TA's Strategic Resource Group Unites North America Finance Leaders for Technology CFO Forum
TA's Strategic Resource Group (SRG) recently hosted a Technology CFO Forum in Boston, convening 35 senior finance leaders from across the firm's North America portfolio for two days of programming focused on the software market landscape, artificial intelligence, financial planning, and exit strategy.
Over the course of the program, finance leaders engaged in discussions around some of the timeliest topics in software businesses today. The agenda featured a mix of presentations, panel discussions, and interactive sessions led by TA team members, portfolio company leaders, and external speakers. Sessions included, among others:
- AI Assessment Summary & AI Value Creation with Max Bulger, Senior Vice President, SRG
- Software Markets Update with Mark Dolins, Managing Director & Global Head of Technology Investment Banking, Lazard
- AI in Finance with Jonathan Cohen, Senior Vice President of Finance, Green Street
- Budgeting & Forecasting with Robert Watson, Chief Financial Officer, Tungsten Automation and Al Martinez, Vice President of Solutions, KeenVision
- Exit Prep & Execution with Alan Lane, Principal, SRG, Tara Kilgore, Vice President of Finance & Operations, PowerGEM and Jai Shah, Managing Director, Deloitte
- SaaSpocalypse Overview with Jeremy Schneider, Senior Partner, McKinsey & Company
We thank all presenters for their valuable contributions and the attendees for fostering thoughtful conversation throughout the two days.
About TA
TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its core sectors, including technology, business services, financial services, and healthcare. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has more than 160 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong. Learn more at www.ta.com.