Why You Should Attend!



ATTENDEES ARE ELIGIBLE FOR 3 CPE CREDITS

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!

Eligible attendees will be awarded 3 CPE credits for their participation in the CFO Forum. 

This event will feature insights from top executives, including:

If you'd like to recommend a speaker, please email Laura Laxamana at llaxamana@argyleforum.com.

Speaker
Yvonne Besvold Vice President Finance & Treasurer
Patagonia
View Bio »
Speaker
Ragu Bhargava CEO
Global Upside
View Bio »
Speaker
Erik Charles Vice President, Product Marketing
Xactly
View Bio »
Speaker
Hayes Drumwright CEO
POPin
View Bio »
Speaker
Kenneth Goldman Chief Financial Officer
Yahoo
View Bio »
Speaker
Sean Hanlon Chief Financial Officer- East Bay
Catholic Charities USA
View Bio »
Speaker
Walter S. Jackson Vice President & General Manager
American Express
View Bio »
Speaker
Dave Kellogg CEO
Host Analytics
View Bio »
Speaker
Danielle Lackey General Counsel
Motus
View Bio »
Speaker
Ravi Mallela Senior Vice President, Head of Finance
First Republic Bank
View Bio »
Speaker
Narayan Menon Vice President, Technology Finance
Intuit
View Bio »
Speaker
Sas Mukherjee EVP, CFO and Chief Strategy Officer
York Risk Services Group
View Bio »
Speaker
Stephanie Plaines VP & Chief Financial Officer, Sam's Club
Walmart Global eCommerce
View Bio »
Speaker
Rosemarie Rae Associate Vice Chancellor, Chief Financial Officer
UC Berkeley
View Bio »
Speaker
Benjamin Stefancic VP & Chief Financial Officer, Global Supply Chain
Gap Inc.
View Bio »
Speaker
Paul Todgham Senior Vice President, Corporate Finance
Levi Strauss & Company
View Bio »
Speaker
John Turcza Chief Financial Officer & Treasurer
See's Candies, a division of Berkshire Hathaway, Inc.
View Bio »
  • 7:45am - 8:45am Breakfast
  • 8:45am - 8:50am Argyle Executive Forum Opening Remarks
  • 8:50am - 9:40am Panel Discussion: “Achieving Value through Effective Risk Management”
    read more »

    Session topics include, but are not limited to: 

    • How has the role of Finance evolved over the years, and 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 tying risk to business strategy?
    • Balancing risk with opportunity in a fluctuating economy
      • How are you taking an entrepreneurial approach to risk in a complex economic environment?
      • How are you monitoring the economic impact of risk and how are you leveraging this information to achieve value?
      • Discuss best practices in using analytics to reduce operational costs and mitigate risks.
    • How are finance executives anticipating both known and unknown risk, and what are some best practices to manage these risks effectively?
      • 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?
      • How finance can mitigate risk from human behavior that runs counter to corporate goals and overall strategy
    • Is your organization regularly discussing disruptors in your industry?
      • What are the key factors transforming your industry right now, and what is your team doing to anticipate and analyze risks disruptors pose in an effective way?

    Moderator:

    Ravi Mallela
    Senior Vice President, Head of Finance
    First Republic Bank

    Panelists:

    Ragu Bhargava
    CEO
    Global Upside

    Erik Charles
    Vice President, Product Marketing 
    Xactly

    Paul Todgham
    Senior Vice President, Corporate Finance
    Levi Strauss & Company

    John Turcza 
    Chief Financial Officer & Treasurer 
    See's Candies, a division of Berkshire Hathaway, Inc.

  • 9:40am-10:15am Fireside Chat featuring Yahoo! and USC Marshall School of Business
    read more »

    Kenneth Goldman
    Chief Financial Officer
    Yahoo!

    Interviewed by:

    Sunny Donenfeld
    Senior Assoc. Dean for Finance & Administration and CFO
    USC Marshall School of Business

  • 10:15am- 10:40am Coffee Break
  • 10:40am- 11:00am Thought Leadership Spotlight: "Finance Transformation: A CEO’s Perspective (A Tale of 3 Budgets)"
    read more »

    In this thought leadership session, Host Analytics CEO Dave Kellogg provides his view of Finance Transformation, including his experiences with corporate budgeting and planning and working with Finance as a business partner. He’ll also discuss the next wave in transforming enterprise performance management (EPM) processes, so Finance can shift its focus from counting to considering.  Dave will highlight best practices in:

    • Automating manual processes to increase finance productivity
    • Accelerating planning and reporting and increasing agility
    • Aligning finance and operations through enterprise planning and modeling

    Dave Kellogg
    CEO
    Host Analytics

  • 11:00am - 11:35am Keynote Presentation: “Changing Role of CFO - Finance Agility in the Digital Business Transformation”
    read more »

    Stephanie Plaines
    VP & Chief Financial Officer, Sam's Club
    Walmart Global eCommerce

  • 11:35am- 11:55am Thought Leadership Spotlight: “Tightening the Belt: How to Cut Costs and Maximize Profits”
    read more »

    Your expanding mobile workforce puts new risk and financial strain on your organization at a time when it is vital to find new sources of growth and maximize profitability. During this session, we will discuss cost-reduction measures that also improve accuracy and consistency within your mobile workforce, and how to avoid the IRS and labor law stumbling blocks that could cost your organizations millions.

    Danielle Lackey
    General Counsel
    Motus

  • 11:55am – 12:15pm Coffee Break
  • 12:15pm- 12:50pm Keynote Presentation featuring Patagonia
    read more »

    Yvonne Besvold
    Vice President Finance & Treasurer 
    Patagonia

  • 12:50pm – 1:10pm Thought Leadership Spotlight: “Management vs. Employees: How Leaders Can Bridge the Power Gaps that Hurt Corporate Performance”
    read more »

    This session will provide corporate finance leaders a roadmap for bridging the hierarchical gaps between management and employees to gain company-wide acceptance of transformative strategic initiatives. Hayes Drumwright will demonstrate how to take responsibility for uncovering and fusing the inspiration potential at all levels of your organization and neutralizing the culture of fear and apathy that corrodes the team and organizational commitments of your employees.

    Attendee Take-Aways:

    • How to better implement change in today’s over-complicated, over-structured enterprise
    • Inspire the enterprise employee base to work with the same passion as the founders and executive team toward corporate success
    • Traverse the often-confusing array of new social media tools in order to better understand which tool is appropriate to which situation without creating more social noise
    • Ensure a 70% success rate for new initiatives instead of the current 70% failure rate critical to corporate productivity, profitability, and viability

    Hayes Drumwright
    CEO
    POPin

  • 1:10pm - 2:10pm Lunch
  • 2:10pm-2:15pm Session Introduction
    read more »

    Walter S. Jackson
    Vice President & General Manager
    American Express

  • 2:15pm – 3:00pm Panel Discussion: "The CFOs Evolving Role as Chief Influencer”
    read more »

    Session topics include, but are not limited to:

    • Acting as the agent of change for the organization and furthering the strategic value of CEO-CFO partnerships
    • Creating smarter, efficient work patterns throughout the organization
      • How is the CFOs influence expanding beyond just the finance and accounting function (collaboration with IT, HR, etc.)?
    • Leveraging business intelligence to drive value
    • Effectively automating the finance office and improving business processes
    • Utilizing technology to gain competitive advantage
    • Evaluating major political, regulatory and economic factors that will impact the business climate in 2017

    Moderator:

    Rosemarie Rae
    Associate Vice Chancellor, Chief Financial Officer
    UC Berkeley

    Panelists:

    Sean Hanlon
    Chief Financial Officer- East Bay
    Catholic Charities USA

    Sas Mukherjee
    EVP, CFO and Chief Strategy Officer 
    York Risk Services Group

    Benjamin Stefancic
    VP & Chief Financial Officer, Global Supply Chain 
    Gap Inc.

  • 3:00pm- 3:15pm Coffee Break
  • 3:15pm- 3:50pm Keynote Presentation: "Managing Technology Investments in a Rapidly Evolving Cloud/SaaS World”
    read more »

    Narayan Menon
    Vice President Finance, Technology & Functions
    Intuit

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

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

About Image
  • "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 hotel is recommended by Argyle Executive Forum. Please note that we do not have a corporate rate.

Venue

InterContinental San Francisco


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