Why You Should Attend!


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 San Francisco.

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. 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 the Bay Area and beyond!

Register to Attend

This event will feature insights from top executives, including:

Yvonne Besvold Vice President Finance, Corporate Controller and Treasurer
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Erik Charles Vice President, Product Marketing
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Hayes Drumwright CEO
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Kenneth Goldman Chief Financial Officer
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Alan Keith Vice President, Finance & Business Operations
Walt Disney Animation Studios
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Dave Kellogg CEO
Host Analytics
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Ravi Mallela Senior Vice President, Head of Finance
First Republic Bank
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Narayan Menon Vice President, Technology Finance
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Sas Mukherjee EVP, CFO and Chief Strategy Officer
York Risk Services Group
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Stephanie Plaines VP & CFO, Walmart eCommerce/ Sam's Club
Walmart Global eCommerce
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Rosemarie Rae Associate Vice Chancellor, Chief Financial Officer
UC Berkeley
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Benjamin Stefancic VP & Chief Financial Officer, Global Supply Chain
Gap Inc.
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John Turcza Chief Financial Officer & Treasurer
See's Candies, a division of Berkshire Hathaway, Inc.
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  • BREAKFAST Kick off the day with a healthy breakfast and networking. Connect with your peers in the finance community from a variety of industries before the morning’s content begins.
  • PANEL DISCUSSION "The CFOs Evolving Role as Chief Influencer”
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    Session topics include, but are not limited to:

    • Effectively automating the finance office and improving business processes
    • Acting as the agent of change for the organization
    • Creating smarter, efficient work patterns throughout the organization
    • Leveraging business intelligence to drive value
    • Utilizing technology to gain competitive advantage

  • MORNING NETWORKING BREAK Take a break to make new connections and discuss the morning presentations over coffee and snacks.
  • FIRESIDE CHAT SESSION featuring YAHOO! Kenneth Goldman, Chief Financial Officer
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    Join Kenneth Goldman as he reflects on his experience as Chief Financial Officer at Yahoo. Ken is responsible for Yahoo!'s global finance functions including financial planning and analysis, controllership, tax, treasury, and investor relations.

    Hear what’s next for the multinational technology company in the New Year!

    Kenneth Goldman
    Chief Financial Officer

  • PANEL DISCUSSION “Achieving Value through Strategic Risk Management”
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    Session topics include, but are not limited to:

    • Best practices in assessing your organizations exposure to compliance risk
    • Building cultural awareness surrounding systematic risk
    • Improving risk assessment processes to effectively incorporate compliance risk exposure
    • Evaluating risks holistically while challenging internal audit teams to ensure strategic alignment with business goals
    • Taking an entrepreneurial approach to risk in a challenging, economic environment

  • LUNCH Take a midday break to grab lunch, network with your peers, and discuss the morning presentations.
  • AFTERNOON KEYNOTE featuring WALMART eCOMMERCE/SAMS CLUB Stephanie Plaines, VP & Chief Financial Officer
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    Join Stephanie Plaines, VP & Chief Financial Officer, Sam’s Club/Walmart eCommerce, who will share her perspective on the changing role of the CFO in an era of digital transformation.

    Stephanie Plaines
    VP & CFO, Walmart eCommerce/ Sam's Club
    Walmart Global eCommerce

  • AFTERNOON NETWORKING BREAK Take a break to switch tables, meet some new peers, and discuss the afternoon presentations over coffee and snacks.
  • AFTERNOON KEYNOTE featuring PATAGONIA Yvonne Besvold, Vice President Finance, Corporate Controller and Treasurer
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    Yvonne Besvold, Vice President Finance, Corporate Controller and Treasurer, Patagonia will provide a window into how to run a profitable business while investing in and protecting the environment, as well as how to best approach disruption in today’s business climate. 

    Yvonne Besvold
    Vice President Finance, Corporate Controller and Treasurer 

  • CLOSING KEYNOTE featuring INTUIT Narayan Menon, Vice President Finance, Technology & Functions
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    Narayan Menon, Vice President Finance, Technology & Functions, Intuit will provide best practices and insights with regards to cost optimization and planning in the cloud, and how to effectively leverage emerging technologies and transforming data into insights to make better decisions. 

    Narayan Menon
    Vice President Finance, Technology & Functions

  • CLOSING 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 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 online?

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 held?

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 approved.

The "2017 Chief Financial Officer Leadership Forum in San Francisco"
is proudly sponsored by:

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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.

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Traveling for the event? Stay at one of our recommended hotels nearby:

The below hotel is recommended by Argyle Executive Forum. Please note that we do not have a corporate rate.


InterContinental San Francisco

888 Howard St
San Francisco, CA 94103
Telephone: (415) 616-6500