LOCATION
New York
DATE & TIME
October 29, 2024
9:30 am - 10:10 am EST
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PEI Operating Partners Forum: New York 2025

PEI Operating Partners Forum: New York 2025

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LOCATION
New York
DATE & TIME
October 29, 2024
9:30 am - 10:10 am EST
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Panel: How Operating Partners Align & Deliver Value Creation with CFOs

Don’t miss this forward-looking discussion at PEI New York, where Accordion’s Mitchel Nakken (Managing Director and Head of Strategic Finance) will moderate a powerhouse panel of TPG operating leaders and CFOs. Together, they’ll uncover how CFOs and PE operating partners can align to deliver meaningful value creation across the portfolio — by exploring this topic through a unique TPG case study-lens.

We’ll discuss:

  • A CFO’s POV: What does great collaboration look like with PE Ops partners?
  • Leveraging cross-functional PE Ops to level-up high impact initiatives
  • Effecting transformational change while maintaining bandwidth to run a high-performing organization
  • Finance function playbooks: carve outs, org design and build, FP&A build, M&A, systems optimization
  • First-time CFO support and mentoring

The panel will take place at day 1 of PEI New York (Wednesday, October 29) at 9:30 AM. We look forward to seeing you there!

Meet the Moderator:

Mitchel Nakken
Managing Director, Head of Strategic Finance
Mitchel is the Head of Accordion’s Strategic Finance Practice - bringing over 15 years of experience in corporate finance, FP&A, and M&A advisory. Mitchel elevates PE-backed clients’ finance functions through data-enabled technology and value creation initiatives within the office of the CFO.
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Meet the Panelists:

Lynn Danko
Senior Advisor, TPG
Lynn Danko is a seasoned finance executive with extensive experience advising global enterprise software technology companies. Currently, she serves as Board Member for TPG for both Elite and Everfox and serves as Operating Partner/Board Member for a few other software tech companies outside TPG.
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Bryan LeBlanc
CFO, Nextech Systems
Bryan comes to Nextech with over 35 years of leadership experience in operations, financial management, investor relations, and strategic planning within both public and private software technology and SaaS companies. He has served in key leadership roles at several high-growth companies, including his most recent position as Executive Vice President and Chief Financial Officer at Wind River.
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Lindsey Moorley
CFO, Elite Technology
Lindsey is the CFO of Elite Technology, a role she has held since 2023. In this capacity, she led the company through a successful exit from TPG to Francisco Partners, demonstrating her ability to drive value creation and navigate complex transactions.
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Subhi Sherwell
Operations Director, TPG Capital
Subhi is a Director at TPG Capital with a focus on upgrading the Finance capabilities of TPG healthcare, software, consumer and digital media portfolio companies.
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