OK 4: Owners and Leaders in Small to Medium Businesses
Team 4 members are owners and key employees in small to medium sized businesses.
Moderator
Josh Bostock has 16 years in banking with a passion for helping small businesses grow and succeed. He currently works as a Business Specialist with US Bank helping educate and advise companies on their financial needs as well as connecting them to the extensive resources within the Central Oregon community.
Team Members
Bill has been with Net Worth Strategies since 2000 and became CEO in January 2018. He is responsible for all business development activities as well as product management for StockOpter.com. His focus is to provide the industry's best equity compensation risk analysis and tax planning programs for financial advisors and their clients. Bill earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California. Previous to coming to NWSI he spent over 25 years working in the technology and financial services industries.
Clinical Ayurvedic Specialist at Ayurvedic Living
I strongly believe the body is a healing machine, sometimes it just needs to be given the proper tools to excel. Health and wellness have been a personal passion of mine as long as I can remember. Over the past decade it has been a sheer delight to study Ayurveda and it is a gift to help heal, equip and nurture the health of others.
Business Appraiser, Dealership Valuations
Provide business appraisals to owners and executive clarity about the value of the business so they can wisely plan growth or transitions. Laura provides business appraisals and valuation related consulting services to dealerships of all types - automotive, motorcycle, RV, marine and equipment. Laura conducts research and analysis to determine what influences and drives the value of each company in today's volatile market.
I am the sole owner/member of both Allen Design Studio and Allen Contracting. I am fortunate to work in a field that I am very passionate about and enjoy envisioning the future of housing and communities. I love to learn, collaborate, read books daily and thrive getting my hands in the dirt of my garden and watching it grow.
Soul Canyon Training & Development offers team building, consulting and business development services that are customized for any time slot or budget. From Microsoft Training to Communication and Leadership, we've got you covered. We help you build a pathway to give those gifts to the world in love and empathy and service. Our programs are specially designed to help enrich your knowledge, strengthen teams, and improve your overall performance.