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

ADVISING THE START-UP


IP-101: What Every Founder/Entrepreneur Must Know

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.

Intellectual property is an asset.  Founders and startups need to understand the value of their intellectual property.  What is a copyright, patent, trademark or trade secret?  How do these protect the startup and its’ asset?  How can a startup monetize these intangible assets?  This webinar focuses on intellectual property laws in the U.S.


HR-101: Finding, Negotiating With & Retaining Potential Hires

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 startups need to identify, attract and retain talent.  And talented individuals have numerous employment options.  How do startups identify talented individuals?  How, then, do startups attract those talented individuals to join their team?  (Competitive compensation is usually necessary but commonly not sufficient).  Recruitment is only one aspect of HR (i.e., a startup’s job is not done once a talented individual joins the team).  The startup – not dissimilar to any company that values its people– needs to train them but also needs to take measures to try to avoid having well trained people leave.   This webinar focuses on talent management in a startup environment.


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.


The Very Basics – Forming the Business

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.

So, you are an entrepreneur and want to start your own business (or you are an attorney, accountant, or other professional advisor working with one).  One of the first decisions required is to choose a legal structure for the business.  What factors should be taken into consideration prior to selecting a legal structure?  Does a sole proprietorship, partnership, limited liability company or corporation (C- or S-corp) make the most sense?  This webinar focuses on business formation and the pros and cons to the different legal structures, and includes tips on how to keep one’s personal assets safe from the claims of future creditors of the business.