Legal Series – IPOs: How to Do the Deal
Overview:
After a long drought, looks like the IPO market may heat up in 2012. This live webcast — IPOs: How to Do the Deal is a course to give you a comprehensive yet concise understanding of all things legal and IPO’s.
In this LIVE Webcast, some of the business industry’s great minds share their ideas giving you a set or tools for your war chest to help you get the deal done!
This course will cover the following hot topics:
– IPOs and your clients – Legal Considerations
– What to look out for an IPO deal
– What to stay away from an IPO deal
– How to find brokers who are willing to sell IPO shares
– How to make strategic transactions
– Examine the requirements of going public
– JOBS Act – Overview and Key Considerations
– Helpful Tips / Areas to Consider within public company
– Up-to-the-minute updates and implementation framework issues
Agenda:
SEGMENT 1:
Richard Salute, CPA, Partner and Capital Markets Practice Director,
J.H. Cohn LLP
- IPOs and your clients – Legal Considerations
- If the Company is considering doing an IPO, one of its first steps should be to assemble a qualified team of advisors including and most especially experienced securities counsel.
- What to look out for an IPO deal
- An IPO is a tactical response to a strategic need. As a result going public should respond to the company’s needs for capital, public currency (using shares of the Company for compensation purposes, acquisitions, etc.) and public awareness.
- What to stay away from an IPO deal
- Advisors including bankers, lawyers and accountants who do not have good track records doing IPO’s.
- How to find brokers who are willing to sell IPO shares
- The selection of the investment bank to represent you in an IPO should include:
- The banker’s experience in your industry including its research capabilities.
- The banker’s network of buyers.
- The experience of the banker in supporting new issues after an IPO.
- The selection of the investment bank to represent you in an IPO should include:
- Generally companies will find these bankers through their network of advisors, for example their attorney or accountant or their outside directors?
- How to make strategic transactions – Up-to-the-minute updates and implementation framework issues.
- One of the key attributes of a successful company is transparency. In addition, when there are quality people and strong processes in an organization, the results tend to be provided to the public timely and they are usually consistent with expectations.
SEGMENT 2:
Bob Jacobson, Principal, Risk Advisory Services, Consulting Leader – West Region,
McGladrey LLP
Getting The Most From Your IPO
- Examine the requirements of going public.
- Benefits and Opportunities
- Drawbacks and Continued Obligations
- Be A Public Company First – What Are The Core Areas to Consider
- Common Issues and Challenges
- Increase Scrutiny and Formality
- JOBS Act – Overview and Key Considerations
- Key Provisions at a Glance
- Emerging Growth Company
- Changes to the IPO Process For the Emerging Growth Company
- Helpful Tips / Areas to Consider within public company
- Accounting and Finance
- Governance and Internal Controls over Financial Reporting
- IT Readiness and Strategic Considerations
- Taxes
- Internal Audit
- Bringing it all together
Who Should Attend:
- Attorneys; Corporate, M&A, Capital Markets & All Related Practice Areas
- In-house Counsel
- Risk Officers
- Directors & Officers
- IPO Consultants
- Valuation & Finance Executives Seeking to Improve Their Knowledge of the Deals
Richard J. Salute, CPA, serves as the Firm’s Capital Markets and SEC Practice Director. As an expert with more than …
Bob Jacobson is a principal in the risk advisory services practice and is the West region consulting leader, responsible for …
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
Prerequisite:
NONE
Course Code:
124245
NY Category of CLE Credit:
Total Credits:
2.0 CLE
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SPEAKERS' FIRMS:
About J.H. Cohn LLP
One of the leading accounting and consulting firms in the United States, J.H. Cohn LLP specializes in audit, accounting, tax, and business consulting services for public and private companies and not-for-profit organizations. Since 1919, the Firm’s philosophy has remained constant: to provide a highly personalized approach to each client, with intelligent guidance and solutions driven by technical and industry expertise that positively affect client profitability and growth. J.H. Cohn has cultivated a reputation for strategic insight, proactive leadership, unwavering integrity, and a genuine concern for clients and their businesses.
To help clients think and act across national boundaries, J.H. Cohn is an independent member of Nexia International, a global network of independent accountancy, tax, and business advisors and the tenth largest provider of audit and advisory services worldwide. The Firm has offices in New York, New Jersey, Connecticut, Massachusetts, and California. For more information, visit our website atwww.jhcohn.com
Website: https://www.jhcohn.com/
About McGladrey LLP
McGladrey & Pullen, LLP operates under the McGladrey brand as the fifth largest U.S. provider of assurance, tax and consulting services, with nearly 6,500 professionals and associates in more than 70 offices nationwide. McGladrey & Pullen is a licensed CPA firm, and is a member of RSM International, the sixth largest global network of independent accounting, tax and consulting firms.
Website: https://mcgladrey.com/