An initial public offering (IPO) is more than a financial event. It’s a strategic transformation. Join us for our webcast, Navigate IPO Compliance, Strategy, and Shareholder Value, in which we’ll break down the critical components of IPO readiness.

Key topics include: 

• Building the right IPO team and governance structure
• Reporting, valuation, and insider trading compliance
• Strengthening internal controls and investor communications
• Planning for due diligence, legal, and tax considerations     

This webcast will provide actionable insights to those beginning to explore an IPO as well as those deep in the process.

Findley Gillespie, CPA, Principal, Moss Adams

Findley has over 25 years of internal audit and public accounting experience. He’s the consulting group leader over our technology, communications, and life sciences practices. He also coleads our risk advisory and compliance group as overseer of technical accounting and initial public offering (IPO) readiness, IT and System and Organization Controls (SOC) audits, cybersecurity, and Sarbanes-Oxley (SOX) and internal audit groups.

Findley specializes in technical accounting and IPO readiness, enterprise risk assessments and internal audit, all phases of SOX implementation and consulting engagements, digital transformation, and process analysis and reengineering. He has helped many companies mature their operations and successfully transition to the public markets.

Prior to joining Moss Adams, Findley worked in the assurance department of a Big Four firm.

Erin Clayville, CPA, Principal, Moss Adams

Erin has been providing management consulting and internal audit services to public and private companies with multinational and multistate operations since 2010. She specializes in internal audit and SOX consulting, IPO readiness, and business process reengineering. Her experience includes conducting risk assessments, operational audits, process analysis and reengineering, implementing, and managing SOX programs, segregation of duties analysis, and IT controls review.

Erin is an active member of the firm’s Technology, Communications, and Life Sciences industry group. She also leads a Chief Audit Executive roundtable for the local chapter of the Institute of Internal Auditors (IIA). Prior to joining Baker Tilly, Erin worked with the assurance group at a Big Four firm, in internal audit at Group Health Cooperative, and as a controller for a real estate management company.

Anthony Casey, Principal, Baker Tilly

Anthony Casey is a principal with Baker Tilly’s risk advisory practice.

Anthony has a strong background in leading and transforming risk and internal audit functions as well as managing complex engagements and key business initiatives. He has significant experience with both public and private companies. Anthony has deep technical experience in internal controls/SOX compliance, internal audit and enterprise risk management. With his extensive regional network, deep business and technical knowledge and reputation for hands-on leadership and integrity, Anthony focuses on building Baker Tilly’s risk practice in New York City and partnering across the firm to accelerate overall growth and continue to create an exceptional experience for our people.