Serving San Francisco, East Bay, and Silicon Valley

Alternative Funding Models for the 21st Century Entrepreneur

Wednesday, September 24, 2014 Industry Leadership Series - Professional Development Series

CrowdfundingCome join our panel of experts as we discuss alternative funding options available to entrepreneurs. We have an exciting panel of alternative investors who are innovators in lending and investing.



RSVP by September 23

Register ONLINE

 

Moderator:

Mark CalveMark Calvey, San Francisco Business Times.

Mark Calvey covers banking and finance for the San Francisco Business Times.

Speakers:

Kim KaselionisKim Kaselionis, Founder/Managing Partner, Breakaway Funding LLC

Kim Kaselionis, founder/managing partner of Breakaway Funding LLC, is the former CEO/chairman of Circle Bank, which she led to 53 consecutive profitable quarters before managing its above-book-value sale to Umpqua Bank in late 2012. During her tenure, she built Circle Bank from a nearly insolvent one branch community bank to a six-location, $325 million (total assets) Northern California leader.

In 2013, she founded Breakaway Funding to take advantage of provisions of the JOBS Act of 2012 which allow investors, businesses and banks to leverage crowdfunding to finance local businesses and to encourage investment in local economies.

She has won numerous industry and community awards in her two decades in the financial services industry and has represented California community banks on a national level and served on several ABA governing committees.

She holds a BS in Accounting from California State University, East Bay and MBA in Business Administration, University of Phoenix.

Carrie DolanCarrie Dolan, CFO, The Lending Club

As the Chief Financial Officer, Carrie is responsible for Lending Club’s financial management, including accounting, financial planning and analysis, treasury, tax, fund accounting, trading and settlement, and investor relations.

Prior to Lending Club, Carrie was the Treasurer for The Charles Schwab Corporation, a leading provider of securities, brokerage, banking, and financial advisory services to individual investors and independent investment advisors. Carrie also served as the Chief Financial Officer for Schwab Bank, a bank she helped launch in 2003.

Before joining Schwab, Carrie held a variety of financial positions at Chevron in financial planning and analysis, management reporting, accounting, credit, and treasury. During her tenure, Carrie helped launch the Chevron Credit Bank, which offered proprietary credit cards, and served on its board of directors and as its Chief Financial Officer.

Carrie was named the 2013 Bay Area CFO of the Year for Emerging Companies by the San Francisco Business Times. This award recognizes finance leaders who have made outstanding contributions to the company’s performance as evidenced by significant growth and by recognition of the company as a leader in its industry.

Carrie received both her BS in finance and accounting and her MBA degree from the Haas School of Business at the University of California, Berkeley.

Brian Dally, CEO, GroundFloor

Brian DallyBrian Dally is co-founder & CEO of GROUNDFLOOR, the nation's first and only micro-lending platform for real estate open to participation by all, not just accredited investors.

Brian's 15 year career building disruptive technology startups spans stints in Silicon Valley, Boston, London and the North Carolina Triangle area. Previously, he led the launch of Republic Wireless to take on the big four cellphone carriers to international acclaim. As a result, millions more Americans can now afford a smartphone.

Brian has a JD from Harvard Law School, an MBA from Harvard Business School, and a BA with Highest Distinction from the University of Virginia.

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