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Upcoming Event  |  10/03/2019  |  San Francisco

Private Techquity: Talking Tools & Trends

Accordion Roundtable Series Presents...
Private Techquity: Talking Tools & Trends


Thursday, October 3, 2019
6:30 pm


Hakkasan - 1 Kearny St
San Francisco, CA 94108

How is the industry’s evolution from Private Equity to Private Techquity affecting portfolio company CFOs and finance teams?

There’s no denying that technology comes with many benefits – particularly in the context of portfolio companies’ finance functions. Technology can improve efficiencies; increase accuracies; create greater visibility; foster timely decision making; and, ultimately, drive value creation. But the technology landscape can be intimidating…

From BI, to ERP, to CRM, to CPM, (and everything in between), we’ll help decode the latest financial technology tools, trends, and more. Join us for a dynamic discussion over dinner on Thursday, October 3rd at Hakkasan.

Specific discussion topics include:

  • How are companies using finance function/CFO-focused technology to solve business needs?
  • How can technology improve the effectiveness of the finance function?
  • Are there situations where technology’s use is not ideal?
  • Who are the players (and leaders) in the space? How should a company determine the best fit?

Limited reserved seating.
Register now to reserve your spot.

Meet the Discussion Leaders

Srin Subra
Srin Subra
Managing Director

Srin is a Managing Director with multi-functional experience across private equity and corporate finance in the Technology, Business Services, Consumer, and Financial Services sectors.  Read more

Junaid Samnani
Junaid Samnani
Managing Director

Junaid is a Managing Director with nearly two decades of experience in numerous consulting leadership roles. His specific expertise includes performance improvement, technology transformation, merger integration, and divestitures. Over the course of his career, Junaid has led engagements for public and private organizations and has serviced more than 30 private equity firms.  Read more