What does it really take to prepare for your company’s—and your own—next chapter? Join co-chairs Scott Chandler (CFO, Spindrift) and Brian Weisberg (CFO, The Suite; former CFO, Tidelift) and James Orsillo (Partner, CFO/O, Underscore VC) for this first-ever CFO forum dedicated to the Boston and greater East Coast region.
This half-day event is dedicated towards helping you navigate transformational moments—both for your company and your career. You’ll hear first-hand from peers on best practices for leading through major events like IPOs, M&As, and strategic fundraising, while also exploring how to build the teams, systems, and advisory networks that can support and elevate you. Sponsored by Fidelity Armanino and Sequence, this half-day event will include two mainstage conversations and two small group discussions, tailored for you.
Join your closest F Suite CFO peers who are navigating similar challenges and ensure you don’t miss the personal and professional opportunities that can propel your career, board engagement, and advisory ambitions moving forward.
Mainstage Session - Preparing for Landing: Securing the Path
Location: Salon West
How do you stay exit-ready—before the market says it’s time? Whether you're eyeing a public listing or quietly courting acquirers, the path to a successful outcome starts long before the term sheet. In this candid session, your peer CFOs will unpack how they’ve prepared their businesses—and their teams—for a range of scenarios. From IPO readiness sprints to “polite” exits, we’ll explore tested frameworks, common pitfalls, and how to stay one step ahead in an unpredictable deal environment. Moderated by Fidelity, this session will equip you to take charge of your company’s next chapter—and your own.
Small Group Discussion - Putting the “AI” in Readiness: Preparing for What’s Next
AI is everywhere—but how are CFOs actually using it to improve finance performance and prepare for high-stakes events like an exit? In this candid discussion, we’ll cut through the hype and focus on what’s actually working in budgeting, reporting, and diligence. We’ll also explore lesser-known risks: could your AI strategy affect valuation or raise red flags during diligence? Walk away with practical strategies for building a scalable, AI-empowered finance team that’s ready for what’s next.
Small Group Discussion - The Final Balancing Act: Managing Founders, Investors, and Yourself
How do you guide your company through its most critical milestones without burning out or losing your edge? This discussion explores how finance leaders manage founder dynamics, align board and investor expectations, and steer toward a successful outcome—while protecting their own interests. How do you reconcile competing incentives, lead through influence, and ensure you’re not the one left exposed at the finish line? Join your peers for a real-world conversation on leading with clarity when everything’s on the line.
Mainstage Session - Parachutes & Power Plays: Positioning Yourself
Location: Salon West
Preparing your company for an exit is only half the story. What about preparing yourself? This session dives into what happens behind the scenes for CFOs approaching major transitions—from separation agreements and equity terms to role clarity and personal timing. We’ll explore how to navigate founder and investor dynamics when incentives don’t align, and what to do when the decision to stay, step aside, or negotiate a clean break isn’t so clear. Hear from finance leaders who’ve made tough calls—and learn how to stay focused when the future feels uncertain.
The F Suite is a private, invite-only community for CFOs and their teams. Over 1,000 CFOs have access to 100+ world-class events per year and a robust online platform where members continuously collaborate in real time to help each other succeed in their careers and propel their companies forward. To learn more, visit http://fsuite.co/
