CFO Roundtable

Fostering a community for financial leaders.
  • Strengthen leadership and decision-making.
  • Experience collaborative problem-solving.
  • Explore a peer network of like-minded financial professionals.

Designed exclusively for financial executives of privately held and family-owned businesses.

This peer network provides a trusted, confidential space where CFOs and senior financial leaders can openly share experiences, challenges, and successes.
Through problem-solving discussions, insightful content, and peer-to-peer learning, the CFO Roundtable from First Bank's Center for Family-Owned Businesses creates opportunities to:
  • Gain fresh perspectives on the issues keeping you up at night.
  • Exchange strategies that have worked, and lessons learned, with fellow CFOs.
  • Build supportive relationships with like-minded professionals.
  • Stay ahead of trends and emerging challenges impacting your business.
Our goal is to foster collaboration, professional growth, and practical solutions that help you make confident financial decisions. By joining, you’ll gain not just knowledge, but a network of peers who understand the unique challenges of leading in privately held and family-owned businesses.

Explore the latest CFO Roundtable insights. Access articles, webinars, and resources on business strategy.
Center for Family-Owned Businesses
Established by our family business to serve your family business.