NEEDHAM, Mass. July 19, 2011 Jeremy Wright Aspirations 2011 conference
Josh McGinn Marianne Snook July 26, 2011 Santa Clara, California
The panel will discuss the process of preparing a private company for an Initial Public Offering (IPO) and how to transition to a public transfer agent. They will explain how a company’s financial officers should organize stock and option plan information well in advance of a liquidity event. The presentation will also include information on common issues that arise as part of the IPO process. Panelists will speak about selecting a transfer agent, standard reports to send to the transfer agent, and working with the agent during the IPO process.
"Having worked on capitalization tables for hundreds of pre-IPO companies, I am pleased to be part of Aspirations 2011," Wright said. "It will be the year’s premiere equity administration event for financial officers seeking guidance on the latest software and training practices for an IPO or exit. This is an exciting and hectic time for any company with an IPO strategy and it is critical that they prepare in advance to keep the process moving smoothly."
two dozen industry experts Barbara Baksa Elizabeth Dodge Dan Walter
Other topics to be discussed at Aspirations 2011 include stock plan vendor selection, equity plan design, international considerations, equity accounting practices, participant communications, stock plan tracking and data management, and an overview of the complete IPO process for equity plans of privately-held companies.
About Two Step Software, Inc. Needham, Massachusetts http://www.twostep.com
SOURCE Two Step Software, Inc.