IPO Journey Workbook: Your Map to Success

July 16, 2018 Shareworks Marketing

Plan your trek to the summit

The IPO team is comprised of diverse contributors from across your organization — from the Board of Directors to Finance and HR — and each has a unique set of responsibilities. Check out our IPO Journey Workbook for a complete work-back schedule for each role in the trek to the summit, and how everyone needs to work together toward the common goal.

You’ll gain access to critical information, such as:

  • Who should negotiate the underwriting agreement
  • What your Section 16 reporting persons need to know and who is responsible for informing them
  • When Legal should establish Section 404 SOX audit control processes and procedures and who they need to work with
  • Where and why you need to post critical information for employees and the public

Explore the workbook


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