2026 Fund CFO Offsite

Smart Scaling: Building an AI-Ready Legal Function for Your Team

DATE

Date TBD

LOCATION

RSVP Now

Request Invite

2026 Fund CFO Offsite

DATE

Nov

4

,

2026

-

Nov

5

,

2026

LOCATION

RSVP Now

Request Invite

This is a curated, Offsite for Fund CFOs and senior finance operators across venture, growth equity, and private equity. This session is designed for candid peer exchange on the decisions that matter most right now—capital strategy, fund operations, LP expectations, and the evolving finance and compliance stack.

This gathering ensures meaningful dialogue, new connections, and trusted professional bonds that extend well beyond the dinner table.

Host

Monica Johnson

Operating Partner & CFO
NGP Capital

Legal operations leaders and their GC/CLO counterparts are navigating an increasingly complex landscape of AI tools, external counsel dynamics, and internal pressures to do more with less. But what’s “right” for a five-person legal team may look very different from what’s feasible for a global function with enterprise spend. We’ll focus on building clarity: demystifying AI, understanding risk and regulatory frameworks, and making confident choices across a range of budgets and business needs.

Co-Chairs

Kaylee Anselmi

Senior Manager, Legal Operations

Booking Holdings

Jesse Ma

General Counsel

Apartment Therapy

Speakers

Inna Barmash

Chief Legal Officer & Corporate Secretary

Amplify

Alice Bisgrove

Senior Vice President & Deputy General Counsel

Procore Technologies

Jung Choi

General Counsel
Revelyst

Laura Del Gaudio

Associate General Counsel, Global Employment

Zapier

Eric Gross

SVP, Enterprise Deputy General Counsel

Zelis

Jaya Kantipudi

VP, Operations & Legal

Totango

Stacy Lettie

Chief of Staff to the General Counsel

Organon

Helen Nicholas

Director, Legal Operations

Zelis

Jonathan Stark

Head of Legal & Board Operations

Dynatrace

Event Details

Join fellow Fund CFOs for this exclusive half day event.

This is a curated, off-the-record half-day convening for Fund CFOs and senior finance operators across venture, growth equity, and private equity. This session is designed for candid peer exchange on the decisions that matter most right now—capital strategy, fund operations, LP expectations, and the evolving finance and compliance stack.

This gathering ensures meaningful dialogue, new connections, and trusted professional bonds that extend well beyond the dinner table.

Speakers

Inna Barmash

Chief Legal Officer & Corporate Secretary

Amplify

Alice Bisgrove

Senior Vice President & Deputy General Counsel

Procore Technologies

Jung Choi

General Counsel
Revelyst

Laura Del Gaudio

Associate General Counsel, Global Employment

Zapier

Eric Gross

SVP, Enterprise Deputy General Counsel

Zelis

Jaya Kantipudi

VP, Operations & Legal

Totango

Speakers

Inna Barmash

Chief Legal Officer & Corporate Secretary

Amplify

Alice Bisgrove

Senior Vice President & Deputy General Counsel

Procore Technologies

Jung Choi

General Counsel
Revelyst

Day 1 Agenda

12:00 pm

Arrival

Kick things off with a relaxed lunch alongside a room full of people who actually understand what a Fund CFO's day looks like. Enjoy some good food and the chance to find a few familiar faces before we get started.

1:00 pm

Opening Remarks

We'll set the stage for the next two days: why this group, why these topics, and what you should walk away with.

1:15 PM

Programming for Fund CFOs

The core of the offsite. We'll move through the topics you flagged as priorities. Mainstage framing, then small groups sized for real conversation.

5:00 PM

Happy Hour & Dinner

Connect with peers over drinks and a farm-to-table dinner. These are the kind of conversations that don't happen in a conference room.

8:00 PM

Fireside Chat

Close out day one with an unscripted, off-the-record conversation among peers.

Day 2 Agenda

7:00 am

Morning Movement

Ease into the day with an optional movement session. A simple way to reset and get a few informal minutes with peers before things get busy.

8:00 am

Breakfast

Fuel up with a delicious breakfast and coffee for Day 2!

9:00am - 12:00 pm

Programming for Fund CFOs

Connect back in small groups to discuss the topics that matter most and help solve current top of mind challenges.

12:00 pm

Lunch & Closing Remarks

A final lunch together to close out the offsite, wrap up key takeaways, and send everyone off with the connections and frameworks worth holding onto.

Accomodations

The Conference will take place at The Resort at Pelican Hill in Newport, CA.

We have negotiated a discounted nightly rate starting at $550 + taxes and fees. The room block will close on Friday, October 2, 2026, or when sold out, whichever happens first. Please use this booking link to make your reservation.

Sponsored by:

About The F Suite

The F Suite is a private, invite-only community for CFOs and their teams. Over 1,100 CFOs have access to 100+ world-class events per year and a robust online platform where members continuously collaborate in real time to help each other succeed in their careers and propel their companies forward.

For more information, visit www.fsuite.co