Come Learn About:

• SBA Financial Assistance Programs and which is best for your business

• USDA Financial Assistance Programs and which is best for your business

• SBA participant Lenders with LenderMatch

• Business planning and the importance of it

Speakers: Ms. Beverly Buckingham, USDA

Jacqueline Merritt, SBA

The in-person location for this event is at Maury Alliance in Columbia, TN. Memphis-area entrepreneurs can attend virtually.

REGISTER/LEARN MORE HERE.

10 Smart Money Moves In 2024 with Marigny deMauriac, CFP®, ABFP®, AAMS®

Join us for an exciting online event on Tue Apr 30, 2024 at 10:00 AM (CDT).

Marigny deMauriac is a 10+ year veteran of the finance industry on a mission to economically empower women, working to bridge generational income and wealth gaps, through intentional focus on advocacy, community, authentic connection, and by leveraging our collective resources. In this session, you'll discover a few simple ways to optimize your money and make informed financial decisions. This event is tailored to help you simplify and effectively navigate the ever changing complexities of the financial landscape. You'll walk away with actionable insights to improve your finances.

Don't miss this opportunity to gain expert knowledge and take control of your financial future. Reserve your spot today!

LEARN MORE/REGISTER HERE.

First Steps to Position for Federal Government Contracting

Join us for a comprehensive online workshop that will guide you through the initial steps to position yourself for federal government contracting success. Whether you're a small business owner or an entrepreneur looking to expand into the federal marketplace, this event is perfect for you!

LEARN MORE/REGISTER HERE.

The General Services Administration (GSA), Office of Small Business Utilization - Region 4 and the SBA Tennessee District Office are collaborating to host an informative webinar for small businesses.

This event aims to provide valuable insights and guidance on various GSA business opportunities. The webinar will cover a range of topics, including:

• GSA Multiple Award Schedule Program

• Public Buildings Service

• Federal Acquisition Service

• Governmentwide Acquisition Contracts

• Forecast of Contracting Opportunities

• Small Business Administration’s Subcontracting Network (SubNet)

• Section 889 guidance, and more.

The webinar will also allocate time for a Questions and Answers session.

The webinar is open to all small businesses and will be a valuable resource for those seeking to understand and explore GSA-related business opportunities.

By attending this webinar, small businesses can gain a comprehensive and competitive understanding of the GSA landscape and explore potential avenues for business growth and diversification. The webinar presents an excellent opportunity for small businesses to enhance their knowledge and interact with a GSA expert.

LEARN MORE/REGISTER HERE.

Social media can be a powerful tool for small business owners to market their products and services directly to their customers. However, social media can also be overwhelming. Which platform do you post on? How often should you post? What do you post and when?

In this webinar, marketing expert Patty Ross will teach you the basics every business owner should know about social media marketing and the latest trends you should follow.

You will learn:

• How to create a content calendar

• How to choose which platforms make sense for your business

• The right times to post on each platform and how often

• What type of content to post for the best engagement

• What are the best social media advertising options

LEARN MORE/REGISTER HERE.

Whether you’re striving to pay off debt, start a business or just gain control of your finances, creating an effective budget is the cornerstone of financial success.

In this webinar, our expert speaker will show you how to build an effective and easy budget that you can use to plan, manage and save for your financial future.

What you’ll learn:

• Effective ways to Manage your money

• Easy to understand Budgets

• Understanding money, assets and creating passive income

• Money Saving Strategies

• Financial planning for the future

Live attendees will receive free business resources and a link to this webinar recording.

REGISTER/LEARN MORE HERE.

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Startup Boards Course 
March 7, 2023 at 11:00am - 1:00 pm Eastern

Serving as a Director of an early stage angel-backed company is a serious responsibility. This course reviews the smart practices of forming boards, managing board meetings and serving as a Director—all with the goal of creating an effective governance structure for startups. Key topics will include the legal obligations and risks faced by Directors, how to deal with conflicts of interest and how to navigate trouble zones (such as managing M&A) that occur during a company’s journey from initial investment through exit. Participants will engage in a case study exercise which illustrates the impact (both positive and negative) that a Board structure might have in determining the success or failure of a start-up.

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.

Join us for WBEC South's Power Hour Series and unlock new opportunities for your women-owned business. This virtual event is focused on certifications and resources. Join Bistany Bass and the WBEC South team to gain valuable insights, connect with fellow entrepreneurs, and discover the tools needed to thrive in today's competitive landscape.

Guest Speaker: Bistany Bass

Bistany Bass is the new Director of Business Development and Strategic Partnerships for WBEC South. Prior to joining WBEC South, Bistany worked at Imagen, LLC, a woman-owned business that designs and builds trade show booths, museum displays and custom interiors. She earned her J.D. from Nashville School Law in 2007 and served for seven years as an adoption attorney at the Law Office of Lisa Collins. Prior to law school, she spent three years as a clinical research associate at ICON plc working on clinical trials for new drugs. Bistany graduated Cum Laude from Auburn University with a Bachelor of Science degree in Microbiology and Immunology in 2000. In her spare time, Bistany enjoys spending time with her two sons, attending their track meets and lacrosse games, being outdoors and giving back as an Assistant Scout Master in their Boy Scout Troop.

LEARN MORE/REGISTER HERE.

WBENC certification is a certification from the Women’s Business Enterprise National Council that validates a business is at least 51 percent owned, controlled, operated and managed by a woman or women.

"Understanding WBENC Certification", the WBEC South Pre-Certification Webinar, takes place on the last Thursday of the month at 2 pm central time.

Women business owners with questions about the WBE and SBA WOSB certification process are encouraged to join to learn about WBENC requirements, eligibility standards, and the application process.

The webinar will feature a presentation and a dynamic Q & A session to answer all your WBE Certification questions.

REGISTER/LEARN MORE HERE.

Did you know that business loans as small as $1,000 are now available and that there are loan programs designed specifically for home-based businesses not yet in operation? This workshop will discuss the various types of financing.

This workshop will review the types of business financing and the requirements for obtaining

them:

** Debt vs. Equity Financing

** Traditional vs. Online Lenders

** Small Business Administration (SBA) Backed Loans

** Startup and Micro Loans

** Non-Profit Lenders

** Invoice Financing

** Online Business Loans

** Crowdfunding

ABOUT THE PRESENTER: Craig Linsky is a SCORE mentor and Chair of the Client Education Committee at SCORE in Jacksonville. Craig worked in the financial services industry for nearly 30 years. For the past 10 years, he has designed and taught marketing and other business topics both domestically through SCORE and internationally through the Financial Services Volunteer Corp.

LEARN MORE/REGISTER HERE.

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Advanced Course on Capitalization Tables

February 28, 2023 at 11:00 am - 1:00 pm Eastern

A capitalization table is a formal document that lists all the securities in a company (both debt and equity) and the ownership percentages held by the start-up founders, employees, and/or investors. This course will provide a step-by-step analysis of a capitalization table, with a perspective on gaining a critical understanding of how cap table construction can impact potential returns from both current and future rounds of funding. Through a combination of presentations, exercises, and case studies, course participants will be introduced to common cap table mathematics. Among the important topics to be illuminated are the impacts of: valuation, liquidation preferences, anti-dilution terms, convertible notes, and employee option pools and vesting.

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.

Topic: Government Contracting

*Please be aware that this is a two step registration. You will receive a second registration link from the TN Apex Accelerator that will need to be completed to receive the meeting link. The University of Tennessee Center for Industrial Services will present this program, which is designed to introduce the business owner or manager to the diversity of government purchasing. Participants will learn how to navigate the governmental contracting process and bid successfully in the government marketplace. Attendees learn about requirements of Doing Business with the Government, and how to be successful in today's public sector marketplace. We will cover the following aspects: Overview of contract vehicles such as IDIQ (GSA Schedule) Types of contracts How the government buys Acquisition planning Procurement Regulations (FAR) & Procedures Analyzing solicitations Pricing Capture Management This training is best suited for companies with previous experience in government contracting.

Speaker(s): Jutta Bangs with Tennessee Apex Accelerator

Co-Sponsor(s): Tennessee Apex Accelerator

You will receive access information to this webinar prior to the event date. Please contact Jutta Bangs with Apex Accelerator if you have any problems accessing the training: jutta.bangs@tennessee.edu.

LEARN MORE/REGISTER HERE.

Business insurance is an important investment for any small business. Running a business requires you to plan for many day-to-day challenges, but have you planned and prepared for the unexpected? 

In this webinar, our expert presenter will guide you through the various kinds of insurance, what you need and don't need for your business, companies that provide business insurance and the general costs associated with business insurance.

Learning objectives:

• Understanding and managing the business risks

• Understand the different types of liability insurance

• How to protect your assets, income and personal cash or property

• Protect from injuries and damages received or inflicted

Live attendees will receive free business resources and a link to this webinar recording.

REGISTER/LEARN MORE HERE.

Learn quick ways to promote your products online using Google tools. We’ll show you how local brick-and-mortar businesses can list products on a Google Business Profile. We’ll also cover Google Merchant Center, a no-cost tool that allows both e-commerce and brick-and-mortar businesses to create free Product Listings on Google. This workshop is most beneficial to small business owners and entrepreneurs who want to drive sales.

Netta Dobbins, our featured speaker, is a marketing coach and consultant, entrepreneur, and DEI strategist with an unparalleled passion for elevating small businesses and nonprofits. With a career spanning nearly a decade, Netta has masterfully collaborated with a diverse range of organizations, from Fortune 500 giants to vibrant startups, ensuring best-in-class DEI practices that drive business growth. Netta has been featured in Forbes, Fast Company, Nashville Biz Journal, The Tennessean and more. She’s been a guest contributor for outlets like Adweek and Worklife -- a subsidy of Digiday. She has also been named one of Adweek’s 2022 Women Trailblazers; is a recipient of the Jane Walker First Women Grant; and has been featured as an entrepreneurial change maker by McDonald’s.

Before her successful entrepreneurial pursuits, the Nashville-native made waves in New York City's entertainment PR realm. She achieved notable success in securing press for industry titans like Clive Davis, PBS, Sony Legacy Artists, Airbnb, and Marvel. Later, in the world of advertising, she spearheaded strategy at a top-tier cultural marketing agency. This role saw her crafting immersive campaigns for prestigious brands such as State Farm, Kaiser Permanente, and NIKE, ensuring they effectively engaged diverse audiences both online and offline.

LEARN MORE/REGISTER HERE.

Topic: Marketing and Sales

Are you already on social media for your business but have no idea how to use it for business growth? Maybe you’ve navigated setting up your profile but aren’t sure what to post. Or maybe you’ve been posting and aren’t seeing the desired results. In this class, you will learn: How to create an achievable content calendar to achieve your goals What to post to accomplish your strategic marketing goals How to use content to drive traffic to your website When to post content for the best engagement How to reduce your monthly time investment in social media while still getting the results you need Be ready to spend less time, get more results, and enjoy the benefits of social media in 2024!

Speaker(s): Victory Harbin, Founder of The Social Brand Stephen W. Williams, Director of TSBDC at Roane State Community College

REGISTER/LEARN MORE HERE.

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Term Sheet Basics 

February 21, 2023 at 11:00 am - 1:00 pm Eastern

A term sheet is a document that specifically outlines the terms and conditions of the agreement between the investors and the startup organization.  This highly interactive course provides clear, practical information on early-stage term sheets, focused on defining the various terms and conditions that a new angel might review in a term sheet. During the course, participants will be led through the formation of a publicly available term sheet, enabling them to understand the term sheet definitions and overall construction and intent of this highly important document. The course will also explore the various scenarios of how early stage term sheet conditions can be modified for follow-on investors in later stages of financing.  

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.

Are you struggling to attract visitors to your website? It could be the perfect time to learn the SEO basics and elevate your search engine ranking. Search Engine Optimization (SEO) is a multi-faceted marketing strategy that might seem daunting, but fear not.

Join our webinar, where our expert presenter will guide you through the fundamentals of SEO marketing. You'll learn how to build an effective SEO marketing strategy, discover quick and effective tactics for driving traffic to your website and monitor and maintain your site's performance.

Learning objectives:

• The three essential elements to rank high in search engines

• Step-by-step instructions for picking high-potential keywords

• How to seamlessly optimize on-page content for your target keywords

• How to find and fix SEO issues dragging down your rankings

• Simple techniques for getting reputable sites to link back to your website

• How to monitor your site's search engine performance using free tools

Live attendees will receive free business resources and a link to this webinar recording.

LEARN MORE/REGISTER HERE.

Elevate your workplace experience with a Power Hour "Culture Crafting" session hosted by Fazande Consulting! Join us for an inspiring journey led by HR expert Shannon Fazande, the dynamic CEO, and Principal Strategist of Fazande Consulting, based in the vibrant city of New Orleans.

Shannon, with her extensive experience spanning Europe, the Caribbean, and the United States, is not your typical HR consultant. Passionate about transforming workplaces into lively hubs of positivity, she's on a mission to redefine how we engage with work. This Power Hour is not just about policies and procedures; it's an HR journey designed to help you create a workplace where everyone thrives!

In this engaging session, you'll have the opportunity to:

• Get clear about your vision for an ideal workplace culture.

• Benefit from Shannon's insights on transforming workplaces into vibrant and positive environments.

• Learn practical strategies to shape a culture that empowers individuals and drives collective success.

• Discover the key elements that contribute to a thriving team dynamic.

As you embark on this Power Hour "Culture Crafting" session, you'll gain valuable insights and actionable takeaways to elevate your workplace culture. Don't miss this chance to join Shannon Fazande on a transformative journey that goes beyond traditional HR – it's about crafting a culture where everyone can thrive!

REGISTER/LEARN MORE HERE.

Developing a strategy that ties all the various elements of digital marketing together in an integrated digital marketing platform is essential to realizing the goals and objectives of a company’s digital marketing campaign. In this webinar, we will provide an overview of developing a digital marketing strategy.

LEARN MORE/REGISTER HERE.

In today’s fast-paced world, keeping up with marketing can feel overwhelming. That’s why so many business owners have started using Artificial intelligence in their marketing strategy. 

In this webinar, our expert presenter will walk you through how to use AI to automate processes and create marketing content. This presentation is your guide to understanding and embracing AI, no matter where you are in your marketing journey.

You’ll learn:

• How to use AI throughout the marketing process

• How to understand and communicate with AI tools

• How to generate marketing content

Live attendees will receive free business resources and a link to this webinar recording.

LEARN MORE/REGISTER HERE.

Topic: Start-up Assistance

TSBDC - Oak Ridge offers you the opportunity to learn how to launch your own business and turn ideas, passions, and side hustles into functioning businesses. This seminar will walk you through a basic business guide to help you get started. Limited seating available for this seminar; register as soon as possible.

Speaker(s): Stephen W. Williams, TSBDC Director Stephen has over 35 years of experience in leadership, operations, financial, and strategic management with international manufacturing and consulting firms. He has developed sales and marketing strategies that increased sales volume by over 120% within one year of implementation. In addition, Stephen is experienced in company operations optimization, JIT production, debt restructuring, and mergers and acquisitions. He has established joint ventures in Australia, Belgium, Canada, France, and the U.K. and has negotiated relationships with General Electric, ABB, General Dynamics, and Westinghouse Electric. Stephen has held the following positions, marketing & sales director, vice president, chief operations officer, president, chief executive officer, and chairman. Before joining TSBDC, he founded Stone Lion Capital Partners, a boutique investment banking firm providing M&A, deal structuring, and access to capital services.

LEARN MORE/REGISTER HERE.

Online Tools to Help your Small Business Succeed with Market Research

The presentation offers a comprehensive overview of market research tools and their practical applications, specifically tailored to support small businesses. Covering a range of essential market research methods, such as USA Spending, GSA Advantage, Dynamic Small Business Search, Google and SAM.gov. This presentation will equip small business owners with valuable insights to make well-informed decisions and effectively navigate the private and public-sector markets.

LEARN MORE/REGISTER HERE.

Topic: Managing a Business

In this one-hour Q&A session, you have access to an attorney and can ask your business-related legal questions at no-cost.

Speaker: Chuck Fisher (Grant, Konvalinka, and Harrison P.C.)

LEARN MORE/REGISTER HERE.

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Valuation Course
February 14, 2023 at 11:00 am - 1:00 pm Eastern

Negotiating the current valuation of seed-stage startups at the time of investment is a critical component of angel term sheets.  Getting valuation right establishes a fair percentage of ownership for both investors and entrepreneurs and optimizes returns for investing angels.  This course introduces participants to startup valuation and demonstrates multiple valuation methodologies.  In addition to valuation methods, the lead instructor will provide insights into the impact of stage of development, geographic location, business sector and the global economy on startup valuation. The program leaves attendees with an exercise to help hone their newly acquired valuation skills by using these valuation methods in appraising a case study company.

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.

During this webinar, we’ll help you answer some of the most common questions regarding product pricing: 

• How do I figure out what I should charge for my products or services? 

• How do I figure out how much profit I’m making? 

• How do I figure out if I have competition? 

• And if I do have competition, how can I find out what they are charging? 

• What do I do if my competitor is charging less for the same product or service? 

ABOUT THE PRESENTER: Charissa Rubey is an experienced entrepreneur, having launched and grown a successful, global manufacturing business that hit its 20-year anniversary in 2022. Her wide range of expertise includes small business development, sales, marketing, manufacturing and agriculture. In 2020 she was recognized as the North Dakota Small Business person of the year and in 2023 she proudly joined the Memphis SCORE chapter to help a new generation of entrepreneurs achieve their dreams.

LEARN MORE/REGISTER HERE.

Don't miss out on the opportunity to enhance your tax literacy. Join our upcoming webinar to learn how you can optimize your small business tax strategy.

In this webinar, our expert presenter Kevin Garcia, CPA will guide you through the key aspects of small business taxes to help you enhance your tax literacy and empower your business for financial success.

After this webinar, you will walk away with the following:

• A better understanding of taxes for your business

• Knowledge of DIY vs. professional tax assistance

• Answers to the top tax questions for U.S. entrepreneurs 

• Strategies to lower your tax bill

Live attendees will receive free business resources and a link to this webinar recording.

LEARN MORE/REGISTER HERE.

About

The Business Journals has the largest network of local business publications in the country, covering more than 40 cities and regions nationwide. This allows us to share unique perspectives about the evolution of cities with you, plus gives our audience access to thought-leaders and business intelligence unlike any other business publication.

The FOC national forum will delve into a host of themes and topics that are top of mind to business owners, policy leaders and anyone with a vested interest in the communities where they live. Among the topics to be discussed:

• THE SUBURBAN SHIFT 
  What cities and regions of the country are excelling, and which ones are falling behind in the hybrid-work era.

• THE STATE OF DOWNTOWNS What can public and private sector leaders do — and what are some already doing — to revive their central business districts.

• MADE IN AMERICA
  What impact will an increasingly strong return in U.S. based manufacturing have on cities, and where will that impact will be strongest?

• THE FUTURE WORKFORCE 
  What role and responses we'll see among colleges, universities and other educational institutions to supply America's workforce of the future.

More about about futurist Richard Florida

Richard Florida is an author, historian and globally respected thought leader whose career has focused on the key ingredients to a thriving city, and where those ingredients are likely to congregate as technology, workforce trends and emerging industries influence the U.S. economy. Among Florida's most notable publications was The Rise of The Creative Class: And How It's Transforming Work and Leisure, Community and Everyday Life.

Who should attend?

Those working in the following industries: government, manufacturing, transportation, real estate, education, tech, finance and health care.

Leaders in charge of growth and expansion, policy making, attracting talent, revenue, technology, and mergers and acquisitions.

C- Suite executives, business owners, government officials and managing partners. 

REGISTER/LEARN MORE HERE.

$25 Early Bird Virtual Ticket

$50 General Admission Ticket

$65 Late Registration

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Due Diligence Course 
February 7, 2023 

Due Diligence is a process undertaken by angels and/or angel groups to determine whether or not to invest in a particular start-up organization.  This course covers the essentials of both the process of conducting due diligence and the various due diligence components. Participants will learn how to weigh factors such as the expertise of the founding team, product-market fit, potential market size, proposed business model, legal and IP protections, etc.  The course also explains what might be potential due diligence deal killers which new angel investors need to avoid.

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Angel Returns and Portfolio Strategy 

January 31, 2023 at 11:00 am - 1:00 pm Eastern

The Angel Capital Association engages in numerous data collection efforts to determine the rate of expected returns from angel investments. This course provides an analysis of angel portfolio strategies that are designed to maximize returns/exits and minimize losses. Data will be presented regarding the factors impacting returns on investment and internal rate of return. Topics covered include the importance of diversification, time to exit, investing in specific business verticals, determining the need for follow-on funding, and the role of angels in down markets.

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.

Ann and Bill Payne’s ACA Angel University will continue to deliver its high quality angel investor curriculum in a convenient, virtual format. Take advantage of this unique opportunity to learn from experienced angels with decades of experience in navigating the ups and downs of private markets.

Participants who complete the first six courses will earn the Basics of Angel Investing Certificate. Participants who complete all nine courses will earn the Advanced Angel Investing certificate. Certificates of completion with professional angel investing training hours will be awarded upon program completion.

 Program dates:

• Fundamentals of Angel Investing - January 17

• Risks in Angel Investing - January 24

• Angel Returns and Portfolio Strategy - January 31

• Due Diligence Course- February 7

• Valuation Course -February 14

• Term Sheet Basics - February 21

• Advanced Course on Capitalization Tables - February 28

• Startup Boards Course - March 7

• Angel Exit Strategies - March 14

Risks in Angel Investing

January 24, 2023 at 11:00 am - 1:00 pm Eastern

Since start-up companies have a high failure rate, a key component to success as an angel investor is to learn the best practices of evaluating the critical risk factors inherent in any potential early stage investment. This course provides an in-depth exploration of both the risks and rewards of investing in early stage companies. The course covers in specific detail the major risk categories and provides insights into the necessary strategies to potentially mitigate these risks.  A case study exercise utilizing a Risk Canvas template provides participants with hands-on experience to uncovering and addressing risks.

Note: Workshops are $200 for members, $250 non-members. Discounts are available when purchasing workshops in bulk. To learn more and register, click here.