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WHAT TO EXPECT

Are you thinking about taking your company public or simply curious about what it takes? This year’s summit agenda tackles the most pressing questions facing pre-IPO companies.




Market Insights

Get the latest capital markets update and learn how shifting trends could impact your IPO timing.

Real-World Lessons

Hear from executives who’ve gone through IPOs—sharing unfiltered experiences and practical takeaways.

Building to Thrive Pre & Post IPO

Curated sessions cover IPO readiness and how to thrive beyond.

High-Value Networking

Connect with your true peers and industry experts.

Join Us

Discover What It Really Takes to Go Public


Curated for executives preparing for a future IPO, the Bay Area IPO Summit brings together top advisors, market experts, and leaders who have successfully taken companies public to share their perspectives. You’ll hear real-world stories, explore the latest capital markets update, learn practical steps for IPO readiness, uncover strategies for building shareholder value, and dive into employee liquidity challenges.

Event Agenda

11:30 AM

Registration & Lunch

Start your day with networking and lunch.

12:15 PM

Welcome and Introduction

• Ravi Kumar, Partner, National Markets Leader | Connor Group

12:30 PM

Capital Markets Update

Get the latest on the rapidly changing capital markets landscape and what it means for you.

1:05 PM

Public Company Readiness | From Private to Public: Laying the Groundwork for Success

Gain insights from executives and experts who’ve recently led successful liquidity events on what goes into setting your company up for a successful IPO and life as a public company.
Moderator:
•Priya Cherian Huskins, SVP & Partner | Woodruff Sawyer
• Ravi Kumar, Partner, National Market Leader | Connor Group

1:50 PM

Break

2:15 PM

Growing Shareholder Value in the Public Markets

Explore how companies rise to the challenge of consistently meeting and raising EPS expectations, with insights on investor relations, guidance, and transparent communication to build lasting trust. Hear best practices on how finance and sales leaders align forecasts, drive revenue, and adapt culturally and operationally to sustain growth in the public markets.

Moderator:
• Bob Blee, Head of GMMT | MUFG Tech Banking

3:05 PM

Employee Liquidity & Post IPO Compensation

Learn how leading companies design equity programs that reward talent, sustain morale, and support long-term growth in the public markets.

Moderator:
• Rick Kline, Head of GMMT | Latham & Watkins LLP

4:00 PM

Networking Reception

Speakers

Bob

Bob Blee

Head of Growth & Middle Market Technology Banking for Americas
MUFG

Coming Soon

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priya

Priya Cherian Huskins

SVP & Partner
Woodruff Sawyer



Priya Cherian Huskins is a partner at Woodruff Sawyer, a full-service insurance brokerage that services clients worldwide. She is a recognized expert in D&O liability risk and ¬¬its mitigation. In addition to consulting on D&O insurance matters, she counsels clients on corporate governance, including ways to reduce their exposure to shareholder lawsuits and regulatory investigations.
Priya is a frequent speaker on D&O issues. She has appeared on CNBC and been quoted in publications including the Wall Street Journal, the New York Times and the Financial Times. She is also t¬¬he editor of the D&O Notebook, a blog that analyzes issues as they arise in the areas of D&O liability, insurance, and corporate governance.
Priya serves on the board of directors of Realty Income Corporation (NYSE: O) and NMI Holdings, Inc. (Nasdaq: NMIH). She also serves on the boards of Woodruff Sawyer and the Long Term Stock Exchange. In 2024, Priya was named an NACD Directorship 100 honoree.
Priya is a member of the advisory board of the Stanford Rock Center for Corporate Governance and is an active participant in their programs such as Stanford’s Directors College.
Prior to joining Woodruff Sawyer, Priya practiced corporate and securities law at Wilson Sonsini Goodrich & Rosati. Priya has worked with both public and private technology companies through all stages of their development, including IPOs and M&A transactions.
Priya was awarded her juris doctorate with honors from the Law School at the University of Chicago. She earned her undergraduate degree with high honors from Harvard University. .

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rick

Rick Kline

Partner
Latham & Watkins



Ravi is a Partner and U.S. National Market Leader at Connor Group, advising companies on complex, structured transactions and helping clients achieve IPO readiness. Ravi has extensive experience helping companies navigate through liquidity events and is Connor Group’s venture capital and private equity leader.
Prior to joining Connor Group, Ravi was a Senior Manager in EY’s Financial Accounting Advisory Services practice. Ravi’s career background includes cross-functional and multi-national Big 4 experience consisting of new accounting standards implementation, financial due diligence, audit and IPO readiness.
Ravi is a licensed Certified Public Accountant in the state of California, a member of the AICPA, and has passed Level I of the Chartered Financial Analyst (CFA) exam.

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ravi

Ravi Kumar

Partner, National Markets Leader
Connor Group


Ravi is a Partner and U.S. National Market Leader at Connor Group, advising companies on complex, structured transactions and helping clients achieve IPO readiness. Ravi has extensive experience helping companies navigate through liquidity events and is Connor Group’s venture capital and private equity leader.
Prior to joining Connor Group, Ravi was a Senior Manager in EY’s Financial Accounting Advisory Services practice. Ravi’s career background includes cross-functional and multi-national Big 4 experience consisting of new accounting standards implementation, financial due diligence, audit and IPO readiness.
Ravi is a licensed Certified Public Accountant in the state of California, a member of the AICPA, and has passed Level I of the Chartered Financial Analyst (CFA) exam.

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Meet our sponsors

Connor Group is proud to be partnering with industry-leading companies to deliver top-tier content and insights.