Value Creation in Action

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Venue
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Oct 1, 2025
New York
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Turning Playbooks into Practice

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.

What to Expect:

  • 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.

Register Today

AGENDA

08:00 AM: Registration & Networking Breakfast

08:45 AM: Welcome & Chairperson Remarks

Mark Sinatra

Chief Executive Officer

 Aspen HR

mark-1

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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:

  • Segment-based pricing
  • Sales enablement alignment
  • GTM diagnostics and prioritization

30 Min Deep Dive Discussion:

Table 1: Pricing Strategy Levers

Table 2: Sales Efficiency

 

John Bova

Managing Director, Financial Services-Private Equity Practices and Value Creation
Services

Wipfli

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John is an experienced executive in private equity who brings 30+ years’ experience from the operating side of private companies to business development for a private equity fund to building value creation practices for management consulting firms serving leading private equity funds.

As a member of the Financial Services Industry Group. John currently leads Wipfli LLP’s PE Value Creation Service Practice and drives relationship curation and business development with leading Private Equity firms. Prior to Wipfli he was an Independent Operating Partner executing value creation assignments ranging from Commercial Transformation, ERP, CRM Assessment and Adoption
Leadership, Sales Pipeline Velocity Reporting, Go-to-Market changes through ITW 80/20 Methodology adoption, leveraging technology and process for the Office of the CFO and providing Private Equity firms consulting advise on scaling Operating Partner Programs.

He had stops in professional services all focused on driving growth and value creation with private equity firms and portfolio companies. Those firms included AWS, RGP and Cohn Reznick.

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:

  • KPIs that actually drive business results
  • Forecasting tools to plan for different future scenarios
  • Understanding what each product or customer really costs you
  • Improving visibility and control over cash and working capital

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

Tarika Kumar

Product and Technology Value Creation

Vista Equity Partners

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Kristy Khoury

Director, Portfolio Analytics

Warburg Pincus

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Kristy Khoury is based in New York, joined Warburg Pincus in 2022, and is a Director in the Portfolio Analytics group. Prior to joining Warburg Pincus, she was a Director in the Value Creation Group of EY-Parthenon. Prior to that, she was an Operating Manager in the Portfolio Operations group at Apollo Global Management, and a Quantitative Analyst at First New York Capital Management. Kristy is on the Board of Directors of a Non-Profit called Common Denominator, which provides free 1:1 math tutoring, and mentorship to in-need NYC middle school students. She holds a BS in Mechanical Engineering from Cornell University.

12:50 PM: Networking Lunch

PRICING

Standard Service Providers
Regular $550 $3200
Super Early Bird $450 N/A
Early Bird $500 N/A
ISCP Club Members Included Included

Already registered for the 19th Independent Sponsors Summit?
Reach out to Melissa at melissa@iglobalforum.com to claim your exclusive discount for the Value Creation Workshop.
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Terms and Conditions - Payment Policy

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.

iGlobal Forum Cancellation, Postponement and Substitution Policy

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.

For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.

In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.

iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to war, fire, labor strike, extreme weather or another emergency.

Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

It is the sole responsibility of the registrant to ensure that all information provided during the registration process is accurate and complete. Any errors, including but not limited to incorrect contact details, attendee names, or payment information, must be brought to the attention of iGlobal Forum in writing at info@iglobalforum.com as soon as possible. In the event of duplicate registrations or erroneous charges, it is the registrant’s responsibility to notify iGlobal Forum immediately. Refunds or credits for duplicate registrations or erroneous charges will be issued at iGlobal Forum's sole discretion. iGlobal Forum will make reasonable efforts to accommodate corrections; however, we are not liable for any issues, missed communications, or denied access resulting from inaccurate, incomplete, or duplicate registration details.

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Discounts

To ensure that participants receive any available discounts, payment must be made at the time of registration and prior to the designated cut-off date. This requirement applies to all discounts. Please note that discounts cannot be combined with any other offers.