Overview
Join Partner Eileen Overbaugh at MFA Ops: Treasury & Finance 2026. Eileen will moderate the panel, “Investor management and ODD: The finance role in maintaining accurate, controlled communications,” discussing key questions, including:
- How is the finance function’s role in ODD evolving as investor expectations and requirements change?
- With the proliferation of AI, what questions are investors now asking regarding its use, data governance, and security?
- How should firms balance investor-facing transparency with the need for finance-led data accuracy and control, especially as IR seeks broader system access?
- Core controls—cash flow, AML, and KYC: What do investors now expect, and how are firms demonstrating rigor?
- What CRM and investor management systems work best for managing capital activity, communications, reporting, and ODD workflows?