startup business conference
DESCRIPTION
CalCPA Education Foundation Startup Business Conference December 11, 2014 Doubletree Hotel San Jose and WebcastTRANSCRIPT
Startup Business Conference San Jose & WebcastDec. 11, 2014
Dec.
11–
San
Jose
& W
ebca
st
03:00
Overview:A startup begins with a great idea, but seasoned entrepreneurs and CPAs know that after the great idea comes the challenges of building a successful business. From patent issues to payroll taxes, business owners and the accounting professionals who advise them need to know more than just how to positively impact the bottom line. Funding options, employment issues and selecting the right business advisers are only a few of the hot topics that will be covered at the 2014 Startup Business Conference. Designed to meet the needs of both business owners and the professionals who partner with them, you won’t want to miss learning the secrets to success in the world of startups.
Designed for: CPAs, attorneys and other business and financial professionals who specialize in helping startup businesses grow. Early- to mid-stage entrepreneurs, new business owners, incubators and founders who want to take their business to the next level.
Credit Information:CPE: 8 Hours
Level: Update
CONFERENCE OVERVIEW
Welcome and Introductions
Opening Keynote: The Economy of Startups and Your Future Role
From Kickstarter to IPO: Securing the Right Capital for Your Company
Break
From Employee One to One Hundred
Lunch (sit-down lunch provided)
Identifying, Utilizing and Leveraging Key Resources
Networking Break
Executing Your Strategy from Startup to Ramp Up
Closing Keynote: Execution: The Most Important Part
Networking Reception
Adjourn
AGENDA {AT-A-GLANCE}08:30
08:35
09:15
10:45
12:00
01:00
02:30
10:30
04:15
06:00
05:15
STARTUP BUSINESS CONFERENCEDEC. 11 DOUBLETREE HOTEL SAN JOSE & WEBCAST
Daniel D. Morris, CPA, CGMAMorris + D’Angelo Conference Chair
Michael ArklindSensiba San Filippo LLP
Chris Davis, Esq.Royse Law Firm, P.C.
Yunice L. FongIndependent Consultant
Yvonne Fu, CPABurr Pilger Mayer, Inc.
Brewster A. Gray, CPA, CGMAGray Salt & Associates LLP
George C. Paulsen, CPAHood & Strong LLP
Mark Sheffield, CPAAbbott Stringham & Lynch
Conference Planning Committee
Yunice L. FongIndependent Consultant
DoubleTree Hotel 2050 Gateway PlaceSan Jose, CA 95110
08:30
08:35
10:30
09:15
05:15
Welcome and Introductions
Daniel D. Morris, CPA, CGMA Morris + D’AngeloConference Chair
Opening Keynote: The Economy of Startups and Your Future Role From Facebook to airbnb, the economic impact of startups is apparent to even the most casual observer. Whether you’re planning to enter this business with a buyout exit plan or devote yourself to a career in startups, you need a strategy. Examine your potential role in the economy of startups during this engaging session.
Judy KopaVice President, Global Financial Planning & Analysis(Cloud Business Unit)SAP
From Kickstarter to IPO: Securing the Right Capital for Your CompanyEvery business requires capital, but how do you determine which funding option is best for you? This session will begin with the pros of cons of different sources, progress through valuation and finish with risk management. It will ensure that you feel confident when selecting a funding option or advising clients on this critical decision.
Faisal Jeddy Partner, Technical Accounting and Financial ReportingSOA Projects
Roger Royse, Esq.Royse Law Firm, P.C.
Ephraim LindenbaumManaging DirectorAdvance Ventures
{Break}
From Employee One to One HundredExplore practical approaches for dealing with a quickly growing staff. This trio of experts will address recruitment and retention, competitive compensation and team building.
Sepi Ghiasvand, Esq.Landrum & Company, Inc.
Gary JinksFounderSouth Valley Angels
Michael WebbMarket ManagerKimco/Mediquest Staffing Services, Inc.
Lunch (plated lunch provided)
Identifying, Utilizing and Leveraging Key ResourcesSelecting the best business advisers to achieve your business goals is a critical element of success. The panel will discuss referral sources, choosing advisors, entry points, knowledge leaders and more.
MODERATOR
Daniel D. Morris, CPA, CGMAMorris + D’Angelo
PANELISTS
James C. Chapman, Esq.Bingham McCutchen, LLP
Mark Sheffield, CPAAbbott Stringham & Lynch
Canice WuPartnerF50
Networking Break
Executing Your Strategy from Startup to Ramp UpThere are many complex issues facing a growing business. Be sure you know what to do when faced with intellectual property issues, international regulations, scalability, business plans and more. Additionally, gain a basic understanding of how to develop a tax strategy to best meet your business goals.
Robert B. Dellenbach, Esq.Dellenbach Venture Counsel
Yvonne Fu, CPABurr Pilger Mayer, Inc.
Christopher Marston, Esq.Chief Executive OfficerExemplar Companies, Inc.
Closing Keynote: Execution: The Most Important Part*Learn what execution means in the context of a startup, how it connects to building your team, funding your company and getting your product ready for your customers while managing risk. Plus, explore adapting to changes in your market segment, getting actionable feedback from your customers, choosing the right metrics and more. *Except for all the other parts.
Kurt SussmanPresidentMerlot Research Group, Inc.
Networking Reception
{Adjourn}
10:45
02:30
01:00
03:00
Michael WebbMarket ManagerKimco/Mediquest Staffing Services, Inc.
Lunch (plated lunch provided)Lunch (plated lunch provided)
04:15
12:00
06:00
ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066
Phone (800) 922-5272Fax (888) 868-8558Web calcpa.org
Event Pricing$195
Conference RegistrationDec. 11 // San JoseEvent Code 5142930A
Dec. 11 // WebcastEvent Code 5142930B
Discount ProgramsSave hundreds with Value-Priced Education (VPE) and Coupons.
VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 10 $2,495 CalCPA Member
Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount
Materials for this conference are provided in PDF format. You will
receive an email which contains a link for accessing the materials at least three days before the conference.
Registration PolicyAll registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.
Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.
VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.
Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.
Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org
CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a
sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.
REGISTRATION INFORMATIONREGISTER ONLINE calcpa.org/Startup14