Chief Financial Officer

1 Day Meeting

2018 Chief Financial Officer Leadership Forum

Chicago, IL - Nov 28, 2018

Overview

Be an Agent for Change in Your Organization

CFO influence is greater than ever. Not only guiding the ship for organizations as they grow, financial decision makers now partner with other senior leadership to identify opportunities that can transform and grow the company.

Argyle Forum is proud to present our 2018 CFO Forum, bringing together the nation’s top forward-thinking CFOs, CAOs, Controllers and Treasurers for a day of thought-leader driven discussion.

Developed for financial decision makers, the agenda focuses on balancing strategic goals and operational requirements to devise smarter, more comprehensive plans for a company’s future.

Explore how leading CFOs in America’s most successful companies are seizing opportunities and changing their organizations. Join us for a day of cutting-edge content and insightful discussion including: 

  • Establishing overarching performance goals and developing plans to achieve and exceed them
  • Extending influence beyond finance to establish partnerships across the company
  • Preparing the company for regulatory, economic, and political developments
  • Integrating human capital to support business goals in a digital paradigm


Join fellow executives for a day of insightful content, thought-leader driven panel sessions and networking opportunities.

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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Who Should Attend

Speakers

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

Vincent Ryan

Vincent Ryan

Editor-in-Chief

CFO Magazine and CFO.com

Ann Bresingham

Ann Bresingham

VP Human Resources

Robert Morris University

Claire Burke

Claire Burke

VP, Finance & Compliance Management

Dearborn National

Antoine Chulia

Antoine Chulia

VP Finance and Corporate Operations

Medline Industries

Dr. Jarik Conrad

Dr. Jarik Conrad

Sr. Director, HCM Innovation

Ultimate Software

Jorge Diaz

Jorge Diaz

Chief People Officer

Verizon Connect

Kelly Doornbos

Kelly Doornbos

Controller, Global Accounting Services

Archer Daniels Midland Company

Bryan Duncan

Bryan Duncan

Global Treasurer

JLL

Sara Exum

Sara Exum

VP Talent Management & Development

Horizon Bank

Julie Hakim

Julie Hakim

Vice President, Finance and Administration

Lundbeck

John Hugo

John Hugo

Vice President, Financials Products and Go To Market

Workday

Bob Kolodgy

Bob Kolodgy

Executive Vice President and Chief Financial Officer

Blue Cross & Blue Shield Association

Jim MacLennan

Jim MacLennan

Senior Vice President & Chief Information Officer (CIO)

IDEX Corp.

Wesam Saber

Wesam Saber

Executive Vice President & CFO

Haribo of America

Amy Shelly

Amy Shelly

Chief Financial Officer

The Options Clearing Corporation

Agenda

Download Agenda
8:00am - 9:00am
Breakfast
9:00am - 9:10am
Opening Remarks by CFO Publishing

Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

9:10am - 9:45am
Keynote Presentation: "How Finance Can Participate in your Digital Business - and Make an Impact!"

In most traditional organizations, Finance is a back-office function focused on controls, forecasts, and Operations, and spends precious little time with Customers and Products. But in a company transforming into a Digital Business, the Finance team has a great opportunity to bring the organization together - and to contribute in unique ways to the overall Transformation. Should Finance play a key role in a Digital Business? This presentation will provide some context for the idea – with real-world examples and stories of what works.

Jim MacLennan
SVP & Chief Information Officer
IDEX Corporation

9:45am - 10:05am
Thought Leadership Spotlight featuring Ultimate Software: "Three HR Mega Trends You Can't Ignore"

More than ever, effectively managing our Human Capital has become crucial for all business leaders. Three pivotal forces will transform our role in the near-term future of work: preparing people for the changes ahead is paramount; creating the new connected collaborative enterprise is a must; and a concentrated focus on well-being at work is critical.  Get ready.


Dr. Jarik Conrad
Sr Director, HCM Innovation
Ultimate Software

10:05am - 10:35am
Networking Break
10:35am - 11:25am
Panel Discussion: "Importance of Human Capital in a Digital Paradigm"

 Session topics include but are not limited to:

  • How does “the digital era” impact cross-functional and intra-functional communication and collaboration within your organization?
  • How is automation and technology impacting the human factor within your teams?
  • What skills and traits should finance leaders seek in identifying and cultivating the modern finance talent pipeline?
  • How does this differ from the beginning of your career?
  • What are challenges that you face in identifying, securing, and mentoring talent?
  • How are these strengths and challenges impacting your finance team’s ability to execute effective strategy in terms of growth, financial reporting, and overall strategy execution?
  • What are tools that finance leaders can leverage to attract people to the finance function, especially Millennials and Gen Z?
  • How can the CFO promote professional development opportunities to keep finance teams engaged and interested?

Moderator:
Antoine Chulia
VP Finance, Corporate & Operations
Medline Industries

Panelists:

Ann Bresingham
VP Human Resources
Robert Morris University
 
Jorge Diaz
Chief People Officer
Verizon Connect
 
Julie Hakim
VP FP&A
Lundbeck
 
John Hugo
Vice President, Financials Products and Go To Market
Workday

 

11:25am - 12:00pm
Keynote Presentation: "The Role of the CFO in Driving Innovation: How to Make an Impact in Your Organization"

The role of today’s CFO extends well beyond the traditional finance function. CFOs should play an active and vital role in leading an innovative culture. Their position in the organization provides a unique view across the company that lends value in driving innovation. This important perspective enables the CFO to identify opportunities for innovation, as well as connect the dots between creating a more efficient operation, improving customer satisfaction, and providing the organization with a strategic competitive advantage.

During this session, you will learn how you can have a strong impact on driving innovation within your organization, as well as hear real-life examples of how this has been put into action.

 


Claire Burke
VP Finance & Compliance Management
Dearborn National Life Insurance

12:00pm - 12:20pm
Networking Break
12:20pm - 1:10pm
Panel Discussion: "The Modern CFO"

Session topics include, but are not limited to:

  • How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
  • How are you acting as the change agent for your organization and furthering the strategic value of cross-function partnerships?
  • How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?
  • How is your finance department leveraging FinTech to gain competitive advantage and drive innovation?
  • How are major political, regulatory, and economic factors impacting the finance function in 2018? What do you anticipate for 2019?

Panelists:
Antoine Chulia
VP Finance, Corporate & Operations
Medline Industries

Kelly Doornbos
Controller - Global Accounting Services
Archer Daniels Midland

Bob Kolodgy
EVP and CFO
Blue Cross Blue Shield Association

Wesam Saber
EVP & CFO
Haribo of America

Amy Shelly
CFO
The Options Clearing Corporation

*Please note, this session is off the record.

1:10pm - 2:10pm
Lunch
2:10pm - 2:55pm
Roundtable Discussions featuring CFO Publishing: "Lessons Learned and New Imperatives"

Join us for an interactive discussion as we hear from a finance leader reflecting on lessons learned from the past year and best practices for success in 2019 in finance. Get involved as the audience participates in roundtable discussions and presents their own experiences and solutions.


Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

 

2:55pm - 3:25pm
Keynote Presentation: "How Finance Can Prepare For 2019"

As we rapidly approach 2019, is your finance team ready?  The global landscape remains vibrant but there are a host of external factors companies should consider.  While uncertainty has become the norm, finance teams need to be forward-thinking regarding the operational landscape.  This presentation will address global, macro conditions then focus on opportunities that finance can partner with the business to drive value.

Bryan Duncan
Global Treasurer
JLL

3:25pm - 3:35pm
Closing Remarks by CFO Publishing

Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

3:35pm - 4:35pm
Closing Reception
*Schedule and timing is subject to change

Sponsors

This event will feature insights from top executives, including

  • Media Partner

  • Thought Leadership Spotlight Partner

  • Panel Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

Interested in sponsoring an event?

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

Sponsorship Information

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.