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Text Content

 * 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 | HYATT REGENCY MIAMI


WORLD FINANCE FORUM

BUY TICKETS STAY UPDATED
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STAY UPDATED - WFF MIAMI

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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.




VALQUIR CORREA

VP, Corporate Finance



VALQUIR CORREA

VP, Corporate Finance

With a unique set of knowledge in IT, Hotel Operations and Finance, Valquir
Correa has transformed hundreds of associates throughout 9 different countries
and more than 70 hotels. With 21 years of experience in the Hospitality Industry
his accomplishments are singular and generated over 2.5 million dollars in
savings and revenue generation projects.

Today he serves as the Vice President of Corporate Finance at Baha Mar, a
gorgeous resort in the Bahamas Nassau, a complex worth 4 billion dollars with
multiple venues, including 4 different Hotels (Hyatt, SLS, Rosewood and Melia),
Casino, Golf Course, Spa and a 200 million dollar Water Park (Baha Bay).

He is responsible for the Digital Transformation in Finance and has implemented
over 25 automated processes that covers compliance with audit processes, savings
in expenses and smart control for business KPIs.

One of his truest characteristics is the deep understanding and care for
associates which has allowed him to create powerful complex teams, always
empowering the people to become the best version of themselves.

Valquir is originally from Brazil and just recently started to learn Brazilian
Jiu Jitsu with his 2 kids. This Martial Art really teaches humility and having
your feet on the ground is imperative for him to keep building smart and strong
teams.




JASON HAMELIN

VP, Finance



JASON HAMELIN

VP, Finance

Jason Hamelin is a Senior Finance Executive at TÜV SÜD for the Americas Region. 
TÜV SÜD is the globally trusted partner of choice for advisory, knowledge,
safety & security-related services and sustainability solutions with sales of
$3B.  Jason has spent his 25+ year career focused on Financial Planning &
Analysis, Process Improvement and Mergers & Acquisitions.  During his tenure at
TÜV SÜD he has been deeply involved with the health insurance plan, partnering
with Human Resources throughout the process.   In his free time, Jason is
passionate about mentoring young finance professionals and staying active in the
outdoors with his family.




KINGA BOSSE

CFO



KINGA BOSSE

CFO




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.




STEPHEN DECKER

VP & GC



STEPHEN DECKER

VP & GC

Steve joined DOW Technologies in June 2003 after 15 years in private practice as
a corporate litigation attorney in Tampa. At DOW, Steve heads up the Legal
Department, Human Resources, Distribution Center Operations, and Facilities
Management.

As general counsel, Steve works closely with a strong team of vice presidents
and directors from each of the business areas he manages. He’s responsible for
all internal and external legal matters, and together with his teams, they
provide a solid professional, business foundation for DOW employees, vendors,
and customers. As a member of the DOW Executive team, Steve also leads DOW’s
healthcare, insurance, and employee benefits committees.

On a personal note, Steve enjoys golfing, boating, fishing, and college
football. As a college football fan, he closely follows his alma mater, the
University of Florida Gators, and the rest of the SEC. When he’s not fishing off
his boat or playing a round of golf, Steve enjoys grilling and winding down with
a nice glass of wine.




ILANA ESTERRICH

CFO



ILANA ESTERRICH

CFO

Ilana Esterrich is an accomplished strategic and financial executive with
extensive experience in strategy, finance and accounting, and operations. She is
currently the Chief Financial Officer at American Coatings Association (ACA), a
501(c)(6) trade association working to advance the needs of the paint and
coatings industry and the approximately 312,000 professionals who work in it.
She is directly responsible for overseeing financial management, operations
finance and accounting, treasury, financial planning and business analysis,
capital investment planning and management, Board of Directors management,
financial systems implementation and cross-functional business partnership
across ACA and its subsidiaries.

Prior to her current position, Ms. Esterrich was the Chief Financial and
Administrative Officer at the Center for Strategic and Budgetary Assessments
d(CSBA), a national security and defense research institution where she was
responsible for annual and long-term strategic planning and execution, business
development and fundraising, budget development, human resources, information
technology, publishing, and day-to-day operations.

Ms. Esterrich has gained additional experience in consulting, operations,
logistics, sales and marketing, and international operations through previous
positions at Thomson-Reuters, General Mills, The Pillsbury Company, Computer
Sciences Corporation and PricewaterhouseCoopers (formerly Coopers & Lybrand).

She is a Steering Committee Member of the Washington DC Chapter of the CFO
Leadership Council (CFOLC), Advisory Council Member of the Women in Leadership
Executive Program at The George Washington University School of Business, and a
member of the Fundraising/Development Committee for Stem for Her, a non-profit
organization promoting education to create awareness, excitement, and
opportunities among girls and young women to launch successful STEM-related
careers.

She holds a Bachelor of Science in Economics from the Wharton School at the
University of Pennsylvania and an MBA from the Booth School of Business at the
University of Chicago.




LOUIS FANZINI

CAO



LOUIS FANZINI

CAO

Louis (Lou) Fanzini is a Chief Accounting Officer, Divisional CFO, and former
investment banker, who builds high functioning finance teams. He has led teams
of up to 100 people leading the accounting, treasury, corporate finance, and
investor relations divisions.

As a seasoned member of the C-suite, Lou brings strong business insight and
extensive financial leadership credentials spanning more than 20 years of varied
experience in financial management, business leadership and corporate strategy.
Lou is a frequent speaker on emerging Corporate Finance matters and their impact
on CFOs around the world.

Lou is a former FASB Fellow and SEC staff partner and currently lives in
Holmdel, NJ with his wife and four children.




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.




THRESA GILES

Chief Business Officer



THRESA GILES

Chief Business Officer

Thresa Giles stands at the forefront of Business and Operation processes.  A
finance and business operations professional for over 17 years with many
industry recognized certifications and degrees, she most recently successfully
completed the Wharton School of Business –Strategic CFO Executive program.  As
the Chief Business Officer (CBO) for PACE Center for Girls, Inc., a highly
recognized state-wide prevention program for adolescent at-risk girls since
2011, she consistently ensures the viability of a strong and healthy financial
position. She leads and oversees Information Technology, Finance, Risk
Management & Facilities, Construction, Compliance, Ethics and Business
Intelligence.  Thresa ensures that limited resources are strategically used to
support our mission – Believing the Empowerment of girls.  Thresa is a person
that influences and champions systemic change and whose judgement is respected
and trusted.

Thresa has received several distinguished awards including Jacksonville Ultimate
CFO Award and the Duke Executive Leadership certification.  She loves to dance
and travel.  You can find her at Zumba on any given Saturday.  Recently she has
fallen in love with long-distance bike riding.  Just look for her Saturdays on
the Saint Augustine bike trail.




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.




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.




FELIX LEON

CFO, Americas



FELIX LEON

CFO, Americas

MBA Felix León is from Mexico City, with a degree in Public Accounting, studies
in corporate finance, a diploma in Taxes, in “Business and Leadership
Management” from the “Getulio Vargas” foundation in Sao Paulo, Brazil, an MBA, a
diploma in Management from the IPADE, Business & Management diploma from Cornell
NY Business school, currently pursuing a PhD in Finance.

His professional career began in 1997 working on corporate finance areas on
international companies such as Rhone Poulenc; Aventis; Bayer; Linde-GAS;
Cargill, Osram and LEDVANCE with overseas experience in Europe, United States
and South America.

Besides his professional career, he dedicates his passion to be a finance
educational promoter; for more than 12 years, he teaches Bachelor’s, Diploma and
Master’s degrees, at business universities in Mexico. At the same time, he has
been an international speaker in congresses, published articles in the “El
Financiero” and accounting specialized magazines, both publications with
circulation in Mexico.

He is a permanent board member of the “Best Managed Companies”, chapter Mexico,
sponsored by Deloitte, Banamex & Tec de Monterrey; this committee, awards the
Best Managed Mexican companies of the year. He currently works as Americas CFO
for LEDVANCE (lighting company) with responsibility for the entire American
continent. In 2019 he was selected by the IMEF as one of the best 5 CFOs in
Mexico for companies from $70.0 to $715.0 million USD.




ASHOK MANTHENA

Project Management - Finance



ASHOK MANTHENA

Project Management - Finance

Ashok Manthena is a finance leader with expertise in machine learning, finance
analytics and product management. He is a thought leader in applying artificial
intelligence in finance functions and published papers and articles on this
topic.




ERIC MASON

CFO



ERIC MASON

CFO

Eric Mason is the current Chief Financial Officer for Quincy, Massachusetts. In
his current role, he manages a $345 million dollar budget and a $1 billion debt
portfolio. Prior to this he served has the Chief Economist/Analyst for the City
of Quincy.  He is a 2014 graduate of WVU’s John Chambers College of Business and
Economics. Eric’s career has been exclusively in the public sector. He’s a TEDx
speaker and frequent writer with articles in such publications as The Hill and
Seeking Alpha. Eric’s background is in economics, and his credits in economic
research projects and paper primarily revolve around analytics and public
policy.




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.




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.




GUY MELAMED

CFO & COO



GUY MELAMED

CFO & COO

Guy serves as Chief Financial Officer and Chief Operating Officer for Varonis.
He is responsible for global operations, executing business strategies and
financial management, including legal, treasury, investor relations and
purchasing. Prior to becoming Chief Financial Officer, Guy served in various
finance roles within the company since 2011, most recently as Vice President of
Finance, during which time he was responsible for financial planning, reporting
and operations and was instrumental in building and managing the global finance
organization. Prior to joining Varonis, Guy held positions at Ernst & Young as
an Audit Manager and KPMG, working with both foreign and domestic public and
private companies. Guy holds both a B.A and M.S.A. from Boston College and is a
Certified Public Accountant in the U.S. and Israel.




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.




SEAN MINTZ

CFO



SEAN MINTZ

CFO

Sean Mintz was raised in Boynton Beach, FL and holds a Master’s of Science
degree in Finance from Florida State University. He is a Charted Financial
Analyst (CFA) who got his start in the field of addiction treatment in 2013. He
has played an integral role in driving the growth of Banyan Treatment Center
through numerous acquisitions and the resulting consolidation of entities, and
continuously strives to improve processes by bringing his expert financial
insight to key leadership decisions. Sean is currently the Chief Financial
Officer at Banyan, where he acts as the leader of the accounting department,
managing all fiscal related matters. He has been a member of the Banyan
Treatment Center family since 2018.




CHRIS ORTEGA

CEO



CHRIS ORTEGA

CEO

Dynamic, qualified, and highly ethical financial leader with over 15+ years of
experience in accounting, financial planning & analysis, corporate finance, and
financial management. Expert in analyzing data, resolving problems and providing
top management with strategic options; detail-oriented self-starter with great
analytical and organizational skills. Creative problem solver and team player
who thrives in a collaborative and dynamic environment. Seasoned professional
with proven track record operating with multinational and international matrix
organizations. Wide ranging experiences in finance and accounting with Big 4
accounting firm, entrepreneurial, and public & private companies. Committed to
aligning passions, skills and talents to help others realize and achieve
greatness.

Specialties Include:

Financial Planning, Reporting & Analysis
Data Analysis & Business Intelligence
Financial Modeling & Scenario Planning
Artificial Intelligence & Machine Learning Technology
Business Growth & Expansion
Strategic Advisory & Consultancy
Developing & Leading High-Performance Teams




MARY BETH OTTLEY

CFO



MARY BETH OTTLEY

CFO

Experienced Corporate Financial and Information Technology Executive with a
demonstrated history of working in the hospitality industry. Skilled in
Financial Modeling, Data Modeling and Analysis, Application Implementation and
Support, Budgeting, Customer Service, Project Management, Strategic Planning,
Risk Management and Marketing Strategy. Proven leader and strong financial and
information technology professional with a Bachelor of Business Administration
(BBA) focused in Finance, from University of Georgia – Terry College of
Business.




KARINA PADILLA

CFO



KARINA PADILLA

CFO

Karina Franco Padilla joined Proterra as Chief Financial Officer in 2022. She
most recently served as Senior Vice President of Finance, North America Chief
Financial Officer at JELD-WEN. At JELD-WEN, Padilla also served as Senior Vice
President of Finance, Corporate Planning and Analysis, and Investor Relations.
Prior to joining JELD-WEN, Padilla also held leadership positions at Ingersoll
Rand, including as Interim Chief Financial Officer of the Latin America business
unit and Vice President of Finance, Corporate Planning, and Analysis. Padilla
also held a variety of leadership roles at Dell Technologies, including as
Director of Investor Relations and an international assignment in Mexico City as
Chief Financial Officer of Dell Mexico with teams across Mexico and Central
America.

Padilla holds a Bachelor of Business Administration in Accounting from the
University of Texas at Austin and a Master of Business Administration from St.
Mary’s University. She is a certified public accountant.




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.




MITESH POPAT

CFO, Global Equities Sales & Trading



MITESH POPAT

CFO, Global Equities Sales & Trading

Mitesh Popat is the CFO for Citi’s Global Equities Sales and Trading Franchise.
For the past 200 years, Citi’s mission is to serve as a trusted partner to their
clients by responsibly providing financial services that enable growth and
economic progress. Their core activities include safeguarding assets, lending
money, making payments and accessing the capital markets on behalf of their
clients.

Mitesh first joined the company in 2006 in Citi’s Treasury division. Throughout
his career, he has successfully led and seamlessly transitioned through various
functions within the CFO disciplines (FP&A, Capital Planning, Transformation),
strategy, and operations, within diverse geographic and cultural settings (USA,
UK, South Africa) and through various economic environments. His expertise is in
facilitating strategic decision making for business growth and capital/expense
resource optimization through dynamic budgeting and business drivers analytics
at the group level as well as individual product and country level. He is also
an angel investor in various startups based in the US, India and South Africa.
He became a Chartered Financial Analyst in 2006. Popat graduated from the Indian
Institute of Technology – Kharagpur with an undergraduate degree in engineering
and from The Johns Hopkins University with a master’s degree in engineering.




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.




AMIT SINGHI

CFO



AMIT SINGHI

CFO

Amit Singhi is the Chief Financial Officer of the Humanetics Group, a leading
provider of sensory intelligence, virtual simulation, crash test systems,
precision sensors and cutting edge photonic solutions through its subsidiaries
Humanetics, HITEC Sensors, Fibercore and OpTek Systems. Its solutions create
data from critical environments and deliver precision control to empower people
in their connected world.

Previously, Amit was the Chief Operating and Financial Officer of the Piston
Group, a $3B automotive supplier, from 2017 to 2020, with responsibility for all
operating and financial matters.

Prior to Piston Group, Amit was the Chief Financial Officer at FLIR Systems,
leading all Finance and I.T. functions from 2015 to 2017.  FLIR Systems is a $5
Billion mid-cap technology public company, a component of the S&P 500 index that
designs, develops, manufactures, markets, and distributes sensor systems that
enhance perception and awareness.

Before joining FLIR, Mr. Singhi was an employee of Ford Motor Company from 1994
to 2015.  During his tenure at Ford, he held financial management positions of
increasing responsibility in a wide range of operating areas, including new
product development, engineering, purchasing, supply chain, manufacturing,
marketing, sales & service, and corporate staffs.  Mr. Singhi was the Chief
Financial Officer of Ford South America, based in Sao Paulo, Brazil, from 2012
to 2015.

Prior to joining Ford, Mr. Singhi was an engineer at General Motors R&D Center
from 1989 to 1994, where he held several engineering & operational roles
involved with development of advanced navigation systems, product planning, and
manufacturing consulting.

Amit is a board member of Big Brothers Big Sisters of Metro Detroit and the
Electrical & Computer Engineering Council at University of Michigan.  He is an
executive-in-residence and a guest speaker at University of Michigan and several
international CFO conferences, as well as a podcast contributor for
CFOThoughtLeader.  He was also the recipient of the APACC “Salute to Excellence”
Award for Business Leadership in 2018.

Mr. Singhi holds an MBA in Finance and Corporate Strategy and an MS in
Electrical Engineering Systems from the University of Michigan, Ann Arbor, and a
Bachelors of Technology in Electrical Engineering from the Indian Institute of
Technology, Bombay.




CAROLINA VEIRA

Director of Strategic Partnerships



CAROLINA VEIRA

Director of Strategic Partnerships

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.




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.




JAKE HOLT

Enterprise Sales Manager



JAKE HOLT

Enterprise Sales Manager

Jake Holt joined Vendr in January 2021 after nearly 10 years in various SaaS
sales positions. He now leads Vendr’s Enterprise new business team with a focus
on helping high-growth companies streamline their buying processes, bring on
best-in-class SaaS, and save big on their software expense.




ANDY SMITH

Director of Sales



ANDY SMITH

Director of Sales

Andy Smith joined Vendr as the Director of Sales in July of 2020. Andy currently
runs the sales department to help organizations change the way they buy and
renew SaaS. In just a year and a half, Andy has helped Vendr scale to over 250
companies who partner with Vendr for a more efficient way to purchase software
with guaranteed savings. Prior to Vendr, Andy worked his way up the sales ladder
at both CheckBox and InVision. Andy graduated from Bentley University, where he
was a scholarship basketball player and a philosophy major.




MARK GOLDBERGER

Head of Strategic Accounts



MARK GOLDBERGER

Head of Strategic Accounts

Mark Goldberger is Head of Strategic Accounts at TripActions, a Silicon Valley
based travel management, corporate card and expense company. At TripActions,
Mark leads a team supporting the world’s largest and most global customers. For
four years, Mark has engaged with companies like Adobe, Heineken, and Thomson
Reuters, working to drive digital transformation for their T&E programs. Prior
to joining TripActions, Mark was a long-time road warrior, both in SaaS and in
the wine industry, where he founded a big data cloud company called Vinformative
in 2009.




RICH WAGNER

Founder & CEO



RICH WAGNER

Founder & CEO

Rich’s career spans more than 20 years of technology innovation and leadership,
during which he has provided extraordinary value to global enterprise companies.
In 2012, Rich launched Prevedére to provide corporations worldwide the ability
to significantly improve their financial forecasts, projections and reporting
capabilities combining internal and related global external data. With
Prevedere, companies gain a competitive advantage because they are able to
generate profitable business insights with accurate forecasting that encompasses
ever-changing external factors.




JORDAN SCHROEDER

Budgeting & Forecasting Consultant



JORDAN SCHROEDER

Budgeting & Forecasting Consultant

Jordan Schroeder is an accomplished and versatile business executive and leader
with a strong finance and technology background. Experience in leading and a
managing all areas of a business. He has held roles of Controller, CFO and
President in the distribution industry. He also spent time in manufacturing as a
Director of Finance. Proven success, expertise and passion for continuous
improvement and business optimization, resulting in increased value for
employees, customers, suppliers, and shareholders.

Recently Jordan joined Phocas Software as a subject matter expert focused on
Budgeting, Forecasting and Financials. He has a love for data and is passionate
about technology that is flexible, easy to use, implement and drives meaningful
results.




CHRISTINE MARTIN

Sr Partner Alliance Manager



CHRISTINE MARTIN

Sr Partner Alliance Manager

Christine Martin is the Senior Partner Alliance Manager at Phocas Software, a
Business Intelligence solution provider based out of Reno, NV.  Prior to Phocas,
Christine was a senior Solutions Consultant at Avalara, the leading transaction
tax provider, for more than 12 years.  She has spent 25-plus years working in
the sales and use tax space, starting her career at Marriott headquarters in
Bethesda, Maryland.  Christine has been a tax manager at a Fortune 1000 paper
manufacturer as well as Director of Compliance for the first sales tax
compliance outsourcer for telecommunications tax. Christine has been a frequent
presenter on sales and use tax topics at Direct Selling Association events as
well as several industry events such as TEI, ACT, Telestrategies, and CPA
Academy .




SID SUBRAMANI

Sr Solution Principal



SID SUBRAMANI

Sr Solution Principal

Sid is a Senior Digital Transformation Principal who has been with HighRadius
for 5 years. He possesses strong Computational, Analytical and Problem-Solving
Skills which he demonstrates by designing optimal business solutions for our
Fortunate 1000 clients. In his current role, Sid conducts Deep Dive Assessments,
Builds Business Cases/ROI and Benchmarking.




MATT WRIGHT

SVP Customer Success



MATT WRIGHT

SVP Customer Success

As AppZen’s Senior VP of Customer Success, Matt Wright is focused on partnering
with the world’s leading companies to deliver Autonomous Finance Operations
using artificial intelligence. Through these partnerships, he aims to sharpen
cutting-edge finance AI technology by innovating a new set of best practices in
finance operations that move away from human-centric, workflow-based approaches
toward confident, autonomous operations delivered by finance AI. Matt has spent
his entire career in customer-facing roles, mostly in executive leadership,
professional services, and sales. Having worked almost exclusively around
invoice transactions, he brings his passion for improving efficiency in finance
operations to his interactions with every customer.




KAY HONG

Director, Customer Transformation



KAY HONG

Director, Customer Transformation

Strategy and transformation advisor passionate in helping clients achieve their
optimization goals. Successful track record developing and implementing global
initiatives resulting in significant cost reduction and/or enterprise-wide
enhancements. Advisory experience tied to sourcing/procurement initiatives
including strategy and solutioning of global transformations w/ digital
enhancements, operating model/governance design, and implementation of
enterprise-wide tools and processes. Background also includes two years of
international experience in Germany and Brazil managing key cost reduction
initiatives.




STEVE CARPENTER

Exec. Director, GBS Digital



STEVE CARPENTER

Exec. Director, GBS Digital

Experienced Automation, Data, and Analytics Industry Leader with a history of
success managing high-performance departments for Fortune 100 multi-national
corporations. Proven track record building new capabilities in complex
environments including process definition, solution design, and project
delivery.



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

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