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Small Business Finance Forum [clear filter]
Monday, September 24
 

8:00am PDT

#SBFF Non-Dilutive Financing Bootcamp | SECRET LANGUAGE OF BANKERS
Limited Capacity filling up

Secret Language of Bankers: Build rapport to get more money at lower cost with less risk.

Over $50 billion a year is lent to small businesses in Canada yet only half of the small businesses get financing from banks. Money is available for successful small business owners. You’re successful but are you getting your fair share? If not, maybe bankers don’t really understand what makes your business so successful. Learn how to speak their language and what they need to know to finance your business.

VSW VIP INVITATION: Would you like a no-risk, private session with an experienced banker to discuss the unique aspects of your business? Sign up to attend the complete 2-day VIP session (includes private meetings, lunches, networking reception, and more) for only $50 here (value $2,500). SPACE IS VERY LIMITED.

Speakers
avatar for Stephanie Sharp

Stephanie Sharp

Small Business Finance Forum
My name is Steph Sharp, MBA, CFN, ICD.D the founder of the first Small Business FinanceForum event in Vancouver for small to medium-sized businesses. I’ve spent the last 30 years developing innovative, sustainable, financial solutions for business leaders and my real passion is empowering management... Read More →



Monday September 24, 2018 8:00am - 10:30am PDT
UBC Robson Square

10:45am PDT

#SBFF Non-Dilutive Financing Bootcamp | BE YOUR OWN VC
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Be Your Own VC: How to increase cash flow and profitability to reduce dilution

Don’t want to give up control of your company? Create a business model that generates the cash you need to invest in your own growth.
In this session we’ll show you how to:
  • 2X your cash flow and 10X your value! Find out why you don’t need to double your revenue to double your value.
  • Build leverage levers: Get more from what you already have! In this session, we will give you framework and tools on how to leverage your money, time and resources.
  • Stack profits: There are 5 profit drivers in your business, each at a different level of operations. Learn how to maximize profitability to accelerate your growth.

Speakers
avatar for Stephanie Sharp

Stephanie Sharp

Small Business Finance Forum
My name is Steph Sharp, MBA, CFN, ICD.D the founder of the first Small Business FinanceForum event in Vancouver for small to medium-sized businesses. I’ve spent the last 30 years developing innovative, sustainable, financial solutions for business leaders and my real passion is empowering management... Read More →



Monday September 24, 2018 10:45am - 11:45am PDT
UBC Robson Square

1:00pm PDT

#SBFF Non-Dilutive Financing Bootcamp | 3 KEYS TO SUCCESSFUL BORROWING (PANEL DISCUSSION)
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

You wouldn't buy a house on your credit card, why would you use the wrong type of loan to finance your business?

Short answer? You probably didn’t realize that there are so many ways to borrow money. In this session, we invite a panel of lending and financial experts to discuss the types of loans and debt, how and why you need different types of loans for different needs, and how to build a long-term relationship with your bankers to ensure that you’re always getting the best financing for your stage of growth.

VSW VIP INVITATION: Every business is unique. If you want to have a no-risk, private conversation with an expert banker about your 3 keys to success borrowing specifically to your business, sign up to attend the complete 2-day VIP session (includes private meetings, lunches, networking reception, and more) for only $50 here (value $2,500). SPACE IS VERY LIMITED.

Moderators
avatar for Andrew Dilts

Andrew Dilts

Lawyer, Cassels
Andrew is a corporate and securities lawyer with Cassels Brock, one of Canada’s leading business law firms. He has worked with entrepreneurs and emerging companies for more than a decade, including having been heavily involved in the University of Waterloo’s entrepreneurial community... Read More →

Speakers
avatar for Brandon Ma

Brandon Ma

Audit Senior Manager, KPMG
Brandon is an Audit Senior Manager with over 12 years of experience providing assurance and business advisory services. He is passionate about making our clients’ businesses better. Brandon’s experience spans a diverse range of industries, with a focus on the software and technology... Read More →
avatar for Ian Schmitz

Ian Schmitz

Business Banking Advisor, Scotiabank
Hello, my name is Ian Schmitz. I am part of a team of Small Business Advisors here to help you and your business succeed. My approach is simple; I will work with you and take the time to listen and understand your unique business needs and what defines success for you.I hold a Bachelor... Read More →
avatar for Carrie Smith-Jones

Carrie Smith-Jones

Small Business Account Manager, Vancity
We believe in banking with impact. That goes for everything we do: how we invest, spend, and give back. Turn to us for seamless advice, collaborative opportunities, advocacy on emerging issues, and access to a variety of capital pools, from grants to growth capital. You can do well... Read More →



Monday September 24, 2018 1:00pm - 2:00pm PDT
UBC Robson Square

2:15pm PDT

#SBFF Non-Dilutive Financing Bootcamp | NON-DILUTIVE PITCH BASICS
Limited Capacity filling up

Non-Dilutive Pitch Basics: Ditch the pitch and prepare a presentation that builds your credibility with lenders and grant providers.

If you pitch bankers the same way you pitch the Dragons, you probably won’t get the loan from the bankers. It’s not you, it’s them! Bankers are allergic to hype. They want certainty. They want to know you’ll succeed. If your business is a solid business, you need to learn how to convince them your business is a great financial bet. In this session, we share with you the only step-by-step system that helps you build a pitch that can demonstrate a solid case for how your business is financeable by banks. Once you know these 5 steps, you can build a long-term relationship with bankers that can support you and your business.

EXCLUSIVE to VSW VIPS: After the presentation, VIPs get to practice their pitch in front of an audience and get tailored feedback from our pitch coaches. We will not ask you to disclose any sensitive information in your pitch (we have private sessions arranged for that). If you want to practice your presentation in a safe environment and get real feedback (or to discuss your business with a banker in a one-on-one private session), sign up to attend the complete 2-day VIP session (includes private meetings, lunches, networking reception, and more) for only $50 here (value $2,500). SPACE IS VERY LIMITED.

Speakers
avatar for Stephanie Sharp

Stephanie Sharp

Small Business Finance Forum
My name is Steph Sharp, MBA, CFN, ICD.D the founder of the first Small Business FinanceForum event in Vancouver for small to medium-sized businesses. I’ve spent the last 30 years developing innovative, sustainable, financial solutions for business leaders and my real passion is empowering management... Read More →



Monday September 24, 2018 2:15pm - 3:00pm PDT
UBC Robson Square
 
Tuesday, September 25
 

8:00am PDT

#SBFF Non-Dilutive Financing Bootcamp | WHICH IS CHEAPER ... DEBT OR EQUITY?
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Which is cheaper …debt or equity? Come and enjoy this lively, informative and thought-provoking debate.

We call it an unwinnable debate because there is no right answer. Come and watch a fast pace and fun casual debate to find out why the answer lies in your business model and what makes this debate "unwinnable". We will follow the debate by an in-depth fireside chat on the benefits, risks, and costs of debt and equity. By the end, you’ll understand why debt is not necessarily always the expensive option.

PRIVATE CONVERSATION with the EXPERTS: If you want to talk to one of the experts in a one-on-one session to talk about the unique requirements of your business, sign up to attend the complete 2-day VIP session (includes private meetings, lunches, networking reception, and more) for only $50 here (value $2,500). SPACE IS VERY LIMITED.

Moderators
avatar for Andrew Dilts

Andrew Dilts

Lawyer, Cassels
Andrew is a corporate and securities lawyer with Cassels Brock, one of Canada’s leading business law firms. He has worked with entrepreneurs and emerging companies for more than a decade, including having been heavily involved in the University of Waterloo’s entrepreneurial community... Read More →

Speakers
avatar for Keith Ippel

Keith Ippel

CEO, Spring
With over 15 years experience as a leader in technology centric businesses, Keith has accelerated the growth of both small and large companies, launched new products, and raised over $20m in angel investment and venture capital. He has an unparalleled ability to collaborate with entrepreneurs... Read More →
avatar for Stephanie Sharp

Stephanie Sharp

Small Business Finance Forum
My name is Steph Sharp, MBA, CFN, ICD.D the founder of the first Small Business FinanceForum event in Vancouver for small to medium-sized businesses. I’ve spent the last 30 years developing innovative, sustainable, financial solutions for business leaders and my real passion is empowering management... Read More →



Tuesday September 25, 2018 8:00am - 9:00am PDT
UBC Robson Square

9:15am PDT

#SBFF Non-Dilutive Financing Bootcamp | 3 KEYS TO GETTING GRANTS, TAX CREDITS, AND CONTRIBUTIONS (EXPERT PANEL)
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Expert Panel - 3 Keys to Getting Grants, Tax Credits, and Contributions: Discover the most common mistakes business owners make and how the experts approach these funding sources.

We want to help you get the free money you deserve! In this session, our experts will discuss the different sources of free funding from government and other organizations, pointing out the common mistakes people make when trying to access this type of funding, and the biggest surprises people face when they apply for the funding for the first time.

PRIVATE CONVERSATION with the EXPERTS: If you want to talk to one of the experts in a one-on-one session to talk about the unique requirements of your business, sign up to attend the complete 2-day VIP session (includes private meetings, lunches, networking reception, and more) for only $50 here (value $2,500). SPACE IS VERY LIMITED.

Moderators
avatar for Andrew Dilts

Andrew Dilts

Lawyer, Cassels
Andrew is a corporate and securities lawyer with Cassels Brock, one of Canada’s leading business law firms. He has worked with entrepreneurs and emerging companies for more than a decade, including having been heavily involved in the University of Waterloo’s entrepreneurial community... Read More →

Speakers
avatar for Jacqueline Gustafson

Jacqueline Gustafson

Director, Tax Incentives Practice, KPMG
Jacqueline is a Director in KPMG’s western region Tax Incentives Practice. She is passionate about enabling innovation and growth in companies by helping clients find ways to propel their ideas into action. Jacqueline has more than 12 years of experience advising clients, providing... Read More →
avatar for Mina Haghighi

Mina Haghighi

Business Development Manager, Futurpreneur Canada
Futurpreneur Canada is the only national non-profit organization dedicated to the success of young businesses. Fueling the entrepreneurial passions of Canada’s young enterprise for more than two decades, we provide financing, mentorship, and free support tools for entrepreneurs... Read More →
avatar for Stephanie Sang

Stephanie Sang

Grant Angel, Granted Consulting Inc.
Stephanie Sang is the CEO of Granted Consulting, and is known as a ‘Grant Angel’ in Vancouver. She is passionate about working with entrepreneurs in all industries on developing grant strategies for growth. Since 2011, Granted has supported 700+ clients and generated over $13.0... Read More →



Tuesday September 25, 2018 9:15am - 10:00am PDT
UBC Robson Square

10:15am PDT

#SBFF Non-Dilutive Financing Bootcamp | CREDIT, CASHFLOW, AND RISK (EXPERT PANEL)
Limited Capacity filling up

Credit, Cashflow and Risk Expert Panel: How to get the money you need at a lower cost and with less dilution

How much information can one financial statement hold? More than you know! We invite a panel of bankers, accountants, and other experts to discuss the first 3 things they look at on a financial statement and why financial statements are important to them. A good banker not only can understand your business from your financial statement, they can also get insights into the management team as well. Join us to find out more about credit, cash flow, and the risk to your business. By the time you leave the session, you'll know how to leverage your financial statement to get more money faster and cheaper (hint: loans with the lowest interest rate aren't necessarily always your best option)!

Also, hear what our past participants have to say about our workshop and what they’ve learned and done differently after attending the Small Business Finance Forum (at 11:30 AM).

PRIVATE CONVERSATION with the EXPERTS: If you want to talk to one of the experts in a one-on-one session to talk about the unique requirements of your business, sign up to attend the complete 2-day VIP session (includes private meetings, lunches, networking reception, and more) for only $50 here (value $2,500). SPACE IS VERY LIMITED.

Moderators
avatar for Andrew Dilts

Andrew Dilts

Lawyer, Cassels
Andrew is a corporate and securities lawyer with Cassels Brock, one of Canada’s leading business law firms. He has worked with entrepreneurs and emerging companies for more than a decade, including having been heavily involved in the University of Waterloo’s entrepreneurial community... Read More →

Speakers
avatar for Aman Janjua

Aman Janjua

SeniorManager, KPMG
Aman Janjua is a Senior Manager at KPMG Enterprise. He has over eight years of experience providing assurance and tax services to private companies operating in a variety of industries including the hospitality, real estate, and technology industries. He has worked with a number of... Read More →
avatar for Matthew Lee

Matthew Lee

Small Business Advisor, Scotiabank
Matthew holds an undergraduate degree in Business Management, with a minor in Economics, from Dalhousie University. Before beginning his career at Scotiabank, he owned and operated a water purification and distribution company in Fort St. John, BC, which continues to operate today... Read More →
avatar for Carrie Smith-Jones

Carrie Smith-Jones

Small Business Account Manager, Vancity
We believe in banking with impact. That goes for everything we do: how we invest, spend, and give back. Turn to us for seamless advice, collaborative opportunities, advocacy on emerging issues, and access to a variety of capital pools, from grants to growth capital. You can do well... Read More →



Tuesday September 25, 2018 10:15am - 12:00pm PDT
UBC Robson Square