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 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!
Additionally, attendees of our Finance Channel Live Events Can Earn CPE Credits!
Participants of our live Finance Channel events have the opportunity to earn continuing professional education (CPE) credits. CPE certificates will be awarded on a per request basis and according to NASBA standards.
Field of Study: Finance
Level: All Sessions are Advanced Level
Prerequisite: Senior Manager Level and above in Finance
Advanced Prep: None Needed
Delivery method: Group Live
Number of credits: Up to 6
Refunds: Since there is no charge to attend this event, there are no refunds following registration
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.
World Vision U.S. View Bio »
Dave Wittenberg is the Director of Financial Strategy at World Vision US, a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide with $1B revenue in the United States. As Directory of Financial Strategy, Dave provides strategic decision support to World Vision executives to achieve greater impact from their biggest bets.
Dave brings a unique blend of traditional corporate investment analysis and behavioral economics developed over the course of more than 300 major strategic initiatives in a variety of for-profit companies and not-for-profit organizations. He held extensive responsibilities across a wide range of industries as an advisor to CEOs and CFOs in capital investments, strategic analysis, M&A, and other major decision. From these experiences Dave developed a highly effective, disciplined, yet flexible framework that enables teams to unleash their full capabilities to generate better solutions, wring out hidden waste, and deliver superior returns.
He received his MBA from the Wharton School of Business at the University of Pennsylvania and served as Visiting Assistant Professor in Finance and Business at Pacific Lutheran University.
UC Berkeley View Bio »
Loraine Binion is currently the Executive Director of Finance and Administration of the University Development and Alumni Relations Division at the University of California, Berkeley. Loraine also serves as Treasurer of the UC Berkeley Foundation and Treasurer of the Berkeley Endowment Management Company. Prior to coming to UC Berkeley, Loraine was the Chief Financial Officer of The Women’s Foundation of California, the oldest and largest community Foundation serving the needs of women and girls in California. Loraine also completed an 18-year career at Levi Strauss & Co., where her last position was Director of Finance for the America’s Division. Loraine has held a number of responsible positions at Levi Strauss & Co., including Director of Finance for Slates (Levi’s newest brand of dress pants for men), Manager of Corporate Internal Audit and Controller of the Brittania Sportswear subsidiary.
Loraine is a native of Los Angeles and received a Bachelor of Science degree in Business Administration from California State Polytechnic University at Pomona. Loraine earned a Master of Business Administration degree specializing in Finance and Accounting from UCLA and is a Certified Public Accountant in the State of California. Loraine is an adjunct Professor of Accounting at Golden Gate University, and has taught at several Los Angeles and San Francisco Bay area colleges.
Loraine has been featured in Fortune Magazine, and was honored by Ebony Magazine as one of the “100 Best and Brightest Black Women in Corporate America. She has been a guest on a local television talk show and has written articles for national publication. Dollars and Sense Magazine honored Loraine for her accomplishments in the Corporate Financial arena. Loraine has received many awards recognizing her professional accomplishments and commitment to community service. Loraine was one of six women featured in the book “A Few Good Women; Breaking the Barriers to Top Management”. This book is now in national publication.
Community involvement and service has always been a high priority for Loraine. The Oakland YMCA honored Loraine for her specific contributions towards the advancement and improvement of life for women in the Bay Area. She has served on the Boards of Directors of Big Sisters of the East Bay, and Oakland Youthworks, which is a job placement agency for inner city youth, and is a past member of the Oakland/Piedmont Chapter of National Charity League. Loraine has also served as a mentor with “An Income of Her Own”, which is a program designed to give girls and young women the tools, knowledge, and experience to prepare them to be independent and to obtain economic power. Loraine is a founding member of the San Francisco Bay Area Chapter of the National Black MBA Association. This organization also recognized Loraine as a Speaker of the Year.
Loraine has served as Chair of the Finance Committee and on the Board of Directors of the Oakland African American Chamber of Commerce. She also enjoys mentoring college students through the East Bay College Fund and through various mentoring organizations at UC Berkeley. Loraine is a past Board Member and Treasurer of the Bay Area Black United Fund and First Vice President of the Oakland/Bay Area chapter of the National Coalition of 100 Black Women (NCBW). Loraine is currently the National Campaign Treasurer for a Member of the U.S. Congress. Loraine also proudly serves on the Board of Directors of Berrett-Koehler Publishers, Inc. Loraine is a graduate of the San Francisco Chamber of Commerce’s Leadership Program, a member of Delta Sigma Theta Sorority, and is a member of the Oakland Bay Area Chapter of Links, Inc.
Loraine is a fitness enthusiast and enjoys all types of aerobic and outdoor activities. Loraine is married to Joseph Hardy, a retired photographer and artist; they reside in Oakland, California. Her two daughters, Allyson and Alicia live on the East Coast.
Stanford University View Bio »
Frank F. Brucato, Stanford Law School's chief financial officer and senior associate dean for administration, joined the Stanford staff in 1983. He is responsible for all financial and administrative functions of the law school, including accounting, budgeting, information systems, facilities, human resources, and executive education. During his years at the law school, Brucato is credited with masterminding numerous building projects, including the classroom, library, and clinic renovations, and has spearheaded the construction of the Munger Graduate Residence and the William H. Neukom Building. Brucato created the first law school loan repayment assistance program, and assisted in the drafting and creation of the law exempting loan forgiveness from taxation. Other accomplishments include establishment of direct loan program for law students, and creating a Venture Capital Fund for the Law School. Prior to coming to the law school, Brucato served as an accountant at D. Bradburn & Co. in Monterey after graduating from California State University at San Jose.
Current and past non-profit board memberships include Los Altos Education Foundation, QuestBridge Scholars Program, Future Youth Records, and member of the Bing Crosby National Pro-am audit and finance committee.
Oracle View Bio »
Rich Clayton is Vice President of Business Analytics Product Group and is responsible for the global adoption of Oracle’s Business Intelligence, Big Data Analytics and Enterprise Performance Management solutions. He has a passion for helping companies create value from data and transform their analytical processes. Mr. Clayton is continuously researching industry trends, interacting with customers and partners, and presenting at finance forums, big data events and analytic symposiums around the world on Oracle’s strategy and the future of analytics.
Prior to joining Oracle, he was vice president of product strategy for Hyperion where he we was responsible for go-to-market planning, market strategy, pricing and sales enablement. Mr. Clayton has held several executive marketing positions for venture backed cloud startups. Before joining the technology industry, Rich held various corporate finance roles and was a public auditor with McGladery in Chicago.
Mr. Clayton currently serves on the Board of Regents for Loras College in Dubuque, Iowa. Collaborating with faculty and administration, he founded the Loras College Center for Business Analytics and led the development of the first MBA program in the state of Iowa focusing on business analytics.
Mr. Clayton earned his bachelor's degree in accounting from Loras College.
USC Marshall School of Business View Bio »
Sunny Donenfeld is the Senior Associate Dean for Finance & Administration and CFO at the USC Marshall School of Business. He is responsible for the school’s finance, budget, human resources, information technology and facilities functions. Donenfeld also manages the school’s diversity and inclusion initiatives.
Prior to joining USC, Donenfeld was the Associate Dean for Administration at the Samuel Curtis Johnson Graduate School of Management at Cornell University. He began his career in IT at Stanford University, where he worked in a number of positions of increasing responsibility.
Donenfeld earned a Master’s of Business Administration and a Master’s of Industrial and Labor Relations from Cornell University, and a Bachelor’s degree in Latin American and Caribbean Area Studies from the State University of New York at Binghamton. He served on the executive committee of the board of the Cancer Resource Center of the Finger Lakes, and he enjoys hiking and travel.
Catholic Charities USA View Bio »
Speaker bio coming soon...
Host Analytics, Inc. View Bio »
For the past five years, Alison Holmlund has led the Host Analytics Customers for Life organization, where she focuses on the ongoing success and satisfaction of all Host Analytics customers. In 2017, she expanded her role to include the Host Analytics Professional Services division as the new chief customer officer, where she oversees aof the company’s customer accounts and ensures that, from the moment a customer joins the Host Analytics family, all the way to contract renewal, expectations are exceeded every step of the way.
Alison has a strong background in developing B2B customer-experience strategies by constantly driving innovation, being a strategic thinker, and keeping the customer front and center at all times.
Under her leadership, Alison will be responsible for aligning the Customers for Life and Professional Services teams to make sure Host Analytics customers achieve peak performance by providing expertise in project implementation, delivering ongoing product education, sharing best practices, and supporting customers through critical milestones.
Alison has 20 years of experience in technology sales and services, helping companiesmanage their customer success initiatives. Prior to Host Analytics, she built out the technical sales, professional services, customer support, and renewal teams at Proofpoint, and played a key role in developing technical sales and professional services for AirFlash. In her role at Netscape as a principal consultant, Alison designed and implemented multimillion-user email systems for projects such as mac.com and thePalm VII device.
She earned a Bachelor of Science degree in Computer Science and Mathematics from New York University’s Courant Institute of Mathematical Sciences.
Sage View Bio »
Speaker bio coming soon...
Ellie Mae View Bio »
Speaker bio coming soon...
Yokohama Corporation of North America View Bio »
Thomas Masuguchi was appointed Senior Vice President, Chief Strategy Officer and Deputy CFO of Yokohama Tire Corporation in May, 2013. In this role, he is responsible for Finance, Information Technology, Corporate Planning, Supply Chain, Logistics and Human Resources. Since joining Yokohama in 2008, Masuguchi has held various positions including Deputy CFO, Chief Accounting Officer as well as Corporate Controller.
Prior to joining Yokohama, Masuguchi worked for Fremont General Corporation, a diversified financial services company which owned and operated various subsidiaries that specialized in property and casualty insurance, residential and commercial real estate lending, mortgage servicing operations, asset backed lending and premium finance. During that time, he held multiple positions throughout the organization, most recently as Managing Director of Financial Reporting, Vice President of Financial Projects and Vice President of Dividends.
Masuguchi began his career in 1989 at KPMG Peat Marwick, one of the “Big Four” national accounting firms, shortly after graduating from California State University, Long Beach with a bachelor of science degree in Accountancy.
York Risk Services View Bio »
Sas is a visionary C-level cross-industry executive with 25+ years of experience, balanced between senior corporate executive roles as well as service provider/start-up executive roles, and has managed and delivered P&L growth in both capacities. Sas is entrepreneurial, has a track record of success & passion in developing trusted advisory relationship with c-level executives in Fortune 500 as well as start-up companies globally to deliver exponential business & revenue growth while mentoring & coaching talent to build cohesive & high performing teams. Differentiated by deep insight into business, customers and market success, Sas enables technology and global sourcing to solve complex business problems to drive value, innovation and agility for stakeholders. Sas is a globalization advisor and has built businesses and co-established service delivery capability and high quality talent pools in offshore locations (including India, Japan, Philippines, Singapore, Guatemala, Brazil, Argentina, Belgium, Germany, Spain, Canada, and Mexico) to offer win-win results to global corporations.
Sas is currently the EVP, CFO and Chief Strategy Officer for York Risk Services Group, a portfolio company of Onex Corp, a leading global investment firm with $23 billion of capital under management. In total, Onex has investments in over 25 companies that collectively have $36 billion in assets, $23 billion in revenue, and 145,000 employees.
Prior to York, Sas was a Member of the Board of Advisors at a $250 million Insurance/ Warranty Company which is in the Portfolio of a Private Equity Firm with $15 billion in committed Capital.
Prior to this Sas was CFO and Head of Corporate Development for Serco Global Services, Americas, a division of the $8 billion Serco Group, a FTSE 250 listed company. Serco Global Services was sold to the Blackstone Private Equity Group.
Sas led the US business of Intelenet Global Services, a global services company that was a Blackstone Private Equity portfolio company and was sold to Serco Group Plc at 12.5x EBITDA.
Earlier Sas was EVP and CFO for Qualitas Healthcare Solutions, where he advised US, Caribbean and Asian Healthcare providers on Medical Tourism, New Hospital Business Case and Fund Raising, M&A, Medical Schools and Internships with US Hospitals etc.
In the past Sas has been Divisional CFO and Executive Director of Strategy & Business Excellence for Kaiser Permanente, a $37 B integrated Health Delivery System.
Sas was also the President of niche globalization and business transformation advisory firms with clients such as Accenture, Ariba, and Dow Jones.
Sas has been a Partner/ Managing Director at a big 4 management consulting firm and advised the C-Suite of Fortune 500 companies such as Anheuser-Busch, Charles Schwab, Citibank, Gillette, Intel, Siemens, Walt Disney etc. on business transformation and globalization strategies.
Sas regularly advises institutional investors on industry trends and company valuations. Sas has been invited by foreign governments to consult on Medical Tourism and impact of US Healthcare Reform, Consulting, BPO and ITES Trends etc. Sas has been the author of numerous knowledge articles and an invited speaker to various industry events, conferences and university seminars as well as advisor to analyst firms and advisory board director for entrepreneurs. Sas is also the co-inventor of a patent pending internet deployable healthcare solution for consumers.
Sas is the President and Board Member at the San Francisco Chapter of Finance Executives International (FEI). Sas is also a co-founder and board member of the Global Ideas eXchange, a San Francisco based Thought Leadership not-for-profit Organization promoting awareness around globalization.
Sas is educated in Electrical Engineering, Finance/ Accounting and Management. Sas has lived in India, Singapore, and Europe. He has lived in the San Francisco bay area for the past 20+ years.
Grant Thornton View Bio »
Speaker bio coming soon...
AICPA View Bio »
Ash Noah, CPA, CGMA, is vice president of CGMA external relations at Association of International Certified Professional Accountants. In this role, he serves as a liaison to CFOs and CEOs to understand how finance teams are evolving and guides initiatives to help finance and accounting professionals create more value for their organizations. Noah is responsible for elevating awareness among employers and finance leaders of the Chartered Global Management Accountant (CGMA) designation, which develops confident and competent business leaders through a structured approach to skills development.
Noah joined the Association in 2012. Prior to that, he served as CFO of the international unit of TNT Express, the global transport and logistics provider and led finance teams in 45 countries through significant transformation. He has been involved with mergers and acquisitions in Brazil, Chile, India and Spain.
Noah is a licensed U.S. CPA and a Fellow of CIMA. He is based in Durham, North Carolina.
FloQast View Bio »
Blake Oliver is an entrepreneur, accountant, writer, and speaker who specializes in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. He is the Senior Product Marketing Manager for FloQast and the Editor of Cloud Accounting Weekly, an online publication for controllers and accountants using cloud technology to improve efficiencies and make their jobs more strategic and impactful.
In 2012, Blake founded Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled hist staff and clients to collaborate 100% remotely. Within three years, Cloudsourced Accounting was a team of twelve serving approximately 200 customers spread across the United States. HPC CPA, formerly Harshman Phillips & Company, acquired Cloudsourced Accounting in 2015. After taking time off to finish his CPA exams, Blake joined Armanino LLP, the largest California-based accounting and consulting firm, where he worked as a Manager in the Outsourced Finance & Accounting team.
Blake holds a Bachelor of Music from Northwestern University and an Accounting Certificate from UCLA. He lives in Los Angeles, California with his wife, son, and Jack Russell terrier.
Coupa View Bio »
As General Manager of Power Applications, Gabe Perez has global responsibilities for go-to- market strategies across Coupa's Power Applications (Sourcing, Sourcing Optimization [Formerly known as Trade Extensions], Supplier Information Management, Contract Lifecycle Management, Inventory, Analytics, AI Classify [Formerly known as Spend360] and Coupa Risk Aware).
Gabe helps people see the bigger picture of how Value-as-a-Service is changing the way companies do business and how Coupa leads the market in that area. It is not simply a replacement for current software. Like many software upstarts, it helps companies address areas of inefficiency that legacy software has left untouched.
Gabe has deep knowledge of Coupa’s products and the customer consideration process, and he combines the two to speak directly, authentically and compellingly to their needs and concerns as they make what for many is a bold decision—purchasing cloud software from a relative newcomer to the enterprise space. He is a futuristic thinker willing to challenge the status quo, and skilled at emboldening others to do the same. He is good at rooting out the hidden assumptions and unstated fears that prevent organizations from moving forward with positive change.
Gabe is well positioned to help people see the bigger picture of how Software-as-a-Service is changing the way companies do business and how Coupa fits into that picture. It is not simply a replacement for current software. Like many software upstarts, it helps companies address areas of inefficiency that legacy software has left untouched.
Gabe has been at Coupa for more than 6 years. He has held a many roles, from being a project manager to running our presales team globally, prior to that he worked at Ariba where he participated in many global rollouts of their software.
Chrome River View Bio »
As co-founder and CEO of Chrome River, Alan Rich guides software design with an acute focus on business function. He has worked with numerous organizations to implement innovative technology and provide expertise in financial management systems. Previously Alan co-founded Elite Information Group that provides several financial and practice management applications for law firms and professional services markets. He also held the position of Chief Strategist at Thomson Elite.
Alan holds a B.A. in economics from the University of California, Berkeley and an M.Phil in economics from Nuffield College, Oxford University.
Microsoft View Bio »
Jack Ryder is CFO of Americas Finance, an area with revenue of over $30B and more than 8,000 employees. The Americas team works in partnership with Microsoft's sales, marketing and services leaders to drive revenue and marketing efforts across a broad set of enterprise, mid-market and small business customers across the US, Canada and Latin America.
As Americas CFO, Jack leads a team that is responsible for providing business insight through revenue, profitability and resource analysis, business planning and business excellence through controls, compliance and audit activities and personnel leadership through development of the area Finance community.
Prior to joining Americas Finance, Jack held a series of finance leadership roles at Microsoft including the General Manager of Microsoft Western Europe, Senior Director of WW Small and Medium Solutions and Partners (SMS&P) segment and Director of the Microsoft Business Solutions Business Group. Prior to that, Jack worked at JD Edwards / PeopleSoft and IBM Global Services.
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.
Flex View Bio »
Pankaj Srivastava serves as VP of Finance for Flex, the Sketch-to-Scale™ solutions provider that designs and builds Intelligent Products for a Connected World™. With approximately 200,000 professionals across 30 countries, Flex provides innovative design, engineering, manufacturing, real-time supply chain insight and logistics services to companies of all sizes in various industries and end-markets. Pankaj concurrently manages two global roles within the Flex Finance organization:
He is CFO of a global business unit with close to a billion dollars in sales with dedicated factories, design centers, sales, marketing and supply chain teams with 12,000 + employees across Americas, Europe and Asia. In this role, he leads a global finance team that supports the core business planning and analysis, supports revenue growth and drives profitability through cost planning and pricing initiatives, multiyear strategic plans, acquisitions, compliance and audit.
Additionally, Pankaj serves as VP of finance for the People & Resources organization where he partners the CHRO and provides financial oversight for the global human resources, global facilities (more than 100+ sites) and global capex process in excess of $500 million. Prior to this role he was appointed as the first ever VP of global supply chain and procurement for Flex, leading the Finance organization for a $20 billion procurement and supply chain team covering all areas from global procurement to global quotations, global inventory, global freight and distribution. He also helped set up the back-office functions for the procurement, materials and engineering teams at GBS locations across the world, and was a key member of the Solectron ($16 billion acquisition) integration team.
Prior to Flex, Pankaj was CFO for Kodak India and finance director for Kodak South Asia cluster, responsible for managing a $550 million P&L and balance sheet across 13 countries and heading the supply chain planning function. For his achievements at Kodak he was selected in 2006 as one of the 25 hottest young executives under 40 in India by leading business magazine Business today. Pankaj started his career at Colgate Palmolive India, where he received the Chairman’s You Can Make a Difference award. (YCMAD)
Pankaj holds a bachelor’s degree in Electrical Engineering and an MBA in finance (IIM- Bangalore), and is a CPA Singapore. He was awarded the gold medal and Candidate of the Year in 2012 for Singapore CPA. He has lived and worked in India and Singapore, and currently resides in San Jose, California.
See's Candies, a division of Berkshire Hathaway, Inc. View Bio »
John R. Turcza is Chief Financial Officer and Treasurer for See’s Candies, a subsidiary of Berkshire Hathaway, Inc. See’s is a respected brand known for high quality chocolates and seasonal gift treats, with over 250 stores, e-commerce websites, catalog operations, and domestic and international licensees. See’s Candies fulfills Warren Buffett’s business ownership criteria of strong profitable cash flow, no debt, solid brand name as a competitive advantage, uncompromising product quality values, growth without major capital investment, and providing an extraordinary return on capital.
Prior to See’s, John served as Senior Vice President for Williams-Sonoma, Inc., where he was responsible for Financial Planning, Treasury, Risk Management, and investor relations functions for this publicly traded entity. Over 12 years he helped expand the company with a multi-channel brand presence that helped them to become the largest U.S. housewares e-commerce site. Earlier in his career, he held numerous other positions with Quaker Oats Company and Beatrice Foods Corporation.
John graduated with a BS degree in Accounting from the University of Illinois, and has a MBA from Northwestern University. He is a Certified Public Accountant (CPA) in Illinois. John serves as a volunteer with the Red Cross, and enjoys road biking on the coast.
Pandora View Bio »
With more than two decades of experience, Karen brings to bear her financial expertise and business acumen to build and execute strategies for the finance function, manage risk, and drive business insights. She has extensive experience across finance operations, accounting and compliance, and financial planning and analysis and with a focus on e-commerce, interactive media, and software as-a-service (SaaS).
Karen is currently the Chief Accounting Officer at Pandora Media where she is responsible for leading the treasury, tax, accounting and strategic procurement functions. In this role, she is leading transformation efforts for key finance functions to create shareholder value and drive business insights. She works closely with investor relations to prepare for earnings and support analyst coverage.
Prior to Pandora, Karen served as the global controller for Uber. During her three year tenure, she collaborated with cross functional teams to achieve strategic objectives including the launch of new lines of business, the creation of internal reporting to support economic analysis, the evaluation of unit economics, forecasting and decision support to operators.
Prior to Uber, Karen served as the controller for Virgin America, helping the start-up airline mature and prepare for the public markets. Karen also served as the controller for CNET Networks, a publicly-traded global media company. She joined CNET in 2006 as the director of revenue before being promoted to vice president and controller. After CNET was acquired by CBS Corporation, Karen led the finance integration of the two interactive media companies.
Karen began her career in public accounting and is alumni of Ernst & Young and Price Waterhouse Coopers. She is a California CPA (inactive) and earned a degree in Accounting, Bachelor of Business Administration from Southern Methodist University.
Juniper Networks View Bio »
Cindy Zamora, Senior Director Finance at Juniper, supports the Sales and Marketing organizations in the areas of Channels, Business Analytics and Financial Planning and Analysis. Cindy played a key role in the business requirements, design and implementation of the SAP to support Juniper’s sales through distribution. She has led many cross company projects based on her understanding of business operations and processes as well as Finance and GAAP accounting internally and through channel partners.
Cindy currently manages a global organization and her team delivers round the clock support to the widespread sales organization. One key area of investment in this team is sales analytics; providing key business insights (historic and those more predictive in nature) delivered in a way to meet business needs from the individual sales rep and first line manager to executive leadership in an automated, on demand and secure environment.
Prior to joining Juniper, Cindy held a series of leadership roles in both the energy and high tech industries with full P&L responsibility for organizations exceeding 5000 employees and $10B in revenue. Previous roles include CFO for Services globally and for the Americas product and services business as well as external reporting. External reporting responsibilities included new offerings in the financial markets as well as quarterly and annual public filings.
Cindy was born in Colorado, graduating with a degree in Business from the University of Colorado and her MBA from the University of Denver. She received her CPA and now lives near Dallas. To Cindy’s surprise, she found she loves being a Texan.
7:30am – 8:30am Breakfast
8:30am – 8:40am Argyle Opening Remarks featuring Argyle Host
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Director of Financial Strategy
World Vision U.S.
8:40am – 8:45am Session Introduction featuring Sage
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Strategic Account Manager
8:45am – 9:20am Keynote Presentation featuring York Risk Services: “Evolving Role of the CFO”
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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.
EVP, CFO and Chief Strategy Officer
York Risk Services
9:20am – 9:40am Thought Leadership Spotlight featuring Microsoft: "Modern Finance Transformation"
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CFO of Americas Finance
9:40am – 10:05am Networking Break
10:05am – 10:25am Thought Leadership Spotlight featuring Host Analytics: “The Future of Finance: Connection and Collaboration”
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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.
Chief Customer Officer
10:25am – 11:10am Panel Discussion: “The CFO’s Role in Preventing Financial Risk and Fraud”
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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?
Sr Associate Dean for Finance & Administration, CFO
USC Marshall School of Business
Executive Director, Finance & Administration
University of California, Berkeley
CFO – East Bay
Catholic Charities USA
Co-Founder and CEO
Chrome River Technologies
11:15am – 11:35am Networking Break
11:35am – 11:55am Thought Leadership Spotlight featuring Coupa Software: "The Next Generation of Intelligent Spend Management"
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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.
General Manager, Power Applications
11:55am – 12:40pm Panel Discussion: “Leveraging Dynamic Technology to Achieve Business Agility in Finance”
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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?
Senior Director of Finance in Global Channels
Senior Vice President, Deputy CFO
Senior Product Marketing
Executive Vice President, Corporate Development and CFO
Vice President, Global Procurement & Supply Chain
12:45pm – 1:05pm Thought Leadership Spotlight featuring AICPA: "Business as Unusual – Driving Agility in Disruptive Times"
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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!
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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.
VP, Business Analytics Product Group
2:25pm – 2:45pm Thought Leadership Spotlight featuring Grant Thornton
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Principal – Business Consulting and Technology
2:45pm – 3:00pm Networking Break
3:00pm – 3:35pm Keynote Presentation featuring Pandora: "Transforming the Finance Function"
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How to drive operational efficiency to deliver the finance function for less and become a trusted and valued business partner.
Vice President, Chief Accounting Officer
3:35pm – 4:10pm Fireside Chat featuring World Vision USA: “Non-Profits: What is Finance’s strategic role when it’s not about ROI?”
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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.
Director of Financial Strategy
World Vision U.S.
CFO – East Bay
Catholic Charities USA
4:10pm – 4:20pm Argyle Closing Remarks by Argyle Host
read more »Dave WittenbergDirector of Financial StrategyWorld 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
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!
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
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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.