Chief Financial Officer

1 Day Meeting

2019 Finance Leadership Forum: the Evolving Role of the CFO

Los Angeles, CA - May 15, 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

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:  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

Troy Achong

Troy Achong

Senior Vice President, Change Effectiveness

21st Century Fox

Brandon Barksdale

Brandon Barksdale

Senior Manager

CohnReznick

Adam Burke

Adam Burke

COO & Chief Financial Officer

Los Angeles Tourism & Convention Board

James Delaney

James Delaney

Chief Financial Officer

Worldwide Environmental Products

Prakash Dheeriya

Prakash Dheeriya

Professor, Finance

California State University, Dominguez Hills

John DiLazzaro

John DiLazzaro

Chief Financial Officer

Innovative Dining Group

Dean Ditto

Dean Ditto

Vice President, Corporate Controller

OSI Systems, Inc.

Scott Griffiths

Scott Griffiths

Chief Financial Officer, Marketing

Farmers Insurance Group of Companies

Gary Johnson

Gary Johnson

Chief Financial Officer and Vice President

BNK Petroleum

Anaïs Lempereur

Anaïs Lempereur

Vice President, Finance

sweetgreen

Natalie McKenzie

Natalie McKenzie

Controller

Shasta Regional Medical Center (A member of Prime Healthcare)

John Min

John Min

Chief Economist

Tempus

Wendy Morgan

Wendy Morgan

Chief Financial Officer

Cacique

Eric Muhlheim

Eric Muhlheim

Chief Financial Officer

Buzzfeed

Lina O'Connor

Lina O'Connor

Chief Financial Officer

Tender Greens

Kristen Parsons

Kristen Parsons

Regional Commercial Banking Executive

HSBC

Nathan Schlatter

Nathan Schlatter

Director of Finance

Chrome River Technologies

Demir Vangelov

Demir Vangelov

Chief Financial Officer

Soylent

Agenda

This event will feature insights from top executives, including

Download Agenda
8:00am - 9:00am
Breakfast
9:00am - 9:10am
Argyle Opening Remarks

Dean Ditto
Vice President, Corporate Controller 
OSI Systems

9:10am - 9:45am
Chief Facilitation Officer: The CFO's Evolving Role in Change Management

Other than the CEO and COO (who is increasingly also the CFO), effective CFOs are potentially the most influential change agents in an organization. As one of the few senior leaders who have line of sight into the overall business, we have a unique opportunity to think holistically about the enterprise and to facilitate an integrated approach to strategic planning, performance measurement, business intelligence and Enterprise Resource Planning.

As the CFO role has continued to evolve in this direction, it has required a fundamental shift from a predominantly technical skill set to one that also involves a high degree of "emotional intelligence" and the ability to serve as an effective "storyteller" who can rally diverse business units around a common vision.

This session is designed to explore the practical implications of this changing paradigm, and to discuss both the incredible opportunity - and the potential pitfalls - that it represents.

Adam Burke
COO & Chief Financial Officer
Los Angeles Tourism & Convention Board

9:45am - 10:15am
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.

10:15am - 10:50am
The CFO's Role in Driving Customer Experience

I guarantee that some of your competitors, if not all of them, are improving their customer experience and using it to steal your customers.  What are you doing about it?

Join us in this enlightening session as we discuss the role of CFOs as leaders and finance professionals in:

  • Understanding how customer experience impacts your business results
  • Defining and prioritizing customer experience improvements
  • Planning for disruption and innovation
  • Incorporating all of the above into your planning cycle

Scott Griffiths
Chief Financial Officer, Marketing
Farmers Insurance Group of Companies

10:50am - 11:15am
Networking Break
11:15am - 12:05pm
Panel: The CFO's Role as an Adaptable Business Leader

Session topics include, but are not limited to:

  • Discuss the need for today’s CFO to act as a resilient and adaptable leader in today’s financial landscape. With factors such as the current foreign currency market, changing regulations, and impact of the changing business environment, what are key factors impacting your role?    
  • How are you discussing disruptors at your organization?
  • How does risk fit into the expanded role of the CFO? What is the finance team doing to anticipate and understand the risks that disruptors pose and how are these disruptors challenging you to grow & protect your bottom line?
    • How has your finance team navigated the dynamic and uncertain geopolitical climate of the last 5, 10 years into its risk strategies?
    • How are you preparing for future economic changes?
  • How today’s technologies are impacting the finance team at your organization? What skills/roles have you taken on in the last few years with regards to technology?
    • How are you incorporating new technologies to include more systems and controls and encourage an alignment with each line of business?
  • The role of traditional forecasting models & emerging technologies at your organization.
  • How are you balancing a spend for growth while being thoughtful about profitability?
  • How are you encouraging creativity and innovation with stability and increased profitability?

Moderator:

Anaïs Lempereur 
Vice President, Finance
sweetgreen

Panelists:

Gary Johnson
Chief Financial Officer and Vice President
BNK Petroleum
 
John Min
Chief Economist
Tempus
 
Eric Muhlheim
Chief Financial Officer
BuzzFeed

Kristen Parsons 
Regional Commercial Banking Executive
HSBC

12:05pm - 12:25pm
Networking Break
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:

Prakash Dheeriya
Professor, Finance
California State University, Dominguez Hills

Panelists:
 
James Delaney
Chief Financial Officer
Worldwide Environmental Products
 
Wendy Morgan
Chief Financial Officer
Cacique

Nathan Schlatter
Director of Finance
Chrome River Technologies

1:10pm - 2:10pm
Lunch
2:10pm - 2:55pm
Panel: Finance - Driving Value Creation in an Age of Disruption

Session topics include but are not limited to:

  • What key factors are driving disruption in today’s financial landscape?  
  • How has technology & innovation allowed finance leaders to extend their influence beyond core corporate functions and ultimately drive value creation?
  • How are you leveraging business intelligence and advanced analytics to become more agile in the finance function? Discuss challenges & successes in implementation.
  • 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?
  • Can you share how your team is working to deliver forward-looking, predictive insights that help shape business strategy?

Moderator:

Dean Ditto
Vice President, Corporate Controller 
OSI Systems

Panelists:
 
Brandon Barksdale
Senior Manager
CohnReznick
 
John DiLazzaro
Chief Financial Officer
Innovative Dining Group
 
Lina O'Connor
Chief Financial Officer
Tender Greens
 
Demir Vangelov
Chief Financial Officer
Soylent

2:55pm - 3:30pm
Roundtable Discussion: Today's Data-Driven Finance Function

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 today’s finance function role evolved to incorporate data analytics into decision making? 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 data & analytics in finance? What are some of the unintended benefits and challenges that you’ve encountered?
  • What skills need to be emphasized to increase data literacy among finance executives, both current and future?
  • How are you balancing insights derived from data with intuition?
  • How has the shifting demographics of teams played a role in the incorporation of data into the finance function?

Natalie McKenzie
Controller, Shasta Regional Medical Center
Former Chief Financial Officer, Simpson University

3:30pm - 4:05pm
HR & the Modern Finance Function
  • 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.

Troy Achong
Senior Vice President, Change Effectiveness
21st Century Fox

and

Anaïs Lempereur
Vice President, Finance
sweetgreen

4:05pm- 4:20pm
Wrap Up & Closing Remarks

Dean Ditto
Vice President, Corporate Controller 
OSI Systems

4:20pm - 5:20pm
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

  • Panel & App Partner

  • Panel & App Partner

  • Panel Partner

  • Panel 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.