Entrepreneur & Small Business Academy November Meetup

TOPIC - Essential Finance Secrets for Entrepreneurs

Steve Peterson, Organizer of the Bay Area QuickBooks and Business Coach Meet-up, will be presenting the topic of Finance Secrets for Entrepreneurs. Steve is a CPA and MBA plus raised over $34 million for start-ups. The presentation will review how current and future business owners can better understand their financials to understand their journey and project confidence and knowledge to potential lenders and investors.

Steve will discuss the following in his presentation:

• If you don’t know how to read your financials, you are flying blind
  
• Cash is hard to get and easy to spend.
  
• When your liabilities exceed your short term assets, you are bankrupt
  
• Focus on profitability
  
• Cash Management
  
• How you can benchmark your performance versus others
  
• How providing the above financial oversight translates into improved negotiating position with investors and lenders.
  

Steve Peterson, is a CPA and MBA that helped several start-ups raise over $34 million in equity and $20 million in debt. Steve has also assisted a company through an out-of-court bankruptcy reorganization. As a financial executive, he has worked with numerous lenders and venture capitalists which enables him to share the do’s and don’ts of business owners.

Steve also started two of his own companies including SentryTrack Systems and webKPI. SentryTrack software (SaaS) monitors sensors ate municipalities for Army Corp of Engineers and several other CA cities. webKPI is a financial dashboard and Key Performance Indicator (SaaS) software that enables a company to quickly analyze their financials. webKPI enables entrepreneurs the ability to quickly prepare and understand the data used by lenders and investors. Enhancing business intelligence is the key to gaining the trust of outsiders and managing your organization.

NEW FORMAT ...

We are moving to a much larger 3-hour event format. It will cost $16 per person and will include light h'orderves.

LOCATION: the Hotel Shattuck Plaza in Berkeley. The hotel is 1 block away from the downtown Berkeley Public Library where we have been meeting for the past 9 months.

From now on, we will hold these events on WEDNESDAYS, not Mondays (to avoid holiday conflicts). Here is how the event will run:

6:00 to 6:45 - Open networking (food will arrive at 6:15)
6:45 to 7:30 - Introductions and Announcements
7:30 to 8:00 - Networking break
8:00 to 9:00 - Featured Presentation (Steve Peterson - see below)

The first 52 people to arrive will get a playing card (from a traditional deck of cards), allowing them to make an introduction during the 7:00 to 7:45 time slot. We will still have the 2 Joker Cards available ($20 each) for 2-minute announcements from the front of the room.

The room will be set up with round tables that seat 8 people each. The tables will each have a sign with a word (either an industry or a hobby), encouraging people to interact about various topics while at the meeting. At 6:30, food (light h'orderves) will be brought directly to the room and a cash bar will be available for drinks throughout the evening.

We will also have 4 tables along the side of the room for exhibitors. Members will be able to rent these tables ($40 each) and can use them to display, hand-out and/or sell products and services. Please contact the organizer at [masked] to reserve one of these tables (first come, first served).

NOTE: street parking is free starting at 6:00 PM and the BART station is right across the street.

About Steve Peterson

Steve also started two of his own companies including SentryTrack Systems and webKPI. SentryTrack software (SaaS) monitors sensors ate municipalities for Army Corp of Engineers and several other CA cities. webKPI is a financial dashboard and Key Performance Indicator (SaaS) software that enables a company to quickly analyze their financials. webKPI enables entrepreneurs the ability to quickly prepare and understand the data used by lenders and investors. Enhancing business intelligence is the key to gaining the trust of outsiders and managing your organization.

Bring Business Cards!

We do personal introductions during the first half. The first 52 people to arrive at the meeting will each get a playing card (from a traditional deck of cards) and will be able to make a 30-second personal introduction. The 2 Joker cards are reserved for 2-minute announcements ($20 each) from the front of the room. The Joker cards are given out on a first come, first served basis. Lastly, we have a table at the side and you're welcome to bring flyers and promotional material to share with other members.

The featured presentation will begin at 8:00, after a 15-minute networking break.

Refund Policy

You will get a full refund if you cancel at least 2 days before the event. After that, we cannot issue refunds because the hotel expense will already be incurred.

Thank you.

Patrick.

Patrick Schwerdtfeger, Organizer
Author of "Webify Your Business, Internet Marketing Secrets for the Self-Employed"

Learn more about the book at http://www.WebifyBook...