Dallas Chapter Technology CFO Series: "Exit Strategies for Tech Companies and How to Maximize Value"

REGISTRATION FOR THIS MEETING IS CLOSED. FOR EVENT INFORMATION OR REGISTRATION ISSUES, CONTACT ERIC HOLLEMAN AT [email protected].

Exit Strategies for Tech Companies and How to Maximize Value

October 3, 2018 | 4:00-7:00 p.m. | 1.5 CPEs | Moss Adams-North Location

Panel discussion will cover the following topics among other questions: 

  • How to maximize value

  • What are areas or things that can hold up an exit

  • What can negatively impact valuation

  • What type of companies are receiving the highest exit multiples

Learning Objectives
Attendees will understand:

  • How to best position a company prior to seeking an exit

  • How to efficiently move through an exit process

Seth Harward, Partner, Frontier Capital
Gretchen Seay, Partner, Clearsight Advisors
Jeff Bistrong, Managing Director, Harris Williams
Terry Hungle, CFO, Imagine Communications
Charlie Fell, Tech & Life Sciences VP, Comerica Bank
Gavin Turner, Managing Partner, Mainsail Partners

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Technology sector.
Register by Monday, October 1, 2018
 

SCHEDULE

4:00-4:30 p.m. Check-in
4:30-6:00 p.m. Program and Q&A | 1.5 CPEs
6:00-7:00 p.m. Networking & Hors d’oeuvres
 

LOCATION

Moss Adams – North Location
13727 Noel Road, Suite 300
Dallas, TX 75240
(Moss Adams is located in the Galleria North Towers, Tower II, on the 3rd floor)
Click for driving directions
Click for aerial view of parking
 

STRATEGIC INVESTORS

RHSB
Comerica
Moss Adams
Gardere
 

CPE CREDIT

CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
 
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour.  Contact your state board for more information.
 

CANCELLATION

To cancel a reservation, contact Jackie Dunn at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 
 

CHAPTER CONTACT

Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999 | 469-241-0079
[email protected] | www.feidallas.org


Speakers

Mr. Jeff Bistrong

Managing Director
Harris Williams

Mr. Charlie Fell

Vice President
Comerica Bank - Tech & Life Sciences

Mr. Seth Harward

Partner
Frontier Capital

Mr. Terry Hungle

CFO
Imagine Communications

Ms. Gretchen Seay

Partner
Clearsight Advisors

Mr. Gavin Turner

Managing Partner
Mainsail Partners

Credits

1.50 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.