modern finance

Sessions at Modern Finance Experience


Educational and inspiring sessions focused on modern finance

Sessions

The 2 ½-day program included over 20 educational breakout sessions focused on peer-to-peer exchange, best practices, case studies, and product roadmaps.

Modern Finance Experience attendees earned continuing education credits through the Association for Financial Professionals. For those of you needing confirmation of attendance letters, visit the continuing education credit page for contact details.

Association for Financial Professionals

Wednesday, April 12

1:00
p.m.
Managing Risk and Volatility in a Data-Driven Economy
Nick Araco,Chief, Executive Officer, The CFO Alliance
Matt Stirrup,Vice President of Finance, North American Applications and Managed Cloud Services, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: CTP: 1.0 credit FP&A: 1.0 credit

As the steward for corporate value, the CFO is always looking to manage corporate risk. Data that could warn the enterprise about potential risks — such as employee attrition, supply chain failure, and customer referenceability — are usually scattered across different functions and departments within the organization. Join this session to learn how to create a data-driven, proactive approach to risk management, using the right metrics, technologies and organizational best practices to lessen uncertainty and maximize profitability in today's volatile economic climate.

Essex North
1:00 p.m.
1:50 p.m.
1:00
p.m.
The New Revenue Recognition Guidelines and What They Mean to You
Mark Horn,Principal, Deloitte Consulting LLP
Drew Scaggs,Principal, Deloitte Consulting LLP
Lara Deen,Vice President, Global Revenue Recognition, Oracle
Seamus Moran,Senior Director, Financials Product Management, Oracle

It isn't often that two very heavy hitters—the domestic US standard setters, the Financial Accounting Standards Board (FASB), and the International Accounting Standards Board (IASB)—get together and redefine a business concept that is as significant as revenue, but that is what they did when they published a converged and identical accounting standard named ASC 606 and IFRS 15. These new regulations will affect all of Oracle's public company customers in every country to some degree, which means you need to be planning for it now. Join Oracle and Deloitte as they share how Oracle's new Revenue Management Cloud solution can support these new standards, and help automate and enable the compliance process.

Essex Center
1:00 p.m.
1:50 p.m.
Sponsored by:
1:00
p.m.
Agile Finance Revealed: The New Operating Model for Modern Finance
David A.J. Axson,Managing Director, Accenture
Ash Noah,Vice President CGMA External Relations, American Institute of CPAs (AICPA)
Kimberly Ellison-Taylor,Chairman, American Institute of Certified Public Accountants; Global Accounting Strategy Director, Oracle
Dee Houchen,Senior Director, ERP Product Marketing, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: CTP: 1.0 credit FP&A: 1.0 credit

How fast can you respond to management's request for insights on the revenue impact of a potential acquisition or new product? And what about getting a new subsidiary or business unit integrated into your reporting structure, or on boarding a new finance executive? Join the AICPA and Accenture as they unveil new research on the new operating model for modern finance and the traits of agile finance leaders.

Essex South
1:00 p.m.
1:50 p.m.
Sponsored by:
1:00
p.m.
Financial Consolidation & Complete Financial Close in the Cloud
Kevin Hebbel,Senior Manager, Hyperion EPM and Oracle BI Consulting Practice, SC&H Group
Mike Zink,Controller, Thayer Lodging
Al Marciante,Senior Director, EPM Product Management, Oracle

Does your organization struggle with increased reporting requirements and manual, inefficient financial close processes? If so, you're not alone — 75% of finance managers believe their financial close processes are ineffective. Hear from a customer who reduced the dependency on Excel as the primary data collection and reporting tool, and increased speed and confidence in the results by implementing an enterprise software solution to address the entire extended financial close.

St. George B-D
1:00 p.m.
1:50 p.m.
Sponsored by:
2:00
p.m.
The Business of GO: Finance Best Practices for High Growth Companies
Nick Araco,Chief Executive Officer, The CFO Alliance
Katie Eure,Director of Finance, Alex Lee
Theresa Scavone,Controller, Giner, Inc.
Di Seghposs,Senior Director, ERP Cloud Product Business Group, Oracle

Your dream to build the business of tomorrow is well on its way. But to get there, you need the balance sheet to prove it. Your growing business demands speed, scale, and agility. There's no place for slow and steady. We understand you're in the Business of GO Join this session and discover how innovative new business models built on Oracle s cloud solutions for the Office of Finance and modern best practices can help you succeed.

Essex North
2:00 p.m.
2:50 p.m.
2:00
p.m.
Supercharge Your Spreadsheets: Planning Across the Enterprise
Brian Hargreaves,Vice President Financial Systems, Hilton
Luke Sinnen,Director, Hyperion EPM and Oracle BI Consulting Practice, SC&H Group
Jennifer Toomey,Senior Director, EPM Product Marketing, Oracle

Modern planning in the cloud connects strategy with execution and gives business owners in HR, sales, finance, and other departments complete control over plans while aligning planning processes across the enterprise. Hear from customers who have leveraged the cloud to improve reporting and gain new insights and greater forecast accuracy in their planning and forecasting processes.

Essex Center
2:00 p.m.
2:50 p.m.
Sponsored by:
2:00
p.m.
Managing Healthcare in the Cloud: Providers Share Best Practices
Chad Eckes,Executive Vice President, Corporate Services and Chief Financial Officer, Wake Forest Baptist Health
Amy Guay,Chief Financial Officer, Harvard Medical Faculty Physicians
Mary B. Kilmer, RN MM MBA,Executive Director, Oracle Healthcare, Oracle

In a recent survey, 90 percent of chief financial officers surveyed agreed they could invest more in their businesses if their company's healthcare costs were lower. The effect on the American business sector is clear: rising healthcare costs are hurting the enterprise. In this session, you'll learn how Oracle's complete suite of cloud solutions for Finance and Human Capital Management are helping healthcare providers meet the complex needs of both healthcare payer and provider organizations and their patients, whether it's reducing costs through more efficient financial processes or engaging employees with the right social and mobile tools to increase workforce productivity.

St. George B-D
2:00 p.m.
2:50 p.m.
2:00
p.m.
From Bean Counters to Business Partners
Donald L. Anderson, PhD,Director, Organization Development Consulting, Oracle
Ivgen Guner,Senior Vice President, Global Business Finance, Oracle
Melissa Kullander,Vice President, Financial Operations, Global Business Finance, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: Career Development: 1.0 credit

Transforming a finance organization to take a leadership role in changing your business requires more than producing great reports. You might start with redesigned structures, streamlined processes, and game changing technology, but the right talent brings it to life. Today's finance professional is a strategic leader and skilled communicator with a keen sense of business acumen. Learn how Oracle Global Business Finance created a finance business partner community that delivers this kind of value added insight to senior business executives.

Essex South
2:00 p.m.
2:50 p.m.
3:00
p.m.
Leveraging the Cloud to Modernize Finance
David A.J. Axson,Managing Director, Accenture
William R. Kager,Vice President, Finance, Hearst Corporation
Corey West,Executive Vice President, Corporate Controller & Chief Accounting Officer, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: CTP: 1.0 credit FP&A: 1.0 credit

Finance organizations are increasingly tasked with helping the business successfully navigate market disruptions, yet the finance function is often the last to be digitized, making it difficult for finance to provide the right strategic guidance and insight to help the business grow and adapt to change. Join this session to learn from Accenture about the latest strategies to digitize finance, and how Hearst and Oracle built their own unique paths to finance modernization in the cloud.

Essex South
3:00 p.m.
3:50 p.m.
Sponsored by:
3:00
p.m.
Revolutionize Your Reporting
Michelle Alfonso,Vice President and Controller, OpenX
Steve Cox,Vice President, Oracle ERP and EPM Cloud Go-to-Market, Oracle
Matt Stirrup,Vice President of Finance, North American Applications and Managed Cloud Services, Oracle

Do you get the professional, accurate, and timely reports you need to manage your company's finances, processes, and filings? Is your current system keeping up with new reporting demands? If not, then it's time to revolutionize your reports. Join this interactive session on how to revitalize the creation and automation of your enterprise reports using a unified cloud solution and modern best practices.

Essex Center
3:00 p.m.
3:50 p.m.
3:00
p.m.
Beyond Shared Services
Tina Nguyen,Senior Manager, Finance, Qualcomm
John Doyle,Vice President of Deal Management, Oracle
Dee Houchen,Senior Director, ERP Cloud Product Business Group, Oracle
Christina Kite,Vice President of Global Business Finance, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: CTP: 1.0 credit FP&A: 1.0 credit

Finance functions are becoming more efficient, more effective and a better partner to the business but stakeholders' expectations of a modern finance organization are increasing. Many companies have centralized some finance and accounting processes to improve efficiency and some have already established shared service centers for transaction processing. But to meet the rising expectation of the business, the finance function must transform into Centers of Excellence to deliver more complex tasks such as Tax or IFRS Reporting. In this session we will discuss strategies of making this operating model transition a reality while ensuring process compliance and employee buy in.

Essex North
3:00 p.m.
3:50 p.m.
Sponsored by:
3:00
p.m.
Transforming Financial Services in the Cloud
Andrew Boucher,Vice President of FP&A, Western Alliance Bancorporation
Arjun Katyal,Managing Director, Finance Change and Transformation, PwC
Neil Martucci,Senior Vice President and Controller, ConnectOne Bank
Matt Trager,Head of Finance Business Architecture, Lloyds Banking Group
Josh Kamenecka,Group Vice President, Sales Consulting, Oracle

Banks are under heavy pressure from increased regulatory compliance, competition from disruptive fintechs, changing customer expectations, and millennial workforce demands. In this session, you'll learn how progressive financial institutions are leveraging Oracle's cloud solutions for finance to modernize and simplify back office operations, proactively manage risk and compliance, and support their evolution to a digital business model.

St. George B-D
3:00 p.m.
3:50 p.m.
Sponsored by:

Thursday, April 13

1:00
p.m.
Planning the Right Workforce for the Future
Maryellen Papelian,Director, Enterprise Architect, bluebird bio
Jennifer Toomey,Senior Director, EPM Product Marketing, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: Career Development: 1.0 credit

For many organizations their workforce is their biggest single expense. Furthermore, the skills of the workforce are one of the single largest contributing factors towards successful execution on corporate strategy. Strategic Workforce Planning helps companies better plan the right skill set, at the right time, at the right place, at the right cost. Hear from a customer who has taken a Strategic Workforce Planning approach to realize synergy between corporate financial planning and HR.

Essex North
1:00 p.m.
1:50 p.m.
1:00
p.m.
Transforming Higher Education in the Cloud
J. Michael Gower,Executive Vice President and Chief Financial Officer, Rutgers University
Steve Kish,Managing Director, Huron
Michele Norin,Senior Vice President and Chief Information Officer, Rutgers University
Brett Sweet,Chief Financial Officer, Vanderbilt University

There's no question—it's time for higher education to transform. Evolving economic models, challenges with college affordability, changes in demographics, and disinvestment from state governments are all disruptive forces for all institutions. Join this session to learn how to modernize and simplify your institution's back office operations with Oracle's Cloud for Finance solutions.

Essex Center
1:00 p.m.
1:50 p.m.
Sponsored by:
1:00
p.m.
Better Together: The Benefits of a Unified ERP + HCM Cloud Platform
Trevor Hammond,Director, ERP Projects & Financials, KBACE, A Cognizant Company
Elisabeth Pinekenstein,Associate Director, Financial Operations, American Institute of CPAs (AICPA)
Indy Bains,Senior Director, ERP Cloud Go-to-Market, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: CTP: 1.0 credit FP&A: 1.0 credit

With the rise of intangible assets as drivers of value creation, intellectual property and the talent that creates it have become two of the most essential elements of digital age success. Join this session to learn how high-performing CFO-CHRO teams use a unified ERP-HCM Cloud platform to both enrich the employee experience, and gain valuable insights into employee engagement and retention through integrated reporting, analytics, and social capabilities.

Essex South
1:00 p.m.
1:50 p.m.
Sponsored by:
1:00
p.m.
Managing Financial and Operational Risk in the Cloud
Adil Khan,Managing Director, Fulcrum Way
Luis Licea,Manager Internal Controls, Femsa
Steve Dalton,CPA and Senior Director, ERP Cloud Product Marketing, Oracle
Rick Hargarten,Senior Director, Sarbanes-Oxley Program Office, Oracle
Siddarth Sinha,Senior Director, Governance, Risk and Compliance Product Strategy, Oracle

Today's heightened climate of political and economic uncertainty means that risk continues to stay at the top of every C-suite agenda. Join this session to learn how to streamline and automate risk management processes using Oracle's Financial Reporting Compliance Cloud solution. You'll learn how customers are increasing the accuracy and comprehensiveness of their financial reporting certifications, and reduced operational and financial risk with rigorous identification and management of business process improvements.

Staffordshire
1:00 p.m.
1:50 p.m.
1:00
p.m.
EPM On Premises and in the Cloud: A Hybrid Approach
Catherine Chan,Manager, Global Financial Planning & Analysis, Velcro
Philip Peck,Vice President, Advisory Practice Lead, Peloton Group
Hari Sankar,Group Vice President, EPM Product Management, Oracle

For many organizations, the solution to their Enterprise Performance Management (EPM) software requirements is not exclusively on-premises or cloud. They see the benefits of both deployment options and wish to take advantage of this hybrid approach across their EPM estate. This session discusses the hybrid deployment approach with Oracle Enterprise Performance Management and details the options and solutions available to customers.

St. George B-D
1:00 p.m.
1:50 p.m.
Sponsored by:
2:00
p.m.
The Modern Project Driven Organization
Adam Schauer,Global Controller, American Well
Will Vessels,Manager of Financial Systems & Information, Lightower Fiber Networks
Colleen Baumbach,Vice President, Applications Development, Oracle

Are your projects delivering expected business outcomes? Tightening budgets, demands for greater insight, and emerging technologies present challenges to optimally delivering projects. Join this session to learn how organizations are leveraging Oracle's Cloud solutions for project management to change the way they manage people, projects, and business outcomes.

Essex North
2:00 p.m.
2:50 p.m.
2:00
p.m.
Digitizing the Financial Supply Chain
Tom Anthony,Vice President, Procurement Product Strategy, Oracle

Modern procurement organizations are continually challenged to hold the line on costs. Accordingly, they must increase their influence over company spending and ensure they manage the procure-to-pay process with greater efficiency. Join this session to learn how Oracle Procurement Cloud leverages best practices for procurement and finance professionals to streamline the procure-to-pay process, speed vendor invoice processing, and capture available early payment discounts.

Essex Center
2:00 p.m.
2:50 p.m.
2:00
p.m.
Top 5 Business Benefits of a Complete Cloud Suite
Lisa Schwartz,Senior Director Cloud Applications Product Marketing, Oracle
Aylin Uysal,Senior Director, Oracle Applications User Experience, Oracle

Only Oracle has the most complete cloud suite in the industry, but why does this matter to you? In this session you'll learn about the 5 simple reasons why a complete cloud suite and application usability could be a turning point for your business, and learn from customers why a complete cloud delivers innovation and profitability faster than ever before.

Staffordshire
2:00 p.m.
2:50 p.m.
2:00
p.m.
Financial Budgeting, S&OP Plus In-depth Cost Analysis: The New Integrated Business Planning
Stephen Dawson,Vice President of Finance, Global Business Finance, Oracle
Jim Heatherington,Vice President of Sales, AVATA
Chris Hutton,Director of Business Operations, Carbon
Eric Domski,Vice President, VCP & VCE Applications, Oracle

Rising pressures to manage costs, broaden product portfolios and enter new markets are driving the need to better understand the financial implications of supply chain decision-making. A critical component of change strategies for improved profits and margins is tight control of costs. By integrating cost analysis tools independently or part of your Integrated Business Planning process, you can analyze the impact to the profit and margins of your product line for such cost variations, inventory valuations, etc. Traditional sales and operations planning (S&OP) comparing against top down financial targets is insufficient at providing business leaders with real insight to make the operational and financial trade-offs of critical supply, demand, labor, product costing decisions. Top-performing companies are moving beyond traditional S&OP to more integrated business planning (IBP) in order to confront this challenge, using ERP and EPM Cloud, Cost Management Cloud and together with planning applications to achieve the ultimate insight into the enterprise.

Essex South
2:00 p.m.
2:50 p.m.
2:00
p.m.
Collaborative Reporting: Leveraging Personal Productivity Tools to Realize Collaborative Results
Al Marciante,Senior Director, EPM Product Management, Oracle
Approved for the following recertification credit by the Association for Financial Professionals: CTP: 1.0 credit FP&A: 1.0 credit

In today's Digital Age, the ability for management to clearly explain the quality and sustainability of corporate performance has become more important than ever. Yet, collaborative reporting processes, such as creating Annual and Quarterly Reports, Board Books, and regulatory filings remain manual and ad-hoc. Hear how customers are leveraging personal productivity tools (e.g., Word and Excel) to combine data plus narrative in a single, secure, collaborative cloud environment for better enterprise reporting.

St. George B-D
2:00 p.m.
2:50 p.m.

Michelle Alfonso is the Vice President Controller at OpenX, an advertising technology firm based in Pasadena, CA. She is a CPA with a passion for developing small cap companies and taking them to the next level. Having worked in a broad range of companies (Big4, to private, to SEC companies) and industries (technology, financial services and media), her experience covers all aspects of accounting, including technical accounting research, SOX compliance, financial reporting, consolidation, foreign currency, and system implementation.

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.

Tom Anthony is responsible for the strategic direction of Oracle Fusion Procurement solutions. Tom has over 20 years of procurement software experience and has delivered solutions to leading companies in the financial services, healthcare, government, utilities, consumer packaged goods, high tech and industrial industries. He joined Oracle from PeopleSoft in 2005 where he had spent the previous seven years responsible for PeopleSoft Supplier Relationship Management product strategy.

As the CEO and Co-Founder of The CFO Alliance, Nick is responsible for creating and facilitating meaningful dialogue and connections amongst members, partners, and the business community at large.

Over the past 20+ years, Nick has been able to bring his unique ability of "making connections that count" to finance executives and business leaders across the US and Canada. Nick is a catalyst in creating and executing action steps that lead others to success. He serves as "the voice of the CFO community," representing the more than 6,000 Members of The CFO Alliance.

Nick is a regular speaker at CFO conferences, has appeared on Bloomberg, and is called upon by the press for commentary on the opportunities and issues that drive the global economy. Nick prides himself on his selfless approach and enjoys hearing of success stories long after connections are made.

David Axson is a Managing Director with Accenture Strategy and leads the firm's global CFO Strategies practice. He has more than 30 years experience working with clients in more than 40 countries specializing in strategy, finance, and technology. He is the author of a number of books including The Management Mythbuster (Wiley 2010) and Best Practices in Planning and Performance Management (Wiley 2003).

Prior to joining Accenture, David was a cofounder and Chief Operating Officer of The Hackett Group where he developed many of the firm's market-leading benchmarks and also helped lead the company from start-up to IPO during his 12 years with the firm. He also served as Head of Corporate Planning at Bank of America and prior to moving to the U.S. in 1991, David worked for A.T. Kearney, Deloitte, Haskins & Sells, and Lloyds Bank in London, England.

Indy Bains is the Senior Director of ERP Cloud Go-to-Market at Oracle, where he is responsible for marketing ERP cloud solutions to all market segments. Indy has held roles as both a Finance and HR practitioner and has also led solution consulting teams across many industries. He has dedicated a big part of his professional career to helping hundreds of organizations evaluate financial management and HR solutions to fit their business needs. Indy's broad and deep background in enterprise applications, cloud leadership and future technology trends, makes his insights both compelling and inspiring for all audiences.

Colleen Baumbach is Vice President, Applications Development at Oracle. Colleen leads the product management and strategy teams responsible for applications that enable project centric companies to align their corporate objectives with operational delivery.

Colleen brings more than 25 years of experience in the software industry to Oracle's development organization, and joined Oracle in 2000. For the last 10 years she has been responsible for driving strategic direction for Oracle's Project Portfolio Management solutions. She spent 5 years in Oracle's consulting practice, working closely with global customers to align their business applications strategies.

Andrew Boucher is the Vice President of Financial Planning and Analysis and Western Alliance Bancorporation. He has over 30 years of experience in the financial services industry in the areas of strategic financial planning, treasury and asset/liability management, M&A, and financial/operational analytics.

He has demonstrated success in transforming financial processes at MBNA/Bank of America, Asta Funding, and Western Alliance Bancorporation. This includes the implementation of Hyperion Planning at MBNA and Oracle EPM Cloud at Western Alliance. Andrew holds an MBA degree in investment management from Drexel University and a BA degree in Accounting from Penn State University.

Matt Bradley is currently the Senior Vice President, Product Development for Enterprise Performance Management at Oracle.

Matt is an experienced executive with global hands on experience running large and small teams in product strategy and engineering. His current role covers Oracle's EPM footprint – Planning, Budgeting and Forecasting, Financial Consolidation and Management Reporting, delivering both SaaS-based solutions as well as for the more traditional on premise based deployments. He joined Oracle in 2007 as part of Oracle's Hyperion acquisition.

As a VP, Product Development at Hyperion Matt helped led the charge in establishing Hyperion as the market leader within EPM. Prior to joining Hyperion in 2000 Matt held several development lead positions at various Medical Information companies supporting EMR, Casemix Analysis, Decision Support and related subjects.

Matt and his family moved from Ireland to the Bay Area back in 1993. Matt holds a degree in Computer Science from Queens University, Belfast. After graduating in 1989 he started his career in information technology at Oracle.

With over 12 years of diverse management experience, Catherine Chan is the Manager of Global Financial Planning and Analysis at Velcro where she oversees the organization's financial forecast systems and is responsible for corporate financial planning, management reporting, and performance measurement. She is an accomplished planning and analysis professional and a recognized transformational leader who drives operational excellence and performance improvement.

Steve Cox leads go-to-market strategy for Oracle ERP Cloud and Oracle EPM Cloud. Steve joined Oracle in 1997. Prior to his current role, he held various management positions within Oracle product marketing, consulting, and development. He holds a master's degree in business administration from the University of Bath. He is the author of Modern Best Practice Explained, an ebook articulating the next generation of business processes needed by organizations embarking on digital transformation.

Steve Dalton is a CPA who leverages his accounting, audit and business process domain expertise to bring to market Oracle's global enterprise ERP software cloud solutions. Steve has worked with Fortune 500 companies to achieve their goals during GRC and financial close software implementations. Steve previously delivered successful financial application releases at Oracle by providing strategic and hands-on product management services.

Steve started his career resolving audit risks during financial statement audit engagements. Steve was a Controller for a medium-sized law firm. Steve also helped organizations enhance and strengthen their financial processes and internal controls.

Stephen Dawson is Vice President Finance for Converged Infrastructure, Hardware Development and Hardware Supply Chain at Oracle. He joined Oracle in 2014 after more than 20 years in operations and finance leadership roles in medical, semiconductor, technology and supply chain leaders Abbott Laboratories, Advanced Micro Devices and Flextronics. Stephen holds a BS Industrial Engineering from the University of Arizona and an MBA from the University of Texas.

Lara Deen is the Vice President and Strategic Process Owner for Global Revenue Recognition at Oracle Corporation. She joined Oracle over 17 years ago as an analyst in Oracle's finance organization and now leads a team of over 90 professionals across 8 shared service centers in the US, EMEA, Asia, Romania, India, and China. She has a broad knowledge of finance, accounting, revenue recognition, mergers & acquisitions, and a proven track record of leading high risk functions and high touch and high performance teams through corporate growth and change. Lara is also leading Oracle's adoption of ASC 606, Revenue from Contracts with Customers. Prior to joining Oracle, Lara began her career working as a CPA in audit and assurance for PriceWaterhouse Coopers. She graduated from Chico State University with a BS in Business Administration with an emphasis in Accounting and Management Information Systems.

As North America VP for Supply Chain and Logistics, Eric Domski has been instrumental in developing an integrated approach between top down Financial Planning through Supply Chain Finance against Supply Chain Operations. With 25 years of experience from consulting through global development and industry lead, Eric has had the opportunity to work with companies across all industries and sizes aligning budgetary goals and targets with operational realities. The inclusion of deep Cost Analytics and simulation to the traditional Finance and S&OP story rounds out the entire Integrated Business Planning conversation. With a BS in Industrial Engineering from Penn State, Eric's background includes plant management, 5 years at Manugistics, 12 years at SAP and now 9 years at Oracle.

John Doyle is Oracle's Vice President of Deal Management, responsible for global contracting and business approvals process across Oracle's 80 contracting entities and 25 languages. John has been with Oracle for 17 years, and has worked in various roles focused on business process transformation, acquisition integration, shared service centers, automation, as well as business analytics. Recently, John has focused on Oracle's Accelerated Buying Experience, making purchasing Oracle's cloud services fast, flexible, and easy for its customers. John graduated from Boston College with a B.A. in English and a concentration in General Management.

Chad A. Eckes, Executive Vice President, Corporate Services & Chief Financial Officer joined Wake Forest Baptist Medical Center in March 2014.

Chad provides leadership in the areas of Finance, Managed Care, Corporate Revenue Cycle, Human Resources, Information Technology, Enterprise Information Management/Data Analytics, Enterprise Project Management, and Facilities functions. His Finance duties include reimbursement & revenue, financial reporting, financial planning and analysis, budget & financial operations, divisional finance, investor relations, and treasury.

As Executive Vice President of Corporate Services, he and his team provide integrated Corporate Services support for Wake Forest Baptist Medical Center's operations and ensure alignment with the strategic plan. As Chief Financial Officer, he develops and implements long- and short-term financial strategies to ensure the sustainable growth of the Medical Center.

Prior to joining Wake Forest Baptist Medical Center, he was the Chief Strategy Officer for a national for-profit health system. Previously Chad held Chief Information Officer, Vice President, Director, and Controller positions within healthcare, insurance and consulting companies. As a Project Manager by trade, Chad has been responsible for over 3 million project hours and has earned the distinguished Project Management Professional certification.

He holds a bachelor's degree from the University of Wisconsin-Oshkosh, a master's certificate in project management from Wisconsin-Madison and an M.B.A. from Wisconsin-Whitewater.

Katie Eure is a CPA with 15 years of retail industry experience. As Director of Finance at Alex Lee, Inc., she has been responsible for managing an accounting department, financial reporting and accounting process design and implementation. Most recently she has managed the implementation of Oracle Cloud Financials.

Kimberly N. Ellison-Taylor, CPA, CGMA, is chairman of the board of directors of the Association of Certified Public Accountants for 2016-2017, and the global accounting strategy director for the financial and professional services industries at Oracle. Previously, Kimberly served as the global practice team leader for U.S. Department of Health and Human Services. Prior to Oracle, she held leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center, Motorola, KPMG, and Prince George's County Government. Kimberly is a past chair of the Maryland Association of CPAs, and has served on many of its committees, including the New Young Professional Network and Tomorrow's CPA.

She received her bachelor's degree from the University of Maryland, Baltimore County; an accounting certificate from the Community College of Baltimore County; an MBA from Loyola University; and a master's of science in information technology and Chief Information Officer Certificate from Carnegie Mellon University.

J. Michael Gower is the Executive Vice President for Finance and Administration & University Treasurer at Rutgers, The State University of New Jersey, and was formerly Senior Vice President for Finance. Michael is the Chief Financial and Budget Officer for the University and is responsible for financial management, planning, and systems; he is responsible for the financial integration of former units of the University of Medicine and Dentistry of New Jersey (UMDNJ) into Rutgers. He also oversees Human Resources and Information Technology through the respective Senior Vice Presidents and provides coordination with the Senior Vice Presidents for Enterprise Risk Management, Ethics, and Compliance. Michael is the primary executive liaison with the Finance & Facilities Committee and the Committee on Audit of the Board of Governors and with the Joint Committee on Investments of the Board of Governors and Board of Trustees.

Prior to Rutgers, Michael was Vice President for Business Affairs and Chief Financial Officer at Yeshiva University where he was responsible for business management, human resources management, procurement services, and student financial services. Previously, Michael was Vice President for Finance and Administration and University Treasurer at the University of Vermont, and he was a higher education management consultant for PricewaterhouseCoopers. He spent ten years at Duke University Medical Center where he held various positions including Assistant VP for Finance, Associate Chief Financial Officer (CFO of the School of Medicine), and Director of Financial Planning and Systems. He held earlier accounting and financial management roles at Cornell University and Duke University.

Michael is past Chair of the Board of Directors for the Eastern Association of College and University Business Officers (EACUBO). He is the former chair of the Research Universities Council, the constituent group for business leaders at research universities, for the National Association of College and University Business Officers (NACUBO); he is now a member of NACUBO's Board of Directors. He received NACUBO's 2008 Professional Development award for his contributions to professional development for higher education management.

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.

Amy Guay began her career with Partners Health Care System progressing through various positions in financial operations, gaining experience in budgeting, financial modeling, revenue cycle management, and financial information systems.

After serving five years at Partners, Amy joined the health care consulting division of Freely & Driscoll, P.C. She led client engagements and consulting teams evaluating and executing financial performance improvement initiatives for various health care organizations. She led long-term strategic financial planning and operational assessments, including multi-year forecasts, evaluation of proposed programs, alternate operating structures and benchmarking to better measure and improve performance. She also conducted compliance reviews to ensure federal and state regulatory adherence. Amy served as a thought leader resource to her clients through numerous speaking engagements and hosting of roundtable discussion on emerging topics in health care management.

Amy then moved into the position of Senior Director of Finance and Revenue Operations at Boston Medical Center Faculty Practice Foundation. In this role she was responsible to the Foundation Board of Directors to oversee financial operations for twenty-two business units comprising the Foundation. In addition to the preparation of annual operating budgets and monthly financial statements she performed financial modeling of proposed business ventures, evaluation of various physician compensation plans, ensured proper charge capture, coding, and management and optimization of the revenue cycle process.

She was recruited back to Partners Health Care System as the Chief Financial Officer of Pentucket Medical Associates (PMA), based in the Merrimack Valley. In this role she oversees all financial operations and staff, Central Business Office functions, including the entire revenue cycle operation. In her role she negotiates contracts with vendors and manages funds flow between Corporate and PMA.

Ms. Guay currently holds the position of CFO at the Harvard Medical Faculty Physicians, the physician group associated with the Beth Israel Deaconess Medical Center. HMFP is composed of several 501C3 corporations and has an annual operating budget in excess of $600M.

Amy holds an MPH from Boston University and also holds a bachelor's degree from Bentley University and is a Fellow in the Healthcare Financial Management Association and the current Chair of the Finance Group for the Academic Physician Practice Administrative Directors. In addition, Amy holds the CHFP and ACMPE designations.

Trevor Hammond has over 17 years of experience with Oracle ERP, HCM and EPM Products and 12 years of Business Development, Oversite, and Program Management in the Oracle world. With KBACE, Cognizant's dedicated Oracle Cloud organization, his primary focus is delivering and overseeing Oracle Cloud implementations across multiple industries driving the human resources, record to report, project to profit, order-to-cash, and procure-to-pay business flows. Trevor is also a thought leader working with Oracle Centers of Excellence on the emerging topic of Multi-Pillar Cloud Implementations.

Rick Hargarten heads Financial Governance and Compliance at Oracle. He leads a global team that assesses financial reporting risks, partners with business units to develop control processes, continuously evaluates the scope and effectiveness of compliance programs, monitors strategies to remedy control deficiencies, and reports status to the Board and executive management. He provides leadership and technical guidance for Oracle's compliance with PCAOB, Sarbanes-Oxley (SOX), and other country financial control requirements.

Prior to joining Oracle, Rick gained diverse experience in a number of financial and risk management roles in industry, including financial system implementation, financial planning and analysis, technical accounting and financial reporting, business assessment and audit, as well as assurance services with Ernst and Young.

Rick is a Certified Public Accountant and holds Master in Professional Accounting and Bachelor of Business Administration degrees from the University of Texas at Austin.

Brian Hargreaves is Vice President of Financial Systems Hilton Worldwide where he oversees ERP, EPMA and other financial applications and initiatives for the Chief Accounting Officer's (CAO) organization. Prior to Hilton Brian worked in diverse industries including, high tech, media/advertising, telecommunications, and oil & gas. His background is a blend of directly managing all accounting organizations typically within a CAO organization as well as implementing and running multiple large-scale ERP and EPMA applications. Brian holds a BBA in Accounting from Bloomsburg University and is a CPA.

Jim Heatherington is the VP of Sales with AVATA, a 20-year Oracle partner with focus areas in JDE, Supply Chain Planning, and Oracle Cloud. He has played a variety of finance, audit, operations, and consultancy roles in his career, with companies including GE, KPMG, Andersen, and now AVATA. For the past 15 years, he has been dedicated to assisting companies create and sustain a consensus Supply Chain Planning (S&OP) process – leveraging appropriate technologies and with an implementation approach that meets the unique needs of client firms. He has worked in the Chemicals, CPG, Food & Beverage, High-tech, and Industrial Manufacturing industries – in North America, EMEA, and Eastern Europe.

Kevin Hebbel is a Senior Manager at SC&H Group, with over 12 years of experience working in finance, accounting, and consulting. In his current role at SC&H, Kevin manages financial transformation projects related to close consolidation, financial reporting, budgeting, and forecasting processes. Kevin communicates directly with clients' executive management and leads the execution of all phases of project implementations including requirements and design, build, testing, training, roll out, and ongoing support of a wide range of EPM and ERP applications. Kevin has led the implementation and support of business intelligence solutions in a vast array of industries ranging from middle-market to Fortune 500 clients. His experience working in Accounting and FP&A at a Fortune 500 company gives him a unique perspective on financial transformation projects and he uses that knowledge to build great applications for his clients. Kevin is a Licensed CPA, has earned his MBA, and is a highly motivated and innovative leader in the SC&H Group consulting practice.

Mark is a Principal within Deloitte's Strategy and Operations practice. Over his 20 year career in consulting, Mark has focused on helping senior leaders structure their organizations; create strategies and deploy technologies to maximize financial performance using analytics. Mark holds a Master's in Business Administration from the University of California, Berkeley and a Bachelor's from Morehouse College.

Dee Houchen is Senior Director of Product Marketing for ERP applications, which includes ERP Cloud, EBS, PeopleSoft and related products. She joined Oracle in June 2013 from Infor where she was Product Marketing Director for all financial products targeted at the Office of the CFO including brands such as SunSystems, Lawson, EPM, Smartstream, etc. She has worked in the financial applications arena for more than 18 years, in roles from product marketing, product management to sales. Dee rejoined Infor in 2011 following a five-year personal gap to travel and live overseas. She previously worked for Systems Union (acquired by Infor in 2006) and she was responsible for the SunSystems product strategy for many years. Before joining Systems Union, Dee worked in both public sector and commercial organizations as an analyst.

Chris Hutton is the Director of Business Operations at Carbon, Inc. where he oversees the organizations processes and systems and is responsible for Analytics, Forecasting, and Board and Investor Relations. He is a recognized transformation leader who drives operational excellence and performance improvement. He started his career at GE, where he was for almost 10 years in various finance roles around the world before moving to eBay/Paypal for four years. He is a chartered management accountant.

William R. Kager is Vice President, Finance at Hearst Corporation responsible for Hearst's Enterprise Services organization including Finance, Technology, Procurement, HR, and other enterprise activities.

Bill joined Hearst in 2015 from JPMorgan Chase where from 2005 he was Managing Director and Global CFO for Technology, Operations, Real Estate, and Corporate functions.

Previous to JPMorgan Chase, Bill spent over 20 years at General Motors in various capacities including CFO of GM's Global Information Technology organization and head of Corporate Financial Reporting, Financial Planning and Analysis.

Arjun Katyal is a Managing Director in the Financial Services practice of PwC. He currently leads the focus from a Mid-Market Banking perspective, which focuses on advising and executing finance transformation initiatives for the CFO organizations. His focus combines transformation strategy, operating model re-alignment, process re-design, finance systems architecture strategy and business applications implementation. Arjun has extensive experience in managing large, complex, multi-year Finance Transformation & Systems Implementation programs. He effectively aligns to client demands with changing regulatory compliance and performance management needs. He is committed to helping clients achieve an efficient operating environment and effective cost efficiency ratio. Arjun has held a wide variety of roles across industry between corporate and consulting environments with close to 25 years of work experience.

Josh Kamenecka is Group Vice President Sales Consulting, North America ERP, EPM, and SCM Enterprise Business at Oracle. He leads a team of Sales Engineer experts who specialize in selling to the Office of the CFO as well as End to End Supply Chain. Josh is leading the fastest growing cloud business in the industry, helping over 3,000 customers modernize their finance, operations, and technology to meet the challenges of the digital age.

Josh has more than 27 years of experience in the Software and Manufacturing industry helping Global 2000 companies worldwide overcome significant challenges in their respective businesses. Josh started his career in the late eighties working for Xerox, the Document Company, where he held a number of leadership positions in various lines of business. In early 2000, Josh joined Hyperion Solutions where he was responsible for leading a number of technical field teams, then joined Oracle in 2007 when Oracle acquired Hyperion Solutions.

He has an undergraduate degree in Computer Science & Mathematics from University of Rochester and an MBA in Finance, Accounting and Information Systems from the University of Rochester Simon School of Business. Josh resides in Rochester, NY.

Adil Khan is the Managing Director at FulcrumWay, a firm that has delivered Governance, Risk and Compliance solutions to more than 200 Fortune-500 and middle-market Oracle customers in Americas, EMEA and Asia Pacific since 2003. Adil has also authored "Governance, Risk and Compliance Handbook for Oracle Applications" and he serves on the board of the Oracle Applications Users Group (OAUG) GRC Special Interest Group. He has given over 50 presentations on GRC trends, best practices and case studies at many industry conferences including Gartner GRC Summit, IIA, ISACA, Collaborate and Oracle OpenWorld. Prior to joining FulcrumWay, Adil served as the Chief Executive Officer and board member at Alternate Marketing Networks, Inc. a NASDAQ listed company where he was responsible for growth strategy, financial restructuring, and corporate governance. Adil has also worked for Oracle Corporation, a Big-4 audit firm, and several startups to gain 25 years of combined experience in enterprise software and risk management services. He graduated from Virginia Tech University in 1987 and the executive MBA program at University of Texas at Dallas in 1993-4.

Mary Kilmer is a leader for Oracle Healthcare supporting strategy, solutions, acquisitions, and roadmap. She works with customers, Industry leaders and Washington lobbyists to ensure Oracle solutions are relevant and supportive of the industries' focus and mission.

Mary focuses on the entire provider and payer footprint and business processes including applications and technology with a specific focus on HCM, ERP, and Budgeting, Planning, and Costing. Mary is the liaison to Oracle's development in support of healthcare for Oracle's portfolio of applications. She is the point for solutions for operational efficiency, shared services, talent management, and care costing.

She is the on the Board of Oracle's Healthcare Industry User Group, an over 4800 member customer-owned Oracle application user organization and sits on numerous hospital steering committees as Oracle's liaison for their implementation and roadmaps. She has worked closely with many of the over 600 providers to insure they improve their business processes and get the greatest value from their applications. Mary is also currently leading Oracle Healthcare's messaging and solution for Oracle Cloud solutions for healthcare.

Mary is a sought after industry expert and is a frequent speaker at industry events and has written numerous white papers supporting Cloud solutions. She has contributed to articles and webinars for HIMSS, Modern Healthcare, Fierce Healthcare, and other publications.

She has over 40 years experience in the provider industry as a nurse, hospital executive and consultant. She has been with Oracle for over 16 years helping support its growth in the industry.

Steve Kish is Managing Director at Huron. Steve has more than 25 years of consulting and project management experience in Human Capital Management, Financial, and Student System ERP implementations in Higher Education. His most recent roles have been as an executive sponsor on some of the largest and most complex system implementations in Higher Education.

Christina Kite is vice president of finance at Oracle, currently serving as global finance business partner for the North America Technology Division. She brings to Oracle more than 20 years of experience with Fortune 50 and government organizations, including positions as senior vice president of strategy and operations at the Federal Reserve Bank of New York, CFO of the corporate real estate division at Goldman Sachs, and vice president of finance at Cisco. In 2007, Christina was identified by Treasury and Risk Management Magazine as one of the top 100 people in Finance, and one of the top 25 Security executives by Security Magazine. Christina graduated cum laude with a B.S. in Management Science and holds an MBA from the Sloan School of Management at MIT.

Melissa Kullander is the Vice President Finance, GBF Operations and G&A at Oracle where she is responsible for all budgeting, forecasting and analysis for G&A globally. In her operations role, she focuses on GBF transformation, training, communication and recruitment practices. Melissa combines solid academic success with over 19 years of finance, operations, acquisitions, audit, compliance and business transformation experience in Fortune 500 companies. In her previous role as VP of Global Finance at Hitachi Data Systems, she provided leadership in execution of multinational acquisitions, global cost reduction and process improvement. Prior to Hitachi, Melissa held progressive roles in Honeywell and Freescale Semiconductor, largely involving in BU finance leadership. Melissa holds a B.S in Finance from Arizona State University and a MBA in International Management from Thunderbird. She is also Six Sigma Greenbelt Certified and DFSS trained.

Luis Licea has worked in the Internal Control department at Femsa since 2006. He has a bachelor's degree in accounting, he decided to study this based on his hobby of analyzing different kind of information and the results obtained from it. His experience in Internal Control Audits has inspired him to learn and try to find new tools that add value to his activities and the company´s. Fan of all new technologies, passionate about information and analyzer tools and always open mind to find better and more effective business practices.

Loren Mahon is responsible for driving the internal use of Oracle applications and partnering with development, IT, and lines of business in defining best practices around the use of applications and in designing operations to maximize efficiency, effectiveness, customer service, internal controls, and data integrity. She has spent the last 27 years at Oracle managing various functions within Oracle finance including North America finance, contracts, incentive compensation, FP&A, projects administration, order management, license management services, and customer data administration. She is a frequent speaker on Business Transformation, Finance Best Practices, and Shared Services. Prior to joining Oracle, Loren spent nine years in various analyst roles at several public sector and non-profit organizations. She holds Masters Degrees in Applied Anthropology and Business Administration. She is currently on the Committee for Finance and IT and the Board of directors for FEI and a member of the Silicon Valley FEI chapter.

Al Marciante is Oracle's Senior Director of Product Management for Oracle Enterprise Performance Management. Al has nearly 30 years of experience in the financial and enterprise performance management space, beginning his career as a Financial Information Technology professional for a leading electronics and communication company. He implemented applications for the accounting and finance organizations. In 1994, he spearheaded a project to produce consolidation financials, fully burdened profit and loss analysis, and budget reporting that was based on Oracle Financials, custom Oracle development and Arbor Essbase. In 1997, Al moved to a solution consultant role with Arbor, where he helped many customers in the Southern US states achieve significant value purchasing and implementing OLAP and Analytic Applications In 2000, after Arbor and Hyperion software merged to become Hyperion Solutions, Al moved to a Product Management role, and quickly moved to a leadership role in the Product Management organization, and through the decade participated in driving new solutions in the Enterprise Performance Management space. He has since led PM teams not only in the Essbase organization, but also in Hyperion Planning, Hyperion Profitability and Cost Management, Smart View, Financial Reports, Crystal Ball and Disclosure Management. Al is now responsible for Oracle EPM reporting tools and technologies. He had spearheaded new initiatives for Oracle EPM Cloud, including a service focused on collaborative narrative and cross cloud reporting called Oracle Enterprise Performance Reporting. He also leads the EPM infrastructure PM team.

Neil Martucci is Senior Vice President and Controller of ConnectOne Bank. In his role he oversees the finance/accounting teams as well as the internal controls of the Bank. He has over 20 years of experience in Finance including CFO of a publicly traded pharmaceutical company and VP and Partner of a Wall Street Investment Bank.

As Oracle's Senior Director of Oracle Financials Development, Seamus Moran monitors accounting compliance worldwide (US GAAP, IFRS, transaction regulations, currency adoptions). He also discusses with customers and partners how Oracle product can be deployed to best deliver accounting compliance.

Recently, Seamus has been helping prepare Revenue Management, designed expressly to help you comply with ASC 606 and IFRS 15 both on the Cloud and in EBS.

Seamus joined Oracle Development in 1996, after a 25 year career in corporate and local controllership and external reporting in several European countries and in the USA. He did his public accounting in London, and his CPA in California.

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.

Tina Nguyen is a Senior Manager, Finance in the Service Excellence organization, whose vision is to "drive accounting organization adoption of best practice capabilities and tools to enable strong business partnerships and optimize end-to-end processes." Her role involves partnering with the business to align their goals to accounting and system strategy and roadmap.

Tina has been at Qualcomm for 18+ years and has been involved in various strategic initiatives from establishing offshore global accounting service centers, performance management and system implementations leveraging Oracle Cloud and on-premise. With her accounting, finance, and business process background at Qualcomm, she is currently assisting to setup the Service Excellence organization as part of the Global Accounting Strategy Project. Service Excellence capabilities are processes and roles that will help the organization run with a part focus and performance mindset.

Ash Noah, Vice President CGMA External Relations at the American Institute of CPAs (AICPA), focuses on introducing, promoting and widening awareness of the Chartered Global Management Accountant® (CGMA) designation among organizations worldwide. He works closely with the Chartered Institute of Management Accountants (CIMA) and acts as a liaison to the CFOs and CEOs of Fortune 1000 companies and other significant organizations.

Ash has previously served as CFO of the International Unit of the global transport and logistics provider, TNT Express, and has led finance teams in 45 countries through significant transformation. While at TNT, Ash worked with CIMA to help build Business Partnering competencies in the finance function. He has been closely involved in mergers and acquisitions in Brazil, Chile, India, and Spain. He has also led a number of business turnarounds in the Middle East, Africa, Australia, Northern Europe, and Asia.

Ash is a licensed US CPA CGMA and a Fellow of the Chartered Institute of Management Accountants. He is currently based in Durham, North Carolina.

Michele Norin is the Senior Vice President and Chief Information Officer at Rutgers, the State University of New Jersey. As the institutional leader for technology in a highly complex environment, her primary responsibility is to provide leadership in the strategic adoption and use of information technology in support of the University's vision for excellence in research, teaching, outreach, and lifelong learning. Michele serves as the University's primary advocate and spokesperson for IT strategies and policies; defines and communicates a campus-wide vision for technology; and provides campus-wide oversight for IT-related issues and strategic planning. She also works closely with Big Ten Academic Alliance peer institutions, CIO Research 1 CIO Colleagues in representing RU's IT strategies and partners with the chief information technology officers within the northeast region to achieve synergies in IT. Michele has a Bachelor's degree in MIS from the University of Arizona and a Master's degree in Educational Leadership from Northern Arizona University. Her career entails 29 years of experience in the field of technology spanning from administrative systems programming to campus IT leadership and strategic planning.

Maryellen Papelian is Director, Enterprise Architect at bluebird bio. Maryellen is a proven IT leader with successful track records within a vast array of organizations from consumer goods to Pharma/Biotech. She is responsible for digital transformations of business processes and enterprises for G&A functions, has functional expertise, a high exposure to fundamental and innovative business processes, and a strong passion about automation and digitalization. As a highly motivated senior-level professional, Maryellen has extensive leadership and business process experience with HR, Supply, Manufacturing, Quality, and Finance.

Philip Peck is the Vice President, Advisory Practice Lead for Peloton Group and brings over 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and business analytics assessment efforts, process transformation, and optimizing technology investments to enable superior performance. He has led numerous process improvement and finance transformation projects for global companies across various industries that span scorecard development and implementation, management reporting and analysis, budgeting and forecasting, information management business requirements, and business transformation roadmap development. Philip is a frequent speaker on planning and performance management subjects and a recognized industry thought leader. He currently serves on the FP&A Advisory Council for the Association for Financial Professionals (AFP).

Prior to working for Peloton, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader in the Planning and Performance Management Group for Answerthink Consulting. Prior to entering consulting, Philip worked in various business planning, finance, strategy, and sales operations capacities for Chicago area companies including Océ-USA, Ameritech, Apollo Travel Services, and RR Donnelley & Sons.

He holds degrees In Industrial Management from Purdue University and a Master of Management from the Kellogg School of Management at Northwestern University.

Elisabeth Pinekenstein has more than 15 years of experience in Management Accounting and Finance leadership. For the last 10 years her focus has been on finance technology, process reengineering and project management. Elisabeth launched AICPA's Oracle Cloud HCM system in September 2015 and will go live with Oracle Cloud ERP in June 2017.

Hari Sankar is responsible for product management of Oracle's Enterprise Performance Management products. Hari has been in the enterprise software technology and applications space for more than 20 years. In his current role at Oracle, he leads a team responsible for product strategy, definition, delivery, and go-to market activities of Oracle's industry-leading enterprise performance management applications.

Early in his career, Hari worked in product management for the Oracle database server and data warehousing products. Subsequently, he was Vice President of Products at Epiphany, a pioneer in CRM analytics applications. He also founded and ran a software startup prior to his return to Oracle.

Hari holds a Bachelor's degree in Electrical Engineering from the Indian Institute of Technology, Madras. He also holds a Master's degree in Business from the Indian Institute of Management, Calcutta, and a Masters degree in Engineering from Purdue University.

Drew is a Principal with Deloitte Consulting LLP. He has 25 years of experience applying his background in finance to managing system- and process-focused engagements that encompass scoping, planning, redesign, and implementation of enterprise-wide information systems for companies in a variety of industries. He leads the National Revenue Recognition initiative for Deloitte's Oracle practice.

Theresa Scavone has over 12 years of finance and accounting experience in start-up and fast growth companies. As Giner's controller, she oversees strategic financial planning, organizational development, process definition and improvement, and project planning and execution, among other areas. Prior to joining Giner, Theresa held positions at Ulvac Technologies, FusionStorm, Open Mile, and ZipCar. Theresa graduated magna cum laude from Fitchburg State University with a bachelor's degree in business administration, with a concentration in accounting.

Lisa Schwartz is a Senior Director for Oracle Cloud Applications Product Marketing who leads a team to develop Oracle's global cloud go-to-market strategy and content.

Lisa has practical and diverse experience spanning several decades in technology; that includes applications programming in ERP, SCM, CRM, managing large IT departments, data centers, contact centers and international networks. She has also managed engagement teams for large consulting firms such as Accenture and Hitachi Consulting to bring about digital transformation and change management for their clients. In addition, Lisa is a published author with many articles in Forbes, and has authored three books on technology, focusing on topics such as user adoption, ROI, customer service and change management best practices. She has an MBA from California State University.

Di Seghposs is Senior Director of Product Marketing at Oracle, where she is responsible for go-to-market strategies for ERP Cloud, Financials, and Project Management solutions. Di is an energetic and disciplined marketing professional with 20+ years of enterprise and retail software marketing experience. Prior to Oracle, Di was the Vice President of Marketing at OnDemand Software (a division of Global Knowledge), where she was responsible for marketing strategy and execution. She was also Vice President of McAfee Retail Division leading the retail sales, marketing, development, and product management teams. Previously she held various marketing roles at Radius and Claris and began her career at Microsoft.

Siddarth Sinha is the Head of Product Strategy and Management for Oracle's Risk Management Cloud. A growing number of organizations use Oracle's Risk Cloud to enable data-driven risk, compliance, security and fraud prevention programs. Sid is responsible for driving the business strategy and product design and leads a team of professional product managers to define the product roadmap and releases.

For more than 15 years, Sid has been developing and deploying business applications. Before joining Oracle, he was a senior product manager for Business Intelligence products at Siebel Systems. Sid earned his MBA from UC Berkeley and has an undergraduate degree in Computer Science.

Luke Sinnen is a Director in the Hyperion Enterprise Performance Management (EPM) and Oracle Business Intelligence (BI) Consulting practice with SC&H Consulting where he oversees Oracle Hyperion software implementation projects. Luke manages the overall financial transformation – creating company-wide budget and forecast models. Luke communicates directly with clients' executive management to control the quality of work throughout a project lifecycle, as well as reviews and adjusts the SC&H Hyperion implementation methodology to reflect updated guidance and best practices. Luke began his career with SC&H Group over fourteen years ago, and has been instrumental in growing the Oracle-Hyperion consulting practice. His background covers the design, implementation, and maintenance of Hyperion applications, with particular specialization in budgeting and planning solutions.

Luke graduated Magna Cum Laude from Villa Julie College with a B.S. in Computer Accounting and Business Information Systems. He has certifications in Hyperion Planning, Hyperion Essbase, and Hyperion Enterprise. Luke is a Licensed Certified Public Accountant (CPA) with a strong accounting and finance background. He is also a member in the Maryland Association of Certified Public Accountants (MACPA) and the American Institute of Certified Public Accountants (AICPA).

In his role as Vice President of Finance for North America applications and managed cloud services, Matt Stirrup has driven the transformation of the global business finance group in North America from a traditional FP&A organization to a true business partnering approach, ensuring better financial decisions are made through business insight. He joined Oracle five years ago as part of the Sun Microsystems acquisition.

Brian Sullivan's career has focused on large-scale, complex, global deployments of various Oracle technology solutions supporting the CX, HR, Financials and Supply Chain business process areas across a variety of industries and has helped more than 70 clients with their cloud migration initiatives. He is currently responsible for providing sales, solution, and delivery support, for driving capability development through resource skill building and asset creation, and for partnering with Oracle on various cloud investment and growth initiatives.

As Vanderbilt University's Vice Chancellor for Finance & Chief Financial Officer, Brett Sweet is responsible for the financial stewardship of the University, including capital and operating budgets, financial affairs and reporting, procurement and debt/treasury management.

Prior to joining Vanderbilt, Brett was dean of administration and finance of Harvard University's Faculty of Arts and Sciences. In this role he oversaw the financial and administrative operations of the Faculty of Arts and Sciences, which encompasses Harvard College, the Graduate School of Arts and Sciences, The School of Engineering and Applied Science and the Division of Continuing Education.

From 2004 to 2008, Brett served as executive vice president of finance and administration and chief financial officer at Baylor College of Medicine. He was responsible for the college's finances, capital markets management, information technology, human resources, facilities, research administration, business operations and investment management.

From 2000 to 2004, Brett was a principal with The Boston Consulting Group in the United States and in Europe, where his emphasis was on competitive strategies and change management in large, multinational organizations as well as academic medical centers and colleges.

Brett, a graduate of the U.S. Naval Academy, earned a master of business administration from Harvard University Graduate School of Business Administration.

He spent five years as a nuclear submarine officer in the U.S. Navy and served as a special projects officer with the National Security Agency.

Matt is currently the Head of Finance Business Architecture 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.

Jennifer Toomey is Senior Director of Product Marketing at Oracle, where she focuses on enterprise performance management (EPM) and cloud. In this role, she is responsible for developing messaging and go-to-market strategies for Oracle's EPM Cloud and Oracle Hyperion applications. Jennifer is a frequent speaker at Office of Finance events and has more than 20 years experience in the high tech and services industries. She joined Oracle from PeopleSoft, where she was responsible for marketing PeopleSoft's Financials, Analytics, and Corporate Compliance product lines. Jennifer has a BA degree from Harvard University and an MBA from MIT's Sloan School of Management.

Aylin Uysal is a Senior Director for the Oracle Applications User Experience team. Her organization is responsible for the user experience in Human Capital Management (HCM) applications. She has been with Oracle since 1999, mostly supporting Human Capital Management, Student System applications, and BI Dashboards. She worked at Silicon Graphics, Inc. and SAP as a User Experience Designer prior to joining Oracle. She has a bachelor's degree in industrial design and a master's degree in computer graphics.

Corey West was appointed Corporate Controller and Chief Accounting Officer of Oracle Corporation in April 2007 and has over 25 years experience in finance, accounting, and executive management. He is responsible for the overall global financial and management reporting. Corey began his career with Arthur Andersen in 1984, as part of the accounting and audit practice. He served clients in a variety of industries for 14 years and left Arthur Andersen in 1998 as a partner. After leaving Arthur Andersen he worked in finance, accounting and executive management positions at RPC, Adecco, Cadence Design Systems, The Gap and Intuit. Corey graduated from the University of Washington with a bachelor's degree in business, accounting and finance concentration. He is a Certified Public Accountant in California.

2017 marks Rich Wilkie's 17th year at Oracle, beginning as a Solutions Consultant at Hyperion Solutions and rising through the ranks of Enterprise Performance Management at both Hyperion and Oracle to his current role of Senior Director, EPM Product Management.

Rich began his career as a Certified Public Accountant (CPA) with Arthur Andersen and later added a Master's Degree in Information Systems. During his career, Rich has helped Oracle increase its lead in the Financial Close domain through continued evolution of its market leading consolidations and close solutions. Rich has helped Oracle constantly evolve existing products, such as Hyperion Financial Management (HFM) or Financial Close Management (FCM), while also bringing new products to market, such as Financial Consolidation and Close Cloud (FCCS) or Account Reconciliation Cloud(ARCS) all with the intent of helping customers solve critical business problems. Rich's contributions help Oracle deliver thought leadership in the EPM domain.

Nigel Youell has over 30 years of experience in business covering a wide range of senior management roles in product development, consultancy services, sales, general management and latterly in marketing. He has worked in end user, management consultancy and software house organizations with both national and international responsibilities. Companies that Nigel has worked for include Hyperion Corp, Comshare Corp, The Strathclyde Institute, Morgan Crucible plc, Marconi plc and Sage plc.

Nigel speaks internationally on Enterprise Performance Management and has also published articles in a number of journals.

Mike is Vice President and Corporate Controller at Thayer Lodging, a leading global hospitality investment company. As Controller, he oversees financial and management reporting, strategic financial planning, internal controls, and process definition and improvement among other areas. Prior to joining Thayer Lodging, Mike worked as the corporate controller at Apple Leisure Group and as a manager at PWC. His experience covers a broad range of companies and industries and all aspects of accounting including financial system implementations. Mike is a CPA and graduated cum laude from Bucknell University with a bachelor's degree in accounting.

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