Private Funds
CFO
Network
CFO
Network
West Coast Forum
20 - 21 September 2023,
Marriott Union Square, San Francisco, CA
Shape the future for private fund CFOs and COOs
The Private Funds CFO Network’s West Coast Forum returns to San Francisco this September 20-21.
The Forum will connect you with private funds finance and operational leaders on the West Coast to discuss key topics that impact CFO and COO roles and build valuable relationships.
Buy your Private Funds CFO Network membership today and join us at the West Coast Forum this September.
Bring your team of senior executives and save | CPE credits available
Why West Coast Forum?
Expand your network with West Coast peers
Connect with the elite crowd of private fund CFOs and COOs in designated networking sessions and small group meetings to discuss common challenges and best solutions that help improve finance and operations efficiency.
Understand what matters most to your role
Gain actionable insight at sessions targeted to your firm size and role. Join senior finance and operations professionals to explore the best solutions that talk directly to your unique circumstances.
Year-round intelligence and networking
Secure your Private Funds CFO Network membership to attend the West Coast Forum and stay connected year-round with peers you meet at the conference. Learn more.
2023 agenda highlights
The 2023 agenda was built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provide relevant information to impact processes and practices within firms, such as:
- Maintaining LP relationships: how to fundraise when you’re not fundraising
- Assembling a robust technology infrastructure
- The dynamic challenges of fund finance amidst bank turmoil and a high interest rate environment
- How to seize opportunities when the labor market opens up
- Managing through growth & scaling firm operations
2023 Featured speakers
2022 attendees included:
What our attendees say about the West Coast Forum
Kristine O'Connor
Franklin Park
The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…
Joseph Riley
Psilos Group
This is the premier event for CFOs and COOs in private equity. I love the ability to see/hear peers and industry leaders in one event
Jesse M Burwell
RLJ Equity Partners LLC
The event is great for networking and discussing and discovering best practices for PE CFOs.
Kristine O'Connor
Franklin Park
The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample networking opportunities!
2023 Agenda
Download the agenda to see the timely and relevant topics that will be covered at this year’s Forum.
What’s new for 2023?
- “CFO as a strategic visionary” keynote panel: featuring influential CFOs discussing how you can drive your firm forward
- Breakout sessions by AUM: specialized sessions for CFOs & COOs of firms under $4 billion and over $4 billion AUM for discussions relevant to you
- Focused think tank sessions: dedicated to your addressing your specific needs as an attendee from a private equity or venture capital firm
- Interactive peer-to-peer workshops: hosted on both days to promote active discussion and problem-solving
If you are interested in a speaking role for 2023 please contact contact Kellie Green at kellie.g@pei.group.
View agenda page
Agenda
Day 1 - Wednesday 20th
Registration
08:00 - 08:45
Registration - breakfast
PEI Welcome
08:45 - 08:50
PEI welcome & chairperson's welcome
08:50 - 09:00
Private Fund CFO Membership survey presentation
Keynote interview
09:00 - 09:40
Keynote interview
Plenary session
09:40 - 10:30
Keynote panel - The CFO as a strategic visionary
Cesar Estrada,
Lauren Dillard,
Chris Iorillo
- Working in tandem with the CEO to understand of the factors that impact firm strategy
- Ensuring the right financial structures and processes are in place to support the firms strategic vision
- Providing appropriate data and financial assessments to support and champion new ideas
- Suggesting alternative courses of action based on financials and data to when needed
- Being nimble in the face of rapid change
Moderator:
Cesar Estrada, Private Markets Segment Head, Arcesium
Panelists:
Lauren Dillard, Senior Managing Director & Chief Financial Officer, Vista Equity Partners
Chris Iorillo, Chief Financial, Legal & Compliance Officer, Freeman Spogli
Networking coffee break
10:30 - 11:00
Networking coffee break
Plenary sessions
11:00 - 11:50
How to seize opportunities when the labor market opens up
David Ludwig
- What are the relevant labor market trends that you should be keeping an eye on?
- Will tighter credit conditions prompt layoffs?
- Increasing quit rates even as job openings decline
- Do you foresee changes in carry and incentives structures?
- Is this still a key recruitment and retention tool?
Moderator:
David Ludwig, Reginal Director, Americas, EWM Global
12:00 - 12:50
The dynamic challenges of fund finance amidst bank turmoil and a high interest rate environment
Albert C. Tan
- Investor sentiments about financing becoming more expensive and harder to come by
- Are lenders feeling more cautious about issuing debt?
- Access to subscription credit facilities, NAV financing and preferred equity with two large players (SVB and Signature) out.
- Is there concern other providers are next?
- Steps firms/finance teams can take in order to be proactive in future situations
Moderator:
Albert Tan, Partner and Co-Head of Fund Finance, Haynes Boone
Networking luncheon
12:50 - 13:50
Networking luncheon
Breakout series I
14:00 - 14:50
Track A | Maintaining LP relationships: How to fundraise when you're not fundraising
Adam Childers,
Eva Kiefer,
Tom Pierce
- How has CFO/COO involvement in the fundraising and investor relations evolved over the last several years
- Relationship management and staying involved with your investors
- Managing LP requests and communicating with current investors
- Scenario modeling
- What’s the role of the CFO in preparing for your next fundraiser?
Panelists:
Adam Childers, Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.
Eva Kiefer, CFO & CCO, Akira Impact
Tom Pierce, Partner, CFO, CCO, Sorenson Capital
14:00 - 14:50
Track B | Data management: sharpening insights throughout your fund lifecycle
Chris Sparenberg
- Managing multiple data types and complex data projects
- Efficient ways to manage data collection and stakeholder reporting
- How can you use data to manage workstreams more effectively
- How to leverage data for better decision making as it relates to –
- ESG initiatives
- Portfolio companies
Moderator:
Chris Sparenberg, Director, Commercial Strategy, S&P Global Market Intelligence
Breakout panels with peer-to-peer workshops I
14:50 - 15:10
Panel A | Assembling a robust technology infrastructure for firms <$4B AUM
Ivor van Esch,
Frank Hodas,
Ryan Parker
During this 20-minute panel discussion, our expert speakers will share their experiences with assembling a robust technology infrastructure.
Moderator:
Johnny Minassian, Partner, Withum
Panelists:
Ivor van Esch, CFO & CCO, Knox Lane
Frank Hodas, Senior Vice President – Finance, Paladin Capital Group
Ryan Parker, Chief Financial Officer, Mercato
15:10 - 15:50
Workshop A | Assembling a robust technology infrastructure for firms <$4B AUM
Ivor van Esch,
Frank Hodas,
Ryan Parker
During the workshop the audience will be broken into small groups for peer-to-peer discussions lead by our panelists above. Potential topics during these small group discussions are —
- What are the key drivers for technology adoption at your firm?
- investor expectations, response to new regulatory requirements, market volatility and the need for more data? Others?
- What is the process for getting new technologies approved at smaller firms?
- What types of technologies offer the most ROI for smaller firms?
- What are typical budgets for new technologies at firms <4B AUM
- What types of technologies do you prioritize when you have a limited budget?
- Does your firm use artificial intelligence in any way or are you considering how to implement the use of AI at your firm?
14:50 - 15:10
Panel B | Assembling a robust technology infrastructure for firms >$4B AUM
Tim Buchner ,
Ted Hill
During this 20-minute panel discussion, our expert speakers will share their experiences with assembling a robust technology infrastructure.
Moderator:
Tim Buchner, COO of Alpha for Private Markets, State Street
Panelists:
Ted Hill, General Partner and Chief Administrative Officer, B Capital Group
15:10 - 15:50
Workshop B | Assembling a robust technology infrastructure for firms >$4B AUM
Tim Buchner ,
Ted Hill
During the workshop the audience will be broken into small groups for peer-to-peer discussions lead by our panelists above. Potential topics during these small group discussions are —
- What are the key drivers for technology adoption at your firm?
- investor expectations, response to new regulatory requirements, market volatility and the need for more data? Others?
- What is the process for getting new technologies approved?
- What types of technologies offer the most ROI?
- What are typical budgets for new technologies at firms >4B AUM
- What types of technologies do you prioritize when you have a limited budget?
- Does your firm use artificial intelligence in any way or are you considering how to implement the use of AI at your firm?
Networking coffee break
15:50 - 16:20
Networking coffee break
Think tanks
16:25 - 17:25
PE panel think tank (GP ONLY) | What’s keeping you up at night: Private Equity
Stella Ho
- What are the top issues causing concern for today’s finance and operations executives?
- Talent management, cybersecurity, compliance, and changing SEC regulation, interest rates, etc.
Facilitator:
Stella Ho, Partner, CFO & CCO, LightBay Capital
16:25 - 17:25
VC panel think tank (GP ONLY) | What’s keeping you up at night: Venture Capital
- What are the top issues causing concern for today’s finance and operations executives?
- Talent management, cybersecurity, compliance, and changing SEC regulation, interest rates, etc.
16:25 - 17:25
Service Provider think tank (SP ONLY) | What’s keeping you up at night: Service Providers
- What are the top issues causing concern for today’s finance and operations executives?
- Supporting clients through compliance, and changing SEC regulations
- How can you support your clients during uncertain times?
Cocktail reception
17:30 - 18:30
Cocktail reception and end of day one
Agenda
Day 2 - Thursday 21st
Registration - breakfast
08:00 - 09:15
Registration - breakfast
Think tank
08:40 - 09:25
CFOs and COOs Think Tank (GP ONLY; invite only)
Designed to facilitate candid discussion, this closed-door session for CFOs and COOs targets the issues and challenges impacting your firm. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.
Designed to facilitate candid discussion amongst solution providers supporting the private equity industry, attendees will discuss how they are adapting to the current state of the market and supporting clients though uncertain times.
Opening remarks
09:30 - 09:35
Chairperson's opening remarks
Plenary session
09:35 - 10:15
Opening keynote interview - Managing through growth & scaling firm operations
Fred Ebrahemi
Join us to hear Fred Ebrahemi, Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group discuss his experiences as Clearlake grew from $1B vs. $70B AUM. Fred will share tips for managing through growth, where they struggled as they grew, what he wished he’d know while they were scaling, and what successes he’s most proud of.
Fred Ebrahemi
Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group
Read bio
Breakout panels with peer-to-peer workshops II
10:20 - 10:40
Panel A (< $4B AUM) | Scaling up to 4B
Michaele Gobel,
Brent Kelley,
Kevin Neubauer,
Brianna Wener
During this 20-minute panel discussion, our expert speakers will share their backgrounds and tips and tricks they learned while scaling their own firms
Panelists:
Michaele Gobel, CFO, Equilibrium Capital
Brent Kelley, CFO and CCO, North Hudson Resource Partners
Kevin Neubauer, Partner, Seward & Kissel
Brianna Wener, CFO, Avante Capital Partners
10:40 - 11:20
Workshop A (< $4B AUM) | Scaling up to 4B
Michaele Gobel,
Brent Kelley,
Kevin Neubauer,
Brianna Wener
During the workshop the audience will be broken into small groups for peer-to-peer discussions and the sharing of best practices and common challenges around scaling your firm up to 4B AUM. Potential topics during these small group discussions are —
- How should we be structuring financial processes so we can scale when we’re ready?
- How do you identify the efficiencies at your firm that will foster your ability for continued growth?
- What inefficacies are you finding at your firm and hindering your ability to scale?
- What are the most common hurdles the finance team faces as your firm grows?
- How can the finance team better support the overall growth of the business?
- As your firms grows how do you balance hiring more talent vs outsourcing non-business-essential functions?
- Keeping up with more robust fundraising efforts
- Does/will the use artificial intelligence come into play with your scaling efforts?
- What are some of the common challenges when transitioning from a single fund model to multi-strategy?
10:20 - 10:40
Panel B (> $4B AUM) | Scaling over 4B
Brandon Baudin,
Brent Kelley,
Nina Yoo
During this 20-minute panel discussion, our expert speakers will share their backgrounds and tips and tricks they learned while scaling their own firms
Panelists:
Brandon Baudin, Chief Financial Officer, The Sterling Group
Brent Kelley, CFO and CCO, North Hudson Resource Partners
Nina Yoo, Chief Financial Officer, Fengate Asset Management
10:40 - 11:20
Workshop B (> $4B AUM) | Scaling over 4B
Brandon Baudin,
Brent Kelley,
Nina Yoo
During the workshop the audience will be broken into small groups for peer-to-peer discussions and the sharing of best practices and common challenges around scaling your firm over 4B AUM. Potential topics during these small group discussions are —
- How should we be structuring financial processes so we can scale when we’re ready?
- How do you identify the efficiencies at your firm that will foster your ability for continued growth?
- What inefficacies are you finding at your firm and hindering your ability to scale?
- What are the most common hurdles the finance team faces as your firm grows?
- How can the finance team better support the overall growth of the business?
- As your firms grows how do you balance hiring more talent vs outsourcing non-business-essential functions?
- Keeping up with more robust fundraising efforts
- Does/will the use artificial intelligence come into play with your scaling efforts?
- What are some of the common challenges when transitioning from a single fund model to multi-strategy?
Networking coffee break
11:20 - 11:50
Networking coffee break
Breakout series II
11:50 - 12:40
Track A: Private Equity | The CFO & COO role in supporting private equity portfolio companies
Carolyn Campbell,
Kelly Cornelis,
Michele Reing
- How can CFOs and COOs add value on the portfolio company level when it comes to –
- Creating a financial plan that will carry the business through future growth stages
- Improving portfolio company gross margins without sacrificing value
- Enhancing procurement strategies, negotiating with vendors, service providers, group purchasing, etc.
- Implementing systems and tracking metrics that are critical for establishing valuations
Moderator:
Chris Aronis, Chief Revenue Officer, Drawbridge
Panelists:
Carolyn Campbell, COO, ECP Private Equity
Kelly Cornelis, Partner & Chief Operating Officer, Lasalle Capital
Michele Reing, CFO, COO & CCO, LongRange Capital
11:50 - 12:40
Track B: Venture Capital | The CFO & COO role in supporting venture capital portfolio companies
Katherine C. Gomer
- How can CFOs and COOs add value on the portfolio company level when it comes to –
- Creating a financial plan that will carry the business through future growth stages
- Improving portfolio company gross margins without sacrificing value
- Enhancing procurement strategies, negotiating with vendors, service providers, group purchasing, etc.
- Implementing systems and tracking metrics that are critical for establishing valuations
Panelists:
Katherine Gomer, Chief Operating Officer, Maverick Ventures
Plenary session
12:45 - 13:35
Cash & Risk Management: Lessons learned from a global pandemic and banking collapses
Jackie Dao,
Matt Whelan,
Bessie Wu
- What have been your experiences with the SVB’s collapse and its ripple effect?
- What’s your current thinking on sufficient cash reserves and agile cash flow management strategies?
- Movement to larger banks and money market funds – long term trend or temporary strategy?
- What are your comprehensive risk management strategies?
- What have you learned these past few years about how you can pivot and adapt?
Speakers:
Jackie Dao, CFO, Reach Capital
Matt Whelan, CFO & Managing Director, Finance Group, Gryphon Investors
Bessie Wu, CFO and CCO, NewView Capital
Luncheon and end of conference
13:35 - 13:40
Chairperson's closing remarks
13:45 - 14:45
Luncheon and end of conference
Pre-Event Resources
2023 Speakers
Contact Kellie Green at kellie.g@pei.group or call + 1 646 921 2557 | ext 205 for speaking opportunities.
Brandon Baudin
Chief Financial Officer, The Sterling Group
Brandon joined Sterling in 2018 as Chief Financial Officer. He is responsible for all financial management aspects of the firm, as well as advising the firm’s portfolio company CFOs on certain financial issues and transactions. Previously, Brandon wa… Read full bio
Tim Buchner
COO of Alpha for Private Markets, State Street
Tim Buchner is co-founder of Mercatus and COO of State Street Alpha for Private Markets. During his 20+ year career, Tim has helped both start-up and public companies to disrupt and create new markets and drive profitable growth, with leadership role… Read full bio
Carolyn Campbell
Managing Partner and COO, Emerging Capital Partners
Carolyn Campbell is an experienced executive and board director with over 25 years of investing in tech-enabled energy, financial services, and consumer/logistics businesses. Ms. Campbell is a managing partner of Emerging Capital Partners (ECP), a pr… Read full bio
Adam Childers
Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.
Adam Childers joined Quad-C Management in 2022 as the Chief Financial Officer and Chief Compliance Officer and is responsible for managing Quad-C's financial operations including fund administration, accounting and financial reporting, tax, financial… Read full bio
Kelly Cornelis
Partner and Chief Operating Officer, LaSalle Capital
Ms. Cornelis is a Partner and Chief Operating Officer at LaSalle Capital, a leading lower middle market buyout fund, and has been with the firm since 2005. Kelly is responsible for deal sourcing and execution, financial operations, portfolio manageme… Read full bio
Jackie Dao
CFO, Reach Capital
Jackie Dao, CPA joined Reach Capital as CFO in March 2021. Jackie manages all non-investment functions of the firm and its funds, spanning fundraising, treasury, portfolio valuations, investor relations, and annual tax/audit processes. She also overs… Read full bio
Lauren Dillard
Chief Financial Officer, Vista Equity Partners
Lauren Dillard is the Chief Financial Officer at Vista Equity Partners, a global asset manager with more than $95 billion in assets under management. Lauren serves as a member of Vista’s Executive Committee and sits on the firm’s Private Equity Manag… Read full bio
Jessica Duran
Managing Director, Chief Financial Officer, TSG Consumer Partners
Jessica Duran is the Managing Director and Chief Financial Officer at TSG Consumer Partners, a San-Francisco based private equity firm which focuses exclusively on the branded consumer sector. Ms. Duran joined TSG from Deloitte, LLP where she was a p… Read full bio
Fred Ebrahemi
Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group
Fred Ebrahemi is a Partner, Chief Operating Officer & General Counsel at Clearlake Capital. Clearlake is an investment firm operating integrated businesses across private equity, credit, and other related strategies. With a sector-focused approac… Read full bio
Cesar Estrada
Private Markets Segment Head, Arcesium
Cesar Estrada is the Private Markets Segment Head at Arcesium, a financial technology providing data-centric cloud-based solutions to alternative investment managers. Previously Mr. Estrada was Senior Managing Director and Alternatives Segment Head f… Read full bio
Ivor van Esch
CFO and CCO, Knox Lane
Ivor van Esch serves as Chief Financial and Compliance Officer at Knox Lane where he focuses on the firm’s finance, compliance, operations, portfolio monitoring, and ESG functions. Before joining Knox Lane, Mr. van Esch served as Head of Investment O… Read full bio
Michaele Gobel
CFO, Equilibrium Capital
As Equilibrium’s Chief Financial Officer, Michaele Gobel is responsible for all the company’s financial operations functions, including planning and analysis, accounting, audit, tax, treasury, and corporate finance. She is also responsible for the fi… Read full bio
Katherine C. Gomer
Chief Operating Officer, Maverick Ventures
Ms. Gomer serves as Chief Operating Officer of Maverick Ventures. Prior to joining Maverick in 2022, she was an attorney at Sidley Austin LLP specializing in private investments and M&A for fund sponsors and their portfolio companies. Spending ne… Read full bio
Ted Hill
General Partner and Chief Administrative Officer, B Capital Group
Ted Hill is a General Partner at B Capital with the joint role of Chief Administrative Officer and Chief Operating Officer of the Americas. He is responsible for leading the talented teams in Finance, Legal, Technology, and the Executive Program Mana… Read full bio
Stella Ho
Partner, CFO & CCO, LightBay Capital
Stella Ho is a Partner at LightBay and serves as CFO and CCO, with responsibilities including accounting and finance, compliance, information technology, and human resources. Ms. Ho has over 20 years of experience in the financial services industry.… Read full bio
Frank Hodas
Senior Vice President – Finance, Paladin Capital Group
Frank Hodas has worked with Paladin Capital Group since 2005 scaling the operations team as the firm has grown and expanded. He is responsible for overseeing all accounting, reporting, and fund administration functions for the firm and its affiliates… Read full bio
Chris Iorillo
Chief Financial, Legal & Compliance Officer, Freeman Spogli
Chris Iorillo joined Freeman Spogli in 2021 and serves as the firm’s Chief Financial, Legal and Compliance Officer. Prior to joining the Firm, Mr. Iorillo served in a number of financial and legal capacities at Platinum Equity, Variant Equity and Cou… Read full bio
Brent Kelley
CFO and CCO, North Hudson Resource Partners
Brent Kelley is the Chief Financial Officer and Chief Compliance Officer of North Hudson and has 13 years of private equity and energy experience. Prior to joining North Hudson, Mr. Kelley was the Controller at White Deer Energy, a private equity fir… Read full bio
David Ludwig
Regional Director, Americas, EWM Global
Dave is a Regional Director in the Americas for EWM Global, responsible for digitally transforming the carried interest, co-investment, carry waterfall calculation, deferred cash and equity compensation plan experience for private capital firms, bank… Read full bio
Kevin Neubauer
Partner, Seward & Kissel
Kevin Neubauer is a partner in the Investment Management Group at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, including private equity funds, hedge funds, f… Read full bio
Ryan Parker
Chief Financial Officer, Mercato
Ryan Parker is the Chief Financial Officer at Mercato Partners, a multi-strategy investment firm that pursues investments in rapidly expanding technology, branded consumer, and food and beverage companies. Ryan has been with Mercato Partners since 20… Read full bio
Michele Reing
CFO, COO & CCO, LongRange Capital
Michele Reing joined LongRange in 2020 as Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer. Ms. Reing is a member of LongRange’ s Investment Committee, Valuation Committee, Management & Compliance Committee and the T… Read full bio
Chris Sparenberg
Director, Commercial Strategy, S&P Global Market Intelligence
In his role as Director, Commercial Strategy, Chris is responsible for go-to-market, new software and data offerings, and strategic partnerships at S&P Global. Chris spent 5 years at Cambridge Associates in portfolio monitoring and quantitative d… Read full bio
Albert C. Tan
Partner and Co-Head of Fund Finance, Haynes Boone
Albert Tan is a Partner and Co-Head of the Fund Finance Practice Group with Haynes and Boone, LLP. Additionally, he serves as a member of the firm’s (i) Executive Committee, (ii) Board of Directors and (iii) Partners Compensation Committee. He previo… Read full bio
Brianna Wener
CFO, Avante Capital Partners
Brianna Wener is the Chief Financial Officer of Avante Capital Partners. Based in Florida, Ms. Wener is responsible for the accounting and financial reporting of the firm. Ms. Wener has over 17 years of experience in financial reporting and accountin… Read full bio
Matt Whelan
CFO & Managing Director, Finance Group, Gryphon Investors
Matt Whelan joined Gryphon in 2020. In his role, Mr. Whelan oversees Gryphon’s finance and accounting activities. Prior to joining Gryphon, Mr. Whelan served as the CFO and CCO of Brentwood Associates, a Los Angeles based middle-market private equity… Read full bio
Bessie Wu
CFO and CCO, NewView Capital
Bessie is the Chief Financial Officer and Chief Compliance Officer at NewView Capital. She’s a seasoned financial executive, with expertise in financial reporting, finance operations, and regulatory compliance. At NewView Capital, Bessie acts as the… Read full bio
Nina Yoo
Chief Financial Officer, Fengate Asset Management
Nina Yoo is the Chief Financial Officer of Fengate. She has more than 15 years in the asset management and finance industry. She joined the firm’s infrastructure business in 2009 and progressed into more senior roles throughout the organization until… Read full bio
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 successful CFOs and COOs connect
Better connections at the West Coast Forum
As a member of the Private Funds CFO Network, your networking experience will not stop after the West Coast Forum.
Members can connect with peers throughout the year, set up pre-meetings with those attending the West Coast Forum, meet in-person on the day, or pick up a conversation after the conference. The Network also provides opportunity for extra CPE credits for you and your team across the year.
Knowledge
Stay ahead of industry-wide issues with monthly webinars and virtual think tanks covering the most pressing subjects that CFOs, COOs and their teams face today (CPE credits available).
Connection
Find and connect with like-minded professionals facing similar challenges at our events and through our private network platform only available to members.
Events
Join in-person events and listen to the industry’s best keynote speakers, engage in working groups, think tanks, and much more. Members receive an exclusive rate for our in-person events.
Marriott Union Square
480 Sutter St.
San Francisco, CA, 94108
All conference sessions will take place at the Marriott Union Square. We are offering hotel rooms with a discount.