Terms

I'm Neil Shah. I host the Non-Profit CFO Roundtable (cfogroups.com).

It is free to apply and to participate. There are 15 seats. I read every application myself.

Sessions run January through December 2027: 22 sessions through December 10, 2027, every other Friday, 9 AM Central / 7 AM Pacific, 60 minutes, virtual, link sent after acceptance. The home page lists each date. I am not holding a session on April 2, September 3, or November 26.

What's said in the room stays in the room. There is no recording, transcription or AI note-taking by anyone, including me, and members agree to treat what others share as confidential.

When you click Submit, your answers are sent through Google Apps Script into a Google Sheet in my own Google account (a personal Google account). The website itself is hosted on Vercel and does not keep a copy of your application. Only I see applications. I don't share your application with anyone else, unless the law requires it.

You are allowed to miss up to 3 sessions if you give advance notice prior to the session.

To see what I have about you, correct it, withdraw your application, or have it deleted, message me on LinkedIn. I'll reply within 14 days.

Message me on LinkedIn

The full detail is on the privacy policy.