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Register by September 22 and save up to $800
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Jeff Adler
VP, Product Specialist, BlackLine Systems
Jeff Adler, CPA & MBA joined BlackLine in 2006 as our Vice President and Product Expert. Mr. Adler’s career includes 6 years on the audit staff at PricewaterhouseCoopers and over 30 years of controllership, financial management and consulting experience for both privately held and publicly traded companies. Mr. Adler was the Controller-Treasurer for a Seligman & Associates, a publicly traded multi-state real-estate developer. He was also the Manager of Financial Reporting for Total Petroleum, Inc., a publicly traded French owned oil company that was primarily a refiner and marketer. Mr. Adler also served as CFO-Treasurer-Controller for a medium size, privately held recycling company, Automated Recycling, that was eventually sold to Waste Management. He was also a District Controller for Waste Management. His district had annual revenue of $600 million. Supervisory responsibilities included 14 division controllers. Mr. Adler has also been an independent financial consultant working with a diverse client base providing assistance with systems implementation, Sarbanes-Oxley compliance and establishment of managerial accounting procedures and information gathering.
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Dave Averett
Senior Manager, Accenture
Mr. Averett is a Senior Manager in Accenture’s Process Innovation & Performance Operational Strategy Practice based in Atlanta, Georgia. Mr. Averett has managed and executed large scale operational transformation efforts at multiple levels and has extensive experience in tactical manufacturing related improvement activities. He has international consulting experience in several countries including Australia, South Africa, & Mexico. Prior to consulting, Mr. Averett was a member of the US Army and then served in several shop-floor manufacturing positions in the commercial sector. The last of these positions was an entrepreneurial manufacturing venture in Atlanta, GA.
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Joyce Bastoli
SVP, Managing Director, Ajilon Finance Solutions
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Murray Beach
Managing Director, TM Capital Corp.
Murray Beach is a managing director at TM Capital Corp., a leading independent investment and merchant banking firm based in New York, Boston and Atlanta. Mr. Beach has over 25 years of expertise in negotiating, structuring, valuing and closing mergers and acquisitions, financings, strategic alliances, and joint ventures. Over his career, Mr. Beach has closed over 100 M&A transactions and over 100 financings with companies in the Technology, Healthcare, Consumer Products and Financial Services industries. Previously, Mr. Beach was the managing director and co-founder of Boston Corporate Finance, a boutique investment banking firm focused on providing merger and acquisition, capital raising and general advisory services to global companies in the technology sector. Prior to founding Boston Corporate Finance, Mr. Beach was a Group Head of Corporate Finance for KPMG, serving Technology clients of KPMG around the globe. Before joining KPMG in 2000, Mr. Beach was the Head of Investment Banking at Advest, Inc., and also managed Advest’s Technology Team. In addition to his Investment Banking duties, Mr. Beach was a Member of the Board of Directors of Advest, a member of the Executive Committee, was President of Advest Capital, Inc., and was responsible for establishing both a Venture Capital fund and a buyout fund. Mr. Beach is an expert in closing international transactions, and currently serves as Chairman of M&A International Inc., a network of 41 investment banks from 40 countries worldwide which collaborate on cross border transactions. Mr. Beach has also served as President of the Connecticut Venture Group and as a member of the Board of Directors of the Connecticut Technology Council. He earned his CPA in 1983 and is registered as a principal with FINRA. Beyond his investment banking and venture capital work, Mr. Beach has been an expert witness on the valuation of companies, their stock and intellectual property on many occasions, testifying in both Federal and State Courts. In addition, he has been a guest lecturer at Harvard Business School, Cornell University, and Dartmouth’s Amos Tuck School. Mr. Beach graduated from Harvard University with Honors and received an MBA from the Amos Tuck School at Dartmouth College.
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Todd Benge
Managing Partner, BirdDog Solutions, Inc.
Mr. Benge joined BirdDog Solutions in July of 2006 through the acquisition of Lakota Solutions. He is responsible for the Carrier Contract Optimization team of consultants and analysts. Prior to Lakota, Mr. Benge spent over 20 years with UPS in a steady progression of operations, sales and marketing roles. In his last UPS position, he was responsible for National Account pricing for two UPS regions. He has a BS degree in Industrial Engineering from the University of Toledo.
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Michael Bier
Practice Mgr, Organizational Change Management, Tata Consultancy Services
Michael Bier is a results-driven senior strategic advisor to companies. He leverages over 25 years of diverse professional management consulting experience addressing client businesses’ organizational and other strategic change issues. He has directed and managed resources and client engagements both nationally and internationally and has significant experience in the Banking & Financial Services, Insurance, Energy & Utilities, Professional Services, Telecommunications and Manufacturing industries. Mr. Bier has an extensive background defining and addressing the organizational change requirements for IT and other initiatives to ensure they deliver bottom line results.
Mr. Bier leads the Organizational Change Management practice within the TCS Business Process & Change Management group in North America. In this role he leads a team helping executives to create and implement innovative organizational change solutions to complex transformational programs. His practice focuses on minimizing organizational risks associated with major initiatives such as global ERP implementations, major outsourcing programs, transformation of IT functions, and large custom IT systems. Typical services provided include Leadership & Stakeholder Alignment, Branding & Communications planning and execution, Organizational Structure, Roles & Responsibilities Redesign, and links to HR programs such as compensation and other reward programs. Mr. Bier's areas of personal expertise include organizational transformation and change management; team leadership and executive coaching; sales / marketing assessment & alignment; business and market strategy assessment and development; market analysis / research; market entry & global strategy; and CRM strategy.
Before joining TCS, Mr. Bier was a Director with PricewaterhouseCoopers, and previously Coopers & Lybrand, responsible for leading Strategic Change consulting engagements in a variety of industries in the USA and abroad. He also has experience with several smaller strategic and organizational change boutique consulting firms.
Mr. Bier holds a Bachelors degree from Cambridge University, a Master’s from Harvard University and an MBA from the University of Chicago’s Graduate School of Business.
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Jerry Boerner
Executive Director-Finance, AT&T Mobility
Jerry Boerner currently holds the position of Executive Director – Finance with AT&T Mobility (previously Cingular Wireless) in Atlanta. Mr. Boerner joined Cingular in 2000 and his areas of responsibility have included revenue accounting, reporting, operations and assurance, cash accounting and operations and corporate and functional accounting. Prior to joining Cingular, Mr. Boerner was a regional CFO with Southwestern Bell Wireless. From 1995 to 1999 he worked for SBC Communications in San Antonio, where he held various positions in corporate finance including merger and acquisition accounting, international accounting, corporate accounting policy and internal audit. Prior to joining SBC, Mr. Boerner was employed with KPMG in San Antonio.
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Lori Calabro
Editorial Director, CFO Conferences
Lori A. Calabro is the Editorial Director for CFO Conferences. In that capacity, she is responsible for content development and all related editorial functions for CFO’s event offerings. Prior to joining the conference division this year, she served as deputy editor of the CFO magazine, a publication of The Economist Group. Its mission since 1985 has been to chronicle the evolving role of the CFO and to identify companies and practices that exemplify the best in finance. For those efforts, CFO has been recognized with multiple editorial awards including the first Magazine of the Year Award from the American Society of Business Press Editors and several Folio/Eddie awards as the best financial trade publication. As part of that award-winning team, Ms. Calabro has written on topics ranging from lowering the corporate tax rate to best practices in cost management; she has developed some of CFO’s most recognized feature stories, including its “Women in Finance” series; and she has championed the popular “On the Record” series, which features Q&As with noteworthy CFOs. She started her career in the newspaper industry and for many years was managing editor of Bostonia Magazine, the alumni publication at Boston University. She holds both a BS in Journalism and an MBA from Boston University.
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Frank Calderoni
EVP & CFO, Cisco Systems Inc.
Frank Calderoni is Executive Vice President and Chief Financial Officer at Cisco, managing the financial strategy and operations of a company with more than 64,000 employees and total revenue for fiscal year 2007 of $34.9 billion. Mr. Calderoni is committed to maximizing long-term shareholder value, ensuring a balanced portfolio of growth initiatives, and maintaining the high level of integrity and transparency that Cisco is known for. Previously as Cisco’s Senior Vice President, Customer Solutions Finance, Mr. Calderoni was able to bring about profitable growth, disciplined decision making, and transparency in Cisco’s reporting. He led the efforts to create and define the value chain for the sales and services model from which organization, staffing, compensation plans, targets, territory definition, and sales goals could be derived. He was responsible for the decision support model on investments related to sales, services, and marketing, including acquisitions. Mr. Calderoni joined Cisco in 2004 from QLogic Corporation, a storage networking company where he was the Senior Vice President and CFO. Prior to that, he was the Senior Vice President, Finance and Administration and CFO for SanDisk Corporation, a flash data storage company. Previously, he spent 21 years at IBM Corporation and was promoted to Vice President prior to taking on two CFO roles. While at IBM he held CFO responsibilities for several divisions, including Global Small Business and Storage Systems, within the IBM Server Group. Mr. Calderoni holds a bachelor’s degree in accounting and finance from Fordham University and a master of business administration degree in finance from Pace University.
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Shawn Chambers
Manager - Business Process Transformation, Tata Consultancy Services
Shawn Chambers is an experienced manager in the field of Business Process Transformation and Change Management, specializing in Human Resources Transformation. With over 10 years of Human resources/Benefits outsourcing and consulting experience, he has an extensive background in HRO and BPO Delivery, business process improvement, and project management. Mr. Chambers is an experienced HR professional with a background in process standardization, delivery model analysis, business development, project management and business transformation projects. He has delivered business transformation projects in several industries such as Aerospace, Consumer Products, Hi-tech, Financial, Manufacturing, Media & Entertainment, Retail and Telecom
Mr. Chambers is a manager within the Global Consulting Practice for TCS. In this role, he is focused on working with both existing and new clients on business process transformation programs, leveraging the TCS Think-Build-Operate model. Mr. Chambers is also involved in business development activities and delivery for TCS’ Human Resource Outsourcing Practice, leveraging the SAP platform for HR and Payroll solutions. He is also responsible for assisting with product and solution development, along with the associated methodologies and techniques of all BPCM offerings across the globe.
Prior to joining TCS, Mr. Chambers was a senior delivery manager with Hewitt Associates, responsible for both HR Transformation and delivery within the financial and telecom industries. Mr. Chambers spent over 10 years with Hewitt in both the Benefits and HR Outsourcing practices.
Mr. Chambers holds both a Bachelors degree from Western Illinois University and also has earned his Green Belt within the Six Sigma discipline.
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Carlos Chu
Practice Lead, Finance & Performance Management, Tata Consultancy Services
Carlos Chu is a Practice Lead with TCS’ Global Consulting Practice based out of Toronto, Canada. He brings over 17 years of industry experience in corporate finance and Big-4 Management Consulting to TCS’ Finance & Performance Management Global Practice. Mr. Chu is an experienced management consultant with a background in corporate finance, 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 joining TCS, Mr. Chu held several consulting and program lead roles with Accenture’s business consulting practice servicing clients in the Financial Services, Resources, Pharmaceutical, Hi-Tech and Telecom industry verticals. Mr. Chu has also held senior positions in business development, financial planning and analysis and internal audit for JP Morgan and Praxair, Inc.
Mr. Chu has an MBA from Thunderbird and a Bachelor of Science from the University of Waterloo.
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Kevin Connelly
Chairman, Spencer Stuart
As chairman of Spencer Stuart, Mr. Connelly has both client-facing responsibilities and a firm leadership role. Within the firm, he is the elected representative of the partners, chairs the board and partners' meetings and is responsible for providing strategic perspective to the firm's business and finances. He is also an active search professional, consulting with clients on executive leadership succession and board projects. Prior to becoming chairman, Mr. Connelly managed the firm’s business in the United States, Japan, Canada, and Mexico and had global oversight for the Industrial and Financial Services Practices. Earlier, he led the firm's Financial Officer search practice in North America, managed the firm's Chicago office, and served on the board of directors. Before joining Spencer Stuart, Mr. Connelly was chief operating officer and a member of the board of directors of Ganton Technologies, a supplier of engine and drivetrain components to the world's leading automobile manufacturers. He previously served as chief financial officer for Ganton. Earlier in his career, Mr. Connelly worked for Harris Bank/Bank of Montreal, where he held management positions in corporate finance, product marketing, middle market banking and credit cards. Mr. Connelly earned an M.B.A. in 1979 from the Graduate School of Business at the University of Chicago and received a B.A. degree from Marquette University in 1975.
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Hugh Coppen
Principal, Accompli
Hugh Coppen’s unique expertise in leadership and change management has been gained in senior executive roles in many industries internationally over the past 35 years. As CEO, he has led transformational changes in three different companies in the video manufacturing industry in environments of rapidly changing technology and equally rapidly declining margins. In his present capacity, he works with individuals and senior management teams in a wide range of companies, specializing in strategic leadership consulting, executive coaching and customized leadership development programs. Recent clients include Walt Disney Studios, Qualcomm, J.P. Morgan Chase, GKN Aerospace and LSG Sky Chefs International, as well as two major financial institutions in South Africa. He is an accomplished speaker, writer and workshop leader. In his career he has served in management and executive positions in major companies including Colgate-Palmolive, General Foods, Inter City Gas Corporation, and Molson Breweries. Born in the UK, Mr. Coppen grew up in Zimbabwe and graduated with a BA in Law from the University of Cape Town. Prior to moving to Northern California where he now lives, he lived and worked in Canada and the UK. His son and daughter and their families live in Toronto. Whenever he can, he pushes his personal limits by such activities as sailing, scuba diving, whitewater rafting and hiking.
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Mark Corsetti
VP & General Manager, Tagetik North America, Tagetik
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Nicole Diceman
Marketing Manager, PROPHIX
Nicole Diceman is a Marketing Manager for PROPHIX Software; for more than 5 years Nicole has played a key role in educating and providing business solutions for PROPHIX Software clients. Mrs. Diceman originally started her career at PROPHIX as a Professional Services Consultant. As a senior consultant, for two and a half years, Mrs. Diceman consulted for organizations in a variety of industries and sizes. Mrs. Diceman provided the ownership and data integrity to the clients’ planning process and the individuals involved with this process. Mrs. Diceman has now moved over into a marketing position, acting as Marketing Manager for PROPHIX. Mrs. Diceman plays an important role in ensuring quality and consistency in the creation and execution of all marketing materials and communication initiatives. Complementing Mrs. Diceman’s experiences at PROPHIX are her previous professional and educational experiences. Acting as a Manager at State Street Trust Company and graduating from the MBA program at the Haskayne School of Business has provided her with the opportunity to enhance and develop her analytical and project management skills. Mrs. Diceman also received her Honours BA in Economics and Financial Management from Wilfrid Laurier University, Effective Personal Productivity Certificate, FNK Instructional Techniques certificate and the Canadian Securities certificate in 1997.
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Dominick DiPaolo
VP, Global Sales, BlackLine Systems
Dominick DiPaolo was Product Marketing Director at Oracle in the Enterprise Performance Management Global Business Unit, focusing on financial consolidation, financial data quality management, compliance and SEC reporting. Mr. DiPaolo has worked in the area of compliance and risk management at Paisley Consulting and in enterprise performance management at Hyperion Solutions as both a Senior Solutions Consultant and Senior Product Marketing Manager. He has over 20 years in the application of technology to finance, accounting, budgeting and auditing activities. Mr. DiPaolo is a certified public accountant, and has rich experience as an auditor, accounting manager, manager of FP&A, controller, treasurer and CFO with divisions of Philips, Sony and Sempra Energy. He holds a bachelor's degree in accounting from Pace University and an MBA from the University of Miami’s Executive Program. Mr. DiPaolo is a member of the American Institute of Certified Public Accountants, New Jersey State Society of CPAs, Institute of Management Accountants and the Financial Executives Institute.
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Al Drewes
SVP & CFO, The Pepsi Bottling Group Inc.
Alfred H. Drewes is Senior Vice President and Chief Financial Officer of The Pepsi Bottling Group Inc. Elected to this position in June 2001, Mr. Drewes previously served as Senior Vice President and Chief Financial Officer of Pepsi-Cola International (PCI). Mr. Drewes joined PBG in 1982 as a financial analyst in New Jersey. During the next nine years, he rose through increasingly responsible finance positions within Pepsi-Cola North America in field operations and headquarters. In 1991, Mr. Drewes joined PCI as Vice President of Manufacturing Operations, with responsibility for the global concentrate supply organization. In 1994, he was appointed Vice President of Business Planning and New Business Development and, in 1996, relocated to London as the Vice President and Chief Financial Officer of the Europe and Sub-Saharan African Business Unit of PCI. Mr. Drewes was appointed to his most recent position in 1998. Mr. Drewes earned a Bachelor of Science degree in electrical engineering from the University of Massachusetts in 1978 and an MBA from Columbia University in 1982. He serves on the Board of Directors of Meredith Corporation.
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Mark Ellis
CFO, Michael C. Fina
Mark Ellis, CPA, ACA, is an operational CFO with extensive experience managing companies through significant growth cycles. He has spent the last ten years as CFO of Michael C. Fina, a $150M+ luxury retailer and global employee recognition company. During that time he has managed the financial impact of a company that has more than tripled in size. Growth brings its own set of challenges where it is essential to have the right forecasting and financial management to deliver profit. In 2004 he engineered the expansion of Michael C. Fina’s recognition operations into Europe. Mr. Ellis’ responsible extends to the strategic management of human resources where he has spearheaded the development of a culture that recognizes achievement and is focused on engaging employees. Prior to joining Michael C. Fina, Mr. Ellis held senior finance positions within Chanel, with Bruckner Supply a $400M integrated supply company serving Fortune 1000 companies, and at a startup cable TV construction business where he developed the financial management to successfully see it though its initial growth cycle in three cities. Mark’s accounting career began in England where he qualified as a Chartered Accountant at a London firm following his graduation with an accounting and finance degree from Bangor University. He was promoted to a manager at that firm and transferred to New York City where he spent five years as a senior manager at the US partner firm, Weiser LLP. There he specialized in large company audits, and later in business consulting and hedge fund work. Mr. Ellis is actively involved in promoting the views of CPA’s, especially those in private companies. He is past Chairperson of the Chief Financial Officers Committee of the NYSSCPA, a past member of their quality enhancement policy committee, and past Secretary of the society. He was the recipient of the society’s outstanding member in Industry award for 2005. Mark was a member of the 2003 AICPA task force that evaluated and issued a report on whether GAAP met the needs of private companies. This report was instrumental in encouraging the FASB to create their small business advisory committee which Mr. Ellis currently serves on. Mr. Ellis is also a member of the working group to the International Accounting Standards Board advising on GAAP for small and medium sized entities. He therefore has a unique prospective on the issues the US and other parts of the world face as we move towards convergence.
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Beverly Elving
SVP-Finance, Applebee’s Services Inc.
Beverly O. Elving was employed by Applebee’s in June 1998 as Director of Corporate Accounting. In September 2002, she was promoted to Vice President of Accounting. In February 2005, Ms. Elving was named Vice President and Controller. In December 2007, she was promoted to Senior Vice President of Finance. Prior to joining Applebee’s, Ms. Elving was Chief Financial Officer from 1996 to 1998 for Integrated Medical Resources, a publicly-held management services company. From 1990 to 1996, she was employed by the Federal Deposit Insurance Corporation as Director of Financial Operations and was later promoted to Vice President of Financial Operations & Accounting. Ms. Elving, a certified public accountant, was also employed by Arthur Andersen & Co. for five years.
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Bill Emmott
Former Editor, The Economist
Bill Emmott is one of the world’s most informed and articulate voices on business, globalization and political economy. This well-respected journalist and writer spent 26 years at The Economist, the world’s leading current affairs weekly, thirteen of them as editor-in-chief. During his tenure as editor-in-chief the magazine’s circulation more than doubled to over one million copies a week and he built the magazine from a periodical of value to the must-read journal in its field, setting ever higher standards for analysis and commentary. Mr. Emmott is the author of several well-received books, including, most recently, 20:21 Vision. In his next book, he returns to the territory of his bestseller The Sun Also Sets to explain what the emerging economic and geopolitical rivalry between China, India and Japan means for Europe, America and the global economy. Due in April, Rivals, offers an indispensable message for any audience concerned about the future of global business. Mr. Emmott tailors all his presentations to his audiences and speaks on a wide range of topics. His international perspective makes him invaluable to companies with global operations. Based in London, Mr. Emmott is a fine speaker with an excellent sense of humor and a clever, engaging style.
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Wayne Feasby
CFO, P&H Mining Equipment
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Kathleen Fitzpatrick
VP Finance Leadership & Development, Johnson & Johnson
Ms. Fitzpatrick joined Johnson & Johnson in 1987 and has held financial leadership positions in several Johnson & Johnson subsidiaries within the Consumer, Pharmaceutical and Medical Device Segments. In her current position, Ms. Fitzpatrick is responsible for global finance talent development and succession planning. Additionally, Ms. Fitzpatrick is responsible for the management of the Finance Leadership Development programs for both undergraduate and MBA Finance employees. These are two year programs combining training, mentoring, and rotational assignments with a focus on developing future leaders for the Corporation. Ms. Fitzpatrick’s leadership has generated many awards, including Johnson & Johnson Standard of Leadership Awards; the President’s Award for Excellence; and an Equal Employment Opportunity Award for Diversity Recruiting Successes. Ms. Fitzpatrick earned her MBA from Pace University and her B.S. in Accounting from Rider University. She is a Certified Management Accountant and a Certified Public Accountant.
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George Fotiades
CEO, Catalent Pharma Solutions; former President & COO, Cardinal Health
George Fotiades is Chairman of the Healthcare investment practice at Diamond Castle Holdings, a private equity investment firm that works in partnership with management teams to execute leveraged buyouts and make growth capital and equity-like investments in public and private companies. Prior to joining Diamond Castle in 2007, Mr. Fotiades was President and Chief Operating Officer of Cardinal Health, Inc., the Fortune 20 leading provider of products and services supporting the health care industry. Prior to that position, he served as President and CEO of Cardinal's Pharmaceutical Technologies and Services segment, the largest provider of contract manufacturing and packaging services to the pharmaceutical industry. Mr. Fotiades joined Cardinal Health in 1998 with its acquisition of RP Scherer, a drug delivery company, where he served as President.
Previously, he served in a variety of executive roles, including President of Warner-Lambert's consumer healthcare business and senior positions at Bristol-Myers Squibb, Wyeth and Procter and Gamble. Mr. Fotiades is non-executive Chairman of Catalent Pharma Solutions (the former Pharmaceutical Technologies and Services segment of Cardinal), and a director of Prologis (NYSE: PLD), Alberto-Culver Company (NYSE: ACV) and Cantel Medical Corp. (NYSE: CMN). He holds an A.B. from Amherst College and an M.M. from The Kellogg School of Management at Northwestern University.
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Gordon Grand III
Managing Director, Global Practice Leader of the Financial Officers Practice, Russell Reynolds Associates
Gordon Grand, III leads the firm's global Financial Officers Practice. Now based in New York, Mr. Grand began his career at Russell Reynolds Associates in Washington, D.C., in 1983. He relocated to New York to become Deputy Manager of the firm's head office, and subsequently was the Office Manager. Later, Mr. Grand was put in charge of North America. Prior to joining Russell Reynolds Associates, Mr. Grand was with the Bank of America in San Francisco as a relationship manager, covering Fortune 1000 accounts in the Bay Area. Mr. Grand then moved to Chemical Bank, where he was Area Manager for the Northern California Group. He served as Deputy Area Head of Chemical's Energy and Minerals Group, doing project finance work in Europe, Africa and London. Mr. Grand received his A.B., cum laude, from Harvard University and his M.B.A. from the Darden Graduate School of Business Administration of the University of Virginia.
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Robert J. Graves
Partner & Banking and Finance Practice Co-Chair, Jones Day
Bob Graves is cochair of Jones Day's banking and finance practice. He practices in the banking and financial institutions area, representing lenders and borrowers in a wide variety of commercial financial transactions. He has structured, negotiated, and documented senior debt financing arrangements of all types, including secured and unsecured single bank and syndicated credit agreements, multicurrency financing facilities, and acquisition financings. A significant portion of his practice focuses on workouts and restructurings of troubled credits, with particular emphasis on debtor-in-possession and exit financings. He also has extensive experience in structured finance, particularly in securitizations of credit card and trade receivables and in note and other financial asset monetizations. Mr. Graves regularly advises clients on a broad spectrum of financing issues and Uniform Commercial Code matters, and he has written a number of articles and spoken at numerous professional conferences and seminars on commercial financing topics. He is a member of the ABA (Business Law Section), The Chicago Bar Association, where he has served as chair of the Commercial Finance Committee, and the Economic Club of Chicago and is active in community and charitable affairs.
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Philip Hall
Client Executive, Hewlett-Packard
Mr. Hall has more than 18 years experience in Global Finance and Accounting Systems, Processes, and Technology. He has managed the outsourcing of AP, AR, FA, GL, Control Accounting, Payroll, T&E, HR, and IT, while creating new organization business process designs and technology platforms. He has lead outsourcing contract turnarounds, restructured service delivery models, and contract re-alignment to accommodate dramatic industry fluctuations. Mr. Hall has also managed the transition from a decentralized client workforce to a centralized outsourcing delivery workforce. He has developed cross training programs for call centers; created SLAs measurement reports, issue log management systems, and effective governance structures.
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Jeffrey L. Haller
Managing Partner, DataServ, LLC
The founder of DataServ, Jeff Haller brings 15-plus years of experience in the field of Electronic Document Management delivered as SaaS and offers a unique perspective and understanding of the complete transaction cycle in DataServ's focus area of Finance and Administration. Under Mr. Haller's guidance, DataServ has grown from a local provider to one with global operations serving hundreds of clients in over 40 countries with more than 100 employees. As CEO, he keeps a watchful eye on the organization's strategic direction and provides long range planning expertise to make sure that DataServ remains mission-driven and market facing. Mr. Haller is a recognized expert in the Software-as-a-Service (SaaS) and document management field and contributes articles and insights to analysts, editors and other research and industry organizations.
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Brian Hankin
XBRL Program Director, BearingPoint
Brian Hankin is a Senior Manager at BearingPoint and leads their global Interactive Data (XBRL) practice. Mr. Hankin has most recently led the SEC’s XBRL technical
modernization and has assumed a number of strategic roles in his career including global assignments in tactical change, innovation, leadership programs, finance,
solution development, and modernization strategies. His experience has been primarily focused in the management and delivery of large Interactive Data
engagements in the federal government and commercial space, as well as within financial services, non-profit, transportation, intelligence, banking, securities,
regulatory and telecom industries. Mr. Hankin has also been playing a leadership role in the Interactive Data policy transformation of the federal information supply chain with
federal financial regulators, XBRL US, and target commercial clients and agencies.
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Julia Homer
SVP & Chief Content Officer, The CFO Group
Julia Homer is the founding editor of CFO magazine, a 450,000-circulation monthly national magazine written for senior executives with financial responsibilities. Under her leadership, CFO has won numerous awards for editorial and design, and has become the recognized leader in its niche. In addition to reporting on current issues of substance to its readers, CFO has conducted some of the original research used by large companies to evaluate corporate performance. In recent years Ms. Homer has focused on increasing brand awareness for CFO. She orchestrated a partnership with Duke University to produce the Duke/CFO Magazine Business Outlook Survey, which is covered each quarter by the Wall Street Journal, CNBC, and other media outlets. The survey is also a respected source for economists and analysts at financial institutions, including the Federal Reserve. CFO editors, including Ms. Homer, are now regularly asked by general media to explain financial news to the general public. Ms. Homer speaks frequently at conferences and has appeared on national television. In addition to her work for the magazine, Ms. Homer has played a critical role in the expansion of the CFO brand to CFO Enterprises, CFO Europe, CFO Asia, CFO China, CFO India, CFO Russia, and CFO.com. She is the only editor in The Economist Group’s editorial bonus pool who does not work directly for the Economist newspaper. Before joining CFO Publishing, Ms. Homer worked at Inc. magazine, where she reported on the issues facing fast-growing companies; and at Technology Illustrated, where she edited a section on technology and design. At the consulting firm Resource Planning Associates, she wrote booklets on energy conservation and helped write the first National Energy Plan under President Jimmy Carter. As a freelancer with bylines in The Washington Post, Working Women, Conde Nast Traveler, Elle, and Time-Life Books, among others, she has written articles on topics ranging from organizational behavior to prenatal care. Ms. Homer received her BA in English Literature from Mount Holyoke College. She lives with her husband and two children in Hopkinton, Massachusetts.
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Bob Iversen
Senior Executive, Accenture
Bob Iversen is the executive change agent and leader and has extensive experience in operations consulting. Mr. Iversen has applied operations excellence in numerous industries including Mining, Pulp and Paper, Refining, and Metals. Mr. Iversen is a functional expert in Lean Manufacturing & Maintenance and has lead multiple engagements in Manufacturing, Mining, and Maintenance. Mr. Iversen has led a cross functional engagement team that developed and implemented Operational and Maintenance improvements for a global Gold mining company. These efforts impacted both Truck & Shovel and Underground Mining operations. Focusing on equipment utilization and throughput, Mr. Iversen’s team developed a “Lean Operating System” that increased equipment OEE by 40% and increased broken tons by 20%. The Client company was not only able to leverage their new operating system across their own portfolio but also enabled the largest merger of gold mining players at the time.
Mr. Iversen also led an Operations improvement initiative at one of the largest integrated iron ore producers in NA. Program consisted of balancing production and throughput from mining operations through to pellet production. The initiative resulted in throughput increases of 25% and variable cost reduction of >15%. Mr. Iversen led business development and operations diagnostic for one of the three major oil sands mining and production companies in Canada. The diagnostic identified areas of operational and cost improvement across the value chain that would reduce cash costs per barrel of synthetic crude by 20-25%.
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Mary Key, Ph.D.
Leadership Pillar Director, Institute for Corporate Productivity (i4cp)
Author, speaker, consultant, coach and leadership expert, Dr. Mary Key heads the leadership practice for the Institute for Corporate Productivity (i4cp). Dr. Key has been helping leaders and organizations grow for over 20 years. She has worked with Fortune 500 companies, government entities and entrepreneurial enterprises in areas such as leadership development; performance management; individual, team and organizational assessment; leading change; creating a customer-focused culture; talent management; strategic planning; and strategy development. Among others, Dr. Key’s clients have included Ericsson, Nokia, Nissan, Infiniti, Baycare Health System, Baptist Health Care, Bausch & Lomb, Trane, Wyeth Nutrition, CitiFinancial Retail Services, Circuit City, Dorn Technology, Georgia-Pacific, Media General, Quarterdeck Select, Metal Industries, Incarnate Word Health Systems, Lore International, The Florida Aquarium and various county, state and federal government agencies. She has also consulted in Europe, Asia and Latin America. Prior to joining i4cp, Dr. Key started Key Associates, Inc., an organizational development company focused on assisting leaders and their organizations get from where they are to where they want to be. As part of her practice, Dr. Key has been executive director of two CEO development organizations and was most recently selected as a finalist for 2007 Business Woman of the Year in Tampa Bay. She was also the president and COO of a publicly traded medical device company. In the past, Dr. Key served in leadership roles at several human resource development consulting firms, including DDI and Kaset (now part of AchieveGlobal). Dr. Key has authored several books, including CEO Road Rules: Right Focus, Right People, Right Execution and The Entrepreneurial Cat: 13 Ways to Transform Your Work Life. She received her Ph.D. from the University of Virginia and her BS from the University of Massachusetts. Dr. Key has lectured at the University of Virginia’s Darden School of Business, the University of Tampa’s Graduate School of Business and other educational institutions such as Harvard’s School of Public Health. She was selected to join Leadership Florida, is a past board member of the CEO Council of Tampa Bay and is co-founder and board chair of No More Homeless Pets of Hillsborough County. Dr. Key belongs to the OD Network, the Society for Organizational Learning (SOL), the National Speakers Association, Searchnet, SHRM, ASTD, the Berrett-Koehler Authors Co-op and the World Future Society.
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Reed Kingston
Managing Director, BearingPoint
Reed Kingston is a Managing Director in BearingPoint’s World-Class Finance practice focused on Technology, Communications, and Media Sector clients. Mr. Kingston is and experienced management consultant and technology industry veteran with over 25 years of experience. He has extensive experience with companies at every stage of their growth—inception and initial fund raising and product launch to global operations and expansion through acquisition. He is a CPA with thorough understanding of corporate financial processes and regulatory requirements and the impact that other operating disciplines have on the financial results of the enterprise.
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Tony Klimas
Managing Director, BearingPoint
Tony Klimas is a Managing Director in BearingPoint’s World Class Finance Practice. He primarily serves clients in the commercial services industry segment and has led significant initiatives in the Enterprise Performance Management (EPM) space and general Finance Transformation. Mr. Klimas also has significant experience helping clients with a variety of compliance challenges including Sarbanes-Oxley and the adoption of Audit Standard No 5. Prior to joining BearingPoint, Mr. Klimas held several finance and accounting leadership positions at a major manufacturing company within the automotive industry and prior to that served as a Naval Officer. He is a graduate of the U.S. Naval Academy with a Bachelor of Science in Mathematics (with Merit) and after serving on active duty in the US Navy he received an MBA (with honors) from Indiana University with a major concentration in Finance. He has authored several articles on finance transformation, risk management and the impact of technology on the finance function and is also a frequent speaker on the topics of Enterprise Risk Management, Compliance and Finance Transformation.
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Tom Kolder
President, Crist|Kolder Associates
Tom R. Kolder joined Crist Associates as President in February 2004. In 2008, Crist Associates became Crist|Kolder Associates. Prior to joining the firm, Mr. Kolder 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, Mr. Kolder led Russell Reynolds' Financial Officers Practice activities in the Midwest. Before joining Russell Reynolds in 1995, Mr. Kolder 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. Mr. Kolder began his career as a Section Manager, Product Development, and Manufacturing Engineer for McDonnell Douglas Corporation. Mr. Kolder 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.
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Richard Martin
Head of Financial Reporting, ACCA
Richard Martin is Head of Financial Reporting at the Association of Chartered Certified Accountants (ACCA). ACCA is the largest, fastest growing, global professional accountancy body, with 122,000 members and 325,000 students in 170 countries. He is responsible for monitoring developments in financial reporting particularly IFRS, analysing the impact of changes and developing ACCA's policy on these issues. He speaks regularly on accounting standards internationally and in the UK. He is a member of the Accounting Working Party of FEE (European Federation of Accountants), and of FEE’s Financial Reporting Policy Group. He is also a member of the accounting and reporting group of experts at the United Nations Conference on Trade & Development (UNCTAD) particularly involved with developing their reporting guidelines for small and medium-sized businesses.
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Jim McKinley
Director, Client Solutions, HCL Technologies
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James McLachlan
CFO, Skyy Spirits, LLC
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Steven Mintz
Deputy Editor, The CFO Group
Deputy Editor Steven Mintz rejoined CFO in June 2008 to oversee In Practice articles, including scorecards and other data driven reporting. As New York Bureau Chief from 1993 to 2000, he covered the full spectrum of corporate finance with a special interest in performance metrics. Resulting scorecards compared SG&A, knowledge capital, tax efficiency and working capital at hundreds of public companies. Between roles at CFO he worked in senior management in the content solutions division of Time Inc., where he oversaw customer-focused magazines published on behalf of the New York Stock Exchange, KeyBank, Charter One Bank, and the Navy Federal Credit Union. Earlier in his career he held editorial posts at American Banker, Corporate Finance, and Sales & Marketing Management. He is the author of Five Eminent Contrarians and co-author of the book and PBS series titled "Beyond Wall Street: The Art of Investing." He also co-authored John Neff on Investing with the celebrated manager of the market-beating, contrarian Windsor fund. His freelance articles have appeared in the Economist and its sister publication Intelligent Life, as well as in Mutual Funds, Bloomberg Personal Finance, Institutional Investor, and New Jersey Monthly.
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Peter Mondani
VP Financial Leadership Development & Human Resources, General Electric Co.
Peter Mondani is the Vice President of Financial Leadership Development and Human Resources for GE, reporting to the Vice Chairman and Chief Financial Officer, Keith Sherin. In this role, Mr. Mondani leads the recruiting, assessment, and development of future Finance leaders across the company, covering a population of over 13,000 Finance employees globally. He owns and provides strategic direction for all Finance Leadership Development programs, including: the entry-level Financial Management Program, GE Audit Staff, the mid-career Experienced Financial Leadership Program, and all Advanced Finance Training courses. In addition, Mr. Mondani owns the executive assessment process, succession planning, and compensation planning for all Finance Executives in GE. Mr. Mondani is also the Senior HR Leader for multiple Corporate Operating and Finance organizations, including: Asset Management, Corporate Finance, Controllership, Licensing & Trading, Tax, Treasury, and Global Business Services encompassing more than 3,000 employees globally. Prior to this role, Mr. Mondani held a variety of HR positions across GE businesses as well as Corporate Headquarters, including: Manager - Executive Development, Manager - Manufacturing and Labor Relations, Manager - Organization and Staffing, Manager - Compensation, Benefits, and Healthcare. Mr. Mondani joined GE in 1982 on the Employee Relations Management Program. His program and early off-program work experiences were in GE Aviation in a variety of Employee Relations positions supporting manufacturing operations. He graduated from the College of the Holy Cross in 1979 with a BA in Psychology and received a MS degree in Industrial/Organizational Psychology from Stevens Institute of Technology in 1981.
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Charles Niemeier
Board Member, Public Company Accounting Oversight Board
Charles D. Niemeier was named a member of the Public Company Accounting Oversight Board in October 2002, and served as acting chairman of the Board from January to June 2003. Prior to being appointed to the Board, Mr. Niemeier was the Chief Accountant in the Division of Enforcement of the U.S. Securities and Exchange Commission and co-chair of the Commission's Financial Fraud Task Force. Earlier, he was a partner in the Washington, DC, law firm of Williams & Connolly LLP, where he worked for 11 years. Prior to joining Williams & Connolly, he was a practicing certified public accountant for 10 years. Mr. Niemeier received his JD from Georgetown University Law Center and his BBA from Baylor University in Waco, TX.
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Mark Nittler
VP, Enterprise 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. Mr. Nittler'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 , Mr. Nittler 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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Allison O'Sullivan
Global Finance Development Manager, The Coca-Cola Company
Since 2005, Allison O’Sullivan has been the Global Finance Development Manager for The Coca-Cola Company reporting to the CFO. In this new role for the Company, Ms. O’Sullivan leads the finance training and development needs for the global finance organization’s 2,100 associates. She is responsible for developing the company’s future finance leaders and building the financial capabilities needed to support the organization. She manages the finance internship, training and assessment programs. Prior to assuming this role, Ms. O’Sullivan had a broad and varied career in Audit, Accounting and Risk Management. She graduated from Auburn University in 1985 with a Bachelor of Science in Accounting and earned her CPA in the State of Alabama. Outside of work, Ms. O’Sullivan is married, a mother of three wonderful children and very active in her church and community.
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Kate O'Sullivan
Senior Writer, The CFO Group
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.
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Larry Oglebsy, Jr.
Senior Executive, Accenture
Larry Oglesby is a Senior Executive in the Process and Innovation Performance Service Line at Accenture. Mr. Oglesby has spent over 20 years improving operations in companies with a balance between industry and consulting experience. He has led significant operational improvements in over 14 different countries. Mr. Oglesby's experience spans multiple sectors including heavy equipment, consumer goods, travel and transportation, resources and beverages.
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Surjit Rajpal
Executive Managing Director, Head of Loan Products & Merchant Banking, BMO Capital Markets
Surjit Rajpal, based in Chicago, is Executive Managing Director and Global Head of Loan Products, Leveraged Finance and Merchant Banking. He is responsible for all aspects of the Loan Product including Origination, Structuring, Syndications, Sales, Trading and Portfolio Management of over $75 Billion in Commitments. In addition, he is responsible for all Merchant Banking Activities including third party investments and a mezzanine/equity fund. He joined the Bank in 1982 and has since held a number of positions in Capital Markets, Corporate Finance, Merchant Banking, Treasury, Credit and Project Finance. His last position was Executive Managing Director and Head of Debt Products Group with responsibility for loan structuring and syndications, high yield origination, sales and trading, private placements and interest rate/currency/credit derivatives. He was responsible for establishing the Distressed Trading/Investing, Credit derivatives and emerging markets trading desks at the bank. Prior to the BMO Group, Mr. Rajpal was at Bank of America where he joined the World Banking Division directly from business school. Assignments included foreign exchange and money market trading, relationship management, lending and credit in South Asia and the Far East. Mr. Rajpal is a member of Management Board Council/ Performance Committee for the BMO Financial Group of Companies and also serves on the Investment Banking Group Management Committee. Mr. Surjit obtained his MBA at the Indian Institute of Management, Calcutta, and his Bachelor of Engineering (Mechanical) degree from Osmania University. He also attended the Executive Management Program at the University of Western Ontario.
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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 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 Schendt
Chief Financial Officer, Blain Supply
Bill Schendt is a graduate of Marquette University where he earned his undergraduate degree majoring in accounting, finance and philosophy and a minor in economics. Upon graduation Bill took a position with Price Waterhouse, now PricewaterhouseCoopers, specializing in the retail industry. He has been with Blain's Farm & Fleet for the past 26 years serving as their Secretary / Treasurer and CFO. Bill has been active in his profession and community as past Vice-chairman of the Professional Conduct Committee of the Wisconsin Institute of CPA, HospiseCare Inc as well as many other organizations. Bill is married and has two sons.
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Stratford Sherman
Partner, Accompli
An acknowledged authority in large-scale organizational change, Mr. Sherman serves as an advisor to senior corporate executives and teams leading major transformations. Mr. Sherman 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. Mr. Sherman’s television appearances include “Charlie Rose” and “The News Hour.” Ranked among America’s “50 Top Coaches,” Mr. Sherman was senior vice president of Executive Coaching Network, Inc.. A graduate of Harvard College, Mr. Sherman lives with his family in Connecticut.
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Joel Sitak
President & CEO, BirdDog Solutions, Inc.
As the President and CEO of BirdDog Solutions, Mr. Sitak is responsible for the overall strategy and direction of the company. Prior to joining BirdDog, Sitak served as Sales & Marketing Vice President, North America for TAB Products Co. (AMEX: TBP), a $160 million information management company. During his tenure, he held other executive management positions, including President of TAB Canada. He was a leading executive during TAB’s rapid growth and expansion from filing systems products into document management services. Mr. Sitak is a graduate of McGill University.
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Cathy Smith
EVP & CFO, Centex Corp.
Cathy Smith was named Executive Vice President and Chief Financial Officer for Centex Corporation in October 2006 and serves as an integral part of the Centex Senior Management Team. In this role, Ms. Smith is responsible for the company’s finance, treasury, tax, investor relations, and information technology functions. Prior to joining Centex, Ms. Smith served as Executive Vice President and Chief Financial Officer for Kennametal, Inc., a global supplier of tooling, engineering components and advanced materials. Before that, she served as Executive Vice president and Chief Financial Officer of Bell Systems, a business segment of Textron, Inc. She also served as Vice President and Chief Financial Officer of the Intelligence and Information Systems Business of Raytheon Company. Ms. Smith holds an MBA from the University of Southern California and a bachelor’s degree in business economics from the University of California, Santa Barbara.
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Mark Snell
EVP & CFO, Sempra Energy
Mark A. Snell is executive vice president and chief financial officer of Sempra Energy, a San Diego-based Fortune 500 energy services holding company whose subsidiaries provide electricity, natural gas and value-added products and services. The Sempra Energy companies' 13,500 employees serve more than 29 million consumers worldwide.
Snell formerly was group president of Sempra Global, the umbrella organization for the competitive businesses of Sempra Energy. In that position, Mr. Snell oversaw all aspects of Sempra Global in competitive energy markets, including energy trading, electric generation, liquefied natural gas, pipelines and storage facilities, international utilities and retail energy marketing. Before becoming group president, Mr. Snell was chief financial officer of Sempra Global overseeing the acquisitions, business development and all financial matters for the group. Prior to his role with Sempra Global, Mr. Snell was vice president of planning and development for Sempra Energy. Before joining Sempra Energy in 2001, Mr. Snell served as executive vice president and chief financial officer for Earth Tech, a Long Beach, Calif.-based water management, engineering and environmental services firm. Earth Tech specializes in the design, building and operation of water and wastewater treatment facilities. Before joining Earth Tech, Mr. Snell was executive vice president and chief financial officer at Dames and Moore, a NYSE listed engineering and construction firm headquartered in Los Angeles. At Dames and Moore, Mr. Snell guided the completion of acquisitions that more than doubled the firm’s revenues. Mr. Snell also served as chief financial and administrative officer for Latham & Watkins, a law firm with more than 1,600 partners and employees worldwide. He also served as executive vice president and chief financial officer of World Oil Corp., a privately held, integrated oil company. As a senior manager at the Los Angeles office of KPMG Peat Marwick, Mr. Snell supervised activities that supported acquisitions by client companies. Mr. Snell is a member of the board of directors of Venoco Inc. He holds a bachelor's degree in accounting from San Diego State University and is a certified public accountant.
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David B Taylor
Global Head - Program Management Practice - TCS, Tata Consultancy Services
David Taylor is a results driven, senior executive experienced in the delivery of large-scale business and IT transformation programs and brings over twenty-five years of experience in managing both business and IT enterprise change initiatives. He has directed and managed resources and client engagements both nationally and internationally and has significant experience in the Banking & Financial Services, Default Management Systems, Telecommunications, Insurance, Health Care and Food Service Industries. Mr. Taylor also has an extensive background in the strategic application of IT to deliver bottom line results.
Mr. Taylor is the Global Head of Program Management for TCS. In this role, he is focused on ensuring the multinational practice is focused on assisting in the sales and business development activities, ensuring delivery excellence and assisting clients in achieving the desired value improvements. This practice is also focused on risk minimization, service level management and cost efficiency for both business and IT client engagements. Mr. Taylor is also responsible for the product and solution development, along with the associated methodologies and techniques of all Program Management offerings across the globe.
Prior to joining TCS, Mr. Taylor was a Senior Partner with Computer Sciences Corporation (CSC), responsible for both the Financial Services practice in the Southeast and the Default Management practice nationally. Mr. Taylor has also held senior management positions with Bank One (now JPMC), Broadway & Seymour, Borden’s and Wendy’s International where he was the head of technology for over 11 years.
Mr. Taylor holds both a Bachelors and Masters degree from The Ohio State University and also has earned his Certified Systems Professional (CSP) designation.
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Neil Thomas
VP Sales, Adaptive Planning
Neil Thomas is an experienced executive with deep domain expertise in business intelligence, budgeting and forecasting, and financial management. Prior to joining Adaptive Planning, Mr. Thomas was an executive at Cognos. At Cognos, he led the region that generated the company's strongest sales growth, delivering nine successive quarters of year-on-year growth. Prior to his tenure at Cognos, Mr. Thomas held Area Vice President of Sales, Area Vice President of Channels, and General Manager positions at Adaytum, a market-creating budgeting and planning vendor that was acquired by Cognos. He joined Adaytum as one of the original team in 1996 and played a key role in driving the company's growth from $1 million to $61 million in revenue. Mr. Thomas has strong domain experience having held the roles of Marketing Controller at Johnson & Johnson and Group Financial Controller at Dimension Data. At Adaptive Planning Mr. Thomas is responsible for all worldwide sales operations.
Mr. Thomas received a Masters Degree in Accounting and Finance from Thames Valley University in London and an MBA from Heriot-Watt University in Edinburgh. He is a certified accountant and chartered company secretary.
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Paul Tong
Sr. Marketing Manager, Ariba
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 high-profile companies as National Semiconductor, computer maker Tandem, networking giant Cisco, telecommunications pioneer Pacific Telesis, and software application developer Serena. Mr. Tong currently serves as Senior 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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Ed Trott
Former Board Member, FASB
Ed Trott was a member of the Financial Accounting Standards Board (FASB) from October 1999 to June 2007. Prior to being appointed to the FASB, Ed was involved in accounting standard setting as a member of the FASB’s Emerging Issues Task Force (EITF) for 7 years and the AICPA’s Accounting Standards Executive Committee (AcSEC) for approximately 3 years. Ed worked with KPMG for over 31 years. He started in the Greensboro, N.C. office in 1968 and was the head of the Firm’s Accounting Group in the national office from 1992-1999. He also worked in the Tampa, FL. office for 7 years and the national office from 1977-1982 and 1989-1992.
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Derek van Bever
Chief Research Officer, Corporate Executive Board, and Co-Author of Stall Points
Derek van Bever is the Chief Research Officer (CRO) of the Corporate Executive Board (NASDAQ: EXBD). He has also been a member of the firm’s Executive Committee since its founding. Mr. van Bever was a member of the team that led the firm’s initial public offering roadshow in 1999. The Corporate Executive Board maintains over 50 executive membership programs that conduct best practices research and build decision and implementation support tools that improve the performance of over 4,500 major corporations on a global basis, including 80% of the Fortune 500 and 70% of the FTSE 100 companies. The Corporate Executive Board has been named repeatedly to the Forbes list of Best Small Companies, to the Business Week list of Hot Growth Companies and to Washingtonian magazine’s Best Places to Work. Prior to assuming the role of CRO, Mr. van Bever served as Publisher of the Advisory Board Company, the Corporate Executive Board’s former parent. Prior to that, he served in a variety of research and management positions within the Advisory Board Company, including executive director of the financial services practice. In his role as CRO, Mr. van Bever is responsible for training and quality control for over 1,000 researchers based in the U.S., London and Gurgaon (India,) and for authorship of signature content for the firm. Mr. van Bever’s own research interests center on the barriers to growth in large companies as well as on the economics of customer loyalty in service businesses. He has been invited to lecture on these and other topics at the Harvard Business School and at Georgetown University’s graduate business school. He advances the presentation and teaching crafts at the Corporate Executive Board through his leadership of the firm’s research and executive education communities. He is coauthor of “When Growth Stalls,” in the March 2008 Harvard Business Review, and of Stall Points: Most Companies Stop Growing—Yours Doesn’t Have To, forthcoming from Yale University Press in 2008. In addition, Mr. van Bever serves as a director on the boards of the National Society of Collegiate Scholars, an undergraduate honors society and service organization, and the Firefly Children’s Network, a nonprofit organization dedicated to assisting at-risk orphans in Russia through advancement of a global standard of medical care for these children, as well as supporting their deinstitutionalization. He is a member of the Economic Club of Washington, D.C., and of the Alexandria (Virginia) Community Trust. Mr. van Bever holds an undergraduate and a master’s degree from the University of Delaware and received his MBA from Harvard University. He and his wife, Ellen, have three children.
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Sander van Tol
Partner, Zanders
Sander van Tol is responsible for the corporate clients and public sector advisory practice of Zanders and leading a team of 25 professionals, based in Belgium, The Netherlands and the United Kingdom. Mr. van Tol is a senior tutor with EuroFinance and lectures at the Register Treasury Management programme of the Free University in Amsterdam, he is also a board member of the Dutch Association of Corporate Treasurers (DACT).
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David M. Walker
President & CEO, The Peter G. Peterson Foundation; Former Comptroller General of the United States
As President and CEO of The Peter G. Peterson Foundation, Mr. Walker leads the Foundation’s efforts to educate and activate Americans about several key challenges that threaten our country's future in order to accelerate actions. These challenges include America's budget, savings and balance of payments deficits, the need to reform existing entitlement programs, our overall health care and tax systems, and select education, energy and non-proliferation issues. Prior to joining the Peterson Foundation, Mr. Walker served almost 10 years as Comptroller General of the United States and head of the U.S. Government Accountability Office (GAO). He was appointed by President Clinton and confirmed by the Senate to serve as the federal government's chief auditor. He previously served as a partner and global managing director of Arthur Andersen LLP and in various government and private-sector leadership positions, including presidential appointments with Senate confirmation during both the Reagan and Bush (41) administrations. Mr. Walker also currently chairs the United Nations Independent Audit Advisory Committee. He serves on the boards of the Committee for a Responsible Federal Budget and the Partnership for Public Service, and is a Fellow of the National Academy of Public Administration. He has authored two books, is a regular commentator, and is the subject of the critically acclaimed documentary I.O.U.S.A. (2008). He holds a B.S. in accounting from Jacksonville University, a Senior Management in Government Certificate in public policy from Harvard University's John F. Kennedy School of Government, and several honorary doctorate degrees.
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Gary Walker
Director, Shared Services, Molson Coors
Gary Walker has over 20 years of experience as a financial executive with progressive multi-disciplined experience in public sector accounting. His expertise lies in accounting and finance functions, financial research and analysis, process review / design, evaluation of internal controls, financial systems implementation, GAAP and SEC regulation compliance and administration and facilities management. Mr. Walker is currently employed by Molson Coors Brewing Company as the Global Director of Shared Services reporting to the Global Vice President Controller. One of his primary functional responsibilities is to develop, direct, implement and coordinate relevant activities, processes and organization to manage the overall delivery of Global Finance Operations and Solutions shared services across the Molson Coors and MillerCoors business. Mr. Walker’s education includes a Masters of Business Administration (emphasis in accounting) from the University of Wisconsin- Madison. He also holds a Bachelor of Science, Accounting, from Southern University in Baton Rouge, Louisiana and is a CPA.
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David Weston
Director , Impact Commercial Solutions
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