Solve your firm's biggest challenges
The Private Funds CFO Network’s Boston Roundup on June 7 is a one-of-a-kind event designed to solve your most pressing questions alongside your peers.
Join an elite group of private fund CFOs, COOs and senior finance and operations executives via intimate roundtable discussions that provide actionable outcomes for your firm.
You’ll receive vital peer insight and feedback while dissecting issues currently impacting your day-to-day work.
Bring your team of senior executives and save | CPE credits available
Benchmark new strategies
Improve processes and accelerate firm growth through interactive discussions with your CFO and COO peers.
In-depth conversations with your peers
Explore the best solutions for key issues that concern your role and team the most.
Year-round intelligence and networking
By joining the Roundup, you will gain access to the Private Funds CFO Network. The Network helps CFOs stay connected to industry insight and peers across the year.
2022 agenda highlights
The 2022 agenda was built through consultation with influential leaders within the private equity and venture capital CFO & COO communites. The topics covered provided relevant information to impact processes and practices within firms, such as:
- Sourcing and developing talent
- Data management practices
- Strengthening operational efficiency
- Enhancing cybersecurity protocols
- Compliance & SEC matters
2022 Featured speakers
2022 attendees included:
What our attendees say about CFO Roundups
Jeremy Thurber
Rose Park Advisors
The CFO Roundup was a great opportunity to meet other peers and discuss the relevant topics that are top of mind. This collaborative environment is very helpful…
Scott Farden
Nonantum Capital Partners
Content was strong. The most valuable portion of the event was the time spent with peers. We are able to share challenges and solutions in an effective and thou…
Clara Chang
DCVC
I liked the format of the various breakout sessions which allows delegates and participants to exchange ideas and share best practices in different subject matt…
Jeremy Thurber
Rose Park Advisors
The CFO Roundup was a great opportunity to meet other peers and discuss the relevant topics that are top of mind. This collaborative environment is very helpful so that we can improve the quality of our finance, operations, and compliance functions at our firms.
Scott Farden
Nonantum Capital Partners
Content was strong. The most valuable portion of the event was the time spent with peers. We are able to share challenges and solutions in an effective and thoughtful way, both through the formal sessions and the networking times.
Clara Chang
DCVC
I liked the format of the various breakout sessions which allows delegates and participants to exchange ideas and share best practices in different subject matters.
2022 Agenda
Download the agenda to see the timely and relevant topics that will be covered at this year’s Roundup.
If you are interested in a speaking role for 2023 please contact contact Nikki Gale at nikki.g@pei.group.
View agenda page
Agenda
Day 1 - Wednesday 7th
Registration
08:15 - 08:55
Registration – Breakfast
08:55 - 09:00
PEI Welcome
Keynote Interview
09:00 - 09:40
Keynote panel - View from the top: insights from influential private equity CFOs
- How have priorities changed since first stepping into the role?
- CFOs holding a more strategic role in firm-wide initiatives
- Approaching leadership in today’s working environment
- From technical to personal – what skills are valued and required for today’s CFO?
- Modernizing the role: how do CFOs stay ahead of the trends?
- Advice to future leaders: how can junior or mid-level back/middle office staff prepare themselves for the C-suite?
Roundtable discussions
09:45 - 10:15
Roundtable 1: Cybersecurity
Lawrence Aragon,
Ryan Randall,
Nathan Sanders,
Christopher Smith, CFA,
Nina Yoo
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
10:15 - 10:45
Roundtable 2: Technology/operational efficiencies
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
10:45 - 11:15
Roundtable 3: Talent management & development
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
Networking break
11:15 - 11:45
Networking break
Roundtable discussions
11:45 - 12:15
Roundtable 4: Data management
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
12:15 - 12:45
Roundtable 5: Portfolio company management
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
12:45 - 13:15
Roundtable 6: Fundraising
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
Networking lunch break
13:15 - 14:15
Networking lunch break
Roundtable discussions
14:15 - 14:45
Roundtable 7: Investor/management reporting
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
14:45 - 15:15
Roundtable 8: ESG/green finance
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
Interactive panel discussions
15:15 - 16:00
Track A: Technology
More interactive than traditional panel discussions, these sessions start with a 20-minute panel discussion followed by a 25-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.
15:15 - 16:00
Track B: Compensation
More interactive than traditional panel discussions, these sessions start with a 20-minute panel discussion followed by a 25-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.
Networking break
16:00 - 16:15
Networking break
Think Tanks
16:15 - 17:15
Think tank A (GPs only) | Outsourcing/vendor management
Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.
16:15 - 17:15
Think tank B (GPs only) | LP/GP relationships
Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.
16:15 - 17:15
Think tank C (SPs only) | Navigating the current PE market
Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.
17:15 - 18:15
Cocktail reception and end of roundup
Sponsored by:
Pre-Event Resources
2022 Speakers
For speaking opportunities, contact Nikki Gale at nikki.g@pei.group.
Connect with a community of CFOs, COOs and senior finance executives
The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.
Where successful CFOs connect
Better connections at the Boston Roundup
Attendees all gain a 12-month membership to the Private Funds CFO Network, a service designed to enhance your Boston Roundup networking experience.
Members can connect with peers throughout the year, set up pre-meetings with those attending the Boston Roundup, meet in-person on the day, or pick up a conversation after the conference. The Network also provides opportunity for extra CPE credits for you and your team across the year.
Insight
Stay ahead of industry-wide issues with monthly webinars and virtual think tanks covering the most pressing subjects that CFOs face today (CPE credits available).
Connection
Find and connect with like-minded professionals facing similar challenges at our events and through our private network platform only available to members.
Events
Join us in person and listen to the industry’s best keynote speakers, engage in working groups, think tanks, and much more. Members receive reduced price offers to our in person events.