Webinar

IPO readiness: Strategies for fintech

March 12, 2025
Event details
Date and time

Recorded, watch on-demand anytime

Intended audience

Fintech and financial service company leaders and executives considering an initial public offering (IPO), including chief executive officers, chief financial officers, finance teams and risk management professionals

Duration

60 minutes

Event overview

For fintech and financial service companies, embarking on the journey to go public requires thorough preparation. This webinar provides an overview of the initial public offering (IPO) process, critical steps to ensure your financial reporting, internal controls and compliance processes are IPO-ready, and pitfalls that can derail an IPO and/or result in poor performance post-IPO.

Our industry leaders shared insights on aligning with regulatory requirements, navigating common challenges and positioning your organization for a smooth and successful IPO process. Additionally, we explored the importance of legal structuring and regulatory compliance when considering the IPO process.


Presenters
  • Peter Brady
    Peter Brady
    Financial Services Leader
    RSM US

    Peter Brady is national consulting principal and national financial services leader for RSM US LLP.

    Peter Brady
    Peter Brady
    Financial Services Leader
    RSM US

    Peter Brady is national consulting principal and national financial services leader for RSM US LLP.

  • Zachary Carroll
    Financial Institutions Audit Leader
    RSM US LLP
    Zachary Carroll
    Financial Institutions Audit Leader
    RSM US LLP
  • Kevin Depew
    Kevin Depew
    Deputy Chief Economist
    RSM US

    Kevin Depew is deputy chief economist and Industry Eminence Program leader for RSM US LLP. He is committed to identifying conditions and trends in the U.S. and global economies to help RSM’s clients prosper in an age of rapid transformation.

    Kevin Depew
    Kevin Depew
    Deputy Chief Economist
    RSM US

    Kevin Depew is deputy chief economist and Industry Eminence Program leader for RSM US LLP. He is committed to identifying conditions and trends in the U.S. and global economies to help RSM’s clients prosper in an age of rapid transformation.

Jason Pizza  |  Consulting Partner  |  RSM US

Josh Samek  |  Partner  |  Sidley Austin

Event details
Date and time

Recorded, watch on-demand anytime

Intended audience

Fintech and financial service company leaders and executives considering an initial public offering (IPO), including chief executive officers, chief financial officers, finance teams and risk management professionals

Duration

60 minutes

Related solutions to explore

Guide
IPO Readiness Checklist
Preparing for an IPO involves extensive planning and transformation across your organization. Learn the critical steps and areas to focus on to ensure your business is ready for the public markets, from developing a compelling equity story to ensuring robust financial reporting and compliance.
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RSM Service
IPO readiness services
RSM’s capital markets services team can advise you strategically on executing your IPO, SPAC transaction, debt offering or direct listing.
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Industry
Financial services
We specialize in financial services consulting, audit and tax services. Rely on our deep industry insight for your regulatory and competitive challenges.
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