Solve your firm's biggest problems

The Private Funds CFO Network’s Chicago Roundup on June 6 is a one-of-a-kind event designed to solve your most pressing problems.

The Roundup will connect you with senior finance and operations executives for intimate roundtable discussions that will provide actionable outcomes for your firm. Attendees can exchange ideas and gain actionable advice to ensure they are prepared for upcoming regulations and trends.

Bring your team of senior executives and save | CPE credits available

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Collaborate with peers in conversational sessions

Roundtable discussions

Participate in 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

Interactive panel discussions

More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

Closed-door think tanks

Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

2024 agenda highlights

This year’s agenda was built through consultation with influential finance and operations leaders in private equity and venture capital. The topics covered provide relevant information to impact processes and practices within firms, such as:

  • Examining and navigating the responsibilities of the CFO
  • Adhering to the current compliance and regulatory environments
  • Adopting innovative and efficient technologies
  • Addressing the complexities of carried interest
  • Managing firmwide data
  • Working and aligning with next-generation talent
  • Tackling valuation methods and protocols
  • And much more…

This year's advisory board

View all speakers
View all speakers

2023 attendees included:

Blue Owl Capital
The Carlyle Group
DCVC
Equilibrium
Fengate Asset Management
Galvanize Climate Solutions
Genesys Capital
GI Partners
Gopher US Asset Management
Knox Lane
KV Capital
LightBay Capital
Makena Capital Management
Maverick Capital
MSP Sports Capital
Next47
Nonatum Capital Partners
P10
Revelstoke Capital Partners
Section 32
Section Partners
SER Capital Partners
StartUp Health
Sumeru Equity Partners
TCG
TCV
The National Investment and Infrastructure Fund
Thoma Bravo
TPG Capital
Vector Capital
VMG Partners
Western Technology Investment

What our attendees say about CFO Roundups

Jeremy Thurber

Rose Park Advisors

The CFO Roundup was a great opportunity to meet other peers and discuss the relevant topics that are top of mind. This collaborative environment is very helpful…

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Scott Farden

Nonantum Capital Partners

Content was strong. The most valuable portion of the event was the time spent with peers. We are able to share challenges and solutions in an effective and thou…

Read full testimonial

Clara Chang

DCVC

I liked the format of the various breakout sessions which allows delegates and participants to exchange ideas and share best practices in different subject matt…

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2024 agenda

Download the latest agenda to get a glimpse of what the Roundup will look like. If you are interested in a speaking role, please contact Nikki Gale at nikki.g@pei.group.

Day 1
View agenda page

Agenda

Day 1 - Thursday 6th

Breakfast
08:00 - 08:50

Registration & breakfast

08:00 - 08:30

Private Funds CFO Network Membership Breakfast Circles

Aileen Keaney, Joshua Cherry-Seto

Delegates will enjoy pre-conference breakfast meetings based on membership circle involvement.

Women 
Facilitator:
Aileen Keaney, Chief Financial Officer, Ethos Capital

Emerging Managers 

Venture Capital 
Facilitator:

Josh Cherry-Seto, Partner & CFO, StartUp Health

A speaker photo for Aileen Keaney

Aileen Keaney

Chief Financial Officer, Ethos Capital

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Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

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Welcome
08:50 - 09:00

PEI welcome & chairperson's welcome

Blake Bennett

Chairperson:
Blake Bennett, Partner, Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

A speaker photo for Blake  Bennett

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

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Keynote panel
09:00 - 09:40

Keynote panel: View from the top: insights from influential private equity CFOs

Monica Kelsey, Mike Kurlander, Roy E. Sroka , Doug VanDegrift
  • How have priorities changed since first stepping into the role?
    • CFOs holding a more strategic role in firm-wide initiatives
  • Approaching leadership in today’s working environment
  • From technical to personal – what skills are valued and required for today’s CFO?
  • Modernizing the role: how do CFOs stay ahead of the trends?
  • Advice to future leaders: how can junior or mid-level back/middle office staff prepare themselves for the C-suite?

Panelists:
Monica Kelsey, Chief Financial Officer, Antares Capital
Mike Kurlander, Partner & Chief Financial Officer, Adams Street Partners
Roy Sroka, Partner, Chief Financial Officer and Chief Compliance Officer, Wynnchurch Capital
Doug VanDegrift, Chief Financial Officer and Chief Compliance Officer, Linden Capital Partners

A speaker photo for Monica Kelsey

Monica Kelsey

Chief Financial Officer, Antares Capital

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A speaker photo for Mike Kurlander

Mike Kurlander

Partner & Chief Financial Officer, Adams Street Partners

Read bio
A speaker photo for Roy E.  Sroka

Roy E. Sroka

Partner, Chief Financial Officer and Chief Compliance Officer, Wynnchurch Capital, LLC

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A speaker photo for Doug VanDegrift

Doug VanDegrift

Chief Financial Officer and Chief Compliance Officer, Linden Capital Partners

Read bio
Roundtable discussions
09:45 - 03:15

Roundtable discussions

Julie Bender, Christy Lukach, Jennifer Naylor, Shanna Otto, Brad West, Karla Lombardi, CPA, Shari Huisman

Roundtable 1 | Tackling cyber risks in private markets

  • Remaining proactive as new risks and attack methods arise
    • What are actionable steps firms can take?
    • Tailoring training programs and policies to be in line with current threats
  • Portfolio company prominence: top concerns regarding the level of transparency and lack of visibility between GPs and their investments
  • Insurance inquires
    • Types of cyber insurance and coverage plans to best protect firms
    • What should firms spend on acquiring an acceptable level of cyber insurance?

Facilitator:
Julie Bender, Chief Financial Officer & Chief Compliance Officer, Frontenac

Roundtable 2 | Adhering to an intense compliance landscape

  • Undertaking current regulatory priorities
    • New Private Funds Rules
    • How are firms updating their reporting cycles?
    • Off-channel communication obstacles: how are firms approaching this?
  • A culture of compliance: building a proper compliance program to match your firm criteria (i.e., AUM, strategy and years of operation)
    • Is the multititle (CFO/CCO) professional here to stay?
  • Utilizing outside counsel and other types of providers to support the uptick in regulatory work

Facilitator:
Christy Lukach, Chief Financial Officer & Chief Compliance Officer, Brightstar Capital Partners

Roundtable 3 | How are innovative technologies shaping the industry?

  • Adopting AI
    • Is there enough of a roadmap for successful implementation?
    • What is artificial intelligence currently being used for in the back/middle offices?
  • Buy-in beliefs: showcasing the value and need for modern tools to across the firm
  • Ensuring you have successful processes and appropriate measures in place before introducing new or advanced tools (i.e., data collection, information sharing, internal procedures, and exhausting your existing tools)
  • Challenges with embracing and sourcing integrated or multi-purpose solutions
    • Ensuring that your programs and applications enhance one another

Facilitator:
Jennifer Naylor, Chief Financial Officer, Sandbox Industries

Roundtable 4 | Understanding next generation talent as the workforce evolves

  • Aligning expectations between senior and junior staff
  • Adjusting to culture changes when employing younger people
  • Coping with skills gaps between various generations and teams
    • Identifying must have skills in junior talent
  • Ongoing challenges with hybrid/remote working models as newer generations have greater presence
  • Succession planning: how is leadership ensuring that their firms are going to be left in the best hands?

Facilitator:
Shanna Otto, Chief Financial Officer, Promus Holdings

Roundtable 5 | Reshaping data management and reporting practices

  • Determining the best methods for storage and reporting for the firm
  • Ensuring data is viable in order to obtain reliable information
  • Ongoing efforts to collect data for more detailed levels of reporting (i.e., ESG KPIs and key metrics from individual portfolio companies)
  • Template temptation
    • Are reporting templates helpful to GPs?
    • With ongoing regulatory concerns, will they need to be revised?

Facilitator:
Brad West, Partner, Chief Operating Officer and General Counsel, Pritzker Private Capital

Roundtable 6 | Unmasking the intricacies of carried interest

  • Broaching regulatory and tax concerns?
  • Setting up a fair and equitable carry program (fund level or deal by deal)
    • Finding the best allocation methods (i.e., American vs. European waterfall)
    • Determining eligibility for employee participation
    • Breaking down various vesting structures
  •  Utilizing waivers across ownership pools
  • Communicating carried interest to employees
    • Is carried interest a necessary compensation incentive for younger talent?

Facilitator:
Karla Lombardi, Controller, InCommercial

Roundtable 7 | Readying your firm for fundraising

  • Adapting to a newer fundraising timeline
    • What resources need to be applied?
    • Demonstrating their advantages and potential outcomes to the greater team and LPs
  • Implementing new fund types and cash sources as the market evolves
    • Demonstrating their advantages and potential outcomes to the greater team and LPs
    • Working in tandem with your IR team
  • How do finance and operations teams continue to add value to the fundraising process?
    • Working in tandem with your IR team

Facilitator:
Shari Huisman , Senior Director, Chief Accounting Officer, Thoma Bravo

Roundtable 8 | How are CFOs handling valuations in today’s market?

  • Managing external factors that influence valuations (SEC, LPs, auditors, etc.)
  • Collaborating across various internal teams in order to strive for accuracy and flexibility
    • How frequently are firms updating their valuations policies?
    • How are firms performing back testing?
  • Shaping methodologies to match the current economy
  • Are firms enlisting external advisors or performing valuations internally?

Facilitator:
Gladys Cordova, Principal/Chief Financial Officer/Chief Compliance Officer, BPOC

A speaker photo for Julie Bender

Julie Bender

Vice President, Chief Financial Officer and Chief Compliance Officer, Frontenac Company

Read bio
A speaker photo for Christy Lukach

Christy Lukach

Chief Compliance Officer and Managing Director, Finance, Brightstar Capital Partners

Read bio
A speaker photo for Jennifer  Naylor

Jennifer Naylor

CFO, Sandbox Industries

Read bio
A speaker photo for Shanna Otto

Shanna Otto

Chief Financial Officer

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A speaker photo for Brad West

Brad West

Partner, Chief Operating Officer and General Counsel, Pritzker Private Capital

Read bio
A speaker photo for Karla  Lombardi, CPA

Karla Lombardi, CPA

Controller

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A speaker photo for Shari  Huisman

Shari Huisman

Senior Director, Chief Accounting Officer, Thoma Bravo

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09:45 - 11:15

Rotations 1-3

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, attendees will rotate to different tables to ensure they participate in each roundtable discussion.

11:15 - 11:45

Networking Break

11:15 - 13:15

Rotations 4-6

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, attendees will rotate to different tables to ensure they participate in each roundtable discussion.

13:15 - 14:15

Networking Lunch Break

14:15 - 15:15

Rotations 7-8

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, attendees will rotate to different tables to ensure they participate in each roundtable discussion.

Interactive panels with peer-to-peer workshops
15:20 - 16:05

Track A | Determining attainable approaches to scaling firms

Steve Mlynar

More interactive than traditional panel discussions, these sessions start with a 20-minute panel discussion followed by a 25-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

  • Exploring the CFO’s role in firm-wide growth
  • The importance for team-wide collaboration and sharing as firms expand
  • Leveraging in-house data as a tool for expansion
  • Considerations for growth based on various parameters (number of funds, AUM, strategies, industries, etc.)
  • Approaches to structuring teams for expansion
  • Building the best technology stack to carry firms forward

Panelists:
LeAnn Kilarski, Chief Operating Officer, Entrepreneurial Equity Partners
Matt Norris, Chief Financial Officer & Chief Compliance Officer, The Edgewater Funds
Steve Mlynar, Chief Financial Officer, Stonepeak

A speaker photo for Steve Mlynar

Steve Mlynar

Chief Financial Officer, Stonepeak

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15:15 - 15:45

Track B | Fortifying relationships with LPs post-fundraise

Isaac Strulowitz

More interactive than traditional panel discussions, these sessions start with a 20-minute panel discussion followed by a 25-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

  • The increase of LP communication for finance and operations teams
    • How are teams responding to evolving requests and needs of their investors while simultaneously attending to other tasks?
    • Conveying ongoing fiduciary responsibilities to your investors (i.e., reporting and due diligence) from the back/middle office
    • What are firms doing to increase levels of touchpoints (formally and informally)?
  • Developing more formalized approaches and tactics to working with investors across the firm
  • Using services/programs like aggregation services to assist firms with maintaining existing relationships

Panelists:
John Hamilton, Chief Operating Officer, Turning Rock Partners
Marcy Marshall, Chief Financial Officer, Arboretum Ventures
Isaac Strulowitz, Partner and Chief Financial Officer, CoVenture Management

A speaker photo for Isaac Strulowitz

Isaac Strulowitz

Partner and Chief Financial Officer, CoVenture Management

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Networking break
16:05 - 16:20

Networking break

Think Tanks
16:20 - 17:05

Think tank A (GP only) | Examining approaches to outsourcing

MaryJane Pempek

Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

  • What services/tasks are taking internal teams and roles the most time?
  • Relationship responsibilities
    • Developing a good repour with your providers
    • Coordinating internal and external priorities
    • What does it take to have a successful implementation?
  • Overseeing the process of ending relationships with partners and beginning new ones
  • Facing regulatory concerns regarding third-party providers?
  • Is co-sourcing another optimal solution to assist with back/middle office responsibilities?

Facilitator:
MaryJane Pempek, Partner, Chief Financial Officer & Chief Compliance Officer, Twin Bridge Capital Partners

A speaker photo for MaryJane Pempek

MaryJane Pempek

Partner & CFO, Twin Bridge Capital Partners

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16:20 - 17:05

Think Tank B (GP only) | Managing your management company

Andrew W. Petri

Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

  • Aligning firm revenue while addressing various expenses
  • How are firms getting equity in the door?
  • Staying relevant: Implementing newer fund/cash methods (NAV loans/sublines, GP facilities, secondaries fund facilities, etc.)
  • Understanding the impacts of fund mechanics and terms
  • Paying your employees: how are salaries corresponding to today’s market?
  • Budgeting for various services and software as workloads increase

Facilitator:
Andrew Petri, Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners

A speaker photo for Andrew W. Petri

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.

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End of conference
17:05 - 18:30

Cocktail reception and end of roundup

Speakers

Contact Nikki Gale nikki.g@pei.group for speaking opportunities in 2024.

Julie Bender

Vice President, Chief Financial Officer and Chief Compliance Officer, Frontenac Company

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

John Hamilton

Chief Operating Officer, Turning Rock Partners

Shari Huisman

Senior Director, Chief Accounting Officer, Thoma Bravo

Aileen Keaney

Chief Financial Officer, Ethos Capital

Monica Kelsey

Chief Financial Officer, Antares Capital

Mike Kurlander

Partner & Chief Financial Officer, Adams Street Partners

Karla Lombardi, CPA

Controller, InCommercial Inc

Christy Lukach

Chief Compliance Officer and Managing Director, Finance, Brightstar Capital Partners

Marcy Marshall

Chief Financial Officer, Arboretum Ventures

Steve Mlynar

Chief Financial Officer, Stonepeak

Jennifer Naylor

CFO, Sandbox Industries

Matt Norris

Senior Partner, Chief Financial Officer & Chief Compliance Officer, The Edgewater Funds

Shanna Otto

Chief Financial Officer, Promus Holdings

MaryJane Pempek

Partner & CFO, Twin Bridge Capital Partners

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.

Aaron Simkovich

Managing Director & Chief Financial Officer, Maranon Capital

Roy E. Sroka

Partner, Chief Financial Officer and Chief Compliance Officer, Wynnchurch Capital, LLC

Isaac Strulowitz

Partner and Chief Financial Officer, CoVenture Management

Doug VanDegrift

Chief Financial Officer and Chief Compliance Officer, Linden Capital Partners

Brad West

Partner, Chief Operating Officer and General Counsel, Pritzker Private Capital

Connect with a community of CFOs, COOs and senior finance executives

The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.

Where CFOs, COOs and CCOs connect, learn and grow

Drive success through the Network

The Private Funds CFO Network provides senior finance, operations, and compliance professionals in private markets an exclusive hub to connect, learn, and grow year-round.

By joining the Network, you’ll gain access to a community of peers actively seeking solutions to shared challenges, along with our year-round series of networking events, regular peer meetups, and monthly meetings led by industry experts, providing opportunities to earn CPE credits.

Got questions? Our membership team is here to help!

Talk to our membership team

The Roundup is included in the membership, alongside:

Monthly meetings

From risk management to AI and automation, members can catch up on timely topics every month with peers.

Member Circles

Connect with like-minded peers in your field, such as Women, Emerging Managers, Venture Capital and more.

Executive Coaching

The Network offers five free hours of virtual executive coaching with our vetted coaches.

Think Tanks

Extend the in-depth discussion of monthly meetings, or ad-hoc topics need to be discussed.

In-person meetups

Local members gather regularly to catch up and connect.

Earn CPE credits

The Network offers 20+ CPE credits throughout the year.

Current members include:

Over 300 members are actively building valuable relationships and sharing their challenges with peers.
AEA Investments
Audax Group
Ares Management
Asia Alternatives
Ariel Investments
Bain Capital
British Columbia Investment Management
Carlyle
Centerbridge
EIG Global Energy Partners
Franklin Park
Genstar Capital
GID Investment Advisors
Goldman Sachs
H.I.G. Capital
Hamilton Lane
Harbourvest Partners
JP Morgan Chase & Co.
Level 5 Capital Partners
Madison Dearborn Partners
Marlin Equity Partners
Morgan Stanley
Neuberger Berman
Patria Investments
PIMCO
Providence Equity Partners
Quad-C Management
River Cities Capital Funds
Structured Capital & Credit
Thoma Bravo
Thomas H. Lee Partners
Trilantic Capital Management
Whitehorse Liquidity Partners

Venue and hotel


JW Marriot Chicago
151 W Adams St,
Chicago, IL 60603

All conference sessions will take place at the JW Marriot Chicago.

We’ve reserved a room block for attendees. Please book your room by Wednesday, May 15.

Book a room