Private Funds
CFO
Network
Connect, learn, and grow with successful CFOs, COOs, and CCOs
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An inclusive year-round community
The Private Funds CFO Network is the exclusive hub for the most influential finance, operations, and compliance executives working in private markets.
The Network is rich in communal knowledge and provides exclusive introductions, intimate peer gatherings, and continuing professional education opportunities.
Join a trusted community that supports your goals with the expertise and networking opportunities you need to elevate your impact.
Network members can earn 30+ CPE credits
Our network by role and AUM:
Why join the Private Funds CFO Network?
Thought leadership
Share your expertise to the industry’s leading CFOs, COOs, and CCOs.
Networking
Formal and informal networking opportunities tailored exactly to your needs.
Brand visibility
Display your firm at Forums and on event websites, emails, newsletters, and more.
“The Network provides rich, deep content and events alongside a unique personal touch from the PEI team. I feel more engaged than ever, and the Network creates noticeable value for my executive team.”
Michaele Gobel, Chief Financial Officer, Equilibrium
“It is great to not only have quality networking opportunities but also valuable content. I believe the Network is the best available resource for those in roles like mine.”
Kevin Gasque, Partner, COO, CFO and CCO, Greycroft
Registration questions
Anna Dorokhin
anna.d@pei.group
Sponsorship
inquiries
Josh Stoller
joshua.s@pei.group
Network event
questions
Chris Tamms
chris.t@pei.group
Pre-Event Resources
Exclusively for Members
Year-round access for CFOs, CCOs, and COOs
We’re committed to your success—starting with who you connect with.
As a member, you’ll gain access to regular in-person gatherings across the US, and virtual meetings, designed to foster meaningful peer connections.
These events are built to strengthen your network, deliver valuable insights, and keep you connected all year long.
Upcoming meetings:
AI strategy kickoff: Building a scalable data & automation framework for PE finance teams
January 8, 2026
Virtual meeting
A practical workshop on identifying high-impact automation opportunities, building scalable data foundations, and aligning leadership on an AI roadmap.
Data governance and access control across finance, ops, and compliance
January 22, 2026
Virtual meeting
A practical discussion on tightening data controls through role-based access, clarifying ownership of key datasets, and creating consistent, reliable data across every system.
Structuring your finance data for automation and generative AI applications
February 19, 2026
Virtual meeting
Learn how to strengthen data governance by implementing role-based access, defining ownership of key datasets, and ensuring alignment across internal and external systems.
Meet your new professional community
Who are the Private Funds CFO Network members?
Connect year-round with finance, operations, and compliance professionals in private markets.
While our members span countries, career levels, and sectors, the Network offers the chance to gather with the common goals of collaboration and professional growth.
Meet the Network Director, Chris Tamms:
The Private Fund CFO Network is where senior leaders in private markets come together to tackle shared challenges and spark new ideas.
It’s more than a membership—it’s a trusted space to exchange insights, explore solutions, and build meaningful connections with peers who understand your day-to-day.
Networking opportunities:
Flagship forums
Gather with an elite crowd of private markets professionals for panels, networking, and more.
Regional meet-ups
Connect over cocktails at thought leadership roundtables on timely topics.
Executive coaching
Learn best practices across a variety of topics designed to further your career.
Office hours
Connect with speakers privately at our annual Forums to ask questions after their panels.
Virtual fireside chat
Connect with peers to benchmark strategies and solve shared challenges.
Virtual panels
Learn from leading PE firms about the current state of the market.
Thanks for your interest
Thank you for your interest in the Private Funds CFO Network.
Your requested resource will be sent to the email address you provided.
Explore our website to learn more about the Network, and be sure to become a member for year-round content and opportunities.
We hope to see you at our next event.
We'll be in touch
Thank you for your interest in the Private Funds CFO Network.
Our team will reach out shortly.
Explore our website to learn more about the Network, and be sure to become a member for year-round content and opportunities.
We hope to see you at our next event.
Unleash AI & automation across your firm
Join us on October 23 in New York City for the Private Funds CFO Network Member Meeting, where CFOs and COOs come together to solve today’s operational challenges.
You’ll explore how AI, automation, and technology are transforming the finance function, and how firms are balancing digital transformation with risk management.
Be part of the conversation shaping the industry’s future.
Interactive panels: Leveraging AI for faster decision-making
Each session will focus on one of three core topics, giving you the chance to dive deeper into what matters most for your firm:
1) AI enablement: What it takes to make AI work at a private fund
2) Smart systems, lean teams: Building the financial operations tech stack for growth & scale
3) Safely unlocking automation: How private funds are activating AI while mitigating risk
Meet the voices driving AI, data, and efficiency
Carousel session: Maximizing operational efficiencies for finance teams
With a mix of roundtable and think tank formats, these sessions allow you to share best practices across three key topics. Each table will share their top takeaways with the full group.
1) People: Talent, team structure & culture of embracing tech for efficiency
2) Process: Streamlining workflows & scaling responsibly
3) Technology: Tools to automate, integrate & inform
“The relationships fostered at these events have created individuals I can lean on when challenged to share different perspective and help to foster my growth and overcome challenges.” – Private Funds CFO Network member
Networking cocktails
A joint reception with Private Funds CFO and Investor Relations Network members
Wrap up the day with great company and lively conversation to spark new connections, catch up with peers, and exchange fresh ideas in a relaxed setting.
Thank you for your interest
Thank you for your interest in partnering with the Private Funds CFO Network.
A member of our team will be in touch with you shortly.
What is the Private Funds CFO Network?
The Private Funds CFO Network is a year-round executive community for CFOs, COOs, and CCOs in private markets, offering peer exchange, benchmarking, and professional development through member meetings and flagship events.
Created by Private Funds CFO, it supports senior finance, operations, and compliance leaders through confidential discussions, executive education, and curated peer connections.
Who is the Private Funds CFO Network for?
This community is built for CFOs, COOs, CCOs, and senior executives responsible for fund accounting, valuation, compliance, and investor reporting. Members come from private equity, credit, venture, real estate, emerging markets, secondaries, and infrastructure firms — from emerging managers to established global funds.
What is included with membership?
Membership provides access to events, education, and exclusive networking opportunities throughout the year. Members receive six key benefits, including:
- Access to 400+ senior peers across private markets
- Three in-person member meetings annually
- 24+ virtual executive meetings per year
- Confidential peer benchmarking sessions
- Curated introductions to fund executives
- Eligibility to earn 30+ CPE credits
What events and conferences are included with membership?
You can book online here. To access the best rates and secure your place at the operating partner-only Welcome Reception and Dinner, we recommend registering as early as possible as space fills up fast.
What is the New York Forum conference?
Pricing varies based on registration date and your firm type. Discounted rates are available for early registrants. Full pricing information is available on the booking page.
What is the dress code?
We recommend business attire for this event.
What topics and sessions will be covered?
The agenda focuses on the people side of value creation. Key themes include:
- CEO assessment and leadership performance metrics
- AI use cases across executive search, onboarding, and culture
- Scaling internal talent teams to meet portfolio demands
- Organizational design and workforce planning
- CHRO collaboration and HR integration
- Human capital operating model best practices
What are the networking opportunities?
The Forum includes multiple structured and informal networking touchpoints, including an invitation-only pre-event reception for operating partners, small-group think tanks, topic-based roundtables, and peer-led working sessions designed to help you benchmark in a confidential setting. See the agenda for more.
How can I sponsor the Forum?
PEI’s Value Creation Partner programs provide an all-inclusive platform for organizations to engage with private equity operating partners and value creation teams in high level problem solving conversations and explore opportunities for collaboration. To learn more, contact Lawrence Dvorchik at Lawrence.d@pei.group or visit the sponsorship page.
How can I apply to speak or join the agenda?
If you’re a PE or VC operating partner with hands-on experience in talent strategy, organizational design, or leadership execution, reach out to Marc Mele at marc.m@pei.group to learn more about speaking opportunities.
Are there any exclusive or invitation-only sessions?
Yes. Certain sessions, including the pre-event networking reception, are exclusive to operating partners and by invitation. These are clearly marked on the agenda.
Can I attend only part of the event?
We currently only offer a two-day pass for the forum, as we recommend attending both days to create the most value for you and your firm from attending the forum.
Is this event suitable for international attendees?
Yes, international operating partners and value creation professionals are encouraged to attend. All content is delivered in English, but the Forum regularly hosts attendees from North America, Europe, and beyond.
Will session recordings or materials be shared afterward?
Some session materials may be made available to attendees after the event. However, many discussions are held under Chatham House rule and are not recorded to encourage candid exchange among peers.
Is there a refund or cancellation policy?
Our cancellation policy does not provide a refund. It grants you a credit to be applied to attend a future PEI Forum, valid for 12 months from the date of issuance. The credit can be used by the attendee cancelling or anyone from your firm. Alternatively, in the event of a cancellation, your attendee pass can be transferred to a colleague to attend the current event.