FP&A Leadership Forum: Predict, Plan, Prepare - Argyle Executive Forum Events

Overview

Financial planning and analysis (FP&A) continues to grow in importance and is a critical function within finance. FP&A and finance professionals are tasked with collecting and analyzing data to make effective predictions for the future success of their organization.

As global markets continue to evolve and change, FP&A teams must remain prepared for potential challenges. Core drivers that will significantly shape FP&A in the remainder of this year, and in the new year, include digital transformation to automate processes, improved scenario planning capabilities, and increased agility through self-service tools.

As the FP&A function evolves, more data is collected than ever before, allowing for better insights into forecasting, budgeting, and performance management. So, what lays ahead for FP&A professionals and their finance teams?

Join this Argyle Digital: FP&A Leadership Forum which will address:

  • Implementing digital transformation initiatives
  • Automating simple processes to alleviate workloads
  • Strengthening predictive analytics and scenario planning
  • Utilizing self-service tools to streamline processes
  • Forecasting, planning, and budgeting for future growth
  • Remaining agile and preparing for unforeseen challenges

Agenda

 

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11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: Zero-Based Budgeting Vs. Traditional Budgeting – Optimizing Costs, Not Just Revenue

Zero Based Budgeting (ZBB) allows finance teams to recalibrate their budgets from a clean slate, but is this method more effective than traditional budgeting practices? Although traditional budgeting is an easier approach, there is much to be said about ZBB and finance teams must evaluate when a ZBB “reset” will need to be conducted. Implementing ZBB can be a lengthy and complex process, so it is critical for the FP&A function to ensure the right tools are in place to support this approach.

In this keynote presentation, you will learn how to:

  • Identify when a ZBB exercise is needed, such as when profits are on a downward trend
  • Increase efficiency and gain control through a total reassessment and gain more control over spending
  • Reduce costs where necessary and reallocate funds to other areas of focus

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

12:10 PM - 1 PM ET

PANEL DISCUSSION: Embracing xP&A to Increase the Bottom Line

Extended planning and analysis (xP&A) is the future for unified planning and goes beyond finance into the entire enterprise. Traditional silos will be reduced across all departments, which will allow processes, operations, and data usage to be streamlined. The use of xP&A presents an opportunity for finance teams to consolidate crucial data into one cohesive forecast which provides insights into how different enterprise functions impact one another.

Join this interactive panel discussion, which will provide insights on how:

  • Utilizing xP&A generates forecasts that maximize profitability
  • Metrics are intertwined across silos of an enterprise, and how to streamline this critical information through cross-functional integration (top-down & bottom-up)
  • Produce more extensive business plans and enhance traditional finance processes

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

1:35 PM - 2 PM ET

Afternoon Break

2 PM - 2:30 PM ET

KEYNOTE PRESENTATION: Intertwining Agility & Flexibility Into FP&A

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 panel discussion, which will address:

  • How to use multiple modeling approaches to increase probabilities, outcomes, and scenarios
  • What impact economic drivers have on the FP&A function and how teams can harness this to make future predictions
  • How to remain agile, adjust plans quickly, and improve forecast accuracy during times of disruption

2:35 PM - 3:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

3:10 PM - 3:40 PM ET

KEYNOTE PRESENTATION

Abstract coming soon! 

Victoria SilversteinVice President of FP&AHoliday Inn Club Vacations

3:45 PM - 4:35 PM ET

PANEL DISCUSSION: Goodbye Spreadsheets! – Reducing Human Error with AI & Cloud-Based Planning

Manual finance processes have long relied on spreadsheets and copying and pasting crucial information, resulting in detrimental errors that have costs organizations a fortune. Not only is there a large margin for human error, but spreadsheets are extremely time-consuming and there is an urgency for FP&A teams to say goodbye to this traditional process. Fortunately, finance professionals have been shifting to cloud-based financial applications and efficient automation to streamline the FP&A function.

Attend this panel discussion, which will discuss how to:

  • Focus on finance transformation efforts, including workflow automation tools to increase speed, efficiency, and cost optimization
  • Develop a cloud strategy and house data in a centralized location that is easily accessible for the entire finance team
  • Shift away from spreadsheets while addressing reluctant employees who do not wish to move away from manual processes

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.