Key Dates
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Doing it Right in NYC: Program Details & Schedule
Key Dates
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| 9:00am–9:30am 9:30am–10:00am 10:00am–11:00am 11:00am–11:30am 11:30am–12:30pm 12:30pm–2:00pm 2:00pm-3:00pm 3:00pm-3:30pm 3:30pm–6:00pm |
Registration & Breakfast Introductory Remarks Best Practices in Funding / Success Stories Networking Break Leadership, Relationships and Role of the Entepreneur Lunch Alternative Funding Strategies Networking Break Resources for Creating Investor Presentations |
| 9:00am–9:30am 9:30am–10:45pm 10:45am–11:15am 11:15am–12:45pm 12:45pm–2:00pm 2:00pm–3:15pm 3:15pm–3:45pm 3:45pm–5:00pm 5:00pm–7:30pm |
Registration & Breakfast Developing a Blueprint for Today's Market Networking Break Mitigating Risk Lunch Own Your Financials Networking Break Tax Essentials for the Entrepreneur Continued Clinics |
| 8:30am–9:00am 9:00am–10:00am 10:00am–10:30pm 10:30am–12:00pm 12:00pm–1:00pm 1:00pm–2:00pm 2:00pm–2:30pm 2:30pm–3:30pm 3:30pm–4:00pm 4:00pm–5:00pm 5:15pm-6:00pm 6:00pm–7:30pm |
Registration & Breakfast How and Why to Prepare Your Company from Day One for Due Diligence Networking Break Setting Your Company Up for Successful Due Diligence Working Lunch Navigating the Corporates or "Dancing with Elephants" Networking Break Partnership Deals - Which Ones are Worth Doing, Which Ones Aren't Networking Break Building Teams to Succeed Effective Communications for the Entrepreneur Networking Reception |
| 9:00am–9:30am 9:30am–10:45am 10:45am–11:15am 11:15am–12:15pm 12:15pm–1:15pm 1:15pm–2:15pm |
All About Astia The State of Venture and Angel Investment Networking Break Company Reviews Lunch Company Reviews |
This session will start with a recent funding success stories from entrepreneurs, investors and strategic partners. Entrepreneurs will be introduced to best practices for investor presentations with a focus on how to position your company as an attractive investment opportunity. Included in this session will be the essentials for presentations to angels, venture capitalists, strategic investors, potential partners and other investment sources. It will also cover key differences in presenting to strategic vs. financial investors.
Moderator:
Charlie Kemper, Principal, Kebo Capital
Panelists:
Toffer Grant, CEO/Founder, PEX Card
Beth Haggerty, CEO and Founder, Ology
Roy Rodenstein, Director of Business Planning / Co-Founder and ex-CEO of Going, AOL
It has been proven that entrepreneurs can be made. Raising capital and pursuing high growth is all knowable and learnable. What is the role of the founder in growing in to the entrpreneur leader. This session will focus on the key attributes of effective executive leadership and the importance of building lasting business relationships that lead to success:
• Confidence
• Networking (deliberate/effective networking)
• Decision making
• Execution
• Being comfortable with your role as leader/having fun!
Moderator:
Gil Beyda, Managing Partner, Genacast Ventures
Panelists:
Charles Foley, Chairman, CEO, TimeSight Systems
Dina Kaplan, Co-Founder, blip.tv
Jeff Stewart, ex-CEO, Urgent Group
With the realities of today's market this panel will provide a candid perspective of the alternative sources of funds as well as a discussion of the different types of investors, process, typical deal terms, preference structures, valuations and provide tips on how to successfully negotiate terms in the current economic environment. The panel will also discuss non-equity financing options, including venture debt and A/R financing, and will address the implications of insider rounds, bridge financing and down rounds & recapitalizations.
Moderator:
Sherri Williams, Principal, Montgomery and Co
Panelists:
Kyle Harris, Managing Director, Liquidity Works
Michael Moretti, Senior VP, Silicon Valley Bank
Pravina Raghavan, District Director, Small Business Administration
Entrepreneurs will gain an understanding of the best practices for investor presentations with a focus on how to articulate your company as an attractive investment opportunity. Included in this session will be the essentials for presentations to angels, venture capitalists and strategic investors.
Facilitator:
David S. Rose, Managing Principal, Rose Tech Ventures/NY Angels/Angelsoft
This session will help entrepreneurs gain a fundamental understanding of how investors evaluate investment opportunities; how they evaluate the structure of a company, the team, the market opportunity, IP and the business model.
Panelists:
Matt Harris, Managing General Partner, Village Ventures
Jalak Jobanputra, Senior Vice President, New York City Investment Fund
Nancy Pedot, Former CEO of Gymboree, Goldenseeds, Golden Seeds
Entrepreneurs will learn to view the inherent risks within their business as seen by a potential investor or strategic partner. Risk elements include: founder, market, competitor, timing, financing, marketing, distribution, technology, products, hiring.
Moderator:
Kylie Sachs, Partner, Ascend Venture Group, LLC
Panelists:
Thatcher Bell, Principal, DFJ Gotham Ventures
Chris Fralic, Managing Partner, First Round Capital
Amish Jani, Managing Director, First Mark Capital, LLC
Financials are essential to both a successful business and fundraising. This session will prepare the entrepreneur for the first and subsequent meetings with investors. Participants will learn the terms and skills needed to create a defensible financial picture of the company helping them to better articulate and defend the business model and strategy.
Facilitators:
Deb LaBudde, Managing General Partner, ENVOI Ventures
Vanessa Wilson Golden Seeds
From how to structure your business as the most tax efficient investment vehicle to R&D tax credits, this interactive workshop will ensure that the entrepreneur is tasked with the key tax essentials. Led by tax specialists, the workshop will also include important tax housekeeping items and the importance of correctly implemented share schemes to incentivise management. Through case studies, entrepreneurs will leave being tax aware.
Facilitators:
Bridget Klein, Tax Partner, BDO
Bob Pedersen, International Tax Consulting Group - Practice Leader, BDO
Through examples, the panelists of investors will highlight common mistakes in the formation and structure of companies and the failure to anticipate the due diligence process. You will learn the foundation needed to build a successful high growth company, including managing data and records with the future in mind. The panelists will also discuss the importance of working with your team and advisors and building a long term relationship between the investor, CEO and founders.
Moderator:
Lori Smith, Partner, Sedgwick
Panelists:
Seth Frader-Thompson, CEO, EnergyHub
Brian Hirsch, Managing Director, Greenhill SAVP
Katherine O'Neill, Executive Director, Jumpstart NJ
Ryan Ziegler, Principal, Edison Ventures
Entrepreneurs need to prepare for the standard questions and have specific company documents readily accessible for the due diligence process. This will be a working session with a standard due diligence check list to identify the process and the necessary components. The workshop will be run by a legal professional with in-depth experience of managing the due diligence process on behalf of their investor and company clients.
Facilitator:
Alison Newman, Partner, Cooley
This roundtable will help the entrepreneur identify opportunities and successfully navigate the maze of the multinational corporate structure to win them as customers, strategic partners and potential acquirers. Panelists will include corporate executives and corporate innovation teams and will offer a rare opportunity for the entrepreneur to engage with the key people influencing decisions today.
Moderator:
Lisa Weiss, Partner, Sonnenschein
Panelists:
Andrew Cleland, Executive Director, Time Warner Investments
John McClelland, Principal Partner Advisor, Microsoft
Mike Smith, Vice President, Corporate Development, AOL
Scott Wolfgang, Director, Strategic Investments, Hearst Interactive Media
Strategic partnerships and collaborations present themselves during the development of business. This session will delve into the strategic pursuit of potential partners and collaborators. Experts from the business development, venture and banking world weigh in on this critical topic.
Facilitator:
Maia Benson, Sr. Dir of Strategic Alliances, ClicKable
Camilla Cho, VP, Business Development, Outside.in
This session will focus on the key attributes of effective executive leadership and the importance of building lasting business relationships that lead to success.
This session will also incorporate the decision-making steps to consider when building out the executive team and advisory teams and will review the value and importance of including previous experience, skills and talents, and economic/business credibility, commitment, and diversity
Facilitators:
Divya Gugnani, CEO, Behind the Burner
Sara Holoubek, CEO, Luminary Labs
In today’s complex world of communication, PR opportunities are endless. However, every entrepreneur should adopt a strategic and informed approach. This workshop will not only discuss what every entrepreneur should be thinking about in relation to PR and marketing but, importantly, when and how.
Facilitators:
Kim Miller, Managing Partner, Tier One Partners
Kathy Wilson, Managing Partner, Tier One Partners
Introduction to final day, highlights from the week and call to action for the entrepreneurs and their advisory teams. This interactive session with seasoned Astia Advisors and entrepreneurs will discuss values and benefits to be garnered from work with the Astia Advisors, how to build the relationship and work together and how to approach the Advisory Program and beyond.
Facilitator:
Katie Nittler, COO, Astia
Entrepreneurs will hear directly from local investors about what is getting funded today, what are typical terms and what can the entrepreneur expect when fundraising in today’s market. Conversations will be led by VCs, Angels and Corporate Business Development experts and moderated by a seasoned venture capitalist and investor active in negotiating in the current business climate for startups.
Moderator:
Jeanne Sullivan, General Partner, StarVest Partners
Panelists:
Brian Cohen, Vice Chairman, Board of Directors, New York Angels
Bob Greene, Co-Founder, Contour Venture Partners
Stephanie Hanbury-Brown, Founder and Managing Director, Golden Seeds Fund
Peg Jackson, Managing Partner, Cava Capital
F. Morgan Rodd, General Partner, Milestone Venture Partners