Building a finance function for life
as a public compay
Thursday, 19 November 2026 (16:00–19:15 CET) at wineBANK Zurich
Operating as a public company places new demands on finance functions and requires capabilities that can support the business well beyond Day 1.
Join CFGI in Zurich on Thursday, 19 November 2026 (16:00–19:15 CET) at wineBANK Zurich for an evening exploring how finance functions can prepare for the requirements of operating as a public company and build capabilities that continue to deliver value thereafter. We will hear first-hand lessons from a recent issuer, discuss how finance functions need to be structured and resourced to operate effectively as a listed company, and examine the role of data, systems and processes in supporting public company requirements and creating lasting efficiencies.
The programme will also feature a FloQast demo session on streamlining the close process, connecting compliance activities and using AI-enabled workflows, followed by audience Q&A and an Apéro Riche.
Designed for CFOs, finance leaders and professionals involved in public company readiness, the event will provide practical insights into the priorities and capabilities required to operate effectively as a listed company.
Agenda
4:00 p.m. – 4:20 p.m.
Registration
4:20 p.m. – 4:30 p.m.
Welcome
Setting the scene for the evening and outlining the key considerations for finance functions preparing for a listing and life as a public company.
4:30 p.m. – 5:15 p.m.
Keynote: From learnings to sustained success
Recent issuer shares practical insights on the challenges and gaps that surfaced during the readiness process and after going public. The session will explore lessons learned along the journey and the capabilities that proved critical beyond Day 1.
5:15 p.m. – 6:00 p.m.
Finance Function Operating Model: Which capabilities and roles must be in place to achieve readiness?
Explore how the finance function should be structured and which capabilities and roles need to be in place to operate effectively as a public company.
6:00 p.m. – 6:15 p.m.
Break
6:15 p.m. – 7:00 p.m.
Enablers: How data, systems and processes support readiness and keep paying off afterwards?
Reliable data, scalable systems and efficient processes are key enablers. This session will examine how the right environment can support readiness while creating lasting efficiencies beyond the listing.
FloQast Demo Session: Practical demonstration of how technology can streamline the close process, connect compliance activities and use AI agents to automate workflows.
7:00 p.m. – 7:15 p.m.
Audience Q&A and Closing Remarks
An open forum for participants to raise questions and compare experiences with peers.
7:15 p.m.
Apéro Riche
Speakers
Ken Brandstetter
Moderator
Senior Manager,
Capital Markets,
CFGI Switzerland
kbrandstetter@cfgi.com
Michael Stocker
Partner,
Capital Markets,
CFGI Germany
mstocker@cfgi.com
Leon Kiefer
Senior Manager,
Finance Optimization,
CFGI Switzerland
lkiefer@cfgi.com
wineBANK Zurich
Stockerstrasse 64 • 8001 Zurich