Oct 21 - Andrew Katcher & Bob Worthington, Partners, Hardesty LLC

September 21, 2019

By  831-459-5415

SVLink member companies benefit from these free Speaker Series events, bringing in Venture Capitalists, Corporate Executives and successful Startup Founders.

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Topic:  ​Preparing Financial Statements for Startup Fundraising
Webinar + Onsite event

When:  October 21, 2019
             9:30—10:00 am PST, Registration and Networking
             10:00—12:00 pm PST, Training
             12:00—1:00 pm PST, Lunch and Networking

Where: The event will be streamed live over video conferencing and also held in person at UCSC Silicon Valley Campus, 3175 Bowers Ave, Santa Clara, CA
                         
Speaker: ​Andrew Katcher & Bob Worhington, Partners, Hardest LLC

Register Here

For SVLink Members and UCSC staff/faculty: contact SVLink for details on free registration.

Description:

This workshop will focus on how to create financial statements for startup fundraising. Below are topics that will be covered.

  1. Value Drivers for Your Business

  2. The documents you (your business) will need to raise capital (and/or for other exits)

  3. Which documents for which rounds?

  4. Who is the audience for your documents?

  5. Making your Financials a consistent part of the story

  6. History vs. Forecast

  7. Utilizing an outsourced accounting service to assist you.

  8. A sample case

  9. Signs that you need a CFO

  10. Q & A

Speaker Bios:

Bob Worthington:

Bob Worthington is the Managing Partner for Northern California at Hardesty. He has over 25 years of  financial and operations experience in public and private technology companies. Bob most recently served as the interim CFO for a Hardesty client that sourced and distributed mobile phone components internationally, spending significant time in Asia while leading the initiative to raise $20mm of mezzanine growth capital. Prior to joining Hardesty, Bob served as COO/CFO of Jupiter Systems, a privately-held video collaboration company, where he led the company to its eventual sale to InFocus.

Prior to Jupiter Systems, Mr. Worthington served as CEO, CFO, and VP-Finance of several private and venture-funded companies in the software and hardware markets. Over his career, Worthington has led over $100m of capital initiatives and the sale of five companies. He began his career as an auditor in KPMG’s San Francisco office. Bob holds a BS in Accounting from the University of Kentucky and an MBA from the Haas School of Business at the University of California-Berkeley. He is a CPA in California (inactive) and a US Army veteran.

Andrew Katcher:

Andrew Katcher is an accomplished Senior Executive, Entrepreneur, Consultant, Thought Leader, and Board Member with 25 years of success across the manufacturing, information technology and services, consumer electronics, and computer networking industries. Leveraging extensive experience developing and implementing effective operational and financial strategies for companies with a global scope, he is a valuable asset for technology-driven companies looking to expand or develop strategic partnerships internationally. His broad areas of expertise include finance, supply chain management, business process improvement, fundraising, international trade compliance, audit, team building, cross-functional leadership, and strategic planning.

Throughout his executive career, Andrew has held leadership positions at technology-driven companies 3Com Corporation, FreeFlow, and Rapid Results, Inc., which he founded. He has been responsible for overseeing a
major acquisition and integration for an international computer networking organization, including growing the new division from first product sale to $60M/year within 18 months; redesigning the importation and compliance process for a major solar energy equipment supplier to achieve $25M in cost savings; and overseeing business development efforts for the world leader in consumer electronics disposal services, including leading the set-up and management of a new Vietnam-based joint venture.

Most recently he was interim CFO for a Software Developer as a Service Software Defined Networking A16Z and Redpoint venture-backed start-up where he created the multi year operating and financial plan, implemented Adaptive Insights and Spring Document ManagementGAAP accounting and obtained a $5 million line of credit in debt financing. His consulting clients have included industry leaders such as Amazon, Facebook (Oculus Division), SanDisk, Logitech, Core-Mark, Teridion, Toshiba and Cisco.

Andrew holds a BS in Earth Sciences from the University of California, Santa Cruz and an MBA with a concentration in Strategic Planning and Organizational Behavior from the Anderson School of Management at the University of California, Los Angeles. He is a Certified Internal Auditor and a Certified Information Systems Auditor. He currently formerly serves served as Board President and Audit Committee Chair for Hillel of Silicon Valley, is active with the Leukemia and Lymphoma Society and is a mentor for the Miller School of Social Entrepreneurism at Santa Clara
University.

More info:

You can attend the event in person or online. Speaker will join in person from U First Capital office. The event is intended to be interactive. Videos of past events can be found on U First Capital Facebook Live page https://www.facebook.com/UFirstCapital/