We've hand-picked events throughout the year so you can better connect with like-minded entrepreneurs and learn from the best in the biz.

How to Pitch to Investors

Friday, September 29 | 12:00 PM - 1:00 PM

ATB Entrepreneur Centre, Calgary

A successful pitch for investment needs to recognize that the objectives of investors are often different than the objectives of the entrepreneur.  In this discussion, we will talk about what investors really care about, what types of companies they are interested in and what to include in a pitch presentation.  We will also talk abut tips and tricks for getting to meet investors, and successfully getting investment dollars in to your company.

Speakers: Jeff Lutzak, CPA, CA & Terry Booth, FCPA, FCA, CF

Jeff Lutzak is a partner at Collins Barrow Calgary with a focus on private companies. Jeff has over 11 years experience working with entrepreneurial private companies over a variety of industries including those in manufacturing, retail, construction and professional services. Jeff provides accounting, audit, tax planning, corporate structuring, assistance with financing and other business advisory services to his clients. Jeff is also a member of the Collins Barrow national IT Committee.

Terry Booth is a partner at Collins Barrow Calgary and leader of the technology practice. Terry has extensive experience working with entrepreneurial public and private companies including those in the technology, manufacturing, retail, agricultural and oilfield services sectors. Terry has focused on technology for over 20 years – as an auditor and advisor, as a CFO and as a board member. Terry provides a wide range of services to his technology clients, including audit and tax services, business consulting, strategic guidance, due diligence assistance, mergers and acquisition consulting and assistance with debt and equity financing.


***This is an intermediate-level workshop, but everyone is welcome!***

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