Chief Financial Officer

1 Day Meeting

2018 Chief Financial Officer Leadership Forum

Dallas, TX Oct 24, 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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Speakers

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

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David Leininger

Former Chief Financial Officer

Dallas Area Rapid Transit (DART)

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Kevin Booth

Vice President, Anaplan Accelerate

Anaplan

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Colleen Dutton

Associate Vice President Human Resources

University of Texas at Dallas

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John Hugo

Vice President of Financials Products and Go To Market

Workday

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Phong Le

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

MicroStrategy

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Dan Miller

Chief Financial Officer

Highland Homes

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Darren Nelson

AVP of HR Administration

UT Southwestern Medical Center

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Ash Noah

Vice President-CGMA External Relations

American Institute of CPAs

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Vina Porter

Controller

LSG Sky Chefs

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Mohit Punj

Vice President, Corporate Development

Basic Energy Services

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Mike Sabbatis

Chief Executive Officer

XCM

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Tamara Saront-Eisner

VP and Treasurer, US and Americas Zone

Air Liquide

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Juergen Schroedl

CFO PH Int. Customer Accelerator & Digital Business Unit

Pizza Hut

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Steven Seale

Director of FP&A

Diamond Offshore Drilling

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Bill Velasco

Global Operations Controller

Flowserve Corporation

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Todd Yoder

Global Treasury Head of Derivatives & Hedging Capital Management Strategy

Fluor Corporation

Agenda

This event will feature insights from top executives, including

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8:00am - 9:00am
Breakfast
9:00am - 9:10am
Opening Remarks by Argyle Host

David Leininger
Former Chief Financial Officer
Dallas Area Rapid Transit (DART)

9:10am - 9:45am
Keynote Presentation: "Finance and Digital Transformation"

Juergen Schroedl
CFO/CGO Digital & Customer Accelerator Business Unit Pizza Hut International
Pizza Hut

9:45am - 10:15am
Thought Leadership Spotlight featuring MicroStrategy: "CFO's Guide to the Intelligent Enterprise"

Phong Le
Senior Executive Vice President, Chief Financial Officer
MicroStrategy

10:15am - 10:40am
Networking Break
10:40am - 11:00am
Thought Leadership Spotlight featuring XCM Solutions: "How the Finance Leader of Tomorrow Is Using Data Today"

Session topics include, but are not limited to:

What will differentiate finance leaders and their companies of tomorrow from finance leaders of today? Attend this session to hear from Mike Sabbatis, XCM®  CEO, about finance leaders’ transition from traditional finance roles to playing a more strategic role in identifying new investment opportunities through strategic leadership, forecasting, and real-time insights to guide proactive decision making to increase company performance. Mike will cover:

  • How a finance leader can apply the latest advances in analytics to gain a clearer understanding of a company's performance,
  • What finance leaders need to know about the role of technology in accelerating the timeframe to recognize opportunities to improve performance, and
  • How finance leaders can use predictive and prescriptive analytics to support and inform their companies' strategic decisions.

Mike Sabbatis
Chief Executive Officer
XCM

11:00am - 11:45am
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
    • 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:
Mohit Punj
VP, Corporate Development
Basic Energy Services
 
Panelists:
Colleen Dutton
Chief Human Resources Officer
University of Texas at Dallas

John Hugo
Vice President, Financials Products
Workday

Darren Nelson
AVP of HR Administration
UT Southwestern Medical Center

11:45am - 12:05pm
Networking Break
12:05pm - 12:25pm
Thought Leadership Spotlight featuring CGMA: "POWERING FINANCE TRANSFORMATION - Leveraging Technology AND People"

The journey of finance transformation is complex and requires a well-crafted approach that addresses not just technology, but having the right mix of skill sets to drive transformation.  Join Rick Weinberg of Microsoft and Ash Noah from the Association of International Certified Professional Accountants as they share insights to get this right.

Ash Noah
Vice President of CGMA External Relations
Association of International Certified Professional Accountants
 
and
 
Rick Weinberg
USEC Central, Health, & West Finance Leader
Microsoft

12:25pm - 1:10pm
Panel Discussion: "The CFO as an Innovative and Strategic Business Partner"

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?

Moderator:
Colleen Dutton
Chief Human Resources Officer
University of Texas at Dallas
 
Panelists:
Kevin Booth
Vice President, Anaplan Accelerate
Anaplan
 
Dan Miller
Chief Financial Officer
Highland Homes
 
Tamara Saront-Eisner
VP and Treasurer, US and Americas Zone
Air Liquide
 
Todd Yoder
Global Treasury
Fluor Corporation

 

1:10pm - 2:10pm
Lunch
2:10pm - 2:55pm
Fireside Chat: "Driving Innovation and Collaboration in International Finance Teams"

Session topics include but are not limited to:

  • How does the global nature of your team impact the finance function in your organization? How is strategic direction impacted?
  • How has technology and digital transformation impacted the international finance team? 
    • Are these technologies standardized?
  • What are the greatest challenges you face in managing an international finance team? 
    • Are these challenges unique to the finance function?
  • What challenges did you have during acquisition and division of subsidiaries/companies?
  • How have you navigated cultural differences between global teams?

Participants:

Vina Porter
Controller
LSG Sky Chefs
 

Bill Velasco
Global Operations Controller
Flowserve Corporation

3:00pm - 3:50pm
Roundtable Discussions: "Strengthening the CIO-CFO Partnership"

Join us for an interactive discussion as we hear best practices for IT and Finance collaboration, and then get involved as the audience participates in roundtable discussions and presents their own experiences and solutions.

David Leininger
Former Chief Financial Officer 
Dallas Area Rapid Transit (DART)

3:50pm - 4:00pm
Closing Remarks by Argyle Host

David Leininger
Former Chief Financial Officer 
Dallas Area Rapid Transit (DART)

4:00pm - 5:00pm
Closing Reception
*Schedule and timing is subject to change

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 & App Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight Partner

  • Panel Partner

  • Panel 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.

Radisson Hotel Central Dallas University Park  logo

Radisson Hotel Central Dallas University Park

6070 N. Central Expressway
Dallas, TX 75206

Telephone: (214) 750-6060

The Fairmont Dallas logo

The Fairmont Dallas

1717 N Akard St.
Dallas, TX 75201

Telephone: (800) 441-1414

Warwick Melrose Hotel Dallas logo

Warwick Melrose Hotel Dallas

3015 Oak Lawn Avenue
Dallas, TX 75219

Telephone: (214) 521-5151