CFO All Access - May Deep Dive

Data management strategies: innovation and analytics

As CFOs and COOs seek more strategic approaches to data management, it’s dependent on the firm to ascertain current needs and implement a data strategy. Though many firms still manage data through spreadsheets and manual tools, techniques and solutions have evolved along with data requirements. What will it take for your firm to transition to a new approach? An authoritative panel will examine the processes and technology for aggregating and analyzing data. Discover who’s doing it well and receive strategies for sourcing, managing and processing data at your firm.

Data strategy plan: establishing what you want to accomplish with the data
Examining how firms are utilizing data to improve efficiency and effectiveness in finance, IR and their portfolio companies
Determining the most important areas to ensure you have the right data—fundraising, investor communication, performance reporting, managing LP relationships, etc.
Identifying and managing your data risk
Cybersecurity best practices for protecting the firm’s data
What transparency are LPs seeking?
Exploring what is available in advanced data management technology

Join the CFO All Access community on May 11 from 1:00 – 2:15 PM ET to receive best practices to manage, source and analyze data.

Agenda

Deep Dive - Tuesday 11th

Data management strategies: innovation and analytics

13:00 - 14:15

Data management strategies: innovation and analytics

Graham Bippart, Michael Kenny , Michael Koenig , John W. Polis

Data strategy plan: establishing what you want to accomplish with the data
Examining how firms are utilizing data to improve efficiency and effectiveness in finance, IR and their portfolio companies
Determining the most important areas to ensure you have the right data—fundraising, investor communication, performance reporting, managing LP relationships, etc.
Identifying and managing your data risk
Cybersecurity best practices for protecting the firm’s data
What transparency are LPs seeking?

Exploring what is available in advanced data management technology

Moderator:
Graham Bippart, Editor, Private Funds CFO, PEI Media

Panelist:
Michael Kenny, Managing Director, Willowridge
Michael Koenig, Chief Client Officer, Hamilton Lane
John W. Polis, Chief Operating & Technology Officer, Star Mountain Capital

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Michael Kenny

Managing Director, Willowridge

Michael Koenig

Chief Client Officer, Hamilton Lane

John W. Polis

Chief Operating & Technology Officer, Star Mountain Capital

Speakers include

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…

Michael Kenny

Managing Director, Willowridge

Mike joined Willowridge in 2009 after eight years at Goldman Sachs & Co. where he was a Vice President in Finance responsible for the accounting, analysis, reporting and internal controls of the firm’s private equity funds. He is a certified publ…

Michael Koenig

Chief Client Officer, Hamilton Lane

Mike is Chief Client Officer at Hamilton Lane, where he is responsible for the Relationship Management and Client Service and Operations teams and serves as a member of the Investment Committee. Mike began his career at Hamilton Lane in 2008 as a Rel…

John W. Polis

Chief Operating & Technology Officer, Star Mountain Capital

John Polis is an entrepreneurial information management and business operations leader with a 25+ year track record of creating and enhancing technology enabled businesses and building platforms that allow for significant scale. At Star Mountain Capi…

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