CFO Circle is hosting a practical conversation titled Transforming Finance with AI & Automation to Achieve Real ROI on September 1, 2026 at La Jolla, CA.
Public source
Publisher name
Public post
💡 Not every AI initiative is meant to scale. But how do you know when it’s time to rethink the investment? When an AI initiative isn't delivering the expected value, wh…
Company
CFO Circle
Peer Insights. Smarter Decisions.
- Industry
- Business Consulting and Services
- Location
- Orange County, US
- Company size
- 2–10 employees
About CFO Circle
Founded in 2008 as Peervisors, CFO Circle is a peer advisory organization and professional community serving CFOs, senior finance leaders, and other accomplished executives through confidential, facilitator-led peer forums. Our mission is to bring together high-performing leaders in trusted communities where they can exchange real-world insights, share best practices, and work through strategic, operational, leadership, and personal challenges with peers who understand the demands of executive responsibility. In 2024, the organization introduced CFO Circle as a dedicated peer community for CFOs and senior finance leaders. What began with chapters in Southern California is now expanding into markets across the United States through locally led peer communities. CFO Circle provides a structured, high-trust environment in which finance leaders can strengthen their leadership, improve decision-making, and address issues related to growth, profitability, financial strategy, organizational execution, talent development, risk, innovation, and long-term value creation. Through confidential peer dialogue, professional development, meaningful accountability, and strategic collaboration, CFO Circle helps members expand their influence, lead more effectively, and navigate the professional and personal demands of executive leadership. ### Chapter Director Certification CFO Circle Chapter Directors complete a structured certification process designed to prepare them to build, lead, and facilitate trusted peer communities for CFOs and senior finance executives. The certification includes formal study of the CFO Circle operating model, member recruitment, strategic sponsorship development, workshop facilitation, peer-group leadership, confidentiality standards, and the principles underlying the 8-Key Drivers of CFO Success™. Certified Chapter Directors are prepared to deliver a consistent, professionally facilitated, and high-quality member experience while adapting each ch
See moreLatest activity
Latest activity from CFO Circle
7 signals
Presence & Recognition
CFO Circle hosted a monthly Leaders of Faith Zoom Hour on Wednesday, September 9, from 11:30 AM to 12:30 PM PDT, featuring Pastor Jesse Bradley sharing a message and Ed Hart sharing a devotional.
Presence & Recognition
CFO Circle presented Episode 160 of the From The Hart Podcast on all audio podcast channels
Presence & Recognition
CFO Circle is bringing Experience CFO Circle to Orange County on September 29, 2026, from 8:30 AM to 11:30 AM, featuring discussions on the 8 Key Drivers of CFO Success, real leadership challenges, and practical approaches.
Discover more
Similar signals
Similar public activity from other companies.
Presence & Recognition
CFO Leadership Council
CFO Leadership Council is hosting the Fall 2026 CFO Leadership Conference in Denver, Colorado from October 12 to 14, 2026, featuring candid conversations, practical insights, and peer-to-peer learning.
Presence & Recognition
Coterie CFO
Coterie CFO is hosting an afternoon event in San Francisco on September 15 focused on CFOs and senior finance leaders discussing AI and modernizing the finance tech stack.
Presence & Recognition
CFO AI Advisors
CFO AI Advisors reported that 64% of registered finance leaders and CFOs currently attending the upcoming CFO AI Round Table have attended at least one previous session.
Presence & Recognition
CFO
CFO Live 2026 is a virtual event on September 30 at 12:00pm ET featuring CFO.com and CFO Dive to explore trends in finance, including SEC deregulation, IPOs, AI ROI, sports and entertainment growth, and compliance infrastructure.
Presence & Recognition
CFO Solutions