2017 Chief Financial Officer Leadership Forum

Tuesday, May 9, 2017 | Los angeLes

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agenda

2017 Chief Financial Officer Leadership Forum (Los Angeles)

Tuesday, May 9, 2017 | 8:00aM – 4:45pM

8:00am – 9:00am

Breakfast

9:00am – 9:10am

argyLe exeCuTive ForuM opening reMarks FeaTuring dean diTTo

Dean DittoChief Financial OfficerDental Lab Holdings

9:10am – 9:50am

keynoTe presenTaTion FeaTuring guess

Sandeep ReddyChief Financial OfficerGuess

agenda

9:55am – 10:15am

ThoughT Leadership spoTLighT FeaTuring adp:

“HR’s Strategic Evolution: What Finance Needs to Know”

HR is going through a major evolution as it pivots to being a provider of business insight. As it goes through this change, Finance may be called upon directly or indirectly to support this evolution. Find out what is driving the change and what Finance can do to help support this transformation in how HR relates to the rest of the business.

Dino ZincariniProduct EvangelistADP DataCloud

10:15am – 10:40am

Networking Break

agenda

10:40am – 11:30am

paneL disCussion:

“Driving Business Agility in the Finance Function”

Session topics include, but at not limited to:

• In an era of digitalization, what responsibility around technology has the finance & accounting taken on in a changing global economy?

• What are some best practices for managing technology spend and promoting innovation? • How are business process services impacting the financial landscape?

• How can finance and accounting leverage technologies to cut costs and achieve business agility? How has it helped you achieve organizational goals and what has it enabled your business to accomplish?

• How has it improved the consumer experience? • How has it helped you hedge against competitive threats? • Where does the true value lie and how can security concerns be mitigated with the implementation of new technologies?

• How are you working with your current teams to update and increase their current skill set, especially when it comes to technology?

• When hiring, how do you achieve a good balance of strategy and execution? • Which KPI’s do you use to evaluate the quality & efficiency of your team? • Do you have a long-term vision for your finance & accounting team?

Moderator:Dan MurrayChief Financial OfficerDollar Shave Club Panelists:Michelle AlfonsoVice President, ControllerOpenX

Tim DelosoVice President & TreasurerWarner Bros.

Kelly PhillipsBusiness Transformation LeaderHalyard Health

Michael WhitmireCEOFloQast

* Please note that this session will be off the record.

agenda

11:35am – 11:55am

ThoughT Leadership spoTLighT FeaTuring MoTus:

“The Growing Mobile Workforce: How CFOs can Leverage Data & Technology to Tackle New Business Pressures”

Your expanding mobile workforce puts new risk and financial strain on your organization at a time when it is vital to find new sources of growth and maximize profitability. During this session, we will discuss the ways technology and next-generation business intelligence can improve visibility into your workforce, improve legal and accounting compliance, and reveal actionable areas of cost savings.

Danielle LackeyGeneral CounselMotus

11:55am – 12:15pm

Networking Break

agenda

12:15pm – 1:00pm

paneL disCussion:

“The CFOs Evolving Role as Chief Influencer”

Session topics include, but are not limited to:

• How are you acting as the agent of change for the organization and furthering the strategic value of CEO-CFO partnerships?

• How are you creating smarter, efficient work patterns throughout the organization?

• How is the CFOs influence expanding beyond just the finance and accounting function (collaboration with IT, HR, etc.)?

• Discuss leveraging business intelligence to drive value.

• Best practices to effectively automating the finance office and improving business processes.

• Discuss how your team is evaluating major political, regulatory and economic factors that will impact the business climate in 2017.

Moderator:Sunny DonenfeldSenior Assoc. Dean for Finance & Administration and CFOUSC Marshall School of Business Panelists:Gregg GoldmanSenior Vice President, Business Affairs & Chief Financial OfficerThe University of Arizona Ed GromannPresidentJedox Ravi MallelaSenior Vice President, Head of FinanceFirst Republic Bank Mandana SadighSenior Vice President and TreasurerMattel

1:00pm – 2:00pm

Lunch

agenda

2:00pm – 2:35pm

Fireside ChaT FeaTuring doLLar shave CLub and MaTTeL

Dan MurrayChief Financial OfficerDollar Shave Club

Interviewed by:Brian DonahueVice President, Finance Global Development and Product SupplyMattel

2:35pm – 2:55pm

Networking Break

2:55pm – 3:35pm

keynoTe session presenTaTion FeaTuring FarMers:

“Customer Experience and the CFO”

Today, customers are more educated, more empowered, and have more options available to them. While most companies acknowledge this and put ‘Customer Experience’ as a top business priority, talk is cheap. How do companies execute on this priority and what is the CFOs role?

• Identifying ‘the customer’ based upon their needs and the company’s value proposition.

• Educating the company about customer experience

• Building an infrastructure to allow the customer to do whatever they want, whenever they want, and however they want.

• Objectively assessing the validity and performance of each investment against the customer experience, using both financial and non-financial data

Scott GriffithsChief Financial Officer, MarketingFarmers Insurance Group of Companies

agenda

3:35pm – 3:45pm

argyLe exeCuTive ForuM CLosing reMarks FeaTuring dean diTTo

Dean DittoChief Financial OfficerDental Lab Holdings

3:45pm – 4:45pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

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parTners

Thought Leadership spotlight & networking partner

For companies with mobile employees that drive more than 5,000 business miles per year, Motus is the most accurate vehicle management and reimbursement platform available.

Through its sophisticated configuration engine and easy-to-use platform, Motus significantly reduces costs, ensures compliance with IRS and corporate policies, eliminates the possibility of mileage fraud, and reimburses mobile employees exactly what they deserve.

Simply put, Motus keeps the mobile workforce in motion.

Thought Leadership spotlight partner

Powerful technology plus a human touch. Companies of all types and sizes around the world rely on ADP’s cloud software and expert insights to help unlock the potential of their people. HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce. For more information, visit http://www.adp.com/business.

Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. To learn more, visit anaplan.com.

panel partners

parTners

FloQast is a leading developer of close management software, created by accountants for accountants to close faster and more accurately. Working with accounting teams’ existing checklists and Excel, FloQast provides a single place to manage the month-end close and gives everyone visibility. FloQast customers close on average three days faster. The award-winning solution is trusted by hundreds of accounting departments, including those at Twilio, Nutanix, Zillow and The Golden State Warriors. To learn more, visit www.floqast.com and join the conversation on Twitter @floqast.

panel partners

Jedox simplifies planning, analysis, and reporting with one unified and cloud-based software suite. Jedox empowers decision makers and business users across all departments and helps them work smarter, streamline business collaboration, and make insight-based decisions with confidence. Already 1,900 organizations in 127 countries are using Jedox for real-time planning on the web, the cloud, and on any device. Jedox is a leading Business Intelligence and Corporate Performance Management solutions provider, available globally through over 180 certified business partners. Learn more about Business-Driven Intelligence at www.jedox.com

breakout session partners

Host Analytics is the leader in cloud-based enterprise performance management (EPM), offering a unified platform for modeling, planning, consolidation, reporting, and analytics. Host Analytics customers benefit from improved business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Sanmina trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with customers in over 90 countries.

parTners

breakout session partners

OneStream Software is a privately held software company created by the same team that invented the leading financial solutions of the last decade. We provide a unified Corporate Performance Management (CPM) platform which enables the enterprise to simplify financial consolidation, reporting, budgeting and forecasting for complex organizations. Powerful extensibility enables the enterprise to deliver additional analytic solutions without adding any technical complexity. By delivering multiple solutions in one application, we offer increased capabilities for financial reporting and analysis while reducing the risk, complexity and total cost of ownership for our customers. We are driven by our mission statement that every customer must be a reference and success.

For more information, visit OneStream Software http://www.onestreamsoftware.com or on Twitter @OneStream_Soft.

parTners

senior supporter partners

BOARD International is the #1 decision-making platform for organizations of any size.

Founded in 1994, BOARD International has enabled more than 3,000 companies worldwide to rapidly deploy Business Intelligence, Corporate Performance Management and Analytics applications on a single unified and programming-free platform.

BOARD provides seamless solutions for:• Reporting and Business Analytics• Budgeting, Planning & Forecasting• Profitability Modelling and Optimization• Simulation and What-if Analysis• Scorecarding and Strategy Management• Financial Consolidation

Thanks to its programming-free toolkit approach global enterprises such as Acer, DHL, H&M, Mitsubishi, NEC, Puma, Siemens have rapidly deployed end-to end decision-making applications in a fraction of the time and cost associated with traditional solutions.

Implemented in over 100 countries, BOARD has 21 offices around the world and a global reseller network.

Wolters Kluwer (AEX: WKL) enables finance, legal, tax, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts.

We understand the complex challenges that face the Office of the CFO and translate that knowledge into intuitive, enterprise-scale CCH® Tagetik performance management software solutions that drive business results.

With over 180 years’ experience in the markets we serve, Wolters Kluwer is lifting the standard in software, knowledge, tools and education. For more information, visit www.tagetik.com and www.wolterskluwer.com.

The BOARD platform allows companies to achieve a single, accurate and complete view of the business and full control of performance across the entire organization, from strategic formulation down to operational execution.

parTners

senior supporter partners

Working side-by-side with our clients, we deliver solutions that integrate vital finance and management functions and transforms data into information and actionable insights. From reporting, planning and analysis, business intelligence, Big Data, and advanced analytical applications, or customizing scorecards and executive dashboards, we provide our clients with the ability to make critical decisions that matter.

Ecova makes businesses and utilities more successful through global energy and sustainability management. We blend data and technology, with people and insight, delivering measurable results. In the last 3 years, Ecova has identified $2.7 billion dollars in savings for business clients. Powerful data, gathered from the largest portfolio of business sites and residences, allows us to shape business strategies that help clients reduce consumption, increase returns, lower risk and enhance reputations. With 50 utility clients and over 900 multi-site business clients, we serve a multitude of industries with their energy and sustainability management needs.

Point B, Inc. helps organizations form, execute, and thrive. With capabilities including Management Consulting, Venture Investment and Advisory, and Property Development, our integrated businesses provide value to the organizations and communities we serve. Our 100% employee-owned firm was named a Best Workplace in the United States by Fortune magazine, and is regularly honored as an exceptional place to work.

Taulia, the fastest growing SaaS platform for Supplier Financing, transforms every invoice into a revenue opportunity through automating and maximizing supplier discounts. Regardless of whether the early payment is funded by the buying organization, bank, or third-party financier, Taulia ensures that all invoices are always available for early payment and discount revenue is always adding to the bottom line. Some of the most innovative brands in the world rely on Taulia, including Coca-Cola Bottling Co. Consolidated, Pfizer, Pacific Gas & Electric, Hallmark, and many other Fortune 500 companies. For more information, visit http://www.taulia.com.

parTners

networking partner

Organizations typically use multiple, stand-alone systems for reconciliation and certification. To increase operational efficiency and control, forward-looking organizations are integrating their reconciliation and certification processes to provide a single view of the balance sheet based on accurate, real-time information. This dramatically reduces the time and cost associated with manual exception research and interventions – and achieves a significantly faster financial close.

Fiserv is the only technology partner to provide a fully integrated reconciliation and certification solution. Although other vendors have tied together reconciliation and attestation systems as part of their sales proposition this only occurs in name. These continue to use snapshots of balance-level data and file-level data transfer for attestation, which makes root cause analysis cost-ly and time-consuming. Other solutions that claim to provide a fully integrated approach also offer limited scalability in this high-volume environment.

The Frontier™ reconciliation solution from Fiserv maximizes efficiency and control because it integrates, automates and standardizes the end-to-end reconciliation process. It can support your growth agenda in the short, medium and long term, through its modular design and the capacity to handle millions of transactions a day.

Fiserv, Inc. (NASDAQ: FISV) enables clients to achieve best-in-class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more than 30 years, Fiserv has been a leader in financial services technology, and today is among FORTUNE® magazine’s World’s Most Admired Companies and Forbes magazine’s America’s Best Employers.

www.financialcontrol.fiserv.com

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May 10, 20172017 human Capital Leadership Forum (Chicago)Chicago, iL

Perspectives by:

• Jackie Gordon, Senior Vice President and Chief Human Resources Officer, YMCA of the USA

• Ed Flowers, Senior Vice President & Chief People Officer, World Kitchen

• Kimberly Bors, Senior Vice President, Human Resources, Schneider Electric

• Namrata Yadav, Senior Vice President, Head of Inclusion Strategy and Diversity & Inclusion Learning, Bank of America

• Amanda Dunn Kelly, Senior Vice President, Learning & Leadership Development Executive, Bank of America

• Sarah Smith, Director of Talent Management, Marathon Oil Corporation

• Ron Porter, Executive Vice President & Principal Consultant, Linkage

• Danielle Dietrich, Director of Talent Management, Baxter

• Angela Craft Williams, Vice President, Human Resources, Fifth Third

• Peggy Boyer, Principal Consultant, Linkage

• Cynthia Hiskes, Chief People Officer, Cars.com

• Jeff Krautkramer, Vice President, Human Resources, IDEX Corp.

• Rohini Shankar, Vice President, Human Resources, GE Capital

May 16, 20172017 Cio Leadership Forum - data strategy & innovation (boston)boston, Ma

Perspectives by:

• Srini Purohit, Senior Vice President and Chief Architect, Fidelity Investments

• Stan Kreydin, Global Chief Technology Officer, Wyndham Worldwide Corporation

May 17, 20172017 Cx Webinar: debunking 10 Myths around Cx and Modern service (virtual event)virtual event

Perspectives by:

• JP Saunders, Senior Director, Strategy, Oracle

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May 18, 20172017 Chief Financial Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:

• DeRetta Cole, PhD., Chief Human Resources Officer, YMCA of the USA

• Denise Dettingmeijer, Chief Financial Officer, North America, Randstad

• Bona Allen, Senior Vice President & Chief Financial Officer, Kajima Corporation

• Naveed Anwar, Chief Financial Officer, MagMutual Insurance Company

• Leonard Hicks, Vice President and Chief Financial Officer, Air Mobility & Maritime Missions, Lockheed Martin

• Rob Hughes, Division CFO, Vice President of Finance, Kimberly-Clark

• Monalisa Chowdhury, Vice President, Finance, Primerica

• Shimika Wilder Jones, Vice President, Finance, The Weather Channel

• Peter Leber, Vice President, Finance, Newell Rubbermaid

• Carol Dillon Kissal, Vice President, Finance and Chief Financial Officer, Emory University

May 23, 20172017 Leadership in e-Commerce (dallas)dallas, Tx

Perspectives by:

• Will Pinnell, Vice President, Digital and Product Strategy, BCD Travel

• Julie Filion, Vice President, E-Commerce & Digital Marketing, MoneyGram

• Ajit Sivadasan, Global Vice President & GM, eCommerce, Web, Sales & Marketing, Lenovo

• Gabe Mattingly, Head of Ecommerce, Kimberly-Clark

• Julie Cary, Chief Marketing Officer, La Quinta

• Angela Yochem, Senior Vice President & Chief Information Officer, Rent-A-Center

• Lety Nettles, Vice President, Digital Innovation, Rent-A-Center

• Ali Ijaz, Global Digital Marketing Lead, 3M

upCoMing evenTs

June 1, 20172017 Financial services Forum: Marketing & Technology innovation (new york)new york, ny

Perspectives by:

• Deirdre Bigley, Global Chief Marketing Officer, Bloomberg

• Ritchie Vener, Chief Marketing Officer, York Risk Services Group

• Amanda Rubin, Global Co-Head, Brand and Content Strategy, Goldman Sachs

• Kip Morgan, Head of Media and Brand Analytics, Prudential

• Stephen Jalkut, Head of Marketing, Tokio Marine Holdings

• Brian Becker, Executive Director, Head of Content, Digital Team, JP Morgan Chase

• Lucy Zachman, Managing Director - Digital Marketing, Synchrony Financial

• Aniko DeLaney, Global Head of Corporate Marketing, Managing Director, BNY Mellon

• Debra Feresten, Head of Marketing & Communications, AXA

• Larry Nagel, Head of Online Marketing, MetLife

• lloyd balman, Head of Experiential Marketing, TD Bank

• Nancy Brennan, Managing Director, Head of Marketing, Global Banking & Markets, Bank of America / Merrill Lynch

• Tiffany Perkins-Munn, Global Head of Client Analytics, JP Morgan Chase

• Elyse Southwell, Vice President of Advertising & Digital Sales, NASDAQ

• Alex Cavalieri, Vice President, Digital Marketing, BlackRock Financial Management

• Bridgette Thompson, Head of North American Marketing, Aviva Investors

• Drew Kettering, Managing Director, TIAA Digital, TIAA

June 6, 20172017 Chief Information Officer Leadership Forum (New York)new york, ny

Perspectives by:

• Kenneth Corriveau, SVP & Chief Information Officer Worldwide, Omnicom Group

• Jane Aboyoun, Global Head, Digital Innovation, The Estée Lauder Companies

• Phillip Miller, Head of Infrastructure & Technical Engineering, Brooks Brothers

upCoMing evenTs

June 6, 20172017 Chief Marketing Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:

• Elizabeth Ward, Chief Marketing Officer, United Way

• Gerardo Kerik, Vice President, Brand Strategy & Digital Marketing, Turner Broadcasting System

• Xavier Roussel, Vice President, Marketing and Sustainability, Dole Food

• Kathy Neumann, Vice President, Brand & Retail Marketing, Carter’s

• Tina Starkey, National Head of Social Media, American Cancer Society

June 8, 20172017 Leadership in digital Marketing Forum (san Francisco)san Francisco, Ca

Perspectives by:

• Tracy Cioffi, Senior Vice President, Marketing & Digital, Sur La Table

• Doug Milliken, Vice President, Digital Experience Transformation, Clorox

• Eric Markowitz, Head of Global and Digital Marketing, Western Union

• Josephine Chew, Vice President, Digital Marketing, Wells Fargo

• Kapil Raina, Vice President, Product Marketing, HyTrust

• Niloy Sanyal, Chief Marketing Officer, Software and Analytics, General Electric

• Girish Balasubramanian, Vice President and General Manager, Product Management, Operations and Analytics, Western Union

• Brent Hall, Head of Digital, Nokia

June 15, 20172017 Leadership in supply Chain & procurement (Chicago)Chicago, iL

Perspectives by:

• Louis Cheung, Head of Supply Chain Management, Arkema

• Michael Hewitt, Associate Professor, Director of Supply Chain Management, Loyola University of Chicago

upCoMing evenTs

June 20, 20172017 Chief Legal Officer Leadership Forum (Washington)Washington, dC

Perspectives by:

• Sam Eberts, Chief Legal Officer, Corporate Secretary & SVP of Corporate Affairs, LabCorp

• Leslie Thornton, Senior Vice President, General Counsel & Corporate Secretary, Washington Gas

• Theresa Coetzee, Vice-President & Assistant General Counsel, Marriott

• Amy Inlander Minniti, Vice President, Deputy General Counsel, Washington Nationals

• Sumara Thompson-King, General Counsel, National Aeronautics and Space Administration (NASA)

June 20, 20172017 Leadership in e-Commerce Forum (Los angeles)Los angeles, Ca

Perspectives by:

• Aaron Wahle, Senior Vice President, International Digital Marketing, Sony Pictures Entertainment

• Lisa Archambault, Head of Global Advertising, Caesars Entertainment

• Anne Coelen, Head of Marketing, eCommerce, Playboy Enterprises

• Ujjwal Dhoot, Vice President, Marketing, Charming Charlie

• David Goodrich, Vice President, Digital Strategy and E-Commerce, 20th Century Fox

• Drew Leahy, Chief Technology Officer, CoFounder, SnapSuits

• Kim Salzer, Chief Marketing Officer, Hyperloop Technologies

• Robin Schroder, Vice President, International Marketing and Promotions, Lions Gate Entertainment Corp.

• Pash Pashkow, Vice President, Brand Management & Creative Development, Disney ABC Unlimited

• Dea Lawrence, Chief Marketing Officer, Variety

• Erin O’Malia Gehan, Chief Marketing Officer, Candy Club

• Dave Beveridge, Vice President, eCommerce, Planet Blue

• Carlos Saavedra, Head of Culture Marketing & Innovation, PepsiCo

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June 20, 20172017 Chief Information Security Officer (CISO) Leadership Forum (San Francisco)san Francisco, Ca

Perspectives by:

• Thomas Borton, Chief Information Security Officer, San Francisco International Airport

• Eric Svetcov, Chief Security Officer & Chief Privacy Officer, MedeAnalytics

• Raj Patel, Chief Information Security Officer, City of Palo Alto

• Floyd Fernandes, Vice President & Chief Information Security Officer, CBS Interactive

• Tom August, Chief Information Security Officer, John Muir Health

september 1, 20172017 Marketing & Technology in Financial services (san Francisco)san Francisco, Ca

Perspectives by:

• Jonathan Alloy, Vice President, Wholesale Banking Product Management, Wells Fargo

• Jennifer Heyman, Vice President, Digital & Social Media, Wells Fargo

• Rahul Todkar, Vice President, Marketing Analytics and Enterprise Data Science, Charles Schwab

• Karen O’Brien, Vice President, Global Social Media, Western Union

• Rinoti Amin, Head of Marketing Strategy - Latam, PayPal

• Marta Karolak, Vice President, Digital Channels, First Republic Bank

• Bart Molenda, Head of Paid Acquisition, Square

october 11, 20172017 Chief Marketing Officer Leadership Forum (Dallas)dallas, Tx

Perspectives by:

• Julian Aldridge, Former Vice President, Brand Evangelism and Activation, Charles Schwab

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