Webinar Details
Course Description
As competition intensifies, private companies are increasingly adopting best practices like enhanced governance, transparency, and technology investments to attract investors and drive growth. This webinar by DFIN & Oracle NetSuite explores the strategic benefits of this shift, including streamlined financial reporting, improved compliance, risk management, and competitive positioning. Learn how tools like DFIN ActiveDisclosure and NetSuite ERP are empowering private firms to streamline operations and prepare for long-term success.
Learning Objectives
- Identify strategic reasons & core benefits driving private companies to adopt best practices
- Discover insights into how private firms are preparing for future growth opportunities, including IPOs and M&A activity
- Recognize how to align ERP and financial reporting to streamline operations and achieve regulatory readiness
Prerequisites
- None
Who Should Attend
CFOs, controllers, accounting/finance leaders.
Advanced Preparation
None
Presenter Details
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Gary Meisner
- Principal Value Consultant - NetSuite
Gary Meisner is a MBA/CPA with 25+ years in operating CFO/CIO roles in public and PE-backed companies. He's led many technology initiatives, and has been in NetSuite's ecosystem since 2008 as a customer and independent consultant. Now on NetSuite's Value Management team, he guides customers to optimize the strategic and financial value they receive from NetSuite.
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Frank Kelley
- Director and Head of ESG, Global Capital Markets - DFIN
Frank Kelley is a Director and Head of ESG Advisory at Donnelley Financial Solutions (DFIN). He is responsible for providing thought leadership on corporate governance, executive compensation, proxy disclosure & design, shareholder activism, and sustainability. Frank specializes in taking a data-driven approach to ESG, utilizing analytics and framework-modeling to enhance reporting. He has deep expertise as the lead sustainability strategist, consulting and briefing boards and NEOs, creating messaging, and advising clients on dialogue with investors and proxy advisors.
NASBA Sponsor
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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
CPE
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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- 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.
Purchase options
Live Webinar
Scaling Smart: Best Practices for Private Company Growth
Sponsored by NetSuite
- Sep 10, 2025
- 12:00 PM EDT
- Credits: 1.00
FREE
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