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Past Event  |  02/22/2023  |  Livingston

CFO Leadership Council: Navigating the Challenges of Working for a PE-Backed Firm

Accordion at the New Jersey CFO Leadership Council

Being a Chief Financial Leader for a PE-backed owned company is full of its challenges and can be intimidating at times. Owners get to capitalize on their brand equity and the Chief Financial Leader is left to follow the plan and report financial information to the PE firm and the new Board at an increased cadence.

Join the CFO Leadership Council on February 22nd as an expert panel, including Accordion Senior Director, Jeremy Pawlak, shares their experiences of navigating the intensity of PE-backed ownership and how the Chief Financial Leader is required to balance all sides of the relationship.

Panel Learning Objectives:

  • How to work within the operating entity environment and evaluate talent, reporting systems and data availability
  • Learn how to present monthly financial information through board decks and regular financial reviews
  • Understand the lender(s) requirements under debt agreements as the company is set up to investment spend with a focus on growth and profitability
  • Understand the Chief Financial Leader’s role as a member of the leadership team

Register Now!

Meet Jeremy:

Jeremy Pawlak
Jeremy Pawlak
Senior Director, Accordion

Jeremy is a Senior Director who has cross-functional experience working with executive teams in the areas of finance, accounting, operations, and strategy. Jeremy is a CFA Charterholder and Certified Corporate FP&A Professional.  Read more