The 2027 AFP FP&A Forum Portfolio Pass
March 22-27, 2027 | New Orleans
The AFP FP&A Forum Portfolio Pass brings your teams together for practical education, targeted technology conversations and structured collaboration centered on the priorities driving portfolio performance.
Through a coordinated experience before, during and after Forum, participants can identify shared needs, compare approaches and return with practical ideas that support the value-creation plan.
TALK WITH AFP ABOUT THE PORTFOLIO PASS
Turn Individual Learning Into Portfolio-Wide Value
Sending several portfolio-company professionals to the same event creates access to valuable content. The Portfolio Pass helps connect that learning around your firm’s priorities.
Participating teams will have dedicated time to:
- Align on shared challenges and value-creation priorities.
- Explore practical approaches to planning, forecasting, reporting and performance management.
- Evaluate relevant technology and solution providers.
- Compare takeaways across portfolio companies.
- Identify ideas that can be adapted, scaled or shared across the portfolio.
A Coordinated Experience for Your Firm and Portfolio Companies
Align Before Forum Begins
Bring participating portfolio-company Finance and FP&A teams together before the main Forum program to establish priorities and make the most of the experience.
Compare Insights While They Are Fresh
Reconnect midway through Forum to compare what teams are hearing, identify recurring themes and sharpen the questions participants want to explore next.
Meet Relevant Solution Providers
AFP will coordinate private meetings with selected solution providers based on the priorities and needs identified by your firm and participating portfolio companies.
Turn Learning into Next Steps
Close the experience by bringing the group back together to synthesize insights and determine what should happen next.
Understand the Needs Across Your Portfolio With a Portfolio-Company Benchmark Survey
Before Forum, participating Finance and FP&A teams will complete a benchmark survey designed to surface common priorities, challenges and capability needs across the portfolio.
Portfolio Pass Benefits
Participating PE firms receive:
- $400 off standard registration rates for each eligible attendee connected to the same PE firm.
- Dedicated meeting space for PE and portfolio-company teams.
- A pre-Forum planning session with lunch.
- A private Tuesday lunch for participating teams.
- Prearranged meetings with relevant solution providers.
- A facilitated post-Forum debrief.
- A portfolio-company benchmark survey.
- Access to the complete AFP FP&A Forum experience.
Who Should Participate?
The Portfolio Pass is designed for PE operating partners and Finance and FP&A leaders from participating portfolio companies, including:
- CFOs
- Heads of Finance
- Finance and FP&A directors
- Finance transformation leaders
- Finance technology and systems leaders
- Planning, forecasting and analytics leaders