PROGRAM DESCRIPTION
The role of the CFO has evolved. Today’s finance leaders are expected to do more than report the numbers—they must drive operational improvement, communicate value creation strategies, and help position their organizations for growth and investment.
Whether preparing for private equity investment, leading a portfolio company, or evaluating future opportunities, CFOs must understand what institutional investors look for and how to build a finance function that supports enterprise value creation.
Join experienced private equity executives, portfolio company CFOs, and advisors for an inside look at the expectations placed on today’s PE-backed CFO. Explore the differences between traditional private company finance leadership and the private equity environment, including operational discipline, performance metrics, investor communication, due diligence, and the strategies that help CFOs succeed in high-accountability environments.
KEY TAKEAWAYS
- Understand what private equity firms look for in a CFO and why certain backgrounds and experiences stand out.
- Learn how PE-backed CFOs approach metrics, reporting, operational improvement, and value creation.
- Discover how CFOs can prepare companies to attract institutional capital and become investment-ready.
- Gain insights into the due diligence process and the critical questions CFOs should ask before pursuing investment.
- Explore strategies for succeeding in a PE environment and building credibility with investors, boards, and operating partners.
SPEAKERS
Speakers will be announced soon!
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.
SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
