2017 Flywheel Investment Conference’S Mission Is to Educate Our Community on the Exciting and KEYNOTE SPEAKER Varied Opportunities of Investing in Startup Businesses
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To discover and promote opportunities in North Central Washington MAY 4, 2017 WENATCHEE, WASHINGTON www.flywheelconference.com is presented by: ABOUT FLYWHEEL AGENDA 10:00am 2:00pm - 2:50pm PRE-CONFERENCE SEMINAR ON WHAT IS THE DIFFERENCE BETWEEN RAISING CAPITAL FOR STARTUPS VENTURE CAPITAL & PRIVATE EQUITY? presented by Moderated by Chrismon Nofsinger, Nofsinger Group Panelists include: • Aaron Richmond, Endeavour Capital 11:30am • Andy Dale, Montlake Capital, LLC CONFERENCE CHECK-IN OPENS • Erik Benson, Voyager Capital • Todd Marker, Alpine Pacific Capital 12:00pm - 1:00pm • Cole Younger, Arnold Venture Group LUNCHEON AND 3:00pm - 3:50pm The 2017 Flywheel Investment Conference’s mission is to educate our community on the exciting and KEYNOTE SPEAKER varied opportunities of investing in startup businesses. These startups have the potential to bring significant Introductions by Jenny Rojanasthien, COMPANY PRESENTATIONS economic development to our area. Our goal is to create a dynamic, annual event that brings investors, Steve Wright & Shiloh Schauer Moderated by Wiley Kitchell capital resources and startup businesses together. of Moss Adams Capital LLC Presentation by Jonathan Evans Flywheel is directed by Jenny Rojanasthien, Executive Director of GWATA, a 501c3 with a mission to Co-President of Skyward: A Verizon company iFoodDecisionSciences Inc. bring people and technology resources together. Flywheel is also supported by Shiloh Schauer, Executive Diane Wetherington | Founder Director of the Wenatchee Valley Chamber of Commerce. 1:00pm - 1:50pm IUNU We would like to thank the members of the Flywheel Leadership Team who have volunteered their time WHAT DOES IT MEAN TO BE AN Adam Greenberg | Founder and CEO and supported this important event: ANGEL INVESTOR? Moderated by Tom Simpson, Spokane Angel Erik Benson Lisa Parks Brianne Vertrees Alliance 4:00pm - 6:00pm Voyager Capital Port of Douglas County Merriment SOCIAL & NETWORKING AT Panelists include: Bart Clennon Scott Ptolemy Mike Walker CHATEAU FAIRE LE PONT WINERY Web Guidz Eagle Group • John Pariseau, TJF, LP Stacy Luckensmeyer • Tom Lindquist, Headwaters Venture Group,LLC Please join us for complimentary wine, beer, and Wenatchee Valley College Jenny Rickel Rufus Woods hors d’oeuvres . • Geoff Entress, Pioneer Square Labs Native Network The Wenatchee World West Mathison • Susan Preston, Seattle Angel Fund Chateau Faire Le Pont Winery is located across Stemilt Growers Peter Rutherford Steve Wright the street from the Confluence Technology Center. Confluence Health Chelan County PUD Chrismon Nofsinger Nofsinger Group Josh Stendera Jeff Ostenson Rory Turner North 40 Productions Port of Chelan County PRE-CONFERENCE SEMINAR INTRODUCTIONS Raising Capital for Startups presented by Moss Adams LLP STEVE WRIGHT JENNY SHILOH SCHAUER General Manager ROJANASTHEIN Executive Director Chelan County PUD Executive Director Wenatchee Valley Chamber GWATA of Commerce A leader in assurance, tax, consulting, risk management, transaction and private client services, Moss Adams has a staff of over 2,600 that includes more than 280 partners. They focus on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams. KEYNOTE SPEAKER ANDY CATES National Tax Group Leader | Moss Adams LLP [email protected] JONATHAN EVANS Co-President of Skyward: A Verizon company Andy Cates is the National Tax Group Leader and the Firm Leader for Tax Accounting Services for Moss Adams. Andy works across the firms industry groups primarily on corporate Jonathan is a self-proclaimed “geeky pilot” and three time startup co-founder. taxation, mergers & acquisitions, and strategic business planning. Andy’s specialities are He was a professional pilot for 17 years and has over 3,000 hours of flight Securities and Exchange Commision and private company financial statement reporting; time. He has years of experience in both military aviation and as a commercial corporate taxation; IRS examinations and appeals. pilot in civilian life. He joins the aerial robotics industry with a deep love of aviation history cultivated since boyhood, and an unbridled optimism for what’s possible as the skies become digital. WILEY KITCHELL Managing Director | Moss Adams Capital LLC [email protected] SKYWARD Wiley Kitchell is a Co-Founder and Managing Director of Moss Adams Capital LLC. He Drone Operations Management for specializes in advising private companies on their sale, mergers and acquisitions, and in Businesses of Every Size raising private debt and equity capital. Wiley commenced his investment banking career with Goldman Sachs in New York City and has more than 25 years of investment banking Skyward is one of the best-in-class operations management platform for commercial drone operators. experience. Mr. Kitchell serves on the Board of Directors of Continental Mills, Inc., Herbco Their cloud-based solution powers safe, efficient flight operations with an interactive, expertly validated International, Inc., Price Farms, Inc., and Micro 100 Corporation. He is also a founding director of the Northwest Children’s Fund. drone airspace map, operations planning, fleet and crew management, and a digital system of record. They are a team of professional pilots, computer scientists, and regulatory experts who are passionate about helping drone operations of every size succeed. GEOFF ENTRESS WHAT DOES IT MEAN TO BE AN Managing Director| Pioneer Square Labs [email protected] | www.linkedin.com/geoffentress ANGEL INVESTOR? Geoff Entress is a co-founder and Managing Director of Pioneer Square Labs, a Seattle- based startup studio. Geoff is also an active angel investor in the Pacific Northwest, focusing TOM SIMPSON | MODERATOR broadly on investments in information technologies. A current venture partner with Voyager President | Spokane Angel Alliance Capital and a former venture partner with Madrona Venture Group, Geoff is a current investor in over eighty private companies in the region and is a current board member of several of [email protected] | www.linkedin.com/in/tom-simpson-481a254 those companies, including Hiya, Meritage Soups, Bonanza, Foodee and LiquidPlanner. Geoff is a long-time member of the Executive and Screening committees of the Alliance Tom Simpson has over 30 years of experience as an investment banker, venture of Angels, the largest angel investor organization in the Pacific Northwest. He also serves capitalist, angel investor and entrepreneur. Currently, he focuses on working closely with on the advisory boards for the entrepreneurship programs at the University of Washington, emerging companies in the Spokane region to achieve growth and profitability. Tom was University of Notre Dame, and Carnegie Mellon University. co-founder and Chairman of etailz, a rapidly growing eCommerce company which was sold to Trans World Entertainment in 2016. He currently manages four angel funds focused on investing in emerging companies in the Inland Northwest and is President of the Spokane SUSAN PRESTON Angel Alliance, a 100 + member group. Previously, Tom was the Managing Partner of NWVA. Manager | Seattle Angel Fund NWVA invested over $125 million in emerging companies throughout the Northwest. Tom [email protected] | www.linkedin.com/in/susanpreston serves on the board of directors of Berg Manufacturing, GenPrime, Safeguard Equipment, Stay Alfred, Sportscope and Telect. Susan Preston is a world-recognized expert in angel financing and angel organizations. She is a national and international consultant and speaker on economic development, JOHN PARISEAU angel and venture financing for numerous countries and NGOs including the EU, OECD, General Manager | TJF, LP USAID, Saudi Arabia, Jordan, Australia, Industry Canada and EBAN. Susan currently [email protected] | www.linkedin.com/in/john-pariseau-9a64894 serves as the Managing Partner of the Seattle Angel Fund and the General Partner for the CalCEF Clean Energy Angel Fund. She has also served on 30+ public and private boards, many of them start-ups. Susan is the author of numerous articles, white papers and books John Pariseau is an active angel investor and business advisor in the Inland Northwest. He on angel financing. Susan’s awards include: Winner of the Angel Capital Association is currently General Manager of TJF, LP, a family-owned partnership. Prior to that he was prestigious Hans Severiens Award, Small Business Person of the Year for 2014 from the General Manager and co-founder of WIN Partners, LLC, an angel fund based in Spokane Small Business Council of America, and Senator Cantwell’s Women of Valor award which and focused on supporting emerging companies in the region. John also owns and manages was presented by Vice President Joe Biden. a number of commercial real-estate properties, and serves on the boards of a number of early-stage companies. TOM LINDQUIST Managing Partner | Headwaters Venture Group, LLC [email protected] Tom Lindquist has a 30-year track record of profitable performance in natural resource assets and real estate. His experience includes public REIT leadership, strategic revenue growth in new businesses and the development of high performing management teams. Recently, through the Headwaters Venture Group, Tom has taken an active role in a variety of investments in infrastructure, real estate, agricultural technology, music media entertainment and affordable housing. Tom recently served as Plum Creek’s President and Chief Operating Officer.