CFO Summit: Finance Evolution 2021 - Argyle Executive Forum Events
June 22 - 23, 2021

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2
Days
400+
Attendees
20+
Speakers

CFO Summit

Finance Evolution 2021

June 22-23, 2021

As the first half of 2021 comes to a close, Chief Financial Officers and their finance teams begin looking forward to the remainder of the year. Finance executives have remained resilient and withstood historical challenges, and finance teams will continue to overcome unprecedented obstacles.

The role of the CFO continues to evolve, and these executives have embraced new responsibilities to promote the continued success of organizations while protecting vital assets. New critical tasks include meeting growth and profit expectations, ensuring compliance with finance regulations, communicating value to investors, and managing a remote finance team.

In this two-day virtual summit, like-minded finance professionals will cover essential topics for CFOs and finance executives, sharing actionable insights and solutions.

Topics of discussion will include:

  • Financial Planning & Analysis (FP&A) strategies
  • Scenario planning to create an effective strategy framework
  • Budgeting and rebuilding revenue streams
  • Improved pricing strategies and customer divisions
  • Managing a shift in consumer expectations
  • Preparing a rebound and recovery plan for the remainder of 2021
  • Continuing D&I initiatives, strengthening company culture
  • Finding, hiring, & retaining finance talent

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

Abstract coming soon! 

Bob KolodgyExecutive Vice President & Chief Financial OfficerBCBSA

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

12:10 PM - 1 PM ET

PANEL DISCUSSION: Inclusive Finance – Operating a Diverse Team

Diversity and inclusion have always played a critical role within organizations, and in the new year inclusivity is more important than ever. D&I initiatives start from the top, and finance leaders are tasked with supporting and integrating these efforts. A diverse finance team will not only boost company morale, but it will also lead to increased profits through varied ideas and collaboration.

In this interactive panel discussion, topics will include:

  • Developing D&I initiatives that benefit all members of your organization
  • Improving company culture and focusing on inclusivity
  • Navigating new, emerging ways to sustain a successful, diverse team

Panelists:

Brandon ThompsonRegional Vice President, Operations & Chief Financial OfficerHumana

Guita SharifiChief Financial Officer Lifelong Learning Administration Corporation

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

KEYNOTE: Modern CFOs & the Finance Evolution in 2021

The year 2020 presented CFOs and finance executives with unprecedented challenges, including historic events that forever changed the world. As CFOs and their teams review the first half of 2021, there are many lessons to be learned and the role of the CFO continues to evolve and grow in importance.

Join this opening keynote, which will address:

  • Defining the role and responsibility of the modern CFO
  • Identifying the relationship between the CEO & CFO
  • Addressing issues and preparing for the rest of the year

Luis Briz OrdieresVice President of FinanceNestle Health Science U.S.

2:35 PM - 3:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon!

3:10 PM - 4 PM ET

PANEL DISCUSSION: Invigorate Company Culture & Strengthen Your Finance Team

The best investment a CFO can make, is the investment in its finance team. Employees have been under extreme stress, from extra workloads to navigating the new work-from-home model, which makes focusing on company culture critical. Finance teams have worked hard throughout the global pandemic and surging chaos, so it is important to find ways to motivate and reward them.

In this session, topics will include:

  • Ensuring your finance team is properly supported, including personal needs
  • Encouraging feedback and communication amongst all team members
  • Motivate with growth opportunities

Moderator:

Keith NealSenior Vice President & Chief Financial OfficerAdvocates

Panelists:

Mirek PurpuraHead of Finance - Central Europe & IsraelBaxter International Inc.

Alonso RamosChief Financial Officer, US OperationsViscofan USA Operations

Amy C. ShelleyChief Financial OfficerThe Options Clearing Corporation

4:05 PM - 4:55 PM ET

FIRESIDE CHAT: Sustainable Finance – Investing in the Future

Sustainability is a major focus for organizations that continues to grow in importance, so how can CFOs and finance executives leverage this area of concern? Finance teams are able to evaluate the benefits of investing in sustainable economic activities and make appropriate environmental, social, and governance (ESG) investments.

This Fireside Chat will explore:

  • Analyzing investments in more sustainable technologies
  • Support a healthier environment by taking action and implementing eco-friendly operations
  • Create sustainable processes that also benefit your organization

Matt PoleskiRegional Chief Financial OfficerArthur J. Gallagher

Kenny CheungChief of Procurement The World Bank Group

 

1100

1200

1300

1400

1500

1600

1700

11 AM - 11:30 AM ET

KEYNOTE ADDRESS

Abstract coming soon! 

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

12:10 PM - 1 PM ET

PANEL DISCUSSION: Female Leaders in Finance – Paving the Way for Future Generations

The last year and a half have truly been historical, with influential women securing positions of power in government and large corporations. So, what impact does this have on women in finance? Organizations continue to encourage the promotion of strong female leaders to bridge the gender gap and strengthen diversity initiatives.

In this panel discussion, topics of discussion will include:

  • Encouraging future female generations to pursue finance careers
  • Closing the gender gap and implementing a more diverse finance team
  • Stimulating new conversations and ideas for success

Moderator:

Brenna Albert, CPAExecutive Vice President & Corporate ControllerCresco Labs

Panelists:

Susan KimChief Financial OfficerPacific Biosciences

Kelly A. GarnesChief Financial OfficerGill St. Bernard's School

Kelly BakerChief Financial OfficerEVERSANA

Elena Ridloff, CFAExecutive Vice President, Chief Financial Officer ACADIA Pharmaceuticals Inc.

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

KEYNOTE: Preparing Your Finance Budget for Q3 & Q4

Before the second quarter of 2021 comes to a close, CFOs and finance executives should start planning for future budgetary pressures now. By utilizing planning and forecasting, finance teams will be able to make predictions for the second half of the year including potential costs, future investments, and justifying value spends.

This keynote will address:

  • Communicating the value of investments and budget spends to stakeholders
  • Properly allocating your budget to increase revenue
  • Focus on measuring important metrics and achieving higher KPIs

Christopher HollingerChief Financial OfficerRethink Food NYC

2:35 PM - 3:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon!

3:10 PM - 4 PM ET

PANEL DISCUSSION: Finding, Hiring, & Retaining the Best Finance Talent

CFOs and finance leaders are tasked with developing a resilient finance team. So, how can leaders find, hire, and retain the best talent? Since the global pandemic forced millions of organizations to go remote, the talent pool has expanded to well beyond specific cities. There is new opportunity for organizations to acquire the greatest talent with fewer limitations.

Join this panel discussion, which will discuss:

  • Criteria for the best talent to add to your finance team
  • Restructuring your finance team and addressing organizational needs
  • Focus on retaining employees and encouraging internal promotion

Panelists:

Brenna Albert, CPAExecutive Vice President & Corporate ControllerCresco Labs

Arjun Mahalingam,CFA,CPAChief Accounting Officer, Executive DirectorWP Carey

Guru RamamurthyChief Financial OfficerAsklepios BioPharmaceutical, Inc.

4:05 PM - 4:55 PM ET

FIRESIDE CHAT: Rebuilding Revenue Streams for Finance Recovery

The pandemic took a major toll on the US economy, and unfortunately many organizations did not survive the devastating global pandemic. CFOs and their teams are now tasked with rebuilding revenue streams to increase profitability and remain successful. Although the future of the economy is uncertain, CFOs and finance executives have remained resilient and will continue moving forward.

Join this Fireside Chat, which will address:

  • Budgeting, investments, and pricing strategies
  • Evaluating new markets and areas for profit
  • Developing new relationships and stimulating supply chains

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