Webinar Recording | Driving Portfolio Operating Excellence through Financial and Performance Reporting

This webinar featuring Jonathan Balkin (Alpha Alternatives) and Arthy Kumar (Workiva) focuses on leveraging financial and performance reporting to enhance operational excellence for Private Equity firms’ portfolio companies (PortCos). Viewers will discover best practices for integrating financial and non-financial metrics, developing effective reporting frameworks, and utilizing technology for real-time data analysis. Join us to learn how to transform reporting into a key driver of strategic decision-making and sustainable growth for higher value exits.

Learning Objectives:

• Recognize the Role of Reporting: Understand how reporting systems contribute to operational and strategic success.
• Integrate Metrics: Learn to combine financial and non-financial metrics for a comprehensive performance view.
• Create Effective Monitoring Frameworks: Develop frameworks aligned with regulatory and business goals.
• Leverage Technology: Explore tools that streamline reporting and improve data accuracy.
• Analyze for Decisions: Use reporting data for informed strategic decision-making.

Speakers:

Jonathan Balkin

Senior Partner and Co-Founder, Alpha Alternatives