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Private Equity CFO Accelerator Certificate Program

Overview

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The CFO in a private equity portfolio company isn’t just CFO of the portco, they’re the compass of the investment. As both the right hand man/woman to the CEO and the financial steward to the sponsor, the PE CFO must drive the value creation plan while keeping two bosses informed and aligned while the clock ticks.

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The end game is to shepherd the investment to an “exit” – selling to a strategic, another PE firm or going public. Because of the importance of numbers in guiding the investment the PE CFO serves as the investment compass, using influence and numbers to keep the investment on track.​

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This course is critical for CFOs who find themselves at the intersection of leadership and private equity, as well as for Finance SVPs or Public CFOs looking to understand the unique demands of the role.  We'll dive into the strategies, pitfalls, and real-world insights that make the difference between success and failure.​​​

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Apply Here:

Private Equity CFO Accelerator Faculty

Next Start Date: TBD CPE Credit? 25 Hrs Pending

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Who's it for?

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  • Current PE CFOs: Enhancing performance in the unique context of private equity.

  • Non-PE CFOs: Seeking to master the nuances of high-impact performance in private equity.

  • PE Operating Partners: Looking to deepen their financial and operational acumen.

  • Senior VPs of Finance: Aspiring to transition into the CFO role (by invitation).

Private Equity CFO Accelerator Certification

Key Learning Objectives

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  • Navigating the PE Stakeholder Ecosystem: Mastering the art of managing complex relationships.

  • Adopting the High-Performing PE Executive Mindset: Cultivating the mentality required for exceptional performance in private equity.

  • Driving Organizational Transformation: Leveraging AI and other tools to inspire and lead impactful change.

  • Aligning with the Investment Thesis: Ensuring organizational alignment with key value drivers.

  • Building a Data-Driven Finance Team: Creating a finance function that informs and drives critical business decisions.

  • Cultivating a Performance Culture: Embedding a culture of excellence and accountability.

  • Developing Your PE CFO Playbook: Crafting a personalized, strategic approach to the PE CFO role.

Features

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  • Asynchronous Modules: Self-pace your learning if you miss the live sessions.

  • 3 New Modules: PE Primer, IPO and Public Speaking New Time + 10 Week Virtual Format: Later, shorter, spaced live sessions. More time with faculty.

  • Private Equity Prep Pack: Your prep pack to win a PE job and perform at a high level

  • Coaching Sessions: 2 1on1 coaching sessions Extended Certification: Two-month grace period for action learning projects

Participants will:

  1. Recognize the characteristics of PE-Xcelerate initiatives.

  2. Identify the value PE-Xcelerate programs bring to the private equity industry.

  3. Understand tools and techniques used by PE-Xcelerate.

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To register for this session, go to https://www.pexcelerate.com/pe-cfo-accelerator-overview.

In order to be awarded the full credits, you must complete the prework and submit your playbook. 

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Participants will earn 25.0 CPE credits.

Field of Study: Specialized Knowledge

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Additional Information:

Prerequisites: Basic knowledge of the CFO Role

Who Should Attend: This session is mandatory for CFOs involved in portfolio company leadership.

Advanced Preparation: Pre-work assignments emailed prior to the start of the course

Program Level: Advanced

Delivery Method: Group Internet Based

Refunds and Cancellations: Requests for refunds can be make two weeks before the course commences.  For more information regarding refund, complaint, and/or program cancellation policies, please email scott@pexcelerate.com.

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