Entrepreneur's Bootcamp Session 2 - Equity & Funding

Description

The Entrepreneur’s Bootcamp Seminar Series is a three-part series hosted by Jay Landrum, David Bellumori, and Kevin Landis. This seminar series, based on Jay Landrum’s book The Entrepreneur’s Survival Guide, is designed for business owners, entrepreneurs, attorneys, CPAs and other professionals interested in gaining a better understanding of business law and the legal and operational considerations involved in starting and running a business.

These sessions can be attended in person or remotely. Each session covers common legal challenges and business requirements faced by new companies and offers 3.0 MCLE credit for attorneys.

Session 2 – Equity & Funding

Participants will gain an understanding of business financing and equity structures commonly used by startups and growing companies. The session will cover topics including SAFEs, phantom stock, stock options, shareholder agreements, investor relations, term sheets, valuations, vesting, and the differences between debt and equity financing, helping attendees better understand fundraising strategies and ownership considerations.

Speakers:

Jay Landrum, Partner at Berliner Cohen LLP

David Bellumori, Partner at Berliner Cohen LLP

Levin Landis, Associate at Berliner Cohen LLP

Tuesday, October 27, 2026
Program Schedule

• 8:30 AM – 9:00 AM | Breakfast & Check-In (In Person Only)
• 9:00 AM – 12:30 PM | Presentation

If you have any questions, please contact marketing@berliner.com

Berliner Cohen LLP is a State Bar of California approved MCLE provider (#1304).

MCLE:

3.0 Hours of General MCLE Credit

Sign-up form - https://forms.gle/FcAeUx4WKcgNAYEH6 (sign up form is the same for all three sessions)