Events

Below are my upcoming presentations. 

EMERGING BUSINESS SEMINAR – How To Create Employee Incentive Programs

Wednesday, September 5th / 7:30-9:30am / SkySong (Scottsdale & McDowell) / FREE  [Register]

With the economy back in growth mode, business owners are looking to expand their companies. Expansion requires new, highly motivated employees. However, as the economy improves, so too do the job options available to the most desirable talent.

Many recruiters and staffing agencies have signaled that a shift to an “employees’ market” is already underway. In that environment, companies have to figure out not only how to attract and motivate new talent, but also how to re-energize and retain the workforce that they already have.

Topics for this complimentary seminar will include:

  • Cost-effective ways to improve life at the office
  • Benefits that improve quality of life
  • Creating job security with employment agreements
  • Use of performance and liquidity bonuses
  • Giving employees “ownership” without giving up equity
  • Making employees owners – stock options and grants
  • Ownership without the tax bill – the LLC profits interest
  • Dispute resolution

 

HOW TO INVEST IN PRIVATE COMPANIES

September 11th / 8:00-9:30am / Vantage (Desert Ridge) / FREE   [Register]

During the early stages of a private company’s lifecycle, the necessary capital comes from “angel investors” who are willing to bear high risk for potentially high rewards. During the Great Recession, many potential angels sat on the sidelines. With the U.S. economy coming back to life, however, those angels are looking to re-engage. This class presents topics including: risks and rewards of private company investments; locating investment opportunities; analyzing prospective deals; negotiating favorable investment terms; protecting your investment; and the investor’s role post-closing.

 

HOW TO RAISE CAPITAL…LEGALLY

Tuesday, September 18th / 6:00-7:30pm / Aweec (Downtown Phoenix) / FREE  [Register]

To start or expand a business, you need capital.  Raising capital, however, is one of the most difficult challenges that a company can undertake.  In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars.  And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.   Learn what an entrepreneur or business owner must do to successfully navigate the process.

Topics for this seminar will include:

  • Determining a company’s capital requirements
  • Identifying those who can satisfy those requirements
  • Defining the terms of the equity offering
  • Understanding what it means to have investors
  • Complying with federal and state securities laws
  • How the JOBS Act will change the rules of the game with crowdfunding
  • Strategies for increasing a company’s chance of success

 

THE TOP 10 LEGAL MISTAKES THAT CAN DESTROY YOUR BUSINESS…AND HOW TO AVOID THEM

Friday, September 21st / 9:00-10:30am / NAU Glendale Campus / FREE  [Register]

When business owners are attempting to grow their companies, legal issues are often put on the back burner. The natural focus is on hiring talented employees, securing customers and generating revenue. Unfortunately, failing to do some basic legal planning can result in costly mistakes, impaired growth and even the untimely collapse of the company.

Topics for this seminar will include (among others):

  • Protecting your corporate shield and your personal assets
  • Why you must have a shareholder or “buy/sell” agreement
  • How to raise capital…legally
  • Protecting your valuable intellectual property
  • Managing key employee issues
  • Reducing the risk of litigation

 

HOW TO RAISE CAPITAL…LEGALLY

Tuesday, October 9th / 8:00-9:30am / Vantage (Desert Ridge) / FREE  [Register]

To start or expand a business, you need capital.  Raising capital, however, is one of the most difficult challenges that a company can undertake.  In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars.  And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.   Learn what an entrepreneur or business owner must do to successfully navigate the process.

Topics for this seminar will include:

  • Determining a company’s capital requirements
  • Identifying those who can satisfy those requirements
  • Defining the terms of the equity offering
  • Understanding what it means to have investors
  • Complying with federal and state securities laws
  • How the JOBS Act will change the rules of the game with crowdfunding
  • Strategies for increasing a company’s chance of success

 

HOW TO RAISE CAPITAL…LEGALLY

Wednesday, October 17th / 6:00-7:30pm / Tempe Public Library / FREE  [Register]

To start or expand a business, you need capital.  Raising capital, however, is one of the most difficult challenges that a company can undertake.  In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars.  And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.   Learn what an entrepreneur or business owner must do to successfully navigate the process.

Topics for this seminar will include:

  • Determining a company’s capital requirements
  • Identifying those who can satisfy those requirements
  • Defining the terms of the equity offering
  • Understanding what it means to have investors
  • Complying with federal and state securities laws
  • How the JOBS Act will change the rules of the game with crowdfunding
  • Strategies for increasing a company’s chance of success