Peer Executive Groups Owner and CFO Summit
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Peer Executive Groups is very excited to be hosting an Owner and CFO Summit on September 11th in Fort Worth Texas!
Signup Link: https://luma.com/lks6eul1
Great for any leaders or future leaders in your Equipment Rental Business!
Event Itinerary:
7:00-8:00 am: Breakfast and Networking
8:00-9:00 am: Keynote Speaker- Financial Management for Growth & Profitability – TM Capital
9:00-10:00 am: Two Choices: Fueling Growth: Capital Strategy & Access – MultiFunding, Monomoy CRE
Recording, Reporting & Projecting: The Controller’s Role — Panel: Warnick Group, Cherry Bekaert, Jen Linchuk-Action Rentals
10:00-11:00 am: Two Choices: Why the Leading Indicators Matter – Dan Crowley & Avery DuBose-Rental Guys
Protecting the Sale: Credit, Risk & Collections — IBS, CCFG, Ryan Ouye-Service Rentals & Supplies
11:00-12:00 pm: Two Choices: Protection in Uncertain Times – JWL, Preservation Wealth
Who Owns IT? Systems, Data & Accountability — EZ Micro, Inauro
12:00-1:00 pm Lunch & AI in our Industry — Quipli
12:00-3:00 pm: Expert's Exposition: Ask questions of leaders and vendors in the industry!
2:00-4:00 pm: Best Practice Roundtable Discussions
Evening Experience: Stockyard Championship Rodeo
News details or press release text:
The Peer Executive Groups Owner & CFO Summit brings together business owners and financial leaders from across the PEG network for a focused, high-impact day centered on one thing: Pressure Testing Your Actionable Financial Strategy
You will align strategy with execution, pressure-test you're thinking with peers, and walk away with a clearer, more actionable financial plan.
WHO SHOULD ATTEND
Owners and Operators
Any Future Leaders in your business
CFOs, Controllers, and Financial Leaders
Growth-minded businesses ready to sharpen financial discipline
WHAT WE WILL TACKLE
Cash Flow & Profit Discipline
Capital Allocation & Deployment
Valuation Thinking & Growth Strategy
Financial Visibility & Reporting
Risk Management in Uncertain Cycles
Owner–CFO Alignment
WHAT YOU LEAVE WITH
A clearer financial strategy
Better alignment between Owner and CFO
Practical tools and frameworks you can implement immediately
Stronger peer relationships
Exposure to solutions that solve real problems
Cost: $895
Signup Link: https://luma.com/lks6eul1
Great for any leaders or future leaders in your Equipment Rental Business!
Event Itinerary:
7:00-8:00 am: Breakfast and Networking
8:00-9:00 am: Keynote Speaker- Financial Management for Growth & Profitability – TM Capital
9:00-10:00 am: Two Choices: Fueling Growth: Capital Strategy & Access – MultiFunding, Monomoy CRE
Recording, Reporting & Projecting: The Controller’s Role — Panel: Warnick Group, Cherry Bekaert, Jen Linchuk-Action Rentals
10:00-11:00 am: Two Choices: Why the Leading Indicators Matter – Dan Crowley & Avery DuBose-Rental Guys
Protecting the Sale: Credit, Risk & Collections — IBS, CCFG, Ryan Ouye-Service Rentals & Supplies
11:00-12:00 pm: Two Choices: Protection in Uncertain Times – JWL, Preservation Wealth
Who Owns IT? Systems, Data & Accountability — EZ Micro, Inauro
12:00-1:00 pm Lunch & AI in our Industry — Quipli
12:00-3:00 pm: Expert's Exposition: Ask questions of leaders and vendors in the industry!
2:00-4:00 pm: Best Practice Roundtable Discussions
Evening Experience: Stockyard Championship Rodeo
News details or press release text:
The Peer Executive Groups Owner & CFO Summit brings together business owners and financial leaders from across the PEG network for a focused, high-impact day centered on one thing: Pressure Testing Your Actionable Financial Strategy
You will align strategy with execution, pressure-test you're thinking with peers, and walk away with a clearer, more actionable financial plan.
WHO SHOULD ATTEND
Owners and Operators
Any Future Leaders in your business
CFOs, Controllers, and Financial Leaders
Growth-minded businesses ready to sharpen financial discipline
WHAT WE WILL TACKLE
Cash Flow & Profit Discipline
Capital Allocation & Deployment
Valuation Thinking & Growth Strategy
Financial Visibility & Reporting
Risk Management in Uncertain Cycles
Owner–CFO Alignment
WHAT YOU LEAVE WITH
A clearer financial strategy
Better alignment between Owner and CFO
Practical tools and frameworks you can implement immediately
Stronger peer relationships
Exposure to solutions that solve real problems
Cost: $895
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Where is it happening?
Springhill Suites Stockyards Fort Worth Texas, 2308 N Houston St, Fort Worth, TX 76164-8157, United States
Event Location & Nearby Stays:
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Host or PublisherPeer Executive Groups
