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The IPO and Strategic Event Readiness Summit

Workiva CPE webinars

June 17 @ 11:00 am 2:00 pm EDT

Free 3 CPE credits

About this Event:

The organizations that reach a transaction don’t build their foundation at the finish line.

The most important finance transformations happen well before a transaction is on the table. Whether the destination is an initial public offering (IPO), a strategic acquisition, or sustained growth, the teams that get there share a common trait: they built their foundation before they needed it with clean data, airtight controls, and a tech stack that scales.

This summit brings together senior finance, audit, and legal leaders for a focused day on what it actually takes to complete a successful transaction. Across three expert-led sessions, we’ll cover the technology, processes, and strategic frameworks that define a modern, transaction-ready finance function—and what’s at stake if you wait too long to build them.

The best part? It’s your summit, your way.

The IPO and Strategic Event Readiness Summit is built for busy leaders. Attend one session that speaks directly to your priorities or stay for all three and walk away with 3 CPE credits by end of day. Every session stands on its own, and together they tell the full story of what transaction readiness looks like in practice.

  • 10 a.m. CT – Building the Finance Tech Stack for Transactions, Growth, & AI
  • 11 a.m. CT – The Modern IPO: How Technology is Transforming the Path to Public
  • 12 p.m. CT – The IPO Foundation: Internal Controls, Financial Reporting, and the Tech Stack That Gets You There

Seats are limited. Secure your spot today

Earn up to 3 CPE credits when you attend all three sessions

New York, NY 10001 United States
View Venue Website

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