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 San Francisco
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:
American Express View Bio »
Dave Yowan is Executive Vice President and Corporate Treasurer of American Express. He leads a global organization of roughly 175 people that manages capital, manages financial risks such as interest and foreign exchange (FX) rates, and raises and moves cash. In this capacity, he has overall responsibility for AXP’s capital assessment processes such as CCAR and Basel, and capital distribution strategies through dividends and share repurchases. His group also oversees and manages our investment portfolios, conducts interest rate and FX hedging activities, issues debt in the capital markets to fixed income investors, manages our deposit activities such as Personal Savings from American Express, as well corporate insurance programs
Dave holds a number of other senior roles within AXP, including membership on AXP’s ALCO, Enterprise-wide Risk Management and Disclosure Committees. He is the CEO of American Express Credit Corporation, a wholly-owned subsidiary and SEC registrant, among other roles. He also serves on the board at Navient, where he sits on the Finance Committee and Audit Committee.
Dave joined American Express in January 1999 and brings nearly 25 years experience within the financial services industry. Immediately prior to joining American Express, he was Senior Vice President, portfolio and risk management, for the global consumer banking business of Citigroup. He has broad experience in establishing and managing risk management systems, hedging strategies for interest rate and other market risks, consumer lending and deposit product pricing, managing bank regulatory relationships, cash and liquidity management, and capital markets' activities. He was senior financial analysts with the Ayco Corporation, then a subsidiary of American Express, earlier in his career.
Mr. Yowan holds a Master of Management degree from the Kellogg School of Northwestern University and a BA in economics from the College of William and Mary.
8:00am – 8:30am Arrival and Networking Breakfast
8:30am – 8:35am Argyle Opening Remarks
8:35am – 8:55am Keynote Presentation by David Yowan, EVP, Corporate Treasurer at American Express
8:55am - 9:40am Panel Discussion
9:40am - 9:45am Coffee Break
9:45am - 10:25am Interactive Roundtable Discussions
10:25am - 10:30am Closing Remarks
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.
"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.
"Their events are excellent, encompassing a group of top-notch presenters, relevant and current topics, and a very senior level group of participants."
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.
Request a Pass
DON'T MISS OUT! SECURE YOUR PLACE TODAY.
Register to Attend
Reserve a complimentary ticket
*EXECUTIVES AT THE DIRECTOR-LEVEL AND ABOVE FROM ORGANIZATIONS WITH OVER 100MM IN REVENUES ONLY
Traveling for the event? Stay at one of our
The below hotels are recommended by Argyle Executive Forum. 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.
InterContinental San Francisco
888 Howard St
San Francisco, CA 94103
Telephone: (415) 616-6500
JW Marriott San Francisco Union Square
515 Mason St
San Francisco, CA 94102
Telephone: (415) 771-8600
San Francisco Marriott Marquis
780 Mission Street
San Francisco, CA 94103
Telephone: (415) 896-1600