Birmingham PE CFO Forum
Event Date: 21 May 2026 8:15 am - 2:00 pm
The Grand Hotel Birmingham, B3 2FE
RegisterAs part of RSM’s Business Leaders Programme, we are hosting a half day forum to discuss the key issues CFOs of private equity-backed businesses face day-to-day.
RSM’s specialists will present and host on a range of technical topics including case studies and practical examples. The half day event will address the following topics:
- private equity market update
- economic trends for private equity
- interactive session on value creation, exit readiness and growth
- cyber incident response awareness; and
- fireside chat with Inflexion.
The forum will offer the opportunity to network with senior finance professionals from private equity-backed firms. This session is CPD credited.
If you have any questions about the event please contact Katie Dyer.
Registering for this event will add you to a public calendar invite making your name and email address visible to other attendees. Please don’t register if you don’t consent to this. Info on how RSM process data can be found here.
This highly interactive session brings together RSM specialists from financial reporting, tax, due diligence and performance improvement to explore the key levers of value creation and effective exit preparation for PE‑backed businesses. Speakers will rotate between tables for focused discussions, offering practical guidance and highlighting common challenges in their respective areas. The session will conclude with a group discussion to draw out the recurring themes, insights and priorities that CFOs should consider across the private equity lifecycle.
In this fireside chat, our Head of M&A sits down with Phillip Dixon, Director in the Value Acceleration team at Inflexion, to explore how CFOs can deliver technology‑driven value across the private equity lifecycle. The discussion will delve into the real-world lessons from implementing technology change inside PE-backed businesses, where value is created, and what differentiates CFOs who successfully steer their organisations through digital, data and AI investments. Attendees will gain practical insight into what “value creation through technology” actually lookslike and how CFOs can set their businesses up for success from day one.
Private equity funds and their portfolio companies face escalating cyber threats, with most experiencing incidents in recent years and many lacking robust security programs despite acknowledging the risk. This session will help CFOs understand attack vectors, assess impacts, and build response frameworks, as geopolitical tensions and AI-driven attacks make proactive cybersecurity measures more critical than ever.
