Master financial modeling in a 1/2 day seminar
with Dr. Juan Montermoso - leading expert in financial guidance.
DISCOVER financial factors essential for any business or project.
LEARN how to efficiently conceptualize and operate your business.
FIND specific ways to present financial data to persuade investors.
Cash-to-cash cycles, Ebit, Internal Rate of Return…these and other financial terms often bewilder the start-up entrepreneur. In this seminar, Dr. Juan P. Montermoso provides a financial framework… Show more that enables entrepreneurs to clearly grasp, analyze, and utilize the financial elements that influence their business. Starting with a basic review of cost and revenue sources, Dr. Montermoso quickly helps seminar participants understand the key drivers of profit and return on investment. Using both Interactive Exercises and Spreadsheet Models, he focuses on the key levers of financial control which start-up management can use to make better decisions and gain stakeholder support. By the end, participants should be well equipped with insightful financial tools to lead their own venture. ( Participants are encouraged to bring their own laptops or tablets. )
Key Financial Factors
A. Conceptualizing the business: Revenues, Costs and the Business Model
B. Measuring Performance: The Income Statement and the Balance Sheet
C: Operating the business: Where’s the cash flow?
D. Achieving Success: Developing forecasts
E. Building Credibility: The Relevance of Return on Investment, Net Present Value, and Internal Rate of Return
F: Persuading Investors and Other Stakeholders: Putting the financial package together
SPEAKER:
Dr. Juan Montermoso
Professor in Marketing at Santa Clara University,
Co-Director of Coo Forum
DR. Juan P. Montermoso, as a Professor of Practice in Marketing at Santa Clara University’s MBA program and its Center for Innovation and Entrepreneurship, as well through teaching in Stanford’s Program in Advanced Project Management, instills a practical, “Silicon Valley” approach to breakthrough strategies for innovation and customer delight.
Dr. Montermoso also provides marketing strategy and financial guidance to a variety of organizations, including Cisco, Visa and Adobe, by drawing on his prior executive roles in Asia Pacific firms as well as on his twenty-plus years of Hewlett-Packard international management experience in enterprise systems, global channels, and e-business initiatives.
He holds a B.S. in Engineering from Yale and a Doctorate in Business Administration from the Harvard Business School. In addition, Dr. Montermoso has published numerous papers on information systems and marketing.
AGENDA:
8.30 - 9:00 am Registration, Coffee, Pastries
9:00 - 10.30 am Program
10:30 - 10:45 am Coffee
10.45 - 12.30 pm Program
12.30-12.50 pm Lunch
12:50 pm - 1.30 pm Program
Drinks and food will be provided
Register Now - Space is limited!
About Innovation Insights Speaker Series
Silicon Valley Innovation Center has started the new Innovation Insights speaker series. Geared toward professionals, entrepreneurs, executives and founders this business forum is all about innovation, leadership and business growth. We invite prominent thought leaders, innovators, authors to lead engaging discussions which facilitate open exchange of ideas and viewpoints, and to share practical tools that encourage business growth through innovation. To receive email announcements on upcoming events click here .
Show less