Built for the CFO who leads the whole firm

 

The CFO’s mandate has expanded. You’re not just managing the books. You’re shaping strategy, driving technology decisions, managing enterprise risk, and communicating to boards, LPs, and regulators simultaneously.

The 2027 Forum has been rebuilt to match that reality. Every session, format, and conversation is designed to give senior finance and operations executives practical tools they can put to work the moment they’re back at their desks.

Your peers. Your challenges. January in New York.

 

What's new at the Forum

Innovation Showcase Track

Hear directly from private fund leaders in this members-only series as they demonstrate the AI tools, dashboards, and automated workflows they use every day.

Think Tanks Expanded

The Forum's most popular feature now runs across both days. Join small group discussions with peers in similar roles and at firms like yours to compare approaches, share challenges, and learn what's working.

Growth Stage Peer Subgroups

Choose the discussion group that fits your firm. Sessions are designed for emerging managers, growing firms, and established firms, so every conversation is relevant to where you are today.

What’s on the agenda

        â€¢ Rewiring the finance stack: AI-driven infrastructure for the next-generation CFO

        â€¢ 2027 cyber threat landscape: how modern attacks penetrate, escalate, and succeed

        â€¢ CFO priorities in the 2027 fundraising cycle: liquidity, transparency, and the new LP playbook

        â€¢ Designing enterprise AI guardrails: compliance, controls, and responsible deployment

And much more across 40+ sessions over two days.



 

Hear from industry leaders

Ready to join us?
Reserve your place at the premier event for senior leaders in private equity.

For program information

Kellie Green

kellie.g@pei.group

For registration inquiries

Anna Dorokhin

Anna.d@pei.group

For sponsorship information

Josh Stoller

joshua.s@pei.group