Leadership Workshop 2014 Columbus
Thank you for you interest in the many materials and resources provided during the 2014 ACA Leadership Workshop in Columbus, OH. Please feel free to review and use the materials below. We post all of the materials provided to us by our presenters and sponsors.
Meeting Information
ACA Member Toolkit
- ACA Group Leader Toolkit
- ACA Member Benefits
- ACA Member-Affiliate Logos
- ACA Presentation for Angel Groups – Leader to Members
- ACA Starting as Angel – OnBoard New Group Members
- Access ACA Member Knowledge Center
- Access ACA Member Resources Package
- Add Me – Member Resources overview Final
- Leader – ACA Marketing Engine
- Leader – Group Leader Letter to Member Angels
- Leader – Press Release Template 1
- Leader – Press Release Template 2
- Save Big with ACA Sponsors and Partners
- Tap in to the ACA Marketing Engine
- Use ACA to Fuel Success – 7 Ways to Leverage Membership
Accredited Investor Definition
- ACA Accredited Investor Definition Letter-Survey to SEC
- Accredited Investor Definition Comment Letter-Angels Template
- AngelList SEC Letter – Accredited Investor Definition
- CFIRA Accredited Investor Letter
- Cover Request to Write SEC
- GAO Report on Accredited Investor Criteria
- Kauffman Foundation-SEC-Comment Letter
- Letter to SEC-Mike Cope
- Protect Angel Funding Slides for Group Leaders
- Rep Boustany Letter to SEC
- Rep Mark Amodei-Nev-SEC-Comment Letter
- Rep Richmond Letter to SEC Chair re Accredited Investor Definition
- SeedInvest SEC Comment Letter – Accredited Investor Definition
Angel Resource Institute - Data, Research and Programs
Best Practices in Angel Investment and Group Vitality
- ACA Angel Insights Webinar – Best Practices in Deal Screening Deck
- ACA Angel Insights Webinar – Best Practices in Deal Screening
- ACA Angel Insights Webinar – Driving Angel Investor Returns Deck
- ACA Angel Insights Webinar – Driving Angel Investor Returns
- Angel Groups Guidebook World Bank
- BTAA Committee Structure
- BTAA Deal Flow Committee Chairman
- BTAA Due Diligence Committee Chairman
- BTAA Growth Transaction Committee Summary
- Designated Skeptic Ohio TechAngels
- Investment Banker Engagement Agreement Issues OTAF
- Investment Banker Vetting and Discussion Topics OTAF
- InvestorIQ – Kauffman-ACA-ARI
- Member Engagement Matrix – Hyde Park Angels
- Member Engagement Tracker Tool Template
- Premortem Process Ohio TechAngels
- RockThePost 2013 Investor Trends Report
- Term Sheet Nuances Ohio TechAngels
General Solicitation and ACA Established Angel Group Certification
- ACA EAG Certification Program 09-14
- ACA Individual Membership Terms – Code of Conduct
- Code of Conduct – Alliance of Angels
- Code of Conduct – Launchpad Venture Group
- Code of Conduct – Upstate Carolina Angel Network
- JOBS Act General Solicitation Cheat Sheet for Startups SeedInvest
- MAA Membership Agreement
- Membership Agreement Angel Guidebook
- Membership Info-Process Sample Angel Guidebook
- Membership Survey Angel Guidebook
- Morgan Lewis Private Offering Dos and Donts
- New Reg-D and Impact on Demo Days and Pitch Events SeedInvest
- NO/LA Angels Application Packet -2014
- NTAN Rules of Membership and Conduct
- OTAF IV Bad Actor Questionnaire
- SEC’s Keith Higgins Keynote at ACA Summit – with Highlights by ACA
- WCC Membership Agreement – Renewal-Code of Conduct
Idea Exchange with Partners and Sponsors
- Autodesk – Intro to Reality Computing
- Autodesk – New Opportunities in Reality Computing
- Gust – Roadmap Roadshow
- Gust Startup Funding Trends
- Gust User Group – Call for Participants
- OTC Markets Group – The Slow PO
- OTC Markets Investor Brochure-Smaller-Growth
- OTC QB Fact Sheet
- OTC QX US Fact Sheet
- Venture 360 Features List
Innovation Office Hours with Corporate Leaders
Presentations at Leadership Workshop
- ACA EAG Certification
- ACA General Solicitation One Year Later
- ACA Update for Members
- ACA Update Public Policy – McCannell
- Angel Group Tools – Mirabile
- AngelList Presentation
- ARI Halo Presentation – Cain/ Wiltbank
- ARI Mentoring Presentation – A May
- Member Engagement Matrix – Hyde Park Angels
- Membership Presentation – Golden Seeds
- Supporting Portfolio Companies – Shipley
- TechColumbus Presentation
Resources from ACA Partners and Sponsors
- Columbus 2020 Region Pocketcard
- Columbus Region-Map-Entrepreneur-Resources-and-Incubators
- Corum Group 2014 World M&A Report
- Dell – How Help ACA and Portfolio Companies
- Dell Center for Entrepreneurs and Founders Club
- McGladrey – Capitalizing on Credits and Incentives
- OSU Entrepreneur Ecosystem
- OSU Innovation Book
- OSU Technology Commercialization Office
- PENSCO Investors Guide Private Equity 2014
- SPROCKIT Overview for ACA
Supporting Entrepreneurs - Mentoring and Ecosystem
- ARI Mentoring White Paper
- Brookings Institution – Declining Business Dynamism
- Culture Index Brochure – part of session on supporting CEOs
- Jana Matthews – 3 Stages of Growth, How Changes Leader’s Role
- Jana Matthews – 5 Levels of Successful Delegation
- Jana Matthews – Key Questions for CEOs Making Transition to Rapid Growth
- Kauffman Foundation – Build Robust Entrepreneurial Ecosystem
- Kauffman Foundation – Examine Startup Ecosystem St. Louis
- Ken Kousky – Where Are the Jobs
- VentureOhio 523 Million Needed by Ohio Companies
- VentureOhio Policy Agenda
Tax Issues for Angels
- 83b IRS Election Form
- 409A
- FAS 123 R
- Forward Vesting – Early Exercise of Stock Options
- ISO vs NSO Quick Reference
- Qualified Small Business Stock Definition (Section 1202)
- Receiving Phantom Equity Instead of Options
- Section 83b
- Section 1045 Rollover
- Section 1202
- Section 1244
- Tax Issues for Early Stage Investors Discussion
- Why OTAF Does Not Invest in LLCs
Event Host
Event Sponsors
ACA Annual Partners
