CFO Circle Information

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