International
Operating Partners Forum Napa
June 26-27, 2025
Silverado Resort, Napa
Accelerate future levers in value creation
Connect with your peers in relaxing wine country at the leading west coast event for value creation.
Enjoy cross-functional takeaways from expert speakers, including an agenda track devoted to tech value creation.
You’ll leave with fresh strategies, an expanded network, and a pathway into the future of value creation.
“The best thing about the forum is…learning about different approaches, applied at different scale, to different portfolio mixes.”
David Rowley
Technology Operating Partner, Diversis Capital
Optimize your portfolio companies
Hear which levers top firms are pulling to drive value creation.
Network with top value creators
Meet the largest community of operational experts in one place.
Adopt new cross-functional initiatives
Find the right tools and knowledge to create value.
Agenda highlights
The event agenda delves into all functional areas in value creation, and features topics including:
- AI playbooks across functions at your portfolio companies
- The future of finance: AI strategic initiatives for the office of the CFO
- The keys to recruiting and developing talent for value creation
- Having a strategic impact as an operating partner on boards
- The portco CEO perspective and agenda: dos and don’ts for operating partners
- Unlocking excellence: optimizing supply chain technology platforms
- And much more…
Meet the leading PE operating partner community:
Speakers
The 2025 Forum will feature all functional areas of value creation. The new and expanded agenda includes a full track on tech and digital value creation across both days of the event.
For more information about the upcoming program, please contact Marc Mele at marc.m@pei.group.
Agenda
Day 0 - Wednesday 25th
Operating Partners Napa Winery Tour and Lunch Trip (for operating partners only)
Venue: Far Niente Winery
This excursion, solely for the operating partners attending the Forum, will include a tour of the estate with tastings of their exquisite wines and lunch provided. There will be a shuttle departing at 11:30 am from the event venue, Silverado Resort.
Operating Partners Forum Napa Pre-Event Welcome Reception and Dinner (for operating partners only)
Venue: Fairway Deck, Silverado Resort
Join the operating partners attending the Forum at our opening grand reception in Wine Country. Begin building connections over craft cocktails and gourmet fare before the conference kicks off. A relaxed welcome reception ensures you’ll find familiar faces over the following two days. Then, meet other operating partners in a networking style dinner to discuss the industry, share ideas, and develop Forum goals.
Agenda
Day 1 - Thursday 26th
Registration and breakfast
Think tanks for full-time operating partners — value creation war rooms (for operating partners only)
These closed-door discussions led by your operating partner peers will allow you to learn and share best practices in value creation. The think tank topics will be introduced by the facilitators and discussed in the room. Please select one of the rooms by functional area:
Room 1: Tech and Digital Operating Partners
Room 2: Human Capital/Talent Operating Partners
Room 3: GTM, Sales and Revenue Growth Operating Partners
Room 4: Finance Operating Partners
Deep dive breakfast discussion 1 (for operating partners only) — Finance transformations for SaaS companies: providing a finance platform to drive growth
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated expert facilitators.
Deep dive breakfast discussion 2 (for operating partners only) — Tariff impact analysis: strategic implications for your companies
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated expert facilitators.
Deep dive breakfast discussion 3 (for operating partners only) — Executive compensation challenges and opportunities: talent partners uncover trends
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated expert facilitators.
Deep dive breakfast discussion 4 (for operating partners only) — Cyber workshop: practical tips to enhance security
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated expert facilitators.
PEI’s welcome and chairman’s opening remarks
AI adoption playbooks across functions at your portfolio companies
Maximizing value on exits – prepping for exit 24-36 months out
Networking break
Measuring operating partner performance: comparing scorecards
Interactive Working Group 1 (for operating partners only) — AI for your sales, marketing and GTM strategy: accelerating growth
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 2 (for operating partners only) — The future of finance: AI strategic initiatives for the office of the CFO
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 3 (for operating partners only) — AI for the talent function: practical use cases
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Tech and Digital Working Group 4 (for operating partners only) — Redefining digital transformations in the AI era
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Networking lunch
Women in PE and VC value creation networking lunch (invitation-only for operating partners)
Track 1 Having a strategic impact as an operating partner on boards





Track 2 Personalizing your GTM manuals: how to do it
Track 3 Tech and Digital Room: AI’s impact on cybersecurity: what operating partners need to know
Track 4 TPG case study: how operating partners align and deliver value creation with CFOs
Track 5 The keys to recruiting and developing talent for value creation
Track 6 Tech and Digital Room: Unlocking digital value creation for SaaS companies
Break
Track 7 Maximizing your impact in working with founder led company CEOs
Track 8 The operating partner’s essential finance and accounting game plan
Track 9 Tech and Digital Room: Leveraging AI in due diligence
Track 10 The portco CEO perspective and agenda: dos and don’ts for operating partners
- Capturing multi-modal opportunity throughout the supply chain
- Supporting operating needs while achieve data standards
- Improving service while reducing cost with footprint optimization
- Taking a critical lens to recovery and cost-to-serve
Moderator:
Tony Totta, Executive Vice President, eShipping
Panelists:
Greg Gladstone, President and Chief Commercial Officer, FloWorks
Dave Kippola, Vice President of Operations, Trimlite
Track 11 Sourcing and talent and commercial leaders developing sales
Track 12 Tech and Digital Room: Harnessing the power of data science and advanced analytics in value creation
Interactive Working Group 5 (for operating partners only) — Commercial metrics: an in depth look into win loss analysis for growth
Tech and Digital Working Group 6 (for operating partners only) — Comparing AI tools and resources: operating partner insights
Networking Cocktail Reception
Venue: Mansion Gardens at Silverado Resort
The Resort’s Mansion Gardens will provide a delightful setting at the end of the first day for you to chat and hear what is on everyone’s mind after a full day of valuable insights.
Agenda
Day 2 - Friday 27th
Registration and breakfast
Think tanks for full-time operating partners — value creation war rooms (for operating partners only)
Room 1: Heads of Value Creation Teams
Room 2: Operating Partners
Room 3: Training for New and Emerging Operating Partners
Deep dive breakfast discussion 1 (for operating partners only) — Operating Partner-Chief Revenue Officer dynamics: the keys to alignment
This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators:
Deep dive breakfast discussion 2 (for operating partners only) — The value creation certification program
This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators:
Deep dive breakfast discussion 3 (for operating partners only) — How is today’s macro climate impacting your VCP and your role as an operating partner?
This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators:
Deep dive breakfast discussion 4 (for operating partners only) — Successful approaches for hiring tech talent in the current marketplace
This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators:
Chairman’s welcome
Driving business performance in the current economy: operating partner playbooks
The C-suite of the future: what is needed to harness and accelerate value creation
Networking break
How operating partners are using AI effectively in different phases of the lifecycle
The evolution of operating partner-deal team alignment: what does the future look like?
Break
Interactive Working Group 7 (for operating partners only) — Product led approaches: leveraging modernization and new capabilities
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 8 (for operating partners only) — Unlocking excellence: optimizing supply chain technology platforms
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Tech and Digital Working Group 9 (for operating partners only) — Optimizing your tech due diligence playbooks
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Networking lunch
Tech and Digital operating partners networking lunch (for operating partners only)
Track 12 Accelerating finance transformations within the first 120 days
Track 13 Leveraging pricing as a key level in your commercial strategy
Track 14 Tech and Digital Room: Optimizing your R&D departments: how are you thinking about it?
AlixPartners presents the first annual digital value creation survey results

End of Conference
Join a PE community that transcends the Forum
Deepen your relationships and build your network throughout the Forum with operating partner exclusive networking opportunities.
Gather with peers for 2.5 days of collaborative learning and exciting events to exchange ideas, solve challenges, and benchmark strategies to improve your day-to-day operations.
Winery Tour and Lunch Trip*
Wednesday, June 25, 2025
11:30 am – 3:00 pm
Venue: Far Niente Winery
This excursion, solely for the operating partners attending the Forum, will include a tour of the estate with tastings of their exquisite wines and lunch provided. There will be a shuttle departing at 11:30 am from the event venue, the Silverado Resort. Nestled in the heart of Napa Valley, Far Niente will provide a unique setting to network with your peers in a relaxed atmosphere.
*This is an invitation-only experience. Registered event attendees can request an invitation by emailing Lawrence Dvorchik.
Golf Tournament*
Wednesday, June 25, 2025
9:00 am – 2:00 pm
Venue: Silverado Resort
Join us for an exclusive golf tournament at Silverado Napa’s renowned 18-hole golf course! This shotgun-format event includes green fees, a double-rider cart with GPS, range balls prior to start, personalized scorecards, and complimentary bag handling and club cleaning. Throughout the day, savor delicious bites and refreshing beverages, along with the chance to win exclusive prizes.
*This is an invitation-only experience. Registered event attendees can request an invitation by emailing Lawrence Dvorchik.
Operating Partners Forum Napa Welcome Reception and Dinner (invitation-only)
Wednesday, June 25, 2025
5:30 – 9:00 pm
Venue: Silverado Resort
Join the operating partners attending the Forum at our opening grand reception in Wine Country. Enjoy spectacular vineyard views at sunset and expand your network with the brightest leaders in value creation while indulging in pre-function appetizers, aperitifs, & cocktails.
Women in PE and VC Portfolio Operations Lunch (invitation-only)
Thursday, June 26, 2025
1:00 pm – 2:00 pm
Venue: Silverado Resort
This interactive, closed-door lunch discussion will explore what it’s like being a woman in PE & VC portfolio operations.
Operating Partners Forum Napa Day 1 Networking Reception
Thursday, June 26, 2025
5:40 pm – 6:40 pm
Venue: Silverado Resort
Join your peers at the end of the first day to reconnect and debrief after a full day of valuable insights.
Operating Partners Forum Napa Deep Dive Breakfasts (operating partners only)
Friday, June 27, 2025
7:45 – 8:30 am
Venue: Silverado Resort
These breakfast deep dive discussions, designed solely for operating partners, will focus on key strategies in value creation and allow you to share your views and learn key insights from peers.
Digital and Tech Operating Partners Lunch Discussion (operating partners only)
Friday, June 27, 2025
1:10 – 2:00 pm
Venue: Silverado Resort
This closed-door deep dive lunch discussion solely for tech operating partners will focus on a strategic area in digital value creation to enhance value. Increase your connections and exchange ideas with tech leaders in value creation.
Think tanks
Put your heads together with other operating partners to examine niche areas of value creation. With crowd-sourced discussion topics, these peer-led sessions will provide personalized takeaways.
Interactive Working Groups
Hear how your peers are navigating specific value creation levers. These interactive discussions, facilitated by our expert speaking faculty, will provide a closer look at specific cross-functional topics.
Pre-Event Resources
For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
Connect with the largest community of operating partners on the West Coast
The Operating Partners forums and events are the most efficient and effective way to connect directly with private equity operating partners and value creation experts.
To learn more about ways to create a customized program that maximizes your desired impact and to engage with PEI’s operating partners community, please contact Lawrence Dvorchik by email Lawrence.d@pei.group or call +1 646 545 4429.
DIGITAL & TECHNOLOGY VALUE CREATION
Unlock the next frontier in digital value creation
The Operating Partners Forum Napa agenda includes an entire technology track running across both days of the event. Join a leading community of operating partners to discuss and debate strategies to deliver value through technology in today’s rapidly changing world.
The Forum welcomes an elite crowd of tech value creators in PE and VC portfolio operations for deep dive discussions on tech transformations and innovative initiatives. Get a firm grasp on how you can impact returns in your role with the largest assembly of digital operating partners in an environment designed to encourage open conversations.
“As a serial CTO turned Operating Partner, I really enjoyed meeting and hearing from my peers who have had a similar career journey.”
David Rowley
Technology Operating Partner, Diversis Capital
Carve your niche in technology operations
Hear first-hand perspectives on how to further develop your operational skill set.
Learn key technology strategies to create value
Find the right tools and knowledge to deliver successful cross-portfolio initiatives.
Network with top PE
and VC tech value creators
Meet with the largest community of technology operational experts all in one place
Agenda highlights
- Digital & Technology Operating Partners Lunch Discussion (for operating partners only)
- Building a framework for AI: leveraging AI to optimize your processes and deliver value
- Establishing an advanced data governance framework
- What makes a great tech and digital operating partner in today’s world?
- Accelerating tech value creation roadmaps with your management teams
- Product innovation: roadmaps and strategies for execution
- Cybersecurity: dos and don’ts in the current landscape
- Tech due diligence done right
- Leveraging Cloud optimization as a key value creation element
- And much more…