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Welcome to Coffee Break

Where our experts discuss business strategies over a quick cup of Joe

Stage 1’s new streaming video series, Coffee Break, aims to help entrepreneurs connect with industry experts for helpful guidance and strategic insights.

Transaction Services – 5 pitfalls of raising capital

The road to raising capital is burdened with pitfalls to avoid. Take the advice of some seasoned professionals and avoid these 5 pitfalls.

Pre-recorded 

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Hosted By: Stage 1
Coffee Breakers: 

Jeremy Triefenbach, CFO
Kayleen St John, Head of Transaction Services

Date: March 23, 2022
Duration: 13 minutes

Transaction Services – When to walk away from a financing offer

Trying to raise capital can be a hard task but sometimes the deal isn’t worth it. Here are some guidelines on when you should walk away from an offer.

Pre-recorded 

Details

Hosted By: Stage 1
Coffee Breakers: 

Jeremy Triefenbach, CFO
Kayleen St John, Head of Transaction Services

Date: March 8, 2022
Duration: 19 minutes

ERP Systems – The good, the bad, and the ugly

Grab a cup of coffee and listen to a couple of Stage 1 Financial CFOs as they discuss the good, the bad, and the ugly of ERP implementations and how they differ from Inventory Management Systems.

Pre-recorded 

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Hosted By: Stage 1
Coffee Breakers: 

Elena Minton, CFO
Marisa Rudolph, CFO

Date: December 14, 2021
Duration: 12 minutes

Sales Tax – Doing it right the first time

Learn more about how your business needs to handle sales tax. Sales tax compliance begins with recognizing what states you have physical and economic nexus with that create sales tax obligations.

Pre-recorded 

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Hosted By: Stage 1
Coffee Breakers: 

Lacy Nitzel, Account Manager
Adrian Rivers, State & Local Tax Manager

Date: September 10, 2021
Duration: 14 minutes

Integrated Reports and Budgeting – Better insights and planning

Stage 1 has a refined system for taking your complex set of data and simplifying it into valuable, timely reports. We then use those reports to continually adjust your budgeting. It’s an integrated approach that keeps you nimble and operating at peak efficiency.

Pre-recorded 

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Hosted By: Stage 1
Coffee Breakers: 

Katy Triefenbach, CEO
Jeremy Triefenbach, CFO
Alex Oldfield, Manager Business Intelligence 

Date: Agust 6, 2021
Duration: 16 minutes

Getting into Wholesale – Understanding your brand

Deciding when and where to try breaking into the wholesale market can be a daunting task. It’s more than just picking the largest distributor you can find and understanding your brand positioning plays a big role in making this decition. Listen in as expert Lila Sharifian gives some balanced and insightful hints on how to move your product wholesale.

Pre-recorded 

Details

Hosted By: Stage 1
Coffee Breakers: 

Katy Triefenbach, CEO
Lila Sharifian, CFO

Date: July 23, 2021
Duration: 15 minutes

Transaction Services – Focused on raising capital

More and more startups are looking for and needing solid help raising capital, and we are here to support you. We have found that, more often than not, our clients should bring us in as early as possible to help prep for getting them ready. It’s never too early to speak with us about raising capital.

We are not acting as your investment banker. We are acting as your CFO, accounting and finance team. We aren’t taking a percentage of your raise. This is because we are a long-term partner with you.

Pre-recorded 

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Hosted By: Stage 1
Coffee Breakers: 

Katy Triefenbach, CEO
Kayleen St John, Director of Transaction Services

Date: June 10, 2021
Duration: 13 minutes

Term Sheets – What to look for

Join our own, Jeremy Triefenbach – CFO and Katy Triefenbach – CEO, as they discuss term sheets and some of the red flags to look out for. Are you getting the deal that’s best for you? Visit here for more information about the venture capital association.

Pre-recorded 

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Hosted By: Stage 1
Coffee Breakers: 

Jeremy Triefenbach, CFO
Katy Triefenbach, CEO

Date: April 27, 2021
Duration: 17 minutes

Taxes – How to manage your business taxes

Join our own, Jeremy Triefenbach – Managing Partner & CFO, as he talks business taxes with guest Sr. Tax Consultant, Gary Gee. Taxes are complicated. Are you getting all the breaks you’re eligible for? Gary knows the answer and his advice is worth a listen…

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Hosted By: Stage 1
Coffee Breakers: 

Jeremy Triefenbach, Managing Partner & CFO
Gary Gee, Sr. Tax Consultant

Date: Nov 2, 2020
Duration: 18 minutes

Cash Forecasting – The most important investment you can make

Take an educational break with Mike Tornatela and Jeremy Triefenbach as they discuss the ins and outs of cash forecasting and why it’s a must-have for every company.

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Hosted By: Stage 1
Coffee Breakers: 

Mike Tornatela, Partner & Finance
Jeremy Triefenbach, Managing Partner & CFO

Date: Sept 16, 2020
Duration: 18 minutes

Demand and Production Planning – Learn your basics

Join our expert CFOs, Dawn Techow and Pieter Theron, as they discuss Demand Planning and Production Planning – it’s a game-changer!

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Hosted By: Stage 1
Coffee Breakers: 

Dawn Techow, CFO
Pieter Theron, COO & CFO

Date: August 13, 2020
Duration: 25 minutes

Customer P&Ls – Peeling back the layers for success

Sit down for a quick chat with our CFOs – Lila Sharifian and Jeremy Triefenbach –   as they discuss utilizing the layers of your Customer P&Ls and why they are so important for growing companies.

Pre-recorded 

Details

Hosted By: Stage 1
Coffee Breakers: 

Lila Sharifian, CFO
Jeremy Triefenbach, Managing Partner & CFO

Date: July 8, 2020
Duration: 17 minutes

COGS & Gross Margin – Why you should care

Join our own Greg Buscher – CFO and Pieter Theron – COO, CFO for a quick Coffee Break where they discuss the basics of COGS & Gross Margin and why good practices are vital now more than ever. Ideal for all business owners, you may not love talking inventory, supply chain, and margins, but these guys do! And their advice is worth a listen…

Pre-recorded 

Details

Hosted By: Stage 1
Coffee Breakers: 

Greg Buscher, CFO
Pieter Theron, COO & CFO

Date: June 1, 2020
Duration: 20 minutes

Discover additional webinars discussing business during COVID-19