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DTSTART;TZID=America/New_York:20261119T130000
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SUMMARY:2026 Digital Lunch and Learn: The Modern SBIC CFO: Managing Growth\, Compliance\, and Technology at Scale
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.PanelistsModerator: Michael Carrillo\, Director\, Private Equity - RSM US LLPCathy Thompson\, Management Consulting Leader - RSM US LLPWilliam Andreoni\, Partner - RSM US LLP
X-ALT-DESC;FMTTYPE=text/html:SBIC finance leaders are under pressure to do more with less &mdash\; 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&rsquo\;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&rsquo\;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
LOCATION:
UID:e.3233.1590433
SEQUENCE:3
DTSTAMP:20260830T044945Z
URL:https://members.sbia.org/events/Details/2026-digital-lunch-and-learn-the-modern-sbic-cfo-managing-growth-compliance-and-technology-at-scale-1872267?sourceTypeId=Hub
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