NVTC

Small Business and Entrepreneur Committee Event

October 10, 2012

Oscar A. Osorio
Partner, Mid-Atlantic Tax Practice Leader
Grant Thornton LLP


Oscar Osorio is a Grant Thorton partner and the Mid-Atlantic tax practice leader. He has more than 24 years of experience providing value-added tax services to global companies. In his role as a trusted advisor, he has successfully handled complicated tax structuring and consulting issues, including international expansion and planning, domestic tax consulting and compliance, income tax effective rate planning. He has handled consulting and compliance tax issues while traveling overseas and working with multinational teams.

Osorio is currently the Mid-Atlantic area's tax practice Leader. Additionally, he is the Southeast Area's technical resolution leader for Grant Thornton's Tax Advisory and Risk Services group. In this role, he provides technical guidance on tax accounting matters and helps direct the firm's approach to service delivery with regards to tax accounting. He advises audit committees and senior management of the financial statement risks of tax planning and tax process. He has a strong emphasis in tax accounting and tax department process improvement.

Prior to joining Grant Thornton, Oscar was a tax partner with a "big 4" accounting firm. Oscar held several leadership roles including a leadership role in the firm's Tax Advisory and Risk Services group. Oscar is a member of the American Institute of CPAs. He is also a Florida, Georgia, Maryland, Virginia and Washington, D.C., CPA. Osorio has both a Bachelor of Arts in accounting and an MBA from the University of Notre Dame.



Lawrence R. Bard
Partner
Morrison & Foerster LLP


Lawrence Bard's practice is focused on corporate finance and securities law matters, including public and private offerings, venture capital transactions and other financing transactions. He advises companies on issues of corporate governance, business planning, securities law compliance, executive compensation, commercial contracts and joint ventures. Bard has completed many initial public offerings for companies in the mid-Atlantic region. He also has experience in private equity and public/public mergers and acquisitions (M&A).

Bard is a frequent speaker and writer on corporate and securities law, and is recommended as a leading M&A lawyer by Legal 500. He is a former clerk for the Delaware Court of the Chancery and the Delaware Supreme Court. Bard is also a certified public accountant.



Valerie S. Gaydos
President
Capital Growth Inc.


Valerie Gaydos is an active angel investor and founder of the Angel Venture Forum. She has been involved with many startup companies in the areas of operational development and strategic planning for more than 20 years. She is the founder and president of Capital Growth Inc. (CGI), which was founded in 1994 as a venture capital data and information publishing company. CGI currently specializes in business building and actively invests in early-stage companies.

From 2004-2007, Gaydos served as president of the Pennsylvania Angel Network. She also served as director of the Private Investors Forum (Philadelphia). She is a member of the Lancaster Angel Network, a founding director of the Center for New Technology Enterprise and serves on the Policy Committee of the Angel Capital Association (ACA). Additionally, she is a member of the PEG PAC Political Action Committee Board of the Pennsylvania Business Council and serves as chairman and treasurer PiPAC, which is a Federal Political Action Committee established to preserve and encourage the stability and growth of American emerging businesses.

Gaydos previously served as an analyst for the Pennsylvania State Senate and worked for Senate leadership. She also served as staff assistant for Pennsylvania U.S. Senator H. John Heinz III.



Sean Glass
Venture Partner
Novak Biddle Venture Partners


Prior to joining Novak Biddle, Sean Glass was the founder and chairman of Pikum Holdings, which was backed by Virgin and First Round Capital, and was acquired by The Football Pools.

Prior to Pikum, Glass was the founding president and then chief marketing officer at Higher One (NYSE: ONE), where he led the marketing and positioning strategy that helped the firm reach profitability while becoming recognized as one of the fastest-growing private companies in the U.S. by Inc. and Fast Company. Higher One went public in June 2010 in an offering led by Goldman Sachs. Glass co-founded Higher One while a student at Yale where he earned a B.S. in engineering sciences. He also has an M.A. in applied positive psychology from the University of Pennsylvania.

While at Yale, Glass founded the Yale Entrepreneurial Society and launched Yale's business plan competition. Glass serves on the board of the Yale Entrepreneurial Society and the Yale Entrepreneurial Institute, which he also helped found. Glass is an active angel investor and currently serves on the board of PaperG.



Daniel Gorfine
Director of Special Projects and Legal Counsel
The Milken Institute


Daniel Gorfine is director of special projects and legal counsel in the Washington office of the Milken Institute, a nonpartisan nonprofit economic policy think tank. He focuses on financial market and capital access issues, and recently co-authored a report on securities crowdfunding titled "Crowdfunding: Maximizing the Promise and Minimizing the Peril."

Before joining the Institute, Gorfine worked in the international and litigation practice groups at the law firm Covington & Burling LLP, where he advised and represented a wide range of business and nonprofit clients on commercial litigation/arbitration, regulatory, antitrust and international matters. Most recently, he represented the National Football League (NFL) in a dispute with the players' union involving the NFL's national television contracts. Prior to joining Covington & Burling LLP, he served a clerkship with U.S. District Court Judge Catherine C. Blake in the District of Maryland.

Daniel has a B.A. in economics and international relations from Brown University, an M.A. in international economics and strategic studies from the Paul H. Nitze School for Advanced International Studies (SAIS) at Johns Hopkins University, and a J.D. from The George Washington University Law School. Gorfine is a member of the District of Columbia and Virginia bars.