CFO peer group meeting in Raleigh-Durham

CFO-Circle TRIANGLE

CFO Peer Group Raleigh-Durham

The CFO Doesn't Need More Information.
You Need The Right CFOs In The Room.

CFO-Circle is a CFO peer group serving Raleigh-Durham finance leaders who want better perspective on consequential decisions. Finance leadership can be isolating—especially when you're expected to have the answers.

Your CEO, Board and leadership team look to you for answers. But where do you go to challenge your assumptions, pressure-test an important decision, or talk candidly with people that understand the CFO seat? The Convergent Group works with executive leaders throughout the Triangle on strategy, execution and leadership alignment.

CFO-CIRCLE brings together accomplished CFOs and senior finance leaders in a confidential, professionally facilitated peer advisory forum.

Better Perspective. Better Decisions. Better CFOs.

Explore CFO-Circle

WHY CFO CIRCLE?

THE CFO SEAT IS DIFFERENT.

CONFIDENTIAL PEERS

Talk with people who understand the seat.

Discuss the issues that you can't always discuss with your CEO, Board, team, or professional advisors.

CHALLENGE YOUR THINKING

Pressure-test the decisions that matter.

Gain candid perspectives from fellow experienced CFOs who have faced similar challenges.

TURN INSIGHT INTO ACTION

Leave with clarity and accountability.

Growth, people and strategy decisions become increasingly consequential.

Translate peer perspective into priorities, commitments, and better execution

OFTEN ALONE, YOU CARRY THE FINANCIAL RESPONSIBILITY

BUT WHO CHALLENGES YOUR THINKING?

The modern CFO role extends far beyond organizing month-end close and reporting financial results.

You're expected to help drive strategy, improve profitability, manage risk, allocate capital, develop talent, advise the CEO and increasingly help the organization navigate technology and AI.

Yet the more senior you become, the fewer people you have with whom you can speak completely candidly. More often than not, you're alone.

CFO-Circle changes the paradigm.

Strategic growth and profitability
Cash flow and capital allocation
AI, BI & data strategy
Leadership & talent development
Risk mitigation and accounting for uncertainty
CEO & Board relationships

See If CFO-Circle is Right For Me

Great CFOs don't develop by accident

CFO-Circle provides a structured Framework for evaluating and strengthening the Capabilities today's finance leaders need most

Strategic Financial Alignment

Drive Growth & Profit

Balance Risk & Innovation

Foster a Data-Driven Culture

Manage Stakeholder Relationships

Continuous Skills Development

Mentor & Team Development

Ensure Long-Term Value Creation

Take the free CFO Assessment

What Happens In The Room?

This isn't Networking.

It's Working On the Business

Bring a real issue

A strategic decision, organizational challenge, leadership problem, or opportunity that you are presently wrestling with now.

Raleigh, NC

Test Your Thinking

Put the issue in front of experienced finance executives who can challenge assumptions and offer relevant experience.

Gain Perspective

See the problem or opportunity through viewpoints you may not have previously considered.

Commit to Action

Leave with confidence, knowing what you are going to do next.

who belongs in the CFO-Circle?

built for CFOs who are committed to getting better

CFO-Circle Triangle is designed for:

CFOs

Leading the finance of established organizations.

Senior Finance Executives

Operating with significant strategic and organizational responsibility.

Growth Minded Leaders

Who value being Challenged rather than simply validated.

Collaborative peers

Willing to contribute experience as generally as they receive it.

Carefully Curated

Groups are intentionally assembled to encourage candor, trust and meaningful discussion. No competitors.

Jim Sexton

CFO-CIRCLE TRIANGLE:

Meet Jim Sexton

Experience Matters

When You're Facilitating Groups of Experienced CFOs

A National Framework. Local Relationships.

Raleigh | Durham | Chapel Hill | RTP

The most valuable peer relationships aren't built through occasional networking events, conferences or Linked In connections.

They're built over time. With leaders you know, can trust and can call when the chips are down.

CFO-Circle Triangle creates that community for you.

In over a decade of working with CFOs, I saw more companies hurt by their own growth than by the lack of it. That sounds backwards until you have watched it happen. A company decides this is the year, it pushes hard, revenue climbs, and everyone celebrates, right up until the cash it needed to carry that growth is not there.

Getting bigger certainly isn't easy. You add revenue, headcount, and locations whenever you decide to.

Scaling a business is different. Scaling is getting bigger while getting stronger, and it is a financial discipline before it is a leadership one.

The companies that scaled had done one thing the others had not. Before they committed to their growth plans, they had modeled what it would consume, the cash, the working capital, the room on their credit line, and they built that capacity first.

The ones that stretched instead had the same ambition and none of the groundwork, and the people funding them saw it before they did.

Growth that outruns your capacity is not scaling. It is stretching. And the difference between the two is financial intelligence. It' so impactful to discuss this with a seasoned group of peers.

EXPERIENCE CFO-CIRCLE

Don't join a Peer Advisory Group Before you Have Experienced One.

See what happens when accomplished CFOs put real issues on the table.

Attend a CFO-Circle Experience Event and discover whether the group and the people in the room are right for you.

Experience CFO Circle