Join interactive discussions with PE CFOs & COOs

The CFOs & COOs Spring Roundup is a one-day 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:

  • Sourcing and developing talent in PE
  • Data management practices
  • Strengthening operational efficiency
  • Enhancing cybersecurity protocols
  • The CFO and COO roles
  • ESG integration
  • Investor reporting efforts
  • Compliance & SEC matters

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.

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

Join our growing community of CFOs & COOs

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
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
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
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…

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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…

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Perfectly timed topics based on the current environment.

2022 Agenda

Download the agenda to see the timely and relevant topics that will be covered at this year’s Roundup.

If you are interested in a speaking role please contact contact Nikki Gale at

All times are listed in Eastern Time (ET)

Day 1
View agenda page


Spring Roundup - Thursday 24th

08:15 - 08:55

Registration – Continental Breakfast

08:55 - 09:00

PEI Welcome

Plenary session
09:00 - 09:40

Striking a balance between strategic firm development and managing operations

  • Ensuring firm strategy corresponds with evolving PE trends
  • How the CFO and COO roles continue to impact front office functions
  • Recognizing when to delegate tasks to focus on emerging firm initiatives
  • Tax alert: what is expected in 2022 and how are CFOs involved in the process?
  • Examining what tools CFOs are utilizing to assist with task management
  • Best practices for optimal engagement with portfolio companies
Discussion topics
09:45 - 16:30

Engage in 10 interactive discussions on hot topics in private equity

Participate in each roundup session below rotating every 30 minutes throughout the day.

  • Rotation 1 | 9:45-10:15am
  • Rotation 2 | 10:15-10:45am
  • Rotation 3 | 10:45-11:15am
  • Rotation 4 | 11:45-12:15pm
  • Rotation 5 | 12:15-12:45pm
  • Rotation 6 | 12:45-1:15pm
  • Rotation 7 | 2:15-2:45pm
  • Rotation 8 | 2:45-3:15pm
  • Rotation 9 | 3:15-3:45pm
  • Rotation 10 | 4:00-4:30pm
09:45 - 16:30

Roundtable 1 | Identifying opportunities to bolster operational efficiencies within the firm

  • Implementing technology to create efficiencies and advance firm initiatives
  • Reevaluating in-office, remote and hybrid work arrangement requirements and policies
  • Providing professional development training for senior and junior level employees
  • Spearheading internal communication efforts among teams
09:45 - 16:30

Roundtable 2 | Has fundraising forever been changed?

  • How are firms exploring various fundraising vehicles and opportunities (i.e., alterative asset classes, emerging markets, distribution calls)?
  • Executing due diligence throughout the fundraising process
  • Maximizing the relationship between the deal and finance teams
  • Establishing communication methods and frequency that fulfills LP/GP needs
09:45 - 16:30

Roundtable 3 | Risk mitigation strategies to protect the firm

  • Understanding potential risks impacting PE
  • Maintaining consistency in firmwide due diligence efforts
  • Assessing fees and expenses to provide investors with accurate information
  • Decreasing operational, data, valuation, performance and tax risks
  • When to enlist assistance from third-party risk advisors
09:45 - 16:30

Roundtable 4 | Developing a sustainable ESG program to meet investor and firm objectives

  • Are firms equipped to oversee increasing ESG efforts?
  • Standardizing metrics to highlight portfolio company ESG efforts
  • Meeting LP ESG expectations
  • Establishing non-bias in the development of DEI initiatives at firms and portfolio companies
  • Looking ahead: the implications and effects of the SEC’s approach to standardize ESG
  • How are firms evaluating their carbon emissions initiatives, protocols and policies?
09:45 - 16:30

Roundtable 5 | Sourcing and developing a talented team in a competitive landscape

  • Developing a hiring strategy for back and middle office talent
  • Fighting against the great resignation: how are firms managing satisfaction amongst current employees?
  • Beyond the basics: what skills are valued and necessary to develop a sustainable team?
  • Reviewing salaries and compensation plans to match an evolving market
  • Fostering a collaborative work/team culture to drive success
  • Expanding resources to aid in candidate sourcing and recruitment
  • Accessing and attracting diverse talent in PE
09:45 - 16:30

Roundtable 6 | Promoting productive and collaborative relationships with outsourced partners

  • Determining when to outsource functions
  • Forming realistic expectations and strategic plans with your service providers
  • Navigating third-party service provider turnover and its effect on deliverables
  • Establishing a process to receive real-time access to service provider data
  • What should firms be asking service providers during the due diligence process?
09:45 - 16:30

Roundtable 7 | Extracting and maintaining the truth in data to drive decision making

  • Practices for consolidating and organizing data
  • Ongoing efforts for translating quantitative data to qualitative data
  • Determining who should be granted access to raw data?
  • Are firms expanding their staff to help manage and analyze data?
  • Migrating data over to advanced platforms to assist with complex calculations
  • Increasing automation to aid in the data collection process
  • Uncovering findings in historical and present data to drive strategic decisions
09:45 - 16:30

Roundtable 8 | Navigating the investor reporting process to meet increasing demands

  • Approaches to fulfilling individual LP reporting and data requests
  • How are firms outlining the costs covered by management fees vs. additional administrative expenses?
  • SEC predictions: what’s on the horizon from the SEC for new reporting standards?
  • Generating comprehendible investor reports
  • Addressing privacy concerns related to granting multiple parties access to reports
  • Methods for gathering portfolio company performance data
  • Tools for generating reports in a timely manner
09:45 - 16:30

Roundtable 9 | Enhancing firm cybersecurity protocols to tackle emerging attacks

  • Staying abreast of malware and ransomware attack methods putting firms at risk
  • Protecting the firm with a cyber insurance policy
  • Reviewing methods to securely store sensitive information
  • Assessing cyber threats when collaborating with external parties or vendors
  • How often should penetration tests be conducted to protect firms against relevant threats?
09:45 - 16:30

Roundtable 10 | Updating compliance programs in response to regulatory developments

  • Effective strategies for enhancing your firm’s compliance program
  • Can PE prepare for new SEC guidelines by observing other financial industries (i.e., public markets, banking)?
  • Providing staff training to increase compliance risk awareness
  • Making an investment in compliance tools for the firm
  • Managing the changes set forth by consumer data privacy laws
Networking breaks
11:15 - 11:45

Networking break

13:15 - 14:15

Networking lunch break

15:45 - 16:00

Networking break

Keynote interview
16:30 - 17:00

Keynote interview

17:00 - 17:00

Cocktail reception and end of roundup

2022 Roundup Speakers

For speaking opportunities, contact Nikki Gale at

Lynn Atkinson

Chief Operating Officer, Mainsail Partners

Lynn works with Mainsail’s partners to manage the firm, including strategy, culture and team development, business and resource planning and the optimization of internal systems and processes, with the goal of maximizing the value the firm provides t… Read full bio

Terry Elizabeth Cheyney

Chief Financial Officer, Tribeca Venture Partners

Terry Cheyney is a seasoned finance professional with more than 26 years of finance and accounting experience. She is the Chief Financial Officer of Tribeca Venture Partners (TVP), a NYC-based early-stage venture capital fund, where she oversees the… Read full bio

Brian Chibwe

Chief Financial Officer, Clarion Capital Partners

Prior to joining Clarion Capital Partners, he served as Director of Finance at ORIX Capital Partners, a middle-market private equity firm, where he oversaw finance and investor relations. Prior to ORIX, he served as Chief Financial Officer at Dubin… Read full bio

Darlene Karis

Director of Human Resources, TA Associates

Darlene directs TA’s human resources efforts, including recruiting, employee benefits, employee relations and training, as well as office administration. Prior to joining TA in 2013, she was a Human Resources Director at Bain Capital, LLC. Darlene st… Read full bio

Drake Paulson

Senior Director, Nasdaq Private Funds

Drake Paulson is Managing Director of Nasdaq Private Fund Solutions, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of T… Read full bio

Jennifer Randle

EVP of Finance and Operations, TCG

Jennifer Randle is the EVP of Finance & Operations. Jennifer’s responsibilities include the accounting and financial reporting of the organization, as well as various other operational components. Prior to joining The Chernin Group, LLC in 2012,… Read full bio

Dan Rochkind

CFO, Lerer Hippeau

Dan Rochkind is the CFO at Lerer Hippeau, overseeing the firm's finances, operations and infrastructure. Prior to joining, Dan was the COO/CFO of Marker LLC, a New York-based venture capital firm. Before that, Dan was a Principal at the private equit… Read full bio

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 call +1 646 921 0923.

Pre-Event Resources