The Premier Resource Network for CFOs &
Financial Leaders
The CFO Executive Summit
Serving CFOs and Financial Leaders of
Middle-Market and Growth-Oriented Companies
The CFO Executive Summit was launched in 2020, in partnership with the UCI Merage School of Business, with the mission of creating a non-solicitous environment for thought leadership and peer-to-peer knowledge transfer for middle-market to large-cap company CFOs in Southern California. We sponsor events throughout the year to educate CFOs on topics they are facing in the marketplace. To help steer our organization and drive relevant content, we have assembled an advisory board of CFOs to provide strategic direction to our growing organization.
Meet the Founders
Russell Watts
Co-Founder
HUB International
Vice President, Property & Casualty
Russell Watts serves as Vice President of Property & Casualty at HUB International Insurance Services, one of the largest insurance brokerage firms in the U.S. With expertise in managing complex risk transactions, Russell has developed a concierge service model, leveraging top-tier specialists across insurance areas such as property & casualty, employee benefits, high-net-worth coverage, and retirement plans. Before joining HUB, he spent eight years in commercial real estate as a Director at Cushman & Wakefield.
Russell holds a Bachelor of Science in Business Administration from Pepperdine University and served as President of the Alumni Association. He is a member of the Orange County Sheriff’s Advisory Council and sits on the Dean’s Leadership Circle at the UCI Merage School of Business.
Russell was born and raised in Orange County and lives in Aliso Viejo. He has a love for the outdoors, particularly adventures in the mountains. He has climbed the Mountaineer’s Route up the face of Mount Whitney and summited the East Ridge of Mount Russell in the Sierras.
Scott Jones
Co-Founder
Moss Adams
Business Development Executive
Scott leads practice development initiatives at Moss Adams LLP, a leading national accounting, tax, and advisory firm. His career has been dedicated to driving growth for professional services and consulting organizations within the accounting, financial services, and technology sectors, with a focus on providing business solutions to CFOs. At Moss Adams, he engages firm resources to solve the business needs and objectives of middle market companies, helping clients improve profitability, reduce tax liabilities and meet financial reporting requirements.
Scott holds a Bachelor of Science in Business Administration from the University of Southern California and a Master of Business Administration from Pepperdine University. He is a co-founder and director of the CFO Executive Summit and currently serves on the Orange County Chapter Board of the Association for Corporate Growth (ACG). He is a prior board member and past president of the Orange County Chapter of the Risk Management Association (RMA).
Scott lives in Aliso Viejo. He and his wife, Robin, have been married for over 30 years and have two adult sons. Scott has climbed Mt. Whitney several times, hiked the Grand Canyon from rim to rim, and made the trek to Everest Base Camp.