Description

SBIC finance leaders are under pressure to do more with less — and you can. It all starts with effectively using your technology infrastructure to balance regulatory demands with the need to scale, modernize and drive strategic value. As expectations expand, CFOs are rethinking how they structure teams, leverage outsourced operations and invest in technology.

In this discussion, we’ll examine key themes shaping the modern SBIC finance function, including outsourced fund administration, automation, valuation oversight and readiness for SBA audits and exams. We’ll also address emerging considerations such as accrual SBIC structures and the broader technology ecosystem required to support growth. The session is designed to equip finance leaders with actionable insights and questions to guide internal planning and external partner conversations.

Panelists

Moderator: Michael Carrillo, Director, Private Equity - RSM US LLP

Cathy Thompson, Management Consulting Leader - RSM US LLP

William Andreoni, Partner - RSM US LLP