Contact

Get in touch

Whether you're ready to book a Direction Session, have a question about a report, or want to discuss your evaluation — we'll get back to you within 24 hours.

Other ways to reach us

Book a call

If you already know you want a Direction Session, book directly.

View calendar
What to expect
We respond to every message within 24 hours.
No sales pitch. We'll ask about your situation and point you in the right direction.
If we're not the right fit, we'll tell you.

Send a message

Independent FP&A & EPM advisory for mid-market finance teams.

Helping CFOs, Controllers, and FP&A leaders choose, negotiate, and implement the right finance stack – without pay-to-play bias.

© 2026 CFO Shortlist. All rights reserved.

Independent, buyer-first EPM advisory.

No vendor compensation or pay-to-play sponsorships.