Panelists:
Our panelists have diverse backgrounds, but all have expertise on raising venture capital. We have two chief financial officers who have raised venture capital financing recently, a partner in a venture capital firm, and attorney who represents both investors and entrepreneurs.
- Julie Andriolo, Controller, Click Squared (Moderator)
- Tom Brennan, CFO, Visible Measures
- Sue MacCormack, Partner, Ampersand Ventures
- Ted Myles, CFO, PrimeraDx
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David Pierson, Partner, Foley Hoag LLP
Summary:
This panel will discuss the tactical, legal and strategic issues in raising venture capital and dealing with venture capital investors. Attendees will hear the perspectives from two chief financial officers who have recently raised such funding, an active venture capitalist, and an attorney with vast experience advising both investors and entrepreneurs.
Learning Objectives:
After completing this course, attendees will know:
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How to prepare and maintain a detailed capitalization table
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How to prepare disclosure schedules need to facilitate a venture capital financing
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The technical and practical legal phrases commonly found on a terms sheet
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The expectations of venture capital investors have of finance and accounting departments, before, during and after the financing transaction.
Program Content:
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Creation of mock term sheet and disclosure schedule
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Legal analysis of sample term sheet, with critical clauses demystified
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Guidance on investor expectations of finance and accounting departments
You may register online at http://cfort19Jan2010.eventbrite.com. Attendance is limited to financial executives.
For information regarding refunds, complaints, or program cancellation, please email Jack McCullough at jack@thecforoundtable.com
Other Information:
Recommended CPE Credits: 2.0 Program Level: Intermediate Program Prerequisites: None Advanced Preparation: None Delivery Method: Group-Live
The CFO RoundTable 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. Web site: www.nasba.org.