Register, fuel up with a nourishing breakfast, and connect with peers before we dive into a full day of programming.

The Co-Chairs will kick us off and set the tone for the day ahead.

Whether you're piloting your first AI tool or defending a real budget line to your board, you need proof it's paying off. Learn what actually worked, in dollars and in team capacity, and how it was measured. Leave with a framework for setting your own AI north star, whatever stage you're building at.

Take a moment, nourish your connections and grab a snack and coffee.

AI spend has become its own line item, and most budgets weren't built to hold it: usage that swings month to month, ROI that's hard to pin down, and no real benchmarks to check against yet. This working session is about treating AI as a category you can actually manage: what to track, how to measure return, and where to set guardrails before cost outpaces value.

Fund CFOs are facing two versions of the same question: what to spend on AI tools, and how far you can actually let AI touch fund data. Deal memos, LP capital accounts, non public portco financials, none of it behaves like a normal SaaS dataset, and most budget conversations skip past that entirely. This roundtable covers both sides: benchmarks for what peer funds are spending on their own tools and what they're telling portfolio companies, plus what's fair game and what needs guardrails before you approve the next tool.

 Build, buy, or vibe-code, the right answer depends on your stage and your team size, and this roundtable is built around that. Walk away with a clearer read on what to invest in next, and what to start building yourself.

A breakout for Fund CFOs on managing the full reporting stack, from collecting and standardizing portco data, to monitoring portfolio company performance, to structuring internal GP reporting and LP delivery. Peers will compare tools and workflows across each stage and discuss where the biggest bottlenecks and opportunities for automation are.

Enjoy a delicious lunch while networking with your peers.

Thinking about what comes after growth: an acquisition offer, a strategic sale, or simply staying diligence-ready? Get direct access to a CFO who has actually led finance through an M&A event. Learn their lessons: what went well and what you should prepare for now.

A fund CFO conversation on engineering liquidity for LPs, from secondary sales to IPO timing to the tax mechanics behind them. We'll use the SpaceX lockup and the expected OpenAI IPO as live case studies for how liquidity events are reshaping LP capital and reinvestment.

Take a moment to forge even more connections during this afternoon break.

Hear about what's drawing capital right now, how to stay fundraise-ready before you need to be, and how to navigate without a flashy AI story.

Grab a drink and have a light bite as we celebrate the end of a day filled with learning and making new connections.