How to Effectively Manage & Present Your Startup’s Financials

Join us for an informative Founders Floor Workshop with Tom Bondi, Partner at Armanino, the largest independent accounting and business consulting firm in California with revenues of over $125 million, as he takes us through everything you need to know about managing and presenting your startup’s financials.

Using practical, real-life examples, Tom will take attendees through various processes such as how to complete an income statement, cash flow statement, and balance sheet as well as the steps required to develop an operating plan and budget, leaving you with in-depth knowledge that you can implement in your own business.

Here are just a few of the many other topics that will be covered:

How a proper expense budget will help you determine how much funds you need to raise
A guide to the financial statements investors want to see during the fundraising process and at investor update meetings
How to better manage your company’s burn rate with effective cash management controls
The benefits of using accounting software in the early stages of your startup for better cash management and forecasting
When to convert a contractor to an employee and why
And much more!

Dinner and drinks will be served.

If you would like to increase your financial management knowledge in order to grow your startup, this is one workshop that’s not to be missed.

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Agenda

6:00pm – 7:00pm – Dinner and Networking
7:00pm – 8:30pm – Workshop and Q&A
8:30pm – 9:30pm – Meet the Speaker and Networking

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Date:

Thursday, 8/10/2017

Time:

6:00 p.m. – 9:00 p.m.

Location:

Founders Floor

2 North 1st St., 5th Floor

San Jose, CA 95113

COWORKING ACCELERATOR

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Speaker

Tom Bondi

Partner

Armanino LLP

Tom is a Partner at Armanino LLP, the largest independent accounting and business consulting firm based in California with revenues of over $125 million. He works with early stage technology companies, providing full service consulting and advisory services. As an advisory board member for client companies, he takes a lead role in the positioning of companies during stages from seed funding through merger and acquisition. He has been an advisory board member of many startup companies and has managed strategic relationships with Silicon Valley accelerators.

Before Armanino, Tom spent the last 15 years as Principle at Berger Lewis Accountancy Corporation, until leading it’s successful merger with Armanio in January 2015.Tom was also co-founder of a software development company and Chief Financial Officer from its start-up to its acquisition. He also worked in product management for Silicon Valley semiconductor manufacturer AMD before entering public accounting. He has served as a board member of many nonprofit organizations and political committees, and has worked extensively in success planning for closely held businesses, stock option planning, interim-CFO services, and estate and trust planning.
Tom is a member of the California Society of CPAs and American Institute of CPAs. He received his Bachelor of Science in Finance from Santa Clara University.

Tom is a member of the California Society of CPAs and American Institute of CPAs. He received his Bachelor of Science in Finance from Santa Clara University.

Free street parking

Abundant street parking is available for free after 6:00 p.m. in downtown San Jose. Streets closest to Founders Floor with free street parking are Santa Clara St., North Market St. and St. John St.

Free parking garage

Founders Floor will provide a 2 hour free parking voucher to the Market & San Pedro Square Parking Garage. This garage is only one block away from Founders Floor. It’s located at 45 N. Market St., between W. Santa Clara St. and W. St. John St. Upon check-in at the Founders Floor event, make sure you ask for the 2 hour free parking voucher.

Public transportation

VTA Light Rail is right outside our building, and runs every 20 minutes making public transportation fast and easy. 　Both the Mountain View-Winchester and the Alum Rock-Santa Teresa VTA light rail stop at the Santa Clara Station(s) which is located just a block away.

Refund Policy

You may request a refund up to 48 hours before the event. Unfortunately, any refunds requested less than 48 hours before the event cannot be honored. Thank you for your understanding.

Disclaimer

By participating in this Founders Floor Event, you agree to this liability disclaimer: www.foundersfloor.com/disclaimer