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:
When will you run out of money?
What are you doing with the money?
How is the business performing?
How to manage systems, people & processes
How to think about audits
What funding means for equity & taxes
Principal at Wolf & Company
Cecilia is a Principal in Wolf’s Commercial Audit Group and has over ten years of experience in public accounting delivering audit services. She has worked with a variety of organizations including start-ups, service businesses, software developers, medical device companies, distributors, franchisees, and not-for-profits. Cecilia has also worked in industry at a large foreign-owned biopharmaceutical company which lends a unique perspective to her client relationships having been responsible for financial and benefit plan reporting in that environment. Cecilia’s experience includes providing internal control and accounting guidance to start-ups, family-owned and closely-held businesses throughout New England. She is a member of Wolf’s Technology Services Team, which provides guidance on accounting for complex debt, equity and revenue transactions to our technology clients.
Global Financial Controller at MassChallenge
As a Finance & Operations Executive, Jason has supported Founders, CEO’s 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’s gained a great deal of experience with financial modeling, accounting software integration, process automation, fundraising, due diligence, investor reporting & KPI metrics. he currently serves as the Global Financial Controller for MassChallenge, the world’s friendliest startup accelerator.