An Invitation-Only Working Session for CFOs · Los Angeles
A confidential, professionally facilitated session built on the 8 Key Drivers of CFO Success. You will leave with a clear read on where you stand, a personal action plan, and a real look at what a CFO peer room can do — whether or not you ever join one.
A short, confidential conversation with Dalen Lawrence · sessions are private and by invitation.
Why CFOs come
The CFO sits in the most isolated seat in the company. On the calls that matter most — a forecast you don’t believe, a covenant tightening, an exit, a CEO you’re quietly worried about — there is no peer to think it through with. This room is the answer to exactly that.
The seat is expected to have the answers, so looking for them in public is a status risk. Here you are among peers operating at or above your level — the one room where getting to a sharper answer isn’t a weakness.
No one tells you what to do. CFOs who have sat in your exact situation share what they actually did — and what it cost. That is pattern-matching you cannot buy from a consultant.
The working session
It is a working session, not a presentation. You do the work — and you leave with something in hand.
The CFO seat has moved from reporting to enterprise leadership. You place yourself on that arc — and locate where your CEO now expects you to be.
The eight factors that actually drive CFO effectiveness, each grounded in a real CFO’s situation and the decision that turned it.
Privately rate where you are today against where you want to be, find your widest gap, and pick the one driver with the most leverage.
Three concrete initiatives, a timeline, and a peer to hold you to it — yours to keep, whether or not you join anything.
The experience
In the final stretch, the session becomes the room itself. A CFO volunteers a live, current issue — the board, a raise, an acquisition, a new ERP, a CEO they’re worried about — and the group clarifies it, asks the hard questions, and shares hard-won experience. You watch a real decision get sharper in real time.
What is said in the room stays in the room. It is the precondition for every honest conversation in it.
Members show up and engage. The value compounds because the same people keep showing up for one another.
Direct and candid, peer to peer. You are among equals, not counterparties.
The room is invested in your success — an informal board of directors that is genuinely on your side.
The room
Sitting CFOs of privately held and PE-backed companies, broadly in your revenue and ownership band, curated one conversation at a time. The working dialogue is CFO-only and confidential.
A safe place to vet ideas, issues, and opportunities. A room you can speak in with complete confidence. Professionally facilitated, peer-led, built for candor.
Not a sales or networking platform. Not a mixed C-suite room where a CFO can’t speak freely. Not a social club, and not a one-time webinar.
Sessions are private, confidential, and by invitation — held in Los Angeles, formed as the right group comes together. Tell me a little about where you are, and we will find the right room for you. Worst case, you leave with a sharper read on your own effectiveness and a plan you did not walk in with.
Request an InvitationA short, confidential conversation with Dalen Lawrence
