The intention is to have enough interaction to build community, but not so much that it is a burden. Controllers are busy people!

Lunch working sessions (11:00AM – 1:00PM)-

1. Quarterly
2. No host lunch
3. 2- hours duration (strictly enforced)
   • Q1: Technology: Systems, ERP, Applications, and Automation [Third Thursday in March (3/20/25)]
   • Q2: People: Salary Survey, Hiring, Labor market, Team Building, People Development [Third Thursday in May (5/22/25)]
   • Q3: Finance: Budgeting, forecasting, planning, analysis, data visualization [Last Thursday in August (8/28/25)]
   • Q4: Career: Movement to CFO & Controller of the Year [second Thursday in November (11/13/25)]

Check-in Meetings (Every 3rd Wednesday 4:30PM – 5:00PM)

1. Monthly
2. ZOOM (all have video cameras turned on)
3. 30-minutes (strictly enforced)
4. News, GAAP, updates, scheduling, help requests, introductions

Annual Event

1. To be determined

Lunch with Prospective New Members

1. As needed
2. Totally voluntary (mostly handled by advisors)