Becoming a Data Driven Finance Leader   

Surveys indicate many CFOs are anchored in the role of Historian, one that is backward looking. Today’s dynamic business environment demands CFOs fulfill a much different role — one that is forward looking, strategic, data driven and applies a creative mindset.  This new role is termed Finance 2.0. CFOs who transition to this new role position themselves to bring new strategic insights and guide their organizations to heightened performance.  However, successful transition to Finance 2.0 requires a thoughtful road map. One that includes People, Process and Technology.   

During this session, Rich Reimer, VP of Industry Marketing at Sage Intacct, will share his perspectives on Finance 2.0 and facilitate a discussion with Eileen Doody, CFO at Percona, and Tania ZiejaCFO at Holloran Consulting Group. Eileen and Tania will share their transition to become data-driven finance leaders which has enabled them to proactively drive strategy and improved operations. 

Key Learnings

  • The technologies and skills you need to move to a digital, data-driven world
  • How to move from Finance 1.0 to Finance 2.0 and beyond
  • How to “Twitterize” your reporting and analytics
  • When you should automate and when you shouldn’t

Rich Reimer, VP of Industry Marketing,​ Sage Intacct

Rich Reimer, VP of Industry Marketing,​Sage Intacct
Rich Reimer has more than twenty years of marketing and product experience at startups and major software companies. As Sage Intacct’s VP of Industry Marketing, Rich oversees the company’s market strategy across verticals such as Not For Profit, Software & SaaS, Financial Services and Professional Services. Before joining Sage Intacct, Rich was CEO and co-founder of obo, a SaaS application for product management. Before that, Rich led marketing and product management at Splice Machine, a distributed transactional database built on Hadoop and Spark. Rich also had marketing and product management positions at Oracle, Siebel, Blue Martini and Zynga. Rich has a MBA from Harvard Business School, where he graduated as a Baker Scholar. Rich also has a MSEE from Columbia University and a BSEE from the University of Michigan.

Eileen Doody, CFO, Percona

Eileen Doody, CFO, ​Percona
Eileen Doody joined Percona in August 2018. She brings with her over 20 years of financial, business and operations planning and management experience in the technology and open source software industries. Before Percona, Eileen was VP of Finance with Black Duck Software, Inc., an open source security and license company. Eileen’s background includes a diverse mix of business experience: besides technology and open source, she has also worked for Mascoma Corporation (a biofuels company) and Philips Medical Systems (a medical products company). Eileen received her BS in Accounting from Northeastern University and an MBA from Babson’s F.W. Olin Graduate School of Business. Eileen lives with her family in Hollis, NH.

Tania Zieja, CFO, Halloran Consulting Group, Inc.

Tania Zieja, CFO, Halloran Consulting Group, Inc.
Tania Zieja joined Halloran Consulting Group in 2012. With more than 15 years of experience in business management, finance, accounting, and office management, Tania oversees Halloran’s financial systems. Tania also works directly with the management team on business strategy to guide Halloran to its long-term goals.  Prior to joining Halloran, Tania worked at Cambridge Biomarketing, Baystate Health, and IBM where she successfully upgraded and implemented accounting systems as well as managed client billing and financial reporting responsibilities. She also runs her own financial consulting firm, TLZ Consulting, LLC, where she selectively shares her accounting wizardry with the biotech and pharma industry. Tania graduated from the University of Massachusetts-Amherst with a Bachelor of Arts in International Accounting and Spanish. She is currently pursuing her Master of Science in Accounting from the University of Southern New Hampshire.  

Attend this session  “Becoming A Data Driven Finance Leader” at our 9th annual CFO Leadership Conference “Seven Pillars Of The Modern CFO” May 13-14th (Pillar #4  “Performance Management” ~ Monday, May 13th @ 4:30pm).

 

About Sage Intacct
Sage Intacct is 100% invested in meeting the needs of financial professionals, 100% focused on customer success, and 100% committed to the cloud. That’s who we are, and always will be. Customers ranging from startups to public companies rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion. For more information, visit www.sageintacct.com. 

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2019 CFO Leadership Conference- CFO Week in Boston, MAAbout The CFO Leadership Conference “Seven Pillars Of The Modern CFO”
The CFO Leadership Council’s 9th annual national conference “Seven Pillars Of The Modern CFO” is being held May 13-14, 2019 in Boston’s Seaport District.  Dedicated to empowering CFOs, it will offer relevant and tangible tools for CFOs and senior financial executives to hone your leadership skills. Sessions include inspiring keynotes, and expert-led interactive workshops crafted to dig deep into key leadership areas within the Seven Pillars of the Modern CFO – (Pillars – Strategy & Innovation, Performance Measurement, Economics & Globalization, Data-Drive Decision Making, Technology, Disruption & Change, Executive Presence & Communication, and Leadership). Network and learn alongside 400+ of your peers across North America. NASBA Certified CPE Offered.  Reserve your seat today. www.cfolcconference.com

About The CFO Leadership Council
The CFO Leadership Council offers both live & online programs that feature expert panels and interactive sessions that drive meaningful conversation and leadership development among our membership. Our collection of leadership development resources similar to this article contain pragmatic insights and advice sourced directly from our members and industry experts.  Recordings of CFOLC webcasts are made available to our current CFOLC Premium & Virtual members. To learn about our three-tiered membership options and CFO Week in May 2019, visit www.cfolc.com.

Want to Continue the Conversation?
We’d love to hear from you. Post a comment about your experiences or provide feedback below to continue the discussion about how creative leadership in the current climate.  Or contact Kristin Todd, Vice President of Marketing, kristin@cfolc.com.

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