Why You Should Attend!

Argyle is bringing together senior finance executives for our 2018 Financial Planning & Analysis Leadership Forum in Atlanta. Throughout this live advanced level forum, you will receive a full day of content and networking. This invitation-only Forum will provide finance executives unique opportunities to learn from and connect with industry leaders who play key roles in guiding the strategic direction of their companies. With a program geared towards leaders in finance, accounting, financial reporting, business analytics and strategy, this Forum will feature engaging and thought-provoking sessions. 

  • How finance teams are expanding purview, shifting from a retrospective reporting approach to forward-looking strategies
  • How to employ new approaches to financial planning and analysis (FP&A) better informs decisions and improves performance
  • The best practices for establishing a culture of financial accountability throughout  the company
  • How to explore the skills and attributes finance executives need to seek and develop among the finance teams they lead
  • How to work across functions and successfully leverage analysis and planning within and beyond the realm of finance

Our keynote presentationsfireside chatspanel discussions, and networking sessions will equip you with actionable takeaways to bring back to the office, as well as the opportunity to expand your network by connecting with senior finance leaders hailing from Atlanta 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     

Register to Attend

Event RSVP


This event will feature insights from top executives, including:

If you'd like to recommend a speaker, please email Lily Niska at lniska@argyleforum.com.

Julie Bimmerman VP Finance and Investor Relations
View Bio »
Bryon Bonafede Sr. Director, FP&A
ABM Industries
View Bio »
Mariola Burnat Director, FP&A
View Bio »
Dionne Denson Deputy Comissioner and Chief Financial Officer
Georgia Department of Public Health
View Bio »
Ashish Gandhi CFO
View Bio »
Bill Huber Chief Financial Officer
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Brian McDonald Managing Director
FTI Consulting
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Ash Noah Vice President-CGMA External Relations
American Institute of CPAs
View Bio »
Alan Rabb Senior Vice President, Finance
The Coca-Cola Company
View Bio »
Judy Romano Senior Vice President, Chief Financial Officer International
View Bio »
Sarah Trussell Director, FP&A
Ahold Delhaize
View Bio »
  • 8:00am – 9:00am Breakfast
  • 9:00am – 9:10am Opening Remarks featuring Argyle Host
  • 9:10am – 9:45am Keynote Presentation featuring Equifax
    read more »

    Judy Romano
    SVP and CFO – International

  • 9:45am – 10:05am Thought Leadership Spotlight featuring CGMA
    read more »

    Ash Noah
    Vice President of CGMA External Relations
    Association of International Certified Professional Accountants

  • 10:05am – 10:30am Networking Break
  • 10:30am – 10:50am Thought Leadership Spotlight
  • 10:50am – 11:35am Panel Discussion: "FP&A as a Critical Business Partner"
    read more »

    Session topics include (but are not limited to):

    • How is your organization leveraging its FP&A team for executing its strategic vision?
    • What are some examples of best practices for fostering collaboration between FP&A teams and other functions?
    • How can an organization’s leadership encourage innovation and collaboration in FP&A teams? Between FP&A and other functions?
    • What tools and skills can FP&A teams deploy to improve efficacy of the team and efficiency of the organization?
    • What skills are critical to an effective, modern FP&A function?
    • How do these skillsets differ from 5, 10, 15 years ago / the beginning of your career?
    • What kinds of professional development opportunities should be invested in current FP&A team members to enhance its current operational capacity?

    Dionne Denson
    Deputy Commissioner and Chief Financial Officer
    Georgia Department of Public Health

    Julie Bimmerman
    VP Finance and Investor Relations

    Bryon Bonafede
    Sr. Director, FP&A
    ABM Industries

    Brian McDonald
    Managing Director
    FTI Consulting

    Alan Rabb
    Senior Vice President, Finance
    The Coca-Cola Company

    *Please note that this session is off the record*

  • 11:35am – 11:55am Networking Break
  • 11:55am – 12:15pm Thought Leadership Spotlight
  • 12:15pm – 1:00pm Panel Discussion: "Forecasting During Volatile and Uncertain Times"
    read more »

    Session topics include (but are not limited to):

    • How can FP&A teams drive value for finance and the organization as a whole during uncertain conditions?
    • How can FP&A mitigate disruption during mergers and divestitures? During times of uncertain regulatory future? (compliance, tariffs, etc)
    • How can FP&A help drive innovation within the organization?
    • How does technology impact forecasting and planning in uncertain climates?

    Dionne Denson
    Deputy Commissioner and Chief Financial Officer
    Georgia Department of Public Health

  • 1:00pm – 2:00pm Lunch
  • 2:00pm – 2:45pm Panel Discussion: "Moving Toward Driver-Based Forecasting”
    read more »

    Session topics include (but are not limited to):

    • How would you define driver-based forecasting? What does your organization strive to achieve by using a driver-based approach to forecasting?
    • What are the characteristics of organizations that driver-based forecasting is particularly well-suited for?
    • What are some best practices for selecting the most relevant drivers? (Quantity, type, short-term vs long-term, etc)
    • What areas of your organization have improved as a result of implementing driver-based forecasting?
    • What challenges have you encountered with transitioning to and maintaining a driver-based approach to forecasting?
    • How does driver-based forecasting foster cross-functional collaboration?
    • What are some examples of ways driver-based forecasting improves efficiency in your organization?
    • What future plans do you have for refining your approach to driver-based forecasting within your finance team and throughout your organization?

  • 2:45pm – 3:05pm Networking Break
  • 3:05pm – 3:40pm Fireside Chat
  • 3:40pm – 3:45pm Closing Remarks by Argyle Host
  • 3:45pm – 4:45pm Closing Reception
  • *Schedule and timing is subject to change

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 change! However, 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 it.

I'd like to bring some colleagues. Do I need to register them online?

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 held?

To maintain exclusivity, we don't release the venue address until the registration process has been completed. All logistical details will be shared once you have requested a pass and been approved.

The "2018 FP&A Leadership Forum" in Atlanta
is proudly sponsored by:

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  • "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.

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Traveling for the event? Stay at one of our recommended hotels nearby:

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.


Grand Hyatt Atlanta in Buckhead

3300 Peachtree Road NE
Atlanta, GA 30305
Telephone: (888) 421-1442


The InterContinental Buckhead

3315 Peachtree Rd. NE
Atlanta, GA 30326
Telephone: (404) 946-9000


W Atlanta - Buckhead

3377 Peachtree Rd NE
Atlanta, GA 30326
Telephone: (678) 500-3100