CFO Circle - San Diego County

A confidential, invite-only forum for growth-minded CFOs to solve real challenges with peers.

Executive Session Details

Group Type
CFO Peer Group

Membership Status
Accepting Founding Members

Location
San Diego County, CA

Date/Time
To be announced

San Diego County’s economy is fueled by a unique combination of life sciences, biotechnology, technology, defense, manufacturing, and professional services organizations. As businesses navigate growth, innovation, talent challenges, and increasing complexity, CFOs are being called upon to play a more strategic role than ever before. CFO Circle brings together senior finance leaders from across the region to gain fresh perspectives, solve pressing business challenges, and become more effective leaders through trusted peer relationships and meaningful accountability.

Chapter Director
Joanna Tan

Contact Information:

(917) 770-0700

jtan@cfo-circle.com

Eligibility Criteria

Designed for experienced leaders navigating the complexities of growth, leadership, and long-term value creation.

Role

Chief Financial Officer, VP Finance, Head of Finance, or equivalent senior finance leader.

Company Type

Privately held, PE-backed, family-owned, and public companies.

Revenue

Typically $20 million and $1 billion+ in annual revenue.

Team Size

Leads a finance team and serves as a strategic partner to the CEO and executive leadership team.

Thank You to Our Sponsors

We are proud to partner with local sponsors who help strengthen our CFO Circle community through their expertise, insights, and support. Click each logo below to learn more about our distinguished sponsors.

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