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Mastering PE Reporting: What Every PortCo Finance Leader Should Know (CPE)
September 23, 2025 @ 2:00 pm – 3:00 pm EDT
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
Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to [email protected]
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
