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OpenUp: Transferring your Balance Sheet to a Financial Statement

Date

Mar 24 2022

Time

9:00 am - 10:00 am

Location

Virtually through Zoom
zoom.us

COST

Free
Chris Badger

Organizers

Chris Badger
Website
https://boomstartup.com/shop/mentor-session-chris-badger/

Chris Badger is partner in the Salt Lake City, Utah office for Now CFO. Chris is a hard driving Senior Accounting professional who brings a broad and diverse industry experience to his clients. He has extensive experience in external financial reporting, support for Boards and investor relationships. Chris attended the University of Utah in Salt Lake City, Utah, and obtained a Bachelor of Arts in Accounting as well as an MBA from Keller Graduate School of Business. In his free time, Chris actively volunteers with the Boy Scouts of America, and VentureCapital.org. Now CFO provides financial visibility to make smarter business decisions.

Other Organizers

Christina Sjahli
Christina Sjahli
Website
https://boomstartup.com/shop/mentor-session-christina-sjahli/

Christina Sjahli is the founder of Profit Reimagined™, a consulting firm that provides virtual CFO services and a finance team to purpose-driven founders. Prior to founding Profit Reimagined™, she spent 20+ years in financial management and reporting, strategic planning and analysis, and capital raising management for growth-stage and matured companies.

Tara Spalding
Tara Spalding
Website
https://boomstartup.com/shop/mentor-session-tara-spalding/

Tara Spalding Managing Director, BoomStartup Accelerator Tara Spalding is Managing Director of BoomStartup Accelerator. BoomStartup is an accelerator and mentorship-driven angel-stage investment program for startups. It operates as an online technology-driven accelerator, providing entrepreneurs a custom business plan including business maturity guidance, investment preparation, and capital structuring relevant to growth, and investment strategies as well as a curated marketplace for services. Tara is also the founder of Hen House Ventures, an early stage incubator that helps tech companies rapidly scale when entering massive markets, and is also on the board of trustees for VentureCapital.org. Tara is the recipient of the 2020 Utah Business 30 Women to Watch award. Tara began her high-tech career in Silicon Valley when she taught herself to code software and became the first employee, and eventually VP of marketing at industry leader, SugarCRM. Her Silicon Valley experience included roles as CMO at GroundWork Open Source, VP marketing at Magnet Systems, and co-founder and CPO at BenchPick. Tara received her bachelors from University of Colorado, Boulder.

Category

Programs

OpenUp

Do you understand the difference between a balance sheet and a financial statement? This is one of the big tests every CEO will be put through. A financial statement review process becomes a great way to monitor the health and viability of a business.

Before approaching investors, founders will need very clean and defensible financial statements that show revenue and spends on a monthly basis plus the triggers or implications that influence these numbers.

Yes, this information comes from a balance sheet, but mapping the fields and reclassifying the data that came from balance sheets will help founders view their business in a dashboard format that investors expect and are also monitoring.

This webinar will cover

  • The difference between a balance sheet and a financial statement
  • Healthy monthly habits to follow to help you understand your business drivers and growth opportunities
  • How to convert your balance sheet to a financial statement
  • What investors are looking for in a financial statement

WHO SHOULD ATTEND
Founders who are in the early stages of business growth and need to get a better financial understanding about their business

DATE
Thursday, March 24, 2022
9 – 10am MST/ 11am – 12pm EST

FORMAT
This is a live, virtual webinar interview hosted through Zoom.

FEE
$0

EXPERTS
Christina Sjahli
Chris Badger
Tara Spalding

Meet The Experts

Chris Badger
Chris Badger is partner in the Salt Lake City, Utah office for Now CFO. Chris is a hard driving Senior Accounting professional who brings a broad and diverse industry experience to his clients. He has extensive experience in external financial reporting, support for Boards and investor relationships. Chris attended the University of Utah in Salt Lake City, Utah, and obtained a Bachelor of Arts in Accounting as well as an MBA from Keller Graduate School of Business.

Christina Sjahli
Christina Sjahli is the founder of Profit Reimagined™, a consulting firm that provides virtual CFO services and a finance team to purpose-driven founders. Prior to founding Profit Reimagined™, she spent 20+ years in financial management and reporting, strategic planning and analysis, and capital raising management for growth-stage and matured companies.

Tara Spalding
Tara Spalding is Managing Director of BoomStartup Accelerator. BoomStartup is an accelerator and mentorship-driven angel-stage investment program for startups. It operates as an online technology-driven accelerator, providing entrepreneurs a custom business plan including business maturity guidance, investment preparation, and capital structuring relevant to growth, and investment strategies as well as a curated marketplace for services. Tara is also the founder of Hen House Ventures, an early stage incubator that helps tech companies rapidly scale when entering massive markets, and is also on the board of trustees for VentureCapital.org. Tara is the recipient of the 2020 Utah Business 30 Women to Watch award.