Chief Financial Officer

1 Day Meeting

2019 Chief Financial Officer Leadership Forum

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

Request Invite to this Event

We will get back to you shortly

Event RSVP





-

Speakers

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

Speaker's profile image

Jenny Alfandary, M.Sc., MBA

Professor

Humber College

Speaker's profile image

Bala Balasubramaniam

Technology Leader, HR Systems & Innovation

LinkedIn

Speaker's profile image

Sunny Donenfeld

Senior Associate Dean for Finance & Administration and CFO

USC Marshall School of Business

Speaker's profile image

Kaustubh Khandelwal

Internal CFO - Amazon Treasure Truck

Amazon

Speaker's profile image

Ravi Mallela

Chief Financial Officer

First Hawaiian Bank

Speaker's profile image

Narayan Menon

Chief Financial Officer

Prezi

Speaker's profile image

Ash Noah

Vice President-CGMA External Relations

American Institute of CPAs

Speaker's profile image

John Rangel

Chief Financial Officer

Specialized Bicycle Components

Speaker's profile image

Chris Stephenson

Principal, Business Consulting

Grant Thornton

Speaker's profile image

Viji Subramanyam

Head of Global FP&A

Applied Materials

Speaker's profile image

Hema Sundarraj

Vice President, Corporate Controller

Nanometrics

Speaker's profile image

Sabrina Thring

CFO, Vice President of Finance

Driven Brands

Speaker's profile image

Todd Toffoli

Vice President, Senior Manager of FP&A

Bank of the West

Speaker's profile image

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
8:40am - 9:10am
Keynote Presentation featuring Prezi

Narayan Menon
Chief Financial Officer
Prezi

9:10am - 9:40am
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.

9:40am - 10:10am
Thought Leadership Spotlight featuring Grant Thornton

Chris Stephenson
Principal - Business Consulting and Technology
Grant Thornton

10:10am - 10:35am
Networking Break
10:35am - 10:55am
Thought Leadership Spotlight featuring Oracle
10:55am - 11:40am
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

Hema Sundarraj
VP, Corporate Controller
Nanometrics

 

11:40am - 12:00pm
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 from the Association of International Certified Professional Accountants as they share insights to get this right.

Ash Noah
Vice President of CGMA External Relations
AICPA

12:00pm - 12:20pm
Networking Break
12:20pm - 12:40pm
Thought Leadership Spotlight featuring TripActions
12:40pm - 1:10pm
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

 

1:10pm - 2:10pm
Lunch
2:10pm - 3:00pm
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?

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

 

3:00pm - 3:45pm
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?

 

 

3:45pm - 4:20pm
Keynote Presentation: Focusing on a Triple Bottom Line for Improved Margins and Growth

Innovation is key for continued success, and new ideas require new ways to measure gains. Learn how focusing on a triple bottom line – the famed “profits, people, and planet” – can improve margins, drive growth, and bring you into the 21st century.

4:20pm - 4:30pm
Closing Remarks by Argyle Host
4:30pm - 5:30pm
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 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

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.

InterContinental San Francisco logo

InterContinental San Francisco

888 Howard St
San Francisco, CA 94103

Telephone: (415) 616-6500