Why You Should Attend!



Argyle Executive Forum is bringing together senior finance executives for our inaugural 2017 Financial Planning & Analysis Leadership Forum in Atlanta. Throughout a full day of content and networking, this invitation-only event will provide finance executives unique opportunities to learn from and connect with industry leaders who play key roles in guiding the strategic direction of their companies. With a program geared towards leaders in finance, accounting, financial reporting, business analytics and strategy, this event will feature engaging and thought-provoking sessions on key themes that include:

  • How finance teams increase their value to their companies by expanding their purview from retrospective reporting to forward-looking strategy
  • How companies are employing new approaches to financial planning and analysis (FP&A) to better inform their decisions and improve their performance
  • Best practices for finance leaders to establish a culture of accountability throughout their companies
  • Exploring the skills and attributes finance executives need to seek and develop among the finance teams they lead in order to support FP&A
  • How companies can successfully apply the disciplines of analysis and planning within and beyond 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 Atlanta and beyond. We look forward to hosting you!

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.

Speaker
Jade Barnwell Director, FP&A
Mitsubishi Hitachi Power Systems Americas
View Bio »
Speaker
Kerstin Benden Chief Financial Officer, Consumer Business, and Vice President, Finance
Georgia-Pacific Corporation
View Bio »
Speaker
Sunny Donenfeld Senior Associate Dean for Finance and Administration and Chief Financial Officer
USC Marshall School of Business
View Bio »
Speaker
David Gray Vice President, Finance and Corporate Controller
Superior Essex
View Bio »
Speaker
Jason Griset Director of Finance
ARCOP, Inc.
View Bio »
Speaker
Larry Hammel Chief Financial Officer
Clarke County School District
View Bio »
Speaker
Bill Huber Vice President, Chief Financial Officer
VELUX
View Bio »
Speaker
Andrea Johnson Finance Leader
SunTrust Bank
View Bio »
Speaker
Maxwell Kagan Chief Financial Officer and Vice President of Finance
WellStar Medical Group
View Bio »
Speaker
Ben Pierce Director of Sales, Planning and Analytics
Workday
View Bio »
Speaker
Madhavi Rajdev Controller
City of Atlanta Government
View Bio »
Speaker
Anthony Roman Finance Director
Kelly Services
View Bio »
Speaker
Brian Savoy SVP, Business Transformation and Technology
Duke Energy Corporation
View Bio »
  • 8:35am - 9:35am Breakfast
  • 9:35am - 9:40am Argyle Executive Forum Opening Remarks
  • 9:40am - 10:15am Fireside Chat featuring Superior Essex
    read more »

    Featuring:

    David Gray
    Vice President, Finance, and Corporate Controller 
    Superior Essex

    Interviewed by:

    Anthony Roman
    Finance Director
    Kelly Services

  • 10:15am - 10:40am Networking Break
  • 10:40am - 11:30am Panel Discussion: From FP&A to Performance Improvement: The Evolving Strategic Role of the CFO
    read more »

    Session topics include but are not limited to:

    • How to navigate new expectations among investors and other stakeholders with regard to financial disclosure
    • The CFO's increasing responsibility for establishing an organization's strategic direction
    • How the CFO can work with areas of an organization outside finance to develop a picture of performance that is clearer than one that focuses exclusively on financial data
    • The CFO's role not only in maintaining compliance with external financial reporting requirements but also in enhancing an organization's visibility into its performance
    • How the CFO can take the lead in preparing a roadmap for performance improvement

    Moderator:

    Sunny Donenfeld
    Senior Associate Dean for Finance and Administration and Chief Financial Officer
    USC Marshall School of Business

    Panelists:

    Bill Huber
    Chief Financial Officer and Vice President
    VELUX

    Ben Pierce
    Director of Sales, Planning and Analytics
    Workday

    Madhavi Rajdev
    Controller
    City of Atlanta

    Brian Savoy 
    Senior Vice President, Business Transformation and Technology 
    Duke Energy Corporation

  • 11:30am - 11:50am Networking Break
  • 11:50am - 12:35pm Fireside Chat featuring Clarke County School District
    read more »

    Featuring:

    Larry Hammel 
    Chief Financial Officer 
    Clarke County School District

    Interviewed by:

    Jade Barnwell
    FP&A Director
    Mitsubishi Hitachi Power Systems Americas

  • 12:35pm - 1:35pm Lunch
  • 1:35pm - 2:25pm Panel Discussion: How Finance Leaders Foster Cross-Pollination
    read more »

    Session topics include but are not limited to:

    • New ways organizations are relying on FP&A to inform strategic decisions, as well as identify future opportunities and risks
    • How finance leaders can foster a culture of cross-pollination between finance and other essential areas of their organizations
    • How to enable your organization to apply the disciplines of analysis and planning within, as well as beyond, the realm of finance

    Moderator:

    Andrea Johnson
    Vice President
    SunTrust Bank

    Panelists:

    Kerstin Benden
    Chief Financial Officer, Consumer Business, and Vice President, Finance
    Georgia-Pacific LLC

    Jason Griset
    Director of Finance
    ARCOP, Inc.

  • 2:25pm - 2:50pm Networking Break
  • 2:50pm - 3:35pm Fireside Chat featuring WellStar Medical Group
    read more »

    Featuring:

    Maxwell Kagan
    Chief Financial Officer and Vice President of Finance
    WellStar Medical Group

    Interviewed by:

    Jade Barnwell
    FP&A Director
    Mitsubishi Hitachi Power Systems Americas

  • 3:35pm - 3:40pm Argyle Executive Forum Closing Remarks
  • 3:40pm - 4:40pm Closing Reception

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

From FP&A to Performance Improvement: The Strategic Role of the CFO

Companies have long perceived the CFO to be a steward of data about past performance. But in recent years, the CFO has emerged as a valuable contributor to a company's decisions not only because of the data the finance team collects but also because of the CFO's unique ability to translate data into strategy. We will consider:

    • Why the CFO is taking on increasing responsibility for establishing a company's strategic direction
    • How the CFO can work with areas of an organization outside finance to develop a picture of performance that is clearer than one that focuses exclusively on financial data
    • The CFO's role not only in maintaining compliance with external financial reporting requirements but also in enhancing an organization's visibility into its performance
    • How the CFO can take the lead in preparing a roadmap for performance improvement 

     

     

     

How to Establish a Forward-Looking FP&A Function

Finance teams offer expertise they can share with colleagues in other departments to enable their organizations to plan for the future. Find out how finance teams increase their value to their organizations through FP&A. We will examine:

    • The evolution of FP&A from retrospective to forward-looking
    • New ways organizations are relying on FP&A to inform strategic decisions, as well as identify future opportunities and risks
    • Skills and attributes finance leaders will need to seek and develop among finance teams in order to support FP&A
    • How to enable your organization to apply the disciplines of analysis and planning within, as well as beyond, the realm of finance

     

     

     

How Finance Leaders Create and Sustain a Culture of Performance

Finance teams often prepare projections for the future based on indicators of financial performance that are months out of date. Recognizing the limitations of depending only on traditional metrics, many CFOs are also including essential nonfinancial performance indicators in their FP&A processes. We will discuss:

    • How a finance team can take the lead in developing a collaborative yet objective process to identify financial and nonfinancial performance indicators
    • Warning signs that your organization needs to rethink FP&A, and how to recognize and act on them
    • New approaches to FP&A that are changing how organizations improve their performance
    • How to avoid the most common mistakes finance leaders make in their efforts to revamp FP&A
    • Best practices for finance leaders to foster accountability when setting expectations for and communicating performance throughout their organizations

     

     

     

     

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 FP&A Leadership Forum" in Atlanta
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 hotels are recommended by Argyle Executive Forum. Please note that we do not have a corporate rate. For details on where the event will take place, please contact your Argyle relationship manager.

Venue

Grand Hyatt Atlanta in Buckhead


3300 Peachtree Road NE
Atlanta, GA 30305
Telephone: (888) 421-1442
Website