Becoming a portfolio CFO/FD: Where do I start?

Becoming a portfolio CFO/FD: Where do I start?

The Assembly RoomsNewcastle upon Tyne, England
Wednesday, Feb 11 from 6 pm to 8:30 pm GMT
Overview

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

Headliner

Bradley Channer CGMA, FCMA

Good to know

Highlights

  • 2 hours 30 minutes
  • In-person

Refund Policy

No refunds

Location

The Assembly Rooms

Fenkle Street

Newcastle upon Tyne NE1 5XU

How would you like to get there?

Map

Agenda

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Arrival, registration, refreshments

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Becoming a portfolio CFO/FD: Where do I start?

Bradley Channer CGMA, FCMA

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Networking

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AICPA & CIMA
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