Chief Financial Officer

1 Day Meeting

2018 FP&A Leadership Forum

Atlanta, GA - Oct 11, 2018

Overview

Argyle is bringing together senior finance executives for our 2018 Financial Planning & Analysis Leadership Forum in Atlanta. Throughout this live advanced level forum, you will receive a full day of content and networking. This invitation-only Forum will provide finance executives unique opportunities to learn from and connect with industry leaders who play key roles in guiding the strategic direction of their companies. With a program geared towards leaders in finance, accounting, financial reporting, business analytics and strategy, this Forum will feature engaging and thought-provoking sessions. 

  • How finance teams are expanding purview, shifting from a retrospective reporting approach to forward-looking strategies
  • How to employ new approaches to financial planning and analysis (FP&A) better informs decisions and improves performance
  • The best practices for establishing a culture of financial accountability throughout  the company
  • How to explore the skills and attributes finance executives need to seek and develop among the finance teams they lead
  • How to work across functions and successfully leverage analysis and planning within and beyond the realm of finance


Our keynote presentationsfireside chatspanel discussions, and networking sessions will equip you with actionable takeaways to bring back to the office, as well as the 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

Rhonda Armstrong

Rhonda Armstrong

Senior Director, Finance

American College of Rheumatology

Jade Barnwell

Jade Barnwell

Director, FP&A

Mitsubishi Hitachi Power Systems Americas

Julie Bimmerman

Julie Bimmerman

VP Finance and Investor Relations

Rollins

Bryon Bonafede

Bryon Bonafede

Sr. Director, FP&A

ABM Industries

Ashish Gandhi

Ashish Gandhi

CFO

OFS

Bill Huber

Bill Huber

Chief Financial Officer

Velux

Maxwell Kagan

Maxwell Kagan

Chief Financial Officer and Vice President of Finance

WellStar Medical Group

Brian McDonald

Brian McDonald

Managing Director

FTI Consulting

Ash Noah

Ash Noah

Vice President-CGMA External Relations

American Institute of CPAs

Alan Rabb

Alan Rabb

Senior Vice President, Finance

The Coca-Cola Company

Judy Romano

Judy Romano

Senior Vice President, Chief Financial Officer International

Equifax

Matthieu Rothenburger

Matthieu Rothenburger

Director, Corporate FP&A

Novelis

Ken Shelton

Ken Shelton

Executive Director, Finance

Cox Communications

Agenda

This event will feature insights from top executives, including

Download Agenda
7:50am - 9:00am
Breakfast
9:00am - 9:10am
Argyle Opening Remarks
9:10am - 9:45am
Keynote Presentation featuring Equifax: "Planting a Seed and Seeing It Grow - Talent Management"

Judy Romano
SVP and CFO – International
Equifax

9:45am - 10:05am
Thought Leadership Spotlight featuring CGMA

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

10:05am - 10:35am
Networking Break
10:35am - 11:25am
Panel Discussion: "FP&A as a Critical Business Partner"

Session topics include (but are not limited to):

  • How is your organization leveraging its FP&A team for executing its strategic vision?
  • What are some examples of best practices for fostering collaboration between FP&A teams and other functions?
  • How can an organization’s leadership encourage innovation and collaboration in FP&A teams? Between FP&A and other functions?
  • What tools and skills can FP&A teams deploy to improve efficacy of the team and efficiency of the organization?
  • What skills are critical to an effective, modern FP&A function?
  • How do these skillsets differ from 5, 10, 15 years ago / the beginning of your career?
  • What kinds of professional development opportunities should be invested in current FP&A team members to enhance its current operational capacity?

Moderator:

Rhonda Armstrong
Senior Director, Finance 
American College of Rheumatology

Panelists:
 
Julie Bimmerman
VP Finance and Investor Relations
Rollins

Bryon Bonafede
Sr. Director, FP&A
ABM Industries

Brian McDonald
Managing Director
FTI Consulting

Alan Rabb
Senior Vice President, Finance
The Coca-Cola Company

*Please note that this session is off the record*

11:35am - 11:55am
Networking Break
11:55am - 12:45pm
Fireside Chat: "Forecasting During Volatile and Uncertain Times"

Session topics include (but are not limited to):

  • How can FP&A teams drive value for finance and the organization as a whole during uncertain conditions?
  • How can FP&A mitigate disruption during mergers and divestitures? During times of uncertain regulatory future? (compliance, tariffs, etc)
  • How can FP&A help drive innovation within the organization?
  • How does technology impact forecasting and planning in uncertain climates?

Participants:

Jade Barnwell
FP&A Director
Mitsubishi Hitachi Power Systems America

Ashish Gandhi
Chief Financial Officer
OFS, A Furukawa Company

 

12:45pm - 1:45pm
Lunch
1:45pm - 2:35pm
Fireside Chat: "Moving Toward Driver-Based Forecasting"

Session topics include (but are not limited to):

  • How would you define driver-based forecasting? What does your organization strive to achieve by using a driver-based approach to forecasting?
  • What are the characteristics of organizations that driver-based forecasting is particularly well-suited for?
  • What are some best practices for selecting the most relevant drivers? (Quantity, type, short-term vs long-term, etc)
  • What areas of your organization have improved as a result of implementing driver-based forecasting?
  • What challenges have you encountered with transitioning to and maintaining a driver-based approach to forecasting?
  • How does driver-based forecasting foster cross-functional collaboration?
  • What are some examples of ways driver-based forecasting improves efficiency in your organization?
  • What future plans do you have for refining your approach to driver-based forecasting within your finance team and throughout your organization?

Participants:

Maxwell Kagan
CFO and VP, Finance
WellStar Health Group

Matthieu Rothenburger
Director, Corporate FP&A
Novelis
 
Ken Shelton
Executive Director, Finance
Cox Communications

 

2:40pm - 3:15pm
Fireside Chat: Forecasting and Planning in International Organizations

Participants:

Jade Barnwell
FP&A Director
Mitsubishi Hitachi Power Systems America
 
Bill Huber
Chief Financial Officer
Velux

3:15pm - 3:20pm
Argyle Closing Remarks
3:20pm - 4:20pm
Closing Reception
*Schedule and timing is subject to change

Sponsors

Interested in sponsoring an event ?

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

Sponsorship Information

This event will feature insights from top executives, including

  • Media Partner

  • Thought Leadership Spotlight & App Partner

  • Panel Partner

  • Breakout Session Partner

  • Breakout Session Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • 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.