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Home Resources Webinars Anticipating pre-IPO challenges within finance & accounting
WEBINAR

Anticipating Pre-IPO Challenges Within Finance & Accounting

Join pre-IPO specialists from Embark and Workiva to discuss some of the most common Finance & Accounting issues during an IPO process.

 

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Learning objectives:

Establishing the right team and personnel for an IPO

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Staying on top of constantly evolving SEC requirements

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A more collaborative, effective alternative to the traditional “printer process”

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Carving out the necessary time and resources for post-IPO life and responsibilities

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EGC (emerging growth company) insights and best practices

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Join pre-IPO specialists Jana Gregory and Jason Larkin from Embark as well as Josh Gertsch from Workiva to discuss some of the most common Finance & Accounting issues during an IPO process.

We’ll detail how the right combination of experience, process, and technology can make the difference between a streamlined, successful pre-IPO journey and one mired in inefficiencies and confusion.

 

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Lessons learned from pre-IPO specialists

Jason Larkin

Jason Larkin

Jason started his career in Deloitte’s audit practice, later moving to EY where he spent over five of his 14 years with the firm as FAAS Senior Manager.

As Embark’s Dallas Market President, Jason leads our DFW-area consultants while also routinely meeting with executives to better understand how to solve their unique challenges.

Jana Gregory

Jana Gregory

Jana began her career in PwC's Assurance practice, specifically the Banking & Capital Markets group based in New York, performing audits of registered broker-dealers and employee benefit plans

Thereafter, she spent 3 and a half years in PwC's Capital Markets and Accounting Advisory Services group, assisting clients in various industries through transactions, such as IPOs and divestitures, and other complex technical accounting matters under both US GAAP and IFRS

Josh Gertsch

Josh Gertsch

Josh is a Senior Industry Principal at Workiva. Previously, Josh served as a Director of Finance and Controller for Backcountry, a private equity owned, online retailer of outdoor products, and as a Senior Manager for KPMG, a multinational professional services leader.

His experience includes multiple initial and secondary offerings, business combinations and mergers, financial statement audits, SOX audits and implementation, management reporting, income and sales taxes, treasury, insurance, and systems integrations.

Meet your hosts

Participants will earn 1 CPE credit.

Embark is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.


Record retention policy

Embark will maintain participant information in its CPE database for a period of five (5) years.


Program cancellation policy

Embark may at its discretion cancel a course program, delay a course program offering, or replace a previously announced course program with a course program of similar content. For external participants, Embark will make every effort to provide sufficient notification of a change of title or cancellation via e-mail to registered participants or via other marketing communications.  Embark reserves the right to substitute speakers in the case of instructor illness or other unforeseen circumstances. Due to this program being offered free of charge, there will be no refunds issued.

Field of study:
Accounting
Prerequisites:
None
Program level:
Basic
Delivery method:
Group internet-based
Number of CPE credits:
10

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