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Class 7 – WEL Speaker Series

Class 7 – WEL Speaker Series. Foundations of Entrepreneurial Leadership. WEL Speaker Series. MGT 190/290 Prof Frey: Frey@gwu.edu. Class 7 – WEL Speaker Series. AGENDA: 1. Quick discussion: Financial assignment 2. Due next time 3. Panel. Class 7 – WEL Speaker Series. FINANCIAL ASSIGMENT

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Class 7 – WEL Speaker Series

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  1. Class 7 – WEL Speaker Series Foundations of Entrepreneurial Leadership WEL Speaker Series MGT 190/290 Prof Frey: Frey@gwu.edu

  2. Class 7 – WEL Speaker Series AGENDA: 1. Quick discussion: Financial assignment 2. Due next time 3. Panel

  3. Class 7 – WEL Speaker Series FINANCIAL ASSIGMENT - Jane’s Art Gallery

  4. 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

  5. Anatomy 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 • Financial Information • Startup Costs • ProForma Income Statements • Balance Sheet • Sources of Funding • Management Team • Operations • Milestones You are here

  6. 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 Class 7 – For Next time Housekeeping: Not everyone can do the last class date – we are in search of another. All presentation classes are mandatory.

  7. 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

  8. Class 7 – WEL Speaker Series Marty Janis President & CEO, Atlantic Services Group Richard Barney Managing Director, Washington DC, Siegfried Group Sarah Alexander President, Emerging Markets Private Equity Assoc. Tenley Carp Partner, Cohen & Mohr Bio Links

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