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Free cpe webinars
The Building Blocks of a Successful IPO


Prior to the course start, login instructions will be provided via email from the event sponsor, Tipalti.

THIS COURSE WILL RUN FROM 11:15 AM TO 12:15 PM Pacific Time
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Management Services
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Going public is a significant milestone for any business. A listing on the public markets may be your ultimate goal as an entrepreneur, or it could simply be a stepping stone for your business’s larger mission. When preparing to go public, companies must be ready to field increasing demands from their investors while ensuring their business meets structural, regulatory, and compliance requirements.

Learning Objectives: 

  • Determine your company’s positioning in the market and define a strong equity story

  • Construct back-office processes to determine your finance department is audit-ready

  • Define and manage investor relations


Jack McCullough

The CFO Leadership Council
Founder & President

(617) 678-0957


Jack is the founder of the CFO Leadership Council, a global organization whose mission is to Empower CFOs and other financial leaders through cutting-edge professional development programs and unparalleled peer networking.

He recently published his first book, Secrets of Rockstar CFOs. The book is based upon conversations with more than 40 of the world's best CFOs, from Fortune 50 multinationals to Silicon Valley startups. Jack is currently a contributor to the Forbes CFO Network, where he shares his insights on issues facing chief financial officers and their teams.

Jack is also a founder of the MIT Sloan CFO Summit, which has been recognized as the most influential conference for chief financial officers in the world. He has spoken at many prestigious venues and developed a course teaching Harvard Business School and MIT Sloan MBA candidates on raising venture capital. He is frequently contacted by the media for his insights into business and strategic issues, and has been quoted by several prestigious publications including the Wall Street Journal, CFO Magazine, and has also been interviewed by Bloomberg, CNBC, CNN, and Fox Business Network.


Sarah Spoja

CFO & Managing Partner

(650) 530-1870

Tipalti color

Sarah is an experienced director with a demonstrated history of working in Fintech and Retail industries. Over the years she has become skilled in financial modeling, operations, pricing strategy, management, mergers & acquisitions, corporate development, and payments. Sarah is a strong professional with an MBA from Stanford University Graduate School of Business.


Adam Bain

01 Advisors
Co-Founder & Managing Partner


Adam is the former Chief Operating Officer of Twitter, where he oversaw all the business areas of the company. He's currently the managing partner at venture and advisory firm 01 Advisors, which he co-founded.


Jim Loughmiller

CBIZ ARC Consulting, LLC
Senior Managing Director
(415) 948-4195


Co-founder of a professional services consulting firm that specializes in helping private and public companies in their accounting, reporting, and compliance needs. The following industries served include: High-tech (both hardware and software, including internet-based), Services, Life Sciences, Retail, and Energy.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Tipalti color
Tipalti is an accounting software financial technology business that provides consolidated accounts payable and remittance automation services for businesses needing to pay their global suppliers. Tipalti is headquartered in San Mateo, CA with offices in Vancouver, Canada and R&D in Glil-Yam, Israel.