Chief Financial Officers

Connect with top tier CFOs and senior Corporate Finance Executives from the world’s most influential corporations. Our Roundtables and Retreats convene your true peer set for candid conversations in a closed door setting. The goal of the Chief Financial Officers Series is to help you build relationships that prove genuinely responsive long after the event concludes.

Upcoming Chief Financial Officers Events

Toronto at dusk

Toronto CFO Roundtable September 16, 2026

Downtown Houston at dusk

Houston CFO Roundtable September 23, 2026

The San Francisco CFO Roundtable at the City Club

San Francisco CFO Roundtable September 30, 2026

A CFO Roundtable at Hotel Ivy, Minneapolis

Minneapolis CFO Roundtable October 22, 2026

A CFO Roundtable workshop, Greenwich

Greenwich CFO Roundtable October 22, 2026

A garden reception beneath the Biltmore tower, Coral Gables

Coral Gables CFO Retreat November 4–5, 2026

A dusk reception on the Pendry lawn, Newport Beach

Newport Beach CFO Retreat February 23–24, 2027

A CFO Roundtable in the Adolphus ballroom, Dallas

Dallas CFO Retreat June 8–9, 2027

Toronto at sunset

Toronto CFO Retreat July 13–14, 2027

London

London CFO Retreat October 19–20, 2027

The Biltmore Hotel, Coral Gables

Coral Gables CFO Retreat November 9–10, 2027

Explore Our Event Series

Private Equity → Energy Finance → Fashion & Beauty Finance → Industrials Finance → Pharma Finance → TMT Finance → Automotive Finance →

Unparalleled Networking Opportunities for Senior Finance Executives and Private Equity Leaders

An Insight Summits dinner under string lights

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Complimentary attendance for qualified finance executives.

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