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CEO Climb Event: Future-Focused Finance: What Every CEO Needs to Know

Tuesday, September 29, 2026 8:00 a.m. - 9:30 a.m. PDT

Future-Focused Finance: What Every CEO Needs to Know 

Most CEOs find out their financial blind spots exist the hard way, after a cash crunch, a missed opportunity, or a decision that looked fine on paper and fell apart in practice.  

The good news: those blind spots are predictable, and preventable, if you have the right person and the right tools in place. 

In this Vistage CEO Climb Event, award-winning Vistage speaker K. Scott Crawford shares the formula behind sound, financially grounded decision-making, drawing on lessons from decades of fractional CFO work across thousands of clients. 

After an engaging 90-minute session, you’ll walk away with an experience-based understanding of: 

  • Why your P&L is letting you down when it comes to confident decision-making. 
  • How to build a future-minded conscious and subconscious thought process. 
  • The real difference between a (financial) Controller and a (true) CFO. 
  • The characteristics and benefits of the financial tools that help you and your company become more strategic, more proactive, more decisive, and more profitable. 

 

Register today to learn about the tools you need, before you’re the one who didn’t see it coming. 

About Vistage CEO Climb Events 


Peak performers climb higher when they surround themselves with peers who’ve got their back. Our CEO Climb Event is an exclusive monthly event for business leaders to take their companies — and their teams — to a whole new level of success. There is no charge or obligation — just a great opportunity to: 

  • Join other business leaders around the country who are dedicated to elevating their company and leadership. 
  • Participate in an engaging Q&A session. 
  • Gain insight into what gives some of the world’s top-performing CEOs a tremendous competitive advantage. 

Event Speakers


K. Scott Crawford, Vistage Speaker

K. Scott Crawford is a business strategy and development expert with a background in strategic partnerships, competitive analysis, and M&A activity, along with experience in venture capital, international entity management, and both internal and external training. Scott recently retired as a Partner at Preferred CFO, a national fractional/outsourced CFO firm. A highly rated, award-winning speaker, he continues to share real-world lessons on how strong financial teams and tools help companies become more strategic, more proactive, and more profitable. Scott has won Vistage Top Speaker awards in 2023, 2024, and 2025, and is a current Vistage Trusted Advisor group member.

Bill Niemi, Vistage Chair

Bill Niemi became a CEO at 29, during a severe economic downturn, and learned fast that leading in isolation limits both perspective and performance. He became a Vistage member in 1985, sharpened his decision-making, and built stronger companies as a result. After more than 40 years leading and turning around companies, Bill returned to Vistage as a Chair, now serving CEOs, Key Executives, and senior leaders across multiple peer groups in the Sacramento region. He's also the Visionary Founder of the Boundless Love Leadership Collective, a leadership development community for accomplished leaders focused on self-awareness, emotional intelligence, and decision-making.

Agenda

Virtual Event

8:00 - 8:05 AM
Welcome

8:05 - 9:00 AM
Future-Focused Finance: What Every CEO Needs to Know with K. Scott Crawford

9:00 - 9:15 AM
Q&A with K. Scott Crawford

9:15 - 9:25 AM
Vistage Member Ambassador Story

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