Financial planning and analysis (FP&A) professionals continue to play a leading role in reinventing the workforce, changing the trajectory of the finance function for organizations. By creating insightful, agile, and strategic processes, these resilient finance pioneers drive organizations into the future.
FP&A is a critical function within finance that not only allows finance executives to prepare for the future, but also enables real-time forecasting and budget modifications. Traditional processes are slowly becoming a thing of the past, and new innovations are taking finance to a new, advanced level of operation.
CFOs and finance leaders depend on reliable, data-driven decisions and FP&A teams are able to transform outdated business strategies into new, successful business models.
Join this Argyle Digital: CFO Leadership Forum, which will address:
Shwetha T. Pai
11 AM - 11:30 AM ET
The use of predictive analytics within finance remains a critical focus, and organizations are eager to gain insight into what the future holds. FP&A teams are able to harness predictive analytics to create more accurate revenue projections, create efficient operations, improve supply chain processes, and identify the most profitable path for their enterprise.
In this opening keynote presentation, you will learn how to:
11:35 AM - 12:05 PM ET
Abstract coming soon!
12:10 PM - 1 PM ET
Corporate finance has greatly shifted over the past few years and dynamics within finance departments are continuously changing. Historically, finance teams have spent an incredible amount of time on data aggregation and management that often weighted down their efficiency, but improved automation capabilities help streamline operations. Improving operations is especially important for the FP&A function, which is crucial for reporting, planning, and forecasting the future of an enterprise.
In this panel discussion, you will learn how to:
Kenneth FickVice President of Financial Planning & AnalysisBerkley Research Group (BRG)
Kelly MelloySenior Director, Planning & Forecasting Transformation Honeywell
1 PM - 2 PM ET
2 PM - 2:30 PM ET
Abstract coming soon!
2:35 PM - 3:05 PM ET
FP&A teams have proven to be resilient, overcoming unforeseen disruptions and navigating a new “normal” all while planning and forecasting for the future. One of the most important lessons learned, was that finance teams must remain agile and flexible in order to successfully plan and mitigate risk. The FP&A function continues to grow in importance, but it also faces more strain than ever to continue to predict, plan, and prepare for the unknown. So, what will FP&A teams focus on to stay ahead of the curve?
Join this engaging keynote presentation, which will address:
3:10 PM - 4 PM ET
Diversity and inclusion are important considerations in finance, and there are clear benefits associated with developing a disparate FP&A team. When hiring talent, finance leaders first consider the needs of the business, and it is evident that employees with varying backgrounds can add great value to an enterprise through their different experiences and expertise.
In this insightful panel discussion, you will learn:
Shwetha T. PaiDirector of Financial Planning & AnalysisBon Secours Mercy Health
4:05 PM - 4:55 PM ET
Abstract coming soon!
Field of Study: Finance
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 2
Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to email@example.com.
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.
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.