Startup Business Conference San Jose & WebcastDec. 11, 2014

Dec.

11–

San

Jose

& W

ebca

st

03:00

Overview:A startup begins with a great idea, but seasoned entrepreneurs and CPAs know that after the great idea comes the challenges of building a successful business. From patent issues to payroll taxes, business owners and the accounting professionals who advise them need to know more than just how to positively impact the bottom line. Funding options, employment issues and selecting the right business advisers are only a few of the hot topics that will be covered at the 2014 Startup Business Conference. Designed to meet the needs of both business owners and the professionals who partner with them, you won’t want to miss learning the secrets to success in the world of startups.

Designed for: CPAs, attorneys and other business and financial professionals who specialize in helping startup businesses grow. Early- to mid-stage entrepreneurs, new business owners, incubators and founders who want to take their business to the next level.

Credit Information:CPE: 8 Hours

Level: Update

CONFERENCE OVERVIEW

Welcome and Introductions

Opening Keynote: The Economy of Startups and Your Future Role

From Kickstarter to IPO: Securing the Right Capital for Your Company

Break

From Employee One to One Hundred

Lunch (sit-down lunch provided)

Identifying, Utilizing and Leveraging Key Resources

Networking Break

Executing Your Strategy from Startup to Ramp Up

Closing Keynote: Execution: The Most Important Part

Networking Reception

Adjourn

AGENDA {AT-A-GLANCE}08:30

08:35

09:15

10:45

12:00

01:00

02:30

10:30

04:15

06:00

05:15

STARTUP BUSINESS CONFERENCEDEC. 11 DOUBLETREE HOTEL SAN JOSE & WEBCAST

Daniel D. Morris, CPA, CGMAMorris + D’Angelo Conference Chair

Michael ArklindSensiba San Filippo LLP

Chris Davis, Esq.Royse Law Firm, P.C.

Yunice L. FongIndependent Consultant

Yvonne Fu, CPABurr Pilger Mayer, Inc.

Brewster A. Gray, CPA, CGMAGray Salt & Associates LLP

George C. Paulsen, CPAHood & Strong LLP

Mark Sheffield, CPAAbbott Stringham & Lynch

Conference Planning Committee

Yunice L. FongIndependent Consultant

DoubleTree Hotel 2050 Gateway PlaceSan Jose, CA 95110

08:30

08:35

10:30

09:15

05:15

Welcome and Introductions

Daniel D. Morris, CPA, CGMA Morris + D’AngeloConference Chair

Opening Keynote: The Economy of Startups and Your Future Role From Facebook to airbnb, the economic impact of startups is apparent to even the most casual observer. Whether you’re planning to enter this business with a buyout exit plan or devote yourself to a career in startups, you need a strategy. Examine your potential role in the economy of startups during this engaging session.

Judy KopaVice President, Global Financial Planning & Analysis(Cloud Business Unit)SAP

From Kickstarter to IPO: Securing the Right Capital for Your CompanyEvery business requires capital, but how do you determine which funding option is best for you? This session will begin with the pros of cons of different sources, progress through valuation and finish with risk management. It will ensure that you feel confident when selecting a funding option or advising clients on this critical decision.

Faisal Jeddy Partner, Technical Accounting and Financial ReportingSOA Projects

Roger Royse, Esq.Royse Law Firm, P.C.

Ephraim LindenbaumManaging DirectorAdvance Ventures

{Break}

From Employee One to One HundredExplore practical approaches for dealing with a quickly growing staff. This trio of experts will address recruitment and retention, competitive compensation and team building.

Sepi Ghiasvand, Esq.Landrum & Company, Inc.

Gary JinksFounderSouth Valley Angels

Michael WebbMarket ManagerKimco/Mediquest Staffing Services, Inc.

Lunch (plated lunch provided)

Identifying, Utilizing and Leveraging Key ResourcesSelecting the best business advisers to achieve your business goals is a critical element of success. The panel will discuss referral sources, choosing advisors, entry points, knowledge leaders and more.

MODERATOR

Daniel D. Morris, CPA, CGMAMorris + D’Angelo

PANELISTS

James C. Chapman, Esq.Bingham McCutchen, LLP

Mark Sheffield, CPAAbbott Stringham & Lynch

Canice WuPartnerF50

Networking Break

Executing Your Strategy from Startup to Ramp UpThere are many complex issues facing a growing business. Be sure you know what to do when faced with intellectual property issues, international regulations, scalability, business plans and more. Additionally, gain a basic understanding of how to develop a tax strategy to best meet your business goals.

Robert B. Dellenbach, Esq.Dellenbach Venture Counsel

Yvonne Fu, CPABurr Pilger Mayer, Inc.

Christopher Marston, Esq.Chief Executive OfficerExemplar Companies, Inc.

Closing Keynote: Execution: The Most Important Part*Learn what execution means in the context of a startup, how it connects to building your team, funding your company and getting your product ready for your customers while managing risk. Plus, explore adapting to changes in your market segment, getting actionable feedback from your customers, choosing the right metrics and more. *Except for all the other parts.

Kurt SussmanPresidentMerlot Research Group, Inc.

Networking Reception

{Adjourn}

10:45

02:30

01:00

03:00

Michael WebbMarket ManagerKimco/Mediquest Staffing Services, Inc.

Lunch (plated lunch provided)Lunch (plated lunch provided)

04:15

12:00

06:00

ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066

Phone (800) 922-5272Fax (888) 868-8558Web calcpa.org

Event Pricing$195

Conference RegistrationDec. 11 // San JoseEvent Code 5142930A

Dec. 11 // WebcastEvent Code 5142930B

Discount ProgramsSave hundreds with Value-Priced Education (VPE) and Coupons.

VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 10 $2,495 CalCPA Member

Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount

Materials for this conference are provided in PDF format. You will

receive an email which contains a link for accessing the materials at least three days before the conference.

Registration PolicyAll registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.

Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org

CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a

sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.

REGISTRATION INFORMATIONREGISTER ONLINE calcpa.org/Startup14