Webinar
April 17, 2025
3:00 PM EDT
KPIs for PE-backed companies: Key metrics, systems and processes that drive growth
Register for this Webinar
About the Event
If you’re in a PE-backed company, you’re not just managing finance—you’re building a machine that drives valuation, accelerates growth, and withstands relentless reporting demands.
In this session, Chad Wonderling, CFO at Zone & Co, and Paul Morgis, Director of Management Consulting at RSM, dive deep into the critical metrics PE-backed companies need to monitor for sustainable growth. Learn how the right systems and processes can rapidly impact these metrics, transforming your finance operations into a strategic advantage.
You’re not here to chase vanity metrics. You’re here to drive growth and win. Let’s show you how.
What to expect
During this webinar, Chad and Paul discuss:
- The essential KPIs to track when valuation, margins, and cash flow are on the line
- How to eliminate manual work and reporting delays that frustrate PE partners
- The hidden costs of QTC inefficiencies and their impact on margins and exit timelines
- How automation and clean data can elevate your finance team into a strategic asset
Speakers
Chad Wonderling is the Chief Financial Officer at Zone & Co and is responsible for all of the company's financial functions including accounting, tax, treasury, financial planning, analysis, and operations. Before Zone, he spent nearly six years at Salesloft serving in multiple finance leadership roles, but most notably as the Chief Accounting Officer.
Paul Morgis is the Director of Management Consulting at RSM. He brings expertise in financial analysis, process improvement, and automation, with a focus on using data and financial statements to drive performance. Paul works closely with finance teams to align KPIs with strategic goals—particularly in PE-backed software companies navigating growth—and emphasizes strong process governance and controls throughout.
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Webinar
KPIs for PE-backed companies: Key metrics, systems and processes that drive growth
About the Event
If you’re in a PE-backed company, you’re not just managing finance—you’re building a machine that drives valuation, accelerates growth, and withstands relentless reporting demands.
In this session, Chad Wonderling, CFO at Zone & Co, and Paul Morgis, Director of Management Consulting at RSM, dive deep into the critical metrics PE-backed companies need to monitor for sustainable growth. Learn how the right systems and processes can rapidly impact these metrics, transforming your finance operations into a strategic advantage.
You’re not here to chase vanity metrics. You’re here to drive growth and win. Let’s show you how.
What to expect
During this webinar, Chad and Paul discuss:
- The essential KPIs to track when valuation, margins, and cash flow are on the line
- How to eliminate manual work and reporting delays that frustrate PE partners
- The hidden costs of QTC inefficiencies and their impact on margins and exit timelines
- How automation and clean data can elevate your finance team into a strategic asset
Speakers
Chad Wonderling is the Chief Financial Officer at Zone & Co and is responsible for all of the company's financial functions including accounting, tax, treasury, financial planning, analysis, and operations. Before Zone, he spent nearly six years at Salesloft serving in multiple finance leadership roles, but most notably as the Chief Accounting Officer.
Paul Morgis is the Director of Management Consulting at RSM. He brings expertise in financial analysis, process improvement, and automation, with a focus on using data and financial statements to drive performance. Paul works closely with finance teams to align KPIs with strategic goals—particularly in PE-backed software companies navigating growth—and emphasizes strong process governance and controls throughout.