Owner & CFO Summit

September 11th, 2026

Springhill Suites — Stockyards, Fort Worth, TX

The Owner & CFO Summit brings together business owners and financial leaders from across the PEG network for a focused, high-impact day centered on one thing: 

Pressure Testing Your Actionable Financial Strategy

You will align strategy with execution, pressure-test your thinking with peers, and walk away with a clearer, more actionable financial plan. 

WHO SHOULD ATTEND

  • Owners and Operators  

  • CFOs, Controllers, and Financial Leaders  

  • Growth-minded businesses ready to sharpen financial discipline  

WHAT WE WILL TACKLE

This is a direct, no-fluff environment focused on the decisions that actually move your business: 

  • Cash Flow & Profit Discipline

  • Capital Allocation & Deployment

  • Valuation Thinking & Growth Strategy

  • Financial Visibility & Reporting

  • Risk Management in Uncertain Cycles

  • Owner–CFO Alignment (the real lever for execution)

WHAT YOU LEAVE WITH

  • A clearer financial strategy  

  • Better alignment between Owner and CFO  

  • Practical tools and frameworks you can implement immediately  

  • Stronger peer relationships  

  • Exposure to solutions that solve real problems