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Jeff Bardin
Director, Office of Risk Management, EMC Corp.
Jeff Bardin has held Top Secret clearances while breaking codes & ciphers & performing Arabic language translations serving in the USAF and at the NSA, and also served as an Armored Scout Platoon Leader and Army Officer. He has worked in leadership positions Fortune 100 organizations. Mr. Bardin also has international experience in the greater Mediterranean region and the Kingdom of Saudi Arabia. Mr. Bardin was awarded the 2007 RSA Conference award for Excellence in the Field of Security Practices. The Bardin-led security team also won the 2007 SC Magazine Award for Best Security Team. Mr. Bardin has served as the CSO/CISO for Fortune 500 firms in the insurance and financial services spaces. Mr. Bardin is currently the Director, Office of Risk Management at EMC. He has published several articles, been a contributing author for industry books, and sits on security advisory boards. Mr. Bardin holds CISSP, CISM, and NSA IAM certifications.
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David Blaszkowsky
Director, Office of Interactive Disclosure, U.S. Securities and Exchange Commission
The US Securities and Exchange Commission appointed David Blaszkowsky in October to start and lead the new Office of Interactive Disclosure, with responsibilities that include the development of strategies for and implementation of XBRL and other electronic disclosure opportunities. Mr. Blaszkowsky joined the SEC after a private sector career in consulting and financial information, most recently as a director leading several equity research and analytic information businesses for Standard & Poor’s in NY. Before that, Mr. Blaszkowsky was the Director of Strategic Planning and Development for McGraw-Hill’s Construction Information Group (where he also worked on an early industry-specific XML standard), and held financial planning and reengineering roles at Fidelity Investments in Boston. Mr. Blaszkowsky’s earlier career was in management consulting, at McKinsey & Company, as well as at Price Waterhouse and Gemini Consulting. Mr. Blaszkowsky trained in economics at the University of Chicago, receiving a BA, and earned his MBA in finance and marketing at Northwestern University’s Kellogg School of Management. Mr. Blaszkowsky lives, with his wife and 2 daughters, in Boston.
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Michael Bodetti
CEO & President, TnT Expense Management, LLC
Mr. Bodetti founded TnT Expense Management in 1999 and continues to drive TnT’s overall strategic vision and key business priorities that have been necessary to maintain the Company’s reputation for leadership, quality, and superior customer service in the Telecom Expense Management (TEM) industry. Over the past nine years, he has successfully grown TnT Expense Management, serving global enterprises such as Lehman Brothers, Merrill Lynch, Citigroup, Barclays, RBS, Cisco Systems and Priceline.com. His innovation has solidified TnT in the forefront of international expansion.
Mr. Bodetti has over 25 years experience in the telecommunications and technology industries and has worked with all size companies, from start-up entities to Fortune 50 corporations. Prior to establishing TnT Expense Management, he was the Vice President of Telecommunications & Call Center Technology with Cendant Corporation. While at Cendant, he managed an annual telecom budget of approximately $120MM per year, and directed a staff of 200 technical professionals in 250 offices and 60 Call Centers worldwide.
Mr. Bodetti received his Bachelor’s Degree in Marketing and his MBA in Finance from Sacred Heart University, and is an adjunct professor at the graduate level. He currently serves as a member of the Executive Advisory Board at the University of Bridgeport Graduate Center, helping to formulate UB’s graduate curriculum.
He has been a speaker at numerous IT, leadership, and telecom conferences, including: The Wall Street Technology Association’s (WSTA’s) recent forum on “IT/Networking Trends and Technology Solutions”; a CIO Executive Roundtable on “What CEOs Want From Their CIOs”; and, the IQPC TEM Conference in San Francisco this past February on the topic “Deciding Between a Software or Outsourced TEM Solution.” He has been interviewed by PhonePlus Magazine, had an article (“Getting a Handle on Handhelds”) published in Computer World Magazine, and was a contributing author for Dr. Gad Salig’s book, Implementing IT Governance: A Practical Guide to Global Best Practices in IT Management.
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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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Ian Campbell
President & CEO, Nucleus Research
Ian Campbell is a founding partner of Nucleus Research Incorporated where he is responsible for managing and directing Nucleus's industry leading return on investment (ROI) research approach, the company's product set, and overall corporate direction. Mr. Campbell is an expert on the ROI and TCO analysis of technology and has written and presented extensively on the subject of collaborative and knowledge technology and the importance of matching this technology to business organizational objectives. He is noted for his research identifying the human barriers to a successful technology deployment and the strategies that can be employed to maximize user acceptance of new technology. He is the author of numerous studies analyzing the real benefits of technology including "The Intranet: Slashing the Cost of Business," the industry’s first in-depth analysis of the benefits of corporate intranets and “The Business Case for Document Management,” a comprehensive look at technology deployments within the electronic document management market. Additional national and international exposure has come through his frequent speaking engagements at major vendor and industry events worldwide such as Comdex, Network World, and Internet World. His opinions are often quoted in business and daily newspapers including The Wall Street Journal, The New York Times, USA Today, Investor’s Business Daily, Newsweek, Forbes, Fortune, Business Week, The Globe and Mail, and The Economist. Prior to joining Nucleus Research, Mr. Campbell was the Vice President of Collaborative Applications at International Data Corporation where he managed a portfolio of research products and a research team tracking the messaging, collaboration, knowledge management, and emerging intranet markets. In addition, he managed IDC’s industry leading return on investment (ROI) consulting practice. Mr. Campbell holds a Bachelor of Science degree in computer science from Northeastern University and a Masters degree in business administration from Babson College.
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Carrie Casanas
VP of Finance, Amplio Corporation
As VP of Finance, Ms. Casanas will develop the financial infrastructure and strategy to support Amplio's fast-paced growth.
Before joining Amplio, Ms. Casanas was the Broker Dealer Controller for Symetra Financial and was responsible for the company's subsidiaries' five-day close, SOX 404 compliance, budget, forecast and ongoing analysis. Prior to Symetra Ms. Casanas held two executive positions at Internet start-ups.
She joined ShareBuilder Corporation in 1999, as VP of Finance and VP of Operations was responsible for building the finance and broker/dealer organizations. As a member of the executive staff Ms. Casanas was instrumental in securing multiple rounds of venture financing and building ShareBuilder into the 6th largest online brokerage firm with over $2 billion in assets.
Before joining ShareBuilder in 1999, Ms. Casanas served as director of finance and corporate controller at Starwave Corporation, a leading Internet media company, which was acquired by The Walt Disney Company and InfoSeek. While there, she managed the transaction process of Infoseek's $900 million acquisition and integration of Starwave Corporation in 1998 as well as Infoseek's $2 billion acquisition by The Walt Disney Company.
Ms. Casanas has more than twenty years of experience in finance, accounting and operations and is a licensed certified public accountant (CPA) and holds a bachelor of arts degree in accounting from the University of Washington.
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John Colbert
VP Research & Analysis, BPM Partners
Mr. Colbert is responsible for market trend analysis, services development and technology vendor relationships at BPM Partners, the leading independent authority on business performance management (BPM) solutions. BPM Partners is a trusted source of BPM information and expertise, a founding member of the BPM Standards Group, and creator of the annual BPM Pulse Survey, BPM Software Buyer's Guide and BPM Consulting Services Guide. Prior to BPM Partners, Mr. Colbert was Senior Director, Product Marketing at Hyperion Software, responsible for directing Hyperion's OLAP Business Analysis financial software products. Earlier in his career, Mr. Colbert was an end-user of performance management solutions while a product manager at Raychem Corporation, a Fortune 500 company that has since been acquired by Tyco. Mr. Colbert has contributed to leading business publications including the New York Times, Information Week, Business Finance, eWeek and the B-Eye Network and is a regular presenter at performance management related conferences. Mr. Colbert graduated with an MS in Engineering Management from Stanford University and BS in Chemical Engineering from Rutgers University.
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Randy Durling
Director, International Finance, The Boeing Company
As Director, International Finance Randy Durling’s primary responsibility is the oversight of Boeing’s foreign exchange risk management program. Mr. Durling is also responsible for establishing Boeing’s corporate commodity and energy risk management programs. The duties associated with these programs include the integration of subsidiaries and newly acquired companies into the Boeing infrastructure including technology/systems, derivative accounting and reporting as well as establishing policies and procedures. Prior to joining Boeing, Mr. Durling spent nearly four years as Manager, Derivatives Trading in the auto industry and eight years in banking as AVP Foreign Exchange Sales & Trading.
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Jackie Fenn
VP & Gartner Fellow, Gartner
Ms. Fenn is a vice president and Gartner fellow in emerging trends at Gartner. She advises leading enterprises on emerging technology management issues, including technology tracking, evaluation and transfer, and on the adoption of emerging technologies such as Web 2.0 and mobile robots. She has created numerous models and frameworks for examining trends and technologies, and is the originator of the Gartner hype cycle model, which has been adopted by press and organizations worldwide to explain how technologies move from hype to disillusionment and beyond. Her book “Mastering the Hype Cycle: How to Adopt the Right Innovation at the Right Time” is being published by Harvard Business School Press in fall 2008. Ms. Fenn has over twenty five years of experience in advanced information technology assessment, project management and system development. She was formally a principal consultant at Logica North America, where she was responsible for artificial intelligence activities within the US. She consulted to commercial and government organizations about the appropriate application of intelligent technologies, and designed and built expert systems for a range of tasks, including product formulation and medical diagnosis. She also managed Logica's entry into the field of multimedia and interactive television. Prior to that she was a senior consultant at Logica's R&D facility in Cambridge, England, working on applications of knowledge-based systems, speech recognition and natural language processing. Ms. Fenn's degree is in Computational Linguistics and Modern Languages from the University of Manchester Institute of Science and Technology, England.
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Michael Fillios
Chief Solutions Officer, BTM Corporation
As Chief Solutions Officer, Michael Fillios is responsible for overseeing the strategy and development of Business Technology Management (BTM) solutions for all market segments. Under his leadership, these solutions and services improve the strategic position and financial performance of its customers by institutionalizing management capabilities to accelerate business technology convergence, consequently driving efficiency, agility, and sustained innovation. Since BTM Corporation's inception in 1999, he has managed several of the company's key functions, helped solidify BTM Corporations' role as the market leader in the multi-billion dollar business technology management market by extensively contributing to the creation of BTM research, products, solutions, and packaged services. He is a co-creator of BTM Framework™ and a contributing author of The Alignment Effect (Financial Times/Prentice Hall, 2002), and the Winning The 3-Legged Race: When Business and Technology Run Together (BTM Institute/Prentice Hall, November 8, 2005). Mr. Fillios works closely with CxOs and leading academicians to produce customer solutions to meet the complex business needs of global organizations. Leveraging his more than 20 years of experience spanning corporate and product strategy, research, management consulting, business development, and finance, he has successfully led the design and implementation of the BTM capabilities at global organizations such as PepsiCo, Marriott, Northrop Grumman, Paccar, JPMorgan, the French Social Security Administration, and BNP Paribas. Mr. Fillios came to BTM Corporation from Grant Thornton, where he managed strategic partnerships and business development for the Northeast Enterprise Solutions Group. He managed multi-million dollar software implementations of leading ERP solutions from SAP, BAAN, and JD Edwards. Previously, he served as Director of Finance for Penwest Pharmaceuticals where he managed financial and information technology functions for this global drug delivery company. During his four years at the pharmaceutical division, he helped position the company for its spin-off from its parent company, Penwest. Today the market cap of Penwest Pharmaceuticals is over $300 million. Prior to Penwest, he began his career as a Senior Auditor for Ernst & Young, where he performed financial and systems audits for a diverse set of companies across the manufacturing, service, and financial industries.
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Jill Frisby
Manager, Crowe Chizek and Company LLC
Jill Frisby is a Manager in the Risk Consulting Practice with a specialty in the area of Information Security and Data Privacy. She has been the keynote presenter on Information Security for several regulatory agencies, banking associations, and industry roundtables.
Ms. Frisby has become an industry thought leader in the area of the Data Privacy, developing Crowe Chizek’s full suite of services to help ensure initial and continuing protection and compliance. She is a member of the editorial board for the International Association of Privacy Professionals (IAPP) and has written articles on Privacy and Identity Theft for the Privacy Advisor and Privacy Tracker publications. Ms. Frisby designed a web-based tool for the facilitation of Information Systems Risk Assessments, and has helped major companies and government organizations remedy significant deficiencies in safeguarding consumer information
In addition, Ms. Frisby has been featured in 5 major newspapers and on three network evening television broadcasts related to her research in the area of Wireless LAN Security. These media publications were completed in conjunction with a Crowe Chizek research study, the goal of which was, upon investigation, to inform the public of the growing problems with Wireless LAN security and the ways to remedy these issues
Ms. Frisby currently performs assessments in the areas of:
Data Privacy and Protection
Gramm Leach Bliley Act Compliance
Information Security Policy and Standards Development
Network Security Assessments
Internal and External Penetration Assessments
Information Systems General Controls Reviews
Ms. Frisby is a Certified Information Privacy Professional, Certified Information Systems Auditor, Certified Information Systems Security Professional, Microsoft Certified Systems Administrator with a Specialization in Security, a Project Management Professional and a CompTia Certified Security Professional. She is a graduate of the University of Illinois, where she majored in General Engineering and minored in Technology Management.
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Ben Golub
President & CEO, Plaxo Inc.
Ben Golub is the President and Chief Executive Officer for Plaxo. Prior to joining Plaxo, he was Senior Vice President of Marketing and Corporate Affairs for VeriSign, Inc. In his eight years at VeriSign, he also served as Senior Vice President of the security and payments business and General Manager of VeriSign’s managed security services business. In these roles, Ben managed worldwide sales, marketing, product development, support, operations, and business development activities. Prior to VeriSign, Ben held a number of product development, operations, and business development roles at companies such as Avid Technology, Inc., and Sun Microsystems, Inc. Ben holds an MBA from Harvard Business School, and a Masters in Public Administration from the Kennedy School of Government at Harvard. He graduated with a B.A. in Public Policy from Princeton University, and holds a Certified Information Systems Security Professional (CISSP) accreditation.
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Neal Hannon
Senior XBRL Consultant, AAA Interactive Data Associates
Neal Hannon is an XBRL consultant based in Stamford, CT. Formally, Mr. Hannon was the Director, Financial Reporting Technologies for the Financial Accounting Foundation (FAF). Located in Norwalk, CT, the FAF provides oversight and funding for FASB and GASB. Mr. Hannon played a significant role the efforts of the FAF to organize the financial community around improvements to the US GAAP XBRL taxonomy. Prior to joining the FAF, Mr. Hannon was a member of the accounting departments at the University of Hartford and Bryant University. In addition, Mr. Hannon has held various controllership positions with companies such as United Technologies and Monsanto.
Mr. Hannon has authored over 60 articles and blog postings on XBRL and has presented at national and international conferences since 2001. He is an active member of the XBRL consortium since 2000, and served on the first XBRL US steering committee. Currently, Mr. Hannon is a member of Financial Executives International (FEI) and technical advisor to the FEI’s committee on Finance and Technology.
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Julia Homer
SVP & Chief Content Officer, CFO Publishing Corp.
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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Faisal Hoque
Founder, Chairman, & CEO, BTM Corporation
A former senior executive at General Electric (GE) and other multi-nationals, Mr. Hoque is an internationally known entrepreneur and thought leader. In 1999, at the height of the dot.com boom/bust, Hoque, made a simple deduction that would set the stage for his most recent company, BTM Corporation. “All this technology was great but it would be meaningless until we had a concrete management structure around how we bring business and technology together,” he concluded. BTM Corporation provides management solutions that innovates new business models, enhances financial performance, and improves operational efficiency by converging business and technology with its unique applications and intellectual property (IP). The founding of BTM Corporation turned into an eight-year convergence crusade. Along the way, Hoque has written five management books, established a non-profit institute, and become a leading authority on the issue of effective interaction between business and technology. Under his leadership, BTM Corporation has twice been named one of the fastest growing technology companies in North America in the annual Deloitte Technology Fast 500. For his commitment to business technology convergence, CIO Quarterly magazine designated him, ‘Mr. Convergence’. In May 2008, the editors of Ziff Davis Enterprise (CIO Insight, Baseline, and eWeek magazine) named him as one of the Top 100 Most Influential People in Technology for conceiving and developing Business Technology Management (BTM), helping organizations transform into ‘whole-brained enterprises’. Two of his books, Sustained Innovation and Winning The 3-Legged Race, were included in the “Top 5 Transformation Books” of the last few years, while Sustained Innovation also ranked in CIO Insight magazine’s “Editor’s Picks: The 10 Best Business Books of 2007”. More recently, he further dedicated his attention to those less fortunate by establishing BTM Agrim in an effort to develop innovative social business models in the emerging markets.
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Christopher Johns
SVP, CFO, & Treasurer, PG&E Corporation
Christopher P. Johns is Senior Vice President, Chief Financial Officer and Treasurer for PG&E Corporation and Senior Vice President and Treasurer for Pacific Gas and
Electric Company. Mr. Johns, 47, oversees the financial activities of the $34 billion company including accounting, treasury, tax, business and financial planning, and investor relations. Mr. Johns joined Pacific Gas and Electric Company in 1996 as Vice President and Controller, and became Controller of PG&E Corporation when it was formed in January 1997. Later that year, he was promoted to Vice President and Controller. Mr. Johns was named Senior Vice President and Controller in September 2001 and elected Chief Financial Officer in January 2005. He assumed his current position in October 2005. Before joining PG&E Corporation, Mr. Johns was a partner in KPMG Peat Marwick LLP. He also was the associate national director of the firm’s Public Utilities practice. He earned a bachelor’s degree in accounting from the University of Notre Dame. He has also completed the Nuclear Reactor Technology Program at the Massachusetts Institute of Technology. Mr. Johns is a Certified Public Account in the states of California and Florida, and is a member of the Financial Executives Institute. He also serves on the Board of Trustees for the San Francisco Ballet.
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Vinnie Mirchandani
Principal, Deal Architect
Vinnie Mirchandani, founder of Deal Architect (a firm which helps corporations negotiate technology contracts), is a former technology industry analyst (with Gartner) and outsourcing executive (with PwC, now part of IBM). He has personally helped clients evaluate and negotiate technology contracts valued in excess of $ 5 billion and has consistently advised companies on IT risk management, globalization and sourcing issues. He also writes two widely read technology blogs—one on the economics of technology at www.dealarchitect.typepad.com and one on innovation using technology at www.florence20.typepad.com. In addition to technology circles, he is an active participant in finance/accounting (he was certified as a CPA while with PwC), human resources and sourcing/procurement communities and focuses on benchmarks and best practices to improve business processes in these areas. He has a global perspective having spent 6+ months doing technology business in the US, UK, Ireland, Netherlands, India and a number of other countries.
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Mark Nittler
VP, Enterprise Application Strategy, Workday
Mark Nittler brings Workday more than 20 years of broad experience in key financial application disciplines such as accounting, ERP, procurement, contract management, compliance, and security. 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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William O'Rourke
VP of Global Business Services & CIO, Alcoa
William J. (Bill) O’Rourke was named Vice President of Global Business Services (GBS) and Chief Information Officer (CIO) of Alcoa effective January 1, 2008. In that role Mr. O’Rourke is responsible for delivering Financial, Human Resource, Environmental, Health & Safety services to the Global Business Units and the Resource Units, and for maintaining the Information Technology architecture, infrastructure and applications globally. Mr. O’Rourke was President, Alcoa-Russia from March, 2005 to the end of 2007. In that role, he was responsible for leading the Alcoa-Russia business which included the substantial manufacturing assets Alcoa acquired in Samara and Belaya Kalitva in the Russian Federation in February, 2005 and a Sales and Administrative Office in Moscow. He was responsible for building and maintaining relationships with the Russian Government (Federal, Regional and Local) and with the Russian Communities. Both manufacturing plants included cast houses, rolling mills, extrusion presses, and forging capabilities and over $500 million has been invested in these Operations. Mr. O’Rourke has been a vice president of Alcoa since 1997. Mr. O’Rourke has led Alcoa’s global Environment, Health & Safety and Corporate Audit activities from 2002 to 2005. He was Vice President of the Corporate Audit function since 2001. During his Alcoa career, he also founded and served as Vice President of Alcoa’s Global Business Services organization, which included a number of corporate staff service areas. Earlier, he held positions in Alcoa’s Legal Department as an assistant officer, Corporate Patent Counsel and as Assistant General Counsel. Mr. O’Rourke joined Alcoa in 1975 as a Patent Attorney. He graduated from John Carroll University with bachelor degrees in both the science and the arts. He received a Juris Doctor degree from Duquesne University’s School of Law in Pittsburgh.
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Kevin O’Sullivan
Executive, Crowe Chizek and Company LLC
Kevin O'Sullivan has over 15 years experience in General Management, IT Audit and consulting for several middle to large companies in his career. Some of his general management experience includes serving as General Manager, COO and VP of Manufacturing for several mid-market manufacturing companies. Mr. O'Sullivan had P & L responsibility for multiple international plants in Ireland, China, UK, Spain and Mexico. As a consultant, Mr. O'Sullivan led multiple ERP selection and implementation Projects for mid-market companies.
Mr. O'Sullivan led the IT audit function for Enterprise Financial Consulting prior to the merger with Crowe Chizek. Mr. O'Sullivan’s IT audit experience includes UNIX, Mainframe, and windows environments such as Peoplesoft, RAC-F, JD Edwards, and other mid level packages. He has spoken at several national and local events for the IIA and ISACA.
Mr. O'Sullivan is a member of the Information Systems Audit and Control Association (ISACA) and the Institute of Internal Auditors (IIA) where he serves as a board member in the Central Jersey Chapter.
Mr. O'Sullivan has serviced a varying client base including Marlin Business Services, Keystone Helicopter, Patient Care, Amedisys, Schick Technologies, CVS, Marlin Leasing, SPD Technologies, Montefiore Medical Center, Innkeepers Trust and Sun Hydraulics.
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Albert (Rocky) Pimentel
COO & CFO, McAfee Inc.
As Chief Operating Officer and Chief Financial Officer, Rocky Pimentel is responsible for leading all worldwide finance, IT, facilities and manufacturing functions, reporting directly to Chief Executive Officer and President, Dave DeWalt. Mr. Pimentel is an industry veteran with more than 30 years of change management experience with small, medium and large companies, having most recently served as the executive vice president and chief financial officer of Glu Mobile. Before Glue Mobile, Mr. Pimentel served as executive vice president and chief financial officer at Zone Labs, where he oversaw the company's successful negotiation and merger with Check Point Software. Prior to that, Mr. Pimentel was a partner with Redpoint Ventures, where he managed the firm's operational activities and contributed to business and new investment development. Mr. Pimentel also held the positions of senior vice president and chief financial officer of WebTV Networks, which was acquired by Microsoft in 1997, senior vice president and chief financial officer of LSI Logic Corporation and a member of the founding management team of Conner Peripherals, Inc., which was acquired by Seagate in 1996, where he also had previously served as the Corporate Controller prior to Conner Periperhals. Mr. Pimentel holds a Bachelor of Science degree in commerce from Santa Clara University and is a CPA in the state of California.
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Geoffrey Rayner
CFO, Flock
Geoff Rayner is Flock's Chief Financial Officer. Mr. Rayner was previously CFO and founder of eHospitalSystems and a Vice President in Mergers & Acquisitions at Credit Suisse First Boston.
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Jeff Sampler
Fellow in Strategy and Technology, Said Business School, Oxford University
Jeffrey L. Sampler is a genius at helping companies prepare strategically for the future—when the future is inherently too uncertain to plan for. He’s an expert on the role of technology in designing organizations and business models, how business models endure through innovations and market changes, and managing information as a strategic resource for growth and innovation. Translating ideas into action: Mr. Sampler is extremely good at tailoring his presentation to his audience’s situation and giving them concrete ideas that they can translate real competitive advantage. Educated in the U.S., Mr. Sampler has very strong international credentials. His knowledge of Europe, the UK and India is especially deep. He has special expertise in outsourcing, especially in India. Jeffrey Sampler is Fellow in Management of Strategy and Technology, Templeton College–Said Business School, University of Oxford, England. He is the author of Sand to Silicon: Achieving Rapid Growth–Lessons from Dubai and is currently working on a book on extreme competition.
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Charles Schley
Founder, ERP Implementation Consulting Group
Charles Schley has 20 years of complex IT application software implementation experience and has been involved in 13 major implementations for leading companies worldwide. His ERP experience includes complex implementations of JD Edwards, Microsoft AX, BPCS and PRMS. Mr. Schley has been a technical programmer, trainer, functional area consultant in every major area, and now a project manager responsible for overall project success. He has developed proven methodologies for successful software implementations and has refined those methods on multiple projects in the metals, consumer goods, automotive, high technology and food industries. Presently, he is leading the SAP implementation at 13 manufacturing plants, while simultaneously developing the RWD uPerform on-line training modules for a multi-national consumer packaging company. Mr. Schley since graduating with a computer science degree from Troy University, and has worked with many of the leading IT implementation and outsourcing companies. He shares his knowledge at numerous conferences and symposia.
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John Stantial
Assistant Controller, Financial Reporting & Analysis, United Technologies Corp.
John Stantial is Assistant Controller - Financial Reporting & Analysis for United Technologies Corporation, a $60+ billion conglomerate whose businesses include Carrier heating and air conditioning, Otis Elevators, Pratt & Whitney engines, Sikorsky helicopters, Hamilton Sundstrand aerospace systems and UTC Fire & Security Systems. His department is responsible for all statutory filings, including XBRL furnishings, government reports, annual reports and all financial accounting and reporting policies of United Technologies Corporation. Mr. Stantial has over 20 years of combined public and private financial experience including previous positions as Chief Financial Officer of an aerospace manufacturer, Vice President of a Heavy and Highway Contractor, Director of Finance for a telecommunications manufacturer and Controller of an aerospace business within the Czech Republic. Prior to these positions, Mr. Stantial spent seven years in public accounting at Arthur Andersen & Co. Mr. Stantial graduated from the University of Massachusetts with a BBA.
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Ken Taylor
Enterprise Program Director, Resources Global Professionals
Ken Taylor is an associate at Resources Global Professionals, a professional services firm dedicated to helping industry solve problems and drive initiatives from inside their business. While at Resources, Mr. Taylor has led enterprise programs across industries and technical disciplines. Throughout his career, Mr. Taylor has implemented several ERP applications, including SAP, Oracle, JD Edwards, BPCS, etc. Additionally, he has been called in to rescue ERP implementations that have encountered difficulties and need to be realigned for success. Prior to joining Resources, Mr. Taylor was the Chief Technology Officer at Mavent, a service provider to mortgage originators and investors. Prior to working at Mavent, Mr. Taylor was a Senior Vice President and Chief Information Officer at Argent Mortgage, a wholesale mortgage originator. Mr. Taylor has held similar positions at DST Systems, Packard Bell NEC and Nestle USA. Mr. Taylor holds a B.A. in economics and an M.B.A. in operations and marketing. Ken also holds a doctorate in business administration. He is a certified master black belt in Six Sigma and holds a certification in Design for Six Sigma. Mr. Taylor is also a certified project manager (PMP) and holds a certification in production and inventory control (CPIM).
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Lori Thomas
VP Global Head of Client Services, TnT Expense Management, LLC
Ms. Thomas joined TnT Expense Management in 2007 and heads our Global Client Services Division. She drives the strategy behind TnT’s Marketing and Client Management teams, directs our domestic and international expansion, and oversees our channel partnerships and strategic alliances. She has helped TnT fortify itself as the leader in customer satisfaction by ensuring that nothing but the highest caliber service is delivered to existing and prospective clients.
Ms. Thomas came to TnT with a full range of wireless telecom experience. She has 15 years in the telecommunications and financial services industries, including 11 years of telecommunications vendor/carrier experience, during which time she served as a technical consultant executing large scale projects and providing strategic advisory services to C-level staff. Ms. Thomas also spent 4 years working in the financial services industry for two of the world’s largest financial institutions, Citigroup and UBS. She was responsible for strategic sourcing, process engineering, and global multi-million dollar vendor negotiations.
Ms. Thomas has her B.S. in Organizational Management from Nyack College. She is on TnT’s Board of Directors, and has recently been appointed to Telecom Expense Management Industry Association’s (TEMIA’s) Ethics Board. She is a member of numerous other professional organizations including Women in Technology International, and has received various professional awards.
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Julie Whitcraft
Director of Finance, Digital Office, Intel Corporation
Julie Whitcraft is the Director of Finance for Digital Office Division in the Business Client Group at Intel Corporation. In this role, she leads a team responsible for all financial aspects of the organization, including end-user ROI and value analysis. Julie has held a variety of positions since joining Intel in 1996, including finance roles in several product design groups and corporate services. She received an honor’s bachelor degree from Marquette University and her master’s degree in business administration from the University of Minnesota.
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Mike Willis
Partner, PricewaterhouseCoopers; Founding Chairman, XBRL International
Mike Willis has more than 26 years of accounting and auditing experience and is a partner with PricewaterhouseCoopers. Mike served as the Founding Chairman of XBRL International, which is currently composed of more than 600 leading software, accounting and finance companies from 27 countries around the world. Mr. Willis has served in a number of roles within the XBRL community and currently serves on the International Steering Committee as Vice-Chairman. XBRL is an international information format standard designed to dramatically enhance business reporting supply chain processes benefiting preparers, distributors, aggregators and consumers of this information. He speaks frequently, publishes papers and blogs on the topic of business reporting. Mr. Willis has been interviewed for or published articles in a range of business periodicals on the topic of a more efficient business reporting supply chain including the Harvard Business Review, Financial Times, Business Week, Wall Street & Technology, CFO magazine, and CIO magazine.
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John Wilson
President & CEO, J.C. Wilson Associates LLC
John Wilson is the founder and President of J.C. Wilson Associates. Mr. Wilson has personally specialized in senior-level searches for commercial banks, investment banks, asset managers, brokerages and non-bank financial institutions.
Before starting this specialist financial services recruiting boutique in 2002, Mr.Wilson was the senior financial services partner with Korn/Ferry International (the world’s largest search firm) in San Francisco where, for five years, he led their Financial Services Practice in the West. Prior to Korn/Ferry, Mr. Wilson spent 10 years as a Managing Director at Russell Reynolds Associates in Hong Kong and San Francisco, respectively. During his first six years at Russell Reynolds, he was the Managing Partner in charge of their Hong Kong and Singapore offices. He subsequently headed their Financial Services Practice in the West when he moved to San Francisco in 1993. During his 20-plus years as a recruiting consultant, Mr. Wilson has successfully recruited more than 200 senior executives including CEOs, CFOs, and other senior officers for the financial services sector. Mr. Wilson’s experience prior to his entering the executive search industry included managing the Asia/Pacific region for the Bank of Montreal. Earlier, he spent 10 years in progressively senior management positions for Citibank in Hong Kong, Malaysia and Singapore. Mr. Wilson has worked with a wide variety of financial services companies including: Barclays Global Investors, Chase Manhattan Private Bank, Citigroup, E*Trade, JAFCO America Ventures, JPMorgan Chase, Lazard Freres, Merrill Lynch, Silicon Valley Bank, Visa International, and Wells Fargo. Mr. Wilson holds a BS degree from St. Joseph’s University in Philadelphia and an MBA in International Finance from The George Washington University. He was the captain and most valuable player of his college tennis team. Mr. Wilson is also an avid fly fisherman and an accomplished mountaineer, having successfully climbed six of the world’s Seven Summits.
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