WHO WE ARE

The CFO Advisory Board was founded in 2018 with the objective of connecting, educating, and providing peer support exclusively to CFOs of middle and upper middle market companies in the Delaware Valley. We are the only organization in the region focused on this market with the depth of relationship and scale to facilitate personal connections and practical experience sharing in an intimate and confidential setting. We have quickly grown to include CFOs from over 120 of the region’s leading companies. The companies represented include public and private corporations, national and international businesses and a diverse makeup of industries including financial services, manufacturing, distribution and retail, and technology.

In addition, our members vary from long tenured CFOs to recently appointed ones, bringing diverse points of view and creating tremendous value across the group. The rich engagement, depth of content, and connection in our regularly scheduled sessions has been a catalyst for several of our CFOs to develop ongoing, deep relationships with one another and their organizations.

WHAT WE DO

Our group currently meets virtually four times a year for specific content sessions, with an additional in person Summer Social event.

In 2024, we covered the following topics:

• The State of the Economy and its Impact

• Strategic planning in a post-COVID world

• AI and automation - opportunities & managing risk

• Managing long-term investment and short-term profitability.