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SF Tech Week 2026

CFO Workshop: Using the Budget Cycle to Strengthen Your Board Relationship

Hosted by The F Suite

When
11:30 AM – 3:30 PM
Where
Union Square
Format
Roundtable / Workshop
CFO Workshop: Using the Budget Cycle to Strengthen Your Board Relationship artwork

/ About this event

Annual planning gives CFOs something rarer than a budget approval: sustained, structured time with the board. Most of the calendar year runs on quarterly updates and crisis management. Planning season runs differently, and few finance leaders treat it as the asset it actually is.

This session reframes the planning cycle as a relationship lever. We will explore how CFOs use planning conversations to communicate priorities early, invite board input before decisions harden and build enough trust during a low-stakes cycle to navigate the high-stakes ones later. The premise is direct: boards engage well when they are given room to engage, and planning season offers the widest room of the year.

This event is a part of #SFTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.

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