Succeeding in a Startup: The Challenges and Opportunities of being a Financial Leader in a Startup

Presented by Patrice Barber, CEO, CXM Digital Marketing Group

This presentation is designed for financial professionals who are planning to or are currently working with startups across a wide range of industries. Our presenters include Patrice Barber, CEO of CXM Digital Marketing Group who is a serial entrepreneur, successfully having launched 6 organizations of her own and worked with over 350 business owners. She has been dedicated to supporting the small business and entrepreneur community of Colorado for over 2 decades. Her expertise in operations, marketing automation, pitch coach, mentor and speaker has been recognized in the Denver Business Journal, Colorado Biz Magazine and the Denver Post. Co-presenter Steve Brietman is founder of Mindful Business Solutions and he brings his decades of financial expertise as a CFO with a CEO perspective and business savvy consulting. He has developed the key metrics necessary to create the competitive advantage. His experience in the national organization, CEO Space has provided him with a broad spectrum of clients across multiple industries.

Attendees will learn the Multi-faceted role of the financial leader in a startup organization; 10 keys to successfully launching a startup ( Service and Product examples); Types of funding options including investor funding; Best ways to track and report results and monetize ROI.

No preparation or previous knowledge is necessary for this course.

This course qualifies for 1.0 hour of CPE in the Business Management & Organization field of study and will be delivered in a live group method on February 24, 2016, from 7:00 to 7:50 pm.

This course is designed to comply with Colorado State Board of Accountancy and NASBA standards. Participants are encouraged to confirm eligibility compliance with their jurisdiction. Questions, concerns, and complaints may be submitted to

To register to attend, click here. This program is free for FTL members and their guests / $35 for non-FTL members.