Join a series of interactive discussions with PE CFOs & COOs

The CFOs & COOs Fall Roundup is a one-day virtual event for private equity finance and operations executives to benchmark against their peers and create conversations about strategically navigating new challenges caused by the pandemic.

The Roundup will provide vital peer insight, feedback and allow for in-depth conversations on issues impacting firms and portfolio companies presently and highlight what is to be expected as the industry moves toward a new normal.

Connect with your peers on how they are addressing a wide variety of topics including:

  • ESG integration
  • Compliance & SEC matters
  • The evolution of the role of CFO and COO
  • Data management: efficiency and transparency
  • Due diligence in LP communication
  • Tax changes
  • Technology implementation
  • Attracting and sourcing talent
  • How PE will continue to grow and scale in the new normal

Key sessions for finance professionals

Roundup sessions – collaborative, strategic and solution driven for attendees to discuss the biggest challenges that are having an impact on their role and responsibilities.

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.

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

Featured fireside chat speaker

Adam Fletcher
Adam Fletcher
Chief Security Officer
Blackstone

Adam Fletcher is a Managing Director in the Technology and Innovations group and Blackstone’s Chief Security Officer. He is responsible for all aspects of cyber and physical security across Blackstone as well as managing a small portfolio of investments in leading early-stage cybersecurity companies.

Prior to his current role, Mr. Fletcher was Blackstone’s Deputy CISO and helped lead an engaged community of cybersecurity professionals across Blackstone’s portfolio of companies. Before joining Blackstone, Mr. Fletcher led the International Security organization for Equifax, coordinating a global security program across 14 countries, each with different business, regulatory, and privacy requirements.

Featured speakers

Build strong connections.

Network with peers in interactive roundup sessions and invite-only think tank discussions from the comfort of your workspace.

Hear from leaders in private equity.

Engage with a community of CFOs & COOs with a unique forum to receive best practices and solution-driven methods.

Connect with your peers.

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

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 Roundups

Great to connect with other CFOs and COOs who are trying to solve the same problems that I am! We had a great networking session on the financing topic at a rou…

Read full testimonial

Great format and strong attention to detail. Considering the alternative for not meeting in person, PEI could not have done a better job with this virtual event…

Read full testimonial

Perfectly timed topics based on the current environment.

Now part of CFO All Access:

Only CFO All Access members can attend the 2021 virtual CFOs & COOs Fall Roundup. 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

2021 Roundup Speakers

For speaking opportunities, contact Nikki Gale at nikki.g@peimedia.com.

Rahul Agarwal

Head of Finance, Lindsay Goldberg

Crystal Andersen

Partner, Deloitte & Touche LLP

Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Alternative Insight

Anca Basturescu

Partner, Accounting, Tax & Operations, Yorktown Partners LLC

James Black

Chief Operating Officer, Allvue

Esana Blank

Chief Compliance Officer, CCMP Capital

Laura Cappiello

Managing Director, Chief Human Resources Officer, Madison Dearborn Partners

Dalen Chow

Head of Commercial Strategy, General Partners, Private Markets, IHS Markit

Ben Collins

Senior Director, Financial Services Industries Marketing, Sage

Eric Coombs

Partner, Grant Thornton

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Kate de Mul

Director, Client Services, KKR

Adam Fletcher

Adam Fletcher

Managing Director Technology and Innovations Group, Chief Security Officer, Blackstone

Greg Fujii

Chief Operating Officer, Backstop Solutions

Michael Koenig

Chief Client Officer, Hamilton Lane

Mike Kubacki

CFO, NewSpring Capital

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Richard Melville

Editorial Director, US, PEI Group

Jennifer Neivert

Director of Operations & Administration, HCAP Partners

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

Drake Paulson

Senior Director, Nasdaq Private Funds

Jarrod Phillips

Chief Financial Officer, Ares Management

John W. Polis

Chief Operating & Technology Officer, Star Mountain Capital

Heramb Ramachandran

Chief Financial Officer, Sciens Capital

Kelly Ramsey Gooch

EVP, Client Relationship Officer, Ultimus LeverPoint

Jennifer Randle

Executive Vice President - Finance and Operations, TCG

Peter Rivera

Chief Financial Officer, Shamrock Capital Advisors

Dan Rochkind

CFO, Lerer Hippeau

Raj Rupani

Head of US Tax, Cinven

David Smolen

Managing Director, General Counsel, Chief Compliance Officer, GI Partners

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

Olibia Stamatoglou

Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC

John Stephens

Partner & Chief Financial Officer, US, Pomona Capital

Ivor van Esch

CFO and CCO, Knox Lane

Dino Verardo

Chief Operating Officer & Chief Financial Officer, Sageview Capital

Paul Vronsky

Chief Operating Officer & General Counsel, BOND

Showcase your thought leadership to Roundup attendees

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

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

Pre-Event Resources

Year-round networking for private equity CFOs and COOs

The CFOs & COOs Fall Roundup 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 Roundup 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 Roundup, 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 Roundup’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 Roundup

Great to connect with other CFOs and COOs who are trying to solve the same problems that I am! We had a great networking session on the financing topic at a rou…

Read full testimonial

Great format and strong attention to detail. Considering the alternative for not meeting in person, PEI could not have done a better job with this virtual event…

Read full testimonial

Perfectly timed topics based on the current environment.

CFOs & COOs Fall Roundup attendees get more:

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

  • Access to the CFOs & COOs Fall Roundup
  • 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

Download the agenda to see the timely and relevant topics that will be covered at the CFOs & COOs Fall Roundup.

If you are interested in a speaking role please contact contact Nikki Gale at nikki.g@peimedia.com.

All times are listed in Eastern Time (ET)

Day 1
View agenda page

Agenda

Day One - Tuesday 16th

10:00 - 10:05

PEI Welcome

Keynote Interview
10:05 - 10:40

Fireside chat - Putting cybersecurity at the forefront of private equity firms

Richard Melville, Adam Fletcher

Moderator:
Rich Melville, Editorial Director, US, PEI

Speaker:
Adam Fletcher, Chief Security Officer, Blackstone

A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
Adam Fletcher

Adam Fletcher

Managing Director Technology and Innovations Group, Chief Security Officer, Blackstone

Read bio
Plenary session
10:45 - 11:30

How the increasing versality of CFOs is driving firm success

Crystal Andersen, Greg Fujii, Jarrod Phillips, Dan Rochkind, Olibia Stamatoglou
  • Assessing CFO influence in moving the firm forward
  • More than finance: strategically navigating the back office, HR, IT, IR, etc.
  • How are CFOs effectively managing their time when working on both firm finance and assisting deal teams?
  • Identifying innovative ways for finance and operations to contribute to the strategic growth of the firm
  • Ensuring a connected and cohesive firm through cross-functional engagement
  • Adopting technology to assist with the increasing demands of the CFO role

Moderator:
Crystal Andersen, Partner, Deloitte

Panelists:
Greg Fujii,
Chief Operating Officer, Backstop Solutions
Jarrod Phillips,
 Chief Financial Officer, Ares Management
Dan Rochkind, CFO, Lerer Hippeau
Olibia Stamatoglou, Chief Financial Officer & Chief Compliance Officer, Victory Park Capital

 

A speaker photo for Crystal Andersen

Crystal Andersen

Partner, Deloitte & Touche LLP

Read bio
A speaker photo for Greg Fujii

Greg Fujii

Chief Operating Officer, Backstop Solutions

Read bio
A speaker photo for Jarrod Phillips

Jarrod Phillips

Chief Financial Officer, Ares Management

Read bio
A speaker photo for Dan  Rochkind

Dan Rochkind

CFO, Lerer Hippeau

Read bio
A speaker photo for Olibia Stamatoglou

Olibia Stamatoglou

Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC

Read bio
Morning Coffee Break
11:30 - 11:45

Morning Coffee Break

Roundup sessions
11:45 - 12:45

Roundup A | Fundraising in a post-pandemic environment

Andrew Coren, Drake Paulson
  • How has the industry adjusted to a new fundraising paradigm?
  • Taking a closer look at the evolution of the CFO role in a fundraise
  • How instrumental have placement agents been in the fundraising process?
  • Best practices in fundraising operations
  • Assessing how to best support the IR team
  • What is the LP appetite for continuing virtual meetings and how is it shaping communication approaches?
  • What can we expect in 2022 for fundraising strategies?
  • Projecting the level of LP investments in the year to come

Facilitators:
Andrew Coren,
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Drake Paulson, Senior Director, eVestment Private Markets

A speaker photo for Andrew Coren

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Read bio
A speaker photo for Drake Paulson

Drake Paulson

Senior Director, Nasdaq Private Funds

Read bio
11:45 - 12:45

Roundup B | Fostering a collaborative relationship with outsourced partners

Aani Nerlekar, Dino Verardo
  • How the COVID-19 pandemic influenced the working relationship between GPs and third-party service providers
  • Examining the cost-benefit of outsourcing vs keeping functions in-house
  • Establishing agreed upon metrics to promote a transparent and results-driven relationship
  • Ensuring the firm and service providers are not duplicating tasks
  • Bolstering your third-party due diligence process
  • Engaging with services providers on a consistent basis to direct strategic decision-making

Facilitators:
Aani Nerlekar, Senior Director, Solutions Consulting, SS&C Advent
Dino Verardo, Chief Operating Officer & Chief Financial Officer, Sageview Capital

 

A speaker photo for Aani Nerlekar

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

Read bio
A speaker photo for Dino Verardo

Dino Verardo

Chief Operating Officer & Chief Financial Officer, Sageview Capital

Read bio
11:45 - 12:45

Roundup C | Gauging the impact of tax reform on private funds and portfolio companies

Jennifer Randle
  • How involved are CFOs with tax reporting in their organization?
  • Will tax reform affect the amount of compliance you perform?
  • What functions are coordinating throughout the firm to comply with tax changes?
  • State tax compliance: tackling issues encountered during state tax reporting
  • Evaluating which tax and accounting practices can benefit from automation
  • Identifying the right external support for tax compliance

Facilitator:
Jennifer Randle, Executive Vice President – Finance and Operations, TCG

A speaker photo for Jennifer  Randle

Jennifer Randle

Executive Vice President - Finance and Operations, TCG

Read bio
11:45 - 12:45

Roundup D | Key considerations for cultivating enduring LP/GP relationships

Kate de Mul, Kelly Ramsey Gooch
  • How are firms approaching reporting measures due to the uptick in LP communication?
  • The balancing act between standardizing and creating bespoke reporting templates and questionnaires
  • Employing automation to manage ad hoc LP requests
  • Methods for protecting sensitive information between GPs and LPs
  • Establishing a diverse LPAC to represent LP and fund interests in an efficient manner
  • Examining what’s required to reinstate in-person LP meetings

Facilitators:
Kate de Mul, Director, Client Services, KKR
Kelly Ramsey Gooch, EVP, Client Relationship Officer, Ultimus LeverPoint

A speaker photo for Kate de Mul

Kate de Mul

Director, Client Services, KKR

Read bio
A speaker photo for Kelly  Ramsey Gooch

Kelly Ramsey Gooch

EVP, Client Relationship Officer, Ultimus LeverPoint

Read bio
Lunch Break
12:45 - 13:30

Lunch - Take a break on your own or grab a bite and join one of the interactive lunch & chat sessions

Optional lunch & chat sessions
12:50 - 13:20

Lunch Chat A | Redefining company culture in the current climate

Shant Mardirossian
  • Maintaining trust and confidentiality with employees regarding changes in COVID-19 policies and procedures
  • Enhancing communication between leadership and employees to increase knowledge sharing and collaboration
  • How are firms supporting the development of junior staff in remote and hybrid working environments?
  • Implementing ESG and DEI policies within the firm
  • Encouraging innovative methods for teambuilding

Facilitator:
Shant Mardirossian, Partner, Chief Operating Officer, Kohlberg & Company

 

A speaker photo for Shant  Mardirossian

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Read bio
12:50 - 13:20

Lunch Chat B | Conducting a review of compensation trends and terms

Jennifer Neivert
  • Determining whether the firm should perform a pay equity analysis
  • Designing compensation plans for a competitive landscape
  • How are firms are implementing success-based compensation?
  • Offering incentive programs for staff not eligible for carry

Facilitator:
Jennifer Neivert,
Director of Operations & Administration, HCAP Partners

A speaker photo for Jennifer  Neivert

Jennifer Neivert

Director of Operations & Administration, HCAP Partners

Read bio
Breakout Series I
13:30 - 14:15

Track A | Maintaining and advancing the operational efficiencies achieved during the pandemic

Ben Collins, Rahul Agarwal, John Stephens, Paul Vronsky
  • What processes or activities for managing firm operations changed within the past 18 months?
  • Evaluating the operational challenges teams face trying to progress firm operations with escalating responsibilities
  • Formalizing cross-functional, firmwide communication for a hybrid work environment
  • Revisiting the workplace and the need for physical office space
  • Designing a process to retain and support a proficient staff
  • Tools for addressing ongoing pain points

Moderator:
Ben Collins, Senior Director, Financial Services Industries Marketing, Sage Intacct

Panelists:
Rahul Agarwal,
Head of Finance, Lindsay Goldberg
John Stephens,
Partner & Chief Financial Officer, US, Pomona Capital
Paul Vronsky, Operating Partners, Bond Capital

 

A speaker photo for Ben Collins

Ben Collins

Senior Director, Financial Services Industries Marketing, Sage

Read bio
A speaker photo for Rahul  Agarwal

Rahul Agarwal

Head of Finance, Lindsay Goldberg

Read bio
A speaker photo for John Stephens

John Stephens

Partner & Chief Financial Officer, US, Pomona Capital

Read bio
A speaker photo for Paul  Vronsky

Paul Vronsky

Chief Operating Officer & General Counsel, BOND

Read bio
13:30 - 14:15

Track B | Extracting value from data to enhance firm and portfolio company performance

Dalen Chow, Michael Koenig , John W. Polis, Heramb Ramachandran
  • Reexamining how your firm navigates the data management process
  • Analyzing data from the past 18 months to inform firm decisions in the year ahead
  • Implementing tools to map and make data more accessible for the front, middle and back office
  • Effecting efficient data collection and monitoring to guide portfolio company growth strategy
  • Best practices for protecting and sharing data with third-party service providers and LPs

Moderator:
Dalen Chow, Head of Commercial Strategy, General Partners, Private Markets, IHS Markit

Panelists:
Michael Koenig,
Chief Client Officer, Hamilton Lane
John W. Polis, Chief Operating & Technology Officer, Star Mountain Capital
Heramb Ramachandran, Chief Financial Officer, Sciens Capital

A speaker photo for Dalen Chow

Dalen Chow

Head of Commercial Strategy, General Partners, Private Markets, IHS Markit

Read bio
A speaker photo for Michael Koenig

Michael Koenig

Chief Client Officer, Hamilton Lane

Read bio
A speaker photo for John W.  Polis

John W. Polis

Chief Operating & Technology Officer, Star Mountain Capital

Read bio
A speaker photo for Heramb	 Ramachandran

Heramb Ramachandran

Chief Financial Officer, Sciens Capital

Read bio
Breakout series II
14:20 - 15:05

Track A | Navigating the current private equity tax environment

Eric Coombs, Mike Kubacki, Raj Rupani
  • Tax requirements affecting the private equity industry
  • Assessing Biden administration tax plans on the horizon
  • Challenges and opportunities: is your firm performing the accounting/tax function in-house or outsourcing?
  • Determining the best way to maintain records for SEC/auditors/tax team
  • Tax implications of providing carried interest across the firm

Moderator:
Eric Coombs, Tax Partner, Asset Management Tax Leader, Grant Thornton

Panelists:
Mike Kubacki, CFO, NewSpring Capital
Raj Rupani, Head of US Tax, Cinven

A speaker photo for Eric  Coombs

Eric Coombs

Partner, Grant Thornton

Read bio
A speaker photo for Mike Kubacki

Mike Kubacki

CFO, NewSpring Capital

Read bio
A speaker photo for Raj  Rupani

Raj Rupani

Head of US Tax, Cinven

Read bio
14:20 - 15:05

Track B | Adopting technology innovations to transition to a future firm

Lawrence Aragon, James Black, Peter Rivera, Ivor van Esch
  • Coordinating with staff to assess the technology requirements for firm operations
  • New tech alert: identifying technology to align with the needs of firm finance and operations
  • Determining whether recent technology advancements can benefit firm initiatives
  • Making a case for automating firm functions from data management, IR, fundraising, compliance, etc.
  • Allocating the necessary resources for a seamless technology integration process

Moderator:
Lawrence Aragon, West Coast Bureau Chief, PEI Alternative Insight

Panelists:
James Black, Chief Operating Officer, Allvue
Peter Rivera,
Chief Financial Officer, Shamrock Capital
Ivor van Esch
, Head of Finance, Knox Lane

 

Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Alternative Insight

Read bio
A speaker photo for James Black

James Black

Chief Operating Officer, Allvue

Read bio
A speaker photo for Peter Rivera

Peter Rivera

Chief Financial Officer, Shamrock Capital Advisors

Read bio
A speaker photo for Ivor  van Esch

Ivor van Esch

CFO and CCO, Knox Lane

Read bio
Afternoon break
15:05 - 15:15

Afternoon break

Think tank sessions – GPs only
15:15 - 16:15

Think Tank A | Paving a path forward: attracting diverse and skilled talent to private equity firms

Laura Cappiello
  • Collaboration amongst leadership to increase the implementation of diversity, equity and & inclusion initiatives within the firm
  • Should firms invest in hiring new employees or train existing team members on new skills when focusing on growth?
  • Expanding the talent pool geographically when recruiting for a hybrid work model
  • Aligning your firm with the best recruiters who understand the industry and talent needs
  • Creating a well-rounded benefits program to entice candidates with the intention of accepting an offer

Facilitator:
Laura A. Cappiello,
Managing Director, Chief Human Resources Officer, Madison Dearborn Partners

A speaker photo for Laura Cappiello

Laura Cappiello

Managing Director, Chief Human Resources Officer, Madison Dearborn Partners

Read bio
15:15 - 16:15

Think Tank B | Evaluating and modernizing compliance programs to prevent enforcement actions

Esana Blank
  • How will the current administration’s stance on private equity influence the SEC’s initiatives and examinations?
  • Current compliance risks on the private equity firm radar
  • Taking a predictive and analytical approach to enhancing compliance programs
  • Determining the Marketing Rule’s impact on communication and advertisement practices
  • Establishing a firmwide compliance culture from the top down

Facilitator:
Esana Blank,
Chief Compliance Officer, CCMP Capital

A speaker photo for Esana Blank

Esana Blank

Chief Compliance Officer, CCMP Capital

Read bio
15:15 - 16:15

Think Tank C | Can the U.S. catch up on implementing ESG programs and policies?

David Smolen
  • Understanding the industry need to factor ESG into a firm’s strategy
  • What is the growth trajectory for ESG in the United States?
  • Should firms have a say in the implementation of ESG initiatives at portfolio companies?
  • Developing long-standing ESG policies and protocols
  • How will firms under consumer privacy laws remain compliant while delivering ESG data (California, Colorado, Virginia)?
  • Taking cues from the continued growth of ESG programs in both Europe and Asia
  • Reporting and measuring the impact of ESG initiatives

Facilitator:
David Smolen, Managing Director, General Counsel & Chief Compliance Officer, GI Partners

A speaker photo for David Smolen

David Smolen

Managing Director, General Counsel, Chief Compliance Officer, GI Partners

Read bio
15:15 - 16:15

Think Tank D | Taking a proactive approach to implementing cybersecurity protocols

Jason Snider
  • What are private equity firms doing to protect data from cyber attacks?
  • Mitigating cybersecurity risk at the firm and portfolio company levels
  • Implementing security software without causing disruption to firm operations
  • Emerging tools to protect information of firms operating in a hybrid work environment
  • Lessons learned during the pandemic to assist in the development of new security measures
  • Creating and conducting periodic trainings for all firm employees
  • Working with third-party service providers to ensure employees are aware of and abide by evolving cybersecurity measures

Facilitator:
Jason Snider, Chief Financial Officer, Gauge Capital

A speaker photo for Jason Snider

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

Read bio
End of Roundup
16:15 - 16:15

End of Roundup