
Sign up to save your podcasts
Or


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
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
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
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.
His responsibilities as CFO for the company include:
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
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
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
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
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
From the publisher's feed