Join RubinBrown for an interactive webinar led by Ryan Orton, Partner, AI & Data Transformation, and Jeff Sackman, Partner-In-Charge, Private Equity Services Group, focusing on “AI for Private Equity Value Creation.”

A small number of portfolio companies are turning AI into measurable EBITDA, and there is a pattern to what they do differently. This session examines what separates PE-backed companies getting real results from AI from those that are not. Ryan and Jeff will share a practical framework covering how to identify the right value levers before selecting any technology, why organizational readiness determines AI outcomes more than tool selection, and which AI application categories are producing returns in PE-backed environments today. Attendees will leave with three specific actions they can take immediately to assess or accelerate AI-driven value creation in their portfolio.

This session is recommended for private equity partners, operating partners, portfolio company executives, and deal professionals seeking practical frameworks for AI-driven value creation across their portfolio.

Upon completion of this session, participants will be able to:

• Identify value creation levers in portfolio companies that are best suited for AI application prior to evaluating any technology solution.
• Assess organizational readiness factors that determine whether an AI initiative will succeed or stall in a PE-backed operating environment.
• Distinguish between AI application categories generating proven returns in PE portfolios and those that are not yet delivering measurable value.
• Apply a three-part Monday morning framework for evaluating or accelerating AI-driven value creation initiatives across a portfolio.
• Evaluate their portfolio’s current AI readiness and prioritize which companies and workstreams to address first.

Ryan Orton, Partner, AI & Data Transformation at RubinBrown, brings more than 20 years of experience helping organizations embed data and artificial intelligence into finance, operations, and customer-facing processes. He teaches technology strategy in the Executive programs at UC Berkeley and Wharton, and has led large-scale AI and data transformations. At RubinBrown, Ryan helps clients unlock growth and operational efficiency across the three pillars of successful AI transformation: data readiness, workstream redesign, and organizational change, all rooted in RubinBrown's "Be Your Best for Others" culture of quality, integrity, and client-focused service.

Jeff Sackman, CPA, CGMA, is Partner-In-Charge of RubinBrown’s Private Equity Services Group, which works alongside private equity sponsors and their portfolio companies across the full investment lifecycle – from diligence through post-close execution and value realization. The practice supports private equity firms with transaction diligence, value creation advisory, and post-close compliance support by combining a practical understanding of private equity operating environments with a consistent focus on quality, timeliness, and disciplined execution. Jeff has been involved in more than 300 transactions with an aggregate deal value in excess of $6.0 billion, and specializes in transaction advisory, net working capital true-ups, purchase price accounting, and post-closing consulting. He is a member of the Association for Corporate Growth and serves on the board of the St. Louis ACG Chapter.

Continuing Education

CPE Credit: 1.0
Field of Study: Information Technology
Delivery Method: Group Internet-Based
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Price: No Fee
 

In order to be awarded the full credits, you must be present for 50 minutes of each credit hour and respond to at least 75% of the polling questions asked during the program. For more information regarding concerns and/or program cancellation policies, please contact Kalyn Harris at events@rubinbrown.com or call 1.888.591.3140. RubinBrown is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Published: 5/7/2026

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Published: 06/03/2026

_{^{Readers should not act upon information presented without individual professional consultation.}}

_{^{Any federal tax advice contained in this communication (including any attachments): (i) is intended for your use only; (ii) is based on the accuracy and completeness of the facts you have provided us; and (iii) may not be relied upon to avoid penalties.}}