Why You Should Attend!

Argyle Executive Forum is bringing together leading finance executives for our annual Chief Financial Officer Leadership Forum in Dallas. Throughout a full day of content and networking, this event will provide senior finance executives with unique opportunities to learn from and connect with industry leaders. With a program geared towards leaders in finance, accounting, FP&A, treasurers and controllers, this invitation-only forum will feature engaging and thought-provoking sessions on key themes, including:

  • How finance executives are taking the lead in enabling their companies to establish goals, gauge their progress in achieving them, and adjust expectations in an environment where frequent change is the norm
  • How to streamline reporting processes to ensure finance teams disseminate information that is consistently timely and accurate
  • Best practices for finance leaders to establish a culture of accountability
  • How companies successfully apply the disciplines of budgeting, forecasting, and planning within and outside the realm of finance

Our keynote presentations, fireside chats, panel discussions and networking sessions will equip you with actionable takeaways to bring back to the office, as well as the opportunity to expand your network by connecting with senior finance leaders hailing from Dallas and beyond. We look forward to hosting you!

Register to Attend

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This event will feature insights from top executives, including:

If you'd like to recommend a speaker, please email Joe Fleischer at joefleischer@cfo.com.

Michael Bowman Regional Chief Financial Officer
Weber Shandwick
View Bio »
Babar Chaudhry Senior Vice President, Financial Planning and Analysis
Santander Consumer
View Bio »
Randy Garrison Vice President, Global Line of Business Finance
View Bio »
Joe Hanlon Chief Financial Officer, BMO Transportation Finance
BMO Financial Group
View Bio »
Cathy Hauslein Chief Accounting Officer
Service King Collision Repair
View Bio »
Katherine Motlagh Chief Financial Officer, EMEA and Latin America
American Tower
View Bio »
Sas Mukherjee EVP, CFO and Chief Strategy Officer
York Risk Services Group
View Bio »
Julian Potter Chief Financial Officer
Arcis Golf
View Bio »
Mohit Punj Vice President, Corporate Development
Basic Energy Services
View Bio »
Naresh Srinivasan Vice President, Controller and Shared Services
Brinks Security
View Bio »
  • 8:30am - 9:30am Breakfast
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    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. 

  • 9:30am - 9:35am Argyle Opening Remarks
  • 9:35am - 10:10am Opening Keynote Session
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    Sas Mukherjee
    Executive Vice President, Chief Financial Officer and Chief Strategy Officer 
    York Risk Services Group

  • 10:10am - 10:35am Networking Break
  • 10:35am - 11:20am Panel Discussion: From business silos to finance-led connected planning
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    External factors such as customer demands, market volatility, digital disruption, and government regulations are putting increased pressure on you and your FP&A team to react quickly. You need to collaborate more closely with the business, be more efficient with allocation of capital, and make more frequent forecast adjustments in order to meet your company’s financial goals. But traditional planning challenges persist that prevent FP&A teams from transforming how to plan and prepare for the future—by collaborating with the business and connecting planning processes. 

    Session topics include, but are not limited to:

    • How can finance better connect finance and operational goals to lead real transformation across the company?
    • How can finance collaborate across the organization to meet your company’s financial goals?
    • How can finance manage the avalanche of data and information while staying agile, making quick decisions, and keeping up with company growth?


    Joe Hanlon
    Chief Financial Officer, BMO Transportation Finance 
    BMO Financial Group

    Julian Potter
    Chief Financial Officer
    Arcis Golf

    Mohit Punj
    Vice President, Corporate Development
    Basic Energy Services

  • 11:20am - 11:40am Networking Break
  • 11:40am - 12:00pm Thought Leadership Spotlight featuring SAP: Top 10 Things to Know for 2020
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    Corporate Finance organizations are experiencing the first impacts of what will be a massive change in the way they work, as the world transitions to the Digital Economy.  The result will be a tremendous positive change in the way finance performs its function.  This transformation is being driven by two major factors: 

    1) Demands from the business are creating new business models.  

    2) Disruptive technologies are significantly impacting how finance professionals perform their daily tasks.  

    Multiple technologies are arising that allow for substantial change but taken together, they allow for radical change.

    Randy Garrison
    Vice President, Global Line of Business Finance

  • 12:05pm-12:40pm Keynote featuring American Tower
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    Katherine Motlagh Chief Financial Officer, EMEA and Latin America American Tower

  • 12:40pm - 1:40pm Lunch
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    Take a midday break to grab lunch, network with your peers, and discuss the morning presentations.

  • 1:40pm - 2:15pm Keynote featuring The Brink’s Company
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    Naresh Srinivasan
    Vice President, Controller and Shared Services
    The Brink’s Company 

  • 2:15pm - 2:35pm Networking Break
  • 2:35pm - 3:10pm Keynote featuring Weber Shandwick
    read more »

    Michael Bowman
    Regional Chief Financial Officer 
    Weber Shandwick

  • 3:15pm - 3:50pm Keynote featuring Service King Collision Repair
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    Cathy Hauslein
    Chief Accounting Officer
    Service King Collision Repair

  • 3:50pm - 3:55pm Argyle Closing Remarks
  • 3:55pm-4:55pm Closing Reception

What will be discussed? Explore hot topics and challenge areas such as:

The Evolution of Financial Reporting

For organizations that prepare annual reports, the opportunity to review a full year in hindsight presents finance teams with the perspective they need to plan for the year ahead. Yet just as expanding your horizon from one month to 12 months reveal trends that are not easily perceptible over a shorter timeframe, so too does broadening your observations beyond financial metrics to identify new ways to measure performance. We will examine:

    • How new expectations among companies' key internal and external stakeholders are changing the nature of reporting
    • How to maintain the accuracy and timeliness of the data that informs your budgets, plans, and forecasts
    • Best practices for working with other areas of your company to develop a comprehensive view of performance
    • The role of the CFO not only in reporting past results but also in enhancing an organization's visibility into its future

How CFO's Improve the Value of Budgets

For CFOs, gaining buy-in for the budgeting process is as important as ensuring the integrity of the numbers. An effective budget results from a CFO's cultivation of relationships with, and gathering of knowledge from, each department outside finance and each business unit throughout an organization. We will focus on:

    • Key challenges finance leaders face with budgeting, and how they are overcoming them
    • Best practices for determining which methods of budgeting address your organization's needs
    • The CFO's role in transforming an organization's approach to budgeting
    • Strategies and techniques a finance leader can use, as well as how to collaborate effectively with other departments, to establish a more efficient and more accurate budgeting process 

How CFO's Can Use Forecasting to Support Growth

As CFO's take on increasing strategic responsibilities, their acumen with developing forecasts is crucial for enabling their companies to plan beyond the next quarter. We will discuss:

    • Why forecasts are becoming as important or even more important than budgets
    • The latest developments in forecasting CFOs should know about
    • How to recognize when your approach to forecasting needs to change
    • How to gain support for the introduction of new processes and resources to improve forecasting

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 Dallas
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:

Please note the below is the preferred hotel of Argyle Executive Forum. Please specify that you are part of the Argyle group when booking sleeping rooms in order to receive a discounted rate of $185 per night, taxes not included. For details on where the event will take place, please contact your Argyle relationship manager.


The Fairmont Dallas

1717 N Akard St.
Dallas, TX 75201
Telephone: (800) 441-1414