BEGIN:VCALENDAR PRODID:-//Microsoft Corporation//Outlook 11.0 MIMEDIR//EN VERSION:1.0 BEGIN:VEVENT DTSTART:20100216T151500Z DTEND:20100217T010000Z LOCATION;ENCODING=QUOTED-PRINTABLE:DLA Piper DESCRIPTION;ENCODING=QUOTED-PRINTABLE:Our Next Crafting a Fundable Roadmap Event will be held on May 4th at DLA Piper in San Francisco. Please check back soon for more details. ** Online Registration is now closed - please register at the door. Bring your business plan and pitch/presentation with you to work on throughout the day**This all day workshop is for start-up entrepreneurs in the process of developing their business plan and/or wanting to grow their company so that they can maximize their chances of attracting an outside investor for the first time. Please bring your business plan, pitch deck and presentation to work on throughout the day. The winning pitches will have the opportunity to pitch to the last panel of the day. Agenda: 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. In this presentation, Anthony Nassar, Founder and Principal, Venture Momentum, will share a systematic methodology for developing a robust financial model. 10:30am-10:45 Morning Break 10:45pm-11:45pm Developing a Compelling Pitch: 13 Slides that will Hook Investors Nathan Gold, Founder of The Demo Coach will lead this interactive session on the “infamous”13 slide presentation. 11:45am -12:15pm Pitching to the Group 15 one-minute elevator pitches presented, with the top 3 chosen to pitch to the final panel at 3:45pm. 12:15pm -12:45pm Lunch Break 12:45pm 1:45pm 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, Managing Director, Tennant Consulting, will convey key steps you can take to analyze and size a new market opportunity. 1:45pm -2:45pm Crafting a Due Diligence-Ready Legal Framework Eric A. Deeds of DLA Piper will help entrepreneurs avoid common mistakes they make when managing the legal aspects of their startup. In this workshop you will learn techniques and best practices in building and maintaining a due diligence-ready legal framework. 2:45pm-3:00pm Afternoon Break 3:00pm-3:45pm Building a VC Ready Financial Organization Liana Felix of Nixon Mohler will help entrepreneurs understand how they need to prepare if they're looking for VC money and how to build a financial organization so it meets the VC's expectations after they receive VC money. 3:45pm-5:00pm Investors Panel : The Voice of Experience A panel of successful early stage investors will share their experiences, challenges and insights into building and securing funding. They will also listen to pitches and engage in an interactive Q&A session. Panelists include: Neal Hansch, Rustic Canyon Partners Ephraim ‘Eph’ Lindenbaum, Advance Ventures Steve Reale, Levensohn Venture Partners Yolanda Ruiz, Pacific Community Management Moderated by: Ed Lambert, Bridge Bank 5:00pm-6:00pm Reception Speaker Bios:Eric A. Deeds, Associate, DLA Piper. Eric is an associate in DLA Piper's Corporate and Securities group, based in San Francisco. He concentrates on representing startup and emerging growth technology companies and venture capital investors. His practice encompasses venture capital financings, public offerings, mergers and acquisitions, commercial and strategic transactions, equity compensation matters, intellectual property strategy and transactions, SEC reporting and disclosure, corporate governance and general corporate and business counseling.Liana Felix, Audit Partner, Mohler, Nixon & Williams. Liana is an audit partner specializing in providing audit and consulting services to privately held and ventured back technology companies. She has extensive experience with the many challenges facing growing companies such as revenue recognition, equity financing and implementing internal financial controls. Liana joined MNW over 15 years ago. Having grown her professional career within the firm, Liana is committed to the professional development of her staff. She is an active member of the firm’s Education Committee and serves as instructor for many of the courses within Mohler Nixon University. Liana graduated with a degree in Accounting from Santa Clara University. She is licensed as a certified public accountant in California and is a member of the AICPA and the California Society of Certified Public Accountants.Nathan Gold, Founder, The Demo Coach. Nathan is the founder of The Demo Coach and co-author of Giving Memorable Product Demos. Nathan has given over 15,000 presentations and product demos in his career. Over the past 9 years, Nathan has been merited with two DEMOgod Awards from IDG Executive Forums for DEMOmobile 2000 and DEMOfall 2005. Nathan’s most recent achievement was granted at the DEMO Fall 2009, where he coached 4 out of 5 on stage DEMOgod Award winners and both $1M Media Prize People's Choice Award winners. In addition, Nathan has provided services to help Education.com raise $9.2 million (Series B) and Sim Ops Studios raise $3 million (Series A), helped 46 people win awards of their own, and is the presentation and demo coach for DLA Piper Venture Pipeline Group, SDForum.org, Keiretsu Forum Entrepreneur Academy, and White and Lee’s Whiteboard Accelerator.Neal Hansch, Principal, Rustic Canyon Partners. Neal brings over a decade of experience in venture capital, technology operations and investment banking. Before joining Rustic Canyon, Neal worked in the Corporate Development group at Macromedia, where he was responsible for executing worldwide M&A transactions and strategic equity investments. Neal received his M.B.A. with distinction from the UCLA Anderson School of Management, where he was a Deutschman Venture Fellow. He also received bachelor degrees in Economics and Psychology from Duke University.Ed Lambert, Senior Vice-President, Bridge Bank. Ed focuses on creating and expanding relationships with Emerging Growth to Public High-Tech, Green and Life Science Companies. He began his 27 years of banking/lending experience with Bank of America and has achieved significant success wherever he has worked including Silicon Valley Bank, Imperial Bank and Comerica Bank. Ed also began the Tech Practice for Coast Business Credit, building to $20-30MM in annual commitments. He contributes this success to being an overall "solution source" partner to clients, prospects, referral partners and colleagues - for any problem. Ed has employed this focus on providing solutions to companies from seed to public--including such well known companies as Cisco, Atmel, CNET, Biomarin, Cepheid, Mattson, Read-Rite, Pandora, Solar City, Serious Materials and Cadence to name a few. At Bridge, his focus is to provide a combination of “virtual” and human support to clients that will allow them to grow domestically and internationally.Ephraim "Eph" Lindenbaum, Founder and Managing Director, Advance Ventures. Advance Ventures is a seed/early stage investment fund and venture development advisory firm based in Silicon Valley with venture partners in New York and Munich. Over the last 10 years Advance Ventures has completed over $250 million in financings, transactions and venture valuation increases. Mr. Lindenbaum serves or has served as a board member of SolarX, Solaireo, Environmental Institute of America, iLive.com, Inertia Beverage Group, Aviatis, Realta Entertainment Group, Agnitia Networks, DiveQuest, eSports, Hibix/Ooba Beverages, Workout.com, SiteAudit and BPG Worldwide. As a venture development advisory firm, Advance Ventures assists entrepreneurs accelerate growth to achieve venture financing from top-tier Silicon Valley venture funds, private equity firms and meaningful exits through mergers and acquisitions by public and private companies. In addition, Mr. Lindenbaum is board member or an advisor to numerous private companies, public corporations, professional and charitable organizations.Anthony Nassar, Founder and Principal, Venture Momentum. As a consulting CFO, Anthony helps startup entrepreneurs put together the pieces of their financial puzzle by providing a solid foundation from which to successfully raise capital, manage growth and achieve liquidity. Anthony brings to Venture Momentum's clients 20 years of financial management experience. He has assisted start-ups and small businesses on various matters including angel and venture financings, acquisitions, due diligence, accounting systems automation, financial reporting and internal controls. Throughout his assignments, he has advised companies on transactions valued at well over $100 million. Prior to launching Venture Momentum 12 years ago, Anthony held senior management positions in finance and corporate planning with Nexcom Technology, Inc., Fair Isaac Corporation and a consulting group in France. Steve Reale, General Partner, Levensohn Venture PartnersSteve Reale joined LVP in October 2000 and is focused on enterprise/service provider infrastructure and demand-side Cleantech technologies. Steve joined LVP from ZuluSports.com, an Internet-based adventure sports portal, where he was an early employee and Director of Finance. Prior to ZuluSports, Steve held a variety of equity research positions at Robertson Stephens, Van Kasper & Company and JP Morgan, covering a broad range of industries including outsourced financial processors, business services, environmental technologies and services, and retailing. Yolanda Ruiz, Vice President, Pacific Community Management, an affiliate of Pacific Community Ventures. Yolanda is responsible for assisting in all aspects of the private equity fund including identifying, analyzing, structuring, and managing private equity investments. Prior to joining PCM, Yolanda worked for Demeter Financial Group focusing on acquisitions and growth financings in the food and beauty sectors. Her responsibilities included financial analyses, conducting due diligence, supporting selling process and the managing of client relationships. Yolanda received an MBA degree from Stanford Business School and a BS degree in Industrial Engineering from ITESM (Monterrey, Mexico).Steve Tennant, Managing Director, Tennant Consulting has worked for the past 20 years directly with over 40 companies 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 startups, 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 years.Location: DLA Piper, 2000 University Avenue, Palo Alto, CAPrice: $85 (members), $110 (non-members)Sponsors: SUMMARY;ENCODING=QUOTED-PRINTABLE:SDForum's "Crafting a Fundable Roadmap" - For Startup Entrepreneurs Only END:VEVENT END:VCALENDAR