September 
30
, 
2019
Bay Area IPO Readiness Workshop

Virtual Event

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5:00p.m.–5:15p.m.

Meet & greet: 

Make sure to arrive early to meet our speakers.

Presentations by Peter Williams & Heidi Soltis-Berner

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What agile event programs are and why they're essential

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What agile event programs are and why they're essential

9:00AM - 10:00AM

Main lobby

Arrival & Check-In

Get yourself checked in, say hello to colleagues and get ready for a fun day!

Jet Rodriguez

VP, Marketing

Righteous, Inc.

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Jet Rodriguez

VP, Marketing

Deloitte Tax LLP

Pete Richardson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Pete have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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05

Resource Title

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

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Thursday
, 
December 
31
, 
2020
9:30am
–
10:30am 
EST
Wednesday
, 
November 
18
, 
2020
9:30AM
–
10:30AM 
CST
Thursday
, 
December 
31
, 
2020
9:30AM
–
10:30AM 
EST
Bay Area IPO Readiness Workshop

In a world of fast-shifting business priorities and unpredictable change, marketers need a new way to think about event strategies. When unexpected challenges arise, agile event programs are designed not just to survive — but to thrive.

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Thank you for participating.

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What you'll learn

The market continues to be active! Learn what has changed in navigating these unprecedented times.


This workshop is designed for C-Suite executives and accounting/finance leaders of pre-IPO companies. Join us on Thursday, September 17, as leaders from organizations well-versed in the IPO, direct listing, and SPAC processes share insights on the "next normal".

Key takeaways:

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Current market conditions

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Regulatory considerations

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How to prepare for the IPO process

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Life as a public company

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Actionable insights from a CFO/controller of a recently public company

This event may qualify you for CPE credits.

This event may qualify you for CPE credits.

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Event details

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Key takeaways:

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What agile event programs are and why they're essential

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Strategies and tools for building agile event marketing

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How to scale agile event programs without losing brand integrity or valuable data

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Steps you can take right now to introduce agile event marketing into your business

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What agile event programs are and why they're essential

This event may qualify you for CPE credits.

This event may qualify you for CPE credits.

LEARN MORE ABOUT CPE
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This event may qualify you for CPE credits.

This event may qualify you for CPE credits.

LEARN MORE ABOUT CPE
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Grab your favorite snack and tune in

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Featured speaker

William Welch Deloitte

Founder and Partner

Deloitte LLP

Founder William Welch Deloitte became a leader in the burgeoning field of accounting just as the industrialization of England gave rise to the urgent need for financial discipline. His reputation and connections across industries and geographies helped put the organization on the path to its success today.

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Speakers

William Welch Deloitte

Founder and Partner

Deloitte LLP

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Jennie Palen

Principal and Department Lead

Haskins & Sells

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Featured speaker

Chris Brodersen

Americas Blockchain Lab Lead | Deloitte Consulting

Chris is Deloitte’s Americas Blockchain Lab Lead. He is a blockchain subject matter expert at the intersection of blockchain and business applications leading Deloitte’s blockchain Lab.Chris was previously employed at Accenture and was a key member of the core blockchain team helping to guide the group towards becoming a firm wide Strategic Growth Initiative (SGI). He holds a B.S. in Finance from the M.J. Whitman School of Management at Syracuse University.

FULL BIO
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Agenda

7:00AM–7:10AM

All Speakers

Welcome Intro

Hosts will introduce themselves and get you up to speed on the webinar's agenda.

7:10AM–7:20AM

Sab Pell, Openform

Opening Remarks

Host Sab Pell will take you through the hot topics and best practices to move forward with.

7:20AM–7:45AM

All Speakers

Panel Begins

Open Q&A between guest presenters and attendees.

7:45AM-8:00AM

Jet Rodriguez, Righteous, Inc.

Closing Thoughts

Guest speaker Jet Rodriguez will keep us informed on what the future of virtual events will begin to look like.

Event agenda

4:00PM–4:15PM | Opening remarks

4:15PM–5:00PM | Assessing and mitigating cyber risk: Critical questions for the board and the C-suite

Speaker: Mary Galligan, Deloitte

5:00PM–6:00PM | Fireside chat: Operating in the realm of Cyber Everywhere

Speaker: Corey Thomas, Rapid7

6:00PM–6:50PM | Fireside chat: Operating in the realm of Cyber Everywhere

Speaker: Corey Thomas, Rapid7

6:50PM–7:00PM | Closing remarks

Event agenda

8:00AM–8:30AM

Registration and breakfast

Make sure to arrive early to meet our speakers

Presentations by Peter Williams & Heidi Soltis-Berner

8:30AM–11:30AM

Presentations

Presentations by Peter Williams & Heidi Soltis-Berner

Presentations by Peter Williams & Heidi Soltis-Berner

11:30AM–1:00PM

Networking lunch

Closing remarks from Deloite CIO Andrew Vaz

Presentations by Peter Williams & Heidi Soltis-Berner

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

Check it out
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02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

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03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

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04

IRL + URL: How to Blend In-Person and Virtual Events

Blending in-person and virtual experiences to create a hybrid event is one way event marketers can lean into this ever-changing operation, reach new audiences, and discover new growth.

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Additional information

We hope you will be able to join us for this virtual offering being delivered through Zoom Meetings. Once you register, you will receive a confirmation email with a calendar invitation for the program. We encourage you to test the link ahead of our meeting so that you may download any necessary software to join the meeting. This virtual session will include video and we encourage you to join using your laptop or phone video camera.

 

Please note that this meeting will utilize Zoom Enterprise technology and may be recorded. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording.


This session leverages Zoom Enterprise technology. Participant names will be visible to all who join.

Questions? Contact us

Questions? 

Contact us

Ready to join us?

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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 © 2020 Deloitte Development LLC. All rights reserved.

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William Welch

Founder and Partner

Deloitte

Founder William Welch Deloitte became a leader in the burgeoning field of accounting just as the industrialization of England gave rise to the urgent need for financial discipline. His reputation and connections across industries and geographies helped put the organization on the path to its success today.

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