2018 CFO Think Tank: Growing Strategies for Developing Profits
Why You Should Attend!
Leading finance executives are tasked every year with new opportunities to implement industrial growth and increase profits. Most recently, proactive thinking to develop strategic initiatives is becoming more important in order for executives to overcome plateaus in profit growth. With several factors influencing finance, such as new technology, changing economy, and consumer priorities, thought leaders must get ahead of the game and the competition.
Join Argyle Executive Forum and Netsuite as we bring together top finance leaders to discuss best practices for implementing growth and delivering profits in our 2018 CFO Think Tank: Growing Strategies for Developing Profits.
Key topics include:
- Problem areas that contribute to stunted profit growth and how to avoid them
- Changing economy’s effect on organizations financial growth
- Risks and benefits to organic and global growth strategies
- Success with newly developed technology and its effect on industry profit growth
The "2018 CFO Think Tank: Growing Strategies for Developing Profits" in Chicago
is proudly sponsored by:
NetSuite Inc. is the industry's leading provider of cloud-based financials / Enterprise Resource Planning (ERP) and omnichannel commerce software suites. In addition to financials/ERP and omnichannel commerce software suites, NetSuite offers a broad suite of applications, including financial management, Customer Relationship Management (CRM), ecommerce and retail management, Professional Services Automation (PSA) and Human Capital Management (HCM) that enable companies to manage most of their core business operations in its single integrated suite. NetSuite software allows businesses to automate operations, streamline processes and access real-time business information anytime, anywhere.
Founded in 1998, NetSuite (NYSE: N) is headquartered in Silicon Valley with more than 2,400 employees across offices throughout the U.S., Canada, Europe, Asia and Australia. Named by Gartner as the fastest growing financial management software vendor on a global basis, NetSuite netted three prestigious CODiE Awards in 2014 from the Software & Information Industry Association (SIIA):
- Best Financial Management Solution: NetSuite OneWorld
- Best Project Management Solution: NetSuite PSA
- Best Commerce Solution: NetSuite SuiteCommerce
This event will feature insights from top executives, including:
Omnisure Group LLC View Bio »
Bill is a seasoned CFO executive and business leader with 24 years of extensive experience in the insurance and financial services industries.
Bill currently serves as the CFO of Omnisure Group, LLC, a specialty finance company in Chicago that finances automobile and home service contracts. In this capacity, Bill is responsible for all financial matters, with a particular emphasis on budgeting and forecasting. Bill took over the CFO role in early 2015 in conjunction with Fortress Investment Group’s private equity investment in Omnisure in October 2014. Bill made an immediately impact by enhancing financial reporting, forging corporate relationships with private equity investors and banking group, and having a high-profile role in presenting financial matters to the Board of Directors. While with Omnisure, Bill directed two high profile transactions which resulted in securing exclusivities over multiple years with two of Omnisure’s largest customers, leading to significant growth in 2016 and 2017. Omnisure was formed in 2010 and grew to a $350 million receivables portfolio in early 2017. Omnisure was acquired by PayLink in April 2017.
Prior to joining Omnisure, Bill spent 16 years as CFO with Nserv Corp and Intercontinental Warranty Services, Inc. (“IWS”). Nserv and IWS sold, marketed and administered vehicle service contracts across automobile dealership and credit union distribution platforms. Prior to Nserv and IWS, Bill worked for a subprime auto finance company, and started his career in 1988 in public accounting in Chicago.
Bill resides in Naperville with his wife Patty. They have two adult children.
NetSuite View Bio »
Ranga has over 20 years of combined product management and marketing experience in the software technology industry. As the Head of Industry Marketing for NetSuite, Ranga Bodla is chartered with driving the overall strategy and go-to-market for success across all of NetSuite's industries including Wholesale Distribution, Manufacturing, Software, Services, Non-Profit, Advertising, Media and Publishing. Prior to joining NetSuite, Ranga led a global team focused on the successful go-to-market of SAP’s Governance Risk and Compliance Solutions. Prior to his role at SAP, Ranga led Product Management and Marketing at Pilot Software (acquired by SAP). Ranga received a BS in Engineering from Trinity University in San Antonio. Follow Ranga on Twitter @rangabodla and Google+.
First Stop Health View Bio »
Dave Guttman is the president of First Stop Health, a telemedicine company who treats members everyday health issues over the phone and online through its nationwide network of physicians. Prior to joining First Stop Health, Dave held positions as the SVP and General Manager of Web Research Products Group for Cengage Learning and Chief Operating Officer of HighBeam Research. Dave has over 20 years of financial, operating and technology experience in various capacities with companies from startups to the Fortune 500. Dave graduated from Brown University with a dual degree in computer science and organizational behavior and management and holds an MBA from the Wharton School at the University of Pennsylvania.
Kehoe Designs View Bio »
Dave is a seasoned business professional with over 30 years of national and international finance. His experience includes several industries: manufacturing, event promotions/media, retail, transportation, logistics, and technology. He has held executive positions in public, private and consultancy companies.
Dave’s current role is Controller of Kehoe Designs, Inc, an industry leader in Chicago specializing in event design and decor. In addition to managing the finance, accounting and IT functions, Dave was given the task to help the company better understand the profitability of their various product lines. This has enabled Dave to direct focused activities to enhance profitability. Dave’s career includes an international assignment responsible for managing a global capital expenditure process, evaluating the projects and presenting the recommendations to the Executive Board. In this capacity Dave also worked with companies all over the world to reduce the global financial closing cycle from three weeks to five days. His vast experience with numerous industries has enabled him to develop a cost expertise that aids organizations to better understand where they are making or losing money.
Prior to joining Kehoe Designs, Dave was Executive Vice President of On Target Performance Group, a boutique consulting firm specializing in cost solutions for its clients. Prior to that Dave spent 16 years as Controller with multi-national Van Leer Packaging, as well as CFO for StyleMaster, Inc. and COO with American International Tile.
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 NetSuite Remarks
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Head of Industry Marketing
9:00am – 9:40am Panel Discussion: "Growing Strategies for Developing Profits"
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Session topics include, but are not limited to:
- Factor that contributes to stunted profit growth
- Economic climate and its effect on an organization’s financial growth
- Risks and benefits to both organic and global growth strategies
- Adapting to newly developed technology
- Strategies to ensure client, customer, and investor satisfaction
Head of Industry Marketing
Chief Financial Officer
Omnisure Group LLC
Chief Revenue Officer / President
First Stop Health
9:40am – 9:50am Coffee Break
9:50am – 10:50am Interactive Roundtable Discussions
10:50am – 11:00am Key Takeaways & Summation
read more »
This event convenes Chief Financial Officers, Vice Presidents, Treasurers, Controllers, and Directors. Participation is reserved for Finance Leaders that meet the following criteria:
- Leaders at the Director-Level and above from organizations with under $250MM 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.
Traveling for the event? Stay at one of our
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.