2017 Chief Financial Officer Leadership Forum
Why You Should Attend!#ArgyleCFO
In today’s digitally-driven, fast paced marketplace, Chief Financial Officers are being tasked with building a forward-thinking finance organization and partnering with the business to foster innovation, all the while driving operational efficiency and cutting costs. To explore the importance of balancing traditional finance responsibilities while navigating an era of digitalization, Argyle Executive Forum is bringing together leading CFOs and Finance Executives for our annual Chief Financial Officer Forum in Los Angeles. Throughout a full day of thought leadership content and networking, we will focus on the most pressing issues that Finances professionals are facing with an agenda geared specifically towards Chief Financial Officers, Chief Accounting Officers, as well as VPs and Directors of Finance, Accounting, FP&A, Controllers, and Treasurers in a leadership role. Key topics we’ll explore include:
- Leveraging emerging technologies to drive cost cutting and operational efficiency
- Understanding and effectively addressing the financial risks that disruptors within your industry pose
- Evaluating major political, regulatory and economic factors that will impact the business climate in 2017
- Transforming data into valuable insights to make better business decisions
- Maintaining a reliable, steady finance organization amidst internal business transformation or disruption
- Effectively onboarding the new talent & investing in the long-term development of existing talent
Our keynote presentations, fireside chats, panel sessions, and networking breaks will enable candid discussions with your peers focused on these topics and more. Speakers at our 2016 Los Angeles Forum included Sunny Donenfeld, Senior Assoc. Dean for Finance & Administration and CFO USC Marshall School of Business; Scott Griffiths, Chief Financial Officer, Marketing Farmers Insurance Group of Companies; Elaine Paul, Chief Financial Officer, Hulu; Doug Herron, Executive Vice President and Chief Financial Officer, Safelite AutoGlass ; and more.
We look forward to bringing together another fantastic faculty in 2017, and to hosting you alongside our community of Fortune 500 Finance leaders hailing from Southern California and beyond!
This event will feature insights from top
Dental Lab Holdings (DLH) View Bio »
Dean is the Chief Financial Officer with Dental Lab Holdings (DLH), a private-equity backed company that is purchasing, combining and operating dental lab businesses in North America. Is this role, Dean is responsible for all aspects of finance and accounting, treasury, planning, human resources, IT, and risk management. He is a key contributor for new business acquisition and investor relations work.
Prior to joining DLH, Dean served as the Chief Financial Officer with Karl Storz Endoscopy-America, Inc., which is a global leader in minimally invasive surgical devices and instruments. In this role, he helped lead the company through many change initiatives, including the macro industry changes associated with the Affordable Care Act. Dean was a key member of the executive leadership team for seven years, during which the company experienced sustained, profitable growth despite adverse economic conditions. His span of responsibility included all of the finance, planning, accounting, treasury, internal audit, commercial compliance, business continuity, and facilities functions.
Before moving to medical devices, Dean served in leadership roles with Countrywide Home Loans. In these roles, Dean managed a global accounting team, led business and financial planning activities, and worked closely with business and IT leaders to build analytic and reporting platforms.
Dean’s corporate finance career began with Ford Motor Company. Over the span of eight years, he fulfilled several analytic, planning and fraud investigation roles. Prior to Ford, Dean was an auditor with a Big 4 public accounting firm.
Dean has earned both the CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) certificates, and also an MBA from the Kelley School of Business, Indiana University.
USC Marshall School of Business View Bio »
Speaker bio coming soon...
First Republic Bank View Bio »
Ravi Mallela is the Senior Vice President in Finance at First Republic Bank. His responsibilities entail Corporate Treasury Function, cash management, investment operations, regulatory reporting, and operations in the investment committee. He actively serves in Financial Planning including balance sheet and income forecasting, strategic planning, non-interest income, expense planning and forecasting, with inclusion to market share analysis.
Ravi has broad experience in ALM/IRR for the enterprise, including the implementation of new systems and processes, ALCO governance, interest rate risk analysis, EVE, deposit migration and attrition analysis, sensitivity analysis, and addressing and responding to regulatory feedback including capital and liquidity stress testing. In addition, he oversees Credit risk modeling, governance, challenge and review processes, and the overall capital stress testing documentation, as well as the board communication of DFAST results.
Ravi is responsible for building a world class team to support the expanding finance team at First Republic Bank, while addressing expectations of a growing financial institution, greater that 50B in assets.
8:00am - 9:00am Networking breakfast and registration
Take the time to get to know the fellow attendees, speakers and sponsors that you will be sharing the day with. Continental breakfast with coffee, tea and juices will be served.
9:00am - 1:00pm Morning sessionsOur speakers share their expertise on hot topics and challenge areas through various presentation styles. Keynotes, panels and fireside chats will be broken up by networking breaks.
1:00pm - 2:00pm Lunch
Enjoy a healthy buffet lunch and networking time.
2:00pm - 4:30pm Afternoon sessions
Our speakers will share their expertise on hot topics and challenge areas through various presentation styles. Sessions will be broken up by one afternoon coffee and snack break.
4:30pm - 6:00pm Cocktail reception
Wrap up the day with a cocktail (or a few!) and hors d'Oeuvres. Head home with new connections and a notebook full of key takeaways to implement back at the office.
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
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
I'd like to bring some colleagues. Do I need to
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! request a pass.
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
details will be shared once you have requested a
pass and been
"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.
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*EXECUTIVES AT THE DIRECTOR-LEVEL AND ABOVE FROM ORGANIZATIONS WITH OVER 100MM IN REVENUES ONLY
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The below is the preferred hotel of Argyle Executive Forum. Please note that we do not have a corporate rate.