Chief Financial Officer

1 Day Meeting

2017 Chief Financial Officer Leadership Forum

New York, NY - Nov 14, 2017

Overview

Argyle Executive Forum is bringing together leading CFOs and financial executives together for our annual 2017 Chief Financial Officer Leadership Forum in New York City. Throughout a full day of thought leadership content and networking, we will focus on the most pressing issues that finance executives are facing, with an agenda geared specifically towards Chief Financial Officers, Chief Accounting Officers, as well as VPs and Directors of Finance, Accounting, FP&A, Controllers, and Treasurers in a leadership role. Key topics we’ll explore include: 

  • Understanding  and effectively addressing the financial risks that disruptors within your industry pose
  • Evaluating major political, regulatory and economic factors impacting the business climate
  • Leveraging emerging technologies to drive cost cutting and operational efficiency
  • Transforming data into valuable insights to make better business decisions
  • Maintaining a reliable, stable finance organization amidst internal business transformation or disruption
  • Effectively onboarding new talent & investing in the long-term development of existing talent 


Our keynote presentations, fireside chats, panel sessions, and networking breaks will enable candid discussions with your peers focused on these topics and more. 

We look forward to bringing together another fantastic faculty in 2017, and to hosting you alongside our community of Fortune 500 Finance leaders hailing from the heart of New York City and beyond!

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     

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Speakers

If you'd like to recommend a speaker, please email speakerinquiry@argyleforum.com

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Bona Allen

Senior Vice President & Chief Financial Officer

Kajima Building and Design, Inc

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Nicholas Ammaturo

Head of Global Procurement, Corporate Services

Tapestry, Inc.

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Lynda Bennett

Partner and Chair, Insurance Recovery Group, Member, Executive Board

Lowenstein Sandler

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Eric Chan

Chief Financial Officer/Chief Administrative Officer

The Bouqs Company

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Robert Crocitto

Principal Broker

ARC Excess & Surplus

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Sue D'emic

Chief Financial Officer, EVP

Time Inc.

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Kelley Hicks

CFO

Crane

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Mustally Hussain

VP & Corporate Treasurer

Herc Rentals

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David Kellogg

CEO

Host Analytics

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Todd LeBaron

Vice President, Corporate Development

Jedox

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Eric Lorentzon

Strategic Account Manager

Sage

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Channing Monti

Senior Account Executive, Financial & Risk Management Solutions

Fiserv

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Sas Mukherjee

EVP, CFO and Chief Strategy Officer

York Risk Services Group

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Ash Noah

Vice President, CGMA External Relations

Association of International Certified Professional Accountants

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Robert Thompson

Global Controller

Victaulic Company

Agenda

This event will feature insights from top executives, including

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8:00am-9:00am
Breakfast
9:00am - 9:05am
Argyle Opening Remarks
9:05am-9:10am
Session Introduction featuring Sage

Eric Lorentzon
Strategic Account Manager
Sage

9:10am-9:50am
Keynote Presentation: "The Evolving Role of the CFO"

The role of the CFO has been evolving and has never been as critical as it is now. The business world, disrupted by digital and globalization, is changing fast and the stakes are high – the power of decisions can impact a company irreparably and the factors for foresight in decision making are vast - CFOs are in this unique position, beyond the CEO, to step up to chief decision support officers to help steer the company forward.

CFOs are being called to action to create value, develop strategy and:

  • Manage disruption and lead change
  • Become a creative visionary who is grounded firmly in the facts while being able to partner with the CEO on supporting the vision
  • Understand of whole business and the key outcome metrics (not just financial) – Customer Experience, Talent, Brand, Competitive Intelligence, Efficiency of Business Processes (not just in Finance)
  • Become an advisor, operator and enabler

Participate in this thought provoking session for a dialog on:

  • Traditional Role.  A traditional CFO, and how is it different from the modern day CFO?
  • Evolution.  Why has the CFO’s role changed over time?
  • Key Skills: What are the three key skills every modern-day CFO should possess, and why?
  • Challenges.  What particular challenges do you face as a finance leader?
  • Culture. Views on company culture? How do you bring the accounting & finance team together?
  • Lessons. What are the most important learnings about being a finance leader?
  • Tips. Tips for the next generation of CFO’s / aspiring finance leaders.

… and walk away with a practical self-assessment checklist to guide your journey towards being a higher performing and evolved finance leader!

 

Sas Mukherjee
EVP, CFO and Chief Strategy Officer
York Risk Services Group

9:55am-10:15am
Thought Leadership Spotlight: "Finance Transformation - A CEO's View"

In this thought leadership session, Host Analytics CEO Dave Kellogg provides his view of Finance Transformation, including his experiences with corporate budgeting and planning and working with Finance as a business partner.  He’ll also discuss the next wave in transforming enterprise performance management (EPM) processes, so Finance can shift its focus from counting to considering.  Dave will highlight best practices in:

Automating manual processes to increase finance productivity

Accelerating planning and reporting and increasing agility

Aligning finance and operations through enterprise planning and modeling

David Kellogg
CEO
Host Analytics

10:15am-10:40am
Networking Break
10:40am-11:30am
Panel Discussion: "The CFO as a Strategic Business Partner"

Session topics include, but are not limited to:

  • How are you acting as the agent of change for the organization and furthering the strategic value of CEO-CFO partnerships?
  • How are you creating smarter, efficient work patterns throughout the organization?
  • How is the CFOs influence expanding beyond just the finance and accounting function (collaboration with IT, HR, etc.)?
  • Discuss leveraging business intelligence to drive value.
  • Best practices to effectively automating the finance office and improving business processes.
  • Discuss how your team is evaluating major political, regulatory and economic factors that will impact the business climate in 2017.

Moderator:

Bona Allen
Senior Vice President & Chief Financial Officer
Kajima Building and Design, Inc

Panelists: 

Eric Chan
Chief Financial Officer/Chief Administrative Officer
The Bouqs Company

Sue D'emic
Chief Financial Officer, EVP
Time Inc.

Kelley Hicks
CFO
Crane

Todd LeBaron
Vice President, Corporate Development
Jedox

Channing Monti
Senior Account Executive, Financial and Risk Management Solutions
Fiserv

11:35am - 11:55am
Thought Leadership Spotlight: "How to Leverage Technology for True Financial Transformation"

In order to process information more efficiently and effectively, CFO's need to embrace technology to compete in today's digital world. Unfortunately, most CFO's are still patching processes while burdened with outdated technology, and unable to accurately report on the financial position of their organization. New technology can provide better analysis, faster results, and ensure that validations and certifications are met, empowering the CFO immediately, and arming them for the future.

Join Robert Thompson, Global Controller, at Victaulic, as he shares his organization's financial transformation story. Hear how they leveraged modern technology to solve their critical issues in the finance function and gain a clear view of their organization with improved visibility, structure, added controls and timely financial reporting and analysis. 

Robert Thompson
Global Controller
Victaulic Company

11:55am-12:15pm
Networking Break
12:15pm - 12:45pm
Fireside Chat Session: "CFO Liability Protection through Cyber Insurance"

Session topics to include but are not limited to:

  • What do CFOs tend to consider when purchasing insurance coverage for their companies?
    • What other factors should be considered?
  • How are CFOs using insurance coverage to manage cyber and data privacy risks?
  • How can the CFO make sure that all necessary steps are being taking in the claims adjustment process to secure maximum recovery?
  • Is your organization regularly discussing disruptors in your industry?
    • What are the key factors transforming your industry right now?
    • What is the finance team doing to anticipate and understand the risk that these disruptions or disruptors pose?
    • What other key executive functions are you collaborating most closely with?(Procurement, Operations, Sales, etc.)
  • How do you see your role evolving in 2018?

 

Lynda Bennett
Partner and Chair, Insurance Recovery Group, Member, Executive Board
Lowenstein Sandler

and

Robert Crocitto
Principal Broker
ARC Excess & Surplus

12:45pm-1:05pm
Thought Leadership Spotlight: "Business as Unusual - Driving Agility in Disruptive Times"

Disruptive technologies. Geopolitical shifts. Consumer empowerment. Today’s finance leaders are operating in an era of business as unusual. 

Digital disruption is making current business models obsolete and organizations have no option but to leverage technology and data to transform or become a casualty. The organizations that will thrive in these complex times are those with teams that are nimble, quick and confident to make critical decisions on the fly.

Join Ash Noah, CPA, CGMA, from the Association of International Certified Professional Accountants, as he shares research and insights on the impact of technology on the finance function of the future and the imperative for organizations to adopt a new operating model for finance.

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

1:05pm-2:05pm
Lunch
2:05pm-2:45pm
Keynote Session featuring Herc Rentals

Mustally Hussain
VP & Treasurer
Herc Rentals

2:45pm-3:05pm
Networking Break
3:05pm-3:45pm
Keynote Session featuring Tapestry Inc.

Nicholas Ammaturo
Head of Global Procurement, Corporate Services
Tapestry Inc.

3:45pm-3:50pm
Argyle Closing Remarks
3:50pm-4:50pm
Closing Reception

Sponsors

Interested in sponsoring an event ?

Speak to one of our dedicated sponsorship teams sponsorship@theargyleforum.com

Sponsorship Information

This event will feature insights from top executives, including

  • Thought Leadership Spotlight & Breakout Session Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight Partner

  • Panel & Networking Partner

  • Panel Partner

  • Panel Partner

  • Session Introduction Partner

  • Breakout Session Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.

Hotels

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


The following 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.

The Fitzpatrick Grand Central logo

The Fitzpatrick Grand Central

141 E. 44th Street
New York, NY 10017

Telephone: (800) 367-7701