Top 10 CFOs & COOs Forum Best Practices & Takeaways


The annual CFOs & COOs Forum has been a pivotal resource for senior finance and operations executives for the past eighteen years. Keynotes, think tanks, panels and roundtable discussions uncover the important issues and engage the community in timely and relevant conversations.  Recognized as the one event not to be missed, CFOs and COOs meet to benchmark against peers, receive solution-driven strategies and best practices to implement within their firms.

On July 14, an informed panel will reveal the top 10 best practices and takeaways from the annual Forum covering a range of topics including virtual fundraising, data management, ESG, valuation, investor reporting and more.

  • What are firms doing to drive and maximize operational efficiency?
  • Assessing what health and safety looks like for the firm in a hybrid return to work environment
  • COO accountability in the SEC examination process
  • Pinpointing technology requirements for organizing data, metrics and reporting
  • Requisite information and documents for running and facilitating secondary deals
  • Designing a diversity framework to address gaps within the firm

Join us on July 14 from 1:00 – 2:15 PM ET for a virtual rundown of the 18th Annual CFOs & COOs Forum and identify the processes and procedures that require a closer look at your firm.

To attend the July Deep Dive, you must be a CFO All Access member.


Speakers include

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Blake Bennett is the Chief Financial Officer and Chief Compliance Officer of Revelstoke Capital Partners. Prior to joining Revelstoke, Mr. Bennett was the Fund Accounting Manager of KSL Capital Partners, a Denver-based private equity firm where he wa… 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

Gregory Feig, CPA

Chief Financial Officer, CCMP Capital Advisors, LP

Greg Feig is a Managing Director and Chief Financial Officer of CCMP Capital. Prior to joining CCMP in 2006, Greg worked as an Assistant Controller at Ticketmaster Entertainment, Inc. Prior to Ticketmaster, Greg held senior accounting positions at El… Read full bio

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.

Andrew joined Pfingsten in 2008 and is responsible for all financial, tax, compliance and administrative activities of the firm. Prior to joining Pfingsten, Andrew worked with private equity, hedge fund, and broker-dealer audit clients in the Financi… Read full bio

Maggie Schmitt

Chief Financial Officer, JMI Equity

Maggie leads JMI’s finance and accounting functions. Prior to joining JMI in 2009, Maggie worked in the audit practice of Deloitte. JMI Equity is a growth equity firm focused on investing in leading software companies. Founded in 1992, JMI has invest… Read full bio

Irene Willard

Chief Financial Officer, Dunes Point Capital

Ms. Willard joined Dunes Point Capital in 2020. Prior to joining Dunes Point Capital, Ms. Willard was the Chief Financial Officer of The Raine Group’s Principal Business, where she developed the finance function for the Firm’s growth equity, venture… Read full bio