ACG NJ CFO Forum | December 3, 2025

Top Ten “Dos” (Not Don’ts) In Readying for an Initial Public Offering of a Private Company

Featuring Zach Noling, CFO, Capovision

General Description: Zach will conduct an interactive, Q&A focused dialogue centered on ten top “Do This!” items that relate to the arduous but rewarding process of transforming a private company to be ready for life as a public company.  These items will touch upon governance, strategy, operational accounting & finance, technical accounting, equity and equity plans, insurance, financial reporting, and other themes.  Each item will involve a real world “vignette” or hard-won experience and invite comment/questions, meant to be truly interactive with peers.  These themes and items also bear strong relevance to readiness for transactions in other domains (such as for M&A).

Learning Objectives: Illustration of best practices in multiple functional areas of a business or topical domains that relate to successful readiness for and execution of an initial public offering. 

Learning Outcomes: Identification of topical, practical best practice tips and suggestions from hard won experience that others can use if they are going through, likely to go through, or interested in the complex but rewarding process of readying a private enterprise for the public markets.

Zach Noling, in his latest growth spurt consistent with his personal ethos of reinvent, evolve, and repeat (always in beta mode), is the CFO of K2X Capital, a California Bay Area-based “ETF of startups”.  He recently joined the C-Suite at K2X where he is a prior LP investor and startup/due diligence advisor.  K2X Capital is a seed and early stage venture capital fund invested in about 100 high-innovation, high-growth startups in life sciences and technology across the US and other nations.  Investment management is an exciting new IPO readiness space for Zach, who previously spearheaded IPO readiness for a high-growth medical devices company which listed on the NASDAQ in July 2025.  Zach has five dimensions of experience as a C-Suite executive (CFO+; investment management and life sciences), entrepreneur/owner/operator (co-founder of three active businesses – hi-tech life sciences focused additive manufacturing (3D printing), craft spirits distillery, and commercial real estate), director/Board member, startup investor, and equity partner (having an early career foundation with PwC, where he made partner overseas in Asia).  Zach has lived and worked in the Philadelphia area, New Jersey, California Bay Area, and spent approximately 1/6^th of his life living and working on capital markets transactions and major Chinese IPOs on U.S. markets while stationed in Shanghai, PRC.  Outside of working too much, Zach is a drummer and bassist, loves rock and roll, and hones his risk management practices through engaging in air sports (skydiving and paragliding).  Zach and his wife reside in Princeton, NJ.

The CFO Forum is kindly supported by our sponsors: Aon, Chase, EisnerAmper and Gibbons P.C.

Thank you to our CEO Forum Co-Hosts:
Mike Corridon, President, ACG New Jersey, CFO, United Window & Door Manufacturing, Inc.
J. Michael Fischer, Jr., Managing Director, DBD Partners
Blake Goodman, Senior Managing Director, JLL
Darek Hahn, President & CEO of AffinIT LLC
Mark Kuehn, Founding Chairman, ACG NJ

_{CLE Delivery Method: Group Live (in-person) Level: Basic; Advance Preparation: None; Prerequisites: None | If you have any difficulties with CLE registration, please contact events@eisneramper.com.}

_{Eisner Advisory Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Eisner Advisory Group LLC National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board. Eisner Advisory Group LLC is a registered sponsor in Texas (No. 010023). There is no fee to attend this course. For more information regarding administrative policies such as cancellations and complaints, please contact EisnerAmperU@eisneramper.com.}