EVENT

Presented annually in Boston

KPMG IPO Bootcamp 2022

60 South Street | Boston, MA

Register now

Up to 4 CPE credits

Bryan McCorry

Bryan McCorry

Partner, Audit, KPMG US

Marc Dumaine

Marc Dumaine

Partner, Accounting Advisory, KPMG US

+1 617-988-1257

  • Overview
  • Sessions
  • Speakers
  • Thought Leadership
  • Past Sessions
  • Prior Forum Speakers

Overview


KPMG in Boston hosts the annual IPO Bootcamp

The bootcamp is designed to bring together founding teams from across the technology and life sciences industries for a half-day of collaborative discussion, exploration of topics germane to the process of going public, and professional networking.

This year, IPO insider and experts will bring you up to speed on the rapid evolution of the market in the last 24 months, what you need to know about going public via a SPAC versus a traditional process, pre-org meeting considerations, and how to keep your team in the best shape after offering.

 


Special guest contributors are a hallmark of the IPO Bootcamp

To produce the bootcamp in a way that reflects an unvarnished look at the current state of the capital markets, KPMG brings together our most senior thought leaders with senior industry executives to bring you well-rounded, sometimes provocative, and always hyper-relevant perspectives on trending topics that founders and senior executives need to consider.


You're in good company at the IPO Bootcamp

Building lasting connections with peers is critical no matter your professional level or industry segment. Because our IPO Bootcamp attracts hundreds of professionals from all levels of the organizational hierarchy, you'll have an opportunity to meet new contacts and peers, strengthen existing relationships, and build connections that will pay dividends for years.


36% Life Sciences
34% Technology
23% Services
7% Other Industry


Audience breakdown shown has been derived from the most recent forum registration data

Sessions


9:00am - 9:25am: Capital Markets Update Presentation

9:30am - 10:30am: Tech Risk Trends in Financial Services ft. ServiceNow

Over a short span of just a few months, financial services firms have witnessed a veritable revolution in technological change; transition to hybrid cloud environments, the rollout of rapid application development using DevOps methods, and the urgent adoption of work from home applications. KPMG’s Technology Risk leaders Tina Thukalil and Matthew Miller along with financial industry leaders Gregory Kanevski, Kristin Streett, and Alison Musci from ServiceNow will break down what’s going on in the areas of cyber, data governance, regulatory compliance, third party risk, and legacy risk which can all have devastating effects on a firms ability to transact business if not managed properly.


10:30am - 11:30am: The New Role of ESG in Banking, Asset Management & Enterprise ft. PIMCO

KPMG’s Liz Ming will give an overview of new expectations and requirements around ESG for enterprise companies the firm is working with as well as some of the solutions for managing them. Afterward, we’re pulling together practitioners who are overseeing and making positive changes including Katherine Blue, KPMG’s Sustainability Service Leader for the Americas, Olivia Albrecht, Head of ESG Strategy for PIMCO, and some of the tech that’s aiding in these efforts for a discussion of where we were, where we are, and where we’re going.

KPMG’s Liz Ming will give an overview of new expectations and requirements around ESG for enterprise companies the firm is working with as well as some of the solutions for managing them. Afterward, we’re pulling together practitioners who are overseeing and making positive changes including Katherine Blue, KPMG’s Sustainability Service Leader for the Americas, Olivia Albrecht, Head of ESG Strategy for PIMCO, and some of the tech that’s aiding in these efforts for a discussion of where we were, where we are, and where we’re going.

.

10:30am - 11:30am: The New Role of ESG in Banking, Asset Management & Enterprise ft. PIMCO

KPMG’s Liz Ming will give an overview of new expectations and requirements around ESG for enterprise companies the firm is working with as well as some of the solutions for managing them. Afterward, we’re pulling together practitioners who are overseeing and making positive changes including Katherine Blue, KPMG’s Sustainability Service Leader for the Americas, Olivia Albrecht, Head of ESG Strategy for PIMCO, and some of the tech that’s aiding in these efforts for a discussion of where we were, where we are, and where we’re going.

12:00pm - 1:00pm: Client-Centric Relationships in the New Reality ft. Humana, USAA, Edward Jones, PayPal, Salesforce

How has the new reality changed the way financial services firms build relationships with their clients? Shifts in consumer behavior, accelerated by COVID-19, require firms to improve the client experience through a new rhythm of positive interactions—delivered in the digital world. Join Michael Herman from KPMG and Rohit Mahna from Salesforce for a discussion on the ways that transformation within the financial services industry is helping firms improve both the customer experience and their own performance. A panel of customer experience executives from USAA, Edward Jones, PayPal and Humana will share how digital transformation enabled them to implement a client-centric culture to build strong and enduring relationships.

How has the new reality changed the way financial services firms build relationships with their clients? Shifts in consumer behavior, accelerated by COVID-19, require firms to improve the client experience through a new rhythm of positive interactions—delivered in the digital world. Join Michael Herman from KPMG and Rohit Mahna from Salesforce for a discussion on the ways that transformation within the financial services industry is helping firms improve both the customer experience and their own performance. A panel of customer experience executives from USAA, Edward Jones, PayPal and Humana will share how digital transformation enabled them to implement a client-centric culture to build strong and enduring relationships.

.

12:00pm - 1:00pm: Client-Centric Relationships in the New Reality ft. Humana, USAA, Edward Jones, PayPal, Salesforce

How has the new reality changed the way financial services firms build relationships with their clients? Shifts in consumer behavior, accelerated by COVID-19, require firms to improve the client experience through a new rhythm of positive interactions—delivered in the digital world.

Join Michael Herman from KPMG and Rohit Mahna from Salesforce for a discussion on the ways that transformation within the financial services industry is helping firms improve both the customer experience and their own performance. A panel of customer experience executives from USAA, Edward Jones, PayPal and Humana will share how digital transformation enabled them to implement a client-centric culture to build strong and enduring relationships.

1:30pm - 2:30pm: The Future of FinTech ft. Silicon Valley Bank, MassChallenge, InterGen Data, FiVerity

The Future of Fintech is already here, sometimes it just needs a little help along the way. Massachusetts has a vast array of resources for innovators in the space with MassChallenge, the Mass Tech Collaborative, public sector innovation leaders, and anchor financial institutions across the state with labs to help develop ideas, technology, and leaders. This panel discussion will bring together mentors from these programs including Rob Baldassare, Principal at KPMG, Devon Sherman, MassChallenge’s Fintech Managing Director, Dan Allred, Senior Market Manager for Silicon Valley Bank’s National Fintech & Payments Strategy Team, Robert Kirk, CEO of InterGen Data, and Greg Woolf, CEO of FiVerity, who will all give insight into where the next hot areas of the space are, where the saturation points might be, and how we keep Massachusetts on the forefront of fintech innovation.

The Future of Fintech is already here, sometimes it just needs a little help along the way. Massachusetts has a vast array of resources for innovators in the space with MassChallenge, the Mass Tech Collaborative, public sector innovation leaders, and anchor financial institutions across the state with labs to help develop ideas, technology, and leaders. This panel discussion will bring together mentors from these programs including Rob Baldassare, Principal at KPMG, Devon Sherman, MassChallenge’s Fintech Managing Director, Dan Allred, Senior Market Manager for Silicon Valley Bank’s National Fintech & Payments Strategy Team, Robert Kirk, CEO of InterGen Data, and Greg Woolf, CEO of FiVerity, who will all give insight into where the next hot areas of the space are, where the saturation points might be, and how we keep Massachusetts on the forefront of fintech innovation.

.

1:30pm - 2:30pm: The Future of FinTech ft. Silicon Valley Bank, MassChallenge, InterGen Data, FiVerity

The Future of Fintech is already here, sometimes it just needs a little help along the way. Massachusetts has a vast array of resources for innovators in the space with MassChallenge, the Mass Tech Collaborative, public sector innovation leaders, and anchor financial institutions across the state with labs to help develop ideas, technology, and leaders.

This panel discussion will bring together mentors from these programs including Rob Baldassare, Principal at KPMG, Devon Sherman, MassChallenge’s Fintech Managing Director, Dan Allred, Senior Market Manager for Silicon Valley Bank’s National Fintech & Payments Strategy Team, Robert Kirk, CEO of InterGen Data, and Greg Woolf, CEO of FiVerity, who will all give insight into where the next hot areas of the space are, where the saturation points might be, and how we keep Massachusetts on the forefront of fintech innovation.



9:30am - 10:10am: Capital Markets Readiness & Pre-Org Meeting Considerations



10:10am - 10:50am: Post-Org Meeting Considerations



11:00am - 11:45 am: Panel discussion



11:45 am - 12:00 pm: Closing Thoughts and Next Steps for your IPO Journey



12:00 pm - 1:00 pm: Networking Lunch

All sessions shown are eligible for Continuing Professional Education (CPE) credits

Speakers


Zach Canter
Managing Director
J.P. Morgan

James Cohane
Senior Director, Private Enterprise Practice
KPMG LLP

Bill Collins
Partner, Life Sciences Practice
Goodwin 

Marc Dumaine
Partner, Accounting Advisory
KPMG LLP

James Haley
CFO
Desktop Metal

Gregg Katz
Partner, Technology
Goodwin

David Ke
Executive Director
J.P. Morgan

Bryan McCorry
Partner, Audit
KPMG LLP

Jen Plotnick
Partner, Audit
KPMG LLP

Jordan Saxe
Sr. Managing Director, Americas
Nasdaq

Jeffrey Trigilio
Chief Financial Officer
Cullinan Oncology

Thought Leadership

Past Sessions

Prior Forum Speakers

David Ke
Executive Director
J.P. Morgan

Janet Lehman
Partner, Life Sciences Venture Practice
KPMG LLP

Marc Dumaine
Partner, IPO Readiness
KPMG LLP

Jordan Saxe
Sr. Managing Director, Americas
Nasdaq

Gregg Katz
Partner, Technology
Goodwin Procter LLP

Bill Collins
Partner, Equity Markets
Goodwin Procter LLP

Bryan McCorry
Partner, Private Enterprise
KPMG LLP


Previous forums

  • Prior forum speakers
  • Faces of the forum

Prior forum speakers

Faces of the forum