2018 IPO Workshop For Emerging Growth Companies

Join us for a half-day IPO workshop built for executives at emerging growth companies.

Workiva has partnered with over a dozen forward-thinking, experienced panelists who have led companies, clients, and investors through recent high-profile IPOs. Get the advice you need to implement a 21st century process that will help guide your company along the path toward a successful IPO.

Panelists include:

  • Karo Galstyan, Partner, Acilon
  • Jim Frankola, Chief Financial Officer, Cloudera
  • Eric Jensen, Partner, Cooley
  • Dave Peinsipp, Partner and Co-Chair of Capital Markets Practice Group, Cooley
  • Rob Freedman, Partner and Co-Chair, Securities and Corporate Finance, Fenwick & West
  • Holly Grey, Vice President of Finance, ForeScout
  • Darren Milliken, SVP, General Counsel, Corporate Compliance Officer, ForeScout
  • Ian Charles, Chief Financial Officer, Host Analytics
  • Eric Prengel, Executive Director, Technology Investment Banking, J.P. Morgan
  • Andrew Stephens, General Counsel, MongoDB, Inc.
  • Rizvan Dhalla, Head of Technology Corporate Finance Execution, Morgan Stanley
  • Carolyn Saacke, Chief Operating Officer Capital Markets, NYSE
  • Alan Jones, Partner—Capital Markets and Accounting Advisory Services, PwC
  • David Appel, Head of Software and SaaS Vertical, Sage Intacct
  • Stuart Miller, Executive Vice President, Treasurer, and Chief Financial Officer, Workiva
  • Joe Howell, Vice President of Strategic Initiatives, Workiva

Panelists will discuss how they approach common IPO challenges, what to consider given the current state of the market, infrastructure planning and execution advice, and lessons learned from their deal experiences.

After this workshop, attendees will be able to:

  • Adequately prepare for increased scrutiny post-IPO
  • Manage operational details in preparation for the IPO, including pre-deal road shows and other JOBS Act considerations
  • Leverage technology that scales to organizational needs and helps drive insights
  • Adapt plans according to the current regulatory environment and U.S. IPO, M&A, liquidity, and finance trends

Four CPE credits are offered, compliments of Workiva

Questions? Email

April 18, 2018
7:30 a.m.-1:30 p.m. PT
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Marriott San Francisco Airport Waterfront
1800 Old Bayshore Highway
Burlingame, CA 94010
United States