Annual Venture Capital & Private Equity Conference

Start time:
December 12, 2019 9:00 AM PST
6 hours
San Mateo Marriott
1770 S Amphlett Boulevard
San Mateo, CA 94402
Wendy O'Connor, Moss Adams, (214) 242-7504
Cost to attend:

Join guest speakers and industry professionals at our annual Venture Capital and Private Equity Conference to learn how audit, tax, and legal trends may be affecting your funds and portfolio.

This year, we’re excited to welcome back Pascal Finette, who will discuss how to capitalize on exponential technologies, such as blockchain, artificial intelligence, robotics, and DNA sequencing.

Additional topics we’ll cover include the following:

  • International trends and their influences
  • Tax and accounting standards updates
  • The Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS)
  • Legal updates affecting the industry
  • Cybersecurity before M&A

Agenda (click to open)

Conference schedule

  • 8:00 a.m.-9:00 a.m. | Check in and continental breakfast
  • 9:00 a.m.-3:00 p.m. | Conference (lunch will be provided)

It's a great opportunity to network, gain industry insight, and stay current on issues affecting your business. We look forward to seeing you there.


Registration Form


CPE Information

Program Level:
Taxes: 2
Specialized Knowledge and Application: 1.5
Accounting: .5
Business Law: .5
Information Technology: .5
Delivery Method:
Learning Objectives:

After completing this training, participants will be able to summarize international trends affecting portfolio companies; ask informed questions about FATCA and the Common Reporting Standard; and summarize key tax implications.



Target Audience:

CEOs and other C-level Executives; Controllers; Third Party Administrators

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Wendy O'Connor at (214) 242-7504 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Applicable Industries