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 will provide actionable outcomes for your firm. Attendees can exchange ideas and gain actionable advice to ensure they are prepared for upcoming regulations and trends.

Bring your team of senior executives and save | CPE credits available

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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…

2023 attendees included:

Blue Owl Capital
The Carlyle Group
Fengate Asset Management
Galvanize Climate Solutions
Genesys Capital
GI Partners
Gopher US Asset Management
Knox Lane
KV Capital
LightBay Capital
Makena Capital Management
Maverick Capital
MSP Sports Capital
Nonatum Capital Partners
Revelstoke Capital Partners
Section 32
Section Partners
SER Capital Partners
StartUp Health
Sumeru Equity Partners
The National Investment and Infrastructure Fund
Thoma Bravo
TPG Capital
Vector Capital
VMG Partners
Western Technology Investment

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…

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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…

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Clara Chang


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…

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