2024 Tech Summit Series

Join Withum’s Technology and Emerging Growth Services Practice at our Tech Summit Series as we provide a detailed economic and market outlook and examine trending topics in the technology industry. A team of experts will provide an in-depth analysis of the state of the tech industry, including an examination of the economic conditions and overall trends within the industry. We will also discuss the trends with business valuations and tax energy credits and their impact on tech companies.

Featured Keynote

Withum is proud to announce the keynote speaker for our Tech Summit Series will be Virginia Chambless, Head of Research, Commercial Banking of J.P. Morgan. Virginia will be covering key economic trends and outlook for interest rates, inflation, labor markets, business conditions, the state of the consumer and its impact on the technology industry and emerging growth companies. She will also discuss the risks and uncertainties related to ongoing geopolitical tensions and how government policies could change based on the outcome of the U.S. presidential election.

Event Agenda

Session 1: Economic and Market Outlook

Presenters: Ginger Chambless, Head of Research, Commercial Banking, J.P. Morgan and Jessica Offer, Partner, Withum
There is increasing optimism around the state of markets, with lower interest rates potentially on the horizon and most macroeconomic indicators pointing to a soft landing. Amid a backdrop of rising equity markets and low volatility, the capital markets engine is restarting. In this webinar, we will cover key economic trends and outlook for interest rates, inflation, labor markets, business conditions, the state of the consumer and its impact on the tech industry. We will also talk about risks and uncertainties related to ongoing geopolitical tensions and how government policies could change based on the outcome of the U.S. presidential election.

Session 2: Trends with Business Valuations, 409as and Dilution

Presenter: Benjamin Rodriguez, Withum
This webinar segment will provide crucial insights into business valuations, 409a considerations, and managing dilution in the tech industry. You'll gain an understanding of key valuation methodologies in the absence of funding rounds, compliance essentials, and adjustments impacting valuations. Discover strategic approaches for issuing and repricing stock options, including optimal timing aligned with 409a valuations. We'll also discuss typical practices for valuation frequency and timing, and how stock option issuance influences your company's capitalization and overall valuation. This part of the webinar will help you navigate these critical aspects effectively and enhance your company's equity strategy within the tech industry.

Session 3: Understanding the Importance of Clean Energy Tax Credits

Presenter: Lynn Mucenski-Keck, Principal, Withum and Melissa Roth, Partner, Withum
Clean Energy Tax Credits are becoming more and more popular and play a pivotal role in promoting sustainable development and combating climate change in our modern world, but what exactly are they? In this last session of the webinar, we will dive into the significance of these tax credits and how you can use these tax incentives to benefit your business and contribute to a cleaner and more sustainable future.