Going public marks a major milestone, not the final destination. Yet many firms devote years to preparing for their IPO while allocating far less effort to planning for the challenges that follow.
Jill Hallquist, who leads Fidelity’s digital transfer‑agent operations, and Lenka Haase of Fidelity Stock Plan Services sit down with journalist and author Adam Rogers to share insights gained from guiding companies through the realities of being a public entity — covering common missteps, shifting shareholder expectations, and strategies for future growth and liquidity events. The session is presented by Fidelity.