Private Company Forum: Priorities for Financial Leadership

Agenda

Wednesday, February 12

2:00 pm – 3:00 pm Eastern

Private Company Finance Leader Agenda for 2025: A New Year Roadmap
1 CPE credit | Field of Study – Finance
Presented by Oracle NetSuite
In 2025, finance leaders are looking toward building a stable business foundation while daring to take calculated risks - with a hefty emphasis on technology initiatives.

 CFOs will need to address issues such as maturing debt, increasing regulatory demands, and geopolitical uncertainty while continuing to drive transformation efforts, collaboration, and innovation. Though finance leaders will plan for many scenarios, a key part of their strategy will be focusing on what they can control.

 Join us as we delve into key actions CFOs and other finance leaders can take to build resilience and agility in their organizations throughout the next year.

Presenter:
Megan O’Brien | Business & Finance Editor | Oracle NetSuite

 
 

3:00 pm – 4:00 pm Eastern

Disruption Decoded: Perspectives on Growth, AI, and Reporting from Private and Newly-Public Companies
1 CPE credit | Field of Study – Specialized Knowledge
Presented by KPMG
Hear how private and recently public companies are thinking about future growth prospects and disruption dynamics in today’s ever-changing business landscape. KPMG leaders will discuss the results from our recent survey of private companies and recently public companies to help you better understand current trends, insights, and how companies are navigating the disruption dynamics in today’s ever-changing business environment.

We’ll examine topics such as:

  • the strong optimism for growth potential, but also concern about the impact of economic and geopolitical barriers;
  • over half of the respondents see themselves as strong disruptors or game changers;
  • the longer runway to realize AI benefits and opportunities; and
  • cybersecurity risk being seen as most relevant for reporting beyond financial statements.

Presenters:
Danielle Beringer | Principal, Advisory, Lighthouse | KPMG US
Salvatore Melilli | Partner, Audit Sector Leader – Private Enterprise | KPMG US
Angela Storm | Deputy Chief Accountant, Dept. of Professional Practice | KPMG US
Erika Whitmore | Office Managing Partner, Audit | KPMG US

 
 
 

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