Designing Your Fractional Practice: From Pipeline to Priorities
As more executives choose portfolio careers and companies seek experienced talent without full-time overhead, the fractional model is redefining modern leadership.
Join two fractional CFOs, a CEO, and an investor for a candid discussion on what it takes to build and sustain a successful fractional practice from pipeline to priorities.
You’ll learn how to navigate the shift into fractional or advisory work, balance competing client demands, and create predictable, long-term sustainability.
Expect practical takeaways, including how to:
Build a steady client pipeline and nurture relationships
Find the right balance of clients, capacity, and focus
Structure engagements for both flexibility and stability
Understand how investors and CEOs assess the value of fractional leaders
Schedule:
6:00–6:30 PM: Welcome networking
6:30–7:15 PM: Panel conversation featuring prepared questions followed by audience Q&A
7:15–8:00 PM Continued networking and discussion of topics
Refreshments and light food will be available.
Withum is a forward-thinking, technology-driven advisory and accounting firm committed to helping our clients be more profitable, efficient and productive in today's complex business environment. We provide the industry expertise and innovative solutions you need to Be in a Position of StrengthSM. Get to know us at www.withum.com.
Build Scale Grow helps founders beat the odds through focused, efficient scaling. We deliver expert guidance and connections—all at a fraction of the cost of full-time hires. We specialize in helping introverted founders in Social Impact, EdTech, and Health Tech startups succeed.
Founded in 2016, the New York Tech CFO Group is a free forum for finance leaders to share insights on strategic planning, benchmarking, and financial solutions. We host regular in-person gatherings from casual happy hours and breakfasts to educational and networking events.
