Preparing for an IPO: Market Insights and Strategic Planning

Roundtable Discussion

September 9, 2025 5:30 PM - 8:00 PM MDT Denver, CO

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Colorado Events / Preparing for an IPO

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NACD Colorado
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Maureen Upton, Executive Director

Kathleen Clevenger, Chapter Administrator

NACD Colorado Chapter
5151 W. Ottawa Avenue
Littleton, CO 80128
programs@colorado.nacdonline.org
720-271-1751

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About The Event

Credits: 2 NACD Credits

Roundtable Dinner

Effective planning is essential for IPO readiness. While every company faces unique challenges during the IPO process, all must provide confidence to their stakeholders before going public.

Join Moss Adams x Baker Tilly and Cooley for an insightful discussion on the current IPO landscape, how to make the most of your preparation time, and how to develop a strong plan leading up to your IPO.

Topics will include:

  • Market Trends and Outlook: Exploring the key factors driving the resurgence of IPO activity in 2025.

  • Regulatory Updates: Navigating the SEC’s changing policies and their implications for companies planning an IPO.

  • Preparation Essentials: Critical steps for crafting a successful IPO strategy, from financial readiness to engaging investors

  • Alternative Options: How some companies may decide on a reverse merger, SPAC or direct listing

This roundtable dinner session has limited attendance. Please request an invitation here.

Sponsored by:  Moss Adams x Baker Tilly & Cooley, LLP

Location

Location TBA

TBA, Denver, CO TBA

Speakers

Principal, CPA, Moss Adams x Baker Tilly

Findley Gillespie

Findley has over 25 years of internal audit and public accounting experience. He’s the consulting group leader over our technology, communications, and life sciences practices…

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Principal, CPA, Moss Adams x Baker Tilly

Gregory Pfahl

Greg has practiced public accounting since 1997. He provides a wide range of audit and accounting services for public and privately held companies in the manufacturing and distribution, technology, and renewable energy industries…

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Associate, Cooley

Christine Turner

Christine’s practice focuses on capital markets transactions. She represents investment banks and late-stage private and public companies in a variety of corporate and securities transactions, including initial public offerings (IPOs), follow-on and secondary offerings, private placements and convertible debt offerings…

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Senior Counsel, Cooley LLP

Fran Wheeler

Fran Wheeler is senior counsel for the Colorado office of Cooley LLP. His practice includes corporate, securities and transactional matters, including public and private offerings, mergers and acquisitions, international transactions, corporate governance, and securities law disclosure and compliance…

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Moderator

Independent Director; Treasurer, NACD Colorado Chapter

Matthew Wurtzbacher, NACD.DC

Matthew Wurtzbacher joined Navajo Nation Oil and Gas Co. in July 2023 to serve as interim CEO. In 2019, Wurtzbacher formed Flourish Energy LLC for the purpose of acquiring and operating oil- and gas-producing assets in the United States. Wurtzbacher currently serves on the board of Navajo Nation Oil and Gas Co., Challenger Point Energy LLC, Wellspring Church, and the Kendall and Taylor Atkinson Foundation…

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NACD Colorado
Contact Us

Maureen Upton, Executive Director

Kathleen Clevenger, Chapter Administrator

NACD Colorado Chapter
5151 W. Ottawa Avenue
Littleton, CO 80128
programs@colorado.nacdonline.org
720-271-1751

Find a Chapter

By registering for an NACD or NACD Chapter Network event, you agree to the following Code of Conduct.

NACD and the NACD Chapter Network organizations (NACD) are non-partisan, nonprofit organizations dedicated to providing directors with the opportunity to discuss timely governance oversight practices. The views of the speakers and audience are their own and do not necessarily reflect the views of NACD.