Build to Scale and Position for Value and Exit

Join Miami Fintech Club × CFO Systems for an intimate executive breakfast focused on what it takes to build a company that can scale and position it for greater long-term value and a successful exit.

This interactive educational session will explore the financial and operational decisions leaders should consider as their companies grow, from strengthening financial visibility and infrastructure to preparing for investment, acquisition, or exit opportunities.

Designed as a practical conversation rather than a traditional presentation, the session will give founders and executives an opportunity to learn from experienced leaders, ask questions, and exchange perspectives with peers.

EVENT DETAILS

📅 November 3, 2026
🕣 8:30 AM to 10:30 AM
📍 CoSuite
☕ Breakfast & Interactive Educational Session

SPEAKERS

Frank Castro
Primary Session Lead

Shelly Ruwe
Director of Growth & Development, CFO Systems

Brett Frevert
Managing Director/Partner, CFO Systems

Brian Califano
Director, CFO Systems

WHO SHOULD ATTEND

Founders, CEOs, and senior executives of growing companies who are focused on scaling sustainably, strengthening their financial and operational foundations, and positioning their businesses for long-term value or a future exit.

SEATS

Limited to 30 attendees to keep the conversation focused, practical, and interactive. Registration required.

Hosted by Miami Fintech Club × CFO Systems.
Venue provided by CoSuite.

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