New York Chapter of the Private Equity CFO Association

What New York Chapter of the Private Equity CFO Association does

The New York Chapter of the Private Equity CFO Association is one of nine regional chapters of PECFOA, a nonprofit professional membership association founded in 2001 by Citizens Financial Group. The New York Chapter was founded in 2002 and is the largest chapter in the organization, serving senior-level financial executives (CFOs and equivalent) of private equity firms across buy-out, venture, credit, infrastructure, secondaries, fund of funds, family offices, and real estate strategies. The chapter meets regularly in New York City, with select functions held in Westchester, New Jersey, and other surrounding areas.

PECFOA's core offering is membership-based peer networking and professional development rather than a software product or technology platform. Supporting services include educational meetings and webcasts (some offering CPE credit), a members-only bulletin board, an Industry Insights content library populated by Citizens Financial Group's expert network, and exclusive Advisory Board events (such as the annual NY Chapter Wine Tasting at The Penn Club). There is no proprietary technology underlying these offerings.

The organization generates revenue through recurring membership dues, though dues pricing is not publicly disclosed and prospective members must apply and be approved. The association is materially subsidized by Citizens Financial Group, which serves as the sole corporate sponsor, supplies the National Executive Director, and has supported PECFOA for over 25 years. PECFOA is governed by Massachusetts law, structured as an association rather than a commercial entity, and operates on a community-led go-to-market model with nine US chapters (Boston, New York, Philadelphia, Washington D.C./Baltimore, Midwest, San Francisco/Palo Alto, Dallas/Fort Worth, Houston, Los Angeles) collectively representing over 1,600-1,700 members.

Name

New York Chapter of the Private Equity CFO Association

Legal name

Private Equity CFO Association

Website

https://privateequitycfo.org

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

The New York Chapter of the Private Equity CFO Association, founded in 2002, is the largest chapter of PECFOA, a nonprofit membership association serving over 1,600 senior private equity financial executives across nine US chapters through peer networking, educational programming, and industry events.

Ownership category

akta.pro rank

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Membership Dues: Revenue is generated through membership fees from senior level financial executives of private equity firms. Members include buy-out, venture, credit strategies, infrastructure, secondaries, fund of funds, family offices, and real estate professionals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The New York Chapter of the Private Equity CFO Association (PECFOA) is a regional chapter of a nonprofit professional membership association that provides senior-level financial executives at private equity firms with peer-to-peer networking, educational meetings, social events, and thought leadership content. The New York Chapter, founded in 2002, is the largest of nine regional chapters and meets regularly in New York City with select functions in Westchester, New Jersey, and surrounding areas.

Product overview

The Private Equity CFO Association (PECFOA) is a thought-leadership and networking organization, not a software product company. The core offering is a membership program comprising nine regional chapters (including the New York Chapter, the largest) that provide peer-to-peer networking, educational meetings, and social events for senior private equity CFOs. Supporting offerings include the Members Only Bulletin Board for member communications, Industry Insights content via Citizens expert network, educational webcasts and programs with CPE credits, and Advisory Board events including wine tastings.

Differentiator

Problem solved

Functional benefit

Products and services

• PECFOA Membership Program A membership program for senior-level financial executives of private equity firms, buy-out, venture, credit strategies, infrastructure, secondaries, fund of funds, family offices, and real estate organizations, providing peer-to-peer networking and professional development opportunities.
• Local Chapters Network Nine regional chapters across the United States (Boston, Dallas/Fort Worth, Houston, Los Angeles, Midwest, New York, Philadelphia, San Francisco/Palo Alto, Washington D.C./Baltimore) enabling local in-person networking, educational meetings, and social events for members.
• New York Chapter The largest chapter in the organization, founded in 2002, meeting regularly in New York City with select functions in Westchester, New Jersey, and surrounding areas.
• Members Only Bulletin Board An exclusive online resource available to verified members containing industry-specific information, discussions, and member communications.
• Industry Insights Content Thought leadership content including articles on treasury, cybersecurity, risk management, payment trends, and business financing provided through Citizens network of industry experts.
• Educational Meetings and Webcasts Virtual programs and in-person educational events featuring prominent guest speakers on topics relevant to private equity CFOs, with CPE credit offered when applicable.
• Advisory Board Events Exclusive networking events organized by local chapters, such as the annual Advisory Board Wine Tastings, providing access to industry experts and peer CFOs.

Quantifiable outcome

• Over 1,600 members nationwide
• +1 more outcomes

Named customers8 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves8 records

Expansion highlights4 records

Emerging players

• Turnaround Management Association (TMA): Global membership organization for corporate renewal, restructuring, and distressed investment professionals. Comparable as a finance professional community with chapter-based networking, overlapping with PE credit and distressed strategies.
• Family Office Exchange (FOX): Membership network for single-family offices and their advisors. Comparable as a curated membership community for senior financial decision-makers, with overlap in the family office segment of PECFOA's membership.
• Institutional Limited Partners Association (ILPA): A membership association for LPs in private equity and other private markets. Comparable as a curated industry association serving senior finance professionals in PE, with educational and best-practices content.

Broad incumbents

• CFA Institute: Global professional association for investment management professionals. Comparable as a membership body serving finance professionals with credentialing, education, and a member network, though broader in scope than PE CFOs.
• American Institute of CPAs (AICPA): The largest U.S. membership association for CPAs and finance professionals. Comparable as a large-scale professional association with membership dues, CPE programming, and peer communities, though much broader in scope than PE CFOs.
• American Investment Council (formerly PEGCC): The advocacy and industry association for the U.S. private equity industry. Comparable as a PE-focused membership organization, though primarily advocacy-oriented rather than CFO peer networking.

Direct peers

• National Association of Corporate Directors (NACD): A membership organization for corporate board directors. Comparable as a peer-network association for senior governance and oversight professionals with educational programming and chapter-based engagement.
• Association for Corporate Growth (ACG): A global network for middle-market deal-making professionals including PE, M&A, and corporate development executives. Highly comparable as a chapter-based membership organization focused on the PE/M&A ecosystem with networking events and educational content.
• Financial Executives International (FEI): A membership association for senior financial executives (CFOs, controllers, treasurers) across industries. Directly comparable as a peer community for finance leaders with chapter-based structure, educational programming, and peer networking.
• Private Equity Women Investor Network (PEWIN): A membership network for senior women in private equity. Directly comparable as a curated, peer-network-based organization serving senior PE professionals with events and educational programming.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/us-private-equity-cfo-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New York Chapter of the Private Equity CFO Association