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Mastering PE Reporting: What Every PortCo Finance Leader Should Know (CPE)

Register for Your Free Live Webinar Now:

"Mastering PE Reporting: What Every PortCo Finance Leader Should Know (CPE)"

Live Webinar Tue, Sep 23, 2025 1:00 PM - 2:00 PM CDT

Private equity reporting demands speed, precision, and clarity—yet many PortCo finance teams still wrestle with manual processes, disconnected systems, and siloed data. Join us for an actionable session designed specifically for finance leaders at PE-backed companies who want to modernize their reporting and planning processes without a complete tech overhaul.

In this webinar, you'll discover:

  • How leading PortCos are accelerating close and reporting cycles with standardizing their reporting packages
  • Learn from Planful's Finance leader, Deidre Mullen, on scaling reporting with speed and control as a PE-backed company
  • Proven strategies to eliminate friction across disparate systems and fragmented data sources
  • How AI is empowering lean finance teams to scale performance
  • A concise, SC-led product demo showcasing Planful’s capabilities and dashboards

**CPE Eligible**

Field of Study: Accounting

Level: Basic

Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Recommended CPE Credit(s): 1

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes. Controllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org


Offered Free by: Modern Associations
See All Resources from: Modern Associations

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