CFO Summit: Leading the Way to Growth & Profitability - Argyle Executive Forum Events
September 28 - 29, 2021

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2
Days
400+
Attendees
20+
Speakers

CFO Summit

Leading the Way to Growth & Profitability

September 28 – 29, 2021

As Q3 comes to a close, Chief Financial Officers (CFOs) and finance executives prepare for Q4 and the end of an unforgettable year. With most of the United States population vaccinated, businesses have reopened, and organizations are in the midst of a historic rebound. So, what are the top priorities for finance leaders as we approach the end of the year?

CFOs and their finance teams have proven to be resilient in the face of disruption and adapting to a “new normal” has been inevitable, yet crucial, to continued success. Finance executives have evolved greatly over the past two years, and these pioneers have remained agile in leading the way towards new efforts alongside their CEOs.

Looking ahead to the fast-approaching year of 2022, CFOs are optimistic about organizational growth and are at the forefront of new initiatives to ensure continued prosperity.

Join this two-day Argyle Digital CFO Summit, where finance leaders will share actionable insights and solutions including:

  • Increasing top-line growth through digital transformation investments
  • Rebuilding your finance team and reinforcing a positive company culture
  • Creating a “new normal” for your organization, including new business models
  • Emphasizing the value of Diversity, Equity, and Inclusion (DEI) within your organization
  • Focusing on growth to gain a competitive edge and increase profitability

Speakers

CFO & Inclusivity

Strengthening company culture, promoting D&I initiatives, and prioritizing finance teams

FP&A

Review data in real-time to strengthen the FP&A function for better planning and forecasting

Rebound & Recovery

Prepare for a rebound by prioritizing strategies, budgets, and investments

Agenda

 

1100

1200

1300

1400

1500

1600

1700

11 AM - 11:30 AM ET

KEYNOTE PRESENTATION

Abstract coming soon!

Christina SpadeExecutive Vice President & Chief Financial OfficerAMC Networks

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

12:10 PM - 1 PM ET

PANEL DISCUSSION: ESG & Finance – Measuring Your Organization’s Ecological Footprint

Environment, Social and Governance (ESG) reporting is top of mind for organizations, and finance leaders are tasked with measuring company performance. With an increased focus on corporate responsibility, CFOs and finance teams are able to link improved performance to new sustainability efforts. By harnessing these sustainability initiatives, finance executives have an opportunity to increase the overall value of their organization.

Join this panel discussion to learn how to:

  • Decrease costs by minimizing your ecological footprint
  • Allocate the proper resources to focus on ESG reporting
  • Understand risks and opportunities of ESG

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

1:35 PM - 2 PM ET

Afternoon Break

2 PM - 2:30 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

2:35 PM - 3:05 PM ET

KEYNOTE PRESENTATION

Abstract coming soon! 

Rachel Braverman LocknerVice President, Global Head of Process and Automation, FinanceMoody's Corporation

3:10 PM - 3:40 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

3:45 PM - 4:35 PM ET

PANEL DISCUSSION: Growth of FP&A – Establishing a Successful Forecasting Process

Financial planning and analysis (FP&A) has remained a critical function within finance, and it is imperative for CFOs to focus on FP&A to increase financial agility and preparedness. Resilient finance leaders are able to build forecasts from the bottom up and it is important to define a successful forecasting process that stimulates growth and profitability.

Join this panel discussion, which will address how to:

  • Become more agile by developing “what if” scenarios and making stronger predictions with advanced analytics
  • Improve FP&A and management reporting, including the implementation of new, automated processes
  • Identify key drivers for revenue & losses and the impact new or existing data has on both
 

1100

1200

1300

1400

1500

1600

1700

11 AM - 11:30 AM ET

KEYNOTE: Finance Transformation – Disrupting Traditional Processes

Finance transformation has been a top priority for CFOs for many years, but the events of 2020 forced these executives to embrace new technologies in a digital-first world with hardly any time to prepare. Although this may not have been an ideal situation, CFOs were forced to identify outdated operations that needed updating and how automating processes through AI, ML, or RPA could strengthen the finance function.

In this keynote presentation, you will discover:

  • How to identify the tools and technologies that complement one another and efficiently streamline finance processes
  • What automation, technology, or tools work best for your enterprise and how to maximize their effectiveness
  • Improve operations through new investments while promoting cost-effective technologies to strengthen and improve the finance function

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

12:10 PM - 1 PM ET

PANEL DISCUSSION: CFOs and the “New Normal” – Navigating a New Hybrid Workforce

As the year 2021 comes to close, CFOs and finance executives are still tasked with managing either a fully remote or hybrid finance team. By now, many organizations have determined what the future of work looks like and whether or not returning to the office full-time is in the cards for their employees. So, how do finance leaders manage a hybrid team and what procedures are essential for success?

In this panel discussion, you will learn:

  • How to ensure the proper tools are in place for successful and flexible remote work
  • Addressing the needs of employees, including wellbeing, and strengthening the culture of your finance team
  • The impact remote work has on finance, such as cost savings from minimized expenses, performance of the finance team, and data to back it up

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

1:35 PM - 2 PM ET

Afternoon Break

2 PM - 2:30 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

2:35 PM - 3:05 PM ET

KEYNOTE PRESENTATION

Abstract coming soon! 

Ricardo RodriguezRevenue Growth Management DirectorKellogg Company

3:10 PM - 3:40 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

3:45 PM - 4:35 PM ET

PANEL DISCUSSION: Finance in the Cloud – Navigating & Embracing One Environment

Over the last year and a half, organizations have embraced a digital-first way of working. The finance cloud market is anticipated to grow significantly over the next few years, which is expected to help streamline operations and move finance processes to the cloud. CFOs and finance leaders can benefit from keeping their finance data in one environment, allowing all team members access to share and collaborate.

Join this panel discussion which will address how to:

  • Create a single database for automating financial processes
  • Improve the customer experience through the cloud
  • Streamline and simplify operations

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Advisory Board

Sue Cheung is an audit committee financial expert and versatile leader in all areas of finance, accounting and tax. She is currently a CFO of a NASDAQ listed technology company, a board member to a nonprofit institution and a finance committee chair to a venture firm. Her 25+ years of work experience spans from manufacturing, semiconductor technology, AI software, to public accounting and venture capital. She has broad knowledge and experience in oversight of financial reporting, internal and external audit, risk management, capital financing and investor relations. She is well-versed in operational strategy while ensuring financial compliance. Sue is highly qualified to serve as an Audit Committee Chair on a Public Board. She is also well-suited to bring her public and private company CFO experience to the board of a pre-IPO company.


While serving as a CFO at QuickLogic (NASDAQ: QUIK), Sue led a strategic acquisition of an AI SaaS Company, which enabled the semiconductor company to provide end to end platform solutions.  For 13 years, she has served as a key business advisor to the board and the executive team, driving worldwide operational strategy by investing in core technology while reducing 30%+ operating expense.  Over the past five years, she completed $100+ million capital financing in the form of public offerings and private investments (PIPEs). With her extensive investor networks, Sue developed an outreach plan that increased institutional ownership by 3X in one year.


At Dell Sonicwall (NASDAQ: DELL), Sue led pre and post-acquisition integration in three M&A transactions in 12 months. She managed all external reporting and consolidations of 20+ international entities. While working at VeriFone (NASDAQ: PAY), she was a key contributor in the company’s IPO and subsequent secondary offerings.


Sue oversaw finance, operations, HR, legal, IT and facilities when she served as CFO and COO at Fortrend, a private semiconductor equipment company. She improved operational efficiency by implementing a new manufacturing process and a new ERP system. As head of Finance & Administration at eBest Mobile, an early stage startup in CRM, Sue secured $20M+ venture funds in Series A, scaled business and grew the team by 10X in 18 months. Both companies were successfully sold to large international acquirers.


Sue started her career as an auditor and a tax consultant at PriceWaterhouseCoopers (PwC). Over her five-year tenure, she served various public and IPO clients in industries from real estate, government, hospitality (Coopers&Lybrand in Miami), to technology, life science and manufacturing (PwC in San Jose).


Sue currently serves as a board member for the Association of Corporate Growth (ACG) and is a finance committee chair at Reaction, a venture capital and private equity firm. She is an active member of the CFO Council at Global Semiconductor Alliance (GSA). Every month, she co-leads Stanford GSB Women Circle in Peninsula. She is a member of Financial Executive International, AICPA and California Society of CPAs.


Sue earned a Ph.D. in Business Administration and a Master of Accounting from Florida International University. She completed the Stanford Executive Program in 2019 from Stanford Graduate School of Business. She is a California Certified Public Accountant (CPA).


Sue is bilingual in English and Mandarin Chinese.


Technology Driven, Transformational Leader, Innovative CFO, Globally Focused: As a forward-thinking CFO, I apply technology to create organizational efficiencies and to drive actionable insights. I lead and develop digitally empowered teams. In my role at Intercontinental Hotels Group, I oversee financial management and oversight of a $700M+ business budget partnering with Global Commercial and Technology Leadership (CCTO) to plan and deliver high priority programs.


Passionate about developing leaders at all levels both inside my organization and outside in the community. I sit on the Advisory Board of the CFO Network of Executive Women (NOW) and a Board member of the CFO Leadership Council.


Nayab Siddiqi is a Finance professional with over 25 years of experience that he gained while working at leadership positions for highly respected global organizations. His experience spans several industries including Payments, Technology, Investment Banking & Private Equity, Oil & Gas, Manufacturing and Professional Financial Services. He had the privilege of working in various parts of the world where he assumed key responsibilities and gained valuable insight into global business and financial environment. His global experience spans North America, Europe, Asia Pacific, Middle East, South East Asia and Africa. His key areas of expertise include Business and Financial Strategy, Corporate finance, and Financial Management.


Nayab is presently working as Chief Financial Officer and Head of Strategy for REZY360 Inc. a Silicon Valley based technology company that provides technology and services to the travel sector. He is also Managing Partner of ZAYNA Ventures which is a company providing Business Incubation, Business Acceleration and Global expansion services.


As Mozilla’s Chief Financial Officer, Roxi Wen is responsible for delivering on all aspects of the organization’s financial goals. She drives implementation of Mozilla’s strategic roadmap enabling the business to scale, and identify and capture revenue growth and new investment opportunities. She is responsible for directing capital allocation, and providing business analysis and performance results, as well as day-to-day management of the finance teams and their core functions including accounting, planning, financial reporting and compliance.


Prior to Mozilla, Roxi was Chief Financial Officer at Elo Touch Solutions. She brings to Mozilla experience across varying sectors from technology to healthcare to banking having held senior-level positions at General Electric, Medtronic, and Royal Bank of Canada. With proven and documented track record in multiple private equity investments, Roxi has successfully led many private and public financing and M&A transactions. Roxi is a CFA charterholder, earned a Bachelor of Economics from Xiamen University, China, and a MBA in Finance and Strategy from the Carlson School of Management at the University of Minnesota.