Chief Financial Officer

Think Tank:

2018 CFO Think Tank: The Evolving Role of the Treasurer

Chicago, IL Feb 13, 2018

Overview

We invite you to join Argyle Executive Forum, and its partner, American Express, for a look into how the role of the treasurer continues to evolve into a highly strategic leadership position.

Today’s treasurer is a proactive, forward-thinking strategist who is constantly staying abreast of industry benchmarks, news, emerging trends, and technology. The treasurer forms strong partnerships internally and externally to ensure every part of the organization has what it needs to be successful today and tomorrow.

Among the topics we will consider are:

  • How the responsibility of the treasurer is broadening from ensuring there is enough cash on hand to investing strategically to continue to set the business up for success in the future
  • Achieving a balance between mitigating risk and maximizing liquidity
  • Staying on top of key trends, including those in technology, talent management, and global growth

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Speakers

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

Speaker's profile image

Bryan Duncan

Global Treasurer

JLL

Speaker's profile image

Eric Matheny

Vice President, Corporate Finance & Treasury

Allianz Global Corporate & Specialty

Speaker's profile image

Daniel McClary

Vice President, Large Market Client Group

American Express

Speaker's profile image

Vivian Zhou

Head of Global Capital Markets

American Express

Agenda

This event will feature insights from top executives, including

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8:00am - 8:30am
Networking Breakfast
8:30am - 8:40am
American Express Opening Remarks by Daniel McClary

Daniel McClary
Vice President, Large Market Client Group 
American Express

8:40am - 9:00am
Keynote Presentation by Vivian Zhou

Vivian Zhou
Head of Global Capital Markets 
American Express

9:00am - 9:40am
Panel Discussion: "The Evolving Role of the Treasurer"

Session topics include, but are not limited to: 

  • Forecasting cash requirements in a volatile economic environment 
  • Unlocking new sources of capital 
  • Optimizing liquidity 
  • Mitigating cybersecurity risks 
  • Introducing new payment processes such as blockchain

Moderator:
Daniel McClary
Vice President, Large Market Client Group 
American Express

Panelists:
Bryan Duncan
Global Treasurer
JLL

Eric Matheny
Vice President, Corporate Finance & Treasury
Allianz Global Corporate & Specialty

9:40am - 9:50am
Coffee Break
9:50am - 10:50am
Interactive Roundtable Discussions
10:50am - 11:00am
Closing Remarks by Daniel McClary

Daniel McClary
Vice President, Large Market Client Group 
American Express

Sponsors

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

Sponsorship Information

This event will feature insights from top executives, including

Event Partner

Through its Global Commercial Services division, American Express offers a suite of payment and lending products that help businesses and organizations of all sizes gain financial savings, control and efficiency. Global Commercial Services provides solutions for travel and everyday business spending, cross border payments, global currency solutions, and business financing.

To learn more about Global Commercial Services visit business.americanexpress.com

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.

Hotel Blake Chicago logo

Hotel Blake Chicago

500 South Dearborn
Chicago, IL 60605

Telephone: (312) 986-1234