Welcome and Introductions

If I had to do my exit again...

Three CFOs, three different outcomes, one conversation. Our Co-Chairs Gene Fetisov (Manychat, two CFO-led IPOs), Grace Liu (Nav Technologies, M&A exit at Tango), and Tom Alderman (HopSkipDrive, Getaround SPAC exit) sit down together for a rotating-moderator fireside, no press, no recording.

They'll dig into:

- Picking your path: IPO vs. strategic exit vs. dual track, and how to bring that conversation to your board
- Why readiness has to start earlier than you'd think
- What goes wrong (and what almost did) in public markets vs. strategic processes
- Running the business while running the exit

Evolving Your Story for the Outcome

Your equity story needs to flex as your exit path comes into focus, whether that's IPO, M&A, or something in between. This roundtable digs into how CFOs adjust their narrative, metrics, and positioning as the outcome becomes clearer, and what it takes to keep the story credible with each new audience.

 10 min Break

Building Your Bench

Exit readiness lives or dies on the strength of your team and advisors. This roundtable covers how CFOs build out the bench, from finance leadership to bankers, auditors, and legal counsel, well before the exit clock starts ticking.

Join us for a closing reception with beverages and light bites, featuring lightly themed conversation areas that encourage informal, organic networking and offer a relaxed way to meet and connect with regional peers.