Solve your firm's biggest problems
The Private Funds CFO Network’s Boston Roundup on June 7 is a one-of-a-kind event designed to solve your most pressing problems.
The Roundup will connect you with senior finance and operations executives for intimate roundtable discussions that provide actionable outcomes for your firm. Exchange ideas and gain actionable advice to ensure you are prepared for upcoming regulations and trends.
Buy your Private Funds CFO Network membership today and join us at the Boston Roundup this June.
Bring your team of senior executives and save | CPE credits available
Collaborate with peers in conversational sessions
Roundtable discussions
Participate in 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
More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.
Closed-door think tanks
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.
2023 agenda highlights
The 2023 agenda was built through consultation with influential finance and operations leaders in private equity and venture capital. The topics covered provide relevant information to impact processes and practices within firms, such as:
- CFO and COO role transformation
- Data management
- Talent management & development
- ESG & green financing
- Operational efficiencies
- Compliance
- And more…
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.
2023 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.
Agenda
Day 1 - Wednesday 7th
Registration – Breakfast
PEI welcome & chairperson's welcome
Chairperson:
Aileen Keaney, Chief Financial Officer, Ethos Capital
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?
Panelists:
Susan Gentile, Managing Director and Chief Financial Officer, Advent International
Kristen Laguerre, Chief Financial Officer and Chief Operating Officer, MPM Capital
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.
Roundtable 1 | Keeping up with compliance: the new Marketing Rule and other important priorities
- Marketing Rule follow up: challenges with gross and net performance calculations
- Are firms prepared for exam questions on the Marketing Rule?
- Ensuring your internal compliance program can withstand regulatory transformation
- Getting ahead of and adhering to items on the SEC’s radar (conflicts of interest, cybersecurity, ESG, etc.)
- Actions firms can take to best prepare themselves for SEC exams (taking mock exams,obtaining recent exam letters, document request lists, etc.)
- Identifying additional resources to manage the firm’s compliance workload
Facilitator:
Deborah Hodges, Managing Director, Chief Operating Officer, MidOcean Partners
Roundtable 2 | Assembling today’s finance and operations teams
- Identifying the necessary skills for today’s PE back/middle office professionals
- Best practices for sourcing candidates in the current job market
- How is PE managing generational expectations and creating a culture that matches the current working environment?
- Non-traditional, work hours, hybrid working, salaries, etc.
- Effectively presenting talent challenges to firm management/partnership
- Opportunities for growth when a title promotion is not feasible
Facilitators:
Alison Connors, Chief Financial Officer, Third Rock Ventures
James Jefski, Head of North America Alternatives Segment, State Street
Roundtable 3 | Utilizing technology to strategically enhance firm functions
- What focus areas of today’s CFO require more technology adoption to help drive success?
- Adapting to technology to obtain the most benefits and results
- Allocating resources properly within the firm
- How can current platforms be used in various departments?
- Deciding when to shift gears (hire additional talent, work with new partners or adopt new technology)
- Properly reviewing whether current systems and partners are aligning with the firms priorities
- Managing expectations while existing external partners are navigating staffing changes
Facilitator:
Raoul Kamath, Regional Director – Americas, EWM Global
Roundtable 4 | Presenting and governing data effectively across the firm
- Consolidating data from various departments to create a single source of truth and become a better storyteller
- Determining the level of data analysis/data science knowledge required from the finance team
- Innovative approaches to data collection
- Utilizing machine learning & RPA
- Enhancing connectivity between external
technology programs and data management
software
Roundtable 5 | Navigating LP/GP relationships within finance and operations team
- Keeping up with investor sophistication (DDQs, ad-hoc questions)
- What non-investment related information are LPs seeking outside of fundraising?
- Approaching portfolio monitoring and investor reporting portals
- How to make them fulfil LP & GP needs?
- What is the level of detail wanted? (Overall fund performance vs. specific portfolio company data)
- Working with your IR team to understand where the CFO should be included to satisfy investors
- CFO involvement during investor and annual general meetings
- Utilizing LPACs to support and provide insights to management company finance and operations teams
- Challenges of working with LPs in various geographical locations
Facilitators:
Ed Leitinger, Principal, Withum
Steven Schaefer, CFO, Graycliff Partners
Roundtable 6 | Involving the CFO in fundraising
- How are CFOs playing a greater role in supporting deal/IR teams?
- Providing data to enhance decision
making
- Providing data to enhance decision
- Obtaining and using credit lines and facilities
- How are firms adjusting to the current pace of capital deployment?
- Adapting to the retailization of PE and new types of investors
- What items do investors want to learn from the finance and operations team throughout the fundraising cycle?
Facilitator:
Mike Kubacki, CFO, NewSpring Capital
Roundtable 7 | Stabilizing firm-wide reporting methods
- How are firms handling individual reporting
requests and formats?- Investors: Adopting templates (GIPS,
ILPA) to create industry uniformity - Utilizing software/ technology
- Outsourcing
- Investors: Adopting templates (GIPS,
- Ensuring preparedness for SEC questioning
- Navigating complexities within ESG reporting (fund, portfolio and management company)
- Properly documenting fees and expenses
Facilitator:
Tracy Pizzi, Partner, Yellow Wood Partners
Roundtable 8 | Approaching valuation methods and protocols in today’s market
- The macro-environment and its potential impact to valuations
- What valuation methodologies have been proven successful in this environment?
- How are firms gathering data from portfolio companies effectively?
- Mitigating conflicts within the valuations
- Preparing for the SEC’s focus on
valuations
- Preparing for the SEC’s focus on
- Striking a balance between the role of the
investment team and finance team in valuations
Networking break
Roundtable discussions
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.
Roundtable 1 | Keeping up with compliance: the new Marketing Rule and other important priorities
- Marketing Rule follow up: challenges with gross and net performance calculations
- Are firms prepared for exam questions on the Marketing Rule?
- Ensuring your internal compliance program can withstand regulatory transformation
- Getting ahead of and adhering to items on the SEC’s radar (conflicts of interest, cybersecurity, ESG, etc.)
- Actions firms can take to best prepare themselves for SEC exams (taking mock exams,obtaining recent exam letters, document request lists, etc.)
- Identifying additional resources to manage the firm’s compliance workload
Facilitator:
Deborah Hodges, Managing Director, Chief Operating Officer, MidOcean Partners
Roundtable 2 | Assembling today’s finance and operations teams
- Identifying the necessary skills for today’s PE back/middle office professionals
- Best practices for sourcing candidates in the current job market
- How is PE managing generational expectations and creating a culture that matches the current working environment?
- Non-traditional, work hours, hybrid working, salaries, etc.
- Effectively presenting talent challenges to firm management/partnership
- Opportunities for growth when a title promotion is not feasible
Facilitators:
Alison Connors, Chief Financial Officer, Third Rock Ventures
James Jefski, Head of North America Alternatives Segment, State Street
Roundtable 3 | Utilizing technology to strategically enhance firm functions
- What focus areas of today’s CFO require more technology adoption to help drive success?
- Adapting to technology to obtain the most benefits and results
- Allocating resources properly within the firm
- How can current platforms be used in various departments?
- Deciding when to shift gears (hire additional talent, work with new partners or adopt new technology)
- Properly reviewing whether current systems and partners are aligning with the firms priorities
- Managing expectations while existing external partners are navigating staffing changes
Facilitator:
Raoul Kamath, Regional Director – Americas, EWM Global
Roundtable 4 | Presenting and governing data effectively across the firm
- Consolidating data from various departments to create a single source of truth and become a better storyteller
- Determining the level of data analysis/data science knowledge required from the finance team
- Innovative approaches to data collection
- Utilizing machine learning & RPA
- Enhancing connectivity between external
technology programs and data management
software
Roundtable 5 | Navigating LP/GP relationships within finance and operations team
- Keeping up with investor sophistication (DDQs, ad-hoc questions)
- What non-investment related information are LPs seeking outside of fundraising?
- Approaching portfolio monitoring and investor reporting portals
- How to make them fulfil LP & GP needs?
- What is the level of detail wanted? (Overall fund performance vs. specific portfolio company data)
- Working with your IR team to understand where the CFO should be included to satisfy investors
- CFO involvement during investor and annual general meetings
- Utilizing LPACs to support and provide insights to management company finance and operations teams
- Challenges of working with LPs in various geographical locations
Facilitators:
Ed Leitinger, Principal, Withum
Steven Schaefer, CFO, Graycliff Partners
Roundtable 6 | Involving the CFO in fundraising
- How are CFOs playing a greater role in supporting deal/IR teams?
- Providing data to enhance decision
making
- Providing data to enhance decision
- Obtaining and using credit lines and facilities
- How are firms adjusting to the current pace of capital deployment?
- Adapting to the retailization of PE and new types of investors
- What items do investors want to learn from the finance and operations team throughout the fundraising cycle?
Facilitator:
Mike Kubacki, CFO, NewSpring Capital
Roundtable 7 | Stabilizing firm-wide reporting methods
- How are firms handling individual reporting
requests and formats?- Investors: Adopting templates (GIPS,
ILPA) to create industry uniformity - Utilizing software/ technology
- Outsourcing
- Investors: Adopting templates (GIPS,
- Ensuring preparedness for SEC questioning
- Navigating complexities within ESG reporting (fund, portfolio and management company)
- Properly documenting fees and expenses
Facilitator:
Tracy Pizzi, Partner, Yellow Wood Partners
Roundtable 8 | Approaching valuation methods and protocols in today’s market
- The macro-environment and its potential impact to valuations
- What valuation methodologies have been proven successful in this environment?
- How are firms gathering data from portfolio companies effectively?
- Mitigating conflicts within the valuations
- Preparing for the SEC’s focus on
valuations
- Preparing for the SEC’s focus on
- Striking a balance between the role of the
investment team and finance team in valuations
Networking lunch break
Roundtable discussions
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.
Roundtable 1 | Keeping up with compliance: the new Marketing Rule and other important priorities
- Marketing Rule follow up: challenges with gross and net performance calculations
- Are firms prepared for exam questions on the Marketing Rule?
- Ensuring your internal compliance program can withstand regulatory transformation
- Getting ahead of and adhering to items on the SEC’s radar (conflicts of interest, cybersecurity, ESG, etc.)
- Actions firms can take to best prepare themselves for SEC exams (taking mock exams,obtaining recent exam letters, document request lists, etc.)
- Identifying additional resources to manage the firm’s compliance workload
Facilitator:
Deborah Hodges, Managing Director, Chief Operating Officer, MidOcean Partners
Roundtable 2 | Assembling today’s finance and operations teams
- Identifying the necessary skills for today’s PE back/middle office professionals
- Best practices for sourcing candidates in the current job market
- How is PE managing generational expectations and creating a culture that matches the current working environment?
- Non-traditional, work hours, hybrid working, salaries, etc.
- Effectively presenting talent challenges to firm management/partnership
- Opportunities for growth when a title promotion is not feasible
Facilitators:
Alison Connors, Chief Financial Officer, Third Rock Ventures
James Jefski, Head of North America Alternatives Segment, State Street
Roundtable 3 | Utilizing technology to strategically enhance firm functions
- What focus areas of today’s CFO require more technology adoption to help drive success?
- Adapting to technology to obtain the most benefits and results
- Allocating resources properly within the firm
- How can current platforms be used in various departments?
- Deciding when to shift gears (hire additional talent, work with new partners or adopt new technology)
- Properly reviewing whether current systems and partners are aligning with the firms priorities
- Managing expectations while existing external partners are navigating staffing changes
Facilitator:
Raoul Kamath, Regional Director – Americas, EWM Global
Roundtable 4 | Presenting and governing data effectively across the firm
- Consolidating data from various departments to create a single source of truth and become a better storyteller
- Determining the level of data analysis/data science knowledge required from the finance team
- Innovative approaches to data collection
- Utilizing machine learning & RPA
- Enhancing connectivity between external
technology programs and data management
software
Roundtable 5 | Navigating LP/GP relationships within finance and operations team
- Keeping up with investor sophistication (DDQs, ad-hoc questions)
- What non-investment related information are LPs seeking outside of fundraising?
- Approaching portfolio monitoring and investor reporting portals
- How to make them fulfil LP & GP needs?
- What is the level of detail wanted? (Overall fund performance vs. specific portfolio company data)
- Working with your IR team to understand where the CFO should be included to satisfy investors
- CFO involvement during investor and annual general meetings
- Utilizing LPACs to support and provide insights to management company finance and operations teams
- Challenges of working with LPs in various geographical locations
Facilitators:
Ed Leitinger, Principal, Withum
Steven Schaefer, CFO, Graycliff Partners
Roundtable 6 | Involving the CFO in fundraising
- How are CFOs playing a greater role in supporting deal/IR teams?
- Providing data to enhance decision
making
- Providing data to enhance decision
- Obtaining and using credit lines and facilities
- How are firms adjusting to the current pace of capital deployment?
- Adapting to the retailization of PE and new types of investors
- What items do investors want to learn from the finance and operations team throughout the fundraising cycle?
Facilitator:
Mike Kubacki, CFO, NewSpring Capital
Roundtable 7 | Stabilizing firm-wide reporting methods
- How are firms handling individual reporting
requests and formats?- Investors: Adopting templates (GIPS,
ILPA) to create industry uniformity - Utilizing software/ technology
- Outsourcing
- Investors: Adopting templates (GIPS,
- Ensuring preparedness for SEC questioning
- Navigating complexities within ESG reporting (fund, portfolio and management company)
- Properly documenting fees and expenses
Facilitator:
Tracy Pizzi, Partner, Yellow Wood Partners
Roundtable 8 | Approaching valuation methods and protocols in today’s market
- The macro-environment and its potential impact to valuations
- What valuation methodologies have been proven successful in this environment?
- How are firms gathering data from portfolio companies effectively?
- Mitigating conflicts within the valuations
- Preparing for the SEC’s focus on
valuations
- Preparing for the SEC’s focus on
- Striking a balance between the role of the
investment team and finance team in valuations
Track A | Dissecting the technology implementation process
More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.
- Showcasing the value of adopting innovative and new technology to leadership
- Understanding how teams can prepare in advance of onboarding a new system or provider
- Developing transparency between external partners and internal teams throughout the implementation process
- Is it important to have a dedicated IT person to assist with managing the firm’s technology infrastructure?
Track B | Building a cyber aware culture to reduce risks
More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.
- Establishing practical cyber training programs across the firm
- Ensuring all employees understand their exposure to cyber threats of various sizes
- How often do firms need to refresh their policies and procedures to stay up to date with the latest actions from bad actors?
- What role should the firm have in managing third parties and portfolio companies from a cyber perspective?
- Carefully identifying who internally and externally should have access to sensitive materials
- Taking inventory of firm sensitive information internally and externally
- Preparing for SEC focus and potential cybersecurity rule
- Acquiring proper cyber insurance
Networking break
Think tank A (GP only) | Pinpointing vendors and systems that align with firm priorities
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.
- What’s the best place to start when finding the best provider or platform as firms looks to make innovative changes?
- e., References, word of mouth, research, demos, interviews, etc.
- Important elements or factors to look for when searching for a new vendors and systems
- Identifying the right solutions that can carry a firm forward for the long term
- Determining when to build in-house technologies or utilize a third party
- Implementing systems and platforms that serve multiple departments
Think tank B (GP only) | Creating attractive and practical compensation schemes in PE
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.
- How can firms be creative with their compensation programs?
- Addressing top concerns from external partners (i.e., LPs and SEC) about investment related compensation tactics
- Collaborating with firm leadership on classifying compensation practices and guideline
- Tax considerations for compensation for firms following in various fund structures
Think tank C (SP only) | How are industry providers keeping up with the current 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.
- What’s more important? – having innovative or trusted products and services?
- Supply and demand – ensuring clients of all sizes and workloads are getting their needs met
- Navigating project management while simultaneously undergoing staffing changes
- Supporting clients while the market undergoes constant change
- How does the SEC’s focus on outsourcing and technology effect client relationships?
End of roundup and offsite dinner reception (invite-only)
Pre-Event Resources
2023 Speakers
For speaking opportunities, contact Nikki Gale at nikki.g@pei.group.
Alison Connors
Chief Financial Officer, Third Rock Ventures
Susan Gentile
Managing Director and Chief Financial Officer, Advent International
Deborah Hodges
Managing Director, Chief Operating Officer, MidOcean Partners
James Jefski
Head of North America Alternatives Segment, State Street
Raoul Kamath
Regional Director – Americas, EWM Global
Aileen Keaney
Chief Financial Officer, Ethos Capital
Mike Kubacki
CFO, NewSpring Capital
Kristen Laguerre
Chief Financial Officer and Chief Operating Officer, MPM Capital
Ed Leitinger
Principal, Withum
Erin Mauro
VP Financial Operations, Matrix
Tracy Pizzi
Partner, Yellow Wood Partners
Steven Schaefer
CFO, Graycliff Partners
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.
Venue and hotel
Hyatt Regency Boston Harbor
101 Harborside Drive
Boston, Massachusetts 02128
All conference sessions will take place at the Hyatt Regency Boston Harbor. We are offering hotel rooms with a discount until May 16th, book your room here: