Can I Try It Free?

We pledge our members confidentiality so we cannot have non-members listening in the background. However, you have 30 days after joining to request a full refund for any reason. This allows you to try without risk.

Is There a Cost?

There is a cost which is covered under "Join Now". Included are 12 monthly meetings which include a Fortune 1000 Finance leader presentation along with Q&A. Access to presentation slides and audio recordings of all current year and past year meetings are also provided. Members may use the member intranet to interact on critical Finance management issues, schedule site visits, and build relationships with their peers.

May I Contact Members as References?

Here is a list of member companies but we do not give contact information out to non-members. However, when you join you be able to contact all members and you will have 30 days after joining to request a full refund for any reason. This allows you to try it without risk.

Why was I Invited to Join?

Either a member nominated you, or we specifically wanted your company involved and researched the best executive.

Can Vendors Join?

Membership is exclusively limited to the Finance leaders within a company in order to provide an open, candid environment in which members feel free to discuss their critical Finance management issues knowing that their comments will not be used to create a sales opportunity.

Can I earn CPE credits by particpating in the monthly sessions?

Currently not automatically as credit approvals are state-by-state but you can manually submit in most states for credit.

Can I get a copy of your W-9 form for my accounting department?

Click here to download our W-9 form.

Membership Agreement.

Our full membership agreement and privacy policy are located  Here

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"I think networking outside your industry is critical to keep the flow of new ideas coming into your mind, and your organization."
- Jim McComb, Bank of America

"I like your service very much. "
- Thomas Berner, First Capital

"Talking to peers and sharing best practices -- it's very powerful. Even at my level of experience, I still learn new things."
- Michael Frankel, LexisNexis Group

"Networking is a lifeline to being successful and to helping your group achieve your goals. You have to have a fresh perspective."
- Eric Thomas, Novell