Inaugural Edition Theme: Women Leading Wall Street

Topics

IPO Institute Accreditation Syllabus based on Key IPO Milestones provides skeleton for broader framework to be fleshed out across three tracks:

Issuers: New Offerings.
- Valuations.
- Trading.
Investors: Allocating Capital.
- When, Where, Why?
Learning: Trends & Innovation.
- Step by step.
- New structures.

KEY IPO MILESTONES

Preparation
Gathering financial information, assessing the company’s readiness and market conditions, selecting underwriters and legal advisors.
Filing with SEC
Preparing and submitting a registration statement to the SEC, including the company’s financial statements and business plan.
Due Diligence
An intensive review of the company’s finances, operations, and legal compliance by underwriters and SEC.
Roadshow
Meeting with potential investors to market the company and its stock offering.
Pricing
Determining the offering price and number of shares to be sold.
Allotment and distribution
Allocating shares to investors and arranging for the distribution of shares.
Trading
Commencing trading of the company’s stock on a stock exchange.
Post-IPO
Continuously communicating with shareholders, complying with securities laws and regulations, and reporting financial results.

Capital Raising & Investor Engagement
IPO Pricing & Underwriting
‘Meet the Issuers” Roundtable
- Expectations a& Reality
- Problems Overcome
- Who You Need/Want by your side
“Meet the Allocators” Roundtable
- Failures & Successes
- What They Look For / How they choose
Tomorrows Unicorns Today
The Decision to IPO
The IPO Myth: “Expensive, Risky, Inefficient”
- The Need for Democratization / Join the Club / Public Markets Revolution
The IPO Process
The IPO Playbook
- Structure and legal path
- Financials and registration
- Post registration
- Post IPO