During times of uncertainty, CFOs have worked closely with their FP&A teams to devise strategic plans, strengthen predictive capabilities, and analyze data to improve the entire finance function.

FP&A teams play a critical role within finance and are tasked with implementing new transformation initiatives and prioritizing areas of growth for long-term business success. Top priorities also include a focus on scenario planning, analyzing data in real-time, investing in efficient finance solutions, and AI/ML integrations.

Join this engaging Argyle CFO Leadership Forum with a focus on FP&A to hear from top minds in the industry on timely topics, including:

  • How to strengthen predictive capabilities through scenario planning
  • What successful communication and collaboration looks like
  • The best tools, technologies, and solutions for FP&A growth
  • How to integrate AI into existing finance processes without causing disruption
  • Digital transformation initiatives that are crucial but also budget friendly


Teddy Collins

Vice President, Corporate Finance

Andrew Freeman

Director, Financial Planning & Analysis and Management Reporting

Rina Kacker

FP&A Executive - SaaS, FinTech, and Life Sciences

Bruno Oliveira

Head of FP&A

Matt Poleski

Regional Chief Financial Officer
Arthur J. Gallagher

Madhuri Raju

Co-Founder and Partner
International Sourcing Solutions LLC.

Ross Sanderson

Vice President of FP&A
Canary Medical

Steven Schnell

Director of FP&A
Medline Industries


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