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 Drew Hamer Chief Financial Officer Arcserve Celine Dinh Chief Financial Officer Brain-Life 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. M. Robert Half ⸻ 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. ⸻ 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 ⸻ 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. ⸻ Format: Panel + closed-door discussion Audience: Senior CFOs & finance leaders (invitation-only) ⸻ 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.