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CFO Exchange Group (CFOx) is a protected, thought leadership, member-driven intelligence organization for top finance executives of Tampa Bay's small to mid-sized companies.

CFOx empowers leading finance executives by providing a secure environment to cultivate relationships and interact with peers in the exchange of ideas, best practices and experiences, and serve as a sounding board for technical and business matters.


Having a diverse group of member companies provides unique perspectives.


Our members have a combined employee count of 10,000+ people


Member companies in CFOx have combined annual revenues of $2B+ dollars.



I have been involved with various groups and organizations throughout my professional life, but I have not been a part of one as well run as CFOx, and I believe that to be a function of the leadership’s effort, foresight and proactive approach. I’m happy to be a member, and I get true value from all of the content.

Jim Orchard

CFO, Walker Consultants

CFOx has been a valuable part of my business life for the past several years. I appreciate the many opportunities throughout the year to network with and learn from a diverse group of experienced CFO’s in both a casual and confidential setting.

Rob Posavec

CFO, U.S. Wholesale Pipe &. Tube, Inc.

Being a member of CFOx has been very worthwhile. Networking with other CFOs in an atmosphere of trust and openness facilitates knowledge sharing. The breadth of industry representation adds to the value of membership. The discussion topics are relevant and timely. I am extremely pleased to be a part of this organization.

Dan Kashdin

CFO, AgAmerica Lending

Being a part of CFOx is like no longer living on an island. The opportunity to discuss challenges in an open, confidential environment with peers and industry specific experts has been invaluable to my role as the financial executive in our company.

Dan Carr

CFO, DOW Electronics

CFOx has been a great resource for our company. Being a member provides access to expert information on a range of timely and critical topics. The group is very well organized, meetings are content-rich and efficient, and the other members are experienced and knowledgeable CFOs and finance leaders.

Taylor Garland

CFO, Symphonic Distribution

CFOx has provided me with a venue for establishing relationships and interacting with other CFOs in the Tampa Bay Area for the purpose of sharing information, generating ideas and problem solving. In short it is a fantastic resource and has assisted me in becoming a better CFO.

Trae Sellers

CFO, OneTouch Direct

I have been a member of CFO Exchange Group for several years and it has proven to be invaluable to me and our organization. CFO Exchange Group provides a confidential forum for CFOs/Top Finance Leaders to discuss issues of importance to our respective companies. By sharing ideas/solutions all of us and our organizations are better.

Shawn E Wildermuth CPA

CFO, Rizzetta & Company, Inc.

CFOx has been a great resource for both myself, and the companies I work with. The information provided and networking within the group and partners has been extremely helpful in terms of idea sharing, brainstorming, and overall problem solving. I'm grateful to have found such a resourceful group!

Lauren Colson

Sr. Director of Finance, The Penny Hoarder & CFO-Owner, Colson Strategies

I am amazed at the value I get out of the CFOx group. Being in a unique industry, I was concerned the information wouldn’t be as meaningful to me but each meeting I walk away with valuable takeaways. It is nice to have a professional group to float and bounce ideas off. I also enjoy the professional and personal relationships that have been established. I value the group and its organizers.

Shira Martin

CFO, J.C. Newman Cigar Company


We are proud to have such a diverse group of finance leaders.

Learn More

Member Companies





$ B+

Annual Revenue


We are looking forward to your invovlement in our events.


CFO Roundtable

Partner Contribution: Shumaker


Tampa Bay Rays Summer Social

  • Rob Gagliardi, CFO, Tampa Bay Rays


CFO Roundtable


Tax Changes & The Evolution of Cybersecurity


Holiday Social

5:30 PM to 7:30 PM

Looking for more information?

Contact Us