Postponed: Coaching with Berger/Lewis and Thelen, Reid & Priest



  • Sorry, this session has been postponed. Stay-tuned for announcement of new date.

    Back by popular demand! Meet with an attorney and an accountant for a joint coaching session. Participate in one meeting and receive twice the feedback! Tom Bondi, (Bio), Principal with Berger/Lewis and Greg O'Hara, (Bio), Partner with Thelen Reid & Priest will be offering their expertise and experience to members of SDForum.

    Here's what past participants had to say about their coaching sessions with Tom & Greg:

    "The team effect was great"
    "Great opportunity to bounce ideas off industry veterans"

    To apply, email your appointment request and copy of your company's executive summary to [email protected] before the 9am deadline on May 16. Please include a list of 5-10 specific questions that you would like addressed in the meeting..

    These appointments are filled by random selection from all pre-registered SDForum members (priority given to Start-up members).

    Anchor Tom Bondi, Principal, Berger/Lewis
    Mr. Bondi is the Director of the firm's Emerging Business Services Group and a Tax Partner in the firm. He and his team work with early stage technology companies and other Software and Internet startups, providing full service consulting and advisory services. His specific expertise includes:

    -Stock Option plan development and related tax issues;
    -Budget development;
    -Organizational planning and Capitalization issues;
    -Accounting and Management reporting systems set up;
    -Corporate tax issues;
    -Assisting in venture funding rounds;
    -Software company and other early stage companies;
    -Advisory Board and Board participation.

    Tom is active in his roles as Advisory Board member of client companies and takes a lead role in the positioning of companies from seed funding through merger, acquisition, or the Initial Public Offering process.

    Tom was cofounder and Chief Financial Officer of a software development company from start up to its acquisition. In addition, Tom worked with a major Silicon Valley Semiconductor Manufacturer in product management prior to entering Public Accounting. He has also served as a Board Member of many of the Valley's nonprofit organizations and political committees over the years.

    Prior to creating the Emerging Business Services Group, Tom worked extensively in success planning for closely held businesses, stock option planning, and estate and trust planning.

    Professional Affiliations:
    California Society of Certified Public Accountants
    American Institute of Certified Public Accountants

    Civic Involvement:
    Advisory Council Board Member, Silicon Valley Forum of Commonwealth Club of San Francisco
    Advisory Board Member, Community Foundation of Silicon Valley
    Board Member, Bay Shore Lyric Opera Company
    San Jose Community Leadership Program, 1995

    Bachelor of Science, Finance, Santa Clara University

    For more information visit

    Anchor Greg O'Hara, Parter, Thelen Reid & Priest
    Attorney Greg O'Hara's primary areas of legal practice include business and corporate counseling; litigation, including intellectual property litigation.

    Representative Recent Projects
    -Corporate formation and financing for software firewall start up company.
    -Negotiate term sheet for financing of software company.
    -Develop and implement strategy for “roll-up” of electronics distribution firm.
    -Negotiate management buyout of closely held company.
    -Counsel numerous businesses in corporate formation and governance.
    -Negotiate and complete sale of private company to public company.
    -Merger of two computer training schools.
    -Develop and draft strategic alliance and marketing agreements for technology companies.
    -Counsel professional services firm regarding trade secret protection.
    -Negotiate term sheet for acquisition of supply management firm by publicly traded company.

    For more information visit


    FREE to SDForum Members


    SDForum Center

    111 West Saint John, Suite 200

    San Jose, CA