Industry Conference
June 26, 2025
07:45 AM PDT
PEI Operating Partners Forum Napa
Register for this Webinar
About the Event
The Operating Partners Forum Napa 2025 brings together an elite crowd of value creators in North American PE and VC portfolio operations. This event focuses on practical discussions about digital transformation and how technology can be used to create value in these sectors.
What to expect
Our team is excited to be part of this event and connect with the West Coast’s leading community of operating partners, private equity leaders, C-level executives, and suppliers.
Zone & Co will moderate a session at PEI Napa on the topic of 'Tactical finance and accounting game plan in the current economy.' The discussion will focus on:
- FP&A; budgeting and forecasting; how do you forecast and budget through volatility
- Sharing tactical viewpoints in accounting and controlling: what to do if you have issues with your accounting function
- Practitioner views on the importance of working capital management and liquidity
- What do you insource vs outsource?
Jackie Hertz, will moderate a panel with Ankur Bhandari, Head of Portfolio Finance, Turn/River Capital; Tae Macias, Senior Director, Operations Finance, Operations and Advisory Group, Corridor Capital; and Maggie Rock, Vice President, Business Development, Oak Point Partners.
Industry Conference
PEI Operating Partners Forum Napa
About the Event
The Operating Partners Forum Napa 2025 brings together an elite crowd of value creators in North American PE and VC portfolio operations. This event focuses on practical discussions about digital transformation and how technology can be used to create value in these sectors.
What to expect
Our team is excited to be part of this event and connect with the West Coast’s leading community of operating partners, private equity leaders, C-level executives, and suppliers.
Zone & Co will moderate a session at PEI Napa on the topic of 'Tactical finance and accounting game plan in the current economy.' The discussion will focus on:
- FP&A; budgeting and forecasting; how do you forecast and budget through volatility
- Sharing tactical viewpoints in accounting and controlling: what to do if you have issues with your accounting function
- Practitioner views on the importance of working capital management and liquidity
- What do you insource vs outsource?
Jackie Hertz, will moderate a panel with Ankur Bhandari, Head of Portfolio Finance, Turn/River Capital; Tae Macias, Senior Director, Operations Finance, Operations and Advisory Group, Corridor Capital; and Maggie Rock, Vice President, Business Development, Oak Point Partners.