Future of Finance Leadership Forum 2021 January - Progressive Planning & Forecasting 2021 - Argyle Executive Forum Events

At last, we have arrived in the New Year of 2021! 2020 was tumultuous, a time that will forever be referred to as the year everything went wrong.

Although the clock struck midnight, ringing in the New Year with new beginnings, what does 2021 really hold?

Looking back at 2020, Finance professionals have overcome incredible unforeseen disruption, persevered despite global chaos, and adapted to the new reality in the blink of an eye.

Post-election and mid-Covid-19, finance teams are tasked with continuing D&I initiatives, hiring & retaining the best talent, implementing digitization operations, addressing sustainability issues, assessing key investments, and prioritizing FP&A.

Join us at the Future of Finance Leadership Forum on January 27, 2021, where top minds in Finance will address:

  • Lessons learned in 2020 and recovery in 2021
  • Preparing for future unforeseen challenges, and harnessing the power of disruption
  • How the C-suite has evolved and the role of the CFO alongside CEO & COO
  • Meeting the increased demand for forecasting, information, and analysis
  • Expanding the FP&A talent pool through remote work
  • Implementing new technologies and initiatives to drive growth
  • The evolving role of FP&A as a critical part of finance
Join Us at This Event












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

1:35 PM - 2 PM ET

Lunch Break

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

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 4

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to cpe@argyleforum.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.

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



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.

Katherine Motlagh is the Chief Financial Officer for the EMEA and LATAM regions at American Tower Corporation, a leading global developer, owner and operator of telecommunications real estate headquartered in Boston, Massachusetts. A financial executive with extensive experience in public accounting and financial leadership roles, Ms. Motlagh has a successful record in managing highly diverse organizations. Prior to joining American Tower, she served as Customer Unit/Delivery Unit CFO at Ericsson, and prior to that, as Divisional CFO/Senior Business Controller at Nokia. Ms. Motlagh also has held a variety of finance and accounting leadership roles at organizations such as Nextel Communications, AmerisourceBergen and Coopers & Lybrand (now PricewaterhouseCoopers). She is both a licensed Certified Public Accountant and a Certified Management Accountant and has served on a non-profit Board for the IMA Europe.