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CFO Leadership Council vs Family Business Association
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Terverifikasi September 2026
Asosiasi profesional
Terverifikasi September 2026 CFO Leadership Council
Senior finance executives - CFOs, VPs and directors of finance, controllers and chief accounting officers - at companies across the United States and Canada
Organisasi bisnis keluarga
Family Business Association
Owners, family members, emerging-generation members and non-family executives of Australian and New Zealand family businesses, family enterprises and family offices, plus the…
Yang dicatat dalam dokumen
- Role or title: CFO Leadership Council: CFO, VP of Finance, Director of Finance, Controller or a comparable senior financial leadership role; Family Business Association: No published role or title.
- Accredited-investor status: CFO Leadership Council: No published accredited-investor status; Family Business Association: Advisor members (accountants, lawyers, financial planners and consultants) complete an accreditation course to become an FBA Accredited Advisor.
- Geographic restriction: CFO Leadership Council: United States and Canada, or the virtual chapter from anywhere; Family Business Association: Australia and New Zealand.
- Annual dues: CFO Leadership Council: $495 a year; Family Business Association: A$695 a year.
Berdampingan
| CFO Leadership Council | Family Business Association | |
|---|---|---|
| Profil | ||
| Jenis | Professional association | Family-business organization |
| Didirikan | 2006 ("Back in 2006, it all began on the world-renowned MIT campus in Cambridge, MA as an informal gathering of finance executives" per the organisation's About page. Jack McCullough, an MIT Sloan graduate, is president and founder.) | 1998 (FBA dates the merger that created Family Business Australia to 1998, while tracing its origins to Family Business Services SA in 1992 and the Australian Family Business Network in 1995. It describes itself as supporting the sector for over 25 years.) |
| Kantor pusat | Boston, United States | Melbourne, Australia |
| Geographic footprint | United States and Canada: 35 metropolitan chapters plus a virtual chapter | Australia and New Zealand, with team representatives across Victoria, New South Wales, Queensland, Northern Territory, South Australia, Western Australia and both New Zealand islands |
| Anggota | 3,000as of September 2026 | Not publicly disclosed: FBA describes "a growing community of family business members and advisor members" and says 44 industries are represented across its membership, but publishes no member figure. |
| Cabang | 36 | FBA does not publish a chapter count. It lists team representation across seven Australian states and territories plus New Zealand's North and South Islands, and runs Forum Groups by region. |
| Primary audience | Senior finance executives - CFOs, VPs and directors of finance, controllers and chief accounting officers - at companies across the United States and Canada | Owners, family members, emerging-generation members and non-family executives of Australian and New Zealand family businesses, family enterprises and family offices, plus the accountants, lawyers and consultants who advise them |
| Anggota tipikal | Members are CFOs, senior vice presidents and vice presidents of finance, directors of FP&A, controllers, chief accounting officers, directors of finance and comparable senior finance leaders. There is no published company-size threshold; the organisation vets for seniority rather than employer scale. | Members are people connected to a family business, family enterprise or family office in Australia or New Zealand, at any size and any stage: the association names start-up founders, family members in the business, the emerging generation, family business leaders, non-family executives, transitioning leaders and retired mentors as its audiences. A separate advisor membership serves accountants, lawyers, financial planners and consultants seeking FBA accreditation. |
| Qualification | ||
| Peran atau jabatan | CFO, VP of Finance, Director of Finance, Controller or a comparable senior financial leadership roleThe Council also lists SVPs, directors of FP&A and chief accounting officers as qualifying titles.verified September 2026 · sumber ↗ | No published role or title |
| Status investor terakreditasi | No published accredited-investor status | Advisor members (accountants, lawyers, financial planners and consultants) complete an accreditation course to become an FBA Accredited AdvisorAdvisor dues fall from A$810 to A$635 plus GST once accreditation is complete.verified September 2026 · sumber ↗ |
| Pembatasan geografis | United States and Canada, or the virtual chapter from anywhereverified September 2026 · sumber ↗ | Australia and New ZealandFBA describes itself as the peak body for families in business across Australia and New Zealand.verified September 2026 · sumber ↗ |
| Invitation required | No | No |
| Sponsor required | No | No |
| Application process | Prospective members join online through the website and select a chapter. Eligibility is assessed on title; candidates unsure whether they qualify are invited to email the organisation. There is no sponsor, nomination or committee stage. | Family businesses join online through the FBA join page by selecting Family Business Membership and adding further family members at the reduced rate; there is no published vetting. Advisors join on a separate track and then complete the accreditation course. Forum Group entry is a four-step process rather than a purchase: an expression of interest, a conversation with the Forum Group team about fit, an introduction to the proposed facilitator, then formal placement into a group of non-competing peers. |
| Selectivity | No acceptance rate is published. The Council says it is "the only senior finance leadership community that strictly controls entry, ensuring seniority and value", but publishes no data on rejections. | Not publicly disclosed for membership, which appears open at the published rates. Forum Group placement is curated: the FBA team matches participants to a group of non-competing peers and both sides confirm the fit before joining. |
| Biaya | ||
| Iuran Tahunan | $495 a yearSingle published tier: $495 per year, covering local chapter events, national virtual events, CFO Connect and conference discounts. The Council offers a full refund if a member sees no benefit in the first month.verified September 2026 · sumber ↗ | A$695 a yearFamily Business Membership, first family member, plus GST. Each additional member from the same family business joins for A$350 plus GST.verified September 2026 · sumber ↗ |
| Biaya inisiasi | No joining fee is published or mentioned.verified September 2026 | All published prices exclude GST. Card payments attract a surcharge and processing fee; EFT does not. Prices are quoted in AUD; the join page also offers an NZD toggle. |
| Biaya program | One published rate of $495 a year. Conference registrations are additional. | A$4,345 a yearIn-Person Forum Group: ten four-hour sessions a year, plus GST. Additional participants from the same family business pay A$3,695 plus GST. Requires an FBA Family Business Membership.verified September 2026 · sumber ↗ |
| Biaya Acara | National conferences carry separate registration fees; members receive discounts. Amounts vary by event and are not published as a standing figure.verified September 2026 · sumber ↗ | All published prices exclude GST. Card payments attract a surcharge and processing fee; EFT does not. Prices are quoted in AUD; the join page also offers an NZD toggle. |
| Membership term | Annual, with a full refund offered if no benefit is felt in the first month | Annual |
| Struktur | ||
| Meeting frequency | Monthly local chapter programmes, national webinars through the year, and two national conferences | Forum Groups meet ten times a year, monthly from February to November; plus a year-round calendar of local networking events, education courses and the annual Family Business Conference: Asia-Pacific |
| Peer forums | No standing facilitated forum. Members use CFO Connect, a confidential online forum, and can join mastermind groups organised by industry or interest | Small confidential peer groups of non-competing family business peers, led by an independent facilitator, meeting ten times a year for four hours in person or three hours online. Streams include In-Person, Virtual, Women in Forum and a two-year Emerging Leaders programme. Running since 1998 on a "what's said in the room stays in the room" rule. |
| Confidentiality | CFO Connect is described as a confidential online forum and the organisation publishes a member code of conduct; chapter meetings are described as a comfortable, confidential setting | Forum Groups operate on an explicit confidentiality rule dating to the programme's founding in 1998; FBA also publishes a Member Code of Conduct. |
| Time commitment | Not documented | Forum Group participants commit to ten meetings a year, of four hours in person or three hours virtual |
| Organized as | Chapter-based, Event-focused, Virtual | Forum-based, Event-focused, Chapter-based, Virtual |
| Forum sejawat rahasia | Partial | Yes |
| Cabang-cabang lokal | Yes | Yes |
| Keanggotaan virtual | Yes | Yes |
| Komunitas daring | Yes | Partial |
| Direktori anggota | Yes | Yes |
| Acara | Yes | Yes |
| Pemrograman | ||
| Program pendidikan | Yes | Yes |
| Pengembangan kepemimpinan | Yes | Yes |
| Retret | No | Partial |
| Perjalanan | No | No |
| Program keluarga | No | Yes |
| Program untuk pasangan | No | Partial |
| Program generasi berikutnya | No | Yes |
| Diskusi investasi | No | No |
| Peluang investasi | No | No |
| Komponen filantropi | No | No |
| Penekanan pada jaringan | High | High |
| Penekanan sosial | Medium | Medium |
Berikutnya
Terakhir diverifikasi: belum ditinjau
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