Today’s CFO is at the forefront of an organization, taking on a more significant role that drives performance, profitable growth, and increases revenue. Although these fearless leaders have persevered through the most harrowing circumstances, CFOs and their finance teams must remain agile while reflecting on this past year.
Investing in new, efficient technologies, aligning stakeholder needs with investments, ensuring accurate data for auditors, and managing a hybrid finance team are only a few high priorities for finance teams as we close Q4 and look ahead to a new chapter.
In this two-day Argyle Digital: CFO Summit, top minds in finance will discuss:
Tosan A. Olley
Strengthening company culture, promoting D&I initiatives, and prioritizing finance teams
Review data in real-time to strengthen the FP&A function for better planning and forecasting
Prepare for a rebound by prioritizing strategies, budgets, and investments
11 AM - 11:30 AM ET
As we enter 2022, CFO and finance executives undoubtedly have the future of digital transformation as a critical focal point. Join Amit Shroff in a rich discussion on how finance can leverage technology as a competitive differentiator to drive enterprise transformation.
This keynote will address:
Amit P. ShroffVice President, Toyota Financial ServicesToyota, North America
11:35 AM - 12:05 PM ET
Finance executives are often the first port of call when an organization seeks to partner on business initiatives for leadership, deep thought, or analytical excellence.
This insightful keynote presentation will explore:
Rahul HandaHead of Commercial, Vice President - Finance, Strategy & Market DevelopmentInframark
12:05 PM - 12:30 PM ET
12:30 PM - 1:20 PM ET
As the role of the CFO continues to evolve, the expectation of organizational growth significantly increases. Finance teams are expected to present strategic initiatives that not only increase revenue, but that support enterprise-wide success. So, what are will core growth strategies be in 2022 and beyond?
Join this insightful panel discussion to learn:
Jeanette WadeChief Financial Officer Ascentria Care Alliance
Kelly A. GarnesChief Financial OfficerGill St. Bernard's School
Femi FaoyeHead of Real Estate Finance - GlobalWeWork
Craig PickettSenior Product ManagerDivvy
Ari SzafranskiChief Financial Officer, Anthem National AccountsAnthem
1:25 PM - 1:55 PM ET
Digital transformation is more important than ever before amidst today’s changing circumstances. As many companies adapt to these disruptions, they’ve turned to automation to help stabilize their business models and streamline crucial processes. Finance is at the core of this transformation. With automation, businesses can look beyond crisis response to focus on emerging stronger than before.
It’s time to empower your Finance and Accounting (F&A) leaders to focus on the high-value, strategic work that’s essential to a healthy, thriving enterprise without sacrificing process integrity and accuracy with robotics process automation (RPA).
This session explores how RPA can:
Sarah AlperVice President, Global GTM Finance LeaderUiPath
1:55 PM - 2:30 PM ET
2:30 PM - 3:20 PM ET
Join Thack Brown, COO of SAP North America, as he spotlights the trends revolutionizing technology transformation in finance, and how CFOs can best prepare for 2022 and beyond.
Thack will discuss a variety of topics including:
Thack BrownChief Operating OfficerSAP, North America
Birgit StarmannsGlobal Head of oCFO COE Thought Leadership Strategy and ProgramsSAP
3:25 PM - 3:55 PM ET
For the most part, when we think about frictionless payments experiences, we focus on ways to enable the user to make and receive payments seamlessly. But in the context of enabling employees to spend company money, there has to be a balance between ease of use and strict controls to provide comfort to finance teams while still enabling delightful experiences.
By thinking about product design and human behavior, we can make policy, reimbursements, and approval content something that users enjoy consuming leading to more responsible spending behavior.
Robin GandhiSenior Vice President of ProductTripActions Liquid
4 PM - 4:30 PM ET
We’ve all heard the statistic: only ~35 percent of your sales team’s day is spent selling. Sales people often get bogged down in the details of administrative work. And, while there are certain administrative parts of being a sales rep that are unavoidable, there is a way to help your team strike a better balance and get back to doing what they do best- selling.
Join Tanner Lacey, Co-Founder and Partnership Marketing at Spiff and Matt Stapleton, COO at Spiff as they discuss ways sales and finance can work together and use data to keep teams selling, In this session we will teach you how to:
Tanner LaceyCo-Founder and Director GTM StrategySpiff
Matt StapletonChief Operating Officer Spiff
4:35 PM - 5:25 PM ET
Digital transformation has remained a top priority for organizations, and successfully migrating to digital operating models is critical for the finance function. In order to manage finance processes more efficiently, CFOs are tasked with implementing new digital capabilities that reduce errors, optimize workforce allocation, accelerate processes, and improve financial gains. However, it is also important to focus on the synergy between new, improved technologies and skilled finance teams.
In this panel discussion, you will learn:
Keith NealSenior Vice President & Chief Financial OfficerAdvocates
Jeff BeldenVice President, Finance & AdministrationDQS Inc.
Todd FordPresident, Finance & OperationsCoupa Software
Deniz JohnsonAdjunct Professor, Fintech & Financial Innovation/COONortheastern University/Stratyfy
Ross SandersonVice President of Finance and Strategy Home Care Assistance
11 AM - 11:30 AM ET
CFOs are tasked with managing cash flow to ensure the financial needs of the enterprise are met and that resources are allocated strategically. This means creating efficient crisis plans for cash management, strengthening communication with suppliers, and preparing for unknown circumstances that could halt critical cash streams.
In this keynote presentation, you will learn actionable insights including:
Madhu RanganathanChief Financial OfficerOpenText
11:35 AM - 12:05 PM ET
As respected leaders, CFOs instill trust within their organizations and play a key role in helping to manage risk in critical areas such as cybersecurity. The vision CFOs have into critical insights, numbers, and metrics helps address organizational strengths and weaknesses. Therefore, these finance leaders are trusted with diffusing risks, embedding awareness, and developing frameworks to measure assets.
In this keynote presentation, topics will include:
Kyrah CokerVice President of FinanceNational Roofing Partners
12:10 PM - 1 PM ET
It is no secret that the new future of work is virtual, largely impacting entry-level finance roles and threatening the viability of certain roles such as accounting. Automation significantly disrupts traditional and manual processes, forcing CFOs to rethink their overall agenda and operating model. Although technology is a major disruptor, in a positive way, finance teams are still essential and a healthy mix of the traditional finance with new digital capabilities is a must.
Join this panel discussion, which will uncover:
Tosan A. OlleyLead Finance Vice PresidentJPMorgan Chase & Co.
Shawn McArdleBranch Chief Financial OfficerArthur J. Gallagher
Matt PoleskiRegional Chief Financial OfficerArthur J. Gallagher
Alonso RamosChief Financial Officer, US OperationsViscofan USA Operations
Field of Study: Finance
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 email@example.com.
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.
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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.