Events and Webinars

Gain insight by watching our webinars and staying up-to-date on our company events.

Upcoming Events

Title card for Consero and Springbrook webinar

Events and WebinarsFinance as a Service

How Springbrook Software Rapidly Built a Scalable Finance Function During Private Equity Carve-out

May 13, 2022

Jared Hale, CFO of Springbrook Software (acquired by Accel-KKR), shares his experience with an unsteady finance function, the challenging impact of a Carve-Out scenario on ...

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Events and WebinarsFunding Events

How to Raise VC Funding: Founder Shares Playbook from Seed to Series B

March 17, 2022

A founder shares advice on fundraising, due-diligence prep, and the value of bringing in seasoned finance partners.

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Thumbnail featuring three guests from webinar how CFOs can be strategic partners

Events and WebinarsFinancial Leadership

How CFOs can be a strategic partner to the CEO and investors [Webinar]

December 22, 2021

Longtime Consero client, Scott Sanders, CFO of Broadway Technology, a software and fintech company backed by Long Ridge Equity, BC Partners and HPS Investment Partners, ...

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consero thinkbridge webinar Delivering amazing customer experiences and services using build buy strategy

Events and Webinars

Finance as a Service: Buy + Build Strategy – Creating Amazing Customer Experiences and Services

November 4, 2021

Bill Klein, President of Consero, is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. ...

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Events and WebinarsFinance as a Service

CFO Client Discussion with Wes Edwards, CFO of Multi-Location Healthcare MSO (backed by Sverica)

September 28, 2021

Consero’s Finance as a Service enabled the newly hired CFO to focus on being a strategic partner to the CEO with confidence that the basic ...

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Events and Webinars

An Interview with Bill Klein – Using technology to deliver amazing customer experiences – Season 1: Episode 1

September 14, 2021

In this episode, Bill Klein, the Co-founder and President of Consero, discusses the way they are changing the way business build and maintain the finance function with ...

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Cocktails and Client Discussion image July 29 2021

Events and WebinarsFinance as a Service

Cocktails and Consero: Client Discussion with CFO of Pelitas

September 1, 2021

CFO of PE-backed Pelitas shares his story of how he was able to stay focused on strategy and the 100-day plan vs. managing the finance ...

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Accounting ControlsControls, Governance, Compliance

Consero Roundtable: Security and Controls in the Finance Function

July 2, 2021

Learn best practices in cybersecurity and what financial systems and internal controls can mitigate risk in the finance function and protect your business.

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Events and Webinars

Consero Roundtable: Security and Controls in the Finance Function

June 30, 2021

Listen to this Roundtable to learn about best practices in cyber security and hear from experts on what financial systems and internal controls you can ...

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Events and WebinarsMergers and Acquisitions

Consero Roundtable: Add-on Acquisition Readiness – Is your finance team ready for that next acquisition?

March 26, 2021

Recently, Chris Hartenstein, Consero’s VP of Customer Success, hosted a conversation about the role the finance function can play in an add-on acquisition strategy and ...

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PE Roundtable June 4 2020 LinkedIn image

CEO / CFOEvents and Webinars

Investor Roundtable: Raising Capital Amidst COVID-19 – Investors Perspective

June 29, 2020

(filmed June 4, 2020) Consero’s Private Equity Roundtables enable Investors & Portfolio CEO’s/CFO’s the opportunity to gain valuable understanding and share actionable information for the middle-market tech ...

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Social Media Post April 30 2020 PE CFO Roundtable

Events and WebinarsFinancial Leadership

CFO & Investor Roundtable: Building a Financial Survival Kit for Portfolio Companies

May 27, 2020

Most CFOs and private equity firms didn’t build COVID-19 into any of their investment cases, but that doesn’t mean they’re powerless to respond. The pandemic ...

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Events and Webinars

Upcoming Events

How Springbrook Software Rapidly Built a Scalable Finance Function During Private Equity Carve-out

How to Raise VC Funding: Founder Shares Playbook from Seed to Series B

How CFOs can be a strategic partner to the CEO and investors [Webinar]

Finance as a Service: Buy + Build Strategy – Creating Amazing Customer Experiences and Services

CFO Client Discussion with Wes Edwards, CFO of Multi-Location Healthcare MSO (backed by Sverica)

An Interview with Bill Klein – Using technology to deliver amazing customer experiences – Season 1: Episode 1

Cocktails and Consero: Client Discussion with CFO of Pelitas

Consero Roundtable: Security and Controls in the Finance Function

Consero Roundtable: Security and Controls in the Finance Function

Consero Roundtable: Add-on Acquisition Readiness – Is your finance team ready for that next acquisition?

Investor Roundtable: Raising Capital Amidst COVID-19 – Investors Perspective

CFO & Investor Roundtable: Building a Financial Survival Kit for Portfolio Companies

Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation

Ongoing F&A

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:

Carve-Out Accounting:

To Optimized Finance & Accounting: