November 4, 2026 | Menlo Park, CA | 11:30 AM - 6 PM PST
The premier IPO Summit for Private Company Leaders
You'll experience a content-rich program filled with insights from top IPO executives and advisors. This is the must-attend event for U.S. and international companies exploring the 2027 and 2028 public markets.
What to expect at the Bay Area IPO Summit 2026.
Market Insights
Get the latest capital markets update and learn how shifting trends could impact your IPO timing.
Real-World Stories
Hear from leaders of the latest IPO's about what worked, what didn't, and what they wish they'd known.
Specialized Content Sessions
Curated sessions covering more than just the basics. Featuring top executives.
High-Value Networking
Connect with your true peers and industry experts.
Request a Seat for the Summit Here
Curated for executives thinking about a future IPO, the Summit brings together executives who have led their companies through IPOs, alongside top advisors and market experts, to share their perspectives. You'll hear real-world stories from executives from the latest IPOs other distinguished voices on the latest capital markets update, learn practical steps for IPO readiness, uncover strategies for growing shareholder value, and dive into employee liquidity challenges.
Beyond the panels, the Summit is designed for connections, providing ample networking time with peers and advisors who can help shape your IPO journey.
Don't miss the chance to learn from experts who have successfully navigated the IPO journey and are eager to help you build a strong foundation for future growth.
Event Agenda
11:30 AM
Check in & Networking Lunch
12:25 PM
Capital Markets Update
Session Overview: Get the latest on the rapidly changing capital markets landscape.
Panelists Lise Buyer, Founder & Managing Partner, Class V Group Rizvan Dhalla, Head of Technology Corporate Finance Execution, Morgan Stanley
1:00 PM
Growing Shareholder Value
Session Overview: Explore how companies rise to the challenge of consistently meeting and raising EPS expectations, with insights on how to sustain growth in the public markets.
Panelists Bill Koefoed, CFO, Harness; Audit Committee Chair, Entrata & Bank OZK Jack Lazar, Board Member/Advisor & Former CFO/Operations Exec Brooke Seawell, Venture Partner, Board of Directors – NVIDIA and Tenable, New Enterprise Associates
Moderated By Bob Blee, Head of Growth & Middle Market Technology Banking, MUFG
1:45 PM
Protecting yourself & Your IPO: D&O Insurance for Companies Going Public
Session Overview: Hear key considerations for IPO readiness, including personal liability risks for directors and officers, the optimal timing for securing D&O insurance, and how to determine the appropriate level of coverage. Presenter Lenin Lopez, Senior Vice President, Executive & Financial Risk, Gallagher
1:55 PM
Networking Break
2:15 PM
Taking Stock in Your Future
Session Overview: What every IPO-bound company needs to know about choosing a transfer agent and preparing for listing day. Presenter Jenna Kaye, Founder & CEO, Odyssey Trust Company
2:30 PM
The Evolving Liquidity Lifecycle: Employees, Founders & the Path to IPO
Session Overview: Learn how companies are thinking about liquidity, equity compensation and retention throughout the journey to the public markets. Panelists Susie Giordano, Chief Legal Officer, Lime Ravi Narula, Group Chief Financial Officer, SymphonyAI
Moderated By Sarah Axtell, Partner, Latham & Watkins
3:20 PM
Built to Be Public: What IPO Readiness Means Today
Session Overview: Gain insights from executives and experts on what it truly takes to prepare for an IPO and build the operational foundation needed to succeed as a publicly traded company. Speakers Scott Blumberg, Chief Financial Officer, Ceribell, Inc Jenefer Chin, SVP, Chief Accounting Officer, Netskope
Moderated By Ravi Kumar, Partner, National Market Leader, Connor Group
4:15 PM
Networking Reception
Confirmed Speakers Include:
Scott Blumberg
Chief Financial Officer Ceribell, Inc
Scott Blumberg is the Chief Financial Officer of Ceribell, Inc. (NASDAQ: CBLL), a medical technology company commercializing an AI-powered platform for the diagnosis and management of patients with serious neurological conditions. He previously founded Venture Forward Advisory Services and served as Director of Business Development at IDEV Technologies through its acquisition by Abbott. Earlier in his career, he was a venture investor at Bay City Capital and an investment banker at Bank of America. Scott holds a B.A. in economics from Dartmouth College.
Lise Buyer is the founder and Managing Partner of the Class V Group, an organization providing strategic and logistical guidance to companies pursuing an initial public offering or other public equity raises. Ms. Buyer founded Class V Group to leverage her unique perspective on the equity markets gained from having first-hand experience as an institutional investor, investment banker, venture capitalist, board member and internal IPO strategist and project manager.
Previously, Ms. Buyer was an early employee in Google/Alphabet’s finance department where she was one of the chief architects of the company’s innovative IPO and a recipient of Google’s highest employee accolade, the Google Founders’ Award.
Prior to Google, Ms. Buyer had a wide-ranging career in the investment industry as an investor for the Technology Team of T. Rowe Price Associates, the top performing technology mutual fund at the time and later, as an investment banker with the CSFB Technology Group where she was Director of the Internet/New Media research practice and ranked #1 for work quality in the Greenwich Associates poll. She began her career on Wall Street as an analyst of both the technology and entertainment industries.
Previously, Ms Buyer served as the Lead Independent Director on several public company boards as well as chairing the Nom/Gov Committee and serving on the Audit Committee. She is a Director on the Board of Above & Beyond Teaching, an organization supporting exemplary teachers working in some of California’s challenging public-school settings. She has earned the NACD (National Association of Corporate Directors) Directorship Certified credential and was named one of Forbes Magazine’s 50 over 50 in 2023. She was also prominently featured in Dakin Campbell’s book Going Public: How Silicon Valley Rebels loosened Wall Street’s Grip on the IPO and Sparked a Revolution. Ms Buyer holds a BA from Wellesley College and an MBA from Vanderbilt University as an Owen Merit Scholar. She is a past Trustee of the Nichols School, was a Charter member of the TED Braintrust and former Fellow of the Davos World Economic Forum.
Jenefer Chin serves as SVP and Chief Accounting Officer at Netskope. She specializes in taking high-growth tech companies public, having designed the systems and compliance foundations and led the financial and operational execution behind back-to-back historic cybersecurity IPOs at Netskope and SentinelOne. Her background spans S-1 readiness, SEC compliance, and scaling global finance teams through rapid growth.
Head of Technology Corporate Finance Execution Morgan Stanley
Rizvan leads Technology Corporate Finance Execution at Morgan Stanley and has 26 years of experience at the firm. He focuses on helping Morgan Stanley’s clients explain their
innovative technology and business models to investors through their S-1s, roadshow presentations, and investor videos. Rizvan’s experience in his 26 years at Morgan Stanley includes a number of product areas including IPOs, direct listings, follow-ons, and convertibles.
Recent and notable transactions include IPOs for SpaceX, Cerebras, Netskope, Figma, Reddit, Astera Labs, Samsara, Airbnb, Uber, and Zoom, and direct listings for Spotify and Slack.
Susie is the Chief Legal Officer of Lime, a position she has held since September 2024. With over 30 years of experience advising executive management and boards of directors, her
expertise spans strategy, litigation, compliance, corporate governance, cybersecurity, M&A, securities, and investor relations. She has served on the Board of Directors of Supermicro since August 2024.
Prior to joining Lime, Susie served as General Counsel at Aeris IoT, a SaaS company. She also spent over a decade at Intel, serving as Vice President of Corporate Legal and Corporate Secretary. She also
served in other roles including interim General Counsel, as well as Managing Director of Intel Capital, where she provided legal support for global investments, acquisitions, and divestitures. Her earlier experience includes serving as President and CEO of M&A legal consulting firm Deal Fusion, Director of M&A and Strategic Investments at Sun Microsystems, and practicing attorney at Gunderson Dettmer and Brobeck Phleger & Harrison.
Susie holds a J.D. from the University of San Francisco School of Law and a B.A. in Political Science from California Polytechnic State University, San Luis Obispo.
Bill Koefoed is Chief Financial Officer of Harness, where he is responsible for optimizing performance and driving next-level growth. He serves on the Boards of Directors of Entrata and Bank OZK (NASDAQ: OZK) and has more than 25 years of technology
industry experience.
Before joining Harness, Bill was CFO of OneStream Software from 2019 to 2026, where he led the company’s 2024 IPO and its 2026 sale to Hg Capital. Prior to OneStream, he was CFO of online retailer Blue Nile and, before that, a partner and CFO at
BCG Digital Ventures, part of The Boston Consulting Group. He was named “CFO of the Year” by the Portland Business Journal while serving as CFO of IT automation firm Puppet. From 2005 to 2013, he was at Microsoft, first as general manager of investor relations
and then as CFO of the Skype Division. Bill has also held leadership roles at Hewlett-Packard, PwC, and Arthur Andersen.
Bill holds an MBA and a BS from the University of California, Berkeley, and is a Certified Public Accountant (inactive). He enjoys spending time with his wife and two sons, skiing, playing tennis, and rooting for the Cal Bears.
Board Member/Advisor, Former CFO/Operations Executive Astera Labs
Jack has over 35 years of Silicon Valley experience with a focus on finance and operations. He has served in executive leadership roles at GoPro, Qualcomm, Atheros, NetRatings, Apptitude, and Electronics for Imaging. He was part of teams that took four of these companies public and CFO for 3 of the IPOs. In his operating and Board of Director roles, Jack has been part of approximately $45 billion in M&A, divestiture, equity, and debt transactions, completed six additional IPOs, two spin-out transactions and been part of a successful activist defense as a Board member.
Jack is currently on the Boards of Astera Labs (ALAB), Box (BOX), Global Foundries (GFS) and Resideo (REZI). He also consults with a variety of private companies including Tonal where he is Chairman of the Board. He is a board member for the Northern California chapter of the National Association of Corporate Directors (NACD)and President of the Advisory Board for the Accounting department at Santa Clara University. Additionally, Jack serves as an advisor to Boston Consulting Group, MinIO, NETGEAR and Preply and previously advised Druva, Form Energy, Luxtera, Matrix Funds, Silver Peak Networks and Thrive Causemetics.
He was on the Boards of several acquired companies including TubeMogul (IPO 2014/sold to Adobe in 2016), eero (sold to Amazon in March 2019), Quantenna (IPO 2016/sold to onSemiconductor in 2019), Mellanox (sold to NVIDIA in 2020), Casper Sleep (IPO 2020/sold to Durational Capital in 2022) and Tile (sold to Life360 in 2022). He served for nine years on the Boards of Silicon Labs (SLAB) during which they split the company and sold its infrastructure and automotive business to Skyworks for $2.75 billion, and its market capitalization increased over 400% and ThredUP for eight years, including during its 2021 IPO. Jack was part of Box’s successful activism defense against Starboard Value. He was also an advisor to Silver Peak Systems (sold to HPE) and Luxtera (sold to Cisco in 2019). Additionally, he served on the Board of Trustees Natcast, a non-profit entity dedicated to promoting semiconductor R&D in the United States.
He earned a B.S.c with an emphasis in accounting from Santa Clara University (1987) and is a certified public accountant (inactive). He has previously been named a Top 100 Director (2022) and Private Company Director of the Year (2025) by NACD in addition to being CFO of the Year by the Silicon Valley Business Journal (2008).
As chief financial officer, Ravi is responsible for SymphonyAI’s financial functions, including accounting, audit, corporate finance, tax, treasury, and investor relations activities, and partners closely with SymphonyAI business leaders to execute on the company’s profitable growth strategy. His career spans more than 25 years of varied experience in financial management, business leadership, and corporate strategy.
Before joining SymphonyAI, Ravi served as CFO for several leading technology and SaaS companies, including Certinia, Ooma, and Gigamon. Throughout his career, he has been instrumental in scaling the organizations and enhancing operational effectiveness while driving significant business growth. As a seasoned finance leader, he has successfully led three companies to initial public offerings (IPO’s) on NYSE/NASDAQ and has facilitated two major sales transactions. Additionally, he has helped raise more than $2 billion in capital and debt financing for these companies.
Ravi developed his financial expertise by working in public accounting firms like Deloitte & Touche and was recently named one of the top 25 CFOs in San Francisco by Finance and Investing (2023).With his passion of giving back to the society, he serves on the board of Childfund International, an organization with the mission to help children, around the world, grow healthy, educated, skilled and safe.
He holds CPA/CA designations in the USA (inactive), Canada, and India, and earned his bachelor’s degree from the University of Garhwal in India.
Venture Partner, Board of Directors – NVIDIA and Tenable New Enterprise Associates
Brooke Seawell joined New Enterprise Associates (NEA) in 2005 as a venture partner, focusing on software, systems and internet investments. Brooke currently serves on the Board of Directors and as Audit Chair of NVIDIA (NASDAQ: NVDA), Tenable (NASDAQ: TENB) and GoodLeap. Brooke brings 40-plus years' experience in technology finance and operations.
From 2000 to 2004, Brooke was a partner with Technology Crossover Ventures. Prior to that, he was executive vice president of NetDynamics, an application server software company, which was acquired by Sun Microsystems in 1998. From 1991 to 1997, Brooke was senior vice president, finance and operations and CFO of Synopsys, an electronic design automation software company, which he took public in 1992. From 1983 to 1991, Brooke served as vice president, finance and production and CFO of Weitek, a fabless semiconductor company, which he took public in 1988. Previously, he co-founded and was CFO of Southwall Technologies, a complex thin-film coatings company.
As a founder, officer, investor or director, Brooke has been directly involved in 12 IPO’s - Accrue Software, ArcSight, Eargo, Glu Mobile, Informatica, Mediaplex, NVIDIA, Southwall Technologies, Synopsys, Tableau Software, Tenable and Weitek, and 14 strategic acquisitions. Brooke has been Audit Chair for 8 public companies. In 2024, the National Association of Corporate Directors named Brooke as one of the Top 100 corporate directors in the U.S.
Brooke received his BA from Stanford University and his MBA from the Stanford Graduate School of Business. He served on the Management Board of the Stanford Graduate School of Business from 2008 to 2012 and served on the Stanford Athletic Board from 2013 to 2017. Brooke also served on the Board of Trustees of Landon School in Bethesda, MD from 2019-2025.
As a nationally recognized lawyer, she brings particular experience handling transactional and corporate governance matters on behalf of growth-stage companies, including leading tech innovators.
Sarah also represents venture capitalists and investment banks involved in private and public stock offerings. Her representative work includes public offerings, corporate governance, public company representation, venture capital financings, and mergers and acquisitions.
Sarah is frequently recognized for her practice work by legal and industry publications, including Law360 (which named her a 2020 Capital Markets Rising Star) and the Daily Journal (which selected her as California Attorney of the Year in 2020).
Head of Growth & Middle Market Technology Banking MUFG
Bob Blee is Head of Growth & Middle Market Technology Banking (Americas) and responsible for Venture Lender Finance, Tech Banking EMEA and Transaction Banking (Americas) for MUFG. He is also a member of the bank’s Business Operating Council.
Prior to joining MUFG in April 2023, he was a longtime leader and builder at Silicon Valley Bank, most recently head of SVB's Corporate Banking Division, which led SVB's relationships with public and late-stage private companies in the U.S. Tech sector. He also held a variety of roles in SVB's California and Midwest geographies, including heading seed, early and mid-stage Software, Consumer Internet, Frontier Tech and FinTech banking, and was responsible for Mezzanine Lending, Syndicated Lending, and Asia Link, a bridge between SVB's U.S. and China JV businesses.
Prior to joining SVB in 2003, Bob was co-founder of SAVO Group, a Chicago-based sales enablement software company which was acquired by Seismic. Prior to SAVO, he spent nine years at LaSalle (ABN Amro) and Comerica Banks in Chicago.
Bob sits on the non-profit board of the Network for Teaching Entrepreneurship (NFTE) and the Silicon Valley Advisory Council of the Commonwealth Club. He holds a B.S. in Finance from the University of Illinois, Urbana-Champaign.
Jenna Kaye is the Founder and CEO of Odyssey Trust Company, a North American transfer agent and trust company based in Calgary, Vancouver, Toronto and Denver, CO.
She is also the Co-Founder and Chair of Tetra Trust, Canada’s first regulated crypto custodian, a Co-Founder of Axis Connects, a Calgary-based non-profit committed to increasing diversity on boards and in the c-suite, and a Principal of Icebook Investments, a family run office that’s focused on early-stage businesses across a wide range of industries including renewable energy, real estate and fertility.
Jenna has an MBA/LLB from Dalhousie University and practiced law at a national law firm.
Ravi Kumar is a Partner and National Market Leader at Connor Group, where he advises ambitious companies, investors, and boards through pivotal moments of growth and transformation. His work spans IPO readiness, public company transformation, M&A, structured transactions, and strategic finance, helping leaders navigate complexity and translate strategic priorities into execution.
She is also the Co-Founder and Chair of Tetra Trust, Canada’s first regulated crypto custodian, a Co-Founder of Axis Connects, a Calgary-based non-profit committed to increasing diversity on boards and in the c-suite, and a Principal of Icebook Investments, a family run office that’s focused on early-stage businesses across a wide range of industries including renewable energy, real estate and fertility.
Jenna has an MBA/LLB from Dalhousie University and practiced law at a national law firm.
Lenin E. Lopez is a senior vice president at Gallagher, a leading insurance brokerage and risk management services company. He helps clients to better understand their directors & officers liability and take
action to mitigate their risk. Lenin has deep experience in providing legal counsel to public company boards and executive management, helping them to navigate a range of legal and business matters including corporate governance, securities law compliance,
capital markets transactions, executive compensation, and other general corporate matters.
Prior to Gallagher, Lenin served as in-house corporate governance and securities counsel for over a decade at several publicly traded companies, including Takeda Pharmaceuticals, Sempra, and CareFusion. Lenin earned his bachelor’s degree from the University of California, Santa Barbara and his juris doctorate from the University of California, Berkeley, School of Law.
