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BDO Private Equity Fund Back-Office Roundtable

November 10, 2016
9:00 AM to 12:00 PM EST

Soho House - Belt Room
113 N. Green Street
Chicago, IL 60607
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Kelly Komisar
(312) 730-1307
  • Summary
  • Agenda
  • CPE Information
BDO USA, LLP invites you to join us for a unique educational and networking opportunity intended for CFOs and accounting and tax professionals of private equity and venture capital funds. Hear from your peers on a CFO panel and engage in open and interactive discussions around emerging back office accounting, tax and regulatory issues.

Topics include:
  • Current and emerging issues in private equity fund accounting
  • Best practices and pitfalls in valuation
  • Critical tax planning considerations
  • Responding to cybersecurity risks
  • Recent SEC enforcement actions and observations from presence exams
  • New developments in regulatory matters
  • The changing role of investor relations within private equity
  • Major tax issues impacting private equity and venture capital firms
8:00 AM to 8:30 AM - Registration and Breakfast

8:30 AM to 11:00 AM - Program
CPE Breakdown: 
  • 1.0 in the field of Accounting
  • 1.5 in the field of Specialized Knowledge and Applications
Upon completion of this seminar, participants will be able to:
  • Examine emerging back office accounting, tax and compliance issues and risks within the private equity industry. 
  • Address the changing regulatory landscape, including recent SEC enforcement actions, observations from presence exams and FTC examination trends 
  • Implement best practices and strategies in valuation, investor relations, developing a formal AML program and fee income accounting practices 
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2.5 CPE credits
Program Level: Update
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