Argyle Digital: Finance Leadership Forum 2020 Argyle Digital: Finance Leadership Forum 2020
June 04, 2020


The pandemic is reshaping the global economy. 

As finance leaders, you’ve had to steer your organization through unprecedented turmoil — while continuing to focus on future growth opportunities.

How have you and your organization adapted to COVID-19’s impact?  

We want to meet you where you are in the midst of this crisis and help your organization keep moving forward.

That’s why we’ve gathered pioneers in the industry who have the experience, judgment, and leadership to help your company move forward with greater promise.

The goal of the new Argyle Digital Finance Leadership Forum is to provide CFOs and senior-level finance executives with deep-dive examinations into the challenges you’re facing today:

  • Economic volatility and repair, post-coronavirus
  • Technological transformation
  • Reputation and political risks

Plus, the sessions led by some of the world’s top finance executives will explore:

  • Recovery from the financial aftermath of the coronavirus
  • Advocating for and executing on a shift to data-driven decision-making
  • Developing a plan to navigate economic volatility and market-based shocks
  • Preparing an organization to adapt to and thrive amid regulatory upheaval
  • Leveraging intelligent automation for greater efficiency

We’re also building in more time for discussion, Q&A and virtual networking during and after the digital forum.

Join Us at this Event


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Tom leads finance process, organizational and technology transformation programs for multinational clients, helping them on their journeys to becoming cognitive enterprises. Projects encompass finance assessment, strategy development, operating model design and implementation of global transformation initiatives.

Tom has more than 20 years of experience leading global finance process, organizational and technology strategic transformation programs with many of the world’s leading organizations and across a wide array of industries. His approach to serving clients on a wide array of business process transformation initiatives is grounded by a practice experience as a finance executive and advisor across multiple sectors and guided by an understanding of the complex inter-dependencies among people, organizational culture, enabling technologies and business requirements.

Steve is Senior Director of Product Marketing and Accounting Industry Principal at Workiva. Previously, Steve served as an accounting leader in multiple roles including Vice President and Controller for, a private equity owned, online retailer of outdoor products, and as the Director of SEC Reporting for (NASDAQ: OSTK), a $2 billion revenue, online retailer of home goods and blockchain technology company. His experience includes multiple acquisitions, debt offerings, an IPO, and the world’s first digital debt and equity offering (by Overstock). Steve is also a former member of the US XBRL Data Quality Committee.

Who Should Attend

Executives, aspiring executives, CFOs, Accounting Leaders, Corporate Controllers, and other driven professionals working in:

  • Accounting
  • Financial Planning & Analysis
  • Finance Transformation
  • Shared Services
  • Structures & Processes
  • Corporate Strategy
  • Budgeting











10:30 AM - 10:35 AM ET

Argyle Opening Remarks

10:35 AM - 11:05 AM ET

KEYNOTE PRESENTATION: The Role of Corporate Business Development for Identifying & Creating M&A Opportunities

Corporate business development is a strategic framework used to identify, define, analyze and prioritize a list of relevant acquisition target opportunities.  The purpose is to strengthen the competitive position of the company and accelerate its growth through a proactive, calculated acquisition strategy.

Attend this insightful session to learn more about:

  • Deal identification, sourcing, analysis and execution
  • Best practices for deal flow productivity
  • Expanding options for deal-maker effectiveness

Edward P. Richards, Jr.Vice President, Corporate Business Development The Lubrizol Corporation

11:10 AM - 11:55 AM ET

FIRESIDE CHAT: Finance Transformation in the Digital Age – featuring IBM

In times of uncertainty and beyond, CFOs are being challenged to digitize finance. This need to reinvent is a journey on which many CFOs are travelling, embracing the challenges and the opportunities offered by today’s technologies. Finance leaders are playing instrumental roles in this ‘inside-out’ revolution of reinvention in order to achieve cost clarity, efficiently develop new business architectures, and reinvent finance processes by re-engineering cognitive-fueled workflows. Redesigning more intelligent workflows and processes is knitted together through the power of exponential technologies (including AI, advanced analytics, automaton, blockchain, IoT, etc.) and fresh combinations of data.

This chat will explore how today’s enterprises are radically changing both how work gets done and how new value is realized. Finance leaders are identifying differentiating and value-creating workflows and then reimagining them using exponential technologies across the people, processes and data framework.

In this fireside chat we will discuss:

  • How CFOs in the most successful enterprises are realizing the strategic value of data to achieve material improvements in performance
  • Examples of how CFOs are using data as a strategic asset to deliver deeply nuanced, individualized experiences powered by sophisticated, intelligent operations will be shared

Hosted by: IBM

Thomas FisherGlobal Finance Transformation Practice LeaderIBM

Roxi Wen, CFAChief Financial Officer Mozilla

12 PM - 12:30 PM ET


Over the years, the CFO’s role has transformed immensely, with a need to navigate the ever-changing global economy more strategically to remain agile. With changes in the new global economy and aftermath of the coronavirus, as well as regulations, risks, and a complex climate, the need to address existing and potential changes has become even more crucial.  With an influx of data available and vast opportunities for innovation, the CFOs role has evolved into the organization’s change agent, setting strategies, revenue optimization, and strategic decision making. In this session we will explore the ABC’s of a future-state CFO and make sure you’re building the foundations for a future beyond the numbers.

Topics of discussion will include, yet will not be limited to:

  • Various financial systems’ roadmaps and had to get back on track post-coronavirus
  • Embracing the regulatory & compliance world
  • Securing finance, as an integral seat at the table
  • Employee engagement, as a business imperative and necessity

Amit ShroffCorporate Finance Executive Toyota

12:35 PM - 1:20 PM ET

PANEL DISCUSSION: Future of Finance - Disrupting the Finance Function

The role of today’s CFO extends well beyond the traditional finance function. CFOs play an active and vital role in leading an innovative culture.  With that in mind, in this session, we will discuss how you can have a strong impact on driving innovation within your organization, as well as hear real-life examples of how this has been put into action.

Attend this session to learn more about:

  • Investments in technology that are being made to improve operational performance
  • Ways has the implementation of new technologies allowed you to reduce cost, increase ROI, gain a competitive advantage, and drive change in business processes?
  • How to best utilize Intelligent Automation (AI, ML, RPA, etc.) technologies to efficiently define competitive advantage and overcome business challenges
  • Harnessing the power of data analytics, as an effective business intelligence tool and resource


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

Roxi Wen, CFAChief Financial Officer Mozilla

Steven SoterSenior Director of Product Marketing & Accounting Industry PrincipalWorkiva

Jim GahaganPrincipal Solutions Marketing Manager, Financial ServicesWorkday

1:20 PM - 2 PM ET

Lunch Break

2 PM - 2:30 PM ET

KEYNOTE PRESENTATION: Business Continuity - Recovering from the Coronavirus & Learning as We Go

The spread of the coronavirus quickly cut into global trade flows, and is, and has, caused great financial harm to companies and governments.  Understanding and preparing for the global pandemic is/was something none of us could have planned for.  That said, it’s absolutely necessary to develop business continuity plans for every aspect of a company, most notably within the finance function, and move forward in the uncertain times caused by the coronavirus.

In this session, topics of discussion will include:

  • How to manage business continuity during and after a global disaster such as the coronavirus
  • Putting into action strategic risk assessments for all kinds of catastrophic hazards
  • Developing a plan to manage post-event consequences, such as workforce remobilization, employee and customer engagement and operational continuity

Katherine MotlaghChief Financial Officer, EMEA and LATAM RegionsAmerican Tower Corporation

2:35 PM - 3:20 PM ET

PANEL DISCUSSION: Sustaining Company Culture During Global Crisis

As organizations around the globe go through, or have gone through, drastic changes in their company and how they conduct business, sustaining and nurturing a company’s culture becomes very difficult.  But losing the culture that brought the organization success could directly impact the quality of talent within your organization, which must be addressed by every functional area of an organization, including finance.

This session will cover:

  • How to create and retain company culture and a feeling of togetherness
  • How to help employees balance work (and maybe still working from home) and life during periods of high stress and global crisis
  • Evolving the policies and practices to allow for greater workplace flexibility and better management of remote workers


Heidi Bacote, MBAAssociate Booz Allen Hamilton

Larry BittonVice President of FinanceNihon Kohden America

3:25 PM - 3:55 PM ET

THOUGHT LEADERSHIP: Preparing for a Possible Recession

Although the U.S. economy was fairly stable pre-coronavirus and business/individuals received unprecedented financial stimulus packages, the word “recession” is still being uttered by many economists and CFOs, and uncertainty and fear of a sustained downturn still dogs business planning. Fortunately, organizations have had ample time pre-coronavirus to position themselves to withstand uncertain economic times, yet was it enough in light of the past few months of economic turmoil?

In this session, topics of discussion will include:

  • Prepare for a sudden downturn in the global economy
  • Position a business for stability as economic growth slows or turns negative
  • Identify financial risks and forecast the effects on investment, spending, and capital-raising

4 PM - 4:45 PM ET

FIRESIDE CHAT: Navigating the Modern-Day Deal in Today's Changing World

Hear from finance executives on their experiences and best practices for identifying, sourcing, analyzing and executing the best deals in the marketplace.

By attending this engaging session, your takeaways will include, but will not be limited to:

  • The impact of economic & political conditions on deal activity and valuations – and how to optimize processes
  • How to effectively access prior acquisitions to predict risk and returns on new acquisitions that are completely different?
  • Strategies your organization can utilize to grow and expedite business after closing

Kenny CheungChief of Procurement The World Bank Group

4:45 PM - 4:50 PM ET

Closing Remarks

Media Partners

This event will feature insights from top media partners, including


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