Todd Ford
President, Finance & Operations, Coupa & CNBC CFO Council Member
The role of the Chief Financial Officer in the 21st century corporation has evolved, from simply leading the financial organization to becoming a key strategist fueling organizational change and technological transformation. Today’s CFO must monitor macroeconomic trends, manage new risk paradigms, optimize operations, and support the CEO and other strategic partners within the C-Suite. As CFOs meet the moment, CNBC has built a program with these unique needs in mind. The CNBC CFO Council delivers timely, valuable insights while helping the modern CFO strengthen relationships with their peers and with CNBC’s world-class business and financial journalists.
Timely and tailored news and information curated by CNBC’s CFO Council Editorial Director specifically for the CFO community
Grow your network across industries in a private peer-to-peer community
Connect with and gain access to the best in the business
Members of the CNBC CFO Council meet and connect regularly with CNBC journalists, entitling members to hear observations and trends gleaned from their reporting, while building relationships and contributing additional insights. Ahead of every FOMC meeting, Steve Liesman, CNBC Senior Economics Reporter, surveys a panel of top Wall Street economists, money managers and market strategists about their Fed policy predictions. The day before the Fed announces its decision on interest rate policy, Liesman releases the survey results to the public. In this exclusive new event series, members of the CNBC CFO Council will have the opportunity to engage with Liesman and other experts to analyze the findings, discuss the forthcoming Fed Decision and all the factors that might influence policy.
Flagship member event with interactive sessions, panels, and marquee speakers
As breaking news emerges, join Editorial Director David Spiegel and expert guests for a conversation on pressing, topical financial issues
VIP dinner series featuring themed discussions, special newsmaker guests, fellow members, and CNBC journalists
Interactive, roundtable-style discussions with CNBC Senior Economics Correspondent Steve Liesman in conversation with other guest experts to analyze and discuss policy implications ahead of each meeting of the FOMC
Finding an elite membership community that gets it right isn’t easy. The CNBC CFO Council not only provides the programming that allows members to hear directly from experts in our field but also gives us the safe space to network and exchange ideas. The value of being able to hear directly from my peers and the CNBC team what’s going on across various industries or even predictions from economists, whether it be at the in-person events, virtual meetings, or the weekly newsletter, and the other opportunities they provide for us to interact – it’s tough to beat.
Todd Ford
President, Finance & Operations, Coupa & CNBC CFO Council Member
Robert Funck
Abbott
Robert Funck is Abbott’s Executive Vice President, Finance and Chief Financial Officer. He was appointed to this role in March 2020. He previously served as Senior Vice President, Finance and Controller.
He joined Abbott in 1987 and has since held a number of financial management positions including Vice President, Controller; Vice President, Internal Audit; Vice President, Treasurer; and Divisional Vice President and Controller in Abbott’s pharmaceutical business.
Prior to joining Abbott, Bob worked as part of the audit group for KPMG and was a Certified Public Accountant.
He earned a bachelor’s degree in accounting from St. Ambrose University.
Don McGuire
ADP
Chief Financial Officer Don McGuire was appointed Chief Financial Officer in September 2021. Previously, he had held the role of President, Employer Services International (ESI) since June 2018. In this position, he led the company’s International regions, ADP GlobalView® HCM and CelergoStreamline®. His responsibilities included ADP offerings in more than 140 countries and driving strategic growth, operational excellence and providing leadership across this portfolio. Prior to that, Don served from July 2016 as President, EMEA with Streamline added to the role in July 2017 and then Celergo in August 2018 after its acquisition. From 2013-2016 as President APAC Don was based in Singapore where he consolidated and expanded ADP’s Asia Pacific operations. Don joined ADP Canada in 1998 as Vice President, Finance and was promoted to Chief Financial Officer in 2000. His next appointment was as Head of Operations in 2002. Don was appointed General Manager for the ADP UK organisation in September 2007. Don is a Chartered Professional Accountant. He currently lives with his family in the London, UK area.
Michael Linford
Affirm
Michael Linford is Chief Financial Officer for Affirm.
Ed McGowan
Akamai Technologies
Ed McGowan is Executive Vice President of Finance & IT, Chief Financial Officer at Akamai Technologies (NASDAQ: AKAM). He manages a team of approximately 1,100 people and oversees all finance and IT functions for Akamai worldwide, where his responsibilities include directing the company’s IT strategy & operations, accounting, tax, treasury, investor relations, financial planning and analysis, and business finance activities.
Mr. McGowan was appointed as Akamai’s Chief Financial Officer in March 2019. During his tenure as CFO, Mr. McGowan successfully led a major Company reorganization announced in February 2021, secured $1.15B in debt financing in August 2019 and has overseen several acquisitions with an aggregate purchase price of over $1.5B. In addition, Mr. McGowan was responsible for leading a Companywide operating margin expansion project, where the Company had committed to increase its operating profit margin from 24% in 2016 to 30% by 2020. Not only did the Company exceed the 30% operating profit margin target in 2020 by delivering 31%, Akamai also delivered 11% annual revenue growth, which included growing its security business at a rate of 25% annually to just over $1b in annual revenue. In 2021, the Company delivered $3.5B in annual revenue, increased operating margin to 32% and accelerated security growth to 26%.
His career with Akamai began in 2000. Most recently, he was Senior Vice President, Finance, responsible for Business Finance, Customer Revenue Operations and FP&A, and for leading a corporate transformation project to drive increased levels of sustained, profitable growth.
Prior to that, he served as Senior Vice President, Global Media & Carrier Sales. Where me managed over $1B of annual revenue and a team of over 400 sales, sales engineers, channel sales and business development professionals. In addition to leading all aspects of the division’s sales, he developed the company’s strategic relationships with carriers around the globe, as well as coordinated carrier activity across Akamai’s sales, networks, and product organizations. He has been instrumental in the development of many strategic alliances with major global carriers including AT&T, Telefonica, PLDT, Bell Canada, Telstra, Orange, and Singtel.
Previously, he was Vice President of Corporate Development, and was instrumental in helping to establish Akamai’s Carrier Products business in 2012, in addition to leading numerous mergers and acquisitions from 2005 to 2012. His first role at Akamai was as Senior Director of Finance. He then took over Akamai’s Sales Operations and helped create the company’s first Business Operations Group.
Before joining Akamai, he was Controller for iCast Corporation, a CMGI company. He started his career in Public Accounting working for Arthur Andersen’s High Technology Practice and for PWC in their Transaction Services Group.
In July 2021, Mr. McGowan was named to the Board of Directors of Winvest Acquisition Corporation (NASDAQ: WINV), where he serves as Audit Committee Chairman.
Mr. McGowan is a Certified Public Accountant. He holds a Bachelor of Science in Business Administration from Providence College and a Certificate in Accountancy from Bentley College. He is also a graduate of the Greater Boston Executive Program at MIT’s Sloan School of Management.
Mr. McGowan is also a member of the Wall Street Journal and CNBC CFO councils and was named 2021 Large Public Company CFO of the year by The Boston Business Journal in May 2021.
Steve Valenzuela
Alarm.com
Steve Valenzuela currently serves as the Chief Financial Officer of Alarm.com since joining in November 2016. Steve has over 20 years of CFO experience working for public and private technology companies with a focus on SaaS and enterprise software. Steve completed an IPO, a secondary public offering and a Bond offering raising over $1 billion dollars for a number of technology companies. He holds a B.S. degree in accounting from San Jose State University and an M.B.A. from Santa Clara University.
Prashanth Mahendra-Rajah
Analog Devices
As Senior Vice President, Finance and Chief Financial Officer, Mr. Mahendra-Rajah sets Analog Devices’ financial strategy and oversees ADI’s global finance organization, with responsibility for financial management, planning, controls, and reporting.
Prior to joining Analog Devices, Mr. Mahendra-Rajah was Chief Financial Officer of WABCO Holdings Inc., a global supplier of commercial vehicle technologies. He previously served as Division CFO and in other financial leadership roles at Applied Materials, Visa, and United Technologies.
Mr. Mahendra-Rajah has been recognized by Institutional Investor Magazine as a Top CFO in Semiconductors in 2019 and 2020 by equity research analysts. He is also a member of CNBC’s Global CFO Council. He serves on the Board of Advisors and on the Finance Committee for the Isabella Stewart Gardner Museum and is on the Advisory Board for the University of Michigan School of Engineering, Dept. of Computer and Electrical Engineering.
Mr. Mahendra-Rajah holds a B.S. in Chemical Engineering from the University of Michigan, a M.S. in Engineering from Johns Hopkins University, and an M.B.A. from Purdue University, Krannert School of Management.
Vikas Mehta
Anaplan
Vikas has an extensive career building digital businesses and driving digital transformation in technology and retail organizations. He has nearly 20 years of experience across finance and strategic leadership roles including divisional CFO, financial planning, audit, controllership, investor relations, and M&A.
Prior to joining Anaplan, Vikas held multiple leadership roles at Microsoft in their commercial business, cloud computing and digital transformation efforts specifically with regard to sales strategy, business development, and finance. He also held a key role in investor relations where he established a strong rapport and track record with investors. Vikas has also worked at Walmart eCommerce, eBay, and Autodesk. Most recently, Vikas was CFO at Nike Direct, a division of Nike, where he led both the digital and the direct-to-consumer transition.
Pascal Desroches
AT&T
Pascal is responsible for AT&T’s finance shared services, financial planning, corporate development, accounting, tax, auditing, treasury, investor relations and corporate real estate.
Pascal previously served as the Executive Vice President and Chief Financial Officer of WarnerMedia and the Administrative Officer of Turner Broadcasting System Inc., with responsibility for all of WarnerMedia’s financial operations as well as Turner’s global communications, facilities, human resources, legal, strategy and research, security and technology organizations. Prior to his role with WarnerMedia, Pascal served as Turner’s Chief Financial Officer and Senior Vice President and Global Controller of Time Warner (now WarnerMedia).
Before joining the WarnerMedia family, Pascal was a partner in KPMG LLP’s Department of Professional Practice and was also a professional accounting fellow with the Office of the Chief Accountant at the United States Securities and Exchange Commission (SEC).
Pascal is an honors graduate of St. John’s University where he received a BS in accounting. He received an MBA, with a concentration in corporate finance and management of organization, from the Columbia University Graduate School of Business.
Previously, Pascal served on the Board of Directors of Davita Inc. (NYSE: DVA) where he Chaired the Audit Committee and was a Trustee of St. John’s University. He serves on the Board of Trustees of Prep for Prep and Sundance Institute.
Pascal and his wife, Yvette, live in Dallas and have two adult children, Erika and Justin.
Emily Portney
BNY Mellon
Emily is BNY Mellon’s Chief Financial Officer, responsible for our global financial strategy and finance functions, including controllership, business CFO teams, treasury, capital management, tax, corporate development, investor relations, procurement and real estate. Emily is a member of our Executive Committee. Previously, Emily led the global client management, sales and service teams for BNY Mellon’s Asset Servicing business, which provides investment administration, and operational and technology solutions to alternative investment managers, asset managers, asset owners, insurance companies, banks and broker-dealers. She also oversaw the Americas region for the Asset Servicing business. Prior to joining BNY Mellon, Emily was CFO for Barclays International, where she helped to establish the non-ring-fenced bank, and led a global organization spanning the Corporate and Investment Bank, the Private Bank, and the Cards and Payments businesses. Emily began her career with JP Morgan, where she held various leadership roles, including global head of Clearing and Collateral Management, a brokerage unit that provided agency execution, clearing, and collateral management services across derivatives and securities markets worldwide. She also served as CFO of Equities and Prime Services. Emily is a member of the board of directors for MarketAxess, a publicly traded corporation. She holds a Master of Business Administration from Columbia Business School and a bachelor’s degree from Duke University.
Adam Swiecicki
Brex
Adam is the Chief Financial Officer for Brex, a B2B fintech company that was most recently valued at $12.3Bn.
Prior to Brex, Adam worked as an investor at Viking Global, a $60Bn hedge fund, and Hellman & Friedman, a $50Bn private equity firm. Adam began his career in investment banking with the Morgan Stanley M&A group.
Adam graduated from the University of Michigan with a BBA in 2011, and he earned an MBA from Harvard Business School in 2017.
Edmund Reese
Broadridge Financial Solutions
Edmund Reese is Chief Financial Officer for Broadridge Financial Solutions.
John Wall
Cadence
John Wall is Senior Vice President and Chief Financial Officer (CFO) at Cadence, and is responsible for financial strategy, global finance and operations, strategic sourcing, enterprise data & analytics, as well as capital allocation, investor relations, strategic and tax planning, treasury, workplace resources, m&a and integrations. A 25 year veteran at Cadence, Wall previously served as Corporate Controller and in a number other finance and operational roles, starting in Cadence’s Dublin, Ireland office before moving to San Jose Headquarters in 2015 where he was internally promoted to CFO. Early in his career at Cadence, Wall implemented the company’s international corporate structure, and was instrumental in the creation of several of the company’s sales models and its transition to a recurring revenue model. Today, Wall is focused on accelerating Cadence’s Intelligent System Design strategy, maximizing long-term shareholder value, and driving continuous improvement in the financial performance for which Cadence is known. He is a Fellow of the Association of Chartered Certified Accountants and holds an NCBS from the Institute of Technology, Tralee in Ireland.
Zach Davis
Cheniere Energy
Mr. Davis has served as Senior Vice President and Chief Financial Officer since August 2020. Mr. Davis also serves as a director and Senior Vice President and Chief Financial Officer of Cheniere Energy Partners GP, LLC, a wholly-owned subsidiary of Cheniere and the general partner of Cheniere Energy Partners, L.P., and as a director of the Cheniere Foundation. Mr. Davis joined Cheniere in November 2013. He previously served as Senior Vice President, Finance from February 2020 to August 2020 and as Vice President, Finance and Planning from October 2016 to February 2020. Mr. Davis has over 14 years of energy finance experience, focusing on strategic advisory assignments and financings for companies, projects and assets in the LNG, power, renewable energy, midstream and infrastructure sectors. Prior to joining Cheniere, Mr. Davis held energy investment banking and project finance roles at Credit Suisse, Marathon Capital and HSH Nordbank. Mr. Davis received a B.S. in Economics from Duke University.
Pierre Breber
Chevron Corporation
Pierre R. Breber, 57, is vice president and chief financial officer of Chevron, a position he assumed in 2019. He is responsible for controller, tax, treasury, audit and investor relations activities worldwide.
Previously Breber served as executive vice president of Downstream and Chemicals since 2016. In this role, he was responsible for directing the company’s worldwide manufacturing, marketing, lubricants, chemicals and Oronite additives businesses. He also oversaw Chevron’s joint-venture Chevron Phillips Chemical Company.
Breber was executive vice president of Gas and Midstream where he was responsible for commercializing Chevron’s natural gas resources and the company’s shipping, pipeline, power and energy management, and supply and trading operations. With more than 25 years of service, Breber has served in a number of leadership positions with increasing responsibilities including managing director, Asia South Business Unit; Chevron vice president and treasurer; vice president, Finance, Chevron Downstream; and manager, Finance and Business Services, Chevron Upstream Europe Business Unit.
Breber is chair of the board of directors of the United Way Bay Area. He also serves as a board member of the Thurgood Marshall College Fund.
Breber joined Chevron in 1989 as a financial analyst. He earned bachelor’s and master’s degrees in mechanical engineering from the University of California, Berkeley, in 1986 and 1987, respectively, and a master’s degree in business administration from Cornell University in 1989.
Rob McMurray
ChristianaCare
Rob McMurray is the Chief Financial Officer of Christiana Care and is responsible for the direction and oversight of all financial operations at Christiana Care. He also has oversight of supply chain operations. He joined Christiana Care in 2008 as Vice President and Controller.
He is the board chair of the Delaware Center for Maternal Fetal Medicine, Inc., a Christiana Care subsidiary, and is on the boards of eBrightHealth ACO, Christiana Care Insurance Company, LTD, The Committee of 100, and is a member of the Audit Visiting Committee of the University of Delaware. Rob was named 2020 CFO of the Year by the Philadelphia Business Journal.
Prior to joining Christiana Care, Mr. McMurray was a senior manager in the assurance practice in Ernst & Young’s Philadelphia office, specializing in health care.
Mr. McMurray received a bachelor’s degree in economics from Temple University and a master’s degree in business administration from Drexel University. He is also a Certified Public Accountant.
Scott Herren
Cisco
R. Scott Herren is Executive Vice President and Chief Financial Officer (CFO) at Cisco, managing the financial strategy, global finance organization, procurement, and mergers/ acquisitions and integrations for the company with total revenue for fiscal year 2021 of $49.8 billion and 79,500 employees. Herren is focused on accelerating Cisco’s shift towards a more software-based business model, maximizing long-term shareholder value, and maintaining the high level of integrity and transparency for which Cisco is known.
Prior to joining Cisco in 2020, Herren spent over six years as CFO at Autodesk where he was responsible for global financial strategy including operations, corporate development, financial systems, tax and treasury as well as the company’s procurement organizations. Herren was instrumental in orchestrating Autodesk’s business-model transformation – shifting from selling perpetual licenses to selling subscriptions. Before Autodesk, he held senior level strategy and financial positions at Citrix Systems, FedEx and IBM.
Herren is a chair of the Industrial and Systems Engineering (ISyE) Advisory Board and a member of the College of Engineering Advisory Board at Georgia Tech. He holds a Bachelor of Industrial Engineering from Georgia Institute of Technology and a Master of Business Administration degree in Finance from Columbia University.
Mark Mason
Citi
Mark Mason was named Chief Financial Officer of Citi in February 2019. He is responsible for the financial management of the company and also spearheads Citi’s Expense Management and Citi Ventures Initiatives. Prior to being named Citi CFO, Mark served as CFO of Citi’s Institutional Clients Group (ICG) and was the executive responsible for Citi’s Comprehensive Capital Analysis and Review (CCAR) submission process. Mark joined Citi in 2001 and has held several senior operational, strategic and financial executive positions, including Chief Executive Officer of Citi Private Bank, CEO of Citi Holdings and CFO and Head of Strategy and M&A for Citi’s Global Wealth Management Division. Prior to his tenure at Citi, Mark was Director of Strategy and Business Development with Lucent Technologies. He also spent several years as a strategy consultant with Marakon Associates, working with a number of Fortune 100 companies to develop strategies to maximize shareholder value. Mark also has investment banking experience with the Goldman Sachs Group, Inc. Mark serves as a trustee of Howard University, where he received a Bachelor of Business Administration degree in finance and graduated with honors. He also holds a Master of Business Administration degree from Harvard Business School. He is a former director of Primerica, Inc. He resides in New Jersey with his wife and two children.
Todd Ford
Coupa
Todd is President, Finance and Operations, at Coupa. Prior to Coupa, Todd served as CFO of MobileIron, where he led the company through a successful IPO in 2014, and was responsible for financial planning and analysis, accounting, treasury activities, and investor relations. Todd was a Founding General Partner at Broken Arrow Venture Capital, where he invested in early-stage companies. He also previously served as CFO and President of Rackable Systems Inc. (now Silicon Graphics International Corp) where he led the start-up from $20 million in revenues to more than $350 million in revenues as a publicly traded company. Todd has also held various management and financial positions with several technology companies including Raster Graphics and Cadence Design Systems. He began his career with Arthur Andersen and Ernst & Young. Todd currently sits on the Board of Directors for HashiCorp. Todd earned a B.S. in Accounting from Santa Clara University.
Al Hamood
Culligan
Mr. Hamood is a seasoned business executive with a well-established track record, including key leadership roles of CEO, CFO, EVP and President, for several large and global private and public corporations. Mr. Hamood is currently the Executive Vice President and Chief Financial Officer of Culligan International, a multi-billion-dollar global corporation operating in over 90 countries. Mr. Hamood leads and manages several global teams and functions.
Previous to this role, Mr. Hamood served as the CEO (Acting) and President of ATI Physical Therapy Corporation, one of the nation’s largest and fastest growing retail-based healthcare organizations, where he managed nearly 1,000 clinical locations and approximately 8,000 employees. Mr. Hamood has over 25 years of Financial and Executive Leadership level experience for several global and prominent publicly listed companies, including: Change Healthcare, TransUnion, Hewlett Packard (formerly “EDS”), the Walt Disney Company and Deloitte and Touché. He has been instrumental in developing and driving global organic and inorganic strategies and translating those strategies into operational successes. From a capital markets standpoint, he has led these companies through several successful market-making monetization events, including: initial public offerings (IPO, resulting in an $17B MV), secondary equity market offerings, multiple private equity sales processes, merger and acquisition transactions, public-readiness processes and numerous domestic and international capital market events.
Mr. Hamood has solid boardroom experience, including a Board Member and Audit Committee Chairman for 2 large for-profit corporations, and the Chairman of the Board for Chicago Run (non-for-profit). He too holds the title of Senior Operations Advisor for Advent International, working across several of their portfolio companies serving as a strategic advisor across a multitude of business issues and strategies.
Mr. Hamood holds a Bachelor of Business Degree in Finance from the University of Iowa, a Law Degree from Southwestern University School of Law (Juris Doctorate & Illinois Bar Admissions) and a Certified Public Accountant (Inactive status). Mr. Hamood was named a “Top 40, under 40” Global Financial Executive.
Tom Sweet
Dell Technologies
Tom Sweet is Dell Technologies’ chief financial officer (CFO). He oversees all aspects of the company’s finance function, including accounting, financial planning and analysis, tax, treasury and investor relations, as well as global business operations, Dell Financial Services and Dell Technologies Capital. He also leads corporate strategy, partnering closely with the office of the CEO to develop and execute a long-term growth strategy that creates value for Dell Technologies stakeholders. Tom joined Dell in 1997 and held various leadership positions before assuming the CFO role, including vice president of corporate finance, controller, head of internal audit, and chief accounting officer. He oversaw external financial reporting in the years before Dell’s historic five-year shift to privatization and served in a number of sales leadership roles in education and in various corporate business units. Prior to Dell Technologies, Tom was vice president of accounting and finance for Telos Corporation and spent 13 years with Price Waterhouse providing audit and accounting services to the technology industry. Tom received a bachelor’s degree in business administration from Western Michigan University and is a Certified Public Accountant. He serves on the board of directors of Trimble, an industrial technology company, and the advisory boards of the University of Texas McCombs School of Business and the Salvation Army of Central Texas.
Anat Ashkenazi
Eli Lilly and Company
Anat Ashkenazi is senior vice president and chief financial officer for Eli Lilly and Company.
Since joining Lilly in 2001, Anat has held a range of roles across strategy, finance and Six Sigma. Most recently, she served as senior vice president, controller and CFO of Lilly Research Laboratories In this role, she oversaw the CFOs of the company’s commercial businesses, as well as those for research and development, manufacturing and quality, and G&A functions. She also led the corporate strategic planning team, business transformation office, and served as CFO for several of the company’s global business areas. Prior to joining Lilly, she worked in financial services at Ma’alot Standard & Poor’s and at Ha’poalim Bank in Israel.
Anat earned a bachelor’s degree from the Hebrew University in finance and economics and a master of business administration from Tel Aviv University.
Anthony Pagano
Genmab
Mr. Pagano joined Genmab in 2007, was appointed Senior Vice President in 2011 and became the Executive Vice President and Chief Financial Officer effective March 1, 2020. Prior to joining Genmab, Mr. Pagano was Corporate Controller and Senior Director of Business Planning at NovaDel Pharma, a publicly traded specialty pharmaceutical company. He started his career at KPMG LLP, reaching the position of Manager, where he provided audit and M&A consulting services to clients ranging from start-ups to Fortune 500s in a broad range of industries.
He is a Certified Public Accountant and received a B.S. in Accounting from The College of New Jersey, as well as an M.B.A. from the Stern School of Business at New York University.
Michael Weiner
Genpact
Mike Weiner is chief financial officer of Genpact.
In this role, Mike supports the company’s strategic growth initiatives, driving the company’s financial performance and shareholder value.
Mike is a seasoned finance executive. He joined Genpact in August 2021 from National General Holdings Corp., a specialty insurance company where he served as chief financial officer and treasurer.
Prior to that, Mike was chief financial officer of the Global Insurance Division of Ally Financial, a unit of GMAC Financial Services Inc. He was also with Cerberus Capital Management Operations and Advisory Company, serving as a key leader on their financial services team. Earlier in his career Mike held financial management positions with Citigroup, KPMG, Bankers Trust Company, and Dreyfus Service Corporation.
Mike brings to Genpact strong leadership and finance experience with public companies. He has a proven track record of taking companies public, managing numerous capital offerings, developing strong buy- and sell-side investor coverage, and managing complex mergers and acquisitions. He also has partnered with internal teams to lead restructuring and integrations to grow profitable business and create significant value.
Mike is a chartered financial analyst. He earned an MBA from Hofstra University and a bachelor’s degree in business administration from Adelphi University.
Brad Hampton
Helzberg Diamonds
Brad Hampton was named CFO of Helzberg Diamonds in June of 2017. Helzberg Diamonds, a Berkshire Hathaway Company, is a nationwide and online fine jewelry retailer. He has responsibility for the company’s Finance, Accounting, Treasury, Risk Management, Strategy, Sourcing, and Information Technology functions. Prior to Helzberg, Brad held numerous financial executive roles with Sprint Corporation, including Business Unit CFO, Investor Relations Officer, and head of Financial Planning and Analysis. Before joining Sprint, Brad also worked in Finance at Lockheed Martin Corporation. Brad serves as a director on the board of Make-a-Wish Missouri & Kansas, a is a trustee and Board President for a local private school.
Tiziana Figliolia
Hootsuite
Mrs. Figliolia has more than 25 years experience in the technology industry leading a wide range of strategic, financial, and operational functions at billion-dollar global publicly traded companies. She is currently Chief Financial Officer of Hootsuite, the global leader in social media management, where she is responsible for Hootsuite’s finance organization and leads the company’s, accounting, FP&A functions, IR, tax, and treasury functions. Mrs Figliolia is also the Co-Founder, Board Member and Treasurer of Full STEAM Forward, Inc., a 501c3 non profit dedicated to solve the iniquities in STEM careers.
Marie Myers
HP Inc.
Marie Myers is Chief Financial Officer for HP Inc..
Susan Diamond
Humana
Susan M. Diamond serves as Humana’s Chief Financial Officer, with responsibility for all accounting, actuarial, analytical, financial, internal audit, investor relations, risk management, tax, and treasury activities. Susan is a member of the Management Team, which sets the company’s strategic direction, and reports to President and Chief Executive Officer Bruce Broussard. Susan has spent the majority of her tenure with Humana in various leadership roles in the Medicare business, with a particular passion and emphasis on growth and consumer segmentation strategies for the company’s Individual Medicare Advantage and Stand Alone Part D offerings. Susan also served for two and a half years as the Enterprise Vice President of Finance, where she was responsible for enterprise planning and forecasting, trend analytics and had responsibility for each of the company’s line of business CFOs and controllers. Susan most recently held the position of Segment President, Home Business (July 2019-June 2021) and during this time she led the acquisition of the remaining 60 percent interest in Kindred at Home valued at $5.7 billion, the largest acquisition in Humana’s history, as well as onehome, a provider and convener of home-based services and care and risk manager, to further accelerate the development of Humana’s value-based home health offering. Prior to Humana, Susan spent six years working in various financial leadership roles for early stage, venture backed technology companies, and five years as the Chief Financial Officer for a Louisville based venture capital firm, working with early stage companies across a variety of industries. Susan earned a Bachelor of Arts in Accounting from Bellarmine College (now Bellarmine University) and is a licensed certified public accountant (inactive). She currently serves on the Board of Trustees for Bellarmine University, DispatchHealth and Heal.
Nick Giovanni
Instacart
Nick Giovanni is Instacart’s CFO, overseeing finance & accounting, business operations, and corporate development. Before joining Instacart, he spent more than 20 years at Goldman Sachs where he most recently served as Head of the Global Technology, Media and Telecom Group. At Goldman Sachs, he advised clients on hundreds of capital markets transactions, including IPOs for Airbnb, DoorDash, Square, Meituan, Twitter, and Snap, and direct listings for Spotify and Slack. He also worked on numerous mergers that helped to reshape industries, including Slack’s sale to Salesforce, Credit Karma’s sale to Intuit, Skype’s sale to Microsoft and Zillow’s purchase of Trulia. He was a member of Goldman Sachs Investment Banking Division’s Executive Committee and Growth Investing Committee. Nick is a Trustee at the California Academy of Sciences and a member of the Leadership Council of Tipping Point. He lives in San Francisco with his wife and three children.
Joseph Wolk
Johnson & Johnson
Joseph J. Wolk (Joe) is the Executive Vice President and Chief Financial Officer for Johnson & Johnson. Joe serves as a member of the company’s Executive Committee, plays a strategic role in the overall management of the organization and leads the development and execution of the business’ global long-term financial strategy. Additionally, as a financial steward of Johnson & Johnson, Joe’s scope of responsibilities include driving competitive and profitable growth, generating sustainable cash flow, allocating capital to maximize value creation and managing risk across the entire enterprise.
Joe leads the worldwide Finance and Global Services organizations, which comprise approximately 9,000 colleagues around the globe. He assumed the role of Chief Financial Officer in July 2018 and has been with Johnson & Johnson for 23 years.
Prior to assuming his current responsibilities, Joe was the Vice President of Investor Relations for Johnson & Johnson. In this role, he developed a winning strategy for building strong relationships with the investment community and disseminating Johnson & Johnson’s value creation narrative to all external financial stakeholders. During Joe’s tenure in this role, the Investor Relations function was regularly recognized by Institutional Investor as one of the best teams in the industry.
Prior to Investor Relations, Joe held a variety of senior leadership roles in several segments and functions across the company, where he achieved superior results. He served as Vice President of Finance for the Pharmaceuticals Group, Vice President of Finance for the Medical Devices Global Supply Chain and Chief Financial Officer of the North America Pharmaceuticals Group.
Joe is an accomplished, Credo-based leader, and is passionate about talent development, driving innovation and community service. He is the executive sponsor of Johnson & Johnson’s Impact Venture Fund, an “impact investment” fund that provides funding to entrepreneurs and their start-up companies or social enterprises to address healthcare challenges impacting people around the world. He is also the executive sponsor of the Veterans Leadership Council and a champion of the Finance Leadership Development Program. Additionally, he is a member of the Stanford Medicine Board of Fellows, the CNBC Global CFO Council and the Wall Street Journal CFO Network.
Joe holds a Bachelor of Science degree in Finance from St. Joseph’s University, where he currently serves on the Haub School of Business Board of Visitors, and a Juris Doctor degree from Temple University School of Law. He is also a Certified Public Accountant (CPA).
Doug Bettinger
Lam Research
Douglas R. Bettinger is our executive vice president, chief financial officer, and chief accounting officer with responsibility for Finance, Tax, Treasury, Information Technology, and Investor Relations. Prior to joining the Company in 2013, Mr. Bettinger served as senior vice president and chief financial officer of Avago Technologies from 2008 to 2013. From 2007 to 2008, he served as vice president of Finance and corporate controller at Xilinx, Inc., and from 2004 to 2007, he was chief financial officer at 24/7 Customer, a privately held company. Mr. Bettinger worked at Intel Corporation from 1993 to 2004, where he held several senior-level finance positions, including corporate planning and reporting controller and Malaysia site operations controller. Mr. Bettinger earned an M.B.A. degree in finance from the University of Michigan and a B.S. degree in economics from the University of Wisconsin in Madison.
Harmit Singh
Levi Strauss & Co.
Harmit Singh is executive vice president and chief financial officer of Levi Strauss & Co. He is responsible for managing the company’s finance, information technology, strategic sourcing and global business services functions globally. This includes: financial planning and analysis, strategic planning and corporate development, accounting and controls, tax, enterprise risk management, treasury, internal audit, and investor relations. Harmit is a seasoned financial executive with more than 30 years of experience in driving growth for global consumer brands. Throughout his career, he has worked at companies that serve consumers in the hospitality, restaurant, travel and financial industries. Prior to joining LS&Co. in January 2013, Harmit served as chief financial officer of Hyatt Hotels Corporation, where he successfully established a global financial structure, took the company public, built a strong balance sheet, and drove growth by supporting capital deployment for acquisitions and investments. Before Hyatt Hotels Corporation, Harmit held various global leadership roles at Yum! Brand foods, the world’s largest restaurant company, including CFO of Pizza Hut U.S. and CFO of Yum Restaurants International. Early in his career, Harmit also worked at American Express India and Price Waterhouse in India. Harmit holds a Bachelor of Commerce from Shri Ram College of Commerce, Delhi University, and is a chartered accountant from India. In 2018, Harmit was named to the board of OpenText, a global enterprise information management software company. In 2019, he joined the Accounting for Sustainability (A4S) project, helping to establish the U.S. Chapter of the organization and mobilize other prominent financial leaders to promote the business case for sustainability, and in 2021 he was named the U.S. Co-Chair of A4S. He is also a proud member of the CNBC Global CFO Council and the Wall Street Journal CFO Network and World 50 (a private community for C-level executives at globally respected organizations). He was also named in the Top 20 C-sustainability champions for 2021 by Green Biz. He previously served on the board of directors for Buffalo Wild Wings, Inc.
Matthew Hardt
Lineage Logistics
As Chief Financial Officer, Matt Hardt oversees Lineage Logistics’ financial needs and is responsible for creating a firm foundation for future growth. He and his leadership team are focused on building a world-class finance organization, serving as key business partners to the CEO and developing strong financial acumen across the company. Prior to joining Lineage, Matt served in financial and executive leadership positions at Cooper Standard Automotive, TE Connectivity (formerly Tyco Electronics), and General Electric Company. He holds a Bachelor’s degree from Siena College.
Rich Veldran
LogMeIn
Rich Veldran is Chief Financial Officer for LogMeIn, where he is responsible for the company’s finance operations, along with legal, corporate development, internal systems and procurement.
Prior LogMeIn, Rich served as CFO for Dun & Bradstreet. Rich spent 15 years at D&B, holding a series of executive positions including North America CFO, Treasurer and Investor Relations Officer, SVP of Global Business Process Reengineering and Chief Strategy Officer. He became CFO in 2011 and served 8 years in that capacity, leading the process to take D&B private in 2019.
Prior to D&B, Rich spent 15 years in senior finance positions across ADP and Procter & Gamble.
He holds an MBA in Finance from Cornell University and a B.S. in Industrial Engineering and Operations Research from Cornell University.
Britt Vitalone
McKesson Corporation
Britt Vitalone is the executive vice president and chief financial officer for McKesson Corporation. Vitalone assumed the role of chief financial officer in January 2018 and is responsible for providing strategic financial leadership for McKesson. This includes ensuring the company’s strategy creates shareholder value, communicating the company’s strategies and performance to investors, and implementing a capital structure, financial processes and controls to support the company’s growth and return on investment goals. Vitalone oversees the company’s overall financial activities, including controllership, tax, treasury, financial planning, investor relations, internal audit and financial services operations. He also has responsibility for McKesson’s global direct and indirect procurement operations.
Vitalone joined McKesson in 2006, and prior to becoming executive vice president and chief financial officer, he served as senior vice president and chief financial officer, McKesson U.S. Pharmaceutical and Specialty Health. He also was senior vice president of corporate finance and M&A Finance, and senior vice president and chief financial officer, McKesson Medical-Surgical.
Vitalone is a member of McKesson’s executive committee. Additionally, he is a member of the CNBC Global CFO Council.
Vitalone holds a Bachelor of Science degree in Accounting from St. John Fisher College and is a certified public accountant. He is based in Las Colinas, Texas.
Eric Kutcher
McKinsey & Company
Eric serves as McKinsey’s chief financial officer and is a member of the firm’s Shareholders Council (our global governance board) and the operating team in service of the firm and its partners. Since joining McKinsey, Eric has served technology, media, telecommunications, and industrial companies across the value chain, including large telecommunications operators, prominent software companies, leading technology conglomerates, and semiconductor companies. As the former global leader of the firm’s Technology, Media & Telecommunications Practice, Eric has led transformations across the globe and helped build its capabilities and perspectives across this sector. He was instrumental in the firm’s initiative to serve early-stage, business-to-business technology companies.
Deeply committed to McKinsey’s gender research, Eric helped establish the firm’s partnership with Lean In—a nonprofit dedicated to supporting women—to develop a holistic diagnostic and longitudinal benchmark to understand how McKinsey can help companies create an environment for women to succeed in the workforce.
Eric is also a member of the Strategy & Corporate Finance Practice, where he has played an important role advancing our work in corporate growth. As a thought leader at McKinsey, Eric is a sought-after speaker and author.
Examples of Eric’s recent work include the following:
-leading a complete turnaround of one of the world’s largest storage companies—including strategy, M&A, integration, and transformation—doubling the size of the company
-guiding the platform transformation of a leading business-to-business software and media company, including rebasing costs, developing platform strategy, executing the transition plan, and redesigning the organization
-steering the restructuring of a midsize software company, including the transformation office, pricing execution, backend process redesign, sourcing, and strategy
-leading the sales transformation of one of the world’s largest tech companies, building capabilities to develop and sell solutions for analytics and digital
-leading an analytics-driven growth program for one of the world’s largest telecom operators
-leading a holistic performance transformation of a leading telecom equipment provider
Outside of McKinsey, Eric serves on the boards of Silicon Valley Leadership Group and Hopkins School, and he is a member of Young Presidents’ Organization. Eric is an avid and competitive golfer, skier, and Yankees fan.
Eric earned a MENG degree in financial engineering and operations research and a BSc degree in material science and engineering at Cornell University.
Michael Gordon
MongoDB
Michael brings more than 25 years of financial management and business experience to his roles as COO and CFO of MongoDB. Michael has a strong background in finance, strategy and business operations and a track record of helping high growth companies scale successfully. Previously, he was the Chief Operating Officer and Chief Financial Officer at Yodle, where he was responsible for the strategic and operational management of all aspects of finance and business operations, business development, reseller programs, corporate development and legal affairs. Prior to Yodle, Michael was a Managing Director in the Media and Telecom investment banking group at Merrill Lynch, where he helped raise over $20 billion in capital for clients, including many initial public offerings, and advised clients on over $50 billion in mergers and acquisitions transactions. Prior to Merrill Lynch, Michael worked in brand management at Procter & Gamble. Michael serves on the board of directors of UiPath, a public enterprise automation software company, and Share Our Strength, one of the nation’s leading anti-hunger organizations. Michael serves on the Tech:NYC Leadership Council, and is an advisor to entrepreneurial and high growth companies. He was named to the 2016-2017 class of David Rockefeller Fellows. Michael received an A.B. from Harvard College and an M.B.A. from Harvard Business School.
Richard Hrabchak
Mutual of Omaha Insurance
Richard Hrabchak is Chief Financial Officer and Chief Investment Officer at Mutual of Omaha. He is responsible for oversight and management of all finance and investment activities of the company and its affiliates.
Hrabchak joined Mutual of Omaha in 2016 after 29 years with Prudential Financial, Inc. There, he held a variety of investment management and finance positions and most recently served as Chief Investment Officer of the U.S. Retirement Business.
Hrabchak received a bachelor’s degree from Duke University and a master’s degree from the Wharton School at the University of Pennsylvania. He holds the Chartered Financial Analyst and Chartered Life Underwriter designations.
Ann Dennison
Nasdaq
Ann Dennison serves as Executive Vice President and Chief Financial Officer at Nasdaq. With more than 20 years of experience in corporate finance, financial reporting and analysis, Ann leads a global team responsible for Corporate Finance (Controllers, Tax, Advisory Office), Treasury, Planning & Analysis, Investor Relations, ESG Reporting, Procurement and Real Estate, Facilities and Security. Ann joined Nasdaq in 2015 as Senior Vice President, Controller and Chief Accounting Officer and was responsible for all areas of the company’s accounting, financial reporting, analysis, and disclosure as well as budgeting and planning, tax, procurement and global accounting operations. Prior to joining Nasdaq, Ann was a Managing Director and head of Financial Reporting at Goldman Sachs. Ann holds a BBA/MBA, Accounting and Finance from Pace University’s Lubin School of Business.
Vibhu Sharma
Pacific Life
Mr. Sharma is executive vice president and chief financial officer of Pacific Life where he is responsible for the development and implementation of Pacific Life’s corporate and financial strategies. He oversees the actuarial, corporate finance, internal audit, enterprise risk management, and business development functions. Mr. Sharma serves on Pacific Life’s management committee. Mr. Sharma joins Pacific Life from Thrivent where he served as executive vice president, CFO, and treasurer. In this role, he was responsible for the finance and actuarial organizations, as well as ensuring the organization’s financial strength and stability, and ability to deliver on financial promises. In addition, he co-led Thrivent’s transformation efforts. He previously served as executive vice president, CFO, and treasurer of Mutual of Omaha and has held global leadership roles at Zurich Insurance Group (CFO of Zurich in North America, group controller, group CFO ad interim and CEO of the U.K.) and Collins Associates. Mr. Sharma began his career at KPMG, rising to the role of partner while serving insurance companies in the U.S. and globally. Sharma has a bachelor of business administration in accounting from Southern Methodist University (SMU) and is a recipient of the Distinguished Service Award from SMU. He serves as a board director for M.A. Mortenson Company and Hazeltine National Golf Club. Sharma also serves as a council member for Minnetonka Beach, a city located in Hennepin County, Minnesota.
Dave Glazer
Palantir Technologies
Dave is currently Palantir’s Chief Financial Officer. He joined the company in 2013 and has held numerous leadership positions. Before joining Palantir, he was a corporate securities attorney at law firm Wilson Sonsini Goodrich & Rosati, where he advised technology companies on initial public offerings, mergers & acquisitions and debt and equity transactions. Dave also serves as a member of the Board of Directors at Grove Collaborative. He obtained his bachelor’s degree from Santa Clara University and his law degree from Emory University School of Law in Atlanta.
Naveen Chopra
Paramount
Naveen Chopra is Chief Financial Officer for Paramount.
John Rainey
PayPal
As the executive vice president and CFO at PayPal, John is responsible for leading the company’s financial operations. He also leads the company’s Global Customer Operations, guiding the efforts of over 10,000 PayPal employees and third-party FTEs to deliver great service experiences though its call centers around the world.
Prior to PayPal, John was Executive Vice President and CFO at United Airlines. He spent a combined 18 years between United and Continental Airlines and, as CFO, was responsible for the company’s financial operations and corporate strategy functions. He began his professional career at Ernst & Young LLP.
John is on Nasdaq’s board of directors, where he is a member of the management compensation committee and chair of the finance committee. He also serves on the advisory board for Baylor University’s Hankamer School of Business, and is a member of the University President’s Leadership Council. He formerly served on the national board of trustees for the March of Dimes.
John earned his MBA and Bachelor of Business Administration from Baylor University.
Hugh Johnston
PepsiCo
Hugh Johnston is Vice Chairman and Chief Financial Officer of PepsiCo. PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated $70 billion in net revenue in 2020, driven by a complementary beverage and convenient foods portfolio that includes Lays, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream. PepsiCo’s product portfolio includes a wide range of enjoyable foods and beverages, including many iconic brands that generate more than $1 billion each in estimated annual retail sales.
Hugh assumed the role of Chief Financial Officer in 2010, and is responsible for providing strategic financial leadership for PepsiCo, including ensuring the company’s strategy creates shareholder value, communicating the company’s strategies and performance to investors, and implementing a capital structure, financial processes and controls to support the company’s growth and return on investment goals.
In addition, Hugh’s portfolio has included a variety of responsibilities, including leadership of PepsiCo’s information technology function since 2015, the company’s global e-commerce business from 2015 to 2019 and the Quaker Foods North America division from 2014 to 2016. In these roles, Hugh has focused on addressing global trends that are reshaping the food and beverage industry, including health and wellness, the rise of the digitally connected consumer and the emergence of e-commerce as a new distribution channel.
Hugh joined PepsiCo in 1987, and has served in a variety of positions, including Executive Vice President, Global Operations, PepsiCo; President, Pepsi-Cola North America; Senior Vice President, Transformation, PepsiCo; Senior Vice President and Chief Financial Officer, PepsiCo Beverages and Foods; and Senior Vice President, Mergers and Acquisitions, PepsiCo.
Hugh is active with a number of corporate, NGO and academic organizations, and currently serves as a member of the board and chair of the audit committee of Microsoft Corporation. Other organizations in which Hugh serves include: a director for the Peterson Institute for International Economics, the leading global economic think tank; the University of Chicago’s Booth School CFO Forum Advisory Board; Syracuse University’s Whitman School of Management Advisory Council. Additionally, he is a member of the Federal Reserve Bank of New York Second District Advisory Council and the CNBC Global CFO Council. Previously, he served as a director of AOL, Inc., where he chaired the audit and finance committee, and a director of Twitter, Inc., where he served as a member of the audit committee.
Hugh holds a B.S. from Syracuse University and an M.B.A. from the University of Chicago.
Hugh is based in Purchase, N.Y.
James Hope
Performance Food Group
James Hope was named Executive Vice President and Chief Financial Officer for PFG in March 2018 after serving as Executive Vice President of Operations for PFG since July 2014.
Prior to joining PFG, Jim spent 26 years in executive leadership roles at Sysco Corporation. Most recently he was Executive Vice President of Business Transformation after serving as Senior Vice President of Sales and Marketing. Before that Jim progressed through several financial and sales leadership positions prior to becoming President and CEO of Sysco’s Kansas City operating company. He currently sits on the board for the Faison School for Children.
James received a bachelor’s degree from the University of Texas.
Vince Morales
PPG
Vince Morales is senior vice president and chief financial officer, PPG. He is a member and secretary of the company’s operating committee and member of the executive committee since 2017. Morales joined PPG in 1985 in the corporate controller’s office at the Pittsburgh, Pennsylvania headquarters. He then advanced through traditional finance and accounting assignments including as supervisor, shared accounting services at the Chillicothe, Ohio shared services center and as plant controller at the former PPG glass plant in Mount Zion, Illinois. Morales returned to Pittsburgh in 2000 as manager, chemical revenue recognition and became director, internal financial reporting in 2001. Beginning in 2004, he led investor relations as director, investor relations and was elected as vice president in 2007, adding responsibility as corporate treasurer in 2015. Morales was appointed as vice president, finance in June 2016 and then to his current executive officer role in March 2017. A native of Pittsburgh, Morales earned a bachelor of science in accounting from Robert Morris University and a master of business administration from the Ohio State University. He is a member of the board of the Boys & Girls Clubs of Western Pennsylvania since 2017.
Matt Schroeder
Rite Aid
Matt Schroeder was named executive vice president and chief financial officer in March 2019. He is responsible for managing the company’s finances, financial planning and financial reporting. Schroeder joined Rite Aid in 2000 as vice president of financial accounting and was promoted to group vice president of strategy, investor relations and treasurer in 2010. In 2017, Schroeder was promoted to senior vice president, chief accounting officer and treasurer. Prior to joining the company, Schroeder worked for Arthur Andersen LLP, where he held several positions of increasing responsibility, including audit senior manager and audit manager. He also currently serves as treasurer of The Rite Aid Foundation, as well as a member of its Board of Directors. Schroeder holds a bachelor’s degree in accounting from Indiana University of Pennsylvania and is a CPA.
Rob Crisci
Roper Technologies
Robert Crisci has been Executive Vice President since October 2018 and Chief Financial Officer since May 2017. Mr. Crisci joined Roper in 2013 as Vice President, Finance and Investor Relations where he led the Company’s financial planning and analysis and investor relations activities. Prior to joining Roper, he served in various roles across investment banking, consulting and finance. His prior experience includes positions at Morgan Keegan, VRA Partners, Devon Value Advisers and Deloitte & Touche. Mr. Crisci holds an MBA from Columbia Business School and an AB in Economics from Princeton University.
Naftali Holtz
Royal Caribbean Group
Naftali Holtz is Chief Financial Officer for Royal Caribbean Group.
Evgeny Fetisov
Semrush
As the Chief Financial Officer, Evgeny covers global financial, planning and accounting issues of SEMrush. His responsibilities include financial and management accounting, corporate planning and budgeting, investment analysis, tax accounting, treasury, auditing and controlling. He also oversees accounting by local standards in all the Company’s offices and is responsible for the corporate structuring, along with SEMrush’s Legal and Investor Relations functions.
Evgeny joined SEMrush in 2019 from Luxoft (NYSE:LXFT), where he served as the CFO since 2017. He led transformation and development of Luxoft finance function as company grew and expanded internationally. Luxoft was sold to DXC Technology (NYSE:DXC) in 2019 for $2 billion in cash.
Prior to Luxoft Evgeny served as the CFO and a management board member of MOEX (Moscow Exchange MICEX-RTS). He led several successful major corporate M&A transactions and was responsible for overseeing the finance, investor relations, procurement and administrative functions.
Prior to his role with MOEX, Evgeny served as a Managing Director and a Partner at Da Vinci Capital Management, an independent investment manager focusing on mid-market private equity investments in Russia and other Eurasian Economic Union countries. Other positions included: a deputy Chief Executive Officer at New Square, a real estate company; consultant at McKinsey and Company; Trader and Marketing Officer of Treasury at Citibank. Evgeny’s Board memberships and affiliations included RTS Stock Exchange and B2B-Center.
He is a member of CNBC Global CFO council since 2017. Kommersant TOP-1000 ranked him as a top CFO in Financial Services in 2014 – 2016, and as top CFO for Investor Relations by Extel in 2015.
Evgeny completed Advanced Management Program at Harvard Business School. He holds Master’s degree in International Economics from the Finance University under the Government of the Russian Federation.
Jon Farney
State Farm
As CFO, Jon has responsibility for financial reporting for the State Farm organization, including leadership of Enterprise Research, Financial Operations, Investment, Labs @ State Farm and the Ventures Office and co-leads the Corporate & Business Development department. He has more than 25 years of experience with State Farm and within the insurance and financial services industry.
Jon joined State Farm in 1993 and has served in a variety of executive leadership positions including assistant vice president – securities products, assistant vice president – planning & analysis, vice president – financial operations and operations vice president – underwriting. He assumed the role of senior vice president, treasurer and CFO in January 2016.
He received a bachelor’s degree in accounting from Illinois State University and earned his MBA from the University of Michigan.
Brian Wenzel
Synchrony Financial
Brian Wenzel is the Executive Vice President and Chief Financial Officer for Synchrony, one of the nation’s premier consumer financial services companies. As CFO Brian oversees accounting and controllership, financial planning and analysis, tax, investor relations, treasury, the consumer bank, sourcing and real estate.
He has more than 30 years of experience in financial and strategic management, including 21 years at Synchrony (including the time prior to its separation from GE in 2014).
Prior to his current role, Brian was Synchrony’s Deputy Chief Financial Officer, and earlier, the CFO of Synchrony’s Retail Card platform. He was an integral part of the Retail Card leadership team, helping develop and expand key partnerships, while also having responsibility for operating and strategic plans, quarterly operating results, and financial management of new and existing partnerships. Brian continued to strategically diversify and expand this platform to best optimize growth for Synchrony and its partners.
Prior to this role, he held roles in business development, growth and investments for Synchrony and, prior to Synchrony’s founding in GE’s Treasury and Global Funding Operation. He was also an Assistant Controller for GE’s Consumer North American Finance Business. Before working at GE, Brian worked for PricewaterhouseCoopers and held various roles in a start-up healthcare venture.
Scott Roe
Tapestry
Scott Roe is Chief Financial Officer & Head of Strategy for Tapestry.
Michael Fiddelke
Target
Michael Fiddelke is executive vice president and chief financial officer for Target and a member of its executive leadership team. He is responsible for financial planning and analysis, financial operations, internal audit, accounting, investor relations, treasury, tax and risk. Michael also oversees Target’s Financial and Retail Services, which includes Guest Relations and management of its financial products, including Target RedCard.
Michael joined Target in 2004 as a financial analyst. During his 17-year Target tenure, Michael has moved throughout the company in leadership positions across finance, merchandising, human resources, and store operations.
In addition to his Target responsibilities, Michael serves on the board of the Minnesota Children’s Museum. Prior to Target, Michael spent three years at Deloitte Consulting, LLP. He has an M.B.A. from Northwestern University’s Kellogg School of Management and a Bachelor of Science in Industrial Engineering from the University of Iowa.
Richard McPhail
The Home Depot
Richard McPhail serves as executive vice president and chief financial officer of The Home Depot and is responsible for managing the company’s financial performance, as well as capital allocation, investor relations, tax, treasury, corporate strategy and strategic business development.
Richard joined The Home Depot in 2005 and has served in senior roles in strategic planning, financial planning, business development, real estate, international financial management and as the primary finance partner to all main commercial functions.
Previously, Richard was executive vice president of corporate finance with Marconi Corporation in England. He also held positions with Wachovia Securities and Arthur Andersen.
Richard serves on the executive committee of the Metro Atlanta Chamber and is a member of the board of trustees of Odyssey Atlanta, Zoo Atlanta and The Westminster Schools. He earned bachelor’s degrees in economics and in business management from North Carolina State University and a master’s degree in business administration from the Fuqua School of Business at Duke University.
Tucker Marshall
The J.M. Smucker Company
Tucker H. Marshall is Chief Financial Officer for The J.M. Smucker Company. In this role, he is charged with supporting the Company’s strategic growth plan, while ensuring the business maintains financial discipline and a focus on shareholder value creation.
During his tenure at Smucker, Tucker has established a leadership role in the finance organization, with responsibility for corporate accounting and financial reporting, accounting shared services and technology solutions, internal audit and compliance, financial planning and analysis, and investor relations.
In his role, Tucker has worked closely with executive leadership on long-term strategic planning, including multiple M&A transactions. He is focused on using innovative and agile approaches to enhance the finance function, with an emphasis on building capabilities for the digital age that facilitate the identification of value-creation opportunities and improve accountability across the company.
Tucker joined Smucker in 2012, following careers in investment banking and private equity at Bank of America and The Reserve Group where he gained diverse financial and capital markets experience.
Tucker graduated from Gettysburg College with a bachelor’s degree in Economics, Finance and Accounting. In addition, he studied at the London School of Economics, and received his Master of Business Administration degree from Northwestern University’s Kellogg School of Management.
Tucker is a Board Member for Urban Squash Cleveland, a program focused on empowering students to reach their potential through instruction in the sport of squash, providing academic support and presenting unique enrichment opportunities. In addition, he serves as a member of the Global Standards One U.S. Finance and Audit Committee.
JR Miller
The Leukemia & Lymphoma Society
JR Miller is executive vice president and chief financial officer for The Leukemia & Lymphoma Society. Miller has worked at LLS for over two decades and is currently responsible for financial planning & analysis, accounting, and treasury & risk management. Since joining LLS, Miller has successfully led the finance organization in digital transformation efforts. He has also built an internal audit function, streamlined banking operations, successfully navigated and expanded coverage for insurance renewals, and diversified the investment portfolios at LLS. Miller served as President & CEO of PearlPoint Cancer Support, Inc. from 2015 to 2018 until it merged completely as a mission program at LLS. Miller currently serves on the Financial Accounting Standards Board Non-For-Profit Advisory Council, Coupa Customer Executive Board, ADP Comprehensive Outsourcing Customer Advisory Board, and Gordon College’s Career and Connection Institute Advisory Council. Before joining LLS, Miller was a corporate accountant with David C. Cook publishing company and an internal auditor with Farm Family Insurance Companies. Miller graduated with a bachelor’s degree in accounting from Gordon College. Miller resides in New Milford, Connecticut, with his wife, Sandi, and his three children.
Mary Jane Fortin
Thrivent
Mary Jane Fortin is executive vice president and chief commercial officer of Thrivent, a Fortune 500 diversified financial services organization with $162 billion in assets under management and advisement, with a total revenue of $8.5 billion.
In her role, she is responsible for growing the organization’s core business of life insurance, health insurance and annuities, with an emphasis on transforming the go-to-market strategy for the organization.
Fortin leads a division that includes all commercial operations of Thrivent: distribution; product management; life, health and annuity product operations; and national community and membership engagement. Her focus is on delivering a great customer experience through multiple distribution channels and helping more people achieve financial clarity, enabling lives of meaning and gratitude.
Before joining Thrivent in 2020, Fortin was president of Allstate’s Financial Businesses and led the company’s life, annuity and benefits businesses. Her breadth and depth of experience spans more than three decades and includes leadership roles at several other financial services organizations including AIG, where she led American General, AIG’s U.S. life insurance business; and The Hartford, where she was responsible for the company’s mutual fund and 529 businesses. She began her career at Arthur Andersen, where she was a member of the financial services practice.
Fortin serves on the board of LL Global, Inc., the nonprofit parent company for LIMRA and LOMA. She holds a bachelor’s degree in accounting from the University of Connecticut and a Master of Business Administration from the Wharton School of the University of Pennsylvania.
She also is a CPA. She and her family live in the Houston area.
Matthew Ellis
Verizon
Matthew Ellis is executive vice president and chief financial officer for Verizon Communications, responsible for the company’s finance operations.
Prior to becoming Verizon’s CFO on November 1, 2016, Ellis was senior vice president and CFO – operations finance, responsible for providing financial support to the wireless and wireline business units. Before this, Ellis was senior vice president and treasurer for Verizon, responsible for corporate-wide financing, cash management, pension and insurance activities, and the Verizon Capital Group.
Ellis joined Verizon in 2013 after 15 years at Tyson Foods, Inc., most recently as vice president and treasurer responsible for financing, cash management, insurance and credit. Prior roles included vice president of finance (responsible for M&A activity, including transactions in China, Brazil and India), vice president, country manager with responsibility for all aspects of Tyson’s Mexico subsidiary, and other positions within finance and accounting.
Previously, he worked in England for Dixons Stores Group plc and Coopers & Lybrand where he qualified as a Chartered Accountant.
He holds a Bachelor of Commerce (Accounting) degree from the University of Birmingham in the United Kingdom. He lives in New Jersey with his family.
Barbara Larson
Workday
Barbara Larson is chief financial officer at Workday, responsible for accounting, business finance, investor relations, tax, and treasury in addition to advising on Workday business strategy and product development.
Since joining Workday in 2014, Barbara has held several leadership positions across the company’s finance and product organizations. Most recently she served as senior vice president of accounting, tax, and treasury, and prior to that was general manager of Workday Financial Management, where she oversaw Workday Financial Management applications. Prior to joining Workday, Barbara held various leadership roles in corporate finance spanning more than 20 years at VMware, TIBCO Software, and Symantec.
Barbara holds a bachelor’s degree in business administration, with an emphasis in accounting and finance from the University of Arizona.
Scott Dussault
Workhuman
With more than two decades of operational and financial leadership experience and a track record of success in both public and private technology companies, Scott joined the company as Chief Financial Officer in June of 2021. Prior to joining Workhuman, Dussault served as Chief Operating Officer and Chief Financial Officer of Nasuni Corporation, a leading cloud-based file services company.
Dussault had also served as Executive Vice President and Chief Financial Officer at Demandware, Inc., the category-defining leader of enterprise cloud commerce solutions, where he saw the number of employees grow from 120 to 500 and annual recurring revenue increase from $8 million to $150 million. Scott led the company through its initial public offering and follow-on offering, which raised approximately $300 million and resulted in a market capitalization of over $3 billion.
Prior to Demandware, Scott was CFO at Archivas, creator of the first enterprise-class cloud storage system, through its acquisition by Hitachi Data Systems. Achivas is now the basis for the Hitachi Content Platform (HCP). Scott was also Chief Financial Officer of StorageNetworks. Scott began his career with Ernst & Young LLP.
Suky Upadhyay
Zimmer Biomet
Suky Upadhyay was appointed Executive Vice President and Chief Financial Officer in July 2019. Prior to joining Zimmer Biomet, Mr. Upadhyay served as Senior Vice President, Global Financial Operations at Bristol-Myers Squibb from November 2016 until June 2019. Before joining Bristol-Myers Squibb, he served as Executive Vice President and Chief Financial Officer of Endo International from September 2013 to November 2016. Prior to his tenure at Endo International, Mr. Upadhyay served as Interim Chief Financial Officer as well as Senior Vice President of Finance, Corporate Controller and Principal Accounting Officer of Becton, Dickinson and Company (BD). Prior to his role as BD’s Interim Chief Financial Officer and Corporate Controller, Mr. Upadhyay was the Senior Vice President of Global Financial Planning and Analysis and also held the role of Vice President and Chief Financial Officer of BD’s international business. Before joining BD in 2010, Mr. Upadhyay held a number of leadership roles across AstraZeneca and Johnson & Johnson. These roles included the Global Head of R&D Finance, Head of Commercial Finance, Plant Controller, and Director of Business Development Finance. His experience spans over 20 years in the health care industry in financial roles of increasing responsibility covering all major areas of a fully integrated life sciences business. In addition, his experience covers businesses of varying size and scale and at different points of maturity. Mr. Upadhyay spent the early part of his career in public accounting with KPMG, and earned his CPA designation* in 1996 and his CMA designation* in 2002. He holds a Bachelor of Science in Finance from Albright College and an MBA from The Fuqua School of Business at Duke University.
US-based member companies of CNBC's Global CFO Council from 2013 to 2021