March 
27
San Diego IPO Readiness
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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: 

5:00p.m.–5:15p.m.

Make sure to arrive early to meet our speakers.

Presentations by Peter Williams & Heidi Soltis-Berner

Speaker: Tony Griglione

Audit Manager at Deloitte

Tony Griglione's path to Deloitte was plotted with the laser focus one might expect of an auditor. As a sophomore at the University of Illinois, he attended the Deloitte National Leadership Conference. He followed that up with two internship stints in the audit practice in Chicago. And when he was offered the full-time position at Deloitte? “I’ll be honest. I didn’t look anywhere else.”

Read more about Tony's career journey.
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March 
27
, 
2019
San Diego Art of the Exit Workshop
RSVPs Closed
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8:30AM
–
1:30PM

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Presentation materials 

Thank you for attending the workshop. In order to follow along at your own pace, we have uploaded our presentation materials here for your convenience. 

San Diego Art of the Exit presentation – Part 1

San Diego Art of the Exit presentation – Part 2

Event details

Power your potential

Is an IPO right for you? Which funding strategy should you pursue? This informative workshop, designed for C-Suite executives and accounting/finance leaders of private companies, will feature local industry leaders with insights that can help you prepare for the next step.


Join us on Wednesday, March 27, as we bring together some of San Diego’s fastest growing venture-backed companies for this invitation-only, interactive event that will cover the following topics:


● State of the capital markets – SVB
● IPO basics and alternative liquidity strategies – Cooley
● M&A/optimizing value during the lifecycle of a life sciences company – Deloitte
● Hong Kong Listing exchange rules – Deloitte

● Interview with the CFO: Traditional IPOs, reverse mergers, and other exits – Emerald Therapeutics, Evofem, and Ra Medical

◦ IPO: Cirius, RA medical or Bionano
◦ Reverse Merger: Evofem
◦ Others: Emerald Therapeutics
  


Keep an eye out for upcoming events in other markets. Learn more

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

LEARN MORE
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Event speakers

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.

Andrew Vaz

Global Managing Partner

Chief Innovation Officer | Deloitte

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, and business landscapes.

Featured speaker: Tony Griglione

Audit Manager at Deloitte

Tony Griglione's path to Deloitte was plotted with the laser focus one might expect of an auditor. As a sophomore at the University of Illinois, he attended the Deloitte National Leadership Conference. He followed that up with two internship stints in the audit practice in Chicago. And when he was offered the full-time position at Deloitte? “I’ll be honest. I didn’t look anywhere else.”

Read more about Tony's career journey.
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Event agenda

Registration and breakfast

8:30AM–8:55AM

Make sure to arrive early to meet our speakers

Presentations by Peter Williams & Heidi Soltis-Berner

Welcome and introductions

8:55AM–9:00AM

Make sure to arrive early to meet our speakers.

Presentations by Peter Williams & Heidi Soltis-Berner

Presentations

9:00AM–12:00PM

Presentations by Peter Williams & Heidi Soltis-Berner

Presentations by Peter Williams & Heidi Soltis-Berner

Networking Lunch

12:00PM–1:30PM

Make sure to arrive early to meet our speakers.

Presentations by Peter Williams & Heidi Soltis-Berner

Questions? 

Contact us

Deloitte.com
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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 © 2019 Deloitte Development LLC. All rights reserved.

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