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Jeffrey Babka
SVP and CFO, NeuStar; Recipient of the Northern Virginia Technology Council 2006 Public Company CFO of the Year Award
Jeff Babka is senior vice president and chief financial officer of NeuStar, Inc., an NYSE-listed provider of clearinghouse services to the North American communications industry and Internet service providers around the world. Having joined NeuStar in April 2004, Mr. Babka led NeuStar’s efforts in support of its Initial Public Offering and listing on the New York Stock Exchange on June 29, 2005. NeuStar’s IPO was the first US IPO in excess of $500 million since February 2004 to increase offer size and price above its initial range. In December 2005, NeuStar was awarded “IPO of the Year” for 2005 by International Financing Review and Renaissance Capital. In 2006, NeuStar successfully completed two strategic, global acquisitions for just over $200 million in cash. Mr. Babka’s 33 year career includes a wide variety of financial and operational management and executive positions with a concentration in telecommunications, including a long tenure at AT&T, Lucent Technologies, and Concert. Prior to joining NeuStar, Mr. Babka was Executive Vice President, Finance and Administration and Chief Financial Officer of Indus International, a publicly-held service delivery management software company, where he led the Indus team on two acquisitions and the raising of $40 million in new investor financing while executing a financial turnaround. Mr. Babka is a Magna cum Laude graduate of the University of Dayton, and obtained his MBA from Manhattan College. He is a graduate of the Stanford University Executive Program, and obtained CPA certification in Ohio in 1974. Mr. Babka serves on the board of directors and is chairman of the audit committee of Aptara, Inc., a pre-IPO content transformation company based in Falls Church, Virginia, with significant operations in India. Recently, he was the recipient of the Northern Virginia Technology Council’s Public Company CFO of the Year Award.
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Dina Bank
Director, Financial Systems , MPG
Ms. Bank is currently the Director of Financial Systems at Media Planning Group (MPG) since 2002. Prior to MPG, she held various senior level financial roles at Nabisco Group Holdings, Morgan Guaranty Trust Company, and PricewaterhouseCoopers. Ms Bank holds an MBA with an emphasis in Information Systems/Finance/Operations Management from New York University.
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Robert Blondin
Vice President - Learning Strategy, ACS
Bob is a vice president in the learning group at ACS, acting as the firm’s chief learning strategist. Prior to that he was a partner at Ernst & Young for ten years. He has provided strategic learning services to Ernst & Young’s global affiliates as well as to a variety of Fortune 500 clients in the retail, financial services, government, pharmaceutical, energy, manufacturing, and high tech sectors. Bob has significant experience working at the executive level to align business goals with learning strategies. His experience totals 35 years.
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William Brower
retired VP, Group Finance, Business Analysis , Johnson & Johnson
William "Bill" Brower, Jr., CMA, CFM, is Chair Emeritus of the Institute of Management Accountants (IMA®). Since obtaining his Certified Management Accountant (CMA®) credential in 1985, he has been an active member of IMA, serving terms as a member of the IMA National Board of Directors, Chair of the Education Committee, and member of the Strategic Planning Committee. Bill also served on the Board of Regents of the Institute of Certified Management Accountants (ICMA). In addition, he served as trustee of the Foundation for Applied Research and a governor of the SCMS. In 2006, Bill retired from Johnson & Johnson after 39 years and was serving at vice president, Group Finance, Business Analysis, and had recently overseeing the finance transition planning for the merger of Guidant. Prior this role, he was vice president of Finance, Group Finance overseeing the Consumer Pharmaceutical, Nutritional Products, Specialty Pharmaceutical, Women's Health, and Urology franchises. Earlier he was chief financial officer and member of the Board of McNeil Consumer & Specialty Pharmaceuticals and was vice president, Finance and member of the Board for McNeil Pharmaceutical. He has held financial management positions at McNeil Laboratories and the Johnson & Johnson domestic Operating Company. As CFO of the McNeil Companies, he also had responsibility for Information Technology. Actively involved in Licensing and Acquisitions, he has been instrumental in leading numerous successful product additions to the Johnson & Johnson portfolio. Bill has been an avid proponent of the development of financial talent and the promotion of the CMA credential within Johnson & Johnson. In 2005 approximately, one-third of the J&J operating company CFOs in the U.S. had worked for him at McNeil. Bill received an MBA degree and a BA degree in mathematics from Lehigh University prior to joining Johnson & Johnson in 1967. He also served as an officer on active duty in the U.S. Army for two years.
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Peter Bull
Group Program Manager, Microsoft Office Business Applications
Peter Bull is Group Program Manager for PerformancePoint Server, a new product in the business intelligence from Microsoft and is responsible for the feature, functional and technical design of the product. Prior to joining Microsoft Peter ran his own business intelligence software company in Europe and before this has worked extensively in the software industry developing BI products. He also has 10+ years experience as a CFO working in business and commerce. Peter is a fellow of the Chartered Association of Certified Accountants (an international, professional accounting qualification) and holds a degree in Business Administration from Staffordshire University in the UK.
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Dan Bulos
President, Symmetry Corporation
Dan Bulos is president and founder of Symmetry Corporation in San Rafael, CA, a leading business intelligence consulting firm. He has over 25 years of experience consulting to Fortune 500 companies on how to maximize their strategic advantage using performance management. A featured speaker at conferences in the U.S. and Europe, he is a recognized authority on implementing planning applications.
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David Burritt
VP and CFO, Caterpillar
David B. Burritt is vice president and chief financial officer of Caterpillar Inc. He has responsibility for the Global Finance & Strategic Support Division, which includes accounting, tax, treasury, investor relations, global finance transformation, product source planning services and Caterpillar Luxembourg S.àR.L, corporate audit & compliance and strategic support functions including: strategic investments, competitive intelligence, marketing and customer analytics and revenue management. Burritt served as Caterpillar’s corporate controller from December 2002 to December 2004 when he was named vice president. As corporate controller, he introduced the company’s transparent financial reporting initiative — a key component of Caterpillar’s Sarbanes-Oxley compliance that aligns Caterpillar’s internal and external reporting processes. Burritt began his career at Caterpillar in 1978 as an accountant. He served as an inventory and budget accountant in Caterpillar’s foundry operations and then moved to its General Offices in financial reporting and tax roles. In 1990, as manager of Business Measurements, Burritt helped facilitate Caterpillar’s reorganization into accountable business units by designing a new corporate metrics process and business unit reporting structure. Beginning in 1994, he gained international experience by assuming the role of business resources manager for Cat Belgium S.A. He went on to become general manager of Strategic and Business Services for Europe, Africa and the Middle East, and CIS based in Geneva, Switzerland. Prior to his corporate controller position, Burritt helped lead the company’s implementation of 6 Sigma as the corporate champion, driving Caterpillar to become the first company to launch this business improvement methodology worldwide and achieve net benefits in the first year. Burritt graduated with a Bachelor of Science degree in Accounting from Bradley University in 1977. He earned an MBA from the University of Illinois in 1990. He also completed the Stanford University Executive Program in 1998 and the Aspen Institute’s Executive Program in 2005. He is a lifetime member of Phi Kappa Phi. Burritt is a certified public accountant and member of the American Institute of CPAs. He is also a certified management accountant and member of the Institute of Management Accountants. He serves as a member of the Corporate Executive Board’s Working Council for CFOs and the Conference Board Council of CFOs.
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Chris Caren
General Manager, Microsoft
Chris Caren is General Manager of Office Business Applications. Chris has responsibility for Sales, Marketing, Product Planning and Business Development. The mission of Office Business Applications is to enable people to work with line of business information (e.g. ERP, CRM) and business processes from within the MS Office System. This is a critical part of the MS Office business strategy going forward. The group has three main areas of focus: (1) Office PerformancePoint Server 2007, a new business performance management application spanning scorecarding, analytics, and planning (2) the leadership role in bringing together Microsoft’s overall sales and marketing activities in the business intelligence market, and (3) enable MS Office to interoperate with ERP/CRM processes and information (the recent Duet partnership with SAP is a great example — and is being managed by this group), Chris joined Microsoft from Business Objects, where he was Vice President of Product and Corporate Marketing. Previous experience includes Vice President of Product Marketing at Manugistics, head of sales and marketing at an Oracle financial applications company, and a leadership position at Accenture. Chris holds an MBA with distinction from Kellogg Business School, and a bachelor of science in engineering from Stanford University.
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Ram Charan
Acclaimed Speaker, Advisor, and Author
Ram Charan is a highly acclaimed business advisor, speaker and author. Ram has coached some of the worlds’ most successful CEOs. For 35 years, he has worked behind the scenes at companies like GE, KLM, Bank of America, DuPont, Novartis, EMC, Novartis, 3M and Verizon. Ram started his business career as a teenager working in the family shoe shop in India. He went on to earn an engineering degree and then MBA and doctorate degrees from Harvard Business School. He graduated from Harvard with high distinction and was a Baker Scholar. He then served on the Harvard Business School faculty. Ram is known for his practical, real world perspective. His expertise runs deep in several areas of business: Organic Growth, Succession & Leadership Pipeline, Leadership, Tools for Changing a Business Culture, Corporate Governance, Building Top Management Teams, Execution: Discipline of Getting Things Done, Business Acumen, and Culture of Innovation. Ram is a favorite among executive educators. He has taught for 30 consecutive years at GE's famous Crotonville Institute and is the recipient of their Bell Ringer award (best teacher). He won the Best Teacher Award at Wharton and Northwestern. He was among Business Week’s top ten resources for in-house executive development programs. Ram is a well-known author, whose books include Execution, co-authored with Larry Bossidy, the former CEO of Honeywell. Execution reached number one on the Wall Street Journal list, and has been on the New York Times’ best-seller list for more than one hundred and fifty weeks. Ram's other books include Boards That Deliver, What the CEO Wants You to Know, Boards at Work, Every Business Is a Growth Business, and Profitable Growth. His newest book, Know-How: The 8 Skills That Separate People Who Perform From Those Who Don’t, came out in January, 2007. He also tailors his books for specific client companies such as Gateway, Ford and EDS. He's written articles for the Harvard Business Review, Fortune, Time, Information Week, Leader to Leader, Director's Monthly, Directorship, The Corporate Boardand USA Today. Ram is a director of Austin Industries, The Six Sigma Academy and Tyco Electronics. He was elected a Distinguished Fellow of the National Academy of Human Resources in 2005. He serves as a co-host for the Fortune Forum on Corporate Governance and also serves on the National Association of Corporate Directors’ Blue Ribbon Commission on Corporate Governance. Ram is based in Dallas, Texas.
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Carlos Chu
Senior Manager, 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, healthcare and energy verticals. Prior to his consulting work, Carlos held roles in internal audits and financial planning and analysis for Praxair. He has an MBA from Thunderbird and a Bachelor of Architecture from Ryerson University.
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Peter Chung
Managing Partner, Summit Partners
Peter joined Summit Partners in the Palo Alto office in 1994. Prior to joining Summit, he worked in the Mergers & Acquisitions Department of Goldman, Sachs & Co. Peter's board directorships and investments include ADVA AG Optical Networking, AltoCom, Card Capture Services, Ditech Networks, E-TEK Dynamics, Empower RF Systems, Finisar, GoldenGate Software, iPayment, SeaBright Insurance Holdings, Sirenza Microdevices, and Splash Technology Holdings. Peter received an A.B. from Harvard University and an M.B.A. from Stanford University.
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Andrew Conde
Regional Account Manager, Clarity Systems
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Andy Conde
Regional Account Manager, Clarity Systems
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Clive Corscadden
Partner, Enterprise Systems Optimization Lead, Computer Sciences Corporation
Mr. Corscadden is a partner within CSC’s Strategic Consulting Practice. He has extensive business experience gained in a wide variety of national and international consulting engagements. Mr. Corscadden has had exposure in many different areas ranging from shared services (full life cycle of organizations’ back office optimization from assessment through to delivery), business strategy, ERP strategy, performance management, and finance process & procedures. His industry experience includes aerospace & defense, consumer packaged goods, manufacturing, chemicals, and pharmaceuticals. He has worked extensively in Europe and the U.S.
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Clayton Daley, Jr.
Vice Chair and CFO, Procter & Gamble Company
Prior to joining Procter & Gamble in September 1974, Daley attended Davidson College where he received an A.B. in Economics. He then continued his education at Ohio State University where he earned his MBA in 1974. Daley has been with Procter & Gamble for over thirty years and has held numerous job titles. He has held positions of increasing responsibilities as cost department manager, director of corporate planning, vice president and comptroller of Procter & Gamble International, and Daley’s most recent title, vice chair and chief financial officer in 2007. With several other additional titles, Daley has proven himself as a valuable asset to Procter & Gamble. Daley has participated with several different organizations including Financial Executives Institute, Cancer Family Care, and the Council of Financial Executives.
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Dan Darst
Engagement Director, Softrax Corporation
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Scott Davis
Vice Chairman and CFO, UPS
Scott Davis is the chief financial officer and recently-elected vice chairman of UPS. He is also a member of the UPS Management Committee, which oversees the day-to-day management of the company. As CFO, Davis 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. UPS's sound financial management and growth fuel the company's expansion into new and complementary businesses that enable global commerce. With 30 years of consistent growth in revenue and net income, UPS is poised to deliver a sound future for its employees, customers, investors and business partners. A native of Oregon, Davis earned a bachelor's degree in finance from Portland State University. After completing college, he spent several years with Arthur Andersen. Davis also completed an Advanced Management Program at the Wharton School of Business. Davis joined UPS in 1986 when the company acquired Oregon technology company, II Morrow. He had served as the chief financial officer and then CEO. Beginning in 1991, Davis held positions of increasing responsibility as treasury manager, financial reports and plans manager and accounting manager. From late 1998 to early 2000, he served as chief executive officer of Overseas Partners, Ltd., a Bermuda reinsurance company. Davis then rejoined UPS as its vice president of finance. In that position, he was responsible for banking, investments, mergers and acquisitions, tax and investor relations. Davis joined the UPS Management Committee and assumed his current position in 2001. Davis, a Certified Public Accountant, serves as deputy chairman of the board of the Federal Reserve Bank of Atlanta. He is also on the Board of Honeywell International, Inc., and is chairman of the Georgia Council on Economic Education.
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Marc Diamond
Partner, KPMG LLP
Marc is a partner in KPMG’s CFO Advisory Services practice. He has over 30 years of professional experience in providing a wide range of process improvement and other advisory services to various sized technology and other companies. He currently serves as the Advisory Team Market Leader for the Pacific Northwest. Before transferring to Seattle, Marc worked in Silicon Valley for over 20 years. Marc is a member of the board of the Technology Alliance in Seattle, and also of Junior Achievement. While in California, Marc served on the Audit Committee for the United Way of Santa Clara County, the Board of the Almaden Valley Youth Association and the Board of Downtown Cancer League. Marc received his Bachelor of Science degree in Accounting from the University of Illinois (Champagne/Urbana).
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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.
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Satya Easwaran
Director, KPMG LLP
Satya Easwaran is a Director in KPMG’s CFO Advisory Services practice with more than 12 years of experience in the management and execution of strategic finance and IT transformation initiatives, business process/performance improvement solutions, and focused business agility solutions through thought leadership in advance technologies and innovation. Satya has experience in project execution for all phases of delivery lifecycle, ranging from strategic business definition and planning to architecture design, and rollout. In addition, he has performed a number of projects to improve major business functions and processes focusing on customer management, financial services, supply chain and various vertical and cross-industry process domains. He has developed a corporate finance transformation strategy for a global software company working closely with the client’s CFO task force, and has established an enterprise vision and rollout strategy for corporate reporting and business performance management. Satya received his Bachelors degree in Electronics Engineering from Mumbai University (India) and an MBA from Santa Clara University, Leavey School of Business.
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Elizabeth Howe Faber
Principal, Mercer
Betsy Faber is a Principal and an attorney with the Retirement practice in the Los Angeles office of Mercer. She is Mercer’s West Zone Compliance Review Coordinator. As such, she has been involved in compliance reviews for over 20 organizations. She is also Mercer’s West Zone Defined Contribution Leader. Betsy's responsibilities include advising on compliance and design issues affecting qualified retirement plans. She also consults on general defined contribution issues such as vendor management, plan design and governance issues. She works with several 401(k) Plan Committees to assist with the oversight and management of their 401(k) programs. Prior to joining Mercer in 1988, Betsy was with the Employee Plans Technical and Actuarial Division of the Internal Revenue Service (IRS) National Office in Washington, D.C. She was involved in several major IRS projects, primarily in the Section 401(k) area, which included developing and implementing 401(k) regulations and model language and notices published by the IRS. Her IRS duties also included reviewing defined contribution and defined benefit plans submitted for IRS approval. Betsy received her J.D. degree from Santa Clara University School of Law and her B.S. degree in business administration from San Jose State University. She is a member of the State Bar of California, the Los Angeles County Bar Association, the American Bar Association, and the Women Lawyers Association of Los Angeles. She is an active member of the Los Angeles Chapter of the Western Pension and Benefits Conference.
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Henry Fetta
Director, Finance Training, Kraft Foods, Inc.
Henry Fetta is Director Finance Training for Kraft Foods and is responsible for leading global Finance training initiatives and programs. This includes developing a global approach for training that supports critical functional technical knowledge and skills. Additionally, Henry identifies training needs and leads or organizes the development of technical training courses that address global requirements. Henry began his career with Kraft in 1980 and he has held a variety of functional and division roles including Plant Controller at two locations, Regional Controller in the Food Service business, Director of Finance for Human Resources and Facilities Management and most recently Director of Controls for the Global Supply Chain organization. Henry has lead numerous onboarding, training, recruiting and mentoring programs for the function throughout his career. Henry holds a B.S. in Chemical Engineering and an M.B.A. in Finance from the University of Notre Dame.
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Michael Fraley
Partner, Finance Transformation Lead, Computer Sciences Corporation
Mr. Fraley is a partner with CSC’s Strategic Services Group, and leads the Finance Transformation practice. He specializes in business process re-engineering and transformation of the Finance/Accounting functions. This includes business process and shared services design, business performance metrics development, building the business case to support needed changes, organization design, and implementing the necessary technical enablers to support the redesigned processes and supply appropriate management information. In his twenty-three years of engineering and management consulting experience, Mr. Fraley has worked in a number of industries including: discrete and process manufacturing, utilities, automotive, hotels and hospitality, restaurant holding companies, staffing services, insurance, fire protection systems, paper manufacturing and processing, package distribution, and naval shipping design and construction.
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Ted French
EVP and CFO, Textron
Ted R. French is executive vice president and chief financial officer of Textron Inc. He also serves as chairman and CEO of Textron Financial Corporation. French is a member of Textron's Management Committee and Transformation Leadership Team. Prior to joining Textron in December 2000, French served as president, financial services and chief financial officer for CNH Global NV, an $11 billion leader in the agricultural equipment, construction equipment and financial services industries created through the 1999 merger of Case Corporation and New Holland NV. Prior to the merger, he spent 10 years with Case Corporation in various management positions. He joined Case in 1989 as vice president of corporate planning and development, where he led the development of the company's business strategy and restructuring programs. In January 1992, he was promoted to president, financial services and chief financial officer, a title he retained after the merger with New Holland NV. From 1992 to 1994, he also served as treasurer of Case. Previously, French spent 12 years with Rockwell International in a variety of finance, operations, strategic planning and corporate development positions, including director of business development for Rockwell Automotive. French earned his BBA in economics and his MBA from the University of Georgia. He is a member of the board of directors of the U.S. Chamber of Commerce, the Issuers Advisory Committee of Standard & Poors and the Editorial Advisory Board of CFO Magazine. He previously served on the advisory committee of the U.S. Export-Import Bank (EXIM). French is a Certified Textron Six Sigma Green Belt.
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Ken Goldman
former CFO, Seibel Systems
Ken Goldman served as Senior Vice President, Finance and Administration, and Chief Financial Officer of Siebel Systems from August 2000 until the close of Oracle Corporation’s acquisition of Siebel in January 2006. Prior to working at Siebel Systems, he served as Senior Vice President of Finance and Chief Financial Officer of Excite@Home. From 1992 to 1996, Mr. Goldman served as Senior Vice President of Finance and Chief Financial Officer of Sybase, Inc. Other Chief Financial Officer positions that Mr. Goldman has held were with Cypress Semiconductor and VLSI Technology. Mr. Goldman earned his bachelor’s degree in electrical engineering from Cornell University in 1971 and received his master’s degree in business administration from Harvard Business School in 1974. He is a member and the former president of The Financial Executive Institute, Santa Clara chapter and was formerly an advisory council member of the Financial Accounting Standards Board. He is an advisory board member for the Harvard Business School California Research Center, a member of the West Coast Chief Financial Officer Roundtable, a member of the FEI Committee for Financial and Information Technology and a member of the NASDAQ’s Issuer Affairs Committee. He serves as a trustee on the board of The Menlo School and Cornell University and serves as a director on the board of two public companies.
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Hank Gutman
Director, Tax Governance Institute, KPMG LLP
Hank, a former chief of staff for the Joint Committee on Taxation, heads the Federal Tax Legislative and Regulatory Services group at KPMG’s Washington National Tax and is the Director of the Tax Governance Institute. Under Hank’s leadership, the Legislative and Regulatory Services practice gives clients immediate notification about breaking developments in tax legislation or federal tax regulations, and coordinates the early identification of specific client issues concerning legislation, regulations, rulings, and other administrative pronouncements. The Tax Governance Institute provides a forum for board members, corporate management, stakeholders, and government representatives to explore and debate aspects of tax oversight and management, including tax risk, control and reporting. Before joining KPMG, Hank was a partner in the Washington, D.C. office of the law firm of King & Spalding. Hank taught at the University of Pennsylvania and Virginia Law Schools. He is frequently quoted on federal tax legislative matters by The Wall Street Journal and The New York Times, as well as in the tax press.
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Tony Holmes
Principal, Mercer Health & Benefits
Tony is a Principal, Senior Consultant and group health actuary in the Atlanta office of Mercer Health and Benefits (“Mercer”). He is Mercer’s Consumerism Practice Leader for the South Zone, specializing in emerging ways to encourage employees to improve health cost and quality outcomes by becoming better informed and engaged in their purchase and use of health care. He is also a member on Mercer’s National Consulting Advisory Group that identifies best and emerging practices with large organizations. Areas of focus include the strategic assessment, design and pricing of employee health benefit plans, and the analysis of evolving consumerism and consumer directed healthcare programs. He assists clients with technical retiree welfare, underwriting, funding, network and financial analysis, as well as alignment with their broader strategic HR and total rewards programs. His broad-based and unique blend of health experience and communication, strategy, and technical skills enables him to find creative, practical, and cost-effective solutions to his clients' needs. Tony has over twenty five years of experience in health insurance operations and in employee benefits consulting to private and public organizations with 1,000 to over 300,000 employees. He has held senior management positions with a large health insurance company. He was formerly a Principal/Partner in Atlanta with two other prominent international consulting or accounting firms, where he also held office and regional practice leadership roles. Tony also practices as a client relationship manager to coordinate varied communication, retirement, compliance, compensation, investment, global and other HR and benefit services. His merger and acquisition, spin-off, plan consolidation, and broad client responsibilities contribute to his broad knowledge of industry trends and employer needs. Tony received a Bachelor in General Studies degree with high distinction and a Master of Actuarial/Mathematics degree from the University of Michigan. He is a Fellow of the Society of Actuaries, Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. Tony holds state insurance representative and counseling licenses, and is a regular speaker on strategic, technical, retiree health, industry trend, consumerism and consumer directed health care issues.
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Joe Hornberger
Director, Supply Chain Risk Group , Manhattan Associates
Joe Hornberger develops and delivers lean and risk mitigation strategies for Manhattan Associates in the aerospace and defense, automotive, industrial manufacturing and distribution, and high-tech industries. Prior to joining Manhattan, Mr. Hornberger held senior management positions at SeeBeyond and i2 Technologies, where he served as director of worldwide strategic services responsible for the development and execution of supply chain assessment engagements, specifically articulating to C-level executives the value of IT in strategic decisions. Mr. Hornberger was a key player in developing the software industry’s approach to focusing on customer value and ROI versus improved feature and function. Mr. Hornberger’s business background includes derivatives trading as a member of the Chicago Board Options Exchange, the Chicago Board of Trade and Merrill Lynch. He has a degree in Finance and Banking from the University of Arkansas.
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Robert Howe
Financial Analyst, F5 Networks Inc.
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Bob Iversen
VP, George Group
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Cynthia Jamison
National Director of CFO Services, Tatum LLC
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.
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Jay Jamrog
Futurist and SVP Research, Institute for Corporate Productivity
Jay is a futurist. As the SVP of Research at i4cp, he has devoted the past 20 years to identifying and analyzing the major issues and trends affecting the management of people in organizations. Currently, Jay and his staff of over 20 analysts are following approximately 150 demographic, social, economic, technological, political, legal, and management trends, and there are over 100 major corporations supporting this research with annual grants. Over the years, he has helped some of the most innovative organizations gain a deeper understanding of the world’s changing business environment and has helped them think strategically about today’s actions and tomorrow’s plans. Jay has confidential access to some of the most progressive organizations, and he's currently an active advisor to more than a dozen leading corporations. In addition, Jay conducts over 50 seminars annually for major corporations on subjects related to the changing nature of the workplace and workforce. Jay is associate editor for Human Resources Planning magazine, has had articles published in major business magazines and is frequently quoted in business publications and newspapers. In addition, he often collaborates with, and speaks before, other organizations and associations (e.g., HRPS, SHRM, The Mayflower Group, ASTD, ABA, AGA, NEDA) on major research topics related to the future of people management. Prior to joining HRI in 1982, Jay held numerous management positions, including vice president of purchasing for Webb Co., a large import/export wholesaler. He has an MBA and taught labor relations in the School of Management at the University of Massachusetts, and is a distinguished lecturer at The University of Tampa. Jay also spent five years living in the Far East, has a Black Belt and reads history for pleasure.
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Steve Jandrell
Director, Business Transformation and Change, TATA Consultancy Services
Steve Jandrell is a highly experienced Organizational Change Management and Business Transformation consultant. Following a successful career in industry as a Senior Executive in Human Resource Management and Business Development, he has spent the past 15 years in Management Consulting focusing on the human dimension of significant organizational and business change. Since 1994, Steve has worked exclusively with large Corporations undergoing change either through re-engineering or in the implementation of enterprise resource planning solutions such as SAP. Within Capgemini’s SAP Practice, Steve was the North America Leader for Change Management and End User Training for four years and held the role as the Americas Leader for Organization Transformation. He is now the leader for the TCS Business Transformation and Change Practice.
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Greg Johnson
Regional VP, US Commercial Card Sales - Western Region, American Express Corporate Services
Gregory Johnson is the Vice President of Sales for American Express US Commercial Card. Based in Los Angeles, Greg leads a 64 person team responsible for all aspects of new client acquisition in the 13 Western states. Greg’s 17 year career has included leadership posts at several top brands in logistic services, management consulting, and financial service industries. His understanding of client-centric buying behavior combined with his expertise in sales process efficiency, has helped him to successfully launch new products, expand into new markets and achieve consistent double digit year over year sales results growth. Among his previous positions, Greg helped launch American Express Consulting Services a new business venture for American Express focused on helping clients with their expense management strategies and strategic buying programs. Greg also served as a top management consultant at West Hudson & Company, and head of Customer Service operations and Sale Strategy at United Parcel Service. Greg holds a Bachelor of Science in Marketing from Arizona State University and a Master of Business Administration (MBA) degree from University of Phoenix.
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Sam Knox
Vice President and Director of Research, 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.
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Timothy Koegel
NY Times and Wall Street Journal Best-Selling Author
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.
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Steve McHugh
Director, EPM Marketing, Business Objects
Steve McHugh is focused on providing marketing strategy and support for all Business Objects Enterprise Performance Management (EPM) products and solutions. His marketing expertise includes activity-based costing, performance optimization, IT financial management, and public sector costing and performance-based budgeting solutions. His 24 years of software marketing and industry association experience includes active work with the Beyond Budgeting Roundtable (BBRT) and the Consortium of Advanced Management International (CAM-I).
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Jim McKinley
Senior Manager, TATA Consultancy Services
Jim McKinley is TATA Consulting Services’ head of F&A Transformation Services. Based in New York, Jim leads a global team focused on delivering proven business and IT consulting services to clients with the dual mantras of speed to value and risk reduction. Jim’s 14 year career has included leadership roles at Accenture, The Home Depot, and the US Army. His extensive experience shaping and leading finance transformation programs to include roadmap and case for action development, operating model transition to outsourcing or shared services, business process integration, ERP implementations, and deployment of performance management capabilities has helped him earn industry and client recognition for being a valued business partner who delivers tangible results. Jim has served clients in the retail, financial services, healthcare, resources, and communications and high technology industries as well as the public sector. Jim is a certified PMP with degrees and certifications from The Johns Hopkins University and the University of Virginia and a Bronze Star for Leadership in Service.
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David Michelson
Director, Business and IT Consulting, TATA Consultancy Services
David Michelson has twenty 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 significant experience in Healthcare, Publishing, Life Sciences, Insurance and Federal Government. David is a frequent speaker on transformational change that creates tangible business value for clients. David is accountable for the North American business and information technology consulting capability with in TCS Global Consulting Practice. In this capacity he is responsible for 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.
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Ward Naughton
Managing Director, Hanover Partners
Currently a Managing Director of Hanover Partners, a corporate services firm providing executive contract management to client organizations. Among a range of disciplines, the firm provides CFO, Treasury, Marketing, and general management resources. He is a member of HiFX’s Executive Advisory Council. Prior to Hanover Partners, he served as CFO of Systemix, Inc., a NASDAQ-listed company. He has also served as Treasurer of $3.0 billion CoreMark International, Inc. Prior to CoreMark he held the position of Senior Vice President at Wells Fargo Bank, where he was responsible for corporate finance, capital markets, and strategic planning activities. Prior to Wells Fargo, he was an officer at Chemical Bank (JPMorgan). At Hanover Partners, Mr. Naughton has served as interim CFO, and EVP Business Development for a number of mid-sized companies, which were successfully sold or taken public. He also co-founded American Information Company, Inc., an internet-based information services firm that raised in excess of $50 million in venture financing. The company successfully developed its business model prior to being sold to a consortium that included Sun Microsystems, SAS Institute, Ford Motor Company, Chase Manhattan, First Union, GE Financial, and Hicks, Muse, Tate & Furst. Mr. Naughton earned his bachelor’s degree from Cornell University, where he was a McMullen Scholar in the School of Engineering, and received his master’s degree in business administration from Cornell’s Graduate School of Business. He is a member of the Association of Financial Professionals and was formerly a member of the SF Treasury Management Association. He has been a frequent speaker at various industry gatherings, including Mergers & Acquisitions, and American Banker sponsored conferences.
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David Neely
VP of North American Administration, George Group Consulting
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Mark Nittler
VP, Application Strategy, Workday, Inc.
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.
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Stephen Payne
President, REL
As president of Hackett-REL, Steve is responsible for the oversight and performance of the global Total Working Capital practice within The Hackett Group. In November of 2005, The Hackett Group acquired REL Consultancy Group, for which Steve was the CEO. In addition to running Hackett-REL, Steve is a member of the Executive Leadership Team for Hackett and also a member of the Solution Strategy Committee. Steve joined REL Consultancy Group in 1991 in Europe and relocated to join the US operations in 1993. In addition to his role as CEO, Steve had an extensive career in REL holding positions that included the head of the Supply Chain practice, head of the New York / East Coast operations and president of the Americas region. In his tenure with Hackett-REL Steve has worked with many of the worlds leading companies on global projects to significantly improve their cash flow from working capital, reduce operating costs, and increase customer service levels via effective change management. Prior to joining Hackett-REL Steve held positions in industry working for Harper Collins, Oros Instruments, and ML Aviation
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Chuck Poirier
Partner, Consulting Group, Computer Sciences Corporation
Chuck Poirier, a partner in CSC’s Supply Chain Solutions practice, is a recognized authority on supply chain management, strategic leadership, e-business techniques and the collaborative use of technology around the world. Poirier excels at developing leading-edge techniques that drive process improvements in major manufacturing and service firms, and his business models are in widespread use across a broad spectrum of industries and markets. His 12 books — several translated into multiple languages — have been distributed globally. His most current efforts, The Wall Street Diet: Making Your Business Lean and Healthy and RFID Strategic Implementation and ROI: A Practical Roadmap to Success, were published in 2006. Prior to joining CSC, Poirier worked in many executive management capacities for Packaging Corporation of America, a division of Tenneco. Previously, he spent more than 20 years with St. Regis Paper Company. Poirier holds a bachelor’s degree in industrial management from Carnegie-Mellon University and an MBA from the University of Pittsburgh. An international lecturer and author of more than 100 published articles and white papers, he is an adjunct professor at the Lake Forest Graduate School of Management.
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Tim Reason
Editor, CFO.com, Session Moderator
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 joiningCFO 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.
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Bill Reindl
SVP, Consumer Segment, CIGNA HealthCare
Bill joined CIGNA in 2005 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, CFO Rising Conference, Health Industry Coalition 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 West Chester, Pennsylvania.
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Nick Reynolds
Principal, George Group Consulting
Nick Reynolds is a principal with George Group Consulting. Nick has 19 years of experience as a consultant and senior manager in industry. He has extensive knowledge of corporate strategy development, sales and marketing strategy, operations improvement, process and system design, and financial planning. He has resolved issues across the financial services, manufacturing, technology, and pharmaceutical industries. He has served clients in North America, Europe, and Australia. He has an MBA from the Kellogg Graduate School of Management at Northwestern University, a BComm with honors from the University of Western Australia, and is a Chartered Accountant (CPA).
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Susan Robertson
Managing Partner, Stop At Nothing
Susan Robertson is co-founder and managing partner of Stop At Nothing, Inc., a firm that enables executives and their leadership teams worldwide to achieve personal and organizational transformation in order to improve business performance. Ms. Robertson founded Stop At Nothing in 1990 with her husband F. Barry Robertson, III, after a career as a banker. Stop At Nothing was founded to address the need for more innovative approaches to personal and organizational business transformation and performance improvement. Since its inception, the firm has worked with more than 100 major corporations, and its products and services have been utilized in every major market in the world. Ms. Robertson’s expertise includes cross-cultural team building and conflict resolution for post-merger organizations and for those organizations working to unify diverse perspectives within a business enterprise. Ms. Robertson is an expert on the administration and interpretation of personality inventories, including the Hogan Motive-Values-Preferences Inventory, the Hogan Development Inventory, the Myers-Briggs Type Indicator, Fundamental Interpersonal Relationship Orientation-Behavior (FIRO-B), the DISC Personality Inventory, and the Leadership Styles Inventory, among other behavioral predicting instruments. Today, Ms. Robertson provides consulting services to a select group of clients, including in the areas of executive coaching; development and mentoring for behavioral change; leadership development training; customized organizational alignment; cultural change management; conflict resolution; and team development.
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Amarjit Sahota
President and CEO, HiFX
Amarjit Sahota is CEO of HiFX, Inc., the principal North American operating unit of HiFX Plc, a specialist financial services company, providing a range of foreign exchange risk management services to corporate clients. Through its global offices HiFX manages over $40 billion in foreign exchange transactions annually. Their clients included over 2,000 across a wide range of industries. HiFX is recognized in the industry as intelligent providers of practical approaches to identifying and managing foreign exchange risks, and increasing shareholder value for its clients. He is responsible for managing all of HiFX’s operation in North America, as well as participating in the global delivery of HiFX’s risk management advisory service. Prior to his current responsibilities he led a team in the U.K responsible for managing and mitigating currency risk for over 200 clients. In 2004 he relocated to the U.S. to expand HiFX’s presence in North America. Prior to joining HiFX, he worked at 4CAST a leading financial research organization in London. As a currency strategist and economist he worked alongside some of the most respected analysts in the industry providing the latest analysis to a wide array of financial institutions and corporations. He earned both his Masters with distinction in Business and Economic Forecasting and his Bachelors in Economics and Statistics from Kingston University (London). Amarjit has regularly been featured as a guest for CNBC Europe, CNN Financial News, Bloomberg, WSJ and Reuters commenting on the latest developments in the currency markets.
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Paul Sharman
President and CEO, Institute of Management Accountants, Panel Moderator
Paul Sharman is president and CEO of The Institute of Management Accountants (IMA®). Since taking over management of the association in January 2004, he has established an entirely new direction for the association, its members and staff. His mission is to advance the management accounting and finance profession through certification, superior professional ethical standards and competence-based continuing education. The goal is to reposition management accountants at the forefront of the accountancy profession. Paul is an ACMA (Associate Chartered Management Accountant) and has held controllership positions for Northern Telecom Canada Ltd. He is also the founder and president of Focused Management Inc. As one of North America's better known independent cost and performance management consultants, Paul has worked with: Volkswagen Canada, Dupont, Toyota Motor Credit Corp, Kellogg, L.A. Gear, AT&T, US Army, Canadian Navy, Bell Canada, Ontario Hydro, Metropolitan Water District of Southern California, Canadian Pacific Railways, Citibank, Hewlett Packard, MCI WorldCom, Express Scripts (ESI), Clarica, Sun Life, Canada Life, Garmco, CitiBank, and Inco, as well as many others around the world. Paul has trained thousands of people around the world through seminars in association with the Institute for International Research, York University, and the Institute of Management Accountants. He has been involved with activity studies and productivity engagements with Introspect Inc., in a jet engine manufacturer, an insurance company, a Bell Operating Company, and others. Paul is a trained process reengineering facilitator with the Rummler Brache Group and has been involved with benchmarked performance measurement with the American Productivity and Quality Center. During the past few years, Paul has worked with the CAM-I, CMS project and Robin Cooper of Harvard University and most recently on the RCA interest group. Past consulting engagements involved Paul with Peter Turney of Portland State University on several projects, KPMG Peat Marwick in the U.S. and Canada, as well as Ernst &Young. He is well known as a conference speaker on Strategic Cost Management and Activity Based Management/Costing in the U.S. and Canada. Paul was recognized as one of the 100 Most Influential People in 2006 by Accounting Today. Paul has written many articles for CMA, The Canadian Management Accounting magazine, Strategic Finance magazine and for other publications in the United States. He was editor of CMA magazine for eight years (1990 - 1998). Paul authored the chapter “How to Implement ABC” in the 1995 edition of The Handbook of Cost Management, published by Warren Gorham & Lamont, New York, as well as the chapter “Enterprise Wide Cost Management Systems” in The Handbook of Cost Management for Service Industries. A number of his articles also have received awards for Distinguished Contribution to Management Accounting from the Financial and Management Committee of the International Federation of Accountants. He is a member of the editorial advisory board of the Journal of Cost Management.
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David Thomson
Author of Blueprint to a Billion: Seven Essentials to Achieve Exponential Growth
David G Thomson has a passion for innovation, business-building and leadership. His unquenchable thirst for identifying the difference-making traits of the most successful high growth businesses led him to a deep inquiry into the growth and management traits of America’s highest growth companies. Based on three years of detailed research of American companies that have IPO’d since 1980 and grown to at least $1 Billion in revenue. Thomson’s recently released (John Wiley & Sons Publishing) Blueprint to a Billion: 7 Essentials to Achieve Exponential Growth provides the first quantitative identification of the success patterns common across this distinctive group of “Blueprint Companies”. During the research period, Thomson presented early findings to over one thousand Fortune 500 executives, small company CEOs and investors to test his findings and gain insight to dig even deeper. Since being published in January 2006, the book has appeared in such well know publications as Investors Business Daily, Entrepreneur Magazine, American Way, Leader to Leader (formerly Peter Drucker Foundation) - the lead featured article in the May issue, the cover story in May's Fortune Small Business, and interviews in New York Times(May 1, 2006) and Red Herring Magazine (May 15, 2006). Thomson has presented the Blueprint to top tier VC firms, NASDAQ 100 CEOs, the Churchill Club and at Deloitte & Touche Fast Company Awards. In addition to the book, Thomson is incubating a stock fund and serves as a business-building coach. David G. Thomson has been leading business growth for 20 years in general management and executive sales/marketing at Nortel Networks and Hewlett-Packard. He also served as an Associate Principal during his five years at McKinsey & Company. Thomson graduated with an Electrical Engineering Degree for the University of Waterloo and an MBA from the University of Western Ontario. He resides with his family in Overland Park, Kansas. His favorite hobbies are running, golfing and radio-controlled jets. The hallmarks of Thomson’s business-building career has been at Nortel Networks where, as General Manager, Residential Services, he lead the development, standardization and deployment of advanced Wireline Caller ID services; Caller ID on Call Waiting and Telemarker Call Rejection. This initiative, in partnership with Bell South launched a billion dollar software and telephone business for Nortel. As Vice President, Sales and Marketing in both Nortel and HP, Thomson led strategic account growth from $100M to over $500M. These successes in large companies drove Thomson to identify the success pattern for standalone businesses.
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Paul Tong
Senior Product Marketing Manager, Ariba, Inc.
Paul Tong has been working in the Silicon Valley-based high tech industry for more than twenty years in the fields of finance, product management and marketing. Prior to Ariba, his experience includes work for such high-profile companies as National Semiconductor, computer maker Tandem, networking giant Cisco, telecommunications pioneer Pacific Telesis, and software application developer Serena. Paul currently serves as Senior Product Marketing Manager for Ariba, Inc., spend management provider to seven of the Fortune Top Ten, where he is responsible for driving customer adoption of the company’s broad spend management solutions. He resides in Northern California, and enjoys windsurfing, mountain biking and road biking in his spare time.
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Alan Voels
Director, KPMG LLP
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The Honorable Kim Wallin
State Controller, State of Nevada
Kim Wallin is a native Nevadan who was living in Las Vegas until her recent election as controller of the State of Nevada. She is now living in Carson City, Nevada. Kim is the former chair of the Institute of Management Accountants (IMA), the world’s leading organization dedicated to empowering management accounting and finance professionals to drive business performance. Kim began her IMA leadership career in 1981 as president of the Las Vegas Chapter. At the National level she has served as national vice president of IMA and chair of the Institute of Certified Management Accountants (ICMA Board of Regents). She served as co-chair of the Operations Committee for the 1996 Annual Conference & Exposition in Las Vegas and has also served as chair of the Member Services and Strategic Planning Committee. Kim was nominated from the floor and elected by popular vote as IMA’s president-elect for the 2002-03 term. This was the only time in the then 83-year history of IMA that a president-elect was chosen in this manner. Wallin served as chair of IMA for the 2003-2004 tenure. In September 2003, Accounting Today recognized Wallin as one of the 100 most influential people in accounting in the country. In September 2006 she was named “Woman CPA of the Year” of the entire country by the American Women’s Society of CPA’s. She was president of her own Las Vegas based accounting firm, D K Wallin, Ltd which she founded in 1984. Previously, she worked for Joseph F. Zerga, Ltd. Wallin graduated from UNLV with a degree in Business Administration with a major in accounting. She served for two years on the Ethics Committee of the Nevada Society of CPA’s (NSCPA). Kim has been active with local service and volunteer organizations. She has been president of Soroptimist International of Creative Las Vegans and has served as the treasurer for the Opus Dance Ensemble and the Actors Repertory Theatre.
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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.
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Steve Wetzel
Chief Technology Officer, Maricopa County, Arizona
Stephen Wetzel is the Chief Technology Officer (CTO) of Maricopa County. Stephen has over 20 years of experience in a broad range of information technology areas, in both public and private sectors. He specializes in transforming business and speeding innovation through the application of information technology. His specific areas of interest include business intelligence systems, information security and global network infrastructure. Stephen has degrees from Phoenix College and Northern Arizona University, and is currently completing an advance degree in Information Systems Engineering. He has achieved numerous industry certifications and professional awards. Stephen has been married to his wife Nancy for 25 years and they have eleven wonderful children.
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Gary Willenbrecht
Vice President Finance, Corporate Planning & Reporting, Beckman Coulter, Inc.
Gary Willenbrecht is Vice President Finance for Beckman Coulter, Inc., a leading global medical diagnostics company. In his role as VP Finance, Gary is responsible for worldwide strategic financial planning and business performance management. During his 17 year career at Beckman Coulter, Gary has held finance leadership positions supporting Global Planning, Product Development, Mergers & Acquisitions, Financial Systems and Supply Chain. In addition, Gary has served International assignments in Europe and Canada. Prior to joining Beckman Coulter, Gary was Corporate Finance Manager for Nabisco Canada. Gary received a master in business administration from the University of Western Ontario and a professional accounting designation (CMA) from the Society of Management Accountants of Ontario.
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Stephen Wilson
Principal, George Group Consulting; Co-author of Conquering Complexity in Your Business
Stephen Wilson is a principal with George Group Consulting and is co-author of the book, Conquering Complexity in Your Business (McGraw-Hill 2004). He was also a contributing author to Fast Innovation (McGraw-Hill 2005). He has expertise in strategic and operations and in particular how to understand and optimize the trade-offs between customer needs, product variety, and operational excellence. He has applied those skills to helping companies with decisions regarding portfolio development, product/service innovation strategies, operations configuration, and complexity reduction. He is the co-inventor of methodologies for quantifying where and how complexity drains or enhances economic profit. Stephen has broad experience across consumer goods, retail, financial services, and manufacturing. His education includes an MBA from The Wharton School.
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Pete Winiarski
Principal, George Group
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John Young
VP, Consumerism, CIGNA HealthCare
John Young is vice president, consumerism for CIGNA HealthCare, with responsibility for developing consumer-driven health programs with CIGNA's middle market customers across the country. Young has more than 20 years of experience in the health care industry, joining CIGNA HealthCare after serving as Minneapolis office head and national consumer driven health care expert for Great-West Healthcare. During his career, he also held employee benefit consulting and management roles with Marsh McLennan, and was a founding member of Consumer Driven Marketing, a Marsh division that served as a key middle market sales agent for Definity Health. Young is a member of the Executive Board of Consumers for Health Care Choices, an organization which represents the views of the health care consumer to policy makers and industry leadership. He is also the Chair of the Industry Advisory Committee of the HSA Council. Young serves as an Adjunct Professor at the University of St. Thomas, teaching employee benefit courses in the University’s master’s degree program.
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