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 relationships 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 many of our CFOs to develop deep, ongoing relationships with one another and their organizations.