Webinars and Workshops

Regardless of what stage of the business lifecycle your company is in, having clean books and an efficient tax structure is critical to understanding where you are and where you are going.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_ARuCNLMnROO4GZK8GIPUCQ

Why is the opportunity of "free" money so obscure? Who is eligible? What has changed to make it accessible? Understand how the process works to capture and utilize the credits. Understand the 4 Part test. Short and long term benefits to early stage companies.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_5GfTChtWScqMdEW-j8v5MA

We will review the terms negotiated in a typical venture capital financing and discuss different deal structures for early stage financing.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_8c1SJmiwS1CLQ9RMhVbTAg

Every start up feels they have Unicorn in the making when they launch. In reality they have a Tiger by the tail. The difference between success and failure is normally easy to see in hindsight but what if we could codify the outcome in advance. Brian Mac Mahon is the owner of Expert DOJO, the biggest investor in startups in Southern California by deal numbers, will help us understand the drivers of failure so that we can plan for success. Don't miss this important session to help you plan out your personal Unicorn.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_8khYaQ5ZT9mFZuv6ZLmV4w

How and why is marketing in a startup different than marketing in an established business? What, in fact, is being marketed by a startup? The company's product or service ... or -- perhaps -- the company itself? And are the startup's marketing activities aimed only at potential customers for its product or service? Or are there other significant audiences receiving -- and reacting to -- the marketing signals that the startup is generating? And do all these audiences react similarly to each marketing signal? Or could investors, channels, strategic partners, or even key new team members the startup is recruiting have quite different -- possibly even contradictory -- views of a given marketing initiative than the potential customers that were its "intended" audience? This Webinar will describe the multi-dimensional chess game of marketing in a startup -- where every move has multiple, entangled levels of impact on multiple players who all need to win for the startup to succeed.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_Ix3zw-QLThW4zgmOLJ6vZQ

Sales drives revenue in every business. You will learn the basics on how to create a winning sales strategy and establish standardized sales processes.

We will teach you how to take your business from the owner as Chief Sales Person, to building and scaling a sales team that drives sustainable, and profitable, revenue growth.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_QlhyAuIaQYud296RXJA8Ew

Product Management can be defined as the general business structure within a company that supports and manages all the activities related to developing, marketing and selling a product – or a family or group of products – throughout the entire product lifecycle, from concept ideation through end-of-life. Product management's role in a startup, however, typically focuses primarily on the front end of the product management process. Furthermore, in startups founded by inventors, scientists, engineers and other technical or subject matter experts, many front-end product management tasks are initially attempted or even completed before anyone with marketing or sales experience joins the team. But the work of conceptualizing the product, estimating the market size and revenue potential, understanding segmentation, and developing an initial penetration strategy is difficult to do successfully without a "product owner" who can bring a marketing and sales perspective to these tasks, while working effectively and collegially with R&D to capture the Voice of the Customer in the product design. This Webinar will describe how "product owners" accomplish that mission in a startup, along with introducing some key tools and resources that can help.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_K6AxPgASQnqFQJ-3YtXwnA

You have reached a milestone and have a Preferred Stock Term Sheet on your desk, what do you do next? In this webinar we will cover what every Entrepreneur needs to know when negotiating a Preferred Stock Financing. Make your financing work for you.

This is the event link. It ONLY works for registrants.
https://us02web.zoom.us/webinar/register/WN_z43JRO6IScOKhnd74-OYZg

Entrepreneurs have strong natural inclinations toward using persuasion as opposed to calculation to convince customers and investors to give them money. This webinar explores why this is, and helps entrepreneurs understand how Finance differs from mere Accounting to help them build the persuasive case they really need.

Event Link - It ONLY works for Eventbrite Registrants:
https://us02web.zoom.us/j/89655827045?pwd=ak10eGVwTFFMQzN4MnRqZHNzdjJ0UT09

What is the best way to get and capture an angel investors interest in a deal?  It starts with ensuring the investor understands the business problem you are solving and why you are different and better than existing options today.  Just as important, the entrepreneur needs to build rapport with the investor and tell his/her story in a compelling way.  This webinar will provide examples and ways to tell a compelling story and help make it easier to fund a company.

Event Link – It ONLY works for Eventbrite Registrants:
https://us02web.zoom.us/j/84490158141?pwd=WUhBNFd4VXFEbXpjQXRCcFR4L2d0UT09

A visual representation of the various elements of your Business Model on a Lean Canvas which allows you to:

1. See the relationships among the parts of your model
2. Identify hypothesis, assumptions and risks
3. Plan validation testing (market, channels, pricing)
4. Find ways to add value or reduce cost
5. Brainstorm market disruption strategies

Event Link – It ONLY works for Eventbrite Registrants:
https://us02web.zoom.us/j/83750620098?pwd=V0NXTzBNcFhMRU1JNnZWdWhham9tdz09

Dissecting the best and worst of the most famous pitch decks and getting down to the essential holy grail. You don't want to miss!

On April 4th Boston University's Questrom School of Business and Innovate@BU will host Barbara Russell in a webinar discussing how to craft a pitch deck that optimizes your chance as a founder to get funded. She is one of the top thought leaders on pitch decks and pitching, having just wrapped up her 22nd pitch competition as a judge since COVID began (all virtual). Barbara has honed her pitch deck and presentation skills as an investment banker, a very active angel investor, an adjunct professor (MIT, Babson, and now, U Mass) focused on early-stage companies - now having seen what she estimates to be a couple thousand pitches!

In this webinar, you will learn the key elements of what goes into a deck, how to present them efficiently, effectively, and eloquently. And then, how to employ storytelling skills to capture the audience’s attention. How to win over VC’s, angels, or other sources of capital that hear pitches ALL DAY LONG. She will also take you through some of the most famous pitch decks ever created (Uber, Coinbase, AirBnB, Tesla, etc.) and dissect them – and be able to point out the good, the bad and THE UGLY!!! What TO DO, and what TO AVOID!

It will be a fun ride. Strap in.

Event Link – It ONLY works for Eventbrite Registrants:
https://us02web.zoom.us/j/82888089633?pwd=UWU2ZlEyVEYvRndtQzlsUHJ3VFdkdz09

A Primer on Privacy and Intellectual Property: What You Need to Know At Formation and Before Going to Raise Money
- Briefly discuss the types of intellectual property and how you need to protect it before approaching VCs
- General Privacy Law considerations to implement and a time line for implementing, from immediate to where you need to be before closing a price round or other fundraising, discuss some of the more noteworthy laws and contractual obligations

Event Link – It ONLY works for Eventbrite Registrants:

https://us02web.zoom.us/j/81604258269?pwd=UDlqNHBsVXRYdnJTYTBKbkh5b2FtQT09

Deep dive into how to craft a compelling value proposition from the customer's point of view. You don't want to miss!

Event Link – It ONLY works for Eventbrite Registrants:
https://us02web.zoom.us/j/86878137908?pwd=dlJPZmw1b09tQ1JyMlcxUCtBUTVCZz09

How to get your IP in order before raising money, including confirming employment/contractor agreements, NDAs, ownership, identification of trade secrets, filing patent and trademark applications, and overall timing.

Event Link – It ONLY works for Eventbrite Registrants:

https://us02web.zoom.us/j/86361310778?pwd=SU1iMU0xMFp0ajFWM2d3OEFtZU9MZz09

Kwame Ulmer is a 12 year veteran of the FDA and currently works as a regulatory strategist and investor. You will learn how to develop a regulatory strategy, maximize your interactions with the FDA and efficiently get your product approved. The presentation is geared towards helping C-Suite executives understand the key levers to drive premarket approval and compliance attractive to investors. The presentation will also discuss overcoming the regulatory challenges during COVID.

Event Link – It ONLY works for Eventbrite Registrants:

https://us02web.zoom.us/j/83464074974?pwd=Z0Y0aHBEZzVDVXY5WE1KNDVyeUlFZz09

Multiple Webinars and Expert Panels - TBD - Stay Tuned

Event links will be available later – they ONLY work for Registrants:

Structuring your Startup and Negotiating Financing. The following topics will be covered:

- What kind of legal entity investors invest in
- Key agreements to put in place with your team and others pre-fundraising, and their basic terms
- What is intellectual property and how to protect it with agreements and registration
- Pre-seed and seed financing: pre-requisites and important terms to negotiate
- A rounds: pre-requisites and important terms to negotiate
- Later Stage rounds: requirements and important terms to negotiate
- Strategic financing - key negotiating points

Event Link – It ONLY works for Eventbrite Registrants: https://rebrand.ly/LSSS-Webinar1-2023

In this Webinar, senior corporate attorney Kenneth S. August will draw from his 30 years of experience to discuss areas of concern which entrepreneurs and startups encounter in structuring their companies, cap tables, management and other areas, especially when they are seeking investment capital.

This link will point to the proper Zoom online meeting the day of the event: https://l.pismoventures.com/Webinar1

Only pre-approved registrants will be allowed to join the zoom link. It ONLY works for registrants.

This webinar focuses on intellectual property management and patentability of inventions.

Event Link – It ONLY works for Eventbrite Registrants:

This link will point to the proper Zoom online meeting the day of the event: https://l.pismoventures.com/Webinar2