MGT 816 · Fall 2026

Materials

Slide decks and handouts are posted after each class day (after the 4:10 pm section). Student versions only — scrubbed of licensed case exhibits and third-party images. Pre-class readings live on the Readings page.

Session 1 — The private-company CFO and the financial infrastructure

Wed Sep 2, 2026

• Slides: posted after class
• Handouts: none

Session 0 — CFO Toolkit Bootcamp — accounting refresher, Excel cap-table warm-up, group formation

Fri Sep 4, 2026

• Slides: posted after class
• Handouts: none

Session 2 — Cap Table Lab — formation through Series A, dilution, option-pool mechanics

Wed Sep 9, 2026

• Slides: posted after class
• PS1 assignment (PDF)
• PS1 Excel scratch template (optional)
• PS1 workbench — complete and submit here

Session 3 — Legal and people infrastructure — entity choice, legal documents, worker classification

Mon Sep 14, 2026

• Slides: posted after class
• Handouts: none

Session 4 — Case 1: FeedBurner — founding teams and splitting the pie

Wed Sep 16, 2026

• Slides: posted after class
• Handouts: none

Session 5 — Equity compensation — instruments, accounting, and tax (83(b), ISO/NQSO, AMT, 409A, QSBS, ASC 718)

Mon Sep 21, 2026

• Slides: posted after class
• Handouts: none

Session 6 — KPIs, budgeting, and forecasting — driver-based planning and unit economics

Wed Sep 23, 2026

• Slides: posted after class
• Handouts: none
• PS1 workbench — complete and submit here

Session 7 — AI-assisted forecasting workshop (laptops required)

Mon Sep 28, 2026

• Slides: posted after class
• Handouts: none
• PS2 workbench — complete and submit here

Session 8 — Case 2: Solstice Robotics — taxes and employee stock options

Wed Sep 30, 2026

• Slides: posted after class
• Handouts: none

Session 9 — Revenue recognition and margins — ASC 606, bookings vs. revenue, SaaS models

Mon Oct 5, 2026

• Slides: posted after class
• Handouts: none

Session 10 — Boards, board packages, and audit readiness

Wed Oct 7, 2026

• Slides: posted after class
• Handouts: none

Session 11 — Fundraising — process, term sheets, SAFEs and convertible notes, venture debt

Mon Oct 12, 2026

• Slides: posted after class
• Handouts: none

Session 12 — Exits — M&A, private equity, IPO readiness; course synthesis and exam guidance

Wed Oct 14, 2026

• Slides: posted after class
• Handouts: none

Problem sets have their own page: everything — both digital workbenches, both assignment PDFs, the PS1 Excel template, and the full PS2 Model Pack — is on Problem Sets. Solutions and grading guides are on Canvas only.