9-9:15 Welcome from Gene and Jillian
Jillian Sidoti ESQ, CCIM -A quick run down on Regulation A+ and the process.
Session 1 • 9:15 – 9:45
How to be a Private Money Rockstar
Tips and tricks on how to stay legal and form a deal that makes sense for investors.
Session 2 • 9:45-10:15
Use the knowledge you already have to build a crowd of investors. Listen to other successful entrepreneurs who used their already acquired knowledge and experience to build trust and credibility with the crowd.
Session 3 • 10:30-11:00
Use the knowledge you already have to build a crowd of investors. Listen to other successful entrepreneurs who used their already acquired knowledge and experience to build trust and credibility with the crowd
Session 4 • 11:00-11:30
How to use new cannabis laws to take your RE business higher.
Session 5 • 11:30-12:00
LinkedIn is the largest business social network. Our speaker will teach you how to leverage the power of LinkedIn crowd for your deals. Learn how to use and market to groups.
Session 6 • 1:15-2:15
Josh Cohen of IMS, Ryan Schellhous of IndigoSpire, Joan Dromey of Computershare, and John Bowens of Equity Trust Company
Handle with Care: Your Crowd
Now that you have your crowd, what do you do with them? The crowd needs to be cared for. In this session, learn the reporting requirements, the tax implications, and about the tools that will help you report to your investors effectively.
Session 7 • 2:30-3:15
Kathy Fettke, Real Wealth Network and Jillian Sidoti ESQ, CCIM
Session 8 • 3:30-4-:45
Introducing Oren Klaff, the author of Pitch Anything and busy Investment Banker.
Oren sells in in high stakes situations, where yes or no really matter,
he lives his life in meetings and phone calls where decisions are made
that affect hundreds of lives and, and ten million dollars can seem
within grasp, then just as quickly, disappear.
On one day he may be helping a company sell or raise capital, on
another, helping a company create a presentation for their newest
Oren has developed a method over time that has proven robust and
reliable, because these kind of situations don’t work well when you’re
winging it or just learning on the job.
As he has said many times, better method, more money. Much better
method, much more money.
Turns out, the lessons and methods from the daily situations Oren is
in can apply to nearly all business meetings and business-to-business
selling. Whether your selling your company, or products and services,
what Oren has observed and written about in many years on the job can
help you close your next deal. Some of the things he’ll cover is how
to get a buyer to pay attention to you, some of the common mistakes in
every sales, and what information they buyer needs in what order,
something that most people get wrong. This presentation is all about
how to get things right, and understand what the buyer is thinking
while you’re talking about numbers and features and ROI, and how to
bring a buyer gently but firmly into your way of thinking, so he does
business with you.
Closing Session • 4:45-5:00
An intimate/small group with Oren to answer specific questions and problems for you to frame control for raising money for your real estate business