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Legal Bootcamp for Social Entrepreneurs

This course has passed.

What do social entrepreneurs need to know about legal structure, tax, and securities law?

This one-day Intensive course will introduce you to the basics of social enterprise legal structures and financing. Participants taking this course will be able to make smarter decisions about business structure and finance, make better investing decisions, and be able to more adeptly and reliably consider financing options for early stage social venture enterprises.

This course is offered separately from, but is optimal when taken in conjunction with the Startup Finance Bootcamp.

Course Topics include:

  • Business entity legal and tax basics
  • Options for social enterprise structure (hybrids, L3Cs, benefit corporations, flexible purpose corporations, cooperatives, etc.)
  • Legal tools for mission preservation over the long-term
  • Federal and state securities law framework governing capital raising
  • Examples of community capital raising strategies and mission-driven structure
  • Basic types of securities
  • Do’s and don’ts for securities offerings, placement, documentation, etc. 

Who Should Attend:

  • Entrepreneurs
  • Investors
  • Attorneys
  • Consultants
  • Small business advocates
  • Local and Community Bank Executives
  • Marketing and branding advisors

Pre-Course Preparation:

Participants will be provided with articles by the instructor regarding Direct Public Offerings, securities law, and entity structure. Participants may also want to review the CEC blog, resilience.org, theselc.org, crowdfundinglaw.com, and Owning our Future by Marjorie Kelly.

About the Instructor:

Jenny Kassan is the CEO of Cutting Edge Capital and a shareholding attorney at Katovich and Kassan Law Group. She has over seventeen years of experience as an attorney for and creator of social enterprises. Her legal practice areas include small business start-up and financing, securities regulation, nonprofit law, business agreements, real estate development, franchising, cooperatives, and assessment districts. She has raised funds for and launched a public space cleaning and maintenance business, a landscapers’ cooperative, and a public market. She has extensive experience with direct public offerings, nonprofit-for-profit joint ventures, cooperatives, and creative financing tools.

Jenny earned a masters degree in City and Regional Planning from the University of California at Berkeley and earned her J.D. from Yale Law School.

General Admission: $190   Presidio Students and Alumni: $100

For more information, contact Isa Dyer at isa.dyer@presidioedu.org or 415-561-9622.