Chief Financial Officer

1 Day Meeting

2019 Finance Leadership Forum: the Evolving Role of the CFO

Chicago, IL - May 16, 2019

Overview

Today’s finance executive has responsibilities that reach far beyond traditional accounting and reporting functions. Increasingly, CFOs find themselves responsible for digital transformation and technology upgrades, growth strategies, and human capital management, often with little to no training.

Argyle’s CFO Leadership Forum provides the relationships, resources, and solutions to help finance leaders digitally transform their organizations and growth strategies. Topics will touch on the CFO as a change agent through digital transformation, how to use blockchain, and steps to automate the organization.

In collaboration with our Argyle Influencers CFO Advisory Board, the agenda will explore:

  • Navigating digital transformation through careful change management with your leadership team
  • Achieving greater visibility through AI and automation technologies
  • Integrating human capital to support business goals in a digital paradigm
  • Obtaining actionable insights from diverse data sources
  • Embracing new technologies that expand the scope and reach of finance

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: Intermediate to Advanced
Prerequisite: None
Advanced Prep: None Needed
Delivery method: Group Live
Number of credits:  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

Varvara Alva

Varvara Alva

Former Vice President of Investor Relations and Treasurer

Gogo

Jac Amerell

Jac Amerell

VP and Corporate Controller

Blue Cross Blue Shield of Michigan

Barbara Best

Barbara Best

Principal

Capital Strategies Investment Group

Claire Burke

Claire Burke

VP, Finance & Compliance Management

Dearborn National

Tom De Weerdt

Tom De Weerdt

EVP and Chief Financial Officer

Mauser Packaging Solutions

Bob Demeter

Bob Demeter

Partner

PwC

Timothy Drayer

Timothy Drayer

Chief Financial Officer

National Oil & Gas

Christian Garcia

Christian Garcia

EVP and Chief Financial Officer

Visteon Corporation

Jon Given

Jon Given

Managing Director

Huron

Russ Hinnen

Russ Hinnen

Vice President, Corporate Accounting

MYR Group

Phil Iapalucci

Phil Iapalucci

Vice Chancellor of Administration and Finance (CFO/COO)

Indiana University (South Bend)

Joseph Jordan

Joseph Jordan

CFO

ATI Physical Therapy

Jeffrey Kurz

Jeffrey Kurz

Managing Director, Captive Insurance Sales and Consulting

Artex Risk Solutions

Brian Leibforth

Brian Leibforth

RVP, Financial Services

Coupa

Scott Leshinski

Scott Leshinski

Managing Director

Huron Consulting Group

Brad Mueller

Brad Mueller

Staff VP – Enterprise Accounting

Williams Companies

Marc Pactor

Marc Pactor

Vice President, Corporate Sales

Chrome River

Jack Ryder

Jack Ryder

CFO of Americas Finance

Microsoft

Amy Shelly

Amy Shelly

CFO

OCC

Steve Trepiccione

Steve Trepiccione

EVP & Managing Director, Midwest Region Head US Corporate Banking

HSBC Bank USA, N.A.

Melinda Whittington

Melinda Whittington

CFO

La-Z-Boy

Agenda

This event will feature insights from top executives, including

Download Agenda
7:30am - 8:30am
Breakfast
8:30am - 8:40am
Argyle Opening Remarks

Varvara Alva
Former Vice President, Treasurer, Head of Investor Relations
Gogo

8:40am - 9:15am
Keynote Presentation: Aligning Professional Development and Training with Business Goals
  • Strategies & techniques to onboard new talent to the finance function.
  • Evaluating what skills & traits finance leaders should seek in identifying and cultivating the modern finance talent pipeline.
  • Discussing challenges & trends organizations face in identifying, securing, & mentoring talent.
  • Aligning with the HR function to build & maintain the right team.
  • Best practices for promoting diversity in finance function in every stage of pipeline.
  • Promoting professional development opportunities to keep finance teams engaged and interested.

Tom De Weerdt
EVP & Chief Financial Officer
Mauser Packaging Solutions

9:15am - 9:45am
Table Talk

Our host will present highlights and key findings from our pre-event insights survey to share with you the challenges, pain points and decision-making behaviors shared among your peers. We will then break into roundtables to discuss these findings further.

9:45am - 10:05am
Thought Leadership Spotlight: "Microsoft's Modern Finance Transformation"

Microsoft Finance has been on a modernization journey for more than a decade that has accelerated recently due to the increased availability and ease of use of Business Intelligence and Advanced Analytics software and tools. We’ll review that journey and highlight key use cases in Business Process Automation, Strategy and Forecasting, Financial Analysis & Reporting and Risk Management that can be implemented rapidly in order to digitally transform the Finance function. 

Jack Ryder
CFO of Americas Finance
Microsoft

10:05am - 10:30am
Networking Break
10:30am - 10:35am
Session Introduction

Jeffrey Kurz
Managing Director, Captive Insurance Sales and Consulting
Artex Risk Solutions

10:35am - 11:20am
Panel: Finance - Driving Value Creation in Today's Changing Economy

Session topics include, but are not limited to:

  • With factors such as the current foreign currency market, changing regulations, and impact of the changing business environment, what are key factors impacting today’s financial leader?
  • How is the responsibility broadening from ensuring there is enough cash on hand to investing strategically to continue to set the business up for success in the future?
  • Relationship management is a key external environmental theme that is affecting the finance & treasury function. How do you work with internal business units and external partners to best ensure smooth operations? How about with regulators and the board of directors? Are there any other internal and external partnerships you have forged to further establish a leadership position?
  • Balancing mitigating risk and managing liquidity. How are you forecasting cash requirements in today’s global economy and unlocking new sources of liquidity?
  • Staying on top of key trends including those on technology, talent & global growth
    • How are you balancing a spend for growth while being thoughtful about profitability?
  • How can organizations leverage technology & innovation to allow finance leaders to extend their influence beyond core corporate functions and ultimately drive value creation? What are some use case examples of technology implementation when it comes to business process automation, strategy and forecasting, financial analytics & reporting, and risk management?

Moderator:

Joseph Jordan
CFO
ATI Physical Therapy

Panelists:
 
Christian Garcia
EVP and CFO
Visteon Corporation
 
Melinda Whittington
CFO
La-Z-Boy
 
Steve Trepiccione
EVP & Managing Director, Midwest Region Head US Corporate Banking
HSBC Bank USA, N.A.

11:20am - 11:40am
Thought Leadership Spotlight: "Striving for Excellence"

Brian Leibforth
RVP, Financial Services
Coupa

11:40am - 12:05pm
Networking Break
12:05pm - 12:25pm
Thought Leadership Spotlight: "Finance Transformation- Leading with People"

Bob Demeter
Partner
PwC

12:25pm - 1:10pm
Panel: Digital Transformation in Finance - Tips & Lessons Learned

Session topics include but are not limited to:

  • What benefits have you experienced when merging legacy technologies with modern technologies? What are some challenges and best practices?
  • What is the biggest advantage you have seen in transforming the finance function from a traditional paradigm to a digital paradigm?
  • What other key executive functions are you collaborating most closely with in order to successfully execute digital transformation? (Information Security, IT, Operations, etc.)
  • What are some of the most important financial and strategic challenges that you are trying to solve through digital transformation?
  • How can the finance function ensure its organization is on the forefront of its competition in a climate of real-time data?
  • How is the finance function anticipating and understanding the risks that emerging technologies pose?

Moderator:

Russ Hinnen
Vice President, Corporate Accounting
MYR Group
 
Panelists:

Jac Amerell
VP and Corporate Controller
Blue Cross Blue Shield of Michigan
 
Timothy Drayer
Chief Financial Officer
National Oil & Gas
 
Phil Iapalucci
Vice Chancellor of Administration and Finance (CFO/COO)
Indiana University South Bend
 
Marc Pactor
Vice President, Mid-Market Sales 
Chrome River

1:10pm - 2:10pm
Lunch
2:10pm - 2:55pm
Roundtable Discussion: What's in your Transformation Playbook?

Everyone is talking about Digital Transformation, Innovation and Modernization.  What does that mean to you and your organization?

Attend this session, designed for the evolving role of the CFO, and learn how others have transformed by using technology as a platform for value creation across the enterprise. 

Learn how strategic integrations coupled with intentional solutions have propelled organizations forward to:

• Improve Operating Efficiencies
• Modernize the Technology Platform
• Elevate Business Insights
• Improve Costs and Controls
• Tackle Merger Integration

Jon Given
Managing Director
Huron

Scott Leshinski
Managing Director
Huron

Brad Mueller
Staff VP – Enterprise Accounting 
The Williams Companies

2:55pm - 3:30pm
Keynote Presentation: The Customer-centric Finance Leader

The concept of customer-centricity is pervasive throughout the organization and plays a large role in the Finance leader’s key decision making. With organizations creating more opportunity, options, and personalization to the modern consumer in order to gain a competitive advantage, Finance’s understanding of the expectations of the customer has become a necessity to make or break the consumer experience.

During this session, you will hear real-life examples and other key insights about driving innovation and delivering a customer-centric experience in an increasingly competitive marketplace.

Claire Burke
VP, Finance & Compliance Management
Dearborn National

3:30pm - 4:10pm
Fireside Chat: The CFOs Role as a Change Agent

Over the years, the CFO's role has transformed immensely, with a need to navigate the ever-changing global economy more strategically to remain agile. The role of the CFO has expanded beyond traditional finance, accounting, and reporting duties. With changes in regulations, risks, and a complex climate, the need to address existing and potential changes has become even more crucial.  With an influx of data available and vast opportunities for innovation, the CFOs role has evolved into the organization’s change agent, setting strategies, revenue optimization, and strategic decision making.

Amy Shelly
Chief Financial Officer
OCC

Interviewed by:

Barbara Best
Principal
Capital Strategies

4:10pm - 4:30pm
Closing Remarks & Wrap-Up

Varvara Alva
Former Vice President, Treasurer, Head of Investor Relations
Gogo

4:30pm - 5:30pm
Closing Reception

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

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight Partner

  • Roundtable Discussion and App Partner

  • Panel & App Partner

  • Panel Partner

  • Session Introduction 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.