Jania Bailey, CFE
Chief Executive Officer, FranNet
Session: Buying a Franchise
Managing a Business course
Jania Bailey joined FranNet in August 2006 as President and COO while the company was transitioning to new ownership. In 2015, Jania assumed the role of CEO of FranNet. Under her leadership, she’s led the company through unprecedented growth and has established FranNet as the most respected voice in the franchise consultant industry in North America.
Bailey served for 6 years on the Executive Board of Directors for the International Franchise Association (IFA) and is a certified franchise expert. She also served as Chairman of the IFA Membership Committee.
In 2018 she led FranNet to publish the first Broker Disclosure Document and Client Bill of Rights. Both documents seek to place more transparency in the relationship between franchise candidates and Franchise Brokers.
In 2019, Bailey was the recipient of the IFA Bonnie Levine Award for her contributions to the growth of the business; contributions to her community through board positions, volunteer work and activities that promote the professional advancement of women; and her contributions as a mentor to women in franchising.
Her background includes over 30 years of experience in the banking and franchise industries.
Bailey also authored the book, “Thriving – The Journey to Success in the Business World” and co-authored the Amazon best-selling book, “More Than Just French Fries.”
Forever Ready Productions
Lauren Ready, Owner & Principal Storyteller; Scott Ready, Owner & Director of Operations/LIVE Services
Session: Business Storytelling
Managing a Business course
Video and audio production for MOBI On Demand library
Forever Ready Productions tells mission-driven stories for nonprofits and businesses so they can realize and harness their collective purpose and impact. Forever Ready Productions leverages decades of journalism experience, paired with high quality production to make purpose-led messages simple to understand and with an exceptional level of quality that clients are proud to share with stakeholders, donors, and customers.
A certified WBENC (Women’s Business Enterprise National Council) organization with offices in Memphis and Chicago, Forever Ready Productions serves nonprofits and businesses across the country. The core values of service, collaboration, creativity, and efficiency are the foundation for all production endeavors. From explaining complex issues to engaging diverse audiences or attracting new customers to inspiring donors to give, the Forever Ready Productions team is skilled at identifying, capturing, and elevating their clients’ messages and missions.
Forever Ready Productions has received five regional Emmy Awards and 14 nominations. In addition, it has helped nonprofits raise more than $15 million in video-drive fundraising. Visit Forever Ready Productions to learn more.
Lauren Ready, Owner & Principal Storyteller
Lauren Ready is an Emmy award-winning storyteller, keynote speaker and the Principal Storyteller of Forever Ready Productions. Lauren started her TV news career as a production assistant at 17. She then spent the next ten years as a video journalist as she moved across Iowa, Nebraska, and Memphis to cover national breaking news. Lauren’s vision for storytelling is at the heart of every production at Forever Ready.
Forever Ready Productions has received the Small Business of the Year Award from the Memphis Business Journal. Lauren and the Forever Ready team have won four regional Emmys and in 2019, she was named Memphis Business Journal’s Top 40 Under 40.
In 2022, she took home both the Indie Memphis Hometowner Documentary Shorts Jury and Audience Choice awards for her film “What We Will Never Know” about a teen who falsely confessed to murder. This was her fifth Indie Memphis trophy for documentaries, making her one of the most decorated filmmakers in the festival’s 25-year history. The film was also awarded ‘Best Social Justice Short Doc” by the Lane Doc Film Festival in 2022.
Scott Ready, Owner & Director of Operations/Live Services
Scott Ready leads operations for Forever Ready Productions and is the director of Forever Ready LIVE, carrying out the business's innovative approach to video with its wireless live stream equipment. He turns clients' virtual visions into real life. In addition to being a member of the Forever Ready team, he earned his MBA and has more than ten years of IT and online security experience.
Scott’s business vision is a perfect match for wife Lauren’s creative vision. The pair began Forever Ready in the den of their former downtown Memphis condo. Scott enjoys staying attuned to the latest tools and technology in video to ensure productions remain a front runner in the services available to Forever Ready's clients.
Karyn Holl
Founder and President: KMH Sales Consulting LLC
Session: Program Management
Managing a Business course
Blog Post: Caring for Yourself While Building Your Business: Three Ideas for Entrepreneurs
Karyn Holl is a Chief of Staff and Certified Coach with a unique blend of critical thinking, team development, and organizational acumen. Her specialties include leading organizational cadences and cultures, developing and managing team and individual goals, serving as a trusted advisor and coach, and facilitating group meetings for maximum value. Through her consulting work, Karyn has successfully developed and executed operating strategies, implemented effective communication methodologies, and led change management initiatives. For more information about Karyn, connect with her on LinkedIn.
Long Le, Ph.D.
Lecturer, Management and Director, International Business Minor: Santa Clara University; Founder: ZiM (Zero-Interest Microfinance) Bank
Session: Microfinancing Basics
Starting a Business course
Long S. Le is a Lecturer in Management and Director of the International Business Minor at Santa Clara University's Leavey School of Business. His primary teaching area is a global business with interests in design thinking, global citizenship, social entrepreneurship, and spiritual leadership.
His research interests include microfinance, Jesuit business education, global Asian migration diasporas, the political economy of development in frontier markets, and state-owned enterprises in Asia. His research has been published in journals such as Journal of Management, Religion & Spirituality, Far Eastern Economic Review, Journal of Islamic Finance, Journal of Social Issues in Southeast Asia, Education About Asia, Harvard Asia Quarterly, Harvard Asian American Policy Review, and Global Asia: A Journal of the East Foundation.
He is also a practitioner of microfinance in which he and his students founded Zero Interest Microfinance Bank (ZiM)— providing zero-interest lending and business education to small and medium-sized enterprises around the world. He has been recognized and awarded for leadership, service, and commitment to international education and service-learning.
Prior to Santa Clara University, Long Le was a clinical professor and director of international initiatives for Global Studies at the C.T. Bauer School of Business at the University of Houston. He also had been a Visiting Researcher at the International Islamic University of Malaysia and a Research Fellow at the City University of Hong Kong. He received his B.A. from the University of Delaware, and his Ph.D. from the University of Houston.
ModFox Consulting
Nicole Ruccolo, Co-Owner, Director of Digital Marketing (right); Christina Latorraca, Co-Owner, Principal Designer (left)
Sessions: Marketing and Ecommerce
Starting a Business course
Sessions: Advanced Digital Marketing
Managing a Business course
Nicole Ruccolo
Nicole is a strategic digital marketing and branding expert and spent 10 years partnering with B2C and B2B companies to research, create and implement marketing campaigns. Her expertise is in understanding the consumer purchase behavior and building a digital marketing mix using email automation and logic, SEO, and paid advertising.
Nicole serves as a mentor and guest speaker for the California Program for Entrepreneurship, an incubator program for early stage ideas and startups based in Santa Clara University. She also advises for the Women’s Education Leadership League (W.E.L.L), a women’s business organization where she focuses on digital marketing.
Nicole holds a BA from Rutgers University, majoring in Communication. She received her MBA from Santa Clara University with a concentration in product marketing. Originally from Manalapan, NJ, Nicole migrated to Silicon Valley in 2008 to be a part of a product launch with AT&T. When she's not working, Nicole can be found outside hiking or mountain biking in Los Altos, CA or at home working on DIY projects with her husband.
Christina Latorraca
As Principal Designer, Christina runs the design gamut from brand identity to marketing collateral, web and UX design. Both analytical and artistic, Christina researches, creates, designs, and builds. She can take on a wide range of clients from different industries, using her understanding of the client’s world and what they are looking for to produce relevant work.
After graduating from the University of Southern California with a BA in Fine Arts and minor in Advertising, Christina held a graphic design job at Linear Technology (Analog Devices) for 11 years, working in-house on marketing communications materials, technical papers, and managing the brand style guide. During her tenure at her corporate job, Christina obtained her MBA at Santa Clara University, with an emphasis in Entrepreneurship, sparking her interest in becoming the design lead at ModFox.
With both an art and business background, Christina runs on the philosophy that creative work is not only about conveying messages and looking pretty, it is about increasing a company’s brand presence and defining their market positioning, with the ultimate goal of increasing business opportunities.
In her free time, Christina enjoys baking, cooking, fitness, entertaining and decorating.
Brian Moran
Founder/CEO: Brian Moran & Associates, Small Business Edge, Bricks or Sticks
Session: Developing Negotiation Skills, Small Business Leadership, Saving Your Business
Managing a Business course
Brian is dedicated to helping business owners achieve their objectives and to run better companies. With his three companies, Small Business Edge, Brian Moran & Associates, and Bricks or Sticks, along with a global team of subject matter experts, Brian leverages 30+ years of experience in the small to midsize business market to assist entrepreneurs with everything from social media to accessing growth capital to expanding into the global marketplace.
Prior to rejoining the world of entrepreneurship, Brian was an Executive Director at The Wall Street Journal where he led the sales development and marketing programs for the financial and small business categories among the many Journal brands.
From 2002-2010, Brian was President of Veracle Media and Moran Media Group, two companies that provided relevant and practical information to business owners which helped them start, manage and grow their companies. The companies published three national magazines for the small-to-midsize business market: Small Business Success, Urban Success, and Winning Bids.
In addition to magazines, the companies partnered with many leading small business organizations in running workshops, seminars and national conferences aimed at various segments of the small business market.
In 2012, Brian co-authored "Lessons From the Great Recession," a book that provided practical solutions to small business owners riding the economic rollercoaster. Also in that year, Brian was given the prestigious Lou Campanelli award at SCORE’s national conference in recognition for his years of service in the small business market.
Prior to running his own business, Brian was the Associate Publisher at Inc. Magazine, a Publisher and Associate Publisher at Entrepreneur Media and held management positions at Success Magazine and Medical Economics Magazine.
Brian sits on several boards of small business organizations and is a strategic advisor to business owners and entrepreneurs worldwide through his interviews, published articles and blog posts. He is a graduate of Marquette University’s School of Journalism.
James C. Morgan
Nonprofit and Philanthropic Leader and Former CEO, Applied Materials
Blog Post: Applied Wisdom for Start-Up Leaders: Practical Insights for Effective Leadership
James C. Morgan is an influential nonprofit and philanthropic leader, based in Silicon Valley, who has worked extensively in the worlds of both for-profit and nonprofit organizations. He led the semiconductor equipment giant, Applied Materials, for nearly three decades — one of the longest tenures of any Fortune 500 CEO. He recounts those years, and the many lessons he learned, in his first book, Applied Wisdom: Bad News Is Good News and Other Insights That Can Help Anyone Be a Better Manager.
Jim has served as a technology adviser to three U.S. presidents, including George H. W. Bush and George W. Bush. In 1996, he was presented with the National Medal of Technology and Innovation by President Bill Clinton.
The role that he has played in the growth and success of Silicon Valley continues to be recognized. In July 2023 he received the Imec Lifetime of Innovation Award “for his immense impact on the semiconductor industry as well as on society at large.”
Jim was instrumental in creating The Tech Interactive’s Tech for Global Good awards and inspired the James C. Morgan Global Humanitarian Award, honoring individuals whose broad vision and leadership are focused on combating critical global problems. Past recipients have included Bill Gates, Gordon Moore, Al Gore, and Julie Packard. The 2023 winner was entrepreneur, creative innovator, futurist and philanthropist will.i.am.
Jim and Becky Morgan reside in Northern California near their two children and five grandchildren. His latest book is Applied Wisdom for the Nonprofit Sector: Eight Practical Insights for Leaders.
Laura Norris, J.D. ’97
Santa Clara University School of Law Associate Dean for Academic Affairs Clinical Professor of Law, Director of Innovation, Assistant Director, Entrepreneurs' Law Clinic, and Tech Edge J.D., and MOBI Advisory Board Member
Blog Post: How to Start Your Business as an Independent Contractor
Bio from Santa Clara Law Professors List:
As a lifelong innovator, Laura employs design thinking techniques to create new programs and courses, and teaches students to use designing thinking in legal practice. She is a certified career coach in the Designing Your Life methodology, and uses the methodology in guiding the Tech Edge J.D. students in their own career planning.
Laura is a co-author of a 2021 Diversity in Innovation Best Practices Guide for in-house attorneys and IP managers, the result of an extensive study of U.S. companies. She is a founding Co-Chairperson of the Silicon Valley chapter of ChIPs, a nonprofit organization dedicated to the advancement of women in technology, law and policy, and a founding Faculty Advisor for the Santa Clara Law chapter of ChIPs.
Prior to joining the faculty at Santa Clara Law, Laura worked in private practice representing technology startups and entrepreneurs. She was also the first Vice President of Legal Affairs at Cypress Semiconductor Corporation. Laura worked as an associate Intellectual Property litigation attorney at Arnold White & Durkee, and as an engineer and patent agent at Intel Corporation.
Laura was recognized in 2021 in the Top 100 Women of Influence by the Silicon Valley Business Journal, and was awarded a Top Woman Leader in Tech Law in 2014 and 2017 by the Recorder. She is a 2011 graduate of Leadership California California Issues & Trends program, a selective statewide women leadership program. In 2010, Laura was named as a Northern California Super Lawyers Rising Star. She has held board positions with several for-profit and non-profit companies. In her spare time, Laura trains for triathlons and volunteers with the Leukemia & Lymphoma Society.
Laura has been a member of the MOBI Advisory Board since 2018.
Sarah Petschonek, Ph.D., MBA
Industrial Organizational Psychologist; President & CEO: Volunteer Odyssey
Sessions: Customer Experience & Feedback, Business Operations, and Hiring and Firing
Managing a Business course
Session: Managing and Motivating Employees
Growing a Business course
Dr. Sarah Petschonek describes herself as “an expert in optimizing your business life and enriching your personal life.” She is known for her impactful consulting work, public speaking, volunteerism, and her approach to strategic planning.
Dr. Petschonek melds the fields of business and psychology to create a positive impact on the local and national levels. More than 10 years ago, she founded Volunteer Odyssey, which connects volunteers to the people who need them the most. Since then, Volunteer Odyssey has activated more than 28,000 volunteers in 460,000 hours of service, worth an economic impact of $12.1 million for the community.
In addition to her work at Volunteer Odyssey, Dr. Petschonek is also a consultant and public speaker. She spoke at TEDx on the topic of “Your Life’s Best Work” and applies these concepts through Sarah Petschonek Consulting, which specializes in strategic planning, program implementation, and continuous improvement. She has provided her expertise to organizations such as Consilience Group, Santa Clara University, and numerous nonprofits.
Over the last 20 years of her career, Dr. Petschonek has worked across a wide range of topics and sectors including nonprofit, for profit, government, and healthcare. She helped improve patient safety at St. Jude Children’s Research Hospital and evaluated training programs for the U.S. Navy. She also carved out time to share her knowledge in the higher education space, where she taught entrepreneurship with Rhodes College and was an Adjunct Professor in the MBA program at Christian Brothers University.
Dr. Petschonek has been honored with several awards including The Memphis Business Journal as one of their “Super Women in Business” and “Top 40 Under 40.” She was appointed by Governor Haslam to serve on the board of Volunteer Tennessee for the 2017-2020 term. In 2014, she was honored as one of the 50 Under 40 Social Entrepreneurs in the US by American Express.
As the Ukrainian Refugee Crisis unfolded, she wanted to do more to help in the international space. In 2023, Dr. Petschonek volunteered with the Ukrainian Refugee Crisis in Krakow, Poland, which sparked a passion for international disaster response. She recently became certified in First Aid and CPR, while also completing a certification through Harvard University and USAID called Building a Better Response. She serves on the board of the Community Alliance for the Homeless and volunteers with World Relief and the Red Cross.
Yacanex Posadas
Owner, Yacanex Business Group and Founder, Yacanex Community
Session: Licenses and Permits
Starting a Business course
Yacanex Posadas is a highly respected social impact entrepreneur, educator, and mentor with over a decade of experience empowering individuals from diverse communities, including immigrant populations. As the founder of Yacanex Business Group, a full-service consulting firm for small- to medium-sized businesses, he has made a significant impact in helping aspiring entrepreneurs successfully start and run their own businesses.
Since 2014, Yacanex has taught entrepreneurship in both English and Spanish, and his work has directly contributed to the launch of 197 small businesses. Through his in-person conferences and events across Northern California, he educates approximately 1,200 students annually, sharing his deep expertise and passion for business development.
In addition to his entrepreneurial ventures, Yacanex has been a dedicated educator at Santa Clara University since 2014, recently as part of the Neighborhood Prosperity Initiative elective offered by the Leavey School of Business. His commitment to community-driven education also led him to establish the non-profit Yacanex Community, further expanding his reach in promoting economic empowerment and social change. Yacanex was also invited to join the MOBI Advisory Board in 2021, and has served as an active member since.
When he isn’t teaching or consulting, Yacanex enjoys spending quality time with his wife and two children, or staying active with a good run.
Ean Price Murphy
Founder: Abundantly Clear LLC
Sessions: Accounting & Cash Flow, Financing Your Business
Starting a Business course
Ean Price Murphy founded Moxie Bookkeeping & Coaching Inc. to make small-business financial information accessible and actionable, even for those who don’t think of themselves as good with numbers. Ean is a certified Mastery level Profit First Professional, Xero Platinum partner, Quickbooks ProAdvisor, and a certified business coach.
Frederick Welk
Director of Education & Communication: Community Economic Development Fund (CEDF)
Blog Posts: "Financing Your Business: Evaluating Sources of Capital" and "12 Smart Tips for Getting a Small Business Loan"
Frederick Welk is a business advisor and serves as Director of Business Education and Communications for the Community Economic Development Fund (CEDF), a MOBI partner. CEDF is a Connecticut, U.S. Treasury-certified Community Development Financial Institution (CDFI) that provides small business lending to companies that can’t yet qualify for bank financing. CEDF supports its borrowers with business advisory services and a wide array of business education programming. Welk is particularly proud of the organization’s internet offerings through WeTeachSuccess.org, which houses approximately 200 on-demand webinars, plus business education articles, a podcast series, and CEDF’s own online coursework in addition to the offerings from MOBI, which have been localized with Connecticut resources and state regulatory references. Before joining the organization in 2013, Welk spent more than 30 years in specialty retailing and franchise development, operating his own company for 23 years. As an adjunct lecturer in the CT State Community College system, he has taught a variety of entrepreneurship, marketing, and accounting application courses. He credits his Bachelor of Arts in Journalism from what was once called North Texas State University with his interest in writing and excellent writing proficiency. His first job after getting his drivers license at age 16 was on the air at KORC-AM in Mineral Wells, TX, and later KGAF, AM & FM, Gainesville, TX. This is the kind of initiative and determination that becoming an Eagle Scout at 14 taught him. Eagle Scout is the highest achievement or rank attainable in the Scouts BSA program of the Boy Scouts of America.