Crafting a Fundable Roadmap for Your Startup



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    This all day event is for startup entrepreneurs who are in the process of developing their business plan and seeking Angel or VC funding. Through a series of hands-on workshops and expert panels of investors and successful entrepreneurs, you will learn best practices and gain valuable insights into successful funding strategies to help position your startup for success.

    Registration Requirements:
    Technology startup entrepreneurs and those considering launching a technology startup.

    About the Speakers

    Roland Acra
    Roland Acra joined Arch Rock as President and CEO in December 2005. Prior to Arch Rock, he was President and CEO at Procket Networks, a high-end Core Internet Router manufacturer, which he successfully led to an acquisition by Cisco Systems in 2004. Prior to that, Roland held several senior management positions at Cisco Systems from 1991 to 2003, including Senior Vice President and Chief Technology Officer, Group Vice President and General Manager of the Public Carrier IP Group, General Manager of the Remote Access Business Unit and Technical Director of Cisco in EMEA. Prior to Cisco, Roland held engineering development and technical leadership positions, at Bridge Communications and 3Com Corporation from 1986 to 1988 and at Interphase Corporation from 1989 to 1991. Roland holds Diplome d'Ingenieur degrees from Ecole Polytechnique and from Ecole Nationale Superieure des Telecommunications (Paris, France) and a Master of Science degree in Statistics from Texas A&M University.

    Shai Goldman co-manages SVB Capital's Venture Exchange program, which serves as a platform to provide quality referrals to venture firms and assist emerging companies in raising capital through strategic introductions to the right investors for their business. His responsibilities include identifying investment opportunities for SVB Capital Partners Fund and other venture capital firms.

    Goldman joined SVB Financial Group in December 2001. Prior to joining the Venture Exchange program in 2006, Goldman worked with SVB Private Client Services, providing personal financing solutions to entrepreneurs, investors and senior executives in the technology, life science, private equity and premium wine industries.

    Ryan Howard 
    Ryan Howard is the Chairman and Chief Executive Officer for Practice Fusion. Headquartered in San Francisco, California, Practice Fusion addresses the complexities and critical needs of today's healthcare environments by proving a revolutionary application and delivery model for physicians and patients at no cost. Previously, Mr. Howard was the Senior Director of Product Management and Engineering of Saqqara Systems and InterTrade Systems, where he was responsible for the product strategy, roadmap, development and go to market execution. He has also held product marketing and management roles with Netfish Technologies, Iona, Harbinger, Converge, and also worked with Brown and Toland Medical Group in San Francisco to bring their physician community to HIPAA compliance. Mr. Howard is a member of the Alliance of CEOs and the Gerson Lehrman Group Councils. In his free time, he enjoys volunteering for the San Francisco SPCA, Habitat for Humanity and the Prison Entrepreneur Program (PEP), as well as composing music, flying, motorcycle riding and Shaolin-Kempo.

    Steven Kan
    Steven is an Associate and Kauffman Fellow at Clearstone Venture Partners. He joined Clearstone in June 2005. Prior to Clearstone, Steven interned at Redpoint Ventures, where he identified early-stage investment opportunities in Southern California. Steven gained valuable operating experience at Yahoo/Overture, where he managed product and business development initiatives for their contextual advertising and local search businesses. At Clearstone, Steven is active sourcing new investments and works closely with numerous companies in the portfolio including,, SupplyFrame,, LeisureLink, and SoonR.

    Steven received his BS in Applied Physics from Yale University , graduating magna cum laude and Phi Beta Kappa. Steven also holds an MBA from the UCLA Anderson School of Management, where he was a Venture Fellow and Dean's Scholar.

    Laurie Lumenti-Garty
    Laurie Lumenti Garty is a Deal Team Leader and manages SVB Silicon Valley Bank’s Emerging Technology Practice for the San Francisco and East Bay Regions. In this role she oversees a portfolio of early-stage technology companies and works closely with the company’s network of angel and venture capital investors and strategic partners.

    Before joining SVB Silicon Valley Bank, Garty was a Director in the Venture Capital Group at Comerica Bank. Prior to Comerica, she held positions at two Bay Area startup companies; she was a Business Relationship Manager for iOwn, and the Director of Strategic Alliances for

    With more than a decade of experience in financial services working for the FDIC, Capital Crossing Bank and Bank of America, Garty employs a unique combination of practical operational experience and financial services expertise in working with her clients. She is on the advisory board of the Technology Ventures Corporation, chair of the Angels Breakfast Club and represents SVB in a number of organizations and sponsorships including the National Center for Women in Information Technology and Astia (formerly the Women’s Technology Cluster).

    Anthony Nassar
    Anthony Nassar is the Founder and Principal of Venture Momentum. As a consulting CFO, he helps startup entrepreneurs put together the pieces of their financial puzzle by providing a solid foundation from which to successfully raise capital, manage growth and achieve liquidity. Anthony brings to Venture Momentum's clients 20 years of financial management experience. He has assisted start-ups and small businesses on various matters including angel and venture financings, acquisitions, due diligence, accounting systems automation, financial reporting and internal controls. Throughout his assignments, he has advised companies on transactions valued at well over $100 million. Prior to launching Venture Momentum 12 years ago, Anthony held senior management positions in finance and corporate planning with Nexcom Technology, Inc., Fair Isaac Corporation and a consulting group in France.

    Anthony is the editor and publisher of Propel Your Venture, a monthly electronic newsletter for start-up entrepreneurs and their advisors. He holds an MBA in Finance from New York University, an MS in Electrical Engineering from Columbia University and a DiplÔme d'IngÉnieur from Ecole Centrale de Paris in France.

    Bill Reichert
    Bill Reichert has over 20 years of experience as an entrepreneur and an operating executive. Since joining Garage in 1998, Bill has focused on early-stage information technology and materials science companies. He sits on the Boards of CaseStack, WhiteHat, ClearFuels, cFares, and ThermoCeramix. Prior to Garage, Bill was a co-founder or senior executive in several venture-backed technology startups, including Trademark Software, The Learning Company, and Academic Systems. Earlier in his career, he worked at McKinsey & Company, Brown Brothers Harriman & Co., and the World Bank. Bill earned a B.A. at Harvard College and an M.B.A. from Stanford University. He was a founding board member and a Chairman of the Churchill Club, and a Charter Member of the Silicon Valley Association of Startup Entrepreneurs. Currently, he is the Chairman of the Small Fund Roundtable of the VC Taskforce and a member of the Council on Foreign Relations in New York.

    Mike Scanlin
    Mike joined Battery in 2007 to focus on mid- to later-stage technology investments, and is currently on the Board of Copan Systems and SteelBox Networks. Prior to Battery, he spent four years with Sierra Ventures, where he was on the boards of 360Commerce (acquired by Oracle), AirMedia (acquired by AOL), and Micro Power (acquired by Weston Presidio). He was a board observer for Axentis, DBS Communications, Element Labs, Vykor and Zebra Imaging.

    Before Sierra, Mike was VP, Entrepreneur Development Operations, at (now Garage Technology Ventures), where he personally read more than 10,000 executive summaries and helped dozens of companies raise $330 million in venture financing. Mike spent many years on the technical side of the house, and has been published more than 50 times during his software career. Other career highlights include: General Magic (IPO in 1997) and Storm Technology (IPO in 1994). Mike graduated with honors from the University of California, San Diego with a BS in Management Science. He has held NASD Series 7, 24, and 63 licenses.

    Brandon Smith 
    Brandon D. Smith is a founding partner of Scherer Smith & Kenny LLP. Mr. Smith acts as general corporate counsel to small and medium-sized businesses across a range of industries, focusing on corporate, trademark, and securities matters. He also represents individuals regarding negotiating employment and intellectual property agreements, real estate transactions and assisting them with general business matters. Prior to joining Bill Scherer to form Scherer & Smith, LLP in 1998, which would later become Scherer Smith & Kenny LLP, Mr. Smith worked in the Business & Specialty Litigation Group for the firm of Sedgwick, Detert, Moran & Arnold.

    Mr. Smith grew up in the Monterey and San Francisco Bay Areas. He received his undergraduate degree from UC Davis with a degree in international relations, trade, and finance and his law degree from the University of San Francisco School of Law, where he served as Executive Editor of the Law Review. He lives with his wife Julie, and their twin daughters, Olivia and Caitlin, in Marin County.

    Amra Tareen 
    Prior to allvoices, Amra was a partner at Sevin Rosen Funds. She was at Sevin Rosen from 2000-2006 to focus on investment opportunities in communications infrastructure and next generation carriers. Prior to joining Sevin Rosen, Amra was a product marketing director at Ascend Communications. She was instrumental in growing the DSL business. She was also responsible for product positioning, competitive analysis and outbound marketing for the remote access business. Earlier she worked as the product manager for Ascend's SS7 gateway.
    Before Ascend, Amra worked at Lucent Technologies in sales and business development positions. She was a sales manager responsible for selling Lucent VoIP and data solutions to carrier customers. Amra began her career in Telecom working as an engineer and a C programmer for Telstra Australia. Amra has an MBA from Harvard University and a Bachelors of Electrical Engineering and Computer Science from University of New South Wales, Australia.

    Amra grew up in Pakistan and Australia and moved to the USA for her MBA. Amra is married and is a mother of two young boys.

    Tuff Yen
    Tuff Yen founded Seraph Group in 2003 as a premier network of private investment groups. With an extensive venture capital and private equity investing background on both coasts, and as entrepreneur and angel investor, Yen saw an opportunity to deliver a new investment platform for qualified individual investors, investment advisors, and fund managers that is lacking in today's financial market. Yen spent his career as a scientist and a professional investor. He worked as a venture capitalist with Hambrecht & Quist's venture fund ("HQAP") in San Francisco, which manages $1.5 billion with investments in Silicon Valley and in the Asia Pacific region, as well as Chemical Venture Partners ("CVP"), an independent arm of then Chemical Bank. Chemical Bank later merged with Chase Manhattan Bank and with J.P. Morgan. "CVP" became J.P. Morgan Partners, which today manages a $23 billion portfolio. During this period, he worked on investments in a broad range of businesses including industrial manufacturing, distribution, entertainment, publishing, information technology, Internet, medical and life sciences.

    Prior to joining the VC community, Yen was a bioengineer with Genentech and worked at Amgen, two leading biotechnology pioneers. Yen received his Masters in Business Administration from the Yale School of Management and his Bachelor degree in Arts in Microbiology and Immunology from the University of California Berkeley.


    8:30am-9:00am Registration/Networking/Continental breakfast
    9:00am-11:00am Crafting a Fundable Financial Roadmap

    As an entrepreneur, you must steer your startup on the financial path to success. To do so, you need to develop an effective financial roadmap and thoroughly understand how it will unfold over the next 5 years. This roadmap should provide you with a clear vision of your objectives and milestones to a) help you decide whether your project is financially feasible, b) set a common direction for your management team, and c) enable investors and lenders to assess the desirability of funding your venture.

    In this technical workshop presented by Anthony Nassar of Venture Momentum, Inc., you will learn:

    * A systematic methodology for developing a robust financial plan
    * How to build a credible revenue model
    * Rules for building a flexible expense model
    * Techniques for preserving scalability and data integrity as you make subsequent updates to the plan
    * Ways to validate your model using publicly available data
    * How to project the ownership of the founders, employees, and investors, and the return on investment over the life of the plan
    * Various approaches to deriving valuation data from the financial plan
    * How to debug your financial planning spreadsheet

    11:15am-12:15pm Crafting a Due Diligence-Ready Legal Framework

    Avoid common mistakes entrepreneurs make when managing the legal aspects of their startup. In this workshop led by Brandon Smith of Scherer Smith & Kenny, LLP, you will learn techniques and best practices in building and maintaining a due diligence-ready legal framework. Topics will include formation, founder ownership, employment arrangements, intellectual property, term sheet and due diligence.

    12:15pm-1:00pm Lunch break
    1:00pm-2:30pm Developing a Winning Elevator Pitch that Will Get Investors Hooked

    Ever wondered what to say and how to say it, when trying to grab the attention of an investor in 60 seconds or less? In this workshop led by Laurie Lumenti Garty of SVB Silicon Valley Bank, you will learn how to craft an elevator pitch that will hook investors and increase your chances of getting to the next step in your fundraising cycle. The workshop is interactive so you will have an opportunity to work on and practice your pitch and gather feedback from Ms. Garty and your peers. The attendees will vote on the best elevator pitches from the workshop, and three winners will advance to pitch the investor panel.

    2:45pm-3:45pm Entrepreneur Panel Discussion
    Panelists include:
    Roland Acra, President and CEO, 
    Arch Rock Corporation
    Ryan Howard, Chairman and CEO, Practice Fusion
    Amra Tareen, CEO/Founder, Allvoices.Inc

    Moderator: Susan Lucas-Conwell, CEO, SDForum

    4:00pm-5:00pm Investor Panel Discussion 
    Panelists include:
    Tuff Yen, Founder and Chairman of the 
    Seraph Group 
    Bill Reichert, Managing Director, Garage Technology Ventures
    Mike Scanlin, Partner at Battery Ventures 
    Steve Kan, Associate at Clearstone Venture Partners
    5:00pm Networking Snacks & drinks


    111 West Saint John, Suite 200
    San Jose, CA 95113
    Phone: 408-414-5950



    $60 SDForum Members
    $75 Non-SDForum members

    If you choose to register at the door you will pay an additional $10; $70 for members and $85 Non-members.