June 7, Dallas: IA Compliance – the pre-eminent compliance event for the south-west US earns 6.5 continuing legal education/continuing professional education credits and features Akerman’s cybersecurity guru Lori Nugent, SEC inspections expert Marshall Gandy and Jones Day’s David Woodcock, among many others. E-mail Daniel Gray at firstname.lastname@example.org for details.
June 11-12, New York: Private Debt Investor’s CFOs and COOs Forum features keynote speaker Marcia Page, founding partner and executive chair of Värde Partners. Attendance can garner up to 12 CPE credits. https://www.privatedebtinvestor.com/all-events/
June 25, Boston: The inaugural CFO Think Tank is a one-day, closed-door event limited to 50 private equity CFOs to meet with peers to discuss the most pressing challenges affecting them. We’ve heard fantastic feedback from similar Think Tank sessions at our events so this looks like a must-attend. Up to seven CPE credits available. Email email@example.com to register your interest.
September 16, Philadelphia: IA Compliance: Master Emerging Challenges conference. Three SEC folks are attending, alongside DLA Piper’s John Grady and others plus subjects covering cybersecurity, examinations and Ray Lucia on how he battled – and won – against the SEC. E-mail Daniel Gray at firstname.lastname@example.org for details.
October 3-4, San Francisco: Private Fund Compliance Forum. The full speaker line-up is yet to be announced but discussions on the California Privacy Act, new tech, private credit and start-ups are scheduled. Email Zakira Ralling at email@example.com for details.
October 16-17, New York: Operating Partners Forum. In its ninth year, the event is bigger, better and now with two Think Tank sessions and ones on leadership, talent and marketing. E-mail Marc Mele at firstname.lastname@example.org to register your interest and secure agenda.
January 22-23, New York: CFOs and CCOs Forum 2020. The big one! It’s too early for full agenda and speakers but more than 600 people attended last year and those breakout sessions were outstanding. From clawback models to the good and bad in outsourcing – plus no-punches-pulled private Think Tank sessions – the agenda was ace. Expect even better early next year. Email email@example.com for details.