Connect with your PE & VC CFO and COO peers

Join your peers on September 22-23 at the premier event for the private equity and venture capital community, the inaugural CFOs & COOs Fall Forum.

The event builds on a eighteen-year legacy of providing invaluable industry insights, expert opinions, best practices and proven solutions for redefining the CFO role.

As finance and operations executives navigate the current climate, we’ll cover timely and relevant topics that are of importance to CFOs and COOs today.

 

Key sessions for finance professionals

Think Tanks – these closed-door, interactive group discussions promote an open dialogue to answer your most pressing questions and solve challenges facing your firm.

Breakout sessions – craft a personalized agenda of sessions most applicable for improving the finance and operations at your firm.

Keynote interviews – industry leaders clear their schedules for in-depth and engaging conversations that assess and raise awareness of industry trends, challenges and solutions.

Networking – participate in invaluable peer-to-peer conversations on our platform with leading CFOs, COOs, and senior finance executives.

Connect with your peers.

Connect with a community of CFOs, COOs, and senior finance executives in networking sessions and small group meetings.

Hear from the leaders in private equity.

The Forum’s authoritative speaking faculty will share key information that will impact processes and practices within the firm.

Save time building your network.

Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.

 

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

What our attendees say about CFO & COO Forums

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…

Read full testimonial

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.

Now part of CFO All Access:

Only CFO All Access members can attend the 2021 virtual CFOs & COOs Fall Forum. Become a member today and receive access to a whole year of peer-to-peer networking, Forums and targeted Deep Dives. See the full schedule below and click an activity for more information.

Please note annual agenda is subject to change

Pre-Event Resources

Showcase your thought leadership to Forum attendees

The Forum will offer a unique opportunity for organizations to raise their profile by meeting with an exclusive community of private equity senior professionals across two days of sessions.

For exclusive sponsorship packages for 2021, contact Cristiana Crocco at cristiana.c@peimedia.com call +1 646 921 0923.

2021 Speakers

For speaking opportunities, contact Shamara Ray at shamara.r@peimedia.com or call +1 212 633 1453.

Giorgio S. Boero

Chief Financial Officer, Mereo Capital Partners, LLC

Giorgio Boero is currently the CFO/COO of Mereo Capital Partners, a Private Equity Fund manager operating in the US middle market. In his current position, he was responsible for designing and implementing the financial and operational environments,… Read full bio

Blinn Cirella

CFO, Saw Mill Capital

Blinn joined Saw Mill in 2006 where she manages the financial administration of the firm and its back office, including LP reporting, accounting, and audit and tax preparation. Prior to joining Saw Mill, Blinn was a Director at Bisys Private Equity S… Read full bio

Chester R. Dawes

COO & CFO, Melody Investment Advisors LP

Chester R. Dawes is the Chief Operating Officer and Chief Financial Officer of Melody Investment Advisors. Mr. Dawes has over 25 years’ experience in financial services and industrial companies focused on operational finance, process improvement and… Read full bio

Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

Mark Feirman, CPA is Partner and CFO at Cross Rapids Capital LP, a mid-market Private Equity and special situations firm launched in 2020. He is responsible for all operational matters of the firm, including Finance, IT, HR, Compliance and Office Adm… Read full bio

Randy Guttman

General Partner & Head of Operations, JMI Equity

Randy oversees JMI’s firm operations. Prior to joining JMI in 2007, Randy was a senior associate in the assurance and advisory business services practice of EY. He is a board member of the Washington, D.C. & Baltimore chapter of the Private Equit… Read full bio

Rich Herrick, CPA, CVA

Chief Financial Officer, NextGen Growth Partners, LLC

Bio coming soon...

Jeremiah J. Loeffler

COO – Credit, Crestline Investors, Inc.

Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on s… Read full bio

Marc Miele

Director - Finance and Operations, American Family Ventures

Marc leads AmFam Ventures financial and operational activities for the firm's various venture funds. He manages all fund compliance, accounting, administration, performance reporting, and transaction management. In addition to the financial needs of… Read full bio

Patty Nykodym

Chief Financial Officer and Chief Compliance Officer, FFL Partners

Patty Nykodym joined FFL as Chief Financial Officer in 2008. Patty manages all aspects of FFL’s accounting, tax, financial management, and reporting. She also serves as Chief Compliance Officer overseeing legal and regulatory compliance functions for… Read full bio

Chase Paxton

Director of Finance & Valuations, NGP Energy Capital Management

Mr. Paxton joined NGP in 2013 and serves as the Director of Finance & Valuations. In his role, Mr. Paxton is involved in several areas of the firm’s operations including investor, financial and management reporting, portfolio and investment valua… Read full bio

Sara Shackelford

Chief Financial Officer, Canapi Ventures

With over fifteen years’ experience in the Private Equity field, Sara Shackelford serves as the Chief Financial Officer of Canapi Ventures. Prior to joining Canapi, Sara was the Controller at Updata Partners, a D.C. based growth equity fund where she… Read full bio

Year-round networking for private equity CFOs and COOs

The inaugural CFOs & COOs Fall Forum will take place virtually on our industry-leading platform.

Connect with your CFO and COO peers, get maximum visibility for your firm, and maintain relationships across the industry.

Attendance at the Forum is now exclusive to CFO All Access – our new industry-leading CFO and COO community. Request a trial to see how, in addition to attendance at the CFOs & COOs Fall Forum, membership can help expand your network.


Meet 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 with your peers.

Connect with a community of CFOs, COOs, and senior finance executives in networking sessions and small group meetings.

Hear from the leaders in private equity.

The Forum’s authoritative speaking faculty will share key information that will impact processes and practices within the firm.

Save time building your network.

Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.

 

What our attendees are saying about CFOs & COOs 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…

Read full testimonial

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.

CFOs & COOs Fall Forum attendees get more:

By attending the CFOs & COOs Fall Forum you will join the most influential CFOs and COOs community. Membership will give you:

  • Access to the CFOs & COOs Fall Forum
  • Access to all of PEI’s CFO events (both virtual and in-person)
  • Access to the member directory
  • Frequent virtual and in-person networking opportunities
  • And much more …

2021 Agenda

CFO Fall Forum Agenda

View the agenda to see the timely and relevant topics that are of importance to CFOs and COOs today. These topics will shape the discussions at the CFOs & COOs Fall Forum

If you are interested in a speaking role, please contact Shamara Ray, Program Manager at shamara.r@peimedia.com

All times are listed in Eastern Time (ET)

Download agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 22nd

PEI welcome
10:25 - 10:30

PEI welcome

Plenary session I
10:30 - 11:20

Analyzing how the economic climate, new administration and pandemic have impacted PE and VC

  • The future of supply and demand: will there be enough deals?
  • Assessing the solvency of PE firms
  • Exploring special financial structures and the role of secondaries
  • What’s the new normal? Has your office dynamic or how you manage talent changed?
  • Lessons learned and how to manage crises in the future
Morning break
11:20 - 11:35

Morning break

Plenary sessions II
11:35 - 12:25

Fundraising practices and investor relations in a hybrid environment

  • CFO role in a fundraise—what’s changed and where is it headed?
  • How can the CFO add the most value during fundraising?
  • Track record guidelines to present in fundraising
  • Use of placement agents, the terms and pain points
  • What is a typical “pre-marketing” period prior to launching a new fund?
  • What role do CFOs play in finding potential LPs?
  • Establishing a successful dynamic between CFO/COO, GC, IR/Communications and partners for internal and external fundraising strategies
  • Buyside perspective around fundraising
  • AML procedures on LP investors in a fund – what are GPs doing?
  • Will your firm retain a virtual component to the fundraise process?
12:30 - 13:20

Navigating the current tax environment

  • Tax update from a macro perspective
  • Status check: examining the implications of the Tax Cuts and Jobs Acts
  • PE tax reform changes and the impact on interest tripping rules and bonus depreciation
  • Effectively managing tax issues at the portfolio level that flow up to the firm
  • Best practices for managing tax reporting process, flow and timeline
  • Assessing the carry rule and 3-year holding period
  • State and local tax update
  • Choice of entity: C-Corp vs flow-through
  • Examining the corporate rate and what may change with sunset legislation?
  • Assisting the deal team with potential or scheduled changes in the legislation
Lunch break
13:20 - 13:50

Lunch break

Breakout sessions I
13:50 - 14:40

Track A <$2B AUM | Benchmarking against the industry and comparable firms

• What is a typical ratio of compensation to revenue? Operating statistics? Contribution margins?
• When launching a new strategy, is it acceptable to lose money or break even?
• Do you raise employee perks being offered to retain employees?
• What structures are being used for employee co-investment vehicles that may preclude individuals from investing under SEC rules? Is leverage offered?

13:50 - 14:40

Track B $2B - $10B AUM | Innovative technology deployment and use in PE/VC firms

  • What processes could benefit from the use of technology?
  • Emerging technologies making advances in data management, cyber risk, ESG and HR
  • Data technology and protection requirements
  • How technology is changing the way portfolio monitoring is conducted
  • Rising threats: putting cyber measures in place to prepare for increasing risks at the firm and portfolio companies
  • New technologies and the hybrid workforce: what does the future state of your firm look like systems-wide?
13:50 - 14:40

Track C > $10B AUM | Strategies to consistently drive operational efficiency at your firm

  • Firm priorities in maximizing operational efficiency
  • Assessing the operational elements that need to be tackled as the firm changes
  • How firms are improving finance teams
  • Incorporating value creation initiatives to drive efficiency
  • Deciding what from an operational perspective can and should be outsourced
  • Identifying where to invest in systems and/or people
  • Technologies aiding in enhanced operations
Q&A sessions I
14:45 - 15:00

Q&A for track A | Benchmarking panel

14:45 - 15:00

Q&A for track B | Technology panel

14:45 - 15:00

Q&A for track C | Operational efficiency panel

Breakout sessions II
15:05 - 15:55

Track A | Making a call on outsourcing firm function

  • Taking stock of firm requirements and internal resources
  • Is outsourcing operations and standard in-house functions a viable option?
  • Exploring whether to utilize outsourced fund administrators
  • Benefits and risks of outsourcing finance roles vs cultivating an in-house finance team
  • Deciding what to keep in-house or to outsource
  • Making a determination on outsourcing financial reporting
  • Ensuring third-party due diligence
15:05 - 15:55

Track B | What should be on your compliance and regulation radar?

  • Taking a strategic approach to compliance and regulation within the firm
  • What to expect during an SEC exam
  • Implementing a process to ensure better data and reporting
  • Dissecting the new marketing rule
  • Cybersecurity policies and risk mitigation
  • What the SEC is looking at with expense allocation, valuation and conflicts
  • Regulation on the horizon: crypto, capital gains tax and carried interest
15:05 - 15:55

Track C | Industry developments: tax and legal structuring of secondary transactions

  • An examination of secondary transactions in the market
  • How to take the firm and fund through the secondary process
  • Making the process more streamlined, pain points and lessons learned
  • Navigating the conflicts
  • LP appetite in making commitments in secondary funds
  • Secondary market and liquidity: how it plays a role in product structures
  • Secondaries market in private credit
  • Conducting secondary market valuations-how they differ
Q&A sessions II
16:00 - 16:15

Q&A for track A | Outsourcing panel

16:00 - 16:15

Q&A for track B | Compliance panel

16:00 - 16:15

Q&A for track C | Secondary panel

Afternoon break
16:15 - 16:30

Afternoon break

Plenary session III
16:30 - 17:20

Carry structuring and allocation approaches—an analysis of the tactics and models

  • Evaluating different types of carry currently being used across funds
  • How innovative plans work and methods for creating an ideal one for your firm
  • Assessing preferred return and type of waterfall
  • Creative carried interest solutions – in the LPA and internally in the firm
  • Carried interest and compensation: how do you compensate your employees?
  • Tax strategies for carried interest
17:25 - 18:00

Keynote Interview

End of day one
18:00 - 18:00

End of day one

Agenda

Day 2 - Thursday 23rd

CFOs and COOs Think Tank (invite only)
10:00 - 11:00

CFOs and COOs Think Tank (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.

Plenary session I
11:05 - 11:55

Surveying valuation methodology and metrics

  • Key considerations in revaluing assets
  • Is the CFO responsible for valuation or the deal team?
  • Making a case for having a separate valuation team within the firm—does size matter?
  • Unraveling the dynamics of valuation committees: dealing with governance and voting, conflict and varied points of view, and remediation strategies
  • Weighted average cost of capital: how the metric is put together
  • What are the best practices all firms should be implementing in valuing assets?
Think tanks
12:00 - 12:50

Track A <$5B AUM | Optimizing management company operations

  • The evolution of running a management company
  • Effective strategies for dealing with audit
  • Best practices for handling tracking
12:00 - 12:50

Track B >$6B AUM | Optimizing management company operations

  • The evolution of running a management company
  • Effective strategies for dealing with audit
  • Best practices for handling tracking
Lunch break
12:50 - 13:20

Lunch break

Plenary sessions II
13:20 - 14:10

Implementing an effectual process to approach and deal with ESG and diversity

  • How diversity, inclusion and ESG are merging into one large initiative
  • Evaluating the importance of a diversity and inclusion committee
  • Creating a D&I subcommittee within ESG
  • Addressing the pressure from investors, especially European, to implement ESG policies
  • Common ESG issues and practical solutions
  • Is your firm meeting the level of ESG diligence occurring within the industry?
  • Responding to LP demands for more information about diversity at the firm
  • Taking qualitative steps to become more diverse and inclusive
  • Best practices for managing a hiring process
  • How do you get buy-in from your entire organization to broaden the identity of your workplace?
  • Portfolio company requirements around ESG and how to monitor it
14:15 - 15:05

How firms are utilizing credit lines and managing capital calls in the current market

  • Size of subscription lines relative to fund size
  • What is the duration of borrowing permitted?
  • Assessing which banks are good/bad/ideal to work with on subscription credit facilities
  • Becoming more customized to respond to LP credit line demands
  • Use of credit lines and its impact on performance
  • The pros and cons of how large fund vs. smaller fund subscription lenders are behaving
  • What are UBTI concerns and how is it evolving?
End of conference
15:05 - 15:05

End of conference

Cocktails in the park

Disconnect from a virtual world and plan to re-connect with CFO and COO colleagues for Cocktails in the Park. The private equity CFOs and COOs community will gather in a relaxed environment to catch-up with one another and enjoy a much-needed networking reception.

Following the virtual CFOs & COOs Fall Forum you’ll be able to join your peers for conversation and cocktails on Thursday, September 23 at 5:00-7:00 PM ET on the rooftop at Bryant Park Grill.

You must be a CFO All Access member to attend this event. Space is limited, register today.

Bryant Park Grill
25 W 40th St, New York, NY 10018