Argyle Digital: Finance Leadership Forum 2020 September - Argyle Executive Forum Events


As we approach the final months of 2020, Chief Financial Officers and finance executives brace for the tumultuous forecasts that had been predicted for fall, including a second wave of the coronavirus.

The pandemic has shocked the US economy to its core and whisperings of a recession from experts are being heard across the nation. CFOs can no longer rely on past financial references to make predictions for the future because the future of finance has breached an unknown territory.

Now, more than ever CFOs must remain steadfast in ensuring the survival of their organization — and look to one another to share lessons learned, challenges, and strategies used to overcome these once in a lifetime hurdles.

At the Argyle Digital Finance Leadership Forum some of the top minds in finance will gather to discuss:

  • Bracing and preparing your organization for a second wave of the coronavirus
  • Lessons learned and adapting to a new reality, while helping each other along the way
  • Strategies to strengthen an organization’s finance team, while promoting employee wellbeing
  • Potential economic damage COVID-19 will have on the US economy, and how this directly impacts your organization


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10:55 AM - 11 AM ET

Opening Remarks

11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: Disruption - Harnessing the Power of Change

Disruption happens unexpectedly, uprooting and changing the competitive landscape for impacted businesses. When faced with disruptive events, CFOs and finance executives are forced to quickly develop strategies in response to unforeseen circumstances. Finance teams who can adapt and pivot when faced with change, will ultimately protect their core business and benefit from harnessing the power of disruption.

Join this session to learn:

  • Finding alternate ways to compete
  • Pivoting your business during disruption
  • Investing in and adapting to change

Jim PetersonChief Financial OfficerPrice Chopper Supermarkets

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP: How Finance Leaders Can Build a Best in Class Resilience-Focused Planning Process

In this period of economic uncertainty, it is clear, more than ever, how important it is for the office of finance to have agility, real-time information access, and collaborative ability to improve the planning process.

As a finance leader, you need to quickly stabilize your operations and business to be able to rebound with resilient and sustainable financial processes in the future. Effective budgeting and planning for the office of finance will yield a stronger return to normalcy in time. It is essential to closely monitor financial and operational data for planning and analysis, and to create a reliable plan for business continuity and the eventual ramp-up back to operational normalcy.

In this session, we will discuss:

  • Why today’s conditions are accelerating the initiation of Finance Modernization to include cost optimization initiatives, cash flow planning & analysis and zero-based budgeting approaches to planning in readily available cloud environments
  • How to establish a path forward, as well as readjust an organization’s roadmap to resilience-focused planning
  • How to tie financial and operational data for enhanced planning and analysis in response to the COVID-19 disruption
  • C-level strategies and business models to navigate the current time (driver-based planning, scenario-based planning)

Hosted by: CCH Tagetik

Alessio LolliGeneral ManagerCCH Tagetik North America

12:10 PM - 1 PM ET

PANEL DISCUSSION: The Virtual CFO: Current & Impending Impact of COVID-19 *CPE Eligible*

As the third quarter period-end approaches, CFOs and finance executives are still navigating the transition to virtual including managing a fully remote workforce. Although the world is slowly emerging from the pandemic, the path to recovery remains tenuous amid a second wave of infections. Organizations must deal with the long-term repercussions of the global crisis. To strengthen their organization, finance teams are pressured to focus on forecasting to assure shareholders that the organization is prepared for whatever comes next.

In this session, topics of discussion will include:

  • Outlining specific plans to address business challenges
  • Modifying strategies and operations to strengthen the finance function
  • Developing an effective response during and after the COVID-19 pandemic

Hosted by: BlackLine


Mark PartinChief Financial OfficerBlackLine


Patrick VillanovaChief Accounting Officer BlackLine

Tom StoltzChief Financial Officer Portillo's

Ann AnthonyChief Financial OfficerOpal Fuels, LLC

1 PM - 1:30 PM ET

Lunch Break

1:30 PM - 2 PM ET

THOUGHT LEADERSHIP: Finance Leadership Lessons for Turbulent Times

Victor Casalino, CFO of Microsoft Americas, will share his reflections on how Finance can lead with resiliency and purpose through the turbulent times we are all facing, and how to accelerate the impact Finance can have within your organizations.

Hosted by: Microsoft

Victor CasalinoChief Financial OfficerMicrosoft Americas

2:05 PM - 2:35 PM ET

KEYNOTE: Finance Strategies During a Crisis: Cash Reserve Funds & Investments

2020 has been a tumultuous year, and as we enter the last two quarters, organizations continue to take any measures necessary to stay financially viable. Finance leaders have remained resilient, resorting to decreasing cash balances to reduce debt and reevaluating short-term investment portfolios. Executives must reassess their organization’s liquidity needs and strategize the use of cash reserves.

This session will explore:

  • Prioritizing cash reserves and investments
  • Deploying cash to increase capital and hiring
  • Operating effectively and efficiently to remain profitable

Guita SharifiChief Financial Officer Lifelong Learning Administration Corporation

2:40 PM - 3:10 PM ET

THOUGHT LEADERSHIP: The Expanded Role of CFO as “Mini-CEO"

The CFO or Finance Executive has always had an essential role in policy creation and enforcement as well as risk and liability management.  However going forward, the CFO will more and more be called upon to lead innovation and strategic planning in the rest of the enterprise, and in some cases function like a “Mini-CEO.”  Successful CFOs who undergo this role expansion and transformation will learn to master non-financial KPIs in other departments, leverage automation technologies, understand customer experience and satisfaction and retain top employee talent.

In this session key takeaways include:

  • How to leverage automation technologies
  • How to reskill and upskill for increased scope of work
  • How to add value across the enterprise

Hosted by: AppZen

Uri KoganVice President of Product Marketing AppZen

3:15 PM - 4:05 PM ET

PANEL DISCUSSION: FP&A: Predicting the Future & Strengthening Skillsets *CPE Eligible*

As finance teams ponder the future economic landscape, a reality sets in that the pandemic is far from over and there will be lasting, negative impacts post-crisis. FP&A continues to play a critical role in forecasting the future and these professionals are harnessing new skill sets to overcome unforeseen disruptions.

In this session, topic of discussion will include:

  • Creating efficient FP&A processes to deliver valuable insights
  • Preparing and planning for unprecedented events
  • Implementing FP&A into multiple levels of an organization

Hosted by: Anaplan


Dipti AroraHead of FP&AA10 Networks


Sara Baxter Orr, CPA & MBAGlobal Head of CFO PracticeAnaplan

Nayab SiddiqiChief Financial Officer and Head of StrategyREZY360 Inc.

Kenny CheungChief of Procurement The World Bank Group

4:10 PM - 5 PM ET

FIRESIDE CHAT: Challenge Your Perceptions: Disrupt Hierarchy and Empower Teams

Recent Grant Thornton surveys conducted from the winter through late spring suggest changes in how CFOs leverage their organizations and drive innovation. With an increasing struggle to focus on multiple capacities, it is even more important for CFOs to delegate, automate, and train their organizations.

Join us as we discuss trends that have emerged from Grant Thornton’s recent surveys.

Hosted by: Grant Thornton

Nick VellaniNational Managing Principal, Finance Transformation

Jess ParisiSenior ManagerGrant Thornton

Jacqueline SchuhSenior AssociateGrant Thornton

5 PM - 5:05 PM ET

Closing Remarks

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): 2

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



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.