Webinar Details
Course Description

The time for IPO readiness is now. Take advantage of a slower market to prepare for what’s coming ahead. In this webinar, we will cover hot topics related to auditing, compliance, reporting, third-party risk management, and other considerations to get your company IPO-ready. We will also cover SEC Climate Reporting and why you need to act quickly.  

Learning Objectives
  • Identify key topics that are relevant to your company becoming ready for an IPO
  • Explore important third-party risk considerations and requirements
  • Discover hot trends in IPO readiness and what NetSuite customers are doing
  • Explore SEC Climate Reporting and learn where to start and why
  • None
Who Should Attend

CPAs and accounting/finance professionals contemplating IPO readiness.

Advanced Preparation


Presenter Details
  • Lisa Robinson
    • Speaker, NetSuite CPA and Senior Principal Compliance Manager

    Lisa is a CPA and a Senior Principal Compliance Manager at NetSuite. Lisa is responsible for enabling customers to navigate audit, risk and compliance challenges. She has more than 25 years of executive financial leadership, from start-ups to Fortune 100 companies. Prior to joining NetSuite she was a CFO of a company where she led the implementation of NetSuite.

  • Jason Pikoos
    • Connor Group Partner, Financial Operations

    Jason Pikoos is a partner at Connor Group and leads the Financial Operations practice. Jason brings 20 years of accounting and operational experience working with high-growth and technology companies. Jason has helped and guided over 40 companies in preparation to go public, planning and managing their IPO plan and improving operations and controls shortly after the IPO. Jason is an expert in helping clients drive business transformation through improved processes, systems, controls, and organizational changes. Jason focuses on high-growth and technology companies where he works across all finance, accounting, and technology functions, helping clients define their business strategy/goals and aligning resources and stakeholders to achieve... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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: NASBAregistry.org.
Date & Time
Tuesday, February 28, 2023

3:00 PM EST (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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