Webinar

IPO readiness: Strategies for fintech

March 12, 2025
Event details
Date and time

Wednesday, March 12, 2025

2 p.m. ET | 1 p.m. CT

Intended audience

Fintech and financial service company leaders and executives considering an initial public offering (IPO), including chief executive officers, chief financial officers, finance teams and risk management professionals

Duration

60 minutes

CPD Credit

One CPD credit will be issued to eligible participants

Fee

Complimentary

Event overview

For fintech and financial service companies, embarking on the journey to go public requires thorough preparation. This webcast will provide an overview of the initial public offering (IPO) process, critical steps to ensure your financial reporting, internal controls and compliance processes are IPO-ready, and pitfalls that can derail an IPO and/or result in poor performance post-IPO.

Our industry leaders will share insights on aligning with regulatory requirements, navigating common challenges and positioning your organization for a smooth and successful IPO process. Additionally, we'll explore the importance of legal structuring and regulatory compliance when considering the IPO process.


Presenters

Jason Pizza  |  Consulting Partner  |  RSM US

Josh Samek  |  Partner  |  Sidley Austin

Learning objectives

After attending this webinar, participants will be able to:
  • Understand critical elements which should be considered in the IPO process.
  • Identify key steps to achieve audit and IPO readiness.
  • Apply strategies to align financial reporting and compliance with regulatory requirements.
  • Explore the role of legal structure and compliance to publicly traded companies.

CPD credits

CPE credit available
RSM US LLP is pleased to offer 1.0 CPD credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPD and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Finance | CPD: 1.0 credits

Event details
Date and time

Wednesday, March 12, 2025

2 p.m. ET | 1 p.m. CT

Intended audience

Fintech and financial service company leaders and executives considering an initial public offering (IPO), including chief executive officers, chief financial officers, finance teams and risk management professionals

Duration

60 minutes

CPD Credit

One CPD credit will be issued to eligible participants

Fee

Complimentary

Register