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Events

Financial Projections for Investor Pitches

McCarter & English Entrepreneur Series

9.15.2016

Guest speaker David A. Fogel, Managing Director at Swifton CFOs, will talk about the Do’s and Don’ts of properly preparing your company’s Financial Projections, including techniques that will help get you noticed by investors and mistakes that will screen you out.

Topics will include:
• Financial statements that command attention
• The financial forecast as a marketing tool
• How to develop assumptions that resonate
• Creating a sales forecast (even if you have no sales)
• What about Gust?

David possesses over 25 years of senior financial management experience and has worked in-house for several high technology companies. He is a frequent speaker at entrepreneurship events, including MassChallenge, TechStars, CleanTech Open, The Venture Forum, 128 Innovation Capital Group, MIT Enterprise Forum, and the MIT Entrepreneurial Teams (MIT e-Teams). David is an active member of MassMedic, Beacon Angels, TiE Angels and Mass Medical Angels and on the Board of Directors of the Cambridge Art Association.
David is an Adjunct Instructor of Finance and Accounting in the MBA program at Worcester Polytechnic Institute. He is also a licensed Certified Public Accountant (CPA). Swifton CFOs is an outsourced CFO firm that provides emerging businesses with cost-effective financial leadership and support so entrepreneurs can focus on growing their business.

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