Wednesday, November 9st, 2022, 6:30 PM Eastern Time
Business 101 for Freelancers
Presenters: PATH co-founders Dave Ugelow, Todd Rabideau, and Dan Ugelow
Whether you're just starting out, or you've been freelancing for years, running a business can be challenging. Between managing all of the administrative tasks, staying organized, building a book of business, and actually doing the work, there's a lot to juggle. During this session, we’ll cover tips for freelancers at all stages:
Starting your Business (when those who are just getting going)
Protecting your IP
- Non-competition, non-solicitation, and IP ownership issues with former employers
- Entity formation and tax considerations
- Paperwork: proposals, contracts, invoices, etc.
- Health insurance and business insurance
- How to find clients
- Running your Business (for experienced freelancers)
Hiring workers and subcontracting work
- Advanced tax strategies
- Basic business accounting (setting up a balance sheet, tracking expenses, etc.)
- Growing your book of business
- Growing your Business (leveling-up)
- Partnering with other freelancers / small businesses
- Advanced contracts
- Selling your business!
Dave Ugelow is a co-founder of Path and a New York-based attorney who has been practicing transactional and corporate law for over 10 years. Most recently, Dave was head of the Legal Team for a digital media company in NY where he oversaw the tools and processes to manage the company’s freelancer workforce, among other responsibilities. Dave has advised many entrepreneurs and businesses at all different stages of growth. He also teaches a course at Brooklyn Law School on supporting growth stage companies and he is on the board of a nonprofit technology startup where he handles all legal matters for the business.
Todd Rabideau is a co-founder of Path and a senior financial analyst who has worked on Wall Street for over a decade. His specialty is leveraged finance, with a focus on the debt side, which includes everything from leveraged loans and high yield bonds to transaction structuring, CLOs, and bankruptcy and restructurings. Todd has also worked with many small business owners and entrepreneurs to consult on various financial, accounting, and tax topics. He has built financial forecasting models for businesses, helped entrepreneurs build out their accounting practices, and, more recently, has been working in the crypto space, helping a DAO (decentralized autonomous organization) with their financials.
Dan Ugelow is a co-founder of Path and an experienced software developer and UX designer who has worked across a number of major systems and languages to build prototypes, design language libraries, mobile apps, and web pages, for clients ranging from individual business owners to major Fortune 500 companies. He has also spent time freelancing in between in-house roles. He oversees the Path technology.
Dave, Todd, and Dan founded Path (www.path.tech) to provide better support for freelancers and small business owners.
Q&A will follow the presentation.
NYCT members attend for free
Non-members attend for $10
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Terms and conditions:
Thank you for your ongoing support! Please contact us anytime with any comments, questions, and suggestions for future topics.
Everyone must RSVP and pay (if applicable) before Monday, November 8 at 3:00 pm.
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Looking forward to seeing you at this meeting!