Designed specifically for operating partners, portfolio company leaders, and private equity professionals, the Value Creation in Action offers a hands-on, execution-focused experience that moves beyond theory.
Participants will dive into discussion groups, each centered around real-world frameworks, templates, and actionable strategies for unlocking value across high-impact areas of operational improvement.
Expect live problem-solving, peer collaboration, and practical tools you can apply immediately across your portfolio.
Actionable Tools & Templates
Participate in 3 deep-dive sessions, plus expert led discussion groups, focused on practical execution, not just theory. Walk away with proven frameworks and resources you can implement right away.
Real-Time Problem Solving
Work through live challenges in an interactive, co-facilitated format, designed to surface solutions that are directly relevant to your operating environment.
High-Value Peer Exchange
Join a room full of operating partners, portfolio executives (CEOs, CFOs, COOs), value creation teams, and independent sponsors, all focused on driving performance through hands-on execution.
Join us to close the gap between strategy and execution and turn your value creation playbook into practice.
08:00 AM: Registration & Networking Breakfast
08:45 AM: Welcome & Chairperson Remarks
Chief Executive Officer
Aspen HR
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09:00 AM: Session 1: Driving Top Line Growth
30 Min Practical Workshop: Building a High-Impact GTM Playbook
Strategies to increase revenue through GTM, pricing, and sales performance.
Workshop Key Takeaways:
30 Min Deep Dive Discussion:
Table 1: Pricing Strategy Levers
Table 2: Sales Efficiency
Managing Director, Financial Services-Private Equity Practices and Value Creation
Services
Wipfli
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10:00 AM: Networking Break
10:20 AM: Session 2: Operational & Financial Excellence
30 Min Practical Workshop: Finance & Ops for Execution
Improve margins, cash flow, and decision-making through finance and execution.
Workshop Key Takeaways:
30 Min Deep Dive Discussion:
Table 1: Financial Agility
Table 2: KPI Design & Accountability
11:20 AM: Networking Break
11:50 AM: Session 3: Tech Enablement & Operational Efficiency
30 Min Practical Workshop: Automating, streaming and scaling Tech
How to use technology to streamline operations, boost productivity, and unlock scalable value
Workshop Key Takeaways:
Quick wins in automation – reduce manual work in ops, finance, HR, etc.
Tech stack review – find overlaps, gaps, or legacy issues
Workflow optimization – use tools to improve how teams work together
Tech Ops foundation – scalable systems for reporting
30 Min Deep Dive Discussion
Table 1: Workflow & Automation
Table 2: Tech Ops & Infrastructure
Product and Technology Value Creation
Vista Equity Partners
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Director, Portfolio Analytics
Warburg Pincus
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Standard | Service Providers | |
---|---|---|
Regular | $550 | $3200 |
Super Early Bird | $450 | N/A |
Early Bird | $500 | N/A |
ISCP Club Members | Included | Included |
Aspen HR (“Aspen”) is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation. For more information, please visit www.aspenhr.com and email sales@aspenhr.com.
Wipfli is a national top 20 Accounting-Audit-Advisory and Consulting firm providing transaction support through value creation and ownership phase for private capital investors. Core Practices that support PE include Office of the CFO, M&A Integration, Tech/Digital Transformation, Cyber Security, Data Governance/Management/BI and Top Line Growth and Commercial Transformation initiatives. Wipfli’s Middle Market Investment Bank provides the family/privately owned business practical advice for critical decisions.
Wipfli’s integrated approach means services are ready when needed — at the deal stage and every stage of the investment life cycle. With a focus on increasing EBITDA, we provide actionable data quicker and put meaningful information in usable formats to support quality decisions. We use technology and process improvement to protect your investments and create greater value. Our professionals are ready to apply our deep industry specialization in industries like manufacturing and distribution, Healthcare, Retail, Asset Management, Insurance, Technology, and Construction products/services.
Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.
You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
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