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Is pleased to present
Monday, August 28, 2006
7:30 a.m. – 6:00 p.m.
UCF Research Park
Partnership II Building
Room 208
3100 Technology Parkway
Orlando, Florida 32826-3281
A program of
Seminar Overview
Starting an Angel Organization provides a comprehensive overview
of steps in creating the right angel organization for community
leaders, economic development departments, and champions with
limited experience. This full-day seminar is a hands-on experience
that includes expert perspectives, small group case studies,
and group participation. Networking opportunities with faculty
and participants are available throughout the day.
This seminar was developed by a contractor of the Kauffman Foundation
with content contributed by angel experts around the country.
Workshop participants will explore Preston’s book “A
Guidebook to Developing the Right Angel Organization for Your
Community.” Participants receive:
- A copy of Susan L. Preston’s Guidebook.
- A resource CD with blank forms to use after the workshop and
research data to make a case.
- Hands-on practice and small group work.
Who Should Attend?
- Champions, community leaders, and others who wish to start
an angel organization.
- Entrepreneurial and business support center leadership.
- University leaders and directors for entrepreneurship, innovation,
or emerging technologies.
- Community economic development leaders.
- Leaders for incubators, business accelerator, and other business
programs.
What Subjects are Covered in This Curriculum?
- Assessing your community’s readiness for an angel
organization.
- Exploring investment structure.
- Choosing the right membership structure.
- Attracting initial investors and additional members to your
organization.
- Selecting between a member led or manager led organization.
- Determining the most appropriate legal structure.
- Planning a financial structure.
- Operating once the organization is in place.
- Overcoming special challenges along the way.
Who is the Faculty for This Angel Seminar?
This workshop features a combination of expert facilitation
and videotaped perspectives by angel experts and leaders
from a variety of existing angel organizations.
Sue Preston is currently a consultant to Ewing Marion Kauffman
Foundation, focusing specifically on initiatives related to
angel investors and angel organizations, as well as the advancement
of women entrepreneurs. She is the author of multiple books
on angel investing. She is also founder and past-president
of Seraph Capital Forum, an all-women's accredited investor
angel investment forum, which educates women on early stage
investment and provides a venue for introduction to promising
new companies.
Angel experts share their perspectives via case study video
segments throughout the workshop. These video segments are also
included on a take home resource CD:
- Rich Bendis, Mid-Atlantic Angel Group Fund - PA
- Bob Goff, Sierra Angels – Lake Tahoe, NV
- Knox Massey, Ohio Tech Angels – Columbus,
OH
- Steve Mercil, RainSource Capital – St. Paul, MN
- Catherine Mott, BlueTree Allied Angels – Pittsburgh,
PA
- Rob Robinson, UH Angels, Honolulu, HI
Cost: Free to prospective angel investors, economic development
officials, technology entrepreneurs, and other qualified participants
Registration:
To register please send the requested information below to Kirstie
Chadwick at kchadwick@bus.ucf.edu. For questions or to register
over the phone please call (407) 823-1442.
What’s the agenda?
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UCF VENTURE LAB
CITRUS CLUB
AUGUST 28,2006
ORLANDO, FL
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7:30 – 8:00
| REGISTRATION
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8:00 – 8:30
8:30 – 8:45
8:45 – 9:15
9:15 – 10:00
| Course Introduction/Ice Breaker Activity
Presentation: Overview of Angels & Angel Groups
Presentation: Completing a Community Assessment
Case study activity 1: Community Assessment
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10:00 – 10:15
| BREAK
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10:15 – 10:30
10:30 – 10:45
10:45 – 11:00
11:00 – 11:15
11:15 – 11:30
11:30 – 11:45
11:45 – 12:00
| Presentation: An Overview of Investment
Structures
Case study activity 2: Choose an Investment Structure
Presentation: An Overview of Membership Strategies
Case study activity 3: Develop a Membership Strategy
Group Discussion: Attracting, Recruiting, & Retaining Members
Presentation: Manager-led versus Member-led Organizations
Case study activity 4: Choose Manager-led
or Member-led
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| NOON
| LUNCH
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1:00 – 1:20
1:20 – 1:45
1:45 – 2:00
2:00 – 2:30
2:30 – 3:00
| Presentation: An Overview of Legal Structures
Case study activity 5: Choose a Legal Structure
Presentation: Financing Your Angel Organization
Case study activity 6: Estimate Costs & Choose a
Finance Method
Summarizing the Process and Organization Frameworks
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3:00 - 3:30
| BREAK
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3:30- 4:20
| Group Discussion: Operational Decisions to
Make Deal
Sourcing Options
Deal
Screening Procedures & Questions to Ask
Coaching
as Part of Deal Flow
Company
Presentation Options
Meeting
Structures
Due
Diligence Processes, Checklists, & Resources
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4:20 - 5:00
| Questions, Answers, and Discussion
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Starting an Angel Organization – Required
Registration Information
Name:
Title:
Company:
Address:
City:
State:
Zip:
Phone:
Fax:Email:
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