DiscoverProsperity at WorkS04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.
S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.

S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.

Update: 2025-04-09
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In this special episode, we take an in depth look at the period leading up to an Initial Public Offering (IPO) and what CEOs, CFOs and HR people should be considering - and why it’s never too early to get started.

Joe Notaro, Accounting Advisory Partner, Forvis Mazars and John Bagdonas, J.P. Morgan Workplace Solutions explore:

  • The Initial Public Offering (IPO) process
  • Plotting out your financial reporting journey
  • The importance of getting audit ready
  • Preparing your employee equity compensation plan





This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

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S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.

S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.