From Private to Public: A Board's Guide to IPO Success Workshop

Join NACD Northern California and experts from Foley & Lardner, Heffernan Insurance Brokers, RHR International, and RSM US for a workshop specifically designed for private company directors who are preparing for an IPO exit now or in the near future. This session will provide you with the critical insights and strategic guidance required to successfully navigate the transition from private to public. During the event, you will spend time with each expert in small groups to discuss the key considerations and best practices in the following areas:

• Strategy and Risk: Exploring strategic exit options aligned with long-term company goals, ensuring financial and operational readiness, managing market timing and investor sentiment, and addressing governance, compliance, and leadership requirements to optimize IPO success and sustain post-exit growth.
• Regulatory Requirements: Navigating the regulatory landscape, including SEC filings, Sarbanes-Oxley compliance, and the board's responsibilities in ensuring accurate financial reporting and disclosure throughout the IPO process.
• CEO Transition Issues: Addressing CEO readiness or transition challenges as the company moves from private to public, including succession planning, aligning leadership with public company governance standards, and ensuring continuity throughout the IPO process.
• Director Insurance Liability: Highlighting the importance of securing appropriate D&O insurance to mitigate personal liability risks, understanding the scope of coverage, and ensuring adequate protection for board members after the IPO.

Thank you to our generous sponsors for hosting this event: