Is your company ready to go public? This webinar focuses on the critical period leading up to an IPO filing where timing, accuracy, and coordination are everything. This session will explore how to proactively navigate common last-minute challenges, from financial statement changes to SEC comments and evolving disclosures. Panelists will share real-world insights on aligning teams, managing late-breaking issues, and establishing their control environment to drive a smooth and successful filing.

Learning Objectives

After completing this course, you will be able to:

  • Understand what “filing week” really entails, including key milestones, stakeholders, and pressure points.
  • Identify the most common last-minute risks and surprises, like financial reporting, disclosures, audit sign-offs, and internal coordination.
  • Recognize early warning signs of filing readiness gaps, including indicators that timelines, data quality, or processes may not hold up under filing-week pressure.
  • Learn how to manage cross-functional execution across accounting, legal, bankers, auditors, and leadership to avoid bottlenecks and misalignment under tight deadlines.
  • Hear practical insights and “what we wish we knew” takeaways from experienced practitioners and panelists who have been through the IPO process.

CPE CREDITS
Program Description IPO Filing Week: Managing the Final Mile Under Pressure

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives

After completing this course, you will be able to:

  • Understand what “filing week” really entails, including key milestones, stakeholders, and pressure points.
  • Identify the most common last-minute risks and surprises, like financial reporting, disclosures, audit sign-offs, and internal coordination.
  • Recognize early warning signs of filing readiness gaps, including indicators that timelines, data quality, or processes may not hold up under filing-week pressure.
  • Learn how to manage cross-functional execution across accounting, legal, bankers, auditors, and leadership to avoid bottlenecks and misalignment under tight deadlines.
  • Hear practical insights and “what we wish we knew” takeaways from experienced practitioners and panelists who have been through the IPO process.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1.2 Credits
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. 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.