Attend a CFO Circle Session as a Guest

Sit in on a live session and experience how CFOs work through real business challenges together.

Request to Attend

What You’ll Experience

CFO Circle sessions are structured, facilitator-led meetings where finance leaders bring real issues to the table and work through them together.

  • Real challenges brought forward by members
  • Structured discussion guided by an experienced facilitator
  • Perspective from CFOs facing similar levels of complexity
  • Clear takeaways and next steps

What This Is (and What It Is Not)

CFO Circle is designed to be a focused, working environment.

  • CFO-only environment
  • Confidential discussions
  • No selling or vendor participation
  • Facilitated to ensure productive outcomes

This is not a networking event. It is a disciplined process for better decision-making.

Who This Is For

  • CFOs and senior finance leaders
  • Companies typically between $20M and $300M in revenue
  • Leaders navigating growth, complexity, or transition
  • Those open to sharing and learning from peers

The In-Person Experience

Sessions are held in a professional setting designed to support focused discussion and meaningful interaction.

  • Small group format (typically 8–12 CFOs)
  • Structured agenda and facilitated flow
  • Time dedicated to member issues and discussion

A Note on Participation

To maintain the quality of the group, we ask that all guests:

  • Arrive prepared to engage in discussion
  • Respect confidentiality
  • Be open to sharing relevant experiences

Each request is reviewed to ensure alignment with the group.

Request to Attend a Session

Complete the form below and we will follow up with available sessions and next steps.

[Insert your form here]

Prefer to Start with the Assessment?

You can begin by taking the CFO Assessment to evaluate your effectiveness across the 8 Key Drivers.

Take the CFO Assessment
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