Chief Financial Officer

1 Day Meeting

2019 CFO Leadership Forum: The Evolving Role of the Finance Executive

San Francisco, CA - Feb 06, 2019

Overview

2019 CFO Leadership Forum: The Evolving Role of the Finance Executive

Today’s finance executives are at the forefront of business transformation, leading their teams and organizations into a new era of driving successful strategic outcomes and exploiting profitable growth opportunities. To stay ahead in this turbulent era, CFOs must take the reins on digital initiatives that will amplify innovation and efficiency and help their organizations make better decisions based on the latest market shifts.

Argyle’s CFO Leadership Forum provides the relationships, information, and solutions to help finance leaders digitally transform their organizations and pursue effective growth strategies.

Built in collaboration with our Argyle Influencers CFO Advisory Board, the forum agenda will focus on:

  • Navigating digital transformation in collaboration with other executive leaders
  • Embracing new technologies that expand the scope and reach of finance
  • Achieving greater cost efficiency through artificial intelligence, blockchain, and other advanced automation systems
  • Obtaining actionable insights from diverse data sources
  • Leveraging human capital to support current and future business goals
  • Taking on the role of change agent and exceeding the expectations of today’s boards, CEOs, and investors

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

Sunny Donenfeld

Sunny Donenfeld

Senior Associate Dean for Finance & Administration and CFO

USC Marshall School of Business

Bala Balasubramaniam

Bala Balasubramaniam

Technology Leader, HR Systems & Innovation

LinkedIn

Narayan Menon

Narayan Menon

Chief Financial Officer

Prezi

Francis Moran

Francis Moran

VP of Finance

TripActions

Nishant Nair

Nishant Nair

Founder and CEO

RecVue

Ash Noah

Ash Noah

Vice President-CGMA External Relations

American Institute of CPAs

John Rangel

John Rangel

Chief Financial Officer

Specialized Bicycle Components

Greg Sasaki

Greg Sasaki

VP of Finance & Corporate Services

Nikon

Nathan Schlatter

Nathan Schlatter

Director of Finance

Chrome River Technologies

Chris Stephenson

Chris Stephenson

Principal, Business Consulting

Grant Thornton

Hema Sundarraj

Hema Sundarraj

Vice President, Corporate Controller

Nanometrics

Ross Thompson

Ross Thompson

Corporate Controller

Golden State Warriors

Todd Toffoli

Todd Toffoli

Vice President, Senior Manager of FP&A

Bank of the West

Mark Wilcox

Mark Wilcox

Senior Vice President, Corporate Strategy and Development

Bank of the West

Rachel Wong

Rachel Wong

VP and Corporate Controller

POPSUGAR

Georgia Zocca

Georgia Zocca

VP Finance

First Republic Bank

Agenda

This event will feature insights from top executives, including

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

Sunny Donenfeld
Senior Associate Dean for Finance and Administration and CFO
USC Marshall School of Business

8:40am - 9:15am
Keynote Presentation featuring Prezi: "The startup CFO and business transformation"

Start-ups are often organizations with little structure and open possibilities, and the finance leaders are uniquely positioned to drive business transformation. In addition to the core responsibilities of compliance, raising capital and deploying them well through effective resource allocation, Finance leaders are often asked to help drive growth through business insights, acquisitions and partnerships. Occasionally, you have opportunity to help shape the culture and organizational effectiveness better governance and org strategies. Taking on similar projects even in larger companies can prepare you well for a CFO role in a startup and be successful. 

Narayan Menon
Chief Financial Officer
Prezi

9:15am - 9:45am
Table Talks

We 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.

Sunny Donenfeld
Senior Associate Dean for Finance and Administration and CFO 
USC Marshall School of Business

9:45am - 10:15am
Thought Leadership Spotlight featuring Grant Thornton: "The CFO: Today and Tomorrow"

Grant Thornton’s 2019 CFO Survey has uncovered an accelerated adoption of emerging technology, more forward looking scenario planning, and CFO ownership of broader business programs. In advance of our results launch, join Chris Stephenson for a sneak preview of the survey insights and a discussion of what they mean for you and your business.

Chris Stephenson
Principal - Business Consulting and Technology
Grant Thornton

10:15am - 10:35am
Networking Break
10:35am - 10:40am
Session Intro featuring RecVue

Nishant Nair
Founder and CEO
RecVue

10:40am - 11:25am
Panel Discussion: "Undergoing the Digital Transformation in Finance - Tips and 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:

Jenny Alfandary
Professor
Humber College

Panelists:

Bala Balasubramaniam
Technology Leader, HR Systems & Innovation
LinkedIn

Nathan Schlatter
Director of Finance
Chrome River

Hema Sundarraj
VP, Corporate Controller
Nanometrics

 

11:25am - 11:45am
Thought Leadership Spotlight featuring AICPA: "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 Ash Noah, CPA, CGMA from the Association of International Certified Professional Accountants as he shares insights on how to get this right.

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

11:45am - 12:05pm
Networking Break
12:05pm - 12:25pm
Thought Leadership Spotlight featuring TripActions: "Digital Transformation in Corporate Travel "

Francis Moran, the Vice President of Finance at TripActions will discuss a framework that can help identify the right technology, talent and thinking to direct a digital transformation in corporate travel. Leveraging from his own experience leading the fast growing unicorn startup TripActions, as well as their equally dynamic customer Lyft, Francis will share how new technology, new views on how to assemble the right organizational mix and processes to empower employees can deliver an exceptional experience for travel managers, finance teams, your supplier partners, and your employees.

Francis Moran
VP of Finance
TripActions

12:25pm - 1:00pm
Fireside Chat: "Finance as a Better 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, HR, marketing 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 do you anticipate major political, regulatory, and economic factors impacting the finance function in 2019?

John Rangel
Chief Financial Officer
Specialized Bicycle Components
 
Mark Wilcox
Senior Vice President, Corporate Strategy and Development
Bank of the West

 

1:00pm - 2:00pm
Lunch
2:00pm - 2:50pm
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:

Greg Sasaki
VP of Finance & Corporate Services
Nikon

Panelists:

Jenny Alfandary
Professor
Humber College

Todd Toffoli
Vice President, Senior Manager of FP&A
Bank of the West

Georgia Zocca
VP Finance
First Republic Bank

Ross Thompson
Corporate Controller
Golden State Warriors

2:50pm - 3:35pm
Interactive Roundtable Discussions: Why is Data Analytics Crucial For Finance?
Join us for an interactive discussion as we hear from a finance leader on 2019 on best practices for developing and strengthening cross-functional partnerships, and then get involved as the audience participates in roundtable discussions and presents their own experiences and solutions. 
  • How has your role evolved over the past few years to incorporate big data analytics? What was the catalyst to add this to your role – was it a gradual process?
  • How has the data scientist component of your role become more strategic and central to the direction and growth of your company?
  • Where have you seen the greatest benefit in leveraging big data in finance? What are some of the unintended benefits and challenges that you’ve encountered?
  • What skills need to be emphasized to increase (big) data literacy among finance executives, both current and future?
  • How has leveraging big data impacted cross-functional collaboration?
  • How has the shifting demographics of teams played a role in the incorporation of big data into the finance function?

Ravi Mallela
Chief Financial Officer
First Hawaiian Bank

3:35pm - 4:10pm
Fireside Chat: "Women in the Boardroom - Claiming a Seat at the Table"

Women are stepping up and claiming their seat at the table. Diversity and inclusion has played a vital role in transforming leadership across organizations, with finance being no exception. It is becoming increasingly essential for the corporate landscape to embrace and empower the woman’s role within the finance department and the boardroom.

Rachel Wong
VP and Corporate Controller
POPSUGAR

4:10pm - 4:20pm
Closing Remarks by Argyle Host
4:20pm - 5:20pm
Closing Reception
*Schedule and timing is subject to change

Sponsors

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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 Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Panel Partner

  • Session Introduction Partner

  • Senior Supporter Partner

  • Senior Supporter 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.