Joseph Walker Speaking at the FRA Private Equity Business Operations Forum

UNAPEN CEO will address the Private Equity Industry in New York City on October 18, 2005

Wallingford, CT: October 3, 2005—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—will be a speaker at The Private Equity Business Operations Forum on October 18, 2005 at The Harvard Club in NYC presented by Financial Research Associates, LLC. The discussion is entitled “Operational Risk: A Guide to Real Life Due Diligence”. See below for schedule and details.

3:34 PM, Tuesday, October 18, 2005
Operational Risk: A Guide to Real Life Due Diligence

Private equity deals depend on levels of disclosure and due diligence as substantial as those involved with merger and acquisitions activity. Over the past five years, the need to assess operational risk—how a company conducts its core business—has increased dramatically. Properly executed operational risk assessments can set the stage for more advantageous deal terms and better litigation risk management while removing subjectivity from the valuation process. This session will review:

Financial controls and the systems that enforce them—how spreadsheet sprawl can kill a company
Paper chase—the changing face of records retention, business continuity and document management
Beyond financials—measuring the health of revenue streams and appropriateness of expense allocations
Sales/practice management—what tools like CRM systems can tell you about how a company makes
(or loses) the sale





Home Press Room Archives	Events Joseph Walker Speaking at the FRA Private Equity Business Operations Forum UNAPEN CEO will address the Private Equity Industry in New York City on October 18, 2005 Wallingford, CT: October 3, 2005—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—will be a speaker at The Private Equity Business Operations Forum on October 18, 2005 at The Harvard Club in NYC presented by Financial Research Associates, LLC. The discussion is entitled “Operational Risk: A Guide to Real Life Due Diligence”. See below for schedule and details. Click here to read more 3:34 PM, Tuesday, October 18, 2005 Operational Risk: A Guide to Real Life Due Diligence Private equity deals depend on levels of disclosure and due diligence as substantial as those involved with merger and acquisitions activity. Over the past five years, the need to assess operational risk—how a company conducts its core business—has increased dramatically. Properly executed operational risk assessments can set the stage for more advantageous deal terms and better litigation risk management while removing subjectivity from the valuation process. This session will review: Financial controls and the systems that enforce them—how spreadsheet sprawl can kill a company Paper chase—the changing face of records retention, business continuity and document management Beyond financials—measuring the health of revenue streams and appropriateness of expense allocations Sales/practice management—what tools like CRM systems can tell you about how a company makes (or loses) the sale



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