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Building a Financial Foundation – A Blueprint for Taking the Right First Steps
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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