Join NVCA and your CFO peers for an event focused on the critical role CFOs play in venture firms and how you can provide value back to your partnership. This day and a half long event comprises elements of industry education, policy workshops, data and research. Earn up to 8 CPE credit hours by attending the entire agenda below.

Registration

This event is open to in-house CFOs and senior financial professionals of venture capital firms.

We have officially sold out of the CFO Boot Camp. Please contact Hannah Veith at hveith@nvca.org for questions. 

Day 1: Tuesday, September 27

7:00 p.m. – 9:30 p.m. – Reception, dinner and Industry Impact Award
Join NVCA President and CEO Bobby Franklin for our welcome reception and dinner at S&R Foundation’s headquarters and social entrepreneurship residency, Halcyon Incubator. Network with your peers and learn about industry data and trends from a brief presentation by NVCA’s Vice President of Research Maryam Haque and our new (soon-to-be-announced) data partner. John Taylor, former Head of Research at NVCA, will present Stephen Holmes with the Industry Impact Award in recognition of his outstanding service and commitment to the industry through his work on the CFO Task Force.

Speakers:

	Bobby Franklin President & CEO NVCA
	Maryam Haque Vice President of Research NVCA
	John Taylor Former Head of Research NVCA
	Stephen Holmes General Partner Emeritus InterWest Partners
	CEO, soon-to-be-announced data provider

Day 2: Wednesday, September 28

8:00 a.m. – 9:00 a.m. – Breakfast fireside chat with Jim Doty, Chairman, PCAOB
Over the last decade, the audit profession has seen great change. Hear Chairman Doty’s observations on the important role the organization has played and how PCAOB’s oversight has improved the audit profession. Chairman Doty will discuss his key findings and areas for continued improvement, including the organization’s impact outside the Big 4 accounting firms, impact on IPOs, and impact on costs and the trickle down impact on private company auditing process.

Speakers:

	James R. Doty Chairman PCAOB
	Brian Borders Attorney Borders Law Group

9:30 a.m. – 10:30 a.m. – Valuations: Lessons Learned & Best Practices
Hear from veteran CFO’s and the AICPA Task Force on best practices and lessons learned when implementing valuation policies, procedures and communication internally, to auditors, and to the SEC.

Speakers:

	Sue Biglieri CFO KPCB
	Tim Curt Managing Director Warburg Pincus AICPA Task Force Member
	David Larsen Duff & Phelps AICPA Task Force Member
	Amanda Miller EY AICPA Task Force Member

10:30 a.m. – 11:30 a.m. – Industry Tax Issues

EY will lead a deep dive on current tax issues affecting VC firms. Topics for this discussion include:

• – Legislative and IRS Update
•                        Repeal of the TERFA partnership rules
•                        New method of auditing – topics
•                        Management fee waiver update
•                        Discuss political climate and potential tax impact with both candidates
  – Disregarded Entity (DRE) – reporting requirements
• – Sun Capital Case
• – High net worth tax update
•                        Qualified Small Business Stock (QSBS) rules
•                         Use of disregarded entities for payroll recent regulation
• – India Mauritius Treaty amendment

Speaker:

Navin Sethi Partner EY

	Barksdale Penick Principal EY
	David Kirk Partner EY

11:30 a.m. – 12:00 p.m. – Hear from ILPA on The New Reporting Template
Matthew DeMatteis from ILPA will discuss the goals and objectives for the ILPA reporting template and provide a platform for an open discussion on VC questions and concerns surrounding the proposed template. Matthew will also provide a brief update on the progression of their model LPA agreement.

Speakers:

	Matthew DeMatteis Director of Research ILPA
	Brian Borders Attorney Borders Law Group

12:00 p.m. – 12:30 p.m. – NVCA CFO Task Force Update
Discussion on the goals and objectives of the NVCA CFO Task Force, what the group has accomplished, and the outlook for 2017.

Speakers:

	Justin Field Vice President, Governemt Affairs NVCA
	Brian Borders Attorney Borders Law Group

12:30 p.m. – 1:00 p.m. – Networking Lunch

1:00 p.m. – 2:00 p.m. – The Exit Environment
Jay Ritter, Joseph B. Cordell Eminent Scholar in the Department of Finance at the University of Florida will present on the exit environment focusing on trends in trade sales vs. IPOs and exit valuations for VC firms. Learn what to expect in the current public markets and how that might affect your pipeline of portfolio companies.

Speaker:

Jay Ritter Joseph B. Cordell Eminent Scholar in the Department of Finance University of Florida

2:00 p.m. – 3:00 p.m. – Legislative Outlook On Tax Policy
Discussion on the legislative issues around taxes, prospects for progress, and NVCA’s tax policy agenda for 2017.

Speakers:

	Justin Field Vice President of Government Affairs NVCA
	Cathy Koch Americas Tax Policy Leader EY

3:00 p.m.–4:00 p.m. – SEC Enforcement Matters
Proskauer will lead a deep dive on the current SEC enforcement matters. Topics to be covered include cash controls, Pay-to-play, fees and expenses, performance markets and valuations.

Speakers:

	Tim Mungovan Partner Proskauer
	Josh Newville Partner Proskauer

NVCA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Hannah Veith at hveith@nvca.org or 202-864-5918.

Please check back here for regular updates on content and speakers.

With many thanks to our sponsors!