A Fresh Vision for CFO Roundtables
Allied CFO Roundtables are peer-based member-only groups that help members grow in their roles as business leaders. Our members are smart, well-focused CFOs who desire to grow professionally and personally. Through direct meetings with CEOs and CFOs throughout Wisconsin, a growing set of similar development needs were identified for financial executives including:
- Enhancing soft skills and presentation skills
- Improving business development skills
- Growing and mentoring department staff
- Developing a strategic outlook to become a better business partner for CEO/Owners
Format of CFO Roundtables
Each CFO Roundtable is led by an financial expert and trained facilitator, with the total number of active members not to exceed 12 people. Each Roundtable meets six times per year and includes six individual, one-on-one sessions with the chair. Roundtable sessions typically run from 8 a.m. – 3 p.m. and include breakfast, group session/speaker, lunch, and a private, member-only executive session.
Potential Roundtable members are evaluated privately by the chair and presented to the existing members for consideration. There are no competing members or direct areas of conflict. CFO Roundtables expect strict confidentiality between members in and of group meetings. This includes both personal and professional interactions.
The CFO Roundtable Difference
While there are existing discussion groups and management roundtables throughout Wisconsin, Allied’s CFO Roundtables include:
- A trained facilitator who is also an experienced CFO. View Brian Christian’s resume who chairs Allied CFO Roundtable #1
- A well-structured and organized meeting that includes guest speakers that allow members to invite staff to listen and grow
- A formal, issue-processing system that allows for constructive and actionable steps developed from the group’s insight