An Informal Board of Directors for CFOs

A structured, confidential peer experience where CFOs work through real business challenges and leave with clearer direction.

Take the CFO Assessment

Attend a Session as a Guest

For finance leaders who want:

• Better decisions made with confidence
• Perspective from experienced peers
• A confidential room to think clearly
• A structured process, not casual networking

Prefer to start with an in-person setting? View upcoming workshops

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. *

A Working Session for CFOs, Not a Networking Group

CFO Circle is a facilitator-led experience where finance leaders work through real issues together in a structured and confidential setting. 

Work Through Real Challenges

Bring real issues and work through them with a disciplined approach.

Gain Perspective

Hear how others have approached similar decisions.
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Leave with Clarity

Walk away with clearer thinking and practical next steps.

A Clear Path to Get Started

Take the Assessment

Benchmark and identify your effectiveness on 8 Key Drivers of CFO Success.

Attend a Workshop

Translate your results into clear priorities and define actionable initiatives.​

Experience the Group

Engage with peers to work through challenges and stay accountable to priorities.

Track Your Results

Track your initiatives across the 8 Key Drivers and maintain execution focus using our proprietary online portal.

​The real value comes from discussing challenges openly with peers who truly understand. The collective wisdom is unmatched. *

Start with the Assessment

The assessment takes about 15 minutes and provides a clear view of your effectiveness across 8 Key Drivers of CFO Success.

Take the CFO Assessment

Or attend a session as a guest

​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. *

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. Please check with the Chapter Director in the market you are in for their policy.​

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. Please check with the Chapter Director in your market for membership fees.

* Net Promoter Score℠ of 75—based on our most anonymous member survey, where all quotes were collected.
Net Promoter®, NPS®, and Net Promoter Score℠ are trademarks of Bain & Company, Fred Reichheld, and Satmetrix.