CFO Consulting Partners

CFO Consulting Partners We are a consulting firm that provides senior-level financial management services to small and midsized public and private companies.

Last chance to register for Winning in the New World 2026!If AI and stablecoins are top of mind in your organization, th...
06/03/2026

Last chance to register for Winning in the New World 2026!

If AI and stablecoins are top of mind in your organization, this session will help you figure out how to approach both, especially when it comes to data, decision-making, and risk.

Join us in person at the Goodwin Office in the New York Times building on June 9 and hear from subject matter experts at Goodwin Procter, Grant Thornton, Delfi Labs, along with senior banking leaders and other industry experts.

Register here. https://monkeylink.co/b8f53c

AI is getting a lot of attention across banks, Fintech, and credit unions. But not everyone is getting it right. Are you...
05/27/2026

AI is getting a lot of attention across banks, Fintech, and credit unions. But not everyone is getting it right. Are you? It’s the topic of this year’s Banking and Fintech conference, Winning in a New World 2026.

Join us on June 9 and hear from experts at Goodwin Procter, Grant Thornton, Delfi Labs, along with senior banking leaders and other industry experts who will discuss where AI fits into the CFO’s role, how it’s being used across financial services, and how to get it right with the right data behind it. Register here! https://monkeylink.co/b8f53c

Everyone’s talking about AI. Fewer teams are clear on where it belongs, how to use it, and what to trust. We’re getting...
05/20/2026

Everyone’s talking about AI. Fewer teams are clear on where it belongs, how to use it, and what to trust.

We’re getting into all that on June 9 at our annual Banking and Fintech conference, Winning in the New World 2026. We’ll cover data, AI-related decision-making, and how stablecoins are starting to factor into deposits, liquidity, and risk.

You’ll hear from subject matter experts at Goodwin Procter, Grant Thornton, Delfi Labs, along with senior banking leaders and other industry experts.

Register here. //monkeylink.co/b8f53c

Last chance to register for the upcoming Nonprofit Council! Nonprofit M&A is becoming a key strategy for long-term susta...
05/18/2026

Last chance to register for the upcoming Nonprofit Council!

Nonprofit M&A is becoming a key strategy for long-term sustainability—but it requires strong financial planning, governance, and alignment.

Join us to learn how to build the financial infrastructure needed for smarter, more sustainable growth.

You’ll learn:
How nonprofit financial decision-making differs
How to build an effective FP&A process
How to forecast cash needs and maintain stability
What a board-ready financial package includes

Register here: https://monkeylink.co/14b1c8

&A

Are you feeling pressure from rising costs, tighter budgets, and growing demand—while also planning for long-term growth...
05/14/2026

Are you feeling pressure from rising costs, tighter budgets, and growing demand—while also planning for long-term growth or potential mergers?

Nonprofit M&A is increasingly used to strengthen impact and resilience, but it requires a different approach rooted in mission, governance, and financial discipline.

Join the next Nonprofit Council to learn how to build stronger financial infrastructure for smarter, more sustainable growth.

Register now: https://monkeylink.co/14b1c8

&A

Nonprofit mergers and acquisitions are increasingly used to scale impact and strengthen resilience, with more than 75% o...
05/12/2026

Nonprofit mergers and acquisitions are increasingly used to scale impact and strengthen resilience, with more than 75% of nonprofit leaders having considered a merger. But nonprofit M&A requires a different approach—balancing mission, governance, and financial discipline.

Join the next Nonprofit Council to learn how to strengthen your financial foundation and support smarter, more sustainable growth. You’ll walk away with insights on FP&A, cash forecasting, and building board-ready financial reporting.

Register today to save your spot: https://monkeylink.co/14b1c8

&A

Is your loan portfolio ready for the next wave of market volatility? Between shifting tariffs and rising inflation, the ...
04/30/2026

Is your loan portfolio ready for the next wave of market volatility?

Between shifting tariffs and rising inflation, the impact on commercial banks is more unpredictable than ever. In this free webinar, CFO Consulting Partners joins Ardmore and ProSight to share proactive risk management strategies and stress testing best practices. Learn how to strengthen your balance sheet and show examiners that you’re prepared for whatever the economy throws your way next.

Watch the on-demand webinar now: https://cfoconsultingpartners.com/download_tool/contain-credit-uncertainty-with-stress-testing-practices/

AI is getting a lot of attention across banks and credit unions. But not everyone is getting it right. Join us May 12 in...
04/29/2026

AI is getting a lot of attention across banks and credit unions. But not everyone is getting it right. Join us May 12 in NYC for Winning in a New World 2026 to explore AI’s role in finance & how to get it right with strong data.

Register here https://monkeylink.co/b8f53c

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AI is getting a lot of attention across banks and credit unions. But not everyone is getting it right. Join us May 12 in...
04/29/2026

AI is getting a lot of attention across banks and credit unions. But not everyone is getting it right. Join us May 12 in NYC for Winning in a New World 2026 to explore AI’s role in finance & how to get it right with strong data.

Register here https://monkeylink.co/b8f53c

We’ve been in your shoes because we’ve sat in those seats. Founded by former Big Four CPAs and Fortune 500 executives, C...
04/28/2026

We’ve been in your shoes because we’ve sat in those seats.

Founded by former Big Four CPAs and Fortune 500 executives, CFO Consulting Partners provides the senior-level leadership that small and mid-sized companies need to scale. From M&A and exit strategy to audit readiness and FP&A, we help companies solve complex finance challenges with confidence.

Learn more about who we are and how we work with clients: https://cfoconsultingpartners.com/about/

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10 Nassau Street , Suite 21
Princeton, NJ
08542

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