FINANCE YOUR BUSINESS SUMMIT

Fund & Fuel Your Dreams...

THANK YOU FOR ATTENDING THE FINANCE YOUR BUSINESS SUMMIT

SAN RAFAEL COMMUNITY CENTER JUNE 13, 5-8 pm.

The Finance Your Business Summit is Marin’s largest, most comprehensive gathering of small-mid size business leaders and funders, designed to connect businesses with the right financing options at whatever stage they are at in their evolution, from start-up to maturity. See the schedule here.

This summit will present speakers on both sides  — those who fund, and those who have gotten funding — together in the same conversation in order to create a richer experience with deeper dives which will include Q&A from the audience. A wide range of local funding leaders and information sources will be available to serve ventures in the idea and start up stages, such as founder’s funds (savings, lines of credit, credit cards), friends and family funding. For early stage and expansion stages, the summit covers loans, lines of credit, online lending, micro-lending and crowdfunding. For high growth ventures, we introduce angel investors, venture capital and IPOs and how to prepare and attract investors on attractive terms.

For small business leaders and entrepreneurs:

  • Connect with fund sources based on your needs and stage
  • Learn and connect with experts on bank and online lending, micro-loans, crowdfunding, debt-based
  • Learn how to raise equity funding through angels, crowdfunding, friends & family and venture capital, on your own terms
  • Interact with experts & peers through workshops on financing

For Financial Service Providers & Sponsors:

  • Connect with 200-300 small-mid sized business owners and executives
  • Opportunity to increase positive word of mouth, brand awareness and the local business community’s financial literacy.
  • Identify and attract the right business owners and executives based on stage of growth, financing amount needed, services and relationship fit. 
  • Connect with potential business-business and channel/reseller partners, such as complementary lenders or investors, financial advisors, legal, tax and accounting professionals.


PROGRAM

SCHEDULE

5p - 5:30:  Check-in, networking, exhibitor showcase. Table sponsors covering a wide range of financing services and sources such as loans, lines of credit, community development financial institutions, micro and online lending, crowdfunding, community banks and credit unions, angel networks and venture capital.

5:30 - 6:15WelcomeEconomic Outlook and Entrepreneur Panel. The role of and outlook for entrepreneurship in Marin. Panel of successful entrepreneurs experienced in startup to scale to investor payout, and in a wide range of debt and equity options as they evolved their businesses.

  • Chris Yalonis, Alejandro Moreno, VenturePad Cofounders and conference chairs.
  • Damon Connolly, President, Marin Board of Supervisors.
  • Steve Fox, CFO at EO Products.
  • Lisa Tamayo, CEO at Scollar, former North Bay Angel board member.
  • Russ Holdstein, angel investor in StubHub, Zillow (Trulia), HotelTonight, Ask.com, Canary, Wheelhouse

WORKSHOPS on financing options for various stages of a business: idea and start-up, growth and expansion, stability and maturity:

6:20-7p: Financing 101 Workshop. For neophytes new to business finance; what are the basics, the terms, the pros and cons of various options and what sources are right for your company.

  •  Laurie O'Hara, Director at Working Solutions.
stage funding.jpg

6:20-7p: Idea & Start-up stage Workshop.  For entrepreneurs who want to to bring their idea to market, and optimize the best use of founders' savings, credit cards, friends and family funds, guerrilla financing and bootstrapping your early stage company to meet cash flow needs.

  • Paul Bozzo, startup finance expert, principal at 10x. 

7:10-7:45p: Early Stage Workshop (post revenue-existing products in market): in addition to prior phase fund sources, add banks, credit unions, micro lenders, crowdsourcing platforms, incubators/accelerators, angels and VCs; what do they look for and how to negotiate and conduct business with them. Also covered will be non-traditional sources such as internal capital raising, customer funding, accelerating sales.

  • Jenny Kassan, investor, finance innovator, author of Raise Capital On Your Own Terms. 

7:10-7:45p: Expansion & Maturity Workshop: This is for businesses in market for several years, scaling product offerings, distribution and marketing. How do they best prepare, attract and close an equity funding and carry out a cash-out strategy, including management buy-back, ESOP, IPO and acquisition.

  • Lili Balfour, founder of Atelier Advisors, mergers and acquisitions expert. 

7:45 - 8:30p: Networking, exhibitor showcase, and reception! Appetizers and beverages provided.

To buy tickets, click here.
To be a sponsor, click here.