This FREE workshop provides basic understanding of accounting and finance that is critical for entrepreneurs. You will gain an overview of the key financial statements, financial modeling and financing alternatives, and have the chance to work on a basic financial model in Excel.
- Basic understanding of the income statement, balance sheet and cash flow statement
- Understanding of the fundamentals of building a financial model from the ground up
- Overall understanding of financing alternatives
- Please bring a laptop with Excel.
Mackenzie is a CPA-turned-entrepreneur. She is the founder and managing director of Square Root Financial (SRF), a financial services firm that provides CFO, accounting and bookkeeping services to early-stage and other high-growth technology companies. Mackenzie is also on the board of directors at imagine1day (USA), the brainchild of Lululemon's founder, Chip Wilson, and his wife Shannon. imagine1day currently works in partnership with 227 schools in Ethiopia and is helping educate over 100,000 children each year. Previously, Mackenzie was V.P. of Technology & Venture Banking at Grandpoint Bank where she sourced and structured venture financing deals between $500K - $3M and, before Grandpoint, was a co-founder of wmbly, inc., a social platform for live and on-demand video content. Prior to becoming an entrepreneur, Mackenzie audited public and emerging companies at Deloitte & Touche. Mackenzie has a B.A. from Claremont McKenna College and a masters in each Accounting and Business Taxation from USC Marshall School of Business.
333 S Grand Ave
Los Angeles, CA 90071
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