Our mission can be summed up in one phrase, "We make connections that count." We provide Finance Executives with a safe environment where they can debate, discuss, and dissect the top issues and opportunities keeping them up at night while building meaningful relationships with peers and industry experts. Our Members will attest that the opportunities and framework we continually provide them in learning, networking, collaboration, and customized connections go a long way towards increasing confidence in their decision making and maximizing their effectiveness as a leader, all while contributing to their short and long term success.
In our experience, exploring high priority issues with trusted peers accomplishes much more than driving innovation. Gathering with others who are facing similar challenges creates a stimulating, therapeutic experience which leaves you recharged and armed with the confidence and skills needed to return to your office with the fresh perspective and enhanced vigor needed to tackle your top priorities.
The modern CFO is no longer just a financial gatekeeper; the roles and responsibilities of the CFO are ever-increasing. The CFO Alliance connects you with the peers, subject matter experts, and information you need to excel as a financial leader, all in a pure, confidential environment so that you can openly share hits and misses and strategize to stay at the forefront of performance and innovation. Our operating team also acts as a "Relationship Concierge" by identifying your needs and facilitating introductions to people who can provide you with the expertise or resources needed to accomplish your goals.
We realize that as a CFO, time is the greatest asset you manage. For this reason, we are committed to quality, relevance, and efficiency in everything we offer our Members. We also maintain an open dialogue with our Members to gage their interests and priorities so we can produce the best possible programs, content, case studies, speakers, and topics to stimulate valuable discussion with solid takeaways. Our membership is exclusive to senior-level financial executives, mostly CFOs, to ensure that you’re connecting with high quality contacts.
The combination of intimate in-person dialogue, a private online community, our member-driven editorial content, and personalized connections is unique to The CFO Alliance and not matched by any other finance organization.
Our community extends far past our in-person events into a robust online community which facilitates information sharing, problem solving, and provides the opportunity for peer discussion and exchange.
Through our online platform and editorial team, we bridge the gap between in-person events by offering a place for continued discussion between Members,
exclusive media content, case studies, and research that is driven by our Members. We also spotlight the achievements of our Members by accurately capturing and sharing success stories so that all Members can learn from each other. As we gain more knowledge about our Members, we can make more relevant recommendations and "Connections that Count."
The CFO Alliance attracts forward-thinking, innovative financial executives who are committed to a path of constant learning, self-improvement, and knowledge sharing.
As the Chairman and Co-Founder of The CFO Alliance, Nick is responsible for creating and facilitating meaningful dialogue and connections amongst Members, Partners and the business community at large.
Over the past 20+ years, Nick has been able to bring his unique ability of "Making Connections that Count” to finance executives and business leaders across the US and now into Canada. Nick is a catalyst in creating and executing action steps that lead others to success. He serves as 'the voice of the CFO community,' representing the more than 5,000 Members of The CFO Alliance. Nick is a regular speaker at CFO conferences, has appeared on Bloomberg, and is called upon by the press for commentary on the opportunities and issues that drive the global economy. Nick prides himself on his selfless approach and enjoys hearing of success stories long after connections are made.
Chief Operating Officer
As the COO and Co-Founder of The CFO Alliance, Greg is responsible for managing all aspects of the business; program development, communications, financial performance and marketing.
Greg is responsible for executing growth strategy development, including strategic planning and project management, new product and program development, market expansion, strategic alliances, and partner management. Greg has spent the past 5 years building a vibrant community and brand in the middle market space, working daily with over 5,000 finance executives participating in this community.
President, The CFO Alliance Canada
As President of The CFO Alliance – Canada, Ramona is responsible for managing all aspects of the Canadian CFO community; including: program development, communications, key partnerships and marketing.
Ramona is a Canadian economist and award-winning business journalist spending over twenty-five years researching issues most relevant to senior finance executives and their companies. As the founding executive director of the Canadian Financial Executives Research Foundation, she has been frequently called upon by the media to provide comment on issues top of mind for Canadian industry. Ramona has gained an international following as the Canadian correspondent for The Economist, producing the quarterly Country Report for Canada, and currently writes a monthly op-ed column for "Accounting and Business", the journal of the UK based ACCA.