BDO’s Annual Private Equity Fund CFO Roundtable

Up to 3.0 CPE credits

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

Information about CPE Eligibility: To receive CPE credit for participation in a BDO USA, P.C. Events live program you must check-in using the QR code or password provided at the beginning of each session and actively participate throughout the session. If you need to leave mid-session, please visit the registration desk prior to leaving. You will receive an email notification once the attendance record has been processed, including instructions on how to access your CPE certificate.

Please Note: Per BDO USA, P.C. Events’ CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For questions regarding CPE credit, please contact [email protected].

For more information regarding administrative policies such as complaint or refund, please contact [email protected].

BDO USA, P.C. Events 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