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IPO Readiness Workshop

Please join us for a breakfast or lunch workshop to hear firsthand from a distinguished panel who have recently executed some of the Bay Area's most successful IPOs.

Take advantage of this opportunity to earn one free CPE credit and network with professionals the Bay Area.

Workiva is holding an IPO panel workshop featuring five industry experts. Hear from this distinguished panel who have been recently involved in some of the Bay Area's most successful IPOs.

They will discuss how they approached their IPO challenges, what you need to be thinking about as you plan, and practical advice on navigating the process.

An initial public offering represe​nts a seminal moment in the lifecycle of a company. Pre-IPO companies must have a solid understanding of the practical impact the process will impose on their daily lives. The goal is to ensure that they effectively manage the IPO—and not allow the process to manage them.

After this workshop, attendees will be able to:

  • Assemble the right internal team and controls from across the organization, including the board of directors
  • Adapt plans according to the current regulatory environment and U.S. IPO, M&A, liquidity, and finance trends
  • Manage publicity and marketing during the build up to the IPO, including pre-deal road shows and other JOBs Act considerations

Location 1:
Garden Court Hotel
520 Cowper Street
Palo Alto, CA 94301

Location 2:
Waterbar
399 The Embarcadero
San Francisco, CA 94105