Chief Financial Officer

1 Day Meeting

2019 Finance Leadership Forum:
the Evolving Role of the CFO

Dallas, TX - Oct 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

For inquiries as well as complaints concerning this event, you are welcome to send an email message to cpe@argyleforum.com

Argyle Executive Forum is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual events for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.

NASBA – Sponsor Number: 103072

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Who Should Attend

Speakers

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

Dave Rader

Dave Rader

Former EVP & CFO

Frito Lay & Chairman of the Board Sabra Dipping Company

Charlie Brown

Charlie Brown

Executive Vice President and CFO

Forterra Building Products

Wadie Habiby

Wadie Habiby

Head of Southwest Corporate Banking

HSBC

Amir Jafari

Amir Jafari

GM, Head of Finance BU

ServiceNow

Giovanna Koning

Giovanna Koning

Executive Vice President and CFO

TGI Friday's

Delores Lenzy-Jones

Delores Lenzy-Jones

CFO & Treasurer

CPS Energy

Matt Merritt

Matt Merritt

CFO

The Lynd Company

Robert Michlewicz

Robert Michlewicz

Chief Strategy Officer

Trintech

John Molnar

John Molnar

Head of Strategic Sales, Corporate Payment Solutions

CapitalOne

Katherine Motlagh

Katherine Motlagh

Chief Financial Officer, EMEA and Latin America

American Tower

Maria Murillo

Maria Murillo

Sr. Director of Finance

Microsoft

Candace Palmarozzi

Candace Palmarozzi

Vice President, CAO & Corporate Controller

Borden Dairy Company

Devina Rankin

Devina Rankin

Chief Financial Officer

Waste Management, Inc

Robert Rotondi

Robert Rotondi

Executive Vice President & Managing Director

HSBC Global Liquidity and Cash Management

David Schorlemer

David Schorlemer

SVP, CFO

Basic Energy Services

Amit Shroff

Amit Shroff

Vice President

Toyota Financial Services

Agenda

Download Agenda
7:45am - 8:45am
Breakfast
8:45am - 8:50am
Argyle Opening Remarks

Amit Shroff
Vice President
Toyota Financial Services

8:50am - 9:25 am
Keynote Presentation: "Beyond the Numbers: 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.

Amit Shroff
Vice President
Toyota Financial Services

9:25am - 9:55am
Table Talks

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.

9:55am - 10:15am
Thought Leadership Spotlight featuring Microsoft: "Modern Finance, Driving Digital Transformation in Microsoft Finance"

CFOs today have challenges that require modernizing the finance function, including too many manual processes, tools not adapted to new business models, not having one version of the truth, static reports and increased risk management. In this session we will discuss what we’ve done at Microsoft to Modernize Finance through digital transformation.

Maria Murillo
Sr. Director of Finance
Microsoft

10:15am - 10:40am
Networking Break
10:40am - 11:25am
Panel Discussion: "CFO Reimagined: Profiling the Future CFO"

The modern CFO is tasked with being more strategic and possess high emotional intelligence to lead transformation across the finance organization.
Join us to discuss how an evolving technology landscape and competitive talent market is changing the role of the CFO. For aspiring CFO’s, hear what skill sets and traits are needed for 2020 and beyond. Hear what senior finance executives are doing to close the development gap to ensure a smooth transition into succession management. 

Session topics include, but are not limited to:

  • EQ and IQ traits of the Future CFO
  • Traits of a successful financial leader in the new age: Strategic and technical skills
  • Harnessing the power of data to drive impactful change
  • CFO as catalyst and strategist for change

Moderator:

Charlie Brown
Executive Vice President and CFO
Forterra Building Products

Panelists:

Delores Lenzy-Jones
CFO & Treasurer
CPS Energy

Robert Michlewicz
Chief Strategy Officer
Trintech

David Rader
Former EVP & CFO
Frito Lay & Chairman of the Board Sabra Dipping Company

Devina Rankin
Chief Financial Officer
Waste Management, Inc

11:25am - 11:45am
Thought Leadership Spotlight featuring ServiceNow: "How Reinventing the Finance Close Delivers Successful Employee Experiences"

Join Amir Jafari as he reveals how reinventing the finance close has transformed finance operations at ServiceNow.  As the former Corporate Controller at ServiceNow, learn how he was able to leverage a digital workflow technology platform to improve not only business processes but also to restore balance between an accountant’s work and home life for a better professional experience.

Amir Jafari
GM, Head of Finance BU
ServiceNow

11:45am - 12:00pm
Networking Coffee Break
12:00pm - 12:45pm
Panel Discussion: "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:

Amit Shroff
Vice President
Toyota Financial Services

Panelists:

Matt Merritt
CFO
The Lynd Company

Katherine Motlagh
CFO, EMEA and Latin America
American Tower

Robert Rotondi
Executive Vice President & Managing Director
HSBC Global Liquidity and Cash Management

12:45pm - 1:05pm
Thought Leadership Spotlight featuring CapitalOne: "Innovations & Emerging Payment Technology"

John Molnar
Head of Strategic Sales, Corporate Payment Solutions
CapitalOne

1:05pm - 2:05pm
Lunch
2:05pm - 2:50pm
Roundtable Discussion: "Driving Innovation: the Changing Role of the CFO"

Wadie Habiby
Head of Southwest Corporate Banking
HSBC

2:50pm - 3:15pm
Keynote Presentation: "The Evolving Role of the CFO and the Role & Value of Enhancing Organizational Agility"
  • An example of priorities of an organization undergoing significant change
  • How and why enhancing organizational agility is important and the role of the CFO
  • Conventional CFO Duties vs. New CFO Expectations
  • Before and after delivering value to the enterprise
  • How to facilitate change within a complex organization across functional lines
  • Transformation is not always complex but requires courage to question the status quo

David Schorlemer
SVP & CFO
Basic Energy Services

3:15pm - 3:55pm
Fireside Chat: "Breaking the Glass Ceiling: Women in Leadership"

Hear from female Finance executives on their experience in leadership and what the barriers are for women seeking to break the glass ceiling.

Moderator:

Katherine Motlagh
CFO, EMEA and Latin America
American Tower

Participants:

Giovanna Koning
Executive Vice President and Chief Financial Officer
TGI Friday's

Candace Palmarozzi
Vice President, Chief Accounting Officer and Corporate Controller
Borden Dairy Company

3:55pm - 4:00pm
Argyle Closing Remarks

Katherine Motlagh
Chief Financial Officer, EMEA and Latin America
American Tower

4:00pm - 5:00pm
Closing Reception

Sponsors

This event will feature insights from top executives, including

  • Media Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight & App Partner

  • Roundtable Discussion, Panel, & App Partner

  • Panel & App Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Supporter Partner

Interested in sponsoring an event?

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

Sponsorship Information

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.