The PE-Backed CFO Playbook: Driving Value Creation in a Slower Exit Market
The PE-Backed CFO Playbook: Driving Value Creation in a Slower Exit Market
Open Future Forum | Executive Session
Host Murray Newlands, Partner, IASV Seed Ventures
Speakers include
Moderator
Christina Bui, Protiviti
Panel
Louis Lehot Foley & Lardner LLP
In Partnership With
Wells Fargo
Christina Bui, Protiviti
Louis Lehot Foley & Lardner LLP
Bernard D. M. Robert Half
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Key discussion points:
• How CFOs are being asked to deliver EBITDA expansion beyond cost cutting
• Working with operating partners vs just sponsors
• AI and automation in finance as a margin lever
• Preparing for exit in uncertain IPO/M&A markets
• Cash discipline and capital efficiency expectations from PE firms
Designed for CFOs and senior finance leaders navigating leadership, impact on strategy, driving value creation, this forum emphasizes candid, peer-to-peer exchange over theory or sales pitches.
This is not a vendor event. It is a high-trust conversation among finance leaders who believe long-term advantage is built by sharing judgment, experience, and perspective.
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What to Expect
• Short panel on how CFOs are using AI today • Closed-door discussion on real decisions and trade-offs • Peer learning, not posturing
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Who Should Attend
CFOs and senior finance leaders who: • Value long-term thinking • Are willing to share experience, not just consume insight • Believe trust and generosity are strategic advantages
Attendance is limited and subject to approval to preserve the quality of the room.
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Format: Panel + closed-door discussion Audience: Senior CFOs & finance leaders (invitation-only)
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Our Mission
To build a trusted community of CFOs who believe long-term advantage is created by sharing insight, judgment, and support—giving thoughtfully to help one another succeed.