Stress-Test Ideas

Get candid feedback from peers who understand the stakes, helping refine decisions and avoid costly missteps.

Real-World Insight

Gain perspective from peers who have been there, sharing what worked, what did not, and lessons learned today.

Reveal Blind Spots

Your peer group acts as a mirror revealing overlooked risks, assumptions, and opportunities shaping decisions.

Set Clear Direction

Maintain alignment on priorities through peer accountability that sharpens focus, clarity, follow through, and execution.
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​​My group has been incredibly rewarding. I’ve realized I’m not alone— so many of us are navigating the same challenges. *
Stress-Test Ideas
Get candid feedback from peers who understand the stakes, helping refine decisions and avoid costly missteps.
Dallas
Houston
Raleigh-Durham
Charlotte

C-Circle

Sponsored by:
Paul Wirth
​Orange County, CA
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CFO Circle 1

Sponsored by:
Paul Wirth
​Orange County, CA
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CFO Circle 2

Sponsored by:
Paul Wirth
Orange County, CA
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CFO Circle

Sponsored by:
Joanna Tan
Metro San Diego

CFO Circle

Sponsored by:

TBD

Joanna Tan
North Diego County, CA

CFO Circle

Sponsored by:

TBD

Mike Wolfgang
Portland OR

CFO Circle

Sponsored by:

TBD

Mike Wolfgang
Bellingham, WA
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Thank You to Our Speakers

​We’re grateful to the guest speakers who join our peer groups, adding fresh ideas and experiences that make our conversations richer and more impactful. Click each logo to meet our distinguished speakers.

Stress-Test Ideas

Get candid feedback from peers who understand the stakes, helping refine decisions and avoid costly missteps.

Real-World Insight

Gain perspective from peers who have been there, sharing what worked, what did not, and lessons learned today.

Reveal Blind Spots

Your peer group acts as a mirror revealing overlooked risks, assumptions, and opportunities shaping decisions.

Set Clear Direction

Maintain alignment on priorities through peer accountability that sharpens focus, clarity, follow through, and execution.

Peer Advisory Forums

Confidential, facilitator-led peer discussions that help CFOs solve their most challenging issues by pressure-testing decisions and gaining trusted, experience-based perspective.

Subject Matter Insights

Curated, CFO-focused education from vetted experts that helps finance leaders better understand complex, timely issues shaping decisions across their organizations today.

CFO Success Drivers

An embedded workshop series that helps CFOs become more effective leaders by strengthening performance, influence, and execution across eight clearly defined success drivers.

How Companies Scale

A virtual series of live workshops that helps CFOs support organizational execution and scalable growth by aligning strategy, financial discipline, and leadership accountability.

Help Others’ Succeed

Members often find that offering insight, support, and challenge strengthens their own leadership while deepening connections and shared purpose.​

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.

CFO Circle 1

October 8, 2025
Sponsor:
Host: CNM LLP
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CFO Circle 1

November 12, 2025
Sponsor:
Host: Hardesty LLC
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CFO Circle 1

December 10, 2025
Sponsor:
Host: HUB International
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CFO Circle 1

January 14, 2026
Sponsor:
Host: Wells Fargo Bank
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Engagement

- Monthly chapter sessions (facilitated peer advisory)
- Topical workshops and private roundtables
- Invite-only experience events and guest sessions
- Selective content collaborations

Member Profile

- Chief Financial Officers and senior finance executives
- Diverse industries; mid-market to growth enterprises
- Focus on strategy, capital, operations, team, and leadership
- Open to authentic, mutually beneficial partnerships

Why Sponsor CFO Circle?

​Are you working to attract and retain key clients—or looking for ways to truly stand out in a crowded marketplace? 
​​At CFO Circle, we create meaningful opportunities for organizations to stay top-of-mind with the leaders who matter most. By sponsoring our curated peer advisory groups, you position your brand as a trusted partner in your clients’ professional growth. It’s more than visibility—it’s alignment with the values, conversations, and relationships that drive long-term loyalty.
Data backs up that loyalty programs drive results:

95%

Revenue jump with 5% client retention improvement

80%

Closing ratio when referred by another client​

67%

Spend increase by average clients in months 31-36​

6-7x​

Cost to acquire new client versus retain existing client

68%

Of clients leave due to perceived indifference​

50%​

Customer attrition rate after 2 to 5 years
* Research conducted by Bain & Company, Inc., Harvard Business Review, Deloitte & The White House Office of Consumer Affairs ​
"The best way to differentiate yourself from your competition is to
​show your clients that you truly care about their success".​
​"When a company focuses on loyalty, it makes customers’ lives so much better that they keep coming back, and they bring their friends".
​Rob Markey, Harvard Business Review

Happy Members!

​​Confidential 

Peervisors is a network of people you ​can count on. It’s a very comfortable and confidential atmosphere, which is good for both personal and organizational growth."
​- Tim M.

​New Horizons

​​i can't thank you enough for putting this group together and showing us how to get down to the nitty-gritty quickly!" ​
- Chez W.
​

Judgement Free 

​​No one judges me on my ideas or opinions because we're sharing experiences about what we’ve done in the past. As result, i get a lot of honest, truthful feedback.” 
- Danny H.
We hosted over 20 peer advisory groups across a multi-state, $4 billion business banking platform. We used skilled outside facilitators like Paul Wirth to organize and maximize these groups.  It created incredibly strong relationships with our current clients, and we added many new clients annually as a result of sponsoring these groups. CEO Axxess and its CEO, Paul Wirth see the value of these peer advisory groups and can seamlessly create and manage peer advisory groups for your organization”.
The CEO Axxess program was a fit for current clients as well as prospective clients and set us apart from our competition. We generated new business without having to ask for it.
John Bulman, Regional VP Wells Fargo
We hosted a peer advisory group for companies whose products and services were in alignment with our organization's mission. We were introduced to new, high caliber business leaders who became valued financial supporters and advocates of our organization. CEO Axxess organized everything.
Cheryl Meronk
President & CEO
​Council on Aging Southern California
Our CEO groups created incredibly strong relationships with our current clients, and we added many new clients annually as a result of sponsoring these groups. CEO Axxess see the value of these peer advisory groups and can seamlessly create and manage peer advisory groups for your organization.
Scott Page, CEO
Central Bank & Trust
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