Heading towards an IPO and worried about SOX compliance? Already subject to SOX and want to make your audit process easier? On June 24th, 2pm EDT / 11am PDT, we’re sitting down with four NetSuite professionals who’ve found ways to automate the hardest parts of SOX compliance and audit prep.

NetSuite is the ERP of choice for growing companies, and it’s no surprise that so many organizations going through the IPO process struggle to get their systems in order for SOX compliance. The good news is that many NetSuite teams have been through it before. Our panel includes finance, IT and systems leadership at recent IPOs who are eager to share what they’ve learned.

We will kick things off with an overview and best practices from Spencer Roundy from the Cadence Group. Then, in what is sure to be a wide-ranging discussion, we’ll cover:

• When and how they got started
• Who owned responsibility for what
• What tools helped them through the process
• What were the biggest challenges
• What was most surprising about the process
• What they’d do differently if they could

Space is limited, so be sure to register to secure your spot today.

Meet Your Speakers

Dave Witty

VP of Financial Systems, SiteCore

Dave Witty is an expert FinTech leader with years of experience helping companies prepare for their business systems for an IPO. Most recently, Witty successfully led his team at ZoomInfo through the biggest tech public offering in ten years. He specializes in helping high-growth SaaS organizations running NetSuite build scalable, automated SOX-compliant FinTech systems and tools. 

Spencer Roundy

Director, The Cadence Group

Spencer Roundy has over 17 years of experience providing IT SOX compliance assessments and SOC reporting attestations as an IT risk assurance (SOX compliance) consultant. He holds certifications in Risk Information Systems Control and as an Information Systems Auditor through ISACA. Throughout his career, Spencer has led hundreds of IT/SOX-focused risk assessments of internal controls, in industries such as financial services, technology and healthcare.

Christy Schwartz

Chief Accounting Officer, Opendoor Technologies Inc.

Christy Schwartz joined Opendoor in 2016 and led the company’s accounting department through its SPAC IPO in Dec. 2020. Prior to that, she held various senior positions at Yodlee, where she led the company through its IPO, first year as a public company, and acquisition by Envestnet. She brings extensive experience in technical accounting issues related to NetSuite and SOX. 

Amy Carlson

Director of Customer Success, Strongpoint

Amy Carlson is the Director of Customer Success at Strongpoint where her number one priority is delighting customers. Prior to coming to Strongpoint, she led business system teams and projects for over 15 years, driving system and process efficiencies, multiple acquisitions and audit strategies for both public and private entities. Most recently, she was the Director of Business Systems at a mid-sized manufacturing organization, where she built her audit strategies on the NetSuite platform around Strongpoint.