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BDO Private Equity Fund CFO Roundtable

November 08, 2018
7:30 AM to 12:30 PM CST

Soho House - Belt Room
113 N. Green Street
Chicago, IL 60607
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LaToya Henry
(312) 730-1419
  • Summary
  • Agenda
  • CPE Information
BDO USA, LLP invites you to join us for an interactive, educational and 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 and interactive discussions around accounting, tax and regulatory issues.

Topics include:
  • Current and emerging issues in private equity fund accounting
  • Critical tax planning considerations in response to tax reform
  • Best practices and pitfalls in valuation
  • Technology solutions for private equity and venture capital back offices
  • Overcoming challenges with fundraising and performance reporting
  • New developments in regulation and observations from recent SEC presence exams
  • Responding to cybersecurity risks and portfolio company risk management
7:30 AM to 8:30 AM - Registration and Breakfast

8:30 AM to 11:30 AM - Program
11:30 AM to 12:30 PM – Networking Lunch
CPE Breakdown:
  • 2.0 CPE credits in the field of Accounting
  • 1.0 CPE credits in the field of Taxes
Learning Objectives:
  • Discuss current and emerging accounting and tax issues at the fund and investment level
  • Discuss best practices and pitfalls in portfolio valuation
  • Discuss new regulatory and compliance developments in the PE industry
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 3.0 total CPE credits
Program Level: Overview
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org