CFOLC Membership Brochure

CFOLC ​MEMBERSHIP EVOLVE TO A HIGHER LEADERSHIP LEVEL Today’s fast changing business environment requires a bold mindset. For over fifteen years we have harnessed the forward thinking of high performing CFOs. Our members have applied their expertise to lead the pack professionally and strategically for their teams, and their companies. ELEVATE YOUR CAREER Make your mark! We are your break- out strategy. Achieve higher impact through a collaborative environment of insightful peers, thought leaders, and learning experiences.

QUESTIONS FOR TODAY’S OUR COMMUNITY IS UNIQUE FINANCE LEADER Authentic engagement! We create an environment designed to synthesize valuable knowledge with your peers. That’s the difference. Knowledge sharing becomes insight you can use. Our ARE YOU LEADING community allows you to grow your professional network and participate in meaningful interaction. EFFECTIVELY IN THE FACE OF In short…this is a place where you will have the opportunity to think, reflect, discuss, and grow! TODAY’S NEW SHIFTS? OUR BACKGROUND Founded in 2006, The CFO Leadership Council has created a thriving community of highly engaged ARE YOU EVOLVING AS AN senior finance leaders. Members harness the full power of this network to deliver results for their EXECUTIVE FINANCE LEADER? companies and their teams, and for their own professional development. Our members - now thousands strong - are diverse in company size, industry, experience as well as culture, race, WHAT WILL YOU BUILD ON TO ethnicity, and gender. MOVE FORWARD? “I can’t remember the last time I felt I received as much value DO YOU PLAN TO GO IT ALONE? from an organization as I have from CFOLC.” Kim Marren, Strategic Financial Leader, Marren Consulting CFOLC.COM

PROGRAMS DESIGNED EXCLUSIVE A DIVERSE BY CFOS, FOR CFOS ATTENDANCE REPRESENTATION TO OUR EVENTS OF PROFESSIONALS Our programs are designed to empower CFOs based upon regular feedback solicited We are one of the few groups that limits Best known for our broad membership from our CFO members and local leadership attendance to our events to senior financial population, we attract top financial team. What does this mean for you? Our executives and a handful of local industry executives from a variety of industries exclusive programs are put together by exclusive sponsors who are our preferred and backgrounds. Our DEI group holds your peers and industry leaders, with your subject matter experts. This enforced policy virtual programs and networking events specific needs in mind. ensures you the best possible networking addressing issues of particular concern experience with your peers. to finance leaders in underrepresented groups. All members are invited to attend. CFOLC.COM

TESTIMONIALS FROM CFOLC MEMBERS \"I would strongly recommend this CFOLC / MIT Sloan's CFO \"It was genuinely the best development program that I’ve Accelerator to CFOs who want their role to evolve to what is attended in a long time. I left highly energized with some new needed in today’s environment: a strategic and operational perspectives and new tools. In fact, over one year later, I am CFO who can be an effective change agent!” still applying some of the things I learned. I also loved the opportunity to interact with a small group of fellow CFOs in an Sandip Grewal, CFO, Bradshaw International environment that encouraged sharing and advising.” “The help from CFOLC is invaluable and I am grateful Sandra Clarke, CFO, Blue Shield of California to be surrounded by so many experienced and talented professionals… I’m beyond proud to be part of this group.” “My CFOLC network is invaluable to me and it just keeps getting better.” Marco Torres, VP Finance, Huntress Labs Jim Foster, VP Finance & Accounting, Wholesale Carrier Services CFOLC.COM

THE CFOLC NETWORK YOUR NATIONAL MEMBERSHIP CFO COMMUNITY OF ≈ 2000 PEERS YOUR LOCAL NETWORK CHAPTER COMMUNITY Local connections and networking with leading senior Connections for information sharing throughout the US financial executives and subject matter experts you may and Canada via our private members only email forum. need to call on in your area, and pertinent educational Resources on every relevant topic you need to know from programs relevant to your city and state. CFOs and experts from around the world. Job sourcing for your finance team and personal career transitions. CFOLC.COM

PREMIUM ACCESS MEMBERSHIP BENEFITS OUR CHAPTERS Atlanta New York Austin Orange County Baltimore Philadelphia Boston Phoenix Charlotte Portland Chicago Raleigh COMING SOON! Denver Salt Lake City COMING SOON! Detroit San Diego Houston San Francisco Jacksonville Seattle Los Angeles Silicon Valley Minneapolis South Florida Nashville Toronto New Jersey Washington, DC CONTACT ANGELA TISE CAROLINE BOYCE National Membership Chair National Membership Manager [email protected] [email protected] CFOLC.COM

MEMBERSHIP BENEFITS CFO CONNECT HOT TOPICS • Your local chapter virtual and live programs to enhance EXCLUSIVE MEMBERS-ONLY FORUM SaaS Budgeting & your network, collaborate with peers in a confidential MIS Templates setting for relevant education and networking, and gain You've got questions? Your fellow finance leaders CPE for each session have answers. CFO Connect, our exclusive members Expense Reporting only email forum, is a collaborative, interactive Systems • Access to all virtual and live programs across platform created to help members get the answers our 26 chapters they need from their peers - fast. Whether it's tips, PPP Loan Forgiveness troubleshooting or just connecting, here’s just a • Access to and inclusion in the CFOLC sample of recent hot topics. Office Building National Membership Directory Purchase Options CXO NOW • Access to live monthly national featuring VC Funding Pros subject matter experts Premium Access members are also invited to & Cons participate in CXO NOW™: A network of highly- • Access to CFO Connect, our members-only email accomplished women in the C-Suite who are forming 401K Audits forum – a collaborative, interactive platform pragmatic solutions focused on challenges they face created to help members get the answers they in their professional lives. CFOLC.COM need from their peers, immediately For details, click here. • Preferred pricing to the annual CFOLC National Conference and MIT Sloan CFO Accelerator Membership is $425 per year JOIN TODAY - CLICK HERE

TESTIMONIALS FROM STRATEGIC PARTNERS “The CFO Leadership Council is an organization that is about “The CFO Leadership Council is one of the best professional equipping the present and future leaders of finance and is organizations I’ve ever been associated with. As a sponsor, dedicated to empowering senior financial executives to realize I am not just an outside supporter but treated as a trusted success.” advisor and resource for the entire Charlotte chapter. The opportunity to connect and build a stronger professional Ash Noah, Managing Director network with both the members and the other sponsors is of CGMA Learning Education & Development, AICPA incredibly valuable to me as well as the content provided during the chapter sessions.” “MIT Sloan Executive Education is delighted to be collaborating with the CFO Leadership Council to provide Matt Butler, Business Performance Advisor development opportunities within CFO Week in Boston. Insperity Charlotte Together, we have created a unique and exclusive executive education program designed to help CFOs lead their “CFO Leadership Council hand selects each of its sponsors. companies through disruption and rapid change.” We’re positioned as a thought leader - a trusted voice amongst finance leaders. If you stay connected & stay Peter Hirst, Senior Associate Dean, interested, the opportunities are endless.” MIT Sloan Executive Education Christopher Welch, Business Development Manager, Stoel Rives LLP Interested in learning more about partner opportunities? Reach out to Director of Partner Relations: Karyn Egeland, [email protected] CFOLC.COM

TESTIMONIALS FROM CONFERENCE ATTENDEES \"Sessions informed of real things we can do to integrate our \"I really enjoyed the quality and positions for better efficiency and effect without major or breadth of the topics discussed, costly tech expenditure.” the quality and diversity of the speakers and moderators and \"The vast array of speakers on different topics.\" the insights they shared, and the opportunity to ask questions and \"Lots of good real life examples from real CFOs rather than interact with other attendees.” just the vendors trying to sell services.” CFOLC.COM

IN THE MEDIA MIT Sloan School of Management shared: Tipalti’s “BoldCFO” rated CFO Leadership Council “Organizations like the CFO Leadership Council understand the enormity “The Top Finance Communities to Join in 2021: Join this community of of the challenges CFOs are facing today and their need to be supported finance leaders to build lasting connections in a comfortable open setting— connected and empowered to lead.” both live and online.” Read full article Read full article CFOLC.COM

Forbes CFO Network features CFO DIVE shared: CFO Leadership Council’s Founder & CEO, Jack McCullough, as a “Of the entire c-suite, CFOs are best-positioned to guide their companies through Senior Contributor. the pandemic, CFO Leadership Council President Jack McCullough says.” Read full article Read full article CFOLC.COM

GENERAL MEMBERSHIP SOCIAL MEDIA CFOLC Program Sneak Peek Join YouTube Blog Benefits Facebook CXO NOW Let Your Membership Work for You Twitter Diversity, Equity & Inclusion LinkedIn CGMA Finance Leadership Program Instagram Sponsorship Opportunities CFO Leadership Conference QUICK LINKS TO CONNECT CFOLC.COM CLICK THE LINKS ABOVE TO GET STARTED