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EVENT DETAILS |
Join us as we bring together our panel of experts to share insights on your guide to funding Continuing our popular PPP series from 2020,
About this Event
Continuing our popular PPP series from 2020, we'll bring together again our panel of experts who will give you the answers, insights & confidence to navigate the PPP funding process in 2021.
Topics will include:
New Year, New Options: What you need to know about recent legislation
Preparing for PPP Funding: 3 Paths
How to Avoid Headaches
OUR SPECIAL GUESTS
Roxann Burns, Bank of the West
SENIOR VICE PRESIDENT, SMALL & MEDIUM ENTERPRISE BUSINESS
Roxanne Burns is a senior vice president with expertise in commercial, community development, & SBA lending management. In addition to her responsibilities within Small & Medium Enterprise Business, Roxann is part of Bank of the West's Leadership Team for the SBA PPP Loan Initiative. Most recently, she & her team processed & funded more than $3 billion in PPP loans that supported payroll for more than 300,000 small business employees in California & across the country.
Roxann brings 30 years of banking experience from start-up finance companies to large complex banking organizations. She is also deeply committed to economic development issues focused on small businesses growth & sustainability.
Jared Theis, KPMG
DIRECTOR, DEAL ADVISORY & STRATEGY, ACCOUNTING ADVISORY
Jared is a Director in KPMG's Accounting Advisory Services with the Deal Advisory & Strategy practice for the Seattle office of KPMG LLP. He has over 12 years of experience providing services to public & private companies. He regularly advises clients on accounting change services, technical accounting, SEC reporting matters, & internal controls. Since April 2020, he also helps lead KPMG's national efforts for the Paycheck Protection Program from a borrower perspective. He also serves as a speaker for KPMG's Data & Analytics network, is the current chair of the Washington Society of CPAs, & the current chair of the Accounting Advisory Board for Washington State University.
Brady Berg, Wilson Sonsini
PARTNER
Brady L. Berg is a partner at Wilson Sonsini Goodrich & Rosati, where he focuses on corporate & securities law, including venture capital transactions, public offerings, & mergers & acquisitions with an emphasis on technology start-ups.
Prior to rejoining Wilson Sonsini, where he had served as an associate from 1999-2008, Brady was general counsel & corporate secretary between 2015 & 2019 at Cylance, a next-generation AI-based cybersecurity software company. Brady helped the company raise in excess of $250 million in multiple rounds of venture capital, private equity, & debt financing; he also helped lead an IPO process & contributed to the negotiation & closing of the company's $1.5 billion sale to BlackBerry. During his time at Cylance, he built & led a legal department which was responsible for all legal matters involving the company & its ten global subsidiaries.
Brady was a partner & co-chair of the venture capital & emerging companies practice at Mintz Levin from 2008-2015.
Moderated By: Nicola Corzine
Nasdaq Entrepreneurial Center, Executive Director
Nicola Corzine serves as the Executive Director of the Nasdaq Entrepreneurial Center, a non-profit that delivers world-class resources & mentoring to enable every entrepreneur across the globe to realize their maximum potential. As Executive Director, Nicola is responsible for strategic & operational leadership that help drive research, programing, fundraising, & operations for the organization.
Nicola brings over 17 years of strategic business development & entrepreneurial thought leadership programming experience to the Nasdaq Entrepreneurial Center, most recently in her role as Deal Manager for the Band of Angels, a position held since 2004 as well as Investment Partner in the 2009 Acorn fund which includes investments in Practice Fusion, Niveus Medical, & Flywheel, one of the biggest names in the E-hailing industry. During her time at the Band, she was as an early advisor to Startup America & led the development of the first national & regional Angel Capital Association conferences.
Prior to Band of Angels, Nicola was the founder & executive director of Financing Partners, an organization that delivered education to both entrepreneurs & investors to enable them to reach their mutual objectives. Before Band of Angels, she was part of three startup companies in the US & UK.
Nicola is a frequent speaker on angel investing, technology trends & seed financing at Universities including Stanford, Wharton & Duke, national conferences, including IEEE Women in Engineering, NVCA & Innovation Enterprise, & has served as a formation advisor to several regional & international angel groups & seed funds.
The Nasdaq Entrepreneurial Center is a 501c(3) public charity whose mission it is to make entrepreneurship accessible to all. We deliver world-class resources & mentoring to enable every entrepreneur across the globe to realize their maximum potential. Please join us & make your gift to ensure these transformative programs may continue to reach the underserved.
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