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SBIR: Overview & Best Practices WEBINAR

September 12, 2019 @ 10:00 am 12:00 pm

WEBINAR – Join us easily from your desktop computer, laptop, or tablet!

The SBIR program is a valuable resource for a small business.

But what is it, exactly? How does a company apply for one? Which agencies participate? What are we in for – do they just give us money and go away?

The answers to these questions have rippling impacts on a business, from the front office to the back office, from operations to human resources to finance. There are many pitfalls to be aware of, and best practices are usually kept quiet due to a lack of networking opportunities available.

In this class, you will learn how to:

1. Describe the basics of the SBIR and STTR programs

2. List the contract and accounting requirements of each of the three phases

3. Evaluate the impact of an SBIR/STTR award to your organization

Meet our Guest Instructor: Robert Jones, CPA

As a consultant to small and mid-sized businesses, Robert offers expert input into strategic planning, cost and pricing models, financial analysis, negotiation strategies and regulatory compliance. He designs and implements DCAA-compliant ERP and accounting systems for service, manufacturing, and aerospace companies. His proactive, decisive approach to finding opportunities and solving problems is based on experience in managing more than $30 million in federal contracts.

A leading member of the National Contract Management Association, Robert holds the association’s Certified Professional Contracts Manager (CPCM), Certified Federal Contracts Manager (CFCM), and Certified Commercial Contracts Manager (CCCM) designations. For his notable contributions to the field of contracting, the NCMA has given him three of its highest honors: Fellow, National Achievement Award and Top Professionals Under 40 in Contract Management Award.

Robert is a well-known national presenter on government contract management, accounting compliance and related topics. His highly rated presentations engage audiences with innovative approaches to profitability and compliance in federal contract management. The West Virginia native earned a Bachelor’s degree in accounting from the McColl School of Business at Queens University of Charlotte in North Carolina. He holds a Master’s degree in accountancy from The Graduate School of the College of Charleston in South Carolina. He is a licensed CPA in the State of Ohio.

In his spare time, Robert applies the same passion and energy that drive him professionally to a pursuit of excellence in all aspects of life. A devoted friend and committed athlete, he challenges those around him to tackle life with tenacity. Travels across North America, Europe, and parts of South America have inspired a unique world view and desire to effect positive change. He currently works and lives in Columbus, Ohio with his partner, Andy, and their terrier, Anna.

Meet Melissa Metzger, Co-Instructor

Throughout a career spanning multiple industries, regulatory environments, and company structures, Ms. Metzger has successfully developed and instituted compliant and efficient processes that have saved businesses over $1.5 million during the last 5 years, managed over $100 million in annual federal funds, and has worked with multiple stand-alone funding streams with different regulatory constraints and accounting requirements.

Growing up in an educationally driven military-supporting family in north-central Ohio, Melissa developed many of the skills she relies on now to achieve her professional successes.   Her inquisitive, supportive, innovative, collaborative and learner-based approach facilitates her ability to quickly understand the inner workings unique to each business and develop a custom solution. Melissa’s strategic business acumen and skill-set allow her to excel in small and large business settings and diverse industries including manufacturing, publishing, transportation and warehousing, housing, and service-based environments.

Ms. Metzger is a Certified QuickBooks ProAdvisor who earned her bachelor’s degree in accounting from Otterbein College in Ohio. She holds a master’s degree in accounting and financial management from the Keller Graduate School in Ohio.