Creative Strategic and Financing Solutions for Life Sciences Companies

For Life Sciences companies, from early-stage diagnostics to digital health, pre-revenue medtechs to biotechs, tight capital markets in 2024 continue to make financing a tough road for many. Learn from four FLG partners Life Science CFOs how CEOs and boards, in partnership with their CFOs, can leverage new strategies which extend cash runways, identify creative sources of new financing for growth and make pivotal decisions about when to exit via M&A or stay the course on the road to clinical success.

Preparing a Life Sciences Company for an IPO: Hosted by Moss Adams

Join Moss Adams with Partners Stephen Fineberg and Sarah Ratra, Karen Deschaine JD from Wilson Sonsini Goodrich & Rosati and FLG partner Greg Curhan as they discuss the ways that life science companies can prepare for an IPO in today’s tight capital markets. Learn how to build out a support system of external professionals, pitfalls, and strategies for executives in the IPO process, key reporting requirements when going public, how to develop the right internal controls for financial reporting, and about the due diligence process and other legal matters to address during IPO preparations.

Managing Challenging Board Behavior

Tune in as our panel of four seasoned FLG partners (both CFOs and board members) explore the specific types and challenges posed by problematic BOD behavior, share interesting real-life stories about managing through these situations, describe when to “call out” this behavior and provide best practices in remedying and mitigating such situations.

Code Red in Retail: Consumer CFO Strategies for Success in 2023

Learn from panelists H. Bob Heller, former Governor at the Fed and FLG partners and consumer CFOs Jennifer Cho, Monica Stevenson and Heather Ogan how CPG, retail and other DTC consumer businesses can weather the recessionary winds as we enter 2023.

Excellence in Board Leadership: Navigating Complex Challenges

Listen to 4 FLG experts describe their experiences as board members and Committee chairs on private and public board directors, essential best practices for directors, key traits of high performing board members and “need-to-knows” for aspiring and current board members at private, public and non-profit boards. Find out how to get on a public or private company corporate board and how to position yourself optimally for board membership.

CFO Roundtable: “Consumer CFOs Building Brands”

Learn from four experienced consumer CFOs at FLG Partners about lessons learned by finance leaders about driving brand success across startups to enterprise companies. Listen to their advice about the keys to managing growth successfully, how to evaluate investments from marketing to IT and the issues all CFOs need to be on top of when building a brand whether in e-commerce or classic brick and mortar retail.

Financing Roundtable: “What Do Investors Want?” – Setting Your Next Round Up for Success

Listen to four financing experts and experienced IPO and M&A CFOs from FLG Partners describe their advice for setting your next funding round up for success. They dive into how to dissect the investor landscape, honing your pitch to investors, how the financing process unfolds, issues typically encountered in financing transactions and how to select the right partners for your deal.

Maximizing Performance of the Audit Committee

Learn from four CFO experts at FLG Partners about the key responsibilities of the Audit Chair and CFO in optimizing performance of the Audit Committee. Diving into a discussion about how to choose the right committee chair, setting the committee’s charter, identifying the scope of issues addressed by the committee and how the committee can add value before and during a crisis at the company.

Launching a Life Science IPO in the Midst of COVID: Angion Biomedica

Join FLG Partners for a fireside chat with Angion CEO, Dr. Jay Venkatesan and CFO and FLG partner Greg Curhan for a discussion about the unique challenges and opportunities posed launching Angion’s IPO in February 2021 in the midst of COVID-19.

SaaS Pivots: Best Practices, Case Examples, Lessons Learned

Eric Mersch at FLG Partners hosts an experienced panel of experts from JMP Securities (Erik Suppiger), OPEXEngine (Lauren Kelley), with case studies from Callidus (Ron Fior), Nominum (Ken Chow) and Datrium/VMWare (Mike Park) who discuss business model pivots to SaaS across different types of technology businesses, from software to hardware to cybersecurity. Learn about best practices, lessons learned and the key decisionmaking, operational planning priorities and customer and investor reactions in both successful (and failed) transitions into SaaS models.

Ensuring SPAC Success

Listen to an experienced panel of financing experts at FLG Partners including Greg Curhan and Eric Hall and Molly Hemmeter, Board member at 2 SPACs, discuss the key decisionmaking, planning and executional considerations companies and boards should address before choosing this direction when seeking access to the public markets for capital.

Banking During COVID-19: Panel Discussion – June 17, 2020

Join FLG partner, Chris Cook, moderate a panel of experts from the Bay Area banking community provide their valuable insights into how the current climate in the banking industry will change bank behavior and practices as a result of COVID-19. Panelists include Robert Coleman, Regional Accountant, FDIC, Mark Cadieux, Chief Credit Officer, Silicon Valley Bank, Dan Myers, CEO, Bridge Bank, Jeff Wishner, Managing Director, Keefe, Bruyette & Woods and Derek Criswell, Partner, Moss Adams.

Key Performance Metrics for SaaS CFOs

FLG partner Eric Mersch reviews the KPIs and key metrics which SaaS CFOs need to use as benchmarks when reviewing ongoing operational performance.

The CFO as Chief Operator

FLG partner, Eric Mersch describes the reasons why CFOs need to increasingly extend their strategic and operational reach from finance to operations within successful companies.

The Saas CFO: Best Practices for Success

Listen to CFO/COO and FLG partner, Eric Mersch describe how CFOs at SaaS companies need to set themselves up for success and what matters in evaluating SaaS company performance.

The Technology CFO as Business Intelligence Expert

FLG partner Eric Mersch talks about how CFOs need to broaden their roles to encompass the BI function and business intelligence tracking from systems enhancements to operational performance reviews.

Nonprofit vs For-Profit CFOs: Similarities and Nuances – Critical Skillsets

Learn what skillsets are key to the success of nonprofit CFOs in comparison to those of for-profit CFOs from FLG partner Frank Tsai.

Nonprofits: When To Hire a VP vs a Director of Finance

Does your nonprofit need a full-fledged CFO or a Director of Finance? Find out how to make this critical decision from FLG partner and CFO consultant, Frank Tsai.

Maximizing Performance at Mature Operating Companies

FLG partner Jonathan Wolter describes the most important leverage points for CFOs at mature operating companies who want to improve their performance and meet their strategic objectives.

Consumer Company CFOs: Learning From Digitally Native Leaders

Learn from FLG partner & CFO Stephanie Roberts why the e-commerce and retail brands which are most successful today are pioneering through data analysis and one-to-one customer-brand relationships new territory and models which legacy consumer brands can learn a lot from.

Cryptocurrencies: What CEOs and CFOs Need to Know

Learn from FLG partner & former Coinbase CFO, Tim Laehy, the opportunities for leveraging cryptocurrencies in today’s business environment.

How Should Your Company Be Preparing for Blockchain?

What should CEOs and CFOs be concerned with in terms of preparing for blockchain’s evolution which will impact supply chain relationships and transactional execution for many businesses in the future. Get the facts from FLG partner and former Coinbase CFO, Tim Laehy.

What is Blockchain?

Learn the basics about this fast-moving and evolving technology trend which will likely impact the transactions and supply chain relationships at many businesses and across sectors. FLG partner and former Coinbase CFO Tim Laehy describes what you need to know about blockchain.

Pre-IPO Planning for C-Suite Executives: Tax & Other Implications

Listen while FLG partner Eric Hall describes the critical factors any CEO and CFO planning for an IPO should be focused on from a personal tax and financial perspective. FLG Partners provides CFO experts at the C-suite level for pre IPO planning and transaction execution across industry sectors.

Mergers & Acquisitions: What CEOs and CFOs Need to Know

FLG Partner, Bill Leetham describes the key elements that any CEO or Board needs to know when preparing for an acquisition, either buy-side or sell-side. Learn the essential factors which can make the difference for the success of your acquisition strategy.