Future of Finance Leadership Forum 2021 January Live - Argyle Executive Forum Events

Welcome to the Future of Finance Leadership Forum, powered by Argyle Digital.

We have a full day of sessions for you. But don’t worry if you have to miss a few— they’ll be available on-demand for your viewing convenience. 

Below the agenda on this page, you’ll find our virtual “exhibit hall,” where you can engage our sponsor, and view or download insightful take-aways they have on offer.

Live sessions will open up 15 minutes prior to start time, and on-demand playback is available 30 minutes after the session has finished. 

Lastly, here’s an easy time zone converter to assist those located in a time zone other than US Eastern.

To join any Agenda session below, click the arrow to expand the Agenda section, then click the session name to launch that session.











11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: Welcome to 2021! Finance in the New Year

As the world starts talking about COVID-19 vaccines and the possibility of going back to some sort of normal, business leaders ask themselves how to plan for the future. As uncertain as it may seem, managing a business in such a world is not new. The banking industry does stress testing, the oil industry pioneered scenario planning, and decision trees have been long used in the pharmaceutical industry.

This session will help you understand:

  • Key success factors in leading finance organizations and businesses
  • Making difficult investment decisions in a world where the only certainty is change

Juan D. GomezFinance Director Immunology Global Commercial Strategy/R&DJohnson & Johnson

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP: 5 Strategies to Drive your FP&A Investment in 2021

Covid-19 has created a unique transformation opportunity for finance teams, where the need to rapidly change and manage the Office of Finance with technology is now essential. Now that it’s the start of the New Year, many companies are preparing for new technology investments. According to leading analysts, financial planning and analysis solutions (FP&A) will make up a significant portion of that investment. Because of this, finance teams need to be laser-focused on how FP&A technology will help them overcome the hurdles created by the pandemic, as well as accelerate the modernization of their finance processes.

Join us for this engaging session as we discuss:

  • Implementing new technologies and initiatives to drive growth
  • Meeting the increased demand for forecasting, information, and analysis
  • Scenario planning – Reducing reaction time to unforeseen events
  • Taking advantage of Human Capital to advance strategic planning
  • Additional steps you should take to ensure your new software investments align with your future FP&A needs

Hosted by: Wolters Kluwer CCH Tagetik

Anton NiculescuManaging Partner at Spoke GlobalSponsored by Wolters Kluwer CCH Tagetik

12:10 PM - 1 PM ET

PANEL DISCUSSION: Fintech Innovations – Automating and Improving the Finance Process *CPE Eligible*

Financial Technology (Fintech) seeks to improve and automate finance processes, allowing organizations to leverage financial operations. Through various software, finance teams are able to better manage their teams and create more efficient procedures. Fintech is innovative and continues to disrupt the finance function in a positive manner.

This session will explore:

  • Leveraging fintech to innovate finance within your organization
  • Improving processes with technological advances
  • Advancing security measures to protect organizational and customer data


Teddy CollinsSenior Director, Corporate Finance & IRSeatGeek


Priya EmersonVice President, Corporate Financial Planning & Analysis Grainger

Nafeh MasoodExecutive Director, Finance and Student Services ProjectsNew York University

Tom PeffProduct Marketing DirectorWorkday

1:05 PM - 1:35 PM ET

KEYNOTE: Future Look at Diversity, Equity and Inclusion - Envisioning Strategies and Creating the Path Forward

This past year brought a global pandemic, shone a light upon a nation still struggling with mistreatment and oppression, and brought forth a challenge to our democracy. Now, more than ever, a high functioning organization needs a renewed commitment to diversity, equity, and inclusion. A diverse workforce increases employee satisfaction, reduces turnover, strengthens company culture, and elevates collaboration amongst leaders.

Join this keynote presentation, which will address:

  • How diversity, equity and inclusion is being redefined within organizations
  • 2020’s impact on diversity initiatives and how has this impacted organizations
  • The positive relationship between diversity and financial performance
  • How you can promote diversity, inclusiveness, and equal opportunities
  • Formulating strategies to increase diversity measures and get an entire organization on board with these efforts
  • How can a company who is not currently diverse, start diversifying today?

Jeanette WadeChief Financial Officer Ascentria Care Alliance

2 PM - 2:50 PM ET

PANEL DISCUSSION: Using Intelligent Forecasting to Plan Amidst the Continued Uncertainty of 2021 *CPE Eligible*

2020 was a year of unprecedented economic turmoil affecting nearly every business sector globally.  In a December 2020 survey, 70% of global business leaders responding indicated that they do not expect “business as usual” until the second half of 2021 or 2022.  In other words, uncertainty and volatility are likely to remain for the better part of 2021.  In the same survey, business leaders also indicated that planning more frequently and encompassing various scenarios in their planning will be keys to successfully navigating the turmoil.

In this session, the distinguished panel will share ideas and best practices for scenario planning and intelligent forecasting for 2021 and beyond.


Eli LindesManager, ERP, EPM, and Analytics Transformation PracticeThe Hackett Group


Nayab SiddiqiChief Financial Officer and Head of StrategyREZY360 Inc.

Glen ParrilloVice President of Finance and ControllerAccuWeather

Rich WagnerCEOPrevedere

2:55 PM - 3:25 PM ET

KEYNOTE PRESENTATION: The Evolving Role of FP&A in 2021 and Beyond

Even with the year 2020 behind us, the role of FP&A continues to evolve and remains a critical part of the finance function. FP&A teams are still reevaluating the models needed to develop effective financial forecasts and plans, especially during a time of uncertainty. As the role of these finance professionals grows in importance, there is increased pressure to forecast financial outcomes, especially those closely related to economic variables.

In this keynote presentation, topics will include:

  • Understanding the impact of accelerated digitalization
  •  Introduction to Artificial Intelligence in FP&A
  •  Evolving role of the FP&A professional (focus on soft skills)


Saurabh JainVice President, Business Performance ControllingSiemens Healthcare

3:30 PM - 4:20 PM ET

PANEL DISCUSSION: D&I Initiatives to Strengthen Your Finance Team *CPE Eligible*

Diversity, equity, and Inclusion (DEI) has continued to be a top priority for organizations. Finance teams are becoming more diverse in terms of gender, ethnicity, and culture, and DEI has a significant social and workplace impact. Addressing and implementing strategies for your finance team is critical for long term success, and a more diverse team can be leveraged as a competitive advantage.

In this panel discussion, topics will include:

  • Implementing D&I initiatives to appeal to the next generation of finance professionals
  • Hiring diverse talent to add value to your finance team and organization
  • Establishing a diversity brand and promote your organization’s efforts


Femi FaoyeHead of Real Estate Finance - GlobalWeWork


Rochelle Bailey PriceVice President of Shared ServicesMiller Electric Company

Kelli LindsayVice President, Finance & IT IDEX Corporation

Natalia DixonSenior Finance Manager for Global IT & Global Workplace, NA & LAAdidas

4:25 PM - 5:15 PM ET

FIRESIDE CHAT: Scenario Planning – Strategizing During Uncertainty *CPE Eligible*

As finance teams navigate the new year, FP&A professionals are tasked with scenario planning and creating data to help predict the future. So, how can teams create this data to make predictions? The goal is to define uncertainties and develop scenarios in order to discuss the findings from each, which will in turn provide insight into what is most likely to happen.

Join this interactive panel discussion, which will address:

  • Identifying driving forces that may impact your organization
  • Analyzing an array of scenarios to help predict plausible outcomes
  • Making these predictions actionable to benefit your organization

Victoria SilversteinVice President of FP&AHoliday Inn Club Vacations

Summer RedmonVice President, Finance & Accounting Vera Whole Health


Be sure to explore our virtual “exhibit hall” below during breaks and downtime. Each row represents a sponsor’s “booth.” Click on the tiles to learn more about our sponsor and gain valuable insights.