CFO Circle Workshops, Events & Peer Exchanges

From interactive Experience Events to educational gatherings and peer discussions, CFO Circle events provide opportunities for CFOs to learn from one another and experience the power of a trusted community.

Connecting CFOs through education, peer exchange, and meaningful conversations that help finance leaders navigate today’s most important challenges.

Upcoming CFO Circle™ Events

Explore upcoming opportunities to experience CFO Circle through interactive workshops, educational gatherings, and peer discussions designed to help CFOs learn, connect, and exchange ideas.

LOS ANGELES

Experience CFO Circle™

August 11, 2026

To be provided upon registration.

An interactive workshop introducing CFOs to the 8 Key Drivers of CFO Success™ and the peer problem-solving approach used within CFO Circle.

Hosted by

RALEIGH-DURHAM

Experience CFO Circle™

August 25, 2026

305 Church at N. Hills St.,

Raleigh, NC 27609

An interactive workshop introducing CFOs to the 8 Key Drivers of CFO Success™ and the peer problem-solving approach used within CFO Circle.

Hosted by

INLAND EMPIRE

Experience CFO Circle™

August 27, 2026

To be provided upon registration.

An interactive workshop introducing CFOs to the 8 Key Drivers of CFO Success™ and the peer problem-solving approach used within CFO Circle.

Hosted by

SAN DIEGO

AI & Cyber-Security

September 1, 2026

To be provided 

A practical discussion exploring how AI is reshaping finance, risk management, and cybersecurity. Panelists will share insights on emerging threats, opportunities to leverage AI responsibly, and the strategic role CFOs play in protecting their organizations while enabling innovation.

Hosted by

ORANGE COUNTY

Experience CFO Circle™

September 29, 2026

To be provided 

An interactive workshop introducing CFOs to the 8 Key Drivers of CFO Success™ and the peer problem-solving approach used within CFO Circle.

Hosted by

BOSTON, MA

Experience CFO Circle™

October 20, 2026

To be provided 

An interactive workshop introducing CFOs to the 8 Key Drivers of CFO Success™ and the peer problem-solving approach used within CFO Circle.

Hosted by

To be announced.

PRINCETON, NJ

Experience CFO Circle™

October 27, 2026

To be provided 

An interactive workshop introducing CFOs to the 8 Key Drivers of CFO Success™ and the peer problem-solving approach used within CFO Circle.

Hosted by

To be announced.

Discover the CFO Circle™ Experience

CFO Circle™ events bring together finance leaders to explore relevant topics, exchange ideas, and experience the meaningful conversations that define our community.

Through interactive workshops, expert discussions, and peer conversations, CFOs gain practical insights and build relationships with leaders who understand the challenges of the role.

Gain Practical Insights

Explore ideas, strategies, and best practices that help CFOs address today’s most important finance and leadership challenges.

Learn From Other CFOs

Hear how experienced finance leaders are approaching similar challenges, opportunities, and decisions within their organizations.

Engage in Meaningful Conversations

Participate in discussions designed to move beyond traditional networking and focus on real-world challenges and shared experiences.

Build Your CFO Network

Connect with finance leaders across your market and become part of a community built on trust, relationships, and shared learning.

Who Participates CFO Circle™ Events?

CFO Circle events bring together finance leaders and professionals who value meaningful conversations, practical insights, and relationships built on shared experience.

CFOs & Finance
Leaders

Experienced finance executives who want to exchange ideas, learn from peers, and explore solutions to the challenges they face in today’s evolving business environment.

Emerging Finance Leaders

Finance professionals preparing for broader leadership responsibilities who want to expand their perspective through conversations with experienced finance leaders.

Trusted Partners & Sponsors

Organizations that support finance leaders and contribute valuable expertise through educational discussions and relationship-building opportunities.

Experience CFO Circle™

Request an invitation to attend an upcoming CFO Circle™ event and experience the meaningful conversations, practical insights, and connections that define our community.

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