The Innovation Series: Managing Successful Growth & Considerations for Executives

Managing Successful Growth: Considerations for Executives

If your organization is experiencing rapid growth, your senior executives will need to manage many structural, financial, and personal changes to maintain and accelerate your company’s success.

Join CLSI and JP Morgan for an in-depth seminar that addresses the key challenges facing a successful entrepreneur or management team:

• Organizational strategy and executive compensation;
• Employment agreements and stock grants;
• What to consider before seeking additional rounds of financing;
• Preparing your company for a sale or IPO; and
• Personal wealth management strategies.

Join us in May to explore these strategies for growth and success in 2018

Program Agenda

5:00pm Registration Opens

5:30pm Opening Remarks | Lori Lindburg, President & CEO, CLSI

5:40pm Panel Discussion

6:40pm Audience Q&A

7:00pm Networking Reception

Moderator & Panelist

Amy Johnson, Vice President, J.P. Morgan Private Bank

Amy is a private client advisor who works closely with private and public company executives to help them manage concentrated risk and advise on short- and long-term balance sheet considerations. Specific examples of her expertise include pre-IPO and acquisition planning, customizing strategies for concentrated risk portfolios, and implementing 10b5-1 sales programs. Bringing to bear the full resources of J.P. Morgan, Amy provides investment management, wealth advisory, banking, philanthropy, and fiduciary services to Bay Area clients. Amy is a graduate of the Ross School of Business at the University of Michigan and also received a B.A. in Spanish Language and Literature. In her free time, she enjoys volunteering for the San Francisco SPCA, running along the Bay, traveling to new places, and cooking.

Panelists

Brandon Gantus, Partner, Employee Benefits and Compensation, Wilson Sonsini

Brandon Gantus is a partner in the employee benefits and compensation practice at Wilson Sonsini Goodrich & Rosati. His practice focuses on the representation of companies in their compensation and employee benefits matters, with a particular emphasis on mergers and acquisitions and capital markets transactions.
Brandon advises clients on the design, drafting, and administration of equity-based compensation programs (including stock option, restricted stock, and other equity arrangements); employment, consulting, retention, severance, change in control, and deferred compensation arrangements; and the associated tax (including Section 409A), accounting, ERISA, and securities law implications.

Carly Levin, Executive Director, J.P. Morgan Investment Bank

Carly Levin leads NEXT, a J.P. Morgan Investment Banking team advising start-ups, corporations, advisers and investors on transactions and deals in the early stage ecosystem. Carly joined J.P. Morgan’s Technology Investment Banking practice over ten years ago and has worked with a broad range of public and private technology clients on corporate strategy, mergers and acquisitions and debt and equity capital raises. Carly holds a B.A. in International Relations from Stanford University and while at Stanford played lacrosse for the Cardinal. Carly lives in San Francisco with her husband, Paul, and their two sons.

Lesley Stolz, Head, JLABS Bay Area

Lesley is the Head of JLABS Bay Area including JLABS @ SSF, JLABS @ QB3 and our flagship JLABS San Diego. In this role, Lesley is responsible for external engagement, innovation sourcing, company onboarding, portfolio management, operational excellence, educational programming and P&L. In this role, she catalyzes and support the translation of science and technology into valuable solutions for patients and consumers across the pharmaceutical, medical device and consumer healthcare sectors.

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