CLEAR LEADERSHIP ROUNDTABLE

A Confidential Peer Space for CFOs and Senior Accounting & Finance Leaders

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Transform Your Leadership with this Peer Based Community

This community provides a monthly, peer-level roundtable for experienced finance leaders who want a trusted place to think out loud, strengthen leadership influence, and translate financial insight into real impact, without selling, judgment, or posturing.

Why This Roundtable Exists

CFOs and Senior Accounting & Finance Leaders carry a unique kind of responsibility.You’re expected to:✅ Have the answers
✅ Translate complex financial realities to non-financial leaders
✅ Influence decisions without always having authority
✅ Absorb pressure from every direction
And yet, there are very few places where you can talk openly with peers who truly understand the role.This roundtable exists to provide that space.CLEAR: CFO • Leadership • Executive • Advisory • Roundtable

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What Participants Typically Gain

✔️ Perspective from peers who understand the role✔️ Stronger executive presence and communication✔️ Better ways to translate financial insight into influence✔️ A place to think through decisions before responding✔️ Relief from carrying everything alone

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What this Group is

➕ A confidential, peer-level roundtable➕ Designed specifically for CFOs and senior accounting/finance leaders➕ Monthly 60-minute virtual sessions➕ Small group format to encourage real conversation➕ Facilitated, but not scripted or performative➕ Focused on real-world leadership challenges, not theory

What this Group is NOT

❌ Not a training program❌ Not a coaching pitch❌ Not a networking-for-networking’s-sake group❌ No selling, pitching, or self-promotionThis is a judgment-free, peer-to-peer space built on trust and shared experience.

Who this is for

➕ CFOs➕ Controllers➕ VPs of Finance➕ Senior Directors / Leaders in Accounting, Finance, Audit, or Tax➕ Fractional CFOs or Controllers➕ Other Senior Leaders

How can I join?

CLEAR is a complimentary, invitation-only peer roundtable for experienced accounting, finance, audit, tax, and business leaders.If this sounds valuable, the next step is to request an invitation. The invitation helps ensure fit and maintains the integrity of the group.

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Facilitating the Conversation

This roundtable is facilitated by two experienced accounting and finance leaders who understand the realities of senior roles and the pressure that comes with them.

Lisa Dy, CPA, MBA

Lisa is a former corporate leader and leadership speaker and advisor who works with senior leaders navigating high-stakes decisions, complex dynamics, and constant expectations to perform. Her role is to create a thoughtful, judgment-free environment where leaders can think clearly, communicate effectively, and learn from one another.

Linda Diakite-Karressy

Linda is a fractional CFO who uses her corporate experience to help small businesses and nonprofits navigate real-world finance decisions.

Together, they facilitate a confidential, peer-level space designed to encourage honest dialogue, shared perspective, and better leadership decisions, without agendas, posturing, or selling.