Course Description

Participants will explore the critical cultural shifts, internal controls, and processes required to meet the rigorous demands of going public. The course covers the role of technology, including ERP systems and IT general controls, in supporting financial accuracy and compliance with Sarbanes-Oxley (SOX) requirements. Additionally, participants will learn best practices for selecting and collaborating with auditors, consultants, and other external advisors. The course also addresses specific reporting requirements, such as segment reporting and MD&A, that are essential for public companies. Designed for CFOs, controllers, and finance professionals, this course equips participants with the knowledge and strategies needed to navigate the complex and rewarding journey to becoming a publicly traded company.
Screengrab from course video

This course fulfills CPE objectives.

After this course, learners should be able to:

  • Identify the key cultural and organizational changes necessary for preparing a company for an Initial Public Offering (IPO).

  • Explain the importance of establishing robust internal controls and processes in compliance with Sarbanes-Oxley (SOX) requirements for IPO readiness.

  • Discuss the role of technology, including ERP systems and IT General Controls, in supporting the IPO process and ensuring financial accuracy.

  • Analyze the challenges and best practices in selecting and working with auditors, consultants, and external advisors during the IPO preparation process.

  • Evaluate the specific reporting requirements, such as segment reporting and Management Discussion and Analysis (MD&A), that are crucial for public companies.

Course curriculum

    1. EDAS 2024 Session Replay

    2. CPE Review Questions

    1. CPE Qualified Assessment - Pass this assessment to earn CPE!

About this course

  • 3 lessons
  • 0.5 CPE Credits (Business Management & Organization)
  • No prerequisites

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Other CPE Info

  • Program Level

    Basic

  • Preparation

    A basic understanding of digital assets

  • Delivery

    QAS Self Study

BitAlpha, Inc. (Sponsor ID #148962) 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:www.nasbaregistry.org.