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


A man in a shirt with a yellow circle.

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.

A man in glasses smiling in front of a yellow circle, displaying IPO readiness.

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.

A smiling man in a suit and tie, showcasing IPO readiness.

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.

A man preparing for IPO, bald and wearing glasses, sports a blue jacket.

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.

A woman in a black shirt with a yellow background showcases IPO readiness.

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.

A woman in a black jacket and a yellow circle preparing for IPO readiness.

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.

An IPO-ready asian woman smiling with a yellow background.

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

An image of a man with a yellow background.

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.



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


Andrew Jenks, Senior Accounting Manager at LucidWorks


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


Laurie Hatten-Boyd, Principal at KPMG, LLC

*CPE credit applies to eligible live attendees only


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


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


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


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

Stay Engaged on Social


By clicking “sign me up”, you acknowledge that you have read Tipalti’s Privacy Policy, agree to its terms, and consent to allow Tipalti to use your information consistent with the Privacy Policy.

You agree that the information submitted will be shared with the sponsors (“Sponsors”) of the Scaling to IPO & Beyond virtual series. To opt out, please email opt-out@tipalti.com with the subject line “Do not sell my personal information” and we will comply as soon as possible.

Please note the Scaling to IPO & Beyond Virtual Series is hosted by Tipalti and sponsored by Sponsors. Both companies will process your personal information, and each party will be responsible for managing their own use of your personal information.