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Upcoming Event  |  03/05/2020  |  Dallas

The Dallas CFO Roundtable

An Accordion-Hosted Event at the New Virgin Hotel


Thursday, March 5, 2020
3:00 pm


Virgin Hotel Dallas | 1445 Turtle Creek Blvd
Dallas, TX 75207

From Finance Executive to Strategic Partner…
What it Takes to be an Investment-Clad CFO

In recent years, the role of the CFO has evolved from finance executive to strategic partner – an evolution that is farther along in some environments than others. Namely: private equity.

Accordion, the private equity-focused financial consulting and technology firm, is gathering an elite group of CFOs to discuss what it takes to succeed under institutional ownership. Join us for an afternoon of knowledge sharing and networking, followed by an evening of dinner (and drinks of course!). This event is free of charge.


  • What are the critical best practices that all CFOs (particularly PE-backed CFOs) must follow?
  • What should a PE-backed CFO be thinking about (and preparing for) at each stage of the investment life cycle?
  • How can CFOs and CEOs work together to ensure a successful sponsor-management partnership?


  • 3-5pm: Content & Collaboration
  • 5-8pm: Drinks & Dinner

Limited reserved seating.
Register now to reserve your spot.

The Hosts

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

Jeff Wonsmos
Jeff Wonsmos
Senior Director

Jeff brings over 15 years of experience in both industry and consulting leadership roles, with a focus in operational accounting and treasury. He has extensive acquisition, carve-out, and transaction experience working with private equity sponsors to fully integrate financial reporting, systems, processes, and personnel. Jeff also has a background in Controller roles across the healthcare, technology, energy, financial services, retail, wholesale, and distribution industries.  Read more