COVID-19 vaccination requirements 

As part of our commitment to safety at the CFOs and COOs May Networking Breakfast 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 along with a matching photo ID (drivers license or passport only) when checking into the event.

Connect at the CFOs & COOs Networking Breakfast

Join the CFO All Access community on May 11th at The Knickerbocker Hotel in New York to network with peers and discuss best practices for ensuring human capital and operations are in sync and contributing to firm success.

Engage with peers over breakfast, hear from an authoritative panel and enjoy additional networking time at the CFOs & COOs May Networking Breakfast.

Your RSVP is required to attend the CFOs & COOs May Networking Breakfast. Please RSVP by Friday, May 6.

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Day 1

Agenda

Networking Breakfast - Wednesday 11th

08:55 - 09:00

Registration

09:00 - 10:00

Welcome & networking breakfast

Panel discussion
10:00 - 11:00

How CFOs & COOs are bridging the gap between human capital and daily operations

Graham Bippart, Darren Herz , Rebecca Lucia, CFA, Jon Zagrodzky

CFO and COO roles and responsibilities continue to expand as the private equity industry grows and evolves. As the back and middle offices work to improve approaches for managing daily operations and promote strategic collaboration across the firm, there is also a need to prioritize talent management. Firms are proactively building sustainable operations and require the resources, technology and talent to navigate firm initiatives.

An insightful panel of senior finance and operations executives will share processes for balancing human capital and functional objectives to create operational efficiencies within PE firms.

  • Managing the increase of CFO and COO involvement in firm growth and initiatives (investor relations, committees, public affairs, ESG, IT, etc.)
  • Restructuring talent recruitment and retention strategies in a competitive market
  • The Great Resignation: examining the impact on employee turnover in the back and middle office
  • Assessing the need to utilize outsourced partners or add new hires to the firm
  • Establishing a sustainable, inclusive environment to meet firm and investor requirements
  • Deploying the latest technology to achieve operational efficiencies in data, reporting and valuation
  • How will recent regulatory developments impact CFO and COO responsibilities?
  • Putting diversity, equity and inclusion at the forefront of talent policies

Moderator:
Graham Bippart, Editor, Private Funds CFO, Private Equity International

Panelists:
Darren Herz, Chief Financial Officer, Goldner Hawn
Rebecca Lucia, CFA, Partner, Chief Financial Officer/Chief Operating Officer, 5AM Ventures
Jon Zagrodzky, Chief Operating Officer & Chief Financial Officer, Rhône Group

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Read bio
A speaker photo for Darren Herz

Darren Herz

Chief Financial Officer, Goldner Hawn

Read bio
A speaker photo for Rebecca Lucia, CFA

Rebecca Lucia, CFA

Partner, Chief Financial Officer/Chief Operating Officer, 5AM Ventures

Read bio
A speaker photo for Jon Zagrodzky

Jon Zagrodzky

Chief Operating Officer & Chief Financial Officer, Rhône Group

Read bio
11:00 - 12:00

Networking

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

Darren Herz

Chief Financial Officer, Goldner Hawn

Darren Herz is the Chief Financial Officer of Goldner Hawn. He is actively involved in the firm’s activities including capital raising, finance, administration, information technology, compliance, investor relations, and working closely with portfoli… Read full bio

Rebecca Lucia, CFA

Partner, Chief Financial Officer/Chief Operating Officer, 5AM Ventures

Rebecca Lucia serves as the Chief Financial Officer, Chief Operating Officer, and Partner at 5AM Ventures. Ms. Lucia has over 25 years of experience in venture capital, finance, and the life sciences industry. She previously served as CFO for Prospec… Read full bio

Jon Zagrodzky

Chief Operating Officer & Chief Financial Officer, Rhône Group

Jon E. Zagrodzky is the Chief Operating Officer and Chief Financial Officer of Rhône Group, LLC, a middle market private equity firm, where he is responsible for finance, operations, human resources, administration, information technology, and busine… Read full bio

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