CFO Roundtable

​Join Fidelity Private Shares and York IE for an exclusive gathering of CFO/heads of finance in Boston. This event offers a unique opportunity to delve into key topics, meet other finance leaders, and participate in meaningful roundtable conversations.

​Agenda

• ​3:30-4:00 PM: Arrivals & Networking

• ​4:00-4:30 PM: Panel 1 - Buyer and seller side M&A preparation

• ​4:30-4:45 P: Roundtable Conversations

• ​4:45-5:15 PM: Panel 2 - Planning for the future: How to navigate uncertainty

• ​5:15-5:30 PM: Roundtable Conversations

​Fidelity Private Shares is committed to supporting the startup & venture capital community. Fidelity helps founders prepare for their next round of funding with our cap table management and data room platform, events that give you access to seed stage capital, equity scenario modeling, and premier support to generate, execute & store legal documents.  No matter where you are in your journey - from inception to IPO - Fidelity has the expertise to support you.

​York IE is an advisory and venture capital firm that helps technology companies grow. York IE leverages a 200+ person global operating team, data and automation technology, and deep ecosystem relationships to provide advisory as a service across R&D, go-to-market, and G&A and to selectively invest in early-stage B2B SaaS startups. Founders, operators, and investors at all stages rely on York IE to help build, scale and monetize their business. Fuel® Your Strategic Growth at York IE.