Initial Public Offering (IPO) Planning and Execution

In episode 40 of “Inside Dynamics Communities,” Ryan Gonzales, Senior Sales Director of Dynamics Communities and Summit NA, and Pam Misialek, Community Director of Dynamics Communities and Summit NA, host Sam Bush, Senior Partner Marketing Manager, FloQast.

The three discuss how to prepare for, plan, and execute an initial public offering (IPO), and Sam shares some customer stories of how FloQast has helped assist customers with their IPO process.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.


00:53 — Cricut is a retailer of die-cut machines that are popular amongst the crafting and DIY community. Over the last few years, the company has evolved to get to a point of being ready for an IPO. Cricut has been working with FloQast during its entire IPO lifecycle, and Sam notes that FloQast has worked with nearly 150 companies on the entirety of their IPO processes. Post-COVID, there has been an uptick in companies going through their IPO process.

04:08 — Sam explains how Cricut’s accounting team was initially very small, but the company’s products were scaling so quickly that an IPO was the next logical step for growth. As such, FloQast has expanded its IPO offerings by generating specific content, offering specific services, and developing an IPO “readiness” guide.

05:46 — From the financial side of the IPO process, having accurate data is paramount before taking the leap that is the IPO process. With this in mind, FloQast has a network of partners who can support companies in the pre-IPO process.

07:45 — Similarly, as a new generation of accountants is on the rise, Sam notes the importance of giving them the autonomy to learn, while also supplying them with the tools they can trust to get the process done.

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