2014 Chief Financial Officer Leadership Forum
2014 Chief Financial Officer Leadership Forum
February 26, 2014 - San Francisco, CA
JOIN LIKE-MINDED PROFESSIONALS IN YOUR FIELD FOR A FULL DAY OF LEARNING. EXPLORE CUTTING EDGE CONTENT AND EXPAND YOUR NETWORK WITH THE BEST AND BRIGHTEST EXECUTIVES IN THE REGION!
Argyle Executive Forum’s 2014 Chief Financial Officer Leadership Forum will explore which approaches and strategies will cement the Chief Financial Officer’s place at the helm of the company as they steer their businesses forward in this volatile economy.
Argyle Executive Forum is bringing together CFOs, Treasurers, VPs of Finance, Controllers, and corporate finance leaders from a variety of industries. Using a discussion-based format, our 2014 Chief Financial Officer Leadership Forum in San Francisco will focus on several areas including: “Effective strategies for driving sustainable growth and innovation,” “The changing role of the CFO,” “Cost leadership,” “Risk mitigation,” “Fraud management,” “Succession planning,” and “The impact of social media and cloud computing on the bottom line.”
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This event will feature insights from top executives, including:
SunPower Corporation View Bio »
Charles (Chuck) D. Boynton serves as executive vice president and chief financial officer for SunPower Corp., where he leads the company's treasury, project finance, investor relations, financial planning, accounting and corporate development organizations. Previously, he was the company’s vice president of corporate finance and corporate development, with global responsibility for finance, planning and analysis and leading strategic investments, joint ventures, and mergers and acquisitions. Prior to joining SunPower, Boynton was chief financial officer for ServiceSource International, where he was responsible for all aspects of finance, accounting, legal and facilities. Boynton also held the position as chief financial officer at Intelliden where he drove finance, legal, IT, human resources and professional services. Earlier in his career, Boynton held key financial positions at Commerce One, Inc., Kraft Foods, Inc. and Grant Thornton, LLP, and is a current member of the board of trustees of the San Jose Technology Museum of Innovation. Boynton was a certified public accountant, State of Illinois, and a Member FEI, Silicon Valley Chapter. He earned his MBA at Northwestern University and his Bachelor of Science in Business from Indiana University.
VMware View Bio »
Jonathan Chadwick is the Chief Financial Officer and Executive Vice President of VMware, a $5 billion software company that provides cloud and virtualization software and services to customers around the world.
Prior to joining VMware in 2012, Chadwick was a Corporate Vice President of Microsoft and the CFO of Skype, a division of Microsoft that enables real-time communications and instant messaging over the Internet. Chadwick joined Skype before Microsoft acquired it and as the company prepared for its IPO. He was responsible for finance, strategy and facility functions.
In previous roles, Chadwick was the CFO of McAfee, Inc., a global security software company acquired by Intel in 2011, where he oversaw finance, facilities, procurement, manufacturing and IT. He spent more than a decade at Cisco Systems in a number of Finance leadership roles. He oversaw Cisco’s finance teams for the service provider, enterprise, commercial and consumer customer segments. He was also Cisco’s Corporate Controller and head of Corporate Finance. In addition, Chadwick worked for Coopers & Lybrand in various roles in the US and UK.
Chadwick is a Chartered Accountant in England and holds an honors degree in electrical and electronic engineering from the University of Bath, UK. He is a board member of F5 Networks and chairs the Audit Committee.
Oracle View Bio »
Rich Clayton is vice president of marketing for Oracle's Business Intelligence and Performance Management products. In this role, Mr. Clayton works in Oracle's new Enterprise Performance Management (EPM) Global Business Unit and is responsible for driving the global go-to-market strategy for products, channels and sales enablement for the BI and EPM markets.
For the last 17 years, Mr. Clayton has been marketing enterprise software applications and technology for large, multi-national companies. At Hyperion, Mr. Clayton was vice president of product marketing responsible for go-to-market planning, product positioning, market strategy, sales enablement and pricing and licensing.
Prior to joining Hyperion, Mr. Clayton was vice president of marketing for a venture backed startup focused on building online e-marketing services for Fortune 1000 companies.
Before marketing enterprise software, Mr. Clayton worked in corporate finance for several years and was a public auditor with McGladery & Pullen.
Mr. Clayton earned his bachelor's degree in accounting from Loras College.
SunWize Technologies View Bio »
As Chief Financial Officer, Mr. Cunningham is responsible for controllership, accounting, treasury, and all financial functions at SunWize. Prior to joining SunWize, he was Chief Financial Officer at SunEdison for three years from its time as an equity-backed startup through its acquisition. Mr. Cunningham has 17 years of experience at General Electric Company. During his tenure, his division of General Electric met its profit targets for 14 consecutive quarters. Mr. Cunningham holds a BS in Finance from the University of Illinois. He is also a graduate of General Electric’s Financial Management Program and INSEAD’s International Executive Program (IEP). His professional affiliations include membership in Financial Executives International and the Solar Energy Industry Association Finance Council.
Bank of the West View Bio »
Duke Dayal was named Chief Financial Officer of Bank of the West in March 2010. Based in San Francisco, Dayal is also a member of the bank's Executive Management Committee.
Dayal has more than 20 years of experience in international finance and was most recently a Managing Director of Brysam Global Partners, a New York-based private equity firm focused on investing in financial services.
Prior to Brysam, Dayal was an executive with Citigroup serving in finance roles in the U.S., Europe and Asia. Among those roles was CFO of Citibank West, where he led the integration of Golden State Bancorp. Dayal also held senior finance roles in North America, Europe and Africa at Diageo, a leading consumer products company.
Dayal received a degree in Accounting and Finance from Notthingham Trent University, England and is a member of the Chartered Institute of Management Accountants in England.
Federal Reserve Bank of Dallas View Bio »
John is Associate Director of Research and Vice President at the Federal Reserve Bank of Dallas, where he supervises and conducts research in macroeconomics and finance. Prior to joining the Federal Reserve Bank of Dallas in 1991, John was an economist at the Federal Reserve Board from 1986 to 1991--where he briefed former Fed Chairman Greenspan, former Fed Chairman Paul Volcker, and the Federal Reserve Board--and was a part-time lecturer at the University of Maryland. John now teaches money and banking as an Adjunct Professor at Southern Methodist University. During his years in the Federal Reserve System, John has given many presentations and has published over 60 articles on macroeconomics, money, credit, wages, and housing.
John graduated summa cum laude from Yale with a B.A. He received a Ph.D. in economics from Princeton, where he first met current Fed Chairman Ben Bernanke and studied much of the Chairman’s research. Since 1991, John’s family has lived in Rockwall, Texas, where John had served as a trustee of The Fulton School (a private college prep. school) and on the City of Rockwall’s capital improvements committee.
KPMG View Bio »
Satya Easwaran is a Partner with KPMG finance management advisory services practice based out of San Francisco. He has over18 years of work experience and has held leadership roles within the consulting industry in North America and India. His work experience spans projects in developed markets - USA, Australia, APAC and in emerging markets - India, Africa /Indian ocean.
Satya has worked extensively in the capacity of client account lead and delivery partner in diverse industry sectors; assisting clients across business and technology transformation initiatives. He has successfully penetrated and nurtured several large client account relationships, and has established deep c-suite relationships with leading companies.
Sierra Pacific Industries View Bio »
Mark D. Emmerson joined his family’s third-generation-owned-and operated forest products company -- Sierra Pacific Industries – in 1985. Mark has held numerous positions in the Anderson, California-based firm, including managing the construction and initial operation of the company’s Anderson sawmill. Mark took the helm as CFO for SPI in 1991. Guided by his leadership, Sierra Pacific has become one of the leading lumber producers in the U.S. Mark also oversees all of the real estate developments for SPI which includes land investments nationwide.
Mark is currently the Chairman of the Board of Directors for the California Forestry Association, is seated on the President’s Advisory Commission for the University of California, and has served in various capacities on both the American Forest and Paper Association and the American Forest Foundation. Mark is a graduate of the University of California at Berkeley and puts his formal training as a CPA to full use in leading the Company’s accounting and financial activities.
Sierra Pacific Industries owns and manages nearly 1.9 million acres of timberland in California and Washington, and is the second largest lumber producer in the United States. Sierra Pacific’s timberlands provide the backbone for the Company’s 14 sawmills, three millwork and remanufacturing plants, window manufacturing facility, and eight electrical co-generation plants. Mark also oversees the financial operations of Sierra Pine -- a sister company to Sierra Pacific Industries.
ServiceSource International View Bio »
Ashley Fieglein Johnson brings more than 18 years of financial experience to her role as Chief Financial Officer for ServiceSource. She applies her expertise from corporate strategy, business development and finance to build and lead executive teams.
Prior to ServiceSource, Ashley founded GreenAtom, a professional services firm focused on advising companies in the Clean Technology industry on financial strategy, business development and organizational structure. Ashley also spent several years with General Atlantic, a private equity firm servicing the technology industry, where she helped build and manage its presence on the West Coast. Before General Atlantic, Ashley led International Business Development for Ariba and worked in both venture investing and investment banking for the technology corporate finance division of Morgan Stanley.
Ashley earned a Bachelor of Arts in International Relations and a Master in International Policy from Stanford University.
NetSuite View Bio »
Ron Gill is responsible for overseeing the company's global financial strategy and operations. Since joining NetSuite in 2007, he has been responsible for NetSuite's accounting and finance functions, serving as vice president of finance, then as senior vice president of finance. Prior to joining NetSuite, Gill was vice president, finance, at Hyperion Solutions. Previously, he held a variety of financial positions with several of the world's largest technology companies, including SAP, Dell and Sony. Gill holds a Master of International Business Studies degree from the University of South Carolina and a B.A. from Baylor University.
Revitas View Bio »
Mr. Harris was appointed Chief Financial Officer in July 2003. While at Revitas, in June 2009 Mr. Harris was instrumental in moving the company from public to private equity ownership by LLR Partners. Prior to joining Revitas, Mr. Harris was Division Controller of the Middleware Division at Hewlett-Packard and Corporate Controller at Bluestone Software. Earlier in his career, he was Chief Financial Officer and held other executive management positions at a privately held consumer product goods marketing company. Mr. Harris holds a BS and an MBA from Drexel University.
Tradeshift View Bio »
Mikkel Hippe Brun is SVP APAC and co-founder of Tradeshift, helping shape its focus on new markets and challenges on the global scale.
With an MS in Computer Science, a long career across both private and public sector has included roles as Technical Director of the 30 million Euro PEPPOL project (Pan European Public Procurement Online) and CTO and co-founder of Integrator Uniware A/S.
Mikkel has always been attracted to high impact projects with a tangible and long-lasting effect on how people do business. Upon encountering his fellow co-founders, it soon became clear that they shared the same view on eliminating artificial obstacles to progress in this area.
GE Software View Bio »
Mike Karim is Chief Financial Officer (CFO) for GE's Global Software & Analytics Operations, headquartered in San Ramon CA. In his current role, Mr. Karim is responsible for overseeing and coordinating all financial activities. This includes working across the organization globally to establish financial processes and measurement frameworks to ensure the company is well-positioned as a leader in software and analytics. Mr. Karim joined the software group from GE Capital where he was the CFO for its wholesale distribution finance company.
Mr. Karim began his career with GE in 1997 gaining broad experience in financial planning, controllership, and investments within the United States and Europe. During his tenure at GE, he was a member of GE’s premier finance leadership program Corporate Audit Staff (CAS) where he completed extensive assignments within GE Healthcare, Energy, Advanced Materials and Capital. Mr. Karim also held the position of Chief Financial Officer for GE's European Working Capital division.
A resident of Danville, California, Mr. Karim has served on numerous financial boards. He received his BA from the University of Michigan.
E*TRADE Financial Corporation View Bio »
Carrie Kovac is the West Coast Regional Vice President for E*TRADE Financial Corporate Services. She oversees a team of Relationship Managers responsible for managing the firm's relationships with existing corporate clients. Prior to joining E*TRADE, she was the Director of Global Equity Compensation at Symantec Corporation and was the Director of Investor Relations for Aspect Communications.
Carrie has a Bachelor of Science in Commerce in Accounting from Santa Clara University, is a Certified Public Accountant, a Certified Equity Professional, and holds her Series 7 securities license. She is a member of GEO, NASPP and AICPA.
Cooper Companies View Bio »
Greg Matz is the Vice President and Chief Financial Officer for The Cooper Companies. In addition he is also the Chief Risk Officer for the company. The Cooper Companies is a global medical device company that operates through two business units, CooperVision and CooperSurgical. In his role, he provides leadership for the financial functions including planning, reporting, tax and risk management. In addition, he closely partners with the executive team on global strategy and business development activities.
Greg has served as Vice President and Chief Financial Officer since December 2011. He was previously Vice President and Chief Financial Officer of CooperVision from May 2010 to December 2011. Prior to joining the Company, Mr. Matz has held key management roles in finance and marketing at Agilent Technologies and Hewlett Packard. Mr. Matz began his career at KPMG.
Taulia View Bio »
Bertram is CEO of Taulia, a SaaS company he co-founded in 2009 to automate and optimize the accounts payable process. Over the past four years, Bertram has helped transform Taulia into an industry leader, serving customers in over 99 countries with clients that include some of the largest Global 2000 and Fortune 500 companies. Prior to joining Taulia, Bertram held positions as Director of Railteam, Europe’s high-speed rail alliance and Managing Director at RailLink, Railteam’s IT subsidiary. Bertram also acted as Chief Sales and Marketing Officer at Ebydos, the SAP solution provider widely known for its Invoice Cockpit solution that was sold to ReadSoft in 2006. Earlier, Bertram worked for 5 years as Top Management Consultant for the Boston Consulting Group.
Kaiser Permanente View Bio »
Sandra Pham is the Vice President and CFO for Finance Operations at Kaiser Permanente. In this role, she is responsible for monitoring the overall financial health and viability of the Finance Operations comprised of: Procurement & Supply, Financial Services (AP, Payroll), Revenue Cycle, and Onelink. As a member of the Finance Operations Leadership Team, Sandra participates in business decisions to maximize the value of investments and helps shape the business by tracking the progress and forecasting the outcomes of key operations against planned objectives.
Before joining Finance Operations in 2011, Sandra was the Vice President of Finance for National Facilities Services for four years. Responsibilities included financial management of the Kaiser Permanente’s multi-billion annual capital program and joint management of the annual operating expenditures related facilities operations for the enterprise.
Prior to Kaiser Permanente, Sandra worked in the area of international healthcare as a consultant for AmeriCares, an international relief organization and to the University of Kenyatta in Nairobi, Kenya. She had also been involved with the Institute of Health Services Research at the University of Minnesota and the Bush Center for Policy Development at Yale University currently known as Edward Ziglar Center for Child Development and Social Policy.
Sandra received a B.S. in Biology and a B.A. in Psychology at the University of Minnesota, a M.P.H. at Yale University with Distinction and Executive Leadership Program Certificate at Harvard Business School. She is a Certified Management Accountant.
Sandra is a Board member of the Women’s Initiative for Self Employment, a non-profit dedicated to providing training and micro-financing to diverse, low income women starting their own businesses and a Business Mentor with the UC Berkeley SAGE program for low-income, high achieving college students developing professional skills. Recently, she joined Oakland’s Zoo as a board of trustee, providing oversight of the organization’s mission and policies. Sandra is also a member of the executive advisory board for the Yale University Healthcare Conference sponsored by the School of Medicine, School Management, and School of Public Health.
Intellectual Ventures View Bio »
John Rhine joined Intellectual Ventures as Vice President, Corporate Development, bringing with him over 20 years of experience advising leading companies in the technology space on M&A and strategic matters. In his role at Intellectual Ventures, Mr. Rhine is responsible for leading and managing the company’s M&A activities, with a focus on developing and promoting IV-led consortium transactions, portfolio divestitures and alternatives to create shareholder value.
As an investment banking professional in the technology space, Mr. Rhine led M&A advisory engagements for such leading firms as Merrill Lynch and Morgan Stanley. In addition to his investment banking experience, Mr. Rhine directed IBM’s M&A activities for its hardware brands in Armonk, NY.
Mr. Rhine most recently co-founded Citadel Securities technology banking business and was responsible for originating that firm’s inaugural M&A and financing transactions. Prior to that, Mr. Rhine was a Managing Director in Merrill Lynch’s technology banking group in Palo Alto, CA.
Mr. Rhine has successfully closed more than 50 M&A and capital markets transactions in his career, including most notably IBM’s transformational sale of its PC Company to Lenovo, IBM’s largest divestiture, and AMD’s landmark formation of GlobalFoundries in partnership with Abu Dhabi. In addition, Mr. Rhine has managed a number of other corporate restructuring and asset redeployment transactions in his career, including most notably Varian Associates triple-spin-off. Also, Mr. Rhine has led a number of contested public company transactions, including notably the defense of Mentor Graphics.
John graduated first in his class at Columbia Business School in 1992 with an MBA in Finance and Marketing and cum laude from Dartmouth College in 1988 with a degree in Economics.
Cadence Design Systems View Bio »
Geoff Ribar is Cadence’s Senior Vice President and Chief Financial Officer. Ribar is responsible for managing the company’s global finance organization, including Investor Relations, Information Technology, Workplace Resources, Order Fulfillment, Internal Audit and Controller functions.
Prior to his appointment as CFO, he served as Chief Financial Officer for Telegent Systems in Sunnyvale, California, where he led the company’s Finance, Legal, IT and HR teams in supporting a sales growth that was among the fastest ever in the semiconductor industry.
Ribar has extensive experience in the semiconductor industry in both private and public companies. He held the CFO position at a number of semiconductor companies including SiRF, Matrix Semiconductor and nVidia. In addition he worked at AMD for 15 years ending as corporate controller. During his career, Ribar has facilitated many M&A transactions helping companies successfully scale during periods of rapid growth.
Ribar received his Bachelor of Science degree in Chemistry as well as an MBA from the University of Michigan.
CYS Investments View Bio »
Speaker bio coming soon...
Proxima Group View Bio »
Scott is responsible for Proxima’s North American business where he works closely with U.S. based organizations helping them to improve their cost management and business performance. Before joining Proxima, Scott was a Senior Partner in Accenture’s Business Consulting Practice. He was with Accenture for 12 years' and held several leadership positions in the firm’s Supply Chain and Business Strategy Practices. Prior to that, he was with A.T. Kearney. His work at these firms included partnering with Fortune 500 companies to drive substantial improvements in financial performance and market value through restructuring internal costs and supplier relationships, assessing merger and acquisition opportunities, integrating company operations post-merger, and optimising global supply chain operations.
The Gap View Bio »
Benjamin Stefancic is Vice President and Chief Financial Officer of Gap North America Stores & Online. In this role, he leads and oversees all FP&A, Company Planning, Control, and Stores & Field Finance functions for approximately $3B in combined revenue.
Ben brings almost 14 years of Finance experience to Gap, Inc. He has progressed through positions of increasing responsibility from Manager to Vice President. He spent 6 years at Banana Republic North America as a Manager of Finance and Director of FP&A. He spent 5 years in the online division of Gap, Inc. (GID) where he was a Senior Director of Finance, responsible for FP&A, Company Planning and Athleta Brand Finance. Ben was appointed CFO for Gap Japan K.K. in January 2012 and moved to Tokyo, Japan with his family. In 2013, he returned to the US as Vice President of Gap Brand Global Finance where he created a Global Finance team for Gap, a $6.5B brand. Prior to Gap Inc, he worked for the San Francisco Police Department for 5 years as a Police Officer, Policy Analyst and Academy Instructor.
A graduate of San Francisco State University, Ben earned both a Bachelor and Master of Arts degree in Economics and a Bachelor of Science degree in Finance. He graduated Summa Cum Laude in both disciplines.
Protiviti View Bio »
Gordon is a Managing Director in the Protiviti Internal Audit and Financial Advisory (IAFA) practice located in the San Francisco office. He also is market leader for the Bay Area practice. Additionally, Gordon is the Industry Leader for the Technology, Media and Communications (TMC) industry.
Gordon is a past-Treasurer and a current member of the Board of Governors for the San Francisco Chapter of the Institute of Internal Auditors.
Gordon began his career with Andersen's Boston office in 1984 in the Audit Practice. He transferred to the San Francisco office in 1989 and to Andersen's Business Consulting practice in the mid-1990's where he became Partner. Following Andersen, he spent a year and a half at BearingPoint as a Managing Director.
Ariba View Bio »
James Tucker is the senior director of business network strategy and marketing for SAP. Mr. Tucker brings more than twenty years of experience in business strategy, product management and marketing with expertise in business process transformation and enterprise performance measurement. Before joining SAP, Mr. Tucker was vice president in JPMorgan’s Treasury Services organization and has held a variety of leadership roles at Ariba, PeopleSoft, and KPMG Management Consulting. Mr. Tucker earned a B.S. in Applied Computer Science and Technical Mathematics in New Hampshire and an MBA in Finance and Marketing at St. Mary's College in California.
7:40am – 8:40am Breakfast
8:40am – 8:45am Argyle Opening Remarks
8:45am – 8:50am Introducing Jonathan Chadwick
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Carrie KovacRegional Vice PresidentE*TRADE Financial Corporation
8:50am – 9:20am "CFO as Strategic Business Leader: A Perspective on M&A"
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Today’s CFO has broad responsibilities spanning from financial stewardship and risk management to being an executive partner in setting a company’s business direction, investment strategy, and technology and operations priorities. CFO Jonathan Chadwick discusses the real-time example of VMware’s $1.6 billion acquisition of AirWatch, a global mobile device management provider, to demonstrate the strategic role of the CFO.Jonathan ChadwickChief Financial Officer and Executive Vice PresidentVMware
9:25am – 9:45am Thought Leadership Spotlight Presented by Oracle
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"What’s Keeping you up at Night? Challenges of the Modern CFO"
Increasing responsibility. Heightened competition. Complex IT. These are just a few top-of-mind challenges for today’s finance leaders. Yet as they rethink their strategies and chase innovation, one thing is clear: there’s never been a more exciting time to be a CFO. Join Rich Clayton, Oracle, VP, Business Analytics for a session on strategies and tactics modern CFOs are implementing for success.Rich ClaytonVP, Business AnalyticsOracle
9:45am – 10:10am Coffee Break
10:10am – 10:30am Thought Leadership Spotlight Presented by Proxima Inc.
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"The Trend of Corporate Virtualization"
There has recently been a fundamental shift in the way that a company operates. The trend of Corporate Virtualization (as reported in the Wall Street Journal, and CFO.com) highlights how innovation, IP and governance are increasingly externalized in modern companies. Scott will discuss recent research around Corporate Virtualization, explaining the implications for business leaders; and the opportunities that it presents to better attain financial, operational, and strategic aims.Scott SparksDeputy CEOProxima Inc.
10:35am – 11:25am Panel Discussion
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"What’s on the Mind of the 2014 Finance Executive?"
Session topics include, but are not limited to:
- What are the key technology trends CFOs are exploring? What is the main technology goal for finance and the organization as a whole?
- Thoughts on the cloud: Where does the true value lie? How can security concerns be mitigated?
- Bridging the gap between finance and technology: A look at best practices between CFOs and CIOs: How the relationship is changing and what skills the CFO should learn from the CIO.
- How do finance executives perceive innovation and their role in driving it within their organization?
- How can the cloud revolutionize the business?
11:30am – 11:50pm Thought Leadership Spotlight Presented by Ariba
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"How Finance Can Lead in the Networked Economy"
This session will explore strategies for increasing market leadership, achieving higher margins, and increasing sales through improved inter-enterprise collaboration. We’ll discuss the key performance indicators (KPIs) that leading finance professionals are adopting and address how cloud technology and business networks are leveraged to achieve financial performance breakthroughs.James TuckerSr. Director, Business Network StrategyAriba
11:50pm – 12:05pm Coffee Break
12:05pm – 12:50pm Panel Discussion
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"Promoting Success through Financial Innovation"
Session topics include, but are not limited to:
- How finance and innovation can work together - a deliberate partnership to influence mission and strategy
- What are the key challenges that different industries are facing when managing contracts and agreements?
- How can contracting be transformed from a process driven task into a strategic business component?
- How can CFO’s identify and protect revenue at risk?
- How to provide short-term and long-term balance within regulatory challenges in the current environment
- Budgeting, planning and implementing compliance-driven changes
- How have today’s risks changed the job function of finance?
- Using data and analytics to understand performance and trends in order to make sound decisions
12:55pm – 1:15pm Thought Leadership Spotlight Presented by NetSuite
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"Turbo-Charge Finance with Cloud ERP"Ron GillCFONetSuite
1:15pm – 2:15pm Lunch
2:15pm – 2:35pm Thought Leadership Spotlight Presented by Tradeshift
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"Co-Dependence - Your Supply Chain and You"
Join Mikkel Hippe Brun, co-founder of Tradeshift, to discuss how modern B2B Networks are designed to help maximize your bottom line by getting the most from your supply chain.Mikkel Hippe BrunCo-FounderTradeshift
2:40pm – 3:30pm Panel Discussion
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"The CFO as a Strategic Role"
Session topics include, but are not limited to:
- A look at how have CFOs seen their role evolve over the last few years towards a larger role in strategic growth and direction of the company.
- What are some best practices for developing the relationship between finance and other C-suite executives?
- What new skills should CFOs develop in order to gain the strategic edge?
- Discussion around the need for CFOs to have more operational expertise rather than just financial acumen.
- Thoughts on the cloud: Where does the true value lie and how can security concerns be mitigated?
- What does “big data” mean for finance and how can CFOs best leverage?
- What responsibilities around technology has the finance department taken on?
- Extracting value out of a project vs. simply implementing an IT solution.
- How can finance executives transform data into value?
- How can CFOs successfully manage big data?
3:30pm – 3:50pm Coffee Break
3:50pm – 4:25pm "The Uneven Economic Recovery From the Great Recession"
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John will provide perspective on how the economy is recovering from the recent recession. The presentation will first discuss how the boom and bust in housing markets and finance affected the economy, and then turn to how some of these effects are lifting and what factors are altering the pace of recovery. As a Fed official, John cannot comment on the future course of interest rates, exchange rates, or financial asset price.John DucaVice President & Associate Director of ResearchFederal Reserve Bank of Dallas
4:25pm – 4:30pm Argyle Executive Forum Closing Remarks
4:30pm – 5:30pm Closing Reception
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*Please note, the agenda is subject to change.James TuckerSr. Director, Network Strategy & MarketingAriba
What will be discussed? Explore finance hot topics and challenge areas such as:
Emerging technology and finance
Review the key technology trends that CFOs are exploring, and reflect on how finance as a discipline has evolved in the past few years as a result. Learn about:
- Overcoming traditional interdepartmental silos
- Evaluating the capabilities the cloud offers
- Mitigating security concerns
- Transforming data into actionable insights
Driving value in talent management
Examine how the current hiring environment requires the CFO and HR to collaborate more than ever on talent management and retention strategies. Dive into:
- Exploring the HR/finance relationship
- Addressing training and development needs
- Aligning talent management with business goals
- Partnering across functions to drive results
Managing enterprise risk
How have the rapid transformations in technology impacted the risk environment? Learn how successful organizations are managing the digital landscape. Find out about:
- Leveraging risk to drive opportunity
- Incentivizing employees to be more productive
- Streamlining through succession planning
- Creating balanced risk strategies
The modern CFO
The role of the CFO is constantly evolving, in scope and practice. Talk about how this affects all areas of the executive agenda, including how to deal with a new regulatory environment. Learn how top CFOs have been:
- Deepening relationships with C Suite partners
- Preparing the finance team for the future
- Gaining greater operational expertise
- Securing a strategic edge through new skillsets
The CFO and M&A
Discuss the difficult questions CFOs are asking at the onset of new M&A opportunities, and how they shepherd the transaction from beginning to end. Find out how other finance leaders are:
- Identifying the "right" deals to leverage
- Measuring the success of M&A transactions
- Maximizing overseas investments
- Defining metrics to build fruitful relationships
Partnering for innovation
Explore the definition of innovation for CFOs,
and the modern ways of evaluating and financing it within the organization. Focus on moving past the stereotype that finance "stifles innovation" through engaging discussion on:
- Determining areas to add value
- Rethinking traditional finance metrics
- Exploring new tools and technologies
- Prioritizing innovation across the firm
Still have questions? We have answers.
I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?
Just let us know. We understand that schedules change! However,
we always have a waiting list for this event, and if you don't
cancel, we will assume you are still attending and your spot will
go unused. If you must, cancel at least 48 hours prior to the
event to make room for others!
What if I can't be OOO for a whole day, or need to come late?
We have wifi and private rooms available for attendees to take
calls and spend some quiet time on emails, as well as access to
printing. Have a morning meeting you can't miss? No problem. This
event was designed for busy executives - we get it.
I'd like to bring some colleagues. Do I need to register them
Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you!
I don't see the event venue listed. Where will the meeting be
To maintain exclusivity, we don't release the venue address until
the registration process has been completed. All logistical
details will be shared once you have requested a pass and been
The 2014 Chief Financial Officer Leadership Forum in San Francisco
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"I have found tremendous value in listening to real-world lessons from the outstanding speakers Argyle assembles."
An SVP of Finance at AmerisourceBergen on the quality of content at Argyle CFO forums.
"Their events are excellent, encompassing a group of top-notch presenters, relevant and current topics, and a very senior level group of participants."
A Director of Financial Planning and Analysis at Nicor on access to networking at Argyle CFO forums.
"The meetings have given me actionable steps and new ideas which I've taken and run with."
The CFO at SunWize Technologies on the value of information shared at Argyle CFO forums.
Traveling for the event? Stay at one of our recommended hotels
The below hotels are recommended by Argyle Executive Forum. Please note that we do not have a corporate rate.
433 Powell Street
San Francisco, CA 94102
Telephone: (415) 362-2004
Sir Francis Drake Hotel
450 Powell Street
San Francisco, CA, 94102
Telephone: (800) 795-7129
The Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
Telephone: (415) 772-5000
The Huntington Hotel
1075 California Street
San Francisco, CA 94108
Telephone: (415) 474-5400
The Warwick Hotel
490 Geary Street
San Francisco, CA, 94102
Telephone: (415) 928-7900
The Westin St. Francis
335 Powell Street
San Francisco, CA, 94102
Telephone: (415) 397-7000