For the people who own
the firm's own financial performance.
CFOs, finance directors, controllers, and the partners accountable for the financial health of the firm itself — profitability, partner economics, billing and realization, cash flow, and capital.
- Firm profitability, margin, and financial reporting — the numbers that actually tell you how the business is doing.
- Partner compensation models and economics — structures, formulas, and what the market looks like across peer firms.
- Billing, realization, collections, and pricing discipline — where revenue is leaking and how to stop it.
- Cash flow, capital planning, and investment decisions — balancing growth spending with distributions and working capital.
- Financial planning, budgeting, and forecasting — building a model for a professional services firm that actually works.
- KPIs, dashboards, and management reporting — what to measure and how to make it visible across the firm.
Every Financial Leaders session includes a working block on AI and technology — how AI and modern systems sharpen firm financial reporting, automate billing and realization analysis, give finance leaders real-time visibility into firm performance, and change the economics of what it costs to run the business.
Two working sessions per year — focused, agenda-driven, peer-led — plus a dedicated Financial Leaders track at the annual Insight summit and async member discussions in between.
CFOs, finance directors, controllers, and the partners whose job is the financial health of the firm itself — not client work, but the business behind the practice.