2018 CFO Think Tank: The Evolving Role of the Treasurer
Why You Should Attend!
We invite you to join Argyle Executive Forum, and its partner, American Express, for a look into how the role of the treasurer continues to evolve into a highly strategic leadership position.
Today’s treasurer is a proactive, forward-thinking strategist who is constantly staying abreast of industry benchmarks, news, emerging trends, and technology. The treasurer forms strong partnerships internally and externally to ensure every part of the organization has what it needs to be successful today and tomorrow.
Among the topics we will consider are:
- How the responsibility of the treasurer is broadening from ensuring there is enough cash on hand to investing strategically to continue to set the business up for success in the future
- Achieving a balance between mitigating risk and maximizing liquidity
- Staying on top of key trends, including those in technology, talent management, and global growth
Register to Attend
The "2018 CFO Think Tank: The Evolving Role of the Treasurer" in Chicago
is proudly sponsored by:
Through its Global Commercial Payments division, American Express offers a suite of payment and lending products that help businesses and organizations of all sizes gain financial savings, control and efficiency. Global Commercial Payments provides solutions for travel and everyday business spending, cross border payments, global currency solutions, and business financing.
To learn more about Global Commercial Payments visit business.americanexpress.com
This event will feature insights from top executives, including:
Gogo View Bio »
Ms. Alva is a finance executive with over 18 years of finance experience having held leading positions in strategic corporate finance, financial planning and analysis, treasury and investor relations. In her current role, Varvara is leading treasury and investor relations organizations at Gogo, a Chicago-based company, the leader in providing broadband connectivity and wireless entertainment solutions to the global aviation industry. Varvara’s most notable achievements at Gogo include leading the company through an IPO in 2013, raising nearly $1.6 billion in various forms of private and public capital to support company’s growth, and laying the foundation of the global cash management structure to support Gogo’s international expansion.
JLL View Bio »
Speaker bio coming soon...
Allianz Global Corporate & Specialty View Bio »
Eric leads the North American Corporate Finance & Treasury department at Allianz Global Corporate & Specialty (AGCS), which is a leading global property & casualty insurance company headquartered in Munich Germany. His areas of oversight include the capital management and investment portfolio management of the AGCS North American operations, as well as the Head of Global Treasury for all of AGCS’ international operations.
American Express View Bio »
Vivian Zhou is the Head of Global Capital Markets at American Express (AXP). In this capacity, Vivian leads a group whose global responsibilities include funding strategy and planning, investment management, execution of capital markets transactions including debt issuance; interest rate swap; and share repurchase, deposit programs such as Personal Savings from American Express, fixed income investor relations, as well as corporate insurance programs.
Prior to her current role, Vivian was the Head of CCAR Enterprise Management Office. In this role, she was responsible for AXP's Comprehensive Capital Analyses and Review (CCAR) submission as well as other enterprise-wide capital adequacy stress-testing processes such as those required by the Dodd-Frank Act. She led the effort in establishing and implementing a number of processes and control enhancements that have significantly improved the quality of AXP’s CCAR program. Earlier in her AXP career, Vivian served as Vice President of Global Funding and Debt Investor Relations. She was integral to AXP’s balance sheet management activities, prior to, during and after the great financial crisis. Vivian joined American Express in 2006 as a Director in CCSG Finance supporting Proprietary Lending.
Vivian holds an MBA in Finance from Wharton School at the University of Pennsylvania, a B.S. in Accounting from Binghamton University, and is a Certified Public Accountant (CPA). She lives in Westchester with her husband and two children.
8:00am – 8:30am Networking Breakfast
8:30am – 8:35am Argyle Executive Forum Opening Remarks
8:35am – 8:40am Participant Introductions
8:40am – 9:00am American Express Remarks
read more »
Vice President of Capital Markets
9:00am - 9:40am Panel Discussion: “The Evolving Role of the Treasurer”
read more »
Session topics include, but are not limited to:
- Forecasting cash requirements in a volatile economic environment
- Unlocking new sources of capital
- Optimizing liquidity
- Mitigating cybersecurity risks
- Introducing new payment processes such as blockchain
VP, Treasury & IR
Vice President, Corporate Finance & Treasury
Allianz Global Corporate & Specialty
9:40am – 9:50am Coffee Break
9:50am – 10:50am Interactive Roundtable Discussions
10:50am – 11:00am Key Takeaways & Summation
This meeting convenes Chief Financial Officers and direct reports. Participation is reserved for Members of Argyle Executive Forum that meet the following criteria:
- VP level or higher finance executives, as well as select direct reports, from companies with at least $1b in annual revenue.
- Chief Financial Officers (or equivalent), as well as select direct reports, from companies with at least $100mm in annual revenue.
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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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*EXECUTIVES AT THE DIRECTOR-LEVEL AND ABOVE FROM ORGANIZATIONS WITH OVER 100MM IN REVENUES ONLY
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Please note the below is the preferred hotel of Argyle Executive Forum. Please specify that you are part of the Argyle group when booking sleeping rooms in order to receive a discounted rate of $107 per night, taxes not included.