Schedule

General Session Schedule
 
Time                                       Topic
11:30am - 12:00pm                   Welcome and Box Lunch
12:00pm - 6:15pm                     Classes
6:15pm - 6:30pm                       Summary & Closing Remarks
 
       
       
 

 
May 21, 2014, Walnut Creek Cohort - Register
 Burr Pilger Mayer
 
 2001 North Main Street, Suite 360  
 Walnut Creek, CA 94596  
     
 SeriesA  May 21, 2014 @ 11:30am  Wednesday
   Check In and Introductions  
     
 Class #1  PerfectPitch  Dave Mosby, Executive Director, CEO, Author, Speaker
   |How to resonate with investors  Keiretsu Forum Academy
   An introduction . . .   
     
 Class #2  CEO Roles and Responsibilities  Dave Mosby
     Keiretsu Forum Academy
     
 Class #3   Avoiding Pitfalls of Organization and  Existing Faculty
   Compensation  Keiretsu Forum Academy
     
 Class #4  Accounting. Forecasting, and  Existing Faculty
   Projections  Keiretsu Forum Academy
     
 Class #5  Valuation and Exit Strategies  Existing Faculty
     Keiretsu Forum Academy
     
 SeriesB  May 28, 2014 @ 11:30am  Wednesday
   Check In and Catch Up  
     
 Class #1  Due Diligence Review  Existing Faculty
     Keiretsu Forum Academy
     
 Class #2  The Deal - Understanding Term Sheets  Existing Faculty
     Keiretsu Forum Academy
     
 Class #3   Protecting Intellectual Property  Existing Faculty
     Keiretsu Forum Academy
     
 SeriesC  June 4, 2014 @ 11:30am  Wednesday
   Check In and Catch Up  
     
 Class #1  Marketing  Dennis Erokan, Keiretsu Forum Member
     CEO, Placemaking Group 
     
 Class #2  Sales  Al Petersen, Keiretsu Forum Member
     Principal, Revenue Doctor
     
 Class #3  Building a Winning Team  Max Shapiro, Keiretsu Forum Member
     CEO, People Connect
     
 Class #4   PerfectPitch  Dave Mosby, Executive Director, CEO, Author, Speaker
   |How to resonate with investors  Keiretsu Forum Academy
   |Review|Prepare|Compete  
 
   

 
June 10, 2014, San Francisco Cohort - Register
 Digital Garage - 717
 
 717 Market Street  
 San Francisco, CA 94103  
     
 SeriesA  June 10, 2014 @ 11:30am  Wednesday
   Check In and Introductions  
     
 Class #1  PerfectPitch  Dave Mosby, Executive Director, CEO, Author, Speaker
   |How to resonate with investors  Keiretsu Forum Academy
   An introduction . . .   
     
 Class #2  CEO Roles and Responsibilities  Dave Mosby
     Keiretsu Forum Academy
     
 Class #3   Avoiding Pitfalls of Organization and  Existing Faculty
   Compensation  Keiretsu Forum Academy
     
 Class #4  Accounting. Forecasting, and  Existing Faculty
   Projections  Keiretsu Forum Academy
     
 Class #5  Valuation and Exit Strategies  Existing Faculty
     Keiretsu Forum Academy
     
 SeriesB  June 17, 2014 @ 11:30am  Wednesday
   Check In and Catch Up  
     
 Class #1  Due Diligence Review  Existing Faculty
     Keiretsu Forum Academy
     
 Class #2  The Deal - Understanding Term Sheets  Existing Faculty
     Keiretsu Forum Academy
     
 Class #3   Protecting Intellectual Property  Existing Faculty
     Keiretsu Forum Academy
     
 SeriesC  June 24, 2014 @ 11:30am  Wednesday
   Check In and Catch Up  
     
 Class #1  Marketing  Dennis Erokan, Keiretsu Forum Member
     CEO, Placemaking Group 
     
 Class #2  Sales  Al Petersen, Keiretsu Forum Member
     Principal, Revenue Doctor
     
 Class #3  Building a Winning Team  Max Shapiro, Keiretsu Forum Member
     CEO, People Connect
     
 Class #4   PerfectPitch  Dave Mosby, Executive Director, CEO, Author, Speaker
   |How to resonate with investors  Keiretsu Forum Academy
   |Review|Prepare|Compete  
 
   

 
July 8, 2014, Rohnert Park Cohort - Register
 Soco Nexus
 
 1300 Valley House Drive, Suite 100  
 Rohnert Park, CA 94928  
     
 SeriesA  July 8, 2014 @ 11:30am  Tuesday
   Check In and Introductions  
     
 Class #1  PerfectPitch  Dave Mosby, Executive Director, CEO, Author, Speaker
   |How to resonate with investors  Keiretsu Forum Academy
   An introduction . . .   
     
 Class #2  CEO Roles and Responsibilities  Dave Mosby
     Keiretsu Forum Academy
     
 Class #3   Avoiding Pitfalls of Organization and  Eric Ferraro
   Compensation  Fathom Law
     
 Class #4  Accounting. Forecasting, and  Brandon Cox
   Projections  Burr Pilger Mayer
     
 Class #5  Valuation and Exit Strategies  Keith White
     Burkland Associates
     
 SeriesB  July 15, 2014 @ 11:30am  Tuesday
   Check In and Catch Up  
     
 Class #1  Due Diligence Review  Craig Martin
     Family Wealth Consulting Group
     
 Class #2  The Deal - Understanding Term Sheets  Existing Faculty
     Keiretsu Forum Academy
     
 Class #3   Protecting Intellectual Property  Existing Faculty
     Keiretsu Forum Academy
     
 SeriesC  July 22, 2014 @ 11:30am  Tuesday
   Check In and Catch Up  
     
 Class #1  Marketing  Dennis Erokan, Keiretsu Forum Member
     CEO, Placemaking Group 
     
 Class #2  Sales  Al Petersen, Keiretsu Forum Member
     Principal, Revenue Doctor
     
 Class #3  Building a Winning Team  Max Shapiro, Keiretsu Forum Member
     CEO, People Connect
     
 Class #4   PerfectPitch  Dave Mosby, Executive Director, CEO, Author, Speaker
   |How to resonate with investors  Keiretsu Forum Academy
   |Review|Prepare|Compete