CFO Summit: Modern CFOs – Driving Performance & Profitability - Argyle Executive Forum Events
December 01 - 02, 2021

SPONSORSHIP INQUIRY

2
Days
400+
Attendees
20+
Speakers

CFO Summit

Modern CFOs – Driving Performance & Profitability

December 1-2, 2021

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:

  • Recognizing new digital transformation initiatives
  • Implementing innovative technologies to streamline processes
  • Working closely with your CIO as technology evolves
  • Strengthening your finance team and company culture
  • Focusing on DEI efforts for finance and the organization as a whole

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

Who attends our events

We bring the world’s finance community together

Sponsors

Social

Keep up to date by following us at

Secure Your Spot!

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.