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SVForum partner event: Kickstart your Startup Workshop

Kickstart your Startup Workshop

Thursday, April 25, 2013 - 08:15AM to 04:00PM

Reed Smith, 101 Second Street, Suite 1800

Conference Room 18.14

San Francisco California 94105

Please register at:

General PublicNon-member price $199.00SV Forum MemberMember price $125.00


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.


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

4:00pm Event Concludes



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.

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.



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