Forbes Finance Council

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Forbes Finance Council Forbes Finance Council is a vetted professional networking community for senior-level finance execut

Forbes, one of the most iconic media companies in the world, and the team behind YEC, one of the most world-class entrepreneurship organizations, have partnered to create a new kind of professional community for top financial executives that proactively connects them to each other as well as best-in-class resources based on their specific business needs. After years of talking to top professionals about what they were missing, YEC’s team started looking more closely at the professional and trade organizations available to the kinds of world-class founders, business owners, executives and professionals they work with every day. What they saw was an industry in need of an update; many such organizations offer only a limited roster of superficial benefits, and do little to connect members to each other in meaningful ways. By partnering, YEC and Forbes combined YEC’s deep understanding of community building with Forbes' global reach and resources to create a better kind of professional organization -- one that considers what a leader needs in every facet of their business life, and provides one-on-one attention based on those individual needs. The end result is Forbes Finance Council, a new and innovative community for executives in successful accounting, financial planning, and wealth management firms, who now have a place to discuss and solve pressing business challenges with their peers, share their insights via thought leadership articles on Forbes.com and get personalized one-on-one support from their Forbes Finance Council concierge, who acts as an extension of their own team. Concierges work with members on a regular, ongoing basis to learn about the member’s specific business needs and challenges. With that information, the concierge proactively connects the member to the right industry peers or resources exactly when they need them. Some of those exclusive benefits and resources include the opportunity to share business insights, thought leadership and advice articles with Forbes.com’s nearly 38 million monthly readers; a business services concierge team to connect members with curated resources like travel concierge services, financing, insurance, a global workspace network and volume discounts from hundreds of vetted vendors; exclusive access to members-only VIP events and experiences; and peer-to-peer learning and educational content, to name a few highlights. And because Forbes Finance Council has a rigorous selection process, every member can be assured that they are part of a vetted peer community of the highest caliber. We invite you to see if you qualify for Forbes Finance Council.

None of these five dysfunctions are about the AI itself, and that’s the point. https://hubs.li/Q04BlV520 Written by Mike...
10/16/2026

None of these five dysfunctions are about the AI itself, and that’s the point. https://hubs.li/Q04BlV520 Written by Mike de Vere of Zest AI

None of these five dysfunctions are about the AI itself, and that’s the point.

Advisors and their clients agree. They want to use technology to save time on more menial tasks so they can focus on giv...
10/16/2026

Advisors and their clients agree. They want to use technology to save time on more menial tasks so they can focus on giving more personal financial advice and care. https://hubs.li/Q04BlTMD0 Written by Dryden Pence of Pence Capital Management

Advisors and their clients agree. They want to use technology to save time on more menial tasks so they can focus on giving more personal financial advice and care.

This tier of ownership doesn't cluster. It isn't just hard to find. It barely exists. https://hubs.li/Q04BlTQd0 Written ...
10/16/2026

This tier of ownership doesn't cluster. It isn't just hard to find. It barely exists. https://hubs.li/Q04BlTQd0 Written by Meredith Moore of Artisan Financial Strategies LLC

This tier of ownership doesn't cluster. It isn't just hard to find. It barely exists.

The discipline that helped you build wealth deserves enormous credit, but eventually money has to graduate from somethin...
10/16/2026

The discipline that helped you build wealth deserves enormous credit, but eventually money has to graduate from something you accumulate into something you use.​ https://hubs.li/Q04BlTQ90 Written by Nathaniel Tilton of Tilton Wealth Management

The discipline that helped you build wealth deserves enormous credit, but eventually money has to graduate from something you accumulate into something you use.​

Operational success depends on coordination between internal teams, advisors and external partners. The CFO cannot carry...
10/16/2026

Operational success depends on coordination between internal teams, advisors and external partners. The CFO cannot carry an IPO alone. https://hubs.li/Q04BlTQ40 Written by Sasha Morozova of Riveron

Operational success depends on coordination between internal teams, advisors and external partners. The CFO cannot carry an IPO alone.

Pallav Sharma believes enterprise automation suffers from fragmentation.A company automates one step of a process, then ...
10/15/2026

Pallav Sharma believes enterprise automation suffers from fragmentation.

A company automates one step of a process, then hands it off to another tool, which hands it to another, and the seams between them become the new bottleneck. The promised efficiency stays perpetually out of reach.

Read the full story:

Forbes Finance Council member Pallav Sharma built EvoluteIQ on one premise: automation only works when the financial discipline underneath it does too.

AI offers the potential to make institutional knowledge more accessible, searchable and usable across the business. http...
10/15/2026

AI offers the potential to make institutional knowledge more accessible, searchable and usable across the business. https://hubs.li/Q04Bd1xD0 Written by Dean Leavitt of Boost Payment Solutions, Inc.

AI offers the potential to make institutional knowledge more accessible, searchable and usable across the business.

History offers an equally important lesson: Transformative technology succeeds when trust scales alongside it. https://h...
10/15/2026

History offers an equally important lesson: Transformative technology succeeds when trust scales alongside it. https://hubs.li/Q04Bd1wF0 Written by Alex Zuck of Dun & Bradstreet

History offers an equally important lesson: Transformative technology succeeds when trust scales alongside it.

The concept of autonomous finance that acts, decides and executes with minimal human intervention is exciting, but it ha...
10/15/2026

The concept of autonomous finance that acts, decides and executes with minimal human intervention is exciting, but it has to be something you build toward carefully. https://hubs.li/Q04Bd1gc0 Written by John Gronen of Yooz

The concept of autonomous finance that acts, decides and executes with minimal human intervention is exciting, but it has to be something you build toward carefully.

Good bookkeeping provides a host of benefits that often go unnoticed unless something breaks down. https://hubs.li/Q04Bd...
10/15/2026

Good bookkeeping provides a host of benefits that often go unnoticed unless something breaks down. https://hubs.li/Q04Bd1k30 Written by Vlad Rusz of Centaur Digital Corp

Good bookkeeping provides a host of benefits that often go unnoticed unless something breaks down.

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