Chief Financial Officer


Apr 22, 2020


The Argyle Group presents the FINANCE LEADERSHIP FORUM – New York event, an intimate gathering for finance executives in search of peer to peer discussions and deep-dive examinations into the challenges facing you today:

  • Economic volatility
  • Technological transformation
  • Talent scarcity
  • 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
  • Breaking down organizational silos for new levels of efficiency and effectiveness

The FINANCE 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


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

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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Who Should Attend


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Kenny Cheung

Kenny Cheung

Chief of Procurement

World Bank Group

Thomas Fisher

Thomas Fisher

Partner, Global Finance Transformation Practice Leader


Daniel Perez

Daniel Perez

Director, Treasury

Horizon Blue Cross Blue Shield of New Jersey

Edward Richards

Edward Richards

Vice President, Corporate Business Development

Lubrizol Corp.


Download Agenda
7:45am - 8:45am
8:45am - 8:55am
8:55am - 9:30am
KEYNOTE PRESENTATION: Beyond the Numbers: The ABC's of a Future-Proof CFO

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. 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. In this session we will explore the ABC’s of a future-state CFO and make sure you’re building the foundations for a future beyond the numbers.

Topics of discussion will include, yet will not be limited to:

  • Various financial systems’ roadmaps
  • Embracing the regulatory & compliance world
  • Securing finance, as an integral seat at the table
  • Employee engagement, as a business imperative and necessity
9:30am - 10:00am
Table Talks
10:00am - 10:20am
THOUGHT LEADERSHIP - featuring Givewith

Attend this session to learn more about the various technical applications that can offer your organization an added social impact to any business transaction.

Hosted by Givewith

10:20am - 10:50am
Networking Break
10:50am - 11:35am
PANEL DISCUSSION: The Future of Finance - Disrupting the Finance Function

The role of today’s CFO extends well beyond the traditional finance function. CFOs should play an active and vital role in leading an innovative culture.  With that in mind, in this session, we will discuss how you can have a strong impact on driving innovation within your organization, as well as hear real-life examples of how this has been put into action.

Attend this session to learn more about:

  • Investments in technology that are being made to improve operational performance
  • 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 to best utilize Intelligent Automation (AI, ML, RPA, etc.) technologies to efficiently define competitive advantage and overcome business challenges
  • Harnessing the power of data analytics, as an effective business intelligence tool and resource
11:35am - 11:55am

Attend this session to learn more about the various technical applications that can expand the scope of finance transformation within your organization.

Hosted by AppZen

11:55pm - 12:15pm
Networking Break
12:15pm - 1:00pm
PANEL DISCUSSION: Emphasizing Human Capital in Finance for Long-Term Success

In today’s very competitive job market, securing and retaining top finance talent can be a never-ending challenge.  However, rest assure, as you’re not alone with respect to this talent pain point.  That said, in this session, we will discuss the challenges & trends a variety of organizations are facing in identifying, securing, & mentoring talent. Along with best practices for promoting diversity in the finance function and aligning with the HR function to build & maintain the right team.

Session topics include, but are not limited to:

  • Effective strategies to attract new talent to the finance function, especially Millennials and Gen Z
  • Skills and traits finance leaders seek in identifying and cultivating a modern finance talent pipeline
  • Best practices for evaluating a finance team’s capabilities and strengths – and how to identify and optimize opportunities for further training and development
1:00pm - 2:00pm
2:00pm - 2:45pm
ROUNDTABLE DISCUSSION: Finance Transformation in the Digital Age

An ‘outside-in’ digital transformation focus that has long dominated CFOs’ attention is giving way to an ‘inside-out’ transformational focus on redesigning more intelligent workflows and processes knitted together through the power of exponential technologies and fresh combinations of data.

This roundtable discussion will explore how today’s successful enterprises are first identifying differentiating and value-creating workflows in the Finance space and then reimagining them using exponential technologies across the people, processes and data framework.

Attend this session to learn:

  • How organizations are reinventing workflows to function less like an enterprise’s backbone and more like its nervous system
  • How these workflows are the building blocks to expose new value pools across the enterprise
  • The role data as well as AI and multiple other exponential technologies play as enterprises shift from experimentation to scale and impact

Thomas Fisher
Partner, Global Finance Transformation Practice Leader

2:45pm - 3:20pm
FIRESIDE CHAT: Navigating the Modern-Day Deal in Today's Changing

Hear from finance executives on their experiences and best practices for identifying, sourcing, analyzing and executing the best deals in the marketplace.

By attending this engaging session, your takeaways will include, but will not be limited to:

  • The impact of economic & political conditions on deal activity and valuations – and how to optimize processes
  • How to effectively access prior acquisitions to predict risk and returns on new acquisitions that are completely different?
  • Strategies your organization can utilize to grow and expedite business after closing
3:20pm - 3:55pm
KEYNOTE PRESENTATION: The Role of Corporate Business Development for Identifying & Creating M&A Opportunities

Corporate business development is a strategic framework used to identify, define, analyze and prioritize a list of relevant acquisition target opportunities.  As you’re very aware of, the purpose is to strengthen the competitive position of the company and accelerate its growth through a proactive, calculated acquisition strategy.

Attend this insightful session to learn more about:

  • Deal identification, sourcing, analysis and execution
  • Best practices for deal flow productivity
  • Expanding options for dealmaker effectiveness
3:55pm - 4:00pm
4:00pm - 5:00pm


This event will feature insights from top executives, including

  • Media Partner

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight & App Partner

  • Roundtable Discussion Partner

  • Breakout Session Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

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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.