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January Monthly Chapter Dinner

January 16, 2020
4:00 PM - 8:30 PM
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Lakewood Country Club
6800 W 10th Ave
Lakewood, CO 80214
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Agenda

4:00 - 4:50 pm – Professional Development Session I*
5:00 - 5:50 pm – Professional Development Session II*
5:30 - 6:30 pm – Networking Social Hour
6:30 - 8:30 pm – Dinner and Presentation*
*CPE Eligible 

Dinner Session

Topic: Uncovering the Secret Sauce of a Successful Start-Up: Navigating the Corporate Journey Private to Public to Buyout
Panelists:
Yancey Spruill, former COO & CFO, SendGrid; Pattie Money, former CPO, SendGrid; David Banks, former IRO, SendGrid; Matthew Dubofsky, Outside Council, Cooley, LLC.
Click here for CPE Details

Click here to download presentation

 

 

 

 

 

 

 

 

 

 

 

 

Local chapters of FEI (Financial Executives International) and NIRI (National Investor Relations Institute) have partnered to host a showcase event to kick off the new year. 

You don’t want to miss this unique opportunity to explore the lifecycle of successful Colorado start-up, SendGrid, through a behind-the-scenes, candid discussion with senior leaders who skillfully guided its corporate journey through critical milestones related to financing, regulation, investors and people. They will discuss:

  • Maximizing cross-functional teams while navigating significant business transformations
  • Designing reliable financial frameworks to support growth initiatives and enable private-to-public transition
  • Ensuring SEC compliance in reporting requirements, internal controls, insider trading and fair disclosure
  • Providing compelling communication and investor engagement to achieve fair relative stock value
  • Attracting, developing and retaining talented teams throughout the corporate lifecycle


SendGrid’s Key Leaders
have reunited for an evening of advice, stories and lessons-learned while reflecting on the TechStars success story from Startup to IPO to Public Company to Buyout.

  • Yancey Spruill – former SendGrid Chief Operating Officer (COO) and Chief Financial Officer (CFO)
  • Pattie Money - former SendGrid Chief People Officer (CPO), interim Twilio CPO
  • David Banks - former Send Grid Investor Relations Officer (IRO)
  • Matthew Dubofsky - Outside Counsel, Cooley LLC


About SendGrid:
SendGrid moved to Colorado in 2009 as a successful participant in the TechStars accelerator program. They initially raised $750,000, then another $5 million in a Series A funding round.  Between 2012-2016, they raised Series B, C and D funding for a total of $74 million. In 2015, Yancey Spruill joined SendGrid as the COO and CFO.  Together with Pattie Money (CPO), David Banks (IRO) and legal counsel, the team raised $131 million through an IPO in 2017. They then went on to sell the company to Twilio in 2018 for nearly $3 billion.

You don’t want to miss this premier event to gain critical business insights into SendGrid’s corporate journey and to network with Denver colleagues from both the private and public markets.

Professional Development Session I

Topic: Rebranding With The Future In Mind
Presenter:
 Brooke Hipp | CMO | ACM LLP and Kristin Holthus | CFO | ACM LLP
Click here for CPE Details

Click here to download presentation

Many companies today are considering updating their brand or rebranding completely.  Whether the decision is based on M&A activity, changes in the profile or a desire to be more current, the list of considerations is long.  This presentation will review important considerations when rebranding including how to accomplish a rebrand once a decision has been made.

 

 

 

 

PD I Sponsored by  

Professional Development Session II

Topic: HORRENDOUS HIDDEN HEALTH CARE COSTS!: What You and Your Company Must Do to Minimize the Damage 
Presenter: Keith Knowles | EVP Sales and Marketing | Aivante and Christopher Pelley | Managing Principal | Pelley Group
Click here for CPE details

Click here to download presentation


     Employee benefit plans can be adjusted to make a tremendous difference for their employees in their 50’s and 60’s IF they also provide some basic education about what to do now.

 

 

 

 

PD II Sponsored by  



Important Registration Information

Normal registration closes on Tuesday 5:00pm of the week of the meeting.  Timely registration ensures you a seat at dinner and each PD session and related handouts, based on the sessions that you register for. 

Any registrations after that Tuesday 5:00pm deadline will be managed as late registrations. Acceptance of these late registrations is at the discretion of FEI Colorado and may be limited based on the space available.  After that deadline, please e-mail [email protected] as soon as you are able to advise us which sessions and/or dinner you plan to attend.  

Refund/Cancellation Policy: No refunds for paid registrations after the 5:00pm Tuesday deadline.  FEI Colorado appreciates your sending an email to [email protected] as soon as you are aware that you must cancel, for handouts and available seating calculations.