LOCATION
Napa
DATE & TIME
June 13, 2024
2:20 pm - 3:00 pm PST
CFO-Operating Partner Dynamics: Alignment, Support, Retainment, and Development
Accordion’s session at Private Equity International’s Operating Partners Forum Napa – moderated by Barclay Stanton (Managing Director, Los Angeles Office Lead) and Brian Barnum (Operating Partner, Shamrock Capital) – will surround the intricacies of the CFO-Operating Partner dynamic. This session will be an interactive discussion designed for Operating Partners to gain and share knowledge from our subject matter experts and their peers. We will cover:
- What makes a great portfolio company CFO, and how do you go about selecting the right one?
- How do CFOs leverage data and any mandates for them to own, produce, or influence non-financial metrics?
- What are the causes associated with CFO turnover and what are you doing to retain CFOs?
- How do you incentivize, assess, and develop your CFOs across the lifecycle?
- What is top of mind for your CFOs? How is the role of the CFO changing and evolving?
- The relationship between CFO and other C-level executives, focusing on how CFOs influence other stakeholders.
- How do you handle tensions with your CFOs and finance departments?
- Showcasing different skills and traits needed for CFOs in different sectors/industries.