Public Company Readiness Conference CPE-Accredited Replay

Agenda

Tuesday, December 2

11:00 am – 12:00 pm Eastern

Session 1: Assessing IPO Readiness
Presented by PwC
1 CPE Credit | Field of Study - Accounting
Discover how companies can assess their true preparedness for both going public and being public in today’s evolving capital markets environment. This session will explore how to evaluate organizational, operational, legal and financial readiness against public company standards. Learn how to identify and close key gaps in people, process, and systems, and examine the impact of macroeconomic trends, regulatory expectations, and market conditions on IPO planning. Attendees will gain insights into the practical steps and external signals that shape IPO decision-making.

Presenters:
Samantha Zytko | Deals Partner | PwC
Erik Samuels | Deals Director | PwC
Roshni Cariello | Capital Markets Partner | Davis Polk & Wardwell LP

12:00 pm – 1:00 pm Eastern

Session 2: Navigate the Critical Steps of Executing an IPO in Today’s Complex Regulatory and Market Environment
Presented by PwC
1 CPE credit | Field of Study – Accounting
This session will explore the end-to-end process—from choosing the right transaction pathway (traditional IPO, direct listing, or SPAC) to preparing and filing the SEC registration statement, coordinating with legal counsel, auditors, and underwriters, and managing the SEC comment letter process. Gain a practical understanding of how to structure drafting timelines, anticipate areas of regulatory scrutiny, and align parallel workstreams—from financial reporting to stakeholder engagement—to keep the process on track.

Led by a panel of experienced professionals, including a recent IPO company, SEC legal counsel, and PwC’s capital markets team, the discussion will highlight common execution challenges, share real-world lessons learned, and offer strategies for managing the intense pace of filing and review.

1:00 pm – 1:15 pm Eastern

Break

1:15 pm – 2:15 pm Eastern

Session 3: Crafting the Equity Story and Engaging Stakeholders
Presented by PwC
1 CPE credit | Field of Study – Accounting
Join us for an insightful session on how to craft and communicate a compelling equity story that resonates with investors, analysts, and internal stakeholders. Led by a panel of seasoned professionals with extensive experience in investor relations, IPO execution, and bookrunning, this discussion will provide practical strategies for aligning your company’s narrative with investor expectations and broader market dynamics. Attendees will gain valuable insights into structuring effective roadshows, preparing for and engaging with analysts, unifying internal messaging across leadership teams to support IPO execution, and meeting the key expectations for investor relations in the post-IPO environment.

2:15 pm – 2:30 pm Eastern

Break

2:30 pm – 3:30 pm Eastern

Session 4: Public Company-Ready from the Inside Out: Aligning Infrastructure, Systems, Financials and People
Presented by PwC
1 CPE credit | Field of Study – Accounting
Unpack the foundational elements of financial and operational infrastructure needed to support a successful launch as a public company. In this hands-on session, technical specialists will dive into Reg S-X and PCAOB compliance considerations, approaches for compiling historical financial information, and the technology upgrades required for scalable public company reporting. We’ll also tackle internal controls—yes, more than just a box-checking exercise, they’re one of the unsung heroes of sustainable operations and maintaining investor confidence. Experts will share insights on structuring IPO project teams, assigning ownership across functions, and managing cross-departmental readiness. Attendees will walk away with practical tools, checklists, and lessons learned to accelerate their IPO preparation journey.

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