Financial Workshop for Startup CEOs

SDForum Center
111 West Saint John Street Suite 200
San Francisco Bay Area, California 95113 USA

If you’re a startup founder or CEO seeking funding, or have little financial background, this all day hands-on workshop will give you the fundamentals, techniques and best practices to build your financial model and better manage your financial operations.

Event Agenda

9:00 a.m. – 12:00 p.m. Session 1: Financial Operations
In this session presented by Anthony Nassar of Venture Momentum, you will learn:

- The core structure of the financial statements
- The difference between cash and accrual
- How typical startup accounting transactions are recorded
- How you staff your financial team
- How you set up your financial systems and prepare monthly Board reports
- How you stay ready for due diligence

1:00 p.m. – 5:00 p.m. Session 2 – Financial Modeling
Is your financial model keeping you from attracting investors? This session will provide you with the knowledge to build your financial model.

1:00 p.m. – 2:30 p.m. Assess and Size Your Market Opportunity
Steve Tennant, Managing Director of Tennant Consulting, will convey key steps to analyze the forces that are most likely to make or break your venture. You will learn:

- What market information is compelling to investors?
- A step-by-step approach to assess your market opportunity
- Tools and resources to develop your market analysis

2:45 p.m. – 5:00 p.m. Best Practices in Financial Modeling
Building a financial model that is robust and credible is a challenging undertaking, even for the experts. Anthony Nassar will discuss how to:

- Build a solid framework to preserve scalability and data integrity
- Create credible revenue and expense models
- Project monthly cash requirements to plan funding needs
- Create a dash board of key metrics and milestones
- Analyze valuation using plan data

Speakers:

Anthony Nassar, Founder & Principal, Venture Momentum, Inc.
Steve Tennant, Managing Director, Tennant Consulting

Tickets: $75 to $120 – please see event webpage for details.

Event Website