Event Details
  • February 6, 2016
    10:00 am - 6:00 pm
Raising Money for Theater

Boot Camp - Raising MoneyEVENTPAGE2Banner-720x240px
Playroom Theater
151 W. 46th St., 8th Floor, NYC

It's a new year filled with new opportunities! It's time to take those projects off the back burner and move ahead. For producers, that means 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 function effectively in hard times and the better days that are on the way. From pitching techniques and presentation skills to legal requirements and effective 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 Broadway producers (see full bios below) Jane Dubin (An American in ParisAbsolute Brightness of Leonard Pelkey, Peter and the StarcatcherAnn, The 39 Steps), RK Greene (Peter & the Starcatcher, A Time to Kill, Cougar, Room Service), Carl White of Martian Entertainment - two-time Tony Award®-winning producer and general manager (The Normal Heat, Hedwig and the Angry Inch); producer/investor James Simon (Hand to God, Something Rotten, Pippin); producer/investor Michael Rubenstein; plus attorneys Lisaroxanne Walters and Erach Screwvala, and financial advisor Bailie Slevin.


9:45am-10:00am - registration and check-in, coffee and cake/bagels
10:00am-10:15am - introduction of room (registrants)

10:15 to 10:55 - "Commercial and Not-for-Profit Asks: Defining the Differences" - with attorney LisaRoxanne Walters. 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.

10:55 to 11:35 - "Commercial Financing: Formalizing Your Ask" - with attorney Erach Screwvala. 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.

11:35 to 11:45 - BREAK

11:45 to 12:15pm - "The Implications of the New Tax Laws on Theater Investing" with Attorney Erach Screwvala. New tax breaks for theater investors have finally caught our industry up with the film industry. How do these changes effect you and your investors? The JOBS Act is finally going into effect. How do the new Federal Securities & Exchange Commission rulings affect who and how you can ask for money?

12:15 to 1:00pm -"How to Present Yourself to Investors" with financial advisor Bailie Slevin. 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 1:00pm to 2:00pm

2:00 to 2:30pm - "The Investor's Perspective: Why Your Show?" with James Simon & Michael Rubenstein. So what do you need to do or say to get an investor to write that check? Different investors have different reasons. Two major players in commercial Broadway will discuss why they pick the shows they pick, and what you might learn from their choices.

2:30 to 3:15 -"Creating an Effective Business Plan: Why Is This Show Likely to Succeed?" with RK Greene. 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. We 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.

3:15 to 4:00 - "Cultivating and Maintaining a Pool of Investors" with producer Jane Dubin. Identifying prospective investors is just the first step. How do you communicate your passion for a project, incentivize a prospect and close the deal? We'll consider the ways to cultivate your relationships and maintain them through clear and careful communication.

4:00 to 4:15 - BREAK

4:15 to 5:00 - "How I Learned to Stop Worrying and Just Started Asking" with Michael Alden, Jane Dubin, RK Greene, Carl White. 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.

5:00 to 5:15 - Keynote Speech: Michael Alden

5:15 to 6:00pm - RECEPTION


    producer, Not That Jewish, Off-Broadway and the Pulitzer Prize winning play Disgraced on Broadway; he recently produced Becoming Dr. Ruth with Debra Jo Rupp. He has been represented in the West End with David Seidler’s original play The King’s Speech and Bat Boy the Musical. On Broadway with Grey Gardens and Bridge & Tunnel (Special Tony Award.) Off Broadway and regional: the Brochu-Schalchlin musical The Last Session, Bat Boy The Musical, Sarah Jones Bridge & Tunnel, Spalding Gray: Stories Left To Tell and the Los Angeles productions of Howard Crabtree’s When Pigs Fly and Theresa Rebeck’s Bad Dates directed by Judith Ivey. Film Works include: Just Cause with Sean Connery, the fashion forward documentary UnZipped for Miramax, Stephen Daldry’s The Hours, the multi-award winning feature comedy Kissing Jessica Stein and Ralph Ziman’s foreign feature film The Zookeeper starring Sam Neill.


    is a TONY Award-winning producer and the President of Double Play Connections, a theatrical production and management company committed to supporting emerging artists and playwrights in the creation and development of new works. Jane is a graduate of the Commercial Theatre Institute's 14-week (NYC) and O’Neill Center Intensive (CT) Producing Workshops and past Director of Theater Resources Unlimited’s Producer Development Program, and current Director of the program's Master Class. Current: Bandstand, An American in Paris (4 TONY Awards) now on Tour and in London, Absolute Brightness of Leonard Pelkey (on Tour)Upcoming Broadway: Farinelli and the King, starring Mark Rylance (opening in December), Fingersmith. Previously: Peter and the Starcatcher (Broadway, Off-Broadway, National Tour), winner of 5 TONY Awards; Ann, starring Holland Taylor (Lincoln Center); The Umbrellas of Cherbourg (London); The 39 Steps (OB, Tour); The Norman Conquests (TONY Award, Best Play Revival), Groundswell (the New Group), Beebo Brinker Chronicles (2008 GLAAD Media Award for Theatre). Other: OPA! at TBG Theatre (Best Commercial Production, MITF 2008), Take Me America (Best Musical, MITF 2007), Count Down, (Bank Street Theatre) and the one-woman show that started it all, MentalPause by Margaret Liston. Ms. Dubin is a full member of the Broadway League. She is Vice-President of the Board of Directors of Houses on the Moon Theater Company and a Board member of the League of Professional Theatre Women. For two years she was co-curator of the Hudson Valley Writers’ Center New Play Reading Series. She co-produced Hudson River Rising, presenting events for One Billion Rising (V-Day) 2013 and 2014. She was a strategic consultant to SPACE on Ryder Farm, an artists’ residency in Brewster, NY and a member of the Grand Jury for NYMF’s 2015, 2016 and upcoming 2017 seasons.


    is a producer of the Broadway and off-Broadway hit Peter & the Starcatcher as well as Cougar The Musical. He is an entrepreneur having started several businesses over the years. A theatre professional since 1978, he was a founding member of the Seattle Group Theatre, a multi-cultural ensemble that produced its own work. As an actor, he appeared in numerous productions Off-off Broadway, on tour and in regional theater, producing several projects including a multi-state tour of Mass Appeal. In 2000, he founded The StoryLine Project, LLC, a commercial theater production company, to develop new plays and musicals.  The StoryLine Project made its debut as an above line producer for the Off Broadway hit, Room Service, and went on to produce Love Child and A Time to Kill.  Previous credits also include Rocket to the Moon at St. Clement's.  In the non-profit world, R.K. is the Marketing Director at The Directors Company and helped to transfer Irena’s Vow to Broadway. TDC's The Road to Damascus also played at 59E59 Theaters.


    is a financial and business development executive with 20 plus years of experience. TONY Award winning Producer of Pippin and Associate Producer and Director of Development for the 55th Drama Desk Awards. Other shows: Bullets Over Broadway!, Rocky, The Velocity of Autumn, On the Town. Michael is currently involved with producing several theatrical productions, a television reality show, independent and feature films under development. Board Member and Treasurer of Amas Musical Theatre (Non-Profit Diversity Workshop Theatre Organization). Over the course of his career, Michael has built infrastructures to support companies through transitions, market fluctuations, start-ups and high-growth cycles. Michael’s responsibilities have extended far beyond finance to include strategic and tactical business planning, IT, marketing, new product development, manufacturing and general operating management. Michael is also a CPA with four years of Big 4 experience with Ernst & Young.


    was a co-producer on the 2000 Tony and Drama Desk Award nominated revival of Bells Are Ringing, and an associate producer of the Tony winning Broadway revival of Pippin,  The Velocity Of Autumn, 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 & Sonya & Masha & Spike, Little Women - The Musical, Victor Victoria, Metamorphoses,  and many other Broadway, Off-Broadway, and international tours. He's currently the associate producer of the new play  Roof Of The World which just got it's world premiere at Kansas City Rep and also the associate producer of the new documentary From Roosevelt To Reagan: The Birth Of Public Enemy. His next project is to help bring to Broadway the West End hit comedy, The Play That Goes Wrong in 2017.


    is the founder of Screwvala LLC and has over ten years of experience in Entertainment Law, Intellectual Property, and Litigation.  In his Entertainment practice, he works with clients engaged in the legit theater, book publishing, motion picture, and music industries.  He regularly counsels clients on production financing, locating and clearing rights, and copyright issues.  He negotiates and drafts contracts on a wide range of issues, including financing documents, acquisition agreements, talent agreements, collaboration agreements, publishing and recording contracts.  His Litigation practice emphasizes complex litigation matters in Federal and State courts in a diverse range of areas, including Constitutional issues, copyright infringement, and securities fraud.

    Erach’s articles on copyright law have appeared in the Journal of the Association of Recorded Sound Collections and he has spoken on or moderated panels at the CMJ Music Marathon, PEN World Voices Festival of International Literature, and TRU.


    is the founder of Entertaining Finance, a business management and financial consulting firm geared specifically towards creatives. Bailie is the perfect combination of finance ninja and theater nerd. With 10 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 Conquests, Altar Boyz, Naked Boys Singing!, Pursuit of Persephone, A Very Merry Unauthorized Children’s Scientology Pageant, and Popesical in Concert at Joe’s Pub. She currently serves as a board member for The Tank NYC, a non-profit Arts presenter for emerging artists engaged in the pursuit of new forms of expression, and Theater Resources Unlimited (TRU), a training ground for tomorrows theatrical producers. Visit www.EntertainingFinance.com to learn more and start “adulting”!


    enjoys her "day jobs" of corporate attorney, tax preparer, as well as business and law professor. When this seasoned actor is not on stage or a set, she is often starting up and advising small for- and non-profit businesses, drafting contracts, or preparing taxes. Before starting her private practice in 2004, she worked for six years in the corporate departments of leading firms such as Skadden Arps, Phillips Nizer, and others. LisaRoxanne was a legal specialist for non-profits and enjoyed a ten-year appointment to New York City's Neighborhood Advisory Board. This bi-coastal actor is a member of Actors Equity Association and Screen Actors Guild.


    is a Tony Award®-winning entertainment producer and general manager, who founded Martian Entertainment LLC in 1997, and has gone on to general manage and produce many acclaimed projects, including: The Normal Heart (2011 Tony Award, Drama Desk Award, Outer Critics' Circle Award, Drama League Award); A Time To Kill; On A Clear Day... Starring Harry Connick, Jr.; The Best Man (2012 Tony Nom.) starring James Earl Jones, Angela Lansbury, John Larroquette, Candice Bergen, and Eric McCormack; Priscilla Queen of the Desert; The Tempermentals; Bash'd!; and the second longest-running off-Broadway musical in history Naked Boys Singing!; The Last Session, Bare, and many others. Along with his business partner and Martian co-owner Gregory Rae, Carl is currently working on several new theatrical, film and TV projects.