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CFO Mastermind Membership Requirements


The CFO Mastermind Group consists of members who are a special breed. They:

  • have been a Chief Financial Officer or Finance Executive for five years or more.
  • keep their commitments and can commit to at least eight of the eleven yearly meetings
  • are able to keep information / discussion confidential
  • are interested in quality, not quantity
  • are interested in long-term relationships
  • are okay with competitors in the room and realize the value thereof
  • are givers not takers

Membership dues are $3,000 annually or $1,750 for six month increments. Prospective members can pay either one of two ways: in 

full at the beginning of their membership year; or bi-annually at the initiation of membership. If the bi-annual payment plan is 

preferred; $1,750 is due per each six month term. Membership ceases if dues are not renewed within a thirty-day grace period. Dues can be expensed; education/training or conference/seminars for example.  New in 2024 - Members can earn CPE credits by attending forums that meet NASBA requirements.

A non-member guest can come to one meeting complimentary. Prior registration is necessary.

Membership commences in the first month that operational dues are paid and is renewed annually. Dues will be do the first day of 

the month membership became effective in subsequent years.

Membership Achievement Milestones

  • 3 Year 300 Club Level Achievement Certificate
    • After three consecutive years of membership, 300 Club level members enjoy a $300 discount off of annual dues.
  • 5 Year 500 Club Level, Gold Member Status Award
    • After five consecutive years of membership, 500 Club level members enjoy a significant $500 discount off of annual dues for the remainder of their participation in CFO Mastermind Group!
  • Retired Honorary Status (RHS)
    • After five years consecutive membership, if financial executive retires while in active membership status, he/she may continue to be an honorary member for $500 a year.
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