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.
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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.
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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.
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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.
