Finance Leadership Forum: Resilient Finance 2021 - Argyle Executive Forum Events

Overview

As the first quarter of 2021 ends, CFOs and finance executives look ahead at the rest of the year. Having withstood a global pandemic and chaotic distribution of a vaccine, finance teams have remained resilient and continue to prepare for a hard-earned rebound.

Digital finance trends are a crucial part of the finance function and priorities for finance teams, including autonomous processes, continue to evolve. Due to rapidly changing market demands, planning and forecasting needs have changed, forcing finance teams to evaluate budgetary spends on a more regular basis.

Incorporating learnings from 2020 and the first part of 2021 will strengthen the finance function and help teams continuously prepare for, and overcome, the unknown.

Join this Argyle Digital Finance Forum, where top minds in Finance will discuss:

  • Implementing a pandemic recovery plan
  • Reviewing data in real-time and strengthening the FP&A function
  • Optimizing strategies, budgets, and investments
  • Prioritizing your workforce and increasing efficiencies
  • Addressing the increasing need for cybersecurity
Join Us at This Event

Speakers

Agenda

 

1000

1100

1200

1300

1400

1500

1600

1700

1800

10:30 AM - 11 AM ET

KEYNOTE: Finance Transformation – Reinforcing Leadership & Invigorating Your Finance Team

As organizations evolve and adapt to changing environments and economic trends, Finance systems transformations can play a critical role in strengthening processes and strategic initiatives. However, even the most technologically advanced financial systems will prove inadequate without strong teams, robust processes, and thoughtful implementation. Successful transformation starts with defining clear objectives to identify the needs of your business and ensuring experienced, hands-on team members are involved in developing new processes.

In this impactful opening keynote, topics of discussion will include:

  • Allowing enough time for discovery to understand current trends and why/how organizations are implementing new strategic initiatives, and what makes these successful
  • Involving the correct stakeholders to set useful expectations and parameters to avoid overload, and organize team members to own specific processes
  • Leading with compassion and integrity to drive change and build strong finance teams

Elizaveta Kvint LucarzVice President, Programming Finance - E! NetworkNBCUniversal Media, LLC

11:05 AM - 11:35 AM ET

THOUGHT LEADERSHIP: How to Accelerate Digital Transformation & Stay Ahead of the Curve - featuring CCH Tagetik

Digital finance trends are a crucial part of the finance function and should be a priority for finance teams. Due to the ever-growing mountain of data, organizations potentially have more and more knowledge at their disposal to steer towards the best results.

Join Rob Honens, CCH Tagetik as he interviews Marco van der Kooij, Managing Partner, Forsight Consulting, an expert in digital transformation on the changing role of the CFO Office and how you can improve performance management and the agility of your organization in this engaging discussion on:

  • The effects of the pandemic on the first wave of digital transformation
  • How the Office of the CFO can leverage advancements in Technology (Predictive Analytics, Big Data, and a Data Hub)
  • The benefits of accelerating your Digital Transformation

Marco van der KooijManaging PartnerForsight Consulting

Rob HonensClient Engagement ExecutiveCCH Tagetik

11:40 AM - 12:30 PM ET

Fireside Chat: The Role of Finance in Organizational Future-Readiness and Orchestrating Business Performance - featuring Anaplan

Managing uncertainty and facing disruption has been on the minds and the agendas of visionary CFOs for years; however, the past year bewildered even the most advanced organizations. As businesses now reflect on performance and recognize the opportunity for improvement in front of them, finance leaders find themselves at the center of the conversation. The Office of the CFO is forging partnerships across the business to support organizational resilience, and in that process are rethinking business models and strategies, ensuring agility in processes and systems, optimizing resources, uncovering opportunities for efficiency, and supporting the organizational strategy to drive growth.

Join Anaplan’s Victor Barnes, SVP Connected Planning, and Sara Baxter-Orr, Global Head of Solutions and the CFO Practice, both former CFOs themselves, as they discuss:

  • The role of finance in the digital journey
  • The shift from calendar-driven financial planning to business planning for outcomes
  • The power of cross-functional business partnerships for collaboration, visibility and accountability
  • The criticality of access to information and insightful decision-making

Sara Baxter Orr, CPA & MBAGlobal Head of CFO PracticeAnaplan

Victor BarnesSenior Vice President, Connected PlanningAnaplan

Moderator:

Chris WeissLeader, Centers of ExcellenceAnaplan

12:35 PM - 1:05 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

1:05 PM - 2:05 PM ET

Afternoon Break

2:05 PM - 2:35 PM ET

KEYNOTE: Leadership in Finance - How to Achieve Your Finance Goals & Maximize Efficiencies

Effective leadership in finance is critical to organizational success, and it is crucial to address core questions related to your finance journey. Do you know what your goals are, what success looks like, and how to measure success? Can you pinpoint your strengths, weaknesses, and blind spots? Knowing the answers to these questions will help your finance team start its route to success.

Join this impactful keynote presentation, which will address:

  • Mapping out your finance journey and what it will look like from start to finish
  • Being self-aware so you can be the most effective leader possible
  • Understanding your team, meeting with them often, and learning what motivates them

Rochelle Bailey PriceVice President of Shared ServicesMiller Electric Company

2:40 PM - 3:10 PM ET

THOUGHT LEADERSHIP: Scaling for Growth in the Age of COVID and Beyond - featuring Tipalti

Finance didn’t slow during the pandemic. It just became different. For fast-moving businesses, that likely meant an even greater shift in operations. Hear how one company was able to continue scaling its business and operations while still managing to grow and thrive. And how that built-in resiliency is a part of positioning itself for the recovery wave.

Paul HendersonGlobal ControllerTipalti

3:15 PM - 4:05 PM ET

PANEL DISCUSSION: Remote Finance Teams - Building an Online Culture

Remote work has become the new norm for organizations worldwide, and the option for finance teams to work from home is likely to be permanent. In order to successfully manage a remote team, CFOs must ensure the right technology is in place and strengthen communication. Although finance teams may be unable to collaborate in person, it is critical to maintain a sense of togetherness and collaboration while fully virtual.

Join this interactive panel discussion, which will address:

  • Increasing productivity despite the lack of in-person connectivity
  • Sustaining company culture while apart
  • Implementing virtual team events

Moderator:

Summer RedmonVice President, Finance & Accounting Vera Whole Health

Panelists:

John HugoVice President, Financials Products and Go to MarketWorkday

Stacy Snider Senior Vice President - Finance & Accounting Direct HireAddison Group

Nandita Desai-PatelSenior Finance Director, Global R&D OperationsJohnson & Johnson

Jana CroomChief Financial OfficerKimball Electronics

4:10 PM - 5 PM ET

FIRESIDE CHAT: Synchronized Finance Transformation for a Modern Data-Centric Organization - featuring Huron

The marketplace is rapidly evolving. Sustainable success requires innovative thinking, seamless business processes and modern technology. Digital transformation — or technology-centered improvement — is helping businesses across industries modernize their infrastructures to meet new demands. Attend this session to learn how innovative organizations are transforming people, process, and technology to structuring modern business information models to drive advanced analytics across the enterprise.

Our interactive panelists will discuss:

  • How to develop a modern business information model and ensure synchrony across business and solutions
  • Key roles and skills to drive transformation to a modern data centric organization
  • Crucial master data and governance leading practices to ensure uniformity and consistence of data and insights

Christopher CarmichaelFinancial Planning and Analysis DirectorHeartland Financial USA, Inc.

Roger BhallaBusiness Team Lead, ERP StrategyConocoPhillips

Christy NovakVice President Accounting SystemsNOV Inc.

Moderator:

Chris GeersDirectorHuron

Sponsors

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.

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.