Finance Leadership Forum 2020 December - Finance Strategy and Innovation in 2021 and Beyond - Argyle Executive Forum Events


Hindsight is 2020, and the year 2020 is one for the books. When CFOs and finance leaders reflect back to the start of the pandemic, most see a year in which perseverance led them to overcome unexpected obstacles.  

Although organizations have remained resilient and conquered unforeseen hurdles, the future is still unknown, and the health crisis is far from over. So what lessons were learned and how do organizations prepare for a new, hopefully better, year of 2021?

CFOs and finance executives continue to focus on core principals including FP&A, budgeting, technology transformation, adaptation to digital, and much more. The future may be unknown, but the value of finance and its operating teams has never swayed.

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

  • Remaining resilient and bracing for the unknown in 2021
  • Lessons learned and a reflection on successful strategies
  • Technology transformation and tools implemented during the crisis
  • Preparing for a new year of challenges and strengthening predictive analytics

Join Us at This Event













10 AM - 10:05 AM ET

Opening Remarks

10:05 AM - 10:35 AM ET

KEYNOTE: Trends and Tools Finance Professionals Can Use to Drive Commercial Thinking

Like never before, Finance Professionals are called upon to be trusted business partners. Finance professionals are at the front line of business initiatives and trends such as digital transformation and AI. We explore some trends in finance and examples of commercial initiatives that create value.

This keynote will address:

  • Embracing new strategies to streamline technology processes
  • Supporting remote finance teams and implementing contactless models
  • Collecting and evaluating data to improve performance


Rahul HandaHead of Commercial, Vice President - Finance, Strategy & Market DevelopmentInframark

10:40 AM - 11:30 AM ET

PANEL DISCUSSION: Crawl, Walk, Run - Practical Steps to Achieve AI Insights for FP&A *CPE Eligible*

In today’s business environment, companies need more from finance than financial statements and reports. They need predictive, data-driven insights that shape future business strategies and improve real time decision-making.

This is easier said than done as Finance Departments are facing larger volumes of data than ever before; data generated by customers, products, and suppliers. With analytics, it is possible to bring finance into the future with predictive modeling, detailed analysis, and insights from Artificial Intelligence (AI).

This session will explore how to:

  • Make investment and operating decisions by leveraging data driven analysis from all data (e.g., finance, HR, Sales)
  • Forecast future financial outcomes based on historical, trend and market data
  • Improve time to delivery and accuracy of financial reports and models


Dipti AroraHead of FP&AA10 Networks


Rishi GroverCo-founder and Chief Solutions ArchitectVena

Bill GuerreroVice President for Finance and AdministrationIthaca College

Keith NealSenior Vice President & Chief Financial OfficerAdvocates

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP: Integrated Strategy Management - Make Your Number

If your business unit strategy is consistently not meeting expectations, this may result in subpar financial performance. Many businesses fail to align strategy and investments with plans throughout their organization. Losing visibility to strategy and execution during the year results in lost opportunities, disappointments, and wasted resources. Fortunately, Integrated Strategy Management (ISM) and Integrated Business Planning (IBP) connects strategy to plans and ensures the alignment, execution, and delivery of the business unit budget and strategy.

Join this session to learn more about more about ISM and how to consistently make your number.

  • Integrated Strategy Management (ISM) – What is it, and how is it used to achieve the budget and long-term strategy?
  • Your company 401k – Portfolio role,  investment alignment, and making sharp choices.
  • Business Playbook – Ask the right business questions, get the right answers, make your number.

Hosted by: Oliver Wight

Jimmy DixonPrincipalOliver Wight Americas

Marc BergeronPrincipalOliver Wight

12:10 PM - 1 PM ET

EXECUTIVE ROUNDTABLE: 12 Best Practices in Financial Planning & Analysis

Most CFOs are not happy with their Financial Planning and Analysis process, believing it delivers too little value and eats up too many resources.

As a result, they often ask “What are Best Practices in Financial Planning &  Analysis?”

To date, the answers have been based on conventional wisdom, anecdotes, and popular trends propagated by finance magazines. What’s been lacking is hard data… until now.

During this exclusive executive roundtable discussion, we will take a deep dive into the “12 Best Practices of FP&A,” and you will take away key information to help drive financial analysis in your organization, and connect the dots between operational measures and financial outcomes.

***Please note that this is a closed door, invitation-only session. To be added to the waitlist for the event, please email

Lawrence ServenRegional DirectorBOARD International


Diana GurwiczCertified Master FacilitatorArgyle Group

12:10 PM - 1 PM ET

PANEL DISCUSSION: Forward Look at Finance & the Acceleration of Tech Trends *CPE Eligible*

Disruptive technologies including blockchain, robotic, and cognitive automation are paving the way to transition finance teams away from manual processes. These forthcoming advancements allow more time for finance teams to focus on value-added activities and analyses that will propel the business forward.

During this interactive panel discussion, we will explore:

  • Working in harmony with automations including RPA, AI, and ML
  • Understanding the market and watching out for the newest tech trends
  • Accelerating growth through new and innovative technology


Sue CheungChief Financial OfficerMarrone Bio Innovations


John HugoVice President, Financials Products and Go to MarketWorkday

Daniel Perez, CTPDirector, Treasury Horizon Blue Cross Blue Shield of New Jersey

Nick Brazis Senior Finance Director Honeywell Home – Resideo

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP: Streamlining Financial Consolidations in a Remote World

The financial close and consolidation process has always been tedious. These days, the task has become even more challenging. In a year unlike any other, organizations face the daunting task of reinventing their processes. Is your finance team prepared? Join us to discover how to make virtual collaboration easy using a streamlined workflow.

Attend this session to learn:

  • Why streamlining your processes is critical for financial consolidations and reporting
  • How your finance team can improve efficiency with business systems integration, standard content, and a harmonized data model to maintain a single source of truth
  • How you can equip your finance team to accelerate your financial consolidation processes and improve efficiency

Hosted by: Jedox & Pursuit IQ

Jim BraunManaging Partner & Senior Program ManagerPursuit IQ

1:35 PM - 2 PM ET

Afternoon Break

2 PM - 2:30 PM ET

KEYNOTE: Post-US Election Economic Outlook

Join this conversation with Sania Khan, Senior Economist with the US Federal Government, as she addresses the latest reading on the current economy and the 2021 economic outlook.

This keynote will discuss the latest take on:

  • The economy as we move into a post-election recovery
  • The risks ahead as we grapple with what will likely be a long process of rebuilding

Sania KhanFounder & Chief EconomistThe Millennial Economist

2:35 PM - 3:05 PM ET

THOUGHT LEADERSHIP: Leading at Speed - Leveraging Key Financial and Operational Signals to Drive Performance & Intelligent Planning

The 2020s started off with a major disruption caused by the COVID-19 pandemic, and the decade is likely to continually challenge the Office of Finance.  You will be challenged to navigate changes in an external environment combined with increasing internal business complexity as your organizations grow and evolve.  To conquer these complexities, Finance teams must help their organizations drive performance from daily and weekly financial & operational signals and fast-track investments to unleash the benefits of intelligent planning processes.  Attend this session to learn how your organization can prepare for the new era of performance management and lead at speed to drive a competitive advantage.

Attendees of this session will learn:

  • What is holding Finance back from adopting advanced analytics
  • How to move operational analytics ahead of month-end to drive performance
  • Whys to consider advanced analytics as part of an intelligent planning framework
  • The results leading organizations are gaining by digitally transforming their Finance teams, processes, and technology

Hosted by: OneStream Software

Scott SternSenior Director of Product MarketingOneStream Software

3:05 PM - 3:30 PM ET

Afternoon Break

3:30 PM - 4 PM ET

THOUGHT LEADERSHIP: Scenario Planning is Critical for Intelligent Forecasting in 2021 and Beyond

Business planning and financial forecasting have changed for the foreseeable future.  Given the continued economic volatility and uncertainty driven by COVID, companies need to find new ways to understand and assess how market conditions will impact their businesses.  Moreover, given that the market conditions are likely to remain in turmoil for many quarters to come, having an ability to consider “what if” scenarios in your planning process and the agility to modify these quickly to model outcomes, will be critical to success in planning and forecasting.

This session will address:

  • How leveraging external information and employing scenario planning to assess how economic, geo-political, and consumer factors are impacting their business is helping drive success at their business
  • How intelligent forecasting can enable all companies to identify the headwinds and tailwinds that will impact their business and how they can reduce the risks and maximize the returns that these force present

Hosted by: Prevedere

Rich WagnerCEOPrevedere

Andrew DuguayChief EconomistPrevedere

4:05 PM - 4:55 PM ET

FIRESIDE CHAT: Preparing for a Rebound – Do You Have the Right Finance Team in Place? *CPE Eligible*

The global pandemic forced organizations to let go of top talent across every industry, but what happens if there is a rebound? CFOs and finance leaders need to be prepared for an uptick in business and should start looking ahead at rebuilding teams. This gives finance an opportunity to evaluate what an ideal finance and accounting team looks like and the skills needed to capitalize on the eventual return to normalcy.

Join this fireside chat to learn:

  • How to find, hire, and retain the best finance talent
  • What role each new or existing finance team member will play
  • How to prepare for a rebound and develop a plan for the future

Tracy LevineChairman, CEO, Keynote Speaker, Corporate Culture Due Diligence, Executive CoachAdvantage Talent Inc

Judy RomanoVice President, Chief Financial Officer, Commercial & Technology IHG

4:55 PM - 5 PM ET

Closing Remarks

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

Field of Study: Finance
Level: Overview
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 3

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: