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Utah Late Stage Company Liquidity Event Bootcamp
Affiliated Programs
Thursday, November 2, 2023

Pluralsight
Draper, UT

Register for event

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:

  • IPO Market Update & Analysis by J.P. Morgan
  • Preparing for and staying on track for your IPO
  • Executing your IPO
  • Achieving Success as a New Public Company
  • Pre-IPO financings and secondary transactions
  • Update on the current M&A environment
  • Considerations regarding M&A or dual track processes

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
Spence Hoole, President, Mountain Region, IMA Financial Group

9:35 – 10:00 a.m.

IPO and M&A Market Update
Lucy Wang, Managing Director of Technology Investment Banking, J. P. Morgan

10:00 – 10:35 a.m.

Panel I – Going Public – Executing a Successful IPO

Moderators:
Nathan Robinson, SLC Capital Markets, Wilson Sonsini

Panelists:
Rob Bachman, Chief Financial Officer, Qualtrics
Jack Cassel, Head of New Listings, Nasdaq
Shawn Goff, SLC Office Managing Partner, Ernst & Young
Mike Nordtvedt, Co-Head of Capital Markets, Wilson Sonsini

10:35 – 10:45 a.m.

Break

10:45 – 11:20 a.m.

Panel II – Being Public – Managing Various Stakeholders –
Wall Street, SEC, Proxy Advisors, Activists and the Plaintiffs Bar


Moderator:
Spence Hoole, President, Mountain Region, IMA Financial Group

Panelists:
Matthew Forkner, Chief Legal Officer, Pluralsight
Justin Leinwand, Product Leader, Executive Risk Solutions, IMA Financial Group
Allison Spinner, Head of the Corporate Department, Wilson Sonsini
Howard Stoker, Assurance Partner, Ernst & Young

11:20 – 11:55 a.m.

Panel III – Private Financing, M&A and Secondary Transactions

Moderator:
Marc Porter, SLC Office Managing Partner, Wilson Sonsini

Panelists:
Jack Cassel, Head of New Listings, Nasdaq
Mark Hansen, Chief Financial Officer, Entrata
James Mitchell, Strategy and Transaction Partner, Ernst & Young
Rezwan Pavri, Co-Head of Capital Markets, Wilson Sonsini
JC Raby, Head of Emerging Technology Investment Banking, J.P. Morgan

11:55 a.m. – 12:00 p.m.

Closing Remarks
Jerry Brown, Managing Director, Donnelley

Contacts

Shelly Jackson

shelly.jackson@wsgr.com

Presenters

Michael Nordtvedt
Partner
Seattle

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.

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Allison B. Spinner
Partner
Palo Alto

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.

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Marc Porter
Partner
Salt Lake City

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.

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Rezwan D. Pavri
Partner
Palo Alto

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.

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