Programs Special One-Day Events

Tuesday July 26th - 11:45am - 2:00pm @ MassChallenge, 21 Drydock Avenue, Boston

You Have the Money – Now What? Finance & Accounting for Startups Post Investment

Whether you are currently looking for funding or you’ve managed to raise funds - you will need to make sure you manage that investment the right way to keep your leadership team focused and your investor happy.

During this workshop we’ll dig into the ways you can manage and track your funds to answer both Investor questions and Compliance requirements and how they affect the way you grow your company.

We’ll address how you can plan for:

INVESTOR QUESTIONS:
When will you run out of money?
What are you doing with the money?
How is the business performing?

INFRASTRUCTURE NEEDS:
How to manage systems, people & processes

COMPLIANCE REQUIREMENTS:
How to think about audits
What funding means for equity & taxes

Experts:
Jason Pulsifer, Entrepreneur & Finance Executive.
Jason has supported Founders, CEOs and Small business owners in every aspect of finance & accounting as their companies grow, often as a “one person finance department”. Having had the responsibilities that range from Bookkeeper to CFO, he has a great deal of experience with financial modeling, accounting software integration, process automation, fundraising, due diligence, investor reporting & KPI metrics.
Seeing that the affordable accounting solutions (like QuickBooks & a part-time bookkeeper) were woefully inadequate to meet the needs of growth stage companies, that transaction processing was inefficient and time consuming, and that preparing reports for exec teams and investors manually in Excel was even worse, Jason founded Starting11, with the mission to provide better financial visibility by way of financial automation. By integrating a best-in-class cloud platform, Starting11 was able to turn basic financial reports (#’s on paper) into easy to understand charts that measured every KPI and financial metric for clients. The results spoke for themselves. In the fall of 2015, Starting11 was sold to Consero and Jason took on their Director of Business Development role. Their business model combines the Technology, People and Process is the future of Finance & Accounting. “I’m passionate about creating awareness into this new category and helping as many companies as possible realize the benefits of finance made easy.”

Cecilia Frerotte As a member of Wolf’s Commercial Audit Group and Technology Services Team, Cecilia is responsible for delivering external audit services, which entails supervising audit teams as well as ensuring that clients receive customized services to fit their individual needs.
She has over ten years of experience, including nine years in public accounting and work in industry at a large foreign-owned biopharmaceutical company. During my time in public accounting I have worked with a variety of organizations including software developers, medical device companies, distributors, franchisees, professional service companies, and not-for-profits.

Thank you to our location sponsor, MassChallenge