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    • IPO or exit ready? Reducing tax risk for growing companies IPO or exit ready? Reducing tax risk for growing companies Malcolm Ellerbe, Tax Partner, Armanino Recorded: Sep 30 2015 8:00 pm UTC 63 mins
    • Sponsored by Avalara

      Whether you’re moving up from Quickbooks or have an enterprise level ERP, you know that you can’t mess around with tax compliance. Imagine getting ready for IPO or hit that big buy from a major Fortune 100 company – and then find that the acquisition tanks due to a major liability in mismanaged sales tax. Ouch! Unfortunately, we’ve seen it happen time and again.

      Let us help you get your organization ready for the next growth phase that will put you into the three comma club. We’ve rounded up some top-notch tax experts with lots of experience working with public and private high-growth tech companies – and they’re not going to let you down in the clutch.

      Tax partners Malcolm Ellerbe, David Sordello, and Jon Davies of the Silicon Valley company Armanino will sit down for an interactive chat with the VentureBeat audience – and are happy to take your questions as you navigate the ins and outs of sales tax in a mobile and startup culture.

      In this webinar, you’ll:

      * Gain greater visibility to common sales tax loopholes that often snag hot tech startups and entrepreneurs
      * Determine whether sales tax is even an issue for your organization -- you might be surprised.
      * Learn ways that international tax in growth stage companies can be the make or break point for that next IPO
      * Get a high level overview of other tax considerations like net operating losses, impact of stock compensation, and the states that are currently taxing cloud computing services.

      Speakers:
      Malcolm Ellerbe, Tax Partner, Armanino
      David Sordello, CPA, Corporate Tax, Armanino
      Jon Davies, Tax Partner, International Tax, Armanino

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    • IPO Webinar Series: Life After the IPO -- Thriving as a Public Company IPO Webinar Series: Life After the IPO -- Thriving as a Public Company Sherrie Weldon, Nathan Elwell, Neil Stewart Recorded: Nov 15 2012 7:00 pm UTC 61 mins
    • In this four-part IPO Webinar Series hosted by FTI Consulting, our experts will address the challenges, opportunities and market trends facing companies considering and preparing for an IPO. Each webinar in the series will focus on a different stage in the IPO process – from evaluating whether an IPO is an appropriate strategy to operating as a newly public company.

      The fourth webinar in the series titled, “Life After the IPO: Thriving as a Public Company,” will explore the following:

      •Are you acting like a public company?
      •How to survive the first earnings call
      •Maintaining valuation
      •Disclosure practices
      •Engaging all stakeholders through an integrated communications program

      Who should attend:
      •Board of Directors from privately held companies
      •C-suite executives from privately held companies – CEO, CFO, GC, CMO, CCO and IRO
      •Outside Legal Counselors
      •Private Equity and Venture Capital Investors

      CPE credit: Participation in the live webinar qualifies for 1 CPE credit. Field of Study: Finance

      Please note that CPE credit can only be given to individuals who remain logged into the LIVE webinar and respond to the polling questions provided during the webinar. Please note that this is a NASBA (not FTI) requirement. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50‐minute hour.

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    • IPO Webinar Series: Is an IPO Right for You? IPO Webinar Series: Is an IPO Right for You? Elliot A. Fuhr, Michael Goldberg, Bryan Armstrong, Neil Stewart Recorded: Aug 30 2012 6:00 pm UTC 61 mins
    • In this four-part IPO Webinar Series, hosted by FTI Consulting, market experts will address the challenges, opportunities and market trends facing companies considering and preparing for an IPO and . Each webinar in the series will focus on a different stage in the IPO process – from evaluating an IPO as an exit strategy to operating as a newly public company.

      The first webinar in the series titled, Is an IPO Right for You?, will explore and discuss:
      1. The current IPO landscape and how market conditions influence IPO success
      2. Evaluating your options and the pros and cons of going public
      3. Building your IPO business case and how to ensure you’re both operationally and strategically ready to IPO
      4. The merits of early preparation to position your company for IPO success

      Who should attend:
      • Board of Directors from privately held companies
      • C-suite executives from privately held companies – CEO, CFO, GC, CMO, CCO and IRO
      • Outside Legal Counselors
      • Private Equity and Venture Capital Investors

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    • IPO Webinar Series: The Road to IPO IPO Webinar Series: The Road to IPO John Huber, Kal Goldberg, Glenn W. Tyranski Recorded: Oct 10 2012 6:00 pm UTC 63 mins
    • In this four-part IPO Webinar Series, hosted by FTI Consulting, our experts will address the challenges, opportunities and market trends facing companies considering and preparing for an IPO. Each webinar in the series will focus on a different stage in the IPO process – from evaluating whether an IPO is an appropriate strategy to operating as a newly public company.

      The third webinar in the series titled, The Road to IPO, will explore and discuss the key ingredients of an IPO preparation program:
      •How to navigate today’s market forces to maximize enterprise value after listing day
      •IPO due diligence with respect to all stakeholders
      •Developing a multi-stakeholder communications plan
      •The new rules and regulations of an IPO: the impact of social media and the JOBS Act
      •Successful strategies and common pitfalls leading up to listing day

      Who should attend:
      •Board of Directors from privately held companies
      •C-suite executives from privately held companies – CEO, CFO, GC, CMO, CCO and IRO
      •Outside Legal Counselors
      •Private Equity and Venture Capital Investors

      Speakers:
      •John Huber, Senior Managing Director, Forensics & Litigation Consulting, FTI Consulting
      •Kal Goldberg, Senior Managing Director, Strategic Communications, FTI Consulting
      •Glenn W. Tyranski, Senior Vice President, Financial Compliance, NYSE Regulation, Inc.

      CPE credit: Participation in the live webinar qualifies for 1 CPE credit. Field of Study: Finance

      Please note that CPE credit can only be given to individuals who remain logged into the LIVE webinar and respond to the polling questions provided during the webinar. Please note that this is a NASBA (not FTI) requirement. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50‐minute hour.

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    • IPO Webinar Series: Are you Ready to Go Public? IPO Webinar Series: Are you Ready to Go Public? Joel Totter, Jay Frankl, Elizabeth Saunders, Neil Stewart Recorded: Sep 19 2012 4:00 pm UTC 62 mins
    • In this four-part IPO Webinar Series, hosted by FTI Consulting, our experts will address the challenges, opportunities and market trends facing companies considering and preparing for an IPO. Each webinar in the series will focus on a different stage in the IPO process - from evaluating whether an IPO is an appropriate strategy to operating as a newly public company.

      The second webinar in the series titled, Are you Ready to Go Public?, will explore and discuss the key ingredients of an IPO preparation program:

      •Appropriate financial and corporate infrastructure
      •Guiding principles for choosing the right market and exchange
      •Potential reputational risks and impact on enterprise value
      •Preparing management for “primetime”
      •Priority compliance and reporting systems and impact of the JOBS Act

      Who should attend:
      --Board of Directors from privately held companies
      --C-suite executives from privately held companies – CEO, CFO, GC, CMO, CCO and IRO
      --Outside Legal Counselors
      --Private Equity and Venture Capital Investors

      Speakers:
      --Joel Trotter, Partner, Latham & Watkins and principal co-author of the IPO-related provisions of the JOBS Act of 2012
      --Jay Frankl, Senior Managing Director, Forensic and Litigation Consulting, FTI Consulting
      --Elizabeth Saunders, Americas Chairman, Strategic Communications, FTI Consulting
      --Neil Stewart, Editor-at-large, IR Magazine

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    • IPO Preparation - What you need to know in 2011 IPO Preparation - What you need to know in 2011 George Brown and Steve Hobbs, Protiviti; Doug Chu, NYSE Euronext; Patrick Shannon, Latham and Watkins Recorded: Mar 1 2011 6:00 pm UTC 62 mins
    • Following more than two years of historically low initial public offering (IPO) activity, worldwide public offerings surged in 2010 and 2011 is anticipated to be a very busy market for new IPO’s in North America and globally. Improvement in debt markets and equity market valuations have public companies, Private Equity firms and private company investors reexamining long term plans for IPO listings. Whether you are at an emerging company or a business spin-off, it is crucial that you understand the listing options to fully realize value and broaden access to public capital markets.

      View this webinar held by the New York Stock Exchange (NYSE), RR Donnelley, Protiviti, and Latham & Watkins to help you identify the key steps in planning for public company readiness. This 60-minute webinar highlights:
      •Preparing the accounting and finance functions (technology, process, and team members)
      •Structuring organizations and transactions leading up to a public offering including dual-track considerations
      •Regulatory developments that will impact public offerings
      •Preparing for the requirements of investors and the public capital markets – what has changed and should you be approaching the process differently now?

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    • US IPOs: Is the window open? US IPOs: Is the window open? IFLR, Morrison & Foerster, PricewaterhouseCoopers, Cowen and Company Recorded: May 18 2010 3:00 pm UTC 90 mins
    • After a two-year lull in filings of initial public offerings, there is renewed activity. The session will discuss the current IPO market, including which sectors are most active, structure of IPOs in registration (primary/secondary), maturity of IPO issuers and sponsor/VC/PE backing. The panelists also will discuss:

      - Alternatives to IPOs,
      - Deciding to pursue an IPO,
      - Keys to a successful IPO,
      - Accounting, tax and other concerns, and
      - Public company reporting and Sarbanes-Oxley and other corporate governance issues.

      Speakers:
      Nicholas Pettifer, Americas editor, IFLR
      Anna Pinedo, partner, Morrison & Foerster LLP
      David Lynn, partner, Morrison & Foerster LLP
      David Ryan, assurance partner, PricewaterhouseCoopers LLP
      Grant Miller, managing director - equity capital markets, Cowen and Company, LLC

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    • Planning for financings in volatile markets Planning for financings in volatile markets Anna Pinedo and James Tanenbaum, Morrison & Foerster; Brian Maier, Geoffrey Goodman and Gregory Ogborn, Wells Fargo Recorded: Jul 12 2016 3:00 pm UTC 102 mins
    • Volatile capital markets and the rapidly changing financial landscape make it important for issuers to recognise changes quickly and adjust their financing strategies accordingly.

      For example, for an issuer that contemplated an IPO or is in the IPO queue, it is important to become familiar with other financing alternatives, such as venture debt or late-stage or mezzanine debt, as well as institutional equity private placements. Each of these markets is quite different. Familiarity with investor expectations and documentation requirements is essential in order to put your company in the best position to make crisp decisions. For issuers that already have their securities listed on a non-US securities exchange, which may offer limited liquidity, it may be time to consider undertaking a US IPO in order to establish a more liquid market for their securities. Already public companies considering their next capital raise also must be nimble - a PIPE transaction may be an attractive (and available) financing alternative. During this session, the speakers will discuss:

      •Current market conditions;
      •Financing alternatives for pre-IPO companies;
      •The market for venture debt;
      •The late-stage (or cross-over) private placement market;
      •Options to consider on the way to an IPO;
      •The ReIPO™
      •Financing alternatives for recently public companies; and
      •PIPE transactions and other financing alternatives.

      The webinar's speakers will be:

      -Geoffrey Goodman, managing director, equity capital markets, Wells Fargo
      -Gregory Ogborn, director, equity capital markets, Wells Fargo
      -Brian Maier, vice chairman, Wells Fargo
      -Anna Pinedo, partner, Morrison & Foerster
      -James Tanenbaum, partner, Morrison & Foerster

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    • Cybersecurity M&A and IPO’S: Trends and Lessons Cybersecurity M&A and IPO’S: Trends and Lessons Jason Kaufman, Don More, Greg Oslan, Alberto Yepez Recorded: Apr 23 2013 2:25 pm UTC 28 mins
    • The pending Presidential Executive Order relative to Cybersecurity legislation, disruptive technologies, record cash, aggressive new buyers, and attractive valuations are stimulating entrepreneurs in this domain to consider selling their companies in 2013. Many entrepreneurs are taking advantage of this moment--but are you ready? What are the trends and lessons one needs to know? Should you contemplate an IPO or conduct an auction? What actions should be considered when selling to a strategic buyer versus a private equity firm? What is the process to achieve an optimal outcome? Hear from Chad Sweet, Co-Founder and CEO of The Chertoff Group, as he leads a panel of both advisors and entrepreneurs who have successfully navigated the sale process and can share with you their secrets to success.

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    • The JOBS Act: rulemaking status and assessing its first year The JOBS Act: rulemaking status and assessing its first year Morrison & Foerster, IFLR Recorded: Mar 7 2013 4:00 pm UTC 90 mins
    • The Jumpstart Our Business Startups Act – better known as the JOBS Act – took effect in April 2012. Since then, the Securities & Exchange Commission has published many of the Act’s required studies, and released significant guidance concerning many of its provisions. Market practice continues to evolve, particularly in relation to emerging growth company IPOs.

      Now approaching its first anniversary, this webinar provides an opportunity to look at how the market has utilised the JOBS Act, and the key questions that remain. The speakers will focus on:

      • Title I practices, including confidential submissions, test-the-waters communications, and disclosures
      • Practice pointers under Title I
      • Emerging growth company exchange offers, mergers, and spin-offs
      • Research guidance
      • General solicitation and exempt offerings

      Speakers:
      • Anna Pinedo, Morrison & Foerster
      • David Lynn, Morrison & Foerster
      • Tymour Okasha, Bank of America Merrill Lynch
      • Danielle Myles, IFLR (moderator)

      New York and California CLE credit will be offered for this webinar

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