Understanding the Initial Public Offering (IPO) process

Better understand the IPO process where new stock is issued.
Financial Management / Growth

Format 45 Minute Lesson
Chapters 6
Skill Level New to Topic
Audience C-Suite
Includes Access for 1 year. Stream on all devices.

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Course Description

In this lesson, ExecSense examines the IPO process and all the steps it takes to bring a stock to market. Learn about the IPO issuance timeline and the roles of all the parties associated.

This lesson is led by an expert on the topic, Bill Addiss (Owner and Principal – Amherst Financial Training), and focuses on getting your company ready for an IPO, and creating, marketing, pricing, and distributing your stocks.

In this 45-minute session, you will learn:

How to successfully bring a new issue to market based on regulations that date back to 1935, alongside updated information on how companies like Google have changed the process

An overview of the potential issuers of and potential investors in stocks, how evolving technology is changing IPOs, and a complete rundown of all parties involved in stocks: issuers, bond councils, syndicates, and clients

A comprehensive breakdown of all the terms associated with stock issuances that will demystify the esoteric language that makes IPOs
intimidating and allow you to work more efficiently when it’s time to go public

An easy-to-apply timeline that will guide you through every step of issuing an IPO or direct public offering (DPO)—from entertaining issuer pitches to executing on your agreement

Why public offerings are changing, and how DPOs or “Dutch Auction” offerings differ from traditional IPOs

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ExecSense Speaker

William Addiss: Owner and Principal, Amherst Financial Training
Expertise: Financial Management

William has over 30 years of management experience in the finance industry. He has designed and delivered courses in capital markets, fixed income and derivative instruments.

He has also delivered introduction to finance courses for non-financial professionals and graduate induction programs.

He is currently the principal/owner of Amherst Financial Trading. William develops and facilitates training programs in fixed income, derivatives and capital markets targeted to banks, broker/dealers, regulatory authorities and asset management firms. These include Deutsche Bank, Citibank, Kuwait Investment Authority, the SEC and FINRA.

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