Event Details

CFO/COO Roundtable Discussion

Hosted by Piedmont Fund Services

Date: June 27, 2018

Location: Piedmont Office in Herndon, Virginia

Our objective for this forum is to provide an opportunity for CFOs/COOs in the DC Metro area to connect among themselves and other local advisors (i.e. legal counsels and accounting firms) and exchange ideas how everyone is addressing operational issues that impact our industry.

Proposed discussion topics include:

  • Best practices and proven, practical strategies for enhancing compliance and operational efficiencies

  • Peer-to-peer structured content addressing optimal operational, legal, compliance, audit/tax and investment infrastructures

  • Navigating regulatory challenges and finding solutions for operational and procedural issues

  • Accounting and auditing issues impacting the funds industry

  • 2018 U.S. Tax Reform and implications for the funds industry

  • Market outlook, developments in regulation and enforcement affecting the alternative investment industry

This will be an open discussion format and we hope that all participants will contribute to the discussion. We plan to break up the session with legal, compliance, and regulatory topics in the morning and accounting, audit, tax, and operations topics in the afternoon. Lunch will be provided.