10/10/2013
8:00 am - 8:30 am	Breakfast/Registration
8:30 am - 9:30 am	Welcome and Opening Remarks (The Justines) Marcos Lopez, Managing Director, Solium Jim Wulforst, President, Solium USA, Solium
9:45 am - 10:45 am	Shareworks: Financial Reporting for Non-Finance Plan Administrators (Sequoia Room) Jannet Calix, Director, Private Markets, Solium Lisa Robinson, VP, Professional Services, Solium Description: Take a tour of one of the most popular and powerful tools in Shareworks – financial reporting! Get a first-hand look at some of the top features and receive tips and tricks to get the most out of your reporting experience.	Unveiling Private Market Benefits: One Platform, Endless Possibilities (Oak Room) Christina Chiaramonte, VP, Client Relations, Solium Jeremy Wright, SVP, Product, Solium Description: Incorporating the best capabilities from multiple systems, Shareworks is fast becoming the recordkeeping platform of choice for private companies. Join this session to learn more about Shareworks’s most useful and unique features, including our next-generation cap table, and how to put them to work for you.
11:00 am - 12:00 pm	IPO Checklist: Going Public? How to Get Your House in Order (Sequoia Room) Catherine Bromilow, Partner, PricewaterhouseCoopers LLP Kyle Holm, Associate Partner, Radford, An Aon Hewitt Company Kim Kovacs, EVP, Industry Relations, Solium Description: Planning for an IPO event is a long and challenging road that can make or break you, and whether you’re dealing with corporate governance, risk mitigation or equity plan compliance, there is very little room for error. Come to this session for a top 10 list of things to focus on as you prepare for an IPO.	Negotiating the Deal: Art or Science? (Oak Room) Joe Bartlett, Venture Capitalist and Author, McCarter & English Josh Cook, Partner, Gunderson Dettmer Chris Groot, VP, Corporate Strategy & Legal Affairs, Solium Description: Whether you’re looking for another cash infusion or an exit plan, your goal will be to get the most by giving up the least. This panel will look at a few strategies and considerations that can help you maximize your value and close the deal in your favor.
12:00 pm - 1:30 pm	Lunch Networking (The Justines)
1:30 pm - 2:30 pm	Shareworks: Financial Reporting for Non-Finance Plan Administrators (Sequoia Room) Jannet Calix, Director, Private Markets, Solium Lisa Robinson, VP, Professional Services, Solium Description: Take a tour of one of the most popular and powerful tools in Shareworks – financial reporting! Get a first-hand look at some of the top features and receive tips and tricks to get the most out of your reporting experience.	Unveiling Private Market Benefits: One Platform, Endless Possibilities (Oak Room) Christina Chiaramonte, VP, Client Relations, Solium Jeremy Wright, SVP, Product, Solium Description: Incorporating the best capabilities from multiple systems, Shareworks is fast becoming the recordkeeping platform of choice for private companies. Join this session to learn more about Shareworks’s most useful and unique features, including our next-generation cap table, and how to put them to work for you.
2:45 pm - 3:45 pm	Staying Private Longer? How to Get Liquidity for your Stockholders and Employees (Sequoia Room) Scott Chou, Partner, Employee Stock Option Fund Sam Hayes, SVP, Broker Network & Content, NASDAQ Private Market Gary Levine, SVP, Corporate Strategy & Legal Affairs, Solium Julie Ray, Stock Administrator, Twitter, Inc. Jay Chandler, Head of Capital Markets, Liquidnet Description: As fewer companies go public, IPO timelines stretch out and the likelihood of acquisition is unknown, demonstrating the value of equity compensation to employees can be tough. The good news is there are a growing number of new liquidity alternatives that can provide more immediate value to employees and keep them engaged for the long-term. This panel will address the spectrum of alternative solutions as well as their respective challenges and logistics to help you evaluate the optimal choices for your company.	Negotiating the Deal: Art or Science? (Oak Room) Joe Bartlett, Venture Capitalist and Author, McCarter & English Josh Cook, Partner, Gunderson Dettmer Chris Groot, VP, Corporate Strategy & Legal Affairs, Solium Description: Whether you’re looking for another cash infusion or an exit plan, your goal will be to get the most by giving up the least. This panel will look at a few strategies and considerations that can help you maximize your value and close the deal in your favor.
3:45 pm - 4:00 pm	Closing Remarks (The Justines) Marcos Lopez, Managing Director, Solium Jim Wulforst, President, Solium USA, Solium
4:00 pm - 6:30 pm	Networking Cocktail Reception