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The PEI Strategic Financial Management Conference Tax, Accounting and Finance Operations in the Private Equity Firm

Welcome to the 5th Annual PEI Strategic Financial Management Conference in New York on July 16-17, 2008.  Whether this will be your first time attending this event or if it will be your fifth, this year’s program promises a refreshing approach to delivering practical solutions to your most-pressing finance and accounting challenges.  CPE credit is available!   

To see a sample list of attending companies, please click here.

Enhancements for 2008

More of the Audit and LP Perspective

This forum will be an unparalleled opportunity for participants to seriously engage auditors and LPs, as they guide them through the valuation challenge, the changes in deal terms as a result in the change in markets, and the latest in fundraising trends. 

Increased Interaction through Real-Time Audience Response System

The audience experience at this conference will be like none other.  Each participant will be empowered with an audience response system that allows for voting during interactive PowerPoint presentations and sending text messages.  Each unit even includes a built-in microphone for more convenient Q&A sessions.  

Expect Timely & Relevant Discussions

Our faculty of industry leaders will lead in-depth panel discussions and interactive workshop sessions on a spectrum of themes:

• Lessons learned from early FASB 157 implementation
• Performance Benchmarking & Measurement
• Maximizing the Role of the Finance Team in Investor Servicing
• Balancing Spend & Priorities
• Proactive Tax Planning in Fund Formation

Who should attend?
The conference is expressly for those accounting and finance professionals within a private equity firm charged with managing its financial functions:

• Chief Financial Officers
• Chief Operating Officers
• Controllers
• Treasurers
• Fund Administration Personnel
• Legal Counsel
• Advisors
• Consultants