Chief Financial Officer

1 Day Meeting

2018 Chief Financial Officer Leadership Forum

Atlanta, GA May 03, 2018

Overview

The influence of today’s Chief Financial Officers extends well beyond the realm of finance. Companies increasingly expect CFOs to demonstrate not only financial acumen but also the ability to partner with other departments and other business units to identify opportunities to improve their companies’ overall performance.

Beyond reporting on past financial results, today’s CFO works closely with senior leadership to balance strategic goals and operational requirements to develop a comprehensive approach to planning for a company’s future.

To explore how finance leaders adapt as their responsibilities expand, Argyle Executive Forum is bringing together CFOs and other finance executives for our annual Chief Financial Officer Leadership Forum in Atlanta.

Throughout a full day of thought leadership content and networking, this invitation-only forum provides finance executives with unique opportunities to learn from one another about how to meet the most pressing challenges they face today.

With an agenda geared to Chief Financial Officers, Chief Accounting Officers, Controllers, and Treasurers, as well as executives in leadership roles in finance, accounting, and FP&A, this forum will feature thought-provoking and engaging sessions on critical issues that include:

  • How CFOs lead their finance teams to broaden their skills beyond reporting on past financial results to establish overarching performance goals, as well as develop plans to achieve and exceed them
  • How CFOs extend their influence beyond finance by establishing partnerships with human resources, sales, IT, and other areas of their companies
  • How CFOs prepare their companies for economic, regulatory, and political developments that will have the greatest impact on how they do business

Our keynote presentations, fireside chats, panel discussions, and networking sessions will provide you with ideas and best practices you can share within your organization. This forum also offers you a unique 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     

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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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Eric Bymaster

Associate Vice Chancellor for Finance

Vanderbilt University

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Jason Constantino

CFO, Global Repair Solutions

GE Power

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Frank Davis

VP, Sales Operations

Chrome River

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Dionne Denson

Deputy Comissioner and Chief Financial Officer

Georgia Department of Public Health

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Ryan Edwards

Account Executive

Workday

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Lisa Ray Griffin

SVP, Entertainment Finance

Turner Broadcasting System

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RJ Hazra

VP and CIO, Global Ops Finance

GE

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John Head

Vice President, Sales – East & International

Host Analytics

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Phong Le

Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer

MicroStrategy

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Sas Mukherjee

EVP, CFO and Chief Strategy Officer

York Risk Services

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Elba Pareja-Gallagher

Director of Finance, Global eCommerce Strategy

UPS

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Scott Porter

Senior Vice President Human Resources

Turner Broadcasting System, Inc.

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Gary Quirke

CEO & Principal

QueBIT

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John Rizzo

President and Chief Operating Officer

Deem

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Carrie Smith

Vice President Finance

UPS

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Devon Wzientek

VP Segment Controller

Mohawk Industries

Agenda

This event will feature insights from top executives, including

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7:45am - 8:45am
Breakfast
8:45am - 8:55am
Opening Remarks featuring Argyle Host

Bona Allen
Senior Vice President and CFO
Kajima Building and Design, Inc

8:55am - 9:00am
Session Introduction featuring Workday

Ryan Edwards
Account Executive
Workday

9:00am - 9:35am
Keynote Presentation featuring Turner Broadcasting: "Leading the Way to Finance Done Differently"

Lisa Ray Griffin
SVP, Entertainment Finance
Turner Broadcasting

9:35am - 9:55am
Thought Leadership Spotlight featuring Host Analytics: "The Changing Landscape of Finance"

John Head
Vice President, Sales – East & International
Host Analytics

9:55am - 10:20am
Networking Break
10:20am - 10:40am
Thought Leadership Spotlight featuring QueBIT: "Embedding Predictive Analytics into Financial Business Process"

Gary Quirke
CEO & Principal
QueBIT

10:45am - 11:30am
Panel Discussion: "The CFO's Role in Preventing Financial Risk and Fraud"

Session topics include, but are not limited to:

  • How are CFOs leveraging technology to prevent and mitigate financial risk and fraud?
  • What are examples of best practices for financial risk mitigation and fraud prevention?
  • What types of controls are being implemented, both internally and externally, to prevent financial fraud from occurring?
  • How is governmental regulation impacting fraud prevention (eg. Sarbanes-Oxley Act)?
  • How does the changing and expanding role of the CFO impact risk mitigation and fraud prevention?

Moderator:

Dionne Denson
Deputy Commissioner/CFO
Georgia Department of Public Health

Panelists:

Frank Davis
Vice President, Sales Operations
Chrome River

RJ Hazra
VP and CIO, Global Operations Finance
GE

 

11:35am - 11:55am
Thought Leadership Spotlight featuring Microstrategy

Phong Le
Senior Executive Vice President, Chief Financial Officer
MicroStrategy

11:55am - 12:15pm
Networking Break
12:15pm - 12:35pm
Thought Leadership Spotlight featuring Deem: "How Finance Professionals Control Costs and Grow Revenue Using Innovative Software Solutions"

Financial officers are stewards of shareholder return, and leadership in this arena requires a myriad of initiatives. Managing indirect spend is one of these critical initiatives, with implications across an organization. A key segment of this category is travel and entertainment costs – which can expand exponentially as a company grows, costing your company hundreds of thousands to millions of dollars. Join John F. Rizzo, President and Chief Operating Officer, Deem as he explores the strategic role of finance professionals in controlling travel and entertainment spend, the impact of software solutions on travel and expense management, and their relationship to suppliers and vendors. You’ll discover the challenges and rewards of taking a new approach to travel and entertainment spend, and questions to ask your employees, suppliers and vendors for effective leadership in spend management. You’ll discover a framework for controlling costs, growing shareholder return and building your leadership in the C-Suite.

 

John Rizzo
President, Chief Operating Officer
Deem

12:35pm - 1:10pm
Keynote Presentation featuring York Risk Services: "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.

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

1:10pm - 2:10pm
Lunch
2:10pm - 2:55pm
Panel Discussion: "Emphasizing Human Capital in Finance for Long-term Success"

Session topics include but are not limited to:

  • What are ways that today’s CFOs can attract new talent to the finance function, especially Millennials and Gen Z?
  • Which skills and traits should CFOs seek in identifying and cultivating the modern finance talent pipeline?
  • What challenges does your organization face in identifying, securing, and mentoring talent? How are you collaborating with the HR function to overcome these challenges?
  • What are some best practices for promoting diversity in finance function in every stage of pipeline?
  • What are some best practices for evaluating finance team’s capabilities and strengths and for identifying opportunities for further training and development?
  • How can the CFO promote professional development opportunities to keep finance teams engaged and interested?

Moderator:
Scott Porter
SVP, Human Resources
Turner Broadcasting System

Panelists:
Bona Allen
Senior Vice President and CFO
Kajima Building and Design, Inc

Eric Bymaster
Associate Vice Chancellor for Finance
Vanderbilt University

Dionne Denson
Deputy Commissioner/CFO
Georgia Department of Public Health

Devon Wzientek
VP Segment Controller
Mohawk Industries

 

2:55pm - 3:10pm
Networking Break
3:10pm - 3:45pm
Keynote Presentation featuring GE Power: "Metric Madness"¦The CFO's Role in Driving Organizational Clarity"

Presentation to Cover:

  • The Role of Metrics in Companies Today
  • Types of Metrics and Critical Pitfalls
  • Functional Examples of Metrics Gone Wrong
  • Key Elements to Ensure Organizational Clarity

Jason Constantino
CFO, Global Repair Solutions
GE Power

*Please note, this session is off-the-record

3:45pm - 4:20pm
Fireside Chat featuring UPS: "Finance as an Innovative Business Partner"

Carrie Nordman Smith
Vice President, Finance
UPS

and

Elba Pareja-Gallagher
Director of Finance, Global eCommerce Strategy
UPS

4:20pm - 4:30pm
Closing Remarks featuring Argyle Host

Bona Allen
Senior Vice President and CFO
Kajima Building and Design, Inc

4:30pm - 5:30pm
Cocktail 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

  • Media Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Panel Partner

  • Session Introduction Partner

  • Breakout Session Partner

  • Breakout Session 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.

Grand Hyatt Atlanta in Buckhead logo

Grand Hyatt Atlanta in Buckhead

3300 Peachtree Road NE
Atlanta, GA 30305

Telephone: (888) 421-1442

The InterContinental Buckhead logo

The InterContinental Buckhead

3315 Peachtree Rd. NE
Atlanta, GA 30326

Telephone: (404) 946-9000

W Atlanta - Buckhead logo

W Atlanta - Buckhead

3377 Peachtree Rd NE
Atlanta, GA 30326

Telephone: (678) 500-3100