COVID-19 vaccination requirements 

As part of our commitment to safety at the CFOs and COOs Forum New York and in accordance with New York City and venue COVID-19 guidelines, we are requiring that all attendees must provide proof of full COVID-19 vaccination status prior to checking into the event at Sheraton New York Times Square Hotel.

To expediate this process, PEI Media and Sheraton New York Times Square Hotel will be using Health Pass by CLEAR, which provides a secure, digital proof of COVID-related health insights via the CLEAR mobile app. Complete your health screening with Health Pass by CLEAR ahead of time for expedited check-in and entry. We will not be accepting NYC COVID Safe App and Excelsior Pass as a form of record of vaccination at the event. All attendees will receive the event specific Health Pass registration code prior to the event.

Redefining the private equity CFO & COO role

Entering its 19th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking.

The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

The 2022 live Forum features insightful keynotespanelsworking groups, live Q&Asthink tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.


2022 Discussion topics

» Redefining the CFO and COO role

» Data management

» Valuation methodology

» Fundraising

» Hybrid work environments

» Subscription lines

» Compensation trends 

» Tax updates


» Diversity & inclusion

» Secondaries and end of life funds


» Legislative and regulatory update


» LP requirements

» Technology implementation

» Waterfall calculations and carried interest

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.

Past Forum attendees include

1414 Ventures
500 Startups
5AM Ventures
Activant Capital Group LLC
Advent International Corp
Akira Impact
Alcion Ventures LP
American Family Ventures
American Triple I Partners, LLC
Ares Management
Audax Group
Avista Capital Partners
Banneker Partners
BC Partners
BDT Capital Partners
Bessemer Investors
BharCap Partners
Bow River Capital
Bregal Sagemount
Canapi Ventures
Catalyst Investors
Conservation Resource Partners, LLC
Cross Rapids Capital LP
Delta-v Capital
Dune Real Estate Partners LP
Dunes Point Capital
e2p Capital
Elion Partners, LLC
Endeavour Capital
Evolution Credit Partners Management
Fengate Asset Management
FFL Partners
Fiera Infrastructure
FinTech Collective
Flexpoint Ford
Franklin Templeton Private Equity
Freestyle Capital Management
Fundamental Advisors LP
GCM Grosvenor
Great Point Partners
Greenspring Associates
Greyhound Capital
HCI Equity Partners
High Road Capital Partners
In-Q-Tel, Inc.
International Finance Corporation
Israel Secondary Fund
Jackson Square Ventures
JMI Equity
Kline Hill Partners
Kohlberg & Company
Leonard Green & Partners LP
Level Equity
Linden Capital Partners
Lindsay Goldberg
LongRange Capital LP
Lovell Minnick Partners
Macquarie Infrastructure and Real Assets (MIRA)
Madryn Asset Management LP
Maranon Capital, L.P.
Melody Investment Advisors
MGG Investment Group
MiddleGround Capital
Midocean Partners
Mizzen Capital
Monroe Capital
Napier Park Global Capital
Natural Capital Firm
New Leaf Venture Partners
New Mountain Capital
Newlight Partners LP
Newport Global Advisors LP
NewRoad Capital Partners
NextGen Growth Partners
NGP Energy Capital Management
O2 Investment Partners
Oceansound Partners
Orbimed Advisors LLC
Origami Capital Partners
Orkila Capital LLC
Paladin Capital Group
Palladin Consumer Retail Partners LLC
Pamlico Capital
Peak Rock Capital
Pennybacker Capital
Perceptive Advisors
Pfingsten Partners
Pomona Capital
Portland Private Equity
QED Investors
RCP Advisors
Resource Capital Funds
Revelstoke Capital Partners
Ridgewood Infrastructure
Safanad Limited
Sage Road Capital
SEI Investments
Serve Capital Partners III, LP
Siris Capital Group, LLC
Solum Partners
Sovereign Capital NYC
Square Mile Capital
Starr Investment Holdings
Steward Asset Management LLC
Stripes Group
SVB Capital
Systima Capital Management LLC
Tailwater Capital
The Catalyst Capital Group Inc
The Cynosure Group
The Engine
The Firmament Group
The Meridian Group
Thomas H. Lee Partners
Thor Equities
TowerBrook Capital Partners
Transom Capital Group
Trilantic Capital Management
Trive Capital
Two Sigma Private Investments
Vance Street Capital
Versant Ventures
Vertica Capital Partners
Viking Global Investors LP
VMG Partners
WestView Capital Partners
White Deer Management LLC
WI Harper Group
Willow Tree Credit Partners LP
Winona Capital Management, LLC

What attendees say about the Forum

Evelyn Pellicone

Crestview Advisors

PEI did a nice job of pivoting to the virtual conference. Without missing a beat, the CFO & COOs forum provided valuable discussions and networking opportun…

Read full testimonial

Kristine O' Connor

Managing Director and CFO, Franklin Park

The Forum is consistently the best conference for finance professionals in the private equity industry! The event offers meaningful content, knowledgeable speak…

Read full testimonial

Richard Lee

The Cynosure Group

The annual CFOs & COOs Forum has been the most helpful source of organized continuing education for my role as the CFO of a PE firm.

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 2022, contact Cristiana Crocco at or call +1 646 921 0923.

2021 Speakers

For speaking opportunities, contact Shamara Ray at or call +1 212 633 1453.

Tom Alabaster

Partner, Ropes & Gray

Tom is a partner in the asset management group and head of Ropes & Gray’s private funds practice in EMEA. He is a specialist in the international structuring, marketing and operation of private funds and private fund managers across a broad range… Read full bio

Ross Anderson

Vice President, Private Markets Solutions and Business Development, State Street

Ross is a Vice President in State Street, with responsibility for private markets client solutions and product management in Boston. Ross has worked for State Street for over 15 years concentrating on private markets products since 2008, with half hi… Read full bio

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

Noah Becker

Chief Financial Officer, LLR Partners

Mr. Becker joined LLR Partners in 2012 and is responsible for financial reporting and oversight of all administrative financial matters. Prior to joining LLR he held senior financial positions at early stage as well as established entities and previo… Read full bio

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio

Katey Bogue

Head of Private Markets, eVestment

Katey currently heads the Private Markets business for eVestment, a global leader in institutional investor data and analytics, where she is responsible for the market intelligence, analytics and due diligence solutions for private markets investors… Read full bio

Tony Braddock

Chief Financial Officer , Stellex Capital Management

Mr. Braddock is the Chief Financial Officer of Stellex Capital Management and its affiliates. Prior to joining Stellex in 2014, Mr. Braddock founded Oculus Resource Group, Inc., a family office advisory firm focused on private investments in natural… Read full bio

Les Brown

Partner, HGGC

Les Brown is a Partner of Palo Alto, California-based HGGC and the Managing Partner of HGGC’s Operational Resource Group. Les sits on the Investment Committee and his current and past board member seats include Nutraceutical International Corporation… Read full bio
Kyle Burrell EY

Kyle Burrell

Partner, Financial Services Office, Ernst & Young LLP

Kyle is a partner in the asset management practice of Ernst & Young’s Financial Services Office and is responsible for coordinating assurance services to our clients, working closely with our tax and transaction support practices. Kyle has 18 yea… Read full bio

Eugenie M. Cesar-Fabian

Partner, General Counsel, CCO, Palladium Equity Partners, LLC

Ms. Cesar-Fabian joined Palladium in 2011. She serves as General Counsel & Chief Compliance Officer and is a Partner of the Firm. Previously, she served as counsel at Bingham McCutchen LLP, where she advised and represented various financial serv… Read full bio

Miles Chan

VP/GM, InCloudCounsel

Miles is the VP / GM of Insight at InCloudCounsel. Prior to InCloudCounsel, Miles practiced corporate and securities law at Weil Gotshal in London and Simpson Thacher in New York. Miles holds a J.D. from the University of Chicago and a B.A. from Wash… Read full bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Managing Director, CFO & CCO, Blue Wolf Capital Partners

Joshua Cherry-Seto is the Managing Director, Chief Financial Officer and Chief Compliance Officer at Blue Wolf Capital Partners LLC, a family of private equity funds which focus on transformational investments in middle market companies. Mr. Cherry-S… Read full bio

Ben Collins

Senior Director, Financial Services Industries Marketing, Sage Intacct

Ben serves as the Senior Director of Industry Marketing at Sage Intacct, where he focuses on driving growth in the Financial Services segment. Prior to Sage Intacct, Ben was the Senior Director of Product Marketing at SS&C Intralinks, a SaaS prov… Read full bio

Jacob Comer

Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management

Jacob Comer is a Partner and the General Counsel and Chief Compliance Officer of NovaQuest Capital Management, a private investment firm focused on investments in the biopharmaceutical, life sciences, and healthcare areas. He has 18 years of legal an… Read full bio

Lisa Costello

CFO, HCI Equity Partners

Lisa Costello servers as the Chief Financial Officer and Chief Compliance Officer of HCI Equity Partners. Lisa is an integral member of the management team, having spent over 17 years at the firm. Her responsibilities include investor reporting, over… Read full bio

Steven DeCillis II

Partner & Chief Financial Officer, AEA Investors LP

Mr. DeCillis joined AEA as a Partner and Chief Financial Officer in 2011. He oversees finance and administration, human resources, information technology and investor relations. Before joining AEA, Mr. DeCillis spent over ten years at Ripplewood Hold… Read full bio

Kate de Mul

Director, Client Services, KKR

Katherine T. B. de Mul (Kate) joined KKR in 2007 and leads the global Client Services Team and participates in investor relations, operations and capital raising activities for KKR. Prior to her current role, Ms. de Mul directed investor relations fo… Read full bio

Marija Djordjevic

Head of Research, eFront a part of BlackRock

Marija is Vice President at eFront in charge of thought leadership program focused on alternative investment industry market research. She is also responsible for company’s media outreach activities related to sharing research insights with general p… Read full bio

Shannon Dolan

SVP, Business Unit Executive - Asset Management and Private Markets, FIS

Shannon is a client-focused, results-driven business executive with extensive experience in growing software, services and data businesses. Shannon has been with FIS since December 2015, as the general manager of the FIS Data and Process Solutions Gr… Read full bio

Jay Dubow

Partner, Troutman Pepper

Jay Dubow co-leads the securities investigations and enforcement practice at Troutman Pepper. He focuses his practice on complex business litigation, with a special emphasis on defending against shareholder derivative and securities class action liti… Read full bio

Damien Dwin

Founder and Chief Executive Officer, Lafayette Square

Damien Dwin is an American businessman and investor who currently serves as the Chief Executive Officer of Lafayette Square. He founded Lafayette in November of 2020 as a model investment platform that deploys services-backed capital to local communi… Read full bio

Michael Elio

Partner, Stepstone Group

Michael Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also lead Portfolio Manager for many of the firm’s largest advisory clients, SMA clients, and high-net-worth dis… Read full bio

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

April E. Evans is Partner, Chief Financial Officer and Chief Compliance Officer of Monitor Clipper Partners, which has raised and managed $2 billion in private equity. Previously, Ms. Evans was Partner and CFO of Advanced Technology Ventures, a $1.5… Read full bio

Kimberly Evans

Executive Vice President, Northern Trust

Kimberly Evans is an Executive Vice President at Northern Trust in Alternative Fund Services. She is the North America Head of Private Capital Fund Services — a fast growing segment for the firm. Prior to this role, she led the Governmental, Sovereig… Read full bio

Jeff Faber

Chief Operating Officer, Americas, Apex Group

Prior to joining Apex, Jeff held the position of Chief Operating Officer at Compliance Solutions Strategies, a provider of regulatory software and services to the investment management sector. He has over 30 years’ experience within financial service… Read full bio

Brian Garfield

Managing Director, Lincoln International

Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to valu… Read full bio

Megan Gentilesco

Global Credit and Global Private Equity Fund Services, BNY Mellon

Megan Gentilesco has responsibility for the Global Credit and Global Private Equity businesses, working with both fund administration and asset owner clients to deliver tailored solutions for their needs as managers of – and investors into – private… Read full bio

Melissa Gliatta

COO, Thor Equities

Melissa Gliatta is Chief Operating Officer of Thor Equities. Ms. Gliatta works closely with Thor Equities Chairman & CEO Joseph Sitt to expand the company’s business activities. Her responsibilities include overseeing asset management, leasing, h… Read full bio

Navneet Govil

Managing Partner, CFO, SoftBank Vision Fund

Navneet currently serves as a Managing Partner and Chief Financial Officer of SoftBank Investment Advisers (SBIA). Prior to joining SoftBank, Navneet served in senior corporate officer roles for publicly traded multinational corporations. At CA Techn… Read full bio

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Omar is a Principal, Chief Financial Officer and Chief Compliance Officer for Cloverlay Partners where he leads all financial reporting, investor relations, operations and compliance functions. Cloverlay is an independent asset management firm to foc… Read full bio
Robert Hull L Catterton

Robert S. Hull

Partner, Global CFO and COO, L Catterton

Mr. Hull is the Global Chief Financial Officer and the Chief Operating Officer of L Catterton. Prior to joining L Catterton, Mr. Hull served as the Director of Revenue in the Cabinet of the Governor of Rhode Island. Prior to his stint in public servi… Read full bio

Angela Jhanji

Director, ESG & Sustainability Services, Grant Thornton

Angela Jhanji is a director in Grant Thornton’s Sustainability and ESG practice. As a member of the firm’s Sustainability leadership team, Angela focuses on ESG strategy and provides performance and sustainability solutions to dynamic organizations r… Read full bio

Brenlen Jinkens

Managing Director, Jefferies LLC

Brenlen Jinkens is the co-head of the Jefferies’ Private Capital Advisory group (“PCA”), and is based in London where he leads PCA in Europe/MENA. PCA is a global leader in secondary advisory services, and supports LPs and GPs on a range of liquidity… Read full bio

Ryan Keough

Chief Revenue Officer, Allvue Systems

Ryan has over 30 years of experience in running software businesses and leading sales teams. Prior to Allvue, Ryan spent 7.5 years in London at Finastra and Misys, where he served as EVP of International and was responsible for all go-to-market teams… Read full bio

Sandra Kim-Suk

Chief Financial Officer, Engine No. 1

Sandi is a senior financial executive with over 25 years of experience in banking and private equity. Prior to joining Engine No.1, she had roles as CFO of Norwest Equity Partners | Norwest Mezzanine Partners, and at L Catterton. Sandi began her care… Read full bio

Amy Knapp

Partner and Chief Operating Officer, Corsair Capital

Ms. Knapp is a Partner and the Operating Officer of Corsair and a member of the firm’s Investment Committee. She joined Corsair in 2001 and is based in New York. Ms. Knapp leads the finance, legal, compliance, human talent, information technology and… Read full bio

Nisha Kumar

Managing Director and Chief Financial Officer, Greenbriar Equity

Ms. Kumar joined Greenbriar in 2011. Prior to joining Greenbriar, she was Chief Financial and Administrative Officer of e-commerce company Rent the Runway and Executive Vice President and Chief Financial Officer of global internet services company AO… Read full bio

Michael Lebowitz

Director/Head of Carried Interest and Employee Investments in Alternatives, BlackRock

Michael Lebowitz is a Director on BlackRock's global compensation team, where he manages carried interest plan governance, design and operations; and employee investments in alternatives. Previously he was head general compensation partner for Altern… Read full bio

Mark Lessing

Chief Financial Officer & Managing Director, Insight Partners

Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor reporting, including quarterly financial reporting, investor pres… Read full bio

Mark Levitt

Chief of Staff, Global Infrastructure Partners

Mark Levitt is Chief of Staff at Global Infrastructure Partners. Mr. Levitt works with GIP’s Managing Partner on strategy and leadership of the Firm. Previously, Mr. Levitt was GIP’s Chief Operating Officer and Global Head of Human Capital. Mr. Levit… Read full bio

Diego Lopez

Technology Strategy Specialist / Product Development, U.S. Bank Global Fund Services

Diego Lopez serves as a technology strategist for Global Fund Services. In his role, Diego designs department-wide technological tools, business processes and new product offerings. He joined U.S. Bank Global Fund Services through the acquisition of… Read full bio

Rodd Macklin

CFO and CCO, NaviMed Capital

Mr. Macklin has over 20 year of experience in the private equity industry, principally as a Chief Financial Officer and Chief Compliance Officer. Mr. Macklin’s industry experience includes senior financial roles at: (i) Perseus, L.L.C., formerly a Wa… Read full bio

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

As a member of the CAZ Investments team at Fund Services Group, Isaiah Massey serves as Managing Director - Chief Financial Officer and is responsible for directing the firm’s efforts in all financial matters as well as leading the firm’s interface w… Read full bio

Thomas Mayrhofer

CFO and COO. EJF Capital, LLC

Thomas B. Mayrhofer is the Chief Operating Officer and Chief Financial Officer of EJF Capital, LLC. EJF manages approximately $9 billion across a diverse group of alternative asset strategies, primarily targeting investment opportunities that are cre… Read full bio

Krista McCoy

EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

As the Chief Business Development Officer at Ultimus LeverPoint Private Fund Solutions, Krista currently oversees Business Development and Marketing initiatives across Ultimus LeverPoint. She has a comprehensive knowledge of all matters relating to t… Read full bio

John McGuinness

Chief Compliance Officer and Corporate Counsel, StepStone Group

John McGuinness leads the Compliance team at StepStone Group, where he serves as Chief Compliance Officer and Corporate Counsel. Prior to joining StepStone, Mr. McGuinness was a vice president at Goldman Sachs Asset Management, where he served as a c… Read full bio

Rich Melville

Editorial Director, US, PEI

Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Ms. Norris co-founded New Heritage Capital in 2006 and serves as NHC’s Senior Partner, COO, and CCO. With over 20 years in the private equity industry, Ms. Norris has extensive experience on both the investment and operations side of the business. Sh… Read full bio

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Stephanie Paine serves as the Partner and Chief Financial Officer for Pritzker Private Capital. In this role, she oversees the financial reporting, tax, treasury, management company budgeting and forecasting, human resources, and IT functions. Prior… Read full bio

Evelyn C. Pellicone

CFO & Partner, Crestview Advisors, LLC

Evelyn Pellicone joined Crestview in March 2007 as chief financial officer and is a partner of the firm. She currently oversees the firm’s financial operations and financial reporting. Previously, Evelyn was CFO of Apax Partners U.S. Prior to Apax, E… Read full bio

Gretchen Perkins

Partner, Avance Investment Management

Gretchen Perkins is a Partner at Avance Investment Management, LLC, and is responsible for sourcing investment opportunities both for the firm and for portfolio companies. Ms. Perkins brings over 20 years of sourcing and business development experien… Read full bio

Drew Phillips

Partner & Chief Operating Officer, Atalaya Capital Management

Drew Phillips is the Firm’s Chief Operating Officer and is responsible for the day-to-day operations of the Firm. Prior to joining Atalaya, Drew co-founded Tiger Bay Advisors, a boutique asset management consultancy, focused on driving operational ef… Read full bio

Tom Pittman

Managing Director, Chief Marketing Officer, EWM Global

Tom Pittman has worked with some of the world’s largest private capital firms, traditional asset managers, banks, and insurance companies helping them digitally transform their executive incentives, carried interest, and co-investment plans. During h… Read full bio

Kevin Power

Head of Compliance – Americas, Pantheon

Kevin is the Head of Compliance (Americas) for Pantheon, including serving as Chief Compliance Officer for Pantheon Ventures (US) LP, Pantheon Ventures, Inc., and Pantheon Securities, LLC. He is also a member of Pantheon’s Operational Risk Committee.… Read full bio

Linda Quaranto

Managing Director, Human Capital Financial Services Consulting, Deloitte

Linda is a Managing Director in Deloitte’s Human Capital Financial services Consulting practice. She has over 30 years of experience in both industry and professional services. Linda has assisted some of the firms most prestigious clients across vari… Read full bio

Heramb Ramachandran

Chief Financial Officer, Sciens Capital Management LLC

Heramb is a seasoned finance professional with over 15 years of experience in private equity, financial services, and professional services. Heramb is currently the Chief Financial Officer for Sciens Water (“Sciens”) and is responsible for the financ… Read full bio

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Ms. Rosenthal is a Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer of TowerBrook Capital Partners. Prior to joining TowerBrook, Ms. Rosenthal was a corporate partner in the London office of Kirkland & Ellis advisi… Read full bio

Sarah G. Roth

COO and CFO, Argosy Capital

Sarah G. Roth is COO and CFO of Argosy Capital, a diversified $1.5B AUM lower middle market private equity firm where she leads the firm’s financial, investor relations, operations, IT and compliance functions. Sarah has over 20 years’ experience inv… Read full bio

Giulianna Ruiz

Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

Giulianna K. Ruiz is a Partner and the General Counsel and Chief Compliance Officer of Trilantic Capital Management L.P. (“Trilantic North America”), a middle-market private equity firm focused on control and significant minority investments in North… Read full bio

Sanjay Sanghoee

CCO, CFO, and CCO, Delos Capital

Sanjay Sanghoee is COO, CFO and CCO of Delos Capital, a lower middle market private equity fund launched in 2013 and based in New York City. Mr. Sanghoee has more than 15 years of experience in investment banking and private equity. He is responsible… Read full bio

Gayatri Sarkar

General Partner, Advaita Capital and Founder, She-VC

Awarded Global Leader under 40 for championing $100B+ combined capital in DEI advocacy for institutional investors through She-VC. Part of PE firm AUM $30B DEI Manager mandate. Serves as an advisor of large asset management firms and fund of funds. F… Read full bio

Jim Scarfone

Chief Human Resources Officer, MidOcean Partners

Vincent (Jim) Scarfone joined MidOcean Partners in October 2019 and is responsible for providing Human Resources leadership and support for MidOcean Private Equity and MidOcean Credit Partners. Prior to joining MidOcean, he served as Executive Vice P… Read full bio

Daren Schneider

CFO & CCO, JLL Partners, LLC

Daren Schneider, Chief Financial Officer and Chief Compliance Officer, joined JLL Partners in 2018. Mr. Schneider, a seasoned finance professional with over 20 years of experience in private equity, plays a leading role in the firm's management, incl… Read full bio

Béla Schwartz

CFO, The Riverside Company

With more than 30 years in private equity, Béla Schwartz has been the Chief Financial Officer at Riverside since 1998. Mr. Schwartz holds an MBA in finance from the University of Michigan; a master’s in music from Northwestern University and bachelor… Read full bio

Montserrat Serra-Janer

Global Head of Private Equity Sales, Securities Services, J.P. Morgan

Montserrat Serra-Janer is the global head of private equity sales with Platform Sales – Securities Services, based out of New York. Montserrat has been with J.P. Morgan since 2008. She was the head of Securities Services sales in Mexico and Brazil fo… Read full bio

Kshitij Shah

Chief Financial Officer & Chief Compliance Officer, WestBridge Capital Partners

Kshitij ("KS") Shah, the Chief Financial Officer and Chief Compliance Officer of WestBridge Capital, is based out of Silicon Valley. He has over 20 years of experience in the financial services industry. KS formerly served as Managing Director - Fina… Read full bio

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Kevin is Insight Equity’s Chief Financial Officer. Kevin joined Insight Equity in 2007 and is responsible for the financial management and administration of Insight Equity and its funds. He serves as a resource for portfolio company CFOs with respect… Read full bio

James Stevenson

Partner, ABS Capital Partners

James was a General Partner and CFO at ABS Capital for 17 years and was responsible for management of many aspects of the business, including running the finance, accounting, tax, legal, human resources, information systems, and operational functions… Read full bio

Jordan Stutts

Senior Writer, Private Markets, PEI

Jordan Stutts is a senior reporter at Infrastructure Investor based in New York. Since 2015, Jordan has covered trends in the funding and financing of infrastructure assets around the world. His stories range from the simple power-purchase agreement… Read full bio

Tina St. Pierre, CPA

Partner, Chief Administrative Officer, Secondaries, Landmark Partners, an Ares company

Ms. St. Pierre is a Partner and Chief Administrative Officer, Secondaries in the Ares Secondary Solutions Group. Prior to joining Ares in 2021, she was a Partner and the Chief Administrative Officer at Landmark Partners, where she focused on Landmark… Read full bio
Anna May Trala GTCR

Anna May L. Trala

Managing Director and Chief Financial Officer, GTCR

Anna May Trala is a Managing Director and Chief Financial Officer at GTCR, a leading private equity firm with assets under management exceeding $20 billion. Anna May leads the finance, treasury, portfolio valuation, portfolio on-boarding and performa… Read full bio

Jeanette Turner

Managing Director, Global Regulatory & Compliance, SEI

Jeanette Turner is Managing Director of Global Regulatory and Compliance within SEI’s Investment Manager Services division. Jeanette is an attorney with more than 15 years of experience working with the financial services industry. For 10 years, Jean… Read full bio

Adam Weinstein

Managing Director, New Mountain Capital

Adam Weinstein, Managing Director, joined New Mountain in 2005. Specifically, he spends his time helping to oversee and manage the Firm overall with the Founder/CEO as the Head of Firm Operations and Chief Financial Officer. On a day-to-day basis, he… Read full bio

Gerald Whelan

Private Equity Tax Partner, Ernst & Young LLP

Gerald is a New York based tax partner/principal in EY’s Financial Service Office with over 21 years of tax experience with EY. He is EY’s private equity (PE) US tax technical leader. Gerald also serves as EY’s US tax reform leader for PE and alterna… Read full bio

John Yantsulis

CFO & Partner, Searchlight Capital Partners

Prior to joining Searchlight in 2010, Mr. Yantsulis worked as a CFO at Reservoir Capital in New York, where he enhanced the infrastructure and internal controls to create efficiencies within the finance and operations functions and established the fa… Read full bio

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

At Soundcore Art is responsible for the financial operations of the firm and its investment partnerships as well as overseeing the firm’s compliance functions and the integration of our portfolio company acquisitions to improve efficiencies and profi… Read full bio

Year-round networking for private equity CFOs and COOs

The 19th annual CFOs & COOs Forum New York returns as in-person, live event January 2022.

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 industry-leading CFO and COO community. Request a trial to see how, in addition to attendance at the CFOs & COOs Forum New York, membership can help expand your network.

Meet 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

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

James Crossen

Managing Director Finance Apollo Global Management

The top conference I have attended. Very relevant topics, a great cast of characters and a diverse group of firms represented.

Kristine O' Connor

Managing Director and CFO, Franklin Park

The Forum is consistently the best conference for finance professionals in the private equity industry! The event offers meaningful content, knowledgeable speak…

Read full testimonial

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

A must attend conference for me. Plan to expand to other members of the Finance team.

CFOs & COOs Forum New York attendees get more:

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

  • Access to the CFOs & COOs Forum New York
  • 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 …

2022 Agenda

For speaking opportunities, contact Shamara Ray at or call +1 212 633 1453.

All times are listed in Eastern Time (ET)

Day 1 Day 2
View agenda page


Day one - Wednesday 19th

07:45 - 08:30

Registration – Continental breakfast

PEI Welcome
08:30 - 08:40

PEI Welcome & chair’s introduction

Chair’s welcome
08:40 - 08:45

Chair’s welcome

Keynote interview
08:45 - 09:30

Keynote interview

Plenary session
09:30 - 10:30

9th annual global CFO and COO benchmarking survey results

In this session, we will review the results of the ninth annual survey of CFOs and COOs from across the globe. We’ve collected extensive data on people, processes, and planning for the future. The insight gained from the survey will provide the foundation for a robust discussion by an esteemed panel of CFOs and COOs representing a broad spectrum of private funds.

Networking coffee break
10:30 - 11:00

Networking coffee break

Think tanks
11:00 - 12:00

Think tank (GPs only): Bolstering the future of the firm with a solid succession plan

  • Does your firm expect to see a succession event in the near future?
  • Laying the groundwork for succession
  • When is the right time to start identifying candidates?
  • How much LP disclosure is required regarding succession plans?
  • Determining if multiple candidates will be required to fill a role historically held by one person
  • How often do firms meet to identify successors?
  • Identifying successors by granting candidates some responsibility and authority to start to influence the business
  • Putting a process in place for a seamless transition
  • What does succession planning at end of fund life look like?
11:00 - 12:00

Think tank (GPs only): Is private equity going through a talent revolution?

  • How are CFOs competing effectively in the war for talent?
  • Will paying whatever it takes or providing other benefits/alternatives win the race for talent?
  • Restoring the balance: closing talent gaps resulting from women leaving the workforce during the pandemic
  • Making a case for return to office when other firms are offering remote options
  • Increasing value of soft vs hard incentives—finding the right mix
  • Inventive strategies for retaining next generation talent
  • Do you incentivize using matching or leveraged coinvest?
  • Assessing how to maximize and leverage existing employees
11:00 - 12:00

Think tank (GPs only): Are SPACs on your firm’s radar for 2022

  • Projections on SPACs formation and IPOs in the year ahead
  • Dissecting why PE is attracted to SPACs and the benefits of entering the evolving space
  • Does an increase in SPACs signal that firms should be giving the option another look?
  • Are SPACS an ideal way for firms to find liquidity and go public in a more controlled environment?
  • How does your firm view the growing SPACs market’s ability to bring companies public?
  • What has been the LP reception to the rising popularity of SPACs?
11:00 - 12:00

Think tank (GPs only): PE compensation trends

  • Conducting an analysis of your firm’s compensation and benefits
  • CFO compensation trends
  • What is competitive compensation by level of investment professional?
  • How do you compensate your employees? How does it compare to industry standards?
  • Identifying opportunities to augment terms of compensation
  • How do you incentivize employees?
  • Utilizing compensation surveys to benchmark against peers
  • Establishing a process to identify individual career goals to align opportunity and compensation
11:00 - 12:00

Think tank (Service providers only): What every GP expects from their service providers

  • Private equity’s mounting acceptance of outsourcing
  • Methods for overcoming challenges with adopting new technologies
  • Collaborating with service providers as partners
  • Setting up regular touchpoints
  • Having clear dialogue on what your provider is doing
  • Making your service provider a part of the team
  • Ensuring third-party due diligence
Networking luncheon
12:00 - 13:30

Networking luncheon

Breakout sessions I
13:30 - 14:20

Track A | Utilizing automation to maintain a competitive edge

  • Examining how automation is redefining PE firm processes
  • How do you define emerging tech within your firm?
  • How firms should be using emerging technologies to foster strategic growth
  • Adopting systems to automate ILPA templates
  • Budget friendly tools to help smaller firms automate
  • Leveraging automation and visualization for better decision-making
  • How do you sustain your advantage and/or not fall behind with the use of technology?
  • Automating the back office
13:30 - 14:20

Track B | Establishing a successful dynamic for internal and external fundraising strategies

  • Future direction of the CFO function during a fundraise
  • Finding value-adds across the firm to contribute to the fundraise process
  • Positioning the firm to be able to launch a new fund with existing resources and technology
  • Will fundraising continue to employ virtual meetings?
  • Making changes to how the firm presents in a virtual environment: scaling webinars, presentations and collateral
  • How different are in-person and virtual due diligence meetings during fundraising?
  • Fielding an increase in ESG policy questions
  • Are placement agents playing a larger role in providing fundraising support?
  • How are LPs utilizing track record data in the decision process?
13:30 - 14:20

Track C | One year later: tax reform and the Biden administration

  • Overview of tax legislation and regulatory changes
  • Affirmative planning for potential tax changes
  • Pivotal focus areas: corporate rate, personal rate, carried interest and dividends
  • Dissecting the impact of tax reform on senior professionals
  • How does the increasing capital gains tax drive what firms do with portfolio companies?
  • Impact of carry tax on portfolio companies
  • Recent state and local tax developments
  • Investor sensitivities—fund structure and tax reporting
  • Emerging cross-border tax developments
  • What is on your radar at the fund or portfolio company level?
13:30 - 14:20

Track D | Reevaluating methods and implementing new approaches for streamlining firm operations

  • Surveying what is driving operational efficiency at the firm to uncover additional areas of opportunity
  • Is your firm readying for value creation initiatives to drive efficiency?
  • Assessing how the finance team can deliver efficiency to support the business
  • Taking another look at outsourcing: which functions can be outsourced and what remains in-house?
  • What technologies are being utilizing across the firm from an operational perspective?
  • Understanding who is responsible for and owns the system initiatives at your firm
  • Adhering to ILPA standards to address increasing LP expectations
13:30 - 14:20

Track E | Technology spotlight

Discover new automated solutions firms are implementing to address challenges and the best technology to help with accounting, transparency, reporting and more.

Breakout sessions II
14:25 - 15:15

Track A | Orchestrating the management, normalization and utilization of data

  • Growing importance of data across the firm
  • Models for getting an essential database from an inherently complex task
  • Best practices for achieving better organization of data
  • Finding a complimentary approach to consuming data from an Excel spreadsheet
  • Pulling data in a way that can be managed, utilized and shared—what tools do you need?
  • Steps for maintaining good, quality data over time
  • Deploying a company-wide platform to enable firmwide data solutions
  • Strategies for cleansing data and quality control
  • Is your firm using data warehouses, data lakes or business intelligence tools?
  • Analyzing firm data to make better investment decisions
  • How are firms utilizing data in a way that’s forward looking?
  • Data protection risk
  • Cybersecurity best practices and protocol
14:25 - 15:15

Track B | Holding on: improving performance and returns through continuation funds

  • Unraveling the pros and cons of seeking longer term holds on companies
  • Are continuation funds an option for addressing supply and demand issues?
  • How do continuation funds de-risk assets?
  • Determining which assets have the potential to grow doing a continuation fund
  • What strategic approaches can firms take to extend funds and achieve positive performance results?
14:25 - 15:15

Track C | How private equity is adjusting valuation methodology

  • State of valuations in a hot leverage and pricing market
  • What does PE do to prepare for 2022?
  • GP attitude towards lifting valuations in line with the large market valuation uplift
  • Valuations and audit review: are firms using a third-party or doing it in-house?
  • Benchmarking whether CFOs are responsible for valuation and how it’s evolved over time
  • Does the investment team or finance/accounting complete valuations?
  • Reviewing valuation policy changes made during the pandemic to determine the need to revert back
  • Is the SEC focusing more on valuation and disclosure?
  • Establishing a centralized data collection process with the finance and/or deal team
  • Are firms doing valuations based on WACC or making adjustments?
  • Best practices and where the industry is heading
14:25 - 15:15

Track D | COO strategic initiatives: moving the back office toward operational efficiency

  • Reassessing back office operating models to identify efficiencies
  • Achieving efficiency gains through back office deal tracking, accounting and CRM software integration
  • Identifying the operational elements COOs need to tackle as firms change
  • Managing growth and scale while establishing processes to meet new demands from LPs
  • Moving the firm toward better integrating systems
  • Wading through point solutions to ensure the firm is getting the right visibility into investments
  • Strategies for securing buy-in within the firm when operational efficiencies are needed and require a sizable investment
  • Putting resources in place to enable you to achieve more and decrease day-to-day tasks
14:25 - 15:15

Track E | Technology spotlight

Discover new automated solutions firms are implementing to address challenges and the best technology to help with accounting, transparency, reporting and more.

Networking coffee break
15:15 - 15:45

Networking coffee break

Plenary session
15:45 - 16:35

How can CFOs and COOs be more additive to firm initiatives?

  • Evolving skills: how the role has changed and will function 5-10 years from now
  • Tools CFOs and COOs use to effectively manage the growing demand on time and resources
  • Prioritizing responsibilities when concurrent deliverables have critical levels of importance
  • How are CFOs enhancing the support provided to portfolio companies?
  • How do you split CFO vs COO responsibilities?
  • Weighing in on outsourcing decisions
  • Managing in-house and outsourced functions
  • CFO role in the IR and fundraising processes
  • How CFOs are assisting in making portfolio companies as profitable as possible
  • Playing a strategic role in the firm’s considerations about its balance sheet
  • Different hats CFOs wear throughout the span your career
  • Overcoming challenges around adopting new technologies
16:35 - 17:20

Keynote interview

Cocktail reception and end of day one
17:20 - 18:20

Cocktail reception and end of day one


Day two - Thursday 20th

Invitation-only think tanks
07:45 - 09:00

CFOs and COOs think tank

07:45 - 09:00

CCOs think tank

07:45 - 09:00

Senior finance executive think tank

Continental breakfast
08:15 - 09:10

Continental breakfast

Opening remarks
09:10 - 09:15

Chair’s opening remarks

Keynote interview
09:15 - 10:00

Keynote interview

Plenary session
10:00 - 10:50

Adapting to hybrid work environments in a historically in-office culture

  • Is remote and hybrid working the new normal for private equity?
  • Exploring the purpose of “office” for your organization?
  • What are firms doing to address the ever-increasing demand for work from home?
  • Striking the right balance for your firm: number of days per week, rolling, etc.
  • Importance of having the right technology in place to operate productively in a remote/hybrid environment
  • Methods for fostering engagement and growth of hybrid/remote back-office employees when the investment team is in the office
  • How to monitor performance and identify high performers
  • Conducting remote finance team oversight in a post-COVID work environment
  • Unintended consequences of people not being in the office
  • Are firms concerned about attrition?
  • How to attract and retain talent when other firms offer more appealing hybrid or remote arrangements
Networking coffee break
10:50 - 11:20

Networking coffee break

Breakout sessions I
11:20 - 12:10

Track A | What’s in store for the future of carry?

  • Examining carry models that are simpler to administer and more equitable to manage
  • Carry vesting schedules: what are firms doing?
  • Examining GP carried interest waterfall structures and the impact on returns
  • How do you think about who is entitled to carry, considerations?
  • How does your firm allocate carry and who gets in the carry pool?
  • Should founders spread carry more evenly down into the organization?
  • What is the approach to fund new hires when all the carry has been allocated?
  • Bracing for a change in tax legislation and whether carry will be taxed like regular income
  • What kind of language are firms putting in LPAs to address the coming tax bill?
  • Considerations for doing phantom carry
  • Creative approaches for dealing with the carry rule
11:20 - 12:10

Track B | What’s ahead for PE compliance: the next three years?

  • What regulatory changes is the industry anticipating from SEC Chair Gensler?
  • How are you being strategic in compliance?
  • Common issues firms encounter with respect to fees and expenses?
  • Implementing a process to ensure better data and reporting
  • Should PE anticipate an uptick in exams and enforcement actions?
  • Before the exam—considerations when preparing for a potential SEC visit
  • Recommendations for utilizing outsourced compliance consultants
  • CFO and COO accountability in the compliance process
  • Tracking timeline initiatives and trends from one SEC Chair to the next
  • Standing by for a prescriptive approach for the industry at large on ESG, reporting and disclosure requirements
  • Regulations on the horizon: crypto, capital gains tax and carried interest
  • New marketing rules
11:20 - 12:10

Track C | Analyzing how technology is interconnected with firm success

  • Surveying the latest technology and tools for private equity
  • Ensuring your technology is ideal for the firm’s type of investments and required reporting
  • Determining what system to use for fund accounting
  • Tools for organizing data and metrics
  • Providing necessary training and education for in-house use and remote access
  • Uncovering common integration challenges when launching new technologies
  • Incorporating user feedback into technology decisions
  • The role next generation technologies are playing in the investment decision-making process
11:20 - 12:10

Track D | How firms approach and view the use of subscription lines

  • Are you seeing an increase in the overall debt exposure in the funds?
  • What type of facilities are being used and how long is debt outstanding before repayment?
  • Using leverage to show increased returns given today’s low interest rates
  • Overview of hybrid facilities
  • Employing asset backed facilities at the portfolio level
  • What is the borrowing landscape like for your firm?
  • Do you use subscription lines for actual leverage or for bridging purposes?
  • SEC oversight into use of the line
  • Why UBTI has been sensitive issues with investors
  • Renewal process of subscription lines—what it entails
  • Calculating performance in a way that takes out the impact of subscription lines
  • DDQ and subscription line terms: how much you can call on commitments and how long do you keep it out there?
  • How to leverage your subscription lines to enhance returns
Roundup sessions
11:20 - 12:10

Roundup A | Aligning ESG commitment with corporate strategy

  • Advancing the firm from ESG awareness to implementing policies and procedures
  • Taking steps to make ESG a part of the firm’s DNA
  • How are firms tracking and enforcing ESG within portfolio companies?
  • Portfolio company ESG data: collection and frequency
  • Presenting accurate ESG initiatives to potential LPs
  • Tackling ESG reporting in response to more sophisticated LP questions
  • New ESG regulatory requirements
  • Examining the parameters and metrics of your ESG compliance policies
  • What is the SEC focusing on with disclosures?
11:20 - 12:10

Roundup B | Ensuring outsourced services are aligned with firm interests

  • Checks and balances: getting comfortable with relinquishing a level of control to vendors
  • Formalizing the vendor selection process to guarantee you pick the right partner
  • Conducting service provider due diligence
  • Cost allocation of outsourced solutions
  • What are the hidden costs of insourcing vs outsourcing?
  • How much time does outsourcing really save the firm?
  • Examining the technologies needed to keep specific functions in-house
  • Can a strong CFO network be an alternative to hiring or outsourcing?
  • Having a productive and transparent relationship with your service providers
  • Management of outsourcing in relation to regulatory oversight
Working groups
12:15 - 13:00

Group A | Building finance teams

  • Assessing what level of expertise you have in-house
  • Evaluating whether to hire for the finance team or does it make more sense to outsource
  • Focus on recruitment: using emerging/untraditional sources to assemble a pool of candidates
  • Do your diligence: outlining requirements for third-party service providers
  • Developing the junior finance team
12:15 - 13:00

Group B | Cybersecurity policies and risk mitigation

  • Where does cyber risk rank on the list of challenges your firm faces today?
  • What are firms doing to proactively prevent hacks?
  • What should be the internal process if your firm gets hit by a cyberattack?
  • Using technology/ tools more robustly in cybersecurity initiatives
  • Implementing a process to lead the cybersecurity charge for your portfolio companies
  • Handling ODD questions that have an increased focused on cyber
  • How are other firms approaching cyber insurance?
  • Cybersecurity email standards: how do you treat PDF attachments?
  • Security measures for LPs who cannot/will not login to the investor portal
  • Use of password-protected or encrypted documents
  • Creating cybersecurity best practices and protocols around legacy systems with data in multiple places
  • Developing a cybersecurity training program for employees
  • Ensuring firm policies are up to par with SEC requirements
12:15 - 13:00

Group C | Secondary market: driving growth in fund restructuring

  • What does aging funds mean and how many are out there?
  • Market metrics and recent developments in the market
  • Economic insight on what can be seen in the data
  • Providing options for GPs and LPs seeking a way to structure out
  • Evaluating the process: timeline of how long these deals are supposed to take
  • Due diligence—perspectives on running and facilitating the deals
  • What diligence looks like from the funds side of the universe
  • Types of information and documents requested
  • What changes can fund managers expect with fair value accounting for secondary market transactions?
  • Tax and valuation issues to consider
Networking luncheon
13:00 - 14:05

Networking luncheon

Plenary sessions
14:05 - 14:55

Key considerations for addressing diversity, equity and inclusion issues in private equity

  • Are DEI initiatives a matter of firm culture?
  • How much does LP pressure contribute to DEI policies?
  • Does your HR policy provide structure or outline diversity initiatives?
  • Tackling post pandemic talent gaps in an inclusive manner
  • How can the challenge of lack of diversity at entry and senior levels be solved?
  • What impact hiring should look like for PE and your firm
  • Changing how your firm approaches recruitment and hiring
  • Utilizing recruiters to assist in identifying the right candidates
  • Ensuring diverse hires are successful within the firm
15:00 - 15:50

Evolution and normalization of investor reporting

  • How has investor reporting evolved over the past 10 years?
  • Primary areas of reporting that have changed the most in the last several years
  • Best practices for responding to ESG questionnaires and reporting on ESG metrics
  • Recent reporting on DEI initiatives
  • Handling ILPA templates and increasing side letter requests
  • Are ILPA templates used for specific investors or across the board for all investors?
  • Exploring different ways to manage data including technology implementation
  • What are you doing internally to get to a single point of truth?
  • Utilizing portals as the delivery mechanism to LPs
  • Will AGMs and diligence meetings remain virtual in the future?
  • Are investors requesting returns presented in accordance with GIPS?
Fireside chat
16:00 - 16:30

Keynote fireside chat

End of conference
16:30 - 16:30

End of conference

Up to 15 CPE credits available

Earn up to 15 Continuing Professional Education (CPE) credits at this year’s CFOs & COOs Forum. PEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website:


COVID-19 vaccination requirements


As part of our commitment to safety at the CFOs & COOs Forum New York and following New York City and venue COVID-19 vaccination requirements, we are requiring that all attendees must provide proof of full COVID-19 vaccination status before checking into the event.

To expedite this process, PEI Media and the Sheraton New York Times Square Hotel will be using Health Pass by CLEAR, which provides secure, digital proof of COVID-related health insights via the CLEAR mobile app. Complete your health screening with Health Pass by CLEAR ahead of time for expedited check-in and entry. We will not be accepting NYC COVID Safe App or Excelsior Pass as a form of record of vaccination at the event. We are only accepting proof via Health Pass by CLEAR.

All attendees will receive the event specific Health Pass registration code before the event.

Questions? Please contact

Frequently asked questions

Will I need to be vaccinated to attend the CFOs & COOs Forum New York?

Yes. Only individuals who provide full proof of COVID-19 vaccination status via the Health Pass by CLEAR app will be allowed to enter the event.

Do I need to use Health Pass by CLEAR to attend the event? Can I bring my vaccine card or show a negative COVID-19 test result or use another app?

All attendees must use Health Pass by CLEAR to prove vaccination status. Attendees cannot only show a vaccine card upon entry, a negative COVID-19 test result, or the NYC COVID Safe App or Excelsior Pass. Verification via Health Pass by CLEAR must be presented on arrival to prove vaccination status.

What if I don’t download the app and complete Health Pass by CLEAR before arriving to the event?

We strongly encourage all attendees to download the CLEAR app and sign up for Health Pass by CLEAR at least 24 hours prior to the event to ensure your vaccination status is confirmed. If you do not this, please bring your vaccine card and a photo id with you to the venue to verify your information through the app onsite at the event. It can take up to 30 minutes for your vaccination status to be confirmed.

What is Health Pass by CLEAR?

CLEAR Health Pass is a free feature in the CLEAR app that provides an easy way to complete health screenings for a safer, easier return to events. After a quick one-time enrollment, you’ll follow instructions to comply with health requirements for the venue. Upload your CDC vaccine card or link to your vaccine provider.

How do I use Health Pass by CLEAR?

  1. Download the CLEAR app and tap on the white Health Pass tile.
  2. Tap “Enroll or verify your in CLEAR” to create your CLEAR member account
    1. New to CLEAR? When prompted, enter your email address, phone number and have your gov’t issued photo ID ready to complete enrollment.
    2. Already a CLEAR member? Use the email address associated with your membership and snap a quick selfie to verify your identity
  3. Continue to follow prompts on the Entry Requirements page to securely confirm your proof of vaccination. Upload a photo of your vaccine card or select your vaccine provider to verify your proof of vaccination.
  4. After your vaccination upload, two weeks prior to the event, a code is provided by PEI Media specific to the CFOs & COOs Forum New York to confirm your identity for the event in the app. Open the health pass to get your verification result. Green means you’re good to go!

Please note that once your vaccination record is uploaded to the platform, it can take up to 30 minutes for your status to be verified. All attendees are strongly encouraged to complete this process at least 24 hours before the event.

How does CLEAR protect my personal data?

Privacy is at the center of everything at CLEAR and they are fully committed to protecting members’ information. Personal information is never sold or rented. Personal information is only used to deliver a frictionless and secure experience with CLEAR.

I am already registered for the CFOs & COOs Forum New York, how do I confirm my vaccination status?

Email communications are being sent to all attendees regarding Health Pass by CLEAR and the CLEAR app can be downloaded right away to start verifying your vaccination. Attendees are strongly encouraged to verify vaccine status at least 24 hours prior to the event. The event specific code needed to confirm your identity will be sent to all attendees two weeks prior to the event.


Any questions regarding the event and vaccination requirements should be sent to

sheraton hotel
The Sheraton NY Times Square Hotel
811 7th Avenue, 53rd street
New York, NY 10019

All conference sessions will take place at the Sheraton NY Times Square Hotel.

We also have reserved a room block at the hotel for all attendees with a discounted rate. To reserve your room at the hotel please use the link below or call reservations and mention PEI CFOs & COOs Forum at 1-888-627-7067.

Please note the rate expires January 7, 2022.

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