IPO Readiness for Fast-Growing Global Companies
Online, June 2nd – 23rd
Join the virtual series to hear real-life stories from entrepreneurs, thought leaders and CFOs alike as they share their journey to IPO and Beyond.
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
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.
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.
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
