Distinguished Entrepreneurs Lunch via WebEx

Bharat Pulgam, Co-Founder and CEO of Pikup

  • Wednesday, Sep. 16, 2020, 12:15 p.m.
  • Cost: Free

Come join us to meet Bharat Pulgam of Pikup, a company changing how communities engage with commerce by utilizing a hyperlocal, peer-to-peer marketplace. First meant for college students, the app has a broader use amid the pandemic and has 2,000+ active users that are continuing to expand to change the way people shop by connecting them with people already in the action of shopping. Previously, Bharat co-founded MXERS Audio in 2015 and Vitrose Health in 2017. RSVP to lisa.collins@wisc.edu.

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Distinguished Entrepreneurs Lunch via WebEx

Sarada, Assistant Professor in Management and Economics/Co-Founder Elektrifi Technologies

  • Wednesday, Sep. 23, 2020, 12:15 p.m.
  • Cost: Free

Come join us via WebEx to meet Sarada, co-founder of Elektrifi Technologies. Her research is focused on the economics of entrepreneurship and innovation. She will talk about starting a business as well as the challenges faced as a non-US citizen. She graduated from UW and received her Ph.D. from UCSD. She was a faculty fellow at Duke, a litigation consultant in SF and visiting scholar at the Federal Reserve Board in DC. RSVP to lisa.collins@wisc.edu.

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Distinguished Entrepreneurs Lunch via WebEx

Robert Phillips, CFA, and Global Director of Machine Learning & Data Science at TIBCO Software

  • Wednesday, Sep. 30, 2020, 12:15 p.m.
  • Cost: Free

Come join us via WebEx to meet Robert Phillips of TIBCO Software where he works with Fortune 100 business and IT executives to help transform their companies using data and analytics. Robert taught himself to code in Python and immersed himself in a data science program. He is a CFA® charterholder and earned his BBA degree at the Wisconsin School of Business by double majoring in finance and economics. RSVP to lisa.collins@wisc.edu.

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Business Valuation: Beyond the Numbers

  • Thursday, Oct. 01, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: $159

This half day class will help you understand how businesses are valued (and it’s not what you hear on the street), what you can do to increase the value in your business and why, if you are not the sole owner, the buy-sell agreement is critical and needs to speak to all six triggering events.

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Entrepreneur Training Program Orientation

  • Thursday, Oct. 01, 2020, 5:00 p.m.
  • Grainger Hall
  • Cost: $250

Does your business have a good plan to help you grow and expand? OR Planning to start a business and have... Relevant experience, adequate financial resources, market potential ...but need to formulate a plan to tie is all together? Then the ETP grant program is right for you! APPLY for the grant today.

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Biz Smart Training for Entrepreneurs

  • Thursday, Oct. 01, 2020, 6:00 p.m.
  • Grainger Hall
  • Cost: $399

The Biz Smart program is an eight week program that includes all of the business areas crucial to planning and running your business. It incorporates not only the crucial areas, but helps you apply them to a business plan that you can then use as a roadmap for your business.

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Distinguished Entrepreneurs Lunch via WebEx

Darryl Schoen, President of Manufacturers Financing Services (MFS)

  • Wednesday, Oct. 07, 2020, 12:15 p.m.
  • Cost: Free

Come join us to meet Darryl Schoen, president of MFS, a multinational equipment financing company he started after developing a business plan and obtaining financing. It grew into a national company in 1998 becoming the largest company of its kind in the computer controlled machine tool and robotics market in the US. Darryl earned his MBA with a double emphasis in International Business and Finance from UW in 1978. RSVP to lisa.collins@wisc.edu for link to WebEx.

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Reading Financial Statements

  • Wednesday, Oct. 21, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: $159

Learn accounting jargon, bookkeeping basics, the three types of financial statements, and how your management decisions affect your firm's financial future. Get the most from your accountant and gather meaningful information to help you manage your business.

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Building Financial Confidence in Your Business

  • Wednesday, Oct. 21, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: 572

In this series of four financial management classes, you will learn how to set up financial records, how to use and analyze financial statements to make decisions, how to create budgets to for profitability and how to manage cash flow. You may choose individual classes to fit your schedule, or benefit the most by taking the entire series since the classes build on each other and you save 10% from the cost of individual sessions.

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Distinguished Entrepreneurs Lunch via WebEx

Debbie Lessin, Founder of D.J. Lessin & Associates and Balancing Act Productions

  • Wednesday, Oct. 21, 2020, 12:15 p.m.
  • Cost: Free

Come join us to meet Debbie Lessin, Founder of D.J. Lessin & Associates and Balancing Act Productions. Debbie described herself as having the brains of an accountant and the soul of an artist. She began her career at Price Waterhouse and moved to Heller Financial Corporation. While at Heller, Debbie she earned her Master of Science in Taxation from DePaul University. She started her accounting firm in 1984 and Balancing Act Productions in 1997. RSVP to lisa.collins@wisc.edu.

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Analyzing & Interpreting Financial Statements

  • Wednesday, Oct. 28, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: $159

Use your financial statements to take advantage of opportunities, improve business performance and discover problem areas. Manage accounts receivable, inventory and debt through ratio analysis. Compare your company performance to industry standards. Take a fiscal examination of your company's health.

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Distinguished Entrepreneurs Lunch via WebEx

Joe Coyne, Managing Partner, Studio VC

  • Wednesday, Oct. 28, 2020, 12:15 p.m.
  • Cost: Free

Come join us via WebEx to meet Joe Coyne, Managing Partner at Studio VC. Previously, Joe worked in M&A at Merrill Lynch and then helped build the Samsung NEXT Venture Capital team and performed all aspects of deal sourcing diligence and negotiation with a focus on early and growth stage software and services investments. He then joined Bain Capital and worked on early-stage and growth-equity investments. Joe graduated with his BBA from UW. RSVP to lisa.collins@wisc.edu.

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Budget & Profit Planning

  • Wednesday, Nov. 04, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: $159

Learn the steps in the budgeting process. Predict sales volumes, estimate expenses and assess different business strategies. Prerequisite: Basics of financial management and Using Financial Statements or equivalent experience. You will learn: Sales and revenue budgeting techniques How to plan for profit Forecasting sales and operating expenses and cost of goods sold

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Distinguished Entrepreneurs Lunch via WebEx

Ernie Hu, COO of CAST

  • Wednesday, Nov. 04, 2020, 12:15 p.m.
  • Cost: Free

Come join us to meet Ernie Hu, a renowned tech executive, who is scaling the emerging market category of Software Intelligence, a $1B+ phenomena fueled by business/digital leaders’ needs for greater objectivity in making decisions, faster modernization for Cloud, and raising the security and resiliency of their software assets. He sets the direction for and oversees all CAST country managers and field operations contributing to the corporate strategy/acquisitions. RSVP to lisa.collins@wisc.edu.

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Managing Cash Flow

  • Wednesday, Nov. 11, 2020, 8:30 a.m.
  • WebEx
  • Cost: $159

Forecast and manage cash inflows and outflows to ensure available cash when needed. Identify influences on current asset levels. Develop a cash-flow plan and budget. Understand the difference between short- and long-term growth.

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Distinguished Entrepreneurs Lunch via WebEx

Craig Schedler, Managing Director with Northwestern Mutual Future Ventures

  • Wednesday, Nov. 11, 2020, 12:15 p.m.
  • Cost: Free

Come join us to meet Craig Schedler who is responsible for managing the company’s strategic venture capital investments in financial technology, digital health, data analytics and client experience. His previous experience includes being senior director in corporate strategy at NML and part of the healthcare investment banking team at B.C. Ziegler. Craig received a BBA in Accounting from UW and an MBA in Finance and Accounting from the University of Chicago Booth. RSVP to lisa.collins@wisc.edu.

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Business Tax Basics for Small Business

  • Tuesday, Nov. 17, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: $120

This one Day program is your chance to learn about federal and state taxes including payroll, unemployment compensation and sales taxes. You will learn about the pros and cons of different entity types from both the legal and financial aspects.

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Digital Marketing and Social Media Conference

  • Tuesday, Dec. 08, 2020, 8:30 a.m.
  • Grainger Hall
  • Cost: $299

In this one day conference, area experts will give you actionable items that you can take away and implement into your business immediately. Bring your laptop, tablet or mobile device to take full advantage of working along with the experts by creating videos, reviewing your website and social media accounts. This one day conference includes four 90 minute sessions, a keynote marketing speaker, lunch and refreshments.

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