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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.
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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.
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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.
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Executive VP, CFO,
Waste Management
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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”.
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Former CFO, U.S. Bancroft
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.
Keynote
Wednesday
12:15 – 2:00 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
Keynote
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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
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.
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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.
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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.
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