Forbes Finance Council

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.

Discover incredible destinations with Design Hotels.Exclusive offers are available through your EXEC membership. Include...
08/21/2026

Discover incredible destinations with Design Hotels.

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The conversation has moved away from whether Miami can be a primary business hub to how to manage the sudden growth. htt...
08/21/2026

The conversation has moved away from whether Miami can be a primary business hub to how to manage the sudden growth. https://hubs.li/Q04tNpXK0 Written by Brian Krogol of Standard Premium Finance (SPFX)

The conversation has moved away from whether Miami can be a primary business hub to how to manage the sudden growth.

Great customer conversations don't just protect revenue; they create it.​ https://hubs.li/Q04tNbDs0 Written by Andrew Co...
08/21/2026

Great customer conversations don't just protect revenue; they create it.​ https://hubs.li/Q04tNbDs0 Written by Andrew Collis of Moneypenny

Great customer conversations don't just protect revenue; they create it.​

A personal CFO can help bring decisions into a single coordinated plan, so the owner’s personal financial life can evolv...
08/21/2026

A personal CFO can help bring decisions into a single coordinated plan, so the owner’s personal financial life can evolve alongside the business long before a liquidity event occurs. https://hubs.li/Q04tLcG20 Written by Rory O'Hara of Ausperity Private Wealth

A personal CFO can help bring decisions into a single coordinated plan, so the owner’s personal financial life can evolve alongside the business long before a liquidity event occurs.

The best leaders I know and have partnered with lead by being on the ground, not by just reading a map. https://hubs.li/...
08/20/2026

The best leaders I know and have partnered with lead by being on the ground, not by just reading a map. https://hubs.li/Q04tB_9l0 Written by Doug Scott of Ethic

The best leaders I know and have partnered with lead by being on the ground, not by just reading a map.

The difference between a capable finance leader and a critical business partner often comes down to the breadth of exper...
08/20/2026

The difference between a capable finance leader and a critical business partner often comes down to the breadth of experience they bring to the role. https://hubs.li/Q04tC0_v0 Written by Andy Watts of Brown & Brown

The difference between a capable finance leader and a critical business partner often comes down to the breadth of experience they bring to the role.

For holders of Qualified Small Business Stock, Section 1045 is one of the more useful and least understood tools availab...
08/20/2026

For holders of Qualified Small Business Stock, Section 1045 is one of the more useful and least understood tools available. https://hubs.li/Q04tBXx90 Written by Sharon Olson of Olson Wealth Group LLC

For holders of Qualified Small Business Stock, Section 1045 is one of the more useful and least understood tools available.

Technology alone does not create adoption. People do. https://hubs.li/Q04tC4QN0 Written by Robert E. Williams of Anza Ca...
08/20/2026

Technology alone does not create adoption. People do. https://hubs.li/Q04tC4QN0 Written by Robert E. Williams of Anza Capital

Technology alone does not create adoption. People do.

In many retirement plans, the risk hides in the years that feel cheap, not the ones that feel expensive. https://hubs.li...
08/20/2026

In many retirement plans, the risk hides in the years that feel cheap, not the ones that feel expensive. https://hubs.li/Q04tB-fj0 Written by Dana Dunkelberger of Reliance Financial Partners

In many retirement plans, the risk hides in the years that feel cheap, not the ones that feel expensive.

A dues hike should be treated as a moment for the organization to commit to a permanent, continuous habit of demonstrati...
08/19/2026

A dues hike should be treated as a moment for the organization to commit to a permanent, continuous habit of demonstrating value. https://hubs.li/Q04ttBF60 Written by Paul Davis of Bank Slate

A dues hike should be treated as a moment for the organization to commit to a permanent, continuous habit of demonstrating value.

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