Facilitator Guide
The IPO Process
Facilitator Guide
The IPO Process
- Topic
- Securities Offerings
- Duration
- Format
- Remote or in person
What’s Covered
- Benefits of an IPO
- Organization and due diligence
- The registration statement and other deal documents
- SEC review and comment
- Deal launch and marketing
- Pricing and Closing
Before the Session
Prepare the Attendees
Send the attendees an invitation for the session. Include this link, which has the videos and exercise they’ll need to prepare.
https://www.hotshotlegal.com/trainings/the-ipo-process/attendee
Prepare Yourself
Watch the videos and read the exercise so you’re familiar with the Hotshot material.
-
Course
An overview of the initial public offering process, including a discussion on due diligence, preparing and filing the registration statement, the SEC review and comment process, pricing and closing.
During the Session
- What are the advantages of going public vs. staying privately held?
- What topics are discussed at the first organizational meeting for an IPO?
- What is an initial registration statement and when is it filed?
- What is the scope of the SEC’s review of the initial registration statement?
- In addition to the registration statement, what other deal documents are important in an IPO?
- What is a “roadshow” and when does it occur?
- How and when is the offering price determined?
- What happens at the closing of the IPO and when does it occur?
- Anecdotes and war stories (e.g., about a near-disaster or a tough negotiation)
- General practice tips (dos and don’ts)
- Firm-specific guidance and practices
After the Session
About Hotshot
Hotshot helps lawyers develop their legal, business, and technology skills through short videos, quizzes, and summaries, and we help law firms and law schools plan and deliver engaging training programs. Our customers include Am Law 200 firms, top law schools, and regional and international firms.
Contact us at info@hotshotlegal.com if you’re interested in a free consultation about remote training for your firm.
Log in or sign up at www.hotshotlegal.com.