CFO Leadership Conference: East
Boston Marriott Copley Place | Boston, MA | June 6 – 8
Thank you to our 2023 Speakers
Keynote

Andy Fastow
Andy Fastow was the Chief Financial Officer of Enron Corporation from 1998 through 2001. In 2001, Enron filed for bankruptcy protection. As a result of the bankruptcy, $40 billion of shareholder wealth and retirement savings was destroyed, thousands of people lost their jobs, and many businesses and institutions in Houston and elsewhere were adversely affected. In 2004, Mr. Fastow pled guilty to two counts of securities fraud, and was sentenced to six years in federal prison.
Andy is the only Enron executive that has taken full responsibility for his actions, and he has repeatedly and publicly expressed remorse. In addition to serving his prison sentence, Mr. Fastow forfeited far more money than he ever earned at Enron. He is credited with being the individual most responsible for helping to recover $6 billion for Enron shareholders.
Andy Fastow has been invited to speak at schools such as Harvard, Stanford, Rice, University of Texas, University of Houston, Dartmouth, Tufts, and USC. He was the keynote speaker at the United Nations conference on responsible business practices, at the FBI’s Advanced White Collar Financial Crimes conference to train agents, the Association of Certified Fraud Examiners and the American Accounting Association annual conferences, and the Financial Times’ Outstanding Directors conference, and to many other groups and businesses around the world.
Mr. Fastow lives with his family in Houston, Texas. He currently serves as a Principal with KeenCorp, an artificial intelligence software firm, and he consults with Nonexecutive Directors, Management, Hedge Funds, and Auditors, in order to identify potentially critical finance, accounting, compensation, and cultural issues.

Aradhana Sarin, M.D.
Executive Director and Chief Financial Officer, AstraZeneca
Member of the Board and CFO since August 2021
Dr. Aradhana Sarin is CFO, Executive Director, and board member for Astra Zeneca PLC, where she drives the organization’s strategic growth, business development, and financial initiatives. Prior to joining Astra Zeneca, she was CFO at Alexion until its acquisition by AstraZeneca in 2020. She brings operational experience in biopharma plus more than 20 years of professional experience at global financial institutions and has extensive knowledge of global healthcare systems, having closed more than 100 transactions across M&A, equity and debt financing. Before joining Alexion, Aradhana was Managing Director of Healthcare Corporate and Investment Banking at Citi Global Banking, focusing on clients in the life sciences and biopharmaceutical sectors. Previously, she served as Managing Director of Healthcare Investment Banking at UBS and worked at JP Morgan in the M&A Advisory and Healthcare groups. Aradhana trained as a medical doctor in India and spent two years practicing in both India and Africa. She completed her medical training at the University of Delhi and received her MBA from Stanford Business School. She is also on the board of governors of the American Red Cross.

Bill George
Bill George is the former chairman and chief executive officer of Medtronic. He joined Medtronic in 1989 as president and chief operating officer, was chief executive officer from 1991-2001, and board chair from 1996-2002. He is currently a senior fellow at Harvard Business School, where he has taught leadership since 2004.
Bill is the author of: Discover Your True North and The Discover Your True North Field book, Authentic Leadership, 7 Lessons for Leading in Crisis True North, Finding Your True North, True North Groups and his latest book, the Emerging Leader Edition of True North. He served on the boards of Goldman Sachs, ExxonMobil, Novartis, Target, and Mayo Clinic.
He received his BSIE with high honors from Georgia Tech, his MBA with high distinction from Harvard University, where he was a Baker Scholar, and honorary PhDs from Georgia Tech, Mayo Medical School, University of St. Thomas, Augsburg College and Bryant University.

Julie Swinehart
EVP & CFO, Fenway Sports Group
Julie Swinehart joined Fenway Sports Group (FSG) as Executive Vice President, Chief Financial Officer (CFO) in July 2022. In her current role, she oversees finance, accounting and financial reporting practices across FSG’s portfolio, and serves as an advisor on all strategic investment initiatives. FSG is a global sports, marketing, media, entertainment, and real estate company anchored by three iconic clubs: the Boston Red Sox, Liverpool Football Club (LFC) and the Pittsburgh Penguins. FSG’s portfolio includes two of the world’s most historic venues, Fenway Park and Anfield Stadium, NASCAR’s RFK Racing, NESN, sports marketing and consulting firm Fenway Sports Management (FSM), and Fenway Sports Group Real Estate (FSGRE), that oversees the assets, acquisitions and development of FSG properties.
Previously, Ms. Swinehart served as Executive Vice President, Chief Financial Officer and Treasurer of Retail Properties of America, Inc. (RPAI), a shopping center real estate investment trust (REIT) that was publicly-traded until it merged with Kite Realty Group in late 2022 in a $7.5 billion transaction. She held the role of CFO for nearly four years, and served as Chief Accounting Officer and held other roles within the accounting department for the balance of her 13+ years with RPAI. Before joining RPAI, Ms. Swinehart was a Manager of External Reporting at Equity Office Properties Trust for two years and she spent eight years in public accounting in the audit practices of Arthur Andersen LLP and Deloitte & Touche LLP.
Ms. Swinehart received a B.S. in Accountancy from the University of Illinois at Urbana-Champaign and is a certified public accountant.
Pre-Event Workshop Speakers

Daphne Jones
Author, Win When They Say You Won’t
Former SVP for Future of Work, GE
Board Member, AMN Healthcare, Barnes Group and Masonite International
Daphne E. Jones has 30+ years of experience in general management and executive level roles at IBM, Johnson & Johnson, Hospira, and General Electric but began her career as a secretary. At GE, she served as SVP for Future of Work, SVP & CIO for Product Engineering, Imaging, and Ultrasound, and as Senior Executive & CIO for Global Services, all of which composed a $13 billion segment of GE Healthcare. Jones serves on the board of directors for AMN Healthcare, Inc., Barnes Group Inc., and Masonite International Corp, and is the recipient of numerous domestic and international awards.

John Rex
Executive Coach
Former CFO, Microsoft North America
John Rex is an executive coach passionate about helping leaders accelerate their success. As the former CFO of Microsoft North America, John understands the intensity of leading complex businesses because he’s done it himself. As president of Rex Executive Leadership, he brings real-world strategies and perspective to leadership challenges. And as a husband and father, he knows what it means to juggle a high-intensity career with devotion to the people who matter most while finding joy in the journey.
John Rex holds an International MBA, is an ICF credentialed executive coach with multiple leadership assessment certifications, and serves on the Stagen Leadership Academy faculty. Learn more at rexleadership.com.
Session Speakers

Andrea Vardaro Thomas | Managing Director, Protiviti
Andrea is a Managing Director in New York with expertise in strategic finance, financial planning and analysis, and reporting. Andrea advises companies across industries to optimize their business performance through strategic planning, finance transformation and process efficiency.
She has more than 21 years of industry experience in various finance and accounting roles including divisional strategic finance, FP&A, financial reporting, internal audit and technical accounting. Andrea has worked with a variety of organizations to enhance their business through finance and operational effectiveness and organizational transformation.
Andrea Vardaro Thomas
Managing Director, Protiviti
Andrea Vardaro Thomas | Managing Director, Protiviti
Andrea is a Managing Director in New York with expertise in strategic finance, financial planning and analysis, and reporting. Andrea advises companies across industries to optimize their business performance through strategic planning, finance transformation and process efficiency.
She has more than 21 years of industry experience in various finance and accounting roles including divisional strategic finance, FP&A, financial reporting, internal audit and technical accounting. Andrea has worked with a variety of organizations to enhance their business through finance and operational effectiveness and organizational transformation.

Anna King | CFO, Mesh Payments
Anna King
CFO, Mesh Payments
Anna King | CFO, Mesh Payments

Asaf Hanegby | Director of Finance, Mesh Payments
Asaf is an experienced director of finance, with a background in financial and regulatory compliance across verticals in SaaS and professional services. He is a Certified NetSuite Financial User (Oracle) and Certified Excel Expert (Microsoft).
Asaf Hanegby
Director of Finance,
Mesh Payments
Asaf Hanegby | Director of Finance, Mesh Payments
Asaf is an experienced director of finance, with a background in financial and regulatory compliance across verticals in SaaS and professional services. He is a Certified NetSuite Financial User (Oracle) and Certified Excel Expert (Microsoft).

Ben Shields | Senior Lecturer, MIT Sloan School of Management
He teaches a number of courses in the graduate programs at MIT Sloan. He created and teaches Creative Industries: Media, Entertainment, and the Arts; Social Media Management; and Sports Strategy and Analytics. He also teaches Communication for Leaders and co-teaches the Sloan Fellows Seminar on Leadership. In 2020, he received MIT’s Teaching with Digital Technology award. In 2022, he received the Jamieson Prize for Excellence in Teaching, MIT Sloan’s most prestigious teaching award.
Ben also teaches in the MIT Sloan Executive Education program. He is the Faculty Director of the Global Executive Academy, a two-week program focused on leadership that convenes executives from around the world. In addition, he developed and teaches the open enrollment program Data-Driven Teams: The Art and Science of Winning. He also teaches in two other open enrollment programs: Communication and Persuasion in the Digital Age and Maximizing Your Personal Productivity.
He is the author or coauthor of three books, Social Media Management: Persuasion in Networked Culture (Oxford University Press, 2016), The Sports Strategist: Developing Leaders for a High Performance Industry (Oxford University Press, 2015), and The Elusive Fan: Reinventing Sports in a Crowded Marketplace (McGraw-Hill, 2006). He has also coauthored MIT Sloan case studies on Formula 1 and the National Women’s Soccer League.
Prior to MIT Ben served as the Director of Social Media and Marketing at ESPN.
He holds a BS and MA in communication studies and a PhD in media, technology, and society, all from Northwestern University.
Ben Shields
Senior Lecturer, MIT Sloan School of Management
Ben Shields | Senior Lecturer, MIT Sloan School of Management
He teaches a number of courses in the graduate programs at MIT Sloan. He created and teaches Creative Industries: Media, Entertainment, and the Arts; Social Media Management; and Sports Strategy and Analytics. He also teaches Communication for Leaders and co-teaches the Sloan Fellows Seminar on Leadership. In 2020, he received MIT’s Teaching with Digital Technology award. In 2022, he received the Jamieson Prize for Excellence in Teaching, MIT Sloan’s most prestigious teaching award.
Ben also teaches in the MIT Sloan Executive Education program. He is the Faculty Director of the Global Executive Academy, a two-week program focused on leadership that convenes executives from around the world. In addition, he developed and teaches the open enrollment program Data-Driven Teams: The Art and Science of Winning. He also teaches in two other open enrollment programs: Communication and Persuasion in the Digital Age and Maximizing Your Personal Productivity.
He is the author or coauthor of three books, Social Media Management: Persuasion in Networked Culture (Oxford University Press, 2016), The Sports Strategist: Developing Leaders for a High Performance Industry (Oxford University Press, 2015), and The Elusive Fan: Reinventing Sports in a Crowded Marketplace (McGraw-Hill, 2006). He has also coauthored MIT Sloan case studies on Formula 1 and the National Women’s Soccer League.
Prior to MIT Ben served as the Director of Social Media and Marketing at ESPN.
He holds a BS and MA in communication studies and a PhD in media, technology, and society, all from Northwestern University.

Bill Harju
CFO, USA Hauling & Recycling
Bill Harju | CFO, USA Hauling & Recycling
Bill is the Chief Financial Officer for USA Hauling & Recycling, one of the largest independently owned and operated waste and recycling management companies in New England. He oversees all aspects of the Finance & Accounting organization including its risk management practices. The Company has made industry-leading investments in safety and quality coupled with strategic management of its P&C and medical insurance programs.
Prior to joining USA, Bill served as CFO of the Engineered Wire & Cable sector of Marmon Holdings, Inc. in Chicago, IL, a Berkshire Hathaway company. Bill obtained his MS from the University of Connecticut and BS in accounting and economics from Westfield State University. He resides in East Longmeadow, MA with his wife Christel and their four children. Â

Dan Bigman | 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.
Dan Bigman
Editor-In-Chief, Chief Executive & Corporate Board Member
Dan Bigman | 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.

Erin L. Scott, PhD | Senior Lecturer, Technological Innovation, Entrepreneurship, and Strategic Management, MIT Sloan School of Management
Erin L. Scott, PhD draws upon her nearly two decades of academic and practical experience to partner with groundbreaking innovators to successfully navigate the entrepreneurial journey from initial idea to commercialization. Her research focuses on Strategy for Startups, has been published in leading journals such as Harvard Business Review and Management Science, and will be released in a forthcoming book published by Norton.
At the Massachusetts Institute of Technology, Dr. Scott mentors early-stage entrepreneurs and teaches the award-winning Entrepreneurial Strategy course (MBA and EMBA) and the popular Entrepreneurial Founding & Teams course (MBA).
Prior to MIT Sloan, Scott was an Assistant Professor at the National University of Singapore Business School. She completed a postdoctoral fellowship in the National Bureau of Economic Research’s Innovation Policy and the Economy Group. A recipient of the Kauffman Dissertation Fellowship, she earned her PhD in strategy from Washington University in St. Louis in 2013. Scott also holds an MBA-MS and BE in biomedical engineering from Washington University in St. Louis and Vanderbilt University, respectively. She previously evaluated and consulted for early-stage ventures in the medical device and biotechnology sectors.
Erin L. Scott, PhD
Senior Lecturer, Technological Innovation, Entrepreneurship, and Strategic Management, MIT Sloan School of Management
Erin L. Scott, PhD | Senior Lecturer, Technological Innovation, Entrepreneurship, and Strategic Management, MIT Sloan School of Management
Erin L. Scott, PhD draws upon her nearly two decades of academic and practical experience to partner with groundbreaking innovators to successfully navigate the entrepreneurial journey from initial idea to commercialization. Her research focuses on Strategy for Startups, has been published in leading journals such as Harvard Business Review and Management Science, and will be released in a forthcoming book published by Norton.
At the Massachusetts Institute of Technology, Dr. Scott mentors early-stage entrepreneurs and teaches the award-winning Entrepreneurial Strategy course (MBA and EMBA) and the popular Entrepreneurial Founding & Teams course (MBA).
Prior to MIT Sloan, Scott was an Assistant Professor at the National University of Singapore Business School. She completed a postdoctoral fellowship in the National Bureau of Economic Research’s Innovation Policy and the Economy Group. A recipient of the Kauffman Dissertation Fellowship, she earned her PhD in strategy from Washington University in St. Louis in 2013. Scott also holds an MBA-MS and BE in biomedical engineering from Washington University in St. Louis and Vanderbilt University, respectively. She previously evaluated and consulted for early-stage ventures in the medical device and biotechnology sectors.

Jason Quinn | CFO/COO, Vendr
Having scaled companies from product-market fit through IPO and raising $2.3 billion in capital markets along the way, Jason’s 19 years of deep experience have enabled him to successfully manage high-growth companies under the toughest conditions.
During his first five years in the field, he served as the European Finance Executive at Cimpress as an expat living in Spain, starting and scaling their international business to over $500M in revenue. Upon returning to the United States, Jason joined DraftKings, and over the next five years, head of finance and scaled the young company through challenging times and ultimately through their IPO. Following this success, he joined DataRobot as SVP of Finance, responsible for strategic and operational management of all aspects of finance, business development, strategic partnerships, and corporate development.
Now, Jason brings his wealth of experience to a rapidly-scaling Vendr as they fix how companies buy and sell software.
Jason graduated from Bentley University and resides in Dover, MA with his family.
Jason Quinn
CFO/COO, Vendr
Jason Quinn | CFO/COO, Vendr
Having scaled companies from product-market fit through IPO and raising $2.3 billion in capital markets along the way, Jason’s 19 years of deep experience have enabled him to successfully manage high-growth companies under the toughest conditions.
During his first five years in the field, he served as the European Finance Executive at Cimpress as an expat living in Spain, starting and scaling their international business to over $500M in revenue. Upon returning to the United States, Jason joined DraftKings, and over the next five years, head of finance and scaled the young company through challenging times and ultimately through their IPO. Following this success, he joined DataRobot as SVP of Finance, responsible for strategic and operational management of all aspects of finance, business development, strategic partnerships, and corporate development.
Now, Jason brings his wealth of experience to a rapidly-scaling Vendr as they fix how companies buy and sell software.
Jason graduated from Bentley University and resides in Dover, MA with his family.

Jason Hamelin | Director of Financial Planning and Analysis, Werfen
Jason is a Senior Finance Executive with a 25+ year career focused on Financial Planning & Analysis, Process Improvement and Mergers & Acquisitions. Currently serving as the Director of Financial Planning and Analysis for Werfen, Jason enables companies to grow by helping people to understand the financial health of the business and where to continuously improve. Jason is also a mentor to young financial professionals at early stages in their career helping them to build their skill sets and give advice and guidance on career development.
Jason Hamelin
Director of Financial Planning and Analysis, Werfen
Jason Hamelin | Director of Financial Planning and Analysis, Werfen
Jason is a Senior Finance Executive with a 25+ year career focused on Financial Planning & Analysis, Process Improvement and Mergers & Acquisitions. Currently serving as the Director of Financial Planning and Analysis for Werfen, Jason enables companies to grow by helping people to understand the financial health of the business and where to continuously improve. Jason is also a mentor to young financial professionals at early stages in their career helping them to build their skill sets and give advice and guidance on career development.


Jim Dinneen | Managing Vice President Managed Business Services, Robert Half
Jim Dinneen is a 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. 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.
Jim Dinneen
Managing Vice President Managed Business Services, Robert Half
Jim Dinneen | Managing Vice President Managed Business Services, Robert Half
Jim Dinneen is a 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. 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.

John Cappadona
CFO, School of Rock
John Cappadona | CFO, School of Rock
School of Rock CFO John Cappadona is one of a burgeoning group of finance chiefs who traversed the financial planning and analysis route to the CFO seat. For Cappadona, interpreting key performance indicators and optimizing growth while maximizing cash flow and profitability is second nature.
His career is dedicated to building, leading, and advising companies through high growth markets, complex operational finance activities, and mergers and acquisitions. Â John operate as a strategic and decisive thought leader consistently inspiring trust in both internal and external teams as well as client/vendor relationships.
I execute growth initiatives and robust business processes to expand operations with specific expertise in cutting costs, maximizing cash flow and profitability, and realizing shareholder value. My value is in guiding businesses to optimize growth and performance, launching new business platforms, and managing change across complex matrix organizations. I quickly formulate and implement strategies at all levels to deliver across-the-board results.

Kevin Galloway | Sales Enablement and Communications Advisor, Oracle/NetSuite
As an Actor, Writer, Director, Educator, and Professional Presenter, Kevin uses his creative background to inspire and empower others to create and deliver unique, engaging, and compelling presentations. He is passionate about Storytelling and the power of communicating to audiences throughout his career.Â
Kevin joined Oracle in April of 2015 after having worked with Oracle as a supplier for 10 years. Prior to joining Oracle, Kevin founded imPROvise which offered workshops teaching Presentation and Communication Skills by using acting and improv techniques. Kevin is currently the program owner for communication skills for Oracle + NetSuite. He lives in Atlanta, GA and is a self-proclaimed movie and music geek and is a true fan of the Atlanta Falcons and Braves as well as the FSU Seminoles.
Kevin Galloway
Sales Enablement and Communications Advisor, Oracle/NetSuite
Kevin Galloway | Sales Enablement and Communications Advisor, Oracle/NetSuite
As an Actor, Writer, Director, Educator, and Professional Presenter, Kevin uses his creative background to inspire and empower others to create and deliver unique, engaging, and compelling presentations. He is passionate about Storytelling and the power of communicating to audiences throughout his career.Â
Kevin joined Oracle in April of 2015 after having worked with Oracle as a supplier for 10 years. Prior to joining Oracle, Kevin founded imPROvise which offered workshops teaching Presentation and Communication Skills by using acting and improv techniques. Kevin is currently the program owner for communication skills for Oracle + NetSuite. He lives in Atlanta, GA and is a self-proclaimed movie and music geek and is a true fan of the Atlanta Falcons and Braves as well as the FSU Seminoles.

Liz Alderman
Director, Product Marketing at Coupa
Liz Alderman | Director, Product Marketing at Coupa

Loretta Keane | CFO, Arcadia.io
Loretta Keane leads all financial operations at Arcadia, shepherding the company through rapid growth. Loretta is an accomplished senior financial executive with over 20 years of CFO leadership experience at high growth software and technology-enabled service companies. A transformational CFO, she has partnered with CEOs and executive management teams to set strategy, scale businesses, and achieve top-line growth, while expanding profitability and creating enterprise value for stakeholders.
Prior to joining Arcadia, Loretta was the CFO for Clarity Software Solutions, Healthrageous, and Decision Resources Group (DRG.) She earned her CPA at PWC, serving in both the Boston and London offices.
Loretta is active in Financial Executives International, CFO Leadership, and has lectured at Bentley University.Loretta is also a member of the Board of Directors of Eversource Energy, a Fortune 500 energy company headquartered in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers.Â
Loretta Keane
CFO, Arcadia.io
Loretta Keane | CFO, Arcadia.io
Loretta Keane leads all financial operations at Arcadia, shepherding the company through rapid growth. Loretta is an accomplished senior financial executive with over 20 years of CFO leadership experience at high growth software and technology-enabled service companies. A transformational CFO, she has partnered with CEOs and executive management teams to set strategy, scale businesses, and achieve top-line growth, while expanding profitability and creating enterprise value for stakeholders.
Prior to joining Arcadia, Loretta was the CFO for Clarity Software Solutions, Healthrageous, and Decision Resources Group (DRG.) She earned her CPA at PWC, serving in both the Boston and London offices.
Loretta is active in Financial Executives International, CFO Leadership, and has lectured at Bentley University.Loretta is also a member of the Board of Directors of Eversource Energy, a Fortune 500 energy company headquartered in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers.Â

Michael Bayer | CFO, Wasabi
Michael joined the Wasabi team after spending 25+ years in various finance, operations, technology and business development roles primarily for venture-backed technology and clean tech companies. His most recent role was at iZotope Inc. where he served as the CFO. Prior to that he managed the IPO for MotherNature.com and acquisitions for LightChip and Revivio. Michael co-founded RPM Communications, where he led the launch of a 100,000 user mobile social network. A chartered financial analyst, Michael is on the Steering Committee of The CFO Leadership Council and a frequent speaker and organizer of panels for CFOs. He was honored as a 2018 BBJ CFO of the Year.
As an adjunct lecturer at Babson College, Michael teaches corporate finance to both graduate and undergraduate students. Michael holds an MBA from Cornell University and a BS from Babson College (finance and investments), and he previously studied computer science and economics at Brandeis University.
Michael Bayer
CFO, Wasabi Technologies
Michael Bayer | CFO, Wasabi Technologies
Michael joined the Wasabi team after spending 25+ years in various finance, operations, technology and business development roles primarily for venture-backed technology and clean tech companies. His most recent role was at iZotope Inc. where he served as the CFO. Prior to that he managed the IPO for MotherNature.com and acquisitions for LightChip and Revivio. Michael co-founded RPM Communications, where he led the launch of a 100,000 user mobile social network. A chartered financial analyst, Michael is on the Steering Committee of The CFO Leadership Council and a frequent speaker and organizer of panels for CFOs. He was honored as a 2018 BBJ CFO of the Year.
As an adjunct lecturer at Babson College, Michael teaches corporate finance to both graduate and undergraduate students. Michael holds an MBA from Cornell University and a BS from Babson College (finance and investments), and he previously studied computer science and economics at Brandeis University.

Michael B. Tannenbaum
COO/CFO, Brex
Michael B. Tannenbaum | COO/CFO, Brex
Michael B. Tannenbaum is the Chief Operating Officer and Chief Financial Officer at Brex, where he aims to build a culture of financial discipline while empowering global customers to reach their full financial potential. Previously, Michael served as the VP of Mortgage and Chief Revenue Officer at SoFi where he initially joined the company as VP of finance in 2014. With a passion for finance, Michael previously worked as a private equity associate at Hellman & Friedman as well as an investment banking analyst at JP Morgan Chase. Michael received his degree in economics at Columbia University.


Milosh Nedic
SVP, Finance & Strategy, Avalara
Milosh Nedic | SVP, Finance & Strategy, Avalara
Milosh Nedic currently serves as the Senior Vice President of Finance & Strategy at the sales tax compliance & automation software company Avalara where he leads the Financial Planning & Analysis and Global Analytics & Insights functions. During his tenure at Avalara, Milosh has led the transformation & scaling of the FP&A function and alignment of the Insights & Analytics teams to key metrics & measures of long-term success and performance. Prior to joining Avalara, Milosh lead FP&A and sales finance teams at Alteryx, an Analytics Process Automation software provider, and Kofax, a business process automation software company, and was head of finance for a division of Panasonic Avionics. Milosh has a total of 15+ years of finance, accounting and analytics experience focusing in the high growth software industry.Â

Melissa Herman | CFO, Login VSI
Melissa is a strategic finance and operations executive, with broad experience at high growth technology and services companies.  Currently, she is CFO at Login VSI, a leading software provider of 360° proactive visibility for digital workspaces. In recent CFO roles at Carrot Fertility and Wellframe, she played a critical role in driving significant revenue and team growth. At Wellframe, she led the company through multiple fundraising rounds and an acquisition. In 2020, she was honored as one of the CFO of the Year Award winners by the Boston Business Journal.  Prior, Melissa held financial leadership roles at technology and healthcare companies including Iora Health, ObserveIT, Riverbed Technology, and Intel Corporation. She’s currently pursuing her Executive MBA at the MIT Sloan School of Management, with a focus on business analytics and healthcare.
Melissa Herman
CFO, Login VSI
Melissa Herman | CFO, Login VSI
Melissa is a strategic finance and operations executive, with broad experience at high growth technology and services companies.  Currently, she is CFO at Login VSI, a leading software provider of 360° proactive visibility for digital workspaces. In recent CFO roles at Carrot Fertility and Wellframe, she played a critical role in driving significant revenue and team growth. At Wellframe, she led the company through multiple fundraising rounds and an acquisition. In 2020, she was honored as one of the CFO of the Year Award winners by the Boston Business Journal.  Prior, Melissa held financial leadership roles at technology and healthcare companies including Iora Health, ObserveIT, Riverbed Technology, and Intel Corporation. She’s currently pursuing her Executive MBA at the MIT Sloan School of Management, with a focus on business analytics and healthcare.

Terry Coelho
Board Member, First Wave BioPharma, Inc.
& Hookipa Pharma
Terry Coelho | Board Member, First Wave BioPharma, Inc. and Hookipa Pharma
Senior executive with broad business, strategic & leadership experience in general management and across all areas of finance, both for both public and private companies, established businesses as well as start-up organizations, in the pharmaceutical, consumer goods, and chemicals industries. Proven track record of success in fast-paced, complex businesses, leading business transformation, financings, start-ups, business development, profitability improvement, strategic planning, capital & resource allocation, organizational development, controls & system implementations, sales operations, and business integration.

Tom Hunt, CTP
Director of Treasury and Payment Services, Association for Financial Professionals
Tom Hunt, CTP | Director of Treasury and Payment Services, Association for Financial Professionals
Tom Hunt, CTP, is the Director of Treasury Services and Payments at the Association for Financial Professionals. He leads treasury and payment content for AFP. Hunt has more than 15 years of direct treasury experience working across different industries, including various roles at Medtronic, Fairview Health Systems, and, most recently, at 3M Company. At 3M, he oversaw the global banking strategy, redesigned and implemented a new domestic cash management structure, and led acquisition activities for the treasury department. He holds an MBA in finance from the Opus College of Business at the University of St. Thomas in St. Paul, MN.

Rebeccah Randles
National Director of Business Development, Imagine360
Rebeccah Randles | 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.


Steve Kelly | Chairman and co-founder, Imagine360
Steve is the Chairman and co-founder of Imagine360. In 2003, Mr. Kelly pioneered the concept of reference-based pricing to address the challenges of employers who were burdened with skyrocketing healthcare costs. He has dedicated his career to solving those complex challenges and is a recognized expert in the insurance, employee benefits and risk management industries. He has been featured in multiple local and national media outlets, including NPR, The New York Times, Newsweek, Fox Business and Money magazine.
Steve Kelly
Chairman and Co-Founder, Imagine360
Steve Kelly | Chairman and co-founder, Imagine360
Steve is the Chairman and co-founder of Imagine360. In 2003, Mr. Kelly pioneered the concept of reference-based pricing to address the challenges of employers who were burdened with skyrocketing healthcare costs. He has dedicated his career to solving those complex challenges and is a recognized expert in the insurance, employee benefits and risk management industries. He has been featured in multiple local and national media outlets, including NPR, The New York Times, Newsweek, Fox Business and Money magazine.

Steve Isom
CFO, Bloomerang
Steve Isom | CFO, Bloomerang
Steve Isom is the Chief Financial Officer at Bloomerang, a high-growth SaaS company that helps nonprofit organizations reach, engage and retain donors. Responsible for advancing the company’s long-term financial management, strategic operations, and employee experience, Steve leads the finance, IT and business operations, and people teams. As a next-level strategic growth leader, he is focused on fostering deeper connections with employees and the broader nonprofit sector. Prior to Bloomerang, Steve was the VP of Finance at Flywheel, a WordPress hosting and management platform, where he was responsible for finance, accounting, and long-term strategic planning. He led the sale of Flywheel to WP Engine in June 2019. Post acquisition, he was promoted to VP of Finance at WP Engine. Steve served as the Sr. Director of Finance & Strategy at Cybereason, where he led the $120M Series D capital raise process. Before the start-up world, Steve was an investor at North Bridge Growth Equity and a technology investment banker at Jefferies.

Vin Messina
VP and Global Head of Transformation, BlackLine
Vin Messina | VP and Global Head of Transformation, BlackLine
Vin is a CPA in Massachusetts with a degree in Industrial Management and a Masters in Accounting. He spent close to 7 years in public accounting before turning to a career in business software sales. He has been helping people evaluate the value of business solutions for the past 23 years culminating in his current role at BlackLine.Â
He joined BlackLine in 2016 and has had roles in solution sales for both new customers and current customers. In January of 2021 he moved into a new role where he is tasked with helping BlackLine get better, as a whole, in helping you evaluate the value you could achieve from BlackLine at all levels of your organization.
Vin has a wife who is a dentist, and is from Brazil. He has a son who is 9 years old and is more than a handful of fun. When Vin isn’t working or hanging with his family he is normally seen riding his bike, playing his guitar and occasional coasting along on a skateboard, but no vert ramps.