Operating Issues for Management
— Mark
White of White & Lee LLP.
A series of hypotheticals and
model answers for management in emerging-growth
companies.
Financial Advisory
Panel
a) Business Checklist.
— Gary Price of Ireland,
SanFilippo, LLP.
Installing a financial accounting system,
software tools, monthly and year-end bookkeeping, auditing
practices and costs.
b) Order
Processing System for Managing Information on Sales of Software
Products.
— Donald E. Pugh of Sandon
Associates.
Early-stage planning and establishing an order
control system for software sales.
Marketing Strategies for the Startup
—
Cynthia Typaldos of Golfweb.
High impact early-stage self
promotion and product introduction
strategies.
Employee Benefits/Human
Resource Panel
a) How to
get Your Company Benefits Plan in place Without going
Bananas.
— Marsha Black of Black & Associates.
A
review of early stage incentive and pension planning
alternatives.
b) Competitive Staffing - Things to Consider.
—
Michael Roberto of The Lydian Group
Outsource staffing in
competitive industries.
Experiences of an Entrepreneur
—
Michael McNamara of Silicon Sorcery
War-stories from a
successful start-up in the EDA industry.
Back to
top
The
Capital Funding Process and Documentation
— Mark
White of White & Lee LLP
A general review of the VC funding
process, legal documents and issues.
Business ValuationTechniques and
Negotiation
— Mohamed Poonja of Poonja &
Co.
Examples of valuation techniques, variables, and points of
negotiation for newly-formedand more mature technology companies
seeking financing.
Venture Capital Panel: The
Ideal VC Investment
a) Venture Capital Overview
— Thad Whalen of
Aspen Ventures
b) Financing Startup Ventures
— Wade Woodson of
Sigma Partners.
Topics included getting introductions,
presenting the company, setting valuation and conducting
negotiations.
Stories from the Battlefield
— Sabeer
Bhatia of HoTMaiL Corporation.
Presentation on HoTMaiL's
successful completion of its Series A and B Preferred Stock
venture-backed funding.
Bank
Financing for Technology Startups
— Douglas Hamilton
of Silicon Valley Bank
A review of Silicon Valley Bank's
lending requirements for technology start-ups as an alternative to
equity investment.
back to
top
A Roadmap
for International Joint Ventures and Strategic
Investments
— Mark White of White & Lee LLP.
Doing Business In The Pacific Rim
—
Jack Robinson of Astounding Technologies
Introduction to local
business customs, corporate partnering and marketable products and
services in the Pacific Rim.
Doing Business in Europe
— Edouard Efira of
Ilog, Inc.
Issues relating to the requirements for working
within the EEC, hiring of European nationals and how to establish
a business presence in Europe.
What Works and What
Doesn't
— Stanley Jungleib of Seer
Systems,Inc.
Topics include when companies look for outside
development; how they identify development partners; what business
models make sense; what level of control do they exercise;
ownership and support issues. (Sorry, no paper
available.)
On the Fast Track to
Success
— David Young of The Information Refinery
An
introduction to the fast-growing company, how to make it grow and
how to control success. (Sorry, no paper
available.)
Dancing with Giants
— Ed Colligan, VP
of Marketing of Palm Computing
A review of the Palm acquisition
by U.S. Robotics - issues in valuation, corporate autonomy, and
assuring source of working capital for continued growth of
acquired company.
Back to
top
Tax and
Legal Issues in Structuring Mergers and
Acquisitions
— Mark White of White & Lee
LLP.
Preparing For and Pulling Off a U.S. Initial Public
Offering
— Mark Tanoury of Cooley Godward, Castro,
Huddleson & Tatum - Menlo Park.
Finding and Engaging an Investment Banking
Firm
— Socrates Jimenez of Sutro & Co., Inc. -
Los Angeles.
Alternative financings on
the Nasdaq, AMEX and New York Stock Exchanges
a) An
Introduction to the Nasdaq Stock Exchange.
— Bruce Krogstad
of Nasdaq Stock Exchange - Menlo Park.
b) An
Introduction to the American Exchange and the New York Stock
Exchange.
— Howard Eisen of Spear, Leeds & Kellogg -
New York.
Stories from the Battlefield: A Company
Perspective
— Richard Heddleson, CFO of DBStar, Inc.
- San Francisco.
