June 12-13, 2023 | 8 a.m.-4 p.m. CDT
SBIC CFO fund conference
June 12-13, 2023
8 a.m.-4 p.m. CDT
RSM, 30 S. Wacker Drive, 33rd Floor
| Chicago, IL 60606
In-person Event

Register now


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 12, 2023, 5–7 p.m.

Conference:
Tuesday, June 13, 2023

Agenda:
8:15 – 9 a.m. Registration and continental breakfast
9 – 11:35 a.m. Sessions
11:35 a.m. – 12:30 p.m. Networking lunch
12:30 – 4 p.m. Sessions
4 p.m. Q&A closing

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

Panelists include
Alan Roth, Winston & Strawn LLP
Art Spivey, U.S. Small Business Administration, Director of Licensing
Bailey Devries, U.S. Small Business Administration, Associate Administrator of Investment and Innovation
Jean Tucker, Renovus Capital
Joseph Bergthold, RSM US LLP
Justin Pelletier, SBIA
Matt Dwyer, Matthews Carter and Boyce
Mike Parilla, Maranon Capital
Olga Loy, Winston & Strawn LLP
Paul Salgado, US SBA
Shelby Sherard, Fidus Investment Corporation
Steve Johnson, RSM US LLP
Victoria Garcia, Stellus Capital
Vivian Myers, RSM US LLP

RSM US LLP, Winston & Strawn LLP, and the Small Business Investor Alliance (SBIA) 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:

  • Trends in licensing for SBIC funds
  • Updates from Washington from the Small Business Administration and the Small Business Investor Alliance
  • SBIC operations and compliance
  • Issues affecting business development companies operating SBIC funds
  • Tax issues for private equity funds, portfolio companies and general partners
Intended Audience
Chief financial officers and controllers of small business investment company (SBIC) funds.

Questions
Contact Maddy Armstrong at +1 312 634 5459.

Co-sponsors

   

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