Leadership Workshop 2011 Palo Alto
In November 2011, leaders from across the ACA membership met at the 3rd Annual ACA Leader’s Workshop in Palo Alto, California for an interactive workshop led by ACA members for ACA members and focused on helping angel group leaders establish and grow and maintain strong angel groups.
Thank you to everyone who attended and participated in the interactive sessions. The following are materials provided as part of the 2011 ACA Leaders Workshop. If you should have any questions, please feel free to contact ACA Member Services Manager Sarah Dickey.
ACA and Angel Resource Institute Tools
- 2012 ACA Summit Flyer
- ACA and Angel Group Background (presentation you can provide to members/ sponsors)
- ARI Education Programs Overview
- Public Policy for ACA Members (presentation for members on accomplishments, what’s next)
Corporate Governance Webinar - PwC
- ACA-PwC Webinar on Corporate Governance Presentation
- Cooley – Emerging Company Tips
- Cooley – Investment Policy
- Cooley – Why CEOs Succeed and Why They Fail
- Ohio TechAngels – Investment Bank Questionnaire
- Ohio TechAngels – VC Questionnaire
- PwC – Roadmap for an IPO
Mentoring
Public Policy for Angels
- ACA Angel Tax Benefit Benchmark Criteria
- Angels and the Economy – an ACA presentation to help support tax credits in your state
- BC Tax Credit Presentation – Quebec Conference (financial benefits of provincial tax credit)
- Deloitte – Dodd Frank Material Roadmap
- Perfect Storm for Early-Stage MedTech Investing – Cary Adams, Sacramento Angels
- SNR Denton – Patent Reform Update
- UK Siding with the Angels Report (Rob Wiltbank, includes UK comments on angel tax credits)
- Value of Angels FAQ 2011 – One pager on angel investing for policy makers
- Who Saved Silicon Valley – Angels, of Course – Allan May
- Why Silicon Valley is Running Scared from Health Care – Allan May
Reports and Articles from Thought Leaders
- ACA-ACEF & Foley Hoag – Nuts & Bolts of Executing Successful Exits
- Bartlett – Eclipse of the Public Company
- Cooley – Venture Financing Report Q2 2011
- Payne – 2011 Valuation Survey of North American Angel Groups
- PwC – Annual Corporate Directors Survey 2010
- VC Experts – Overview for ACA Members
Research & Data
- 1Q 2011 Halo Report Presentation
- CB Insights Demo (video) How CBI Works – Venture Capital and Angel Investor Database
- CB Insights – Quarterly Venture Capital Report for Q3 2011
- CBI Reference Guide for Angel Investors (CB Insights Overview – Angel Investors)
- Center for Venture Research – Q1Q2 2011 Analysis Report
- National Angel Capital Organization (Canada) – 2010 Report
- Angel Resource Institute – Super Angels Report
- Angel Resource Institute – Super Angels Report Presentation (Dr. Robert Wiltbank)
- How CBI can help your returns by avoiding crappy investments? (Subscription Discount Available) www.cbinsights.com/angel-investors
JOBS Act Rules by SEC
- ACA Established Angel Group Verification Note to Entrepreneurs
- ACA General Solicitation White Paper
- ACA Guidance on What Membership in an Established Angel Group Says About a Purchaser
- Agreement for Guests at Golden Seeds Meetings
- Foley Hoag Private Fund DD for Bad Actor Provisions
- Foley Hoag SEC General Solicitation Alert
- Golden Seeds Letter to SEC
- Moran-Warner SEC Letter
- North Texas Angel Network SEC Policy One-Pager
- Nutter McClennen & Fish SEC General Solicitation Alert
- OTAF Bad Actor Questionnaire
- SEC Advisory Council ACA 09-17-13 (ACA Presentation to SEC Advisory Council on Small and Emerging Companies)
- SEC Comment Letter – Milken Institute
- SEC General Solicitation Webinar Deck 10-03-13
Training and Group Sustainability (Thanks to John Huston)
- John Huston Presentation
- 83b Summary
- 409A Summary
- 1045 Summary
- 1202 Summary
- 1244 Loss Summary
- AICPA SOP 97 Summary
- Considerations Prior to Accepting a Board Seat
- Cameo Appearance Guidelines
- D & O insurance Quiz
- FAS 123 Summary
- Investment Banker Considerations
- Maxwell Minimizer Story about how to take full advantage of tax benefits
- Options Argument for Angels vs. VC Directors
- Stock Options (ISO vs. NSO Summary)
- Term Sheet Nuances