Modern Finance CFO Summit

Oracle CFO Summit at Modern Finance Experience


Invite-Only Program for Finance Executives

The Digital CFO: Leading the Finance Revolution

Can finance be revolutionary? It can if your end-to-end business processes are touch less, your predictive powers are enhanced by machine learning and data science, and your CFO is focused on creating a digital experience for finance teams using automation, data accessibility, design thinking, and continuous learning.

Please join us for the invitation-only CFO Summit, the CFO and CHRO dinner, and stay for the entire Modern Finance Experience conference. Registration for all the activities is complimentary. Travel and expenses are the responsibility of the attendee. Invitees received an invitation via email with a code to enter during registration. If you have any questions or issues, please contact mfenominations_us@oracle.com.

Tuesday, April 11
7:00 p.m. – 10:00 p.m.
CFO and CHRO Dinner
Better Together. Finance and HR Networking Dinner
Come together with your executive peers in finance and HR for a networking dinner at the State Room in Boston.

Wednesday, April 12
11:00 a.m. – 12: 45 p.m.
CFO Summit
Join Jeff Henley, Oracle Executive Vice Chairman, for this special, invitation-only CFO Summit at the Westin Copley Place Boston sponsored by PricewaterhouseCoopers showcasing the finance strategies and technologies digital CFOs are using to create agile, change-ready finance teams poised to thrive in the Digital Age.

Sponsored by
PwC

Agenda at a Glance

11:00 a.m.–11:05 a.m.

Welcome
Doug Kehring, EVP & Chief of Staff, Office of the CEO, Oracle

Doug Kehring has served as Oracle's executive vice president, chief of staff since March 2015. He also continues to serve as the head of Oracle's corporate development group, a position he has held since 2005. The corporate development group provides planning, advisory, execution, and integration management services to Oracle on mergers and acquisitions, source-code and object-code licensing, strategic investments, joint ventures, and other related transactions.

Doug began his career at Oracle in 2000 as part of the Oracle Venture Fund. He joined Oracle after working for the investment banks of Donaldson, Lufkin & Jenrette and Dain Bosworth. Doug is a graduate of the University of Wisconsin–Madison School of Business.

11:05 a.m.–11:15 a.m.

The View from the C-Suite
Jeffrey O. Henley, Executive Vice Chairman, Oracle

Jeffrey O. Henley is Executive Vice Chairman of Oracle Corporation. Prior to that, he was Oracle’s Chairman of the Board since 2004. Henley was Oracle's Chief Financial Officer and an Executive Vice President from 1991 to 2004, and has been a member of Oracle's Board of Directors since 1995. He also serves on Oracle's Executive Management Committee.

Prior to joining Oracle in 1991, Henley served as Executive Vice President and CFO at Pacific Holding Company, a privately held company with diversified interests in manufacturing and real estate, and as Executive Vice President and CFO at Saga Corporation, a multibillion-dollar food service company. He also served as Director of Finance at Memorex Corporation in its large storage division, and as Controller of International Operations at Fairchild Camera and Instrument Corporation.

Henley is a member of the Board of Governors for the Boys and Girls Clubs of America and serves on both the Chancellor's Advisory Council and the International Advisory Council of the Engineering College for the University of California at Santa Barbara. He is also a member of the Board of Directors of Digital Consumer Solutions Inc., which operates a digital-out-of home signage network for retail advertisers, and serves on the Advisory Board of InTouch Technologies, a provider of remote presence solutions for healthcare providers.

Henley has a BA in economics from the University of California at Santa Barbara and an MBA in finance from UCLA. In 2004, he received the UCLA Anderson School's Outstanding Alumnus award.

11:15 a.m.–11:45 a.m.

The Role of Finance in the Modern Enterprise
Carol Sawdye, Chief Operating Officer, PwC
John Mageropoulos, Vice President, Cloud ERP, GE Digital

Carol Sawdye is Chief Operating Officer for the PwC Network, leading Network Operations and driving the budgeting, financial planning and investments processes throughout the Network and collaborating with the global leadership team on Network transformation. Prior to her current role, Carol was Vice Chairman and Chief Financial Officer of PwC US. Carol rejoined PwC in November 2012 after working for the National Basketball Association (NBA), where she served as the Executive Vice President and CFO. Carol also spent eight years at Skadden, Arps, Slate, Meagher & Flom, LLP, initially as CFO and later also assuming responsibilities as Chief Operating Officer. Carol began her career at PwC, and spent her first 17 years (the last six as a partner) mostly serving Fortune 500 public clients, primarily focused on the media and entertainment industry. Carol is a CPA, licensed to practice in NY. She received her B.S. in accounting from the University of Virginia and her MBA, with specialization in international business and corporate finance, from Columbia Business School. She and her husband live in Savannah, Georgia.

John Mageropoulos is the Executive responsible for Cloud ERP implementations as a shared service at GE. Working for GE Digital, John has managed several ERP implementations as a leader in Cloud at GE since 2015. In the last year John successfully led a GE Team in the first Cloud Financials Global roll out in multiple countries, followed by a roll out of ERP Cloud at GE Digital, including Commercial and Supply Chain capabilities.


Explore the role of finance in supporting today’s modern, data-driven enterprise, leveraging a new, cloud-enabled operating model that is predictive, agile, and collaborative.

11:45 a.m.–12:15 p.m.

Building the Business Case for Cloud: The CFO as Change Agent
Matt Trager, Head of Business Finance Architecture, Lloyd’s Bank
Kathy N. Waller, Executive Vice President, Chief Financial Officer, The Coca-Cola Company
Rondy Ng, SVP, Applications Development, Oracle

Rondy Ng is Senior Vice President of Oracle ERP and CX Applications Product Development. He is responsible for leading all aspects of product strategy, product development, and product delivery for Oracle's ERP and CX applications and related cloud services. Rondy joined Oracle in 1990 and has held a variety of leadership positions within the development organization. In 2007 he was asked to lead the engineering of Oracle's next-generation financial suite of software applications, Oracle Fusion Financial Applications. Under his leadership, Oracle has continually delivered on its promise to help its applications customers innovate and remain competitive while leveraging their existing IT investments and increasing the value of those investments with new Oracle products and services. Rondy holds a Master of Science degree in Computer and Electrical Engineering from Cornell University.

Matt is currently the Head of Finance Business Architecture Transformation at Lloyds Banking Group. Working for the Finance COO and in partnership with the Finance Leadership team and the Finance CIO, he is responsible for designing and managing the roadmap and solutions required to transform the Finance Architecture through its investment portfolio.

Matt’s core focus for the past year and half has been designing and driving the strategy for how Finance can leverage cloud to meet its emerging challenges while supporting its cost and efficiency objectives. The best example of this has been initiating and designing the strategy and solution to replace LBG’s existing leger architecture with Oracle Fusion Cloud.

Matt is a change practitioner and function lead with 15 years’ experience developing strategies and implementing solutions addressing some of the most complex business problems facing Financial Services firms. He has worked across numerous firms from both a client and consulting perspective across multiple geographies. His main focus for the past 10 years has been on helping Finance functions transform while meeting their evolving statutory and regulatory demands in complex, legacy, cost challenged environments across their operating model components.

Kathy N. Waller is Executive Vice President and Chief Financial Officer of The Coca-Cola Company. Kathy Waller is responsible for leading the company’s Global Finance organization and representing the company to investors, lenders and rating agencies. She oversees M&A, Investor Relations, Tax, Treasury, Audit, Accounting and Controls, Reporting and Analysis, Real Estate and Risk Management.

Waller joined The Coca-Cola Company in 1987 as a Senior Accountant in the Accounting Research Department and assumed roles of increasing responsibility including Principal Accountant for the Northeast Europe and Africa Group, Marketing Controller for the McDonald’s Group, Vice President, Chief of Internal Audit and Vice President, Controller.

In addition to her responsibilities at The Coca-Cola Company, she serves on the boards of the Monster Energy Company, Delta Air Lines, Inc., Coca-Cola FEMSA, S.A.B de C.V. and the Board of Trustees of Spelman College. She also serves on the advisory board of Catalyst, a leading nonprofit organization with a mission to expand opportunities for women and business, and the Woodruff Arts Center (WAC) Board of Directors.

Kathy is actively involved with several women’s initiatives. She formerly served as the founding Chair of The Coca-Cola Company’s Women’s Leadership Council and helped develop the company’s highly successful Women in Leadership Global Program.

Prior to joining The Coca-Cola Company, Kathy worked for Deloitte. She received her Bachelor’s and MBA degrees from the University of Rochester and is a CPA.


The dynamic nature of today’s economy requires CFOs to predict and shape the digital future of their companies, but you can’t drive change at this level using legacy systems. This session will explore best practices for building the business case for cloud, from ensuring alignment across the C-suite, finance and IT; to managing the continuous change that comes with the transition to a cloud environment.

12:15 p.m.–12:45 p.m.

Building the Change-Ready Finance Team
Jim Kaitz, President & CEO, Association for Financial Professionals
Donald L. Anderson, PhD, Director, Organizational Development Consultant, Oracle
Ivgen Guner, Senior Vice President, Global Business Finance, Oracle

Ivgen Guner is the Senior Vice President of Global Business Finance at Oracle. She is responsible for providing decision support to all business units, strategic planning, financial analysis, business intelligence system management, and management reporting.

Ivgen has more than 25 years of finance, accounting, and executive management experience in the technology industry. Prior to joining Oracle in 1996, Ivgen was with Unisys Corporation for 13 years. At Unisys, she was instrumental and an integral part of the Burroughs/Sperry merger, which formed Unisys, while also holding various financial management roles.

Ivgen holds a Master of Science in Accounting from Walsh College in Troy, Michigan and graduated from the Ankara University, Turkey, with a Master of Science in Agricultural Engineering and Food & Fermentation Technology.

Jim Kaitz is President and CEO of AFP, an association that represents over 16,000 treasury and financial professionals globally. The organization established and administers the Certified Treasury Professional® and Certified Corporate Financial Planning & Analysis Professional® credentials, setting standards of excellence in finance. The AFP Annual Conference is the largest networking event for corporate finance professionals.

He was formerly EVP and COO of Financial Executives Institute, a professional association of over 14,000 senior financial executives representing 8,000 companies in the United States. Prior to joining FEI in 1988 as the VP of Government Relations, he was Manager, Trade and Business Affairs at Baxter Healthcare Corporation. He was Director, Government Relations for the Scientific Apparatus Makers Association and joined FEI’s Washington Office in 1983. He was legislative assistant to the Honorable James Shannon (D-MA), a member of the House Ways and Means Committee.

Jim is a 1978 graduate of Georgetown University.

Dr. Anderson works with senior executives to facilitate large scale change and organization transformation, with a particular focus on organization design and talent management. He is the author or editor of three books, including the bestselling text Organization Development: The Process of Leading Organizational Change and he has published a number of articles on organizational change. Prior to joining Oracle in 2010, he worked at Sun Microsystems and Storage Technology Corporation in Colorado. Dr. Anderson holds a PhD from the University of Colorado, Boulder and master's and bachelor's degrees from the University of California, Davis.


Today’s finance professional is a strategic leader and skilled communicator with strong analytical skills and a keen sense of business acumen. This session will explore how digital CFOs are grooming the next generation of finance talent using modern cloud applications.

Agenda and speakers are subject to change.