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Submitted URL: http://tracking.globalgrowthbusiness.com/prod/3ea42a3d-6166-4110-967f-61ea9b1b1e5e/05126ea3-41ab-4f39-8fd0-424688589669
Effective URL: https://worldfinanceforum.co/miami/?msID=05126ea3-41ab-4f39-8fd0-424688589669
Submission: On February 18 via api from CH — Scanned from DE
Effective URL: https://worldfinanceforum.co/miami/?msID=05126ea3-41ab-4f39-8fd0-424688589669
Submission: On February 18 via api from CH — Scanned from DE
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* Home * Speakers * Agenda * Day One * Day Two * Partners * Venue * More * Accommodation * Why Attend? * Contact Us * Buy Tickets * Home * Speakers * Agenda * Day One * Day Two * Partners * Venue * More * Accommodation * Why Attend? * Contact Us * Buy Tickets APRIL 20-21 | MIAMI WORLD FINANCE FORUM BUY TICKETS STAY UPDATED Notice: JavaScript is required for this content. STAY UPDATED - WFF MIAMI Fields marked with an * are required First Name * Last Name * Job Title * Company * Business Email * I'm interest in... * * Delegate attendance * Speaking opportunities * Sponsorship & exhibiting If you are a human seeing this field, please leave it empty. 200 finance leaders 25 insightful sessions 14 hours of content 2 engaging days WHY ATTEND? DESIGNED IN PARTNERSHIP WITH CFOS AND FDS FROM THE WORLD'S MOST INNOVATIVE COMPANIES, WORLD FINANCE FORUM IS EXPERTLY POSITIONED TO EQUIP YOU WITH THE KEY SKILLS REQUIRED TO DRIVE YOUR BUSINESS THROUGH THE YEAR AHEAD. Buy Tickets * Learn from finance leaders, uncover new opportunities and understand potential pitfalls. * Discover emerging trends in today's finance landscape. * Grow your network of senior finance executives across North America. * Be the champion of change in your business. SPEAKERS HEAR FROM THESE WORLD-CLASS SPEAKERS TRACIE AHERN CFO TRACIE AHERN CFO Ms. Ahern is Chief Financial Officer for PineBridge Investments responsible for planning, auditing, accounting for, controlling and reporting on the firm’s finances. Ms. Ahern is also responsible for overseeing the firm’s risk governance structure including setting risk parameters to meet internal and regulatory risk reporting guidelines for PineBridge’s global locations. She has over 30 years in the investment management industry, including 10 years of CFO experience with alternative and long only funds. Most recently Ms. Ahern served as an Independent Trustee for the Advisor Inner Circle Trust, a $60 Billion 1940 Investment Trust, as well as an independent director on various alternative funds. Ms. Ahern served as the CFO for Soros Fund Management from 2007-2015, where she managed the Treasury, Operations, Fund Administration and Management Company finances, chaired the Valuation Committee and was a member of the Management, Capital Allocation and Risk, Brokerage and Retirement Committees. Prior to that role, she was Vice President of Capital Markets Accounting for Freddie Mac, and also held senior positions at Lord, Abbett & Co., Deutsche Bank and Goldman Sachs Asset Management. Ms. Ahern is a CPA and received an MBA in Finance and International Business from the Stern School of Business at New York, University and a BS in Accounting from Manhattan College. DANIEL ECHEVERRI CFO DANIEL ECHEVERRI CFO Digital and finance transformation leader, Daniel is an Engineer from the Antioquia School of Engineering, holds a master’s degree in Finance from the EM Strasbourg Business School, as well as an MBA from the School of Administration, Finance and Technological Institute (EAFIT) in Colombia. He also has a master’s degree in Business Excellence from HEC Montréal, and studied Mergers and Acquisitions at the Stanford University Graduate School of Business. Daniel began his career in the automotive industry in 2011 when he joined Sofasa (Automotive Manufacturing Society) —Colombian company in charge of assembling Renault automobiles in that country— where he worked for 4 years to later enter Renault in 2015 as Performance Manager and Executive Secretary. Echeverri also served as Executive Secretary for the Americas in the brand from 2018 to January 2020, month in which he expatriated to take over the Financial Direction of the subsidiary in Mexico. ILANA ESTERRICH CFO ILANA ESTERRICH CFO The American Coatings Association (ACA) is a voluntary, nonprofit trade association working to advance the needs of the paint and coatings industry and the professionals who work in it. The organization represents paint and coatings manufacturers, raw materials suppliers, distributors, and technical professionals. ACA serves as an advocate and ally for members on legislative, regulatory and judicial issues, and provides forums for the advancement and promotion of the industry through educational and professional development services. TERRA FENWICK CFO TERRA FENWICK CFO Terra Fenwick has been a financial leader for more than 15 years and demonstrates skills in business analysis and operations. She supports financial growth through the practical application of strategies that achieve corporate objectives. Leveraging technologies that provide transparency into the business, Terra streamlines the delivery of information that supports long-term success. She has led numerous process improvement initiatives that maximize profit Terra has worked with numerous ERP systems, most recently she’s worked with SAP technology for the past 10 years and uses SAP S/4HANA every day as part of Utegration’s financial operations. Known for inspiring collaboration, Terra fosters a team environment characterized by ongoing communication. She also works cross-functionally to generate consensus among business office functions and operations. She has been successful by engaging with others, being open to new ideas and making sure that information is shared to support the decision-making process. Terra is originally from Maryland and has lived in Houston, TX since 2010. During that time, she spent two years in Sunnyvale, CA. She is the mother of four and Mimi to five grandchildren. She loves to travel and spend cooking for family and friends. JUAN D GOMEZ Senior Vice President, Finance & Operations JUAN D GOMEZ Senior Vice President, Finance & Operations Juan recently joined TalkSpace as Senior Vice President of Finance and Operations where he will lead the finance organization to enable growth after their recent public debut. Previously, he spent over 16 years in Johnson & Johnson, where in his last role he led the finance organization for the Immunology R&D and Global Commercial organizations. Through his tenure at J&J he provided finance and strategic planning leadership for the pharmaceutical business in Latin America and global groups. Prior to J&J he worked in the Banking industry in Risk Management and Strategic Planning, as well as in small enterprises. He has always seen finance teams as strong business leaders and talent developers for the entire organization. Juan is native of Colombia, currently resides in US, and has lived in Canada and The Netherlands. He holds a BSc in Business from EIA (School of Engineering of Antioquia), a MBA in Finance from RSM Erasmus University, and completed the CFO Program at Columbia Business School. MIGUEL EDUARDO JUAREZ-MENDIETA Senior Director, International Tax MIGUEL EDUARDO JUAREZ-MENDIETA Senior Director, International Tax Skilled in International Tax, Mergers and Acquisitions, Tax research and Planning, Tax compliance, Audit of Financial statements, Budgeting and Finance. Strong accounting professional in US GAAP, IFRS, Mexican GAAP and local GAAPs in Latin America, 20+ years of experience in Finance. MBA from Florida International University; Certificate in Business Administration focused on Accounting and Finance from Georgetown University; Professional certificate in International Taxation from IBFD & Bachelor’s degree from UNAM Mexico, specialized in taxes. Active Member of Tax Executive Institute & American Institute of Certified Public Accountants (AICPA). Honored to be featured in Hispanic Executive Magazine on December 30, 2019, as well as speaker at Baker & Makenzie’s Latin America tax conferences & Connect CFO leadership summit at Quartz Network. PETER KUIPERS CFO PETER KUIPERS CFO Peter Kuipers joined Omnicell in 2015 where he leads the Global Finance, Planning, Accounting, Tax, Treasury and, IT functions. Omnicell (NASDAQ: OMCL) is a global leader in medication management automation technology in the full continuum of care from acute care to non-acute care settings. Prior to joining Omnicell as EVP and CFO, Mr. Kuipers served as Senior Vice President and Chief Financial Officer at Quantcast Corporation, a world leader in applying the power of big data and analytics to digital audience measurement and advertising. Previously he served as Executive Vice President and CFO at The Weather Company (TWC), operating The Weather Channel, weather.com, wunderground.com and its professional services division WSI. Prior to TWC, Mr. Kuipers served in various financial leadership roles at Yahoo!, including for the company’s largest geographical region as Vice President of Finance for the Americas, a $4B business. At Yahoo! he also served as Vice President of Finance for the Global Products division and as Vice President of Finance for International Regions. Previously Mr. Kuipers served in senior financial leadership roles at Altera Corporation, General Electric Company, and Akzo Nobel. He started his career with Ernst & Young in The Netherlands and Seattle WA. He holds a Master’s Degree in Economics and Business Administration from the Maastricht University School of Business and Economics in the Netherlands. He is also a Chartered Accountant in the Netherlands. KEVIN MCDONNELL SVP & CFO KEVIN MCDONNELL SVP & CFO Mr. McDonnell has significant experience as an operating manager helping companies as they transition to the next level of growth, prepare for sale/IPO or are in the process of restructuring. He has had a nearly 35 year career in financial, IT and HR leadership roles, the last 30 years as a C-Level executive. His experience spans multiple industries (technology, consumer products, legal, financial services, healthcare and automotive) with companies at various stages of growth (venture backed, pre-IPO, global multinational, public, pre-Sale, etc.). Working with a company’s management team, he has created shareholder value by establishing a long term plan with operational and financial targets, improving business processes, applying technology to business problems and building excellence within the financial, legal, HR and IT functions. HARISH MENON Senior Director, Strategic Finance and International Programs HARISH MENON Senior Director, Strategic Finance and International Programs Harish Menon leads strategic finance across College Board’s programs and services that connect students to higher education opportunities around the world. His professional tenure spans mission investing, non-profit management, international programs, and management consulting. Since joining the College Board in 2011, Harish has played a key role in strategy, portfolio management, partnership development, and office of the CEO and President initiatives. Harish has forged partnerships with state governments, K-12 schools, higher education institutions, and NGOs, driven access and equity efforts, and leads the College Board’s scholarship program in India. Prior to joining the College Board, Harish was a management consultant with Mitchell Madison Group advising some of the world’s largest companies in education, publishing, manufacturing, and financial services. Harish holds a BTech degree in aerospace engineering from the Indian Institute of Technology, Bombay and a master’s degree in information systems and management from Carnegie Mellon University’s Heinz College of Information Systems and Public Policy. JON PEDERSEN CFO JON PEDERSEN CFO Jon D. Pedersen, Sr. serves as the Chief Financial Officer for HealthPlanOne, a quickly growing company in the Medicare insurance marketplace. Prior to joining HealthPlanOne, Jon was the Senior Vice President and Chief Financial Officer for iHeartMedia Markets Group. In his role he sat on the Company’s Operating Committee, oversaw financial operations and supported sales leadership teams with data analytics and business insights. In addition, he managed the company’s shared services functions including credit, collections, billing, accounting, procurement and accounts payable. Prior to joining iHeartMedia in 2014, Jon was Chief Financial Officer of SNAP Interactive, Inc., a company that develops, owns and operates dating applications for social networking websites and mobile platforms. Previous roles include Senior Vice President – Controller and Vice President – Assistant Controller for Warner Music Group; Chief Financial Officer for WestLB Securities Inc. and Vice President for Global Management Reporting for Goldman, Sachs & Co. Jon holds a Master’s degree in business administration from Columbia Business School and a Bachelor’s degree in business administration with an emphasis in accounting from the University of Connecticut. KELLEY RAINWATER Finance Change & Op Model Design Director KELLEY RAINWATER Finance Change & Op Model Design Director Kelley Rainwater is a Finance Transformation expert with over 25 years specializing in best practices in transformations where extensive organizational design and technology changes are required. She is an expert in how to plan, sequence, redesign and execute operating model changes tied to varying levels of Finance maturity while the technology, regulatory and data landscape is shifting. She has served as the Transformation Lead on large Finance efforts at Symantec, Netapp, and Silicon Valley Bank to name a few. She has served in both internal and external capacities as a Transformation Leader including overseeing the Transformation Practice at Slalom Consulting. Kelley is also the founder of the Institute of Applied Organizational Design & Transformation which provides certificates and courses to functional leaders and change management, org design, transformation, strategy, HR and talent professionals. CHRISTELLE RAMEN CFO, North America CHRISTELLE RAMEN CFO, North America Christelle Ramen is an experienced financial executive with 20 years of experience in both the travel industry and project management. Christelle joined Club Mediterranée in 2001 as an Assistant Financial Manager in Club Med European resorts, where she was later promoted to Financial Manager. In 2012, she became the Business Controller for 19 resorts in France, Italy and Switzerland. In 2017, she was promoted to Accounting and Business Control Director for the regions of Africa, the Middle East and Mauritius, based in Morrocco. In this position, she oversaw the accounting, tax, and treasury departments for our resorts in six different countries. In September 2019, Christelle was appointed Chief Financial Officer for North America. She leads the accounting, controlling, tax, purchasing, and IT departments for four regional offices and nine resorts. Christelle grew up and studied in France, with international experiences in South Africa and Germany. She speaks French, English and German. She now lives in Miami, Florida, where she enjoys an active lifestyle with her husband and their son. CAROLINA VEIRA Director, Finance CAROLINA VEIRA Director, Finance Carolina is an award-winning executive, inclusive and authentic leader, financial and Diversity and Inclusion strategist, with a passion for the advancement and empowerment of Hispanics, women, and other underserved groups across various stages in their lives, and careers. She is an advocate for mental health, upward mobility, social impact, and the United Nations Sustainable Development Goals (SDGs). Carolina is a proud Latina entrepreneur with a successful trajectory in creating community initiatives and strategic partnerships with local, national, and multinational companies and NPOs. She believes in the power of building community by working together on financially sustainable and educational initiatives that transform and positively impact humans and communities. JEANETTE WADE CFO JEANETTE WADE CFO A Modern CFO/CIO: Innovative, high energy, high capacity leader with a Harvard University Bachelors and Masters in Financial Business Management and citation in Strategic Management, strong competency to partner with senior leadership and funding partners to implement strategic and aggressive growth plans. A transforming leader with a record of delivering exceptional results, possessing significant abilities to develop organizations to the next level of maturity and critical executive qualities: strategic change management planning, cross-functional substance, know-how in forming executable growth strategies in a technology driven culture, attracting appropriate talent and an enterprise, national and global perspective that effectively engages both internal and external stakeholders. I lead high-energy contributions including financial and organizational development and bottom line improvement with enhanced capital structure to drive expansion, impact and growth. LEONARD WILLIAMS CFO LEONARD WILLIAMS CFO As The Nature Conservancy’s Chief Finance and Administrative Officer, Leonard is accountable for managing and directing the organization’s finance, investment and business services functions, while also supporting the design and execution of the company’s overall strategy and providing the leadership and management necessary to ensure that the Conservancy has support programs, operational controls, financial administrative and reporting procedures, financial systems and human capital in place to ensure financial strength, operating efficiency, and competitive advantage in support of the conservation mission. Leonard joined the Conservancy in 2018 and has over 20 years of financial, operational and technology management experience in mission-focused and value-driven organizations. Leonard is a trusted advisor, leader and big-picture thinker, with substantial experience in controlling costs, identifying opportunities that create value, advancing organizational culture and driving innovation with a passion for building loyal and motivated teams that collaborate and contribute to a culture of success. MALGORZATA SZTURMOWICZ CFO MALGORZATA SZTURMOWICZ CFO I am highly skilled, driven executive experienced in stimulating and structuring the business growth in fast-changing, innovative environments. Owing to my CFO-background, I had a chance to lead many exciting projects such as IDEA Group’s IPO, multiple M&A initiatives, subsidiary sales or new product launches. As a leader I strongly believe in teamwork as well as leadership through people by trusting, empowering and holding them accountable. I am also passionate about achieving competitive edge through diversity. AZRA JABEEN Group CFO AZRA JABEEN Group CFO I am an operationally oriented executive leader blending financial and strategic experience with extensive knowledge of the global economy. My business partners consider me as a strategic change leader, conceptual thinker, mentor, and motivator. I have a reputation for producing results, influencing decisions, creating business alignment; managing complexity and driving efficiencies with a constant pursuit for excellence. PAUL BRYANHILL VP, Finance Operations PAUL BRYANHILL VP, Finance Operations A highly motivated qualified accountant with 20 years post qualification experience, gained across a variety of market sectors in both small and large organisations. Extensive shared services operations leadership and commercial exposure, at senior levels within blue chip organisations. Man management experience across all disciplines not only within finance functions. Enthusiastic and out going personality, able to communicate easily with people. Experienced at managing both process and culture change through the business. MARKUS KOBLER Global CFO MARKUS KOBLER Global CFO Markus Kobler is Chief Financial Officer for Allianz Global Investors and a member of its Executive Committee. Markus joined Allianz Global Investors in 2013 from Bank Julius Baer & Co where he was Global Head of Onboarding and responsible for the transfer of clients and staff in the integration of Merrill Lynch International Wealth Management into Julius Baer. Prior to this, Markus was COO Asia and Deputy CEO Bank Julius Baer, Singapore. Based in Singapore for more than six years, he was part of a team that set up Julius Baer’s operations in Asia, namely Hong Kong, Singapore, Shanghai and Jakarta. He was responsible for building the bank’s platform with two booking centres and oversaw the support functions including IT, Operations, Finance, Legal & Risk and HR. Before moving to Asia, Markus helped to coordinate the integration of SBC Wealth Management into the Julius Baer Group in 2005 and was in charge of the Business Line Management function of Julius Baer’s Asset Management division. Before joining Julius Baer in 2003, Markus was a senior consultant at McKinsey in Zurich where he managed client merger initiatives and strategic redesign projects in the areas of performance and product management for a number of asset managers and private banks. Markus holds a PHD in Economics from the University of Basel in Switzerland. TIM SCHÖLER CFO, Retail Group TIM SCHÖLER CFO, Retail Group Tim started his career at Mercedes-Benz headquarters in Stuttgart, Germany. Early on he realised that to truly understand your own culture you have to venture out and took the chance in 2016 to move to London to work in the European Own Retail headquarter for Mercedes. Always interested in personal growth and expanding his knowledge his next step was working directly for a local entity as the Head of Financial Controlling. Just before the pandemic hit he was promoted to CFO of Mercedes-Benz Retail Group UK. His main focus remains building strong finance teams that add value that go beyond providing financials. AFUA KYEI CFO AFUA KYEI CFO Afua Kyei is the Bank of England’s Chief Financial Officer and is an Executive Director. She is responsible for financial governance of the Bank’s balance sheet of £1 trillion. As CFO, she helps shape the Bank’s strategic outcomes and investment strategy. Afua is a Director of BoE’s quantitative easing vehicle, the APF, Alternative Liquidity Facility and the Covid Corporate Financing Facility Fund. Afua is co-Executive sponsor on D&I. She is also co-sponsor on the Bank’s Climate change financial disclosure. Afua joined the Bank in 2019 from Barclays Bank where she was the CFO of Mortgages in the Retail Bank division and held various Finance Director roles. Previously she was an Investment Banker and held various Strategy and Mergers & Acquisitions roles. Afua qualified as a Chartered Accountant (ICAS) with Ernst & Young. She read Chemistry at Somerville College, Oxford University and was an Organic Chemistry junior fellow at Princeton University. ANAIS LEMPEREUR SVP, Finance, Pluto TV ANAIS LEMPEREUR SVP, Finance, Pluto TV Anaïs Lempereur holds the position of Senior Vice President, Finance at ViacomCBS where she oversees the Finance organization for Pluto TV, their free streaming service with 54 million monthly active users in over 25 global markets. Prior to ViacomCBS, Anaïs held a number of senior finance and analytics positions in the technology and entertainment industry for Spotify, sweetgreen and Caesars Entertainment. She graduated from the Université Libre de Bruxelles, in Brussels Belgium with both undergraduate and postgraduate degrees in Economics, and currently resides in Los Angeles, California. BRIAN SLAGLE CFO & Treasurer BRIAN SLAGLE CFO & Treasurer Brian Slagle has been with Lifetime Products for over fifteen years. Lifetime is a privately owned retail products manufacturing company headquartered in Clearfield, Utah. The company has factories located in Utah, Tennessee and Xiamen, China and distribution warehouses located in Missouri, Ohio, France, Canada, the UK, and Mexico. Before working for Lifetime Products, Brian worked for Deseret Management Corporation (DMC) in their Internal Audit Department. Prior to DMC, he worked for Deloitte in Salt Lake City, Utah in their Public Audit practice and in Orange County, CA in their Tax practice. Brian is a Major in the U.S. Army Reserves where he serves as a Finance Officer. He is a Veteran having served in Iraq, Kuwait, Qatar, and Egypt. Among his notable decorations, Brian received the Bronze Star Medal for his service during Operation Iraqi Freedom in 2004. Brian graduated from the Leventhal School of Accounting at the University Of Southern California (USC) in 1997 with a bachelor’s degree in Accounting, a Top-5 national accounting program. In August of 2014, he completed his Master of Business Administration (MBA) at Brigham Young University (BYU). He passed and completed his CA CPA license certification in 2001. In 2010, he worked for seven months in Lifetime’s China operation gaining invaluable international experience. He has 24 years of diverse accounting experience with Public Audit and Tax, Internal Audit, and Corporate Finance and Accounting. Brian has been married to Brandy Dawn Slagle for 24 years and has four children. They currently reside in Syracuse, Utah only 3 miles from Lifetime’s headquarters. He enjoys riding UTVs, snowboarding, hiking, and fast cars. Brian serves on the executive board for the Davis Education Foundation serving the Davis County School District. DARREN DANG CFAO DARREN DANG CFAO Darren Dang currently serves as the Chief Financial & Administrative Officer (CFAO) for the Superior Court of California, County of Orange, with an annual budget of approximately $200 million and 1,500 employees. He is responsible for all financial and facility operations of the court including budgeting, business analytics, financial accounting and reporting, payroll, contracts, procurement, collections, and facilities maintenance. He has over 20 years of management experience in both the public and private sector. Darren is an advocate for using modern data and analytical tools that provide visibility and enhanced insights to improve workflow efficiencies, optimize resources, and ultimately strive for best in class service to the public. Darren is the executive sponsor of the data analytics court innovation project at the Orange County Superior Court and the strategic lead for the California data and analytics workstream. Darren has been a guest speaker on change management, business intelligence, and data analytics at various national conferences including Tableau, Google, Microsoft, National Center for State Courts, and Court Technology Conference. Darren holds a Certificate in Business Analytics from Wharton ‘18, Masters in Business Administration from UCLA ‘03, a Masters in Engineering from MIT ‘96, and a Bachelors from CalTech ’94. IAN SWANSON EVP & CFO IAN SWANSON EVP & CFO > Appointed to Chief Financial Officer of Delicato Family Wines in 2012, Ian’s > career spans over 30 years in the spirits, wine, and pharmaceutical > industries, across domestic and international markets. Prior to Delicato, Ian > served as COO of International Consumer Healthcare at Merck and > Schering-Plough, CFO for Asia Pacific & Japan at Schering-Plough, and several > finance and operational roles at Seagram prior to that. During his career Ian > has lived and worked on three continents, holds a Masters in Economics & > Accounting from the University of Aberdeen, Scotland and is a Chartered > Accountant. At the beginning of 2021 Ian transitioned to his current role of > EVP Administration at Delicato and currently leads acquisition integration for > the company. JAY VONCANNON CFO JAY VONCANNON CFO Jay Voncannon serves as the chief financial officer of CoorsTek, where he is responsible for directing and evaluating the global fiscal functions, financial planning process, and financial performance of the company. He aids in creating the long-term strategic direction for the company and helps drive effective decision making. Founded in 1910 and headquartered in Golden, Colorado, CoorsTek is a fifth-generation, family owned and operated global manufacturer of engineered ceramics. Jay also serves on the board of directors of DEW Engineering. Prior to joining CoorsTek, Jay served as the chief financial officer and managing director for Koch Equity Development, the investment and acquisition subsidiary of Koch Industries, Inc. based in Wichita, Kansas. Jay spent approximately two decades with Koch in various executive financial roles across the company and its portfolio companies, over which time he participated in or led over $25 billion in acquisitions and key investments. He holds a bachelor’s degree in accounting from Baylor University in Waco, Texas. He is a CPA, and a Chartered Global Management Accountant. Jay is also an avid skier and lives with his family in the foothills of the Colorado Rocky Mountains. LIZ MARTIN-QUINN SVP, Finance LIZ MARTIN-QUINN SVP, Finance Corporate finance executive with 15+ years of progressive leadership experience in the retail & manufacturing industries. Valued for building high performing teams, delivering decision support and continuous improvement, in addition to extensive cash & liquidity analysis, budgeting, forecasting, cost savings, and business partnering. Liz holds a degree in Finance and MBA from University of Toledo. MARK SCHWARTZ CFO MARK SCHWARTZ CFO > Mark Schwartz is a seasoned financial executive with more than 20 years of > experience driving results and accelerating growth in the high-growth > hardware, SaaS and AI industries. He joined Markforged, creator of the > additive manufacturing platform, The Digital Forge, as CFO in April 2021. > Previously, Schwartz served as CFO at Trax, a leading provider of computer > vision and artificial intelligence in the retail sector, and CFO and EVP of > Strategy & Corporate Development at Fabrinet, a leading provider of precision > optical and electromechanical engineering and manufacturing services. He has > also been an advisor to and investor in SaaS and manufacturing companies > across telecom, digital media, and healthcare. Previously, Schwartz was an > attorney specializing in M&A transactions, private placements, and technology > licensing. MICHELLE GARRISON CFO MICHELLE GARRISON CFO Michelle Garrison is the Chief Financial Officer (CFO) of a privately held, multimillion-dollar international healthcare revenue cycle company called GetixHealth, LLC. Mrs. Garrison started with GetixHealth in 2015, and as the CFO, she is responsible for managing all financial aspects of the company including the proper financial controls, reporting procedures, talent, and systems required for financial strength and overall operational efficiency. Michelle has successfully completed numerous projects at GetixHealth. One of her greatest accomplishments is how she continuously supports GetixHealth growth with acquisitions of large legacy companies. Through her direct contributions and leadership, she has directed 12 acquisitions, expanded from one office in Houston to 15 offices across the globe, and directly contributed to an increase in employee count (+800%) and annual revenue (+500%). Due to the company’s fast expansion, Mrs. Garrison had to not only re-engineer financial processes, policies, and procedures, but also cultivate and encourage a positive work atmosphere in her new and established staff. As an Atlanta, Georgia native, Michelle earned her Bachelor of Science from Georgia Institute of Technology, and her Master of Accounting and Financial Management from Keller Graduate School of Management. During her collegiate career, she was an active member of the National Association of Black Engineers and the National Society of Women Engineers. In 1997, Michelle broke a 43-year-old barrier by becoming the first black female electrical engineer to be hired by one of the largest electrical construction companies in the southeast area. Then prior to moving to the Greater Houston area, Mrs. Garrison founded and operated her own commercial construction company. In 2019, Mrs. Garrison was a recipient of The Top 30 Most Influential Women in Houston Award. Recipients of this award are successful, diverse women who encompass tenacity, discipline, and diligence in all aspects of their lives. Michelle also had the prestigious honor of being a speaker and moderator at the 2019 National Diversity Conference where President Barack Obama was the keynote. Michelle attributes her early success to understanding the necessity of a good mentor, staying true to your values, getting out of your comfort zone, valuing rest, and working hard. She encourages young women to find a place in the workforce with someone whom they can be vulnerable and will help guide them in their career. Get out of your comfort zone, network, and find similarities and likeness with others. Throughout your career, remember to speak up, “If you don’t know – ask.” Mrs. Garrison influences and advocates for success in all aspects of life, and it exudes not only in her professional accolades, but also in her personal life. Michelle co-founded a life skills group name Christian’s Ready Equipped and Willing (C.R.E.W.). CREW is a group of high school student athletes who complete Christian based teachings and community service, in preparation for the transition from high school to college. Michelle has a rich love for culture and family, she is married and the mother of four beautiful children. Michelle also understands the importance of giving back, and her faith is what strengthens and motivates her to persevere no matter the circumstances. Michelle’s favorite bible verse is Philippians 4:8, “Finally, brothers, whatever is true, whatever is honorable, whatever is just, whatever is pure, whatever is lovely, whatever is commendable, if there is any excellence, if there is anything worthy of praise, think about these things!” STEVEN JACKSON CFO STEVEN JACKSON CFO Steven Jackson is an accomplished executive, board member, and respected thought leader with 30 years of success within consumer products (organic and conventional), protective packaging, industrial remediation and particle separation applications, and technology (SaaS). Mr. Jackson combines a global operations and finance background, holding COO, CFO, and President roles in developing robust global business strategies to facilitate growth, profit optimization, and reduce execution risk within ambitious large-scale restructuring projects. His areas of expertise are exiting investments through public and private markets for leading equity firms and closely held investors groups by driving value creation and growth strategies, including the brand management and ideation process, including supply-chain optimization. Interested in speaking? AGENDA SOME OF THE BEST INSPIRING TALKS DRIVING CHANGE & CHANGE MANAGEMENT Corporate restructuring can be a hard but necessary part of a corporation’s evolution. Once a company gets to a certain size or age, it can be easy for the employees to forget that the point of the business is ultimately to make money. As a company ages and evolves, the need for restructuring is essential to its very future. However, in order to make any kind of significant change to a multinational which will stick long-term, the key often lies in changing the fundamental culture of the organization. THE CFO’S ROLE DURING A CRISIS & BEYOND Making sure your company’s mission is delivered & met is imperative. During this presentation we’ll focus on how decision-making within the finance function impacts the wider organisation & how you can influence and impact your company’s mission through strategic financial control. HOW CFOS CAN MAKE EVERY BUSINESS A ‘PEOPLE BUSINESS’ Business partnering has become one of those topical buzz terms that is actually so generic and nebulous that the real prospective value can be lost unless we have the right foundations in place. One party’s willingness to business partner is not going to make the partnership happen. Here I will share some of the key aspects of my 20 yrs experience in moving from being perceived purely as an Accountant to a Business Partner whose counsel and input are integral to many of the key decisions, which can ultimately lead to us being the catalyst for positive change in non-core finance and ops areas. GIVING FINANCE A VOICE The finance function has been front and center in helping organizations navigate the business upheaval of the past year-plus. While the dust hasn’t exactly settled, many CFOs are starting to focus more on the future. That includes thinking about what kind of skill sets and experience they need to recruit in the rapidly emerging recovery, and where and how to secure that talent. We’ll be discussing how to go about this. FINANCIAL LEADERSHIP Finance functions are facing new and ever-changing challenges and their approach to these needs to be different from the past. We see more change, and more swirl than ever before, yet at the same time the fundamentals of a good finance function remain the same. This includes both what finance functions are doing, their use of technology and the skills required by finance professionals of the future. Now, more than ever, Finance needs to be ‘In the Business’! A changing landscape also highlights the need for a more inclusive and diverse finance function with the breadth of skills and viewpoints critical to succeeding in the future world. FINANCIAL LEADERSHIP AT WORK – A CASE STUDY CEOs and boards increasingly want CFOs to not only deliver a finance organization that gets the numbers right, but also partner with them in shaping the company’s strategy. But when asked what they want from a strategic CFO, their answers vary widely. We’ll be discussing four orientations CFOs can use in engaging in the strategy process. FULL AGENDA PARTNERS CONNECT WITH LEADING SOLUTIONS & SERVICE PROVIDERS Previous LOOK AT WHAT YOUR ORGANIZATION NEEDS AND DON'T BE AFRAID TO TAKE CHANCES, BUT BALANCE RISK WITH SUCCESS, ONLY INCREASING THE FORMER WHEN THE LATTER GOALS ARE BEING MET. CFO, BOOKING.COM GREAT LEADERS OF ORGANIZATIONS RUN AFTER PROBLEMS, MAKE THEIR FOOTPRINT BIGGER THAN THEIR FOOT, AND ALWAYS STRIVE TO FIND THE TRUTH — BECAUSE YOU HAVE TO GET TO THE TRUTH TO BE EXCELLENT. CFO, TWITTER THE PRIMARY MANDATE OF THE CFO IS TO BE THE GUARDIAN OF SHAREHOLDER VALUE FOR THE COMPANY. TRADITIONALLY, THIS WAS ABOUT MANAGING RISK, BUT TODAY CFOS ARE EXPECTED TO BALANCE RISK AND OPPORTUNITY. IT'S BECOME QUITE A QUITE MULTI-DIMENSIONAL ROLE. CFO, D&B OPERATING A GLOBAL BUSINESS IN A FAST-CHANGING WORLD, YOU HAVE TO BE GROUNDED REAL-TIME IN THE EXTERNAL ENVIRONMENT, HAVE COMPLETE TRANSPARENCY, BE FACT-BASED AND WORKING WITH A GREAT, COLLABORATIVE TEAM. CFO, FORD WITH AN INCREASINGLY INTEGRATED WORLD ECONOMY, BE PREPARED TO RESPOND TO HIGHER LEVELS OF BOTH RISK AND OPPORTUNITY. A STRONG BALANCE SHEET IS A TREMENDOUS ASSET WHEN MANAGING THOUGH PERIODS OF VOLATILITY. CFO, CHEVRON FROM AN M&A STANDPOINT, THE RETURNS ON A SPREADSHEET ARE INTERESTING, BUT IT IS FAR MORE IMPORTANT TO BE COMFORTABLE WITH THE PEOPLE RUNNING THE BUSINESS. CFO, KROGERS LOOK AT WHAT YOUR ORGANIZATION NEEDS AND DON'T BE AFRAID TO TAKE CHANCES, BUT BALANCE RISK WITH SUCCESS, ONLY INCREASING THE FORMER WHEN THE LATTER GOALS ARE BEING MET. CFO, BOOKING.COM GREAT LEADERS OF ORGANIZATIONS RUN AFTER PROBLEMS, MAKE THEIR FOOTPRINT BIGGER THAN THEIR FOOT, AND ALWAYS STRIVE TO FIND THE TRUTH — BECAUSE YOU HAVE TO GET TO THE TRUTH TO BE EXCELLENT. CFO, TWITTER THE PRIMARY MANDATE OF THE CFO IS TO BE THE GUARDIAN OF SHAREHOLDER VALUE FOR THE COMPANY. TRADITIONALLY, THIS WAS ABOUT MANAGING RISK, BUT TODAY CFOS ARE EXPECTED TO BALANCE RISK AND OPPORTUNITY. IT'S BECOME QUITE A QUITE MULTI-DIMENSIONAL ROLE. CFO, D&B OPERATING A GLOBAL BUSINESS IN A FAST-CHANGING WORLD, YOU HAVE TO BE GROUNDED REAL-TIME IN THE EXTERNAL ENVIRONMENT, HAVE COMPLETE TRANSPARENCY, BE FACT-BASED AND WORKING WITH A GREAT, COLLABORATIVE TEAM. CFO, FORD WITH AN INCREASINGLY INTEGRATED WORLD ECONOMY, BE PREPARED TO RESPOND TO HIGHER LEVELS OF BOTH RISK AND OPPORTUNITY. A STRONG BALANCE SHEET IS A TREMENDOUS ASSET WHEN MANAGING THOUGH PERIODS OF VOLATILITY. CFO, CHEVRON FROM AN M&A STANDPOINT, THE RETURNS ON A SPREADSHEET ARE INTERESTING, BUT IT IS FAR MORE IMPORTANT TO BE COMFORTABLE WITH THE PEOPLE RUNNING THE BUSINESS. CFO, KROGERS LOOK AT WHAT YOUR ORGANIZATION NEEDS AND DON'T BE AFRAID TO TAKE CHANCES, BUT BALANCE RISK WITH SUCCESS, ONLY INCREASING THE FORMER WHEN THE LATTER GOALS ARE BEING MET. CFO, BOOKING.COM Next WHO ATTENDS YOU'LL BE JOINING CFOS AND FDS FROM THE WORLD'S LARGEST ORGANISATIONS, FASTEST-MOVING STARTUPS & MOST INNOVATIVE COMPANIES ALL LOOKING TO DRIVE THEIR BUSINESS, AND FINANCE-FUNCTION, FORWARD OVER THE COMING YEAR. INVITED COMPANIES INCLUDE: CONTACT US Europe: 1 Mentmore Terrace, London, E8 3PN, UK North America: 739 Bryant St, San Francisco, CA 94107, US Email: info@globalgrowthbusiness.com GLOBAL GROWTH BUSINESS * Terms & Conditions * Code of Conduct * Privacy Policy * Contact Us * FAQs SIGN UP TO OUR NEWSLETTER: Notice: JavaScript is required for this content. If you are a human seeing this field, please leave it empty. © 2022 World Finance Forum, a product of Global Growth Business Limited | All rights reserved. WFF London - Stay Updated [wpforms id=”1083″] ×