Jim Stelten, Shareholder in charge of Value Creation and Growth and Spencer Barron, CFO at WAND Corporation join Adam to talk about CFO forums. What started as a way to connect with like minded people and have a sense of community, has grown to be a major cornerstone in professional development and growth for the members.

Spencer and Jim both share their perspectives on why they stay involved in CFO forums, how to get the most out of these peer groups, and some key things to keep in mind if you are seeking to start or join a group.

The views and opinions expressed in this podcast are those of BerganKDV Wealth Management and are subject to change at any time. The content herein is general and educational in nature and should not be considered legal or tax advice.  We recommend that your consult with an attorney, tax or investment professional regarding your specific situation.  Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, an SEC Registered Investment Advisor.