BREAKOUT WORKSHOP #1

(10:45AM – 11:45AM)

Winning this Numbers Game - Increasing Your Value & Worth: Building Financial Projections, define your product & service, construct your pricing strategy, knowing your competitors and the trends, logging receipts, understanding debits & credits, paying your taxes - E

Conquering this Marketing, Branding & Social Media: Gain insightful and useful tips on what it takes to move your business forward, increase awareness of your product & services, attract new customers, increase your customer retention, and clearly articulate & communicate your business model  - PD

Living A Healthy, Happy &wHOLE Life: End battling the woes of not completely understanding yourself, learn how to turn those negative thoughts into positive actions that permit you to live healthy, happy, and wHole, knowing your worth, and enhancing your emotional intelligence and self-awareness and self-acceptance as a great leader and women entrepreneur  - LSMB

Industry: Learn from the leaders in these Industries - Gain insight on what it takes to do business with the City of Charlotte, NC DOT, Charlotte Mecklenburg School, and the Department of Administration.  Learn how leveraging certification can grow your business  - Panelist Discussion: NC DOT, CMS, City of Charlotte,  DOA - IND


Presenters

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sherise jones

Worth Financial Advisors

Sherise Jones has twenty-five years of experience working in public accounting as well as private industry. Currently she is a partner at Worth Tax Advisors and owner of Jones CPA PLLC. She is a CPA who specializes in taxation and accounting services. Prior to starting her own CPA firm, she worked for mid to large sized CPA firms and served as a controller, tax accountant, and accounting manager in a variety of different industries.

Sherise holds a Bachelor’s of Science in Accounting from State University of New York at Fredonia and a Master’s of Science in Accounting with a concentration in taxation from the University of North Carolina at Charlotte She serves on the board of directors of Union Power Cooperative and Male Leadership Academy of Charlotte. Sherise is a member of the AICPA and the North Carolina Association of CPAs. She has three children.

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carolina aponte

CAJA Holdings

Carolina Aponte is a seasoned professional with more than 20 years of experience serving clients both large and small. As the CEO of Caja Holdings, Carolina divides her time between business development, client services, consulting and analysis. In a span of 6 years, Carolina has grown Caja Holdings’ revenue an average of 35 percent for the past 4 years. Her business services multi-million dollar companies, law firms, and diverse small businesses and provides bookkeeping for local accounting firms.

Carolina began her accounting career working on manual ledgers for a Miami law firm. She graduated from Nova Southeastern University with a degree in Business Management and accounting. Afterwards, she climbed the corporate ladder at a thriving accounting software development company until she moved to North Carolina with her family. There, she used her extensive understanding of tax code and accounting operational management to start a small consulting company to provide clients practical and effective internal accounting and tax-reporting solutions.

Carolina is the recipient of the Latin American Businesswoman 2012 Award in Charlotte, NC and the 2017 NAWBO Charlotte Rising Star Award. She is a Goldman Sachs 10,000 Small Business Alumni, a business growth accelerator. She is also an Executive Board Member of The Sandbox Group and serves as Public Policy chair for NAWBO Charlotte

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jerrianne jackson

City of Charlotte Economic Development Division

Jerrianne Jackson is a Senior Economic Development Specialist in the City of Charlotte’s Economic Development Division. In her decade of experience as a small business advocate, Jerrianne connects small businesses & entrepreneurs to educational, financial and networking resources. Additionally, as a second generation small business owner, Jerrianne believes in the spirit of entrepreneurship & exhibits her passion as the owner of a boutique real estate firm, Blu J Agency and an event venue, Blu Place.

Jerrianne holds a BA in Economics & Political Science from Winthrop University. She holds a certification in Event Planning from UNC Charlotte and is a licensed South & North Carolina real estate broker. Jerrianne is an active member of Zeta Phi Beta Sorority, Inc. and serves on the advisory boards of Central Piedmont Community College - Small Business Center and the Salvation Army of Rock Hill.

In her not so free time, Jerrianne enjoys reading, running, and attending festivals with her husband Stanley, and two young daughters, Londyn & Sydney.

Connect with Jerrianne on Twitter and IG @jerrianne1920.

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Candice nicole

Candice Nicole Public Relations

Candice Nicole is an Award Winning Publicist, Creative, Connector and Media Maven. She is also the Owner of Candice Nicole Public Relations and a Virtual PR Coach. She has been publicizing brands, businesses, events & individuals worldwide for over 10 years. She is a graduate of Morgan State University with a degree in Communications, concentration Public Relations. Over the years Candice has worked with some of the top talents in music and film including Spike Lee, Musiq Soulchild, Tika Sumptner, Marsha Ambrosius, Wyclef Jean + many more and has handled PR for various national events. She also works with entrepreneurs, small business owners and authors. CNPR clients have been seen/highlighted on BET, TV One, Essence Magazine, Black Enterprise, The AFRO, Singersroom, The Washington Informer, SHEEN Magazine, local news/radio stations & more. 

Candice was named Top 25 African American Publicists in The Huff Post, received the O'field Dukes Millenial in Excellence Award and has been listed on a variety of PR individuals/companies to follow on social media. She is a Speaker, an Author (The PR Puzzle & Be Your Own Glow Up: 34 Affirmations) and currently resides in Charlotte, NC by way of the Washington, DC area. She is an advocate is not complaining about problems, but addressing the problem and coming with a solution. Candice is your resource!

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nettie reeves

FUNky Fit

Nettie Reeves is fitness, life, and health coach; advising around the world. What began as a desire to help individuals’ health grew into a lifelong passion for all to improve the quality of their lives by leading, motivating, teaching, and sharing her story. She is the creator of Nettie Reeves’ FUNky Fit which has been a fitness force in communities across the country over the past 18 years. Her newest book entitled, Through THICK and Thin and Thick Again, heralds as a memoir and manual that seeks to help identify, quantify and heal from binge eating disorder. Her mantra is “The mind, not the mirror is the judge.” Nettie holds a BA in Communications/ Marketing and many certifications in the health and fitness arena.

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mic alexander

Image Wealth Management

Mic Alexander is a highly successful entrepreneur, business advisor, emotional intelligence coach and author.  She is the Mecklenburg County Business Advisor for the Carolina Small Business Development Fund – A small business lender and the President of Image Wealth – an emotional intelligence and leadership development training company. She is passionate about the mental health of entrepreneurs and other professionals as move through the various stages of success, and ensuring that they are getting the results they desire and deserve.  

From 1990 – 2007, she built The Overflow Corporation, from a $25,000 deficit to a multi-million dollar commercial printing firm.  The transition of the economy in 2007/08 resulted in the premature sale of the business.   After being certified in Processing/Coaching and briefly relocating to Europe; she returned to the US and founded Image Wealth Management, a company which offers specialized coaching and training services focused on improving team effectiveness and leadership development.   

In 2014 she became one of the first United States Citizens to be certified in Emotional Intelligence (EI) by the International Society for Emotional Intelligence (ISEI). She is the creator of the Image Wellness SYSTEM for Success, the Fan Your Flame 20-40-60 Day Challenge, and Author of Image is Power.  Ms. Alexander has received numerous business awards such as the Chamber’s Entrepreneur of the Year, the Business Journal’s Women in Business Award and the Largest Minority Business Award to name a few.  She is a member of the International Society for Emotional Intelligence, a founding member of the Foundation for the Carolinas' Women’s Impact Fund and a guest teacher at the University of North Carolina, Charlotte.

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shelby scales

North Carolina Department of Transportation

Shelby Scales is the newly appointed Director of Civil Rights for the North Carolina Department of Transportation (NCDOT). As Director, she oversees and guides several units including Utilization, Contract Compliance, EEO, ADA, Title VI, and Business Opportunity Workforce Development. Prior to NCDOT, Scales served as former President & CEO of the Airport Minority Advisory Council (AMAC), an organization established nearly 30 years ago to promote the full participation of minorities and women in the aviation and airport contracting environment. Taking on this important role since August 1, 2011 and serving until February 2016, Scales served as the organization’s first CEO from an airport’s Disadvantaged Business Enterprise (DBE) Program Office. She leveraged her leadership skills among the AMAC board of directors, its staff and members, and airports executives, affiliated organizations, and legislative leaders. Scales worked to improve program policy, legislation and business practices to increase the participation of women and minorities seeking employment and contractual opportunities throughout aviation and all modes of transportation.

Scales is recognized for her consulting in the areas of business development, community engagement, diversity inclusion, strategic planning and training for professionals and corporate clientele. She is a recognized diversity program professional in the areas of business development, government contracting, supplier diversity and fundraising. Over the years, she has contributed as keynote speaker, panel presenter, and moderator on a board range of topics, including “Doing Business in Airports,” and “How to Increase Minority Participation,” to “Certification Training and Contract Compliance.” Scales has developed and implemented numerous training courses for all types of businesses of various sizes and industries.

She is the recipient of numerous honors including recognition from the Federal Aviation Administration and the U.S. Department of Transportation for her leadership in promoting improvements for the DBE Program’s. She cherishes being honored by COMTO for “Women Who Move the Nation”. 

Mantra:  I’m here to leave a positive footprint in the sand of time.

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Nancy Rosado

City of Charlotte

Nancy Rosado joined the City of Charlotte in March 2009 and currently serves as Charlotte Business INClusion (CBI) Manager.  In this position, Nancy provides oversight, leadership and best practices on diversity and inclusion matters to City leadership.  Nancy is responsible for strategic and implementation efforts to promote Minority, Women, Small Business Enterprise (MWSBE) spend opportunities in City contracting and procurement throughout all City departments.  Nancy also directs efforts to attract, develop, and increase the number of MWSBE suppliers in the City’s database, and supports Charlotte City Council’s CBI Advisory Committee to ensure community engagement on the City’s diversity and inclusion policy.

Prior to joining the City of Charlotte, Nancy served as Executive Director of a New Jersey non-profit community based organization where she oversaw ninety staff members and a budget of $6 million. 

Nancy earned a Masters in Business Administration from Rider University, and a Bachelor of Science in Business Administration from The College of New Jersey. 

Nancy is married to her husband, Walter, of 18 years and has two children, Justin and Evan.

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chiquitha lloyd

Charlotte-Mecklenburg Schools

Chiquitha Lloyd, Director of Diversity and Inclusion at Charlotte-Mecklenburg Schools (CMS), has been with the district for fifteen years.  In this position, Lloyd leads the district’s effort to build a culture of equity and inclusion for all students, families, and employees.

Under her leadership, the Charlotte-Mecklenburg Schools district has incorporated a systemic approach to create a culture in which educational equity is integrated into all strategic decision making. This includes district policies and procedures as well as classroom practices. The goal is education delivered by professionals who have the ability and skill set to help each member of CMS’ diverse student population reach academic success.   

In addition, she serves as the chief administrator of the Charlotte-Mecklenburg Board of Education Supplier Diversity Program. In this role Lloyd has system-wide responsibility for the utilization of minority, women, and small business enterprises (MWSBE), working closely with key business units and procurement services. Her responsibilities include developing/implementing MWSBE program initiatives, supplier development, system-wide compliance, and community outreach. She has over 15 years of experience in research, facilitation and project management.

Lloyd has received numerous awards including Charlotte Business Journal Women in Business Achievement Award (2010), Carolinas-Virginia Minority Supplier Development Council (CVMSDC) Leadership Award (2013), CVMSDC MBEIC Supplier Diversity Professional Impact Award (2015), named one of the Charlotte Observer Seven to Watch (2017) and Sigma Gamma Rho Odyssey of a Women honoree (2017).  

Mantra:  I’m here to give voice to the voiceless.

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tammie hall

North Carolina Historically Underutilized Businesses (HUB)

Tammy Hall is the Division Director and Asst. to the Secretary for HUB Outreach for the Office for Historically Underutilized Businesses (HUB) for the State of North Carolina.  Tammie returns to state government having served previously in leadership roles with responsibility for the development of HUB programs across North Carolina with both public and private entities.  Most recently, she has served as CEO of THall Consulting Services, a business development firm specializing in construction and development projects.  Prior to starting her own business, Tammie served as  Senior Regional Supplier Diversity Manager for Lend Lease Construction.  In this role, she had HUB/MWBE program oversight for North Carolina, Washington, D.C., Los Angeles and San Francisco markets.

Tammie is a graduate of the University of Arkansas at Pine Bluff (UAPB) where she earned a Bachelor’s of Science in Business Administration.  She serves on the UAPB National Alumni Association Board of Directors where she is the immediate past president.  Tammie is a long time member of the NC MWBE Coordinators Network. She is the immediate past president of the organization and currently serves on the Board of Directors.  Tammie was recently appointed to serve on the North Carolina State University HUB Advisory Committee.