Kickstart your Startup Workshop
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If you are a serious startup entrepreneur looking to attract an outside investor for the first time, then this workshop is for you! You will learn how to organize your financials and perfect your pitch before running the funding gauntlet. This workshop is not for the seasoned entrepreneur.
Financial Projections, Larry Kammerer & Arlene Chan, Moss Adams
Crafting Due Diligence Ready Framework & Term Sheets, Bob Stefanski, Reed Smith
Legal Considerations for Trademarks and Branding, Rob Phillips and Nina Borders, Reed Smith
The Startup Owner's Manual - Step by Step Guide for Building a Great Company, Steve Blank and Bob Dorf 8:15am - 9:00am Registration and Continental Breakfast 9:00am - 10:30am Crafting a Fundable Financial Roadmap
As an entrepreneur, steering your startup on the financial path to success needs an effective financial roadmap and a thorough understanding of how it will unfold over the next five years. Arlene Chan, Senior Manager, Moss Adams & Richard Croghan, CPA, JD, Partner, Moss Adams, will share a systematic methodology for developing a robust financial model.
10:30am - 10:45am Morning Break 10:45am - 11:45am Crafting a Due Diligence-Ready Legal Framework, Term Sheets
Bob Stefanski, Reed Smith will help entrepreneurs avoid common mistakes they make when managing the legal aspects of their startup. He will share best practices in building and maintaining a due diligence-ready legal framework.
11:45am - 12:45pm Assessing and Sizing Your Market Opportunity
One of the top reasons for a new product failure is inadequate market analysis, yet most entrepreneurs bypass this step. Steve Tennant, Tennant Consulting.
12:45pm - 1:30pm Lunch 1:30pm - 2:30pm "Short Building" Elevator Pitching: getting attention within 30 seconds
"What does you company do?" You'll be asked that hundreds of time. Sure, you can ramble on for many minutes, but most listeners' attention span is only about 30 seconds, or less - - that's only about 25-40 words! After two humorous video clips you'll start with just seven words and build up from that base. Bill Joos, Go To Market Consulting
2:30pm - 2:45pm Afternoon Break 2:45pm - 3:45pm Perfecting Your Investor Presentation
Learn how to craft the best possible presentation in the shortest possible time. This session will take you through the process of creating and delivering a 13-15 slide company overview presentation for investors or customers. Bill Joos, Go To Market Consulting
3:45pm - 4:45pm
Rob Phillips & Nina Borders, Reed Smith
4:45pm Event Concludes
Nina Borders, Associate, Reed Smith
Nina is an associate in the firm's Intellectual Property Litigation Group, focusing on patent and trademark prosecution and litigation. Nina has represented clients in a wide range of patent, trademark, and trade secret
matters in food, chemical, pharmaceutical, biochemical, and mechanical technologies. Nina has significant experience with trademark registration and counseling. She also has experience with reexamination proceedings before
the Patent Office and oversees domestic and international trademark and patent portfolios for clients in a variety of industries. Nina is a registered patent attorney, and has a broad technical background, with nearly 10 years of experience in the food and pharmaceutical industries prior to beginning her legal career with Reed Smith.
Arlene Chan, Senior Manager, CPA, Moss Adams
Arlene has over 16 years of public accounting experience, including 16 years with a Big 4 firm. She is a member of the Technology & Life Sciences Group. Arlene is focused on providing the highest level of service combined with technical expertise. She has in-depth experience working with companies in the hardware and software industries. She has extensive experience with public stock offerings, including working on over a dozen initial and subsequent public offerings.
Richard Croghan, Partner, CPA, JD, Moss Adams
Rich has been in public accounting since 1991, including 13 years with Ernst & Young. He has extensive experience working with life sciences companies ranging from early stage startups to multinational public entities. Rich has also worked with public companies and registration statements related to public stock offerings. His focus is tax return preparation, research and development, credit assistance, international tax planning, state and local tax planning, tax accounting method consultation, and merger, acquisition, and reorganization assistance.
Bill Joos, Principal, Go To Market Consulting
Bill Joos is the principal of "Go To Market Consulting" based in Cupertino, California, in the heart of Silicon Valley. He works with early-to-mid stage companies, venture capital firms and their portfolio clients to help entrepreneurs accelerate their success. Bill spent seven years as the VP of Entrepreneur Development at Garage Technology Ventures, an early-stage venture capital firm that he co-founded along with Guy Kawasaki. While at Garage, he earned a reputation for his expertise in providing portfolio clients with effective, hands-on, action-oriented strategic and tactical mentoring and coaching.
Robert N. Philips, Partner, Reed Smith
Rob is a partner in the firm's Intellectual Property Group. He represents leading corporations in patent, trademark, trade dress, unfair competition, and copyright litigation matters in federal courts throughout the country. Rob also counsels clients on all aspects of intellectual property development and protection, including clearance, acquisition, licensing and enforcement. Rob has extensive lead counsel experience, from initial case strategy through discovery, motion practice, mediation and trial. He works for clients in a wide variety of business sectors, including computer technology, digital media, engineering, publishing, hospitality, household goods, apparel, cosmetics, food and beverage, and wine.
Bob Stefanski, Partner, Reed Smith
Bob has a diverse corporate practice, with a focus on technology companies ranging from early stage start-ups to public companies. As a former general counsel of a public Silicon Valley software company, his experience covers a broad range of matters, including corporate transactions, intellectual property, technology transactions, employment and executive compensation, corporate governance, emerging growth/venture capital and counseling on international expansion of emerging growth technology companies. Bob has also served as a director of both public and private companies, and is an advisor to several Silicon Valley early stage technology companies. As a director of public mobile software company, Zi Corporation, he served on the Audit Committee, the Governance Committee and as the chair of the Compensation Committee. He also served as the chair of the Independent Directors Committee in its successful sale following a tender offer by Nuance Communications. He has been an active advisor in helping his alma mater, The University of Michigan, expand its entrepreneurial footprint, including as a member of the West Coast Advisory Board and as a frequent speaker for the University of Michigan Center for Entrepreneurship. He is also partnering with Silicon Valley venture capitalists in the formation of an early stage technology accelerator and venture fund focused on commercializing capital efficient, disruptive technologies coming primarily out of the University of Michigan and its ecosystem.
Steve Tennant, Managing Director, Tennant Consulting.
Steve has worked for the past 20 years directly with over 40companies to create software solutions to solve their customers' most pressing business problems. His client experience encompasses the full spectrum: from a "Fortune 2" company with hundreds of thousands of employees, to several one-person founders of software start-ups, and every point in between. At PeopleSoft from 1994 to 2000, as VP of Business Development, he grew the alliance portfolio to 300 companies and $4B in revenues, and launched products that grew from $7M to over $100M in revenues in 3.