2017 CFO Think Tank: The Evolving Role of the Treasurer
Why You Should Attend!
We invite you to join Argyle Executive Forum, and its partner, American Express, for a look into how the role of the treasurer continues to evolve into a highly strategic leadership position.
Today’s treasurer is a proactive, forward-thinking strategist who is constantly staying abreast of industry benchmarks, news, emerging trends, and technology. The treasurer forms strong partnerships internally and externally to ensure every part of the organization has what it needs to be successful today and tomorrow.
Among the topics we will consider are:
- How the responsibility of the treasurer is broadening from ensuring there is enough cash on hand to investing strategically to continue to set the business up for success in the future
- Achieving a balance between mitigating risk and maximizing liquidity
- Staying on top of key trends, including those in technology, talent management, and global growth
Location: midtown Manhattan. Exact address will be disclosed once registration request is approved
The "2017 CFO Think Tank: The Evolving Role of the Treasurer" in New York
is proudly sponsored by:
Through its Global Commercial Payments division, American Express offers a suite of payment and lending products that help businesses and organizations of all sizes gain financial savings, control and efficiency. Global Commercial Payments provides solutions for travel and everyday business spending, cross border payments, global currency solutions, and business financing.
To learn more about Global Commercial Payments visit business.americanexpress.com
This event will feature insights from top executives, including:
American Express View Bio »
Susan Chapman-Hughes serves as Senior Vice President, US Large Market, Global Corporate Payments. She is responsible for leading and managing GCP’s U.S. and multinational client relationships representing $43 billion in annual charge volume. Her team focuses on delivering industry leading service and innovative payment solutions to over 4,000 large market clients.
Prior to joining GCP, Susan led the Global Real Estate and Workplace Enablement group supporting the company’s American Express’s footprint of 62,000 employees across 41 countries. She led the creation of “BlueWork”, an industry leading, award winning, innovative workplace transformation initiative. In 2012, BlueWork received the Chairman’s Award for Innovation -Top Innovators Prize, a first for real estate.
As an experienced global executive, Ms. Chapman-Hughes has led various organizational business transformation and growth efforts in Fortune 500 companies including Citigroup and Level 3 Communications. Susan currently serves as a director for Potbelly Corporation (PBPB).
In addition to her professional roles, Ms. Chapman-Hughes is committed to volunteer work for non-profit community development organizations across the United States and remains an active mentor to young people in her community. Her volunteer work includes serving on many boards including The National Trust for Historic Preservation, A Better Chance and Girls Inc.
Ms. Chapman-Hughes has received numerous awards for her achievements. In 2013, she was named to the Grio 100 list by Grio.com/NBC Universal and as one of the “100 Most Creative People in Business” by Fast Company.
Ms. Chapman-Hughes holds a Master of Business Administration in Real Estate and Urban Land Economics from the University of Wisconsin-Madison. She also holds a Master of Regional Planning from The University of Massachusetts-Amherst and a Bachelor of Science in Engineering from Vanderbilt University.
Ms. Chapman-Hughes resides in New York with her husband and daughter.
The Hackett Group View Bio »
Mark Peicker is responsible for guiding client executive and senior management teams through strategic visioning and target setting, enabling practical business transformation. Mark leads fortune clients through Finance, Procurement, and Shared Services transformation and globalization initiatives. He is responsible for The Hackett Group’s Digitalization methodology and has extensive experience in the implementation of process automation technologies.
Prior to joining The Hackett Group, Mark was the Latin America Controller and Operations Director for Cabletron Systems, responsible for establishing infrastructure and a distribution network in Latin America. Before that, he was the Director of Shared Services with VMware, responsible for establishing a Global Shared Service organization from Finance and Procurement. Mark has a broad cultural perspective, gained through his expatriate and international assignments in the U.S. Navy, Industry and Consulting.
Mark holds a MIBA in International Business from United States International University and a B.S. in Finance and Management Information Systems from The Whittemore School of Business and Economics at the University of New Hampshire.
Viacom View Bio »
Celine Perrot-Johnson is a Vice President of Corporate Finance in the Global Treasury team of Viacom. She is responsible for Viacom treasury outlook, she coordinates capital market actions and rating agencies presentations. She is also responsible for the review of Viacom pension and 401k plans and leads discussions with the Investments Committee. In her 20 years at Viacom she held a number of senior-level finance roles culminating in Head of Global Financial Planning group. She is also a multi-sports athlete who has completed more than 10 marathons and a survival triathlon in the Shawangunks mountains. She enjoys competitive horseback riding with her two daughters. She holds an MBA from Columbia Business School and is a Chartered Financial Analyst.
New York University View Bio »
Janine Wilcox manages the University’s Treasury, Real Estate, Debt and Insurance & Risk Management programs.
Janine analyzes market conditions and the University’s long-range capital plan to optimize the timing and structure of each NYU transaction, in the context of projected financial performance and the impact of incremental leverage on the University’s credit rating.
Janine is also responsible for NYU’s tax-exempt bond compliance program which monitors the ongoing use of all University facilities that have been financed or improved with tax-exempt bond funds for compliance with IRS regulations. NYU’s tax-exempt bond compliance database covers more than 150 buildings and over 275 individual capital projects.
Ms. Wilcox’s work with the Office of Real Estate covers all transactions related to the University’s 15M square foot real estate portfolio, including acquisitions, dispositions, and leasing activity (both as landlord and tenant).
Janine’s prior professional experience includes several years of non-profit investment banking at Wells Fargo and Bank of America Merrill Lynch, specializing in tax-exempt bond issuance on behalf of colleges, universities and museums.
Prior to her career in banking, Ms. Wilcox was a statistician in the biomedical space, working with pharmaceutical firms and public health organizations worldwide.
Janine holds a BS degree in Statistics and Economics from the University of Pittsburgh and is pursuing a MPA at New York University.
American Express View Bio »
Vivian Zhou is the Head of Global Capital Markets at American Express (AXP). In this capacity, Vivian leads a group whose global responsibilities include funding strategy and planning, investment management, execution of capital markets transactions including debt issuance; interest rate swap; and share repurchase, deposit programs such as Personal Savings from American Express, fixed income investor relations, as well as corporate insurance programs.
Prior to her current role, Vivian was the Head of CCAR Enterprise Management Office. In this role, she was responsible for AXP's Comprehensive Capital Analyses and Review (CCAR) submission as well as other enterprise-wide capital adequacy stress-testing processes such as those required by the Dodd-Frank Act. She led the effort in establishing and implementing a number of processes and control enhancements that have significantly improved the quality of AXP’s CCAR program. Earlier in her AXP career, Vivian served as Vice President of Global Funding and Debt Investor Relations. She was integral to AXP’s balance sheet management activities, prior to, during and after the great financial crisis. Vivian joined American Express in 2006 as a Director in CCSG Finance supporting Proprietary Lending.
Vivian holds an MBA in Finance from Wharton School at the University of Pennsylvania, a B.S. in Accounting from Binghamton University, and is a Certified Public Accountant (CPA). She lives in Westchester with her husband and two children.
8:00am – 8:30am Networking Breakfast
8:30am – 8:35am Argyle Executive Forum Opening Remarks
8:35am – 8:40am Participant Introductions
8:40am – 9:00am American Express Remarks
read more »
Head of Global Capital Markets
9:00am - 10:00am Panel Discussion: The Evolving Role of the Treasurer
read more »
The following session topics, which are subject to change, include but are not limited to:
- Forecasting cash requirements in a volatile economic environment
- Unlocking new sources of capital
- Optimizing liquidity
- Mitigating cybersecurity risks
- Introducing new payment processes such as blockchain
Senior Vice President, U.S. Large Market Global Corporate Payments
Director, Business Transformation, Strategy & Operations
The Hackett Group
Vice President, Corporate Finance, Global Treasury
New York University
10:00am – 10:10am Networking Break
10:10am – 10:50am Interactive Roundtable Discussions
10:50am - 11:00am Closing Remarks
This meeting convenes Chief Financial Officers and direct reports. Participation is reserved for Members of Argyle Executive Forum that meet the following criteria:
- VP level or higher finance executives, as well as select direct reports, from companies with at least $1b in annual revenue.
- Chief Financial Officers (or equivalent), as well as select direct reports, from companies with at least $300mm in annual revenue.
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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 $425 per night, taxes not included. For details on where the event will take place, please contact your Argyle relationship manager.