The Private Funds CFO Network is the exclusive hub for the mostinfluential finance, operations and compliance executives working inprivate markets. The Network is rich in communal knowledge andprovides exclusive introductions, intimate peer gatherings around
specific topics and continuing professional education opportunities.

January 2024
CFO New York
Date: 30 – 31 January, Sheraton Times Square, New York
Format: In-person, 2-day member-only conference
The must-attend marquee event for senior private equity executives to network with peers, connect onshared challenges and forecast the year ahead. The Private Funds CFO Network flagship event
offers connection and insight for all members on a global scale.
• Fundraising challenges in the year ahead.
• Technology, including AI, and cybersecurity.
• Talent retention and recruitment.

Women’s Circle @ CFO New York (member-only)
Date: 31 January
Format: In-person, off-the-record, Women’s Circle-only networking breakfast• Join the women within the Network to connect, learn, exchange notes and promote female
diversity with the industry at a breakfast meeting session.

Emerging Managers’ Circle @ CFO New York (member-only)
Date: 31 January
Format: In-person, off-the-record, emerging managers-only networking breakfast• Join the fellow members of the Emerging Managers Circle for breakfast and refreshments.

Venture Circle @ CFO New York (member-only)
Date: 31 January
Format: In-person, off-the-record, venture circle-only networking breakfast• Join the fellow members of the Venture Circle for breakfast and refreshments.

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.groupFebruary 2024
Risk Management discussion on cash management and treasury bestpractices
Date: 14 February
Format: Virtual, on-the-record panel discussion and Q&A, 1 CPE credit• How to best manage liquidity needs.
• How to plan for capital calls, distributions, tax distributions.
• Modeling best practices for cash management.
• What are warning signs of deterioration in firm liquidity and capital if market conditions worsenthat risk managers should be monitoring over the next year or so?
• How you can improve the monitoring, measurement, and management of liquidity and capitalrisk as it relates to the performance of your firm and/or counterparties.

Continuing the conversation around cash management
Date: 21 February
Format: Virtual, off-the-record Q&A, 1 CPE credit• CFOs swap cash management tips and best practices.
• How to best plan for cash needs (distributions, etc.) How far ahead? In-house or outsource
this? What are the key factors in these decisions to consider?
• and more…

Private Funds adviser rules discussion
Date: 28 February
Format: Virtual, off-the-record Q&A, 1 CPE credit• Hear about the latest compliance updates on the PF Rules.
• Discuss what practical steps should firms be taking now to prepare.
• Compare how firms are handling the reporting requirements and more.

Follow up with the FBI to answer your questions: understanding complex risks
in private markets
Date: 29 February
Format: Virtual, off-the-record meeting and Q&A• Learn more about the FBI’s initiatives in the Complex Financial Crimes and Cybersecurity
branches.
• Gain insights on risk management and cyber-crimes prevention.
• Learn how to vet IT vendors.
• Hear about trends in cyber crimes and how they were dealt with in order to mitigate damages.

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

March 2024
Breakfast roundtable at Kroll on fund wind-down best practices & solutions
Date: 6 MarchFormat: In-person, off-the-record roundtable discussion, 1 CPE credit• Hear about key issues regarding wind-downs.
• Learn what to implement now if your firm will be winding down.
• Benchmark with your peers on consolidating service providers, and rationalizing costs related
to a fund wind down.
• Discuss key considerations with legal experts and consultants for private fund managers.
• Learn practical approaches and tools that firms can take to be prepared for wind downs.

Executive Coaching Series: CFO presentation skills
Date: 13 MarchFormat: Virtual, off-the-record Q&A, 1 CPE credit
Join us to learn best practices in CFO presenting while captivating and engaging audiences of all
sizes. This session will highlight ways to help you be efficient with time, stay on topic, get buy-in, andachieve your presentational goals.
• Tackle common concerns of general presenting skills to small and large audiences, such as
how to deal with difficult questions and what to do when people remain silent after you throwout a question or try to be funny.
• Address the importance and timeliness of storytelling, along with learning about measuringand maintaining control over our emotions.
• Discuss the audience, their expectations, and the appropriate structure, style, and goals
needed for a successful presentation.

Executive Coaching Series: influence beyond your department
Date: 14 MarchFormat: Virtual, off-the-record Q&A
Join us to learn how you can become increasingly influential beyond your department and across theorganization at varying levels.
• Identify the common roadblocks private funds and finance teams have in influencing others
outside of their department.
• Understand the cycle of influence, which includes reputation, impression management,
relationship building, and helping others achieve their goals.
• Provide tips for gaining authority through body language while attending non-financedepartment meetings (especially online meetings).

Where are we with AI and automation in the PE/VC industry?
Date: 21 MarchFormat: Virtual, on-the-record panel discussion and Q&A, 1 CPE credit• Discuss initial steps that firms can take to move forward with AI now.

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

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Learn about data readiness. What should be done regarding different categories of data? andprioritizing data?
Gain understanding of various use cases for AI and how to identify those use cases.
Understand the ROIs (money, time) for using AI.
Take in the trends that are being discussed in the industry around cybersecurity, compliance,and more…

Executive Coaching Series: time management practices for development
Date: 26 MarchFormat: Virtual, off-the-record Q&A, 1 CPE credit
Join us to learn best practices in time management. In particular, the time to develop your team.
• Identify and discuss which work tasks suck the most of our time and how (if appropriate) we
can delegate them to others.
• Reveal a simple model for prioritization of tasks and a technique to speed up delegation.
• Uncover hidden developmental opportunities “in the gaps” from cradle to grave in theemployee’s journey.

April 2024
Continuing the conversation on AI and automation
Date: 12 April
Format: Virtual, off-the-record think tank and interactive discussion, 1 CPE credit
A deeper dive into how your firm might be using AI or would like to explore it.
• Benefits and drawbacks of using AI tools.
• For which finance tasks are you actually utilizing and applying it?
• How has it helped (or hindered operational efficiencies).

Fund reporting and KPIs
Date: 17 April
Format: Virtual, on-the-record panel discussion and Q&A, 1 CPE credit• What are the key metrics to determine a fund’s performance (e.g., IRR, money multiples,
public market equivalents, etc.).
• Are there other metrics to reflect a more nuanced view of a fund’s performance? (e.g.,
Modified IRR, alternative types of money multiples and public market equivalents).
• What are some best practices pertaining to internal reporting that might better support
external reporting? and more…

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

May 2024
Maximize returns through data unification & analytics
Date: 8 May
Format: Virtual, on-the-record Q&A, 1 CPE credit• Understand all the various categories of data that need to be brought together (third-party
data, KPI data, etc.).
• Explain how a firm can use centralization of data as a lever to capitalize on timing for value
creation, exits, etc.
• Learn how data unification can make your role easier and position your team for moreproactive data-driven investing and more…

Virtual Women’s Circle: how to lead as a female with influence
Date: 9 May
Format: Virtual, off-the-record think tank and interactive session, 1 CPE credit• How to lead as a female during times of significant change, disruption and challenges. How todetermine our strengths to leverage.
• How do we fit in as a female senior executive in a male dominated firm and industry.
• How do we extend this beyond ourselves to empower other females?
• Share real-life examples and situations that have shaped how you have experienced andapproached leadership.
• and more…

Continuation vehicles best practices
Date: 14 May
Format: Virtual, on-the-record panel discussion and Q&A, 1 CPE credit• Hear from CFOs who have utilized continuation vehicles, case studies.
• Who should advise on these types of transactions.
• Legal considerations of continuation structures.
• Economic considerations for LPs, etc (how to treat fees, expenses, carry, etc).

Marketing Rule: presenting performance on marketing decks
Date: 20 May
Format: Virtual, off-the-record interactive panel session and Q&A• Learn how to present performance on marketing decks.
• Discuss gross and net performance and how to represent fees and expenses.
• Understand how and when to present ‘predecessor performance.’• Learn how and when to present ‘related performance.’

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group••

Understand how the marketing rule affects ‘extracted performance.’
Learn about the conditions necessary to include ‘hypothetical performance.’

Private Fund Compliance Forum
Date: 22 – 23 May, Convene, Washington, DC
Format: In-person, 2-day member-only conferenceWith a rich 10+ year history of breaking critical information impacting our industry, private fundcompliance professionals make this the must attend event of the year
• Drill down into the changes, including the private fund adviser rules, to make sure you fully
understand what’s coming and how to better position your firm.
• Hear directly from the SEC to keep you up to date on what’s coming from them, prepared forpotential exams, and ahead of all enforcement actions.

Continuing the conversation on continuation vehicles
Date: 28 May
Format: Virtual, on-the-record think tank, 1 CPE credit• What do the dynamics and trends of continuation vehicles look like these days?
• What are some different structures/types of continuation vehicles?
• LP and GP Motivations for continuation structures? What are the ideal scenarios for thesestructures?
• What are the regulatory considerations? and more…

June 2024
Private Funds CFO Network Chicago Roundup
Date: 5 – 6 June, JW Marriott, Chicago
Format: In-person, 1-day Network conference
The must-attend intimate event that connects you with senior finance and operations executives forroundtable discussions that will provide actionable outcomes for your firm. Attendees can exchange
ideas and gain actionable advice to ensure they are prepared for upcoming regulations and trends.
• Approaches to outsourcing and managing your providers.
• The intense compliance landscape.
• Data management and scaling.

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.groupVenture’s Circle @ Chicago Roundup (member-only)
Date: 5, 6 JW Marriott, Chicago
Format: In-person, off-the-record, venture circle-only networking events• Cocktail networking reception to connect with fellow Venture circle members.
• Join the Circle for breakfast and refreshments.

Women’s Circle @ Chicago Roundup (member-only)
Date: 6 June, JW Marriott, Chicago
Format: In-person, off-the-record, Women’s Circle-only networking breakfast• Join the women within the Network to connect, learn, exchange notes and promote female
diversity with the industry at a breakfast meeting session.

Emerging Managers’ Circle @ Chicago Roundup (member-only)
Date: 6 June, JW Marriott, Chicago
Format: In-person, off-the-record, emerging managers-only networking breakfast• Join the fellow members of the Emerging Managers Circle for breakfast and refreshments

Scaling financial operations and funds
Date: 11 June
Format: Virtual, off-the-record Q&A, 1 CPE credit• What are the challenges firms are facing while trying to scale?
• What are some strategies and tactics to overcome these challenges.
• What are some operational efficiencies and/or technology applications/ workflows that canhelp spend less time on spreadsheets and more time on growth and value creation.

Executive Coaching Series: managing the younger generation
Date: 13 June
Format: Virtual, off-the-record Q&A, 1 CPE credit
Join us to discuss best practices and common headaches when supervising and supporting younger
team members.
• Discuss the challenges faced today when managing the younger generation.
• Understand the needs, wants, and fears of Generation Z “Zoomers” at work.
• Focus on what we can control to help them be successful in our team.

CFO Network with Petra Funds Group at Boston Red Sox baseball game &hospitality
Date: 13 June
Format: In-person, off-the-record Network event

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

Network members will enjoy the Boston Red Sox vs. Philadelphia Phillies at the iconic Fenway Park,
from Pavilion Reserved seating. Network and enjoy world class baseball with the full Carl’s Cornerhospitality experience with all-you-can-eat buffet.

Executive Coaching Series: managing difficult conversations
Date: 18 June
Format: Virtual, off-the-record meeting, 1 CPE credit
Join us to learn how to navigate challenging conversations with peers and direct reports.
• Dig into prickly conversation topics, e.g., “I’m not your peer; I’m your boss.”• Teach you how to measure your own and others’ motive bias pre-conversation.
• Develop questioning skills to coach the issue and solution from the employee.

Continuing the conversation around scaling financial operations
Date: 20 June
Format: Virtual, off-the-record think tank, 1 CPE credit• Is your firm insourcing or outsourcing for operational efficiencies?
• What tasks of the back office are best suited to outsourced?
• Swap notes and ideas around scaling strategies that have proven successful and more…

Executive Coaching Series: moving them from good to great: developing midhigh performers
Date: 25 June
Format: Virtual, off-the-record Q&A, 1 CPE credit
Join us to learn how to empower and engage good to great performers.
• Outline the development goals and barriers (theirs and yours)• Discuss challenges faced within private funding developing mid-high performers, such as
doing the minimum, life stressors, multiple stakeholders, rewards and punishments, and theirpower struggle with leadership.
• Profile competencies of top performers, the behavioural differences to mid-level performers,
and identify when you need to hold them accountable to higher standards.

July 2024
Private fund technology - managing system transitions
Date: 9 July
Format: Virtual, on-the-record panel discussion and Q&A, 1 CPE credit• How to start out with a system transition.
• What to rely on from your internal IT staff and your outsourced technology company.
• What considerations should be taken into account for accounting system transition?
Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

Continuing the conversation on managing system transitions
Date: 18 July
Format: Virtual, off-the-record think tank, interactive session and Q&A• Share stories on system transitions. Why do you make the switch? What sort of positive
results have you seen?
• What are some lessons learned from a system transition you have experienced? For
accounting systems? For operational systems?

August 2024
Choosing a compliance consultant
Date: 8 AugustFormat: Virtual, on-the-record Q&A, 1 CPE credit• What factors should be taken into consideration when choosing a compliance consultant?
• Which regulatory compliance functions are best to outsource?
• What are some of the available technologies available to help with compliance? and more…

Continuing the conversation around outsourcing compliance
Date: 15 AugustFormat: Virtual, off-the-record think tank, interactive session and Q&A, 1 CPE credit• Is your firm insourcing or outsourcing for compliance (or both)?
• What are the benefits and drawbacks of outsourcing compliance?
• Swap notes and ideas around outsourcing compliance that have proven successful andmore…

September 2024
Service provider pitch/demo session
Date: 12 September
Format: Virtual, on-the-record pitch meeting• You vote on which type of service providers you wish to hear from.
• We’ll pick 2-3 from the top four categories and give them five minutes each to talk about theirservices with you.

Networking and roundtable breakfast
Date: 17 September, NYC
Format: In-person, off-the-record Network breakfast

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group•

Network with fellow members and enjoy breakfast with refreshments.

Service provider CFO & COO case studies
Date: 24 September
Format: Virtual, off-the-record think tank
• Compare notes on the service providers, share case studies.
• What has gone well or not gone well?
Would you recommend them, why or why not? and more…

October 2024
Data & Technology Forum
Date: 8 – 9 October, San Jose Marriott
Format: In-person, 2-day member-only conference
Formerly known as our West Coast Forum, the Data & Technology Forum aims to gather senior-level
finance and operations executives from the world’s foremost firms to discuss top-of-mind challenges
while simultaneously implementing various technological capabilities and data management practices
along the way to increase operational efficiency. Session topics include:• The evolving responsibilities of the CFO.
• Creating a robust technology infrastructure.
• Strategic fund finance approaches.
• Scaling in a competitive industry.
• Managing ongoing regulatory changes.
• Navigating fundraising in today’s economic environment.
• Undertaking modern valuation methods and protocols.
• And much more…

Venture Circle @ Data & Technology Forum (member-only)
Date: 9 OctoberFormat: In-person, off-the-record, Venture Circle-only networking events• Cocktail networking reception to connect with fellow Venture circle members.

Women’s Circle @ Data & Technology Forum (member-only)
Date: 9 OctoberFormat: In-person, off-the-record Women’s Circle-only networking breakfast• Join the women within the Network to connect, learn, exchange notes and promote female
diversity with the industry at a breakfast meeting session.

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

Emerging Managers @ Data & Technology Forum (member-only)
Date: 9 OctoberFormat: In-person, off-the-record, emerging managers-only networking breakfast• Join the fellow members of the Emerging Managers Circle for breakfast and refreshments.

Secrets to C-Suite success
Date: 15 OctoberFormat: Virtual, off-the-record Q&A, 1 CPE credit• How to overcome self-sabotaging beliefs.
• Re-energize your mind, thinking with a disruptive mindset.
• Tips to transform your performance and lead your team to achieve the same.
• and more…

Executive Coaching Series: changing your brand and perceptions of you overtime (inside your organization)
Date: 17 OctoberFormat: Virtual, off-the-record Q&A, 1 CPE credit
Join us to learn how to develop (or repair) your reputation inside your organization. To be thought ofas a competent professional who cares about other’s success.
• Discuss common complaints relating to management, e.g., a lack of soft skills.
• Provide techniques to reset and rebuild your brand over time through relationship credits,strategic coaching conversations, and sharing success.
• Learn how to uncover and align with others’ expectations to increase buy-in.

Fireside chat and Ask Me Anything with a Megafund CFO
Date: 22 OctoberFormat: Virtual, off-the-record Q&A, 1 CPE credit• How do they structure their day, week, month?
• What leadership frameworks and approaches are they using?
• How have they overcome challenging times in the industry and still been successful? andmore…

Executive Coaching Series: Shifting from Expert to Non-Expert Leader: How toLead When You Aren’t The Expert In The Room
Date: 24 OctoberFormat: Virtual, off-the-record Q&A, 1 CPE credit
Join us to learn how leaders can add value in team meetings, even when the topic isn’t theirexpertise.

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group•••

Uncover the fears and beliefs managers have that lead to imposter syndrome, which often
limits their questions and comments.
Discuss leader gravitas and its impact on energy and contributions of the team during
meetings.
Apply principles of leadership coaching in meetings when you aren’t in charge, nor are theexpert, to foster strategic group discussions and gain the respect of the room.

Executive Coaching Series: working with and managing different personalities
Date: 29 OctoberFormat: Virtual, off-the-record Q&A, 1 CPE credit
Join us to learn how employees of all backgrounds fall into one of four dominant work personality
categories and understand what makes them tick.
• Breakdown the four categories by: imaginative talkers, detail workers, decision makers,
peacekeepers, and additional combinations of work context personality.
• Discuss which work personality causes finance professionals the most challenges.
• Unpack hot buttons and motivational drivers for each category.

Venture Capital Circle with a Megafund CFO
Date: 31 OctoberFormat: Virtual, off-the-record, Venture Capital Circle-only panel discussion and Q&A, 1 CPE credit
Where is the state of VC?
• Trends in VC – marketing strategies that have worked, etc.
• What are investor networks? Is this a strategy anyone has used with success?
• The democratization of VC – what are the benefits and drawbacks? What are we seeing in
fintech and online communities geared to VC strategy? and more…

November 2024
Women’s Circle: fostering an inclusive culture for diverse staff at the firm
Date: 7 November
Format: Virtual, off-the-record, Women’s Circle-only interactive discussion, 1 CPE credit• How do we foster an inclusive culture for diverse staff at the firm?
• How to get buy-in from senior management for an inclusive culture.
• What are other innovative industries practicing on inclusivity that we can experiment with?
and more…

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group

CFO Europe
Date: 13 – 14 November, London
Format: In-person, 2-day member-only conference
The Forum will bring together operations and finance professionals across all key asset classes while
giving you the opportunity to network with and benchmark against your peers. Network and share withfellow CFOs on the shared challenges and solutions for European and global funds.

Women’s Circle @ CFO Europe
Date: 13 – 14 November, London
Format: In-person, off-the-record, Women’s Circle-only networking events• Join the fellow members of the Women’s Circle for breakfast and refreshments.
• Cocktail networking reception to connect with fellow women.

Emerging Managers’ Circle @ CFO Europe
Date: 13 – 14 November, London
Format: In-person, off-the-record, emerging managers-only networking breakfast• Join the fellow members of the Emerging Managers Circle for breakfast and refreshments.

Venture Circle @ CFO Europe
Date: 13 – 14 November, London
Format: In-person, off-the-record, venture circle-only networking breakfast• Join the fellow members of the Venture Circle for breakfast and refreshments.

ESG in terms of value creation
Date: 19 November
Format: Virtual, on-the-record panel discussion and Q&A• How are European firms using ESG for value creation• What are the best ways to get the ESG metrics needed?
• What are regulatory aspect of ESGs that we need to pay comply with?

December 2024
Banking and Macroeconomy update – where are we leading into 2025
Date: 3 December
Format: Virtual, off-the-record think tank, 1 CPE credit• How are the options for accessing credit lines? What are the current liquidity trends.
• What are CFOs doing differently now that they were not doing early in the year?

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group•What do we think 2025 will bring?

NYC Holiday Networking & Drinks
Date: 5 December
Format: In-person, off-the-record Network event
Join fellow Network members, to connect and toast to the end of the year.
**Please note that these events are subject to change**

Head of Network
Chris Tamms
chris.t@pei.group

For Sponsorship
opportunities:
Joshua Stoller
joshua.s@pei.groupprivatefundscfo.com/packages/

To join the Network:
Anna Dorokhin
anna.d@pei.group