Built for the modern Private Equity CFO
Private equity CFOs are navigating increased market volatility, heightened risk, and growing pressure to deliver value across the portfolio lifecycle. Today's environment demands informed capital strategy, disciplined risk management, and trusted partners who understand financial sponsors. This conference brings those priorities into focus.
Artificial Intelligence
Examine how PE CFOs can apply AI to drive smarter decisions, stronger oversight, and competitive advantage across their firms and portfolios.
Liquidity Solutions
Discuss liquidity solutions helping PE CFOs manage fund obligations, portfolio needs, and exits — enhancing flexibility, resilience, and capital efficiency.
CFO Best Practices
Practical discussions on CFO best practices shaping governance, reporting, and portfolio performance as expectations rise across private equity.
2026 PE CFO Conference Recap
Explore highlights from the Citizens Private Equity and Venture Capital CFO Conference, bringing together CFOs, finance leaders, and industry experts to discuss AI, private equity trends, venture capital strategies, liquidity planning, and emerging market opportunities. Held at the Hotel del Coronado, the event featured thought leadership, peer networking, and insights from former U.S. Men's National Team star Landon Donovan on leadership, resilience, and peak performance.
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Exclusivity and substance
Join a community of PE CFOs facing the same capital, risk, and growth challenges. Conversations are grounded in real-world experience and shaped by those actively navigating today's environment. The result is insight you can apply immediately.
Strategic, not transactional
Citizens works alongside private equity CFOs as a strategic partner, not just a service provider. Through market cycles and portfolio complexity, we deliver insight grounded in experience. This conference reflects that commitment to informed, practical guidance.
Insights
2026 AI trends in financial management
The Rise of Agentic AI Accelerates Adoption and Investment Momentum
Bridging the liquidity gap: Life insurance in PE/VC estate planning
Explore how tailored policies and trust structures help general and limited partners mitigate risk, preserve wealth, and plan for the unexpected, without disrupting fund performance.
Wealth strategies in PE/VC: Planning across the career arc
Why PE and VC professionals need different wealth strategies as their careers — and complexity — evolve.
Accelerate growth with bespoke financial solutions
The specialized banking team at Citizens Private Bank® has extensive experience working with private equity and venture capital firms. We are well versed and deeply experienced in the complex nature of the private capital business and provide customized solutions to meet the goals of your firm, your employees, and your portfolio companies.