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| Building a Financial Foundation – A Blueprint for Taking the Right First Steps |
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TBD
Agenda
| 9:00am - 9:30am |
Registration & Networking |
| 9:30am - 10:30am |
Presentation & Q&A |
Overview
With increased pressure to deliver value efficiently and effectively, startups need all the help they can get. Accurate, comprehensive operational management from the start is a crucial first step to the success of any business. Join us for a one hour interactive session on how you can best manage your operations resulting in maximum time spent on value creation and minimum time spent on developing and maintaining back-end policies, procedures and operational infrastructure.
In this session, you will learn:
- Tricks & tips in finance, accounting, HR, employee benefits and more
- Recommendations for leveraging desktop and cloud-based technology solutions such as Xero, inDinero, ADT, Expensify, Zuora, Coupa, and more
- Outsourcing vs. In-House Operations
Registration*
Regular Price: $25
Partners' Network: $20
*On-site Registration: add $10 to the above. Space is limited for this event, so early pre-registration is recommended.
Who Should Attend
- Founders / Entrepreneurs
- Newly founded corporations who find themselves overwhelmed with operational requirements
- Rapidly growing start-up companies who can benefit from the part-time assistance and financial advice of senior level financial executives.
- A small business requiring short-term support such as budget planning, audit preparation, finding office space, creation of benefit & incentive programs, or preparation for lay-offs
- A foreign company establishing an office in the U.S.
Speakers
Jeff Burkland, CEO (Part-Time CFO for Start-Ups), Burkland Associates
Justin Roberts, Managing Director, BayPoint Benefits
Brian Hassan, Managing Director, BayPoint Benefits
Venue
San Jose BioCenter
5941 Optical Ct
San Jose, CA 95138
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