Preview what you'll learn at the Forum
Develop new cross-functional initiatives to transform operations during this crucial time in the economic cycle at the Operating Partners Forum Napa.
With dedicated sessions focused on digital innovation and driving technology value creation, the Forum connects the West Coast's leading community of operating partners, private equity leaders, C-suite executives, suppliers, and resources.
This year's expanded agenda will cover the most prominent functional areas in value creation, with topics such as:
- 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…
Get the agenda:

Cross-functional content
Hear practical insights into key areas of value creation from top industry players. Exchange ideas and unpack specific pain points in interactive workshops and deep-dive think tanks.

Exclusive networking
Connect with a global community of cross-functional value creators across a variety of networking events, including winery tours, operating partner-only dinners, informal receptions, and more.

A look at the future
Delve into the digital side of value creation in a track designed for technology operating partners. Analyze the evolution of tech and how to leverage emerging trends to deliver portfolio optimization.