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Finance [clear filter]
Monday, May 14
 

10:00am

Open Book Management: StickerGiant's All Hands On-deck Philosophy to Running Your Business
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

At StickerGiant, we run our business using a system called Open Book Management. We learned it from the fine folks at Zingerman’s in Ann Arbor, Michigan in 2012. In addition to this philosophy of running our business we have implemented a system called the Entrepreneurial Operating System (EOS) by Gino Wickman. Open Book is how we keep score, and EOS is how we leverage the data to give the employees and management team a structure to make positive change.

The system of Open Book Management states that the entire staff—yes, everybody— participates in planning, reporting, and managing the Key Performance Indicators (KPIs) we use to run the business and make decisions. Everyone in the organization is involved and responsible for the financial success of the company.

Speakers
avatar for John Fischer

John Fischer

Founder, StickerGiant
John Fischer is a e-commerce veteran and a Top 25 Small Company award recipient from Forbes, called; Small Giants. StickerGiant has also been named a Top 5 large employer in the Denver metro area. He has executed many successful web launches and now focuses on his ultimate niche... Read More →


Monday May 14, 2018 10:00am - 10:50am
Galvanize (Half - B) 1023 Walnut St., Boulder, CO 80302

5:00pm

Benefits for your Future: Choosing and Implementing Retirement Plans for your Startup Employees
Limited Capacity seats available

A startups guide on how to start and optimize retirement plans for employee recruitment and retention - an overview of the common retirement plans for startups along with how to determine which one might fit best (SIMPLE IRA, SEP IRA, 401k) and how to present plans to prospective and current employees to fully display the features and benefits of the plan and why the company cares about the employees and their future.

Speakers
avatar for Dan Corbett

Dan Corbett

Financial Advisor, Baird
Dan has lived in Boulder since 2006 and loves casting fly rods, riding bikes, and strapping on cross country skis.During work hours Dan partners with Baird's Retirement Plan Consulting Team to help companies of any size establish and maintain a retirement program, including 401(k... Read More →


Monday May 14, 2018 5:00pm - 5:50pm
Highland City Club 885 Arapahoe Ave, Boulder, CO 80302
 
Wednesday, May 16
 

12:00pm

Personal Financial Planning for Entrepreneurs
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Entrepreneurs are often preoccupied with the financial aspects of their businesses and often overlook how intrinsically related their own personal finances are to those of the business. This session will help you gain a better understanding of your personal financial situation and how that relates to your business. we'll meet with personal financial planning, estate planning, and tax planning experts for a panel discussion.

About our experts

Gina Weinberger

Weinberger Law, LLC focuses on estate planning, probate, and real estate law – areas touching the core of people’s lives. Attorney Gina Weinberger provides relationship-driven legal counsel in a professional and direct manner. She is a member of the Colorado Bar Association, Boulder Bar Association, Boulder County Estate Planning Council, and the Boulder Area Rental Housing Association. On the weekends you might find Gina – with her husband Chris and their dog Roux – exploring the outdoors or visiting a local brewery.

ginaweinbergerlaw.com

Boulder, CO

Alicia Utley

As an Enrolled Agent, I represent clients in the areas of tax preparation, tax planning, tax resolution and tax audits. I prepare tax returns for individuals, Corporations, LLCs, Partnerships, Non-Profits, Trusts, Estates and more. I also prepare quarterly and annual returns for small employers as well as Sales and Use tax returns. I assist clients who are creating a new business with choosing the right type of entity. I work mostly with LLCs, Corporations, S-Corporations, Non-Profit Corporations and Sole Proprietorships. After creating your new entity, I assist with setting up your accounting system and make sure you are on track for your taxes. I represent clients who have been audited by the IRS or Department of Revenue. I represent clients who owe back taxes, including income tax, employment tax and sales tax. These remedies include a reasonable payment arrangement, non-collectible status or a compromise of your balance.

infinite-tax.com

Boulder, CO

Martha J. Wichman

As an independent insurance advisor specializing in life, long term care, and disability lines, I strive to provide my clients with the best possible approach to obtaining insurance. For more than 10 years as an insurance producer, and more than 14 years in the Estate Planning legal landscape, I have seen the benefits of planning come to fruition for many clients over the years. I have worked alongside Estate Planning Attorneys, CPA’s, Financial Advisors, and other Insurance Professionals, helping families and business owners retain their ‘Dignity of Control,’ over their legal, financial, and personal well-being. I especially enjoy being an advocate for my clients while navigating the ever changing insurance marketplace, working with more than thirty top rated insurance carriers. I work for the benefit of my clients, not that of any particular insurance company. Let’s make a plan and explore the options that suit your needs.

giftofloveinsurance.com

Longmont, CO


Speakers
avatar for Adriana Sodja

Adriana Sodja

Founder, Avva Financial
Money coaching as an employee benefit.


Wednesday May 16, 2018 12:00pm - 12:50pm
Galvanize (Half - B) 1023 Walnut St., Boulder, CO 80302
 
Thursday, May 17
 

9:00am

The ABC's of the I.R.S. in 2018 for Entrepreneurs, Start-Ups and Small Business Owners
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Taxes touch everyone, and entrepreneurs especially. Many entrepreneurs are surprised to learn that their new business enterprise is subject to thousands of pages of code sections and regulations and a multitude of government forms which must be completed in order to comply with IRS payment and reporting requirements. Gaining an understanding of the tax obligations you have as an entrepreneur and how to get the most out of the tax benefits that may be available to you is fundamental to financial success. Addressing compliance with reporting requirements to implementing tax benefits, maximizing cash flow and incorporating the best entity structure to ensure growth and expansion opportunities, this 2018 tax reform presentation illustrates the many changes entrepreneurs and startups need to know.

ABOUT THE PRESENTERS

Susan A. Berson is an award winning attorney and recognized resource on tax law. The author of four financial books, including the treatise, Federal Tax Litigation, she began her career representing the IRS, as an attorney with the United States Department of Justice, Tax Division, in Washington, D.C.  The recipient of several awards and honors for her legal skills, Susan is nationally recognized for her insightful analysis and practical advice in financial, tax and business matters. Susan Berson helps entrepreneurs and startups achieve compliance with tax laws while taking advantage of the tax benefits and planning opportunities that exist in the new landscape of taxation. She is also a certified mediator, and holds leadership roles in several professional and community organizations. Her full bio can be found at: banktaxlaw.com. A co-founder of Berson Law Group, she understands first-hand the many hats business owners must wear. She practices law with her husband, Dave, who is also her law partner and co-founder of their firm.

Dave Berson is an attorney with over 27 years of experience in business, securities and banking law. He assists startup companies in their formation and capital raises. He also assists blockchain and cryptocurrency companies with their securities, tax and money transmitter regulatory issues.  Dave maintains an informational website on cryptocurrency law at blockchainlawguide.com.

Berson Law Group LLP (banktaxlaw.com) offers legal services and consultations to entrepreneurs, startups and established businesses.  Susan and Dave have more than a decade working together helping entrepreneurs navigate complex corporate, securities and tax laws to achieve their financial goals.   They assist their clients with startup company formation, business contracts, employment agreements, securities offerings, and mergers and acquisitions.  They also assist their clients in handling IRS and state tax issues, Department of Labor wage and hour audits, tax planning for maximizing benefits while achieving regulatory compliance, and even mediating the occasional internal conflicts which can occur among co-owners, partners and board members.

Speakers
avatar for Susan Berson

Susan Berson

Partner, Berson Law Group LLP
Vetting new business ventures through the tax code lens is my kind of professional fun. I help entrepreneurs, innovators, startups and small business owners understand their tax obligations, and navigate how best to make use of the tax benefits that may be available to them in the... Read More →
avatar for Dave Berson

Dave Berson

Partner, Berson Law Group LLP



Thursday May 17, 2018 9:00am - 9:50am
Highland City Club 885 Arapahoe Ave, Boulder, CO 80302

6:00pm

Papering the Deal: The Mechanics of Convertible Notes and Preferred Stock
Limited Capacity seats available

Good news! Your startup has 2 investment proposals. One's offering a convertible debt investment. The other's offering to buy preferred stock. They're sending Term Sheets and want a fast answer. How do you choose? The preferred stock deal is permanent equity. The convertible note postpones a company valuation and may help you obtain more per share later after you've used the investor's money to build your business. The "devil is in the details" with term sheets. What are the pitfalls and tricks? The pros and cons of each provision? What's standard? What should you try to change and why? A good deal can lead to success. A bad deal will dilute your ownership to almost nothing. We'll discuss how to come out on top!

Speakers
avatar for Jack Donenfeld

Jack Donenfeld

General Counsel, Boomtown Accelerator
Jack A. Donenfeld is a securities lawyer. He and his firm, Donenfeld Law, serve start-up and emerging businesses, venture capital and private equity groups, investors and securities broker-dealers. He is a co-founder and partner in the Boomtown Startup Accelerator in Boulder, for... Read More →


Thursday May 17, 2018 6:00pm - 6:50pm
Riverside 1724 Broadway, Boulder, CO 80302
 
Friday, May 18
 

2:00pm

BSW's Next Top (Financial) Model (Good looks preferred but not required ; )
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Got an awesome idea and wondering whether it’s going to make money? Running a business and want to base your decisions on hard data rather than gut feel? Want to take your already successful business to the next level?

The people from Simple Startup (Boulder-based finance and accounting firm for startups) will teach you how to run a simple but effective financial analysis that will act as your guiding light as you start/grow your business.

Leave this workshop with a basic financial model (aka an excel sheet that adds up all the different inputs and outputs) and work out whether your idea is the Next. Big. Thing. (Or even whether it will provide a nice income into the future) or how you’re going to take your current business to the next level.

Bring your laptop!

Speakers
avatar for Lorne Noble

Lorne Noble

Founder & CEO, Simple Startup
Lorne loves finance so you don’t have to (seriously, he plays with Excel sheets on vacation!) He spent 12 years in corporate London as an investment analyst then made the jump to Boulder, Colorado to act as finance mentor to high impact companies at The Unreasonable Institute, Girl... Read More →


Friday May 18, 2018 2:00pm - 2:50pm
Highland City Club 885 Arapahoe Ave, Boulder, CO 80302
 


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