Private Fund CFO Breakfast — The AI-Enabled Fund: Reporting, Compliance & Tax Strategy (1 CPE)

Designed specifically for private equity and venture capital fund managers, CFO’s and controllers, this joint event with KPMG and Suntera Fund Services delivers critical updates on AI adoption in financial reporting, compliance, and workflows. We'll break down the latest regulatory shifts, with a dedicated deep-dive into QSBS eligibility, pitfalls, and optimization strategies for investment portfolios, alongside our AI roadmap for streamlining communication and data access among GPs, LPs, and third parties. Attendees will leave with a clear playbook for how to leverage technology while securing vital tax advantages on early-stage equity.

This event is a part of #LATechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.

By the end of this course, participants will be able to: Explain the practical differences between Generative AI, machine learning, and RPA as they apply specifically to venture capital fund accounting and portfolio operations. Evaluate potential AI use cases in fund financial reporting to identify where automation can immediately reduce manual data entry (such as LP reporting and portfolio KPI collection). Assess the primary security and regulatory risks of deploying AI in a finance function, including SOC compliance, data privacy, and protecting proprietary portfolio company financials. Formulate a foundational roadmap for introducing AI governance and internal controls within their finance team to prevent data leakage and ensure audit-readiness.

CPE Credits: 1.0 Credit (50 minutes of instruction) Delivery Method: Group Internet Based / Group Live Subject Area: Accounting & Auditing (or Information Technology) Program Level: Intermediate Prerequisites: None Advanced Preparation: None

Part of Los Angeles Tech Week. RSVP on tech-week.com.