Startup Business Conference San Jose & Webcast Dec. 11, 2014
CONFERENCE OVERVIEW
AGENDA {AT-A-GLANCE}
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
08:30
Welcome and Introductions
08:35
Opening Keynote: The Economy of Startups and Your Future Role
09:15
From Kickstarter to IPO: Securing the Right Capital for Your Company
10:30
Break
10:45
From Employee One to One Hundred
12:00
Lunch (sit-down lunch provided)
01:00
Identifying, Utilizing and Leveraging Key Resources
02:30
Networking Break
03:00
Executing Your Strategy from Startup to Ramp Up
04:15
Closing Keynote: Execution: The Most Important Part
05:15
Networking Reception
06:00
Adjourn
STARTUP BUSINESS CONFERENCE DEC. 11 DOUBLETREE HOTEL SAN JOSE & WEBCAST
Conference Planning Committee Daniel D. Morris, CPA, CGMA
Yvonne Fu, CPA
Morris + D’Angelo Conference Chair
Burr Pilger Mayer, Inc.
Michael Arklind
Brewster A. Gray, CPA, CGMA Gray Salt & Associates LLP
Sensiba San Filippo LLP
Chris Davis, Esq.
George C. Paulsen, CPA Hood & Strong LLP
Royse Law Firm, P.C.
Yunice L. Fong
Mark Sheffield, CPA Abbott Stringham & Lynch
Independent Consultant
DoubleTree Hotel 2050 Gateway Place San Jose, CA 95110
08:30
Welcome and Introductions
01:00
Daniel D. Morris, CPA, CGMA Morris + D’Angelo Conference Chair 08:35
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.
MODERATOR Daniel D. Morris, CPA, CGMA Morris + D’Angelo PANELISTS James C. Chapman, Esq. Bingham McCutchen, LLP Mark Sheffield, CPA Abbott Stringham & Lynch
Judy Kopa Vice President, Global Financial Planning & Analysis (Cloud Business Unit) SAP 09:15
From Kickstarter to IPO: Securing the Right Capital for Your Company Every 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.
Canice Wu Partner F50 02:30
Networking Break
03:00
Executing Your Strategy from Startup to Ramp Up There 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.
Faisal Jeddy Partner, Technical Accounting and Financial Reporting SOA Projects
Robert B. Dellenbach, Esq. Dellenbach Venture Counsel
Roger Royse, Esq. Royse Law Firm, P.C.
Yvonne Fu, CPA Burr Pilger Mayer, Inc.
Ephraim Lindenbaum Managing Director Advance Ventures
Christopher Marston, Esq. Chief Executive Officer Exemplar Companies, Inc.
10:30
{Break}
10:45
From Employee One to One Hundred Explore 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.
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.
Gary Jinks Founder South Valley Angels
Kurt Sussman President Merlot Research Group, Inc.
Michael Webb Market Manager Kimco/Mediquest Staffing Services, Inc. 12:00
Identifying, Utilizing and Leveraging Key Resources Selecting 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.
Lunch (plated lunch provided)
04:15
05:15
Networking Reception
06:00
{Adjourn}
REGISTRATION INFORMATION
REGISTER ONLINE calcpa.org/Startup14
Contact CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066 Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org Event Pricing $195 Conference Registration Dec. 11 // San Jose Event Code 5142930A Dec. 11 // Webcast Event Code 5142930B Discount Programs Save hundreds with Value-Priced Education (VPE) and Coupons. VPE 80 $1,295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 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 Policy All registrations are taken on a first-come, firstserved basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate. Cancellation Policy If 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.