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Global CFO, Ogilvy
Stacey is Ogilvy’s Global Chief Financial Officer and oversees all financial operations of the Ogilvy global network. She is also a member of the WPP Finance leadership team.
Before her current role at Ogilvy, Stacey most recently served as Global Chief Financial Officer and Chief Operating Officer of Geometry Global, where she was a driving force behind the agency’s transformation. Stacey played an important role in the deployment of a distinct and advanced technology platform, Living CommerceTM, to establish a new way of working that is agile, collaborative and reflects the needs of today’s modern marketers. Prior to that, Stacey was Global Chief Financial Officer of WPP Health & Wellness. Stacey originally joined Ogilvy in 1999 and held various regional and global leadership roles, including serving as the company’s Worldwide Controller until 2018. She began her career at PricewaterhouseCoopers where she consulted on financial statement audits, mergers and acquisitions and IPOs for major multinational advertising and publishing clients from Simon & Schuster to Viacom’s MTV Network.
Stacey has been featured by Black Enterprise Magazine as one of the 75 Most Powerful Women in Business and is often called upon to speak about diversity and inclusion, and the importance of increased representation across all levels of the marketing and communications industry.
Tuesday
4:40 – 5:30 pm CT
CFO, o9 Solutions, Inc.
Highly experienced leader with a unique combination of technology sector and investment banking expertise. Track record of building trusted relationships with business leaders advising them on their most strategic transactions. Extensive experience in financial analysis and investor positioning for raising strategic capital. Advised on over $60 bn of announced M&A and $45 bn of capital raised. Currently driving the growth strategy for o9 Solutions, an exciting enterprise SaaS software company that is enabling digital transformation for Fortune 1000 companies.
Tuesday
10:00 – 10:50 am CT
EVP & CFO, Hewlett Packard Enterprise
Marie Myers joined Hewlett Packard Enterprise as Executive Vice President and Chief Financial Officer in January 2024. She is a strategic and visionary CFO known for making financial decisions that fuel innovation and performance.
Marie most recently served as CFO of HP Inc. since 2021, where she led the company’s Finance organization and was responsible for all aspects of financial operations. She previously held a variety of other positions at HP, including Chief Transformation Officer, overseeing the Information Technology and Transformation organizations; Global Controller; and Americas CFO of the Personal Systems business unit. Marie previously served as CFO at robotic process automation company UiPath and was HP’s finance lead for the 2015 separation of Hewlett-Packard Company, which resulted in the creation of HPE.
She currently serves on the board of directors for KLA Corporation. An enthusiastic advocate for STEM education, she also serves on the boards of the University of St. Thomas Advisory in Houston and the University of Queensland in America, Inc.
Marie has been recognized by Women in Computing and was named to the Top 40 under 40 in Finance. She also was chosen as one of the Top 20 Most Powerful Businesswomen in Texas and was recognized by the University of Queensland as its Alumna of the Year. In 2018, she was selected for Texas Executive Women on the Move and one of the Top 30 Influential Women of Houston. In 2019, she was recognized as one of Houston Business Journal’s Women Who Mean Business.
A native of Australia, Marie earned a Bachelor of Arts in Political Science and a Bachelor of Economics from the University of Queensland, in Brisbane, Australia. She also earned a Master of Business Administration from the University of St. Thomas, in Houston, Texas.
Wednesday
9:10 – 10:00 am CT
Executive VP, CFO,
Waste Management
Tuesday
2:35 – 3:25 pm CT
Corporate Trainer & Executive Producer, JesterZ Professional Services
Since 1996, he has provided entertaining corporate training, keynote and workshops to hundreds of top corporations across the country including: GoDaddy, Intel, Wells Fargo, AmEx, PetSmart, AutoZone, Target and VanGuard, to name a few. Host and Producer of All-Comedy Radio’s morning show “Breakfast Epiphanies” as well as Host of ABC15’s Emmy Award winning show “What’s Up”. He’s owner of Arizona’s largest and longest running improv comedy theater “The JesterZ” and has performed over 5,500 improv shows. His passion is sharing the personal and professional life skills that improvisation teaches and is writing the book on becoming a “Charismatic Connector”.
Tuesday
9:10 – 10:00 am CT
Former CFO, U.S. Bancorp
David M. Moffett served as the Chief Executive Officer and a director of the Federal Home Loan Mortgage Corporation from September 2008 until his retirement in March 2009. He previously served as a Senior Advisor with the Carlyle Group LLC from May 2007 to September 2008, and as the Vice Chairman and Chief Financial Officer of U.S. Bancorp from 2001 to 2007, after its merger with Firstar Corporation where he served as Vice Chairman and Chief Financial Officer from 1998 to 2001. Mr. Moffett also served as Chief Financial Officer of StarBanc Corporation, a predecessor to Firstar Corporation, from 1993 to 1998.
Mr. Moffett serves as a trustee on the boards of Columbia Fund Series Trust I and Columbia Funds Variable Insurance Trust, overseeing approximately 52 funds within the Columbia Funds mutual fund complex. In addition, he serves as a trustee for the University of Oklahoma Foundation. Mr. Moffett also has served as a consultant to Bridgewater and Associates.
Mr. Moffett currently serves on the board of directors PayPal Holdings, Inc.
From 2007 to 2015, Mr. Moffett served on the board of directors of eBay, Inc. From 2010 to 2016, Mr. Moffett served on the board of directors of CIT Group Inc.
With his many years of experience as a chief executive officer or chief financial officer of public financial services companies, Mr. Moffett is able to provide valuable insight to the Board concerning financial matters. He is also able to leverage his significant public policy experience.
Wednesday
12:15 – 2:00 pm CT
Editor & Chief Content Officer, Chief Executive Group
Dan is editor-in-chief of Chief Executive Group (CEG) and Corporate Board Member magazines and 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. Dan helped lead The New York Times and Forbes move to digital and is now building CEG’s vibrant community of CEOs, CxOs and public-company directors. He has a BFA from Emerson College, Boston.
Thursday
Moderator
10:00 – 10:50 am ET
Moderator
1:00 – 2:30 pm ET
CEO & Founder, Bold Industries Group; Author, Be BOLD Today
Meet Leigh, CEO & Founder, a driven entrepreneur who is passionate about helping organizations and individuals achieve their fullest potential faster. By continuously stepping out of her comfort zone and pushing boundaries, Leigh has not only grown her own company into a multi-seven-figure sales operation within the first two years but has also inspired others to do the same. Her secret recipe for success? A bold, can-do spirit that is unafraid to take calculated risks, coupled with a mindset that refuses to let setbacks hold her back.
After 20+ years working in healthcare and education, Leigh founded and launched Bold Industries Group, Inc.(BIG) in 2020. BIG is a corporation that encompasses her passion for business consulting, coaching, and curatedevents. She also helps individuals achieve the maximum potential of their lives through coaching, enabling themto create a strong personal foundation to bring them closer to success and an abundant life.
Pre-Event Workshop
Tuesday
1:30 – 3:00 pm CT
VP, Business Development SME, American Express Global Business Travel
Terri Buscemi is the VP of Business Development
for our Small, Medium, & Enterprise team. As a
corporate travel executive with more than 20
years of experience, Terri is responsible for
developing strategy and driving business growth
for customers with travel spend from $500k –
$30M in annual travel spend headquartered in
the U.S. & Canada.
Wednesday
Breakfast Roundtable
8:00 am – 8:50 am CT
President, Printing Industries Association, Inc.
Lou Caron is a CPA with extensive business experience in both the insurance and printing industries and has served as the chief financial officer of companies in both industries.
Lou was born as the oldest of five in Seattle, Washington and moved to California in 1967. He graduated from Claremont McKenna College with Bachelor of Arts degrees in Economics/Accounting and Mathematics. Following college, he started his career on the audit staff of Ernst & Young in Los Angeles where he stayed for 13 years. Since then, he has worked in finance/operations in the insurance, technology, and printing industries. He joined PIA in May of 2016 and has been a key player in our commercial and health insurance services. In June of 2017, he became President/CEO of Printing Industries Association, Inc., the largest regional print trade association in the nation serving the 13 western states. He is also the Plan Administrator of Printing Industries Benefit Trust and a trustee of the Graphic Communications 401k Plan. Lou serves on various boards of for profit and not for profit organizations.
TBA
Chief Financial Officer, Ada
Coming Soon!
Tuesday
Breakout Session
11:20 – 12:10 pm CT
Sr. Regional Director, Robert Half
Joe Fisher is the Senior Regional Director for Robert Half, the world’s first and largest specialized talent solutions firm. In his role, Joe oversees the staffing, recruiting and business development operations for the contract finance and accounting, administrative and customer support and full-time engagement professionals throughout the Dallas/Fort Worth and Oklahoma City markets. With 15 years in the staffing industry, exclusively with Robert Half, Joe and his teams are dedicated to placing professionals in rewarding jobs while helping local businesses grow and be successful.
Wednesday
Breakfast Roundtable
8:00 – 8:50 am CT
Vice President of Finance, Orion Group Holdings, Inc.
Coming Soon!
Wednesday
Breakout Session
11:20 – 12:10 pm CT
VP – Procurement Solutions, Zip
Coming Soon!
Tuesday
Breakout Session
11:20 – 12:10 pm CT
VP, Expense Strategy & Operations, Navan
Coming Soon!
Tuesday
Breakout Session
11:20 – 12:10 pm CT
3:40 – 4:30 pm CT
Vice President, Business Solutions, Health Action Council
As the Vice President of business solutions, Kevin helps members, supporters and providers maximize their involvement with Health Action Council. He has more than 20 years of experience in employee benefits, human resources and new product development.
Kevin earned the Max Friedman Young Leadership Award for volunteer work in the American Jewish Committee, participated on the Governor’s Drug-Free Workplace Taskforce, served on committees at United Way, and graduated from Cleveland Bridge Builders.
TBA
Chief Financial Officer & VP of Operations, Premier Claims
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 prouder 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. With her diverse background, Melissa brings a wealth of expertise and a passion for excellence to the team.
Melissa Hurrington 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.
Wednesday
Breakout Session
11:20 – 12:10 pm CT
Chief Information Officer & Senior Advisor, Goodwill Central Texas
Jamie Lagarde is a seasoned executive with over 25 years of experience in optimizing value in sales, business development, product and technology.
Mr. Lagarde joined Goodwill Central Texas (GCT) as the interim President and CEO in 2022 after a long record of volunteer service to the organization, serving on the Goodwill Central Texas Board of Directors for 9 years. Today, he serves part-time as a Senior Advisor to Goodwill Central Texas consulting on technology and healthcare related matters.
Prior to Goodwill, Mr. Lagarde’s passion for affordable healthcare led him in 2014 to co-found Sedera, a health care sharing organization focused on solving the health insurance cost problem for corporate America. In 2017, Mr. Lagarde took over as CEO of Sedera and grew the organization by 20x over the next four years winning the organization numerous awards and recognitions during his tenure. Mr. Lagarde left Sedera in 2022, and today is leveraging his experience and industry relationships in the healthcare market to help larger organizations provide innovative next-generation healthcare solutions. His focus is on achieving the triple goal of increased employee satisfaction as well as employee and employer cost savings.
Mr. Lagarde is a native of New Orleans and after graduating from the University of Mississippi has called Austin, Texas his home for the past two decades. He and his wife Alisha have a very active household where he spends his free time playing baseball with their three young sons.
TBA
National Marketing Executive, Imagine360
Matt McCuen is an industry veteran, with nearly 30 years of experience in the self-funded space.
As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families.
Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.
Tuesday
Breakout Session
11:20 – 12:10 am CT
3:40 – 4:30 am CT
President, The CFO Leadership Council
With the vision of providing world class professional development programs and networking events for chief financial officers, Jack founded The CFO Leadership Council in 2006. Under his leadership, the organization achieved national recognition.
As a former chief financial officer, entrepreneur, and recognized expert on financial matters, Jack can empathize with the challenges that corporate leaders face in growing today’s businesses. In addition to developing a venture capital course for Harvard Business School and MIT Sloan MBA candidates, he has been interviewed by Bloomberg, CNN, and Fox Business Network and quoted by the Wall Street Journal, CFO Magazine, Treasury and Risk Management, the Boston Business Journal, and Business Finance Magazine.
Wednesday
Moderator
4:20 – 5:10 pm CT
Chief Financial Officer, Service Pros Installation Group
Coming Soon!
Wednesday
Breakout Session
11:20 – 12:10 pm CT
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.
Pre-Event Workshop
Tuesday
3:30 – 5:00 pm CT
Sr. Product Marketing Manager, Planful
Coming Soon!
Wednesday
Breakout Session
11:20 – 12:10 pm CT
President & CEO, Health Action Council
Patty Starr is President and CEO of Health Action Council and is responsible for driving the strategic direction of the organization, which is focused on building stronger, healthier communities where business can thrive. Since becoming Executive Director in 2013, Starr has transformed Health Action Council, yielding four consecutive years of growth and national expansion, with a 95 percent retention rate.
Patty is a member of the Heritage College of Osteopathic Medicine, PBMI (Pharmacy Benefit Management Institute) and Health Policy Institute of Ohio (HPIO) board of directors. She is a past board member of the Better Health Partnership and served on the board for Health Action Council prior to be- coming Executive Director. In 2018, she was named among Notable Women in Healthcare by Grain’s Cleveland Business.
TBA
CFO, Airbase
Aneal Vallurupalli is the Chief Financial Officer at Airbase. His background includes investment banking, early- to late-stage corporate finance, corporate development, operations, and tech M&A. Most recently, Aneal was the Vice President of Finance & Operations at Mattermost, an open-source collaboration platform. Aneal graduated with a BS in Finance from the Santa Clara University Leavey School of Business, and he is a member of the Forbes Business Council.
Wednesday
Breakout Sesssion
11:20 am – 12:10 pm CT
Managing Director, Protiviti
Eric is a Managing Director with Protiviti and is a leader within the Finance Transformation practice. Eric has extensive experience assisting clients to enhance the Finance function through targeted process improvement and major business transformation initiatives. Eric has also supported clients with organizational design, skills and talent evaluation, standing up new functional teams, and delivering managed services.
With over 20 years of management consulting, auditing, and accounting experience Eric has assisted many companies in transforming operations through eliminating manual effort, integrating technology, and adopting leading practices to reduce costs.
Wednesday
Breakfast Roundtable
8:00 – 8:50 am CT
CFO, Zone & Co
Chad Wonderling is the Chief Financial Officer at Zone & Co and is responsible for all of the company’s financial functions including accounting, tax, treasury, financial planning, analysis, and operations. Before Zone, he spent nearly six years at Salesloft serving in multiple finance leadership roles, but most notably as the Chief Accounting Officer. At Salesloft he helped lead four acquisitions, raise over $300 million in debt and equity financing, and played an integral role in the sale of Salesloft to Vista Equity Partners for $2.3 billion. Chad began his career at KPMG before transitioning to high-growth startups where he’s spent the last 15 years of his career. He and his wife, along with their two young boys, reside in Atlanta, GA.
Tuesday
1:45 – 2:35 pm CT
Chief Technology Officer, Prophix
Coming Soon!
Wednesday
Breakout Session
11:20 – 12:10 pm CT
Chief Accounting Officer, Brex
Erik Zhou serves as the Chief Accounting Officer for Brex, he concurrently holds the position of President of Brex Treasury LLC, an SEC-registered broker-dealer. In these roles, Erik directs the daily operations of Brex Business Accounts and spearheads all facets of the company’s financial operations, regulatory reporting, and tax compliance planning.
Erik started his career in PwC’s Banking and Capital Markets practice and built over 11 years of experience working with banks, broker-dealers and large multinational financial institutions, with a focus on complex financial transactions, regulations, and operational management.
Tuesday
Breakout Sessions
11:20 am – 12:10 pm CT
3:40 – 4:30 pm CT
