CFO Live: FP&A Leadership Forum 2020 - Argyle Executive Forum Events


At a time when many businesses continue to focus on survival, finance executives are demonstrating their leadership by dedicating their attention to planning and analysis in order to prepare their companies for the future.

Financial planning and analysis (FP&A), which originated as a subset of finance, is rapidly evolving into a strategic approach to harmonizing financial and nonfinancial measures of performance throughout an entire company.

Finance executives, and the teams they lead, are emerging as indispensable sources of analytical expertise their companies rely on to inform both short- and long-term decisions.

In fact, the latest changes in the business environment have shown how the role of FP&A has become critical to organizational success.

By attending the CFO Live: FP&A Leadership Forum, you will learn:

  • How the role of FP&A is evolving beyond the role of a traditional finance function,
  • What types of skills finance leaders require to broaden the purview of FP&A to support companies’ strategic decisions,
  • What technological advances in FP&A enable companies to adapt quickly in an increasingly unpredictable business environment, and
  • How finance leaders establish and enable their companies to sustain centers of excellence in planning and analysis.

Join Us at This Event












10:55 AM - 11 AM ET

Argyle Opening Remarks

11 AM - 11:50 AM ET

PANEL DISCUSSION: From Panic to Preparation: What Finance Leaders Need to Know about Scenario Planning *CPE Eligible*

Before the pandemic, many companies relied on traditional approaches to budgeting that presumed that past performance would foretell future results. The pandemic has brought about unforeseen circumstances with such frequency that finance leaders continually have to shorten time horizons for planning from months to weeks and even days. During this session, we will explore how finance executives can lead their companies’ efforts to plan for a wide range of scenarios, including those their companies have not experienced but still have to be ready for. By attending this session, you will learn how to:

  • Determine which types of scenarios to plan for.
  • Develop effective responses to the scenarios for which your company is preparing.
  • Equip your company to anticipate a variety of potential outcomes, both positive and negative, before they occur.


Joe FleischerEditorial Director, Finance ChannelArgyle Group


Kinnari DesaiVice President of FinanceWorkday

Ashish Gandhi Chief Financial Officer & TreasurerOFS, A Furukawa Company

Philip PeckVice President, Advisory Services and Finance Transformation PracticePeloton Consulting Group

11:55 AM - 12:25 PM ET


Agile Scenario Planning and Intelligent Forecasting for Finance Future Readiness

Perpetual disruption and uncertainty are increasing the pace at which finance leaders must change course, reforecast, evaluate multiple scenarios, and make critical decisions for the health of the organization. This reality is significantly contributing to the drive to create a future ready state for the business—a future that requires agility, resiliency, and adaptability. Join us to learn about applying predictive rolling forecasting and deploying continuous agile scenario planning to drive performance.

Sara Baxter Orr, CPA & MBAGrowth CFO, Finance & Operations LeadershipAnaplan

12:30 PM - 1:20 PM ET

PANEL DISCUSSION: How to Create and Sustain an FP&A Team for the Future *CPE Eligible*

Does your company define financial planning and analysis (FP&A) only as a department within finance? If so, then your company is not generating as much value as it can from FP&A. Companies typically circumscribe FP&A within the finance function, which traditionally has focused on financial metrics in isolation. If FP&A teams confine their analysis to individual spreadsheets that are inaccessible beyond the computers on which they reside, then companies lack visibility not only into financial performance but also what they need to achieve from an operational perspective to fulfill their goals. By attending this session, you will learn:

  • How companies have traditionally understood the function of FP&A.
  • What finance leaders will expect from FP&A teams in terms of resources, skills, training, and collaboration with other areas of their companies.
  • How finance leaders can partner with other executives, including those in human resources, IT, and procurement, to ensure they hire and develop FP&A teams with the capabilities their companies will require for the future.


Bryon BonafedeVice President, FP&AABM Industries

Stephen ElliottDirector, Enterprise Performance ManagementThe Hackett Group

Eli LindesManager, ERP, EPM, and Analytics Transformation PracticeThe Hackett Group

1:25 PM - 1:55 PM ET


Adapting to change in today’s dynamic business environment requires a finance digital transformation

If we’ve learned anything this year, it’s that the status quo is broken. But financial transformation doesn’t have to be as hard as you might think. Hear from the Workiva team as they discuss how digitizing FP&A is part of the finance transformation and how it will change the roles of people, processes, technology, and data to generate more time in analysis and decision support.

During this session we will discuss:

  • The needs and benefits of a finance digital transformation.
  • How to drive a culture focused on finance digital transformation.
  • How to start a finance digital transformation.

Dominick Fatibene Senior Product Marketing Manager Workiva

Josh GertschDirector of Product Marketing and Accounting Industry Principal Workiva

2 PM - 2:50 PM ET

PANEL DISCUSSION: How to Chart Your Company's Course from FP&A to xP&A *CPE Eligible*

Given their ability to analyze and develop plans based on their understanding of financial data, finance leaders provide expertise that is that vital for enabling their companies to navigate the headwinds of the pandemic. In so doing, finance leaders need to enable their companies to extend the disciplines of planning and analysis beyond finance. During this session, we will define extended planning and analysis (xP&A), and you will learn how finance leaders:

  • Harmonize financial and nonfinancial indicators of performance to better inform their companies’ decisions.
  • Apply technological advances to achieve greater visibility into future performance while identifying opportunities to improve it.
  • Establish and reinforce best practices in xP&A.


Simon EdwardsChief Financial OfficerServiceMax

Gregory Panik VP, FP&A Operations – InternationalCTDI

Greg Wilson Senior Solution Advisory Consultant Jedox

2:55 PM - 3:25 PM ET


The Evolving Role of FP&A and How Finance Leaders Can Build Centers of Excellence in Planning and Analysis

Strategy and value creation are now at the forefront for finance leaders as the organization turns to them to drive a strategic approach to harmonizing financial and nonfinancial performance measures to inform both short- and long-term decisions.

It is essential for finance leaders to closely monitor financial and operational data for planning and analysis, and to create a reliable plan for business continuity during times of uncertainty. By leveraging the right technology, companies can swiftly stay on course and develop centers of excellence in planning and analysis to manage the disruption challenges to come.

In this session we will discuss:

  • Trends driving the evolution of the Office of Finance.
  • Approaches that enable companies to adapt quickly in an increasingly unpredictable business environment.
  • C-level strategies and business models to build and sustain centers of excellence in planning and analysis.

Rob Honens Client Engagement Executive CCH Tagetik

Anton NiculescuManaging Partner Spoke Global

3:30 PM - 4:20 PM ET

PANEL DISCUSSION: A Finance Leader's Guide to Shared Services *CPE Eligible*

Despite their efforts in response to the pandemic to improve their visibility into and control over their financial health and operational viability, many businesses continue to encounter the dual challenges of long-entrenched silos and shrinking resources. Can implementing a shared services model enable your company to overcome these challenges? By attending this session, you will learn:

  • What finance leaders need to know about adopting centralized shared services models to encompass not only finance but also planning and analysis.
  • How finance leaders determine what other areas of their companies lend themselves to shared services models.
  • Which types of performance criteria finance leaders should focus on to measure and maintain the success of these models.


Nick McKeehanManaging DirectorProtiviti

4:25 PM - 4:30 PM ET

Argyle Closing Remarks

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 4

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

Argyle Executive Forum is registered with the National Association of State Boards of Accounting (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: