Family Business CFOs
Join our exclusive CFO Roundtables to share insights and solutions with peers in family businesses.
Open to family and non-family executives, the CFO Roundtables bring together a small group of CFOs and Controllers from different family businesses to share common experiences and solutions to business, family, and governance challenges.
These gatherings are usually by invitation only, bringing together about a dozen individuals for two hours over breakfast or lunch, 3-4 times a year, at a restaurant. Each event features a host CFO who initiates the conversation by discussing an issue they have faced or are currently facing. Prior topics have included cybersecurity and governance. Group members benefit from feedback from peers who understand the unique challenges and privileges of being in a family business.
Upcoming Meetings
Meetings are by invitation only and designed specifically for high-level financial leaders in family businesses. Our next gathering is September 10, 2025 at Redstone in Oakbrook Terrace. To join the invitation list, please contact Jill McCall.
Join our exclusive CFO Roundtables to share insights and solutions with peers in family businesses.
Open to family and non-family executives, the CFO Roundtables bring together a small group of CFOs and Controllers from different family businesses to share common experiences and solutions to business, family, and governance challenges.
These gatherings are usually by invitation only, bringing together about a dozen individuals for two hours over breakfast or lunch, 3-4 times a year, at a restaurant. Each event features a host CFO who initiates the conversation by discussing an issue they have faced or are currently facing. Prior topics have included cybersecurity and governance. Group members benefit from feedback from peers who understand the unique challenges and privileges of being in a family business.
"The event was exceptionally well-coordinated. I truly appreciate the valuable experience and I'm grateful for the opportunity to participate."
–
Sylvia Ye
Wells Plumbing and Heating Supplies, Inc.
Upcoming Meetings
Meetings are by invitation only and designed specifically for high-level financial leaders in family businesses. Our next gathering is September 10, 2025 at Redstone in Oakbrook Terrace. To join the invitation list, please contact Jill McCall.