Webinar Details
Course Description

The IPO process is long and complex, so building a solid foundation with the right software platforms backed by experts is essential to IPO success. As a result, private companies are implementing business management (ERP) and financial reporting software well in advance of their potential Initial Public Offering (IPO). Join this webinar, featuring experts from DFIN ActiveDisclosure and NetSuite, as we reveal why this is happening and how you can lay the groundwork for a successful IPO when the next window reopens.

Learning Objectives
  • Identify why companies should invest now to prepare for a potential IPO.
  • Recognize how to achieve readiness for the reopening of the next IPO window.
  • Discover strategic considerations to drive success throughout the IPO process.
  • Identify best practices for aligning ERP and financial reporting roadmaps.
  • Recognize the value and benefits of expert-backed IPO solutions.
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals, and those working on a potential IPO. 

Advanced Preparation

None

Presenter Details
  • Meaghan Miller
    • VP, Global Capital Markets at DFIN

    Meaghan Miller leads the DFIN Global Capital Markets sales teams in the Northeast region.  Meaghan's team partners closely with corporate issuers and advisory firms on a wide range of Capital Markets transactions, providing innovative software and technology-enabled regulatory and compliance solutions.

    Meaghan joined EDGAR Online, a Donnelley Financial Solutions (DFIN) company, in 2011 and has since held positions in capital markets sales, as well as managing the legal and private equity verticals at DFIN.  Prior to joining DFIN, Meaghan held senior pharmaceutical sales and marketing roles at GlaxoSmithKline and Pfizer.

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
Wednesday, March 26, 2025

2:00 PM EDT (see additional timezones)

CPE
  • 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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