EVP & CFO, Zoetis Inc.
Wetteny Joseph is Executive Vice President and Chief Financial Officer of Zoetis, the world’s leading animal health company and a member of the Fortune 500. In this role, he is responsible for overseeing the financial management, planning, operations and indirect procurement functions. During his career, he has worked across diverse and complex businesses; led finance functions, business units and business development; and managed relationships with stakeholders from customers and suppliers to investors.
Mr. Joseph joined Zoetis in June 2021, after having spent 13 years in executive positions at Catalent, a global leader in pharmaceuticals, biologics and consumer health products. Before joining Zoetis, he was senior vice president and chief financial officer of Catalent for three years, overseeing accelerated financial growth and value creation at the company through transformational acquisitions and organic capital deployment.
Wednesday
4:30 – 5:20 pm ET
Becoming a Charismatic Connector
CFO, Toast
Elena Gomez oversees global finance, investor relations, and corporate development. Under her leadership, Toast launched its initial public offering in 2021. Prior to Toast, Elena was the CFO of Zendesk, growing market cap over $15B. Over her 30-year career, Elena has also held finance leadership roles at Fortune 500 companies, including Salesforce, Visa, and Charles Schwab. Elena has a passion for helping organizations drive scale through cycles of massive growth. She was named to the list of Most Influential Women in Business in 2017 by the San Francisco Business Times. In addition to her operator role, Elena serves on the board of directors, as audit committee chair, for both Smartsheet and PagerDuty. Elena is an advocate for diversity, equity, and inclusion within the global business community, serving the Haas School of Business as a founding member of the Haas Center for Gender, Equity, and Leadership Advisory Council. Elena also serves on the board of the Boys and Girls Club of San Francisco. Elena graduated with a business degree from the University of California, Berkeley Haas School of Business.
Wednesday
9:10 – 10:00 am ET
Leadership Through Hyper-Growth & IPOs
CFO, Inspire Brands
Kate Jaspon serves as CFO of Inspire Brands, a multi-brand restaurant company whose portfolio includes more than 32,000 Arby’s, Baskin-Robbins, Buffalo Wild Wings, Dunkin’, Jimmy John’s, and SONIC restaurants worldwide.
Jaspon oversees all accounting and reporting, tax, financial planning and analysis, treasury, and internal audit functions for Inspire and its brands. She is also responsible for managing Inspire’s relationship with lending institutions, investors, and the financial community.
Prior to joining Inspire in December 2020, Jaspon served as the Chief Financial Officer of Dunkin’ Brands, the former parent company to Dunkin’ and Baskin-Robbins, where she led all finance related functions, as well as investor relations since 2017. In this role, she oversaw global financial planning and analysis, accounting, financial reporting, tax, treasury, enterprise risk management, payments, insurance, and demand planning functions.
Thursday
10:00 – 10:50 am ET
Igniting Excellence: The Inspiring Path of a CFO Trailblazer
General Electric
Carolina Dybeck Happe is a global CFO with a legacy of value creation and digital transformation. She has consistently led industry leading transformation that has resulted in significant shareholder gains.
Most recently, she led the overall transformation of General Electric alongside CEO Larry Culp. As GE’s CFO, her efforts were critical to deleveraging GE’s balance sheet, driving improvement in operating and financial results, and rebuilding market credibility. Carolina has played a key role in architecting and executing GE’s transformation into three industry-leading, global, investment-grade, public companies in the healthcare, energy, and aerospace sectors. GE’s market cap doubled during her tenure as CFO.
Thursday
9:10 – 10:00 am ET
Architect Behind GE’s Historic Transformation
Partner, IBM Consulting, Global Finance Transformation Lead
Monica is a Partner and leads the Global Finance Transformation practice within IBM Consulting. She has over 20 years of experience split between consulting and financial services industry roles.
Monica has built a reputation for driving hypergrowth through optimizing finance operating models through human + machine centric transformations integrated with ERP modernization, intelligent operations, shared services, technology and data strategy.
Monica is a people champion and has been instrumental in codifying the culture of her practice and in driving Diversity, Equity and Inclusion awareness and engagement.
Wednesday
10:00 – 10:50 am ET
How Gen AI will Transform the CFO Role in 2024 and Beyond
Founder of Bain & Company’s Loyalty practice, Author, Net Promoter 3.0
Fred Reichheld is a Bain Fellow and founder of our Loyalty practice, which helps companies achieve results through customer and employee loyalty. He is the creator of the Net Promoter® system of management.
In his most recent book, Fred reveals how NPS practitioners including Apple Retail, Philips, Schwab, Allianz, American Express, and Intuit, have used the Net Promoter System (NPS) to generate extraordinary results. He explains how NPS helps companies become truly customer-centric, unleashing profitable growth through systematically converting more customers into promoters and fewer into detractors.
Thursday
12:15 – 2:00 pm ET
The Loyalty Effect: The Hidden Force Behind Growth
CFO, Teikametrics
Brian is a seasoned SaaS Finance operator with 15+ years’ experience scaling Finance organizations across public, PE-backed, and VC-backed tech companies, including NetSuite, Cisco, and TPG Capital. Brian leverages deep SaaS expertise to optimize for responsible growth across the business, while scaling the back office infrastructure to accommodate growth.
Brian is active in the CFO and Board community, serving on the Board of the CFO Leadership Council Boston Chapter since 2009, and sits on the Board of Directors for Qudos Technologies. He graduated with a BA in Economics from the College of the Holy Cross and MBA from the Carroll School of Management at Boston College. Brian lives in Milton, MA with his wife Meghan, and two boys Brett and Brendan.
Thursday
12:20 am – 1:10 pm ET
Editor-In-Chief, Chief Executive & Corporate Board Member
Dan oversees content development across all CEG platforms. Prior to joining CEG in 2017, he was managing editor of Forbes and the first Business Editor of NYTimes.com, where he co-founded the popular NYT Dealbook franchise in 2001. He has a BFA from Emerson College, Boston.
Wednesday
10:00 – 11:00 am ET
Moderator
4:20 – 5:10 pm ET
Moderator
Fractional CFO,
Paro Network
Chris Culp has a rich background spanning over 45 years in finance, venture capital, entrepreneurship and more. He started his career on Wall Street working with giants like Bank of America and UBS in the capital markets, investment banking and risk management fields. Transitioning to venture capital, Chris co-founded and invested in innovative ventures, including a critical care medical device company and a disease management firm, demonstrating his knack for spotting and scaling high-potential opportunities. He has also served in board director roles for three private companies. Chris earned his BA in philosophy from the University of North Carolina at Chapel Hill and an MBA in finance from Tulane University.
Thursday
12:10 – 1:00 pm ET
Managing Vice President, Robert Half
Jim Dinneen is the managing vice president of Robert Half’s managed business solutions. In Jim’s role, he works with clients to identify and vet their enterprise initiatives and provide an innovative and scalable solution that leverages Robert Half’s specialized staffing capabilities and Protiviti’s project-based consulting services. Since starting his Robert Half career in Manchester, N.H., Jim has held numerous leadership positions, most recently serving as executive director of Robert Half’s salaried professional service (SPS), now known as full-time engagement professionals, since 2013. Under his leadership, Jim led the practice to significant growth and contributed to the launch and expansion of multiple practice groups. He graduated from Elmira College with a bachelor’s degree in Sports Marketing.
Thursday, Breakfast Roundtable
8:00 – 8:50 am ET
Senior Lecturer, MIT Sloan School of Management
Jonathan has been creating, financing, and running early stage companies in the life sciences for over 36 years in the USA, Europe, Asia and the Middle East.
During his career he has raised more than $1 billion for early stage investment funds which made more than 200 investments in life science companies resulting in more than 24 IPOs, more than 40 M&A transactions and numerous lifesaving products coming to patients.
Jonathan holds an MPA from Princeton University’s Woodrow Wilson School and a BA from the University of California, Berkeley.
Thursday
9:10 – 10:00 am ET
Moderator
CFO, Brex
Ben Gammell is the CFO at Brex. Ben has been at Brex since early 2018 and has held a number of roles at the company, including running Operations, Chief of Staff to Brex’s Co-CEOs and Interim Head of Marketing, Business Development and People. Prior to Brex Ben worked at SoFi and started his career in investment banking at Goldman Sachs.
TBD
VP of Engineering,
Product & AI, Paro
Eli Gill is the Vice President of Engineering, Product and AI at Paro, an AI-powered marketplace that delivers finance, accounting and AI solutions to businesses through a combination of expert fractional talent, data-driven tools, and guiding insights. Eli has worked in the AI and machine learning field for over 10 years and served for five years as a limited term lecturer in the subjects of machine learning, data science, and AI at Purdue University. He holds an MS in Computer, Information and Network Security from DePaul University and earned his MBA from Purdue University.
Thursday
12:10 – 1:00 pm ET
CEO, Hewlett Consulting Partners
Sylvia Ann Hewlett is an economist, the CEO of Hewlett Consulting Partners, and the founder and chair emeritus of COQUAL. She is the award-winning author of eighteen critically acclaimed books, Executive Presence 2.0 (Amazon Best Book of the Month), and The Sponsor Effect (Financial Times Business Book of the Month). Hewlett has taught at Columbia and Princeton universities and has appeared on 60 Minutes, Morning Joe, Today, and Saturday Night Live. A graduate of Cambridge University, she won a Kennedy Scholarship to Harvard University and earned her Ph.D. at London University. Hewlett grew up in a family of six daughters in a coal mining community in South Wales and now lives with her family in New York City.
Tuesday Pre-Event Workshop
2:00-4:00pm ET
SPHR, SHRM-SCP, CHVA
Stephanie Koch is a resident of the Tampa Bay area, currently working as the Director of Human Resources for Hendry Marine Industries. Stephanie has over 25 years of HR leadership experience at various companies. Over the past several years, she has taken an active role in understanding and transforming employee health benefit plans. At Hendry Marine, and in her previous role, she was instrumental in moving the employee health plans to a self-funded model. Stephanie is passionate about sharing her knowledge and experience with other HR professionals so that more people understand the benefits a self-funded health plan has for both the company and for employees.
Wednesday
11:30 am – 12:20 pm ET
3:20 – 4:10 pm ET
Harvard Business School, Associate Professor of Business Administration
Hong Luo is the James Dinan and Elizabeth Miller Associate Professor of Business Administration in the Strategy Unit. Her elective course – Good Strategies in Flawed Markets – provides a market-imperfection perspective on firm strategy. She also taught the Strategy course in the MBA required curriculum.
Wednesday
9:10 – 10:00 am ET
Moderator
National Director of Business Development, Imagine360
Rebeccah is the National Director of Business Development for Imagine360. With 25+ years in the insurance industry, Rebeccah has deep expertise in the self-funded and fully insured markets both nationally and internationally. As an insurance broker, she successfully guided companies on their employee benefit programs and designed innovative and customized solutions for clients. Rebeccah is passionate about leading brokers and employers to take better control of their health plans, the ability to provide a higher level of benefits, and transparency in healthcare costs. Rebeccah attended The University of Akron for Business. She currently resides in Solon, Ohio with her husband and two children.
Wednesday
11:30 am – 12:20 pm ET
3:20 – 4:10 pm ET
Solution Principal, Sovos
Tim Roden is Solutions Principal, SME (Subject Matter Expert) for Indirect Tax. He and his group specialize in solving complex business and systems challenges around Indirect Tax for Global and Enterprise businesses. Tim has been providing expertise in these areas for Sovos since 2014. Prior to his time at Sovos, Tim worked as a Senior Solutions Engineer for ACI Worldwide, supporting SaaS-based electronic payment solutions for Global and Regional Financial Institutions.
Wednesday
11:30 am – 12:20 pm ET
3:20 – 4:10 pm ET
Senior Vice President, Consultant Relationships
Chris Schutt leads Imagine360’s direct relationships team with a focus on employers, brokers, and consultant contacts plus influential industry organizations. He works with our key partners to deliver differentiated customer value while creating business growth for all parties.
Chris is a recognized expert in the Insurance, Retirement, Wealth, and HR consulting spaces. With 30+ years of experience and success, he has a proven track record of driving organic and acquisition growth, leading through change, and building talented teams.
Wednesday
11:30 am – 12:20 pm ET
3:20 – 4:10 pm ET
Managing Director, Protiviti
Andrea is a Managing Director in New York with expertise in strategic finance, financial planning and analysis, and reporting. She has more than 20 years of industry experience in various finance and accounting roles including divisional strategic finance, FP&A, financial reporting, internal audit and technical accounting. At Protiviti, Andrea has works with organizations across industries, guiding them through the public company readiness journey, as well as enhancing their business performance through financial planning, operational effectiveness and finance transformation.
Thursday, Breakfast Roundtable
8:00 – 8:50 am ET