The Orange County CFO Leadership Council Presents: CFOs Role in Raising Venture Capital and Private 2024 | The CFO Leadership Council | 17 April 2024 | RSM , 17400 Laguna Canyon Road, Ste. 200 Irvine, California 92618, USA

Unless you’re an AI startup, this is a challenging time to raise capital from VC and PE firms. While the CFO is always an essential player in these activities, you’re even more so now. So, what’s changing, what’s winning—and what isn’t? What are your responsibilities as CFO during the process, and how is that expanding? How can you function as the key sounding board to the CEO and other C-Suite executives, working on the business plan, and making presentations to prospective investors? How do you inspire trust and confidence during the process all while adhering to the strictest ethical standards, and being fully transparent? We’ll tackle all that and more in this essential program.

Key Takeaways:
• Understand the expanding role of CFOs in raising venture capital and private equity.
• Learn how to work with other C-Suite executives in developing a business plan for investors.
• Develop skills in making presentations to prospective investors.
• Understand the importance of inspiring trust and confidence in investors—and how to “speak their language” and build the right story to gets checks written.
• Learn how to adhere to the strictest ethical standards and be fully transparent during the fundraising process.

2024 Sponsors and Partners

NATIONAL SPONSOR PARTNERS:
• Oracle Netsuite
• Bank of America
• NAVAN

ORANGE COUNTY CHAPTER SPONSOR PARTNERS:
• Robert Half
• Alliant
• RSM