Strategic Operations & Policy Summit

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.

NVCA will provide 8 CPE credits for attending the entire program.
For more information please contact Hannah Munizza at

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 or (202) 864-5917.


InterContinental Washington D.C. – The Wharf


Tuesday, October 22

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.

  • Bobby Franklin, President & CEO, NVCA
  • Jeff Farrah, General Counsel, NVCA
  • Charlotte Savercool, Director of Government Affairs, NVCA

Wednesday, October 23

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:

  • Cap Table Management: Marcy Marshall, CFO and Mandy Elder, VP of Finance at Arboretum
  • Customized SalesForce CRM for VC firms: Khushboo Patel, Head of Operations at SalesForce Ventures
  • Fund Accounting Systems (Investran/Alta Return): Brian Schwenk, CFO, 1315 Capital

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.

  • Jim StewartCOO, True Ventures
  • Martha Miller, Advocate for Small Business Capital Formation, SEC

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.

  • Kevin Gillis, Partner & COO, Third Rock Ventures
  • Roy Hirshland, Co-founder and CEO, T3 Advisors

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.

  • Sam Waldon, Partner, Proskauer
  • Bob Plaze, Partner Proskauer
  • Josh Newville, Partner, Proskauer
  • Dan Kahl, Deputy Director of the Office of Compliance Inspections and Examinations (OCIE), SEC

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.

  • David Larsen, Managing Director, Duff & Phelps
  • Amanda Miller, Executive Director, EY

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.

  • Trysha Daskam, Director & Head of ESG Strategy, Silver Regulatory Associates
  • Denise Marks, Chief Administrative Officer, SV Health Investors
  • Ulili Onovakpuri, Partner, Kapor Capital

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.

  • Spencer Punter, CFO, DCVC
  • Matt De Dominicis, Partner and CFO, Norwest Venture Partners
  • Kirby Bartlett, COO & CFO, ACME Capital
  • Dana Kibler, CFO & Partner, Upfront Ventures

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.

  • Navin Sethi, Partner, EY



Phone: 202-488-2500


Phone: 202-554-1234


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