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Earn up to 22 CPE Credits

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CFO Conferences is registered with the National Association of State Boards of Accountancy (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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417; Website: www.nasba.org.

Delivery Method: Group-Live
Program Level: Intermediate
Prerequisites: Two years experience as a corporate finance manager. For more information regarding refund, complaint and cancellation policies, contact CFO Conferences at (888) 767-5924 or (617) 345-9700, ext. 218.
Jack Alexander
Former CFO; Founder and President, Value Advisory Group

Jack Alexander is a former CFO turned consultant, author and business professor. He is the CEO of Value Advisory Group, LLC a consulting firm with a focus on driving performance and shareholder value. Prior to founding the consulting practice, Jack held a number of senior financial and operational management positions at EG&G Inc., a global $2.5B technology and services Company. He served as the Company’s Chief Financial Officer and as Vice President and Corporate Controller. Jack is an adjunct professor at Babson College, where he teaches managerial finance and advanced finance electives in the MBA program, including valuation, strategic investments and M&A. Alexander is a frequent speaker on shareholder value and business performance management. He is the author of Performance Dashboards and Analysis for Value Creation, published by Wiley in fall 2006.


Jerry Bauers
Senior Commissioning Director, Sebesta Blomberg

Mr. Bauers has over 30 years experience in mechanical, electrical and plumbing evaluation and analysis, design and system commissioning. His experience includes development of programs for energy savings and building optimization projects for large complex medical and research facilities. Jerry has been a NEBB qualified TAB, Building Commissioning and Clean Room Certification Supervisor since 1981. Mr. Bauer’s work has been published in a variety of trade journals and magazines including the Journal of Validation Technology, Pharmaceutical Engineering and Kansas City business Journal.


Christine Berg
Vice President, Thomson Financial

Christine Berg, CFA, is Vice President within Thomson Financial’s Corporate Services segment, which provides industry leading platforms, solutions and services to increase the effectiveness and efficiency of corporate officers across the Corporate Finance, Treasury, Investor Relations and Corporate Communications functions.

In her current role, Mrs. Berg is responsible for managing and leading the team which provides clients with qualitative and quantitative analysis of institutional targets, valuation and corporate transaction projects, as well as perception and benchmarking studies. Since joining Thomson Financial in 1997, Mrs. Berg has held a number of senior leadership roles within Thomson Financial’s Corporate Services segment, including Vice President of the Capital Markets Intelligence telecommunications industry team. She has also contributed to or authored proprietary research reports, including Corporate Uses of Cash.

Prior to joining Thomson, Mrs. Berg was employed by the National Association of Insurance Commissioners' Securities Valuation Office, where she valued and maintained a portfolio of common stocks of subsidiary controlled or affiliated investments of insurance companies.

Mrs. Berg earned a Bachelor of Science degree in Finance and a Master of Business Administration from St. John's University, New York. Additionally, she was awarded the Chartered Financial Analyst designation in 2002. Mrs. Berg is currently a member of the CFA Institute and the New York Society of Security Analysts (NYSSA).


Mats Bjoerkman
Business Controller, Service North America , ABB, Inc.

Mats O Bjoerkman is a Swedish citizen brings with him 10+ years of ABB experience, both from the automotive and process automation business as a controller and supply manager and from the Corporate Control environment both in Zurich, Switzerland and Norwalk, CT. Currently, he is working as Business Controller for ABB's North American Service Business, active in all five of the operational divisions and is based in Houston, TX. In addition Mats is working as the global Transformer Service Controller with Business Control and Business Development, reporting to the global Transformer organization in Zurich, Switzerland. Mats have earned a Master degree in International Finance form Lund University in Sweden.


Stephen Bozeman
Head of Defined Benefit Outsourcing, Barclays Global Investors

Stephen Bozeman leads BGI's Defined Benefit Outsourcing platform, PensionSpan. In this role Stephen has oversight for the overall business strategy for the platform and is accountable for the P&L of the business. He is also responsible for BGI’s smaller institutional client service platform, Client Connect. Stephen began his career at BGI in 1996, and rejoined BGI in 2000 after leaving in 1998 to pursue a MS degree in finance at Louisiana State University. Prior to joining BGI Stephen worked for Petroleum Information as an analyst for the optimization of natural gas transportation through interstate pipeline systems. He received his BS in finance from Northeastern University and holds NASD Series 7, 24, and 63 licenses.


Chuck Carvell
Head of the U.S. Tax Group, Vestas-American Wind Technology, Inc.


Carlos Chu
Senior Manager, Finance Transformation, TATA Consultancy Services

Carlos Chu is a Senior Manager with TCS’ Global Consulting Practice based out of Toronto, Canada. He brings over 14 years of industry experience in corporate finance and Big-4 Management Consulting to Tata's F&A Transformation Services Group. Carlos is an experienced consultant with a background in finance and performance management, post-merger integration, systems implementation and large scale business process transformation. He has led the design and implementation of F&A shared services centers and business process outsourcing initiatives for clients in the hi-tech, resources, financial services, automotive, healthcare and energy verticals. Prior to his consulting work, Carlos held roles in internal audits and financial planning and analysis for a Fortune 200 company. He has an MBA from Thunderbird and a Bachelor of Science from the University of Waterloo.


John Clark
Director, Product Marketing, TRIRIGA Inc.

John Clark brings more than 15 years experience in enterprise software and services with solutions to manage the lifecycle of real estate assets. John has provided leadership in all aspects of TRIRIGA’s product strategy, product marketing and sales. Prior to TRIRIGA, John was a Senior Application Engineer with Peregrine Systems, Inc.'s Alliance Readiness organization, in support of an alliance partner program comprised of tier-one global solutions and technology providers, systems integrators and regional or national VARs generating in excess of $120 million annual revenues.

John received his Bachelor of Building Science degree from Victoria University of Wellington, New Zealand.


Jim Crawford
Vice President, SourceNet Solutions, A Bank of New York Mellon Company

Jim Crawford was named vice president of Business Development at SourceNet in November of 2003. Jim joined SourceNet to manage relationships with the company’s clients and prospects in the Midwest and Northeastern United States, and currently manages business development for special markets and strategic channels. Jim has been asked to speak on Financial Process Outsourcing and Accounts Payable processes at two National AFP conferences and over a dozen regional financial conferences and meetings. Prior to joining SourceNet Solutions, Jim worked in a number of business development roles, marketing outsourcing solutions for Automatic Data Processing (ADP), most recently as sales director of Global Accounts. Prior to ADP, Jim led the Document Management Outsourcing efforts for the Healthcare National Account organization of Standard Register. Jim is a graduate of Iowa State University.


Bradly L. Davidson
Managing Director, Expense Reduction Analysts

Mr. Davidson has a business career that spans nearly 30 years. He has worked for both privately held and Global Fortune 500 companies. He has held senior management positions in the heavy building materials, distribution and civil construction industries where he was responsible for orchestrating and implementing structure, budget responsibilities, principals and values for the procurement function. His various positions have included Chief Procurement Officer, Vice President Purchasing, Director of e-Procurement, and Director of Purchasing. He has extensive expertise in Supply Chain Management and has a proven record of accomplishment of implementing process improvement programs. These programs have resulted in significant cost savings through reductions in supplier base, inventory turns and implementation of best practices.

Currently, he is a Managing Director for Expense Reduction Analysts, the world’s leading specialist in cost reduction. In 2006, Brad was awarded the ERA President’s Cup for Exemplary Service to his clients and fellow ERA Consultants.

He has a certificate in Advanced Strategic Supply Chain Management from Arizona State University; has lifetime Certified Purchasing Manager (C.P.M.) designation and has served as President for both the Purchasing Management Association of Arizona and the National Association of Purchasing Management – Georgia; and has Certified Production and Inventory Management (CPIM) designation from the American Production and Inventory Control Society (APICS). In addition to his professional activities, Brad has held board positions in various non-profit and church organizations.


Ashish Deshpande
Sr. Product Marketing Manager, Ariba


Ashok Divakaran
Principal, Booz Allen Hamilton

Ashok Divakaran is a Principal in Booz Allen Hamilton’s global Overhead Optimization practice. With ten years’ management consulting experience, Ashok advises clients on large-scale, cross-functional organizational transformation strategies with a particular focus on outsourcing, offshoring and shared services in the SG&A space. He has co-authored several publications on these topics including "Outsourcing Thought Leaders", "Outsourcing and the CFO", "Global Outsourcing Opportunities in CPG: The Next Generation". His work has appeared in Strategy & Business, GMA Forum, the Economist Intelligence Unit, l'Expansion, and CIO, among others. Ashok is a three-time recipient of the Professional Excellence Award. He is based in Booz Allen's Chicago office.


Mary Driscoll
President and Editorial Director, CFO Conferences and CFO Research Services, Conference Moderator

Mary Driscoll runs CFO Conferences and CFO Research Services, the executive education and research services arm of CFO Publishing Corp. The latter, a division of the Economist Group, produces CFO magazine, the information source for senior financial executives. CFO is a monthly magazine with separate editions in the US, Europe, and Asia. Ms. Driscoll has served in various positions within the Economist Group for seventeen years. From 1990 to 1996, she was a senior editor of CFO magazine. In that capacity, she developed numerous cover stories on strategy, corporate finance, performance management, and organizational change. During 1997, Ms. Driscoll was Editor of the non-affiliated CFO magazine in Australia during its inaugural year. Ms. Driscoll has written several business books, including Cash Management: Corporate Strategies for Profit (John Wiley & Sons). She has won several awards for investigative journalism in the area of finance. Ms. Driscoll received a BA (honors) in English from the University of Massachusetts and studied accounting and management at Harvard University.


David Elkins
VP and CFO, AstraZeneca Pharmaceuticals (US)

The pharmaceutical industry and the traditional pharma “giants” are undergoing continuous evolution, managing emerging alliances with biotech start-ups, pressure from generic drug makers, and a changing regulatory landscape. All the while, these companies are charged with meeting the needs of doctors and consumers worldwide, serving as unique engines of innovation of lifesaving medicines. At the financial helm of one of the world’s largest pharmaceutical companies, David Elkins understands the need to address these changes candidly. David is interested in discussing the shifting landscape of the pharmaceutical industry. Among the issues facing the industry in the media and in politics are pressure from generic drug companies that can produce cheaper medicines…because they do not invest as we do in research and development. AstraZeneca, along with the rest of the pharma industry, continues to fulfill its duty as the engine of discovery, investing $51.3 billion worldwide in research and development in 2005. The goal should be affordability, without compromising innovation. Government and regulatory bodies have begun to criticize advertisement of prescription drugs to consumers. But we understand that prescription medicine advertising increases people's awareness of diseases and available treatments. Studies show that advertising brings patients into their doctor's office and starts important doctor-patient conversations about health that might otherwise not have happened. As Chief Financial Officer of AstraZeneca, David responsible for all AstraZeneca Group finance matters in North America, including tax, treasury, internal auditing, and investor relations. Since joining the company in 1995, David has held a variety of senior finance roles, both in the United States and internationally. Prior to his current role, David served as Chief Financial Officer for AstraZeneca’s UK business, where his responsibilities also included commercial brands and information systems. Previously, he was Senior Finance Director for the primary care/GI/respiratory business in the United States. His previous international finance experiences include Asia, global product management and licensing, and biotechnology. In addition to his AstraZeneca experience, David was Director of Corporate Strategy and Development at Unisys. He started his career at Boeing, where he held various finance positions. David earned his Bachelor’s degree in economics from the University of Delaware. He went on to earn a Master of business administration degree at LeBow Business School at Drexel University, and a Master’s degree in organizational dynamics from the University of Pennsylvania. He is also co-founder of the Walter Stark Scholarship at the University of Delaware, which provides financial assistant for residents in need.


Jeff Farmer
Principal, Mercer

Jeff Farmer is the South Zone Enterprise & Advisory Practice Leader for Mercer’s Health & Benefits business, the world leader in employee benefits brokerage and consulting and a member of the MMC family of companies. In his current role, Jeff leads Mercer’s South Zone business development activities in the segments of our business that focus on employers with fewer than 5,000 employees. The South Zone is comprised of 20 offices in 14 states. Prior to assuming his regional responsibilities, Jeff was the Atlanta Market Business Leader for Mercer’s Health and Benefits business.

Jeff’s employee benefits experience includes:

• Over 20 years of experience in employee benefits, serving a wide variety of clients with diverse structures and objectives.
• Extensive client management experience with companies of all sizes, government entities, and association groups.
• Management of a group benefits office for a major national insurance carrier.
• Practical working experience in all lines of employee benefits, including medical, dental, life, accident, STD, LTD and long term care plans.
• Practical working experience with all group insurance funding arrangements.

Before joining the MMC Companies, Jeff was a National Accounts Sales Vice President for Aetna, Inc., working exclusively with groups with 3,000 or more employees. Prior to joining Aetna, Jeff managed the Nashville sales and service office for CNA Group Benefits. He started his career at John Hancock Mutual Life Insurance home office in Boston, MA, and also spent significant time as a top group sales representative with MetLife in the Atlanta field office.

Education

Jeff received his BA degree in English and Communications from Boston College in 1987.


Matt Feeney
Managing Principal, CresaPartners


Keith Fiveson
Managing Consultant, ITESA, Diversified Technology Solutions International, Inc.

Keith Fiveson founded ITESA, a Global Management Consulting firm, in 2001 on the precept that companies waste millions of dollars on misguided strategies, management and outsourcing decisions. He has previously held executive positions with MCI, AT&T and British Telecom, among others. He has managed consulting projects to facilitate branding, deal flow, expansion and process optimization for multinational clients. With a focus on capturing value, his client engagements specialize on build, buy, outsource expansion of business process operations. He is a seasoned facilitator of strategic vision/balanced scorecard workshops on organizational change, growth and health. Widely published in trade industry journals, Keith has lectured at industry conferences in Brazil, Canada, China, Egypt, Guatemala, Netherlands, India, Mexico, UK and the USA. He is also a business development consultant for Exterieur Resources Worldwide Inc. shareholder Diversified Technology Solutions International Inc. Keith graduated from St. Peter's College and attended the MBA program at Fordham University.


Nancy Foster
Chief Risk Officer, CIT

Nancy J. Foster is Executive Vice President and Chief Credit & Risk Officer. She serves as a member of the Executive Credit Committee and is responsible for driving strategic Corporate Credit/Risk Management initiatives across CIT. Foster has responsibility for credit oversight for several key areas, including Credit Audit, Asset Management, Asset Recovery and Workouts, Risk-Based Pricing, Credit Training, Mergers and Acquisitions, and the Credit and Risk Management processes. Prior to joining CIT, Foster was Group Senior Vice President at LaSalle Bank Corporation. During her tenure, she provided solutions in a full spectrum of retail and commercial banking areas, including portfolio management, credit policy, risk rating methodology, loan operations and compliance. Foster earned her BA/BS from Illinois State University and her MBA from the University of Chicago.


Charles Freiboth III JD, CPA
President and CEO, Exterieur Resources Worldwide Inc.

Charles is a Director, President and CEO of Vancouver, Canada-based Exterieur Resources Worldwide Inc., a BPO firm that provides offshore finance and accounting, legal and human resources services through a Singapore subsidiary with branch operations in the Philippines. He is also Chairman, President and CEO of investments holding company New Pacific Ventures Inc.; Executive Managing Director of private investment fund New Pacific Global Fund LLC; CFO, Treasurer and Corporate Secretary of Vancouver, Canada-based NewPacific Overseas Services Corporation; CFO and Corporate Secretary of real estate holding corporations Lhuillier Ventures Inc. and Lhuillier Land Holdings Ltd.; and Manager of real estate holding companies JH&B Investments LLC and JHL Lands LLC. He was formerly Director, Audit Committee Chair and Executive Committee and Loan Committee member at the Bank of Oakland in California and Director and Corporate Secretary at a California semiconductor integrated circuits importer and an Oregon wholesaler lumber importer, as well as President and CEO of a Colorado real estate developer. He was Director of Audit, Management Consulting and Litigation Support Services earlier on for a California and a Colorado CPA firm, after starting as an income tax Revenue Agent at the Colorado Department of Revenue and working for Arthur Young & Company (now Ernst & Young) in New York City after law school. He earned a Juris Doctor degree from the University of Colorado School of Law and Bachelor of Science in Commerce (Accounting major) and Bachelor of Arts (History/Political Science major) degrees from De La Salle College (now De La Salle University) in the Philippines. He is a Colorado-licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants, Financial Executives International, Institute of Management Accountants and Construction Financial Management Association. Earlier, he was a Director of Asian American Certified Public Accountants in San Francisco and a former member of the California and Colorado Societies of Certified Public Accountants and the Taxation Sections of the State Bar of California and Santa Clara County Bar Association.


Doug Fuehne
Senior Director of Science Solutions, PROS

Doug runs the solutions arm of PROS’ science group, which is responsible for developing and implementing the science part of PROS solutions across all five industries – airline, hotel/cruise, services, manufacturing, and distribution. Previously, Doug consulted for the oil & gas, chemical, discrete manufacturing, financial services, and retail industries, focusing on science- and process-based solutions around the supply chain and M&A areas. Doug also has worked directly for manufacturing, energy trading, and financial services companies, performing operations and running e-commerce groups. He also founded a successful professional services company.

Doug possesses Bachelor of Science degree in Aerospace Engineering from the University of Illinois and a Master of Business Administration in Quantitative Operations from Vanderbilt University.


Deborah Fuller
Sustainability Specialist, HOK


Dharmesh Gandhi
Director of Finance, TCS North America, TATA Consultancy Services


Rahul Gautam
Senior Manager, Deloitte Consulting

Rahul is a Senior Manager in Deloitte Consulting's CFO Services practice. He is a co-author of the firm's Global Finance Transformation framework and has focused on advising the Office of the CFO for the past 10 years. Most recently Rahul has been advising companies in the areas of information strategy & business intelligence and finance transformation program design & execution. He has had the privilege of serving a diverse group of clients, including: Bristol-Myers Squibb, Wal-Mart, Caterpillar, Target, and the United Nations.


Franco Girimonte
Senior Manager, Deloitte Consulting LLP


Vijay Govindarajan
2008 Professor-in-Residence and Chief Innovation Consultant, GE; Professor of International Business, Tuck School of Business at Dartmouth

Vijay Govindarajan is the Earl C. Daum 1924 Professor of International Business and the Founding Director of the William F. Achtmeyer Center for Global Leadership at the Tuck School of Business at Dartmouth College. He is also the Faculty Director for the Tuck Global Leadership 2020 Program. For 25 years, Govindarajan has been advancing the field of strategy execution and advising senior executives in all industries on how to modify their organizations to achieve their strategic ambitions. Reading the zeitgeist of the past three decades, Govindarajan has helped companies adapt to the global business environment and change the way they look at strategy. In the 1980s, he surveyed hundreds of executives at Fortune 500 corporations about their varied approaches to executing strategy across business units. In the 1990s, he helped companies that were expanding globally achieve the most effective balance of differentiation and integration among country subsidiaries. Since 2000, Govindarajan has focused on teaching corporations to build breakthrough businesses while simultaneously sustaining excellence in their core business––the subject of his new book Ten Rules for Strategic Innovators (Harvard Business School Press). Companies he has advised include AT&T, Boeing, British Telecom, Corning, Ford, The Gap, Hewlett-Packard, The Home Depot, IBM, J.P. Morgan Chase, Johnson & Johnson, Kodak, New York Times, PriceWaterhouseCoopers, Sony, and Wal-Mart. Govindarajan is recognized as one of today’s leading business strategists. He has been named to a series of lists by influential publications, including: “Outstanding Faculty” in BusinessWeek’s annual Guide to Best B-Schools; “Top Five Most Respected Executive Coaches on Strategy” by Forbes; “Top Ten Professor in Corporate Executive Education” by BusinessWeek; and “Eight Leading Executive Advisors” by the Wall Street Journal Online. Additional accolades include Across the Board, which features Govindarajan as one of four “superstar” management thinkers from India. Govindarajan currently writes a column for FastCompany.com. His articles have also appeared in journals such as Harvard Business Review, strategy+ business, California Management Review, MIT Sloan Management Review, Accounting, Organizations and Society, Decision Sciences, and Journal of Business Strategy. As well, one of his papers was recognized as one of the ten most-often cited articles in the entire 40-year history of Academy of Management Journal. Govindarajan has published six books, including The Quest for Global Dominance (Jossey-Bass, 2001). He is a popular keynote speaker and has been featured at such conferences as the Business Week CEO Forum and the Economist Conference. Prior to joining the faculty at Tuck, Govindarajan was on the faculties of The Ohio State University and the Indian Institute of Management (Ahmedabad, India). He has also served as a visiting professor at Harvard Business School, INSEAD (Fontainebleau, France), the International University of Japan (Urasa, Japan), and Helsinki School of Economics (Helsinki, Finland). Govindarajan received his doctorate and his MBA with distinction from the Harvard Business School.


Rob Greyber
SVP, North America, Expedia Corporate Travel

Robert Greyber is Senior Vice President for Expedia® Corporate Travel North America. In this role he is responsible for overseeing North American operations and setting corporate strategy.

Greyber joined Expedia in 2004 as Vice President, Expedia® Partner Services Group. In this role, he was responsible for all aspects of Expedia’s relationships with airline partners in North America.

Prior to Expedia, he served as Vice President for a venture-backed software company based in San Francisco, California. Before that, Greyber served in senior management roles at Scient Corporation, leading numerous strategy and technology client engagements. At Scient, he was responsible for leading the team that designed and engineered the initial web and operating infrastructure for Hotwire.com, now a subsidiary of Expedia, Inc.

Prior to Scient, Greyber was an Associate with Deutsche Bank’s Mergers & Acquisitions group, based in Hong Kong and began his career with Electronic Data Systems Corporation. Greyber holds an MBA from the University of Chicago Graduate School of Business with concentrations in Finance and Accounting, and a Bachelor of Arts degree, with honors, in English Literature from the University of Maryland, College Park.


Robert Gunn
Partner, Accompli, Workshop Leader

Robert is a co-founder of Accompli, a change advisory firm that works with clients at the very center of transformation helping them produce results through action grounded in awareness. We assist leaders create value by taking risks and navigating challenges to product superior outcomes. Formerly Bob was the Executive Vice President of Client Relations and Change for Exult, Inc., the innovator in HR Business Process Outsourcing. Before joining Exult, he founded Gunn Partners a consulting firm that served Global 500 companies by improving the relevance, effectiveness, and value of their administrative functions. Robert was the originator of “Lean Consulting” an approach based on the principle that clients only achieve progress when they understand that change must come from within their own organizations as well as Shared Services. On the High Wire, How to Survive Your Promotion (Praeger, 2005) was co-authored with Betsy Gullickson. He is on the Board of Directors of Oesteotech, a medical products company operating in the US and Europe. He is an Advisory Board Member of SharedXpertise headquartered in Brussels. Robert is a graduate of Williams College and has a Masters in Business Administration from The Wharton School, University of Pennsylvania. He lives with his family in Princeton, NJ.


Keith B. Hall
Retired SVP and CFO, LendingTree; Chairman, Audit Committee of the Board of Directors for Electronic Clearing House, Inc. and NewRiver, Inc.; Director for MTM Technologies, Inc. and member of the Audit Committee

Keith Hall is the retired CFO of LendingTree, LLC (TREE). He joined the company when it was an obscure, cash-starved operation, earning less than $1 million in revenue and employing about two dozen people. Within eight months, he closed two rounds of financing in excess of $100 million, including the company’s successful IPO in 2000. He subsequently completed an additional round of financing after the collapse of the internet bubble, putting the company on a solid financial footing. Combined, these funds helped launch LendingTree’s award-winning advertising campaign, “When Banks Compete, You Win!” The company eventually grew to nearly $1 billion in revenue and approximately 2,500 employees. Keith has served as CFO at four public companies, all of which were eventually acquired. In addition to LendingTree, Keith served as chief financial officer for two NASDAQ-listed software and services companies, Legent Corporation (LGNT), and Broadway & Seymour, Inc. (BSIS). He also was CFO of the NYSE-listed specialty-chemical company, Loctite (LOC). Keith worked for 12 years in various financial positions of increasing responsibility at United Technologies Corporation (UTX), including chief financial officer for Carrier North America, a $3 billion division of UTX, which he helped turn around. Keith presently serves on several corporate boards, including Electronic Clearing House (ECHO), and NewRiver, Inc. He is a member of the Audit, Compensation and Governance & Nominating Committees of the board for “ECHO”. He is Chairman of the Audit Committee for NewRiver, Inc. He also serves on the Board of Trustees at Coe College in Cedar Rapids, IA. Keith received his bachelor's degree in economics and business administration from Coe College and holds an MBA from the Harvard Business School. He was distinguished as a Baker Scholar.


Neal Harm
Commercial Finance Strategic Operations Manager, BB&T SupplyChain360

Neal Harm currently serves on the BB&T Commercial Finance Senior Leadership Team as its Chief Administration Officer and has been in the field of Commercial Finance for 15 years in roles that have spanned all aspects of the business. A large focus of his career has been on International programs for clients to include import open account programs for domestic buyers and their foreign suppliers. Most recently, Neal has been implementing the financial building blocks for BB&T’s Integrated Supply Chain Solution. This began with the Import Open Account programs, moved to Supplier Finance facilities, and lead to the creation of the Integrated Financial Supply Chain solution called SupplyChain360.


Julia Homer
Editor-in-Chief, CFO Magazine

Since 1985, Julia Homer has directed CFO magazine’s efforts to chronicle the evolving role of the CFO and to identify companies and individuals that exemplify excellence in finance. Before joining CFO, Ms. Homer worked for Inc. magazine, where she covered finance and business law. She has also written extensively on management and organizational behavior.


Andy Hunt
Strategist, Barclays Global Investors

Andy Hunt is involved in designing and implementing investment solutions for pension funds, as well as product development. Andy joined BGI’s Strategic Solutions Group in 2005 after spending 13 years as an investment consultant at Watson Wyatt in the UK and US consulting to pension funds and government bodies. Andy is a qualified actuary (UK), a CFA charterholder and has an MA in Mathematics from Cambridge University.


Rebecca Irish
Associate Managing Partner, Tatum LLC

During her 25 year career, Rebecca Irish has provided financial leadership to public and private companies in a wide range of industries. She has served as CFO of Arcadia Resources, Inc., a $175 million public company, and Rotech Medical Corporation, a $500 million public company. Irish also founded a home healthcare company which grew to operations in four states prior to being purchased by Arcadia Resources. Ms. Irish began her career as a Certified Public Accountant with Ernst & Young, providing auditing, financial and systems consulting. In these roles Irish gained substantial “hands-on” experience in mergers and acquisitions, public offerings and raising capital. She is now Associate Managing Partner for Tatum’s Orlando office, where she assists companies in transition with services such as interim CFOs, interim Controllers and consulting regarding strategic financial issues.


Bob Iversen
Vice President, George Group

Bob Iversen is Vice President, Client Services at George Group, responsible for the Strategy to Execution practice where he leads cross functional engagement teams in strategic diagnostic assessments to identify key value levers in asset utilization and lean transformation. Bob has over 10 years of operations consulting experience with McKinsey & Co and Growth Consulting where he applied operations excellence in numerous industries including: Mining, Pulp and Paper, Refining, Automotive, Pharmaceuticals and Food and Beverage. His consulting experience includes an emphasis on lean transformations focusing on helping clients develop strategies to improve operations, reduce inventory and lead times, improve ROIC and key customer metrics and sustain the gains from these improvements.

Before entering the consulting field, Bob managed a $28MM business unit in the manufacture of fiber optic cable for Alcatel N.A. He began his professional career as a Logistics officer in the US Marine Corps where he ensured all facets of logistics including Maintenance, Transportation, Food Services and Ammunition support were effectively coordinated for an 800 man infantry battalion in training and combat.

Bob received his Bachelor of Science in Industrial Engineering from Auburn University.


Cynthia Jamison
National Director of CFO Services, Tatum

A 25-year financial services veteran, Cynthia Jamison currently serves as national director of CFO Services for Tatum, LLC — the nation’s largest and fastest-growing executive services firm focused on financial and technology leadership. In this role, she identifies emerging issues and trends to enhance and streamline the CFO function in today’s tumultuous business market. Prior to joining Tatum, Jamison served as for Chart House Enterprises, Inc. (60-unit, $150 million NYSE Restaurant Company); as vice president of Finance for Allied Domecq Retailing USA (Baskin Robbins/Dunkin Donuts); and as senior vice president of Strategic Development for DAKA International. Earlier in her career, she held various consulting/technical positions in management consulting (Hewitt Associates), accounting (Arthur Andersen & Co.) and commercial banking (Northern Trust Co.). Jamison currently sits on the Board of Directors for Tractor Supply Company (TSCO), a retail chain selling land and animal products, and B&G Foods (BGF), a branded food company. She is chairman of the Audit Committee for both and sits on the Nominating Committee for TSCO and the Compensation Committee for BGF. She also served on the Board of Directors for Horizon Organic Holding Company (HCOW) before its sale to Dean Foods. Jamison holds a bachelor’s degree in economics and political science from Duke University and an MBA in finance from the University of Chicago. She is a certified public accountant in the State of Illinois.


Mark Julien
CFO, Kronos

Mark Julien joined Kronos in 1995. At Kronos, he applies his financial expertise at an innovative technology organization. His passion for results helped propelled Kronos to new levels of financial success, unmatched by any other technology organization. His significant impact on Kronos' financial success has allowed him to work his way up through the organization to his current role on the executive leadership team.

Most recently, Julien served as vice president of finance at Kronos where he managed a financial organization that encompasses worldwide tax, treasury, accounting, payroll, and credit and collection functions. Under his direction, the finance organization was tasked with Kronos' development and maintenance of corporate policies to ensure compliance with internal control standards, internal and SEC financial reporting, corporate budgeting and analysis, revenue recognition analysis and support, design and administration of field sales and service compensation plans, as well as financial analysis for acquisitions.

In May 2006, Julien assumed all responsibilities of chief financial officer. As CFO, Julien leads under the driving values of integrity, honesty, and fairness. He prides himself on creating a workplace that balances risk with responsibility.

In addition to his bachelor's degree in accounting from the University of Notre Dame, Julien has participated in a series of executive education programs, including the AEA/Stanford Executive Institute at Stanford University.


Steve Keifer
Vice President, Product and Industry Marketing, GXS

Steve Keifer is the Vice President of Industry and Product Marketing for GXS. Steve has 14 years of experience in the IT services industry, much of it focused on B2C and B2B e-commerce. At GXS, Steve has led the strategy for many of GXS supply chain solutions including electronic product catalog services in the retail industry and e-commerce marketplaces in the Chinese automotive sector. In the banking sector, Steve led the development of several new technology offerings focused on Supply Chain Finance and Cash Management. Most recently, Steve was recognized as a “Pro to Know” by Supply & Demand Chain Executive magazine.


Mark Kingman
SVP, Disney Worldwide, Panelist

Mark Kingman is the Senior Vice President of Disney Worldwide Services in Celebration, Florida. He has been with The Walt Disney Company (TWDC) for 7 years leading the optimization of all administrative and support functions for TWDC and its affiliates worldwide. Specific responsibilities include the creation and management of Shared Services; transformation of Business Unit support organizations; and deployment of common/standard processes and systems worldwide. Prior to joining The Walt Disney Company, Mark was the President of GE Client Business Services Inc. (CBSI). At GE, Mark had responsibility for the US Shared Services, based in Ft. Myers Florida, and the Corporate Benefits Delivery Center, in Schenectady New York. Prior to his role at GE CBSI, Mark held a variety of leadership roles in IT and Shared Services spanning a 20 year tenure at GE. Mark attended Clarkson University receiving a BS degree in Management Information Systems and Accounting. He graduated from GE’s Financial Management Program and GE’s Information Management Leadership Program. He has also received training and experience in the application of Six Sigma quality disciplines.


Sam Knox
Director, CFO Research Services

Sam Knox is the research director at CFO Research Services, a unit of CFO Publishing Corporation, which publishes CFO magazine. He is responsible for designing and conducting research studies on corporate finance, performance management, information technology, and strategic decision making. Prior to joining CFO Research, Sam worked as a researcher, writer, and product manager for business information publishers, software companies, and professional services firms. He is the former director of research at Harbor Research. Sam has an M.B.A. from the Yale School of Management, and works out of CFO's offices in Boston.


Timothy Koegel
Presentation and Media Consultant; Best-Selling Author of The Exceptional Presenter

From the White House to boardrooms worldwide, Tim Koegel has strengthened the presentations, media relations and communication skills of CEOs, world leaders, business executives, managers and sales professionals. Tim conducts CEO Boot camps nationally. He helps prepare executives for IPO Road shows and funding presentations. A consultant to the political world, Tim has worked with members of both the House and the Senate. He has conducted workshops for the White House, members of Congress, the Department of Labor, NOAA, Office of Civil Rights, USA Freedom Corp, The EPA, Press Secretaries and other governmental organizations. He provides media training for a client list that includes corporate executives, politicians, athletes, coaches and authors. Tim lectures at business schools throughout the country: Duke, N. Carolina, Michigan, Notre Dame, Indiana, Wake Forest, Arizona State, Georgia, Emory, RPI Lally, Belmont University, Georgia State, NYU, Thunderbird, George Washington University, The Ohio State University, Purdue. A graduate of The University of Notre Dame, Tim is the author of The Exceptional Presenter.


Tom Kolder
President, Crist Associates

Thomas R. Kolder is currently President of Crist Associates, an executive search boutique located in Hinsdale, Illinois. The firm focuses on C-level recruitment of financial and operating executives as well as Board of Directors placements. Prior to joining Crist Associates in 2004, Tom was a Managing Director with Russell Reynolds Associates based in Chicago. While at Russell Reynolds, he led the Firm's Global Manufactured Products Practice, focusing on CEO, COO, CFO and senior supply chain searches for a variety of heavy industrial, consumer durable, and industrial technology companies. In addition to his industry focus, Tom led Russell Reynolds' Financial Officers Practice activities in the Midwest. Before joining Russell Reynolds in 1995, Tom was Manager, Corporate Business Development for General Electric Company and then Manager, Productivity Programs for General Electric Medical Systems. Earlier in his career, he was a Senior Associate with Booz Allen & Hamilton, Inc., consulting on operational issues for aerospace, defense, and general industrial corporations. Tom began his career as a Section Manager, Product Development, and Manufacturing Engineer for McDonnell Douglas Corporation. Tom serves on the Board of Metropolitan Family Services in Chicago. He received his B.S. degree from the University of Illinois in Mechanical Engineering and his MBA degree from the J.L. Kellogg Graduate School of Management, Northwestern University.


Kurt Kuehn
CFO, UPS

Kurt Kuehn is the chief financial officer of UPS. He is responsible for all activities related to accounting, auditing, finance, financial planning, taxes and treasury. He also acts as a liaison to the finance, investor and analyst communities. Kuehn serves as a member of the UPS Management Committee, which is responsible for the day-to-day management of the company. A native of South Bend, Ind., Kuehn attended Yale University and received a master’s degree in business administration from the University of Miami. He is also a graduate of the Advanced Management Program of the Wharton School of Business. Kuehn began his UPS career in 1977 as a delivery driver. He has held positions of increasing responsibility in operations, industrial engineering, finance and marketing. After several positions in Florida and Montana, Kuehn was named facilities planning manager in 1986. Subsequent positions included work in strategic marketing analysis and financial planning. In 1996, Kuehn was named manager of the strategic cost department, responsible for profit and loss measurement, customer pricing systems and cost analysis. He later held the position of vice president of business information analysis. In that role, Kuehn oversaw market research, strategic cost analysis, competitive analysis and data mining. Kuehn became UPS’s first vice president of investor relations in 1999 and later that year, helped take UPS public - the largest IPO of the 20th century. Prior to his current position, Kuehn served as senior vice president of worldwide sales and marketing, where he led the company’s sales-force integration to provide a harmonized customer experience.


Rich Layman
VP of Finance, Conseco Insurance

Rich Layman is the Vice President of Finance at Conseco, Inc. where he is responsible for managing the back office accounting functions for the entire enterprise. He has over 15 years in the insurance industry and, prior to joining Conseco, he worked for the accounting firm of Ernst & Young.


Kurt Lueck
CEO, SOLOMON Technology Group

Kurt founded SOLOMON Technology Group in early 2002. He has more than 16-years of experience in information technology with a strong foundation in Business Intelligence and ERP projects. Throughout his career, Kurt has been retained by over 30 different companies both US and International. He has played key roles on projects within manufacturing, distribution, insurance, medical, telecom, pharmaceutical, sales & marketing, non-profit and financial industries.


Johan Magnusson
Managing Director, Solver


Terry Mance
President, SOLOMON Technology Group

Terry is a senior business and technology executive with 18-years of start-up, Big Six and Fortune 500 experience. His business performance management forte is in facilitating operational strategies and enabling them via processes and technology to transform business results. Terry's professional experience includes serving as vice president of business development, marketing, strategy, sales and E-commerce.


Jonathan Marks
Executive, Crowe

Experience Jonathan Marks is one of the leaders in Crowe Chizek and Company LLC’s Risk Consulting practice. He has a unique blend of professional experience spanning more than 20 years. Marks is a nationally recognized thought leader in Sarbanes-Oxley, risk, governance, internal audit, technical accounting, and Securities and Exchange Commission (SEC) matters.

Prior to joining Crowe, Marks was a co-owner of Enterprise Financial Consulting Group LLC where he directed the firm’s SEC, Technical Accounting, Governance, Internal Audit, Risk Management, Fraud, Quality Assurance Review and Education/Training practices. He also has more than 15 years of experience in public accounting (Big Four) and internal audit. Marks spent six years in private industry serving in the chief operating and financial officer role. During his tenure in public accounting and internal audit, Marks planned, organized, administered, and supervised all phases of financial and operational engagements, including managerial responsibility for audits of several Fortune 100 companies. In addition, he managed several mergers, acquisitions, joint ventures, and initial public offerings.

Marks has expertise in dealing with complex accounting matters, SEC reporting, registrations, and compliance with the Securities Act of 1993, the Exchange Act of 1934 and the Sarbanes-Oxley Act of 2002. Marks, in conjunction with a Ph.D. candidate in accounting, authored a paper on reverse mergers. He has provided litigation support services, including forensic accounting and fraud auditing, for publicly and privately held corporations. Litigation support experience also includes matters relating to internal investigations, the Racketeer Influenced and Corrupt Organizations Act, class-action lawsuits, bankruptcy, insurance, estates and trusts, business valuations, damage analysis, lost profits, accounting malpractice, and expert testimony. Marks spent more than a year working closely with the attorney general of the United States, the Federal Bureau of Investigation, the Internal Revenue Service Criminal Investigation Division and U.S. Customs officials in recovering more than $24 million of assets lost by a public concern from a series of thefts and contract breaches.

He teaches and lectures nationally on SEC, accounting, Sarbanes-Oxley, governance, enterprise risk management, internal audit, fraud, and other topics. Marks has published many articles and several white papers on accounting, governance, risk management, internal audit, and Sarbanes-Oxley, in many cases before the topics covered developed into issues of general concern and/or received regulatory attention.

Marks is an active member of Financial Executives International, the National Association of Corporate Directors, The Institute of Internal Auditors, the Association of Certified Fraud Examiners, The American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants. He is also an instructor for the Institute of Internal Auditors and has an accreditation in internal audit quality assessment/validation.

Education Temple University/Bloomsburg University-BSBA – Accounting


Jim McKinley
Practice Lead, Business Transformation, TATA Consultancy Services

Jim McKinley has twelve years experience in managing global change through Business Process Re-engineering (BPR), Shared Services, and Business Process Outsourcing (BPO). He has consulted nationally and internationally and has extensive F&A Transformation experience in the Service Sector. Jim leads a global team responsible for F&A Transformation solution development and service delivery to TCS’ most strategic clients and is accountable for ensuring that work meets the objectives and business needs of our global customers.


Praful Mittal
Senior Associate, Booz Allen Hamilton

Praful Mittal is a seasoned management consultant in Booz Allen’s Organization & Strategy practice. He has advised several global clients on operating model redesign and on SG&A transformation strategies including shared services and outsourcing strategies.

His contributions have spanned multiple industries including automotive and manufacturing, retail, consumer goods, financial services, pharmaceutical, and energy and utilities. Praful received a BS in Instrumentation & Controls from Delhi Institute of Technology, an MS in Computer Systems from Northeastern University and an MBA from MIT Sloan School of Management. He is based in Chicago.


Darrell Mullis
CEO, Stratactics, Inc.

Darrell Mullis, co-founder of Stratactics, is an author, entrepreneur and educator of business leaders. His book, The Accounting Game™, has been one of Amazon.com’s best selling finance books since it was published in 1997. After 10 years owner/general manager or a construction company, Darrell has spent the past 25 years in business education working in North America, South America, Europe and Asia.

Darrell is a leading expert in teaching business and financial acumen to corporate sales people, managers and employees and has worked with companies like ABB, Wachovia, Truner Broadcasting, Fidelity Investments, Herman Miller, and Almatis in the past 5 years.

Stratactics’ unique approach to teaching business and finance uses engaging activities that clarify and simplify a challenging subject based on modern theories of how the brain takes in and retains detailed linear information and converts knowledge to meaningful action.


Mark Nittler
VP Strategy, Workday

Mark Nittler brings Workday more than 20 years of broad experience in key financial application disciplines such as accounting, ERP, procurement, contract management, compliance, and security. Mark’s experience includes executive leadership positions in both product strategy and marketing, including vice president, Application Strategy for PeopleSoft, vice president of Strategic Marketing for Commerce One, and vice president of Strategic Marketing for Symantec. A California CPA , Mark holds a Bachelor’s degree in economics from the University of California, Berkeley and a Master’s degree in Management from University of California, Irvine.


Larry Ogelsby
Principal, George Group - now a part of Accenture


Kate O’Sullivan
Senior Writer, CFO Magazine

Kate O’Sullivan is a senior writer at CFO. She manages and reports on the quarterly Duke University/CFOGlobal Business Outlook survey, which examines finance executives’ impressions of the economy. She also regularly writes feature stories on a variety of topics including mergers and acquisitions, investor relations, and corporate governance and regulatory issues. Before joining CFO, Ms. O’Sullivan was a reporter at Inc. magazine. She previously worked as a consultant at The Parthenon Group, a Boston-based strategy firm. She is a graduate of Brown University.


Tim Phillips
Solutions Consultant, Brainware, Inc.

Tim Phillips has more than 10 years' experience in designing and implementing large, document-centric process automation initiatives from accounts payable (AP) and materials management to sales & distribution(SD), human resources, and other business areas. He has consulted to Brainware clients including Airbus, Anadarko Oil, ConocoPhillips, Goodyear, Guinness, Smurfit Shared Services, Unilever, and other Global 2000 leading companies.


Eugene Podkaminer
Strategist, Barclays Global Investors

Eugene Podkaminer is responsible for investment strategy for the PensionSpan defined benefit outsourcing platform. In this capacity he offers guidance on overall portfolio investment concerns including strategic asset allocation, surplus optimization, efficient manager structure, and strategic direction for plan sponsors. Eugene first joined BGI in 1997 in the Investments Services Group and rejoined BGI in 2002 as part of the Client Advisory Group where he maintained ongoing consultative relationships with the world’s largest pension funds, governments, endowments, and foundations concerning optimal asset allocation and risk budgeting. Eugene received his MBA degree from Yale University and earned a BA in economics at the University of San Francisco. Eugene is a CFA charter holder and also holds the NASD Series 7, 63 and NFA Series 3 licenses.


Robert Pozen
Chairman, MFS Investment Management; Former Vice-Chairman, Fidelity Investments

Robert C. Pozen is Chairman of MFS Investment Management®, which manages over $200 billion in assets for over five million investors worldwide. This represents an increase of 50% from the first half of 2004 when Bob was named to his current position. During 2002 and 2003, Bob was the John Olin Visiting Professor at Harvard Law School, teaching interdisciplinary courses on corporate governance and financial institutions. He is currently a senior lecturer at the MIT Sloan School, and also serves on the Dean’s Advisory Council there. In late 2001 and 2002, Bob served on President Bush’s Commission to Strengthen Social Security. He developed two models for closing the system’s long-term deficit: “Retiring on a Budget”, New York Times (Feb 2004), and “Arm Yourself for the Coming Battle over Social Security,” Harvard Business Review (Nov 2002). More recently, Bob’s proposal to restore solvency to Social Security, known as progressive indexing, has been endorsed by President Bush. In 2003, Bob also served as Secretary of Economic Affairs for Massachusetts Governor Mitt Romney. He helped the Governor close the state’s large budget gap and reorganize its functions in business and technology, labor and workforce training and consumer affairs. In addition, he supervised the banking and insurance departments. Bob was formerly vice chairman of Fidelity Investments and president of Fidelity Management & Research Company, the investment advisor to the Fidelity mutual funds. During Bob’s five years as president, Fidelity’s assets increased from $500 billion to $900 billion. From 1987 to 1996, Bob was managing director and general counsel of Fidelity Investments. In that role, he created Fidelity’s Charitable Gift Fund, launched Fidelity’s entry into the Japanese mutual fund business, and served as a director of its credit card bank. Before joining Fidelity, Bob was a partner at the Washington, D.C., law firm of Caplin & Drysdale, where he led the banking/securities department from 1981 to 1986. Prior to that, Bob was associate general counsel to the Securities & Exchange Commission from 1978 to 1980. Bob also was a law professor at Georgetown and New York University from 1973 through 1977. In 1968, Bob graduated summa cum laude and Phi Beta Kappa from Harvard College, which awarded him a Knox Traveling Fellowship. In 1972 Bob received a law degree from Yale Law School, where he served on the editorial board of the Yale Law Journal. In 1973, he received a JSD from Yale for his doctoral thesis on state enterprises in Africa. Bob is an outside director of Medtronics, Inc. and Bell Canada. In addition, he is involved with various non-profit organizations, such as the Harvard Neuro-Discovery Center and the Commonwealth Fund. He is a fellow of the American Academy of Arts and Sciences, and a member of two commissions on global competitiveness. He was recently named chairman of a new SEC advisory committee on improving financial reporting. Bob has published on a wide variety of subjects. In particular, he authored the first textbook comparing the regulation of banks to other financial institutions and the main textbook on the mutual fund business. He has also published articles on labor statistics (New York Times, July 8, 2003), health care (Boston Herald, March 20, 2005), hedge funds (Wall Street Journal, June 20, 2005), retirement plans (Wall Street Journal, November 15, 2006), earnings guidance (New York Times, March 3, 2007), and global capital markets (Financial Times,April 26, 2007). Born in 1946, Bob lives in Boston, Massachusetts with his wife Liz, a psychotherapist and figurative artist. They have two adult children, Joanna and David.


François Rainville
President and CEO, Eloda Corporation

François Rainville is a senior executive renowned for his expertise in commercializing IT solutions. Mr. Rainville was appointed president and chief executive officer of Eloda on September 1st, 2007.

In 1992, he acquired the company PRIMA. Under his tenure, the company became a recognized North American leader in the integration of advanced Contact Center solutions. In 2000, when PRIMA merged with Mediasoft to become Elix, Mr. Rainville continued to lead Elix until its acquisition by Bell Canada in 2004 and the creation of BCE Elix. Until 2007, he bolstered BCE Elix's sales organization, orchestrated an expansion in the Ontario and U.S. markets, positioned BCE Elix's contact center product portfolio, strengthened the company's key business partnerships while delivering record sales for BCE Elix.

François Rainville sat on numerous boards of directors, was involved in fundraising campaigns, and received distinctions such as the Caldwell Partners "Top 40 under 40" award, the Junior Chamber of Commerce's "Young Entrepreneur of the Year", and La Presse's nomination as "Personality of the Week". François Rainville holds a bachelor's degree in computer science and is an honor graduate of the Department of Computer Science and Operations Research of Université de Montréal.


Tim Reason
Editorial Director, CFO.com

Tim Reason is the editorial director of CFO.com, a position he assumed after six years as an award-winning writer and editor at CFO magazine. Before joining CFO in April 2000, he founded and spent five years as the editor-in-chief of Energy IT, a business technology magazine for the utility industry published by The McGraw-Hill Companies. He was also a contributing editor to Global Energy Business magazine. He has a B.A. in English and a B.S. in Journalism from Boston University, and an M.S. in Urban Planning from Columbia University.


Mari Reidy
Executive, Crowe

Mari Reidy is the executive-in-charge of the Fraud Services practice within Crowe Chizek and Company LLC’s Forensic Services Group. Reidy specializes in the area of forensic accounting and fraud investigative services. With more than 15 years of experience, she has managed numerous investigations involving fraudulent financial reporting, loan fraud, embezzlement, corruption, employee theft, and fraudulent conveyance of funds. Reidy has written and taught on the subjects of fraud prevention, detection, and investigation, and has been quoted in various publications on the topics. She has provided financial and consulting assistance to clients in several industries, including manufacturing, distribution, not-for-profit, brokerage, and municipalities.

Prior to specializing in forensic services, Reidy managed financial statement and benefit plan audits; reviewed corporate, partnership, and individual federal and state tax filings; and performed due diligence analysis of target company acquisitions. She has provided significant consulting assistance to her clients on various accounting and reporting issues.


Bill Reindl
Senior Vice President, Consumer Segment, CIGNA

Bill joined CIGNA in 2006 after four and a half years with Definity Health, where he managed the East Region with responsibility for Consumer-Driven Healthcare Sales, Business Strategy and Client Management. In addition, Bill provided market perspective input into the product development process for Definity. He had been at the forefront of the consumer movement since it began and is considered one of its thought leaders. He has been a frequent speaker at a wide range of industry conferences including Wharton School Conference on Healthcare Technology, Employee Benefits Research Institute Business Roundtable, Health Industry Coalition, Illinois Chamber of Commerce and Guest Lecturer at the Temple University, Fox School of Business. Before joining Definity Health, Bill spent three years with Hewitt Associates, a national HR consulting firm. Prior to that, he spent 16 years with Aetna Health Plans in a variety of roles, including underwriting, marketing flexible benefits, Director of Marketing for Long Term Care and 7 years in field sales; most recently as Vice President for National Accounts in the Philadelphia market. Bill is a graduate of Providence College and is currently a member of the Board of Directors for the Mary Campbell Center, a nationally recognized home for the multiple handicapped in Wilmington, Delaware. Bill and his wife Sabine have three wonderful daughters and reside in Chadds Ford, Pennsylvania.


John Richardson
EVP and CFO, Qwest Communications International

John W. Richardson is chief financial officer of Qwest Communications International Inc., headquartered in Denver, Colo. Prior to his current role, Mr. Richardson was senior vice president, controller and chief accounting officer for Qwest with responsibility for external financial reporting, regulatory accounting, business unit financial functions, corporate financial planning and analysis, and the corporate tax group. Prior to joining Qwest, Mr. Richardson was vice president — finance of the North American tire division of The Goodyear Tire & Rubber Company, headquartered in Akron, Ohio. During his 35-year career at Goodyear, he also served as the company’s chief accounting officer, as general auditor and was chairman and general manager of Goodyear’s operations in the United Kingdom. Mr. Richardson, a non-practicing CPA in Ohio, serves on the board of directors of Ashworth Inc. A 1967 alumnus of Ohio University, he also serves on the advisory board of that institution’s School of Accountancy.


L. J. Rittenhouse
President, RittenhouseRankings Inc.; Panelist

L. J. Rittenhouse is president of Rittenhouse Rankings Inc., a CEO consulting and investor relations company that annually conducts a benchmark survey of CEO candor and its relationship to stock price performance. The survey results show that CEOs are failing to create coherent letters to shareholders which demonstrate the ability to clearly think about their businesses. Rittenhouse advises Fortune 500 companies on how to expose corporate blind spots to gain competitive advantage and improve execution. Her contributions to promoting capital stewardship and candor have been recognized by Warren Buffett, Jack Bogle, Jack Welch and other respected business leaders. Rittenhouse is the author of Do Business with People You Can Tru$t, a featured selection at the Berkshire Hathaway annual meeting in the shareholder bookstore. It describes how to spot CEOs who destroy trust and has been recommended by Barron’s, Directors & Boards Association, and the American Association of Independent Investors. In 2007, her critique of annual meetings was featured in the Wall Street Journal. Prior to founding Rittenhouse Rankings, Rittenhouse was a senior vice president at Lehman Brothers Inc. She has an MBA and an MS from Columbia University, and is a founding member of the non-profit, Families with Children from China.


Celina Rogers
Associate Director, CFO Research Services

Celina Rogers is associate director of research at CFO Research Services, a unit of CFO Publishing Corporation, which publishes CFO magazine. She researches and writes on corporate finance, performance management, information technology, regulation, corporate governance, and strategic decision making.

Prior to joining CFO Research, Celina served as an associate at Ropes & Gray, a leading national law firm, and as managing editor on the Boston College Law Review. She is a graduate of Boston College Law School and Harvard University.


Anthony Rucci
former EVP and CAO, Cardinal Health; Senior Lecturer, Fisher College of Business, Ohio State University; Panelist

Tony Rucci is Senior Lecturer in the Department of Management at the Fisher College of Business at Ohio State University. He joined the faculty at Ohio State in 2006 following a 25 year career as an executive officer with three Fortune 100 companies, as well as academic experience as dean of a major business school. He has had a broad range of senior officer responsibilities, including extensive board of directors and governance experience, and international responsibilities. He has been centrally involved and responsible for major merger and acquisition activities, as well as large scale organizational transformation efforts. From 1999 to 2005, Rucci was Executive Vice President and President of Strategic Corporate Resources at Cardinal Health. Cardinal is a $75 billion, 55,000 employee, world leader in healthcare products and services to hospitals, retail pharmacies, and pharmaceutical and biotechnology manufacturers. At Cardinal, Rucci had responsibility for human resources, quality and regulatory affairs, information technology, investor relations, communications and corporate branding, media relations and public affairs, global procurement and sourcing, government affairs, real estate, aviation and global security and crisis management. From 1993 until 1998 he was Executive Vice President and Chief Administrative Officer for Sears Roebuck and Co., a $40 billion retail products and services merchandiser. While at Sears, Rucci was responsible for legal, human resources, ethics, quality and product testing labs, procurement and sourcing, administrative services and aviation. In addition, from 1995 until 1997 he was Chairman of the Board of Sears de Mexico, a $450 million, 8000 employee publicly traded retail business in Mexico. From 1979 until 1993, he held a number of executive positions with Baxter International, a world leader in intravenous, dialysis and blood-related healthcare products. He ended his career at Baxter in 1993 as Senior Vice President for Corporate Strategy, Business Development and Media and Investor Relations. He was also Dean of the College of Business at the University of Illinois at Chicago in 1998-1999, as well as interim-CEO of the Ohio State University Physicians Inc. in 2006. He has been on the board of directors of a number of companies, including Sears Canada, Western Auto, Grupo Carso in Mexico and several family owned companies. Rucci has published over twenty-five articles and book chapters, including the Harvard Business Review. In 1997, Fortune magazine featured an interview article with him, and in 2005 Fast Company magazine included him in featured coverage. He has frequently been interviewed and cited in leading publications, including Fortune, the Wall Street Journal, and USA Today. He has been on the editorial board of several professional journals, and has taught at a number of major universities. He is a frequently sought speaker, and has delivered over 125 invited speeches and keynote addresses over the past ten years. He has received numerous recognitions and awards; on six occasions since 1995, he or his areas of responsibility have been recognized as executive or organization of the year by major associations or trade publications. Rucci holds bachelors, masters and PhD (1978) degrees in organizational psychology from Bowling Green State University.


Strat Sherman
Partner, Accompli, Workshop Leader

Stratford Sherman is a co-founder of Accompli. An acknowledged authority in large-scale organizational change, Strat served for many years on Fortune magazine’s Board of Editors. He co-authored Control Your Destiny or Someone Else Will, the classic study of the transformation of General Electric under the leadership of Jack Welch. He has delivered lectures and seminars on change leadership on six continents, and moderated over sixty C-level conferences. Strat’s television appearances include “Charlie Rose” and “The News Hour.” Ranked among America’s “50 Top Coaches,” Strat was senior vice president of Executive Coaching Network, Inc. He serves on the board of Leader to Leader Institute, formerly the Peter Drucker Foundation. A graduate of Harvard College, Strat lives with his family in Connecticut.


Scott Stein
Chief Operating Officer , Solver


Jon Sweet
Chief Stategy Officer, Ryan

Mr. Jon Sweet is the Practice Leader for the U.S. Strategic Business Advisory Services Practice of Ryan, the leading tax services firm in North America, as well as the Principal in Charge of the Firm’s Phoenix office. Mr. Sweet has more than fifteen years experience delivering strategic state and local tax solutions to Fortune 1000 companies in a variety of industries. As the Chief Strategy Officer, Jon specializes in developing and deploying business process and transformational solutions that include performance analysis, benchmarking, process reengineering, and communication planning. Mr. Sweet has a Bachelor of Arts degree in Business Economics from Wheaton College. Prior to joining Ryan, he served as Senior Vice President of Strategic and Market Development for a North American tax consulting firm.


David Taylor
Director, Business Risk Mgmt and PMO, TATA Consultancy Services


Todd Tueller
Global Business Risk Management Leader, IBM

Todd Tueller is a partner in IBM’s Global Business Services Practice and is the leader of IBM’s Global Business Risk Management Practice within the IBM’s Financial Management (FM) service line. Financial Management consists of 6,000 consultants world-wide providing strategy, systems and process assistance to CFOs and finance organizations across all industries.. Prior to joining IBM, Todd was a co-founding partner and Managing Director of Protiviti, a Risk Management Firm specializing in Business Risk, Technology Risk, and Internal Audit. During his tenure, Protiviti grew from a U.S. based $20 million company to a $500 million global business. Todd served as a member of Protiviti’s Technology Risk Leadership team and chaired its leading edge Risk Management “Think Tank”. In these roles, he was responsible for developing the business strategy, expanding market awareness, building go-to-market solutions and capabilities, and developing new partner channels for growth. A former partner in a Big 5 firm, Todd also brings 20+ years of experience and leadership in Internal Audit, External Audit; Process re-engineering, SAP and Oracle integration, and Advanced Technology development and deployment. He has worked across a variety of key industries in his career including Consumer Products, Pharmaceutical, Health Care, Retail, High Technology, Bio Technology, and Manufacturing. Mr. Tueller holds a BS degree in Accounting from Brigham Young University. He is also a is also a C.P.A and member of the AICPA.


Eduardo Vergara
SVP, Global Product Management & Marketing, American Express

Eduardo Vergara is the Senior Vice President for Global Product Management & Marketing at American Express, responsible for managing the global corporate card product portfolio. In this role, he develops and executes strategies, value propositions and partnerships to help corporate clients manage their travel and entertainment related expenses.

Mr. Vergara joined American Express in January 2007. Prior to that, he was Senior Vice President and Regional Executive for International Business Development, Latin America, and Canada for Bank of America’s Global Treasury Services business, the world’s largest cash management provider. Before that, Mr. Vergara was the International Remittance and Prepaid Card Executive for Bank of America.

Prior to joining Bank of America in 2002, Mr. Vergara was Engagement Manager at McKinsey & Company in New York, where he helped leading financial institutions develop strategies for achieving a superior competitive position.

Mr. Vergara holds a Ph. D and an M.A. in Economics from Princeton University, and an M.S. in Engineering-Economic Systems from Stanford University. Before that he received a bachelor’s degree with Honors in Chemical Engineering from the National University of Mexico.


Juan Carlos Webster
Principal, Booz Allen Hamilton

Juan Carlos Webster is a Principal at Booz Allen Hamilton where he specializes in advising boards and senior executives on aligning shareholder expectations with operating performance and financial strategy, including dividend policy and capital structure considerations.

He has worked across multiple industries on topics including value based performance management, equity incentive compensation, acquisition and divestiture evaluation and value based strategies.


Guy Weismantel
Director of Marketing , Microsoft Corporation

Guy Weismantel is a Marketing Director with Microsoft in the company’s Office Business Applications division, where he is responsible for the group’s messaging and positioning of its business intelligence portfolio of products. Prior to joining Microsoft, he was a Senior Director of Corporate Marketing with Business Objects, where he was responsible for the company’s performance management marketing operations. He has also held leadership positions at Manugistics, Inc., The Vista Technology Group, a leading provider of CRM solutions to the Retail and CPG markets, Baxter Healthcare, and its subsequent spin-off of Caremark International, where he was the Manager of Corporate Finance in the company’s internal audit department. He is a member of the American Marketing Association, and is a CPA in the State of Illinois. He has a Bachelors Degree in Accounting from the University of Notre Dame, and a Masters Degree in Business Administration from the Kellogg School of Management at Northwestern University.


Erhardt Werth
EVP Guaranteed Business Solutions, ARCADIS

Erhardt Werth is the Executive Vice President of Guaranteed Business Solutions for ARCADIS. He is located in the firm’s U.S. headquarters in Denver, Colorado. As the corporate officer responsible for directing the firm’s Guaranteed Business Solutions program, he works with Fortune 500 companies, federal and state governments, and the Department of Defense to develop business solutions that provide financially-attractive approaches to resolving environmental liabilities. In effect these methods improve the value of under-performing property assets, restore natural resources and provide economic revitalization.

Since 1994, Erhardt has helped commercial and civil entities successfully eliminate environmental liability burdens generating the realization of over $1,000,000,000 in property redevelopment value.

Erhardt lectures extensively throughout the U.S. and Europe on topics relating to environmental risk elimination through performance-based contract models, accelerating the current process for driving impaired properties to productive reuse and providing the assurances necessary to utilize the redevelopment value of properties to finance or offset their clean-up costs. He has been instrumental in the dramatic change undergone by the U.S. Army with respect to how the Army now more confidently and cost-effectively achieves environmental clean up for its installations.

He holds a bachelor’s degree in geology, a master’s degree in engineering, multiple state licenses as a professional geologist and hydrologist and has served as an expert witness in jury trials.


Stephen Wilson
Principal, George Group Consulting, L.P.

Stephen Wilson is a Principal with George Group, now part of Accenture, and co-author of the book Conquering Complexity in your Business and a key contributor to Fast Innovation (both published by McGraw Hill). He has worked across multiple industries including: consumer goods/retail, financial services, and industrial goods.


Pete Winiarski
Principal , George Group

Pete Winiarski, Principal in Operations Strategy at George Group, is an expert in methods to align and focus organizations to achieve their strategic goals. He is a professional change agent leader with extensive experience over the past 20 years in applying operations excellence as a strategic weapon. Pete has worked with industries across the board in insurance, pharmaceutical, electrical, automotive and waste management. Prior to George Group, Pete has served as Vice President of Operations at Gems Sensor and was an Engagement Manager / Operation Practice Leadership Team with McKinsey & Company.

Pete received his Bachelor of Science in Industrial Engineering with a Minor in Economics from University of Massachusetts and his Masters of Business Administration from Rensselaer Polytechnic Institute.


Jerry York
CEO, Harwinton Capital; former CFO, IBM and Chrysler; Corporate Director, Tyco International Ltd., and Apple

Jerome (Jerry) York is Chief Executive Officer of Harwinton Capital, LLC, a private investment company he founded in 2000. Harwinton Capital’s principal investments are in the technology, biotechnology and entertainment sectors. From 2000 to 2003 he was Chief Executive Officer of Micro Warehouse, Inc., a multi-national reseller of computer hardware, software and peripheral products. From 1995 to 1999 he was Vice Chairman of Tracinda Corporation, the private investment company owned by Mr. Kirk Kerkorian, with major investments in the automotive, filmed entertainment and gaming industries. In April, 2005, Mr. York entered into an advisory arrangement with Tracinda regarding potential investments in the automotive industry. Before joining Tracinda in 1995, he was Senior Vice President and Chief Financial Officer and a member of the Board of Directors of IBM Corporation, joining IBM in 1993 shortly after Mr. Louis Gerstner became its Chief Executive Officer. Prior to IBM, he spent fourteen years (1979 to 1993) at Chrysler Corporation, rising through a series of positions, including heading up Chrysler’s Mexican Operations, Manufacturing Engineering Operations, Truck Operations, and the Dodge Division, and becoming Executive Vice President and Chief Financial Officer and a member of the Board of Directors in 1990. Previously, he was Group Vice President of Baker Industries, Inc., with responsibility for the Wells Fargo-branded Alarm, Armored Car and Guard Services Divisions, and prior to that was Vice President — Operations of the Hertz Corporation’s Truck Rental and Leasing Division. From 1963 to 1967 he was an engineer with General Motors Corporation, initially at the GM Engineering Staff, and subsequently at the Pontiac Motor Division. He then spent three years at the Ford Motor Company, holding a number of positions in the Car Product Planning Office — ultimately having responsibility for the long range planning for all Ford, Mercury and Lincoln passenger cars. Mr. York holds a B.S. degree from the U.S. Military Academy, an M.S. degree from the Massachusetts Institute of Technology, and an M.B.A. degree from the University of Michigan. He is also a Registered Professional Engineer in the state of Michigan. He is currently a director of Apple Computer, Inc., Tyco International Ltd. and MyPublisher, a privately held, web-based provider of custom photo albums.


John Zdanowski
CFO, Linden Lab

John oversees all the financial and accounting activities of Linden Lab including management of the rapidly growing Second Life economy. Second Life is the largest user created 3D online virtual world. The Second Life Grid is a sophisticated virtual world development platform created by Linden Lab, a company founded in 1999 by Philip Rosedale, to create a revolutionary new form of shared 3D experience. John has extensive experience building and growing profitable internet companies. Prior to Linden Lab John was CFO at HouseValues where he led finance and accounting as the company profitably quadrupled to over $100 million in revenue in 3 years. John also arranged the company's first institutional financing round of $15 million and its $94 million IPO in 2004. Prior to joining HouseValues, John co-founded Affinity Internet, Inc. raising more than $60 million to build a highly profitable Web hosting and services company serving more than 200,000 small and medium sized business customers. John has worked as an investment banker and a management consultant and began his career as an engineer in GE's highly acclaimed management training programs. John holds an MBA from Harvard Business School, an MS in Electrical and Computer Engineering from Syracuse University, and a BS in Electrical Engineering from Clarkson University. About Second Life and Linden Lab: Second Life is the largest user created 3D online virtual world. The Second Life Grid is a sophisticated virtual world development platform created by Linden Lab, a company founded in 1999 by Philip Rosedale, to create a revolutionary new form of shared 3D experience. The former CTO of RealNetworks, Rosedale pioneered the development of many of today's streaming media technologies, including RealVideo. In April 2003, noted software pioneer Mitch Kapor, founder of Lotus Development Corporation, was named Chairman. Based in San Francisco, Linden Lab employs a senior team bringing together expertise in physics, 3D graphics, and networking.


Marvin Zonis
Global Political-Economic Expert and Author; Professor Emeritus, Graduate School of Business, University of Chicago

Marvin Zonis is Professor Emeritus, the Graduate School of Business, the University of Chicago. At Chicago’s Business School, Zonis teaches courses on International Political Economy, Leadership, and E-Commerce. He was the first professor at the Business School to teach a course on the effects of digital technologies on global business. He also consults to corporations and professional asset management firms throughout the world, helping them to identify, assess, and manage their political risks in the changing global environment. Zonis is a co-founder and Chairman of DSD, a software development company based in Moscow and Chicago. He is a member of the Board of Directors of CNA Financial, the global insurance and financial services firm, the Board of Directors of Go2Call, a VoIP company, and on the Board of Advisors of Syntek, a European Private Equity Venture Capital Firm focusing on TMT (telecom, media and technology). He is a Fellow of DiamondCluster International, a global technology consulting firm and also a member of the Board of Directors of the Fondation Etats Unis, Paris and the Board of Advisers of the Centre for Business Management, Queen Mary University of London. What unites these activities is Zonis’ unique awareness of the intersections of politics, economics, and emergent technologies. He argues that accelerating technological developments drive globalization both economically and politically. Economically, cross border financial flows and business outsourcing to lower cost countries, for example, are major factors driving the global economy. Politically, country instability and terrorism, for example, are major factors driving global politics. The intersection of these and other forces, such as demography, determine prospects for economic growth and business success. In the face of these global challenges, business leadership, and a true understanding of what defines leadership, is more essential than ever. Zonis has written extensively on globalization, d