Connect with finance leaders from across The Council’s member firms through a confidential peer community focused on the financial, regulatory, technology, and operational issues shaping insurance brokerages. Explore the 2026 CFO Working Group and discover how to get involved.
The 2026 CFO Working Group Toolkit provides an overview of The Council’s year-round Working Groups program and a closer look at the peer community designed for CFOs, Directors of Accounting, FP&A leaders, controllers, and other senior finance professionals.
Download the toolkit to explore the group’s 2026 meeting schedule, participating member firms, leadership, and recent discussions on AI and automation, finance dashboards, KPIs, budgeting, producer expenses, and compensation. The resource also highlights recurring areas of focus, including tax reform, cyber regulation, premium trust rules, surplus lines, technology integration, and measuring AI ROI.
The toolkit also explains how Council members can participate through in-person meetings, the Operations Leadership Forum, virtual programming, benchmarking, and year-round peer engagement. Working Groups are available to leaders at Council member firms at no additional cost.
