Argyle Digital: Finance Leadership Forum 2020
June 04, 2020


The pandemic is reshaping the global economy. 

As finance leaders, you’ve had to steer your organization through unprecedented turmoil — while continuing to focus on future growth opportunities.

How have you and your organization adapted to COVID-19’s impact?  

We want to meet you where you are in the midst of this crisis and help your organization keep moving forward.

That’s why we’ve gathered pioneers in the industry who have the experience, judgment, and leadership to help your company move forward with greater promise.

The goal of the new Argyle Digital Finance Leadership Forum is to provide CFOs and senior-level finance executives with deep-dive examinations into the challenges you’re facing today:

  • Economic volatility and repair, post-coronavirus
  • Technological transformation
  • Reputation and political risks

Plus, the sessions led by some of the world’s top finance executives will explore:

  • Recovery from the financial aftermath of the coronavirus
  • 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
  • Leveraging intelligent automation for greater efficiency

We’re also building in more time for discussion, Q&A and virtual networking during and after the digital forum.

Join Us at this Event


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Who Should Attend

Executives, aspiring executives, CFOs, Accounting Leaders, Corporate Controllers, and other driven professionals working in:

  • Accounting
  • Financial Planning & Analysis
  • Finance Transformation
  • Shared Services
  • Structures & Processes
  • Corporate Strategy
  • Budgeting











10:30 AM - 10:35 AM ET

Argyle Opening Remarks

10:35 AM - 11:05 AM ET

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.  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 deal-maker effectiveness

Edward P. Richards, Jr.Vice President, Corporate Business Development The Lubrizol Corporation

11:10 AM - 11:55 AM ET

FIRESIDE CHAT: Finance Transformation in the Digital Age – featuring IBM

In times of uncertainty and beyond, CFOs are being challenged to digitize finance. This need to reinvent is a journey on which many CFOs are travelling, embracing the challenges and the opportunities offered by today’s technologies. Finance leaders are playing instrumental roles in this ‘inside-out’ revolution of reinvention in order to achieve cost clarity, efficiently develop new business architectures, and reinvent finance processes by re-engineering cognitive-fueled workflows. Redesigning more intelligent workflows and processes is knitted together through the power of exponential technologies (including AI, advanced analytics, automaton, blockchain, IoT, etc.) and fresh combinations of data.

This chat will explore how today’s enterprises are radically changing both how work gets done and how new value is realized. Finance leaders are identifying differentiating and value-creating workflows and then reimagining them using exponential technologies across the people, processes and data framework.

In this fireside chat we will discuss:

  • How CFOs in the most successful enterprises are realizing the strategic value of data to achieve material improvements in performance
  • Examples of how CFOs are using data as a strategic asset to deliver deeply nuanced, individualized experiences powered by sophisticated, intelligent operations will be shared

Hosted by: IBM

Thomas FisherGlobal Finance Transformation Practice LeaderIBM

Roxi Wen, CFAChief Financial Officer Mozilla

12 PM - 12:30 PM ET

KEYNOTE PRESENTATION: Current Crisis and Beyond: Digital Acceleration

All companies across the globe are navigating through the Coronavirus pandemic, causing everyone to navigate the digital landscape in ways they have never attempted.  If we’re all in this together, why is it some companies are adapting to this new digital landscape better than others?  What differentiates the successful companies? How will this digital acceleration affect the future of the workplace?

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

  • How digital maturity is differentiating successful companies from those that are struggling
  • Embracing a more remote future and its possible impacts
  • How using digital acceleration brings value to its customers

Amit P. ShroffVice-PresidentToyota Financial Services

12:35 PM - 1:25 PM ET

PANEL DISCUSSION: Future of Finance - Disrupting the Finance Function

The role of today’s CFO extends well beyond the traditional finance function. CFOs 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

Join this session for the opportunity to earn 1 CPE credit! 


Joe FleischerEditorial Director, Finance ChannelArgyle Group


Daniel Perez, CTPDirector, Treasury Horizon Blue Cross Blue Shield of New Jersey

Roxi Wen, CFAChief Financial Officer Mozilla

Steven SoterSenior Director of Product Marketing & Accounting Industry PrincipalWorkiva

Jim GahaganPrincipal Solutions Marketing Manager, Financial ServicesWorkday

2:35 PM - 3:25 PM ET

PANEL DISCUSSION: Sustaining Company Culture During Global Crisis

As organizations around the globe go through, or have gone through, drastic changes in their company and how they conduct business, sustaining and nurturing a company’s culture becomes very difficult.  But losing the culture that brought the organization success could directly impact the quality of talent within your organization, which must be addressed by every functional area of an organization, including finance.

This session will cover:

  • How to create and retain company culture and a feeling of togetherness
  • How to help employees balance work (and maybe still working from home) and life during periods of high stress and global crisis
  • Evolving the policies and practices to allow for greater workplace flexibility and better management of remote workers

Join this session for the opportunity to earn 1 CPE credit! 


Joe FleischerEditorial Director, Finance ChannelArgyle Group


Heidi B. Bacote, MBAAssociate, Civil Commercial Group, Consulting and Mission Operations (Atlanta)Booz Allen Hamilton, Inc.

Larry BittonVice President of FinanceNihon Kohden America

Tabrez MalikCFO Engineered & Product Solutions, Critical PowerABB

Ben MarzoukExecutive Director of FinanceAbbVie

3:30 PM - 4:15 PM ET

FIRESIDE CHAT: Leadership as the World Goes Online

As the global pandemic takes the nation by storm, organizations are forced to pivot their business and embrace a new “normal”. The responsibilities of a CFO begin to grow, and it becomes crucial to bridge all c-level roles within an organization, especially during a time of crisis. Online workforces and online education have become standards for employees and students with a return to in-person normality a distant thought.

In this session, topics of discussion will include:

  • CFO Responsibilities including strategy, risk management, compliance, and operations
  • How to stay positive, productive, and healthy both physically and mentally during the transition to the new normality
  • Stanford University Aluminums Women Circle

P. Y. Nicole ChangChief Executive Officer & PresidentCF Global Enterprises, Inc.

Lyndsey Zhang, MBAFounder & Chief Executive OfficerBoardroom&Beyond

4:10 PM - 4:15 PM ET

Closing Remarks


This event will feature insights from top executives, including

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