2018 Chief Financial Officer Leadership Forum
Why You Should Attend!#ArgyleCFO
Be an Agent for Change in Your Organization
CFO influence is greater than ever. Not only guiding the ship for organizations as they grow, financial decision makers now partner with other senior leadership to identify opportunities that can transform and grow the company.
Argyle Forum is proud to present our 2018 CFO Forum, bringing together the nation’s top forward-thinking CFOs, CAOs, Controllers and Treasurers for a day of thought-leader driven discussion.
Developed for financial decision makers, the agenda focuses on balancing strategic goals and operational requirements to devise smarter, more comprehensive plans for a company’s future.
Explore how leading CFOs in America’s most successful companies are seizing opportunities and changing their organizations. Join us for a day of cutting-edge content and insightful discussion including:
- Establishing overarching performance goals and developing plans to achieve and exceed them
- Extending influence beyond finance to establish partnerships across the company
- Preparing the company for regulatory, economic, and political developments
- Integrating human capital to support business goals in a digital paradigm
Join fellow executives for a day of insightful content, thought-leader driven panel sessions and networking opportunities.
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.
Humber College View Bio »
Speaker bio coming soon...
Chrome River Technologies View Bio »
Greg Allworth has more than 25 years’ experience selling enterprise software solutions and leading high-performing regional and nationwide sales teams. He currently oversees Chrome River’s sales and client management team across Canada. Greg has spoken widely at conferences on topics relating to fraud and expense management.
He joined Chrome River from NetSuite, where he spent seven years in a number of senior sales and sales enablement roles across North America. Prior to NetSuite, Greg held sales leadership roles within Oracle.
Greg lives in Brampton, Ontario with his family, and is a keen golfer. He is also an accomplished jazz drummer, and has recorded two albums with Toronto-based bands. Greg attended York University as well as the Strategic Leadership program at the Schulich School of Business.
Mercer Canada View Bio »
Yvan Breton is a Partner and the Head of Outsourced Chief Investment Officer (OCIO) Services for Canada. In his role, he is responsible for developing and managing Mercer's OCIO business and capabilities in Canada, and overseeing Mercer's full suite of OCIO investment services, such as Mercer's Dynamic De-Risking Solution (“MDDS”) and single asset class solutions. Yvan has extensive experience in working with clients in developing advisory and fiduciary management related solutions across the full breath of institutional investment issues.
Yvan joined Mercer in 1998 and has held a number of senior roles across the firm, including Business Leader, Investment Consulting for Canada and Latin America. He is a member of the Canadian Investment Leadership Team.
Yvan obtained a Bachelor degree of Actuarial Science in 1985 at the Université Laval and is an Associate of the Society of Actuaries.
Workday View Bio »
John joined Workday, Inc. as Vice President, Financials Products and Go To Market in 2015. Prior to Workday, John was Senior Vice President & Corporate Controller, and Principal Accounting Officer, at Life Time Fitness, Inc., a Minneapolis, Minnesota based Healthy Way of Life company. Prior to Life Time Fitness, John held accounting and financial leadership roles with CompleTel Europe, N.V. (Paris, France), Jones Intercable, Inc. (Denver, Colorado), and started his career at Arthur Andersen LLP (Denver, Colorado). John has a B.B.A. in Accountancy from Iowa State University, and is a Certified Public Accountant (inactive) in the state of Colorado.
Aga Khan Museum View Bio »
Refat has over 25 years of corporate business experience coupled with 10+ years more recently in the charities sector. He has worked in the United Kingdom, North America and Central Asia. Refat has held various senior leadership roles in his corporate career, including CFO of a large publicly traded financial services company and CEO of a private niche information technology company.
Refat shifted gears to the charitable sector about 12 years ago as the CEO of Focus Humanitarian Assistance (North America) before joining Aga Khan Foundation Canada in early 2011. In 2015 he transferred to the newly opened Aga Khan Museum as the CFO, with a mandate to establish it on a sound and sustainable financial footing and develop the organization to its full potential.
Refat is a Fellow of the Association of Chartered Certified Accountants (FCCA), a Chartered Professional Accountant (CPA), and a Fellow of the Life Management Institute (FLMI). He has held leadership positions on various corporate, industry and community committees including being a guest speaker and panel member, and contributing to policy dialogue and lobby efforts.
Refat serves on the Board of Directors of Imagine Canada (the national umbrella organization of the country’s charities and non-profits) where he is Chair of the Risk Management, Finance and Audit Committee of the Board. He also sits on the Board of COSTI Immigrant services where he is Chair of the Nominations and Governance Committee.
Refat has been an active volunteer and leader for over 30 years in the community and society at large.
Di-Corp View Bio »
Cameron John is Chief Financial Officer of Di-Corp, a leading manufacturer and distributor of specialty chemicals, parts and accessories serving drilling and production in the energy and resource industries, and bulk commodity logistics services.
Cameron is responsible for the overall financial strategy and direction at Di-Corp in this position; as well, Cameron provides both operational and programmatic support to the organization, directly overseeing key strategic and tactical matters.
Cameron’s professional experience over the last fifteen years includes advising a number of public and private companies, and their boards, on strategic planning, growth initiatives, and mergers and acquisitions, both at Deloitte, and a boutique investment bank. Cameron has advised or led multiple debt and equity financings, as well as M&A, totaling over $1 billion in potential transactions.
Cameron remains active as a guest speaker on strategy for MBA classes at the University of Alberta School of Business, and the Haskayne School of Business.
Cameron is currently chair of governance on the Fort Edmonton Management Company Board of Directors, and was previously chair of the governance on the Norquest College‘s Board of Governors. Over the last decade Cameron has served in a number of capacities with the United Way, and has been involved with a number of other charitable and community organizations.
Cameron has both an undergraduate degree and an MBA from the University of Alberta. He also holds the Corporate Finance designation from CPA Canada, and the ICD.D designation from the Institute of Corporate Directors.
Cameron, his wife Heather, and their two daughters Hadley and Brynn reside in Edmonton.
IAMGOLD Corporation View Bio »
Speaker bio coming soon...
CIBC View Bio »
Alex is a financial and audit executive with broad experience in all aspects of accounting, auditing and financial management. He is experienced with capital markets, treasury, finance, international hedge funds and private equity, and film financing. Alex joined CIBC in 2011 as Executive Director, Equity Markets CFO. He is currently Vice President, Internal Audit, Capital Markets, Capital Markets Risk Management, Finance & Treasury and is an active leader in CIBC’s recruiting and diversity initiatives. Alex acquired his HBA from the Ivey School of Business at UWO and his MBA from the Marshall School of Business at the University of Southern California. He holds a CPA license from New York State along with a CFA designation.
University Health Network View Bio »
Abhi Mukherjee (CPA, CA) is the Finance Director for two of the largest clinical diagnostic programs in Canada, the Joint Department of Medical Imaging (JDMI) and the University Health Network’s (UHNs) Laboratory Medicine Practice (LMP). In his role he leads a team of 12 financial professionals and oversees annual operating budgets in excess of $150 million.
Abhi’s career began following his qualifying as a CA from Price Waterhouse India. He worked for various manufacturing companies there, a Middle Eastern banking institute as National Head of Finance, and was then head-hunted by Qatar Airways for a finance leadership position.
Despite his success overseas, Abhi chose to immigrate to Canada with his young family in 2003. He requalified as a Canadian CA through Deloitte, and then joined Bausch + Lomb, a US multinational pharmaceutical company, where he eventually became the Canadian CFO.
Seeking more purpose and meaning in his career, Abhi made a bold move to enter the Canadian public health space, and took on a contract position at Toronto’s St. Joseph’s Health Centre. Following some initial success, Abhi was offered a permanent position with Canada’s premier academic and research hospital, the University Health Network (UHN), where he led the finance team for the technology and innovation division.
Due to Abhi’s experience and accomplishments in UHN and his passion to serve patients and build a better and stronger healthcare system for Ontarians, he was a natural fit for his current role as Finance Director for UHN’s diagnostic programs. Abhi truly believes that leadership is an affair of the heart, and comes in to work every morning wanting to unleash the brilliance of his team.
PNC Bank View Bio »
David Olsen is a financial services executive with more than 20 years in the industry, and is the Regional President and Principal Officer for PNC Bank Canada Branch in Toronto, Ontario.
Working across a broad spectrum of financial services in the United States and Canada, Mr. Olsen has developed expertise in corporate banking, treasury management, business and retail banking, and risk management.
Prior to his current role, Mr. Olsen held a number of leadership positions, including Chief Operating Officer, Regional Sales Director, and Division Manager.
Mr. Olsen serves on the Payments Committee of The Canadian Bankers Association. He is the Chairman of the Board of Directors for the Greater Toronto Area Chapter of The American Chamber of Commerce and the Founding Chairman of Select USA in Toronto.
Mr. Olsen holds a Bachelor of Science Degree from Miami University, Oxford, Ohio, and a Master’s Degree in Business Administration from Case Western Reserve University, Cleveland, Ohio.
Rogers Communications View Bio »
Speaker bio coming soon...
Driven Brands View Bio »
Sabrina Thring graduated from The Schulich School of Business in 2002. She has over 16 years of progressive Finance experience serving as a trusted advisor and strategic partner to the Executive Leadership team.
In 2003, Sabrina began her career with Bacardi Canada, where she completed her CPA CGA, process designed the Sarbanes Oxley roll-out and helped lead the company through a global SAP Finance implementation.
In 2008, Sabrina endeavored to explore the pharmaceutical industry, moving into Financial Planning & Analysis with Alcon (a division of Novartis), reporting directly to the CFO but working hand in hand with Sales & Marketing. She served as the financial arm to business planning, P&L management and go-to market strategy for new product launches. She was also the PMO for the merger of Alcon & Ciba Vision through the Novartis acquisition and sat on the Customers First Synergy Council to design revenue generating strategies across the sister brands.
In 2016, Sabrina was sought after to join Driven Brands, an automotive aftermarket company under Roark Capital. As the CFO, VP of Finance she built a shared services platform in Canada supporting multiple acquired brands (such as CARSTAR ®, Maaco ®, Meineke ® and Pro Oil Change ®). Sabrina having a matrix reporting structure recruited the team envisioning a long-term public company readiness view. Driven Brands Canada Shared Services houses three wings, Financial Operations, FP&A and Franchise Development Compliance.
Sabrina also oversees North America for the Paint & Collision Vertical in financial planning and multi-site investor strategic Operations. She is a member of the Women’s Executive Network, Schulich School of Business Alumni, and actively involved in the Driven Brands MBA Recruitment/Mentoring Program in addition to the Charitable Foundation.
Sabrina is married with three very entertaining children (Alexa 11, Bianca 8 and Logan 6).
8:00am – 9:00am Breakfast
9:00am – 9:10am Opening Remarks by Argyle Host
9:10am – 9:50am Roundtable Discussions: “Rebuilding a Not-For-Profit”
read more »
From the Board to the Balance Sheet: How a few volunteer board members rebuilt a storied not-for profit cross-border trade organization from the ground up.
Regional President, Principal Officer – Canada Branch
PNC Financial Services
9:50am – 10:10am Thought Leadership Session
10:10am – 10:35am Networking Break
10:35am – 11:25am Panel Discussion: "What Is Saved When Companies Outsource Services?"
read more »
Session topics include (but are not limited to):
- What benefit services are you currently outsourcing or delegating (HR, IT, pension planning, etc)?
- Why did your organization decide to move from in-house departments to outsourcing?
- What benefits have you seen in terms of costs cut, services improved, efficiencies, etc?
- What are some of the shortcomings you have experienced as a result of outsourcing these services?
- Would you consider bringing these services back in-house? Why/why not?
Partner and Head of Fiduciary Management for Canada
CFO, VP of Finance
11:25am – 11:50am Networking Break
11:50am – 12:30pm Roundtable Discussions: "Aligning ERM and Strategic Planning"
read more »Join us for an interactive discussion as we hear from a finance leader on best practices for aligning ERM and strategic planning in an organization, and then get involved as the audience participates in roundtable discussions and presents their own experiences and solutions.
Aun Ali Khokhawala
VP Audit & Enterprise Risk Management
12:30pm – 1:30pm Lunch
1:30pm – 2:20pm Panel Discussion: “Undergoing Digital Transformation in Finance”
read more »
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)?
Jenny Alfandary M.Sc., MBA
Director Enterprise Sales, Canada
Director of Finance
University Health Network
CIO Mars Canada
2:20pm – 2:45pm Networking Break
2:45pm – 3:25pm Fireside Chat: "The CFO as an Innovative Business Partner"
read more »
Session topics include, but are not limited to:
- How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
- How are you acting as the change agent for your organization and furthering the strategic value of cross-function partnerships?
- How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?
- How is your finance department leveraging FinTech to gain competitive advantage and drive innovation?
- How are major political, regulatory, and economic factors impacting the finance function in 2018? What do you anticipate for 2019?
Chief Financial Officer
Aga Khan Museum
CFO Rogers Bank, VP Finance Emerging Business
CFO, VP of Finance
3:25pm – 4:00pm Keynote Presentation: “Does Finance’s value discipline promote growth from within more than increasing luck that favors the bold? An M&A advisor-turned-CFO’s lessons learned on M&A, organic growth, and organizational effectiveness.”
read more »
Various constraints limit corporate growth through organic means. Mergers, acquisitions, and joint ventures bring greater market share and more assets to bear but often fall short of expectations. To successfully manage these and other challenges, CFOs are increasingly being called upon to deploy fundamental skills and respond as strategic partners, much deeper than just strategy and the ability to effectively communicate financial acumen and knowledge.
4:00pm – 4:05pm Closing Remarks by Argyle Host
4:05pm – 5:05pm Closing Reception
*Schedule and timing is subject to change
What will be discussed? Explore finance hot topics and challenge areas such as:
Finance can be an engine for change, partnering across departments to identify opportunities, and spearhead innovation across the firm. Speaker topics include:
- Extending influence beyond finance to partner with other executives
- Navigating digital transformation through careful change management
- Coordinating and collaborating with an international finance team
FinTech enables CFOs to make smarter decisions faster, while coordinating business transformation efforts around previously unrealized opportunities. Speaker topics include:
- Achieving greater visibility through AI and automation technologies
- Obtaining actionable insights from diverse data sources
- Embracing new technologies that expand the scope and reach of finance
CFO and HR collaboration is more important than ever. Discuss the key factors in this relationship and how talent management aligned with business goals can drive results. Speaker topics include:
- Improving employee engagement to benefit from increased productivity
- Aligning professional development and training with current and future business goals
- Investing in human capital to leverage advantage in the digital space
Still have questions? We have answers.
I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?
Just let us know. We understand that schedules
we always have a waiting list for this event,
and if you don't
cancel, we will assume you are still attending
and your spot will
go unused. If you must, cancel at least 48 hours
prior to the
event to make room for others!
What if I can't be OOO for a whole day, or need
to come late?
We have wifi and private rooms available for
attendees to take
calls and spend some quiet time on emails, as
well as access to
printing. Have a morning meeting you can't miss?
No problem. This
event was designed for busy executives - we get
I'd like to bring some colleagues. Do I need to
Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you! request a pass.
I don't see the event venue listed. Where will
the meeting be
To maintain exclusivity, we don't release the
venue address until
the registration process has been completed. All
details will be shared once you have requested a
pass and been
"I have found tremendous value in listening to real-world lessons from the outstanding speakers Argyle assembles."
An SVP of Finance at AmerisourceBergen on the quality of content at Argyle CFO forums.
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A Director of Financial Planning and Analysis at Nicor on access to networking at Argyle CFO forums.
"The meetings have given me actionable steps and new ideas which I've taken and run with."
The CFO at SunWize Technologies on the value of information shared at Argyle CFO forums.
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*EXECUTIVES AT THE DIRECTOR-LEVEL AND ABOVE FROM ORGANIZATIONS WITH OVER 100MM IN REVENUES ONLY
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The below hotels are recommended by Argyle. 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.
Sheraton Centre Toronto Hotel
123 Queen Street West
Toronto, ON, Canada M5H 2M9
Telephone: (866) 716-8101
The Fairmont Royal York
100 Front Street W
Toronto, ON, Canada M5J1E3
Telephone: (866) 540-4489
The Westin Harbour Castle
1 Harbour Square
Toronto, ON M5J 1A6, Canada
Telephone: 1 416-869-1600