CFO Roundtables

The CFO Roundtable Program provides an opportunity to connect with other CFOs and senior finance leaders to confidentially discuss the challenges and accomplishments of leading the financial functions of a business.

Program Overview

Each roundtable includes 8-12 members of noncompetitive companies designed around commonalities of company size and expectations; however, they are not industry groups. Participants come from various types of organizations and industries, including not-for-profits. Roundtables provide an indispensable opportunity to receive direct feedback and advice from others experiencing similar financial business concerns and decisions.

Program Benefits

  • An informal, trusted board of advisors
  • Discussions focused on CFO-level issues
  • Diverse perspectives creating visionary solutions and ideas
  • Personal and professional growth
  • CFO-only events, tours, outings and other roundtable activities
  • Perspective on finance related issues such as legislation reform, compliance
  • Resourceful and engaged peer leadership

Meeting Format

The CFO Roundtables meet on a monthly basis at a member’s company or a restaurant. The meetings are group-led based on the needs of the participants in each roundtable. Meetings typically spotlight a member, address issues, learn from external speakers, and include robust discussions on critical finance and business topics.  

Requirements

Participants must be CFOs or senior finance leaders who hold the primary decision making responsibilities for the financial functions of a business.

Application & Group Placement Process

  • Click here to complete and application.
  • Approved applicants will be placed in a group considering factors that will create a good fit for both the new participant and the selected group.
  • Competitors will not be placed in the same group to assure open dialogue. 

Program Leadership

BradForsythe_125x119 Brad Forsythe | CFO Roundtable Chair
Regional Director - Midwest | Arthur J. Gallagher & Co.  

“CFO Roundtables are peer-to-peer, self-help teams. They rapidly grow the strategic vision, trusted supplier networks, and practical problem - solving capabilities of Cincinnati’s financial executives.”

Need more information?  Contact Amy Thompson, 513.579.3141.

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