Tech Talk Tuesday: Building Your Business

Setting the Finance Function Foundation


Bay Colony Corporate Center, North Entrance
1000 Winter Street - Suite 4000
Waltham, MA 02451

Directions »


March 1, 2011 7:30AM–9:30AM


As an earlier stage technology company, you recognize that capital is scarce and the needs of your organization are many. Equity capital is precious and needs to be spent wisely. Most early stage companies allocate a significant amount of capital, understandably, to product and business development. Oftentimes, accounting, finance, tax and administration matters receive little to no attention or resources. However, the cost of trying to play catch up is much greater than getting it right from the start.

So what is an entrepreneur to do? Can I build something flexible that will scale with my business without a large up-front investment? How will I recognize the point at which it’s time to make a more significant investment in infrastructure?

Please join Bob Burke, partner and technology industry practice leader at McGladrey, as he moderates a diverse panel discussion with recognized industry leaders on how you can develop an effective infrastructure that makes sense for the stage of your company by: 

  • Understanding the key issues for early stage companies 
  • Developing appropriate controls, procedures and policies 
  • Understanding the needs of your existing and potential investors


  • Jim Antes, Partner, Venture Advisors Jim brings over twenty years of financial management experience to his clients. He has extensive hands-on experience in both private and public companies having raised over $100 million in venture financing. Most recently, he has served as interim CFO at several development stage companies guiding them through bridge, venture equity and debt financings.
  • Stacy Dow, Partner, McGladrey Stacy is a partner in McGladrey & Pullen LLP’s assurance practice assurance practice and has over 19 years of experience providing audit, tax, and financial advisory services to middle market technology companies. Stacy has extensive experience with liquidity events and works closely with the management of emerging and middle market companies to assess internal controls and to assist with financial reporting needs.
  • John Lawrence, Partner & CFO, Longworth Ventures Partners John Lawrence has more than fifteen years of experience in finance, accounting, investor relations and operations. As Partner and Chief Financial Officer for Longworth, John is responsible for the firm's financial, legal and operational functions including limited partner relations and term sheet/closing document structuring and negotiation. John is also active with many of Longworth's portfolio companies with finance and operational related initiatives including capital raising structures and negotiations and internal infrastructural development.


  • Bob Burke, Partner, McGladrey Bob is a partner in McGladrey & Pullen LLP’s assurance practice and has over 20 years of audit and business advisory experience. Bob leads the technology industry practice group in New England. He works with technology companies throughout their life cycle, from emerging companies raising their initial capital, to high growth companies expanding globally, to companies contemplating a liquidity event through the public markets or a merger.