Event
BDO’s Annual Private Equity Fund CFO Roundtable
BDO USA invites you to join us at the exclusive Dalcy event hall in the historic Fulton Market District for an interactive and educational networking session intended for CFOs, finance and tax professionals of private equity and venture capital firms.
Join us to connect with peers and engage in open, interactive discussions around accounting, tax and regulatory issues. The event will feature panelists from some of Chicago’s top private equity firms.
This complimentary CPE eligible event will include topics such as:
Critical tax planning considerations – what you need to know.
Understanding where the regulatory environment is heading and common themes in SEC exams.
Regulatory pressure points – valuation practices, fund expenses, and cross-border structures under growing scrutiny, plus heightened AML/KYC and sanctions-screening expectations.
AI in private equity – real gains, real gaps. Where AI is delivering measurable ROI in the finance function, and how to deploy it responsibly with the right guardrails and controls.
Data discipline in practice – turning raw, inconsistent data across fund accounting, treasury, and portfolio-monitoring systems into structured, real-time reporting that speeds LP, audit, and regulatory deliverables.
Operational best practices and technology solutions to ensure proper management of deals, portfolios and financial reporting.
We look forward to seeing you on Tuesday, December 8! Seats are limited – please register by Tuesday, December 1.
Agenda
8:00 AM to 9:00 AM: Registration and Networking Breakfast
9:00 AM to 12:20 PM: Program
12:20 PM to 1:30 PM: Networking Lunch