Connect. Evolve. Advance.

In a world of constant change, information and critical updates ensure your firm’s success. You need to be in tune with the market at every shift and be adaptable to every new challenge that will affect your business.

That’s where CFO All Access comes into play. A new way to keep modern CFOs, COOs, and senior financial executives in the know with high-level content and networking across the year.

The industry defining CFOs & COOs Forum is now just one of the many essential updates we’ll give you throughout the year with your CFO All Access membership, designed around you to unlock:

  • Insider know-how – from CFO leaders at the top firms, to the innovators in the mid and lower market
  • Sector specific expertise – from technology to human capital to ESG
  • Regulatory insight – direct from SEC executives and directors
  • Authoritative market commentary – from our acclaimed editorial team

See how you can access the CFO community year-round

Advance your career

Get direct access to industry peers and specialists who are tackling the same problems and obstacles you face. Benchmark your strategies and solutions to progress with confidence.

Request more information

 

 

Advance your team

Successful CFOs have a strong support team. Give your COO, CIO CCO, Finance Director and Controller All Access. Dive into a wide range of operational hot topics from tax and compliance to recruitment, data security management and cyber risk. CPE credits are awarded to members that attend the live virtual/in-person events.

Download the 2021 calendar

Advance your firm

The world is changing faster than ever – driven by macro issues such as climate change, a pandemic global recession and political uncertainty. Progressive strategies on ESG and diversity are no longer nice to haves. LPs are directing capital to firms that take these topics seriously and can show it. Hear how industry leaders, at all levels, are tackling these issues to help you guide your firm through the uncertainty towards success.

View CFO All Access resources

 

Connect with fellow CFOs and COOs year-round

Not only will you get the CFOs & COOs Forum New York, you’ll also receive high-level content and networking throughout the year. A membership built on the back of in-depth conversations with CFOs as well as a 20-year heritage of providing leading edge events, content and the most exclusive networking opportunities.

Gather insights direct from your peers

Benchmark against your peers and gather essential market updates in-person or virtually across Summits, Forums and targeted Deep Dives. Click an activity below for more information.

Please note annual agenda is subject to change

Explore the CFO and COO community

Download the CFO All Access 2021 calendar

  • See how the All Access platform works
  • View the All Access networking capabilities
  • Schedule your 2021 finance and operations agenda
  • Explore the heritage of the CFOs & COOs Forum

Download now

What's next

8th Annual EY Global CFOs and COOs Benchmarking Survey

 

Kicking off CFO All Access, we will review the results of the eighth annual survey of CFOs and COOs from across the globe. We’ve collected extensive data on people, processes, and planning for the future. The insight gained from the survey will provide the foundation for a robust discussion by an esteemed panel of CFOs and COOs representing a broad spectrum of private funds.

To view the January Deep Dive on demand, you must be a CFO All Access subscriber –
subscribe today.

Speakers included

Kyle Burrell
Partner, Financial Services Office
Ernst & Young LLP

Robert Hull

Robert Hull
Partner, Global CFO and COO
L Catterton

Mark Lessing
Managing Director & Chief Financial Officer
Insight Partners

Anna May Trala
Managing Director & Chief Financial Officer
GTCR

 

Impact of the 2020 presidential election results on private equity

 

As 2021 ushers in a new administration, the regulatory, legislative, tax and growth implications are in question. A diverse panel of experts will examine how the business model, access to private equity, incentives, regulation, enforcement, and more, may be impacted during the first year of the administration and beyond.

  • What new regulatory guidelines can we expect to be rolled out?
  • Dissecting legislative risks at the state level
  • Preparation meets opportunity: reviewing transparency and disclosure requirements to uncover the need to refine processes
  • Will it become more difficult for pensions to invest in PE in the current environment?
  • Ascertaining where to employ capital in the year ahead
  • Status check: retail investment in private equity
  • Getting ahead of LP concerns with strategic initiatives and communication
  • Administration and review of PPP loans—how will they be resolved?
  • Analyzing the potential for expanded burdens associated with SEC exams

Join the CFO All Access community in February to get a glimpse of what’s in store for the next four years.

Download the Deep Dive preview

Speakers include

Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

Pam joined Riverside in 2006 as COO and she currently serves as Vice Chairman. In this capacity, she monitors and manages policy, political and legislative risk for Riverside and its portfolio companies. She also supervises several of Riverside's fun… Read full bio
Stephen Hoey Vertica Capital Partners

Stephen Hoey

Chief Financial Officer, Vertica Capital Partners

Steve has over 30 years of experience in the private equity space, building infrastructure at several firms which became brand name international private equity leaders attracting billions of dollars of capital from institutional, government pension… Read full bio
Jason Mulvihill, American Investment Council

Jason Mulvihill

Chief Operating Officer & General Counsel, American Investment Council

Jason Mulvihill currently serves as Chief Operating Officer & General Counsel for the American Investment Council (AIC). As COO & GC, Mulvihill is the executive lead of Government Affairs for the AIC. He has responsibility for regulatory and… Read full bio
Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Media

Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI’s senior editorial decision-makers and works closely with the Editorial Director US, the Group E… Read full bio
View all speakers

 

To gain access to the deep dive, you must be a CFO All Access subscriber – subscribe today

 

Download the CFO All Access 2021 calendar

Preview the CFO All Access platform

Frequently asked questions about CFO All Access


Q: What is CFO All Access?

A: CFO All Access, an annual membership built on the back of a 20-year heritage of our CFO community, provides modern CFOs, COOs, and senior financial executives with monthly touchpoints of high-level content (including the renowned annual New York Forum) and access to knowledge sharing & community networking throughout the year.

Q: Who are members of CFO All Access?

A: The community is for everyone with strategic responsibility for driving finance & operation functions for their firm. This would include Chief Financial Officers (CFOs), Chief Operation Officers (COOs), Chief Accounting Officers (CAOs), Chief Investment Officers (CIOs), Chief Compliance Officers (CCOs), Vice Presidents and Directors of Finance, Controllers, Treasurers, Auditors, and Financial Risk Officers.

Q: How do I register for just the Annual CFOs and COOs Forum?

A: Registration to the Annual CFOs and COOs Forum is now a part of the yearly CFO All Access membership. You need to be an active member to CFO All Access to attend the Annual CFOs and COOs Forum.

Q: If I can’t make every event live, will the content be recorded/on-demand to listen to at a future date?

A: Yes, as we know your time is very valuable, the content will be on-demand/recorded on the platform for ease of reference so you can be as involved as needed throughout the course of your membership.

Q: Do you provide continuing professional education (CPE) credits for the events?

A: Members will have the opportunity to earn continuing professional education (CPE) credits. CPE certificates will be awarded on a per request basis and according to NASBA standards. In order to be awarded the full credit hours, you must be present (live or virtually).

Q: As a member to CFO All Access, can I message other colleagues and set up meetings with them?

A: Yes, the platform allows all year-round access to the community and not just in the windows of the events. You’ll be able to search and filter the members of our community you want to meet with a similar focus, arrange a time to chat, and send them a meeting invite.

Q: What is included in the individual membership/team membership to CFO All Access?

A: The individual membership includes access to attend the in-person event, plus all the monthly content delivered virtually on the platform & access to community networking.

A: The team membership includes up to 5 team members in total having access to all the monthly content delivered virtually on the platform & access to community networking with one person being nominated to attend the in-person event. (Upcharges for additional in-person tickets are available)

Q: With the team membership, can I add/substitute colleagues throughout the year during the membership?

A: Yes, you can add up to a maximum of 5 colleagues at any time during your team’s membership. However, you can only substitute a new colleague if one or more of the original 5 team members departs from your firm. Please contact bes.s@peimedia.com for more information.

Q: Can the membership to CFO All Access start at any time during the year?

A: Yes, your membership can begin at any time and last for 12 months. Access to the platform and the networking community launches in early January, however you can join in any month for a 12-month rolling access.

Q: When will my membership start?

A: Your membership will start as soon as you subscribe with access to the platform and the networking community followed by monthly touchpoints. (Be advised that membership access to the platform will be provided from the day you purchase – not from the beginning of the following month).

Additional Questions?

If you have a question that isn’t covered above, please feel free to contact us directly at bes.s@peimedia.com