Becoming a portfolio CFO/FD: Where do I start?
Join Brad Channer - CIMA Council Member & CFO of a UK SaaS scale-up - for a session that cuts through the myths of consultancy life.
Thinking about portfolio CFO/FD work — or already doing it and want to do it better? This practical, no-fluff session cuts through the myths of consultancy life and gets into what actually works.
You’ll learn how portfolio CFOs really start, price themselves, find clients, and win work — plus the types of businesses that value (and pay for) senior finance support. We’ll cover day-to-day reality, common mistakes, CIMA compliance considerations, and how to protect yourself professionally.
Expect honest insight, shared war stories, and useful takeaways — with plenty of time to network over drinks and nibbles.
Open to CIMA Members, CIMA Students, and external guests | Limited to 50 places
Join Brad Channer - CIMA Council Member & CFO of a UK SaaS scale-up - for a session that cuts through the myths of consultancy life.
Thinking about portfolio CFO/FD work — or already doing it and want to do it better? This practical, no-fluff session cuts through the myths of consultancy life and gets into what actually works.
You’ll learn how portfolio CFOs really start, price themselves, find clients, and win work — plus the types of businesses that value (and pay for) senior finance support. We’ll cover day-to-day reality, common mistakes, CIMA compliance considerations, and how to protect yourself professionally.
Expect honest insight, shared war stories, and useful takeaways — with plenty of time to network over drinks and nibbles.
Open to CIMA Members, CIMA Students, and external guests | Limited to 50 places
Line-up
Bradley Channer CGMA, FCMA
Good to know
Highlights
- 2 hours 30 minutes
- In-person
Refund Policy
Location
The Assembly Rooms
Fenkle Street
Newcastle upon Tyne NE1 5XU
How would you like to get there?

Agenda
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Arrival, registration, refreshments
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Becoming a portfolio CFO/FD: Where do I start?
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