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2026 NVCA Strategic Operations & Policy Summit

October 14, 2026 - October 15, 2026
6:00 pm - 7:00 pm

About this event

This 1.5-day conference, developed in collaboration with NVCA’s CFO Taskforce, focuses on the critical role senior operations professionals play in venture firms, and how they can provide value back to their partnerships. The agenda emphasizes best practices, technical topics, professional development, and industry related policy content, several opportunities for networking.

Participants will have the opportunity to develop functional expertise, troubleshoot shared challenges, and earn CPE credit hours for attending.

Location: The Willard InterContinental, Washington DC

Date: Wednesday October 14, 2026 – Thursday October 15, 2026

Pricing: NVCA Members – $700, Non-members – $2,250.

This event is for employees of VC firms only. If you are a service provider looking to attend, a small number of sponsorship packages remain.

Register here!



Agenda

6:00 PM
Registration & Cocktail Hour
7:00 PM
Dinner & Policy Presentation
Join us for dinner as we discuss what is going on in Washington DC with NVCA policy priorities and insight on the upcoming election. Featuring Bruce Mehlman and David Thomas of Mehlman Consulting, followed by NVCA’s Bobby Franklin and Benchmark’s Jill Jarrett.
9:00 PM
Post Dinner Cocktail Reception
8:00 AM
Registration & Breakfast
9:00 AM
Regulatory & Compliance Update
Panelists will provide an overview of the regulatory compliance developments most relevant to venture capital firms that have occurred over the past year and are expected in the near future, focusing on the practical implications of these developments for GCs and CFOs. Topics will include the SEC’s Reg Flex agenda, the pending Investment Adviser AML rule, CFIUS and outbound-investment developments, California's SB 54 diversity survey reporting regime, as well as recent SEC enforcement activity and exam priorities for PE and VC advisers. SPEAKERS: Gunderson Dettmer’s Steve Franklin and Ben Buckwalter, with Bedrock Fund Management’s Michael Liftik.
10:00 AM
From Pilot to Close: Building a Decision-Grade AI Operating Model for VC Fund Finance
AI is moving beyond individual productivity tools and into recurring valuation, reporting and other fund operation processes. For VC CFOs, the critical question is no longer whether AI can generate useful work product, but whether it can be incorporated into a process that is reliable, controlled and reviewable. This practical session will explore how finance leaders are approaching AI implementation, including where AI can add value, where it can introduce risk, what has not worked as expected and where human judgment remains essential. The discussion will focus on the controls, accountability and evidence needed to move AI use cases beyond experimentation. Participants will leave with practical considerations they can apply when evaluating whether an AI use case is ready to progress beyond the pilot stage. SPEAKERS: EY specialists and B Capital’s Ted Hill.
11:00 AM
LP Relations & Fundraising Best Practices
Sharing the LP Perspective. Featuring: Kirkland & Ellis’s Andrew Fink and StepStone’s Adair Newhall.
1:00 PM
What's Up On Wall Street?
Gain insights into the forces shaping today's capital markets, including IPO and M&A activity, credit availability, institutional investor sentiment, and the evolving outlook for venture-backed companies. Panelists will share perspectives from across banking, investing, and operating roles, offering practical guidance for CFOs navigating fundraising, liquidity planning, and exit opportunities in the year ahead. SPEAKERS: CAVA’s Tricia Tolivar, RockCreek’s Alifia Doriwala, Kipps DeSanto’s Kate Troendle, Updata Partners’ Ryan Brady, Doug Brockway of Citizens Capital Markets and Advisory and Banc of California’s Kay Parry.
2:00 PM
Tax & Accounting in Focus: What Venture Firms Need to Know
Explore the latest tax and accounting developments affecting venture firms, including OBBBA implementation, PTET, QSBS, IRS updates, and key management company and GP considerations. Panelists will also examine audit and valuation issues related to secondaries and continuation funds, offering practical insights for the year ahead. SPEAKERS: EisnerAmper’s Navin Sethi and Jennifer Cuello, alongside True Ventures' Ulrike Kellmereit.
3:00 PM
Ask Us Anything: Experienced CFOs
Featuring: Founders Circle Capital’s Anthony Matusich, Sierra Ventures’s Yasmin Zarabi, Battery’s Chris Schiavo, Arboretum’s Marcy Marshall, and Viridis Fund Solutions' Carrie McIntyre.
4:30 PM
After Party

Speakers

Pavlo Marchuk
Managing Director, EY
Ves Vulchkov
Partner, EY
Gaurav Joshi
Global Wealth & Asset Management Sector Leader, EY
Bruce Mehlman
Partner, Melhman Consulting
David Thomas
Partner, Melhman Consulting
Bobby Franklin
President & CEO, NVCA
Jill Jarrett
CFO, Benchmark
Navin Sethi
Partner, EisnerAmper
Ulrike Kellmereit
CFO, True Ventures
Jennifer Cuello
Partner, Assurance, EisnerAmper
Andrew Fink
Partner, Kirkland & Ellis
Adair Newhall
Partner, Stepstone
Tricia Tolivar
CFO, CAVA
Alifia Doriwala
OCIO, RockCreekGroup
Kay Parry
Managing Director, Fund Finance, Banc of California
Steve Franklin
Partner, Gunderson Dettmer
Ben Buckwalter
Partner, Gunderson Dettmer
Michael Liftik
Chief Legal Officer, Bedrock Fund Management
Carrie McIntyre
Partner & CEO, Viridis Fund Solutions
Marcy Marshall
CFO, Arboretum Ventures
Yasmin Zarabi
COO, Sierra Ventures
Anthony Matusich
CFO, Founders Circle Capital
Chris Schiavo
CFO, Battery Ventures
Ryan Brady
Principal, Head of Value Creation, Updata Partners
Kate Troendle
Managing Director, KippsDeSanto
Ted Hill
CFO, B Capital
Doug Brockway
Managing Director, Citizens Capital Markets and Advisory

Thank you to our Event Partners

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