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Session archives
2025
Private equity is reshaping the accounting profession—impacting far more than just the firms involved in deals. From staffing and succession planning to technology strategy and growth models, firms across the profession are adjusting to a new reality that’s shifting by the day. As PE firms gain a deeper understanding of the accounting landscape—and vice versa—the ripple effects are only expanding.

The PE Update VIRTUAL SUMMIT, presented by Accounting Today, is a half-day event designed to help firm leaders stay informed and prepared. Dive into the latest trends in private equity investment, evolving deal structures, and the strategic implications of recent transactions—including the first wave of “turns” as initial investors begin to sell their stakes. This event will offer actionable insights to help you navigate this complex and fast-moving space, whether you’re PE-backed, considering a deal, or just feeling the industry-wide impact.
General Sessions
Opening Remarks & What PE Wants Now (and What They'll Want Next)

Just when you think you understand what private equity firms are looking for from accounting firms,

July 21
If PE Isn't for You: How to Remain Independent

Accounting firms that don't partner with private equity still need to find solutions to issues like access to capital

July 22
What's the Future of PE in Accounting? [Plus Closing Remarks]

The relationship between private equity and accounting has evolved significantly even in the relatively short time it has existed

July 22