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



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


CFO & Inclusivity

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

Rebound & Recovery

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











11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: CFOs Looking Ahead – The Long-Term Financial Impact of COVID-19 on Benefits

During the height of the COVID-19 pandemic, access to routine and preventive care was limited and millions of people stayed home to “flatten the curve”— in doing so, they put off screenings, check-ups, vaccinations, and elective surgeries. In fact, 1 in 3 Americans delayed or skipped medical care during the pandemic. The downwind effects may impact your business and healthcare spend for years to come.

This keynote will discuss:

  • The cost implications of the delay and deferment of routine and preventive care
  • The financial impact of changing healthcare utilization patterns on employers
  • How to navigate the evolving benefits landscape in 2021 and beyond

Bob KolodgyExecutive Vice President & Chief Financial OfficerBCBSA

11:35 AM - 12:05 PM ET

FIRESIDE CHAT: Visionary Finance – Strategic Advisors Enabling Business-Driven Decision-Making - Featuring Anaplan

Launching a finance transformation is an ambitious endeavor during the best of times; forging ahead while the landscape is constantly shifting, new working and collaboration environments are unfolding, and business processes and models are evolving is extraordinary. With an eye on the noble objective of helping Americans secure their future and protect the ones they love, MassMutual embarked on the innovation they deemed paramount. Led by finance, with an impressive cross-functional team, they built an infrastructure to support faster access to information, interpretation of business environments and events, and better decision-making every day that will benefit their customers.

Join Greta Hager, MassMutual Head of FP&A, Nima Rashidi, EPM Technology Leader at EY, and Danielle Dahlstrom, Anaplan Director of Finance Solutions, as they discuss:

  • The role of finance in forging organization-wide partnerships for collaboration, visibility and accountability
  • The criticality of access to information and insightful decision-making
  • The importance of failing fast and using those moments to better pivot and rebound

Greta HagerHead of Financial Planning & AnalysisMassMutual

Danielle DahlstromDirector of Product Marketing, Finance SolutionsAnaplan

Nima RashidiEnterprise Performance Management (EPM) Technology Leader - Financial Services EY

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


Jeanette WadeChief Financial Officer Ascentria Care Alliance


Guita SharifiChief Financial Officer Lifelong Learning Administration Corporation

Deniz JohnsonAdjunct Professor, Fintech & Financial Innovation/COONortheastern University/Stratyfy

Byron FloresGlobal Head of Digital Finance, Data and Tools - Novartis Technical OperationsNovartis

Dhiraj CherianChief Financial OfficerPanasonic Automotive

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP: T&E - The How, The Why & the ROI - Featuring TripActions

The realm of corporate business travel research has a long-existing gap that needs to be addressed, which is what is the ROI of T&E spend? Furthermore, the nature of T&E spend has been evolving as the financial impacts on companies of all sizes across all industries continue to unfold. There is also a need to benchmark how companies are leveraging technology to manage and mitigate spend, mitigate fraud exposures, and process expense reports.

In addition, many important questions remain:

  • How have/are organizations’ T&E programs evolving in response to COVID?
  • How are organizations pivoting in their corporate T&E programs?
  • Are they/how are they changing their T&E policies, directives, and guidance?
  • How are they streamlining T&E, in terms of workflows and payments?

Ernie HumphreyChief Executive Officer & Chief Operating OfficerTreasury Webinars

Ram BartovExecutive Vice President of Finance & Corporate ControllerTripActions

1:35 PM - 2:35 PM ET

Afternoon Break

2:35 PM - 3:05 PM ET

THOUGHT LEADERSHIP: Simplifying Complex Work through Collaboration―The New Finance Road Map for 2021 - Featuring Workiva

Finance teams are simplifying complex work by accelerating digitization in cloud-based platforms as a service (PaaS) over the last year. Teams are transforming the most challenging areas of corporate reporting including processes and analyses based on estimates; new data gathering; maintaining and executing controls over financial reporting remotely; documenting governance reviews and the inclusion of new, ESG and non-financial reporting into the published financial statements.

This session examines the practical steps you can take to increase operational resilience, build scalable automation and efficiency while delivering simplification across your finance teams through cloud-based Platform as a Service (PaaS).

Conor O'KellySenior Director, Statutory Accounting Workiva

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


Keith NealSenior Vice President & Chief Financial OfficerAdvocates


Sarah AlperVice President of Go-to-Market (GTM) FinanceUiPath

Mirek PurpuraTransformation Lead - FP&A and Business Decision SupportBaxter 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

5 PM - 5:30 PM ET

THOUGHT LEADERSHIP: How COVID-19 Accelerated the Path Towards Financial Close Automation - Featuring Trintech

2020 was a defining year for the Office of the CFO as they broke out of the compliance box and returned to their role as an essential strategic leader of the organization – one relied upon to shape critical business decisions when COVID-19 impacted businesses of all sizes. As companies transitioned to remote operations, organizations that relied heavily on manual processes for their financial close found it difficult to continue to do their jobs at the same level – let alone deliver on the new expectations required of them to provide timely, critical business insights to guide important decisions.

Trintech conducted a global survey of 486 financial professionals across 430 organizations in the first half of 2021 to evaluate which parts of the financial close process have been automated, which are in the process of being automated and where finance and accounting (F&A) teams are looking to adopt automation in the future.

During this session, Trintech will discuss:

  • The biggest challenges organizations are facing in the financial close process
  • The maturity of automation today in the Office of the CFO
  • Key areas to improve in your financial close process to see valuable ROI

Darren HeffernanPresident, Mid-Market Trintech










11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: 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

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP: Building Effective Defenses Against Payment Fraud - Featuring Capital One

Payments fraud is a growing risk in today’s business environment, as fraudsters focus their attacks on new digital B2B payment systems. Companies that don’t modernize their payments fraud prevention efforts risk being left vulnerable to not just monetary losses, but a loss of trust as well.

Join Capital One to understand the common types of payments fraud and best practices you can implement to help mitigate risk and prevent losses.

Tami DillinghamRegional Vice President - East Region, Commercial CardCapital One

Lou LoBoscoSenior Vice President, Financial Crimes Risk ManagementCapital One

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


Brenna Albert, CPAExecutive Vice President & Corporate ControllerCresco Labs


Susan KimChief Financial OfficerPacific Biosciences

Kelly BakerChief Financial OfficerEVERSANA

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

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP: Don’t Pay a Data Ransom - Proactive Data Journey for CFO - Featuring Incorta

Abstract coming soon! 

Stephen IbachVice President of Financial Services Incorta

Lisa DavidPartnereCapital Advisors

Adam HuskeyLeading Electronics Company

1:35 PM - 2:35 PM ET

Afternoon Break

2:35 PM - 3:05 PM ET

THOUGHT LEADERSHIP: THOUGHT LEADERSHIP: Why 77% of Senior Finance Leaders Have Made Digital Transformation an Organizational Priority - Featuring TCG

77% of CFOs and finance leaders say that their role is expanding to see digital transformation within their enterprise. That is why cardable expansion and increasing Spend Under Management (SUM) is an important initiative for many CFOs today.

In this session, TCG and SAP Concur will address how card expansion and SUM can be managed:

  • Setting the baseline and where to go to find the baseline
  • Defining SUM and Cardable Expansion
  • Understanding what is required to measure program performance
  • Uncovering challenges and scalable opportunities

Marchelle KlippensteinVice President, Value Experience GroupSAP Concur

Jim CoufalSenior Advisor, Consulting ExcellenceTCG Consulting

Edward CurtisAssociate Director, Expense & InvoiceTCG Consulting

3:10 PM - 4 PM ET

FIRESIDE CHAT: 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

Brenna Albert, CPAExecutive Vice President & Corporate ControllerCresco Labs

Nayab SiddiqiChief Financial Officer and Head of StrategyREZY360 Inc.

4:05 PM - 4:35 PM ET

THOUGHT LEADERSHIP: How to Overcome the Top Barriers Preventing Your Company from Reaching Its Global Potential - Featuring Globalization Partners

What is standing in the way of your company growing globally?

Forty percent of CFOs across regions are reporting accelerated growth, according to a survey by Globalization Partners and CFO Research of Industry Dive, and your company can’t stay behind. Market expansion will play a key role into this added dynamism, and among the most common reasons companies decided to expand and hire internationally, the top four included market share capture (50%), sales presence (45%), investment diversification (31%), and the ability to acquire top talent (29%).

There is little doubt that the post-Covid-19 business environment presents opportunity, however zeroing in on the opportunities that will benefit your company’s growth will not be as clear-cut.

Join Diane Albano, Chief Revenue Officer at Globalization Partners, in an insights-rich discussion on how to capture new, sustainable growth in an increasingly dynamic and borderless business world and overcome the top barriers in your way. You will learn:

  • How to decide which markets to target when you are in the early stages of growing internationally
  • What to look for in sales leaders in new regions
  • Why looking internationally for top talent will benefit your company – and actionable steps on how to do it

Diane AlbanoChief Revenue Officer Globalization Partners

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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.