The Funding University | Where Business Learns About Funding

The Funding University | Where Business Learns About Funding

By Seth Block, CPABusinessInvesting
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The Funding University | Where Business Learns About Funding episodes

  • TFU 008: Kristine Kelly of K.A. Kelly & Co - Thoughts on investing during after the Pandemic| The Funding University With Seth Block

    Kristine Kelly has spent her career in investments, specifically alternative investments and real estate.  She has advised hundreds of entrepreneurs, executives, and equity investors.   Her expertise reflects the breadth and depth of a career spanning private equity and capital markets.  Ms. Kelly specializes in technology, real estate, and product companies.

    As the founder and principal of K.A. Kelly & Co., she works with high net worth and corporate clients to develop and execute investment strategies across asset classes.  She co-founded and was the Chief Executive of Equine Exchange, a transactional SaaS horse buying platform for equestrians that did for horse buying what CarMax did for the used car industry – gave buyers confidence in their purchases.

    Ms. Kelly previously held management roles with American Campus Communities, Inc. (NYSE: ACC) during the period of three-fold growth to $4.1B.


    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification

    48 min
  • TFU 007: Adam Cox of Pendleton Capital - Purchase order financing in todays world and into the future | The Funding University With Seth Block

    Adam Cox is the founder and managing principal for Pendleton Capital. He will share with us his expertise in Purchase Order Financing and Factoring.  He will tell us why these forms of financing, in many cases, can supercharge the payout when a company is sold. Later Adam will give us some advice on how to avoid letting your funding source stifle your ability to grow. 

    Adam is the current President for the Houston Chapter of The Secured Finance Network. 



    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification

    45 min
  • TFU 006: Tom Kirby- From Leveraged Portfolio Manager to Starting a Broadband Services Company | The Funding University With Seth Block

    Tom Kirby is a highly accomplished executive with over 13 years of experience in international asset management, investment banking, and trading. His recent experience focused on CLO portfolio management, which builds upon a background based on restructuring and distressed debt situations across both Europe and North America. He is skilled in developing strategies for maximizing value in distressed and “special” situations, analyzing complex multi-jurisdictional situations, implementing strategic plans, and coordinating diverse teams. Leverages strong analytical and interpersonal skills to develop coordinated teams and implement strategic plans.

    He recently helped start-up Outer Reach Broadband. A provider of broadband connectivity to underserved communities in Maine and broader New England.


    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification

    46 min
  • TFU 005: Bob Lee- Financial leadership for the High-Tech Aerospace Industry | The Funding University With Seth Block

    Bob Lee has over 20 years of experience as an independent financial consulting providing all levels of financial and accounting support (CFO services) to over 15 companies. Versatile financial and analytical skills, supporting litigation (securities fraud), and general investment banking/capital markets applications.


    He is currently the CFO for American Aerospace Technologies Inc. This company American is focused on Infrastructure surveillance through AI and Machine learning.  They are focused on data for their clients and the aircraft they use are a delivery medium for that service.  They use both manned and unmanned aircraft.

    His responsibilities as CFO for the company include:

    - Seed Investment process
    - M&A Due Diligence
    - Acquisition Integration
    - Cash Management
    - Project profitability
    - ERP Implementation


    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification

    47 min
  • TFU 004: Mike Scott Shows Us How to Make Every Employee Our Best Employee| The Funding University With Seth Block

    Mike Scott is an in-demand expert on Accountability. He started his company Totally Accountable Systems 30 years ago and has worked with over 3000 companies worldwide.  His belief is “every employee, should be your best employee”.

    Mike’s proven accountability process, TAS, eliminates the behavior that costs companies money.

    Mike is here today to share his secrets to turning good companies into industry leaders and customers into life-long fans.

    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification

    23 min
  • TFU 003: Raising Capital For a Start Up with Art Smith | The Funding University With Seth Block

    Art Smith has over 25 years of public company experience with a comprehensive background in technology and global telecommunications. Over the years, he has developed expertise in broad-based areas that includes corporate finance, financial operations, business development, mergers and acquisitions, strategic and tactical planning, sales and operational management, and international business.  As the founder of Digerati Technologies, Inc. (formerly ATSI Communications, Inc. – AMEX: AI), he has held various positions within the Company, including Chairman, CEO, and President of the Company's international subsidiary. Art is also co-founder and former Chairman of GlobalSCAPE, Inc., a leading provider of Internet-based information exchange solutions and a former wholly-owned subsidiary of Digerati. GlobalSCAPE was spun-off to the company's stockholders in 2000 and now trades on the NYSE.

    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification


    36 min
  • TFU 002: Preparing Your Company to Get Funding with Chris Reinecker | The Funding University with Seth Block

    Christopher Reinecker is a CPA with almost 30 years of experience in public accounting, manufacturing, technology, health care, energy, and professional services. Areas of expertise include corporate finance, profit improvement, management reporting, and strategic planning.

    Mr. Reinecker has provided strategic CFO services to emerging and mid-sized companies experiencing rapid growth, transitioning to new management or ownership, or in need of interim support. Mr. Reinecker worked in public accounting, where he provided financial advisory services to a variety of clients, including energy, manufacturing, and professional services. Mr. Reinecker has been CFO or Controller for several private companies, where he guided them through rapid growth and acquisitions. He also worked for a small investment bank, assisting on the sell-side of several transactions.

    Mr. Reinecker earned a B.B.A. in finance and accounting from the University of Texas at Austin in 1989. Mr. Reinecker earned his M.B.A. from the University of Texas at Austin in 1991 and later earned his CPA. In 1993, Mr. Reinecker earned his C.M.A.

    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification


    31 min
  • TFU 001: The Origin Story | The Funding University with Seth Block

    Welcome to The Funding University Podcast. Learn about the origin of this show and what you will get from it.

    About The Funding University:

    The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.

    Visit The Funding University: https://www.thefundinguniversity.com

    Get Access To:

    1. Blog: https://www.thefundinguniversity.com/blog

    2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe

    3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 

    4. Funding Expert Certification: https://www.thefundinguniversity.com/certification


    4 min

About The Funding University | Where Business Learns About Funding

From the publisher's feed

The Funding University is where business learns about funding. Hosted by Seth Block, CPA, this podcast is your all access pass to masters of finance, world class entrepreneurs, and funding experts.