Why You Should Attend!



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 San Francisco.

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 engaging and thought-provoking sessions on key topics that include:

  • How CFOs lead their finance teams to expand their purview beyond reporting on past financial results to articulate overarching performance goals, and develop plans to achieve and exceed them
  • How CFOs extend their influence outside 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 the Bay Area 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 Lily Niska at lniska@argyleforum.com.

Speaker
ARGYLE HOST Dave Wittenberg Director Financial Strategy
World Vision U.S.
View Bio »
Speaker
Loraine Binion Executive Director of Finance and Administration
UC Berkeley
View Bio »
Speaker
Frank Brucato CFO
Stanford University
View Bio »
Speaker
Rich Clayton Vice President of Business Analytics Product Group
Oracle
View Bio »
Speaker
Sunny Donenfeld Senior Associate Dean for Finance and Administration and Chief Financial Officer
USC Marshall School of Business
View Bio »
Speaker
Sean Hanlon Chief Financial Officer- East Bay
Catholic Charities USA
View Bio »
Speaker
Alison Holmlund Chief Customer Officer
Host Analytics, Inc.
View Bio »
Speaker
Kam Kennedy Strategic Account Manager
Sage
View Bio »
Speaker
Matt LaVay EVP & CFO
Ellie Mae
View Bio »
Speaker
Thomas Masuguchi CFO
Yokohama Corporation of North America
View Bio »
Speaker
Sas Mukherjee EVP, CFO and Chief Strategy Officer
York Risk Services
View Bio »
Speaker
Roy Nicholson Principal – Business Consulting & Technology
Grant Thornton
View Bio »
Speaker
Ash Noah Vice President, CGMA External Relation
AICPA
View Bio »
Speaker
Blake Oliver Senior Product Marketing Manager
FloQast
View Bio »
Speaker
Gabe Perez General Manager, Power Applications
Coupa
View Bio »
Speaker
Alan Rich co-founder and CEO
Chrome River
View Bio »
Speaker
Jack Ryder CFO of Americas Finance
Microsoft
View Bio »
Speaker
Khozema Shipchandler Executive Vice President, Corporate Development and Chief Financial Officer (CFO)
GE Digital
View Bio »
Speaker
Pankaj Srivastava VP Finance Global Procurement & Supply Chain
Flex
View Bio »
Speaker
John Turcza CFO
See's Candies, a division of Berkshire Hathaway, Inc.
View Bio »
Speaker
Karen Walker Vice President, Chief Accounting Officer
Pandora
View Bio »
Speaker
Cindy Zamora Senior Director of Finance in Global Channels
Juniper Networks
View Bio »
  • 7:30am – 8:30am Breakfast
  • 8:30am – 8:40am Argyle Opening Remarks featuring Argyle Host
    read more »

    Dave Wittenberg
    Director of Financial Strategy
    World Vision U.S.

  • 8:40am – 8:45am Session Introduction featuring Sage
    read more »

    Kam Kennedy
    Strategic Account Manager
    Sage

  • 8:45am – 9:20am Keynote Presentation featuring York Risk Services: “Evolving Role of the CFO”
    read more »

    The role of the CFO has been evolving and has never been as critical as it is now. The business world, disrupted by digital and globalization, is changing fast and the stakes are high – the power of decisions can impact a company irreparably and the factors for foresight in decision making are vast - CFOs are in this unique position, beyond the CEO, to step up to chief decision support officers to help steer the company forward.
     
    CFOs are being called to action to create value, develop strategy and:

    • Manage disruption and lead change
    • Become a creative visionary who is grounded firmly in the facts while being able to partner with the CEO on supporting the vision
    • Understand of whole business and the key outcome metrics (not just financial) – Customer Experience, Talent, Brand, Competitive Intelligence, Efficiency of Business Processes (not just in Finance)
    • Become an advisor, operator and enabler

    Participate in this thought provoking session for a dialog on:

    • Traditional Role.  A traditional CFO, and how is it different from the modern day CFO?
    • Evolution.  Why has the CFO’s role changed over time?
    • Key Skills: What are the three key skills every modern-day CFO should possess, and why?
    • Challenges.  What particular challenges do you face as a finance leader?
    • Culture. Views on company culture? How do you bring the accounting & finance team together?
    • Lessons. What are the most important learnings about being a finance leader?
    • Tips. Tips for the next generation of CFO’s / aspiring finance leaders.

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

  • 9:20am – 9:40am Thought Leadership Spotlight featuring Microsoft: "Modern Finance Transformation"
    read more »

    Jack Ryder
    CFO of Americas Finance
    Microsoft

  • 9:40am – 10:05am Networking Break
  • 10:05am – 10:25am Thought Leadership Spotlight featuring Host Analytics: “The Future of Finance: Connection and Collaboration”
    read more »

    Alison Holmlund, Chief Customer Officer of Host Analytics, will discuss how Host Analytics customers of all industries and sizes are reshaping how Finance executes on its mission to drive peak performance in the organization.  In this keynote presentation, Alison will discuss where Finance has historically been, where it is now and where it needs to go to enable a connected and collaborative organization and how technology supports this transition.
     
    Alison Holmlund
    Chief Customer Officer
    Host Analytics

  • 10:25am – 11:10am Panel Discussion: “The CFO’s Role in Preventing Financial Risk and Fraud”
    read more »

    Session topics include, but are not limited to:

    • How are CFOs leveraging technology to prevent and mitigate financial risk and fraud?
    • What are examples of best practices for financial risk mitigation and fraud prevention?
    • What types of controls are being implemented, both internally and externally, to prevent financial fraud from occurring?
    • How is governmental regulation impacting fraud prevention (eg. Sarbanes-Oxley Act)?
    • How does the changing and expanding role of the CFO impact risk mitigation and fraud prevention?

    Moderator:
    Sunny Donenfeld
    Sr Associate Dean for Finance & Administration, CFO
    USC Marshall School of Business
     
    Panelists:
    Loraine Binion
    Executive Director, Finance & Administration
    University of California, Berkeley
     
    Sean Hanlon
    CFO – East Bay
    Catholic Charities USA

    Alan Rich
    Co-Founder and CEO
    Chrome River Technologies

    John Turcza
    CFO
    See’s Candies

  • 11:15am – 11:35am Networking Break
  • 11:35am – 11:55am Thought Leadership Spotlight featuring Coupa Software: "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 Software

  • 11:55am – 12:40pm Panel Discussion: “Leveraging Dynamic Technology to Achieve Business Agility in Finance”
    read more »

    Session topics include, but are not limited to:

    • How are finance and accounting functions leveraging business process technologies to achieve business agility?
    • How have the finance and accounting functions’ responsibilities shifted in an era of increased digitalization?
    • What are some best practices for managing technology spend and promoting innovation?
    • How has driving business agility in the finance function helped you achieve organizational goals? What has it enabled your business to accomplish?
    • How are companies mitigating security concerns while simultaneously implementing dynamic innovative technologies?
    • How are you working with your current teams to keep their training up-to-date in an era of constant innovation?
    • Which KPIs do you use to evaluate the quality and efficiency of your team?
    • What is your long-term vision for your finance and accounting teams?

    Moderator:

    Cindy Zamora
    Senior Director of Finance in Global Channels
    Juniper Networks

    Panelists:
    Thomas Masuguchi
    Senior Vice President, Deputy CFO
    Yokohama Tire

    Blake Oliver
    Senior Product Marketing
    FloQast

    Khozema Shipchandler
    Executive Vice President, Corporate Development and CFO
    GE Digital

    Pankaj Srivastava
    Vice President, Global Procurement & Supply Chain
    Flex

  • 12:45pm – 1:05pm Thought Leadership Spotlight featuring AICPA: "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 

  • 1:05pm – 2:05pm Lunch
  • 2:05pm – 2:25pm Thought Leadership Spotlight featuring Oracle: Extreme Finance: Tomorrow’s Analytics for Finance is Here Today!
    read more »

    Finance is always looking for greater insight and do more with fewer resources.  How can this be achieved with limited bandwidth?  Cloud together with machine learning makes it possible to bring real innovation to all finance professionals.  Imagine a cloud platform that enables you to work SMARTER by leveraging embedded machine learning to create trustworthy predictions, work FASTER and do more analysis and scenarios in the same amount of time, while achieving RICHER insight by having all information accessible without help from IT.  Tomorrow’s analytics for finance is here today, and we call it Extreme Finance.

    Rich Clayton
    VP, Business Analytics Product Group
    Oracle

  • 2:25pm – 2:45pm Thought Leadership Spotlight featuring Grant Thornton
    read more »

    Roy Nicholson
    Principal – Business Consulting and Technology
    Grant Thornton

  • 2:45pm – 3:00pm Networking Break
  • 3:00pm – 3:35pm Keynote Presentation featuring Pandora: "Transforming the Finance Function"
    read more »

    How to drive operational efficiency to deliver the finance function for less and become a trusted and valued business partner.

    Karen Walker
    Vice President, Chief Accounting Officer
    Pandora

  • 3:35pm – 4:10pm Fireside Chat featuring World Vision USA: “Non-Profits: What is Finance’s strategic role when it’s not about ROI?”
    read more »

    Please note: this session is off the record

    Non-profits’ organizational cultures are usually mystifying, even disorienting, to corporate eyes.  The truth is, the people dynamics within non-profits ARE more challenging – but they are challenging in very predictable ways that Finance (yes, Finance!) is ideally positioned to resolve.
     
    In this fireside chat Dave brings his experiences from both sides of the rabbit hole to explore those dynamics and our special role in navigating these challenges.  Whether a senior executive or board member, current or considering a leap into non-profit, Finance can align energies and drive greater success in the non-profit sphere.

    Dave Wittenberg
    Director of Financial Strategy
    World Vision U.S.

    Interviewed by
    Sean Hanlon
    CFO – East Bay
    Catholic Charities USA

  • 4:10pm – 4:20pm Argyle Closing Remarks by Argyle Host
    read more »

    Dave Wittenberg
    Director of Financial Strategy
    World Vision U.S.

  • 4:20pm – 5:20pm 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 "2018 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 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

Hotel Nikko


222 Mason St.
San Francisco, CA 94102
Telephone: (415) 394-1111
Website

Venue

InterContinental San Francisco


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

Venue

San Francisco Marriott Union Square


480 Sutter Street
San Francisco, CA 94108
Telephone: (866) 912-0973
Website