Agenda
Agenda
11:30 AM – 12:00 PM PDT
Attendee Arrivals & Check-In
Lunch, coffee, and refreshments to be provided.
12:00 – 1:00 PM PDT
Session VCON-25-01: Demystifying VC Fund Audits: Let’s navigate the State of Private Markets and How Fund Auditors Can Help VC Funds Stand Out.
Description: One of the most common myths surrounding auditing is the misconception that auditors focus solely on finding faults and mistakes within an organization’s records and procedures. In reality, VC fund auditors play an essential role in upholding the integrity and transparency of private markets. They provide independent verification of a fund’s financial statements, ensure accurate investment valuations, and ultimately offer assurance and confidence that the fund’s accounting practices comply with regulations, accounting standards, and the relevant financial reporting frameworks. The value derived from a VC fund’s audit significantly outweighs its associated costs, as it provides detailed evaluations and insights that foster informed decision-making. We invite you to join this session, where our experienced VC fund auditors will demystify the auditing process and enhance your understanding of how to manage your fund audit.
Objectives: During this session, you will learn the following:
- Importance of a VC fund audit even when the fund is not subject to audit requirement.
- Venture capital fund audit 101: what fund manager needs to know and prepare.
- How auditors can help your VC fund stand out in a competitive private market.
Moderator: Check back later as this is being updated.
Featured Speakers: Check back later as this is being updated.
1:15 – 2:15 PM PDT
Session VCON-25-02: VC Fund Accounting: A snapshot of the main challenges that all Fund Managers should know.
Description: Venture capital accounting is fraught with unique challenges that fund managers must navigate to maintain operational efficiency and compliance. The intricacies involved in valuing and managing investments in early-stage companies—often compounded by the absence of substantial financial metrics—can be daunting. Fund managers face a myriad of concerns, from financial projections and compliance to managing payroll, transaction costs, and execution risk. Moreover, the imperative for strategic flexibility is ever-present. Join this session to learn the wealth of expertise and resources available to streamline your Fund operations, ensuring you remain compliant while fostering growth in a competitive landscape. Let us partner with you on this journey to financial success.
Objectives: During this session, you will learn how one platform can offer your Fund unlimited potential:
- Fund formation and administration.
- 409A Valuation.
- Financial reporting and equity advisory.
Moderator: Check back later as this is being updated.
Featured Speakers: Check back later as this is being updated.
2:30 – 3:30 PM PDT
Session VCON-25-03: Marketing Hacks for Venture Funds: Why VC firms need marketing and what common marketing mistakes VC firms should avoid.
Description: VIn recent years, we’ve witnessed an incredible surge in the number of investment firms, fueled by the tremendous value that startups are generating across various industries. Venture capital has become a high-stakes arena where the balance of risk and reward is constantly shifting, and firms are in a race to identify and support the next groundbreaking idea. Yet, in this increasingly crowded market, merely providing financial backing is no longer sufficient to stand out. It’s essential for investment firms to adopt a strategic approach that goes beyond funding, ensuring they can navigate the complexities of the competitive landscape effectively. In today’s entrepreneurial landscape, founders are on the lookout for more than just a pocketful of cash; they’re after a true partner who can offer mentorship and strategic guidance, someone who’s ready to champion their vision. This shift in priorities makes marketing a vital ingredient in the recipe for success for venture capital firms. With a dash of creativity and a sprinkle of strategy, a robust marketing approach can highlight your unique value and build the trust that attracts top-tier startups like bees to honey.
Objectives: During this session, our featured speakers will share:
- Practical marketing strategies designed to elevate your brand, attract high-potential opportunities, secure your place as a leader in the venture capital ecosystem.
- Common marketing mistakes you should avoid.
- Best strategies to attract limited partners (LPs).
Hosted by: Check back later as this is being updated.
Moderator: Check back later as this is being updated.
Featured Speakers: Check back later as this is being updated.
2:30 – 4:30 PM PDT
Session VCON-25-04: Innovator Pitch Contest (in another room) with selected innovators.
Description: Five selected visionary entrepreneurs are invited to present their innovative business ideas to investors. This offers them an opportunity to pitch to a distinguished panel of investors judges and potentially land their next funder
Pitchers: By invitation only.
Investor judges: Check back later as this is being updated.
3:45 – 4:45 PM PDT
Session VCON-25-05: Navigating the U.S. Venture Fund Banking and the Role Played by External Experts in Supporting the VC Industry.
Description: According to SVB’s private markets survey, a significant trend has emerged in the investment sector where nearly 90% of investment firms are opting to outsource at least half of their tax work, with almost a third choosing to outsource all of it. This shift is largely driven by the complexities of varying tax laws, the continuous evolution of regulations, increased cross-border transactions, and the introduction of innovative fund structures. As firms navigate these challenges, it is essential to strike the right balance between leveraging external expertise and maintaining dedicated internal tax professionals. Despite optimism for recovery, the fundraising landscape remains tough in the foreseeable future, influenced by a prolonged weak exit market, ongoing macroeconomic pressures, and intensified competition for limited partner (LP) investments. We encourage you to join our upcoming session, where expert bankers and accountants will share critical insights and strategies to help you effectively address your tax, banking and fundraising challenges amidst this dynamic environment.
Objectives: During this session, our featured speakers will discuss the following:
- Financing and global banking services available to VC Funds.
- VC Fund taxation 101: learn fund tax basics, what is taxed and what isn’t and what is subject to tax write-off.
- Benefits of outsourcing your VC-backed CFO services.
Hosted by: Check back later as this is being updated.
Moderator: Check back later as this is being updated.
Featured Speakers: Check back later as this is being updated.
5:00 – 6:00 PM PDT
Session VCON-25-06: A VC’s guide to portfolio construction: the blueprint for success in venture capital.
Description:
Portfolio construction presents significant challenges, whether for aspiring venture capitalists, angel investors taking the leap, or seasoned professionals looking to refine their approach. Mastering this skill can often feel overwhelming. A well-structured portfolio not only balances risk and maximizes returns but also positions your fund for enduring success. The absence of a clear strategy can lead even the most promising investments to falter, compromising overall performance. By emphasizing essential principles such as diversification, capital allocation, and risk management, you empower yourself to build a portfolio capable of thriving in an unpredictable market.
Session Objectives: During this session, our featured speakers will share:
- Key elements of a great portfolio construction.
- Best strategies for capital allocation.
- Risk management best practices for finding the right mix of startups.
Moderator: Check back later as this is being updated.
Featured Speakers: Check back later as this is being updated.
6:00 – 8:00 PM PDT
Session VCON-25-REC: Conference Networking Reception
Join LNB Accounting and its business partners for a memorable reception that promises to be an enriching experience filled with opportunities for connection and networking among like-minded professionals. As we gather, you will enjoy a delightful meal complemented by a selection of delicious beverages, creating an inviting ambiance that enhances the overall experience. Note: This reception is an in-person gathering. No virtual link is offered. You must register to attend.
Light refreshments will be provided during the break between sessions. This thoughtful addition aims to foster an environment conducive to networking and collaboration among participants, allowing for meaningful interactions and exchanging ideas. At LNB Accounting, we believe that these moments of connection are invaluable, and we are committed to enhancing your experience at our event. We look forward to welcoming you and ensuring your time with us is enjoyable and productive.