Preparing for Fundraising: Build a Strong Financial Foundation for Startups

Accounting and finance might not feel as urgent as developing your MVP or finalizing your go-to-market strategy, but they are crucial when raising money and scaling your startup. In this workshop, Keith Davidson, Managing Principal at CLA and a seasoned startup CFO, will guide you beyond the buzz of startup culture to focus on building a solid financial foundation. Learn how to prepare for fundraising, manage accounting and tax requirements, and ensure your startup’s financial infrastructure is ready to support your growth and success.

About the Facilitator

Keith is the Managing Principal of the Dallas office. Previously, he led CLA’s outsourced CFO and accounting practice for technology and venture startup companies. From startup to exit, he uses experience from a variety of industries and company types to support his clients.

Before joining CLA, Keith was the CFO at ICS, a $6B division of Fortune 12 company AmerisourceBergen, where he led strategic business planning, forecasting, financial analysis, global M&A and accounting. Previously, he was the corporate finance leader for EndoChoice, a small-cap medical device company, where he built the corporate FP&A and investor relations teams, as well as the IPO financial model, ahead of their successful IPO.

Prior to EndoChoice, Keith spent most of his career at Kimberly-Clark Corporation, where he held a series of progressive, global positions in finance and strategy, along with experiences in restructuring, M&A and corporate development, and strategic marketing. Keith began his career at PricewaterhouseCoopers (PwC).

Keith is a frequent speaker and guest lecturer on startup and small-cap strategic planning, international mergers, acquisitions and business unit integration, and corporate finance organizational design.

This event is free for Villagers and ticketed for guests. Parking Validation is included with the purchase of your ticket.

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