Becoming a portfolio CFO/FD: Where do I start?

Wed Feb 11 2026 at 06:00 pm to 08:30 pm UTC+00:00

The Assembly Rooms | Newcastle upon Tyne

AICPA & CIMA
Publisher/HostAICPA & CIMA
Becoming a portfolio CFO\/FD: Where do I start?
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Join Brad Channer - CIMA Council Member & CFO of a UK SaaS scale-up - for a session that cuts through the myths of consultancy life.
About this Event

Thinking about portfolio CFO/FD work — or already doing it and want to do it better? This practical, no-fluff session cuts through the myths of consultancy life and gets into what actually works.

You’ll learn how portfolio CFOs really start, price themselves, find clients, and win work — plus the types of businesses that value (and pay for) senior finance support. We’ll cover day-to-day reality, common mistakes, CIMA compliance considerations, and how to protect yourself professionally.

Expect honest insight, shared war stories, and useful takeaways — with plenty of time to network over drinks and nibbles.

Open to CIMA Members, CIMA Students, and external guests | Limited to 50 places


Agenda

🕑: 06:00 PM - 06:45 PM
Arrival, registration, refreshments
🕑: 06:45 PM - 07:45 PM
Becoming a portfolio CFO/FD: Where do I start?
Host: Bradley Channer CGMA, FCMA
🕑: 07:45 PM - 08:30 PM
Networking
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Event Venue & Nearby Stays

The Assembly Rooms, Fenkle Street, Newcastle upon Tyne, United Kingdom

Tickets

GBP 10.00 to GBP 25.00

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