Type
CFO Circle - North County
Sponsor
Insurance Offices of America - First Sponsor
Location
Metro San Diego, California
Date/Time
To be determined
Circle Director
Joanna Tan
Stay tuned—exciting details about our upcoming Experience Event are on the way!
CFO Circle — Metro San Diego is a confidential, invite-only peer advisory group for senior finance leaders who operate across south and central San Diego. Meet monthly with experienced CFO peers to pressure-test decisions, share real benchmarks, and navigate growth, working capital, and team challenges—without sales pitches. Sessions are professionally facilitated to deliver practical takeaways you can apply immediately:
  • Role: Chief Financial Officer or senior finance executive with company-wide financial oversight
  • Company Type: Actively operating business with complex financial needs and growth aspirations
  • Revenue: Annual revenue of $5 million or more
  • Team Size: 10 or more employees
This group is ideal for CFOs who live or work in the county of San Diego, CA and who play a key role in shaping company strategy, managing risk, and driving performance—and who value candid, high-level discussions with fellow finance leaders. Serving CFOs in  Bonsall, Cardiff-by-the-Sea, Carlsbad, Del Mar, Encinitas, Escondido, Fallbrook, Oceanside, Poway, Ramona, Rancho Santa Fe, San Marcos, Solana Beach, Valley Center, Vista and surrounding markets.
If interested, please contact:
Joanna Tan
(917) 770-0700
​[email protected]
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