Back to Basics: Financial Fundamentals

  • March 17, 2014 · 6:00 PM
  • Campus @ Communispace Office

When it comes to startups, SVB has seen the good, the bad, and the ugly. Here's the deal - it's all about the numbers. Many entrepreneurs bite of more than they can chew with sophisticated business models. Others drown in vanity metrics.

In this class, SVB will take you back to basics, covering the fundamental metrics and financial accounting principles that will make or break your startup. This class will cover cash flow statements, balance sheets, and key financial terms you’ll need to know to be conversant about your business.

What You'll Learn

  • Key financial metrics
  • Basics of financial statements
  • The role of managing finances


290 Congress Street, Boston 02210

Take the elevator to the 7th floor. You will be asked to show a photo ID on arrival.

About the Instructors

Dan Allred

Dan Allred is a Senior Relationship Manager with Silicon Valley Bank. He moved to Boston in 2007 to start SVB’s Accelerator group which has now grown into a team of seven bankers who are advising, banking and lending to over 400 local high growth technology start-ups. Dan also currently serves on the Board of Directors of the SVB Foundation, which makes grants to various organizations in the community. He is also a Board member and Treasurer for The Capital Network, a resource for New England entrepreneurs seeking early-stage financing, and serves on the Young Leadership Committee for the Museum of Science in Boston, MA and the steering committee for Start-up Massachusetts.

Smith AndersonSmith Anderson is a Vice-President with Silicon Valley Bank. Before joining the bank, he worked in sales and business development at SCVNGR/LevelUp.  During his time there he managed the largest revenue generating team and lead the expansion to the west coast opening the Seattle office in 2012. Prior to SCVNGR Smith began his career in high-end research device sales.  He brings his start-up experience to the early stage business at SVB. Smith has a BS in Biology from Northeastern University and is an accomplished Ironman athlete.


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  • Jun S.

    The information I learned is useful. To start a business requires a lot of skills and resources, I figure every few founders have all in themselves. So it is more important to make connections, to learn where the resources are when you need them.

    March 18, 2014

  • A former member
    A former member

    The information was definitely useful, but not everyone is looking to start a business that will immediately go global. Most businesses begin small and I would have preferred more information on the beginning stages of developing a business.

    March 18, 2014

  • A former member
    A former member

    Worth my time. Good intro discussion, informative Q and A.

    March 17, 2014

  • Jack Quanzhou Z.

    sorry, couldn't make it today.

    March 17, 2014

  • Anthony T.

    Last minute issue at work. Wish I could be there!

    March 17, 2014

  • Jimmy

    I apologize but I won't be able to make it anymore. Would this information be available offline after? Would this be held again? Thank you!

    March 17, 2014

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