The New Jersey CFOLC Presents: The CFO’s Role in Raising Venture Capital and Private Equity in 2024 | The CFO Leadership Council | 19 March 2024 | CLA , 293 Eisenhower Parkway Suite 290 Livingston, New Jersey 07039-1711, USA

Unless you’re an AI startup, this is a challenging time to raise capital from VC and PE firms. While the CFO is always an essential player in these activities, you’re even more so now. So, what’s changing, what’s winning—and what isn’t? What are your responsibilities as CFO during the process, and how is that expanding? How can you function as the key sounding board to the CEO and other C-Suite executives, working on the business plan, and making presentations to prospective investors? How do you inspire trust and confidence during the process all while adhering to the strictest ethical standards, and being fully transparent? We’ll tackle all that and more in this essential program.

Key Takeaways:
• Understand the expanding role of CFOs in raising venture capital and private equity.
• Learn how to work with other C-Suite executives in developing a business plan for investors.
• Develop skills in making presentations to prospective investors.
• Understand the importance of inspiring trust and confidence in investors—and how to “speak their language” and build the right story to gets checks written.
• Learn how to adhere to the strictest ethical standards and be fully transparent during the fundraising process.

2024 Speakers

SA Dustin Doyle
Private Sector/InfraGard/DSAC Coordinator, FBI Newark Field Office

Jeffrey Bunn
Managing Director, ZRG Partners, LLC- Interim Solutions

Adi Adair
Chief Financial Officer, American Dream

Glenn L. Stein
Practice Group Leader, CSG

2024 Sponsors and Partners

NORTH JERSEY CHAPTER SPONSORS AND PARTNERS:
• CLA
• Gallagher
• ZRG
• Keybank
• Navan
• CSG Law

NATIONAL SPONSOR PARTNER:
• Oracle Netsuite