TA Convenes Portfolio Leaders for 2024 CFO & COO Conference
100+ participants from TA’s global portfolio gathered to exchange insights, deepen connections and discuss future opportunities
TA Associates (“TA”), a leading global private equity firm, was proud to host its 2024 CFO & COO Conference: Building Financial & Operational Resiliency in Today’s Economy in June. The event, held in Boston, convened more than 100 senior finance and operations leaders across the TA network, representing more than 75 TA portfolio companies.
Over three days of impactful programming, portfolio executives in attendance joined TA investment staff and SRG team members to discuss past learnings and future opportunities, glean insights from external thought leaders and deepen connections with peers across the TA network. Key topics of conversation included driving successful M&A, navigating global macroeconomic trends, unlocking the business potential from Generative AI, and hiring and building an effective team.
Alongside many roundtable discussions, industry breakouts and relationship-building activities, highlights from the agenda included:
- Greg Poole, Managing Director and Global Head of Knowledge Network Content Distribution at UBS, discussing the global economic outlook, with a focus on expectations for interest rates and inflation.
- Susan Emerson, SVP of AI, Data & Analytics at Salesforce, exploring the business potential of Generative AI.
- Dan Hawkins, Founder & CEO of Summit Leadership, sharing best practices for building and leading an A-Player team.
- Trey Chambers, CFO of Idera, and Matt Bagley, CFO of Unit4, exploring cost containment strategies in an asset-light environment with Kevin Masse, Chief Portfolio Officer and Managing Director at TA.
- Rob Binns, CFO of the Access Group, Kent Capps, CFO at OMNIA Partners, and Nilesh Mistry, COO of Fisher Funds, in conversation with Michael Berk, Managing Director at TA, about driving successful M&A.
- Participation of the full group in an interactive roundtable discussion on top drivers and risks to revenue and EBITDA growth, facilitated by Ashu Agrawal, Managing Director at TA, and Kevin Masse.
We are thankful for the speakers who shared their strategic insights and look forward to curating more learning opportunities for our portfolio leaders in the future.
