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Class 7 – WEL Speaker Series. Foundations of Entrepreneurial Leadership. WEL Speaker Series. MGT 190/290 Prof Frey: [email protected]. Class 7 – WEL Speaker Series. AGENDA: 1. Quick discussion: Financial assignment 2. Due next time 3. Panel. Class 7 – WEL Speaker Series. FINANCIAL ASSIGMENT - PowerPoint PPT Presentation
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1Class 7 – WEL Speaker Series
WEL Speaker Series
MGT 190/290Prof Frey: [email protected]
Foundations of Entrepreneurial Leadership
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AGENDA:
1. Quick discussion: Financial assignment2. Due next time3. Panel
Class 7 – WEL Speaker Series
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Red Flags
• R&D – How much – 1• Factory Costs – 4• Salary – 1• Pricing – service/complex mkt – 8• Taxes – 8• Prof Fees – 4• Beg. Inventory – supply chain – 5• NP project revenue – 2• Revenue Proj – 6• Licenses/Permit – 5• Equip / Insurance - 10
5Anatomy of a Feasibility Plan – You are Here
DUE NEXT THURS
Financials Plan Part 1
BRING on THURS:- START UP COSTS- PERSONAL BUDGET
TO DO- Draft w/ study groups
Monday- Final Thurs
You are here
6. Financial InformationA. Startup Costs
B. ProForma Income Statements
C. Balance Sheet
7. Sources of Funding
8. Management Team
9. Operations
10.Milestones
6Class 7 – For Next time
• 1. Financial Plan – Part 1 – DUE in class THURS
• 2. Reading: – Revisit Essentials Chapter 11 & 12– Josh Case
• 3. Skill Building: Financial Literacy, intro to Leadership Skills
• 4. Virtual Quiz – Session 7• 5. Provide online feedback: Peer forum
Housekeeping: Not everyone can do the last class date – we are in search of another. All presentation classes are mandatory.
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Refer to the START UP and PERSONAL BUDGET Exercises From your financial literacy skill building assignment (Assigned Session 5)
- Complete both of those as relevant for:- YOUR LIFE and- YOUR BUSINESS
- Bring to class Thursday
Financials Part 1
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Marty JanisPresident & CEO, Atlantic Services Group
Richard BarneyManaging Director, Washington DC, Siegfried Group
Sarah AlexanderPresident, Emerging Markets Private Equity Assoc.
Tenley CarpPartner, Cohen & Mohr
Bio Links
Class 7 – WEL Speaker Series