Financial planning and analysis (FP&A) remains a critical finance function that continues to evolve, taking on more duties than ever before. CFOs and their finance teams are able to harness the power of FP&A to predict, plan, and prepare for the future, strengthening the overall wellbeing of the entire organization.

Excel spreadsheets and manual processes have become things of the past, and modern FP&A teams are automating financial processes to be more efficient, effective, and successful than ever before. Cross-department collaboration, digital transformation, the unification of data, and driving modernization will also take priority in the new year of 2023.

Join this exciting end-of-year CFO Leadership Forum with an FP&A focus to uncover new best practices for your organization. You will also learn:

  • How cross-department collaboration is a gamechanger for any organization, promoting communication and streamlined processes
  • The hottest trends and technologies that will take precedence in the new year
  • Ways to get started on your digital transformation journey to improve the entire finance function
  • How to overcome reluctance to change from employees, especially when automating traditional, manual processes
  • What an efficient and successful FP&A team looks like and best practices to how to keep your employees engaged


Jon Bruflat

Vice President Finance
Vantage West Credit Union

Monika Ciesielczyk

Head of Global FP&A

Rina Kacker

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

Matt McFadden

Director, Business Finance

Philip Peck

Vice President, Advisory Services and Finance Transformation Practice
Peloton Consulting Group

Sumita Saini

Senior Vice President, Enterprise FP&A & Commercial Finance

Ashley Taylor

Vice President of Finance
Mouser Electronics

Sindy Wilson

Vice President, Finance Transformation

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.


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

Group Head of Commercial and Vice President of Finance, Contract Operations

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Saurabh Jain

Vice President, Business Performance Controlling
Siemens Healthcare

Christian Mezger

Executive Vice President & Chief Financial Officer

Summer Redmon

Vice President, Finance & Accounting
apree health

Amit P. Shroff

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