Unrivalled access to the CFO & COO community
CFO All Access is an exclusive community for CFOs, COOs, and senior financial executives built on our 20-year heritage of convening financial leaders in private equity.
An All Access membership connects you with fellow CFOs & COOs to share practical insight with your peers active in the industry. Join a group discussion, think tank or forum to connect on hot topics, or engage directly in informal private conversations to dive into the details and topics that matter to you.
Benefit from:
- 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 defining data management, human capital, ESG and more
- Regulatory insight – hear from Washington insiders and SEC executives and directors
- Authoritative market commentary – from our acclaimed editorial team
Access the CFO community year-round
Advance your role
Get direct access to industry peers and specialists advancing the role of the CFO in private equity. Benchmark strategies against your peers, uncover opportunities, and find solutions to progress with confidence.
Advance your team
Give your COO, CIO CCO, Finance Director and Controller access to a wide range of operational hot topics. From tax and compliance to recruitment, data security management and cyber risk. CPE credits are awarded for live virtual/in-person events. Bring up to five team members for the price of two!
Advance your firm
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 and guide your firm to success.
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
Upcoming events
April 21
Hear a keynote conversation with Ken Mehlman, Partner, Global Head of Public Affairs & Co-Head of KKR Global Impact at KKR
Pre-Event Resources
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
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
Vice Chairman, The Riverside Company
Stephen Hoey
Chief Financial Officer, Vertica Capital Partners
Jason Mulvihill
Chief Operating Officer & General Counsel, American Investment Council
Lawrence Aragon
West Coast Bureau Chief, PEI Media
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:
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
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
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 membership
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 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 launched 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 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 bes.s@peimedia.com