
About this Event
CFO Circle
The CFO Circle is an invitation-only peer community of CFOs dedicated to collaboration, learning, and actionable insights — sponsored by The CFO Executive Summit. The group meets monthly on a set day, with gatherings hosted by CFO Executive Summit contributors, typically in the Irvine business district. The specific venue for each meeting will be confirmed and shared as the date approaches.
The CFO Executive Summit
Serving CFOs and Financial Leaders of Middle-Market and Growth-Oriented Companies
The CFO Executive Summit was launched in 2020, in partnership with the UCI Merage School of Business, with the mission of creating a non-solicitous environment for thought leadership and peer-to-peer knowledge transfer for middle-market to large-cap company CFOs in Southern California. We sponsor events throughout the year to educate CFOs on topics they are facing in the marketplace. To help steer our organization and drive relevant content, we have assembled an advisory board of CFOs to provide strategic direction to our growing organization.

Agenda
🕑: 08:00 AM - 08:30 AM
Networking & Breakfast
🕑: 08:30 AM - 09:10 AM
Member Updates
Info: Each member shares a quick update: wins, challenges, or priorities. With 12 members, this takes ~40 minutes.
🕑: 09:10 AM - 09:40 AM
Educational Presentation by Host
🕑: 09:40 AM - 09:45 AM
Short Break
🕑: 09:45 AM - 10:15 AM
Workshop
Info: Hands-on session focused on applying new tools, frameworks, or best practices to CFO challenges.
🕑: 10:15 AM - 11:25 AM
CFO Circle Peer Discussion & Issue Solving
🕑: 11:25 AM - 11:30 AM
Wrap Up & Announcements
Event Venue & Nearby Stays
15635 Alton Pkwy suite 450, 15635 Alton Parkway, Irvine, United States
USD 0.00