Carlsbad Business Journal - July 2012

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STAYCATION OPTIONS

Looking for something to do locally this summer? How about a museum?

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MEET SUPERINTENDENT LOVELY

The Carlsbad Unified School District has a new superintendent. Read her debut column for the Carlsbad Business Journal.

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business WWW.CARLSBAD.ORG

Journal

vol. 29, no. 7

tm

JULY 2012

an award-winning, monthly publication of the carlsbad chamber of commerce

Publication will mark Chamber's 90th birthday

5934 Priestly Drive Carlsbad, CA 92008

PRESORT STD U.S. Postage PAID Permit #67 Carlsbad, CA

SEE 90TH, Page 14

“I

f we didn’t have the telescopes, I’d be out

The Carlsbad Chamber of Commerce will celebrate its 90th year, and the City of Carlsbad’s 60th anniversary, with a special publication that will explore the rich history of the city, and celebrate the Chamber’s long-standing tradition of leadership and excellence. The Carlsbad Chamber of Commerce, established in 1923, was the driving force for the incorporation of Carlsbad, and its history is integral to the development of the city. In fact, for many years the Chamber served as Carlsbad’s de facto leadership, taking on civic problems and looking for solutions and acting as the city’s liaison to county government officials. Three decades before the city had its first City Council, the Carlsbad Chamber of Commerce was advocating for the community, dealing with issues such as tree trimming by the electric company, building and painting street signs, lobbying the U.S. Post Office Department for a daily rural route services and producing a promotional pamphlet about the community. It was by 1950, when the needs of the community grew, that the Chamber launched a concerted effort to incorporate the city of Carlsbad, which happened in 1952. “The history of the Carlsbad Chamber of Commerce is intertwined with the history of Carlsbad,” said Ted Owen, the Chamber’s president and CEO. The special publication will not just be about the past, Owen said, adding that the bulk of the pages

of business. You can get cameras anywhere.

— Craig Weatherwax Owner, Oceanside Photo and Telescope

Change of focus drove profits sky-high By José A. López Editor | Carlsbad Business Journal

It wasn’t a passion for astronomy that put Craig Weatherwax on the path to owning Oceanside Photo & Telescope (OPT), one of the top telescope and optics retailers in the world. In fact, Weatherwax — whose business card refers to him as the “boss” of the well-known business near Oceanside High School — admits that while he is amazed by looking up at the stars and recognizing that they suggest events that happened millions of years ago, his interest of astronomy remains “mostly from a business perspective.” It was a series of well-timed events, as well as an uncanny ability to anticipate future markets, that have helped this institution — a member of the Carlsbad Chamber of Commerce since 1991 — thrive and expand. Transitioning the business from its original focus in cameras to

telescopes, and becoming an early adopter of web-based sales have kept OPT competitive. In 1974, Weatherwax was in his 30s and was a rock concert promoter who also worked in canneries in Alaska and South America. One day, he walked into the Oceanside Photographic Center on Oceanside’s Hill Street (now known at the Pacific Coast Highway) to get a camera repaired. Donald Penning, a World War II fighter pilot, had opened the store in 1947 and told Weatherwax that he was looking to get out. Weatherwax said he didn’t have any business experience. “I always wanted to own a camera shop,” Weatherwax said. “I thought that if I could get the (film) processing for free, it would be a hell of a deal.” Weatherwax, along with a friend whose father owned a camera store in East County, decided to buy the business. Weatherwax didn’t envision a long-term future as a camera store owner. Still, the camera

business prospered, outgrowing its location in 1974 and 1977. It wasn’t until 1982 that Weatherwax sold his first telescope, when a salesman offered to let him borrow some telescopes to sell for 90 days. “After the 90 days, they all sold out and people wanted more, so I figured that was the way to go,” Weatherwax said. At first, the telescopes were only about 10 percent of the store’s offerings, with cameras and photographic equipment taking up 90 percent. Now, telescopes and astronomy products make up 95 percent of the store, which changed its name to Oceanside Photo & Telescope in 1985 to reflect the change in focus. “If we didn’t have the telescopes, I’d be out of business,” Weatherwax said. “You can get cameras anywhere.” Today, the store is on a 12,500 square-foot,

SEE OPT, Page 15

BUSINESS SPOTLIGHT

Cinépolis offers dinner and a movie in style Luxury cinema now open in La Costa Cinépolis, the fourth-largest movie exhibitor chain in the world, opened its doors in the Paseo Real Plaza in La Costa in February with its movie theater luxury concept. Cinepolis Luxury Cinemas has been pampering residents since then with an unparalleled moviegoing experience. There is no more rush to the cinema to get a good seat. Guests have the luxury of choosing their seats when they purchase their tickets, either at the concierge desk in the theater’s lobby or online at www.cinepolisusa.com. Once in the theater, located at 6941 El Camino Real in Carlsbad, residents are warmly greeted by

Cinépolis Luxury Cinemas is located at the Paseo Real Plaza. Its theaters include reclining leather chairs, swivel tables and call services buttons to order food and beverages. staff and invited to relax in the décor, floor-to-ceiling windows and lounge to enjoy a cocktail before contemporary art. Great detail has their film. No design detail has been gone into every design detail. overlooked, and the lounge feels The cinema includes six statelike a swanky hotel with modern of-the-art, digital auditoriums,

reclining leather chairs, swivel tables and call service buttons to summon servers over to take food and beverage orders. “Our Luxury Cinemas are a whole new concept that has revolutionized the way moviegoers will watch movies,” said Cinépolis Luxury Cinemas Marketing and Brand Manager Alejandro Saenz. “You can relax, order your food and beverages inside the theatre and enjoy the movie. Make every movie memorable by coming to Cinépolis Luxury Cinemas which is a new level of a premium movie experience.” Hours for the cinema are 11 a.m. to midnight. Ticket prices range from $13.50 to $19.50 with a $3 surcharge for 3D films.

SEE CINÉPOLIS, Page 14

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Staying local this summer? Are you looking for other options for entertainment to add to your list of summer activities? Then take a look at the following museums to complement your summer plans.

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Make these museums a part of your 'staycation'

Miniature Engineering Craftsmanship Museum

3190 Lionshead Avenue, Carlsbad www.craftsmanshipmuseum.com | 760-727-9492

Admission: Free (monetary and display donations are welcome) Hours: Open Monday, Tuesday, Friday and Saturday from 9 a.m. to 4 p.m. (Closed on major holidays). The Miniature Engineering Craftsmanship museum moved to its 16,000 square-foot home in February and features examples of the work of the world’s best craftsmen. It also has a machine shop manned by volunteers that allow visitors an opportunity to see machinists at work. The museum’s displays include 100 working steam and Stirling engines (or heat engines) and more than 200 working internal combustion engines of all kinds; model ships, cars, airplanes and construction equipment; clocks; miniature guns; and miniature tools and small vintage lathes and equipment. Some of the museum’s most impressive pieces include a 1/16th scale Corsair, Barry Jordan’s 1/14th Bridgeport mill — the only example of his world-famous work on display in the United States — and a large engine collection from the late Rudy Kouhoupt. Barry Jordan from England, the 2003 Craftsman of the Year, donated this award winning 1/14 scale Bridgeport mill model, which is one of the most popular exhibits with the machinists who have spent many hours working on the full-size version. Even the scaled-down rotary table works. The museum is operated by the Joe Martin Foundation for Exceptional Craftsmanship.

Oceanside Museum of Art

Museum of Making Music

704 Pier View Way Oceanside www.oma-online.org | 760-435-3720

5790 Armada Drive, Carlsbad www.museumofmakingmusic.org | 760-438-5996

Admission: General admission $8, $5 for seniors (65 and up). Students, members of the military and their dependents and members of the North American Reciprocal Museum Program get in free with ID. Every Tuesday admission is free thanks to the Oceanside Charitable Foundation. Hours: Tuesday to Saturday 10 a.m. to 4 p.m.; Sunday 1 p.m. to 4 p.m. (Closed on major holidays)

Admission: General admission is $8; $5 for students, seniors and members of the military. Children age 5 and under receive free admission. Hours: Tuesday through Sunday from 10 a.m. to 5 p.m.

The Oceanside Museum of Art (OMA) offers a diverse range of engaging exhibitions and programs that connect people with regional, as well as national and global artists and artforms of the 20th and 21st centuries. The museum formally opened its doors on October 6, 1997 and in addition to offering more than 15 exhibitions a year. It also has special programing such as concerts, films, culinary events, fundraising parties and evening events. Its highly-anticipated Summer Soirée is set for July 28 from 6-11 p.m., featuring a champagne reception along with cocktails, hors d’oeuvres, an elegant seated dinner featuring artisan American cuisine and dancing to live musical entertainment by The Fabulous Pelicans under the stars. Reservations are $200 per person. The event will also honor Beate Rüsse and Dick and Margerie Newell will be presented with a Medal of Distinction for their contributions to OMA. This summer, OMA's lobby will host "Under Alien Seas," a new installation of hanging light sculptures that imagine what underwater worlds might look like. It runs through July 28.

The museum was founded in 1998 by the National Association of Music Merchants (NAMM) as a way to showcase and celebrate the music products industry. It opened to the public in 2000 and since that time has worked to provide opportunities for cultural enrichment and preserving our musical heritage through special exhibitions, innovative concerts and educational programs aimed toward a wide range of audiences. It has five galleries that have more than a century's worth of music products and history. The themes explored include popular music, the innovations, manufacturing and distribution of musical instruments, music marketing and the role of NAMM in the music industry. Last year, the museum completed a significant renovation that added more interactive musical experiences that give visitors the opportunity to play instruments and immerse themselves more fully in the musical experience. In addition, the museum hosts monthly concerts, camps and other special events, such as an upcoming performance by Quetzal, a band that weaves Chicano music and world music, on July 21, part of the museum's "Global Spotlight Series." Admission to the concert is $25. In addition to its permanent exhibitions, the current exhibition at the museum is "The Sound of Sax," which tells the story of "how the saxophone won America's soul." It runs through January 2013.

RUSSIA

Trip Orientation

Sept. 20 • 5:30-7:30 p.m. Carlsbad Chamber of Commerce 5934 Priestly Drive • Carlsbad • 92008

EXPLORE MOscOw and sT. PETERsBURG

May 8, 2013 • 8-day tour SPECIAL FEATURES • Armory Museum, Moscow • Kremlin Square, Moscow • Peter and Paul Fortress, St. Petersburg • Hermitage Museum, St. Petersburg • Optional tours available

PRICE INCLUDES: • First-class hotel accommodations • 6 Breakfasts and 2 dinners • Sightseeing • Airport transfers • Luggage porterage • International return airfare from LAX airport including departure taxes • Fast train from Moscow to St. Petersburg

8-DAY TOUR COST: $2,890/person (double occupancy) $3,545 (single traveler)

Russian Express For more information contact the Carlsbad Chamber at 760.931.8400 or visit our website at www.carlsbad.org


JULY 2012

3

tED OWEN

WORDS OF WISDOM OFFICERS Carlton Lund John Osborne

President & CEO CARLSBAD CHAMBER OF COMMERCE

Gina McBride John Lechleiter Mimi Gaffey

Sharing great thoughts by great people

Michael Howes, AICP Peter MacLaggan

Vice Chair of Business & Community Development Chris Ross

Life Technologies Corp. Vice Chair of Special Projects Carmen Rene Storrow Law, APC Vice Chair of Strategic Planning Lou Storrow

Dean Anderson Deb Beddoe David Bennett Joseph Charest Rebecca Cofinas Neil Crapo Ahmed Haque John Hanley Fred Hernandez Tucker Hohenstein Stephen “Hap” L’Heureux Gene Manganiello Paul McCormick Trisa Mills Niels Norby Peter Ronchetti Ken Ryan Lara Saab Don Sando Alex Scollon Don Schempp Lee Sterling Tim Stripe Jim Valentine Peter York

ADVISORY COUNCIL Lola’s 7-Up Mexican Market City of Carlsbad CUSD Visit Carlsbad NCTD Camp Pendleton

Ofie Escobedo Lisa Hildabrand Suzette Lovely Sam Ross Bridget Hennessey Sandy Wilson

STAFF President & CEO Ted Owen Executive Vice President & COO Toni Padron Information Specialist Business Services Manager Vice President, Corporate & Member Relations Director of Communications Military Mentoring Initiative Manager Business Development Manager Director of Sales & Marketing Art Director Member Services Manager

Lynn Delanzo Bonnie Hoffman Bev Jorgensen José A. López Madonna May Kristina McMahon Julie Miramontes Edgar Rodriguez Kathy Steffen

ASSOCIATES Journal Printing Advanced Web Offset

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 5934 Priestly Drive • Carlsbad, CA 92008 Ph. (760) 931-8400 • Fx. (760) 931-9153 chamber@carlsbad.org www.carlsbad.org

Published monthly by the Carlsbad Chamber of Commerce. Subscription price is deducted from dues of Chamber members.

index CITY UPDATE................................4 PUBLIC SAFETY............................5 LEGISLATIVE UPDATE...................5 POLITICAL PULSE.........................6 LEGAL LINES................................7 TECH TALK...................................8 GREEN SPOTLIGHT.......................8 MEMBER DIGEST.........................9 EXPAND YOUR KNOWLEDGE.........15 EDUCATION NEWS.......................16,17 REAL ESTATE UPDATE...................18 MEMBER MARKETPLACE..............19

Carlsbad Hi-Noon Rotary Club's 2012 scholarship winners were, from left: Jacob Allington, Allison Berkowitz, Mali Suzuki, Denise Garcia, Laura Kelly, Samantha Kasper, Rainer Sherwood, Rosy Resendiz, Brenda Russell, Emanuel Reyes, NaeYeon Kim, Kaili Massamoto, Aisha Thione, Jessica Velasquez and Dick Wheeler, the club's scholarship chairman.

KUDOS to grads and those that help put our kids on the path to success June was graduation time, so I wanted to have the bulk of this column of KUDOS for Chamber members who work with children and help them succeed. First off, KUDOS to the Carlsbad Hi-Noon Rotary for its dedication to help students in their pursuit of a higher education. These Rotarians presented $27,000 in scholarships to students of Carlsbad High School at the recent CHS Senior Awards Program. The scholarships were presented to the following students: Jacob Allington (SFSU), Allison Berkowitz (UCDavis), Denise Garcia (CalPoly SLO), Samantha Kasper, (UTAustin), Laura Kelly (UCDavis), NaeYeon Kim (UCSD), Kaili Massamoto (Whitman), Devin Muldoon (UCSB), Emanuel Reyes (UCIrvine), Rosy Resendiz (CSUSM), Brenda Russell (SDSU), Rainer Sherwood (UCLA), Mali Suzuki (UCSB), Aisha Thione (Howard) and Jessica Velasquez (DeVry). The Hi-Noon Rotary’s scholarships come from the annual Teens and Marines Golf Tournament, which this year will be held on Thursday, July 12 at The Crossings in Carlsbad. The tournament will raise money for scholarships for high school students and for wounded Marines who are returning to college. All proceeds from the events go to these causes. The entry fee is $250 per person and includes golfing, lunch and dinner, a silent auction and dancing with a live band. Guests of golfers can attend the dinner, wine-tasting and dance with a $20 dance ticket. This tournament has helped the Hi-Noon Rotary raise $197,000 in the last eight years. That’s a lot of money for a very good cause. For more information and to register for the event, visit www. rotarygolf.org, or to reserve contact club Treasurer Randy Ferren at 760431-4896 or randy.ferren@calbt. com or tournament Chairman Walt Waggener at 760-931-5393 or walt. waggener.b8gk@statefarm.com. KUDOS to Procopio, Cory, Hargreaves & Savitch LLP for being the first-place recipient of the 2012 Heilbron Award in the mid-sized San Diego business category. The award, from the San Diego Business Journal and Rotary Club 33 of San Diego, recognizes businesses that “pay it forward” and “give of themselves and their professional expertise to advance the well being and success of others in the community.” Procopio was recognized for their work with Monarch School, a public K-12 school exclusively for homeless students. The relationship began when long-time Monarch board member, David Boatwright, joined the firm in 2008. Since that time, several other Procopio attorneys have dedicated extensive pro bono hours assisting Monarch with various legal needs.

CARLTON LUND

DIRECTORS Beckman Coulter, Inc. Your Ops Manager Cal State San Marcos Katz & Associates Scripps Health Wells Fargo NRG West Solatube Global Marketing, Inc. Modern Postcard Colliers International Law Offices of Stephen M. L’Heureux Lexus Carlsbad La Costa Resort & Spa TaylorMade Golf Company SD Trophy LEGOLAND California Waste Management Westfield Strategic Results Group New Village Arts Theatre Torrey Pines Bank Carlsbad Sterling/Stone Realtors Grand Pacific Resorts, Inc. SDG&E North County Times

CHAIRMAN’S KUDOS

Chairman of the Board CARLSBAD CHAMBER OF COMMERCE

Recently, Procopio was instrumental in the resolution of two enormous challenges Monarch faced — the substantial need for a new campus and defending Monarch’s very right to exist against political foes in Washington, D.C. The school’s current campus at 808 West Cedar in downtown San Diego is bursting at the seams. Built on 15,000 square feet of land, the 10,000 square feet building serves 150-180 students at any given time as well as roughly 50 teachers and staff. There is no green space, no room for playgrounds, and no meaningful option for expansion. As the strain on current facilities steadily grew, the need for a new campus became increasingly obvious. In early 2011, Procopio hosted the launch of the Monarch Capital Campaign to begin raising the money needed to fund the new campus project. Partnering with Monarch staff, almost $900,000 in contributions and pledges were raised at the launch. Since that time and with the support of the firm’s management, Procopio attorneys have performed over 300 hours pro bono to handle all the legal work needed to make the new campus a reality. On the legislative front, Monarch teamed with Procopio to pitch a fierce battle to preserve its right to pursue its core mission of breaking the cycle of homelessness through education and community support . The McKinney-Vento Homeless Assistance Act, which is part of No Child Left Behind, prohibits segregated public schools for homeless

children. However, Monarch operates pursuant to a special exemption from this prohibition that was secured by community and state political leaders over a decade ago. In 2011, bills were introduced in the Education Subcommittees of the U.S. Senate and of the U.S. House of Representatives by legislators from other states. If enacted, the bills would have eliminated Monarch’s exemption. Fortunately for Monarch and many of the families of San Diego experiencing homelessness, Monarch and Procopio were successful in preserving the exemption. The school continues its invaluable work for the community and is optimistic that soon other areas of San Diego and other communities in the country will be able to choose to pursue a similar program. KUDOS to Mission Federal Credit Union for inspiring future inventors with their “Mission 2 Innovate” program at La Costa Heights Elementary School, a program modeled after the popular television show “Shark Tank.” During the project-based learning program, 6th grade students at the school were tasked with creating an invention and turning that product into a small corporation. They were asked to design a business and marketing plan and review the financial aspects of starting a company. Local businesses visited the 6th graders and presented growth strategies such as how they came up with their ideas, marketing segment they used, and what financial aspects were involved. On June 6, the program culminated when the students gave their final presentations in front of a panel of judges from local Carlsbad businesses. Dr. Brady, La Costa Heights Principal and her 6th grade team have inspired the students throughout this program and made this a learning experience as they prepare to move onto middle school.

This is a review of great thoughts by great people. I thought I would share a part of my collection with you and you in turn can pass them on to friends, relatives and associates. • If you have lived well, laughed often, and loved much, consider yourself a success. • An executive was asked what her formula for success was. “It is very simple,” she said. “Just 10 simple twoletter words: “If it is to be, it is up to me.” • What makes a truly successful executive is not intelligence, education, life style, or background. The principal factor that determines an executive’s success is his or her ability to deal with PEOPLE.

“T

he principal

factor that determines an executive’s success is his or her ability to deal with PEOPLE.

The Lund Team Chairman of the Board AT&T Chair Elect McBride Financial Advisory Immediate Past Chairwoman AKT, LLP Treasurer RAM Enterprises International Vice Chair of Member Services Howes, Weiler and Associates Vice Chair of Public Policy Poseidon Resources Corp. Vice Chair of Economic Development Sylvan Learning Center of Encinitas

• The difference between a successful career and a mediocre one sometimes consists of leaving about four or five things a day unsaid. • The Lord gave us two ends — one to sit on and the other to think with. Success depends on which one we use the most. • Ability may get you to the top, but only character will keep you there. • What the world needs is more people who will apply to their jobs the same enthusiasm for getting ahead they display in traffic. • If you love your work, you’re likely to be its master, if you hate it, it’s your master.

Mission Federal Credit Union helped sixth grade students at La Costa Heights Elementary School think like entrepreneurs with "Mission 2 Innovate" a program modeled after the television show "Shark Tank."


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carlsbad business journal

www.carlsbad.org

CITY UPDATE

When the City of Carlsbad incorporated as a city 60 years ago, it did so to take control of its future. Community leaders saw the great potential of our natural and human resources and took a daring step so that we could shape our own destiny. Today we enjoy the dividends of that bold decision. In 1952, we were a small town with many more vegetables and flowers than people. The old Coastal Highway 101 was our major road. The population was less than 7,000. Growth was a huge issue for the residents and businesses soon after we became a city. Some people didn’t want any growth. Others were in favor of controlling growth, although how and how much remained a topic of great debate. But growth was inevitable, and our city leaders at the time took a daring step into their future. Their decisions made our city what it is today. They placed a measure on the ballot that Carlsbad voters passed in 1986, the Growth Management Plan, which laid out the blueprint for the city’s development. That plan set standards for the high quality of life that we enjoy today by limiting the number of houses that would be built, setting standards for public services like libraries, parks and

MAYOR MATT HALL

For the City of Carlsbad, 60 never looked so good CITY NEWS

Mayor City of Carlsbad

emergency response times, and stating that development should pay its own way to ensure growth couldn’t take place unless the city had the infrastructure in place to support it. Carlsbad is a better place today because of our approach to growth management. We have high standards and a high quality of life. We have wonderful schools and libraries, great parks, and highly efficient services, such as police officers and firefighters who respond quickly when you call and the most well maintained streets around. We also have a thriving and diverse local economy. Software developers, manufacturers, apparel makers, biotech firms and golf companies all make their homes in Carlsbad. We also have a strong retail sector, including Car Country Carlsbad and

regional retail centers. And over the years the city has taken advantage of our nearly seven miles of beaches to develop tourism. In the 1990s voters gave the green light for LEGOLAND to build its first North American theme park in Carlsbad, and the result is LEGOLAND California Resort, a hugely successful attraction. Today we have more than 3,600 hotel rooms, and more coming on line, making our city the second leading tourism destination in San Diego County, behind only the city of San Diego. And our future remains bright. The City of Carlsbad is approaching a time when most of the major new development is complete, so we won’t see much more of the large developments that we saw in the past. Our new challenge will be sustaining our excellent quality of life and positive business climate as the city enters a new phase of its life. The community’s needs are changing, and that means we have to adapt our resources and planning accordingly. I can say with great confidence we are equal to these new challenges and, working in partnership with the community, ready to deliver on a bright future for the City of Carlsbad.

The City of Carlsbad contracted with Urban Place Consulting Group to “improve the health of the Village by partnering with local property owners, businesses and other stakeholders to develop programs, policies, financing mechanisms and other initiatives to spur local investment and foot traffic on a self-sustaining basis.” In future columns, we’ll discuss specific programs and projects as well as give updates on the progress towards improving the health of the Village. The purpose of this month’s column is to outline our approach to Village revitalization.

STEVE GIBSON

Village Works set to revitalize the downtown area village beat

President URBAN PLACE CONSULTING GROUP

VILLAGE WORKS is the name that has been developed to brand the revitalization effort in Carlsbad Village. “Village Works is a collaborative effort of the Carlsbad Village Association, Urban Place Consulting Group, and the City of Carlsbad. Its goal is to Improve the Village user experience, Refine the urban environment, and Realize the full potential of the Village to become the preeminent downtown of North County San Diego.” COLLABORATION. The vehicle for developing the partnering aspect of our contract is the Carlsbad Village Association (CVA). The goal is to develop a strong

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private sector organization that can take a leadership role in sustaining the Village Works revitalization effort after we, Urban Place, finish our work. Towards the goal of strengthening the CVA, we’ve expanded the Board of Directors to include more diverse representation of Village business owners, property owners and residents. The CVA moved their office into our Village Workshop at 530-A Grand Avenue. Urban Place is providing staff services and working with the CVA to refine their work plan and financial structure. IMPROVE the Village user experience. How is a great restaurant and a great downtown/village the same? They both understand the importance of the customer/user experience. ZAGAT rates restaurants using four criteria: Food, Décor, Service and Cost. Every great restaurant owner knows that it takes more than just great food to have a successful business that is sustainable over time. For a downtown, or in this case a Village, to become a great place it takes the same intense focus on the user experience.

We use four criteria when rating downtowns: access and parking, physical environment, business offering and perception. Our work will focus on improving the user experience in each of these four areas. We’re conducting several surveys to help us understand the current uses and current perceptions of the Village. We’ve developed separate surveys

News, events and more

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for Village businesses, Village residents and Village property owners. We’ve also conducted pedestrian and bicycle counts and an intercept survey of Village users. The data developed from these surveys will give us both a baseline from which to measure our progress and also insight into improvements that are needed. REFINE the urban environment. Our pilot bike program has installed twenty new bike racks with the phrase “Bike the Village.” A grant request for additional funding to add more bike racks has been submitted. Planters have been relocated in the Village to reduce the concentration on State Street and provide more opportunities for outdoor dining and bike racks. As a result, more outdoor dining and bike racks have been added. Hopefully you will have noticed the results of our “Light the Village” pilot program. New decorative lighting has been added to portions of Carlsbad Village Drive and Carlsbad Boulevard. Soon to come is lighting on State Street with the long term goal of additional lighting throughout the Village. Can Carlsbad Village become the preeminent downtown of North County San Diego? We certainly think so and will be working with our collaborators to REALIZE that goal over the next three years.


JULY 2012

PUBLIC SAFETY

5

LEGISLATIVE UPDATE

KEVIN CRAWFORD

Staying safe is a deliberate act. that product, or what to do if the Without making a conscious effort substance spills or comes into conto keep our homes and workplaces tact with someone’s skin or eyes. hazard-free, conditions can get out The label also will instruct you on PUBLIC safety measures, and often lists a of control and catch us unaware, SAFETY sometimes with dire results. toll-free phone number for you Inattention is a major factor in to call for information on that many accidents, and all of us at the substance. City of Carlsbad want you to stay You should also know a product safe. by more than its brand name. Fire Chief For that reason, I want to talk to Carlsbad Fire Department Read the ingredients to find out you about hazardous materials in what’s really inside the bottle, and the workplace. I know you’re probably be careful about how you store such saying to yourself right about now, “Oh, I don’t have materials. Don’t put them in rooms accessible to the to worry about that. I’m not a manufacturer. I don’t public, and keep them out of reach of children. use any hazardous materials at my business.” If you have too much of the substance on hand, I have a hunch that if you opened a cabinet or utility or you no longer need it, dispose of it properly. Don’t closet at your business right now, you’d find anywhere flush it down the toilet or dump it into a storm drain, from three to five chemicals stored there, and that one as that can be harmful to people and wildlife. Locations in Oceanside and Vista accept hazardous of them has been there so long you can’t remember why you got it. waste from Carlsbad residents for free. Information Your Carlsbad fire safety team advises that its good on their locations is on the City of Carlsbad website, practice to know what chemicals you’re storing at your www.carlsbadca.gov/trash. The city also hosts an annual household hazardous business, and to dispose of the ones you no longer need before they cause an accident. Any amount of waste collection event each spring, and offers pick up chemicals above five gallons is too much, unless it’s service for a small fee. necessary for your regular activities. If you have any questions about something you have Any type of chemical can be hazardous if there’s too at your place of business, please contact your City of much of it, or if its not properly stored and contained. Carlsbad fire safety specialists at 760-931-2141, or And while one particular chemical may be only mildly firemail@carlsbadca.gov. dangerous by itself, it may become lethal when it’s mixed with another agent. Sodium hypochlorite, the active ingredient in chlorine bleach, reacts chemically with ammonia, vinegar, drain cleaners and other acids to release a toxic gas, which, in large amounts, can sear your lungs, burn your eyes and cause other ill effects. Bleach is only one common chemical that has hidden hazards. Gasoline, acetone, paint thinners and similar products are so flammable that you’re not allowed to have more than five gallons of them on hand, unless you have a permit and you store them in a flammable-liquids storage cabinet. Never transfer a chemical from its original container to another, because the label holds useful and vital information, such as what not to mix with

As a business owner, I ran for office in 2006 to protect small businesses, and that has always been my first priority. I’m honored to serve the citizens of North County as their representative in the assembly and fight daily to improve California’s economy and business climate in the state legislature. Recently, I was grateful to take a brief respite from the battle to join the California Small Business Association at the Sacramento Convention Center and recognize Mike Morton, Jr. of The Brigantine Family of Restaurants as my 2012 Small Business of the Year. It is no secret that California is a tough place for entrepreneurs, especially among those who understand how a business actually works. In the latest piece of bad news for our state, Chief Executive Magazine ranked California as the worst state to do business, earning poor marks for its unfriendly tax and regulatory environment. Small businesses drive the economic engine of California. They are critical to the financial well-being of this state through the creation of new business models and employment opportunities, while bringing innovative services and products to the marketplace. That’s why I welcome the opportunity to recognize hardworking business owners like Mike Morton, Jr. and the Morton family, who have committed to invest and grow their business in California. In addition to the more than 1,000 jobs they provide in our communities, the Mortons have worked tirelessly to advance the restaurant industry in San Diego through their strong leadership in the California Restaurant Association and San Diego Regional Chamber of Commerce. Celebrating 43 years as a San Diego tradition, The Brigantine

martin garrick

Beware of hazardous chemicals Working for small business DISTRICT UPDATE

Assemblyman assembly republican leader emeritus

Family of Restaurants has developed into a successful collection of fine restaurants and opened their newest “Miguel’s Cocina” location just blocks from my Carlsbad district office. More than popular eateries for American and Mexican food lovers, The Brigantine Family of Restaurants is synonymous with quality, value and guest satisfaction. It’s a family business on two fronts – a family-owned business with several long-term employees who are considered “family.” Also, the Mortons are extremely proud of the restaurant group’s local, friendly flavor, generated in large part by their seasoned and committed staff. I’m proud of my record standing up for small businesses in the state legislature and even more delighted to name Michael Morton, Jr. and The Brigantine Family of Restaurants as my 2012 Small Business of the Year. Mike Morton, Jr. has carried on the impressive legacy of his familyowned business and serves as a model to others in the industry. To that end, I will continue my fight on behalf of entrepreneurs like the Morton’s to keep small businesses a vital part of our regional and state economy. Assemblyman Martin Garrick, R-Carlsbad, represents the 74th Assembly District in the California Legislature and served as Assembly Republican Leader in 2010.

The Daily News Cafe, in Carlsbad California, has been catering the needs of businesses and private parties for more than twenty years. We can accommodate up to 80 people at the restaurant for after-hours events. We have provided hearty breakfasts, delicious lunches and gourmet dinners for business meetings, wedding parties and anniversaries.

We have served a hot breakfast for more than 700 people and wedding buffets for over 200 guests!

Please contact Bob for our latest catering menu Open 7 days a week 6:30 a.m. to 4 p.m. 3001 Carlsbad Boulevard, Suite A Carlsbad, CA 92008 (corner of Carlsbad Village Dr. and Carlsbad Blvd.) 760.729.1023
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carlsbad business journal

www.carlsbad.org

POLITICAL PULSE

BUSINESS BUZZ

PACE offers green energy, lower utility bills, jobs

Mercury Insurance Open returns July 14-22

joe Charest

The Carlsbad Chamber of Commerce is reviewing a new and unique program that provides STAY financing for renewable INFORMED energy projects while reducing energy usage. It’s green. It’s clean. It's meaningful to businesses that can improve energy Chairman efficiency using a pro- government affairs committee gram that provides reasonable long-term financing. It's also endorsed by the Carlsbad City Council. The PACE program (Property Assessed Clean Energy), according to Mayor Matt Hall, “has the potential to significantly improve our local economy by creating jobs, reducing property owner utility bills, increasing economic activity and adding value to our building inventory.” PACE is a local government initiative that allows property owners to finance energy efficiency measures and renewable energy projects using funds paid back over time through their property taxes, reducing the burden of large up-front costs. The program can work for residences, but is especially useful for businesses. The PACE financing concept is not new. It has been used for decades by municipalities to pay for improvements in the public interest. Projects can range from weather sealing and insulation upgrades, to more efficient heating and cooling and solar installations, paid back over as long as 20 years. What’s more, the repayment obligation can be transferred, like other property assessments, to the next owner if the property is sold. One of the critical needs of a local program, if one is established in the county, is the availability of immediate financing, a qualification not always available through traditional government programs. By working with the private sector to secure financing, PACE programs overcome a major hurdle. That’s why Mayor Hall has written to county Supervisor Bill Horn urging support for a program that has committed funding, is locally managed and follows a model that has been successful in other regions. I encourage you to endorse and support an open, competitive market,” Hall wrote, “where property owners and contractors can immediately access the financing they need from multiple capital providers… the entire San Diego region stands to greatly benefit.” The Center for Sustainable Energy has more information on PACE at www.energycenter.org.

Professional tennis returns to the La Costa Resort and Spa this summer as the Mercury Insurance Open presented by Tri-City Medical Center comes to town July 14-22 featuring some of the world’s top female contenders. Marion Bartoli, currently ranked No. 8 in the world, leads the 28-player draw, which also includes Angelique Kerber (No. 10) Sabine Lisicki (No. 13), Dominika Cibulkova (16) and former No. 1 Jelena Jankovic. Also competing will be two-time Grand Slam champion Svetlana Kuznetsova. An open prequalifier will be held from July 7-12. Qualifying rounds will be held July 14-15. The Fashion that Heals Fashion Show presented by Saks Fifth Avenue will be held at 4 p.m. on Thursday, July 19. It benefits women’s health at Tri-City Medical Center and includes renowned keynote speaker Dr. Mimi Guarneri with “Health is Wealth: Renewing Body, Mind and Spirit” and Bridget Naso of KUSI as emcee. Tickets are $200 for the fashion show and the evening’s matches. For more information, call 760-940-3370. The tournament is a world-class event that showcases the city of Carlsbad and surrounding areas to people around the world, said Tournament Director Steve Simon.

“We are proud to showcase the magnificent city of Carlsbad, the beautiful La Costa Resort and Spa, and the world-class tennis of the Mercury Insurance Open to an international audience,” Simon said. “We believe this tournament will continue to build worldwide recognition for the region, civic pride throughout the community, and significant economic impact for local businesses.” Ticket information can be obtained at www.mercuryinsuranceopen.com.

SDG&E expects to meet summer power demand

New Carlsbad park taking shape Carlsbad city leaders marked the official start of construction of Alga Norte Community Park, the City of Carlsbad’s newest park, which will include pools, ball fields, a skate park, a dog park, a new playground and other amenities that support a healthy outdoor lifestyle for Carlsbad residents. The 32-acre park site at the corner of Poinsettia Lane and Alicante Road, just east of El Camino Real. The park is scheduled to open in late 2013. The approved park design includes an Olympic-sized pool with viewing bleachers, a 12-lane swim instruction pool, a spa, a kids pool and other amenities including lighted baseball/ softball fields, basketball courts, picnic areas with barbecues, a playground, a skateboard park and an off-leash dog park.

Summer typically means warmer weather and increased air conditioning use. This summer, SDG&E reminds customers that, while adequate electricity supplies are lined up to meet customers’ energy needs, conservation and demand response will still be vital during extremely hot weather or an unplanned development. “SDG&E has been working hard to plan for the summer to ensure that customers’ summer electricity needs are met,” said Jessie J. Knight, Jr., SDG&E’s chairman and CEO. “When the Sunrise Powerlink is energized, this will help increase the local power supply and improve the situation in San Diego by increasing the amount of imports into the region.” Despite having adequate electric resources, conditions are subject to change due to unexpected situations that may be out of our control. High air conditioning use during summer heat waves or electric transmission emergencies can have severe impacts on SDG&E’s ability to deliver power. “Southern California faces a challenging electrical resource situation this summer because the region’s largest power plant, the San Onofre Nuclear Generating Station, will remain offline for most of the summer,” added Michael R. Niggli, SDG&E’s president and chief operating officer.

2012 Summer Season at the Moonlight Amphitheatre A n e n T e r TA i n m e n T e x p e r i e n c e l i k e n O O T h e r

Award-winning musical theatre in one of the most beautiful outdoor theatres in southern california. Arrive early for pre-show dining or picnicking. we’re more than a show. we’re an experience!

June 27-July 14 8:00 pm

Experience the Moonlight! TickeTs selling FAsT! Order nOw!

(760) 724-2110 • moonlightstage.com Produced by the City of Vista in partnership with the Moonlight Cultural Foundation

July 25-Aug. 11 8:00 pm

Artisan café at the moonlight

Pre-show dining on the Moonlight Patio. Visit our website for the menu and to make reservations.

Family nights at The moonlight

Kids’ tickets are only $10 with a full-price paying adult on Wednesday, Thursday, and Sunday performances. Good for lawn seating only and sold at the door beginning at 6:00 pm before every show.


LEGAL LINES

TAX LAW

HR LAW

IRINA N. GOLDBERG | Law Office of Irina N. Goldberg

LouIS A. Storrow | Storrow Law, APC

Q. What should I know if I have a foreign bank account? A. U.S. citizens are subject to tax on income they have around the

world. They also must disclose their financial interests in and authority over foreign bank, security or financial accounts if the aggregate value of each account exceeds $10,000 at any time during the year. This disclosure requires the filing of Form TD F 90-22.1 (commonly called FBAR), an information return filed separately from the income tax return by June 30th. If the IRS determines that a taxpayer’s failure to file this form is willful, the IRS shall impose a penalty which is the greater of $100,000 or 50 percent of the value of the account for each violation. A willful violation also subjects the taxpayer to five years in prison and/or a maximum fine of $250,000. For those taxpayers who have not reported income from their foreign accounts, there is hope. Goldberg The IRS has implemented the Offshore Voluntary Disclosure Program to help these taxpayers become current with their US tax obligations. Currently there is no deadline to participate in this program. For those who choose to participate in this program, the IRS promises that significant civil penalties and criminal prosecution will not be imposed. In order to participate, the taxpayer must do the following three things: 1) file FBARS and amended income tax returns for the last eight years 2) pay all income tax, penalties and interest owed to the U.S. 3) pay 27.5 percent of the highest aggregate balance in the undeclared foreign account during the past eight years (with exceptions). Taxpayers who are currently under investigation by the IRS may not participate. Goldberg can be reached at irina@goldbergtaxlaw.com

JULY 2012

Q. My mother refuses to move to a nursing home, but she needs daily care. We've hired a young woman to shop, cook, help her dress and do light chores. Jessica comes every day for three hours in the morning and three hours in the evening, and she’s agreed to a salary of $350 a week, which is more than the minimum wage of $8 an hour for the 42 hours each week. My neighbor said she thinks we’re doing something illegal, but my husband insists it’s fine, since Jessica signed an agreement saying she’s an “independent contractor” and not an employee. Who is right? A. Your neighbor wins this one. Signing an agreement doesn’t make

Jessica an independent contractor in California. The law assumes that someone you hire is an employee, unless you can show that they’re not. There are numerous “factors” an agency or judge would consider, including whether the person is engaged in their own business, whether you have the right to tell them how to do the job, whether you provide the location and supplies they need, and how much skill is needed. In this case, it looks like Jessica is an employee, not a contractor. If you’ve misclassified Jessica as an independent contractor, California can fine you thousands of dollars and both the state and the IRS can STORROw demand back-tax withholding. Normally, from the hours you describe, Jessica would also be entitled to overtime and penalties, but a special exemption for “personal attendants” might apply. If it does, you could pay about the same wage and still comply with the law. Better to treat her as an employee, and budget accordingly. But get advice to make sure the exemption applies, or it could get very costly. Storrow can be reached at lstorrow@hrlawyer.com.

This column gives you the opportunity to tap into the expertise of attorneys who are members of the Carlsbad Chamber of Commerce. If you’d like to submit a question for consideration, send it to jlopez@carlsbad.org. The responses provided in the article are for informational purposes only and not for the purpose of providing legal advice. You should contact your attorney to obtain advice with respect to any particular issue or problem. A response in this article by an attorney does not create an attorney-client relationship between the attorney and the reader. The opinions expressed at or through this article are the opinions of the individual author and may not reflect the opinions of the Chamber, its employees, agents, directors or members — Lee Sterling, guest editor

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TECH TALK

GREEN SPOTLIGHT

Mobile website or app?

Mandatory commercial recycling is now active

Which is better – an app or a mobile website? When it comes to deciding whether to build an app or a mobile website, the most appropriate choice really depends on identifying who your users are and what your want them to do. If you are developing an interactive client inventory management system for your customers, an app is probably going to be your best option. But if your goal is to offer mobile-friendly content to the widest possible audience, then a mobile website is the call. In some cases you may even opt for both as many organizations choose a mobile website as a means to deploy a mobile app.

TECH TALK JEFF TOTH

Is your business planning to establish a mobile presence? If so, one of the first considerations that will likely come to mind is whether to create a mobile application for users to download (app), a mobile website, or both. According to Google, 30 percent of all online searches are performed from a handheld device, and this number is only expected to grow. Before evaluating the benefits of a mobile website vs. an app, it’s important to understand the key differences between the two. Both apps and mobile websites provide an optimized user experience when accessed on mobile devices. Mobile websites differ from standard websites in that they are designed for smaller handheld displays and touchscreen interfaces. Apps are computer programs which are downloaded and installed on your mobile device. Users are required to download them for a given operating system.

Managing Partner PRessRoom West

Mobile website advantages:

Generally speaking, when discussing a mobile website, think consumer response, lead generation, lead capture and customer acquisition. • No download required – One harsh realization many businesses face after deploying an app is that is it surprisingly difficult to get customers to download it. Nothing is more disappointing than spending a considerable amount of time and money on the latest app technology only to have no one use it. • Compatibility – Mobile websites are compatible on all mobile devices – unlike an app that must be designed with a specific mobile device in mind (i.e. iPhone, Droid, or Galaxy). • Upgrades – Apps require constant upgrades. This can get expensive not to mention updating an app requires updates to be pushed to users, which then must be downloaded in order to update the app on each type of device. •Shelf Life – Mobile websites can’t be deleted. The average shelflife of an app is pretty short, less than 30 days according to some research, so unless your app is the next Words with Friends or useful like Dropbox, it’s questionable how long it will last on a user’s device. • Social – Mobile website URLs

are easily shared between users via a simple link (e.g. within an email or text message, Facebook or Twitter post). Businesses can easily point users to a mobile website from a blog or website, print advertisement, or even a text message. An app simply cannot be shared in this fashion.

When Does an App Make Sense?

Apps are still very popular, and there are a number of specific use scenarios where an app will be your best choice. • Games – for interactive games (think Angry Birds) an app is almost always going to be your best choice • Regular Usage/Personalization – If your target users are going to be using your app in a personalized fashion on a regular basis (think scheduling appointments or appointment reminders). • Reporting – If you need something that will execute complex calculations, charts or reports (think banking or investment) an app will help you do that very effectively. • Native Functionality - If you need to access a user’s camera or processing power an app will still do that much more effectively. • No Internet Connection – If you need to provide offline access to content or perform functions without a network/wireless connection then an app makes sense. When developing an app you want to avoid at all costs is the needless and expensive exercise of building something that can be achieved with a mobile website. Toth can be reached at jtoth@pressroomwest.com

San Diego’s

The Mandatory Commercial Recycling Regulation, enacted by Assembly Bill 341, went into effect July 1, requiring businesses that generate four cubic yards or more of solid waste a week to implement a recycling program. CalRecycle, the California Department of Resources Recycling and Recovery, estimates that the new law will affect about 250,000 businesses, or nearly 20 percent of the state’s 1.3 million businesses. About 90 percent of those businesses are small businesses, with less than 100 employees. The law also applies to multifamily residential units that have more than five living units. The new law sets a statewide mandatory commercial recycling goal of diverting 75 percent of all commercial waste away from landfills by 2020, but there are no diversion goals for businesses — they only have to implement a commercial recycling program. Under the law, “diversion” is achieved by sorting trash and separating recyclable materials and either taking them to a recycling station or contracting with someone that does. The new law doesn’t specify how much or what materials must by recycled by a business, and does not limit the materials that can be recycled or composted, though jurisdictions, such as cities, can inform businesses about the law and let them know how they can recycle in that jurisdiction. Businesses are not required to keep data on their recycling activities, although jurisdictions can enact laws to track recycling. The City of Carlsbad’s franchised

waste and recycling hauler, Waste Management, offers commercial recycling services, and the City of Carlsbad notes that recycling programs could help businesses lower waste collection bills, since recycling fees are lower than waste collection fees. The City is also offering the following tips: • Double side copies or save documents electronically. • Buy bulk products or items that use little packaging. Cardboard is recyclable. • Choose products that come in recyclable or refillable containers. • “Closing the loop” means purchasing products made from recycled material. • Consider making forms electronic. • Promote “think before printing” attitude. — Source: City of Carlsbad

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RIBBON CUTTINGS

Meet some of the Chamber's newest members and those celebrating milestones.

10-12

S

P PE SE ULL CIA CT -O L ION UT !

MEMBER DIGEST

JULY 2012

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what's inside

› Sundowner › First Friday › On The Move

› Renewals › Ribbon Cuttings › New Members

› And More...

Your guide to what's happening at the Carlsbad Chamber of Commerce

Network among exotic sports cars Cavallo Motorsports hosting Sundowner Come and meet other business professionals surrounded by the beauty of some of the world’s most exotic cars as Cavallo Motorsports hosts July’s Sundowner, which will take place from 5-7 p.m. on Thursday, July 19 (please note that this is a change from most Sundowners). The Sundowners are one of the Carlsbad Chamber of Commerce’s most popular recurring networking opportunities. Cavallo Motorsports is the premier full-service exotic sports car supercenter, specializing in Italian and all fine European cars. The Cavallo Service team has more than 100 years of experience and is committed to getting your late model exotic back on the road. While you will see Ferraris, Lamborghinis, Maserati, Porches, Jaguars, BMWs in the shop, Cavallo Motorsports also has expertise in American muscle cars.Their sales department specialize in lowmileage, pristine examples of the most exciting vintage and current production automobiles available. Stop by to see what they have in their show room or for any of your car service needs, or visit them at www.CavalloMotorSports.com. This event is only open to

Meet Julie Miramontes The Carlsbad Chamber publications, such as the of Commerce would like to special edition commemintroduce its newest staff orating the Chamber’s member, Julie Miramon90th anniversary. tes, director of sales and With nearly a dozen years marketing. working in community If you’re a member of newspapers in San Diego the Chamber, contact County, Julie has extensive Julie to learn about the experience helping busiadvertising opportuninesses of all sizes market ties the Chamber offers, MIRAMONTES their products and services. including on our website, Contact Julie by www.carlsbad.org, the Carlsbad email at julie@carlsbad.org or at Business Journal and our special 760-931-8400.

businesses that are members of the Carlsbad Chamber of Commerce. Remember that when a business joins the Chamber, its owners and all employees are considered members. Admission is $5 per person at the door, cash only. For more information, or to donate a raffle prize, please contact Kathy Steffen at the chamber at 760-931-8400 or email her at ksteffen@carlsbad.org. If you are a prospective Chamber member and would like to attend, you must RSVP with Kristina McMahon at 760-931-8400 or kmcmahon@carlsbad.org.

JULY 19 MOTORCARS by

CAVALLO

ChamberNet10 Brown Bag Luncheon

”10 tips on email marketing” Table Facilitated networking and 10 Tips

MOTORSPORTS

YOUNG LEADERS — Members of Jefferson Elementary School's Kids for Peace Lifelong Leaders project presented the Carlsbad Chamber of Commerce with a banner at the First Friday Breakfast in June in gratitude for being named Best Innovative Program at the 2012 Outstanding Educational Programs Awards dinner.

In this event, you will learn how to increase I.T. reliability and more easily protect information with Microsoft Online Services and server solutions. Key solutions include centralizing business data, standardizing user desktops and using modern management tools

WEDNESDAY

$10 Admission - Members

11:30 A.m. - 1 P.m.

The workshop is $10 at the door per Chamber Member, and participants will be welcomed on a first-come, first-served basis. Cash payment only please.

For More Information Carlsbad Chamber of Commerce 5934 Priestly Dr., Carlsbad, CA 92008 Phone: (760) 931-8400 • Fax: (760) 931-9153

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online serviCes

JULY 25, 2012 presented by Vembra Holnagel, face it Up

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Friday, July 20, 2012 11:30 a.m. – 1:30 p.m. Carlsbad Chamber of Commerce 5934 Priestly Dr., Carlsbad, CA 92008 $20 chamber members • $40 prospective members (includes lunch) RSVP required • Space is limited

www.carlsbad.org • Space is limited, register today!

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table for eight

A Table For Eight 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 the Table For Eight 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.

Wednesday, July 18 Christine Davis (760)730-3700 Thursday, July 26 David Davis (619)987-7780 Tuesday, July 31 Paula Anderson (619)987-7780 Wednesday, August 8 Rick Kaufman (760)519-9974

For more info call: (760) 931-8400 or visit www.carlsbad.org

Celebrating 90 years of excellence

Be a part of history reserve your spot today The Carlsbad Chamber of Commerce is celebrating its 90th with a commemorative publication. Call Director of Sales and Marketing Julie Miramontes to learn about special advertising opportunities.

760-931-8400 or Julie@carlsbad.org


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www.carlsbad.org

WELCOME NEW MEMBERS For complete listings visit www.carlsbad.org

Advertising & Marketing Agencies Barrel O’Monkeyz

Paul June 424-218-9734 www.barrelomonkeyz.com Barrel O’Monkeyz is a full service creative marketing firm specializing in interactive digital media, product and brand design, and traditional marketing such as public relations, advertising, and research.

Elevator

Frank Cowell 760-494-7590 www.elevatoragency.com Elevator is a creative agency that helps progressive brands become preferred. From branding to digital to video and more: We’re media agnostic, idea zealous.

Arts & Crafts

Stacey Doolittle Wall Art and Furniture Stacey Doolittle 714-904-7911

Beauty & Hair Salons Headlines THE Salon

Gayle Fulbright 760-436-1812 www.headlinesthesalon.com Headlines THE Salon is one of America’s Top 20 salons in America, who believes in Extraordinary Guest experience, Community service and that Education is the key to their success.

Business Services

EA Outsource & Business Services

Eric Abraham 760-579-0248 www.eaoutsource.com We provide our business partners with customized outsource management services and solutions to get the job done, focused on achieving their goals and profitability.

Clothing - Women’s & Accessories Angels Fashions

Latoya James Ricciulli 909-354-6748 Clothing & accessories.

Day Spa & Services Ocean Crest Spa Jeannette Handson 760-683-5555 www.oceancrestspa.com Ocean Crest Spa at Hilton Carlsbad Oceanfront Resort is inspired by the Pacific Ocean and evokes the warmth and spirit of Southern California and features seven treatment rooms.

Entertainment Cinepolis Luxury Cinema La Costa Alejandro Saenz 760-603-8638 www.cinepolisusa.com Full service Luxury Movie Experience. Reserve your seats online, recline in our leather seats and enjoy at-your-seat service from our kitchen.

Financial Services Barry M. Rosenberg, CFP Barry Rosenberg 760-567-8655 Team leadership in providing integrated financial and estate planning services, on behalf of private business owners, in coordination with the client’s other professional advisors.

Flooring XS Studio by Oceanside Glasstile Tamara Christman 760-929-4000 www.glasstile.com XS Studio by Oceanside Glasstile (outlet store) offers high-end glass tile, ceramic, and porcelain tile at factory direct prices. Schedule an appointment at www.xs-studioby-ogt.com

Floral Design Pennie’s Bloomers Pennie Thieman 714-392-4619 Focusing expertise on corporate & business services, hotels, restaurants and special events. Working closely with clients to create distinctive fresh-cut flower arrangements for weekly or single delivery in a variety of unique vases and containers that meets your needs and budget.

Hotels, Resorts and Conference Centers

Hilton Carlsbad Oceanfront Resort & Spa

Bob Moore 760-602-0800 www.hiltoncarlsbadoceanfront.com Steps from Carlsbad State Beach, the Resort takes full advantage of its western exposure and sweeping Pacific Ocean views. 25,000 square feet of indoor and outdoor meeting space.

Internet Marketing

Painting Contractors

Restaurants & Eateries

Carlos Ordaz (760)521-5100 www.interiorillusion.com We are a family owned and operated company that have been in the decorative painting, custom faux finishes, venetian plasters, and custom murals business since 1989.

Carl Essert 760-683-5500 www.chandlerscarlsbad.com Innovation and style comes to this spectacular ocean view restaurant with eclectic seasonal menus inspired by locally grown products. Three outdoor covered terraces offer relaxed ocean view dining. Located inside the Hilton Carlsbad Oceanfront Resort & Spa.

Interior Illusion / Faux Painted Garage Doors

Chandler’s Restaurant & Lounge

Payroll Services

Miguel’s Cocina Carlsbad

PayChex

Andrea Vaughn 760-807-5289 www.andyvaughnmarketing.com Create and manage the entire social media presence of businesses. Also specialize in web design and email marketing.

Courtney Tuggle (858)547-2920 www.paychex.com Paychex, Inc. is a recognized leader in the payroll, human resource, and benefits outsourcing industry, with a steadfast commitment to success and a record of achievement that continues a tradition of delivering excellence.

Marketing & Consulting

Pharmaceutical Products

Michele Engel 760-445-8696 www.insightrak.com Consults on marketing issues, specializing in the selection, customization, and implementation of Customer Relationship Management (CMR) and Sales and Marketing Automation software systems.

Frederik Defesche (760)683-0901 www.custopharm.com Custopharm has experience with regulatory submissions and injectable product development. We assist companies with FDA submissions (IND, NDA, ANDA, DMF), drug listing and establishment registrations and product development support.

Andy Vaughn Marketing

Insightrak

Medical Equipment, Supplies & Products Access Medical, Inc.

Roofing Contractors

CUSTOpharm, Inc.

Physical Therapy

Doctors of Physical Therapy

Blaine Hunt 760-929-2828 www.accessmedicalrehab.com We specialize in custom mobility products, including manual and rehab power wheelchairs. Our goal is to provide the right manual or power wheelchair to fit the specific needs of each patient.

Robert Snow (760)634-9750 www.gasparpt.com Helps patients with injuries reach their maximum sports performance, attain skills needed in the workplace, on the field, and perform tasks needed in their daily lives.

Non-Profit Organizations

MC Global Access, LLC

Wheelchair Dancers

Larry Hull (760)579-1500 www.wheelchairdancers.org Our mission is to make a significant contribution to the lives of individuals with disabilities through the beauty of Ballroom and Latin Dancing.

Brian Harvey 760-759-1843 www.brigantine.com/miguels_cocina/locationcarlsbad.html Featuring a huge island bar, tortilla making station, lavish private dining room perfect for parties and the same authentic Mexican cuisine San Diego has grown to know and love for the Brigantine Family of Restaurants.

Product Compliance

All Seasons General Contracting

Wesley Lynch 858-530-2609 www.allseasonsinc.net We are All Seasons! San Diego’s premier roofing and solar providers. We have been in business for over 14 years, offering superior general contracting work.

Sales & Management Training

Sandler Training, Sales Growth Associates, LLC

Robert Swette 760-579-7316 www.sga.sandler.com Delivering Sandler training, coaching and consulting to help organizations reach their revenue goals by rethinking and reforming their processes and behaviors.

Signs & Graphics

Michael Cassidy (760)696-3700 www.mcconsultants.com MC Global Access provides product approvals for manufacturers selling wireless, telecommunications or other electronic equipment abroad. We have compliance solutions for countries in all regions of the world.

North Coast Signs

Fred Havens 760-536-5454 www.northcoastsigns.net Your large-format digital printing and sign manufacturing. We specialize in custom signs, combining graphic design and marketing expertise with a penchant for quality.

RIBBON C

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nterContinental IP is an intellectual property law firm focusing on patents, trademarks, copyrights, licensing and invention advice. We are located right across Palomar Airport from the Chamber offices and offer free initial consultations. Our attorneys are regularly asked to teach MCLE courses and have put on seminar presentations on six continents. While we have attorneys with expertise in many types of inventions, we try to focus our practice as much as possible on the fun side of intellectual property, with a number of skateboard and surfing-related patents under our belts. Indeed, InterContinental IP is believed to be the first law firm in the world who obtained a design patent on a surfboard shape. InterContinental IP is also a founder of both Inventing Profit, a monthly meeting held at the Chamber focusing on the invention process, and Patents & Prototypes, a live web show broadcast once a month on various topics of interest to innovators, entrepreneurs, and anyone else involved in inventions.

A InterContinental IP

2141 Palomar Airport Road, Ste. 320, Carlsbad 760-651-0142 | www.icipLaw.com

Inventing Profit features a different topic every month with expert speakers in that field. Patents & Prototypes also covers a different topic each web-cast, with plenty of time for viewers to video-conference on and ask questions of the guests.

rthritis conditions impact more than 100 million people in the United States, accounting for 25 percent of all visits to primary care physicians, and half of all anti-inflammatory drug prescriptions written in the United States annually. OsteoArthritis Centers of America’s board certified physicians and physical therapists are experts in the evaluation, diagnosis and treatment of Osteoarthritis, Degenerative Joint Disease, musculoskeletal and painrelated conditions. We utilize advanced, non-surgical, FDAapproved treatments for pain in the knees, hips, shoulders and back. By being a Center of Excellence and having this combination of specialties under one roof, we create a continuity of care that leads everyone working towards one goal: positive patient outcomes. We are committed to using the most cutting edge technology, medications, and therapies available to make you feel better. We even have the Anti-Gravity Treadmill.

OsteoArthritis Centers of America- Carlsbad

1281 Carlsbad Village Drive, Carlsbad 760-585-7720 | www.motionmed.com

OsteoArthritis Centers of America Specializes in: • Fast, accurate diagnosis for neuromuscular pain conditions • Non –surgical, FDA approved treatments for knee pain, hip pain, shoulder pain and low back pain • Evidence based Manual Physical Therapy for Osteoarthritis, Orthopedic injuries and other diagnosis •Physical Rehabilitation for stroke (CVA), post injury, neuromuscular disorders.


JULY 2012

NETWORKING OPPORTUNITIES

11

EVENT CALENDAR

What happens after the first “seven seconds”

Pres·en·ta·tion

1. An act of presenting 2. The state of being presented 3. A social introduction 4. An exhibition or performance

Carlsbad Blvd. In her presentation, Bridget Ayers will discuss the six things you need for a successful and memorable business presentation. You will learn how to:

marketing pieces. • Effectively and dynamically present your business and business material to one person or 100 people.

ayers

• Strengthen your networking with the right attitude, attire, conversation, and digital follow up. • Increase the effectiveness of your marketing collateral by creating expressive and memorable

The First Friday Breakfast is the Carlsbad Chamber of Commerce’s premiere networking and business promotional event, and one of the most regularly attended monthly programs. The cost is $30 for Chamber members who register before July 27, 2012. Afterward, the preregistration cost is $50 and $55 at the door. Prospective members interested in attending must contact Kristina McMahon at 760-931-8400. Tabletop exhibits or soapbox presentations are available to promote

Chamber Events F ree Score Business Counseling by Appointment Mondays & Fridays Chamber Closed

AUGUST 3 your business for $70 each, which includes one breakfast, and must be reserved in advance by calling Kathy Steffen at 760-931-8400 or ksteffen@carlsbad.org

The Chamber Salutes its May 2012 renewals 5D Robotics, Inc. Aflac (North County Regional Office) Alphatec Spine, Inc. Anchor Audio, Inc. Arbor Scientia Axia Medical Solutions, LLC Barry, Gardner & Kincannon, A Professional Corporation Beck Ellman Heald Best-Rate Repair & Construction California Watersports Carlsbad Mineral Water Spa/Alt Karlsbad Carlsbad Seapointe A Grand Pacific Resort Carlsbad Village Association Cavallo Motorsports Classic Party Rentals, LLC

Coldwell Banker Residential Brokerage Coombs-Hopkins Company Crystal Forwarding, Inc. Eagle Graphics El Camino Rental European Wax Center - Bressi Ranch First Choice Business Brokers (Dylan McGrath) Gilson Graphics Hall & Martin Properties Heavy Hitter Industries, Inc. Holy Guaca-Moly Independent Capital Management Jamroc 101 Caribbean Grill Jerky John’s, Inc. John Stevenson Plumbing, Heating & Air Conditioning Junior Achievement

Jurewitz Law Group Jeff Kassebaum PhotographyCertified Professional La Costa Glen Carlsbad La Costa Resort and Spa The Landings at Carlsbad Law Office of Andrea M. Gherini Life Technologies Corporation MacBride Appraisal Marrs Maddocks & Associates Insurance Services, Inc. NAMM-International Music Products Association Newport National Corporation Pacific Western Bank Packard Government Affairs Raphael’s Party Rentals RealFit4Life Reef

Rowan Electric San Diego Botanic Garden San Diego Hospice and The Institute for Palliative Medicine Schubach Aviation Stained Glass Overlay Superior Water Torrey Pines Scientific Inc. Transworld Business Advisors United Top Quality Construction, Inc. Vistage International, Inc. Wells Fargo Commercial Banking (Carlsbad) Westfield Plaza Camino Real Windsor at Aviara Women’s Resource Center David York, Architect

Please note that there will be no committee meetings in July. We’ll see you in August! For more information on the events below, visit www.carlsbad.org.

July 11: • Inventing Profit July 18: • Table for Eight July 19: • July Sundowner July 20: • Lunch Bytes: Simplify IT/Microsoft Online Services July 25: • ChamberNet10 July 26: • Table for Eight July 31: • Table for Eight

“T

he American Revolution was a beginning, not a consummation.

— Woodrow Wilson

CUTTINGS

A

s part of her ongoing mission to educate and inspire students of all ability levels, Kelly Colerick, credentialed special education and general education teacher, founded Step Ahead Educational Services, for students with mild to moderate learning disabilities and Autism Spectrum Disorders. Colerick earned a master’s of science degree in special education with a focus on exercise and academics. She believes in promoting a healthy lifestyle through exercise and nutrition and has implemented such practices into her work at Step Ahead Educational Services. To meet the unique needs and challenges of each student, Step Ahead Educational Services incorporates a variety of creative teaching styles and strategies, using innovative and multi-sensory-based techniques, specialized movements, yoga and exercise to promote learning throughout the day. Colerick believes exercise improves children’s mental state and leaves them more positive and motivated to do well in the

We’ve all be been told how important the first seven seconds of a presentation, but what about the 7,200 seconds that follow? Join Bridget Ayers of Get Smart Web as she tackles this subject at the First Friday Breakfast, which will take place from 7-9 a.m. on Aug. 3 at the Hilton Garden Inn, 6450

T Step Ahead Educational Services

3138 Roosevelt St., Ste. H, Carlsbad 858-384-1145 | www.stepaheadsandiego.com

classroom, and that simple educational, kinesiology warm-up exercises before class, such as sensory integration and Brain Gym movements, specifically designed to enhance academic skills, help children with sensorimotor issues and learning disabilities. Step Ahead offers a variety of services including academic tutoring, social skills groups, yoga/nutrition for kids, home school support classes and weekly summer sessions.

he eCosway stores offer a kaleidoscope of “best of” products in categories including: nutritional supplements, healthy snacks, alkaline water systems, skin care, personal care, shapewear, household care, and auto care. But eCosway is so much more than a store — It is a platform for a “prosumer revolution!” Intelligent consumers that demand the highest quality products at the best possible prices are considered professional consumers, or “prosumers,” and eCosway delivers to these folks by sourcing exceptional products from global researchers and manufacturers, buying them in huge quantities and/or private labeling them to get the best possible prices. But eCosway doesn’t stop there. It takes prosumerism a step further by actually making consumers profitable. In the eCosway business model, profits that are normally paid to retailers and marketers are instead shared among prosumers in a given community. One local community member is given an eCosway store free (fully renovated and stocked with products priced to compete

eCosway

2624 El Camino Real, Ste. A, Carlsbad 760-720-2031

with the large discount retailers) and gets to earn a percentage of all of the sales from that store. Since eCosway does not do traditional advertising, the rest of the community is invited to share in the profits by creating market share. VIP Customers can earn free products worth up to 15 percent of the value of the spending of anyone they introduce and entrepreneurs can earn profits by tapping into their social networks near and far to build market share for any of our stores worldwide.


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RIBBON CUTTINGS

W

hen North County Legal first opened its doors in March of 2009, attorney Ryan Alexeev dreamed of creating the “world’s local law firm.” North County Legal focuses on estate planning for individuals located in the State of California and on US immigration issues for people located around the globe. As the practice grew, Ryan began to see the exciting overlap between estate planning and immigration. It is because of their knowledge in both practice areas that the attorneys at North County Legal understand the unique complexities that come with drafting an estate plan for non-United States citizens. Everyone at North County Legal strives to make clients feel welcome and taken care of from start to finish. Communication with clients is key, and North County Legal wants to redefine the way people feel when they have to go see an attorney. The attorneys of North County Legal combine their comprehensive understanding of immigration and estate planning law, with their creative problem solving abilities, to make sure their clients get a custom solution to their legal matters.

SAVE

A North County Legal - Law Office of Ryan A. Alexeev

2141 Palomar Airport Road, Ste. 320, Carlsbad 619-819-5085 | www.northcountylegal.com

It is that same in-depth knowledge coupled with their gentle touch that draws clients to North County Legal. If you are interested in speaking to the attorneys at North County Legal about your estate planning or immigration needs, please contact them at (619) 819-5085 for a free, 30-minute initial consultation.

s h o w c a s i n g

THE

t h e

a r e a ’ s

dventure Cuts & Games is one of Carlsbad’s premier hair salons and party places for the entire family. It’s the “Disneyland” of hair salons, featuring themed haircutting stations, all of them equipped with TVs and video games. Kids of all ages, moms and dads can get a high-end haircut, style or color while watching their favorite movie or playing their favorite video game. A fantasy-filled salon with a paparazzi runway is loved by all. The salon also offers out-of-this-world birthday parties, tea parties and video game parties. Just introduced is a “parents night out” service for children, held from 6 p.m. to 9 p.m. on Fridays and Saturdays. Adventure Cuts & Games also offers services for families that have children with special needs. Three years ago two sisters had a vision to give quality salon services in a fun-filled, whimsical atmosphere, and Adventures Cuts & Games began. There is no other place in comparison. Adventure Cuts prides itself in high-quality customer service and ambiance. Adventure Cuts is open seven days a week to accommodate your family's needs. Hours

b e s t

Adventure Cuts

6965 El Camino Real, Ste. 202 760-804-1792 | www.myadventurecuts.com

are from 10 a.m. to 6 p.m. Monday through Friday, 10 a.m. to 5 p.m. and Sundays from 11 a.m. to 5 p.m. Hair services and party reservations can be made at 760-804-1792. Walk-ins are always welcome, however appointments are preferred on weekends.

b u s i n e s s e s

2012

DATE!

B U S I N E S S

EXPO

FRIDAY, SEPTEMBER 7, 2012 LA COSTA ReSORT And SpA •

2100 Costa Del Mar Rd.Carlsbad, CA 92009

SPONSORED by

For more info call 760.931.8400 or visit www.carlsbad.org


JULY 2012

l u n c h e o n The Carlsbad Chamber of Commerce

2012

FRIday

and the City of Carlsbad invite you to join City Council, and chamber business

august 24

leaders for a progress report on current and future City programs and projects.

11 a.m. - 1:30 p.m.

AdvAnced ReseRvAtions RequiRed eARly RegistRAtion by Aug 3 Chamber Members - $50 • Non-Members - $75 Table of 10 with company signage - $495 Parking included lAte RegistRAtion AFteR Aug 3 Chamber Members - $60 • Non-Members - $85 Table of 10 with company signage - $595

Refund fees apply - Sorry, no refund after August 3.

S h e r ato n C a r l s ba d R e s ort & S PA 5 4 8 0 G r a n d Pac i f i c Dr i v e C a r l s ba d, C A 9 2 0 0 8

For more information call us at (760) 931-8400 or visit our website at www.carlsbad.org

RegisteR online At www.cARlsbAd.oRg Page 2

Life Technologies Logo Interim Guidelines 3 November 2008 v1.3

Life Technologies CMYK: C100, M100, Y31, K22 Life Technologies Blue Pantone: 2766C C100, M100, Y31, K22 RGB: R40,2766C G37, B96 Pantone: Life Technologies Gray CMYK: K77 77% Black Pantone: 425C RGB: R95, G96, B98

SponSored by

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Cinépolis, the fourth-largest movie exhibitor chain in the world, opened its doors at the Paseo Real Plaza in February.

The lounge at Cinépolis Luxury cinemas features modern décor, floor-to-ceiling windows. The lounge is available for group rentals.

SILVERGATE BANK

INÉPOLIS › CContinued from Page 1

OPENS NEW BRANCH IN CARLSBAD

CINÉPOLIS LUXURY CINEMAS 6941 El Camino Real, Carlsbad 760-603-8638 | www.cinepolisusa.com

Silvergate Bank has opened a new full service branch in Carlsbad to enhance service to its growing North Coast customer base. The branch, located at 5810 El Camino Real at the corner of Faraday, specializes in serving businesses and residents with innovative, competitive products and services. “We are very excited to be part of the Carlsbad and North Coast community,” said Silvergate Branch Manager Steven Ahlquist. “We look forward to providing our customers with innovative financial products and services along with the refreshing and rewarding banking experience for which Silvergate is known.”

FULL RANGE OF SERVICES Carlsbad and North Coast customers now have access to the full range of Silvergate Bank services including, but not limited to, commercial loans and lines of credit, owner-occupied commercial real estate loans, small business lending, business and personal deposit products, cash management services, ATM and night depository. All customers have access to the full complement of online banking services.

CUSTOMIZED BUSINESS BANKING SOLUTIONS The Carlsbad branch is staffed with a dedicated team of business banking experts who are able to tailor customized banking solutions to help companies grow. Business customers benefit from fast, local decision-making, personal one-on-one attention, and convenient banking, including deposits from their office (Silvergate Office Deposit).

THE SILVERGATE CARLSBAD TEAM Branch Manager Steve Ahlquist leads a team of experienced commercial bankers who have deep roots in the Carlsbad community and are ready to serve you. Pictured (Left to Right): Karen Lindberg, Relationship Banker Steve Ahlquist, Branch Manager Donna Detzel, Branch Service Manager Erika Flores, Universal Banker

Business Banking, Redefined. “At Silvergate Bank, we’ve redefined the banking experience to be fresh, approachable and innovative. We look forward to being a trusted banking partner to businesses throughout the North Coast area. Come see us soon!” -Steve Ahlquist, Branch Manager

The lounge can also be used for private events and group outings. Arrangements can be made by contacting the events team at 858-200-3781. Movie enthusiasts wanting to see films in a luxury, full service cinema such as Cinépolis, now have three locations to choose from which include two locations in San Diego; Del Mar and La Costa. A third location is now open in Laguna Niguel, which is the chain’s first theater in Orange County. There are also plans for further expansions. Movie enthusiasts interested in learning more about Cinépolis Luxury Cinemas can visit www.cinepolisusa.com to view movie times and learn about other locations. Guests interested in hosting group or private events should contact Cinépolis Corporate office at 858-200-3781. The Business Spotlight is a paid editorial feature. For information about getting your company in the spotlight, contact Julie Miramontes at 760-931-8400 or julie@carlsbad.org.

“T

he history of the Carlsbad Chamber of Commerce is intertwined with the history of Carlsbad.”

14

— Ted Owen, President and CEO Carlsbad Chamber of Commerce

0TH › 9Continued from Page 1 SILVERGATE BANK CARLSBAD BRANCH Open Monday through Friday, 9 a.m. to 5 p.m. 5810 El Camino Real, at Faraday Avenue

760.931.1001 or toll free at 888.742.9358

www.silvergatebank.com

will honor the past by focusing on the present and exploring the debt that today’s Carlsbad owes to the past, and profiling the business and institutions that keep moving the city moving forward. “Simply put, this will be about exploring our place in time,” Owen said. Plans for the publication are currently underway and will be presented in upcoming publications, as well as at the Chamber website, www.carlsbad.org.


JULY 2012

15

EXPANDING YOUR KNOWLEDGE

Don’t fall victim to investment ‘biases’

Even in our temperate coastal climate with refreshing ocean breezes, summertime can be hot, hot, hot. The San Diego County Office of Aging and Independence Services has worked with many agencies to establish designated Cool Zones throughout the area; at senior centers, municipal libraries and elsewhere. These Cool Zones provide refreshing relief for older adults and others during hot summer months. Cool Zones are air-conditioned settings that offer a place where people can gather, helping to conserve individual energy costs and lowering overall countywide usage. They also provide a welcome locale in which people can take refuge from the heat in a companionable setting. To find a Cool Zone near you, call 800-5102020 or visit www.sdcounty.ca.gov/hhsa/programs/ais and click on "Cool Zones." Here are a few ways you can beat the heat at home: • Avoid physical exertion during the hottest part of the day. • Stay indoors as much as possible.

NERICE KAUFMAN

It’s not cool to be hot ABOUT LIFE

EXECUTIVE DIRECTOR Hospice of the North Coast

• If you are not using air conditioning, keep shades down and blinds closed, with windows slightly open. • Take a cool shower, bath or sponge bath. • Drink lots of fluids, especially water. Avoid caffeine and alcohol, which worsen the harmful effects of heat. • Air out hot cars before getting into them. • Never leave children or pets inside a vehicle! Kaufman can be reached at nkaufman@ hospicenorthcoast.org

MONEY MATTERS

JUSTIN PEEK

If you’re like most people, you go through many complex thoughts and emotions when choosing investments, especially in this current environment. In fact, a field of study called “behavioral finance” is devoted to understanding why people make their investment decisions. As part of their work, behavioral finance researchers examine “biases” that affect people’s investment selections. And as an individual investor, you can benefit from understanding these biases — so that you can avoid them. Here are some of the key biases identified by behavioral finance experts: Overconfidence — Overconfidence leads investors to believe they know the right times to buy and sell investments. But if you’re constantly buying and selling in the belief that you are correctly timing the market, you maybe wrong many times, and you may incur more investment fees, expenses and taxes than if you simply bought quality investments and held them for the long term. Representativeness — If you make decisions based on preconceived ideas or stereotypes, you may be suffering from a bias called “representativeness.” For example, if you see that investments from a particular sector, such as energy, have performed particularly well in one year, you might think these types of vehicles will do just as well the next year, so you load up on them. Yet every sector will go through ups and downs, so one year’s performance cannot necessarily predict the next year’s performance. Instead of chasing “hot” investments, try to build a balanced portfolio that reflects your individual goals, risk tolerance and time horizon. Anchoring — Similar to representativeness, an anchoring bias occurs when investors place too much emphasis on past performance. If you own shares of XYZ stock, for instance, and the stock price hit $60 per share, you might assume XYZ will always sell for at least $60 a share. But if XYZ drops to $30 per share — perhaps as a result of a

Financial Advisor EdWARD JONES INVESTMENTS

broad-based market decline — you might think it’s now “undervalued,” leading you to “snap up” even more shares. However, shares could also fall due to a change in a company’s fundamentals, such as a shake-up in management or a decline in the competitiveness of its products. As an informed investor, you need to work with your financial advisor to determine the causes of an investment’s decline and any actions you may need to take in response. Confirmation — If you are subject to confirmation bias, you may look for information that supports your reasons for choosing a particular investment. This type of bias can lead to faulty decision making, because you’ll end up with one-sided information. In other words, you may latch onto all the positive reasons for investing in something — such as a “hot stock” — but you may overlook the red flags that would cause you to think twice if you were being totally objective. To fight back against confirmation bias, take your time before making any investment decision — a quality investment will almost always be just as good a choice tomorrow as it is today. Being aware of these investment biases can help you make better decisions — and over a period of many years, these decisions can make a difference as you work toward achieving your financial objectives. Peek can be reached at Justin.Peek@ edwardjones.com

OPT hosts astronomy Expo this month The most visible example of Oceanside Photo & Telescope’s role in making astronomy resources available to the community is its hosting of the Annual Southern California Astronomy Expo, which this year will celebrate its eighth year. The event will be held on consecutive Saturdays, with an Astronomy Faire at OPT, 918 Mission Ave. in Oceanside scheduled from 10 a.m. to 6:30 p.m. on Saturday, July 14. The expo will feature more than 40 astronomy product manufacturers, prize givaways, solar viewing stations and special guests including Geoffrey Notkin, star of the hit television series “Meteorite Men” in the Science Channel, who will speak at 4 p.m. and also be in his own booth all day. On July 21, OPT will host a sale and swapmeet from 10 a.m. to 4:30 p.m., which will be followed by a star party from 6:30-11 p.m. at the new planetarium at Palomar College in San Marcos. There, visitors will also be able to see a special show within the planetarium for $3. For more information, visit www.optscae.com. Penny Distasio, OPT’s website manager and event coordinator for SCAE, said the event draws about 1,200 from throughout Southern California and beyond. “It’s starting to become big enough where people from other parts of the country are attending,” Distasio said. “They are planning their vacations around SCAE.”

5055 Avenida Encinas Suite 130

Oceanside Photo & Telescope moved to its home at 918 Mission Avenue in 2004. The two-story $1.5 million dollar building is one of the largest and most complete astronomy showrooms in the world.

OPT ›Continued from Page 1 two-story building at 918 Mission Ave. in Oceanside, in what was once a bank. It’s one of the largest telescope and optic showrooms in the world. More than just a store, OPT also acts as a sort of resource hub for those who are interested in Astronomy. During significant stellar occurrences, the store holds well-attended events. For the transit of Venus last month, more than 500 people visited the Oceanside store. "Our biggest event was in March 2004 (when NASA's Mars Exploration Rover Mission reached the red planet)," Weatherwax

said. "We had 3,000 people in the parking lot of the store and they had to shut off the freeway. It was just spectacular." On weekends, OPT sets up telescopes for daylight sky watching, and it holds an annual expo that draws visitors from all over the world (see sidebar). Another key to the business success is its website, www.optcorp.com, which was launched as an information-only site in 1994, but started practicing e-commerce in 1999. Now, about 80 percent of OPT’s sales are driven by the website, Weatherwax said. OPT is also a go-to source of telescopes for enthusiasts, professional photographers, colleges and universities, the military and government agencies.

(760) 931-1021

License # 0F06620

info@brubakerassociates.com

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EDUCATION NEWS

CSUSM announces graduate fellowship challenge Dr. JAN JACKSON

Rick and Ann Hein of Rancho Santa Fe have announced plans to donate $100,000 to fund the Hein Family Fellowship Endowment at California State University San Marcos (CSUSM) as part of a matching gift challenge. The endowment will fund needbased fellowships to low-income and first-generation post-graduate scholars in the College of Humanities, Arts, Behavioral and Social Sciences. The Heins recognize that CSUSM students pursuing master’s degrees have unique needs. As the commitment to graduate-level study often precludes outside work, graduate fellowships give CSUSM students the flexibility and freedom to focus on their research interests. During the 2011/12 academic year, more than half of CSUSM’s entire student body received some form of financial aid. More than $1.5 million was awarded in institutional scholarships in the 2011/12 academic year, but less than 4 percent of that amount went to graduate students. “For many years, we’ve witnessed the really good things happening at CSUSM, especially for low-income students, many of whom are the first in their family to attend college,” said Rick Hein. “We understand that the financial burden can be difficult, especially for graduate students, so now that we’re in a position to give back this is just the right thing to do. We have always tithed to faith-based organizations. With this gift, we

HIGHER LEARNING

Vice President of Community Engagement california state university san marcos

“R

ick and Ann Hein’s generosity demonstrates their belief that to invest in Cal State San Marcos is to invest in the future of our region.

Hein Family funds $100k endowment

— Karen Haynes, Cal State San Marcos President

hope to extend our giving by supporting a broader community. We’re offering our gift as a match so that, together, we can help more students realize their fullest potential.” With an endowed gift, the Heins are providing permanent support to present and future CSUSM grad students. Endowments are invested — never spent — and each year a distribution, like dividends on a mutual

fund account, are made to the chosen program or area. Investment earnings above the dividend rate help the endowment value grow over time, to keep pace with inflation and maintain the endowment’s spending power. “Rick and Ann Hein’s generosity demonstrates their belief that to invest in Cal State San Marcos is to invest in the future of our region,” said President Karen Haynes. “Their

support ensures that our bright postgraduate students are able to conduct the research needed to solve critical issues in a variety of fields and contribute to the intellectual capital of our region and state.” “This is a very significant gift that provides direct support to our graduate students,” commented University Advancement Vice President Neal Hoss. “At a time when support

of higher education is under intense scrutiny, the vision and generosity of Rick and Ann Hein ensures that CSUSM will be able to continue to provide opportunities for advanced knowledge to the benefit of our region and beyond.” For more information on how you can contribute to the Hein’s challenge, contact University Advancement at 760-750-4400.

Hats off to Carlsbad's Class of 2012 graduates! June 14 was a special day for more than 700 Carlsbad Unified School District students and their families. After entering kindergarten as wide-eyed youngsters a dozen years ago, they graduated from high school, eager to achieve their dreams. In the morning, more than 60 Carlsbad Seaside Academy (CSA)

and Carlsbad Village Academy (CVA) seniors made sure that their facility’s last hurrah — the program moves to Carlsbad High next fall — was a hearty hurrah. “The Academy turned my life around and enabled me to graduate on time,” said CVA Valedictorian Briana Hurley. “Here at a smaller school, I could get away from all the

drama and focus on my studies.” It worked: having graduated with a 3.6 GPA, Briana plans to attend MiraCosta and intends to become a journalist. In the evening, hundreds of proud parents and well-wishers parked at the sparkling new parking lot and elsewhere around the beautifully renovated Carlsbad High School

(CHS) campus to celebrate the graduation of approximately 660 ecstatic seniors. CHS’ annual graduation rate of 95 percent or more exceeds the statewide average by about 15 percentage points. Typically, nearly nine out of 10 CHS graduates pursues higher education, including at prestigious universities nationwide.

After the evening ceremony, the newly minted grads celebrated at Disneyland all night and slept all the next day. Ah, youth!

Briana Hurley, Carlsbad Village Academy’s valedictorian.

Carlsbad High School grads toss their caps in celebration after their graduation ceremonies. (Photo Provided by Arielle Vey)

Carlsbad Village Academy graduate Gervacio Tomas Cruz with his son, Kevin.


JULY 2012

17

EDUCATION NEWS The Carlsbad Unified School District Board of Trustees unanimously selected Suzette Lovely to be the new District Superintendent. She replaces John A. Roach, Ed.D., who retired on June 30, 2012. During June, Superintendent Lovely worked closely with Dr. Roach and CUSD’s leadership team to ensure a smooth transition.

It is a distinct honor to serve Carlsbad Unified School District (CUSD) and the entire Carlsbad community as your next Superintendent. I’ve had a whirlwind few weeks preparing for my “official” start date on July 1. It has been amazing getting to know the district’s leadership team, touring campuses, meeting staff and students, and learning about Carlsbad, including its vibrant business community. As a longtime educator, I recognize the value a high-quality education has in attracting and retaining residents and businesses to an area. Despite consecutive years of state budget reductions, CUSD has continued to do an exceptional job providing a world-class education to our future workforce. I am particularly impressed with the district’s College and Career Readiness Program. These efforts will help ensure our graduating seniors meet UC and CSU entrance requirements. Broadening academic pathways broadens students’ opportunities to succeed in college, career and life. Another indicator of the district’s success is the Academic Performance Index (API), which is used throughout

SUZETTE LOVELY

Introducing CUSD Superintendent Suzette Lovely CARLSBAD SCHOOL NEWS

Superintendent Carlsbad Unified School District

California to rank student achievement. In 2011, CUSD’s API grew to 876 - exceeding the statewide average by 89 points! All CUSD schools have met the state’s target of 800, while five schools have scored above 900. Pacific Rim’s API of 975 (out of a possible 1,000) is ranked among the highest in San Diego County!

Let’s Get to Know Each Other

I look forward to meeting many of you over the coming months. But for now, here is a brief introduction. I began my career in education in 1983 as a classroom teacher in the Capistrano Unified School District, where I served until 2009. During that 26-year period, I held

Newly appointed Sage Creek High School Principal César Morales, from right, checks out his new office, accompanied by CUSD Assistant Superintendent Suzanne O’Connell and Construction Program Manager Erik Reuter

Chairman’s Circle

become a member To learn how you can join Chairman’s Circle please contact the Carlsbad Chamber of Commerce at 760.931.8400 www.carlsbad.org

Suzette Lovely, third from left, with Board of Trustees members Kelli Moors, Elisa Williamson, Ann Tanner, Veronica Williams and Lisa Rodman. a variety of leadership roles including principal, director, deputy superintendent of personnel services and also acting superintendent. In 2009, I joined the Placentia-Yorba Linda Unified School District as assistant superintendent of personnel services. In addition to a bachelor’s degree and a Multiple Subject Teaching Credential, I hold a master’s degree in educational administration and am completing my doctorate in educational leadership this summer. Throughout my career, I have worked to develop strong relationships with employees, parents, city officials, law enforcement and business organizations. One of the things that drew me to Carlsbad is the reputation of collaboration between the district and its varied stakeholder groups, including the Chamber of Commerce, site PTAs, the Carlsbad Educational Foundation and the grassroots Carlsbad Unified Parent and Community Task Force. Every school district in California is made up of a network of people,

places and perspectives that give rise to its character and vibrancy. Not only do these networks paint a picture of the workplace, they portray how the greater community supports this workplace. Sustainable networks do not emerge from a single strategy or perspective. They come from an intertwined support system that joins together to

produce good outcomes. As Carlsbad Unified School District’s next leader, I look forward to working in tandem with the Board of Trustees to be gatekeeper of these partnerships. In turn, our District will continue to promote amazing outcomes for our 11,000 students. Thank you for your support in this exciting endeavor!

Sage Creek High School’s Administration Building under construction, late May 2012.

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18

carlsbad business journal

www.carlsbad.org

REAL ESTATE UPDATE

Appraisals keep a lid on home prices housing Trends

tyson lund

The North County San Diego real estate market is experiencing higher home prices, as inventory remains restricted through the summer months. One new challenge for both buyer and seller in today’s market is the appraisal value of the property. Appraisal values in North County remain conservative and are slow to catch up with the current marketplace. The challenge is not only a local phenomenon. Low mortgage rates and lower prices have created strong incentive to buy a home in today’s market. The current monthly costs of homeownership are historically low and comparatively affordable to renting a similar home. In North County San Diego, the summer market often sees the greatest number of contracts signed during the calendar year. Roughly 30 percent more homes will sell in the peak summer months than during the winter. However, while more homes typically come on the market in the spring, this year the number of available homes forsale went down and it has stayed down. As a result, the total number of home sales remain low. A low number of sales amidst high buyer demand will create two distinct challenges for an accurate appraisal. First challenge: rapidly changing values. As the number of for-sale homes

$

Broker Associate the lund team

remain low, home buyers have fewer choices and are having to wait longer to find a suitable home. When a home becomes available, it often has a high level of interest from multiple qualified buyers. Multiple-offer scenarios are becoming more common, as many North County real estate brokers will confirm. After months of searching, today’s buyers are becoming more aggressive to secure a home; even if that means offering more than recent sales. This will cause today’s contract prices to often reflect a higher value than those from only a few months back. Today’s conservative appraisals act as a stopgap of protection for the bank who typically will loan a majority of the money on a real estate purchase. But a conservative appraisal can also not keep pace with

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a rapidly changing real estate market. Second challenge: finding relevant comparable sales. As fewer homes are sold, there are fewer direct comparable homes for appraisers to use to justify the value of today’s contract. Many neighborhoods have little to no for-sale activity. As appraisers are often restricted to sold comparables of only the past 90 days, they are having to broaden their search and draw value conclusions that may be inaccurate. Since foreclosure homes have been replaced by the ‘short-sale’ home in the past 12 months, finding relevant comparable sales is ever more difficult. Short-sales have become nearly 50 percent of the currently available homes for sale in North County. Foreclosures have been reduced down to roughly 5 percent of the active inventory from over 30 percent in 2011. Even with new agreements by the nation’s largest banks to expedite the short-sale approval process, short-sale transactions will typically take 90-120 days to close escrow. In an upward moving market, the contract price of a sale made 120 days ago is not relevant to today’s market. However, that short-sale will close and create a comparative sale that both buyers and appraisers will use to assess value. Depending on your vantage point, a conservative appraisal is either a blessing or a curse. For those selling a home with unique amenities or top market upgrades, the appraisal can make it difficult for you to achieve full market value. If the appraised value comes in lower than contract price, the home buyer will often balk at paying the agreed upon price. Buyer’s agents often head back to the negotiating table with the listing agent to restructure terms of the deal. Reappraisals or ‘value disputes’ that challenge a low appraisal with the hope of getting it closer to contract, are coming up short. A successful ‘value dispute’ often requires new, relevant comparative sales. A difficult task given today’s marketplace. Buyers should see low appraisals as a gift that will, for at least the near term, keep a lid on rising home values until the North County real estate market sees more available homes.

PALOMAR FORUM BUSINESS PARK

Shelly Tinder

Real Estate Buzz

The tempo of today’s real estate market is fast, requiring agents and buyers to move quickly to secure a desirable home. Buyers are prone to make hurried decisions, exposing them to a less-thandesired result. Here are five steps to be a better buyer in today’s North County real estate market. 1. Get prequalified. An old adage that remains true today. A serious buyer will take the time to secure a pre-qualification letter from a mortgage bank or broker prior to looking at homes. Many high income earning professionals are surprised on their qualification status given today’s stricter lending environment. You will not only be able to determine the price range of your search, but be able to address any challenges in regards to credit, income or documentation. 2. A detailed self assessment. Decide what is important to you and/or your family. Develop a ‘want’ list and a ‘needs’ list. Talk with a professional about neighborhoods that might fit your criteria. An experienced professional can you create a plan with realistic goals. You may not be able to get a 4 bedroom home in walking distance to the beach for under $500,000. But maybe a 3 bedroom within a half-mile. 3. Remain flexible in your time frame. With fewer homes available for purchase be prepared to wait longer to find the home that best fits your needs. It is becoming more common for qualified buyers to wait 6 or 9 months to find the right home. Having a flexible interim housing option will relieve unnecessary pressure on an already stressful process. 4. Don’t get hung up on past comparative sales. The market is moving away from past sales in an upward trend. Some buyers will become fixated on a single comparative sale that happened last year; a sale that is no longer considered relevant given the current marketplace. And in the process miss out on many other valuable homes. 5. Know what you’re buying. A detailed exterior and interior inspection of the property during your showing can help you minimize any ‘oh I have to repair that’ during escrow. In a competitive market, many buyers are not given much time to consider all aspects of the home. And only once they get into escrow they find the home needs a new roof, extensive termite repair or a new heating system. It is often more difficult to change contract terms ‘in-escrow’ than come upon an agreement at the onset. — By Tyson Lund

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carlsbad business journal

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Tri-City Hospital Foundation is focused on the future of your community hospital. Tri-City Hospital Foundation is a volunteer led not for profit that raises money to support capital investments at Tri-City Medical Center. Because of you.... and other generous donors, the Foundation has been able to fund bold advances and mission critical programs including: • The da Vinci® Robotic Surgical System • The Siegel Family Surgical Suites • The Beatrice Riggs French Women's Center • The Edgar & JoAnne Jones Women's Diagnostic Center • The Emergency Department expansion

We’ll be here when you need us most! Join us in supporting YOUR community hospital. Call the Foundation office at 760-940-3370 or visit us at tricityhospitalfoundation.com.


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