CFO Seminar Series 2012
U.S. Government Contracting – Strategies, Burdens
and Benefits of Selling to the Feds
Overview:
Each year, the U.S. Government purchases billions of dollars in goods and services. Selling to the federal government can be a profitable avenue for increasing or diversifying a company’s revenues. But, the government’s procurement procedures differ significantly from typical commercial practices, frequently involving complex regulations and compliance obligations. Companies seeking to enter the federal marketplace often underestimate the resources required to participate in public contracts. This seminar will provide an easy-to-understand overview of the government procurement process and the headline issues that companies often face when taking on a government contract.
Specific coverage will include:
- How and when the government buys
- Approaches for marketing to the government
- Identifying and pursuing federal opportunities
- Regulatory requirements governing procurements
- Government-specific compliance obligations
- Potential risks and liabilities
Who should attend:
- Senior management of companies contemplating entering the federal marketplace
- Business development personnel wanting to learn strategies for approaching government sales
- Compliance officers, CFO’s, in-house counsel, or others responsible for risk management
- Company employees responsible for contract management/administration
Presenters:
Craig A. Crotteau and James C. Bradshaw are Special Counsel with the law firm Ball Janik LLP.
Craig serves as an advocate for clients before Congress and key Federal agency decisionmakers. He provides strategic insights on Federal legislation and agency programs, helping clients develop and implement their strategic marketing initiatives. Craig focuses on Department of Defense agencies, and also has significant experience with the Department of Energy and the Environmental Protection Agency. He assists public ports and private developers with infrastructure, land use and real estate matters.
James supports companies in pursuing and performing contracts with military and civilian agencies of governments throughout the world. He helps clients understand the complexities of U.S. government procurement regulations and implement solutions designed to facilitate compliance with such regulations. He represents companies operating at both the prime contract and subcontract level, as well as those selling to governments directly or through an intermediary.
When: Friday, January 27, 2012, from 7:30 to 9:30 a.m
Where: Portland State Business Accelerator, Mt. Hood room, 2828 SW Corbett St, Portland, OR
Cost: $20 Members, $30 Nonmembers, $10 Students
To register, click
here.
CFO Seminar Series 2011 #3: Debt Financing - Financial Strategies for Development Stage Technology Companies
Only specific types of debt are generally available to development stage companies. However, as you make more headway in your business planning, you may have access to additional debt financing options. It's important to understand your options in order to make strategic decisions about what form of capital to employ.
At this seminar, you will learn –
1. The fundamental structural differences between debt and equity;
2. How one form of capital can complement the other;
3. Why consider debt in a company’s overall capitalization strategy;
4. When should a company consider debt in its capitalization strategy:
5. How debt may impact ownership interests.
The presenter for this program is Ron Sherman, Senior Relationship Manager, Silicon Valley Bank. Ron joined S.V.B. in June of 1996. He is responsible for the Bank’s Oregon-based lending team; serving technology companies in the Oregon and Idaho markets. Prior to joining S.V.B. Ron was a Vice President with First Interstate Bank. He held various positions during his 20-year career with First Interstate, all of which were in commercial lending. Ron holds an undergraduate degree in Finance from The University of Oregon and graduated with honors from Pacific Coast Banking School held at the University of Washington.
Who will benefit:Early stage companies with an idea of how debt might be utilized as they plan their capitalization strategy.
This presentation is also well suited for companies doing capital planning for the future as well as companies considering a current structural change in their capital. All decisions of this nature come with the consequences of ownership change. As such, this is a must for any company advancing beyond the seed capital stage.
When: September 13, 2011, 7:30 - 9:30 a.m.
Where: Portland State Business Accelerator, 2828 SW Corbett Ave, Mt. Hood conference room
Cost: $20.00 for members, $30.00 for non members, $10.00 for students
CFO Seminar Series 2011 #2: Commercial Insurance Risk & Coverage Overview
Leaders of businesses in the bioscience sector have a fiduciary duty to protect the operational, strategic, financial and hazard risks associated with their business. This course focuses on managing those risks through risk transfer strategies associated with the commercial property and casualty insurance marketplace.
Topics to be Covered:
- Liability Insurance – How much is enough?
- Current Marketplace conditions
- Contractual Review – Understanding the various insurance clauses
- Risks of doing business internationally
- Real-life claims examples
How You Will Benefit:
- Refresh your commercial insurance knowledge
- Learn about insurance trends specific to bioscience sector
- Understand risk transfer
- Establish a risk philosophy for your business
Who Should Attend:
CEO’s, CFO’s, Controllers, and other Financial Professionals whose roles and responsibilities include managing a company’s risk management program.
Presenters:
Mark Frinell is a partner with the commercial insurance brokerage Insurance Partners, LLC in Portland. Mark specializes in risk management strategies and the placement of insurance for commercial and personal clients. He has extensive experience working with technology, life sciences, manufacturing, wholesale distribution, retail and property management risks. Mark is a licensed insurance agent in the states of Oregon, Washington, California and Colorado. Prior to joining Insurance Partners, Mark worked for Marsh and Willis, both global insurance brokers.
Akana Ma is a partner with the Ater Wynne law firm in Portland. Akana works with companies and individuals conducting business in the global marketplace to help structure international joint ventures; comply with foreign laws and regulations; license and protect technology, trademarks, software and other intellectual property; contract for the sale and distribution of products and services; establish foreign offices, license and finance exports; comply with customs and import laws and regulations; and negotiate and draft commercial contracts. He has practiced international law for more than 20 years.
When: June 22, 2011, 7:30 - 10:00 a.m.
Where: Portland State Business Accelerator, 2828 SW Corbett Ave, Mt. Hood conference room
Cost: $20.00 for members, $30.00 for non members, $10.00 for students
CFO Seminar Series 2011 #1: Selling the Bioscience Company - Maximizing the Value of the Enterprise
Selling your company is often the ultimate transaction for the bioscience entrepreneur. Join our panel of experienced transaction executives and advisors as they explore the issues faced by the entrepreneur in readying the company for sale. Among the issues addressed:
- Identifying the most likely/best acquirers
- Ownership and quality of intellectual property
- Role of management/employees post-closing
- Incentivizing management and stockholders to move forward with the transaction
- Identifying and addressing issues of third party stakeholders, e.g., banks, landlords, suppliers, customers
- Running the business successfully while pursuing the transaction
- Tax and accounting issues
- What is plan “B” if the negotiations do not result in a deal?
Panelists:
- Raymond C. Cheung is a shareholder with Geffen Mesher & Company, P.C.
- Michael C. Phillips is a partner with Davis Wright Tremaine LLP
- Christopher L. Marsh has been the CEO, President and CFO, respectively, of several prominent Portland businesses, including Pulse Health, Kronos, Unicru, E*Trade, CCS, Greenbrier and STS.
View Bios here
When: April 28, 2011 7:30 - 10:00 a.m.
Where: Portland State Business Accelerator, 2828 SW Corbett Ave, Mt. Hood conference room
Cost: $20.00 for members, $30.00 for non members, $10.00 for students