September 29, 2018, Washington, DC

2018 Global Board Leaders Summit

The National Association of Corporate Directors’ (NACD) Global Board Leaders’ Summit is the largest and most important director forum in the world, where the greatest minds in governance convene to take on the largest issues facing today’s boardrooms and collectively discover the future of exemplary board leadership.

Convening nearly 2,000 corporate executives and board members, the Summit brings together the best and the brightest—cutting-edge thought leaders and industry experts—for four days of dialogue, interactive workshops, and unprecedented networking opportunities.

See full information here.

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September 19, 2018, San Jose, CA

Future CFO Roundtable

Unlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and c-suite and director experience conspire to create equity capital market transactions that are sometimes needlessly dilutive. Our speaker, Adam J. Epstein of Third Creek Advisors, brings the seasoned perspective of a former institutional investor to the issue in order to facilitate a robust, informative, and interactive debate.

See full information here.

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September 12, 2018, Palo Alto, CA

Elevating Private Company Board Performance in the Age of Disruption

The spotlight on private company governance has never been brighter as high-profile start-ups and their investors and directors have been thrust into the national conversation around workplace culture, board oversight, and business practices. This event concentrated on insightful panel discussions on how directors, investors, and executives can align on board composition, skills, and processes to help early-stage companies better prepare for the long term. Learn from what other companies didn’t do right and gain actionable takeaways you can bring back to the boardroom.

See full information here.

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July 9, 2018, San Francisco, CA

NACD Entrepreneurial Board Forum

Founders shed plenty of blood, sweat, and tears getting their companies starting a business. Once that company hits a revenue threshold of about $250M, having an effective board becomes a key asset to ensuring long-term success. We are increasingly seeing clear links between good governance and robust financial performance over the medium to long term. A failure to focus on boardroom talent and the right processes and controls can lead to a dysfunctional board and a stagnant or failed company.

This event is specifically curated for directors of public and private companies that have revenues under $500M.

See full information here.

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June 5, 2018, New  York, NY

Nasdaq Facebook Live

Adam J. Epstein was live in Nasdaq’s Times Square studio, discussing how U.S. small-caps are impacted by a one-size-fits-all market structure and unique investor communication challenges.

Watch the recorded video here.

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June 4, 2018, New York, NY

The Conference Board Webcast

Seven out of ten US public companies have a market capitalization of less than $500 million and, consequently, employ the majority of the country’s public company board members. However, most governance resources are directed toward large-cap boards—whereas small-cap directors, with fewer resources, fewer advisors, and more tenuous balance sheets, can have much greater sway over their companies’ successes or failures.

Author Adam J. Epstein discusses his handbook for small-cap company directors, detailing the challenges they face,  important differences between small-cap vs large-cap governance, and tips for effective small-cap governance.
View the event on-demand here.

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May 24, 2018, New York, NY

EY Growth Markets Webcast

The transition from private company to public enterprise is a complex undertaking. Between understanding regulations, preparing for transparency and navigating costs, C-suite executives can lose sight of other critical preparations that contribute to a successful IPO.

This event featured a candid conversation across a variety of issues to consider in your IPO preparation, including:

• Preparing to make critical capital markets decisions
• Strategies for approaching and appealing to Wall Street analysts and institutional investors
• Avoiding pitfalls that can negatively impact the IPO process and transformation into public company

Watch the event on-demand here.

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April 23, 2018, Washington, DC

Sec Roundtable Discussion

A discussion of the challenges faced by participants in the market for thinly-traded exchange-listed securities and potential improvements that might be considered to the market structure for these securities. Watch the archived webcast here.

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