Resources — Events

Private Executive Sessions

Join curated events designed for finance, operations, and business leaders focused on value realization through data and AI.

Featured Event
September 3, 2026 Boston, MA

CFO Bourbon & Strategy – Boston

An exclusive gathering of finance leaders focused on architecting value realization through data, AI, and modern platforms.

  • Limited to 12–15 senior finance leaders
  • Invitation-only · By application
  • Final venue shared upon confirmation
Calendar

Upcoming Sessions

August 18, 2026 Dallas, TX

CFO Bourbon & Strategy – Dallas

An intimate bourbon tasting and strategy dinner for North Texas finance leaders. Peer conversation on value realization through data, AI, and modern platforms. Limited to 12–15 seats, invitation only.

Request an Invite
August 20, 2026 Houston, TX

CFO Bourbon & Strategy – Houston

A curated bourbon dinner for Houston CFOs and senior finance executives. Discussion centers on AI readiness and data-driven capital allocation. Limited to 12–15 seats, invitation only.

Request an Invite
September 3, 2026 Boston, MA

CFO Bourbon & Strategy – Boston

An exclusive gathering of New England finance leaders focused on architecting value realization through data and AI. Limited to 12–15 seats, invitation only.

Request an Invite
Track Record

Past Sessions

Miami PE Value Creation Forum

Operating partners shared frameworks for accelerating portfolio company performance through data enablement.

Nashville CFO Bourbon & Strategy

Finance leaders discussed AI readiness and data-driven capital allocation over curated bourbon tastings.

Denver Data Governance Workshop

Hands-on session mapping governance operating models for mid-market data teams.

Join an Upcoming Session

Our sessions are invite-only and limited in size. Request access and we'll match you with the right event for your role and priorities.

Request an Invite