## Private Equity Portfolio Companies & Funds: Connecting the Dots for the Audit Cycle

Ever wonder how PE Funds and PortCos align during audit season?

Watch as Carta and Citrin Cooperman discuss how PE Funds and Portcos work together to ensure proper Financial Statement reporting and disclosures at each level. Topics of discussion include:

- Private Equity Portfolio Company & Fund Audit processes
- Valuations of both PE Portfolio Companies & Funds
- Collaborative processes between PE Portfolio Companies & Fund teams
- Technology and its role in both audit processes

Many professionals know one side of the PE equation—but not both. Carta and our partners at Citrin Cooperman help bridge the gap for you and provide some new insights to PE PortCos and Fund CFOs/Finance teams, and PE Fund LPs.

Don’t miss this opportunity to deepen your understanding of how these two spheres of Private Equity work together to meet critical reporting obligations.

## Featuring

- 
  
  **James Catalano**  
  Partner, Audit  
  Citrin Cooperman

- 
  
  **Simon Jewkes**  
  Partner, Transaction Advisory Services  
  Citrin Cooperman

- 
  
  **Candice Bassell**  
  Senior Director, Auditable Reporting Services  
  Carta

- 
  
  **Jason Fleming**  
  Senior Manager, Fund Administration  
  Carta

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