Reception: June 23, 5–7 p.m | Conference: June 24, 8 a.m.–4 p.m.
SBIC CFO fund conference
Reception: June 23, 5–7 p.m
Conference: June 24, 8 a.m.–4 p.m.
RSM, 30 S. Wacker Drive, 33rd Floor
| Chicago, IL 60606
In-person Event

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Join industry leaders to discuss the latest trends and issues for small business investment company (SBIC) funds at the upcoming SBIC CFO fund conference.

Pre-conference networking reception:
Monday, June 23, 2025, 5–7 p.m.
Passed hors d’oeuvres and full open bar
Location: Winston & Strawn LLP, 35 West Wacker Dr., Chicago, IL 60601

Conference:
Tuesday, June 24, 2025

Agenda:
8:15–9 a.m. Registration
9–11:35 a.m. Sessions
11:35 a.m.–12:30 p.m. Lunch
12:30–3:30 p.m. Sessions
3:30-4 p.m. Q&A and closing remarks

Continental breakfast, lunch buffet featuring sandwiches, wraps and salads; snacks provided during breaks

Conference location:
RSM US LLP, 30 S. Wacker Drive, 33rd Floor, Chicago, IL 60606

RSM US LLP and Winston & Strawn LLP invite general and limited partners, chief financial officers, and controllers of SBIC funds to a seminar focusing on the operations, licensing, accounting, tax and compliance issues for those funds. During the conference, industry leaders will cover various topics related to SBIC fund operations including:

  • SBIC licensing trends
  • Small Business Administration operations, examinations and regulatory updates
  • Washington update from the Small Business Investor Alliance
  • Limited partner panel
  • Hot tax topics for fund managers
  • Back-office operations: Best practices, technology tools, reporting matters
Questions
Contact Sandina Heckert at +1 405 813 4654

Co-sponsor

Event details


Location

Learning Objectives
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Learning Objectives
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Cost
Complimentary
Pay by Paypal Option
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Pay by Paypal Option
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Agenda

0:00 AM - 0:00 PM
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0:00 AM - 0:00 PM
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0:00 AM - 0:00 PM
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0:00 AM - 0:00 PM
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Panelists

Doug Wissman
Chairman, Triad Technologies
Joel Braun
Vice President, C&E Advanced Technologies
Asheesh Gupta
Managing Director, Audax Group
Dave Noonan
Principal, RSM US LLP
Rob Daly
Manager, RSM US LLP