Unrivalled access to the CFO & COO community
CFO All Access is an exclusive community for CFOs, COOs, and senior financial executives to share practical insight with industry peers.
The All Access membership is built on our 20-year heritage of advancing the role of private equity financial leaders.
Join the community to get the latest industry insights and have open discussions with peers to find answers to the questions keeping you up at night.
Membership gives you exclusive access to:
Join our community of CFOs & COOs
Year-round connections with CFOs
The community of CFOs, COOs, and senior financial executives allows you to benchmark strategies against your peers, uncover opportunities, and find answers to the questions keeping you awake at night.
“The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these discussions and find new ways to deliver is deeply appreciated.”
Bernadette Mentor
VP of Finance
Prysm Capital
Join our growing community of CFOs & COOs
Connect in-person with exclusive event access
Hear how industry leaders, at all levels, are tackling pressing issues through in-person and virtual conferences that are exclusive to members. CPE credits are awarded for event attendance.
Upcoming events
November 17
Join a series of interactive discussions with PE CFOs & COOs
January 18-19
Join us this January to celebrate the 20th Annual CFOs & COOs Forum New York!
Your membership includes:
CFO All Access is a community that connects you to the people and resources that can help guide you through today’s ever-changing nuances of doing your job, year-round.
Join our events and receptions throughout the year with your CFO membership. All event attendees must be members.
Join the most influential CFO & COO community
CFO All Access allows CFO, COOs, and senior industry leaders to stay connected to the market, meet peers, and gain a strategic edge year-round.
A membership opens the door to new connections and insights. It brings the community to you, offering the most efficient and effective way to connect with the industry and stay up-to-date.
BUILD LONG-TERM RELATIONSHIPS THROUGH REGULAR PEER-TO-PEER INTERACTIONS
What sets our membership apart?
Decision-makers only
Our membership consists exclusively of GP decision makers. CFO All Access members are the people within their organizations making the important decisions.
Timely, actionable content
Backed by our PEI editorial team, stay up to date on the latest in PE. Hear from your peers on best strategies, practices and how they are tackling current challenges.
Unrivalled connections
Connect year-round with CFO, COO, and senior finance executives. Connect through monthly Forums, deep dives, and discussions or take the conversation offline.
CFO All Access delivers an inclusive community of knowledge and expertise that will help you with your specific challenges. Build your CFO network while receiving high-value content throughout the year.
What does a year’s membership look like?
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
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
Kyle is a partner in the asset management practice of Ernst & Young’s Financial Services Office and is responsible for coordinating assurance services to our clients, working closely with our tax and transaction support practices. Kyle has 18 yea… Read full bio
Robert S. Hull
Partner, Global CFO and COO, L Catterton
Mr. Hull is the Global Chief Financial Officer and the Chief Operating Officer of L Catterton. Prior to joining L Catterton, Mr. Hull served as the Director of Revenue in the Cabinet of the Governor of Rhode Island. Prior to his stint in public servi… Read full bio
Mark Lessing
Chief Financial Officer & Managing Director, Insight Partners
Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor reporting, including quarterly financial reporting, investor pres… Read full bio
Anna May L. Trala
Managing Director and Chief Financial Officer, GTCR
Anna May Trala is a Managing Director and Chief Financial Officer at GTCR, a leading private equity firm with assets under management exceeding $20 billion. Anna May leads the finance, treasury, portfolio valuation, portfolio on-boarding and performa… Read full bio
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
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 E. Hoey
Chief Financial Officer, Vertica Capital Partners
Steve has over 34 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
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
West Coast Bureau Chief, PEI Alternative Insight
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
To gain access to the deep dive, you must be a CFO All Access subscriber – subscribe today.
Meetings that define the industry
Our series of Forums and Deep Dives give members cutting-edge insights and valuable connections that enable them to stay at the forefront of private equity.
Join the events to connect with peers with similar interests as you, start the conversation, and build relationships.
Our industry-leading events, both in-person and virtual, are exclusive to CFO All Access members.
June 9-10, 2021
The largest annual gathering of private equity CFOs and COOs.
Now in its 18th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.
Upcoming events:
June 9-10
The premier event for the private equity community returns and it’s virtual for the 18th annual meeting of CFOs and COOs
July 14
Explore the key takeaways from the annual event and implement shared best practices within your firm
August 18
Examine CFO involvement in the initiatives and decisions driving the strategic growth of the firm
September 22-23
Join the virtual forum providing private equity and venture capital firms invaluable insight on redefining the CFO role
October 14
Keeping ahead of reporting requirements from A to Z
November 16
Strategically navigate new challenges and benchmark processes in an ever-evolving private equity industry
December 15
Take a deep dive into what’s on the radar for PE CFOs & COOs in 2022
January 19-20, 2022
The 19th annual Forum will return as an in-person event in New York City
Past events:
All CFO All Access members receive access to past events on demand. Catch up or re-watch sessions at any time with your membership.
January 25
2021 global private equity survey results and panel discussion on the impact of COVID-19, talent management and ESG
February 24
An authoritative panel delves into how the new administration will impact the private equity industry
March 25
An interactive analysis of hot topics in private equity via roundtable discussions
April 21
Hear a keynote conversation with Ken Mehlman, Partner, Global Head of Public Affairs & Co-Head of KKR Global Impact at KKR
May 11
Strategies for effectively sourcing, managing and processing data
Connect with a community of CFOs and COOs year-round
Build your network with like-minded finance and operations executives. The CFO All Access community is exclusive to finance and operations professionals at private equity/venture capital firms. All members are CFOs, COOs, or senior finance executives.
By becoming a CFO All Access member, you can easily search our directory to find those with similar interests. Search by job title, sector, investment strategy, job function, geography, and more.
Join our growing community of CFOs & COOs
Commonly asked questions about CFO All Access
Q: What is CFO All Access?
A: CFO All Access, an annual membership built on the 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 community 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 member of CFO All Access, can I message other members 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 community with whom 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 subscription/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 colleagues 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 subscription?
A: Yes, you can add up to a maximum of 5 colleagues at any time during your team’s pass. However, you can only substitute a new colleague if one or more of the original 5 team members departs from your firm. Please contact anna.d@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.
Q: When will my membership start?
A: Your membership will start as soon possible with access to the platform and the networking community followed by monthly touchpoints. (Be advised that 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 anna.d@peimedia.com.
Year-round networking with your peers
The CFO All Access member activities allow PE & VC CFO, COOs, and senior industry leaders to stay ahead of the markets and connect with your peers throughout the year.
Join our CFO & COO community
Connect year-round with the CFO & COO community
Virtual think tanks
Monthly virtual discussions with industry leaders on the most pressing topics and trends that impact PE & VC CFOs and COOs, topics includes talent, technology, ESG and so much more.
Networking gatherings
Build in-depth relationships with your peers through the intimate, networking focused in-person breakfasts and luncheons.
Meetings that define the industry
Join your peers at our events to stay at the forefront of private equity. Gain cutting-edge insights and make valuable connections.
Members get access to all U.S. Forums, Roundups, and Receptions.
Join the community today
Membership gives you exclusive invites to our meetings across the year and access to a peer community of CFOs, COOs, and senior financial executives.
Upcoming events
September 14-15
Connect with your PE & VC CFO and COO peers
November 17
Join a series of interactive discussions with PE CFOs & COOs
Past events
May 11
Connect at the CFOs & COOs Networking Breakfast
April 27-28
Redefining the private equity CFO & COO role
March 24
Join a series of interactive discussions with PE CFOs & COOs
Unrivalled access to the CFO & COO community
CFO All Access is an exclusive community for CFOs, COOs, and senior financial executives to share practical insight with industry peers.
The All Access membership is built on our 20-year heritage of advancing the role of private equity financial leaders.
Join the community to get the latest industry insights and have open discussions with peers to find answers to the questions keeping you up at night.
Membership gives you exclusive access to:
Year-round connections with CFOs
The community of CFOs, COOs, and senior financial executives allows you to benchmark strategies against your peers, uncover opportunities, and find answers to the questions keeping you awake at night.
“Very relevant topics, a great cast of characters and a diverse group of firms represented.”
James Crossen
Managing Director, Finance
Apollo Global Management
Join our growing community of CFOs & COOs
Connect in-person with exclusive event access
Hear how industry leaders, at all levels, are tackling pressing issues through in-person and virtual conferences that are exclusive to members. CPE credits are awarded for event attendance.
January 19-20, 2022
The 19th annual meeting for C-level executives will return as an in-person event in New York City. The member-exclusive Forum is an irreplaceable resource for the private equity community.
Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.
Upcoming meetings
July 14
Explore the key takeaways from the annual event and implement shared best practices within your firm
August 18
Examine CFO involvement in the initiatives and decisions driving the strategic growth of the firm
September 22-23
Join the virtual forum providing invaluable insight on redefining the CFO role
Pre-Event Resources
CFOs & COOs Forum New York
Post-Event Resources
2021 events
November 16
Join a series of interactive discussions with PE CFOs & COOs
October 14
Keeping ahead of reporting requirements from A to Z
September 22-23
Join the virtual forum providing invaluable insight on redefining the CFO role
August 18
Examine CFO involvement in the initiatives and decisions driving the strategic growth of the firm
July 14
Explore the key takeaways from the annual event and implement shared best practices within your firm
June 9-10
The premier event for the private equity community returns virtually
May 11
Strategies for effectively sourcing, managing and processing data
April 21
Featuring Ken Mehlman, Partner, Global Head of Public Affairs & Co-Head of KKR Global Impact at KKR
March 25
An interactive analysis of hot topics in private equity via roundtable discussions
February 24
An authoritative panel delves into how the new administration will impact the private equity industry
January 25
Global private equity survey 2021 results and discussion on the state of the industry
Meetings that define the industry
CFO All Access members get year-round access to private equity’s most influential finance and operations events.
Your membership provides you with multiple touch-points including forums, roundups, virtual think tanks, networking receptions, and more.
Join the community today
Membership gives you exclusive invites to our meetings across the year and access to a peer community of CFOs, COOs, and senior financial executives.
Join multi-day in-person forums
Flagship Forums
Members have access to attend our annual flagship Forums in New York in January and San Francisco in September.
Join the community for two days of keynotes, panels, working groups, live Q&As, think tanks and more. These events continue to respond to the needs of the PE community and address the most pressing issues affecting the industry.
“I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will find the conference beneficial whether you are new to the industry or an industry veteran.”
Lisa Costello
CFO & COO
HCI Equity Partners
Upcoming Forum
January 18-19
Join us this January to celebrate the 20th Annual CFOs & COOs Forum New York!
Join solution driven conversations
Interactive Roundups
Bi-annual roundups give you the opportunity to discuss the biggest challenges impacting your role and responsibilities.
You’ll rotate through a series of small group discussions designed to give you crucial insight, feedback, and new strategies to overcome any and all current challenges you’re facing.
“Enjoyed hearing from other CFOs/COOs who have experiences with the same matters and took away some networking contacts and applicable advice.”
Bryan Molinet
CFO
East Rock Capital
Upcoming Roundup
Past events
September 14-15
Connect with your PE & VC CFO and COO peers
May 11
Connect at the CFOs & COOs Networking Breakfast
April 27-28
Redefining the private equity CFO & COO role
March 24
Join a series of interactive discussions with PE CFOs & COOs