Where CFOs Solve What Matters Most

At the CFO Circle, we bring together senior finance leaders in professionally facilitated peer groups designed to deliver perspective, practical insight, and real-time accountability. These confidential forums help you tackle your most complex business, career, and personal challenges—whether you're driving strategic growth, navigating succession, preparing for capital events, or seeking balance while managing burnout and rising expectations.
Picture
The format and content are top-notch. The structure fosters impactful conversations, and the group is filled with experienced CFOs who are generous with their insights. *
* Net Promoter Score of 75—based on our 2025 anonymous member survey, where all quotes were also collected.

Perspectives from Trusted Peers

Test Strategies with Peers

Get timely, candid feedback from peers who understand the stakes. Avoid costly missteps with honest insight from executives who’ve faced similar challenges.​​ 

Build Key Relationships

The depth of conversation, shared experiences, and mutual respect in these groups often leads to enduring bonds that go far beyond business.

Real-World Experience

Advice is most valuable from people who’ve been there. Access to peers who share what’s worked—and what hasn’t—without pretending to have all the answers.

Set Clear Direction

Who helps you stay aligned with your goals and holds you consistently accountable? Peer groups provide that clarity and focus on what truly matters.

See into Your Blind Spot

Even the best leaders miss things. Your group becomes a mirror, helping you see what you might overlook and offering perspectives that open new paths forward.

Help Others’ Succeed

Members often find that offering insight, support, and challenge strengthens their own leadership while deepening connections and shared purpose.​
Picture
​​My group has been incredibly rewarding. I’ve realized I’m not alone— so many of us are navigating the same challenges. *
* Net Promoter Score of 75—based on our 2025 anonymous member survey, where all quotes were also collected.

​Who Should Participate?

CFO Circles are built for senior finance leaders with decision-making authority. Groups are carefully curated across non-competing industries to foster open, honest discussion. What matters most is that participants bring both the aptitude and appetite for growth.

It's About You

Some challenges are too personal—or too complex—for your family, team, or board. CFO Circles gives you a trusted space to unpack tough decisions with experienced peers who’ve lived it.

​What Makes Us Unique​

Every session is professionally guided to ensure balanced participation and focus. Members share real experiences—leading to deeper insight and more meaningful outcomes.

Who's in the Room

Each group is built to bring diverse finance executive perspectives together— free of competitors, rich in relevance, grounded in trust, and focused on real challenges and meaningful solutions.
Picture
​The real value comes from discussing challenges openly with peers who truly understand. The collective wisdom is unmatched. *
* Net Promoter Score of 75—based on our 2025 anonymous member survey, where all quotes were also collected.

How it Works

CFO Circles provide a confidential environment for discussing sensitive issues — both business and personal. Participants obtain new and innovative ideas on everything from marketing strategy and financial issues to dealing with difficult personnel problems and succession planning. What’s more, groups also spark accountability and strong bonds among members where they feel committed to each others' success.

​Peer-Executive Networks
You’ll form lasting relationships with fellow finance leaders who understand your challenges—all in a confidential setting. With a skilled facilitator guiding the process, members grow together—personally and professionally.

Structured Sessions
You’ll gain space to think strategically. Stepping away from daily demands helps you find clarity, shift perspective, and focus on what truly moves your business forward—all while working alongside peers who challenge and support you.

Proven Insights
You’ll gain insights grounded in real-world experience—not recycled theories. When peers share what actually worked (or didn’t) in their own businesses, the lessons hit home—resonating more deeply and often sparking the next right move.

Experienced Facilitation
You’ll be supported—and challenged—by expert facilitation and mutual accountability. In a room of trusted peers who expect your best, you’ll stay focused, follow through, and build lasting momentum—both professionally and personally.
Picture
​​​​What I appreciate most is the transparency and willingness to share. Every issue discussed has some relevance to my business—it's like having a personal advisory board. *
* Net Promoter Score of 75—based on our 2025 anonymous member survey, where all quotes were also collected.

Frequently Asked Questions

who may join?
CFO Circles are designed for senior finance leaders and chief financial officers who hold decision-making authority in their organizations. What matters most is a willingness to share openly, engage candidly, and support peers in a confidential environment.
how to join?
Start with a brief conversation to confirm fit and ensure you’re placed in a non-competing group. Qualified candidates are then invited to attend an Experience Session before making a membership decision.
Who will be in my group?
Each Circle is carefully curated to include experienced CFOs and finance executives from diverse industries. Groups are intentionally built without direct competitors to encourage trust, transparency, and relevant discussion.
is the time commitment substantial?
No. In fact, members often say the time they spend each month in a CFO Circle save them far more time elsewhere. By focusing on the right strategic issues, learning from proven practices, and cutting through noise quickly, the return on time is both immediate and lasting.​
how often will my group meet?
Most groups meet once a month for a three-hour session. This cadence provides enough time to dig into meaningful issues while allowing you to apply insights between meetings. Additional learning opportunities and events may also be available.
how do i get a return on my investment?
The ROI comes from applying real-world insight from seasoned peers. Members report avoiding costly missteps, accelerating strategic initiatives, and building lasting professional relationships that continue to deliver value long after each meeting.
what do participants actually talk about?
Discussions focus on the challenges that matter most to CFOs: strategic growth, capital structure, succession planning, leadership development, risk management, navigating board expectations, and even personal balance in high-pressure roles.
Is sponsorship required?
Participation in a CFO Circle may require sponsorship. If you haven’t been referred by one, we may be able to secure a seat through an existing sponsor—or help you explore whether a company or organization you work with would be interested in launching a group for their key clients, members, or partners.​
What type of organizations sponsor groups?
Sponsors include B2B companies, professional, industry, and trade associations, and non-profits — organizations seeking to add value, deepen relationships, and stand out with innovative offerings
What is my investment in a CFO leadership circle?
Membership in the CFO Circle is more accessible than most traditional peer forums, with a current monthly fee of $500, offering ​exceptional value—delivering strategic insight, peer accountability, and leadership growth at a fraction of the cost of traditional forums.
Picture
​The real value comes from discussing challenges openly with peers who truly understand. The collective wisdom is unmatched. *
* Net Promoter Score of 75—based on our 2025 anonymous member survey, where all quotes were also collected.
Picture