Welcome to Argyle Digital: Finance Leadership Forum September - Argyle Executive Forum Events


Welcome to the Financial 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 sponsors, 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: 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

1:30 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


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 sponsors and gain valuable insights.