Why Sponsor CFO Circle?

Access to Decision-Makers

Build relationships with experienced CFOs by engaging them at chapter meetings, workshops, and invite-only events.

Thought Leadership

Contribute practical insights via curated content, panels, or workshops—never salesy, always aligned to CFO priorities.

Brand Alignment

Position your firm alongside leadership development, trusted peer exchange, and strategic outcomes.

Sponsor Outcomes

We position your company as a strategic partner within your market by professionally facilitating peer advisory groups consisting of your key prospects and clients.​
✔ Acquire New Clients
✔​ Increase Referrals  
✔ Enhance Client Loyalty
​✔ Enrich Brand Awareness
✔ Improve Profitability
✔ Reduce Price Objections
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This program transformed our vision into reality—creating a vibrant, high-impact peer group program we simply couldn’t build on our own.
          — Allan Siposs, Chapter President, Association for Corporate Growth (ACG)​

Who You'll Reach

​CFO Circle members are senior finance leaders with decision-making authority. Chapters are built to foster trusted, open dialogue—free of direct competitors and rich in relevance.
Member Profile
  • Chief Financial Officers and senior finance executives
  • Diverse industries; mid-market to growth enterprises
  • Focus on strategy, capital, ops, team, and leadership
  • Open to authentic, mutually beneficial partnerships
Engagement Opportunities
  • Monthly chapter sessions (facilitated peer advisory)
  • Topical workshops and private roundtables
  • Invite-only experience events and guest sessions
  • Selective content collaborations
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We were introduced to new, high caliber business leaders who became valued financial supporters and advocates of our organization.
​- Cheryl Meronk, President & CEO, Council on Aging

What Are Peer Advisory Groups?

Peer advisory groups offer a dynamic, confidential platform for leaders to collaborate on their most pressing challenges in business, career, and life.
Validate
​​Test ideas before they hit the market.
Connect
​Forge lasting relationships.
Learn
​Gain experienced-based advice.
Commit
Set clear goals with real accountability.
Reveal
​​See into blind spots and mitigate risk.
Support
​Help others succeed.
Nothing sets your brand apart more than sponsoring a group of your most valued clients and prospects—deepening loyalty and positioning you as an essential partner in their success.

Working Together

We partner with for-profit companies to create raving fans; with industry & trade associations to deliver measurable member value; and with non-profits to cultivate advocates aligned with mission and impact. Our turn-key option helps you create loyal clients for life.
For-Profit Firms
​​Align content and engagement to business development goals.
Associations
​​Deliver a meaningful, retention-boosting peer solution for members.
Non-Profits
​​Mobilize business leaders as advocates for your mission.
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This program created incredibly strong relationships with our current clients, and we added many new clients annually as a result.
— Scott Page, CEO, Central Bank and Trust

Putting it Together

​Designed to support your business development campaign, our five-step model turns peer engagement into a powerful engine for relationship-building and new client acquisition.

Plan

Establish a target member profile that fits your business development plan.

Communicate

Invite and filter member prospects to improve overall client acquisition goals.​​

Coordinate

Set meeting cadence, code of conduct, confidentiality, and logistics.​

Facilitate

Use trained facilitators and a proven peer-learning method.​

Feedback

Provide actionable client feedback to grow market share.​​
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The program was a perfect fit for both current and prospective clients, and it truly set us apart from the competition."
— John Bulman, Regional Vice President, Wells Fargo

Sponsor FAQs

We align your firm with local chapters of senior finance leaders and engage through workshops, panels, and invite-only roundtables—always practical, never salesy.

  • Positioned as a strategic partner, not a vendor
  • Curated introductions and facilitator-led discussions
  • Confidential, competitor-free peer settings

Chief Financial Officers and senior finance executives across diverse industries (mid-market to growth enterprises) with decision-making authority.

  • Focus on strategy, capital, operations, team, and leadership
  • High-trust chapters designed to avoid direct competitors
  • Monthly chapter sessions (facilitated peer advisory)
  • Topical workshops and private roundtables
  • Invite-only experiences and selective content collaborations
  • Qualified introductions and meetings set
  • Referrals and pipeline influenced
  • Attendance, content engagement, and member feedback

Sponsors are selected to avoid direct competitors. Geography/category exclusivity can be scoped based on market and package.

A typical engagement is 12 months, with investment tailored to your market and group size.

Educational and practical—aligned to CFO priorities, not a sales pitch. Think frameworks, benchmarks, decision workflows, and case learnings.

Let's Get Started Today

The introductory meeting is designed to clarify your unique goals and how CFO Circle can help you reach the right CFOs credibly and consistently.​
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