Chief Financial Officer

1 Day Meeting

2016 Chief Financial Officer Leadership Forum

Dallas, TX - Sep 14, 2016

Overview

Argyle Forum is bringing together senior finance executives for our annual summit in Dallas, TX. Throughout a full day of content and networking, we will focus on the most pressing issues that finance professionals are facing as 2016 comes to a close, with an agenda geared specifically towards Chief Financial Officers, Chief Accounting Officers, Chief Risk Officers, Chief Investment Officers, as well as finance, accounting, treasurer and risk VPs and Directors in a leadership role.  Topics will include:

  • How digitalization is transforming the finance function and the evolving role of the CFO as a key strategic player
  • Understanding the CEO’s growth strategy and the importance of the CEO-CFO partnership
  • Balancing regulatory and economic concerns in the global marketplace with strategic growth initiatives
  • Leveraging financial innovation to transform the business and drive results
  • How to measure and monitor key value drivers in today’s digital economy

This event offers an opportunity to hear cutting edge content that is directly relevant for finance executives as 2017 approaches.  Plus, you can expand your network by meeting the brightest finance executives across all industries.

In today’s fast paced, competitive business environment, CFOs are taking on an increasingly strategic role in the business, while the evolving regulatory landscape, fluctuating interest rates, and an unstable global economy all weigh heavily on their minds. As a result, in addition to their traditional roles, the modern finance executive is attacking a new suite of responsibilities, ranging from ensuring the organization’s capacity to innovate to leveraging the newest tools technologies to drive efficiency, all the while attracting and retaining top talent and preparing the company for expansive growth.

Our keynote addresses, chats, and panel sessions will give you the perspective and actionable takeaways that only a room of the best minds from Texas and beyond can provide.t

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Speakers

If you'd like to recommend a speaker, please email speakerinquiry@argyleforum.com

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Alan Rouse

Former Global Financial Processes and Controls Director

Mars

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Bona Allen

Senior Vice President & Chief Financial Officer

Kajima Building and Design, Inc

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Hari Avula

Chief Financial Officer

Frito-Lay

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Anita Brown

Vice President and Controller

Federal Reserve Bank of Atlanta

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Michael Cerda

Director, Finance Executive

SAP Ariba Cloud Network Strategy

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Erik Charles

Vice President, Product Marketing

Xactly

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Kelvin Collard

Executive Vice President, Chief Financial and Administrative Officer

Universal Weather and Aviation

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Amath Fall

Chief Financial Officer

Fleetpride

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Scott Frisch

Chief Operating Officer

AARP

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Joe Galletta

Sales Manager

ClusterSeven

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Joe Hanlon

Chief Financial Officer, BMO Transportation Finance

BMO Financial Group

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Nick Hawtrey

Chief Financial Officer

Allied Electronics

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Danielle Marceau

Senior Economist

Prevedere

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Brad Mason

Senior Sales Executive

Fiserv

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David Moore

Principal

Deloitte Consulting LLP

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Amit Shroff

Finance Executive

Toyota Financial Services

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Sarah Soong

Vice President, Finance

Hunt Consolidated, Inc.

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Jeff Symes

Senior Vice President, Chief Accounting Officer and Treasurer

FelCor Lodging Trust

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James Terry

Chief Financial Officer

Dallas Independent School District

Agenda

This event will feature insights from top executives, including

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8:00am-9:00am
Breakfast
9:00am-9:10am
Opening Remarks featuring Argyle Host Alan Rouse
9:10am-9:15am
Session Introduction

Brad Mason
Senior Sales Executive
Fiserv

9:15am-9:50am
Keynote Session: "Finance's Role in Cultivating a Performance Based Culture"

Join Amit Shroff as he discusses the identity of finance, capability, and cultivating a performance based culture at Toyota Financial Services.

Amit Shroff
Finance Executive
Toyota Financial Services

9:55am-10:15am
Thought Leadership Spotlight: "Reimagined Finance in a Digital Economy"

Changing business models, economic conditions, technologies, and regulations are increasing complexity for organizations, and to top it off, many companies are drowning in both data and a multitude of inefficient processes.  At the same time, finance teams are taking a more prominent role in the boardroom of the future, becoming a strategic partner to the business while continuing to ensure stewardship. So how do they do it in light of this increasingly complex world?  The answer is simplification and driving digital transformation initiatives.  Learn how digital transformation initiatives driven by finance teams, lead to greater collaboration within the organization, and to identifying the critical importance of having a seamless and native integration to a digital core system.  Digital transformation initiatives create the opportunity for greater choreography of multiple inter-dependent business processes with internal and external partners, and the advancement of your overall business transformation agenda.

Michael Cerda
Director, Finance Executive
SAP Ariba Cloud Network Strategy

10:15am-10:40am
Coffee Break
10:40am-11:00am
Thought Leadership Spotlight: "How Finance Leaders Translate Technological Advances to Competitive Advantage Through Cloud Computing"

David Moore
Principal
Deloitte Consulting LLP

11:00am-11:05am
Session Introduction

Joe Galletta
Sales Manager
ClusterSeven

11:05am-11:50am
Panel Discussion: "Managing and Minimizing Enterprise Risk"

Session topics include, but are not limited to: 

  • How has your role evolved over the past few years? How has your role become more strategic and central to the direction and growth of the company?
    • How does risk fit into the expanded role of the CFO?
    • How are you driving insightful analysis/transforming data in actionable insights to make better business decisions?
  • Moving past finance’s responsibility over traditional risk: how are finance executives anticipating both known and unknown risk?
    • How are you mitigating risk and exploiting the competitive advantage for your customer base?
  • How are you building a culture of awareness surrounding systemic risk and incorporating that into overall business processes?
    • What are some of the key challenges that you’ve encounter with regards to anticipating and planning for risk?
  • How can finance mitigate risk from human behavior that runs counter to corporate goals and overall strategy? What role does compensation play in both increasing and reducing risk?
  • Is your organization regularly discussing disruptors in your industry?
    • What are the key factors transforming your industry right now?
    • What is the finance team doing to anticipate and understand the risk that these disruptions or disruptors pose?
    • What other key executive functions are you collaborating most closely with? (Procurement, Operations, Sales, etc.) 

Moderator:
Bona Allen
Senior Vice President  & Chief Financial Officer
Kajima Building and Design, Inc.

Panelists:
Hari Avula
Chief Financial Officer
Frito-Lay North America  

Erik Charles
Vice President, Product Marketing
Xactly 

Amath Fall
Chief Financial Officer
Fleetpride  

Scott Frisch
Chief Operating Officer
AARP

11:50am-12:10pm
Coffee Break
12:10pm-12:55pm
Panel Discussion: "Leveraging Data to Make Sense of an Uncertain Economy"

Session topics to include, but are not limited to:

  • What responsibilities around technology has the finance department taken in an ever-changing global economy?
  • What are the key technology trends that CFOs are exploring? 
  • How are CFOs leading the charge to leverage technology in order to drive cost cutting and operational efficiencies? 
    • What are some best practices for managing technology spend?
  • What major external economic factors are affecting your organization’s performance? How so?
  • Discuss the repercussions of inaccurate forecasting.
  • How can finance executives transform data into actionable insights? How can finance exploit business intelligence and predictive analytics to gain the competitive advantage?
  • Discuss best practices in making fact-based decisions by leveraging existing big data investments.
  • How are you best determining what information needs to be analyzed to achieve business success?

Moderator:
Joe Hanlon
Chief Financial Officer, BMO Transportation Finance 
BMO Harris Bank, NA

Panelists:
Anita Brown
Vice President and Controller
Federal Reserve Bank of Atlanta 

Danielle Marceau
Senior Economist
Prevedere

Jeff Symes
Senior Vice President, Chief Accounting Officer and Treasurer
FelCor Lodging Trust 

Sarah Soong
Vice President, Finance
Hunt Consolidated, Inc.

*Please note, this session is off the record 

12:55pm-1:55pm
Lunch
1:55pm-2:30pm
Keynote Session: "A View From Across the Pond"

Join Nick Hawtrey, Chief Financial Officer of Allied Electronics as he shares insights, lessons learned, and a glimpse into the life of a UK CFO in America.

As Chief Financial officer for Allied Electronics, Nick Hawtrey is responsible for all the financial elements of the company, including tax, treasury, budgeting and reporting. He is also currently leading the group’s operations in Central and South America. Prior to moving to Texas and taking the role at Allied, Nick worked for the sister company in the UK, RS Components, as Global Vice President Finance for Corporate Services. Nick has also held various positions at Toyota PLC in the UK as well as at various financial institutions in London.

Nick Hawtrey
Chief Financial Officer
Allied Electronics

2:30pm-2:45pm
Coffee Break
2:45pm-3:20pm
Fireside Chat Featuring Universal Weather and Aviation

Kelvin Collard
Executive Vice President, Chief Financial and Administrative Officer
Universal Weather and Aviation 

Interviewed by:

Alan Rouse
Senior Finance Executive
Former Unit CFO, Mars

3:25pm-4:00pm
Keynote Session: "Public Schools: We need you, You need us"

Join Dr. James Terry as he takes a strategic look at the Dallas Independent School District, insights on ensuring they have a solid financial foundation to be innovative, and the implications of fostering a skilled and educated workforce for employers and organizations in the area.

Dr. Terry serves as the Chief Financial Officer for Dallas Independent School District and has been serving the state's second largest school district since 2011. His responsibilities during his tenure include budgeting and demographic services while leading the budget development for each school year. He continues to successfully manage and organize his departments to improve quality and processes year- over-year in order to better aid in overall student achievement in the pursuit of excellence while subsequently saving North Texas tax payers' dollars. 

Dr. James Terry
Chief Financial Officer
Dallas Independent School District

4:00pm-4:05pm
Argyle Executive Forum Closing Remarks
4:05pm-5:05pm
Closing Reception

Sponsors

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Sponsorship Information

This event will feature insights from top executives, including

  • Thought Leadership Spotlight and App Partner

  • Thought Leadership Spotlight Partner

  • Panel Partner

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  • Session Introduction Partner

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  • Breakout Session Partner

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  • Senior Supporter Partner

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  • Supporter Partner

Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.