Chief Financial Officers and their teams 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 continuing to manage a distributed finance team.

In this 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
  • Finding, hiring, & retaining finance talent
Join Us at This Event


Dipti Arora

Vice President of Finance

Dhiraj Cherian

Former Chief Financial Officer

Delores Lenzy-Jones

CFO Partner
Eliassen Group

David Levi

Senior Vice President Controller, Principal Accounting Officer

Michael Mance

Vice President of Financial Operations
Dialysis Care Center

Larry Mellon

Tax Director, Chief Tax Office
Vertex, Inc.

Christine Millaway

Interim Chief Financial Officer

Michael L. Perica

Chief Financial Officer
Rimini Street

Matt Poleski

Regional Chief Financial Officer
Arthur J. Gallagher

Carla Rodriguez


Patricia Tatro, CPA

Founder & Fractional CFO

Field of Study:Finance



Advance Preparation:None required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):2

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

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.

Argyle Executive Forum is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.

Ann Anthony

Chief Financial Officer and Board Observer
Oberon Fuels, LLC

Sue Cheung

Chief Financial Officer
Zenysis Technologies

Femi Faoye

Head of Real Estate Finance - Global

Rahul Handa

Integrated Commercial Lead

Saurabh Jain

Senior Vice President and CFO, Endovascular Robotics

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Summer Redmon

Chief Financial Officer
Ascend Healthcare

Amit P. Shroff

Former Vice President, Toyota Financial Services
Toyota, North America

Nayab Siddiqi

Chief Financial Officer and Head of Strategy
REZY360 Inc.

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England