September 
30
, 
2021
Life as a Public Panel and Fireside Chat
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5:00pm – 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT
Life as a Public Panel and Fireside Chat
Life as a Public Panel and Fireside Chat

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Event details

After the ringing of the bell and the IPO ceremony, what is next? We invite you to join Deloitte subject matter specialists and your industry peers for an engaging conversation. Hear from leaders at Deloitte, Cooley, Nasdaq, and Blue Shirt Group. This event will conclude with a fireside chat with Franco Valle, CFO at Biomea Fusion.

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Featured speakers

Barrett Daniels 

Audit & Assurance Partner and IPO Leader

Deloitte & Touche LLP

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May Yuet Yu

Audit & Assurance Partner

Deloitte & Touche LLP

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Chris Danne

Co-Founder and Managing Partner

Blue Shirt Group

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Jack Cassel

Vice President, Listings and Capital Markets

Nasdaq

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Brad Goldberg

Partner

Cooley LLP

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Franco Valle

Chief Financial Officer

Biomea Fusion

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Featured speakers

Barrett Daniels 

Audit & Assurance Partner and IPO Leader

Deloitte & Touche LLP

Short bio

+
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Read more
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May Yuet Yu

Audit & Assurance Partner

Deloitte & Touche LLP

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Chris Danne

Title

Blue Shirt Group

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Jack Cassel

Vice President, Listings and Capital Markets

Nasdaq

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Brad Goldberg

Partner

Cooley LLP

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Franco Valle

Chief Financial Officer

Biomea Fusion

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This event may qualify you for CPE credits

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Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

8:00AM - 9:00AM

Breakfast

9:00Am – 10:00Am

Deloitte Greenhouse Breakthrough Lab

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

10:00am - 11:00am

Breakfast [Optional]

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Event details

After the ringing of the bell and the IPO ceremony, what is next? We invite you to join Deloitte subject matter specialists and your industry peers for an engaging conversation. Hear from leaders at Deloitte, Cooley, Nasdaq, and Blue Shirt Group. This event will conclude with a fireside chat with Franco Valle, CFO at Biomea Fusion.

Optional List Element Subtitle:

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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

After the ringing of the bell and the IPO ceremony, what is next? We invite you to join Deloitte subject matter specialists and your industry peers for an engaging conversation. Hear from leaders at Deloitte, Cooley, Nasdaq, and Blue Shirt Group. This event will conclude with a fireside chat with Franco Valle, CFO at Biomea Fusion.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Agenda

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

8:00am - 9:00am

Breakfast

Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day

Optional Speaker Name

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

Breaks and meals will be provided throughout the day

Optional Speaker Name

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

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Additional information

This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.

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COVID-19 guidelines

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The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants.

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Deloitte guidelines

The safety and well being of our guests is our top priority. 

  • Deloitte policy requires all guests (Deloitte employees, clients and external guests) to be fully-vaccinated (two weeks after second dose in a two-dose series or two weeks after a single-dose vaccine) prior to attending an event or program.
  • Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.
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CPE credit information 

Course description

After the ringing of the bell and the IPO ceremony, what is next? We invite you to join Deloitte subject matter specialists and your industry peers for an engaging conversation. Hear from leaders at Deloitte, Cooley, Nasdaq, and Blue Shirt Group. This event will conclude with a fireside chat with Franco Valle, CFO at Biomea Fusion.

Learning objectives

Upon completion, participants will be able to define and describe the following concepts

  • Regulation expectations of a newly public company
  • Legal expectations of a newly public company
  • Investor relations leading practices

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

 

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

 

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

1.0

Recommended subject area

Specialized Knowledge

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

Questions/concerns

Angi Breshears

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

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Barrett Daniels

Audit & Assurance Partner and IPO Leader

Deloitte & Touche LLP

Company

Barrett has deep expertise in IPO-related engagements having worked primarily in the field, and on 50+ S-1 and initial public offering engagements, over the past 15 years. Prior to Deloitte, Barrett served as the co-founder, CEO, and managing partner of Nextstep Advisory Services, LLC (acquired by Deloitte & Touche LLP in 2018), a leading provider of IPO and technical accounting services. He has additional experience as a senior IPO services partner with a leading specialized advisory firm, CFO of two Bay Area companies, director of accounting for a global cloud-based human capital management provider, and nearly a decade in public accounting. Barrett holds a Bachelor of Science in Accounting from Florida State University and is a CPA in California.

Session name

Subtitle

Company

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

Zoom details

Subtitle

Company

We encourage you to join using your laptop or phone video camera. 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. Participant names may also be visible to all who join.

May Yuet Yu

Audit & Assurance Partner

Deloitte & Touche LLP

Company

May brings more than 13 years of professional audit and assurance experience serving emerging growth companies and large public and private enterprises. She has strong experience managing teams on multiple audit engagements, as well as advising clients through the IPO process, including confidential S-1 filings under the JOBS act through final prospectus to first 10-Q and 10-K, and secondary offerings. She also brings a deep knowledge of equity and debt financing transactions, business acquisitions, adoption of new accounting standards, AICPA to PCAOB conversion, Sarbanes-Oxley internal controls implementation, collaboration and revenue recognition, and stock compensation/409A matters.

Chris Danne

Co-Founder and Managing Partner

Blue Shirt Group

Company

Chris has more than 25 years of IPO and investor relations experience and has helped more than 125 companies go public. He was a founder of The Blueshirt Group 22 years ago. Prior to that, Chris was a Principal at Morgen-Walke Associates, where he ran the West Coast office. After graduating from Duke University, Chris spent two years working as scaffolder in Europe and Asia before joining Mallory Factor and The Equity Group in New York.

Jack Cassel

Vice President, Listings and Capital Markets

Nasdaq

Company

Prior to joining Nasdaq, Jack was a Vice President at GrowthPoint Technology Partners, a boutique investment bank that provides M&A and strategic advisory services to technology companies around the globe. Prior to joining GrowthPoint, Jack was a Director of Enterprise Sales for Reputation.com and a Financial Advisor in Morgan Stanley’s Private Bank.

 

Preceding his entry into the business world, Jack played Major League Baseball for the San Diego Padres and Houston Astros. While playing baseball, Jack also co-founded Players for the Planet – a non-profit organization that utilizes professional athletes to promote environmental awareness. He currently serves as a board member.

 

Jack holds an MBA from the University of Southern California and studied Communications at Loyola Marymount University.

Brad Goldberg

Partner

Cooley LLP

Company

Brad has extensive experience advising companies on all aspects of their compliance with US securities laws and the listing requirements of the major US exchanges, particularly in connection with and following their initial public offerings. He regularly counsels management, boards of directors and board committees on a wide range of matters, including SEC and stock exchange reporting and disclosure requirements, board and executive compensation, corporate governance, shareholder proposals, the impact of proxy advisory services, and responses to formal and informal SEC inquiries. His practice also involves advising companies on a range of matters relating to corporate aircraft and private plane use. Brad received his BS in economics from the Wharton School of the University of Pennsylvania in 1997. In 2001, he received his JD from the University of Southern California Law School, where he was a member of the Southern California Law Review. Brad is admitted to practice in New York.

Franco Valle

Chief Financial Officer

Biomea Fusion

Company

Franco joined Biomea Fusion as Chief Financial Officer in July 2021. He brings over 16 years of progressive experience in Biotech and Pharmaceutical industry, with public and private experience. Prior to joining us, Franco was with Graphite Bio as the Senior Vice President, Finance. Previously, he held finance and leadership positions at various biotechnology companies, including Eidos Therapeutics, Inc. where he served as Senior Vice President, Finance, Iovance Biotherapeutics, Inc., as Controller, and Pharmacyclics, Inc. as Senior Director of Accounting. Franco began his career at PricewaterhouseCoopers, where he worked in the Life Science and Venture Capital Group. He received a BS in Corporate Finance from San Jose State University and is a Certified Public Accountant.

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