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.
USC Marshall School of Business View Bio »
Speaker bio coming soon...
Encore Capital Group View Bio »
Speaker bio coming soon...
20th Century Fox View Bio »
Lori Hicks is Vice President of International Accounting for 20thCentury Fox. In this role, she is responsible for overseeing worldwide financial reporting for the 20th Century Fox Theatrical business. She is successfully transforming the Fox International Accounting function to a first class operation by increasing financial accountability and visibility, reducing dependencies and dramatically improving processes.
Lori joined Fox in 2007 as a leader in the Fox Corporate Group and has since progressed through positions of increasing responsibility from Director of Accounting to Executive Director of Accounting and was appointed Vice President Worldwide Accounting in 2015.
She has more than 20 years of financial experience with a track record of driving financial success in a global entertainment environment across different divisions. Prior to Fox, she was an accounting manager at Sony Pictures Entertainment in the Domestic TV division and before Sony, she worked at Warner Bros in Technical Operations.
Lori has a passion for music and started her studies at California State University at Northridge as a music major before changing her major to business. She earned her MBA from Pepperdine’s Graziadio Business School and is a Certified Public Accountant. She also works at Santa Monica College as an Adjunct Accounting Professor. Lori is an avid runner and lives in Los Angeles with her husband of 27 years. She has three children and three dogs.
Brightstar View Bio »
Speaker bio coming soon...
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.
Sage View Bio »
Kam Kennedy is a Strategic Account Manager for Sage Enterprise Management (formerly known as Sage X3). With over 19 years of experience in Enterprise Resource Planning, she is skilled in assisting manufacturers and distributors increase revenues, reduce costs and mitigate risks through a combination of sharp business acumen and ERP solutions. Her experience has led to an abundant knowledge in ERP, CRM, Supply Chain Management, production, scheduling management, and business process management on premise or in the cloud. Kam’s insight in many vertical markets gives her the ability to embrace new technologies quickly and envision how companies can implement the technology into their current structures to increase their ROI, and use new solutions or services to position themselves strategically for growth. She has a strong background in partner collaboration and coordinating internal and external resources, for multi-level and multi-functional projects and opportunities. Kam welcomes the opportunities to engage with companies to provide solutions to their problems. With a passion for consultative selling and being part of customers' and partners' over all business success, she takes this commitment seriously and dedicates herself to help you offload some of the burden to our team, so that you can be there for the really important things.
MGM Resorts International View Bio »
Paul LaQuerre is the VP and CFO of Marketing and Sales and leads the strategic development and implementation of financial operations for the Corporate Marketing and Hotel Sales divisions for MGM Resorts International. He’s been with MGM Resorts International for 12 years in a number of Corporate and Property Finance roles. Prior to joining the MGM, Paul was a professional athlete, actor and real estate agent. Paul holds a Master of Science in Business Administration and Management and a Bachelor of Science in Marketing from Boston College.
You can find Paul on twitter @PAULLaQUERRE
SAG-AFTRA View Bio »
Arianna Ozzanto is chief financial officer of SAG-AFTRA (Screen Actors Guild – American Federation of Television and Radio Artists). Responsible for all financial affairs and strategy, she also sits on the strategic executive committee and oversees all finance, accounting, investment, payroll, membership, real estate matters and customer service functions. Previously, Ozzanto served as Screen Actors Guild’s chief financial officer and has held various corporate finance positions at WellPoint, Inc. and 20th Century Fox.
Ozzanto earned a Bachelor’s degree in Economics from the University of Southern California.
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 »
Rajiv is the Chief Financial Officer of the Alpert Group and is responsible for strategy and operations, including accounting, audit, IR, planning, corporate development, tax, treasury and risk management functions. He also has oversight of IT, HR and Supply Chain.
Prior to joining the Alpert Group, Rajiv was a Finance leader for Owens Corning, a global leader in the Roofing & Insulation markets. In his tenure, Rajiv drove improved reporting automation and standardization across the business units and he implemented new analytics focusing primarily on working capital efficiency. Before Owens Corning, he held various leadership roles with Aleris International, a global leader in the manufacturing and sale of aluminum products.
Rajiv obtained his Bachelor’s degree in Finance from Bowling Green State University. He holds his MBA from the University of Michigan’s Ross School of Business.
8:00am – 9:00am Breakfast
9:00am – 9:10am Opening Remarks featuring Argyle Host
9:15am – 9:50am Keynote Presentation featuring Brightstar
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SVP Finance, CFO
9:55am – 10:15am Thought Leadership Spotlight featuring Anaplan
10:15am – 10:40am Networking Break
10:40am – 11:05am Thought Leadership Spotlight featuring Capital One
11:05am – 11:10am Session Introduction featuring Sage
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Strategic Account Manager, Enterprise Management
11:10am – 12:00pm Panel Discussion: “Undergoing Digital Transformation in Finance”
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Session topics include but are not limited to:
- What benefits have you experienced when merging legacy technologies with modern technologies? What are some challenges and best practices?
- What is the biggest advantage you have seen in transforming the finance function from a traditional paradigm to a digital paradigm?
- What other key executive functions are you collaborating most closely with in order to successfully execute digital transformation? (Information Security, IT, Operations, etc.)
- What are some of the most important financial and strategic challenges that you are trying to solve through digital transformation?
- How can the finance function ensure its organization is on the forefront of its competition in a climate of real-time data?
- How is the finance function anticipating and understanding the risks that emerging technologies pose?
- How can finance be more forward-focused and innovate to undergo digital transformations ahead of competition? How can CFOs prepare for the next wave(s) of digital transformation (like blockchain, cryptocurrency, AI, etc)?
Sr Associate Dean for Finance & Administration, CFO
USC Marshall School of Business
12:15pm – 1:15pm Lunch
1:15pm – 2:05pm Panel Discussion: “The CFO as an Innovative and Strategic Business Partner”
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Session topics include, but are not limited to:
- How the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO/CISO, HR, CEO, etc.)
- How the CFO acts as the change agent for the organization and furthers the strategic value of cross-function partnerships
- How the CFO is creating smarter, efficient work patterns throughout the organization and within the finance team
- How finance is leveraging fintech to gain competitive advantage and drive innovation
- How major political, regulatory, and economic factors are impacting the finance function in 2018
VP and Chief Accounting Officer/Controller
Encore Capital Group
Vice President, International Accounting
20th Century Fox
Financial Controller, Military Aircraft Systems and Military Surveillance and Targeting
Northrop Grumman Corporation
Vice President, Chief Financial Officer – Marketing and Sales
MGM Resorts International
2:05pm – 2:25pm Networking Break
2:25pm – 3:00pm Keynote Presentation featuring Alpert & Alpert
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The Alpert Group
3:00pm – 3:35pm Fireside Chat
3:35pm – 3:45pm Argyle Closing Remarks
3:45pm – 4:45pm 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! 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
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*EXECUTIVES AT THE DIRECTOR-LEVEL AND ABOVE FROM ORGANIZATIONS WITH OVER 100MM IN REVENUES ONLY
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