CONSTRUCTION RAMPS UP What the return of speculative building means for Carlsbad’s economy
14
BUSINESS WWW.CARLSBAD.ORG
Investing
inCarlsbad
Starting on page 9
JOURNAL
VOL. 32, NO. 3
AN AWARD-WINNING, MONTHLY PUBLICATION OF THE CARLSBAD CHAMBER OF COMMERCE
MARCH 2015
FORGING THE C
arlsbad companies are working on the technologies of the future. No, we don’t have companies working on flying cars or jet packs (that we know of), but we have businesses that are working on technologies that could make “the future” a better place for us and our children. Here is a look at three companies whose work may change the way we do things.
5D ROBOTICS
BY JOSÉ A. LÓPEZ
Photo illustration by Edgar Rodriguez
From software that makes robots smarter, to a reliable water supply, Carlsbad businesses are leading the way in innovation
This Carlsbad-based company just celebrated its fifth anniversary last year, but their work on artificial intelligence and robotics (they create software that goes into robots) could have tremendous implications in commercial areas, from package delivery to transportation. The company’s software can be used across many platforms and allows humans to interact with robots intuitively and accurately manage their movements. As a military contractor, 5D Robotics developed a way to make land mine detectors to tag IEDs more accurately, using ultra wideband positioning and robotic behaviors to provide reliable, safe and accurate navigation. Its software allows robotic vehicles — from small wagonsized rovers to 6,000-ton tanks, BRUEMMER to follow at high speed, accounting for shifts in direction and even sudden stops. “One of the things we realized is that the biggest challenge to providing intelligent behavior to robots is position,” said the company’s CEO and Co-Founder David Bruemmer. He noted that while people might think GPS provides an accurate means for geolocation, it still leaves much to be desired, since it doesn’t work indoors and is too inaccurate for tasks that require a higher level of exactitude, such as landmine detection.
5934 Priestly Drive 5934 Priestly Drive Carlsbad, CA 92008 Carlsbad, CA 92008
PRESORT STD U.S. Postage PAID Carlsbad, CA Permit #67
SEE FUTURE, Page 8
BUSINESS SPOTLIGHT
Silvergate Bank gets a makeover inside and out Growing your business with a sense of family and community Towards the end of 2014, you may have noticed that construction on the Carlsbad Desalination Project reached the corner of Faraday Avenue and El Camino Real, right in front of the Silvergate Bank Carlsbad branch location. VP/Branch Manager Ted Peña took this opportunity to refresh the bank’s appearance with some tree trimming, new asphalt and a fresh coat of paint. “We even relocated the ‘For Lease’ sign in front of our building so our current and future customers knew we weren’t
going anywhere,” said Peña, who joined Silvergate Bank this past September after a 38-year career as a business development professional, business owner and consultant. Besides the exterior improvements, the Carlsbad branch has strengthened its team with experienced and friendly team members to better serve its customers. “I’m delighted to be a part of a terrific branch team led by Sarah Davis, branch service manager and cash management expert who moved from Silvergate Bank’s corporate office to Carlsbad last summer. We joined Karen Lindberg, customer service supervisor who has been with the bank since the branch’s opening in 2011. Mayra Saray, universal banker, joined the Carlsbad team this past summer, bringing 10 years of banking experience and providing strong bilingual skills,” added Peña.
Silvergate Bank’s team includes, from left, Ted Peña, Sarah Davis, Rebecca Moore and Karen Lindberg. The surfing decorations were inspired by the love that bank Chairman Dennis Frank has for the sport.
SEE SILVERGATE Page 12
2 | WWW.CARLSBAD.ORG
WORDS OF WISDOM OFFICERS CHAIRMAN OF THE BOARD John Osborne AT&T CHAIRMAN ELECT Carmen Rene Carmen Rene, CPA TREASURER John Lechleiter AKT, LLP VICE CHAIR OF PUBLIC POLICY Michael Howes, AICP Howes, Weiler and Associates VICE CHAIR OF ECONOMIC DEVELOPMENT Ahmed Haque NRG Energy, Inc. VICE CHAIR OF BUSINESS & COMMUNITY DEVELOPMENT Deb Beddoe YourOpsManager VICE CHAIR OF STRATEGIC PLANNING Lou Storrow Storrow Law, APC PAST CHAIR Carlton Lund The Lund Team
TED OWEN President & CEO CARLSBAD CHAMBER OF COMMERCE
We hear you, and we like what you’re saying Every year around this time, our Board of Directors and our executive staff chart the course for the Chamber for the year to come. We do this over the course of a weekend, at a strategic planning session in which we determine what’s working, what needs work and what we need to get rid of to better serve our members. You can read more about what happened at this session by reading the column by our Board Chairman John Osborne on this page. I would like to share with you the results of our 2015 Membership Services Survey, which the Chamber sent out ahead of the planning session. I want to thank all of our members who took their time to answer the questionnaire. It was valuable input that really helped to inform our discussion. We asked the respondents to rank the challenges that most impact their business. Profitability and growth finished as the top challenge, with 53 percent of those who filled out the survey citing this at their top challenge. Competition followed closely by exposure were the next two challenges cited, followed by employment issues, local regulations and taxes. When we asked you what the main purpose of our Chamber should be, nearly 48 percent of respondents said member services should be the Chamber’s top priority. This was followed by Economic Development (28 percent), Community Development (11 percent) Advocating for Public Policy (8 percent). When we asked you to rank the top three services that we as a Chamber offer our members, 65 percent ranked this publication, The Carlsbad Business Journal, as the Chamber’s top service. Our workshops and professional development seminars were second with 58 percent followed by our website with 41 percent. We asked you how satistied you were satified you were with our staff and almost 99 percent of respondents said they were satisfied with the services we provide, with more than 40 percent citing their level of satisfaction as “excellent.” That’s probably the reason why 85 percent of you said you would be likely or extremely likely to recommend the Chamber to another business. As the Chamber’s president and CEO, I am happy with the results, but not satisfied. The board, Chamber staff and I see this as an opportunity to improve and look forward to the challenge of taking this Chamber from good to great in 2015. Finally, there are a couple of things I would like to bring up, thoughts that came to my mind as I reviewed the answer of those who responded. The first is, how can we as a Chamber help you be a more engaged Chamber member? The survey had some great ideas, but many who answered indicated that they don’t take full advantage of their Chamber membership. Finally, I would like to ask you not to wait for our annual survey to reach out to us if you have any questions about your membership. I realize that like most businessowners, you are all busy growing your business, but we’re here to help. Call us or email us. Ask us questions. We want the opportunity to improve our services to you.
DIRECTORS
The Carlsbad Chamber of Commerce’s Board of Directors held an intensive two-day planning session to chart the organization’s course for 2015.
Chamber board of directors plans course of action for ‘15 Please join me in thanking your Board of Directors for spending a Friday and Saturday of their time and covering their own cost to attend our Board’s planning session. Our focus this year was on building and maintaining the sustainability of your Chamber, the 10th largest in the state and the second largest in San Diego County. I am proud to report that the Chamber finished in the black in 2014, contributing a modest amount to our reserves. At the intensive two-day planning session, the board focused on the Chamber’s key areas of operation, membership and the services and opportunities we provide to our members, our publications, and the special events we put on. After reviewing each of these items in detail, we shared dialogue on what we felt was working well and the areas that needed improvement.
FROM THE CHAIRMAN
JOHN OSBORNE Chairman of the Board CARLSBAD CHAMBER OF COMMERCE
We then distilled down five key focus areas and split into small teams to offer suggestions in each of those areas. The staff has captured the information and we will further discuss ideas with the full board in the coming months. I would like to thank Mayor Matt Hall, Councilman Michael Schumacher, City Manager Steve Sarkozy and Assistant City Manager Kathy Dodson for presenting to our Board their vision for the City going forward and some of the challenges they face as a municipality. In
addition, we were happy to hear the results of the city’s survey, which showed tremendous satisfaction with city services and how our tax dollars are spent. Lastly, I would also like to thank Carlsbad Unified School Board of Trustees President Veronica Williams and Vice President Claudine Jones for coming and sharing the work that the school district is doing to educate on children in the ever-challenging world of education. It takes a high functioning City, Chamber, and education system to develop a worldclass city. I believe that by all three groups collaborating and sharing information and how to support each other, we are well on that path. I look forward to sharing more of the Chamber’s plans for 2015 as they develop.
David Bennett Joseph Charest John Haedrich Lupe Hairston John Hanley Tucker Hohenstein Frank Idris Brian Lee Rick Lemmo Matt Leonard Peter MacLaggan Larry Magor William Meade Jr., MD Trisa Mills Niels Norby Ryan Perry Don Sando Don Schempp Michael Schroder Lee Sterling Jeffrey R. Stoke, Esq. Tim Stripe Amber J. Ter-Vrugt Jim Valentine Scott White
Tri-City Medical Center Katz & Associates Tip Top Meats/European Deli Freedom Window Cleaning Solatube Global Marketing, Inc. Colliers International Carlsbad LEGOLAND California Resort Wells Fargo Bank Caruso Affiliated Edward Jones Poseidon Water, LLC Omni La Costa Resort & Spa Activ8 Athleticism TaylorMade Golf Company SD Trophy Westfield Carlsbad Strategic Results Group Torrey Pines Bank Carlsbad Cal State San Marcos Leon P. Sterling, Commercial Tenant Broker Procopio, Cory, Hargreaves & Savitch, LLP
Grand Pacific Resorts, Inc. Scripps Health SDG&E New Village Arts
ADVISORY COUNCIL Ofie Escobedo Suzette Lovely Ryan Ross Sam Ross Michael Schumacher Sandy Wilson
Lola’s 7-Up Mexican Market & Deli Carlsbad Unified School District North County Transit District Visit Carlsbad City of Carlsbad Liaison Camp Pendleton
STAFF Ted Owen President & CEO Toni Padron Executive Vice President & COO Bev Jorgensen Vice President, Corporate & Member Relations AnnMarie Gabaldon Director of Sales & Marketing Bonnie Hoffman Business Services Manager José A. López Director of Communications/ Editor, Carlsbad Business Journal Kathleen Mandig Business Development Manager Scott Peltier Marketing Specialist Edgar Rodriguez Art Director Kathy Steffen Member Services Manager
ASSOCIATES Carlsbad Business 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
CHAIRMAN’S CIRCLE
5934 Priestly Drive • Carlsbad, CA 92008 Ph. (760) 931-8400 • Fx. (760) 931-9153 carlsbadchamber@carlsbad.org www.carlsbad.org
d T H A N K S F O R YO U R C O N T I N U E D S U P P O RT d The Chairman’s Circle was created to give prominent recognition to the companies whose steadfast support has helped the Chamber remain a proven collaborative force that brings business and community together, energized by a shared vision and passion to transform our future. BENEFITS In addition to visibility in the Carlsbad Business Journal, marketing materials and event programs, Chairman’s Circle members enjoy a range of benefits tailored to their specific needs. Chairman’s Circle
members also receive priority seating at chamber events and invitations to special Chairman’s Circle Members-Only receptions. We invite all chamber member companies who are committed to the success, growth and prominence of the Carlsbad Chamber of Commerce and the region as a whole to arrange for a visit to discuss the benefits and privileges of The Chairman’s Circle.
Published monthly by the Carlsbad Chamber of Commerce. Subscription price is deducted from dues of Chamber members.
To learn how you can join Chairman’s Circle please contact Toni Padron at 760-931-8400.
INDEX CITY NEWS..................................5 VILLAGE BEAT..............................5 LEGAL UPDATE.............................6 EDUCATION NEWS.......................7 REAL ESTATE................................14 MEMBER DIGEST.........................15-18
ADVERTISING SPOTLIGHT INVESTING IN CARLSBAD.............9-12 MEMBER MARKETPLACE..............13
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 3
Carlsbad hotels earn kudos for stellar service Carlsbad hotels continue the city’s reputation as a top vacation destination by earning top awards for their amenities and services. Park Hyatt Aviara Resort has received a Five-Star rating from Forbes Travel Guide in its annual Star Rating list for its highly personalized service, quality amenities and ability to create enriching and truly memorable experiences for guests. “We are truly honored to receive Park Hyatt Aviara’s first Five-Star rating from Forbes Travel Guide,” said Park Hyatt Aviara General Manager Ulrich Samietz. “This prestigious accolade is a tribute to my incredible colleagues who work tirelessly to ensure a high level of excellence. Their priority is to engage each guest, anticipate needs, and go beyond guest expectations to ensure a memorable Park Hyatt Aviara experience.” The resort has made significant enhancements to the resort over the last few years. It underwent a comprehensive multi-million dollar renovation in 2013 that modernized its 327 guestrooms and casual dining restaurant, California Bistro, in addition to creating several outdoor living spaces such as fire pits where guests can socialize over a glass of wine complemented by views of the Pacific Ocean. West Inn & Suites was named one of the best hotels in the country in the 2015 TripAdvisor’ Traveler’s Choice Awards, based on its
notable service, accommodations, location and family-friendly amenities. West Inn & Suites was recognized as the #12 best family hotel in the U.S. and was one of only five properties in California to make top honors; it was also the only family hotel in San Diego to make the list, and one of only three San Diego properties to make the ranks throughout TripAdvisor’s 2015 “best of” lists in total. “We’re thrilled to be among the best family-friendly hotels in the country for the seventh year in a row,” said Kim Akers, vice president of West Hospitality. “And even better, receiving this recognition based on our guest’s unsolicited personal reviews means we are succeeding in providing thousands of travelers with the memorable San Diego vacation our staff continually strives to create.” Carlsbad Inn Beach Resort & Hotel, meanwhile earned the RCI Gold Crown Resort designation by RCI, the worldwide leader in vacation exchange. The award celebrates resorts that have high levels of excellence in resort accommodations, hospitality, and member experience ratings as measured by RCI. Carlsbad Inn Beach Resort & Hotel consistently receives glowing reviews from owners and guests, who appreciate the resort’s oceanfront accommodations and heartfelt service.
Park Hyatt Aviara Resort has received a Five-Star rating in Forbes Travel Guide’s annual Star Rating list. David Brown, Co-President of Grand Pacific Resorts, the resort management company for Carlsbad Inn Beach Resort, commended the resort saying, “RCI has confirmed what we already knew—that the team at Carlsbad Inn Beach Resort & Hotel
is one of the best in the industry. From the warm welcome you receive at check-in to the rich activities program, our associates in Carlsbad are going above and beyond to deliver memorable moments to our owners and guests.”
Tri-City gets ball rolling on redevelopment Tri-City Medical Center officials have taken first steps to redevelop the Oceanside hospital by building a new emergency department and parking garage, as well as conducting upgrades that will enable the hospital to comply by 2030 with seismic safety standards that have been established by the state. At its February meeting, the hospital’s board of directors have given CEO Tim Moran the go-ahead to hire an architect to design the project,
which will also include a redesign and expansion of two Neonatal Intensive Care Units (NICU) and the obstetrics department. “The Board desires an updated plan which will meet the health care needs of our citizens due to the ongoing changes in healthcare needs for the future as well as addressing the seismic requirements that must be met by 2030,”said District board Chairman Larry Schallock.
The designs make up the first phase of a multi-phase approach to campus redevelopment. “The Emergency Department is a key area of concern and one of our highest priorities, which are always patient safety and timely access,” Moran said. “In addition, our new facilities will need to ensure patient privacy and comfort, provide easy parking access for the elderly and handicapped, and meet the needs of our employees.”
Excellence EXCEL IN
The Quality, Craftmanship & Competitive Spirit cannot be surpassed. The sources of selecting prime meats and preparing them for your table is John’s biggest honor.
NORTH COUNTY’S GREAT BUTCHER
C E L E B R AT I N G
SHOP! Gourmet MARKET
47 YEARS • OF •
QUALITY, VALUE & SERVICE.
Old-World HOSPITALITY Top Quality MEATS
San Diego’s Great Source for Quality Steaks & Roasts
Open 7 days a week - 6 a.m. - 8 p.m. 6118 Paseo Del Norte Carlsbad, CA 92011 Ph: 760.438.2620 • Fax: 760.438.3184 tiptopmeatscarlsbad@gmail.com • www.tiptopmeats.com
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 5
Local businesses give Carlsbad high marks One of the City of Carlsbad’s important responsibilities is to provide the best possible climate for local businesses to succeed. To check on how we are doing that job we survey businesses to see what we’re doing well and where we need to provide more support. At the end of 2014, Carlsbad-based BW Research surveyed 476 firms regarding the Carlsbad business climate, how the businesses view their opportunities for growth and how well the city serves them. The results were revealing.
T
CITY NEWS
CHRISTINA VINCENT Economic Development Manager CITY OF CARLSBAD
saying they will remain stable. Less than 3 percent said they would reduce their workforce, with the rest uncertain. And in a strong endorsement of their local government, nearly three out of
and retaining qualified candidates is a challenge. So it was no surprise when more than a third of survey respondents — 36 percent — reported “some” or “great” difficulty in hiring, with 7 percent reporting “great difficulty” finding qualified applicants. Thirtyseven percent reported little or no difficulty, and 27 percent expressed no opinion. To better align the business needs for talent and fill the gap, the city created the “Life In Action” talent attraction campaign in 2014. It builds awareness of the global companies located
he employment climate for the foreseeable future looks positive, with 29 percent of businesses surveyed saying they expect to increase their workforce during 2015, and 61 percent saying they will remain stable. Less than 3 percent said they would reduce their workforce, with the rest uncertain. More than four out of five Carlsbad businesses surveyed — 85 percent — believe the city is a good or excellent place to do business, with 45 percent rating the city as “excellent.” The employment climate for the foreseeable future looks positive, with 29 percent of businesses surveyed saying they expect to increase their workforce during 2015, and 61 percent
four businesses — 73 percent — say they have confidence in the city’s ability to make decisions that have a positive effect on the local business climate, with 25 percent saying they are “very confident” in Carlsbad government’s ability. One focus area of the City of Carlsbad Economic Development Department is talent recruitment, because businesses report that hiring
here and provides a portal of information for recruiters and talent specialists. We will continue our efforts to promote our businesses through the Life In Action brand over the next few years to build success. The survey also asked about the importance of an institute of higher learning as a recruiting aid, and more than half of the respondents said an institute would be
very or somewhat valuable. Those who favor such an institute indicate they would prefer a partnership with a university to train current employees and offer a master’s degree in a specific academic field. Clearly, we know talent recruitment is a concern, so the City of Carlsbad is pursuing a higher education initiative aimed at attracting an institution of higher learning that can offer programs that align with the city and region’s business needs. The city has hired an experienced team of consultants to help in this pursuit. The city has also partnered with MiraCosta College on a new Technology Career Institute that will open this spring, where experienced instructors will train workers to fill a growing demand for industrial technicians in North San Diego County. The Technology Career Institute will be colocated in a city-owned building with the North County Small Business Development Center to help existing businesses with resources and train talent in new skills. An important component of a city’s economic portfolio is industry clusters, which help create wealth by drawing customers and revenue from outside the region. In this way Carlsbad’s five industry clusters — action sports manufacturing, life sciences, cleantech, entertainment and hospitality, and information and communications technology
— help drive Carlsbad’s economy. Four of these five clusters experienced growth between 2010 and 2014, with cleantech, life sciences, and entertainment and hospitality each growing by 15 percent. Action sports manufacturing grew by 2 percent, and information and communications technology remained about the same. ViaSat, one of the city’s largest employers and a vital member of the information and communications technology cluster, has seen tremendous growth into 2015 and we expect these numbers to increase. About two-thirds of businesses surveyed said they were satisfied with their access to clients and customers, and three-fourths
said they were pleased with local roads and the transportation system. Fortyfive percent said they were very or somewhat satisfied with the local regulatory climate, with one-fourth expressing no opinion. Twenty percent said they were “somewhat” or “very” dissatisfied. Finally, an overwhelming majority of businesses expressed a high degree of satisfaction with Carlsbad’s quality of life, with 95 percent saying they are either very or somewhat satisfied. Three out of four participants said they were “very satisfied” with Carlsbad’s quality of life. The full report is be available on the city’s economic development website, www.CarlsbadLifeInAction. com/Business-Survey/
All is (s)well in Carlsbad Village Now that 2015 is in full swing, and we haven’t kicked our New Year‘s resolutions yet, it’s the perfect time to cleanse the mind, body and soul. Carlsbad Village is just the place to start or continue leading a healthy lifestyle. With our abundance of outdoor activities, an array of fitness studios and tons of healthy dining options, the Village helps make living well easy and fun!
The Main Squeeze Fresh, cold-pressed juices full of nutrients and antioxidants are all the craze right now, and the Village as a few places to get your fix. Choice Superfood Bar & Juicery has rapidly captured
Body + Mind
VILLAGE BEAT
The Village has no shortage of options to clear the mind and work out the body, from Pilates to dance. Places like Yoga Bound yoga studio and Fit in 60 Pilates and Barre are perfect examples of friendly, community-driven facilities to get centered.
ASHLEY WESTMAN Project Manager URBAN PLACE CONSULTING GROUP
the hearts and stomachs of Village locals with their cold-pressed juices, bowls and smoothies. On Carlsbad Village Drive, Beach City Smoothies has been serving 100 percent vine-ripened fruit smoothies, organic wheat-grass and fresh juices for more than seven years.
Citizen
of the
Food for Thought Carlsbad Village offers a wealth of restaurant options that happily fuel your next health-filled eating adventure. Keep the Naked Café in mind when searching for feel good food. The neighborhood locale invites guests to feed their bellies
Year
and their souls for breakfast and lunch in an eco-friendly, sit-outand-enjoy-the-sun environment. Local favorite, Swami’s Café, has been a staple for delicious, healthy eating for years. Their wraps, salads and outdoor patio take healthful dining to a tasteful level. From Piloxing classes to superfoods, it’s an exciting time to feel your best in Carlsbad Village. Make 2015 a swell year for you; with Carlsbad Village as your advocate. Check Carlsbad-Village. com for free wellness activities throughout March. Westman can be reached at ashley@ urbanplaceconsulting.com.
Nominations being accepted through March 31
Do you know someone in the City of Carlsbad who deserves special recognition for outstanding community involvement? For a nomination form, visit www.carlsbadca.gov or call 760-434-2830.
Rubber seal will give Carlsbad streets a makeover The City of Carlsbad will resurface portions of some major roadways and neighborhood streets during the next several months as part of the city’s annual program to keep the streets free of cracks and potholes. In a project that began in January, work crews are preparing streets for a thin coat of asphalt that seals surfaces in a process called “slurry sealing.” The process involves patching the surface to remove cracks and other defects, then applying a layer of rubberized asphalt concrete to the surface. Streets are selected based on their condition. The project will begin next month and will affect seven roadways: • Calle Barcelona between El Camino Real and Rancho Santa Fe Road. • Carlsbad Village Drive between Concord Street and Tamarack Avenue. • Madrilena Way, Lucia Court, Bolo Place, Pendon Court and Plazuela Street in La Costa. Some streets in northwestern Carlsbad are due for slurry sealing this year, including Garfield Street between Pine and Tamarack avenues, and many of the streets that cross Garfield between Carlsbad Boulevard and the coastal railroad tracks. Source: City of Carlsbad
6 | WWW.CARLSBAD.ORG
It takes more than a contract to make a contract employee Why hire employees when make decisions based on you can use an “indepencourt precedent. STAY The key factor is the right dent contractor” under IRS INFORMED Form 1099? Isn’t it easier to to control how the job is avoid withholding, sick leave done. Regardless of whether and other risks by just hiring the hiring party actually exercontract workers instead? cises that control, the mere Businesses who follow this right to do so makes the LOU STORROW, ESQ. Competitive Companies lineCreating of reasoning often find worker an employee. Attorney themselves on theAt wrong If you misclassify someone One Leader A Time STORROW LAW, APC end of government agency as an independent contraccomplaints or lawsuits. and state law, and under tor, you could be liable for w Executive Coaching – Leadership Development Itw takes than a condifferent agency regula- withholding, social security Talentmore Management and Development tract to make a contract tions. The IRS looks at 20 and tax payments, and fines w Strategic Human Resource Leadership factors, the Employment of up to $15,000 or more. employee Even if youandand the Development Department A misclassified worker could w Facilitation Instruction worker agree that he or she looks at about ten factors, claim an injury that your is an independent contrac- but in certain industries (real workers compensation B. Goates, MA or estate, home health care, policy won’t cover. He or she tor,Greg a government agency President a judge can take that agree- computer services, barber- could also claim overtime ment and throw it in the ing, newspaper distribution, you never tracked. The fact Phone: 760.519.9360 w Fax: 760.753.9380 trash if they think the worker and others) there are special that the worker agreed or greg@goatesconsulting.com w Web: www.goatesconsulting.com wasEmail: really an employee. regulations. The Labor Com- even demanded to be indeTo make it worse, the rules missioner has a definition in pendent will not prevent him are different under federal its Wage Orders, and courts from suing you!
Justice may be blind, but should you be? Get the information you need to make wise HR decisions.
StorrowLaw Louis A Storrow, Esq. • Storrow Law, APC (760) 929-9141 • Lstorrow@hrlawyer.com
Because Knowledge is Power.
Stack the Deck in Your Favor Of all of the factors courts use to classify employees and contractors, several stand out: • If you have the right to terminate at will, most likely you are an employer • If the worker does not operate a separate business, he is most likely your employee • If the work is something that’s part of your business and not a separate occupation, then it’s likely the person doing it is your employee Take an honest look at the work. Are you contracting for a computer expert to set up the network in your accounting office? Or are you contracting for a “Word expert” to do your regular typing, filing and general office work? The first example is probably an independent contractor, the second one is probably an
I
f you misclassify someone as an independent contractor, you could be liable for withholding, social security and tax payments, and fines of up to $15,000 or more. employee. In a close case, get professional advice! Call your attorney or your CPA – but remember the rules may be different for tax purposes than for wage and hour cases. You can even ask the IRS or EDD for a determination, but they’re not guaranteed and may not
protect you from a wrong classification. If there’s any doubt, you’re safer presuming you have an employee. Of course, you may decide to take the risk – but that’s your job as a business owner, isn’t it? Storrow can be reached at Lstorrow@hrlawyer.com
PA R E N T S & B U S I N E S S M E M B E R S W E I N V I T E YO U TO CELEBRATE EXCELLENCE IN EDUCATION BY HONORING LOCAL TEACHERS.
oep
outstanding educational program
FRIDAY, MAY 1, 2015
OMNI LA COSTA RESORT & SPA AT 6 P.M. Each year the business community comes together to recognize the best and brightest academic programs. To sponsor a school, purchase a corporate table or for more information, call (760) 931-8400 or visit www.carlsbad.org.
PARTNERS IN EDUCATION SPONSOR
THE ARTS
AWARD PRESENTED BY
ENTREPRENEURIAL PROGRAM AWARD PRESENTED BY
CIVIC RESPONSIBILITY
AWARD PRESENTED BY
STEM PROGRAM
AWARD PRESENTED BY SPONSORSHIP OPPORTUNITY AVAILABLE
VENUE SPONSOR
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 7
Career academies offer pathway to the ‘real world’ Although only in its second year, Sage Creek High School (SCHS) is well on its way to offering a comprehensive STEM (Science, Technology, Engineering, Math) curriculum for students who want to pursue careers in these fields. SCHS launched a biomedical science pathway last year, and has started up its engineering pathway this school year. Through support from the Carlsbad Educational Foundation, the SCHS Foundation and the district, SCHS has implemented “Project Lead the Way” curriculum to integrate academic skills with challenging, hands-on career experiences. Led by Valerie Park, SCHS’s Career Technical Education chairwoman and Tommy Gavilan, an engineering teacher, students have the opportunity to explore careers using equipment and technology designed for college and industry. In an engineering class, for example, students might be using CAD for measurement or graphic design. Biomedical students might
CARLSBAD SCHOOL NEWS
SUZETTE LOVELY, ED.D. Superintendent CARLSBAD UNIFIED SCHOOL DISTRICT
use EKGs or blood pressure readings to explore what these measurements mean to health care professionals. “The PLTW biomedical sciences career pathway has shown me some of the greatest wonders of innovation and science,” says Alex Baratti, a student. “But perhaps the greatest innovation is the one humans didn’t create — the human body. I’ve learned how the body works together and how it performs amazing things that no computer could possibly do. I want to create a startup that combines technology and medical to allow people to take control of diabetes.” In 2016-17, when SCHS welcomes its first senior
Students take part in a Principles of Biomedical Sciences class at Sage Creek High School. class, students will be participating in a capstone course which will incorporate internships and workplace experiences in their fields of choice. According to Cesar Morales, SCHS’s principal, nearly 50 percent of Sage Creek’s students are participating in either the
Biomedical or Engineering STEM program. Over at Carlsbad High School, teachers Jeff Brandmeyer, Shawn Jones, and Alexa Livingstone have pioneered another creative model for teaching students a rigorous academic curriculum while preparing them for careers. Integrating
their academic knowledge with their love of film, these teachers have developed the CHS Film Academy. Students take English 2 and 3 and World and U.S. History with a film emphasis--studying a rigorous core curriculum while learning how a film works, how to construct a story, and how screenplays are written. In their junior and/or senior years, students also take a Filmmaking class, where they create their own films. Students make their own silent films, music videos, commercials, and films of their own choice. The program has obtained equipment such as cameras, lighting and sound equipment, green screens, and moviemaking software, including Final Cut Pro. The CHS Film Academy students are learning about film from both sides of the camera, and developing skills that will be assets if they go on to attend film schools or pursue careers in the film industry.
Both SCHS’s Biomedical and Engineering programs and CHS’s Film Academy are looking forward to working with the local business community to develop mentorships and internships for their promising students. Additionally, CUSD is currently in the process of joining with 15 of the 18 high school districts in San Diego County and all five community colleges to submit an application for a California Career Pathways Trust grant. This grant would unite high school and post-secondary institutions with a focus on preparing students in unique ways with the cutting-edge skills needed to be successful in college and careers. It will connect all participants with business and industry partners. Most importantly, the Career Pathways Trust grant engages K-12 and higher education in a commitment to developing excellent connections between education and the world of work to better prepare our students for the careers of the future.
Cal State San Marcos celebrates 25 years of service From humble beginnings as a chicken ranch to becoming a bold, innovative university with a forward focus, California State University San Marcos turns 25 this year. To mark the milestone, the University is hosting a yearlong series of programs, activities and signature events. At her 11th annual Report to the Community on Thursday, Feb. 5, CSUSM President Karen Haynes noted that the school is no longer this region’s best kept secret. The event, which drew approximately 600 regional and civic leaders to a tented pavilion on campus, served as the public launch of CSUSM’s 25th Anniversary celebration. “The secret is out—we are the place,” she said. “We are military friendly…we are a model employer…we are a diverse campus…and we are a community engaged institution!” From small class sizes and hands-on learning experiences that emphasize the success of each individual student, to unique programs that create a collegebound culture for K-12 students throughout the region, to the university’s distinguished faculty who are actively engaged in vital research, Haynes described the countless ways that CSUSM is uniquely poised to meet the demands of the 21st century. “For 25 years there has been great synergy between our university and our region,” she said. “We have literally grown up together, coming of age as we have helped create and were fed by these businesses, organizations, schools, neighborhoods and cities. Now, as we celebrate 25 years of regional impact, not only do we reflect on our collective accomplishments but we are compelled to consider the future.”
HIGHER LEARNING
DR. PATRICIA L. PRADO-OLMOS Vice President of Community Engagement CALIFORNIA STATE UNIVERSITY SAN MARCOS
Despite being only 25 years old, Haynes declared that it is CSUSM’s youth that will help leverage its lead going forward. “Our youth allows nimbleness and our culture embraces change,” she reflected. “Even when the challenges seem
insurmountable, we do things our way and we get them done. We aren’t just ‘chalk and talk’ but futurefocused on real solutions to real problems.” In her remarks, Haynes discussed seven pressing issues from educational access to regional workforce needs, to globalization and climate change, that emphasized how CSUSM is futurefocused on real solutions to real problems. “At Cal State San Marcos we have set our goals to be ready for our future,” said Haynes. “Since our founding 25 years ago — through imagination, creative thinking, partnerships, research and our unique approach — we have gone beyond what even we expected.” Haynes also underscored that CSUSM will continue to be ready for whatever the future brings while striving to be a model institution of best practice, indicating that CSUSM’s region and students deserve nothing less. “Last year I told you that
I wasn’t done yet . . . and I’m not!” she exclaimed. “Today, I ask you to continue to partner with me — with Cal State San Marcos — and commit to achieving the impossible. We are rich in
achievement and possibility, and this forward-focused, regional university has much to teach the nation. With you we have become the place . . . we have achieved the impossible… we are
prepared for whatever our future holds. Let’s move forward together.” For more information on 25th Anniversary events and programs, we invite you to visit: www.csusm.edu/25.
Pinch yourself all you want,
YOU’RE STILL HOME. Set among the natural beauty of nearby Batiquitos Lagoon, the Aviara private villa rentals offer the comforts of a familiar place with all the luxury amenities one would expect from a world-class resort. Enjoy wild blue heron in the distance and a gourmet kitchen and renowned personal service at your doorstep. Leave home behind, yet find it waiting right here.
fourseasons.com / north san diego 760.603.3700 7210 Blue heron Place carlsBad, ca 92011 CSUSM President Karen Haynes delivering the 11th annual Report to the Community on campus on Thursday, Feb. 5. Photo Provided by Esteban Robinson
Nightly Rentals + Extended Stays . 1 & 2 Bedroom Villas + Kitchen + Laundry
8 | WWW.CARLSBAD.ORG
›Continued from Page 1
FUTURE
The company uses ultra radio tags that create reference points, which can be used to digitally mark terrain by a difference of only 5 centimeters in areas where GPS will not work. Outside of the military, Bruemmer said, the software could have a great impact on commercial applications. “5D is about making intelligent and reliable positioning,” Bruemmer said. “We can support a wide variety of novel applications.” For example, he said, the driver of a snowplow who can’t see in a blizzard might be able to clear paths through the snow if tags are set up on the road, providing the information on the windshield with an augmented reality display. “Ultimately, it means the whole automation of vehicles becomes easier,” Bruemmer said. The technology could also be used for safety and security in large facilities. For example, a petrochemical plant can give their employees tags that are connected to sensors that — in the case of an emergency like, say, an ammonia leak — allows the company to keep track of its workers. It can also be used to make sure only those authorized to be in a secure area can access it. The technology could also be used to automate lawnmowers. But ultimately, Bruemmer said, his company’s biggest market might be providing a
new form of transportation — he called it “shared intelligent mobility” — which would be a network of pods that can come to you to pick you up and drop you off at your location. Pods would be able to communicate with each other and coordinate their positions. Bruemmer said these could be tested in environments where they make sense, such as airports or senior care facilities.
POSEIDON WATER
While turning to the sea to create drinking water is not a new or unproven concept — the technology has been credited with helping Israel get rid of its water worries by providing nearly half of its drinking water — Poseidon Water’s Carlsbad Desalination Project feels like a step toward the future. Peter MacLaggan, Senior Vice President of California – Project Development for Poseidon Water, said that by providing San Diego with its own drought-proof supply of drinking water (officials believe that the project, which is scheduled to open this fall, will provide up to 7 percent of the region’s water supply) the local desalination project will be a step toward reversing our area’s procurement of water. “ S a n D i e g o County is at the end of a lengthy s y s t e m MACLAGGAN that goes from the Colorado River in Northern California,” MacLaggan said. While
Poseidon Water’s Carlsbad Desalination Plant is expected to be fully operational in the fall. It is expected to provide 7 percent of the region’s water by desalinating water from the Pacific Ocean. the system has served well during the years, conditions like drought, population increase and competing water uses for agricultural, urban areas and fisheries has put strains on the system. “RIght now, 90 percent of our water comes from somewhere else,” said MacLaggan. “The Carlsbad Desalination Project reverses that trend and adds a new source of water supply that’s reliable — the Pacific Ocean — that is not dependent on snow pack levels or rainfall and is also drought-proof.” MacLaggan said that the reverse osmosis technology that the plant operates on has been patented since the ‘60s (before that, desalination depended on distillation and capturing steam and condensation, which uses a lot of energy). The price of the technology is now more affordable, making it competitive with other forms of water creation.
Golfing, hiking, camping, swimming, surfing, meetings or a weekend getaway... Located at the core of San Diego County, Gillespie Field is a combination airport and business park with excellent accessibility, globally via air, locally by rail and regionally via multiple freeway connections. McClellan-Palomar Airport in Carlsbad is a gateway to San Diego’s North County. The new passenger terminal at the airport includes a restaurant, Wi-Fi access and rental car desks.
Construction on the desal project and the pipeline is nearly complete, and MacLaggan said Poseidon Water plans to start formal testing of the plant in the summer. The project should be fully operational in the fall. “I think the plant is going to change the way that people look at water in California,” MacLaggan said. “We know there are a lot of people interested in looking at this and they’re all watching to see how things go. A successful start-up and operation will lead to other places that will open not only in Southern California, but in the Bay Area as well.”
VIASAT INC.
Next summer, ViaSat will launch its second satellite, ViaSat-2, into orbit from the Kennedy Space Center in Florida. The launch will mark another milestone for the local communications
company, which already transformed satellite-based Internet service with the launch of its first satellite in 2011. According to the company, the second-generation satellite is expected to cover seven times the geographic area of the first and offer twice the bandwidth economics advantage of ViaSat-1, which is already the highest capacity satellite in the world. In addition to providing coverage in North America, Central America and the Caribbean basin, the satellite will provide a “bridge of coverage across the North Atlantic” allowing for high-speed Internet on flights from North America to Europe. Richard A. Baldridge, ViaSat’s president and COO, said the company is actually working on several satellites simultan e o u s l y, enough to provide consumers with the quality of BALDRIDGE services and the bandwidth they want for years to come. “Our view is that people and applications are demanding substantial increases in bandwidths,” he said. “We don’t see anyone saying that they want less bandwidth — everyone is saying they want more.” Baldridge said ViaSat has positioned itself as the technology leader when it comes to providing satellite-based Internet service, and added that the company’s goal is
to deliver the type of service that people want, whether they’re at home, in the air, in businesses and hotels. He cited a recent report from the FCC that shows that when it comes to providing speeds of more than 25 megabits per second (Mbps) to homes, 80 percent of consumers only have one or no choices. “It’s not a good environment for the consumer,” Baldridge said. “We think we can change that.” ViaSat’s next generation technology will allow it to increase its capacity tenfold, and can deliver high-speed connections and provide more than 100 Mbps — far exceeding the demand of consumers. ViaSat’s work will allow satellite Internet to compete with the best Internet connectivity, and will position the Carlsbad company to grow. Baldridge said the company’s work might also allow flights to be a little less awful in the future, by providing in-flight Internet to passengers that will be comparable to the high-speeds they get at home. More connected flights could lead to increased productivity, allowing business passengers to access their work computers and download large files to work on the go. He cited a study which suggests that people would trade an airplane bathroom for good connectivity. He adds that the service could be offered without a cost to customers, since he can envision that companies would want to sponsor the service to advertise to them.
Marrs Maddocks & Associates Insurance Services A Division of Hub International Insurance Services, Inc.
COVER ALL YOUR BASES
with the leading insurance team in North County!
County Airports * Agua Caliente * Borrego Valley * Gillespie Field * Fallbrook Airpark * Jacumba * McClellan-Palomar * Ocotillo * Ramona
MEDIUM BUSINESS OF THE DECADE
2 013
www.mmains.com
•• •
Follow us
A complete solution for every insurance need - both business & personal Healthcare reform specialists Top 10 San Diego Agency 10+years in a row 1903 Wright Place, Suite 280 Carlsbad, CA 92008
800-624-4538 760-804-0402 LIC# 0757776
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 9
Investing
inCarlsbad Carlsbad’s investing picture is rosy Q:
How would you describe the current economic climate in Carlsbad. What are some of the factors that are contributing to this status?
A:
Carlsbad continues to reflect the trends we’re seeing nationally as Bloomberg reports.
Q&A
It’s easy to see that the Carlsbad economic climate is positive and vibrant. The opening of Sage Creek High School, the most advanced high school in the region, the addition of recreation parks and hotels in the Bressi Ranch area, and the development of new communities along the El Camino Real corridor are just a few of the “real” indicators that the economic climate is healthy and positioned for a bright future. The success of the auto industry is certainly evident as Car Country Carlsbad is bustling with activity.
Q:
How is Carlsbad’s economy different from other areas?
A:
Carlsbad’s uniqueness can be traced to many things including the talent pool and commitment of our community leaders. Carlsbad has the highest percentage of college educated people compared to other cities in the region. If you dig a little deeper, you’ll find the Carlsbad Educational Foundation and the Boys & Girls Clubs of Carlsbad creating leaders through outstanding youth programs to keep Carlsbad a resource of outstanding talent for years to come. The presence of lagoons, reserves and natural habitats sets us apart. The commitment of the Agua Hedionda Lagoon Foundation and Hubbs-SeaWorld Research Institute/Leon Raymond Hubbard Marine Fish Hatchery facility are just two of the organizations dedicated to preserving our natural beauty when it comes to coastal waters.
Carlsbad’s uniqueness is truly distinct when you consider the approval and implementation of the Poseidon Water LLC Desalination Project. Water is a critical resource to the region for both businesses and residents. The Desalination plant certainly plays a part in our bright future for those of us that want to work and play in Carlsbad.
Q:
What is your company’s role when it comes to investing in the community?
A:
We at Silvergate Bank desire to bring the personal touch to your banking relationship. We pride ourselves in bringing our business experience to support your business goals and objectives in addition to providing cost effective banking solutions. We are well capitalized, locally owned, locally operated and committed to the small to medium business owners. With strong deposit growth we can invest in our community with commercial real estate lending, lines of credits, equipment financing and competitive rates on money market accounts that allow businesses to exceed their goals and objectives. Silvergate Bank, Member FDIC is pleased to be a part of the Carlsbad community. For more information, contact Ted Peña at 760-931-1001 or tpena@silvergatebank.com.
THE POWE R TO RELAX
Your personal financial goals deserve a personal approach
Featuring Don Schempp, SVP/Manager, Carlsbad Office and Annalena Thompson, SVP Commercial Real Estate Group of Torrey Pines Bank with Tim Stripe, co–president of Grand Pacific Resorts.
Running a successful resort–hotel and timeshare company in a place like Carlsbad, you’d think owner Tim Stripe knew how to relax. But with more than $800 million in real estate transactions under his belt, it wasn’t always that easy… until he met his dedicated team at Torrey Pines Bank that is. Among other things, they have helped Tim fund the construction of Phase II at the MarBrisa Resort in Carlsbad, allowing him to kick back and catch some waves.
Putting the needs of clients first is the approach I believe in. I’ll work with you to find the right financial solutions to help you plan for your unique goals. And together, we’ll track your progress over time, adjusting your plan along the way to help get you where you want to go. Rodrigo M. Oliva, CFP® Financial Advisor 2121 Palomar Airport Rd, Ste 204 Carlsbad, CA 92011 760.929.0776 rodrigo.m.oliva@ampf.com ameripriseadvisors.com/rodrigo.m.oliva CA Insurance #0D27906
IF YOU NEED TO TALK ABOUT YOUR BUSINESS TALK WITH US. | 858.523.4600 Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2014 Ameriprise Financial, Inc. All rights reserved. (7/14)
INVESTING IN CARLSBAD
WITH TED PEÑA, VICE PRESIDENT/ BRANCH MANAGER, SILVERGATE BANK, CARLSBAD
• Job growth has been above 200,000 for 11 months in a row, the longest stretch since 1994 • Auto Sales hit the strongest level since 2006 with solid growth to begin in 2015 • Consumer confidence remains high at its highest level since 2007 • Low oil prices are good news for consumers and many companies
Legoland California Resort’s recent expansion has only improved our tourism. Just take a bike ride or walk along Highway 101 and you can’t help but think that Carlsbad is the best place to live in the country. We also have great neighbors in Encinitas, Vista and Oceanside where we feed off each other to bring together like minded people who enjoy a great place to work and live.
10 | WWW.CARLSBAD.ORG
WHEN YOU’RE READY TO INVEST IN YOUR FUTURE, TURN TO ONE OF THESE CARLSBAD CHAMBER OF COMMERCE MEMBERS Morgan Stanley Wealth Management (Ross Hansen) Navy Federal Credit Union Northwestern Mutual Financial Network Opus Bank Pacific Marine Credit Union Pacific Western Bank
Ameriprise Financial Services, Inc. Rodrigo Oliva, CFP® 2121 Palomar Airport Rd., Ste. 204 Carlsbad 92011 (760)929-0776 www.ameripriseadvisors.com/ rodrigo.m.oliva
INVESTING IN CARLSBAD
Burditt Financial Services California Bank & Trust (Carlsbad Branch) California Bank & Trust (Carlsbad Village) California Coast Credit Union (corporate) Capital Bank City National Bank Comerica Bank (El Camino Real) CommerceWest Bank Cornerstone Wealth Advisors, Inc. Crowell, Weedon & Co.
First Citizens Bank
Paula Anderson 6088 Innovation Way Carlsbad 92009 (760)696-9731 www.firstcitizens.com Frank Financial Advisors GBC International Bank ICM Private Client Group, Inc. Intercare Insurance Solutions a HUB International Co. Labrum Wealth Management LendSpark LifePlans Financial & Insurance Services, Inc. Luminate Financial Services Market Capital Management, Inc. McBride Financial & Philanthropy Concepts
Point Loma Credit Union
Torrey Pines Bank Carlsbad
Kari Vollmer 6971 El Camino Real, Ste. 102 Carlsbad 92009 (760)804-9040 www.plcu.com
Don Schempp 2760 Gateway Rd. Carlsbad 92009 (760)444-8400 www.torreypinesbank.com
Primerica Financial Services (Thomas Lee) Primerrus Financial Services
U.S. Bank (Carlsbad Village) Union Bank (Carlsbad Poinsettia)
WWM Financial
Catherine Magaña 1925 Palomar Oaks Way, Ste. 200 Carlsbad 92008 (760)692-5192 www.wwmfinancial.com
Prudential Financial Carlsbad Renwanz Insurance and Financial Solutions RJL Wealth Management San Diego County Credit Union San Diego County Credit Union - La Costa Town Square Seaside Wealth Management
Edward Jones
Matt Leonard 2588 El Camino Real, Ste. L Carlsbad 92008 (760)434-7083 www.edwardjones.com
Wells Fargo Insurance Services USA, Inc.
Silvergate Bank
Edward Jones (Justin Peek, CFP®) Edward Jones Investments (Vincent Alessi) The Financial Team, Inc.
MH & AssociatesMorgan Stanley Wealth Management (Christian Nagle)
Christian Nagle 5796 Armada Dr., Ste. 200 Carlsbad 92008 (760)602-3506 www.morganstanleyfa.com/christiannagle
Ted Peña 5810 El Camino Real, Ste. D Carlsbad 92008 (760)931-1001 www.silvergatebank.com Sterling Global Strategies
A
Gary Endres 5780 Fleet St., Ste. 250 Carlsbad 92008 (760)804-3400 www.stifel.net
— Felix Rohaty
ARE YOU PAYING MORE THAN 3.65%
ON YOUR COMMERCIAL PROPERTY LOAN? First Citizens Bank offers financing solutions customized for your business. We provide superior service and comprehensive products to help you achieve your business financial goals. Purchase & Refinance Options | Equipment Financing | Lines of Credit Business Banking | Merchant Processing | Treasury Services
CONTACT ME TODAY. Paula Anderson | Vice President 6088 Innovation Way | Carlsbad, CA 92009 760.696.9733 | paula.anderson@firstcitizens.com
Normal credit approval applies. Member FDIC.
Wells Fargo (Palomar Place) Teresa Moseley 961 Palomar Airport Rd. Carlsbad 92011 (442)244-2771 www.wellsfargo.com
Wells Fargo Bank (La Costa Town Stifel Nicolaus
t its core, banking is not simply about profit, but about personal relationships.
Mark Coulombe 5901 Priestly Dr., Ste. 306 Carlsbad 92008 (760)931-3500 www.wellsfargo.com/carlsbad
Square) Monica Amador 3446 Via Mercato Carlsbad 92009 (760)230-4300 www.wellsfargo.com
Wells Fargo Bank (La Costa) Joshua Henderson 6961 El Camino Real Carlsbad 92009 (760)929-9947 www.wellsfargo.com
PLCU - where you’re a member, not a number Point Loma Credit Union is a memberowned financial institution with assets approaching $450 million with 6 branches as well as service centers throughout the United States PLCU membership is available to everyone who lives, works or worships in San Diego and Riverside Counties. Plus, once you become a member, any of your immediate family members are also eligible to join Credit Unions unlike banks, are not-forprofit cooperatives that follow the philosophy of “people helping people”. Credit union earnings are returned to the members in the form of consistently lower loan rates, higher interest on deposit and lower fees. “The first thing most people think of when you say credit union is auto loans, but with over 65 years of lending experience Point Loma Credit Union has a broad array of products from first time credit cards to large commercial loans,” says PLCU Carlsbad branch Manager Jeff Ginsburg. “At a bank you’re a customer, a number and an asset for the
gain of the company. With a credit union, especially Point Loma, you are a member, an owner and our job is to save and make you as much as possible.” PLCU Carlsbad is located at 6971 El Camino Real (in the Vons Shopping Center). Reach the branch by emailong jginsburg@ plcu.com, calling 760-804-9040 or going to www.PLCU.com.
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 11
Protect yourself from identity theft Millions of Americans fall victim to identity theft each year — and their financial losses are in the billions. In 2012, an estimated 16.6 million Americans experienced identity theft, causing losses of $24.7 billion, according to the Bureau of Justice Statistics. What can you do to help reduce your chances of having your identity stolen? The steps below can help you prevent significant losses. • Never divulge your credit card number or other personally identifying information over the Internet or telephone unless you initiate the communication. • Reconcile your bank account monthly, and notify your bank of discrepancies immediately.
MONEY MATTERS
CHRISTIAN NAGLE Financial Advisor MORGAN STANLEY WEALTH MANAGEMENT
• Actively monitor your online accounts to detect suspicious activity. Report unauthorized financial transactions to your bank, credit card company and the police as soon as you detect them. • Review a copy of your credit report at least once each year. Notify the credit bureau in writing of any questionable entries and follow through until they are explained or removed.
• If your identity has been assumed, ask the credit bureau to print a statement to that effect in your credit report. • If you know of anyone who receives mail from credit card companies or banks in the names of others, report it to local or federal law enforcement authorities. Finally, be very wary of any email or text message expressing an urgent need for you to update your personal information, activate an account or verify your identity. Practice similar caution with email attachments and downloadable files and keep your computers protected with the latest security updates and virus protection software. Nagel can be reached at Christian.Nagle@morganstanley.com
Wells Fargo is investing in Carlsbad our communities allows us to better meet our customers’ financial needs. Last year, Wells Fargo invested more than $3 million in over 260 San Diego nonprofits and schools while our local team members recorded LEE approximately 14,000 volunteer hours supporting their local communities. “At Wells Fargo we are proud to serve and support our communities,” says Brian Lee, North San Diego Area President for
Wells Fargo. “Our diverse team members look forward to meeting our customer’s financial needs and helping them succeed financially. We remain committed to helping our communities thrive and remain true to our belief that together we’ll go far.” Wells Fargo is more than just a bank in the community, we are a community bank that invests in the future of our communities where our team members and customers live and work. We encourage you to visit one of our five locations throughout Carlsbad and speak with a banker — not only see how we can help you reach your financial goals, but see how we are working to help communities thrive.
PRESENTS THE NATION’S LARGEST ONE-DAY STREET FAIR
CARLSBAD
Village
Faire
™
SUNDAY 8 A.M. TO 5 P.M.
MAY 3, 2015
OVER 900 EXHIBITORS ARTS & CRAFTS • CHILDREN’S GAMES & RIDES
INTERNATIONAL FOOD CENTER BEER GARDEN • PANCAKE BREAKFAST INFO: (760) 931-8400 OR WWW.CARLSBAD.ORG
SHUTTLE STOPS FROM WESTFIELD CARLSBAD West of Sears. Off Highway 78, just east I-5; exit Jefferson and go south.
FROM POINSETTIA TRAIN STATION Parking lot of Coaster station, 6511 Avenida Encinas, just off the I-5; exit Poinsettia, go west.
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is appropriate for how you invest and what you want to achieve. Working together I seek to help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Christian Nagle, Vice President Wealth Management Financial Advisor 5796 Armada Dr Ste 200 Carlsbad CA 92008 Direct (760) 602-3506 Toll Free (800) 676-0460 Fax (760) 931-4647 www.morganstanleyfa.com/christiannagle
INVESTING IN CARLSBAD
Wells Fargo at Palomar Place is located at 961 Palomar Airport Road in Carlsbad.
Wells Fargo and Company has been proudly serving the San Diego region for nearly 160 years since we opened for business in Old Town with our first Express office in 1855. Today, we remain committed to providing convenient access to banking, insurance, investments, mortgage, and consumer and commercial finance services through our 113 San Diego banking locations, two business banking hubs, two commercial banking offices and more than 3,200 San Diego team members. We have long understood that our strength and success is directly linked to the dynamic neighborhoods and communities where we do business. Supporting
12 | WWW.CARLSBAD.ORG
Five steps to feel more confident about your retirement It’s natural to have mixed emotions about retirement – it’s a huge life change that people spend most of their working life preparing for. While the thought of retirement is exciting, the options and advice available can sometimes seem overwhelming and complex. There are several simple things you can do if you’re feeling unprepared for your retirement years. Check out the following steps to help you get ready for this milestone.
INVESTING IN CARLSBAD
1. Determine your vision One of the most enjoyable parts about planning for retirement is deciding how you’ll spend your time. Though you could just be looking forward to relaxing, you may also decide to move to a different area of the country, travel, volunteer or spend more time with family and friends. Your plans can always change, but creating a list of activities you may want to pursue is a valuable and fun part of the planning process. 2. Start with the basics Developing a written plan is the first important step, but before you get caught up
INVESTING
RODRIGO M. OLIVA Financial Advisor
AMERIPRISE FINANCIAL SERVICES, INC.
in the numbers, determine what you will absolutely need to cover expenses that are truly essential. Include basics like groceries, mortgage payments, healthcare costs and other financial obligations. You may want to make a list of areas where you could cut back and reduce your expenses if you hit a financial roadblock in the future. 3. Make your plans concrete Many people get hung up on this step, as it can come with a tough reality check. To begin, calculate how much money you’ll need to cover your essentials over the course of a 30 year retirement, and then add discretionary expenses that accompany activities and lifestyle goals – such as travel and hobbies. Be honest with yourself and try to account
for cost-of-living increases and rising healthcare costs in your projections. This will give you a rough estimate of how much “income” you’ll need in retirement to replace your paycheck and achieve your desired lifestyle. Then consider all the sources you can draw this income from – such as a 401(k), annuities or cash savings. Also consider breaking this amount down into smaller goals that you
can more easily prioritize, manage and track. 4. Protect your plan and your legacy Ensure the beneficiary information on your accounts is up-to-date and that you have the right insurance and protection plans in place to safeguard your income and assets now – and for the long-term. Also begin thinking about the legacy you want to leave – to
SILVERGATE › Continued from Page 1 More recently, the team announced the addition of Rebecca Moore as their new branch banking officer. Moore, a well-known and respected banker right here in Carlsbad, brings more than 30 years of banking experience with local customers. She’s been very active in the community, serving on the board of the Carlsbad Education Foundation and volunteering in schools through the Junior Achievement program. The bank’s staff represents more than100 years of experience in banking, business management and volunteerism. “We’re delighted to add the caliber of Rebecca Moore to our talented team. Her commitment to her customers and to our community fits right in with our philosophy and culture to deliver more than just cost effective business banking solutions,” said Peña. “We were all attracted to Silvergate
Pictured, from left, are Silvergate Bank’s Customer Service Supervisor Karen Lindberg and Branch Service Manager Sarah Davis. Bank because of its family and community focus that starts at the top with CEO Alan Lane, President Derek Eisele, and Chief Banking Officer Dino D’Auria. “We wholeheartedly believe in treating our customers like we treat our employees… like family,” said Lane. “When you call
us, you’ll be greeted like you’re part of the family, with a friendly voice every time. We pride ourselves in being a community bank that is headquartered in San Diego, locally-owned and managed by people who live here.” Silvergate Bank kicked off 2015 by sponsoring a
women business owners’ luncheon at the Green Dragon Tavern and Museum. Shanna Missett Nelson, President of Jazzercise and one of Carlsbad’s very own internationally renowned business owners spoke to nearly 100 women executives on her approach to balancing life and
your family or to organizations that are important to you. Involve your loved ones in these conversations and clearly communicate your intentions and expectations. 5. Track your progress As with all goals, it’s important to set milestones, check-in and reflect as you go. Keep in mind that a little time and organization goes a long way. Set aside one day each month to sit business while raising two beautiful daughters with her husband, Chad. “Shanna was terrific in delivering a strong message to women that face unique challenges each and every day as business leaders,” said Toni Padron, executive VP of the Carlsbad Chamber of Commerce and the event’s emcee. “We are so fortunate to have a business like Silvergate Bank organize and sponsor such motivating presentations. They aren’t just a bank but an organization that is thinking about the real success of our businesses and the people who work and live in our community.” Silvergate Bank, Member FDIC, is headquartered in San Diego with branch offices in Carlsbad, Escondido, La Mesa and La Jolla. For more information about Silvergate Bank, contact Ted Peña, VP/Branch Manager at 760-931-1001 or email at tpena@silvergatebank.com. Visit www.silvergatebank. com to learn more about Silvergate Bank and its customers.
down with your finances, and also consider meeting with a legal and financial professional annually. Even if your goals still seem far away or if you’ve experienced a setback, you won’t regret spending the extra time to review your progress. This also provides a good opportunity to make adjustments if your situation or plans for the future have changed. Retirement planning can be a complicated, emotional and overwhelming process. Consider seeking objective advice from a professional financial advisor who can guide you through it and ensure you’re aware of all your options. It’s important to keep in mind that the surest way to feel confident about what’s to come is to do everything you can to prepare for it. Rodrigo Oliva, CFP®, is a Financial Advisor with Ameriprise Financial Services, Inc. in Carlsbad, CA. He specializes in fee-based financial planning & asset management strategies, and has been in practice for 14 years. For more information, please visit www.ameripriseadvisors. com/rodrigo.m.oliva. Ameriprise Financial Services, Inc. Member FINRA and SIPC.
5810 El Camino Real, Carlsbad
The Personal Touch Real People Real Answers A Strategic Partner Decisions Made Here Helping YOU Grow YOUR Business! Call 760.931.1001 or visit Silvergatebank.com Member FDIC
The Business Spotlight is a paid advertorial feature. To get your business in the spotlight, contact AnnMarie Gabaldon at agabaldon@carlsbad.org.
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 13
MEMBER MARKETPLACE Carlsbad Chamber Member
Business Opportunities ‘Serving Buyers & Sellers for 31 years’ HAL JANKE, Pres.
• Business Listings -
760-931-9530 office 760-612-7018 cell
• Confidentiality Guaranteed
‘Certified Business Intermediary’
“Reliable Information For Business Decisions”
President
$50,000 to $20,000,000
866.931.1300 • piginc.com
‘Licensed 01239761 and Certified’
CA Lic: PI 16437
www.sdcoast.sunbeltnetwork.com
GUNTHER GUNS New * Used * Consignments Tues. thru Sun. 10am - 6pm www.GuntherGuns.com 2717 Loker Ave West * Carlsbad * 760-444-1100
LIVE YOUR LIFE... Managing Partner, CFP® 760.692.5192 direct 760.692.5162 fax catherine@wwmfinancial.com
• Free In-Room High Speed Internet • Free breakfast • Complimentary on-site parking Residence Inn San Diego Carlsbad 2000 Faraday Ave., Carlsbad, CA 92008
760-431-9999 www.residenceinnhotelcarlsbad.com
1925 Palomar Oaks Way, Suite 200 • Carlsbad, CA 92008
CONTACT AnnMarie Gabaldon|Director of Sales & Marketing
760.931.8400 | agabaldon@carlsbad.org
www.wwmfinancial.com
Your Business Deserves the Same Respect You Give Your Customers.
MEMBER MARKETPLACE
PMS 5535
Black
Real Estate
Catherine M. Magaña
• Asset Management • Financial Planning • Estate Planning
ADVERTISE HERE THE JR PHILLIPS GROUP
TM
Gordon J. Schmidt, CPI
Your homebuying goals
Your homebuying goals deserve my attention deserve my attention
At Edward Jones, you’ll get more than respect. We can help your business gain a financial advantage. Together, we can design an individual program for your business, with the kinds of tools and options you’ll really use, such as: PMS 5535
• 401(k)s and Other Retirement Plans • Insurance Strategies for Business Continuation (such as buy/sell and key person) PMS Black • Wide Range of investment Options and Strategies • Insured Bank Deposit Program* *More information PMS about the Insured Bank Deposit Program, including the program White disclosure, is available from your financial advisor or at www.edwardjones.com/bankdeposit.
White
Call or visit today
Matt Leonard, AAMS® | Financial Advisor As mortgage consultant with Wells Fargowith HomeWells Mortgage, one of the Asa home a home mortgage consultant Fargo Home Mortgage, one of the2588 El Camino Real Suite L, Carlsbad, CA 92008 nation’s leading retail mortgage lenders, I can provide home financing options to 760-434-7083 nation’s leading retail mortgage lenders, I can provide home financing options to PMS 5535 Logo with Registration Marks PMS 5535 meet a variety of homebuyer needs. www.edwardjones.com Member SIPC
Your homebuying goals meet a variety of homebuyer needs. Whether you’re looking to buy your first home, a second home or an investment deserve attention property,my I’m ready to give you the service and attention you deserve to help you
Whether you’re looking a second home or an investment realize your homeownership goals. to buy your first home,Black As a home mortgage consultant with Wells Fargo Home Mortgage, one of the property, I’m ready to give you the service and attention you deserve to help you Call me today. nation’s leading retail mortgage lenders, I can provide home financing options to meet a variety of homebuyer needs. PMS Black realize your homeownership goals. Karla Patino, Home Mortgage Consultant White Garden Ct., Stea 208, Encinitas, Whether you’re looking700 to buy yourView first home, second home orCA an92024 investment 760-271-5000 Call today. property, I’m ready me to give you the service and attention you deserve to help you karla.patino@wellsfargo.com, www.KarlaPatino.com realize your homeownership goals. NMLSR ID 448603 Karla Patino, Home Mortgage Consultant Call me today.
THE BEST IN
PMS 5535
700 Garden View Ct., Ste 208, Encinitas, CA 92024 760-271-5000 700 Garden View Ct., Ste 208, Encinitas, CA 92024 760-271-5000 karla.patino@wellsfargo.com, www.KarlaPatino.com karla.patino@wellsfargo.com, www.KarlaPatino.com NMLSR ID 448603 NMLSR ID 448603
Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A. © 2013 Wells Fargo Bank, N.A. Patino All rights, reserved. NMLSR ID Consultant 399801 AS988617 Expires 6/2014 Karla Home Mortgage
JR Phillips Your homebuying (760) 402-5321 goals www.TheJRPhillipsGroup.com deserve my attention
Village!
White
Black
100% Vine Ripened Fruit 594 Carlsbad Village Drive
Wells Fargo Home Mortgage a division of Wells Fargo N.A. © 2013 Fargo White Wells FargoisHome Mortgage isBank, a division of Wells Wells Fargo Bank, N.A. © 2013 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801 AS988617 Expires 6/2014
Bank, N.A. All rights reserved. NMLSR ID 399801 AS988617 Expires 6/2014
License# 01433264
Bath & Spa Products
As a home mortgage consultant with Wells Fargo Home Mortgage, one of the the home financing options to nation’s leading retail mortgage lenders, I can provide meet a variety of homebuyer needs.
BEACH
Your bottom line you’re looking to buy your first home, a second home or an investment isWhether our top priority. property, I’m ready to give you the service and attention you deserve to help you
ShearSALONMagic
free FREE 8 x 10 portrait &
Accounting & Bookkeeping
760.434.5252
Info@kassebaum.com Visit our website at:
www.kassebaum.com
630-D Grand Ave - Carlsbad, CA 92008
Dedicated To Style! 574 Carlsbad Village Drive Treat Your Pet To The BEST! Great Service, Great Food! 595 Grand Avenue
ANDREWS
OPTICAL Your image is too imortant to leave up to an amateur.
www.CoastalCPA.com | Janine@coastalcpa.com Get a Google virtual 360 tour of your business. Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A. © 2013 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801 AS988617 Expires 6/2014 Contact us today!
COASTAL
Hands Down The BEST! 592 Carlsbad Village Drive
The
$20 off
Executive portrait Contact us today760-271-5000 at 877-402-1027. (20) holiday cards NOW $79 - REG. $99 with your session for only includes 1 high resolution image karla.patino@wellsfargo.com, www.KarlaPatino.com $125 (value of $260) additional images $25 NMLSR ID 448603
Treat Yourself! 578 Carlsbad Village Drive
Bark Shoppe 576 Carlsbad Village Drive
realize your homeownership goals.
★ Full spectrum financial services from reconciling credit card charges to payroll Call me today. ★ Monthly maintenance to “catch up” services ★ We organize your finances so your business Karla Patino , Home Mortgage Consultant is more successful 700 Garden View Ct., Ste 208, Encinitas, CA 92024
Indulgence NCPA Insurance
Warehouse Prices! 585 Grand Avenue
Sea Waves Salon
Be Pampered - Feel Beautiful! 555 Grand Avenue
Gift Shoppe
Largest Selection in So. Cal.! 575 Grand Avenue
Endless Summer
Women’s Boutique 565 Grand Avenue
14 | WWW.CARLSBAD.ORG
Speculative building returns to Carlsbad Sign of positive economic growth
The industrial real estate market in Carlsbad is on the upswing, finally free from the effects of the Great Recession, which saw rental rates and the price of building and land purchases fall as businesses contracted, laid off employees and freed up office space. It took time for Carlsbad’s industrial real estate market to reflect what was going on financially throughout the country. The market trended down until 2011, when it hit bottom, stabilized and then moved toward pre-recession levels. Very little new construction took place during the recession, but during the recovery, buildings started to get absorbed briskly, and filled up a lot quicker than they could be delivered, increasing demand for space. Now, for the first time s i n c e 2 0 0 6 , developers are starting to build new space that has not been preHOHENSTEIN sold or leased to a specific company, a practice called “speculative or ‘spec’ building” and a true indicator of recovery, said Tucker Hohenstein, senior vice president and sales manager of Colliers International in Carlsbad. “We’re seeing a return of speculative industrial building development in the Carlsbad market in 2015,” Hohenstein said. “That has not happened since 20062007 ... there has not been
someone who said, ‘I’m going to build a building with no user identified and think that the market will absorb it.’” A prime example of this is the Carlsbad Oaks North project, a 141,000 squarefoot Class A industrial multitenant development near the intersection of Faraday Avenue and Melrose Drive. Hohenstein said a project such as this would most likely attract mid-sized companies that are growing. “The return of speculative building means that the market is strong, that it’s healthy and that there’s perceived demand,” Hohenstein said. He noted that it takes a certain level of rental rates to justify building new construction, since most builders will not move forward with construction plans unless they can get 9-10 percent return in investment. Another positive sign in Carlsbad is that another building practice — dubbed
The Carlsbad Oaks North Project is a multi-tenant complex currently under construction that will feature 141,000 square feet of space. (Illustration courtesy of Colliers International) “built-to-suit” — is also thriving, most notably near the intersection of El Camino Real and Palomar Airport Road, where ViaSat Inc. is constructing its campus expansion.
“Usually, build-to-suit construction is the first to take place coming out of a recovery,” Hohenstein said. Currently, Carlsbad has an existing inventory of 14.8
million square feet of space. 52.6 percent is in research and development; 29.4 percent is in manufacturing; 15.5 is in industrial multitenant; and 2.5 percent is
in distribution. There are 29,800 square feet under construction and 470,392 square feet of proposed construction in Carlsbad. The more than 500,000 square feet of future inventory accounts for almost a third of the future inventory for the North County San Diego region, which includes Carlsbad, Escondido, Oceanside, San Marcos and Vista. Of those cities, the only two that have land available for construction are Carlsbad and Oceanside. While price is higher in Carlsbad, its coastal location, airport, direct access to the freeway and its strong corporate base companies that cluster around each other and attract each other as well as its reputation for a well-planned and master planned business park community make it an attractive choice for businesses. “There are just a lot of things about Carlsbad that they’ve done well,” Hohenstein said.
RECENT TRANSACTIONS
A Texas-based company has paid $11.9 million to purchased the Pacific Corporate Center at 5993 and 5999 Avenida Encinas. (photos by Scott Peltier)
BUILDING FEATURES • Space from 854 - 3,500 SF • High Quality New Construction • High Visible Identity at the Corner of Palomar Airport Road and Melrose Avenue • Parking Ratio 3.3/1,000 • On-Site Leasing Office 3146 Tiger Run Court, Suite I-108 Carlsbad, CA 92010 Shelly Tinder (760) 599-6111
DRE# 01394870
Celebra more thting an
30 Years!
760.438.0800
|
www.LUNDTEAM.com
Colliers International has announced the lease of 2,688 square feet of leased space at an industrial property at 6150 Yarrow Drive, Suite I in Carlsbad. The 24-month lease is valued at $46,448. John Hoffman and Dave Pinnergar of Colliers International represented both the lessee and the lessor.
MEMBER DIGEST
VOL. 32, NO. 3
WHAT’S INSIDE
› First Friday › Sundowner › New Members
› Calendar › Upcoming Events › On the Move
Through page 18
AN AWARD-WINNING, MONTHLY PUBLICATION OF THE CARLSBAD CHAMBER OF COMMERCE
MARCH 2015
Chart a course for success with Chamber programs If you have read the frontpage story of this edition, you’ve learned about companies that are helping build the future today. Well, I’m here to tell you what the Carlsbad Chamber of Commerce is doing to help our members chart their course for success. I’m going to focus on two programs — our Professional Development Series and our networking events. The reason I’m doing this is that taking part in these offerings is an easy and sure-fire way to make sure that you’re getting the most of your Chamber membership, and ensuring that all of our members are actively engaged is one of my priorities. Yes, we’re one of the largest Chambers in California based on the size of our membership, but what really makes us stand out is that we have a strong cadre of actively involved members that know what the Chamber is, what it does. They are always working to make our Chamber the best that it can be.
MEMBERSHIP COUNTS
BEV JORGENSEN Vice President, Corporate and Member Relations CARLSBAD CHAMBER OF COMMERCE
First, I’d like to talk about our Professional Development opportunities, which many of you may know as “workshops.” We know that it’s not often convenient to learn new things when you’re a business owner. Most of the business owners I speak with talk about being pulled in so many directions that they don’t have time to go out and learn about new technology tools and skills — even those that can help them be more efficient, get a better return on their investment or save them money. Our Professional Development opportunities are presented specifically toward small-business owners and serve as a good way to
obtain new tools and information to help you grow your business and succeed. I would like to direct your attention to two upcoming events that could greatly benefit your business. The first event is the ABCs of Government Contracting Workshop which will take place at the Chamber from 8-10 a.m. on Tuesday, March 31. We hold these workshops in conjunction with North San Diego SBDC periodically to help smallbusiness owners learn tips and tricks to win government contracts, including how to find opportunities and bid on them. It also outlines the rules and regulations that federal contractors need to follow. The other workshop, also in conjunction with North San Diego SBDC, is a certification workshop, which will take place from 8-10 a.m. on Tuesday, April 28 at the Chamber. If you’ve ever wondered what it takes to have your business certified as woman-owned, veteran-owned, a small business, a green business
First Friday Breakfasts provide structured networking and inspirational presentations. or a historically underutilized business, this is the workshop for you. North San Diego SBDC’s Cheryl Brown will talk about the certifications that are available and give a detailed description of the application process, including what you need and the benefits of each certification. You can see a full list of upcoming opportunities in the calendar on page 16, or visit www.carlsbad.org. Next, let’s talk a little about networking the Carlsbad Chamber way. I’ve written about it in depth before, but
if you need a quick refresher, just keep in mind that the Chamber’s idea of networking is not just meeting new people, handing out business cards and hoping for a referral. We want you to build relationships first, and to help others with the understanding that the business you provide to your fellow Chamber members will at some point come back to you. One networking opportunity that I think is underused by our members is the First Friday Breakfast. We often get a lot of information
about business that is discouraging, but First Friday Breakfasts are the opposite — we look to bring you empowering and uplifting talks that can get you thinking about your business in new ways. Another great thing about First Friday Breakfasts is the introductory portion, which features structured networking that is spurred along by our moderators. You’re guaranteed to meet at least seven new people in industries that are not your own. This is a great way to network, and I can personally tell you many stories of members who came together at First Friday Breakfasts and developed strategic business partnerships. How cool is that! So I urge you to get started working on your future, and the Carlsbad Chamber of Commerce can assist you along the way. If you have any questions about how to make the most of your membership, give me a call at 760-931-8400 or email me at bjorgensen@ carlsbad.org.
A PROFESSIONAL DEVELOPMENT OPPORTUNITY PRESENTED BY
THE MASTER SERIES INSTRUCTOR: Alex Lipscomb | ALL MAVEN, Inc.
Learn the why and how behind Google Apps for Work, the suite of tools that improves productivity, communication and collaboration in your business. Take part in this Master Series Class from ALL MAVEN and experience in depth training from integration to application of Google Apps.
TIME: 9-11 a.m.
MAR
Google Drive: Beyond Cloud Storage (Part Two: Slides, Sheets and Forms)
MAR
Integrating Google Hangouts and Google Plus into your Business
12
26
All workshops are $35 for members and $65 for prospective members. LOCATION: Carlsbad Chamber of Commerce, 5934 Priestly Drive, Carlsbad, CA 92008
To RSVP, visit www.carlsbad.org or call the Carlsbad Chamber at (760) 931-8400 for more information
16 | WWW.CARLSBAD.ORG
NETWORKING OPPORTUNITIES
MARCH 2015 S
M
T
W
TH
F
S
1
2
3
4
5
6
7
8
9
10 11 12 13 14
15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Chamber Events F ree Score Business Counseling by Appointment Mondays & Fridays
MARCH EVENTS 3 Business Resource Committee
4
Government Affairs Committee
6
Annual Awards Dinner
6
March First Friday Breakfast
10 Sustainability Committee 11 Ambassador Committee 12 Google Workshop: Google Drive: Beyond Cloud Storage (Part Two)
13 Ready Carlsbad Business Alliance 13 Coffee Connection 17 Technology Advisory Committee 18 March Sundowner 25 Education Committee 26 Google Workshop: Integrating Google Hangouts and Google Plus into your Business
31 Government Contracting
Explore a taste of old Mexico at next Sundowner Join the Carlsbad Chamber of Commerce for the March Sundowner and take a look inside Hacienda de Vega-Carlsbad, which opened its doors recently and is now serving the true regional foods of Mexico in the heart of the Carlsbad Research Center. The Sundowner will take place from 5-7 p.m. on Wednesday, March 18 at the restaurant, located at 5806 Van Allen Way. Mark your calendars for this fun evening of professional relationship building opportunities. Join us for food, drinks raffle prizes and refreshments. Pre-register online at www.carlsbad.org and pay $10 (you save $5). You will also get one free raffle ticket
MARCH 18
and one door prize ticket. If you pay at the door on the day of the event, admission is $15 cash. The newly remodeled Hacienda de Vega Restaurant is a sister site to the popular Hacienda de Vega,
which opened in Escondido in 2003. It specializes in gourmet Mexican cuisine and features an indoor, cobblestone courtyard complete with fountains, an 18-foot tree, wipe-glazed walls and
original talavera tiles along with a myriad of imported treasures that evoke images of a simpler way of life and provide a window into Mexican family traditions. “We’ve really made it a point to keep every aspect of
the restaurant as true as possible to the real thing. Mexico is incredibly rich in customs, flavors and textures” said Coco Vega, the restaurant’s special event’s director. Join the Carlsbad Chamber of Commerce for this Sundowner, which will be sure to please with plenty of food, drinks, raffle prizes and lots of networking! The Sundowners are one of the Carlsbad Chamber of Commerce’s most popular recurring networking opportunities. If you are a prospective Chamber member, RSVP to 760-931-8400. For more information or to donate a raffle prize, contact Kathy Steffen at 760-931-8400 or ksteffen@ carlsbad.org.
A breakfast for those who want super charged profits Are you scrambling every month for the next client lead? Do you wonder at the end of the month where all the money has gone? Are you working hard but have nothing to show for it? Then this program is just for you! Attend the Carlsbad Chamber of Commerce’s First Friday Breakfast on April 3 and learn how to gain control of your money. The guest speaker is Deanna Potter, a business and profit planning expert
APRIL 3 who helps professionals increase cash flow and improve their systems to create solid profit plans that work. She understands that most businesses fail because
POTTER
they lack a clear plan and also lack a direct c o n nection between t h e i r d a i l y activities and
long-term goals. In this informative and inspirational presentation, Potter will share: • Techniques to create the right mind set for
financial freedom in the future. • The key components to establishing a true profitable plan for your business. • Financial misconceptions that are running your life and how to break free of them. • A 90-day plan to stop spending leakage and gain control of your money now. The breakfast will be from 7-9 a.m. at the Sheraton Carlsbad Resort & Spa, 5480 Grand Pacific Drive, Carlsbad. The cost is $32 for Chamber members who
APRIL’S ADVERTISING SPOTLIGHT
register before March 27. Afterward, the preregistration cost is $55 and $60 at the door. Prospective members must contact the Chamber at 760-931-8400. Tabletop exhibits or Soapbox presentations are available to promote your business for $75 each, which includes one breakfast, and must be reserved in advance by calling Kathy Steffen at 760-931-8400 or ksteffen@ carlsbad.org.
In partnership with
PROMOTING
HEALTHY WORKPLACES
The April issue of the Carlsbad Business Journal will feature Chamber members that help companies, their employees and the public build healthy lifestyles. The award-winning Carlsbad Business Journal, the Chamber’s monthly publication, features stories and advertising opportunities exclusively available to members of the chamber. A total of 8,000 copies are printed monthly and mailed to all businesses in Carlsbad and also available at over 50 locations throughout the region.
Deadline March 13th - Advertisers will receive 250-300 word advertorial with their paid ad (1/4 page or larger).
ABC’
sOF
GOVERNMENT CONTRACTING WORKSHOP
TUESDAY, MARCH 31
8 - 10 A.M.
5 9 3 4 P R I E S T LY D R . | C A R L S B A D | C A | 9 2 0 0 8
Reserve your space today! AnnMarie Gabaldon | 760.931.8400 | agabaldon@carlsbad.org
FOR MORE INFORMATION CALL THE CHAMBER AT 760 931 8400 OR VISIT WWW.CARLSBAD.ORG
FREE FOR CHAMBER MEMBERS | $30 FOR PROSPECTIVE MEMBERS | RSVP IS REQUIRED
CARLSBAD BUSINESS JOURNAL MARCH 2015 | 17
MEMBERS ON THE MOVE NEW HIRES
Omni La Costa Resort & Spa is celebrating their 50 year anniversary and has hired Erika DiProfio to lead all marketing projects for the resort. DiProfio has 15 years of proven experience DIPROFIO as a marketing manager and is also an instructor at San Diego State University College of Extended Studies. prAna Living, LLC has hired Sasha Dietschi-Cooper as vice president of sales and Pacho Bedoya as director of international sales. Dietschi-Cooper will lead the company’s distribu- BEDOYA tion strategies for continued growth in North America, while also working to establish and expand prAna’s brand presence in international markets. Bedoya will pursue distribution DIETSCHI-COOPER partners to develop, expand and manage the emerging international business.
PROMOTIONS
The Law Offices of Rickard L. Borg has announced that associate attorney Vanessa C. Duisters has been named a full equity partner at the firm.
DUISTERS
RIBBON CUTTINGS
“Vanessa brings a unique 12 years of experience to our firm and has worked diligently to add a new dimension to our family law practice,” said founding partner, Rickard L. Borg. “We are pleased to acknowledge her abilities and contribution in this way.” In recognition of the new partnership, the firm also announced that they are changing their name to The Law Offices of Borg & Duisters.
RECOGNITIONS
Scripps Health had an employee recognized for their leadership in the field of educating hospice and palliative medicine. Holly Yang, M.D., was named by the American Academy of Hos- YANG pice and Palliative Medicine (AAHPM) to its list of inspirational leaders under the age of 40 with criteria based on charitable work and mentoring students and residents. Mark Dankberg, CEO and president of ViaSat, Inc. has been inducted into the The Society of Satellite Professionals International 2015 Satellite Hall of Fame. Dankberg cofounded the com- DANKBERG pany in 1986. In 2011, ViaSat successfully launched the ViaSat-1, the world’s highest capacity satellite which allowed ViaSat to begin offering its Exede-brand broadband services. Send ‘On The Move’ items to Scott Peltier at speltier@carlsbad.org
VALLEY RADIOLOGY CLINIC 6185 Paseo del Norte, Ste. 110 Carlsbad (760)494-0556 www.valleyrad.com Valley Radiology Carlsbad is a comfortable outpatient setting for all Coastal residents. Valley Radiology has been providing Radiology Service in San Diego since 1971.
GREATER SAN DIEGO ASSOCIATION OF REALTORS (GSDAR) 1850 Marron Rd., Ste. 104 Carlsbad www.sdar.com We help our 12,000 members sell more homes. We also help people realize the dream of home ownership, and we are dedicated to protecting private property rights.
HACIENDA DE VEGA
NOODLES & COMPANY - LA COSTA
5806 Van Allen Way Carlsbad (760)738-9805 www.haciendadevega.com Hacienda de Vega is a gourmet Mexican Restaurant serving the true regional foods of Mexico in an unrivalled setting that evokes images of a simpler way of life and provides a window into Mexican family traditions.
3410 Via Mercato Carlsbad (760)944-1077 www.noodles.com Noodles & Company offers the world’s favorite noodle dishes, sandwiches, salads and soups, all in one restaurant. From Penne Rosa to Japanese Pan Noodles, the Med Salad, Thai Curry Soup and of course our famous Wisconsin Mac & Cheese, only the most authentic ingredients make the cut.
CERTIFICATION WORKSHOP LEARN MICROSOFT EXCEL 2013
LEARN MICROSOFT EXCEL 2013
BEGINNER CLASS
FRIDAY, APRIL 17, 2015 11:30 a.m. - 1:30 p.m.
EXCEL BEGINNERS
• Spreadsheet Basics • Creating, modifying and formatting Workbooks • Use Basic Formulas and Functions (Add, minus, multiply & division) • Sorting, Filtering and Subtotaling • Create, Modify and Format Tables $25 chamber member
$50 prospective member
Underutilized Business
INTERMEDIATE ADVANCED CLASS
FRIDAY, MAY 15, 2015 11:30 a.m. - 1:30 p.m.
EXCEL - INTERMEDIATE ADVANCED
• Move a Worksheet to Another Excel 2013 Workbook • Use Fill Functions in Advanced Manner • Create and Modify PivotTables • Create and Modify PivotCharts • Sparklines • Utilize Hyperlinks between Sheets • Keyboard Shortcut
RSVP required • Register online
(includes lunch)
4 Woman-owned 4 Veteran-owned 4 Small business 4 Green Business 4 Historically
Space is limited
(HUB)
Tuesday, April 28, 2015 8 - 10 a.m.
In this workshop you will learn: • What type of certifications are available. • A detailed description of the application process. • What is needed to apply for certification. • Where to get certified.
At the door price:
• The benefits that each type of certification brings.
$60 prospective member
Cost - RSVP is required
$35 chamber member
• The cost and fees associated with certification.
Chamber members - FREE
In partnership with
Speaker:
Cheryl Brown North San Diego Small Business Development Center
Prospective members - $30 5934 Priestly Drive, Carlsbad, CA 92008
Tel 760.931.8400
Fax 760.931.9153
W W W. C A R L S B A D . O R G
For more information contact the Carlsbad Chamber of Commerce at 760-931-8400.
18 | WWW.CARLSBAD.ORG
WELCOME NEW MEMBERS
JANUARY MEMBER RENEWALS 31-35 YEARS TipTop Meats/European Deli (31)
26-30 YEARS Certified Folder Display Service, Inc. (29) Kiwanis Club of Carlsbad (28)
21-25 YEARS Sylvan Learning Center of Encinitas (25)
Business Consultants & Services
Interior Design & Decor
Jeffrey Marshall (858)522-0589 www.healthybuildings.com Our core purpose is to make buildings and the organizations that operate them more valuable through sustainability consulting, indoor air quality testing and monitoring, energy efficient engineering and water efficiency.
Marisa Reed (760)505-2266 www.VeritasInteriors.com My expertise includes every aspect of design from concept to measuring, estimating, drafting, space planning, furniture purchasing, lighting, art, kitchen and bath remodeling and feng shui.
Healthy Buildings
Dentistry - General & Cosmetic
Veritas Interiors
Anna Kelly (760)716-7000 www.carlsbadshoresdentistry.com Carlsbad Shores Family Dentistry is a modern, state-of-the-art dental practice. We specialize in pediatric dentistry and offer adult cosmetic dentistry and implants.
Employment/Staffing Agencies Accounting Principals
Sara Barthel (858)455-7888 www.accountingprincipals.com Accounting Principals is a leader in offering workforce solutions in the accounting and finance industries. We do it through a combination of temporary staffing, temp-to-hire and direct placement.
Faux Painting & Finishing, Murals Visions In Faux Painting
Mary Ellen Wengler (858)205-1515 www.virginiaannholt.com Virginia Ann Holt produces “Art that uplifts and colors the soul.” Featuring award-winning, personalized artistry in murals, Venetian plaster, faux finishes, cabinet refurbishing and trompe-L’oeil. Also offers hand-painted silks, scarves and fabrics.
Golf Courses
St. Mark Golf Club
Frank Iannuzzi (760)744-9385 www.stmarkgolf.com Home to an active golf community with tournaments, clinics and lessons for all ages and abilities, our club fosters your game and social life.
Golf Instruction & Training Pro Kids| The First Tee of San Diego
Marty Remmell (619)582-4704 www.prokidsonline.org The Pro Kids mission is to challenge underserved youth to excel in life by promoting character development, life skills, and values through education and the game of golf.
Insurance
Leavitt Insurance Agency of San Diego, Inc.
Ross Fields (858)259-5800 www.leavitt.com/SanDiego Specialists in all lines of business insurance including property and casualty, employee benefits and personal insurance for high net worth households.
GIA (Gemological Institute of America) (20) ARCADIS, Inc. (18) Douglas M. Osborne, O.D., F.A.A.O. (18) Ebb Tide Inn / Phillips Properties (18)
Jewelry
Carlsbad Shores Family Dentistry
16-20 YEARS
Jack Henthorn & Associates (18)
Hollywood Glitz & Glam
Michael Colmaire (951)301-7254 www.hollywoodglitzglam.com Necklaces, bracelets and earrings featuring Swarovski and other fine European crystals. Elegant designs at a great price.
Days Inn Carlsbad (17) Ruby’s Diner-Carlsbad (17) Grand Pacific Palisades Resort & Hotel (16) Lakeshore Gardens Mobile Home Park (16)
Retailers
Greater San Diego Association of Realtors (GSDAR)
Catherine Jones www.sdar.com We help our members sell more homes. We help people realize the dream of homeownership. And we are dedicated to protecting private property rights.
11-15 YEARS Carlsbad Self Storage (14) Procopio, Cory, Hargreaves & Savitch, LLP (14) Fresco Trattoria & Bar (13)
Restaurants
Noodles & Company - La Costa
Hector Hernandez (760)944-1077 www.noodles.com Noodles & Company offers the world’s favorite noodle dishes, sandwiches, salads and soups — all in one restaurant. From Penne Rosa to Japanese Pan Noodles, the Med Salad, Thai Curry Soup and of course our famous Wisconsin Mac & Cheese, only the most authentic ingredients make the cut.
6-10 YEARS Alan Shafran Group (10) Montecatini (8) Golf Academy of America, San Diego Campus (7) LOGO Expressions Inc. (7)
Real Estate Lending & Loans
Tri-City Wellness Center (7)
Ray Bahadori Group | RBG at Keller Williams Realty
Ray Bahadori (858)692-5050 www.rbgrealty.net Ray Bahadori Group at Keller Williams specializing in marketing, listing and selling of new and resale homes, residential communities, condominiums, home sites, undeveloped land and commercial in San Diego County.
Twenty 20 Grill & Wine Bar (7) Easy Life Management (6) Law Office of Patricia L. Andel, A Professional Corporation (6) Oceanside Museum of Art (6) SLR Research (6)
Signs & Graphics
1-5 YEARS
Ingage Solutions a Federal Heath Brand
Diane Arnold (760)901-7484 www.ingagesolutions.com Ingage Solutions, a Federal Heath Sign Co. Brand creates end-to-end customer engagement through digital signage.
Minuteman Press (5) Navigato & Battin, LLP (5) True Beauty San Diego Aesthetic Surgery & Medicine (5) 5D Robotics, Inc. (4)
Tea Shoppes
P&T Enterprises (4)
Buddha Teas
Nick Marier (800)642-3754 www.www.buddhateas.com Buddha Teas is an organically certified premium tea company using the freshest herbs, utilizing recycled materials, and maintaining non-GMO standards.
The Meridian at Lake San Marcos (4) Ocean Sky Beads Carlsbad (3) prAna Living, LLC (3) Urban Place Consulting Group, Inc. (3) George Samuels & Associates, CPA (2)
™
Fastframe Carlsbad (2) IDE Americas, Inc. (2) Law Offices of Robert Conca (2)
Carlsbad Chamber member hosts and facilitates at a local chamber member restaurant. This program is open exclusively to Carlsbad Chamber members; and the only cost is the price of
MARCH JR Phillips Friday, March 20 (760) 402-5321 APRIL JR Phillips Friday, April 17 (760) 402-5321
your meal. RSVP’s are required and can be made by contacting the person listed next to the date.
Paula Anderson Thursday, April 23 (760) 696-9733
Little Cakes Cupcake Kitchen (2)
D sp
Opus Bank (2) Will Schneider Commercial Real Estate Broker (2) CYO Pizza & Salad (1) Carlsbad Exclusive Automotive (1) Christian Credit Counselors, Inc. (1) Enact Partners, LLC (1) Encinitas Educational Foundation (1)
W ad ha
Got Your Back San Diego (1) Jani Express (1) Law Office of David M. Daftary (1) PCH Litho (1) Pacific Marine Credit Union (1)
For more info call: (760) 931-8400 or visit www.carlsbad.org
W ne
Green Dragon Tavern & Museum, Inc. (2) Healthy Feet Solutions (2)
provides an opportunity for 8 chamber members to meet for breakfast or lunch and learn more about each other’s businesses. A
D
Pinnacle Recovery (1) Team Furman, Inc. (1)
D yo
W
Investing in Your Family’s Financial Future
Investing Investing in in Investing in Your Family’s Your Family’s Your Family’s Financial Future Financial Future Financial Future
Do you believe you deserve to be heard? Call Evan Hennessy… you believe deserve toCall be heard? Do you believe youDodeserve to beyou heard? Call Evan Hennessy… Evan Hennessy…
Do you believe you deserve to be heard? We believe in listening to you to understand your
believe in listening to you to understand your We believe in listeningWe to you to understand your needs and clearly see your financial needs and clearly seegoals. your financial goals. needs and clearly see your financial goals.
Call Evan Hennessy…
We believe in listening to you to understand your Do you want Do financial advice and services you want financial advice and services you want financial advice and services eedsDo and clearly see your financial goals. specific to your needs? specific to your needs? specific to your needs?
We understand. We Youunderstand. want knowledgeable, clear You want knowledgeable, clear We understand. You want knowledgeable, clear Do you want financial advice and services advice and reliable service for a straightforward fee in advice and reliable service for a straightforward fee in advice and reliable service for a straightforward fee in harmony withneeds? your visionwith andyour goals. harmony vision and goals. pecific to your harmony with your vision and goals.
Evan Hennessy Evan Hennessy Evan Hennessy Vice President/Investments Do you feel your financial advisor places Vice President/Investments Do you feel your financial advisor places Vice President/Investments Do you feel your financial advisor places We understand. You want knowledgeable, clear you first? you first?
you first?
dvice and reliable service forit’saour straightforward fee toward in We realize privilege to help you work We realize it’s our privilege to help you work toward We realize it’s our privilege to helpof you work toward armony with your vision and goals. your dream financial your dream of financial freedom. We’refreedom. honoredWe’re to honored to
www.EvanHennessy.net www.EvanHennessy.net your dream of financialhelp freedom. We’reyour honored tofinancial you pursue family’s future. www.EvanHennessy.net help you pursue your family’s financial future. (760) 804-3424 Evan Hennessy (760) 804-3424 help you pursue your family’s financial future. (760) 804-3424 (866) 431-2389 We want to be your financial advisor. (866) 431-2389 Vice President/Investments We want to be your financial advisor. (866) 431-2389 hennessye@stifel.com We want to be your financial advisor. hennessye@stifel.com
Do you feel your financial advisor places hennessye@stifel.com ou first?
5780 Fleet Street, Suite 250 | Carlsbad, California 92008 5780 Fleet Street, Suite 250 Carlsbad,Incorporated California 92008 Stifel, Nicolaus & |Company, | Member SIPC & NYSE | www.stifel.com 5780Nicolaus Fleet Street, Suite 250 | Carlsbad, California 92008 Stifel, & Company, Incorporated | Member SIPC & NYSE | www.stifel.com Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com
We realize it’s our privilege to help you work toward
Map your future today
Build your business with smart financing At Wells Fargo you’ll find a variety of business credit options to help you reach your short- and long-term goals, or simply to supplement cash flow. A local banker is here to help guide you to the appropriate financing for your business, including: • Credit cards • Lines of credit • Loans • Real estate financing • Vehicle and equipment loans You can borrow with confidence knowing you’re working with a bank that’s loaned more money to small businesses than any other bank for more than a decade.* Stop by to speak with a local banker today, or visit wellsfargo.com/appointments to make an appointment.
*2002 – 2013 Community Reinvestment Act government data All financing subject to credit approval. © 2015 Wells Fargo Bank, N.A. Member FDIC. NMLSR ID 399801 All rights reserved. (1237414_14261)