Webinar

Technology that scales with strategy: Building an exit-ready organization

September 29, 2026
Event details
Date and time

Tuesday, September 29, 2026

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

Intended audience

Chief financial officers considering an IPO or strategic sale; private equity-backed portfolio company CFOs/finance leaders; PE operating partners / portfolio technology leads; PE deal partners; SEC counsel / law firms

Duration

60 minutes

CPD Credit

One CPD credit will be issued to eligible participants

Fee

Complimentary

Event overview

As companies prepare for a potential initial public offering, a strategic sale or continued private-company growth, technology decisions can either strengthen readiness or create avoidable complexity. Finance and operating leaders need systems, data and processes that can support faster reporting, better visibility and greater confidence as stakeholder expectations increase.

Join RSM for this live webinar as we explore how organizations can take a more strategic, technology-agnostic approach to building an exit-ready operating model.

During the session, we will discuss practical ways to reduce friction, improve scalability and make smarter sequencing decisions before transaction or public-company pressures intensify.


Presenters

Learning objectives

After attending this session, participants will be able to:

  • Identify the core technology and functional capabilities required to operate as a public company ahead of a potential IPO.
  • Understand how to balance technology automation opportunities and talent to more effectively support growth, reporting demands and exit readiness.
  • Explain how the same readiness roadmap supports dual-track outcomes, including remaining private while scaling and executing acquisitions/dispositions.

CPD credits

CPD 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 3 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 CPD Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPD credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPD Sponsors through its website: www.nasbaregistry.org.

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

Event details
Date and time

Tuesday, September 29, 2026

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

Intended audience

Chief financial officers considering an IPO or strategic sale; private equity-backed portfolio company CFOs/finance leaders; PE operating partners / portfolio technology leads; PE deal partners; SEC counsel / law firms

Duration

60 minutes

CPD Credit

One CPD credit will be issued to eligible participants

Fee

Complimentary

Register