2018 Chief Financial Officer Leadership Forum
Why You Should Attend!#ArgyleCFO
The influence of today’s Chief Financial Officers extends well beyond the realm of finance. Companies increasingly expect CFOs to demonstrate not only financial acumen but also the ability to partner with other departments and other business units to identify opportunities to improve their companies’ overall performance.
Beyond reporting on past financial results, today’s CFO works closely with senior leadership to balance strategic goals and operational requirements to develop a comprehensive approach to planning for a company’s future.
To explore how finance leaders adapt as their responsibilities expand, Argyle Executive Forum is bringing together CFOs and other finance executives for our annual Chief Financial Officer Leadership Forum in Los Angeles.
Throughout a full day of thought leadership content and networking, this invitation-only forum provides finance executives with unique opportunities to learn from one another about how to meet the most pressing challenges they face today.
With an agenda geared to Chief Financial Officers, Chief Accounting Officers, Controllers, and Treasurers, as well as executives in leadership roles in finance, accounting, and FP&A, this forum will feature thought-provoking and engaging sessions on critical issues that include:
- How CFOs lead their finance teams to broaden their skills beyond reporting on past financial results to establish overarching performance goals, as well as develop plans to achieve and exceed them
- How CFOs extend their influence beyond finance by establishing partnerships with human resources, sales, IT, and other areas of their companies
- How CFOs prepare their companies for economic, regulatory, and political developments that will have the greatest impact on how they do business
Our keynote presentations, fireside chats, panel discussions, and networking sessions will provide you with ideas and best practices you can share within your organization. This forum also offers you a unique opportunity to expand your network by connecting with senior finance leaders hailing from Los Angeles and beyond. We look forward to hosting you!
Register to Attend
This event will feature insights from top executives, including:
If you'd like to recommend a speaker, please email Lily Niska at email@example.com.
Dental Lab Holdings View Bio »
Dean is the Chief Financial Officer with Dental Lab Holdings (DLH), a private-equity backed company that is purchasing, combining and operating dental lab businesses in North America. Is this role, Dean is responsible for all aspects of finance and accounting, treasury, planning, human resources, IT, and risk management. He is a key contributor for new business acquisition and investor relations work.
Prior to joining DLH, Dean served as the Chief Financial Officer with Karl Storz Endoscopy-America, Inc., which is a global leader in minimally invasive surgical devices and instruments. In this role, he helped lead the company through many change initiatives, including the macro industry changes associated with the Affordable Care Act. Dean was a key member of the executive leadership team for seven years, during which the company experienced sustained, profitable growth despite adverse economic conditions. His span of responsibility included all of the finance, planning, accounting, treasury, internal audit, commercial compliance, business continuity, and facilities functions.
Before moving to medical devices, Dean served in leadership roles with Countrywide Home Loans. In these roles, Dean managed a global accounting team, led business and financial planning activities, and worked closely with business and IT leaders to build analytic and reporting platforms.
Dean’s corporate finance career began with Ford Motor Company. Over the span of eight years, he fulfilled several analytic, planning and fraud investigation roles. Prior to Ford, Dean was an auditor with a Big 4 public accounting firm.
Dean has earned both the CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) certificates, and also an MBA from the Kelley School of Business, Indiana University.
Northrop Grumman Corporation View Bio »
Phil is controller of Northrop Grumman Military Aircraft Systems (MAS) Division, a ~$5B organization with approximately 6,000 employees primarily located in Southern California and Florida. Key programs include the production of E-2D Advanced Hawkeye carrier-capable airborne early warning aircraft; F-35 Lightning II Joint Strike Fighter and F/A-18 Super Hornet center/aft aircraft fuselage sections; and B-2 Stealth Bomber and Joint Surveillance Target Attack Radar System (JSTARS) aircraft periodic maintenance, overhaul and upgrade. And yes, it’s impossible to introduce an Aerospace and Defense (A&D) bio without acronyms!! Phil studied economics at the University of Newcastle and joined KPMG to become the UK equivalent of a US Certified Public Accountant (CPA). In 1998 Phil joined Litton Industries as an internal auditor in Woodland Hills, Ca and via the Northrop Grumman acquisition of Litton, became a Northrop employee. Phil has enjoyed multiple roles with Northrop, starting in the Corporate office including mergers and acquisitions, financial integration/planning/reporting/analysis, and system implementation experience. Phil moved on to become the first controller of Northrop’s internal shared service sector, helping to stand up and consolidate multiple support functions and locations into more rational, efficient operations. In Phil’s current role as MAS controller he is strategic partner to both the Division CFO and General Manager, bringing his corporate experience to Division operations. Phil is also a trustee on the Board of Northrop’s UK pension schemes, perhaps highlighting how US Defense Contractors are increasingly becoming global security companies. Phil completed the Executive Program at the UCLA Anderson School of Business and is a keen cyclist.
NBCUniversal View Bio »
Speaker bio coming soon...
FirstService Residential View Bio »
Lourdes Pineda serves as the Senior Vice President of Financial Services for FirstService Residential. She joined the company in 2013, and brings with her nearly 20 years of industry-related experience. She is responsible for the oversight of the company’s financial services functions, including client and corporate accounting services, as well as the company’s financial systems to ensure that all client and associate needs are met.
Prior to joining FirstService Residential, Pineda spent 14 years with Carnival Corporation & PLC where she held several leadership roles including VP Controller for Carnival Cruise Lines and CFO for Seabourn Cruise Lines, both operating companies of the Corporation. She began her career with the Miami office of the accounting firm Coopers & Lybrand LLP in their Business Assurance practice.
She is a Certified Public Accountant and holds both Bachelor and Master Degrees in Accounting from Florida International University. Raised in South Florida, she currently lives in Davie, Florida with her family.
Alpert & Alpert View Bio »
Speaker bio coming soon...
GE Digital View Bio »
Khozema is the CFO for GE Digital, responsible for overall operational excellence, financial planning, business development & information technology.
Khozema was born in Fort Wayne, Indiana, USA. He attended Indiana University and graduated with a Bachelor of Arts degree in Biology and English, with a minor in Economics. He is also halfway through an Executive MBA at the University of Chicago. In 1996, he joined GE Money’s Management Development Program. In 1997, he joined GE Plastics Financial Management Program. He then joined GE’s Corporate Audit Staff in 2000, where he spent five years as an Executive Audit Manager and oversaw Aviation, Transportation and Consumer and Industrial. In 2005, he joined GE Aviation as Manager, Financial Planning and Analysis. In 2006, he was promoted to CFO, Military Systems. And, in 2007, he was promoted to CFO, Aviation Systems. In 2009, he was promoted to CFO, Aviation Services. Then in 2011, he was promoted to the position of CFO, GE, in the Middle East, North Africa & Turkey. In 2012, he was appointed as a Company officer. And, in January 2014, he was named Vice President of the Corporate Audit Staff. He most recently was promoted to Vice President and CFO of GE Digital in October 2015. Khozema is married to Alefiya and they have two children, ages ten and seven. Khozema enjoys spending time with his family, golfing, playing tennis, reading and traveling.
8:00am - 9:00am Networking breakfast and registration
Take the time to get to know the fellow attendees, speakers and sponsors that you will be sharing the day with. Continental breakfast with coffee, tea and juices will be served.
9:00am - 1:00pm Morning sessionsOur speakers share their expertise on hot topics and challenge areas through various presentation styles. Keynotes, panels and fireside chats will be broken up by networking breaks.
1:00pm - 2:00pm Lunch
Enjoy a healthy buffet lunch and networking time.
2:00pm - 4:30pm Afternoon sessions
Our speakers will share their expertise on hot topics and challenge areas through various presentation styles. Sessions will be broken up by one afternoon coffee and snack break.
4:30pm - 6:00pm Cocktail reception
Wrap up the day with a cocktail (or a few!) and hors d'Oeuvres. Head home with new connections and a notebook full of key takeaways to implement back at the office.
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
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
I'd like to bring some colleagues. Do I need to
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
To maintain exclusivity, we don't release the
venue address until
the registration process has been completed. All
details will be shared once you have requested a
pass and been
"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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*EXECUTIVES AT THE DIRECTOR-LEVEL AND ABOVE FROM ORGANIZATIONS WITH OVER 100MM IN REVENUES ONLY
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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 15% discount off the Best Available Rate per night. For details on where the event will take place, please contact your Argyle relationship manager.