Financial Modeling for Startup Founders

Instant Replay

Thank you to all who joined us!

For your reference, we have added the Financial Modeling 101: How to Build a Great Financial Model replay video here!

Details

Calling all Startup Founders!

SVB and Forecastr are teaming up for an exciting new webinar series! Our goal is to empower founders everywhere to level up their fundraising game, decision-making skills, and team performance with a well-designed financial model.

We'll share practical tips to help you:

-Build an investor-grade financial model that creates trust and confidence

-Transform your financial model into a powerful fundraising asset

-Harness your financial model to strengthen your everyday decision-making skills

Don't miss out on this great opportunity to level up your skills as a founder and leader—we'll look forward to seeing you there!

Register

Please note: You must register for each session individually to receive respective Zoom links and calendar invites.

Agenda

August 30

August 31

September 1

September 2

September 3

February 11th

8:15 AM

Check-in & Breakfast

8:30 AM

Presentations

9:30 AM

Q&A / Networking

10:00 AM

Event End

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

List Item 1

Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

List Item 1

Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

List Item 1

Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speakers

Britt Gardner

Senior Vice President,

Silicon Valley Bank

Britt is the Senior Vice President of Early Stage Startups, leading SVB’s New England tech portfolio. She is a Techstars alum with past experiences in early stage investment banking and strategy at HBO. She is passionate about the power of financial modeling and eager to share best practices with founders in support of their businesses.

Steven Plappert

Co-Founder & CEO,

Forecastr

Steven is a two-time Techstars alum & serial entrepreneur that loves helping other founders. He's spent four years providing outsourced financial leadership to growing companies. When he isn't working on Forecastr, you can find him in the woods camping & rock climbing.

Virtual Event Information

Registration is required to participate and receive link to virtual event via Zoom.

A link to join will be included in your registration confirmation email.

If you have any questions, please contact Serena McKinney at smckinney@svb.com.

Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Frequently Asked Questions

Where does the Summit take place?

The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

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