Private Equity International – Operating Partners Forum

West Monroe is a proud sponsor and speaker of the Operating Partners Forum San Francisco. Now in its third year in person, the Operating Partners Forum San Francisco brings together an elite crowd of value creators in North American PE and VC portfolio operations. With dedicated sessions focused on digital transformation and using technology to create value, the Forum connects the West Coast’s leading community of operating partners, private equity leaders, C-level executives, suppliers & resources.

Register now to join the two-day event to get a firm grasp on key initiatives to transform operations, deliver growth, and drive value for your portfolio companies in this crucial time in the economic cycle and be sure to check out both of West Monroe’s speaking sessions. Full speaking session details below! 

Session title:

Customer analytics and growth of install base: Turning data into a commercial driver

Session date & time:

Wednesday, June 7th l 3:10PM – 3:50PM local time

Session details: 

• Discussing the “why and how” in looking at: Granular subscriptions/contracts, customers, product, usage, and support data to drive increased retention and renewals, upsell, and cross-sell
• Uncovering real world results and KPIs that depict customer health/the customer journey
• Key sales KPIs and metrics: utilizing data to achieve market differentiation and a sustainable competitive advantage

Moderator:

• Austin Downing, Senior Manager, Data Scientist and Technology, West Monroe 

Panelists: 

• Shivani Tejuja, Advisory Director, Charlesbank Capital Partners
• Mark Fiske, Operating Partner, Digital Strategies, H.I.G. Capital
• Alok Garg, Executive Operating Partner, Digital Transformation, Sumitomo Corporation of Americas
• Daniel Perry, Director, Sales and Commercial Excellence, Parthenon Capital

Session title:

Leveraging zero trust security in PE to improve cyber resiliency, increase EBITDA and enhance business agility

Session date & time:

Thursday, June 8 l 10:50AM – 11:30AM local time 

Session details: 

This panel discussion will focus on key tenets of zero trust, highlight approaches to embrace zero trust in PE portfolio companies and financial benefits of cyber resiliency:

• Zero Trust: Is it a new cyber security industry buzzword? How to separate noise from true zero trust? What should operating partners and portfolio company CIO/CISOs know? 
• Improve Cyber Resiliency: How to reduce cyber risk, prevent cyber-attacks and drive secure digital transformation at portfolio companies? Where and how to start the journey with portfolio company CIO/CISOs? 
• Increase EBITDA: How a cloud native cyber security platform contributes to both top and bottom line? How can PE portfolio companies reduce infrastructure, network and security costs while providing better user experience? 
• Enhance Business Agility: How zero trust drives accelerated time to value for add-on or carve-out acquisitions?

Moderator: 

• Akshay Grover, Managing Director – Global Private Equity Practice, Zscaler

Panelists: 

• Carsten Weber, Technology Director, The Sterling Group
• Deron Grzetich, Senior Partner, National Cyber Leader, West Monroe