Why You Should Attend!

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.”

This event will feature insights from top executives, including:

If you'd like to recommend a speaker, please email Jessica Bozzo at jbozzo@argyleforum.com.

Chuck Boynton CFO
SunPower Corporation
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Jonathan Chadwick Chief Financial Officer and Executive Vice President
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Rich Clayton Vice President of Business Analytics & Big Data Product Group
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Kevin Cunningham Chief Financial Officer
SunWize Technologies
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Duke Dayal Chief Financial Officer
Bank of the West
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John Duca Vice President & Associate Director of Research
Federal Reserve Bank of Dallas
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Satya Easwaran Principal, Advisory
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Mark Emmerson Chairman & Chief Financial Officer
Sierra Pacific Industries
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Ashley Fieglein Johnson Chief Financial Officer
ServiceSource International
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Ron Gill Chief Financial Officer
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Kevin Harris CFO
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Mikkel Hippe Brun Co-Founder
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Michael Karim Chief Financial Officer
GE Software
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Carrie Kovac Regional Vice President
E*TRADE Financial Corporation
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Gregory Matz Chief Financial Officer & Vice President
Cooper Companies
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Bertram Meyer CEO
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Sandra Pham Vice President and CFO, Finance Operations
Kaiser Permanente
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John Rhine Vice President of Corporate Development
Intellectual Ventures
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Geoff Ribar SVP & CFO
Cadence Design Systems
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Frances Spark Chief Financial Officer and Treasurer
CYS Investments
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Scott Sparks Deputy CEO & Senior Vice President Client Services
Proxima Group
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Benjamin Stefancic CFO of Gap North America Stores & Online
The Gap
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Gordon Tucker Managing Director, Internal Audit and Financial Advisory
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James Tucker Sr. Director, Business Network Strategy
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  • 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?
    Moderator:Sandra PhamVice President and CFO, Finance OperationsKaiser PermanentePanelists:Duke DayalChief Financial OfficerBank of the West Michael KarimChief Financial OfficerGE SoftwareBertram MeyerCEOTauliaJohn RhineVice President of Corporate DevelopmentIntellectual VenturesGordon TuckerManaging Director, Internal Audit and Financial AdvisoryProtiviti 

  • 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
    Moderator:John DucaVice President & Associate Director of ResearchFederal Reserve Bank of DallasPanelists:Chuck BoyntonChief Financial OfficerSunPower CorporationKevin CunninghamChief Financial OfficerSunWize Technologies Kevin HarrisChief Financial OfficerRevitasBenjamin StefancicVP Gap Brand Global FinanceThe Gap 

  • 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?
    Moderator:Julie SilverCFOFIJI WaterPanelists:Mark EmmersonChief Financial Officer & ChairmanSierra Pacific IndustriesSatya EaswaranPrincipal, AdvisoryKPMG Ashley Fieglein JohnsonChief Financial OfficerServiceSource International Greg MatzChief Financial Officer & VPThe Cooper CompaniesFrances SparkCFOCYS Investments

  • 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 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!

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 "2014 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.

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

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


Chancellor Hotel

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

Continuing Education Credits:

Please note that Continuing Education credits are not offered for this meeting.