing. The investment return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Bonds are subject to interest rate risk, such that prices on existing bonds will generally decline as interest rates rise.
Need more tax-free income? An industry leader… Stifel plays a significant role in our region’s municipal bond market. Our prominent public finance team ranks among the nation’s top firms, underwriting bond issues of all types and sizes.
Call Evan Hennessy…
Building communities… Our investors have a variety of municipal bonds to choose from that offer varying maturities and provide income that is free of federal, and in some cases, state and local taxes.*
Evan Hennessy
Vice President/Investments
#1
ranked senior underwriter in California by number of issues for 2009–2014**
Source: Thomson Reuters (SDC: True Economics to Book Runner)
www.EvanHennessy.net (760) 804-3424 | (866) 431-2389 5780 Fleet Street, Suite 250 Carlsbad, California 92008
* Although income generated by most municipal bonds is exempt from federal taxes, any capital gains earned from the sale of bonds are subject to all federal and most state tax laws. Certain issues may be subject to state and alternative minimum taxes. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. ** Includes Stone & Youngberg and De La Rosa, acquired by Stifel in 2011 and 2014, respectively. Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com