Rob Valdez, CPA is the Director of Daszkal Bolton’s Digital Advisory, a consultancy helping businesses build value and manage risk with technology. He helps technology-driven organizations meet compliance requirements such as SOC 1, SOC 2, HIPAA, SOX, FINRA, NIST frameworks, and compliance requirements for anti-money laundering. Clients frequently include fintechs, healthcare service providers, software-as-a-service businesses and professional service organizations. Rob currently supports multiple companies that deliver software and services for Bitcoin and the Lightning Network. Rob is an adjunct professor with Florida Atlantic University, and he has been featured in the Wall Street Journal, TechRepublic, and the South Florida Business Journal. He is bilingual in English and Spanish.
Bitcoin startups have many similar operational needs. The more you grow, the more important it is to be strategic about incorporation, banking, finance and accounting, insurance, hiring, compliance, and reporting. This workshop will provide an overview of issues and solutions common to Bitcoin startups and fintechs.