25 May

Hear from your peers: Considerations for IPO & SOX readiness

Controllership Perspectives

Wednesday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will hear insights from industry guests and considerations for addressing financial reporting, accounting, and auditing in companies before and after going public.

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Key takeaways

Host: Beth Kaplan, managing director, Deloitte & Touche LLP

Presenters: Stefan Ozer, senior manager, Deloitte & Touche LLP

BJ Spence, partner, Deloitte & Touche LLP

Christopher Gullotta, vice president and chief accountant, Kyndryl

Matthew Sarbanis, controller, Semrush Holdings, Inc.

1 Overview CPE credit | Specialized Knowledge

The past year has marked the most IPOs filed in recent history and for companies going through the IPO process, there may be questions and challenges that arise that are best answered with real-world market experience and insights from successful IPO journeys. Join us as we discuss:

  • What to expect after going public and the likely challenges as you navigate public company financial reporting and internal controls requirements
  • What some organizations wish they would have accomplished pre-IPO
  • Lessons learned and leading practices to SOX readiness

Meet the host

Beth F. Kaplan

Beth F. Kaplan

Managing Director | Deloitte &Touche LLP

Beth is the managing director for the Center for ControllershipTM. A Deloitte Risk & Financial Advisory managing director at Deloitte & Touche LLP, she has more than 35 years of experience both as an auditor, CFO/Controller, and as a financial operations consultant. Beth specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery and/or reduce risk. She has served some of the largest global and national organizations as they transform their controllership function due to mergers, accounting changes and/or system transformation. Beth has published several times in the areas of improvement of the financial close and reporting process, role of controllership and designing an effective control design for Sarbanes-Oxley.

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Wednesday, 25 May 2022 02:00 p.m. ET
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