Why You Should Attend!



EXPLORING THE EVOLVING FINANCIAL LANDSCAPE AND ONGOING REGULATORY DEVELOPMENTS

Argyle Executive Forum is bringing together leading CFOs and financial executives together for our biannual 2017 Chief Financial Officer Leadership Forum in Chicago. Throughout a full day of thought leadership content and networking, we will focus on the most pressing issues that finance executives 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:

  • Understanding  and effectively addressing the financial risks that disruptors within your industry pose
  • Evaluating major political, regulatory and economic factors impacting the business climate
  • Leveraging emerging technologies to drive cost cutting and operational efficiency
  • Transforming data into valuable insights to make better business decisions
  • Maintaining a reliable, stable finance organization amidst internal business transformation or disruption
  • Effectively onboarding 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 heart of the Midwest and beyond!

This event will feature insights from top executives, including:

If you'd like to recommend a speaker, please email Angela De Jong at adejong@argyleforum.com.

Speaker
Maninder Chadha Director, Corporate Strategy and Business Development
Caterpillar
View Bio »
Speaker
Sean Gillis Director of Financial Planning and Analysis
PSAV
View Bio »
Speaker
Julie Hakim Vice President, Finance and Administration
Lundbeck
View Bio »
Speaker
Robert Jardim Vice President of Finance
Comet Group
View Bio »
Speaker
Christopher Kodosky CFO
Global Brass and Copper Holdings
View Bio »
Speaker
Kenneth McGhee Chief Financial Officer
Loretto Hospital
View Bio »
Speaker
Tony Morrison Executive Vice President, Chief Financial Officer
Integrity Payment Systems
View Bio »
Speaker
Fady Moubareck Director, Global Financial and Capital Planning
Yum! Brands
View Bio »
Speaker
Ash Noah Vice President, CGMA External Relations
Association of International Certified Professional Accountants
View Bio »
Speaker
John O'Rourke Vice President of Product Marketing
OneStream
View Bio »
Speaker
Gabe Perez General Manager, Power Applications
Coupa
View Bio »
Speaker
Rishi Potdar Vice President, Chief Financial Officer - Online Division
Sears
View Bio »
Speaker
Geraldine Smrcina CFO
Mistica Foods
View Bio »
Speaker
Patrick Taylor President and Chief Executive Officer
Oversight Systems
View Bio »
Speaker
Darrell Thomas Vice President and Treasurer
Harley-Davidson
View Bio »
Speaker
Michael Whitmire CEO
FloQast
View Bio »
  • 8:00am - 9:00am Breakfast
  • 9:00am - 9:05am Argyle Opening Remarks
  • 9:05am - 9:10am Session Introduction featuring Workday
    read more »

    Peter Rutman
    Executive Director - Sales
    Workday

  • 9:10am - 9:45am Keynote Presentation: "The Best Qualities of an Effective Leader”
    read more »

    At the end of the day, Leadership is not about the title. It’s about whether someone is following you. Leadership is about who you’re being, rather than what you’re doing. As we look at today’s CFO, we wear many hats within an organization, we need to choose our team to support the business and/or association and be effective inside and outside of our leadership roles.

    Geraldine Smrcina
    Chief Financial Officer
    Mistica Foods

  • 9:45am - 10:05am Thought Leadership Spotlight: "Business as Unusual – Driving Agility in Disruptive Times"
    read more »

    Disruptive technologies. Geopolitical shifts. Consumer empowerment. Today’s finance leaders are operating in an era of business as unusual. 

    Digital disruption is making current business models obsolete and organizations have no option but to leverage technology and data to transform or become a casualty. The organizations that will thrive in these complex times are those with teams that are nimble, quick and confident to make critical decisions on the fly.

    Join Ash Noah, CPA, CGMA, from the Association of International Certified Professional Accountants, as he shares research and insights on the impact of technology on the finance function of the future and the imperative for organizations to adopt a new operating model for finance.

    Ash Noah, CPA, CGMA
    Vice President, CGMA External Relations
    American Institute of CPAs 

  • 10:05am - 10:30am Networking Break
  • 10:30am - 10:50am Thought Leadership Spotlight: "The Next Generation of Intelligent Spend Management"
    read more »

    How leveraging AI and peer data can improve results through community intelligence. From advanced bench-marking to deep supplier risk knowledge, we can all benefit from our peers.

    Gabe Perez
    General Manager, Power Applications
    Coupa

  • 10:55am - 11:50am Panel Discussion: "From Business Silos to Finance-Led Connected Planning"
    read more »

    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?
    • How can finance work with HR to ensure employees maintain the skills and have the resources necessary to enable the company to sustain growth?

    Moderator:

    Geraldine Smrcina
    Chief Financial Officer
    Mistica Foods

    Panelists:

    Sean Gillis
    Director of Financial Planning and Analysis
    PSAV

    Julie Hakim
    Vice President, Finance and Administration
    Lundbeck

    Robert Jardim
    Vice President of Finance
    Comet Group  

    Darrell Thomas
    Vice President and Treasurer
    Harley-Davidson

  • 11:55am - 12:15pm Fireside Chat: "Best Practices in Corporate Performance Management"
    read more »

    Improving corporate performance management (CPM) processes and systems is a top initiative for many Finance organizations. But where do you start? This fireside chat session will address key challenges in CPM, as well as best practices in budgeting, planning, consolidation, and reporting that organizations should be thinking about for 2018.

    Christopher Kodosky
    Chief Financial Officer
    Global Brass and Copper Holdings

    and

    John O'Rourke
    Vice President of Product Marketing
    OneStream Software

  • 12:15pm - 12:40pm Networking Break
  • 12:40pm - 1:00pm Thought Leadership Spotlight: "Technology Trends in Corporate Financial Management"
    read more »

    Managing an enterprise shouldn't be complex. Thanks to a stronger partnership between finance and IT, companies are now able to see what's happening in every area of their business and get ready for whatever comes next. Companies are leveraging data to better deliver efficiency, compliance, and profitability within their organizations. Across all industries, collaborative data-driven decisions are being made by building stronger relationships between financial and IT executives, who are tasked with the need to see in real-time what's happening in their business to help them compete and grow on a global scale.

    Kevin Nicholas
    Vice President, Product Marketing Enterprise
    Sage

  • 1:00pm - 2:00pm Lunch
  • 2:00pm - 2:05pm Session Introduction featuring Oversight Systems
    read more »

    Patrick Taylor
    President and Chief Executive Officer
    Oversight Systems

  • 2:05pm - 2:55pm Panel Discussion: “How Finance Leaders Are Streamlining the Financial Close”
    read more »

    Session topics include, but are not limited to:

    • Which stages of closing the books are typically the most time-consuming for finance teams
    • Best practices for identifying and eliminating bottlenecks throughout the financial close
    • How to overcome obstacles to revamping long-entrenched processes for closing the books
    • How accelerating your financial close improves compliance with internal reporting requirements and external regulation
    • How automating the financial close drives operational efficiency, fosters greater collaboration between CFOs and other departments, and establishes a more strategic role for finance

    Moderator:

    Kenneth McGhee
    Chief Financial Officer
    Loretto Hospital

    Panelists:

    Tony Morrison
    Executive Vice President, Chief Financial Officer
    Integrity Payment Systems 

    Fady Moubareck
    Director, Global Financial and Capital Planning
    Yum! Brands

    Rishi Potdar
    Vice President, Chief Financial Officer - Online Division
    Sears

    Michael Whitmire
    CEO
    FloQast

  • 2:55pm - 3:15pm Networking Break
  • 3:15pm - 4:00pm Keynote Presentation: "Doing Business in South Africa: What You Need to Know About Broad-Based Black Economic Empowerment"
    read more »

    How multi-nationals can approach B-BBEE especially the ownership requirements and how one company leveraged diversity to find an innovative solution.  

    Maninder Chadha
    Director, Corporate Strategy and Business Development
    Caterpillar

  • 4:05pm - 4:40pm Keynote Presentation: "Today's CFO: The New Agent of Change"
    read more »

    Kenneth McGhee
    Chief Financial Officer
    Loretto Hospital

  • 4:40pm - 4:50pm Argyle Closing Remarks
  • 4:50pm - 5:50pm Closing 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: Fall Event" in Chicago
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:

Please note the below is the preferred hotel of Argyle Executive Forum. For details on where the event will take place, please contact your Argyle relationship manager.

Venue

Hotel Blake Chicago


500 South Dearborn
Chicago, IL 60605
Telephone: (312) 986-1234
Website