Jenny Kassan, owner of Jenny Kassan Consulting, will join us this month to discuss business funding and ways to seek the right investors for your company. She will teach you the steps to get funding on your own terms, where to find investors, and how to confidently speak to them on behalf of your business. With 25 years of experience as an attorney and advisor for mission-driven enterprises, she is empowered by helping businesses achieve their maximum economic potential.
This is a hybrid event. Two ticket types are available (Zoom and In-Person). More information available on the registration page. QuickBooks Tax Reporting is the third step in a three part workshop series. Learn how to create and modify financial reports, handle records, and manipulate costs. QuickBooks Reporting lets you use your QuickBooks data to create interactive reports and gain better insight into your business. It quickly runs reports without sacrificing speed and performance for all QuickBooks users. Damon Watkins Director Of Finance And Operations at Cal Poly Corporation Damon Watkins is the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship. He is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures.
Trent Ellingsen, owner of Atlas Alpha and winner of AngelCon 2020, will join us this month to talk about his journey after winning $120K in equity investment. Trent launched Atlas Alpha in February 2019, Atlas leverages social networks into profitable marketplaces, fueled by forum experts through a proprietary Application Programming Interface (API) based solution. Atlas began their journey in the board game industry and to date and has over 125,000 monthly active users, resulting in $200,000 monthly sales for their partner retailers.
Jeff Bocan, Partner at Okpai Venture Capital, will share his expertise as a Venture Capital professional. Jeff is an 18-year V.C. veteran, executive in the technology industry, and serves as the deal lead for Okapi on several accounts including: WhiteFox Defense Technologies, TrackStreet, CloudKeyz, Nimble for Good, CLI Studios, Daasity and Trellis Research. He has also been an active angel investor, with his most notable involvement as one of two angels in Duo Security (acquired by Cisco for over $2B). Jeff will share his knowledge on what VC’s seek in a startup, how to know when your business is ready for funding, and what to expect in the process. Register for FREE here!
Steve Ehret, co-owner of Sandbox Marketing, will join us this month to share his experience in dealing with a sudden shut down of his business amid a pandemic, identifying a new opportunity, and pivoting his business to meet a new market demand. Generating tens of millions in revenue over a few short months, Steve has a wealth of knowledge, creativity, and a small business entrepreneurial spirit to share with you. This conversation will be moderated by Simon Arkell. Simon sits on the Cal Poly business school Dean’s Advisory Council and the President’s Committee. He is currently the co-founder and president of Deep Lens, a healthcare AI company focused on matching cancer patients to clinical trials. REGISTER HERE: https://ucmsbdc.ecenterdirect.com/events/13318
Facebook, Instagram, YouTube Learn how to plan and use Facebook and Instagram Advertising to increase your business’s online exposure. YouTube, the second largest search engine in the world, additionally has a vast array of untapped features for you to grow your business. Director of Development and Marketing at Clever Ducks, Steve Burnside will share his expertise in online marketing and social media strategy. Steve holds an MBA in strategic management and years of marketing industry experience. Click HERE to register.
Donica Forensich and Rolando Locci will join us this month to share their collective experience as legal and finance professionals. They will discuss stories of client success and failure, best practices and “do’s & don’ts” to help you make smart decisions early in the process and avoid common mistakes. This session is perfect for those starting their fundraising journey, either with investors or banks. Both new and existing businesses will benefit. Donica is the founding attorney at Vidya Law Group. Her impressive background includes 20 years of legal experience whose clients range from start-ups ready to incorporate and raise money, and established public companies that need assistance with commercial transactions. Rolando, a senior operations, strategy and financial planning consultant, offers a complete suite of CFO services to mid and small-sized companies through his firm, Rolando Locci Consultants. He has advised leaders at multi-billion-dollar corporations such as Hewlett Packard Enterprise, 3PAR, and Synopsys,as well as small businesses and startups. REGISTER HERE (Free)
Content Creation for SEO Come find out how Google works, on the inside. We will be taking a deep dive into the technical infrastructure that powers Google Search, Google Docs, Android, Google Cloud, and several other billion-user services. Digital Marketing expert, Steve Burnside, will be presenting material on an internal system called Borg, a predecessor to the Open Source Software: Kubernetes. This will show how Google Engineers get code into production efficiently, and scale it up to serve billions of customers. Click HERE to register.
This month we’ll be discussing the latest developments with the Paycheck Protection Program – with Tim Dossa, a Certified Public Accountant and acting Business Consulting Manager at Glenn Burdette. Topics will include both the Second Draw Loans and on the First Round Forgiveness fronts. In addition, we’ll explore the Employee Retention Credit and how it can be used along with the PPP loans. Tim Dossa is known for his ability to tackle a wide range of issues related to accounting, process improvement, automation, innovation, technology and change management; Tim brings over 19 years of experience with a Fortune Top 10 company to his current role. Click here to register.
Learn How to Set Up Your Company with QuickBooks Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements Buying: bills, bill payments, checks, bill payment stubs, and credit memos Inventory: purchase orders, receive items, adjust inventory Sales Taxes: set up, adjust, pay, and report sales taxes Damon Watkins is the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship. He is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures. He prides himself on having strong communication skills, and is accustomed to working with sensitive and confidential records, always protecting and maintaining confidentiality. CLICK HERE TO REGISTER
