Register now for our 6th annual conference – June 12-14, 2019.

Guests will come together in an intimate setting to participate in networking activities and attend CPE-eligible roundtables and general sessions where they will discuss best practices, current trends and issues affecting the industry. 

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The Venue

Nestled on the elbow of Cape Cod, the Wequassett Resort and Golf Club is a meticulously landscaped hideaway featuring 120 lavish guest rooms and suites, four acclaimed restaurants, two magnificent pools, two extraordinary beaches, boating and water sports, four Har Tru tennis courts and eighteen holes of exclusive championship golf.

The key to being a successful COO and CFO is your ability to tap other resources in your industry.  The networking is invaluable in terms of building relationships.

- Terry Olson 
COO & CFO, THL Credit


The Schedule

The conference welcome reception kicks off at 6pm on Wednesday; there are optional business sessions starting at 3pm for those interested in earning additional CPE credits. Discuss best practices, current trends, and other pressing industry issues within intimate roundtable and general session formats. In addition to the business content, attendees are invited to participate in an afternoon leisure activity on Thursday. The conference concludes on Friday at noon. 

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The Advisory Board

Mark Allen, CFO, General Catalyst Partners
Kyle Burrell, Partner, EY
April Evans, Partner & CFO, Monitor Clipper Partners
Susan Gillick, Managing Partner, Standish Management
Cheryl Goyette, CPA
Andrew Hansen, CFO & CCO, 137 Ventures
Stephen Henkenmeier, Managing Director and CFO, STG
Kimberley Kaplan-Gross, Partner, Choate
Terry Olson, COO & CFO, THL Credit
Alexia Pearsall, CFO, Guidepost Growth Equity
Dave Poltack, CFO, Causeway Media Partners

View Our Thinking on Venture and Private Equity



Richard Branson quote courtesy of Premiere Speakers Bureau.