Future of Finance Leadership Forum: Executing Long-Term Strategies to Maintain Profitability - Argyle Executive Forum Events

Overview

CFOs and finance executives have overcome unimaginable circumstances, and these resilient leaders continue to play one of the most crucial roles within an organization. With a successful vaccine campaign almost completed, finance teams can shift their focus to a swift rebound and steady recovery.

With a “new normal” in sight, CFOs and finance leaders are finally able to refocus their energy away from the devastating global pandemic to new, optimistic opportunities. Major trends for the remainder of 2021 include environmental, social and governance (ESG) efforts, shifting away from LIBOR (London Interbank Offered Rate), implementing new technologies, and utilizing AI for traditional accounting processes.

Finance leaders continue to lead their agile teams forward, towards success, and are prepared to meet unforeseen challenges head-on.

Join this insightful Argyle Digital: Future of Finance Leadership Forum to learn proven strategies for:

  • ESG reporting and responsible investing
  • Operating and motivating a remote finance team
  • Automating accounting processes
  • Evaluating the role of data analytics within accounting
  • Emerging blockchain and fintech trends
Join Us at This Event

Speakers

Agenda

 

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11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: Forward-Looking Finance – Reevaluating Investments & Strengthening Stakeholder Relationships

As we enter a post-pandemic era, progressive CFOs and their resilient finance teams have been forced to reevaluate how well they have positioned themselves for future success. Finance leaders must revisit the value of investments made and ensure they still support the overall goals of the enterprise, especially for continued growth and profitability. So, how do you determine which investments provide the most value and how can this be properly communicated to stakeholders?

In this opening keynote presentation, you will learn:

  • How to convey the importance of investments that are necessary for the finance function
  • Ways to address economic uncertainty to stabilize your enterprise
  • Methods for communicating with stakeholders and enhancing decision-making capabilities

Scott HuangSenior Director of FinanceStop & Shop

11:35 AM - 12:25 PM ET

FIRESIDE CHAT - Featuring TripActions

Abstract coming soon! 

12:30 PM - 1:20 PM ET

PANEL DISCUSSION: Sustainable Finance Focus – ESG Reporting & Responsible Investing

Companies of every size, especially larger corporations, are under pressure from investors, stakeholders, customers, and employees to harness sustainability initiatives and create a greener workplace. CFOs and finance executives are often responsible for implementing Environmental Social Governance (ESG) efforts to help promote responsible investing, protect employee wellbeing, and address environmental issues all while aligning these goals with the financial obligations of their enterprise.

Join this insightful panel discussion, which will address core ESG and Sustainability topics including:

  • Translating ESG reporting & strategies into financial metrics
  • Continuously reporting progress on sustainability goals and communicating these to stakeholders
  • Successfully managing all financial risks associated with ESG

Moderator:

Ann AnthonyChief Financial OfficerOpal Fuels, LLC

Panelists:

Madhuri RajuFormer Head of Reporting and Data AnalyticsConsumer's Energy

1:25 PM - 1:55 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

1:55 PM - 2:30 PM ET

Afternoon Break

2:30 PM - 3 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

3:05 PM - 3:35 PM ET

KEYNOTE PRESENTATION

Abstract coming soon! 

3:40 PM - 4:10 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

4:15 PM - 5:05 PM ET

PANEL DISCUSSION: Data & Predictive Analytics for Finance – Harnessing New Technologies and Upskilling Talent

Data is at the crux of the finance function, with CFOs and finance leaders relying heavily on data and predictive analytics to successfully forecast and plan for the future. Therefore, it is critical for finance executives to stay abreast to the most innovative and efficient technologies that will not only benefit the finance function but increase its overall capabilities. Upskilling finance talent will not only strengthen digital competencies, but it will bring a significant competitive advantage.

This engaging panel discussion will address:

  • Understanding the full advantages of data and predictive analytics to better predict, prepare, and plan for the future
  • Implementing new technologies that enhance the finance function, particularly in regard to data
  • Focusing on upskilling initiatives for finance team members and investing in employee capabilities

Moderator:

JaKela WalkerSenior Finance Director - Special ProjectsDSM

Panelists:

Zach DworkisSenior Principal Consultant - Reporting & Analytics ServicesWorkday

Anaïs LempereurVice President, Finance - Streaming/Pluto TVViacomCBS

Robert DavideAssistant Vice President - Corporate Finance OperationsNorthwell Health

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.