Events

Below are my upcoming presentations. 

CROWDFUNDING

Wednesday, April 25th / 8:30-10am / AWEEC (Central Phoenix) / FREE   [Register]

Five long years after the passage of the JOBS Act, equity crowdfunding is finally legal! Everyone acknowledges that equity crowdfunding is a far different animal than rewards-based crowdfunding made popular by websites like Kickstarter and Indiegogo.

While equity crowdfunding has the power to democratize the funding process, success will require not just adherence to the new rules, but the ability to offer a compelling story – one that goes beyond the simple promise of a return on investment.

Topics for this complimentary seminar will include:

  • The historic challenges of raising capital
  • Rewards-based crowdfunding (e.g., Kickstarter)
  • Different types of equity crowdfunding
    • Federal under the JOBS Act
    • Arizona state-based
    • 506(c) accredited investor
  • Raising capital through crowdfunding
    • Company rules and requirements
    • Portal rules and requirements
    • Investor limits
    • Telling the story

 

EMERGING BUSINESS SEMINAR – HOW TO MARKET YOUR COMPANY ON THE INTERNET

Wednesday, May 2nd / 7:30-9:30am / SkySong (Scottsdale & McDowell) / FREE  [Register]

In our increasingly digital world, companies have begun to reallocate large portions of their business development budgets to Internet marketing.  It’s not about simply spending more money, however, but rather deploying those dollars in ways designed to produce significant and measurable ROI. 

How can a business owner develop an Internet marketing strategy that will be effective both today and tomorrow?

Snell & Wilmer L.L.P. invites you to the next program in the Emerging Business Seminar Series, where partner Brian J. Burt and his guest, Ken Bonham of Lucid Agency, will discuss how to market your company on the Internet. 

Topics for this complimentary seminar will include:

  • Developing effective marketing strategies
  • Local marketing
  • Mobile marketing
  • Social media
  • Online reputation / brand management
  • Search marketing
  • Usability design
  • A look at the future of Internet marketing

 

HOW TO INVEST IN PRIVATE COMPANIES

Tuesday, May 8th / 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 starting to show signs of 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.

 

SCORE Small Business Education Seminar – HOW TO RAISE CAPITAL

Friday, June 1st / 9:30-11:00am / Score (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.   In this workshop, we will discuss what an entrepreneur or business owner must do to successfully navigate the process.

 

HOW TO RAISE CAPITAL…LEGALLY

Tuesday, June 19th / 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