Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.


SEO/Social Media & Other PR 101

Premiere Date: 04/17/2018 11:00am

SEO & Social Media 101

How does a young company create buzz, build its brand, target customers, and convert some of them to actual sales? Many startups seek to leverage social media and SEO (search engine optimization) as part of their PR strategy. But PR is only one part of an overall sales and marketing plan, the development and execution of which requires deep understanding of the company’s business and its target market. This webinar provides basic guidance and practical advice about these topics, regardless of the startup’s industry, with an overlay of some legal principles and pitfalls to avoid.

HR 101

Premiere Date: 03/13/2018 11:00am

Human Resources, HR 101
How does a company identify and attract talented individuals? What about recruiting and hiring? Training? Retention? Dealing with problem employees? These issues, of course, are not unique to startups, but do experience them somewhat differently than more mature companies.  This webinar focuses on talent acquisition and management in a startup environment, including how to negotiate employment or consulting agreements, granting options, and related agreements with potential hires. Appropriate for founders and their counsel alike, this webinar covers common legal pitfalls and how to avoid them.

Finance and Accounting 101

Premiere Date: 02/13/2018 11:00am

Finance and Accounting 101

The backbone of any business, startup or otherwise, is strong finance and accounting.  However, unlike more established businesses, startup employees often wear multiple hats.  Even in the early days, where creativity clashes may prove common, the need to designate a responsible person and to develop a working finance and accounting system is paramount.  Investors require detailed reports; vendors and employees require payment; and accounts receivable must be managed with great particularity.  Whether this function is satisfied by one or several individuals within a startup, building the foundation for a business that will endure the challenges of growth requires that the company invest time and energy into its finance and accounting functions.  This webinar provides the entrepreneur and his or her advisors with an overview of finance and accounting for startups, and practical tips for getting started.

Raising Capital: Negotiating with Potential Investors

Premiere Date: 01/16/2018 11:00am

Raising Capital: Negotiating with Potential Investors

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

All businesses require capital (cash) to fund their activities. But not all capital is created equal. Should a startup raise equity or debt? Who are the providers of equity and debt? What are the pros and cons of raising equity from friends and family, an angel group or venture capital firm? What are the pros and cons of taking a loan from a traditional bank or private capital provider? How does a startup prepare and position itself to raise capital? This webinar focuses on understanding the different types of capital available to fund a startup, the providers of that capital, and practical tips to negotiate and secure the best terms from those capital providers.