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!
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 firstname.lastname@example.org.
OSI Systems, Inc. View Bio »
Dean began his career in public accounting before earning an MBA from the Kelley School of Business, Indiana University. He was recruited to Ford Motor Company’s leadership develop program, within which Dean rotated through analytic and planning roles before managing Ford’s worldwide fraud investigation team. In 2001, Dean joined Giant Bicycle, Inc. as the North American Controller, located in California, before he transitioned to mortgage banking with Countrywide Home Loans. Dean held multiple leadership roles including the controllership of Countrywide’s international businesses and Senior Vice President, Business Systems and Reporting with the company’s Correspondent Lending Division. In 2008, Dean was recruited by Karl Storz Endoscopy-America as Controller and quickly rose to serve as the Chief Financial Officer. In 2016, Dean joined a private equity-backed company in the dental lab space as Chief Financial Officer, where he teamed with the CEO to build the company and position it with potential investors.
Dean joined OSI Systems in April of 2018 and is responsible for worldwide accounting, external reporting, treasury, SEC reporting, internal controls and taxes. Other responsibilities include: managing OSI’s relationships with its outside auditors and risk management functions. He is also responsible for screening of acquisition targets, due diligence and post-acquisition integration.
LinkedIn View Bio »
Innovative, dynamic, resourceful Leader championing the IT, HR and Innovation Programs for Fortune 500 Companies. With over 15+ years of Technology, HR, Payments, Social & Marketplaces experience, Bala is a visionary Technology Leader with a track record for defining and building best-in-class user experiences. Frequently give keynotes at Innovation Summits & Conferences. Also the Founder/CEO of InnovationMinds.com that provides the framework, tools and technologies to nurture creator culture within Corporate and Institutions.
Allergan View Bio »
Larry is an experienced financial leader with over twenty years of financial planning and analysis expertise. He is a strategic partner with key executives and their teams to meet short and long-term organizational objectives. Larry has a proven track record in progressive leadership and highly analytical roles at prominent organizations with successful financial results, development of teams, and adherence to financial controls.
Serra Advisors LP View Bio »
P. Y. Nicole Chang leads companies with Vision, Strategy and Execution in their journey from Good to Great as they tackle Global Expansion and Strategy-aligned Branding. With a background in investment banking at Morgan Stanley, management consulting at McKinsey and operational and M&A experience in media/technology, luxury goods and FMCG in the C-Suite and other Senior Management roles across the US, Europe, and Greater China, P.Y. Nicole Chang is internationally recognized as a transformative leader to companies in an ever-changing market, and her expertise is particularly sought after as it relates to cross-border ventures. She recently left her role as SVP, Strategy and Corporate Development for East West Bank (Nasdaq: EWBC) to spend more time on the investment and operating aspect of companies. Previously, she spent a decade in Greater China as Vice President, Global Business Development at DFS, member LVMH luxury group, and the world’s largest and most progressive travel retailers; CEO of a media company producing content for broadband and mobile telephone market; and COO of leading Chinese wine importer. A French Chinese-American, she has also worked extensively in Europe where she was COO/CFO for a media conglomerate for which she led the IPO process and was co-founder/CEO of a Lifestyle Management company. She has her BA in economics from Harvard University, JD/MBA from Stanford University, and film certificate from NYU Film School. She has founded several companies, and currently sits on several boards, including the Stanford Business School Advisory Board and Alumni Association Board (President, 2017). She is also involved in the international art market, and recently produced a short film entitled Agents of Change: The Many Faces of Stanford GSB in China. She is the proud mother of two teenagers.
Anaplan View Bio »
Speaker bio coming soon...
California State University, Dominguez Hills View Bio »
Dr. Prakash L Dheeriya is a Professor of Finance at California State University Dominguez Hills. He has published several papers in the area of international stock markets, their linkages, corporate finance and entrepreneurship. His current research is on linkages between bitcoin prices, gold prices and equity prices. He is an accomplished children’s book author, having published 20 books in the “Finance for Kidz” series, and 15 in the “Law for Kidz” series. Dr Prakash is a big proponent of children’s financial literacy, and is in development stages of creating an ETF “KIDZ”, that will comprise of companies catering to children.
In his spare time, Dr. Prakash is completing a science fiction-crime thriller-love story, which will convert, hopefully, into a blockbuster movie.
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.
Encore Capital Group View Bio »
Since August 2016, Ann has been the CAO/Controller of Encore Capital Group, Inc. (Encore), a leading provider of debt management and recovery solutions for consumers and property owners across a broad range of assets. Prior to Encore, Ann was the Controller for the Leasing and Asset Division of MUFG Union Bank, which specialized in alternative energy tax products and the financing of large ticket items worldwide. Ann’s career also included working at General Motors (after it had filed bankruptcy) on critical leasing, revenue recognition, and consolidation projects.
Ann has been an active speaker for the Equipment Leasing and Finance Association (ELFA) and was considered a national subject matter expert (SME) in leasing and off-balance sheet financing during her nine years in PwC’s national office in Transaction Services. Her audit experience was primarily in the financial services division of BDO Seidman, LLP where she began her career in public accounting with her client base focused on start-ups.
RSM View Bio »
Jeff oversees RSM’s west region Technology and Management Consulting (TMC) practice. Our TMC practice includes Management Consulting, Business Solutions (ERP/CRM) Technical Infrastructure, and Finance and Accounting Outsourcing services.
Jeff has more than 30 years of experience designing, developing and delivering technology-based solutions to business challenges for the middle market. He has been delivering Microsoft-based solutions for over 15 years and has an in-depth knowledge of Microsoft solutions and strategy. Jeff also advises clients on the rapidly changing world of cloud-based technology and has been a leader in creating managed solutions for clients’ cloud-based systems.
Jeff works closely with industry leaders, advising on technology trends and software solutions to fit industry requirements. Jeff specializes in the selection and implementation of technology solutions for the Retail and Food and Beverage industries.
Professional affiliations and credentials
- Project Management Institute
- California League of Food Processors
- California Retailers Association
- Bachelor of Science, computer science and information systems, University of Iowa
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.
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.
Capital One View Bio »
Neith is the Market Vice President for Capital One where he leads the Southern California market specializing in helping clients streamline their accounts payable process and drive hard dollars back to the bottom line. Neith has a passion for technology and finance and believes at the intersection of the two, amazing things happen! Prior to joining Capital One, Neith held numerous business development and management positions with Apogee, American Express, and AT&T. Neith received his MBA from the University of Texas, McCombs School of Business (Hook ’Em Horns) & did his undergraduate studies at State University of New York at Cortland. Neith resides in Los Angeles, CA and in his free time enjoys traveling and exploring with his fiancé Meagan.
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.
Guess View Bio »
Sandeep Reddy was appointed to the position of Chief Financial Officer of GUESS?, Inc. in July 2013. He has previously served as the Company’s Vice President and European Chief Financial Officer, since 2010, where he was responsible for all aspects of the Company’s European finance functions, including financial planning, treasury, accounting and tax. From 1997 to 2010, Mr. Reddy served in a number of positions of increasing responsibility for Mattel, Inc., a leading global toy manufacturer, ultimately serving as Vice President Finance and Supply Chain for Southern Europe (France, Spain, Portugal, Italy). Mr. Reddy has an MBA from Cornell University, a BA (Hons) in Economics from Delhi University and is a Chartered Financial Analyst.
Workday View Bio »
Michele Sullivan is a Large Enterprise Manager for Workday, a leader in enterprise-class, SaaS global solutions. Over the span of her career in technology, Michele has traveled around the world working with corporate leaders to solve business issues and assist with strategic priorities. Prior to Workday, she spent over 15 years consulting for companies such as Oracle, Hewlett-Packard, Xerox and IBM. She also spent a number of years as an entrepreneur, growing a small family company into a leader in the legal services space.
Michele holds a Master of Business Administration from University of Southern California and a Bachelor Degree from University of California, Los Angeles.
Califia Farms View Bio »
Demir Vangelov is Chief Financial Officer of Califia Farms, the California-based company that has revolutionized plant-based beverages at the retail level, and whose award-winning beverages and disruptive packaging have led it to become the number one natural nutmilk brand and the number one natural cold brew coffee brand (refrigerated/RTD). Demir’s deep experience leading financial teams in the food and beverage, tech, and digital sectors has been key to his successful management of the rapid expansion of Califia Farms, which is one of the fastest growing, and most iconic, beverage brands in the US.
Since joining Califia Farms in 2016, Demir has helped steer Califia Farms’ expansion domestically and globally, including launching into the United Kingdom, Canada, and Australia, as well as spearheading investor relations, implementing corporate infrastructure and laying the groundwork for future growth. Demir has also been instrumental to the expansion of Califia’s primary manufacturing facility and the development of the company’s end-to-end supply chain. His expertise in building stakeholder relationships, as well as in developing high-performing teams, has resulted in significant revenue growth and operational efficiencies for the company. In September 2017, Demir was nominated by the Los Angeles Business Journal for 2017 Chief Financial Officer of the Year Award.
Prior to joining Califia Farms, Demir was Chief Financial Officer and Senior Vice President at Oberto Brands, a Seattle-based specialty foods and consumer packaged goods company where he helped increase the borrowing capacity required to enable manufacturing expansion and to rebrand and grow the company’s footprint. Other senior management positions include NBC News Digital, Torstar and Canadian Broadcasting Corporation. Prior food and beverage experience includes corporate finance and business analysis roles at H.J. Heinz Company and Kraft Foods.
An active community member, Demir has held several Board Member roles with the YMCA of Greater Seattle, Parent Trust for Washington Children, and Silent Voice Canada. Demir earned his MBA in Finance from Canada’s McMaster University and CPA from The Institute of Chartered Accountants of Ontario, Canada. He also holds a Masters degree in International Economics.
7:45am – 8:45am Breakfast
8:45am – 8:55am Opening Remarks featuring Argyle Host
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Vice President, Corporate Controller
OSI Systems, Inc
8:55am – 9:30am Keynote Presentation featuring Guess
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Chief Financial Officer
9:30am – 9:50am Thought Leadership Spotlight featuring Anaplan: "Finance Modernization"
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RVP Pacific South West
Vice President, Corporate Controller
OSI Systems, Inc
9:55am – 10:15am Networking Break
10:15am – 10:35am Thought Leadership Spotlight featuring Capital One: “Bringing Innovations and Emerging Payment Technology to Use”
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You have access to the latest technologies—but how do you actually implement them? Although the payments industry is innovating at a rapid pace, the 2017 survey on payment evolution conducted by Capital One at a recent conference showed varying degrees of implementation. The missing piece of the puzzle to introducing new technologies is making the transition from old processes to new ones. With the increased focus on innovation in 2018, working with clients—training, migrating and onboarding—is more critical than ever.
Market VP, Southern California
10:35am – 11:05am Keynote Presentation featuring Allergan: "Effective Cost Management"
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Associate Vice President, Finance
11:05am – 11:25am Networking Break
11:25am – 11:30am Session Introduction featuring Sage
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Strategic Account Manager, Enterprise Management
11:30am – 12:15pm 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
Vice President, Corporate Controller
OSI Systems, Inc
Principal, Technology and Management Consulting
12:15pm – 1:15pm Lunch
1:15pm – 1:20pm Session Introduction featuring Workday
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Large Enterprise, Sales
1:20pm – 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
2:05pm – 2:25pm Networking Break
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2:25pm – 3:00pm Fireside Chat
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California State University, Dominguez Hills
3:00pm – 3:35pm Keynote Presentation featuring Serra Advisors LP
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Serra Advisors LP
*This session is off the record
3:35pm – 3:45pm Closing Remarks featuring Argyle Host
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Vice President, Corporate Controller
OSI Systems, Inc.
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!
I don't see the event venue listed. Where will
the meeting be
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venue address until
the registration process has been completed. All
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The "2018 Chief Financial Officer Leadership Forum" in Los Angeles
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An SVP of Finance at AmerisourceBergen on the quality of content at Argyle CFO forums.
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A Director of Financial Planning and Analysis at Nicor on access to networking at Argyle CFO forums.
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The CFO at SunWize Technologies on the value of information shared at Argyle CFO forums.
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