IPO Readiness for Fast-Growing Global Companies
Recorded sessions now available on-demand.
Going public is a significant milestone for any business. A listing on the public markets may be your ultimate goal as an entrepreneur, or it could simply be a stepping stone for your business’s larger mission.
When preparing to go public, businesses must be ready to field increasing demands from their investors, while simultaneously ensuring their business meets structural, regulatory, and compliance requirements.
Hear rapid-growth success stories, key lessons learned, and much more, including:
- Identifying key metrics and their value to your IPO
- Best practices to ensure your finance department is audit-ready
- Streamlining back-office processes with software automation
Speakers
Adam Bain
Co-Founder & Managing Partner at 01 Advisors
Adam Bain works with startup executives advising them on scaling and leadership as a Managing Partner and Co-Founder of venture capital firm, 01 Advisors. Bain is on the board of Virgin Galactic Holdings, GOAT Group and Opendoor Technologies. Prior to 01 Advisors, Adam served as the Chief Operating Officer for Twitter and, prior to this, was their President of Global Revenue and Partnerships, helping Twitter IPO in 2013. Previously, Adam was the President of Audience Network at Fox Interactive Media, helping spearhead over $1.5B in technology acquisitions.
Jim Loughmiller
Senior Managing Director at CBiz
Jim is the Senior Managing Director at Cbiz, a payroll services company. He provides quality assurance for services provided by the organization, scoping plans to outline specific goals, conducting risk assessments, and performing IPO readiness projects. Jim performs IPO readiness projects and public security offerings. Previously, Jim was co-founder of ARC Consulting and Senior Manager of Reporting & Budgeting at BioMarin Pharmaceutical.
Andrew Jenks
Senior Accounting Manager at LucidWorks
Andrew is the Senior Accounting Manager at Lucidworks, a cloud software provider powering the future of search with its Connect Cloud Experience (CXC). Lucidworks combines the power of search and machine learning to personalize experiences that meet employees’ and customers’ unique intent. Customers, including Lenovo, Morgan Stanley, and Red Hat, rely on Lucidworks every day to power product discovery, customer service, and knowledge management applications.
Jack McCullough
President at The CFO Leadership Council
Jack is a recognized thought leader in the world of financial leadership with a career that has included CFO positions at 26 companies. He founded the CFO Leadership Council, a global organization dedicated to empowering senior financial executives through innovative professional development programs and peer networking. Most recently, Jack published his first book, “Secrets of Rockstar CFOs.” Over the years, Jack has successfully guided and empowered dozens of up-and-coming CFOs on their path, and it is what he loves most about his work.
Sarah Dickens Spoja
Chief Financial Officer at Tipalti
Sarah joined Tipalti from KKR Capstone, where she worked with portfolio companies in the Financial Services and Retail Sectors, including First Data Corporation and Academy Sports + Outdoors. During her four years at First Data Corporation, Sarah was pivotal in the acquisition of Clover Network Inc. Before joining KKR, Sarah worked at Bain & Company in Boston and Sydney. She holds a B.A. from Williams College in both Mathematics and Economics and an M.B.A. from Stanford University Graduate School of Business.
Laurie Hatten-Boyd
Laurie Hatten-Boyd is a principal in KPMG’s Information Reporting & Withholding Tax (IRW) Services practice. In this role, she advises financial institutions and other witholding agents on their tax withholding and information reporting requirements for payments made to U.S. and non-U.S. account holders and counterparties. Laurie is a frequent speaker on foreign withholding issues and has authored articles in The Tax Lawyer and The International Tax Review. Laurie holds a JD degree from Gonzaga University and LLM from Georgetown University Law Center.
Veronica Lah
Partner at Manatt, Phelps & Phillips, LLP
Veronica is a partner at Manatt, Phelps, & Phillips, LLP. She represents companies and investors in all-stage capital financing and acquisitions. She represents buyers, sellers, issuers, and investors in business combinations and buyout transactions in digital finances. Before joining the firm, Veronica was an associate at an international law firm in its New York office, where she focused on mergers and acquisitions, private equity, capital markets, and general corporate governance
Mohammad Hasham
Director, Technical Accounting, IPO, Services, SPACs at BDO USA, LLP
Mohammad is a Director at BDO’s Accounting & Reporting Advisory Services group. He has 12+ years of financial reporting and technical accounting experience, including extensive experience for audits of both publicly traded and privately-held companies. His background includes assistance with IPO, SPAC Transactions, SEC filings, financial reporting, audit support, ERP conversions, accounting for business combinations, and M&A transactions.
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