September 
30
San Diego IPO Readiness Workshop
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Heidi Soltis-Berner

Evolving Workforce Talent Leader

Managing Director | Deloitte University

Heidi Soltis-Berner serves as Evolving Workforce Talent leader and managing director of Deloitte University. Her broad charge within these two roles is to lead and influence cultural change at Deloitte, build high-performing talent networks, and prepare the next generation of distinctively Deloitte leaders.

Meet & greet: 

Make sure to arrive early to meet our speakers.

5:00p.m.–5:15p.m.

Cathy Engelbert

Chief Executive Officer, Deloitte US

Cathy Engelbert

Chief Executive Officer, Deloitte US

Mrs Robinson
September 
30
, 
2017

San Diego IPO

Readiness Workshop

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8:00AM
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1:00PM

Event speakers

Agenda

Audit Manager at Deloitte

Speaker info

Managing Director, Deloitte University

Directions

Partner, Consulting

Content downloads

Chief Executive Officer, Deloitte US

Event speakers

Presentations and agenda

Audit Manager at Deloitte

Speaker info

Managing Director, Deloitte University

Location and parking

Partner, Consulting

Content downloads

Chief Executive Officer, Deloitte US

Event details

IPO Readiness Workshop

The IPO market is hard to predict, but one thing is certain – you need to start preparing your company well in advance of your targeted launch date. This intensive workshop, designed for executive officers and chief financial officers of pre-IPO companies, will help you prepare for the next step.

Join us on Thursday, May 24, as we bring together some of San Diego’s fastest growing private companies for this invitation-only event that will provide a deeper understanding of:

▪ State of the market

▪ Requirements for going public, such as SEC requirements, due diligence, and board structure

▪ Financial and process-related challenges

▪ Managing the IPO process from a legal perspective

▪ Managing the risks

▪ Perspectives from a peer who has recently taken a company public


You will gain actionable insights and best practices for a successful IPO from industry leaders who are well-versed in the IPO process.

Attendance to this event is by invitation only. This event may qualify you for 2 CPE credits.

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Speakers

Steve Balistreri

Managing Director

Deloitte's Emerging Growth Company Practice

Heidi Soltis-Berner serves as Evolving Workforce Talent leader and managing director of Deloitte University. Her broad charge within these two roles is to lead and influence cultural change at Deloitte, build high-performing talent networks, and prepare the next generation of distinctively Deloitte leaders.

Natalie Buford-Young

Managing Director

Deloitte's Emerging Growth Company Practice

As Global Chief Innovation Officer, Deloitte Touche Tohmatsu Limited, Andrew works across all of Deloitte’s businesses and geographies to understand disruptive change and identify strategies to embrace market opportunities created by the ever evolving technological, government, societal, and business landscapes.

Agenda

Registration and lunch

Make sure to arrive early to meet our speakers

1:00PM–1:30PM

Program

Presentations by Peter Williams & Heidi Soltis-Berner

1:30PM–5:00PM

Reception

Make sure to arrive early to meet our speakers.

5:00PM–6:00PM

Questions? 

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About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

 

Copyright © 2018 Deloitte Development LLC. All rights reserved.

36 USC 220506

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Content downloads

Private company IPOs: Is timing everything?

IPO Readiness: 5 Questions to ask when preparing to go public

Speakers

Patricia Bitar, Tracon Pharma

Jill Broadfoot, Emerald Health

Nate Chang, RBC Capital Markets

Sean Clayton, Cooley

Amy Conrad, Juniper Point

Mark Doscher, MMA

Dylan James, Nasdaq

Tom Rozint, Donnelley Financial Solutions

Bruce Rucks, Deloitte & Touche LLP

Hiral Shah, Deloitte & Touche LLP

Ken Weixel, Deloitte & Touche LLP

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