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IPO Readiness 1

IPO Readiness for Fast-Growing Global Companies

Recorded sessions now available on-demand.

ACCESS SESSIONS

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

IPO Readiness 2

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.

IPO Readiness 3

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.

IPO Readiness 4

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.

IPO Readiness 5

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.

IPO Readiness 6

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.

IPO Readiness 7

Laurie Hatten-Boyd

Principal, Information Reporting & Withholding Tax at KPMG LLP

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.

IPO Readiness 8

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

IPO Readiness 9

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.

WATCH ON-DEMAND

Session 1: Fireside chat with LucidWorks

DATE/TIME:June 2nd, 11:00 AM PST/2:00 PM ET

SPEAKER:Andrew Jenks
Senior Accounting Manager at LucidWorks

Session 2: Best Practices in Accounts Payable Tax Compliance with KPMG

DATE/TIME:June 9th, 11:00 AM PST/2:00 PM ET

SPEAKER:Laurie Hatten-Boyd
Principal at KPMG, LLC
*CPE credit applies to eligible live attendees only

Session 3: Taking the First Step in the IPO Journey: What is IPO Readiness?

DATE/TIME:June 16th, 11:00 AM PST/2:00 PM ET

SPEAKER: Veronica Lah
Partner at Manatt, Phelps & Phillips, LLP
Mohammad Hasham
Director, Technical Accounting, IPO, Services, SPACs at BDO USA, LLP
*Session sponsored by Kranz Associates

Session 4: Building Blocks of a Successful IPO

DATE/TIME:June 23rd, 11:00 AM PST/2:00 PM ET

SPEAKER: Adam Bain
Co-Founder at Managing Partner at 01 Advisors
Jim Loughmiller
Senior Managing Director at CBiz
Jack McCullough
President at The CFO Leadership Council
Sarah Spoja
CFO at Tipalti
*Eligible attendees will receive 1 CPE credit

Tipalti

Excited to have you.

See you soon!

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