12th Annual IPO Summit Workshop Series
We are excited to present the post IPO Summit Workshop series. The series features several virtual sessions in the weeks following the 12th Annual IPO Summit. These sessions will provide you the opportunity to unpack the processes, procedures, and guidance around crucial public company readiness topics in an intimate zoom session with subject matter experts. Find out more about each workshop session and register below.
In this session, we’ll review the steps you can take to optimize the D&O insurance process.
Participants will leave with an understanding of the litigation landscape, how to protect themselves using insurance and non-insurance solutions, and how to determine how much insurance is enough.
Speakers:
Mike Ferraro | Senior Vice President, Woodruff Sawyer
Clark Morton | Senior Vice President, Woodruff Sawyer
Priya Huskins | Senior Vice President, Woodruff Sawyer
Many private company founders and investors dream of finding success – and liquidity – via initial public offering (IPO). Every IPO candidate needs also to consider the alternative possibilities of a merger or acquisition (M&A) exit – whether by proactively designing a structured “dual track” process, or by preparing a playbook for unsolicited M&A bids received prior to IPO launch
Hosted by Gunderson M&A and Public Offerings leaders, this session unpacks the dual-track strategy and how company leaders can be prepared to pivot quickly between the IPO and M&A paths to maximize value and sidestep challenges. Whether you're a startup who is new to the dance, or a seasoned performer gliding toward liquidity, this session will help you stay on your toes.
Join Gunderson Dettmer partners Ryan Gunderson and Jeff Thacker in a Post-IPO Summit webinar, "A Fresh Perspective: Crossover Rounds in 2025", where they discuss the benefits of raising capital from crossover funds in advance of an IPO.
This discussion will provide a comprehensive overview of the advantages from both the company's and the investor's perspectives, highlighting the strategic benefits of a crossover round. In addition, our partners will address practical considerations for selecting the right investors for a crossover, as well as delve into the critical deal terms and legal considerations that companies must navigate.
Speakers:
Ryan Gunderson | Partner, Gunderson Dettmer
Jeff Thacker | Partner, Gunderson Dettmer
IPO preparation isn’t reserved solely for companies planning to go public in the near future. The most successful IPOs are launched by companies that operate as if they were public well in advance of their actual IPO. Join us for a conversation on the 7 steps needed to help you prepare for this next stage in your business.
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Speakers:
Megan O'Brien | Business and Finance Editor, Oracle NetSuite
Executing a strong financial close process improves accuracy and reduces the time and effort it takes to close the books. Connor Group will share the best practices and strategies available to help you achieve a successful close. They'll take you through the components of a close, what makes a close successful, and how you can ensure you get there every time.
Speakers:
Domenic Sanelli | Partner, Connor Group
Justina Brown | Director, Connor Group
Jim Neesen | Managing Partner, Connor Group
Learn how to drive efficiencies and organization amongst your team while preparing for your exit. Hear Eric Bell, SVP and Controller at Q32 Bio, share his experience on how early preparation and a SAAS reporting platform helped with the transition to public company reporting requirements.
Speakers:
Eric Bell | SVP Finance & Controller, Q32 Bio Inc.
Meaghan Miller | VP Capital Markets, DFIN
SOX and controls are not new; however, many companies struggle to implement an effective control environment. In this workshop, Connor Group experts explore how to manage the cloud, control your homegrown systems, develop KPIs, and leverage technology to simplify SOX compliance as you look towards becoming public company-ready..
Speakers:
Puneet Ishpujani | Director, Financial Operations, Connor Group
Lee Berliner | Director, Financial Operations, Connor Group
Jim Neesen | Managing Partner, Connor Group
As you prepare to go public, there are many things to consider, including getting historical financial records ready, staying on top of day-to-day accounting, and becoming public company ready. Connor Group experts will take you through these topics and the significant benefits of getting a head start.
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Speakers:
Jonathan Kearl | Partner, Connor Group
Joanna Lynch | Senior Manager, Connor Group
Jim Neesen | Managing Partner, Connor Group