Experienced Managing Partner and expert operator with a demonstrated history of building and scaling complex industry leading global companies including Blackstone, Airbnb and Merrill Lynch. Extensive 25 year experience investing in private equity and real estate. Skilled in Management, Technology, Operations, Mergers & Acquisitions (M&A), Strategic Planning, Business Development, and Business Strategy. Strong business development professional with an MBA/JD focused in Finance/Tax from Georgetown University.
*For F Suite members who are CFOs at high growth companies, public companies and venture funds. Non-transferable. Â By invite only.
Apply for Membership to be considered for future events like these or visit https://www.fsuite.co/ to learn more about The F Suite.
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Top-performing CFOs are able to guide executive teams, advise boards, identify future investment opportunities, and drive go-to-market strategies.
Join a highly-curated group of your closest CFO peers to share insights on effective context-switching between distinct company environments, and discuss positioning your company’s success in different conditions.
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Come ready to discuss how to lead and represent your executive leadership team internally and to your board.
Alan Patricof is the Co-founder and Chairperson of Primetime Partners, an early-stage venture capital fund focused on servicing the aging population.
A longtime innovator and advocate for venture capital, he entered the industry in its formative days with the creation of Patricof & Co. Ventures Inc., a predecessor to Apax Partners -today, one of the world's leading private equity firms with $75 billion under management. In 2006, he founded Greycroft Partners. Greycroft now has $2B+ under management. With a 50-plus-year career in venture capital, Patricof has been instrumental in growing the venture capital field. He is the author of No Red Lights: Reflections on Life, 50 Years in Venture Capital, and Never Driving Alone.
Kick-off the conference with a unique opportunity to be on the New York Stock Exchange Trading Floor. Afterwards, join an intimate group of your peers from companies of similar size for dinner at a local hot-spot restaurant.
Location: Trading Floor at The New York Stock Exchange. Small group dinners will be held at various restaurants within walking distance of NYSE.
An exclusive fireside chat with Alan Patricof, a legendary venture capitalist with 50 years of experience in the industry. Gain valuable insights as he shares his expertise on what he looks for when investing in companies, uncovering the key elements that drive long-term sustained success. With a wealth of knowledge accumulated over decades, Patricof will also reveal the most valuable aspects he considers when evaluating companies. Don't miss this exceptional opportunity to learn from one of the most influential voices in venture capital and gain insights that will empower you on your journey to building a thriving company
Jeremy Hux, Chief Financial Officer, UPSIDE Foods
Josh Marehbian, Chief Financial Officer, FabFitFun
Katie Royce, Chief Financial Officer, ZenBusiness
Pedro Bermeo, Partner, Davis Polk
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As an essential member of the executive leadership team, CFOs play a crucial role in guiding their companies through the operational, the financial, and the broad strokes.
Our panel will explore strategies for effectively managing the diverse needs and priorities of each company you may encounter, while simultaneously contributing to the broader vision and goals of the executive leadership team. Gain invaluable insights and practical solutions to navigate the complex terrain while successfully driving organizational growth and success.
For Senior & Growth CFOs:Â Decoding Effective Go-to-Market Tactics for a Volatile EconomyÂ
This roundtable discussion organized by Industry, we’ll delve into the intricacies of crafting and executing go-to-market strategies amidst uncertainty and rapidly evolving market dynamics. Bring your best ideas on balancing risk and opportunity, optimizing resource allocation, and leveraging data-driven decision-making to stay agile in a volatile landscape. Expect to gain actionable takeaways on aligning financial strategies with sales and marketing efforts, identifying KPIs for early-stage success, and future-proofing go-to-market plans to capitalize on emerging trends and technologies.
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For Fund CFOs: Portfolio Oversight | Navigating Challenges and Innovations in Investment Monitoring
In this roundtable, you’ll engage in a candid discussion on valuation methodologies, performance metrics, risk assessment, and reporting frameworks. The session will also delve into the challenges of managing diverse portfolios across different stages and sectors, and how CFOs are leveraging technology and data analytics to gain deeper insights into their investments. Attendees will have the opportunity to share experiences, discuss common hurdles, and explore innovative approaches to enhance portfolio oversight and value creation.
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For Senior & Growth CFOs:Â Building Synergy|Nurturing Collaboration Between the Executive Team and the Board
Join us as we explore strategies for creating a harmonious and productive relationship between the executive team and the board while maintaining your crucial role as the company's primary operator. In today's fast-paced environment, effective collaboration and alignment between these key stakeholders are essential. Discover best practices, share experiences on fostering strong partnerships, leveraging open communication channels, and bridging the gap between financial operations and strategic vision. Be part of this engaging discussion to forge synergies that will empower you to navigate challenges, enhance leadership effectiveness, and drive organizational success.
For Fund CFOs:Â Optimizing Operations|Evaluating Tech Stacks and Vendor Strategies
In this discussion, our Fund CFOs will come together to dissect the critical aspects of evaluating and optimizing technological infrastructure. From assessing current tech stacks, identifying operational pain points, and strategizing vendor selection processes, the session will explore how to leverage new technologies to streamline fund operations, enhancing reporting capabilities, and improving decision-making. Come prepared to share insights on balancing cost-effectiveness with functionality, navigating the rapidly evolving fintech landscape, and ensuring seamless integration of new solutions.
Paul Todgham, Chief Financial Officer, Greenhouse Software
Rachel Phillips, Partner, Ropes and Gray
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Join us for an intimate conversation with Paul Todgham, a veteran CFO with a wealth of experience in both public and private equity-backed companies. In this fireside chat, Paul will share his invaluable insights on navigating rapid growth, the lessons he's learned from his biggest failures, and the pivotal moments that shaped his career. Drawing from his time as CFO at Cognex Corp. and his current role steering the strategy at Greenhouse, Paul will offer a candid look at the challenges and opportunities he's encountered as he’s shifted from public to private. He'll discuss the critical decisions that propelled his success, the missteps that taught him the most, and the strategies he wishes he had implemented earlier in his career. This is a rare opportunity to gain practical wisdom from a financial leader who has successfully bridged the gap between established public entities and dynamic, PE-backed ventures.
The F Suite is an independent, invite-only organization for CFOs of leading high-growth companies and venture capital firms. Our mission is to help CFOs excel in their day-to-day jobs and progress throughout their careers.
Our membership includes over 900 prominent CFOs across the United States and beyond. We host regular, private events for our members around the globe, each designed specifically to bring together similarly-situated peers and facilitate their most important conversations.
