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Pre-IPO masterclass: A multi-disciplinary roadmap to public readiness
March 19 @ 2:00 pm – 3:30 pm EDT
Description:
The transition from a private entity to a public company is a rigorous, multi-year transformation that extends far beyond the final filing. Successfully navigating this journey requires a synchronized effort across the enterprise, demanding heightened maturity from accounting, internal audit, IT infrastructure, and corporate governance. This 90-minute masterclass provides a comprehensive blueprint for managing this cross-functional evolution, moving beyond basic compliance to address the operational realities of being a public company.
We will break down the essential pillars of readiness, focusing on how to build a scalable infrastructure that satisfies the internal and external demands of auditors, legal counsel, and future shareholders. Participants will explore the interdependencies between financial reporting accuracy, robust IT general controls, and executive accountability. The session concludes with a 30-minute fireside chat featuring leaders who have managed this multidisciplinary shift firsthand. They will share practical insights on breaking down departmental silos, replacing fragmented manual workflows with a centralized risk environment, and establishing the sustainable governance framework required to thrive in the public eye.
Learning objectives:
- Analyze the multi-disciplinary requirements of the IPO journey, identifying the critical touchpoints between accounting, internal audit, legal, and IT.
- Implement a sustainable compliance infrastructure designed to mitigate enterprise risk and support the transition from private to public internal control standards.
- Execute a strategic roadmap for establishing public-grade governance and internal control frameworks well in advance of the S-1 filing.
- Evaluate how a connected risk platform replaces inefficient, disconnected spreadsheets to create a single source of truth for all stakeholders in the IPO process.
CPE credit(s): 1.5 CPE upon live viewing and participation. CPEs not offered on-demand.
Field of study: Management Services
Instructional delivery method: Group Internet Based
Level: Basic
Prerequisite: None
Advanced preparation: None
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