Join fellow founders, CEOs, CFOs, General Counsels, and their teams at this exclusive event designed to help private companies better understand the process behind an initial public offering as well as other late-stage financing and exit events. Experts and experienced executives from Wilson Sonsini, Ernst & Young, J.P. Morgan, IMA Financial Group (formerly Diversified Insurance), Nasdaq, and Donnelley Financial Solutions will share – how to prepare, ways to avoid pitfalls, and strategies late-stage companies face in preparing for a successful transition to being a public company and other late-stage liquidity events.
Among the topics to be discussed:
This Bootcamp is intended for any executive who is involved in devising and/or executing an IPO and other late-stage company transactions—from CEO, CFO, COO, CTO, Chief Counsel, and General Counsel—to leaders and the teams who are responsible for executing and managing an IPO and other late-stage company transactions.
Agenda
|
Time (MT) |
Topic |
|
8:30 – 9:30 a.m. |
Registration, Breakfast & Networking |
|
9:30 – 9:35 a.m. |
Welcome – About the Program and Introductions |
|
9:35 – 10:00 a.m. |
IPO and M&A Market Update |
|
10:00 – 10:35 a.m. |
Panel I – Going Public – Executing a Successful IPO |
|
10:35 – 10:45 a.m. |
Break |
|
10:45 – 11:20 a.m. |
Panel II – Being Public – Managing Various Stakeholders – |
|
11:20 – 11:55 a.m. |
Panel III – Private Financing, M&A and Secondary Transactions |
|
11:55 a.m. – 12:00 p.m. |
Closing Remarks |
Shelly Jackson
shelly.jackson@wsgr.com
Michael leads the capital markets practice, focusing on the representation of public and private technology, medical device, and life sciences companies and the investment banks that serve them.
Allison is head of the firm’s Corporate Department. She represents companies, investment banks, and venture and private equity firms in corporate transactions and governance matters.
Marc Porter is a corporate partner in the Salt Lake City office of Wilson Sonsini Goodrich & Rosati, where he represents innovative emerging technology, life sciences, consumer product, and other venture and private equity backed companies. He represents companies in their financings and liquidity events, as well as their day-to-day legal matters. He also has extensive experience representing companies in strategic acquisitions. Marc represents many venture capital and private equity funds in Utah and across the country. He is a trusted advisor to executives, boards of directors, entrepreneurs, and venture capital and private equity fund managers.
Rezwan works with private and public technology and life sciences companies at all stages of growth, as well as investment banks, VC firms, and private equity firms.