CFO Live Virtual 2020 November - Grab Your Ticket Now!
November 04 - 05, 2020



CFO Live Virtual

Forward Look at the Virtual CFO

November 4 & 5, 2020

Chief Financial Officers are under greater pressure and taking on more responsibilities than ever before. CFO Live is produced by the world’s leading finance publication for finance executives – CFO Magazine.  We are proud to announce our newest installment in our conference series designed for the needs of strategic Chief Financial Officers and finance executives.

This two-day event will cover topics critical to CFOs and other finance executives who are playing increasingly strategic roles in the organization. Vital points of conversation will include building operational resilience in uncertain times, cash flow opportunities and accounting considerations, how IT and finance leaders are working together to innovate, and leveraging AI to improve business resiliency in the finance back office. The virtual conference takes place November 4-5.



Forward Look at the Virtual CFO

CFO magazine and, the world’s leading finance publication for finance executives, designed CFO Live for the needs of strategic Chief Financial Officers and finance executive.

CFO Live Virtual brings together Chief Financial Officers, VPs of Finance, and financial executives to enable them to be catalysts of change in their organization.

The conference will extend the magazine’s unique voice into the virtual arena, allowing attendees to make the content theirs and contribute their voice to critical and controversial topics, tools, and technologies that are revolutionizing finance.

The two day event is made up of thought-provoking talks and actionable insights from senior finance leaders who are redefining the role of the CFO.

Financial Leadership

Insights from top Economists & forward-thinking CFOs and valuable connections with fellow senior finance executives

AI, Data & Technology Transformation

How to implement Artificial Intelligence strategies, including robotic process automation in your finance team

Future of Finance Networking

Take part in conversations covering the future of FP&A, Cyber Security, Treasury and Financial Control

Up to 6 CPE Credits Available at CFO Live

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: Transfers only – contact The Argyle Group for more information
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:











11 AM - 12 PM ET

KEYNOTES ADDRESS featuring Andy Buckley

Abstract coming soon!

Andy BuckleyEntertainment Speaker, CFO of Dunder Mifflin on NBC's "The Office", Event Emcee, and Senior Financial Advisor (In real life)

12:05 PM - 12:35 PM ET

THOUGHT LEADERSHIP: Agile Finance Unleashed: New Operating Model for Digital Finance Leaders

Digital disruption is making current business models obsolete and finance organizations have no option but to leverage technology and data in order to transform or become a casualty. The finance function faces unprecedented challenges and must drive its own transformation agenda to adopt a new business model and help drive business transformation. Join this session with Kimberly Ellison-Taylor, Executive Director of Finance Thought Leadership at Oracle and a past chairman of AICPA (American Institute of Certified Public Accountants) as she shares research and insights on the impact of technology on the finance function of the future and the imperative for organizations to adopt a new operating model for finance.

After this session, you will be able to:

  • Understand the key pillars of the new operating model for modern finance
  • Recognize the traits of an agile finance leader and see how finance can help support business agility and resilience through uncertain times

Hosted by: Oracle 

Kimberly Ellison-TaylorPast Chairman, Association of International CPAs and Executive Director, Finance Thought LeadershipOracle

12:40 PM - 1:30 PM ET

PANEL DISCUSSION: Payment Automation: Accelerating the Future of Payments

As the world goes digital, payment automation continues to advance by offering organizations a solution to make various types of electronic payments. The implementation of payment automation eliminates manual tasks and creates more effective processes which extends benefits to your organization. Benefits include increased visibility, reduced error, lower costs, and heightened fraud detection.

In this panel discussion, topics of discussion will include:

  • Implementing payment automation within your organization
  • Shortening lengthy processing cycles and improving efficiency
  • Removing manual tasks while increasing control over processes

1:30 PM - 1:45 PM ET

Afternoon Break

1:45 PM - 2:15 PM ET

THOUGHT LEADERSHIP: The Influential CFO: How CFOs Can Lead with Data and Drive Business Value Creation

The financial landscape continues to evolve, but with the right information, today’s CFO can extract a significant amount of enterprise value from data, gaining insights and positive results from more meaningful actions. In order to compete in today’s digital economy, CFOs must be able to effectively harness their data as an enterprise asset, derive insight from information, and create business value from their data.

This session will address:

  • How CFOs can lead with data to drive business value creation
  • A practical approach to becoming a data-empowered CFO
  • How to approach empowering your teams to drive more value
  • Real world examples of leveraging financial data for business value creation
  • Practical use cases of the latest tools and techniques
  • How to arm your FP&A teams with enhanced statistical modeling capability

Hosted by: RSM

Rich DavisPrincipal, CFO ServicesRSM US LLP

2:20 PM - 2:50 PM ET

PRESENTATION: The Customer Centric CFO

As organizations continue to navigate the new “normal”, customer centricity remains a priority. In order to understand how an organization is delivering on the customer experience, financial performance must be evaluated. CFOs and finance leaders can apply customer centric concepts to positively impact the overall health and viability of an organization.

This session will explore:

  • Understanding how CFOs can become more customer centric
  • Defining what customer centricity means for the finance function
  • Aligning financial performance with the customer experience

Dalmon ZapataChief Financial OfficerThe Walt Disney Company

2:55 PM - 3:25 PM ET

THOUGHT LEADERSHIP: The State of the CFO: Bullish and Building Back

CFOs were quick to cut in April to conserve cash. Now, they’re ready to get back to spending as usual–much more quickly than other leaders in their businesses. NetSuite’s Brainyard fall survey set out to determine how CFOs are spending their time and discover what other business leaders think of their CFO’s performance. During this session, NetSuite will explore key findings from the Brainyard Fall 2020 State of the CFO Survey. Join us as we explore the evolving role of CFOs and the finance department, and top priorities for 2021.

Some of the key findings that will be discussed include:

  • Consistent CFOs priorities: financial planning, bookkeeping, and reporting
  • Top 4 spending areas: IT, payroll, marketing, and sales.
  • The outlook for 2021 – we predict commercial real estate will not come back anytime soon.

Megan O’BrienFinance and Business Editor -BrainyardOracle NetSuite

Art WittmannContent Director - BrainyardOracle NetSuite

3:25 PM - 3:45 PM ET

Afternoon Break

3:45 PM - 4:15 PM ET

THOUGHT LEADERSHIP: Achieving Multi-Entity Nirvana: Standardizing Your Global Reporting Process Across Local Jurisdictions

Connecting your data, documents, and processes is just the first step in standardizing your global process across local jurisdictions. Hear best practices from  Workiva experts on how they helped practitioners to standardize their legal entity reporting, to meet existing and emerging regulations. Learn how to tackle new challenges head on, and leave with an understanding of what it takes to achieve multi-entity peace of mind and reporting nirvana.

After this session, you will be able to:

  • Identify how a common approach to parent and subsidiary accounting reduces accounting risk by improving consistency in group accounting
  • Explain how a standardized system of work delivers operational efficiency in financial statement preparation.
  • Develop a cross functional collaboration between tax, finance and accounting teams, and achieve increased trust and assurance in published financial statements

Hosted by: Workiva

4:20 PM - 5:10 PM ET

PANEL DISCUSSION: Scenario Planning During Changing Times

Everyone has been dealing with some type of change during the last 6 months, often at multiple times during a short period, which has meant a lot of decision-making. Scenario planning models help with this process, if they are completed timely and efficiently, with relevant factors taken into account.

During this interactive panel discussion, we will explore:

  • How businesses are using scenario planning models to better work through short-term challenges and plan for an unpredictable future
  • The discipline of scenario planning in theory and in practice, including practical advice on how to get organizational alignment


CB Bowman, MCEC, MBA, BCC, CMCFounder and CEO Association of Corporate Executive Coaches and MEECO Leadership Institute


Monica Vincent ProkockiSenior Director, Corporate Financial Planning & Analysis Edwards Lifesciences

Joseph FalcaoChief Financial Officer & TreasurerThrasio










11 AM - 11:35 AM ET

KEYNOTE PRESENTATION: CFO Leadership in the Age of COVID-19

The transformation of the CFO role is nothing new, however, COVID-19 has presented senior finance leaders with challenges that are accelerating the transformation with a new sense of urgency. So what does the role of the modern CFO look like, especially now?

During our opening keynote session Bob Kolodgy, Executive Vice President & Chief Financial Officer at Blue Cross Blue Shield Association will share his thoughts. Additional topics of discussion will include:

  • The skills and capabilities that Finance Teams need to succeed
  • CFO Leadership and how to build resiliency in uncertain times
  • Lessons learned since the start of the pandemic and how to apply them moving forward
  • Challenges and opportunities in health care for the year ahead and beyond

Bob KolodgyExecutive Vice President & Chief Financial OfficerBCBSA

11:35 AM - 12:25 PM ET

PANEL DISCUSSION: Future Look at 2021 - Diversity & Inclusion in Finance – Employing a Diverse Team

Now, more than ever, diversity and inclusion remain an integral part of an organization. A diverse workforce is beneficial for many reasons including increasing employee satisfaction, strengthening company culture, and elevating collaboration among leaders with different backgrounds. Organizations continue to work towards inclusion goals, and it is crucial for the finance function to approach hiring in a way that will heighten diversity efforts.

In this session, topics of discussion will include:

  • Promoting inclusion programs and implementing training on diversity
  • Understanding the impact D&I has on your organization
  • Developing metrics and measuring D&I initiatives


Jasmine PaulDeputy Chief Financial Officer United States Airforce


CB Bowman, MCEC, MBA, BCC, CMCFounder and CEO Association of Corporate Executive Coaches and MEECO Leadership Institute

Kenny CheungChief of Procurement The World Bank Group

Herma Maria LoraChief Financial Officer, LATAM Export Luxury BUCoty

Jeanette WadeChief Financial Officer Ascentria Care Alliance

12:30 PM - 1 PM ET


Abstract coming soon!

Hosted by: Microsoft

1:05 PM - 1:55 PM ET

PANEL DISCUSSION: Facing the Future - How to Up-Level your Finance Department with the Help of AI

Now, more than ever, there is an urgent need for finance and accounting teams to act with increased speed and accuracy to help their organizations remain agile and compete amid today’s disruption. In addition to acquiring, upskilling, and retaining top talent, many CFOs are leveraging automation and AI.

So, what does hiring and retaining finance talent look like as 2020 comes to a close and how is AI impacting how teams are structured, both today and in the future? In this panel, topics of discussion will include:

  • How technology is impacting talent management
  • Evaluating the strategies organizations used to pivot during a crisis
  • The skills and capabilities needed to succeed today
  • Transforming your finance back office to improve accuracy and accelerate decision making, especially during times of disruption and uncertainty
  • Overcoming the most manual back office processes to free up time for value-added activities


Sue CheungChief Financial OfficerQuickLogic Corporation


Juan D. GomezFinance Director Immunology Global Commercial Strategy/R&DJohnson & Johnson

Sridhar RamasubbuChief Financial Officer Brillio

Mark StagiVP of Customer SuccessAppZen

1:55 PM - 2:15 PM ET

Afternoon Break

2:15 PM - 2:45 PM ET

THOUGHT LEADERSHIP: Key Priorities for CFOs: Insights from Our Recent Global Survey of Over 1,000 CFOs & Finance Leaders

CFOs and finance leaders are leveraging hard-earned lessons from the worldwide pandemic to strengthen organizational agility and resilience.

In the midst of the pandemic, CFOs and finance leaders from a broad cross-section of public and private companies responded to our survey on their key priorities, the impact of COVID-19 on their organization, and staffing and resourcing, among other topics.

In this session, we’ll share data and insights on how finance executives are:

  • Adjusting to having a seat at the strategic table
  • Guiding the organization’s reporting and budgeting
  • Meeting the changing demands of internal customers
  • Managing their own finance teams

Hosted by: Protiviti

Chris WrightManaging DirectorProtiviti

2:50 PM - 3:20 PM ET

PRESENTATION: Finance and IT - Working Together to Innovate

Finance and IT leaders continue to innovate together and effectively implement emerging technologies. With a push to the digital landscape, new technologies are critical to implement but it is imperative to understand the financial costs. Finance and IT teams must work together to develop better processes to meet an organization’s need of effective and efficient innovation ambitions.

Join this session, which will address:

  • Calculating the value of technology transformations and new initiatives
  • Prioritizing investments within budgeting limits
  • Evolving roles of IT and Finance and strengthening cross-department relationships

Roxi Wen, CFAChief Financial Officer Mozilla

3:20 PM - 3:30 PM ET

Afternoon Break

3:30 PM - 4 PM ET

THOUGHT LEADERSHIP: Your Digital Transformation Strategy: A Key Part to Your Successful Future

Despite the momentary pause on business travel, industry experts anticipate companies will eventually return to the road. And when travel does resume, these trips will be essential to relationship-building and produce a high return on investment.

Corporate travel is critical to ensuring ongoing success and business recovery, which is why organizations cannot afford to leave it out of their digital transformation strategy.

Join this session to learn more about:

  • Business travel as a strategic growth tool
  • Actionable insights to apply to your business, including a framework for transformation success
  • Examples of how digitally transforming your travel program can help solve business challenges like ROI, predictability, and duty of care

Hosted by: Egencia

Clayton NelsonHead of Strategy and Business DevelopmentEgencia

4:05 PM - 4:55 PM ET

FIRESIDE CHAT: Cybersecurity – Prevention, Protection, & Preparation

Not only is the current global crisis grim due to health risks, there is also an increased risk for cyberattacks and hackers are having a field day. With a surge in remote-based work, hacking and phishing attacks are more prevalent and organizations must take the appropriate steps to protect their data. Finance teams must stay vigilant and implement security measures to prevent and combat cyber threats.

Join this fireside chat to learn:

  • Preparing for how your organization will respond to hacking, phishing, and cyber threats
  • Protecting confidential data, especially customer information
  • Navigating the new remote environment and properly training employees on best practices

Lee KrollAmericas Finance & Accounting Cognitive Process Services LeaderIBM Services

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