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Event Details
  • Raising Money
    January 27, 2019
    10:00 am - 6:00 pm
Available Tickets Price Qty*
- Non Member (early bird) $150.00 (USD)  / ticket  
- TRU Member (early bird) $125.00 (USD)  / ticket  
- Workshop/ Membership combo (Early bird) $210.00 (USD)  / ticket  
- Special Discounts (enter code) $175.00 (USD)  / ticket  
- Non-Member $175.00 (USD)  / ticket  
Goes On Sale
Jan 12, 2019
- Member (regular price) $150.00 (USD)  / ticket  
Goes On Sale
Jan 12, 2019
- Workshop/ Membership combo $235.00 (USD)  / ticket  
Goes On Sale
Jan 12, 2019

*Please note that a maximum number of 10 tickets can be purchased for this event per order.


Raising Money for Theater 2019: Who, How and When to Ask

Sunday, January 27th, 10am to 6pm
Studio 353, 353 W. 48th Street, 2nd floor

Click here for curriculum and speakers

It's more important now than ever for the voice of theater to be heard, so get ready to move ahead with passion and a plan. For producers, one important step is finding the money and resources to bring your projects into production. We invite you to acquire some basic tools and crucial information that will help you to overcome your money shyness and effectively reach out to supporters. From pitching techniques and presentation skills to legal requirements and business planning, plus a wealth of first-hand experience from more than a half dozen producers who are currently active in the Broadway and off-Broadway worlds, we promise you an informative, empowering and inspiring day.

Workshop faculty will include (confirmed so far): Bruce Robert Harris and Jack W. Batman (Be More Chill, King Kong, American Son, Carousel, Present Laughter, Natasha, Pierre..., On The Town), Cody Lassen (Indecent, Significant Other, Spring Awakening revival), Cheryl Wiesenfeld (upcoming Ain't Too Proud to Beg, Tony winner for All the Way, Vanya & Sonia & Masha & Spike, The Gershwin's Porgy & Bess, Elaine Stritch: At Liberty); James Simon (Pippin revival, Roof of the WorldThe Velocity of Autumn, Bells Are Ringing  revival; investor in Rent, Vanya & Sonya & Masha & Spike, Little Women); plus entertainment attorneys  Eric Goldman and Lee Feldshon, and financial advisor Bailie Slevin of Entertaining Finance. (See full bios below.)

Applying by mail? Send registration and payment to: Theater Resources Unlimited/Boot Camp, 309 W. 104th Street 1D, NYC NY 10025

$175 for non-members$150 for TRU members
Special workshop/membership packages available 
$25 off if you register by 1/11

Festival Discount, $135 (for anyone who has applied to any of the upcoming festivals - use Special Discount button)
Student Discount, $115 (use Special Discount button)
Email TRUStaff1@gmail.com with proof of your festival application, or a student ID, and we will provide you with a code to use with the Special Discount button in the bright red ticketing box on this page.

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SCHEDULE AND SPEAKERS (subject to change)

9:45am-10:00am - registration and check-in, coffee and cake/bagels
10:00am-10:15am - keynote speech: tbd

10:15 to 11:00 - "Commercial and Not-for-Profit Asks: Defining the Differences"  with attorney Eric Goldman. We will define terms, then focus on the not-for-profit side: the legal paperwork and structure that is necessary in order to ask for donations, and the responsibilities to your donors, plus the ways in which not-for-profits and commercial companies can work together.

11:00 to 11:45 - "Commercial Financing: Formalizing Your Ask" with attorney Lee Feldshon. The required paperwork and structures at every level of development, from front money agreements to private placement to Federal filings. And the limitations placed on asking.

11:45 to 12:00 - BREAK

12:00 to 12:30pm - "Why Is This Show Likely to Succeed: Creating an Effective Business Plan"  Your business plan is your blueprint for success, and a compelling sales tool when approaching investors. It helps you understand your project and how best to pitch it. RK will offer a flexible template covering all the basic areas of information you need to include, as well as offering guidance in creating a plan that is professional looking and appealing. 

12:30 to 1:15pm - "How to Present Yourself to Investors" with financial advisor Bailie Slevin of Entertaining Finance. We will take a look at a basic money raising pitch both from your side and the investor’s side, learning how to speak the same financial language, exploring how to best communicate your proposal to your target audience. GETTING the money is what it is all about but HOW you go about the process makes all the difference. It takes simplicity, focus, structure, organization, and follow through to make it happen. This section will concentrate on "winning language" and "successful steps" to get the support for your creative projects.

LUNCH to 1:15pm to 2:15pm

2:15 to 2:45pm - "The Investor's Perspective: Why Your Show?" with James Simon. So what do you need to do or say to get an investor to write that check? Different investors have different reasons. Our guest speaker, active in commercial Broadway, will discuss why he picks the shows he picks, and what you might learn from his choices.

2:45 to 3:30 -"Practical Tips and Money-Raising Secrets" with Cody Lassen. Practical tips, tricks, and tools you can use to raise money and manage investor relations. From initial investor research through closing night and beyond, you'll learn how to create a plan for managing the fundraising process that you can put to use right away. 

3:30 to 4:15 - "Cultivating and Maintaining a Pool of Investors" with Bruce Robert Harris and Jack W. Batman. Who to go to, what to talk about, how to present material, disclosures and much more. Identifying prospective investors is just the first step. How do you communicate your passion for a project, incentivize a prospect and close the deal? PLUS the business and hierarchy of theatrical producing: definitions of lead producer, co-producer, investors, and appropriate lingo, budgets, capitalization, and recoupment charts.

4:15 to 4:30 - BREAK

4:30 to 5:15 - "How I Learned to Stop Worrying and Just Started Asking" moderated by Cheryl Wiesenfeld.  The best kept secret about raising money: you have to ask for it. And yes, it doesn't come naturally to everyone. Our panel will talk about overcoming fears, making mistakes and getting back in the saddle. And how they took the leap of faith that brought them the results they wanted. 

5:15 to 5:30 - Keynote Speech: Cheryl Wiesenfeld

5:30 to 6:00pm - RECEPTION

Use form below, or click here to register.

Panelists
  • LEE A. G. FELDSHON

    has over 23 years of experience in entertainment and corporate law. He recently formed Feldshon Law PLLC to launch his private practice, after having partnered with David Schwartz in Feldshon & Schwartz, LLP for the last 10 years. He represents producers, co-producers, composers, bookwriters, lyricists, directors, and other creatives in the live theatrical industry. He has represented the New York Musical Theatre Festival since its 2004 founding.  He was production counsel for the Broadway revival of Pump Boys & Dinettes and represented stars (including a Tony-award winning actor) in connection with the Tony-award winning Broadway musical The 25th Annual Putnam County Spelling Bee. He did legal work for Desperate Measures (2018 Drama Desk Award for original music and lyrics), Who’s Your Baghdaddy, Money Talks, Bloody, Bloody, Jessica FletcherLibertyEmojilandRooms, and other Off Broadway shows.  He represents co-producers on the Broadway productions of Moulin RougeKing Kong, and Chasing Rainbows.  He negotiates screenplay option/purchase agreements and financing documents for film producers, and has worked as film production counsel for Good Girls GoneFly Away (SXSW Official Selection), and the documentary Darkon: An American Fantasy (2006 SXSW Audience Award). While Director of Legal Affairs and Business Development of the Radio City Entertainment division of Madison Square Garden, L.P., he worked on The Radio City Christmas SpectacularA Christmas Carol, and Rockettes performances. As a Levine Plotkin & Menin associate, he worked on Rent (Broadway, touring), The Wild Party (Broadway), De La Guarda (Off Broadway), and other shows. He started his career as a corporate associate at White & Case. He received a B.A. from Columbia College in 1991 (magna cum laude, Rhodes Scholar State Finalist) and a J.D. from Columbia Law School in 1994 (Harlan Fiske Stone Scholar). Bar Admissions: New York.

  • ERIC GOLDMAN

    has more than 20 years of experience as an entertainment attorney. While Eric specializes in theater law matters, including project financing, Eric also practices in the film, television, music, music publishing and new media fields. As an artist’s representative, Eric has worked on behalf of numerous award winners, including Tony-award winners Howell Binkley, Jason Robert Brown, Jerry Mitchell, Marc Shaiman and Scott Wittman and Academy Award winner Howard Shore. Eric also works as a producer’s representative, including serving as production counsel to the Tony Award winning producers of Def Poetry Jam and several Tony Award winning producers. In addition to Broadway, Off-Broadway and Independent projects, Eric has worked for producers and artists in connection with productions seen around the world, including London, Sydney, Tokyo and China. Eric also regularly counsels not-for-profit theaters such as Northlight Theatre in Chicago and Blank Theatre in Los Angeles. In other media, Eric has represented American Idol vocal coach Debra Byrd in the negotiation of merchandising and master class seminar agreements, and has negotiated web site development, maintenance and rights acquisition agreements for Broadwayworld.com, the LEGO Bionicle’s website and for Dick Morris’ VOTE.COM web site

  • CODY LASSEN

    is a Tony-nominated theatre producer and live entertainment consultant. Broadway productions include The Band's Visit, the Deaf West Theatre revival of Spring AwakeningMacbeth starring Alan Cumming, Paula Vogel’s Indecent and Joshua Harmon's Significant Other. Upcoming: Untitled #4 off-Broadway and in LA Holding the Man, with The Australian Theatre Company and a revival of Merrily We Roll Along directed by Michael Arden. In addition to producing his own projects, Cody consults for producers, theaters and agencies to help them discover how they should market their shows for the best chance of financial and critical success. Previously, he oversaw marketing efforts for Los Angeles' Center Theatre Group and its three theaters: the Ahmanson Theatre, Mark Taper Forum and Kirk Douglas Theatre. He is an active member of the Broadway League, the National Association of Musical Theatre, and serves on the Board of NY’s Vineyard Theatre. More info at codylassen.com.
  • BAILIE SLEVIN

    is the founder of Entertaining Finance, a financial consulting and consulting firm geared specifically towards freelancers, specifically those in arts and entertainment. With 13 years of experience as a financial adviser and a hefty resume in theater, she is redefining planning for artists and entrepreneurs. She’s worked with Certified Financial Services and Forest Hills Financial Group in finance and teaches Financial Literacy and Well-being workshops and speaks throughout the region on the specifics of Financial Management for Artists. As a stage manager, general manager, and producer on Broadway, Off Broadway and Off-Off Broadway, Tony Awards, Drama Desk, OBIE Awards, and IT Awards pepper Bailie’s resume. Some of her favorite projects include The Norman ConquestsAltar BoyzNaked Boys Singing!Pursuit of PersephoneA Very Merry Unauthorized Children’s Scientology Pageant, and Popesical in Concert at Joe’s Pub. She currently serves as a board member for The PATH Fund and “Rockers on Broadway, a non-profit Arts organization committed to bringing arts education to all. Visit  www.EntertainingFinance.com to learn more

  • CHERYL WIESENFELD

    Following a career in publishing, Cheryl began her theatre producing career in 1998. Broadway: The Heidi Chronicles, All The Way, Rocky, Vanya, Sonia, Masha and Spike, The Gershwins’ Porgy and Bess, A Steady Rain, Legally Blonde, Dirty Rotten Scoundrels, ‘night Mother, Caroline or Change, Elaine Stritch At Liberty, and Hedda Gabler. Off Broadway: 10th Anniversary Exonerated, Play Dead, In The Continuum, Shockheaded Peter, Talking Heads, The Exonerated, The Waverly Gallery. Film: Elaine Stritch: Shoot Me. Upcoming Projects: Ain’t Too Proud- The Temptations musical, The Harder They Come. Cheryl has produced shows that have spawned national and international tours and sit down productions, regional productions, and London engagements which have grossed hundreds of millions of dollars. Cheryl has won numerous awards for her productions including the Drama League, Drama Desk, Lucille Lortel, New York Drama Critics Awards and 4 Tony Awards. She has been honored by Theater Resources Unlimited with “The Spirit of Theater” award in 2007, and The Houses on The Moon Amplify 2015 Award for her support in championing the unheard voice. Her board commitments: Theater Resource Unlimited where she co-founded the TRU mentorship program. The program to date has mentored over 200 commercial producers and self producing artists. Cheryl is on the board of Silver Hill Hospital in New Canaan, Connecticut, and is on the Honorary Council of Long Wharf Theatre in New Haven Connecticut. Cheryl continues her mentoring work and speaks at universities, on panels and for different organizations. This Fall she will be curating a theatre program with the title - Theatre that changes OUR World- at The Quick Center at Fairfield University.
  • JAMES SIMON

    was a co-producer on the 2000 Tony and Drama Desk Award nominated revival of Bells Are Ringing, the 2014 play The Velocity Of Autumn and an associate producer of the Tony winning Broadway revival of Pippin, Play On!, and the West End production of Damn Yankees with Jerry Lewis.  Other Broadway shows in which he participated as a limited partner include Rent, Vanya & Sonia & Masha & Spike, Little Women - The Musical, Victor Victoria, Metamorphoses,  and many other Broadway, Off-Broadway, and international tours. He is currently being represented on Broadway with the hit comedy, The Play That Goes Wrong.

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