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  • Exit Planning Exchange
Exit Planning Exchange
Oct
06

XPX Greater Boston & the French American Chamber of Commerce of New England (FACCNE): When Is a Fractional CFO the Right Answer? Scaling Finance Without the Full-Time Cost

Details

Date & Time

Tue, Oct 6th, 2026 ⋅ 5:30pm - 7:30pm (EDT)

Location

Sullivan & Worcester LLP (1 Post Office Square, Boston, MA 02109)

Tickets

FACCNE Members
$0.00
Greater Boston Members
$0.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Fee
$90.00
XPX Chapter Network Members
$50.00
XPX Chapter Network Members Same Day
$75.00
Guests

Registrants

51 people attended
RG
MK
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
BS
DP
+46

Join XPX Greater Boston and the French American Chamber of Commerce of New England (FACCNE) for a lively panel discussion on the evolving role of a Fractional CFO.

Topics to be discussed:

  • When does a Fractional CFO make sense?
  • What role does the Fractional CFO play?
  • Who hires the Fractional CFO?

Moderator:

Priya Chanduraj
President
FinTeam One

Panelists:

Stacy Swider
Venture Investor
Mass Ventures

Rick Clemon
Founder
Clemon Consulting

Ruben Klein
Founder
R. Klein Consulting

Ian Young
Managing Director US Northeast
The CFO Centre


Agenda:

5:30 – 6:00 pm: Networking
6:00 - 6:45pm: Panel
6:45 - 7:30pm: Networking

Registrations Fees:

Greater Boston Members: $0.00.  There is no charge for this event but registration is required for catering planning and building access.

FACCNE Members: $0.00. Registration code is required. Please contact your organization to get your code.

XPX Chapter Network Members: $50.00
XPX Chapter Network Members Same-Day: $75.00

Non-Members - $75.00
Non-Members Same: $90.00

Registration fee includes food and drinks.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RG
Ronald Grasso
UBS Financial
MK
Meaghan Krupa
Hinckley, Allen & Snyder LLP
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
BS
Brian Sergenian
MLG Capital
DP
Damien Perera
KeyBank
Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston
Lew Segall
Sullivan & Worcester LLP
MR
Michael Radin
Shipman Goodwin LLP
JZ
Jean Zick
Juna Financial
AC
Allison Chisolm
Choice Words/Chisolm & Co.
MS
Mark Sees
JP Morgan Chase
ST
Stan Thouveny
EF Education First
Armen Krmzian of Bank of America is a member of XPX Greater Boston
Armen Krmzian
Bank of America
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
PC
Priya Chanduraj
SS
Stacy Swider
Mass Ventures
RK
Ruben Klein
R. Klein Consulting LLC
IY
Ian Young
CFO Centre
RC
Rick Clemon
Clemon Consulting
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Kevin Jolley of Shields & Company is a member of XPX Greater Boston
Kevin Jolley
Shields & Company
FK
Frank Kosky
Maximus Partners
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
KF
Kevin Felton
US CFO's
RS
Robert Schildkraut
Falcon Management LLC
Rena Clark of AlignPath Advisory, LLC is a member of XPX Greater Boston
Rena Clark
AlignPath Advisory, LLC
EO
Erin O’leary
Pegasus Capital
AT
Agathe Thomasson
Tregshield Bio
MB
Mike Bowden
Bay Farm Advisory
BK
Brad Kayton
CFO Center
CS
Craig Cepa(r) Cpwa(r) Mba Slater
N. Atlantic Private Wealth at Raymond James
CM
Colin Murtha
Merrill Lynch Wealth Management
MICHAEL AUDRAIN of  is a member of XPX
Michael Audrain
TPW
CM
Charles Melanie
Bureau narrative
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
SS
Sep Salimi
Rockland Trust
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
SC
Sebastien Cuvelier
CohnReznick Advisory LLP
RC
Rob Ciampa
Business Catalytics
LW
Ludivine Wolczik
FACCNE
BL
Bill Lemos
Howden Insurance Group
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth at J.P. Morgan
AF
Adam Fazzini
BNY Wealth
SB
Susan Black
CAPTRUST
MM
Maria Manning
Partnership for AI
AK
Alex Khalarian
Fox Rothschild LLP
MK
Michael Kissane
Canam Buildings
BM
Brien Moriarty
BNY Wealth
DC
Dan Corcoran
MCRC