Santa Barbara Luncheon Series - Why The Cash Burn? Welcome To Software As A Service (SaaS)

MAY
30
Wednesday, 12:30 pm - 2:00 pm
 
Location: Union Bank Offices
15 E. Carrillo Community Center
Santa Barbara, CA
 
Speaker:

Collin Greene, MBA
Matthew Prosser, CFA 
Harrison Doyle 

 
Time: 12:30 pm - 2:00 pm
 
Dress: Business Casual
   
 
Add to Calendar 05/30/2018 12:30 PM 05/30/2018 2:00 PM America/Los_Angeles Santa Barbara Luncheon Series Recent M&A, IPO, and VC activity has brought more light to the financials and metrics used to value fast growing but cash burning companies.  Union Bank Offices 15 E. Carrillo Community Center Santa Barbara, CA CFALA info@cfala.org false MM/DD/YYYY
A Santa Barbara Group Sponsored Event

An assortment of sandwiches, salads, and drinks will be provided.


Recent M&A, IPO, and VC activity has brought more light to the financials and metrics used to value fast growing but cash burning companies. Not all of these are traditional GAAP measures but why? How do you determine the real trajectory and viability of a company still burning cash? How and when will the bottom line become positive? 

Matthew, Collin and Harrison will give you an insight into the Software as a Service (SaaS) technology and discuss the business model, why non-GAAP measures get used so much, and the key metrics to use when analyzing technology companies with a SaaS business model.
 
Collin Greene, MBA, serves as the CFO of ShipHawk, a Santa Barbara-based company that makes an eponymous transportation management system which manages and automates supply chains. Prior to ShipHawk, he was the Vice President of Finance at Impact Telecom, a Private Equity venture where Collin oversaw acquisitions, Finance operations, and the restructuring process associated with the transactions. He worked in International Finance at stock-listed QAD, and was Corporate Controller for TMC Communications. Collin has an MBA in International Business from the Cal Lutheran School of Management and a BA from University of California Santa Barbara. Back to Top ^^



Matthew Prosser, CFA, works in the Finance/Operations department at Procore Technologies, a provider of cloud-based applications for private construction. Prior to Procore, he worked at other early stage startups and in Capital Markets Risk Management, hedging interest rate risk and valuing/bidding of new MSR acquisitions at stock-listed Pennymac Capital Management. Back to Top ^^



Harrison Doyle works in the Finance & Revenue department of Procore Technologies, a provider of cloud-based applications for private construction. Prior to joining Procore, he worked for Pacific Crest Securities focusing on software and SaaS M&A. Harrison started his career in Goldman Sachs's investment management division, having graduated from Claremont McKenna College with a degree in Economics and Accounting. Back to Top ^^
Registration Fees
$5 (Members) | $20 (Non-Members)
 
Payment Information
We accept the following:

If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.

 

Mail check to: 
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
 
Chairs: 
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA

As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
 
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