The CFO Playbook for Value Creation in a Volatile Market

​The CFO Playbook for Value Creation in a Volatile Market

​Open Future Forum | Executive Session

​In today’s uncertain macro environment, CFOs are being asked to do more than safeguard the business—they are expected to actively drive value creation. From navigating slower exit markets to delivering sustainable EBITDA growth, the modern CFO has become a central architect of strategy, capital allocation, and operational performance.

​This executive session brings together leading CFOs and advisors to share how they are evolving their playbooks to meet rising expectations from boards, investors, and operating partners.

​Host: Murray Newlands, Partner, IASV Seed Ventures

​Moderator: Christina Bui, Protiviti

​Panelists:

• ​Drew Hamer, Chief Financial Officer, Arcserve

• ​Celine Dinh, Chief Financial Officer, Brain-Life and VietSol

• ​Viraj Patel, Chief Financial Officer, Signeasy

• ​Louis Lehot, Foley & Lardner LLP

​In Partnership With:

• ​Armello Rodriguez, Wells Fargo

• ​Christina Bui, Protiviti

• ​Louis Lehot, Foley & Lardner LLP

• ​Bernard D. Mendoza, Robert Half

​What We’ll Cover:

• ​Driving EBITDA Expansion Beyond Cost Cutting
  How CFOs are unlocking growth through pricing strategy, operational efficiency, and revenue acceleration

• ​Redefining the CFO–Operating Partner Dynamic
  Partnering more effectively with PE operating teams to execute value creation plans

• ​AI and Automation as Margin Levers
  Practical applications of AI in finance to improve forecasting, productivity, and decision-making

• ​Preparing for Exit in Uncertain Markets
  Positioning companies for IPO, M&A, or continuation strategies amid shifting market windows

• ​Capital Discipline and Cash Efficiency
  Managing liquidity, optimizing capital structures, and meeting heightened investor expectations

​Who Should Attend:

​Designed for CFOs, finance leaders, and operators navigating increased pressure to deliver measurable impact, this session emphasizes candid, peer-to-peer dialogue and real-world execution strategies.

​Why Attend:

• ​Hear directly from CFOs operating in PE- and venture-backed environments

• ​Gain practical insights you can apply immediately within your organization

• ​Engage in a high-quality peer exchange with senior finance leaders