Are Your Numbers READY for Investors?

Ask the Tough Questions with Tiffany Bisconer

Tiffany Bisconer is a Certified Public Accountant (CPA) with over 20 years of experience in the fields of accounting and tax. 

Tiffany has worked with one of the top 10 Certified Public Accounting and Consulting Firms in the nation and is currently the Director of Acena Consulting focusing on providing specialty tax incentive consulting services. 

Combining her private industry and public accounting experience, she works with CPA firms and directly with business owners and leadership teams in multiple industries at all levels of growth, to help educate and identify...

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Getting better with money to live intentionally with George Grombacher, Founder and Chief Community Officer of Money Alignment Academy

A 20-year finance industry veteran, podcaster, writer, and speaker, George is working to help people get better at money and life so they can live how they want.  

He spent 10 years with a Fortune 100 company as an advisor as well as in leadership positions where he impacted thousands of people and developed training curriculums.  

George is the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy, and the host of the Money Savage podcast.

He’s also been named to Investopedia's list of the Top 100 Most...

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Authenticity, Asymmetry and Making a Connection with Investors with Sean O'Brien

Sean O’Brien,  is Co-Founder and Managing Partner of Overline, an Atlanta-based seed-stage venture capital fund that he runs with his partner, Michael Cohn. 

Sean has been in the investment business for nearly 30 years, with roles in investment banking, hedge fund management, corporate development and venture capital. 

He is an All-Star Mentor in the Techstars network, a mentor in the Endeavor network, and an advisor to a number of startups. 

Sean received his degree from NYU and lives in the Atlanta area with his wife and twin daughters. 

 

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In...

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Angel Investors and the power of asking the right questions with Loretta McCarthy

Loretta McCarthy is a managing partner at Golden Seeds LLC, an investment consortium that invests in early-stage women-led businesses. Currently, Golden Seeds is one of the biggest and most active angel investment networks in the US. Loretta Managed the National Golden Seeds Network. She has also previously worked with companies on Wall Street such as American Express and OppenheimerFunds , and has served as a board member of many nonprofit and for-profit organizations.

  

 

 

Here’s a glimpse of what you’ll learn: 

  • [1:51] Speed round with Loretta...
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Final Part of the 4-Part Series - Ghost of Numbers Future

Welcome to the final part of a four-part series to tackle the ghosts of your numbers past, present, and future. 

Last week we talked about the numbers of your present - the KPIs that will help you make decisions day-to-day.

Today we'll cover the numbers of your future - your financial forecast/projection/model:

  • What is a financial forecast?
  • How will a financial forecast help me run my business?
  • How do I build a financial forecast?
  • What are the biggest pitfalls to avoid with forecasts?

I put this series together to share which numbers matter, what it takes to build a quality...

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The Sales Process Approach to Fundraising with Sonny Patel of Insurmi

Sonny Patel is the Founder and CEO of Insurmi, an AI-based engagement platform for insurance carriers. He started the company just three years ago at the age of 21 while working as a Sales Director and Financial Advisor for a top life insurance company. During that time, he realized the process of buying and selling insurance was unnecessarily cumbersome and outdated. 

 Determined to change the process, Sonny worked to develop a solution that would simplify the task and take the guesswork out of insurance buying. That solution would eventually become Insurmi. Now, Insurmi is being...

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Be Bold in Your Ask with Melissa Lamson and Kimberly Mylls of RecreateNow.org

Melissa Lamson is an executive coach, author of six books, and speaker who has worked on projects in over 40 countries. She has built and run companies both in Europe and the US. For over 20 years she has developed leadership strategy, designed and taught leadership programs for companies like 3M, IKEA, Linkedin, MTV and Space X. Melissa's signature program for women leaders was the most highly attended program at SAP for 10 years. Melissa has been featured in the Wall Street Journal, Chicago Tribune and Forbes. She is a former columnist for Inc. Magazine. She...

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Discover How to Make Confident Asks with Eric Smith

Eric Smith has over ten years of experience in Technology Commercialization and a passion for entrepreneurship. Eric came to the University of Arizona Center for Innovation after serving as the Commercialization Network Manager for Tech Launch Arizona (TLA), the University of Arizona's office responsible for moving UA research and technological innovation into the marketplace. 

While Eric was at TLA, he focused on building and leveraging a network of domain experts and business leaders who consult on university technologies to help reveal their commercial relevance. He also managed the...

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How Startup Companies Make Critical Mistakes That Prevent Them from Getting the Funding They Need

Stephanie Sims

Stephanie Sims is a Capital Strategist and the Founder of Finance-Ability, a boutique consulting firm focused on helping entrepreneurs get the funding they need to grow their business.

Stephanie founded Finance-Ability after more than 20 years of working on both Wall Street and Main Street. Now she teaches entrepreneurs to paint a picture with numbers that helps them make confident decisions and captivate people with money to say yes. 

       

Here’s a glimpse of what you’ll learn: 

  • Stephanie Sims talks about the one mistake...
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Cameron Herold of COO Alliance: Raising Funds With the Right Money

Cameron Herold is the Founder of COO Alliance, where he masterminds growth that helps his clients double both revenues and profits in three years or less. He is a serial entrepreneur, speaker, and author, and he’s also known as the CEO Whisperer. By the age of 35, Cameron had already built two $100 million companies, including 1800-GOT-JUNK. 

Cameron is a top-rated international speaker and the best selling author of Double Double: How to Double Your Revenue and Profit in 3 Years or Less and Meetings Suck: Turning One of The Most Loathed Elements of Business into One of the Most...

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