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:

 

Request membership trial

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.

“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

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors
Fengate Asset Management
Five Point Energy
Flexpoint Ford
Frontier Growth
Fundamental Advisors LP
Greenspring Associates
Greyhound Capital Europe
HCI Equity Partners
Investindustrial
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
MassMutual
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
Onex
OrbiMed Advisors
ORIX Capital Partners
Ottawa Avenue Private Capital
Palladin Consumer Retail Partners LLC
Peak Rock Capital
Portland Private Equity
Promus Holdings
Resource Land Holdings
Revelstoke Capital Partners
SFW Capital Partners
Stripes Group
Tailwater Capital
Thomas H. Lee Partners
VMG Partners

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


August 18
Examine CFO involvement in the initiatives and decisions driving the strategic growth of the firm

Learn more


September 22-23
Join the virtual forum providing invaluable insight on redefining the CFO role

Learn more


October 14
Keeping ahead of reporting requirements from A to Z

Learn more

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.

 

Request a trial

 

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

 

Join the community

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 EY

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 Hull L Catterton

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 Trala GTCR

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 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

 

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

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 CFOs Forum

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 Deep Dive

July 14

Explore the key takeaways from the annual event and implement shared best practices within your firm

August Deep Dive

August 18

Examine CFO involvement in the initiatives and decisions driving the strategic growth of the firm

September CFOs Forum

September 22-23

Join the virtual forum providing private equity and venture capital firms invaluable insight on redefining the CFO role

October Deep Dive

October 14

Keeping ahead of reporting requirements from A to Z

Fall Roundup

November 16

Strategically navigate new challenges and benchmark processes in an ever-evolving private equity industry

December Deep Dive

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 Deep Dive

January 25

2021 global private equity survey results and panel discussion on the impact of COVID-19, talent management and ESG

February Deep Dive

February 24

An authoritative panel delves into how the new administration will impact the private equity industry

March Spring Roundup

March 25

An interactive analysis of hot topics in private equity via roundtable discussions

April Deep Dive

April 21

 Hear a keynote conversation with Ken Mehlman, Partner, Global Head of Public Affairs & Co-Head of KKR Global Impact at KKR

May Deep Dive

May 11

Strategies for effectively sourcing, managing and processing data

 

Member sign in

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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.

Interested in previewing the platform and learning more?

Request a trial

 

Join our growing community of CFOs & COOs

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors
Fengate Asset Management
Five Point Energy
Flexpoint Ford
Frontier Growth
Fundamental Advisors LP
Greenspring Associates
Greyhound Capital Europe
HCI Equity Partners
Investindustrial
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
MassMutual
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
Onex
OrbiMed Advisors
ORIX Capital Partners
Ottawa Avenue Private Capital
Palladin Consumer Retail Partners LLC
Peak Rock Capital
Portland Private Equity
Promus Holdings
Resource Land Holdings
Revelstoke Capital Partners
SFW Capital Partners
Stripes Group
Tailwater Capital
Thomas H. Lee Partners
VMG Partners

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 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

Open the door to new connections

The CFO All Access community allows CFO, COOs, and senior industry leaders to stay connected to the market year-round.

Discuss the topics that matter to you, ask your most pressing questions, and get the latest regulatory and industry insight.

Membership is the most efficient way to stay ahead and gain a strategic edge year-round.

Request a trial

 

Join our community of CFOs & COOs

Easily find and connect with your peers year-round


 

Connect year-round with the CFO & COO community

Build long-term relationships through regular peer-to-peer interactions
ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors
Fengate Asset Management
Five Point Energy
Flexpoint Ford
Frontier Growth
Fundamental Advisors LP
Greenspring Associates
Greyhound Capital Europe
HCI Equity Partners
Investindustrial
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
MassMutual
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
Onex
OrbiMed Advisors
ORIX Capital Partners
Ottawa Avenue Private Capital
Palladin Consumer Retail Partners LLC
Peak Rock Capital
Portland Private Equity
Promus Holdings
Resource Land Holdings
Revelstoke Capital Partners
SFW Capital Partners
Stripes Group
Tailwater Capital
Thomas H. Lee Partners
VMG Partners

Discuss the topics that matter to you

Lean on the collective expertise of CFOs at the top firms and the innovators in the mid and lower market.

Ask your most pressing questions

From technology, to defining data management, human capital, ESG and more.

Get the latest regulatory and industry insight

Hear from Washington insiders, SEC executives and private equity’s leading voices.

Unrivalled access to the CFO & COO community

Members have year-round access to a peer community of CFOs, COOs, and senior financial executives, as well as exclusive invites to our meetings across the year.

Please note annual agenda is subject to change

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 and Deep Dives, including the in-person return of CFOs & COOs New York Forum in January 2022.

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 events


August 18
Examine CFO involvement in the initiatives and decisions driving the strategic growth of the firm

Learn more


September 22-23
Join the virtual forum providing invaluable insight on redefining the CFO role

Learn more


October 14
Keeping ahead of reporting requirements from A to Z

Learn more


November 16
Strategically navigate new challenges and benchmark processes in an ever-evolving private equity industry

Learn more


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

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.

Past events


January 25
Global private equity survey 2021 results and discussion on the state of the industry

View deep dive


February 24
An authoritative panel delves into how the new administration will impact the private equity industry

View deep dive


March 25
An interactive analysis of hot topics in private equity via roundtable discussions

View event


April 21
Featuring Ken Mehlman, Partner, Global Head of Public Affairs & Co-Head of KKR Global Impact at KKR

View deep dive


May 11
Strategies for effectively sourcing, managing and processing data

View deep dive


June 9-10
The premier event for the private equity community returns virtually

View event


July 14
Explore the key takeaways from the annual event and implement shared best practices within your firm

View deep dive

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:

 

Request membership trial

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

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors

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

The New CFO Deep Dive

Watch the full session to understand recent challenges and future solutions

View session