

Startup Finances 101: CFO Best Practices for Founders
Startups often operate without a CFO, but strong financial management is crucial for long-term survival and growth. Join us for a hands-on workshop with Jennifer Y. Chan, CFA, a seasoned CFO with 25 years of experience—including 15 years working with startups across fundraising, financial ops, M&A, and scaling challenges.
In this workshop, Jennifer will share real-world insights and lead interactive sessions designed to help you build financial confidence and clarity as a founder. Topics include:
🔹 Mastering Cash Flow: Avoiding common mistakes and learning how to stretch your runway
🔹 Financial Red Flags: What causes startups to fail—and how to steer clear of those traps
🔹 Fundraising Strategy: How CFOs think about when, how much, and from whom to raise
Whether you're a first-time founder or scaling your business, this session will equip you with practical tools to make smarter, faster, and more strategic financial decisions.
👉 Submit your questions in advance during registration so we can tailor the content to your startup’s needs.
Agenda:
5:30 PM – Check-In, Networking & Refreshments
6:00 PM – Opening Remarks
6:10 PM – Workshop
7:00 PM – Community Networking
Host
Jennifer is an experienced Chief Financial Officer with 25 years of work experience, with the most recent 15 years spent in startup finance and accounting. Earlier in her career, Jennifer was an Equity Research Analyst on Wall Street covering Internet and eCommerce publicly traded companies (Such as Google, Yahoo!, eBay, Amazon, Netflix etc.). She also spent two years as a litigation accounting and bankruptcy consultant at Deloitte and four years in corporate finance at VISA USA. Jennifer specializes in building tech startup G&A teams, scaling the finance or accounting function, fund raising, debt financing, M&A and post-merger integration. She has rich experience in managing external auditors, tax advisors, VC and/or PE investors and commercial bank relationships. Jennifer is part of the executive team supporting the Board of Directors and she is an advisor for a few early-stage startups.
EchoHer is a non-profit organization dedicated to empowering women and non-binary founders and funders by increasing their representation and success in entrepreneurship. We foster a supportive ecosystem to drive meaningful change and create impactful opportunities through monthly events, co-working opportunities, curated networking sessions, pitch nights, and insightful panel discussions.
Thank you to our venue sponsor MagStoneLaw