12th Annual CFO Leadership Conference
MEGATRENDS FOR THE NEW WORLD CFO
In collaboration with:
& Bestselling Author
In his work with companies including Toyota, Bank of America, Key Bank, ICICI Bank, Aditya Birla Group, Novartis, Max Group, Yildiz Holdings, UST Global, Fast Retailing (Uniqlo), Humana and Matrix, he is known for cutting through the complexity of running a business in today’s fast changing environment to uncover the core business problem.
His real-world solutions, shared with millions through his books and articles in top business publications, have been praised for being practical, relevant and highly actionable — the kind of advice you can use Monday morning. Jack Welch, former Chairman of GE said, “He has the rare ability to distill meaningful from meaningless and transfer it to others in a quiet, effective way.”
Professor Charan has coached more than a dozen leaders who went on to become CEOs. He reaches many more up and coming business leaders through in-house executive education programs. His energetic, interactive teaching style has won him several awards, including the Bell Ringer award at GE’s famous Crotonville Institute and best teacher award at Northwestern.
He was among Business Week‘s top ten resources for in-house executive development programs. Ram has authored or coauthored more than 30 books that have sold over 4 million copies in more than a dozen languages. Four of his books were Wall Street Journal bestsellers, including Execution (coauthored with former Honeywell CEO Larry Bossidy), which spent more than 150 weeks on the New York Times bestseller list. He also has written for publications including over 12 articles for Harvard Business Review, 12 articles for Fortune and numerous articles for BusinessWeek, Time, Chief Executive and USA TODAY.
Ram was elected a Distinguished Fellow of the National Academy of Human Resources and was named one of the most influential people in corporate governance and the board room by Directorship magazine. He has served on the Blue Ribbon Commission on Corporate Governance and serves or has served on a dozen boards in the US, Brazil, China, India, Canada, and Dubai.
CEO, Kraft Analytics Group
Jessica Gelman is an experienced CEO, industry leader, and entrepreneur with a data-driven, customer-centric approach to innovation. She is the CEO of Kraft Analytics Group (KAGR), a technology and services company that helps sports & entertainment organizations get analytics right – increasing value and impact along the way. KAGR’s data management platform, analytics and strategic services is driving industry redefinition through data and technology. KAGR’s clients are across all major US professional leagues, colleges, industry movers and in 2021, partnered with J.P. Morgan Private Bank.
Prior to KAGR’s creation in 2016, Jessica joined the Kraft Family in 2002 working for the sports properties (New England Patriot, Gillette Stadium and New England Revolution) where she led business operations, marketing, & strategy for Kraft Sports & Entertainment.
Jessica co-founded and continues to co-chair the highly regarded MIT Sloan Sports Analytics Conference, the first and largest analytically focused sports conference. Previous speakers have included President Barack Obama, Adam Silver, Steve Ballmer, Nate Silver, and many other sports and analytics luminaries.
Jessica has received recognition for her leadership and innovation, including the 2014 Sports Business Journal “Forty under 40” which honors the most promising young executives in sports business under the age of 40 and in 2012 Sports Business Journal’s “Game Changers,” which honors women who are leading and innovating in sports business.
Jessica earned an MBA from Harvard Business School and a BA, cum laude from Harvard College. While at Harvard, she was selected as Harvard Female Athlete of the Year and in 2018 was honored as an Ivy League Legend of Basketball. She is an elected board member of the Harvard Varsity Club. Additionally, she is a board member for Peace Players International and Shooting Touch.
Gelman and her wife have two sons and reside in the greater Boston area.
As Chief Financial Officer, David Meline oversees financial, business development and business services functions at Moderna.
Mr. Meline previously served as Chief Financial Officer and EVP at Amgen from 2014 through 2019. At Amgen, he was responsible for all finance, information systems and global business services activities across 100 countries. In this role, Mr. Meline led enterprise-wide transformation while increasing growth and productivity and reducing development cycle time. Prior to Amgen, Mr. Meline spent six years at 3M Company, where he most recently served as CFO and Senior Vice President and was responsible for all 3M financial activities across 70 countries of operation. Previously, Mr. Meline held numerous leadership positions at General Motors, including Vice President and CFO for GM North America. During his tenure at GM, Mr. Meline lived and worked on five continents.
Mr. Meline received his Master of Business Administration in finance from the University of Chicago, his Master of Science in economics from the London School of Economics and his Bachelor of Science in mechanical engineering from Iowa State University.
Managing Partner and CFO, SoftBank Investment Advisers
Navneet currently serves as a Managing Partner and Chief Financial Officer of SoftBank Investment Advisers (SBIA).Prior to joining SoftBank, Navneet served in senior corporate officer roles for publicly traded multinational corporations. At CA Technologies, Navneet was Senior Vice President of Finance and Strategic Pricing, where he led treasury, corporate business development, pricing and business unit finance functions. Previously, he was Vice President of Corporate Development and Project Finance as well as Treasurer at SunPower Corporation. Navneet also served in several capacities during his eight-year tenure at Sun Microsystems, most recently as Controller for its Microelectronics Group. He also held finance positions at Hewlett-Packard, Pfizer and Fortistar Capital. Navneet currently serves as a member of the Audit Committee for the board of directors of ARM Holdings, and as board director of SBIA US, SVF Investment Corp. (SVFA), SVF Investment Corp. 2 (SVFB), and SVF Investment Corp. 3 (SVFC). Navneet earned MBA and MEng degrees from Cornell University.
As CFO at Riskified, Aglika is responsible for the financial strategy and management of Riskified’s finances and leads financial planning and analysis, accounting, treasury, investor relations, legal and workplace administration. Prior to joining Riskified in 2014, she served as associate director at the Central Office of Budget and Financial Planning, office of the CFO at NYU. Aglika volunteers as the Treasurer for the Tutoring Initiative, a non profit organization providing quality, long term, one-on-one math tutoring to students from low-income families. Aglika holds a BA in Economics from Columbia University, and an MBA from NYU Stern School of Business.
Lauren brings 18+ years of finance experience for both startups and multinational corporations. Prior to joining NerdWallet, she was the CFO of North America at eBay, and CFO at StubHub International in Spain. Lauren has a B.S. degree from Stanford University and an M.B.A. from Duke University. “I am constantly amazed at the discipline we have instilled across the NerdWallet organization. We are thoughtful about our investments yet comfortable taking informed risks to push the boundaries and deliver the best for our customers.”
Marcela Martin is Squarespace’s Chief Financial Officer, leading the company’s financial and corporate development functions. Marcela has more than 25 years of financial and operations experience at global tech and media companies, most recently as SVP and CFO of Booking.com. Previously, she spent three years at National Geographic Partners as Executive Vice President, CFO & Chief Administrative Officer and 18 years in numerous leadership positions, including EVP and CFO, at Fox International Channels. Originally from Argentina, Marcela graduated from the University of Morón with expertise in accounting and received a MBA from the University of Liverpool.
Senior Lecturer in Technological Innovation, Entrepreneurship, and Strategic Management, MIT Sloan School of Management
Scott’s work focuses on uncertainty and strategic development in early-stage ventures. Most recently, her work was featured in the Harvard Business Review, Management Science, and Strategy Science. At MIT Sloan, she teaches Entrepreneurial Founding & Teams, Entrepreneurial Strategy, as well as assorted MBA entrepreneurship, innovation, and strategy electives. In addition, Scott mentors MIT startups and consults for ventures within the broader ecosystem.
Scott holds a BE and an MBA-MS in biomedical engineering from Vanderbilt University and Washington University in St. Louis, respectively. A recipient of the Kauffman Dissertation Fellowship, she earned her PhD in strategy from Washington University in St. Louis. Scott then completed a postdoctoral fellowship in the National Bureau of Economic Research’s Innovation Policy and the Economy Group. She began her academic career at the National University of Singapore.
Senior Lecturer in the Finance Group at the MIT Sloan School of Management
Mende co-founded, co-owned, and served as director of research from 2002 to 2010 for Fort Hill Capital Management, LLC, a hedge fund specializing in equity derivatives and dedicated to quantitative research, trading, and risk management. Fort Hill actively participated in the launch and success of Bay Hill Fund LP and Bay Hill Capital Management LLC in 2007 as a multi-strategy volatility hedge fund. In 2004, Fort Hill launched Absolute Strategies Fund and Absolute Investment Advisers LLC as an innovative absolute-return fund-of-funds structured as a Securities and Exchange Commission registered mutual fund, with daily liquidity for investors and full position-level transparency from managers.
Mende previously held positions as director of the Money Management & Trading Group at Cambridge Technology Partners, Inc., and as an analyst in the Quantitative Strategies Group at MDT Advisers, Inc. He also held positions as an assistant professor of physics at Brown University and as a research associate at the Center for Theoretical Physics and the Department of Mathematics at MIT.
Mende holds an AB in physics from Harvard University and a PhD in physics from Princeton University.
Associate Professor of Technological Innovation, Entrepreneurship and Strategy at the MIT Sloan School of Management
Rose Zhong Punkunus
Founder and CEO, Sudozi
Rose Zhong Punkunus is the founder and CEO of Sudozi, helping finance teams drive business with real-time financials and streamlined spend approvals. Rose is a former CFO, leading finance and analytics at Uber (CFO – US & Canada, Head of Global Pricing), ScaleFactor (CFO), Fundbox (VP Finance), and Apple (TV & Movies data science and analytics lead). Rose has helped companies raise over a billion dollars in debt and equity, and has managed a multibillion dollar P&L.
Rose has an MBA from UCLA Anderson and a B.Sc. in Economics from MIT (where she captained the varsity volleyball team). She currently lives in Austin, TX with her husband and two young sons.
Editor & Chief Content Officer, Chief Executive Group
Dan Bigman is Editor and Chief Content Officer of Chief Executive Group, publishers of Chief Executive and Corporate Board Member magazines, as well as ChiefExecutive.net, Boardmember.com, StrategicCFO360, StrategicCIO360 and StrategicCHRO360. CEG is the parent company of the CFO Leadership Council. Prior to joining CEG, Bigman was Managing Editor at Forbes for more than a decade. Earlier he served as the founding business editor of NYTimes.com, where he co-founded the popular DealBook franchise in 2001 and later led all hard-news coverage for The Times online.
CEO, Chief Executive Group
Marshall is CEO of Chief Executive Group. He has been successfully turning around and building companies for almost 20 years. Marshall previously worked for KKR’s media roll-up (Primedia) and The New York Times Co. and served as a White House aide from 1989-1991. Marshall earned a BA from the University of Michigan and an MBA from the Tuck School at Dartmouth College.
VP Strategic Marketing,
Before joining Sage Intacct, Rauli was Chief Revenue Officer, for AcctTwo Shared Services, a company that delivers the future of Finance and Accounting for small and medium businesses. At AcctTwo, Rauli led Marketing, Sales and Customer Success. Prior to AcctTwo, Rauli served as Chief Financial Officer and Chief Administrative Officer at major nonprofit (The Houston, Zoo, The Curtis Institute of Music, The Houston Symphony, and The Houston Grand Opera) and for-profit (Charles Schwab, and Investment Advisor Paul Comstock Partners) organizations, where he oversaw and managed budgets ranging from $20M to $65M.
Rauli is based in Houston, Texas. He has an awesome family that has grown up too quickly. He holds an MBA from Rice University.
EVP Business Engagement & Growth, AICPA
Tom recently stepped onto the global stage of the largest association of certified professional accountants in the world, representing over 690,000 CPAs, CGMAs, and students. He was named the second most influential person in accounting by Accounting Today Magazine for the tenth year.
His focus is elevating and accelerating the role of CPAs and CGMAs in corporate and management accounting.
In 2012 LinkedIn recruited Tom as one of their Top 100 Influencers and he now has a following of over 730,000. He is a member of Forbes Finance Council and was inducted into the Accounting Hall of Fame. He is the former CEO of the Maryland Association of CPAs and former CFO of a highway construction company. He has a Master’s in Finance from Johns Hopkins University and a Bachelor’s degree in Accounting from Loyola University of Maryland.
He lives in Baltimore with his wife Sharon.
Vice President of U.S. Tax Policy and of Government Relations, Avalara
Scott Peterson is Vice President of U.S. Tax Policy and of Government Relations for Avalara, Inc. Scott is a frequent speaker and is a nationally recognized expert on sales tax policy, sales tax administration, and sales tax automation. Accounting Today named Scott to the Top 100 Most Influential People in Accounting in 2018, 2019 and 2020.
Prior to joining Avalara Scott was the first Executive Director of the Streamlined Sales Tax Governing Board and Director of the South Dakota Sales Tax Division. A U.S. Army veteran Scott holds a master’s degree from the University of South Dakota.
Andrea is a Managing Director in the Boston office and leads the East Region Managed Business Solutions (MBS) practice. She is a member of the Business Performance Improvement practice. She specializes in Finance Operations including: Process Design, Re-Engineering, and Shared Services. Her background includes over 20 years of a combination of: Big Four external audit industry finance and operations, and management consulting experience.
President and CEO,
As Sage’s Global CTO, Aaron is responsible for Sage’s technology and product vision. Aaron is hands-on leading investments in AI/ML, blockchain, and other emerging technologies to transform the way people think and work.
Aaron holds a Master’s degree in information systems and a Bachelor of Science in accounting from Brigham Young University.
VP of Finance,
VP, Field Engagement and Marketing, Oracle NetSuite
Ranga Bodla has over 20 years of combined product management and marketing experience in the software technology industry. As the VP of Field and Industry GTM for Oracle NetSuite, Ranga Bodla is chartered with driving the overall strategy and go-to-market for success across all of NetSuite’s industries including Wholesale Distribution, Manufacturing, Retail Software, Services, Non-Profit, Advertising, Media and Publishing.
CFO for Finance
Reinsurance Americas, Swiss Re
Prior to joining Swiss Re, John held several senior finance roles at General Reinsurance Corporation, a subsidiary of Berkshire Hathaway Inc., where he was employed since 1998. His most recent role was CFO North America/Corporate Controller. In this role he managed several global transformational projects including SAP modernization and legal entity simplification. Prior to Gen Re, John worked for Lehman Brothers, First City Industries and Deloitte Haskins & Sells in various Finance functions.
John grew up in Western New York. He is a CPA and holds a BBA in Accounting from St. Bonaventure University.
CPA, MBA, Founder,
Invenio Advisors LLC
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. Don is also an instructor for the Business Learning Institute and a regular speaker for companies and at conferences.
Managing Vice President, Managed Business Solutions, 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 lines of business. He graduated from Elmira College with a bachelor’s degree in Sports Marketing.
VP Financial Operations,
Dave Bataille is Vice President of Financial Operations for Avalara, Inc. and oversees commercial operations inclusive of quote to cash, procure to pay, and financial systems. Prior to joining Avalara, Dave had an extensive career at ADP where he led several enterprise-wide transformations that scaled operations, dramatically increased automation & productivity, improved customer experience, and accelerated growth.
Wiser Solutions, Inc.
Strategic business partner with proven track record instituting strong controls, operational excellence and financial analyses that deliver profitable, tangible results. Problem solver proficient in financial modeling and scenario-driven decision making. Best practices adherent focused on risk mitigation and compliance. Inspirational leader skilled at fostering dynamic, cross-functional teams, reinforced through early experience in project management, technical sales and product development. Proven success in P&L leadership roles in Europe and the U.S for firms from start-up to $100M in revenue. Motivating and engaging “quick study”, directs organizations through investment due diligence, M&A transactions, integrations, systems implementations and innovative business ventures.
Glenn is an author and energetic strategist who blends financial leadership with expertise in data science and technology. Over the past two decades, he has used his knowledge to help startups transition to going concerns, operate at scale, and prepare for funding and/or acquisition. As a catalyst for business transformation, Glenn is also passionate about transforming the role of Chief Financial Officer from historical reporter to an agile, future-focused strategist and cross-functional leader.
While serving as a finance leader in a variety of industries – including telecommunications, retail, internet, and legal technology – Glenn has built and trained collaborative, high-performing teams and created cultures of trust and empowerment within each company.
Glenn is the author of, “Deep Finance: Corporate Finance in the Information Age” (Leaders Press, 2021).
Outside of the office, Glenn is a member of American Mensa and a volunteer mentor at The Analytics Foundation – a platform helping nonprofits utilize business analytics to digitally transform their organizations. He is also an avid runner and cyclist.
Focus Technologies, Inc.
Chris joined Focus, a leading information technology company with expertise in next-generation infrastructure, managed services, cloud solutions and cyber security, in 2017. Chris lends his 20+ years of experience in planning, forecasting and reporting financial data. During his tenure he has been a key contributor to the company’s modernization, transformation and record company growth. Boston Business Journal recently awarded Focus a Best Place To Work. Recognized as an industry thought leader, Chris serves as co-chair of the CFO Leadership Council Boston Chapter and is a sought-after keynote speaker at industry events across the country.
Head of CFOs,
A CFO with Operations, Business Development and Systems background and diverse experience. Focused on enabling growing businesses to develop their full potential and capitalize on inherent resources. MBA with creative expertise and quantifiable achievements.
Specialties: Operations, Finance, Accounting, Systems and Process Design, HR, Evolutionary Management and Fundraising.
T.I.N.A. – “There Is No Alternative” for getting things done right, on time, the first time.
Manager, Technology Consulting,
RSM US, LLP
Brian has more than 12 years of experience in business process improvement in ERP consulting, project management and audit services. He has led customization and configurations engagements for cloud based NetSuite ERP and CRM system for multiple clients in not-for-profit, life sciences and technology industries. Brian works closely with IT, finance and accounting, outside consultants for SOX compliance, external auditors and all levels throughout the corporation to ensure a comprehensive implementation with proper controls. Brian has successfully implemented new financial systems and improve ways of capturing, controlling and using information to enable the end users and business owners to make better business decisions.
He has his Six Sigma Green Belt certification and received his Bachelor of Science in Accounting & Finance from the Gordon College.
Madrona Venture Group
Hope is an experienced 3x CFO of both private and public companies. Currently she is a Managing Director at Madrona Venture. In addtion, Hope is an independent director on the Board of Directors and Audit Commitees of Hasbro, New Relic, MongoDB, and Ai2.
Scott spent over 20 years at SAP Concur and most recently served as the Chief Revenue Officer responsible for international growth and expansion. Additionally, he assisted with the successful transition into SAP post acquisition. Most recently Scott served as CEO at Payscale which became the leader in compensation management under Scott’s leadership. Payscale executed on the transformation of it’s go-to-market strategy and with two successful acquisitions had a significant impact on both top-line and bottom-line objectives. Scott is now leading the way as Executive Chairman of Tesorio.
CFO & VP of Operations,
Melissa Hurrington is a respected Finance and Business Professional with a seasoned career across multiple industries. She is a servant leader who sees beyond the numbers and instead sees the impact people make on a business. Aside from her husband and two children, nothing makes Melissa more proud than watching her team’s individual growth under her leadership.
Melissa has been with Premier Claims from almost the beginning and has contributed greatly to the exponential growth they have experienced in recent years. Prior to joining Premier Claims, She has taken on challenging roles in Public Accounting, a Publicly traded company in the technology industry, a nationwide non-profit company where she still serves on the Human Rights Board, and has also spent time in the Hospitality industry managing the finances of events all over the country.
Melissa believes in showing up as the best version of yourself every day. Learning and growing is a necessity in both her personal and professional life. Her belief in pushing yourself to be 1% Better has become an unofficial motto of the entire team at Premier Claims.