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Coffee & Conversation

  Hear from three Angel Investors as they share their experience being part of AngelCon 2020. An angel investor (also known as a private investor, seed investor or angel funder) is a high-net-worth individual who provides financial backing for small startups or entrepreneurs, typically in exchange for ownership equity in the company. While most people know AngelCon as a pitch competition that happens once a year, becoming an investor is a year-long training process that leads up to the main event. AngelCon 2020 investors Chad, Donica and Jolie will share what the process was like, what they seek in a startup and why they invested in Atlas Alpha. Q & A will be available for attendees. Register here.

Coffee & Conversation

Join us for coffee and hear from a great guest speaker! Katerina Axelsson CEO and Founder of Tastry, will share her entrepreneurial experiences and journey to creating a company in San Luis Obispo. Katerina, is a graduate of Cal Poly with a B.S. in Chemistry. While in school, she worked at a custom-crush facility and noticed that one of their batches imprinted with two different labels received drastically different industry scores: it was then that she knew there had to be a more science-based way to score wine. Thus, Tastry was born. Tastry is a sensory sciences company that uses advanced chemistry, machine learning and artificial intelligence to match consumers to products they will love

Free

Reimagine and Prepare for Q4 Webinar

As the biggest revenue-making quarter of the year approaches, we are bringing together experts in strategy and digital marketing to make sure your business is ready for the upcoming holiday season. 9:00 AM - 10:05am General Session 10:05 AM -10:10 AM - Break 10:10 AM -11:00 AM -  Industry Break Out Sessions This workshop is led by Lani Lott, expert consultant in economic revitalization and Steve Burnside, a digital marketing specialist. Lott will lay out the “Road Map to Prepare for the Holiday Season,” including customer outreach strategies and the importance of collaborating with fellow business owners. Burnside will discuss in-practice tools and platforms to digitally market strategies. Receive a valuable policy and regulation update from Downtown SLO and participate in breakout sessions, specific to your industry. Register at: https://bit.ly/cpsbdcwebinar

$10

QuickBooks Online (Intermediate)

QuickBooks Online (Intermediate) Training!  QuickBooks Intermediate is the second step in a three part workshop series. Learn how to manage and secure company files, list items, order and sell inventory and how to apply vendor discounts. Damon Watkins, Director of Finance and Operations for Cal Poly Center for Innovation and Entrepreneurship, will lead this webinar. 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.

$20

Coffee & Conversation

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.

QuickBooks Webinar: Tax Reporting

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.

$20

Coffee & Conversation

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.

Coffee & Conversation

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!

Free