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Debt Financing Options for Startups
A "How to Workshop" for CEOs, Founders
and other small business owners to secure non-venture
financing to aid their organization's growth strategy
with experts in Debt financing
May 14, 2008 9 AM to 11:30 AM - Registrations start
at 8:30 AM
Location :
3100
Zinfandel Drive, 5th floor, ZINFANDEL DRIVE,
RANCHO CORDOVA
No walk-ins - You must pre-register before May
12, 2008
for this event. Pre-register and save $20. Only two more
spots left
Good
financing is an essential part of running a business. If
you are running a business, that needs capital to expand
or have been wondering about securing a SBA loan or
another type of debt financing, this is an event you
cannot afford to miss.
With inside information from the people behind the
scenes, this panel will give insight into the strategy
and tactics business owners can undertake to take
advantage of creative, debt financing options available
to them. You’ll
receiving a handbook covering these various options at
the seminar.
The workshop will cover:
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Debt financing alphabet soup – LT debt vs ST debt,
Asset based financing, PO Financing, Line of
Credit, Letter of Credit
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SBA Loans– WHO/WHEN/WHY/HOW
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How
can pre-revenue startups secure
SBA loans?
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How do you combine
Angel Rounds and Debt financing
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Business Plan and Financials – What are they looking
for?
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Choosing lenders, Managing Costs & Practical
Considerations
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Process – What you can expect and when?
Download a
PDF of this event here
Experts who will train you include:
Jim O'Neal - US Small Business Administration,
Sacramento District Director Jim O’Neal is
the District Director of the U.S. Small Business
Administration (SBA) office in Sacramento California and
is responsible for the delivery of SBA services in a 21
county area in northern California. The United States
Small Business Administration provides technical
assistance in conjunction with local resource partners
and operates a loan guarantee program with lenders
nationwide to support and develop small businesses. He
was appointed to this position on August 30, 1998.
The Sacramento District has seen continuous growth in
both our technical assistance and loan guarantees over
the last 5 years. We have counseled and trained over
100,000 business owners and provided loan guarantees to
6,000 businesses for a total exceeding 1 billion
dollars. In the recently completed fiscal year 2007, the
district set a record in both number of loan guarantees
and dollar amount. We provided access to capital to 1500
businesses for a total dollar amount of 410 million
dollars. O’Neal is a graduate of Wayland College and the
University of South Carolina masters program.
Mike Rizzo - VP, Business Development, Five Star Bank
Mike Rizzo is the driving force behind the bank’s focus
on Venture Banking. With 20 years of experience in the
industry, Mike’s focus is on venture funded and angel
funded companies in technology, life sciences and clean
energy. Mike is a graduate of Sacramento State with a
degree in finance and is currently enrolled in the
Pacific Coast Banking School Management Institute
through the University of Washington in Seattle. He is
a board member of SARTA, and is involved in several
other groups in the capital region that support the
emerging markets. Mike enjoys helping clients realize
their envisioned success.
Julie Morris - CFO, Marrone Organic Innovations
Julie Morris is the Chief Financial Officer for Marrone
Organic Innovations and has more than 15 years of senior
management experience in high technology organizations
with expertise in financial valuation, forecasting, due
diligence, deal structure and integration planning for a
variety of strategic relationships. Julie has direct
experience as a customer in dealing with many forms of
debt transactions including convertible debt, venture
lending, bank lending and other forms of lending Prior
to her current role, she worked at Agilent Technologies,
Inc., Palo Alto, CA from 99 to 2006, as Senior Manager,
Corporate Development where she managed all aspects of
strategic transactions including equity investments,
acquisitions, joint ventures and divestitures and before
that with HP in various capacities. Julie has a Masters
in Business Administration, with First Year Honors, from
the Harvard Graduate School of Business Administration
and a BS degree with Honors from UC Berkeley in
Electrical Engineering and Computer Science with
emphasis on Bioelectronics.
Tony O”Donnell, CPA, Senior Manager, Moss Adams
LLP
Tony has over 14 year experience providing accounting
and advisory services to publicly traded and
closely-held technology and manufacturing and
distribution industry clients. He manages all phases of
assurance related engagements from planning, scoping and
supervision to report review. He is experienced in SEC
reporting, performing due diligence and mergers and
acquisitions procedures, and consulting services in
connection with internal controls. Tony is a member of
the Firm’s Technology group. Tony is a California
State University, Sacramento graduate and obtained a
masters degree with honors from California State
University, Chico.
Registration - Members - $49, Non-Members - $89-$109
Substitutions allowed until May 12, 2008.
TechCoire Members : $49 - Note - You must be a
2008 member to take advantage of this rate.
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