Incoming Statements
"Incoming Statements" is your guide to mastering modern accounting challenges. Whether it’s perfecting your month-end close, preparing for audits, or harnessing AI for better financial decisions, this podcast gives you the tools to streamline your processes, elevate your role, and deliver insights that matter.
Incoming Statements
From Close to Compliance: Building for Public Life
Going public is a milestone—but getting there takes serious groundwork. On this episode of Incoming Statements, host Anthony Alvernaz sits down with Joanna “Jo” Lynch and Jordan Teitelbaum from Connor Group to unpack what IPO readiness really looks like behind the scenes.
They break down the key elements every company needs to get right: accurate historicals, scalable close processes, and thoughtful system design. The trio also dives into the realities of scaling finance operations under pressure, where automation and strong controls aren’t optional—they’re expected.
Jo and Jordan share what separates companies that thrive post-IPO from those that stall out. From the importance of early planning to the value of audit relationships and risk-based thinking, this conversation gets into the tactical and the strategic. If your team is even thinking about an IPO, this one’s worth a listen.