Tuesday, October 22 – Wednesday, October 23 , 2019
InterContinental Washington D.C. – The Wharf – 801 Wharf Street, SW Washington, DC
Join NVCA and your peers on October 22-23, 2019 in Washington, D.C. for the NVCA Strategic Operations & Policy Summit.
In its fourth year, the Strategic Operations & Policy Summit is focused on the critical role CFOs and senior operations professionals play at VC firms. This summit comprises technical topics, leadership development, and industry-related policy content.
Registration is open to NVCA Members and VC firm CFOs and Senior Operations Professionals.
NVCA Member – $500
Non-Member – $1,000
For questions about registration and our refund policy, please contact Allyson Chappell at firstname.lastname@example.org or (202) 864-5917.
InterContinental Washington D.C. – The Wharf
6:00 – 8:30pm — Welcome Reception, Dinner And Presentation On “What’s Going On In Washington?”
The NVCA Policy Team Will Review Top Issues In Washington Affecting The Venture Industry In 2019 And 2020, Including CFIUS, Tax, And The Changing Regulatory Environment.
7:30am — Check-In & Breakfast
8:00 – 9:00am — Navigating Systems
CFOs will walk through back office systems they’ve recently implemented from research through lesson’s learned. Featured systems and speakers include:
9:00 – 10:00am — Fireside Chat With Martha Miller, Advocate For Small Business Capital Formation At The SEC
As the Advocate for Small Business Capital Formation, Ms. Miller oversees the office dedicated to continuing to advance the interests of small businesses and their investors at the SEC and in our capital markets. Hear Ms. Millers goals/mission for this committee, the ecosystems she serves, and the regulatory, legislative, and market structure areas of focus.
10:15 – 11:15 — Office Space – How To Support Your Firm And Portfolio
This session will provide a deep dive on market trends, how to help your firm/portfolio companies think about office space, workplace culture, design, and economics of real estate.
11:15am – 12:15pm — Regulatory Environment – SEC’s Recent Exam Focus And Practical Guidance For VCs
Case studies of recent SEC exam and enforcement actions by VC firms. Practical guidance on how to prepare and mitigate.
12:15 – 1:15pm — Working Lunch – AICPA Valuations Guide Deep Dive and Q&A
The AICPA released new Accounting and Valuation Guide Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies, which provides nonauthoritative guidance and illustrations regarding the accounting for and valuation of portfolio company investments held by investment companies within the scope of FASB ASC 946. This working lunch will review key changes and case studies impacting venture capital firms as they prepare for the 2019 audit season and beyond.
1:15 – 2:15pm — Best Practices When Adopting An ESG Policy
ESG is growing within the financial services industry, and investment managers in the U.S. have started to take note. We’ll review best practices when adopting an ESG policy – where to start, what questions to expect from LPs, how to respond to requests for information, and the regulatory landscape.
2:15 – 3:15pm — Veteran CFO Panel
Veteran CFOs discuss their experience with accounting challenges, fund/financial management, HR recruiting/retention within the finance department, fundraising, navigating the current IPO market, and how they’ve built a leadership position within the partnership at their firm.
3:15 – 4:15pm — Practical Guidance On Tax
Hear from tax experts at EY as they provide practical guidance on some of the largest issues in tax for the venture community.