Inside the IPO: Assess Business Readiness Before Going Public

Start time:
May 24, 2018 10:00 AM PST
1 hour
Tanya Roldan, Moss Adams, 503-478-2175.
Cost to attend:

Preparing for an initial public offering (IPO) is a challenging and stressful process for most companies. Leadership can reduce stressors by understanding and addressing the areas and functions most impacted by IPO preparations.

In this webcast, we disclose the four key areas every organization should address prior to making an initial public offering. We also examine the following:

  • The 17 critical functions affected by the IPO transition
  • Implementation approaches
  • Methodologies for assessing IPO readiness


Findley Gillespie, Partner, Moss Adams

Findley Gillespie. Findley is a partner at Moss Adams and has over 15 years of internal audit implementation and public accounting experience. He specializes in Sarbanes-Oxley (SOX) consulting, internal audits, and controls-based consulting. He has experience managing and directing all phases of internal audit and SOX implementations including risk assessment, documentation, and internal controls testing for a variety of clients.

Steve Fineberg, Director, Moss Adams

Steve has provided internal audit, forensic accounting, IT compliance and management consulting services since 2003. Steve’s substantial internal audit experience leading projects end-to-end across multiple industries in both business operations and information technology means he has advanced skills in automating business processes.

Registration Form


CPE Information

Program Level:
Specialized Knowledge and Application: 1
Delivery Method:
Learning Objectives:
After completing this training, participants will be able to identify the four key areas within every organization that must be addressed prior to making an initial public offering, list the 17 critical functions that are impacted by transitioning to a publicly traded company in the US, and apply an implementation approach that addresses the four key areas and 17 critical functions that need to be prepared for an IPO.
Target Audience:
Audit Committee Members; CEOs and other C-level Executives; Chairpersons; Controllers; Owners
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Tanya Roldan at 503-478-2175 or send her an email.

Moss Adams 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: