20-Minute Tales from the Frontlines of Finance.

Setting up for success: How to establish finance and operations to support your company’s growth.

April, 2021

In this session, early stage start-up consultant Lisa Slater will share tips on how to establish efficient systems, processes, and operations. Startups are better served when founders are free to focus on product-market fit and go-to-market strategies rather than operational issues and back-office concerns.

About this talk.

About

In this session, early stage start-up consultant Lisa Slater will share tips on how to establish efficient systems, processes, and operations. Startups are better served when founders are free to focus on product-market fit and go-to-market strategies rather than operational issues and back-office concerns. An efficient setup supports the growth that all startups seek. Getting it right provides the tools needed to make good business decisions, and sets companies up to take advantage of opportunities.

Lisa’s tale will focus on how to identify, corral and organize the deluge of data following seed financing when startups are in hyper growth mode.

Lisa began her career at PriceWaterhouseCoopers. After working in corporate finance for many years, she founded Three Butterflies Consulting. Her passion is to free up founders’ time by taking care of finance and operations, so they can focus on growth and innovation.

Three tips and tricks.

  • What infrastructure should be in place at each stage of a company’s growth? 
  • How to make a case for investing in accounting and finance foundations. 
  • Strategies for downstream resets when finance and accounting operations haven’t been a priority.

Speakers

Lisa Slater

Lisa began her career at PriceWaterhouseCoopers. She worked in corporate finance and academia before joining KongBasile Consulting, where she developed an interest in tech startups. She is an Adjunct Professor at Holy Names University. She also volunteers on the scholarship committee of the Financial Women of San Francisco. She has a Certificate in Sustainable Business Strategy from Harvard Business School Online, a MA Economics from University of St. Andrews, and a Masters of Accountancy from Golden Gate University. Lisa is a CMA.

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All 
20-Minute Tales from the Frontlines of Finance.