Venue
RSM US LLP
RSM US LLP, 1330 Post Oak Blvd suite 2400, Houston, TX 77056, USA

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Event Date Thu Nov 14 CST (about 5 years ago)
In your timezone (EST): Thu Nov 14 8:30am - Thu Nov 14 10:40pm
Location RSM US LLP
1330 Post Oak Blvd suite 2400, Houston, TX 77056, USA
Region Americas
Details

Consisting of and moderated by experienced CFOs who have recently completed diverse exits for their own organizations, this session will provide a variety of perspectives on how to strategize, plan and execute a successful liquidation event, whether it be an IPO, a merger, or an acquisition. This discussion will follow the chronology of transaction, from initial charter to the final day of the deal and detail the challenges and solutions our panelists found along the way.

Who Should Attend?
CFOs and other senior finance executives interested in comparing the process of different exit types in consideration of their own growth plans.

Learning Objectives:
• How to maximize value ahead of a transaction and maintain it, all the way to closing.
• Advice on when and how to employ specific tactics, such as involving your audit team, communicating with your employees, when you should use a bank, and more, to help move your deal forward.
• How to bring your investors and executive team together to move toward one common vision
• Common pitfalls to avoid when managing a transaction

Speakers

2019 Speakers

Jeff Martini
CFO, Tri-Point Oil & Gas Production Systems

Mahesh Konduru
CEO, ProSep

Pat McCullough
Former CEO, Just Energy

Michael Harlan
CEO and Chairman, TruHorizon Environmental Solutions