Strategic Operations & Policy Summit

Tuesday, November 17 – Thursday, November 19 , 2020

Virtual Conference

ABOUT

Join your peers virtually for NVCA’s annual conference focused on the critical role CFOs, COOs, General Counsels, and senior operations professionals play at VC firms. This summit comprises technical topics, leadership development, and industry-related policy content while providing up to eight hours of CPE credit.

For more information please contact Emily Varady at evarady@nvca.org.

Registration is open to VC firm CFOs, COOs, General Counsels, and other senior operations professionals.

Pricing:
NVCA Member – $295
Non-Member – $795

For questions about registration and our refund policy, please contact Allyson Chappell at achappell@nvca.org or (202) 864-5917.

AGENDA

NOVEMBER 17

8:30-9:30 AM PT/ 11:30 AM-12:30 PM  

ESG in 2020

Learn how ESG policies and LP expectations for these policies have evolved in 2020. This session will feature practical guidance on how ESG and COVID-19 have interplayed, common LP questionnaires, policy writing from considerations through implementation and success measurements, and the regulatory preview from the U.S. and Europe.

Speakers:

  • Trysha Daskam, Director, Head of ESG Strategy, Silver Regulatory Associates

9:30-10:30 AM PT/ 12:30-1:30 PM ET

How to excel in fundraising and operational due diligence

Learn practical guidance on how to operate your DDQ, who is using the ILPA DDQ, what benchmarks LPs are asking for around DE&I and ESG, cyber security measures to have in place, best practices for virtual annual meeting structures, and what fundraising looks like in 2020.

Speakers:

  • Alex Lesch, Partner, Investment Strategy and Risk Management, Adams Street Partners
  • David York, Managing Director, Top Tier Capital Partners
  • Jennifer Mariska, VP of Finance and Operations, Forerunner
  • Moderator: Stig Colberg, Partner, Gunderson Dettmer

10:30-11:30 AM PT/ 1:30-2:30 PM ET

The Economy, COVID-19, and the Impact on Venture Capital Funds

Chris Wolfe, Chief Investment Office at First Republic Bank will share data trends on COVID-19 and the impact on Venture Capital.

Speaker:

  • Chris Wolfe, Chief Investment Officer, First Republic Bank

NOVEMBER 18

8:30-9:30 AM PT/ 11:30 AM-12:30 PM

Back to work: Dealing with Changes in Physical Location

This session will focus on the legal, cyber security, tax, and employment law issues that have come to light when managing a back to work strategy at your firm. This panel will share ideas of what is and is not working, learnings from firms who have opened up in foreign countries, vendors needed to support a virtual work environment, and real estate considerations/lease negotiations.

Speakers:

  • Cathy Goonetilleke, Principal, EY
  • Harris Mufson, Partner, Proskauer
  • Samantha Wellington, SVP and Chief Legal Office, TriNet
  • Stephen Hyndman, CFO, GGV Capital

9:30-10:30 AM PT/ 12:30-1:30 PM ET

Supporting & managing the portfolio and partnership during COVID

    • Triage, support, tough decisions, and what can CFOs do to help support their deal teams
    • How are firms supporting their portfolio companies?
    • How to do deals in this environment?
    • What is trending with terms, deals and exits in the world of COVID? (M&A, SPACs, direct listings, etc.)

Speakers:

  • Ted Hill, Partner and COO, B Capital
  • Rebecca Lucia, CFO, 5AM Ventures
  • Mark Lessing, CFO, Insight Partners
  • Moderator: Dalen Chow, IHS Markit

10:30-11:30 AM PT/ 1:30-2:30 PM ET

Tax & Accounting Update

This session will review new tax & accounting updates VC firms should be aware of in 2020, including:

    • Changes in the K1 reporting (book accounts, tax capital accounts)
    • New 1061 regulations
    • New K-2, K-3 forms
    • Working from home- state and local implications
    • The election
    • Definition of accredited investor
    • Cayman Private Fund Law
    • How are firms approaching valuations

Speakers:

  • Navin Sethi, Partner, EY
  • Steve Franklin, Partner, Gunderson Dettmer
  • Lauren Rubin, Manager, Washington Council, EY

NOVEMBER 19

8:30-9:30 AM PT/ 11:30 AM-12:30 PM

Regulatory & Compliance Update

Hear from regulatory and compliance experts on the SEC enforcement and policy landscape for 2020 and beyond.

    • Recap on what’s new for VC CFOs over the past year (and for private portfolio company CFOs)
    • Changes currently being worked on and/or likely to come up in the next 12 months.

Speakers:

  • Joshua Newville, Partner, Proskauer
  • Dan Faigus, Senior Examiner, SEC
  • Sam Waldon, Partner, Proskauer

9:30-10:30 AM PT/ 12:30-1:30 PM ET

NVCA’s “What’s Going on in Washington?”

Hear from the NVCA Policy Team as they review the results of the 2020 presidential election and its impact on VC firms and startups.

Speakers:

  • Jeff Farrah, General Counsel, NVCA
  • Justin Field, SVP of Government Affairs, NVCA
  • Charlotte Savercool, Director of Government Affairs, NVCA
  • Jonas Murphy, Manager of Government Affairs, NVCA

THANKS TO OUR SPONSORS!

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