EFM Events

Join EFM at one of our events to find out more about how good financial management and business advice can help you to launch, grow and improve the value of your Business.

We join with business communities and partners to put on informative and useful events where you will learn through practical advice and real examples, grow your network and meet with experts who can help you achieve your business ambitions.

 

May 2019

22 May | How to fund your business growth | Bedfordshire

When: Wednesday, 22 May, 2019

Time: 10:30-12:30

Where: University of Bedfordshire, Polhill Avenue, Bedford , Bedfordshire, MK41 9EA

Cost: FREE

Finding the right mix of funding is dictated by a host of different factors, tactical and strategic, long term vs short term requirement and whether it is supporting working capital or investment in growth, people, marketing and assets.

During this presentation EFM will take you through fundamental questions:

  • How to raise funds for your business.
  • The type of funding suitable for your business needs.
  • Understanding the difference between the various forms of debt and equity funding.
  • The advantages and disadvantages of debt financing and equity financing.
  • Taking you through the pitfalls to avoid when it comes to debt and equity.

This structured presentation can help you through the finance maze and provide the type of professional, experienced and unbiased, guidance on financial challenges that is so hard to find or too expensive to consider.

The workshops will be delivered by the team from EFM:

Gary Jesson ( CEO of EFM Group and Finance Director) Group MD and co-founder of EFM, Gary Jesson is a Business Advisor and Finance Director with over 40 years of experience in working with growing SME’s. He applies his knowledge in a wide range of sectors providing strategic financial and business advisory services with a team of experienced professionals on hand to support. He is also directly involved as a director or founder of several companies including a medical business, family investment office and an e-commerce sticker business as well as mentoring many others.

Paul Jesson (CEO of Outsourced FD and De Novo partners & EFM Associate Finance Director) Top 4 trained Chartered Accountant, Finance Director with nearly 30 years of accounting and commercial experience. In the last 10 years Paul has majored in the SME world in which he has held several roles as employed Financial Director positions, in a number of sectors including engineering, manufacturing, renewables and SAAS businesses, helping these businesses grow whilst managing financial and commercial risk.

Click here to register for this event
23 May | Driving your business’ profit – Where am I going wrong? | Cranfield

When: Thursday, 23 May, 2019

Time: 08:30 - 10:30

Where: Eagle Labs, Medway House, Cranfield University, Cranfield, MK43 0FQ

Cost: FREE

Profit Improvement should be one of your key priority focus areas. Are you looking for ways to improve your cash balance and to help increase your revenue and reduce expenses?

EFM’s Group Director & Co-Founder, Gary Jesson, a Business Advisor and Finance Director with over 30 years of experience in working with and supporting SME’s, will be hosting this session around the critical elements that can help to improve your company’s strategic approach to improving your profit & revenue growth.

Gary invites you to attend this free business strategy session, where he’ll discuss typical SME growth pain points like:

· Cash flow worries and paying your bills on time

· Frustrations with your company’s sales and profit performance

· Making your business more profitable

Following this session, each attendee will have the opportunity of having a one to one consultation with Gary to go into more detail specific to your company.

Click here to register for this event

June 2019

5 June | The Power of Failure: The funding landscapes and leadership lessons for the age of entrepreneurship | London

When: Wednesday, 5 June, 2019

Time: 10:00 – 12:00 BST

Where: Plexal 14 East Bay Lane, The Press Centre, Here East Queen Elizabeth Olympic Park London E20 3BS

Cost: Free for EFM guests

Join Informed Funding and EFM at our meetup as we bring together expertise from the world’s first equity crowdfunding platforma community-driven seed stage Venture Capital Fund, the 2018 winner of the Next Women Pitch Competition for female entrepreneurs looking for business funding and the author of Inspiring Innovation: 75 marketing tales to help you find your next big thing“Inspiring Innovation” is a compilation of marketing origin tales of the biggest brands and products, inventions created from the ashes of failure to stories of embarrassment and anger.

Beauhurst track some of the UK’s fastest-growing businesses to get a better idea of how successful (or otherwise) they are, once they have raised investment., Many use equity investment to help them grow and, by plotting successes and failures, Beauhurst present a mixed, albeit interesting, picture. In “Startups of yesteryear”, 19% of the initial 1,155 companies tracked failed in some regard, with an additional 10% of the companies tracked failing to grow beyond seed-stage. Over a quarter have gone on to fail or stagnate, representing nearly £700m in lost capital.

 

Thomas Edison, one of the world’s greatest historical innovators is commonly known to have argued that innovation is 1% inspiration and 99% perspiration. According to Harvard Business Review, there are three variables in the innovation equation: Innovation = ƒ(Strategy + Creativity + Execution) but what role does failure play?Ground breaking businesses learn from failing businesses…….and destroy businesses to create better businesses.

 

Join us as we share key lessons borne out of failure, the importance of embracing failure and its power to drive innovation and value through successfully experimenting with new ideas. For those about to, or who have recently raised finance, we’ll be drilling our panel for key lessons you can take home to your business. 

 

This Meetup is free for Plexal and Here East members and guests of EFM and Clarity Wealth Management, £15+VAT for all others. 

Click here to register for this event

Meetup Timetable:

10:00am Arrival | Attendees from outside of the Plexal and Here East campus arrival for check-in

10:15am to 11:30am | Panel Discussion & Audience Q&A

11:30am to 12:00 | Networking

 

Location:

Plexal based in the Former Press Centre in the Olympic Village in Stratford is a workspace designed to resemble a mini-city, they have their very own indoor park, private phone booths, high street, town hall and workshop space for rapid prototyping (which comes stocked with 3D printers and scanners).

Why? Because they believe innovators need two things: opportunities to connect with people and space to think or create in quiet. And cities do both those things – which is why they’ve been hotbeds of innovation for thousands of years.

They’re just a few moments from many of London’s most important travel hubs.

Innovation Hub at Plexal, 14 East Bay Lane, The Press Centre, Here East, Queen Elizabeth Olympic Park, Stratford, London, E152GW

Meetup Experts:

Daisy Onubogu, Head of Scouting at Backed VC

Backed is a community-driven seed stage VC fund based in London.

Daisy is working hard to grow and systematise community-sourced deal flow. She’s also an Advisor at Roam, Emerge, and sits on the board of global charity, Future Brilliance. Previously, she was in charge of inviting A-list speakers to Web Summit and its sister conferences. She co-founded Refugee Info Network (a project around gathering EU asylum information to supply to refugee camps in Lesbos and Calais), and in 2017, joined the ranks of Sunday Business Post’s 30 under 30. She enjoys travel, pies, medium sarcasm, and facilitating connections to make things happen.

@Madame_Daisy ‏

@BackedVC

 

Patrick Ryan, Head of Inbound at Crowdcube

Crowdcube is a British investment crowdfunding platform, the world’s first equity crowdfunding platform.

Patrick started his career in the drinks business with Pernod Ricard, and then worked in consulting for the Irish state enterprise agency, before starting his first company, a vodka brand.

It failed, but many lessons were learned. He went on to work at Crowdcube and has helped clients raise over £20 million in equity finance in the past two years.

@ry_paddy

@Crowdcube

 

Khaleelah Jones, Founder and CEO of Careful Feet Digital.

Careful Feet is a digital marketing agency that works exclusively with start-ups and SMEs on any and every step of their business journey. The 2018 winner of the Next Women Pitch Competition for female entrepreneurs looking for business funding and part of a team of five at WellTok that closed $18m is Series B funding (prior to starting her agency), Khaleelah has a PhD in emerging media, an MBA and has worked in the marketing industry for over a decade.

 

Giles Lury, leading brand consultant and Executive Chairman at The Value Engineers.

Giles is the author of Inspiring Innovation: 75 marketing tales to help you find your next big thing. “Inspiring Innovation” is a compilation of marketing origin tales of the biggest brands and products. Inventions created from the ashes of failure, to stories of embarrassment and anger, from people watching and more.

Giles has worked in advertising, market research, packaging design, corporate identity and brand consultancy. His specialist subjects are brand positioning, brand architecture, and innovation.

@GilesLury

@ValueEngineers

@lidpublishing

 

Meetup Organiser and Chair

Diarra Smith, Operations Director at Informed Funding

Diarra leads the delivery of key strategic partnerships and events across the business. Informed Funding is an online and offline information resource designed to help business owners and directors identify the range of options available to them to raise finance. Diarra started his career in a data services consultancy supporting the Cabinet Office and leading UK research bodies. He has experience supporting clients across the political and violent risk analysis and regulatory monitoring space. In 2018, Diarra was a Top 10 finalist in RAHM 2018, RAHM brings together the most outstanding present and future LGBT+ leaders in the world. Diarra holds a degree in Philosophy from the University of Toronto.

@informedfunding

Photographs and/or video will be taken at this event.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event
11 June | What does an Investor want to see in a Business Plan? | Informed Funding Event | 11th June at Plexal | London

When: Tuesday, 11 June, 2019

Time: 10:15am to 12:00pm

Where: Plexal 14 East Bay Lane, The Press Centre Here East, Queen Elizabeth Olympic Park, Stratford London E152GW

Cost: FREE for Guests of EFM

Raising finance is often the number one challenge for the majority of business owners: 

  • How do I find an investor?
  • Why will they invest in me?
  • How do I present a compelling case?
  • How much equity shall I give away?

These are all questions that both an entrepreneur and a funder need to address and align to complete a successful fund raise.

This Workshops is free for all to attend, priority will be given to Plexal and Here East members and guests of EFM and Clarity Wealth Management.

Click here to register now!

Workshop Timetable:

10:00am Arrival | Attendees from outside of the Plexal and Here East campus arrival for check-in

10:15am to 12:00pm | Workshop Session

Throughout the Workshop we’ll be looking at:

  • The investment proposition and the need to actively engage investors from the first contact.
  • The business opportunity and how an investor can help you grow your business.
  • The essential steps that you should make to ensure your business is investment ready!
  • The steps required to prepare the ideal business plan.
  • How to achieve your business plan aims and how to avoid the pitfalls.
  • The legal aspects of business investment.

This structured Workshop can help you through the finance maze and provide the type of professional, experienced and unbiased, guidance on financial challenges that is so hard to find or too expensive to consider.

 

Workshop Advisors:

Gary Jesson (CEO of EFM Group and Finance Director) Group MD and co-founder of EFM.

Gary is a Business Advisor and Finance Director with over 40 years of experience in working with growing SME’s. He applies his knowledge in a wide range of sectors providing strategic financial and business advisory services with a team of experienced professionals on hand to support. He is also directly involved as a director or founder of several companies including a medical business, family investment office and an e-commerce sticker business as well as mentoring many others.

Edward Leek is a Finance Director for a portfolio of privately-owned growth companies. 

In addition to strategic and operational responsibilities, Edward has experience in Angel / VC / PE fund raising and has advised on many acquisitions and disposals in the UK and internationally.

Location:

Plexal based in the Former Press Centre in the Olympic Village in Stratford is a workspace designed to resemble a mini-city, they have their very own indoor park, private phone booths, high street, town hall and workshop space for rapid prototyping (which comes stocked with 3D printers and scanners).

Why? Because they believe innovators need two things: opportunities to connect with people and space to think or create in quiet. And cities do both those things – which is why they’ve been hotbeds of innovation for thousands of years.

They’re just a few moments from many of London’s most important travel hubs.

Lynn Meeting Room at Plexal, 14 East Bay Lane, The Press Centre, Here East, Queen Elizabeth Olympic Park, Stratford, London, E152GW

Photographs and/or video may be taken at this event.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event
11 June | Raising up to £5million to grow your business – focus on Tech (including software and digital) Online B2B Services and Consumer apps | 11th June London | London

When: Tuesday, 11 June, 2019

Time: 2:15pm to 4:00pm

Where: Workspace's Cargo Works1-2 HatfieldsLondonSE1 9PG

Cost: FREE for Guests of EFM

Raising up to £5million to grow your business – focus on Tech (including software and digital) Online B2B Services and Consumer apps

11th June 2019, 2:00pm to 4:00pm at Workspace’s Cargo Works (Bonded Meeting Room) near to South Bank Complex

This Informed Funding Workshop is designed for businesses that anticipate the need to raise £250,000 to £5million of finance, possibly in multiple rounds, within the next two years.

It’s a major challenge financing a technology-driven start up from “early-stage” through to a valuable, even profitable, business with commercialised products or services. Join this Workshop to find out what you need to do to find the right finance at the right time.

The Workshop will cover:

  • Getting your strategy right – how to make your business attractive to investors and enhancing your valuation. The sources of equity finance currently available in the UK – and overseas.
  • Other sources of finance – Grants, Tax Credits and Personal Sources (eg Pensions)
  • The importance of management reporting/KPIs in the eyes of the investor
  • Where does your Talent Strategy sit – The investor’s view?

These workshop sessions are intense and rewarding, with leading specialist from firms that specialise in supporting growing technology businesses.

Click here to register

We always encourage sharing of ideas and challenges between attendees, something that can only be done in small Workshop Groups.

*The Workshop is suitable for a fairly wide technology group, and that would include digital, media, and growth businesses with an online focus.

This Workshops is free for all to attend, priority will be given to Workspace customers and Club Workspace members and guests of EFMClarity Wealth Management and Kingston Smith.  

Workshop Timetable:

2:00pm Arrival

2:15pm to 4:00pm | Workshop Session

Workshop Advisors:

Mike Goldsworthy CFA, FCA CFO to Technology, Fintech & Fast-Growth Companies

Mike specialises in helping technology, fintech & fast-growth SMEs and their VC / PE investors create & execute business plans, raise funding and implement effective systems, processes & controls. He is a big 4 trained CFO & COO with 15+ years strategic delivery experience, leading financial strategy & management, change management and operational risk management.

Jamie Sherman SME Business Advisor – expertise working with tech sector, professional firms and entrepreneurial businesses and Partner at Kingston Smith

Jamie has amassed significant experience in advising entrepreneurial businesses across a variety of sectors, with a focus on professional practices. His clients have included architects, lawyers and surveyors as well as marketing services businesses and recruitment specialists. Jamie is a specialist on SRA Accounts Rules and provides in-house and external training when required. Jamie was named one of Accountancy Age’s 35 under 35 in 2018.

Photographs and/or video may be taken at this event.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

 

 

Click here to register for this event

Download the EFM brochure

Click for your copy

Join Us

© EFM 2019
Web design by Union 10 Design