Strategic Operations & Policy Summit

Wednesday October 20 – Thursday, October 21, 2021


Join your peers in-person or virtually for NVCA’s annual conference focused on the critical role CFOs and senior operations professionals play at VC firms. The Summit will cover technical topics, leadership development, and industry-related policy content. Eight hours of CPE credit are available.

Registration (beginning July 15, 2021) is open to VC firm CFOs, COOs, General Counsels, and other senior operations professionals.

Location: InterContinental Washington D.C. – The Wharf, Reservation Booking Link, Block Code NVA, or email for assistance.

Early Bird Pricing: 

NVCA Members will receive a 10% discount on all tickets purchased on or before August 15, 2021. 

In-Person NVCA Member Rate: $500 $450
In-Person Non-Member – $1,000 

Virtual-Only NVCA Member – $295 $265.50
Virtual-Only Non-Member – $795

Cancellation Policy: Cancellations or requests to change ticket type, received prior to September 30, 2021, will be honored less an administrative fee of $100. No refunds will be provided after October 1, 2021.  

COVID-19 Vaccination Policy: All in-person attendees must be vaccinated for COVID-19.

For more information on sponsorship, registration, or cancellation policies, please contact Jason Vita.


2021 Agenda coming soon!

2020 Agenda (see below)

Day 1

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.


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

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.


  • 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

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.


  • Chris Wolfe, Chief Investment Officer, First Republic Bank

Day 2

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.


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

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.)


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

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


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

Day 3

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.


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

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.


  • 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


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