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Ceo panel

CEO PANEL: HOW TO HELP YOUR CLIENTS FINE-TUNE FINANCES FROM FUNDING TO GROWTH

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 6, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Cash is the single most important thing for small business owners. Obtaining funding continues to be the biggest barrier to starting a business, while ineffectively managing cash flow is what causes most small business owners to close their doors. Join this panel of small business CEOs and funding experts to learn:

• What funding options are available to entrepreneurs and how to choose between them
• How to qualify for the best funding options available to you
• How to build a basic financial dashboard for your business and track the 10 most important metrics that will make or break your business
• How the most savvy entrepreneurs plan and forecast their income and costs
• When to invest in growth at the expense of lowering your short-term profitability

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matt Rissell is the CEO and co-creator of TSheets, his sixth successful startup venture. A proven expert on time tracking technology and productivity best practices in the online age, his specialties include startups, leadership, new divisions, high growth opportunities, corporate sales, and strategy. He serves as part of the Idaho Technology Council (Executive Committee); ITC Software Alliance (Past Chair); Vistage CEO Network (Member); and the Boise State University Computer Science Dept. (Advisory Board). A public speaker in the US and beyond, Matt is also a former co-host of the business radio show The Voice for Small Business. He is a winner of the 40 Under 40 Award, Franchisee of the Year, and President’s Cabinet for Verizon Wireless. A Colorado native, when he's not working, he enjoys spending time with his wife, his three children and his weimaraner – bird hunting, bowhunting, fishing, and enjoying the beautiful mountains in Idaho.

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Sabrina Parsons

LivePlan for Strategic Advisors
Chief Executive Officer
[email protected]
(541) 683-6162

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Sabrina Parsons is the CEO of Palo Alto Software. Palo Alto Software has been the global leader in business planning and financial dashboard software for small businesses for the last 20 years. The cloud-based product LivePlan is used in 180 countries. Accountants are quickly adopting it as an easy dashboard solution for keeping their small business clients aware of their business’s financial health. Sabrina Parsons is very well known on the Twittersphere as @MommyCEO. She also blogs for Forbes Women, Huffington Post, and Entrepreneur.com and has been featured on Accounting Today, Intuitive Accountant, and Business Insider. As an entrepreneur and small business owner and expert, she knows first-hand what it takes to launch, grow, and run a business. Her company has seen 108% growth year-over-year - and Sabrina credits this to their “lean planning and management” philosophy - which she’s here today to tell you more about how you can help you and your clients grow faster and more strategically.

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Jared Hecht

Fundera
Co-founder

Fundera

Jared Hecht is a co-founder and the chief executive officer at Fundera, an online marketplace that matches small business owners to the best possible lender. He started Fundera after his cousin experienced the frustration and lack of transparency of applying for a small business loan. Previously, Jared co-founded GroupMe, a group messaging service that in August 2011 was acquired by Skype, which was subsequently acquired by Microsoft in October 2011. Prior to GroupMe, he led Business Development at Tumblr where he focused on international expansion and strategic partnerships. Jared currently serves on the Advisory Board of the Columbia University Entrepreneurship Organization and is an investor and advisor to startups such as Codecademy, SmartThings, and TransferWise. Jared received his BA in Political Science from Columbia University where he served as the publisher and managing director of Inside New York. - See more at: http://www.crunchbase.com/person/jared-hecht#sthash.bxFn9mvv.dpuf

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Joshua Reeves

Gusto
CEO & Co-Founder

Gustologo

Joshua Reeves is the CEO & Co-Founder of Gusto, a Silicon Valley start-up on a mission to deliver delightful, modern payroll to businesses everywhere.

About Our Presenter

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.