Chief Financial Officer

1 Day Meeting

CHIEF FINANCIAL OFFICER LEADERSHIP FORUM - San Francisco

Feb 13, 2020

Overview

The Argyle Group presents the CFO LEADERSHIP FORUM – San Francisco event, an intimate gathering for CFOs in search of peer to peer discussions and deep-dive examinations into the challenges facing you today:

  • economic volatility, 
  • technological transformation, 
  • talent scarcity, and 
  • reputational and political risks.

As finance chiefs you must steer the organization through sometimes treacherous waters, you also need to be focused on future growth opportunities for the business. 

Today, that means two things:

  • Taking advantage of the power of technology— deploying artificial intelligence, machine learning, and robotic process automation tools — to increase productivity and identify profitable investments, and
  • Breaking down organizational silosfor new levels of efficiency and effectiveness.

The CFO LEADERSHIP FORUM will explore the issues that you and your organization face today:

  • Leveraging intelligent automation for greater efficiency
  • Advocating for and executing on a shift to data-driven decision-making
  • Developing a plan to navigate economic volatility and market-based shocks
  • Preparing an organization to adapt to and thrive amid regulatory upheaval
  • Building and financing digital business models in response to disruptive competition
  • Developing the strategic human capital skills needed for success

Why attend the CFO LEADERSHIP FORUM?

We understand how valuable your time is.  That’s why every Argyle Forum is thoroughly research-driven and explores these themes in intimate, conversational settings, allowing peers to learn from high-level discussions, and deep connections to be made. Every agenda is custom-tailored in collaboration with our Argyle Influencers and CFO Advisory Board with a specific goal in mind… to help you develop a competitive edge. 

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

 

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Who Should Attend

Speakers

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

Samyukt Bajaj

Samyukt Bajaj

Chief Operating Officer

Kaiser Permanente

Andrew Birnbaum

Andrew Birnbaum

Head of Solution Engineering - West

Celonis

Michelle DeBella

Michelle DeBella

VP Finance Strategy

Lyft

Timothy Gould

Timothy Gould

Vice President Of Finance And Operations/CFO

Make-A-Wish Foundation of Alaska and Washington

Walter Harris

Walter Harris

Senior Vice President for Administration and Finance- COO

Kaiser Permanente School of Medicine

Azra Jabeen

Azra Jabeen

Vice President, Finance

Hewlett Packard Enterprise

Subodh Karnad

Subodh Karnad

Chief Financial Officer

OYO

Kerman Lau

Kerman Lau

VP, Finance

Adaptive Insights

Rob Pickering

Rob Pickering

Principal Executive Consultant

ServiceNow

Vincent Ryan

Vincent Ryan

Editor-in-Chief

CFO Magazine and CFO.com

Michael Schiebel

Michael Schiebel

Chief Financial Officer

Allianz Technology of America, Inc.

Tajel Shah

Tajel Shah

Chief Assistant Treasurer

City & County of San Francisco

Mark Sychay

Mark Sychay

Vice President Finance

TechStyle Fashion Group

Akanksha Manik Talya

Akanksha Manik Talya

Vice President, Cross-Portfolio Product Management

GE Digital

Jesse Todd

Jesse Todd

Digital Transformation Lead

Microsoft

Lyndsey Wheeler

Lyndsey Wheeler

Head of Accounting and Tax (A&T) for the Americas

TMF Group

Jackie Zou

Jackie Zou

Global Director, Strategy & Finance

Western Digital

Agenda

Download Agenda
7:45am - 8:45am
Breakfast
8:45am - 8:50am
Opening Remarks by Argyle Host
8:50am - 9:25am
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.

9:25am - 9:55am
Table Talks
9:55am - 10:15am
THOUGHT LEADERSHIP: 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.

Jesse Todd
Digital Transformation Lead
Microsoft

10:15am - 10:45am
Networking Break
10:45am - 11:05am
THOUGHT LEADERSHIP: How Reinventing the Finance Close Delivers Successful Employee Experiences

Join Rob Pickering as he reveals how reinventing the finance close has transformed finance operations at ServiceNow. Come 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.

Rob Pickering
Principal Executive Consultant
ServiceNow

11:05am - 11:50am
PANEL DISCUSSION: The Future of Finance - Disrupting the Finance Function
  • What impact has the digital revolution made to your organization’s finance department?
  • What decisions and investments in technology are being made to improve operational performance?
  • In what ways has the implementation of new technologies allowed you to reduce cost, increase ROI, gain a competitive advantage, and drive change in business processes?
  • How are you utilizing technology to efficiently define competitive advantage and overcome business challenges? Where is data analytics coming into play?
  • Where does automation come into play? How have we seen tools such as automation, AI, machine learning challenge the role of the finance executive? Have you implemented any of these tools and what were some pitfalls encountered when first implementing this technology?
  • What are some closing key takeaways you have for other leading executives on how to successfully adopt and implement the future of innovation and technology into their roadmap? What does the next 5-10 years look like for your innovation strategy and roadmap?

Panel Moderator:

Samyukt Bajaj
Chief Operating Officer
Kaiser Permanente

Panelists:

Subodh Karnad
Chief Financial Officer
OYO

Mark Sychay
Vice President Finance
TechStyle Fashion Group

Michael Schiebel
Chief Financial Officer
Allianz Technology of America, Inc.

Lyndsey Wheeler
Head of Accounting and Tax (A&T) for the Americas
TMF Group

11:50am - 12:10pm
Networking Break
12:10pm - 12:55pm
ROUNDTABLE DISCUSSION: Finance Function of 2020: Strategic Execution in the Era of Data-Driven CFO

The modern CFO is expected to be a data steward –evaluating a myriad of solutions, is expected to deliver increasing strategic value, and must maintain the core values of the finance function. In this session, we will explore which types of solutions CFOs view having the most ROI, how to best optimize internal resources, and execution on an expedited pace. 

12:55pm - 1:15pm
THOUGHT LEADERSHIP: Agile CFOs: Planning for What's Next

In today’s business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data into a single source, leading CFOs are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. This session will highlight the critical changes that CFOs and finance leaders must make to deliver the business agility today’s organization’s need--or risk being left behind.

Key Takeaways:

  • How to create a culture of agility within your finance team
  • Transform your FP&A process to a continuous planning process that drives real-time business insights, so you can successfully plan for what’s next
  • Elevate the role of “what if” scenarios to both make and operationalize decisions faster, translating into a significant competitive advantage

Kerman Lau
VP, Finance
Adaptive Insights

1:15pm - 2:15pm
Lunch
2:15pm - 2:50pm
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.

Azra Jabeen
Vice President, Finance
Hewlett Packard Enterprise

Tajel Shah
Chief Assistant Treasurer
City & County of San Francisco

2:50pm - 3:10pm
THOUGHT LEADERSHIP: The Superfluid Enterprise: How Modern Finance Organizations Can Remove Friction and Accelerate Enterprise Performance

In a recent Deloitte survey, nearly half of respondents said their top goal was to create digital capability and modernize legacy systems. Yet, while Finance is well poised to drive these transformation efforts, only 5% of Finance leaders say that they’re seeing a substantial ROI from investments in digitization and automation. What’s the disconnect?

In this session, you’ll hear how organizations are using Celonis to level up their finance team’s digital capabilities, modernize their legacy systems (or simply - make it work better) and create streamlined processes that scale. 

Process mining is a transformative technology that helps finance organizations gain visibility into once-opaque processes, identify trends and patterns across systems, uncover optimization opportunities, and monitor for sustained success.

Andrew Birnbaum
Head of Solution Engineering - West
Celonis

3:10pm - 3:55pm
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 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?

Panel Moderator: 

Jackie Zou
Global Director, Strategy & Finance
Western Digital

Panelists:

Akanksha Manik Talya
Vice President, Cross-Portfolio Product Management
GE Digital

Timothy Gould
VP, Finance & Operations/CFO
Make-A-Wish® Alaska and Washington

Walter Harris
Senior Vice President for Administration and Finance- COO
Kaiser Permanente School of Medicine

3:55pm - 4:05pm
Closing Remarks by Argyle Host
4:05pm - 5:05pm
Closing Reception
*Schedule and timing is subject to change

Sponsors

This event will feature insights from top executives, including

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight & App Partner

  • Roundtable Discussion, Panel, & App Partner

  • Roundtable Discussion Partner

  • Panel & App Partner

  • Session Introduction 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.