The Evolving Role of the CFO
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.
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Inform
Timely and tailored news and information curated by CNBC’s CFO Council Editorial Director specifically for the CFO community
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Grow your network across industries in a private peer-to-peer community
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Connect with and gain access to the best in the business
Fed Matters
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.
Summit
Flagship member event with interactive sessions, panels, and marquee speakers
Breaking News
As breaking news emerges, join Editorial Director David Spiegel and expert guests for a conversation on pressing, topical financial issues
Private Dinner Series
VIP dinner series featuring themed discussions, special newsmaker guests, fellow members, and CNBC journalists
Fed Matters
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
Past Speakers
Council Members
Philip Boudreau
Abbott
Philip Boudreau
Phil Boudreau is Abbott’s Senior Vice President, Finance and Chief Financial Officer. He was appointed to this role in September 2023. Since joining Abbott in 1997, Phil has held numerous positions including Vice President, Finance, and Controller. He previously served as Division Vice President, Controller, Medical Devices; and controller roles in Point of Care Diagnostics, Nutrition and Diabetes Care. Phil holds degrees from the University of Illinois Urbana-Champaign and Purdue University.
Angie Park
Accenture
Angie Park
Angie Park is the chief financial officer at Accenture. She leads the company’s global Finance organization, which includes strategic planning and analysis, financial reporting and analysis, corporate controllership, treasury, tax, investor relations and corporate development. She is a member of Accenture’s Global Management Committee.
Previously, Angie was global lead for Business and Commercial Finance, where she was responsible for the Finance organization’s work across Accenture, including markets, services and industries, and for ensuring the integrity of the company’s internal and external financial reporting. She also had oversight of the Finance Strategy and Enablement function. For the past several years, she has played a lead role in Finance’s value-led reinvention. She is an advocate for driving efficiencies, embracing technology and new ways of working to maximize value.
Throughout her 30-year career at Accenture, Angie has built deep experience as a finance leader having held several senior executive positions across the business. Notably, she spent six years as head of Investor Relations, responsible for developing strategy and programs that maintain and advance Accenture’s relations and communications with shareholders and the broader investment community. Angie has also served as Finance lead for Technology and Health & Public Service industry group at Accenture.
Angie is passionate about creating an inclusive culture at Accenture and developing the next generation of leaders. She is a member of the company’s Asia Pacific American and Women’s employee resource groups and executive sponsor of the Women in Finance group in her local Washington DC office.
Angie holds a bachelor’s degree in economics from Emory University.
Don McGuire
ADP
Don McGuire
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.
Gregory Willis
Air Lease Corporation
Gregory Willis
Gregory B. Willis has served as Chief Financial Officer of ALC since 2012 and joined the Company at its inception in 2010 as its Vice President of Finance and Chief Accounting Officer. Mr. Willis was instrumental in the start-up of ALC, and has played a pivotal role in the financing activities of the Company. Under Mr. Willis’ leadership, ALC has raised over $30 billion in capital to support the profitable growth of the Company. Mr. Willis led the company’s rating agency efforts to transition from an unrated borrower to the highest standalone rated aircraft lessor. In addition, Mr. Willis is responsible for the Company’s banking relationships and its primary credit facility, which is over $6.8 billion in size across more than 50 financial institutions. He oversees ALC’s finance, accounting, treasury, tax, investor relations, and information technology functions, as well as the company’s management business and their financing activities. Prior to joining ALC, Mr. Willis served as the Director of Accounting Policy at ILFC. Mr. Willis began his career as an auditor for PricewaterhouseCoopers LLP, where he spent more than five years in various audit-related roles in their financial services practice, including as an audit manager. Mr. Willis is a Certified Public Accountant, licensed in the state of California, and is a member of the American Institute of Certified Public Accountants. Mr. Willis received a Bachelor of Arts degree from the University of California at Davis and he is an FAA rated pilot.
Melissa Schaeffer
Air Products & Chemicals
Melissa Schaeffer
Melissa Schaeffer is senior vice president and chief financial officer at Air Products. She has leadership responsibility for Air Products’ worldwide financial organization, including Controllership, Accounting, Treasury, Tax, Audit, and Shared Business Services.
Ms. Schaeffer joined Air Products in 2016 as vice president, chief audit executive, where she was responsible for leading the company’s Audit team, executing proactive compliance monitoring activities; leading investigations, and the Sarbanes Oxley (SOX) compliance program. In 2020 she was appointed vice president, Finance–GEMTE, Americas, Middle East, and India. This role included financial responsibility for the Americas, the company’s largest reporting segment, and accountability for financial controllership, financial planning, and analysis-based decision support of the Technology, Engineering, Project Execution, Procurement, Manufacturing, Construction and Start-up functions, as well as Equipment Sales and Plant Support, Liquefied Natural Gas technology and equipment, PRISM® Membrane Systems, Gardner Cryogenics, and Rotoflow businesses.
Prior to joining Air Products, Ms. Schaeffer held the position of global director, Internal Audit, at Trinseo. She was also employed for 10 years at Ernst & Young, and prior to that, was employed by Siemens, where she participated in a finance leadership development program.
Ms. Schaeffer holds a degree in Finance and Accounting from Indiana University and an MBA from Villanova University. She serves on the board of directors for Trane Technologies.
Ellie Mertz
Airbnb
Ellie Mertz
Ellie Mertz oversees Airbnb’s global finance team and is responsible for Airbnb’s financial management, including financial planning and analysis, accounting, tax, treasury, and investor relations. Ellie previously served as Airbnb’s Vice President of Finance, where she was responsible for strategic finance and analytics, corporate planning, and investor relations.
Prior to joining Airbnb in 2013, Ellie served as Vice President of Finance at Netflix, Inc., where she held various finance roles from 2006 to 2013. She currently serves on the boards of DoorDash, Inc. and Faire.
Ellie holds a B.A. in Science, Technology & Society and an M.A. in History from Stanford University, an M.B.A. from the Stanford Graduate School of Business, and a Master of International Affairs from Columbia University.
Ed McGowan
Akamai Technologies
Ed McGowan
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.
Shane Tackett
Alaska Airlines
Shane Tackett
Shane Tackett currently serves as the executive vice president of
finance and chief financial officer for Alaska Air Group. He oversees the
finance, fleet management, investor relations, supply chain, internal
audit, and information technology teams at the company. He also
serves as member of Alaska Air Group's executive committee.
Shane joined Alaska in 2000 as an analyst in the company’s real estate
division where he held several positions of increasing responsibility
involving cost management, airport lease negotiations, and ground and
facilities equipment maintenance support. He moved into Alaska’s
corporate financial planning and analysis group in 2005 as a director
and in 2008 became managing director of the department, leading the
airline’s budgeting, variance and forecasting processes and providing
economic analysis for fleet and other capital investments, strategic
initiatives and labor negotiations support. In 2010, he became vice
president of labor relations, building and leading the company’s
relationship with its five unions and ultimately negotiating six long-term
labor contracts.
In 2015, Shane became vice president, revenue management and in
2016 added E-commerce functions and managed Alaska’s relationship
with key commercial technology partners. In 2018, as executive vice
president of planning and strategy he was focused on the financial
planning and analysis, commercial analysis and business transformation
functions for both Alaska and Horizon, and was closely involved with
driving key revenue and cost initiatives. Shane also led the customer
facing digital properties and labor relations function at Alaska Airlines,
emphasizing trusting and transparent relationships with labor leaders
from each of our unions.
Mark Chiplock
Ameresco
Mark Chiplock
Mr. Mark Chiplock is a Senior Vice President and Chief Accounting Officer of Ameresco, a leading energy solutions company. He is responsible for the company’s accounting and treasury functions, internal and external financial reporting, integrated business systems, business planning, and operations analysis.
Mark has more than 25 years of progressive business management and strategic financial expertise. He is a proactive leader with extensive experience managing teams to oversee and control systems and operational improvement projects in a multi-site environment. Mr. Chiplock has strong knowledge of, and experience in GAAP revenue recognition, SOX 404 requirements, and SEC Regulations, with a proven track record of assessing and implementing financial controls and reporting.
Mr. Chiplock served as Corporate Controller (2014 to 2016), Vice President of Finance and Corporate Controller (2016 to 2018), held the role of interim CFO from (2018 to 2019), and has served as Vice President and Chief Accounting Officer since 2019.
Prior to Ameresco, he served as Vice President, Finance of GlassHouse Technologies, a data center infrastructure consulting firm.
Mr. Chiplock is a Certified Public Accountant. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA), and the American Institute of Certified Public Accountants (AICPA). Mr. Chiplock earned a Bachelor of Business Administration in Accounting from The State University of New York at Buffalo.
Devon May
American Airlines
Devon May
Devon May is Chief Financial Officer. In this role, he oversees all global corporate risk, corporate development, and corporate financial functions, including treasury, accounting, financial planning, labor and fleet analysis, tax, strategic planning, investor relations and purchasing.
Devon has held several leadership roles at American since the merger with US Airways in 2013. Most recently, Devon was Senior Vice President of Finance and Investor Relations, overseeing corporate development, financial functions, and investor relations. He has also led American’s regional operations as well as its network planning and alliances activity. Prior to that, he was responsible for American’s capital and operating budgets, long-range financial planning, flight profitability and financial analysis, along with division finance, purchasing and insurance.
Prior to American Airlines, Devon held the role of Vice President of Financial Planning and Analysis at US Airways. His responsibilities included managing financial planning, fleet planning, labor analysis and flight profitability. He formerly held Director or Managing Director roles in Alliances, Network Planning, Financial Planning and Financial Analysis.
Devon earned a Master of Business Administration from Embry-Riddle Aeronautical University in Daytona Beach, Florida, and a Bachelor of Management in finance from the University of Lethbridge in Alberta, Canada.
Kim Voss
American Campus Communities
Kim Voss
Ms. Voss serves as Chief Financial Officer at American Campus Communities (ACC), a Blackstone portfolio company and the largest developer, owner, and manager of student housing communities in the U.S. As CFO, she is responsible for all aspects of the company’s financial operations functions – including FP&A, treasury, debt / capital markets, accounting, financial reporting, tax, financial systems, and internal audit. A Certified Public Accountant, Ms. Voss holds Bachelor of Business Administration and Master in Professional Accounting degrees from the University of Texas at Austin McCombs School of Business.
Kael Reicin
American Cancer Society
Kael Reicin
Kael Reicin serves as chief finance and strategy officer of the American Cancer Society, Inc., the largest nationwide voluntary health organization raising approximately $750 million annually and assets of over $1.7 billion. Kael also serves as chief finance and strategy officer of the American Cancer Society Cancer Action NetworkSM, a 501(c)4 organization and sister organization of the American Cancer Society. He is responsible for leading strategic planning for both organizations.
Kael brings a range of global finance, strategy, and corporate development experience to his current role. Prior to joining the American Cancer Society, he served as chief financial officer of Financial Products at Bloomberg LP, the world’s leading, multibillion-dollar financial technology company. He oversaw the financial planning, budgeting, performance indicators, forecasting, and reporting for regulated and non-regulated entities within the company’s largest product group.
Serving in multiple positions with progressive responsibilities, Kael also spent more than 10 years at Thomson Reuters, a global media, software, and information firm. Notably, Kael governed the strategic direction of several of the firm’s business units, serving the needs of lawyers and compliance and risk professionals on a global basis. This included guiding launches into new customer and geographic markets, development of innovative software and product lines, large-scale acquisitions, and the creation of effective strategic planning processes.
Kael completed his undergraduate studies at the University of Pennsylvania and received his MBA from the University of Chicago. When not at work, Kael keeps busy with his wife Kyla and their three children in New Jersey.
Christophe Le Caillec
American Express
Christophe Le Caillec
Christophe Le Caillec was named Chief Financial Officer of American Express in August 2023. He oversees the company's financial operations worldwide and is a member of the American Express Executive Committee.
As an officer of the company, he plays an important role in developing the strategic direction for American Express and represents the company to the financial community.
Prior to being named CFO of American Express, Christophe was Deputy CFO. In this role, he partnered closely with the Executive Committee to drive the company’s financial performance, and also led the Corporate Planning team, as well as Risk, Technology, and the Global Services Group Finance functions.
Christophe joined American Express in 1997 and has held several global business roles of increasing leadership in Paris, Sydney, Singapore, London, and, most recently, New York. Recent roles include CFO for the American Express Global Consumer Business, where he led teams across 10 different countries and managed all financial aspects of the Consumer business.
Christophe, a native of France, holds a Master’s in Management from Audencia Graduate Business School. Christophe and his wife Veronique live in Manhattan, and they have two children.
Rich Puccio
Analog Devices
Rich Puccio
Richard Puccio joined Analog Devices (ADI) as Executive Vice President and Chief Financial Officer (CFO) in February 2024.
In this role, Rich is responsible for setting ADI’s financial strategy and leading the company’s global finance operation.
Rich started his career at PricewaterhouseCoopers (PwC) in 1990. He stepped away from PwC for two years to take on corporate finance roles with Hanover Insurance and Digital Equipment. He returned to PwC and was named Partner in 2000. During his 21 years as a Partner at PwC, Rich primarily served clients in the global technology, semiconductor, and semiconductor capital equipment industries, and later led a large team supporting Dell.
Since 2021, Rich served as CFO of Amazon Web Services (AWS), an $88B revenue business. There, he partnered with AWS’s CEO to deliver revenue growth and profitability by leading and managing all short- and long-term strategic financial objectives, supporting the AWS executive team with key financial information and operational analytics, and driving performance and accountability.
As CFO for AWS, Rich partnered closely with the business to manage more than 200 fully featured services, including compute, storage, databases, robotics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, security, among many other technologies.
Rich was born and raised in the Boston area and earned his AB in Economics from Harvard University in 1990. He pursued his MBA, graduating from Boston University in 1991.
Edmund Reese
Aon
Edmund Reese
Edmund Reese serves as the Executive Vice President and Chief Financial Officer for Aon.
Reese has more than 25 years of leadership experience at large public companies in the financial services, payments and technology sectors.
Before joining Aon, Reese served as CFO of Broadridge Financial Solutions, a $24B market cap global fintech leader with technology solutions that power trading and investor communications. Reese joined Broadridge from American Express, where served as senior vice president and CFO of its largest business unit, Global Consumer Services Group, and held several financial leadership positions, including head of Investor Relations and CFO of Global Business Services. Prior to joining American Express in 2009, Reese served as CFO of the U.S. Advisory Group at Merrill Lynch and previously served as CFO of the Corporate Client Group and Stock Plan Services at Citigroup Smith Barney.
He served on The Hartford's Board of Directors, including as a member of the Audit Committee, and is a member of the Clemson University Foundation Board and President's Advisory Board.
Reese earned a bachelor of science degree in accounting from Clemson University and an MBA degree from The Wharton School, University of Pennsylvania.
Kevin Krumm
APi Group, Inc
Kevin Krumm
Kevin Krumm recently joined APi Group in September 2021 as executive vice president and chief financial officer.
Kevin joins APi from Ecolab, Inc. where he most recently served as Corporate Treasurer and Senior Vice President of Global Business Services. During his 17-year tenure there, he also held roles of increasing responsibility within Ecolab, including leading the Industrial segment finance team; leading regional finance teams in Europe, Middle East and Africa, Asia and Latin America; and leading international integration efforts for a major acquisition. He began his career in public accounting working for consulting firms PricewaterhouseCoopers, Arthur Andersen and Deloitte with a heavy emphasis on M&A/corporate finance.
Kevin brings well-rounded experience, expertise, cultural fit, and drive to the senior leadership team at APi. His deep operating and public company finance background, including substantial international and integration experience, will be leveraged and instrumental in helping achieve margin expansion goals and growth in new geographies.
Kevin earned his bachelor’s degree from the University of Northern Iowa and his master’s degree in Business Administration from the University of Chicago Booth School of Business. He and his wife, Gretchen, reside in Edina, MN with their three sons.
Martin Kelly
Apollo Global Management
Martin Kelly
Mr. Kelly joined Apollo in 2012 as Chief Financial Officer. From 2008 to 2012, Mr. Kelly was with Barclays Capital and, from 2000 to 2008, Mr. Kelly was with Lehman Brothers Holdings Inc. Prior to departing Barclays Capital, Mr. Kelly served as Managing Director, CFO of the Americas, and Global Head of Financial Control for their Corporate and Investment Bank. Prior to joining Lehman Brothers in 2000, Mr. Kelly spent 13 years with PricewaterhouseCoopers LLP, including serving in the Financial Services Group in New York from 1994 to 2000. Mr. Kelly was appointed a Partner of the firm in 1999. Mr. Kelly received a degree in Commerce, majoring in Finance and Accounting, from the University of New South Wales in 1989.
Ricardo Rodriguez
Aspen Aerogels
Ricardo Rodriguez
Ricardo Rodriguez joined Aspen Aerogels in November 2021 and serves as the Company’s Chief Financial Officer & Treasurer. Prior to his appointment as CFO, Mr. Rodriguez was Chief Strategy Officer. Mr. Rodriguez brings to Aspen Aerogels deep strategic, operational, and financial experience in the auto industry, having worked at Aptiv, Clearmotion, GM, Amazon, Stellantis, Lazard, Centerbridge and Magna. Mr. Rodriguez received his Bachelor of Science in Mechanical Engineering and Management from General Motors Institute (Kettering University) and holds an MBA from Harvard Business School.
Pascal Desroches
AT&T
Pascal Desroches
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.
John Rettig
Bill Holdings, Inc
John Rettig
John Rettig is President and Chief Financial Officer for Bill Holdings, Inc.
Perry Beberman
Bread Financial
Perry Beberman
Perry Beberman joined Bread Financial as Executive Vice President and Chief Financial Officer in July 2021, bringing more than 30 years of experience in financial services to the Company.
In his role, Perry is responsible for leading Bread Financial’s financial, accounting and investor relations functions and driving continued financial performance. He came to Bread Financial from Bank of America where he most recently served as SVP and Finance Executive for the company’s Consumer and Wealth Management Lending Products. Perry joined Bank of America following its acquisition of MBNA where he had spent more than 17 years in leadership roles. He holds a bachelor’s degree in business administration and an MBA from the University of Delaware.
Perry has volunteered for the Ronald McDonald House (RMH) of Delaware for nearly 20 years and serves as Chair of the Board of Directors. Additionally, in 2020, he joined the Board and is the Finance Committee Chair for REACH Riverside, a purpose-built community organization supporting underserved neighborhoods through community redevelopment, education and health initiatives. Aside from volunteering, Perry enjoys spending time with his family, playing golf, traveling and cooking.
Benjamin Gammell
Brex
Benjamin Gammell
Ben Gammell is the CFO at Brex. Ben has been at Brex since early 2018 and has held a number of roles at the company, including running Operations, Chief of Staff to Brex’s Co-CEOs and Interim Head of Marketing, Business Development and People. Prior to Brex Ben worked at SoFi and started his career in investment banking at Goldman Sachs.
Ben is analumnus of University of Sydney, holding a double degree in commerce and engineering.
John Wall
Cadence
John Wall
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.
Julie Underwood
CalSTRS
Julie Underwood
Julie Underwood is the chief financial officer at CalSTRS, the largest educator-only pension fund in the world. Underwood was the former CFO at the San Bernardino County Employees’ Retirement Association (SBCERA), responsible for the accounting and financial reporting operations of a $9.9 billion multiple-employer defined benefit pension plan.
Prior to her SBCERA tenure, Underwood held various and progressively responsible accounting and tax positions with the Superior Court of California County of San Bernardino, and public accounting firms, including Ernst & Young. Underwood earned a Bachelor of Science in Business Administration with a concentration in Accounting from California State University, San Bernardino, and is licensed by the State of California as a Certified Public Accountant.
Angela Blanton
Carnegie Mellon University
Angela Blanton
Angela Blanton was appointed Carnegie Mellon University’s vice president for Finance and chief financial officer in 2017 after serving as interim vice president and CFO in 2016.
As CFO, Blanton provides strategic leadership for the university’s business and finance functions, as well as for the management of its financial and capital resources. She oversees Budget and Financial Planning, Business Applications Development and Support, the Controller’s Office, Procurement Services, the Treasurer’s Office, Finance Training and Communications, and University Audit Services. Within those units lie critical business functions including (but not limited to) financial planning and analysis, debt and liquidity management, financial reporting, procurement, international finance, accounts receivable and payable, sponsored projects accounting, payroll, and financial systems. Blanton is highly collaborative across all functions to support the university’s vision of transformative impact on society through continual innovation in education, research, creativity, and entrepreneurship.
Blanton has over two decades of experience in finance, project management and engineering disciplines within the higher education, financial services and manufacturing industries; prior to joining Carnegie Mellon, she was CFO for PNC Investments.
Blanton serves on the board of the global asset management firm GCM Grosvenor, which became a public company in 2020. She volunteers on the boards of several nonprofit organizations including Code for America and Pittsburgh Public Theater (past chair). Additionally, Blanton serves on the Inclusive & Equitable Economy Committee for the Pennsylvania Economy League of Greater Pittsburgh (PELGP) and the Thought Leadership Committee for the Allegheny Conference on Community Development.
Tricia Tolivar
CAVA
Tricia Tolivar
Tricia Tolivar joined CAVA as Chief Financial Officer in 2020. She previously spent five years as Chief Financial Officer for GNC and, from 2007 to 2015, held numerous financial leadership positions with Ernst & Young, where she led finance, accounting and operations for a $3 billion client service organization. From 2006 to 2008, she was Chief Financial Officer of the Greater Memphis Arts Council and, from 1996 to 2005, held a series of supply chain and finance executive leadership positions with AutoZone. Tricia has a B.B.A. in Accounting from Emory University’s Goizueta Business School.
Zach Davis
Cheniere Energy
Zach Davis
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.
Eimear Bonner
Chevron
Eimear Bonner
Eimear Bonner is Chief Financial Officer for Chevron.
Rob McMurray
ChristianaCare
Rob McMurray
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
Scott Herren
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.
Jay Voncannon
CoorsTek, Inc
Jay Voncannon
Jay Voncannon is the Chief Financial Officer of CoorsTek, a global leading advanced technical ceramics producer, primarily serving the semiconductor, armor & defense, automotive and industrial markets. He joined CoorsTek in January 2018 and has helped shape their vision of making the world measurably better. Jay also assists in the furtherment of the organization’s culture by fostering and developing the challenge process within the company.
Prior to joining CoorsTek, Inc., Jay was the Chief Financial Officer of Koch Equity Development, the merger and acquisition arm of Koch Industries from 2010 - 2017. Jay held executive financial leadership roles across Koch Industries for over two decades there, during which time, he was responsible for over $25 billion in acquisitions and key investments. Prior to his time with Koch, Jay spent several years with KPMG as an auditor, consultant, and fraud investigator.
Jay has a unique perspective on corporate leadership through his experience with large privately owned businesses and his significant global experience in multiple industries and his diverse perspective on finance, the economy, and capital markets. Jay holds a Bachelor of Business in Accounting from Baylor University.
Al Hamood
Culligan International
Al Hamood
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 President and Chief Financial and Administrative Officer of Culligan International. Mr. Hamood leads and manages several global teams and functions.
Mr. Hamood has over 25 years of Financial and Executive Leadership level experience for several global and prominent publicly listed and private companies, including: Deloitte and Touché, The Walt Disney Company, Hewlett Packard (formerly known as “EDS”), TransUnion, and select Private Equity assignments. He has been instrumental in developing and driving global organic and inorganic strategies and translating those strategies into operational successes. From a capital market’s standpoint, he has led several companies through successful market-making monetization events, including initial public offerings, secondary equity market offerings, private equity sales processes, merger and acquisition transactions,and numerous debt capital market events.
Mr. Hamood has solid boardroom experience, including roles of Board Member and/or Audit Committee Chairman for the following public and private companies: Definitive Healthcare, Inc (Current-DH), AccentCare, Inc. (Current-Private), Culligan International, Inc (2016-2019) and Finch Therapeutics, inc. (2021-2022). Mr. Hamood was Chairman of the Board for Chicago Run, a Pritzker-backed philanthropy.
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. He too resides on the coveted “CNBC Global CFO Council”, providing perspectives on global financial issues and policy trends for CNBC and an Advisor for the Economic Club of Chicago. Mr. Hamood also serves as a Senior Advisor to Advent International, one of the largest global private equity firms.
Irena Barisic
Cystic Fibrosis Foundation
Irena Barisic
Irena Barisic is the Executive Vice President, Chief Operating and Financial Officer of the Cystic Fibrosis Foundation. Irena’s responsibilities cover an expansive portfolio, including oversight of more than 450 staff in the Business Services, Field and Fundraising departments. Irena is also the Assistant Secretary to the Board of Trustees and is closely involved in Board management and governance.
Before joining CFF in June 2021, Irena was the Vice President, Chief Financial Officer and Assistant Treasurer at the Brookings Institution. In this role, she was responsible for managing the Institution’s financial affairs, and in conjunction with the Board of Directors and senior leadership team, ensuring that the organization made sound strategic decisions on the use of its resources and operated in an effective and fiscally sound manner. Irena was with the Brookings Institution for over 10 years and earlier in her tenure had also served as the Vice President and Deputy Chief Financial Officer.
A longtime financial professional with a vast array of private sector and nonprofit experience, Irena began her professional career in the financial services industry as an operations analyst for Lehman Brothers Holdings, Inc. before continuing in investment banking with FBR Capital Markets. She then moved to international development, holding progressively senior financial management roles at Chemonics International and the Academy for Educational Development. Directly before joining Brookings, Irena was the Director of Financial Analysis, Budgeting and Reporting for Conservation International, a leading international environmental non-profit.
Irena holds a Financial Planning & Analysis (FP&A) certification from the Association for Finance Professionals (AFP). She also acts as the chair of AFP’s FP&A Advisory Council and serves on their Board of Directors. She earned a degree in Finance and International Business from the George Washington University’s School of Business.
Raj Vennam
Darden Restaurants
Raj Vennam
Raj Vennam was named Senior Vice President, Chief Financial Officer in
January 2021 after serving as Senior Vice President, Treasurer since July
2020. He leads all financial functions for the company including
accounting, corporate finance, corporate reporting, corporate tax and
treasury. In addition, Raj maintains oversight of Darden’s information
technology, investor relations and business analytics functions.
Darden owns and operates more than 1,900 Olive Garden, LongHorn
Steakhouse, Yard House, Ruth’s Chris Steak House, Cheddar’s Scratch
Kitchen, The Capital Grille, Seasons 52, Eddie V’s and Bahama Breeze
restaurants in North America.
Raj began his career at Darden in 2003 as a Sr. Business Analyst for Market Development. He went on to work as a Sr. Financial Analyst in Investment Analysis, Olive Garden Marketing Analysis, and Treasury; and eventually as a Manager of Treasury prior to being promoted to Director of Financial Planning & Analysis for LongHorn in 2010. In 2013, Raj joined Red Lobster as a Sr. Director and progressed to Senior Vice President o Financial Planning & Analysis and Treasury. He returned to Darden in 2016 as Senior Vice President, Finance & Analytics.
Prior to rejoining Darden, Raj worked at The Fresh Market where he served as Vice President, Financial Planning & Analysis and Investor Relations.
Raj earned an MBA from the University of Central Florida. He graduated with a master’s degree in Electrical Engineering from Old Dominion University.
Robert Verostek
Denny's Corporation
Robert Verostek
Robert Verostek serves as Executive Vice President and Chief Financial Officer for Denny's Corporation. Verostek is a visionary leader with responsibility for guiding the company's short- and long-term financial strategy and identifying paths for future growth. He joined Denny's in 1999 and has a proven track record of improving profitability, optimizing debt, and delivering shareholder value. Prior to Denny's, Verostek held various accounting roles for Insignia Financial Group and Aimco. He holds a bachelor's degree in Economics from Clemson University and is a Certified Public Accountant.
Navdeep Gupta
DICK's Sporting Goods
Navdeep Gupta
Navdeep Gupta currently serves as executive vice president, chief financial officer at DICK’S Sporting Goods. In this role, Navdeep is responsible for the company's finance, investor relations, accounting, business development and procurement functions. He also oversees GameChanger, a subsidiary of DICK’S. Navdeep joined the company in November 2017 as senior vice president, finance and chief accounting officer. Prior to joining DICK'S, Navdeep spent 11 years at Advance Auto Parts, Inc., most recently serving as senior vice president of finance. Navdeep held numerous leadership roles during his tenure with Advance Auto Parts, including chief audit executive, vice president of finance and treasurer and director of finance. Navdeep also held management roles at Sprint Nextel, and he served as a lieutenant in the Indian Navy. Navdeep earned his undergraduate degree in physics from University of Madras in Chennai, India and a Master of Business Administration from William & Mary’s Raymond A. Mason School of Business in Williamsburg, Virginia.
Brett Whitmire
Diodes Incorporated
Brett Whitmire
Mr. Whitmire assumed his current position as the Company’s Chief Financial Officer in March 2019. He has 34 years of industry experience and has been with the Company for over 13 years. Prior to being named CFO, he served as the Corporate Controller and Principal Accounting Officer of the Company, and previously served as the Director of Global Supply Chain. Mr. Whitmire worked at Freescale Semiconductor as Chief Financial Officer for the Analog & Sensors Division. He began his career at Texas Instruments in a variety of finance and operations leadership positions including seven years as Vice President while serving as the finance and operations executive for the High Volume Analog & Logic Division and the corporate supply chain head. Mr. Whitmire holds both a bachelor's degree in Mechanical Engineering and an MBA from The University of Texas at Austin.
Anna Bryson
Doximity
Anna Bryson
Anna Bryson is the CFO of Doximity, the leading digital platform for U.S. medical professionals. Ms. Bryson leads financial strategy and operations in support of the company’s rapid growth trajectory. Since 2017, she has held various senior finance roles within the company, including her most recent role as Vice President of Strategic Finance, Financial Planning and Analysis (FP&A). Prior to joining Doximity, Ms. Bryson was the founder and Chief Executive Officer of ACB Capital, an investment advisory firm. She holds both a B.A. and an M.A. in Philosophy, Politics, and Economics from the University of Oxford in England.
Mandy Fields
e.l.f. Beauty
Mandy Fields
Mandy joined e.l.f. Beauty in 2019 with over 16 years of finance experience, most recently as the Chief Financial Officer of BevMo!, the number one retailer of alcoholic beverages on the West Coast. At BevMo!, Mandy was responsible for overseeing accounting, risk management, investor relations, financial planning and analysis, and merchandise planning. Prior to this, Mandy held positions of increasing responsibility at Albertsons Companies LLC, a grocery company. Mandy began her retail finance career at The Gap, Inc., after working in equity capital markets at J.P. Morgan. Mandy holds a Bachelor of Science in Finance from Indiana University of Bloomington’s Kelley School of Business.
Anat Ashkenazi
Eli Lilly and Company
Anat Ashkenazi
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.
Josh Warren
Envestnet
Josh Warren
Josh Warren is the Chief Financial officer for Envestnet, a financial technology firm focused on wealth management.
He is responsible for implementing and managing internal financial controls and budgets, managing the company's future capital investment requirements, cultivating relationships with outside financing sources, and helping to lead our major strategic initiatives, including mergers and acquisitions.
Prior to joining Envestnet in 2023, Mr. Warren served most recently as Managing Director and Global Head of Business Strategy for iShares and Index Investments for BlackRock from 2021-2023. Prior to his role in BlackRock's iShares and index investments business, Warren served as a Managing Director in BlackRock's Corporate Strategy and Development team, working with senior leaders at BlackRock to shape the vision, direction and execution of initiatives related to Aladdin, its tech platform that unifies the investment management process, and to drive the Aperio and eFront acquisitions. He also played a significant role in developing the strategic relationship between BlackRock and Envestnet in 2018. Warren has also been a member of the Board of Directors and the Audit & Risk Committee of iCapital, a fintech platform for alternative investments, from 2019-2023.
Prior to joining BlackRock in 2015, Warren's experience included roles at Barclays; Foros Group; the United States Department of the Treasury; Skadden, Arps, Slate, Meagher & Flom LLP; and working for former Senator John Kerry. He is a CFA charterholder and holds the Chartered Alternative Investment Analyst designation. Warren is a graduate of Dartmouth College and NYU Law School.
Tracey Travis
Estée Lauder Companies
Tracey Travis
As Executive Vice President and Chief Financial Officer, Tracey T. Travis is responsible for Global Finance, Accounting, Investor Relations, Information Technology, and Strategy and New Business Development. She co-leads the Global Value Council and is a member of the Executive Leadership Team and the Investment Development Committee. Before joining the company in 2012, she was Senior Vice President of Finance and Chief Financial Officer at Ralph Lauren Corporation and also held financial and information technology leadership roles at Limited Brands, American National Can and PepsiCo/Pepsi Bottling Group. She began her career at General Motors as an engineer. Ms. Travis currently serves as a director on the Board of Accenture PLC and the Board of Meta Platforms Inc. (formerly, Facebook). She has been recognized by Treasury and Risk magazine as one of the “Top 25 Women in Finance” and one of the “100 Most Influential People in Finance,” has been honored with a Best CFO award by Institutional Investor magazine and was named one of the “Top 100 African-Americans in Corporate America,” as well as “The Most Powerful Women in Corporate America” by Black Enterprise magazine. In 2019, she was honored with an Achiever Award by Cosmetic Executive Women.
Sarah Oughtred
FIGS
Sarah Oughtred
Sarah has served as FIGS’ CFO since August 2024. Sarah leads all aspects of finance, including FP&A and accounting, and also leads data analytics.
Prior to FIGS, Sarah spent almost 17 years at lululemon athletica inc, where she served in finance leadership roles of increasing responsibility, including Senior Vice President, Financial Planning & Analysis (FP&A) since 2021. In that role, Sarah led a global team of over 100 finance team members, served as a key partner to the Senior Executive Team, drove the financial component of strategic and operational planning, and led the company’s annual and quarterly financial planning and earnings processes. Over her tenure at lululemon, Sarah played a pivotal role in increasing net revenues from $270 million to approximately $10 billion, scaling its retail footprint from less than 50 stores to over 700, and expanding its international footprint from North America-only to over 25 countries globally.
Prior to lululemon, Sarah spent three years at PricewaterhouseCoopers in the audit and assurance practice, where she planned and executed audit and review engagements for both public and private companies within the consumer products and services sector. She received her Bachelor’s of Commerce from the University of Victoria in 2003 and her Master’s of Professional Accounting from the University of Saskatchewan in 2005. She also holds a Chartered Professional Accountant designation in Canada.
Kevin Rubin
Formerly Alteryx
Kevin Rubin
Kevin Rubin is the interim chief executive officer and chief financial officer (CFO) of Alteryx. He is responsible for all aspects of business operations especially its global financial operations, including finance, accounting, tax, treasury, investor relations, corporate development and Alteryx Ventures, and global real estate and workplace services. Kevin brings 20+ years of experience in the industry, leading both public and private technology companies through rapid growth and expansion.
Before joining Alteryx, Kevin was CFO of MSC Software, a private equity-backed software company. Kevin was responsible for managing MSC through significant transitions, including launching and navigating the company’s shift to a subscription-based model. Kevin also led the transformation of financial and business operations to support MSC's growth as well as strategic activities including debt and recapitalizations transactions, and mergers and acquisitions.
Kevin previously served as CFO for Pictage, a venture-backed software company; DataDirect Networks, a data storage equipment provider; and MRV Communications, a publicly traded telecommunications equipment provider. Kevin started his career at Arthur Andersen as a member of its Technology Practice working with a broad range of small, privately held companies to large, publicly traded organizations. Kevin currently serves on the board of directors of Forum for Corporate Directors (FCD) and Pretend City.
Kevin is a certified public accountant (inactive) in California and holds a Bachelor's Degree in business economics with an emphasis in accounting from the University of California, Santa Barbara.
Lewis Fanger
Full House Resorts
Lewis Fanger
Lewis A. Fanger was appointed as our Senior Vice President, Chief Financial Officer and Treasurer on January 30, 2015, subject to normal and customary state licensing requirements. Prior to joining the Company, Mr. Fanger served from June 2013 through February 2015 as a Vice President of Wynn Resorts, Limited, a leading owner and operator of resort casinos and a member of the S&P 500 and NASDAQ-100 indexes. At Wynn, Mr. Fanger oversaw the investor relations functions for both its NASDAQ- and Hong Kong Stock Exchange-listed stocks and assisted with the company’s development efforts, including in Asia. From August 2011 to June 2013, Mr. Fanger was Senior Vice President and Chief Financial Officer of Creative Casinos, LLC, the original developer of the recently opened Golden Nugget resort casino in Lake Charles, Louisiana. Mr. Fanger also served from July 2003 to August 2011 at Pinnacle Entertainment, Inc. in various capacities, including as Vice President of Finance, where he oversaw the treasury and investor relations functions of the company. Prior to that, Mr. Fanger worked as an equity research associate in the gaming group at Bear, Stearns & Co. in New York. Mr. Fanger earned a bachelor’s degree in industrial engineering and a master’s degree in business administration, both from Stanford University.
Deepak Doegar
GAVS Technologies
Deepak Doegar
Deepak has held leadership roles in various industries across India, China, US, Europe and South Asia with some of the leading companies in the world like GE and JCB Group.
Deepak has been a CFO with GE Energy, CFO for the GE Satyam JV, and he led that initiative as the Chief Integration Officer, he was the CFO for Genpact at Netherlands and was the Chief Integration Officer for that M&A for Genpact. He was the Asia Pacific Controller for GE Industrial and Consumer with a key focus on M&A and divestiture. He was with GE Group for almost 18 years.
He was the CFO of JCB, a British firm that is a world leader in construction equipment, for 4 years, and Deepak was involved with the business unit that contributed the highest percentage of EBITDA for JCB Global. His last engagement was with an exciting US-based technology company, Datavant-Ciox focused on Healthcare Technologies.
Deepak has held leadership roles in various industries across India, China, US, Europe and South Asia with some of the leading companies in the world like GE and JCB Group.
Deepak has been a CFO with GE Energy, CFO for the GE Satyam JV, and he led that initiative as the Chief Integration Officer, he was the CFO for Genpact at Netherlands and was the Chief Integration Officer for that M&A for Genpact. He was the Asia Pacific Controller for GE Industrial and Consumer with a key focus on M&A and divestiture. He was with GE Group for almost 18 years.
He was the CFO of JCB, a British firm that is a world leader in construction equipment, for 4 years, and Deepak was involved with the business unit that contributed the highest percentage of EBITDA for JCB Global. His last engagement was with an exciting US-based technology company, Datavant-Ciox focused on Healthcare Technologies.
Anthony Pagano
Genmab
Anthony Pagano
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
Michael Weiner
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.
Bert Nappier
Genuine Parts Company
Bert Nappier
Bert Nappier has served as Executive Vice President and Chief Financial Officer since May 2022 for Genuine Parts Company (GPC), a Fortune 200 global distributor of automotive and industrial parts. GPC serves their customers from a network of more than 10,000 locations across North America, Europe and Australasia with approximately 53,000 employees in 17 countries. As CFO, Bert leads the global finance organization which includes financial planning and analysis, treasury, corporate finance and risk management, investor relations, accounting and financial reporting and internal audit. Bert is responsible for providing strategic leadership for the business, management of capital allocation and working capital in addition to ensuring financial and regulatory compliance. He actively works with the Board of Directors and Audit Committee on strategic and financial matters impacting the business and serves on the Executive Leadership Team, Investment Committee, Cyber Committee and Pension and Benefits Committee.
Prior to joining GPC, Bert worked for 17 years at FedEx Corporation in a variety of finance and general management roles, including spending five years working in Europe. His most recent role at FedEx included serving as Executive Vice President, Finance and Treasurer, where he led the corporate finance, retirement investments, tax and corporate development teams. In Europe, Bert was President of FedEx Express Europe and Chief Executive Officer, TNT, from June 2018 through June 2020. He led an $8.5 billion business with a combined team of nearly 52,000 team members in Europe, covering approximately 50 of the more than 220 countries and territories. He also served as Senior Vice President Finance – International CFO, leading the FedEx Express and TNT Finance teams across Europe, Asia, the Middle East and Africa. Prior to FedEx, Bert worked at Wright Medical Technology as Director of Financial Reporting and at Ernst & Young and Arthur Andersen.
Steve Scherger
Graphic Packaging International
Steve Scherger
Stephen R. Scherger is the Executive Vice President and Chief Financial Officer of Graphic Packaging Holding Company. From October 1, 2014 through December 31, 2014, Mr. Scherger was the Senior Vice President – Finance. From April 2012 through September 2014, Mr. Scherger served as Senior Vice President, Consumer Packaging Division. Mr. Scherger joined Graphic Packaging Holding Company in April of 2012 from MeadWestvaco Corporation, where he served as President, Beverage and Consumer Electronics. Mr. Scherger was with MeadWestvaco Corporation from 1986 to 2012 and held positions including Vice President, Corporate Strategy; Vice President and General Manager, Beverage Packaging; Vice President and Chief Financial Officer, Papers Group, Vice President Asia Pacific and Latin America, Beverage Packaging, Chief Financial Officer Beverage Packaging and other executive‐level positions.
Greg Sanders
GrowGeneration
Greg Sanders
Mr. Sanders has served as Vice President and Corporate Controller at GrowGen for nearly five years. He came to GrowGen with prior public company experience, having served in various accounting positions for Enterprise Holdings and Arrow Electronics. He also led the Finance and Accounting Department, as well as Administrative and Human Resources functions, for Machol & Johannes LLC. Mr. Sanders holds a B.S. in Accounting from the University of Minnesota.
Baris Oran
GXO
Baris Oran
Baris Oran’s more than 20-year career in finance includes senior leadership positions with multinational market leaders, including CFO of the Sabanci Group, one of Turkey’s largest publicly traded companies. In that role, he executed numerous IPO, M&A and divestiture transactions; improved capital allocation; and led deleveraging and risk management initiatives.
Earlier, Oran was CFO of Kordsa, a global innovator of industrial reinforcement technologies. He has served as Chairman, Vice Chairman or Board Member of eight public companies and four private companies, including Chairman of the Board of Teknosa, an omnichannel retailer in the Sabanci Group.
Joyce Hoegerl
Helzberg Diamonds
Joyce Hoegerl
Joyce Hoegerl is Chief Financial Officer for Helzberg Diamonds.
Karleen Oberton
Hologic
Karleen Oberton
Karleen Oberton became Hologic’s Chief Financial Officer in August 2018. She joined Hologic in 2006 as corporate controller, was promoted to Chief Accounting Officer in 2014 and joined the new Global Leadership Team in 2017. Before joining Hologic, Ms. Oberton served as senior corporate controller of lmmunogen from 2004 to 2006. Prior to that, she was a Senior Audit Manager in Ernst Young's Life Science practice and in Arthur Andersen's High Technology practice. Ms. Oberton was an active Certified Public Accountant for more than 18 years and holds a BS in Business Administration from Merrimack College. She is a member of Merrimack's Leadership Council. Ms. Oberton serves on the board of directors of AMETEK, Inc.
Urvashi Shivdasani
Huge
Urvashi Shivdasani
Urvashi leads the Finance function at Huge which includes Commercial Finance, Financial Planning and Analysis, Accounting and Real Estate. Urvashi is a strategic finance leader with over 25 years of driving operational and financial performance across multiple industries including media, retail, commerce, online education and banking. A common thread across her experiences has been to lead change and transformation efforts through industry disruption and resulting business model evolution.
Urvashi is here to ensure Huge delivers against its audacious goals. She is operationalising Huge's commercial strategy and ensuring our go-to-market aligns with our overall growth objective. Huge is a complex, global business, and in her role, Urvashi is wholly invested in driving long-term sustainable and profitable growth.
Urvashi joined Huge from Ralph Lauren where she served as the SVP of Global Corporate Finance. There, she partnered with the executive team on strategic planning for a $6B+ annual revenue business. In her role, she led the financial planning processes across the business, executed multimillion-dollar capital investments for digitisation, streamlined corporate costs and led the transformation of the finance organization.
Previously, she was at Discovery Communications, the leader in global entertainment that reaches multi billion viewers. At Discovery, she served as the Division CFO of a $3B+ US business segment and led International Financial planning & Analysis for Discovery Networks International, a multi billion dollar complex diversified media portfolio.
Urvashi sits on the board as a Treasurer for World Pulse, an independent, women-led social network connecting women leaders worldwide to accelerate global change.
Susan Diamond
Humana
Susan Diamond
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.
Tiziana Figliolia
IDG
Tiziana Figliolia
Tiziana Figliolia is Chief Financial Officer for IDG.
Kate Jaspon
Inspire Brands
Kate Jaspon
Kate Jaspon is Chief Financial Officer for Inspire Brands.
Ellen Johnson
Interpublic Group
Ellen Johnson
Ellen Johnson is Executive Vice President and Chief Financial Officer for Interpublic Group.
Joseph Wolk
Johnson & Johnson
Joseph Wolk
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).
Fernando Sandoval
Kapital
Fernando Sandoval
Fernando Sandoval is CFO & Co-Founder for Kapital.
Sindy Wilson
Kickstarter
Sindy Wilson
Sindy Wilson is the Chief Financial Officer for Kickstarter, the go-to crowdfunding platform for creative projects. Sindy is a strategic and transformational finance executive with over 20 years of experience. She specializes in performance improvement and building finance, transformation, and analytics organizations that unlock scalable growth through partnership and shared accountability. Most recently, Sindy was the VP, Finance Transformation & Analytics at Lyft. Prior to joining Lyft, she led finance for Autotrader and Kelley Blue Book, led business transformation and accounting operations for Oldcastle Infrastructure, and was in strategic finance management consulting at EY.
Sindy holds a BS in Business Administration from Limestone College, received her MBA in Finance from Emory University, and pursued her Master of Accounting at the University of North Carolina at Chapel Hill, Kenan-Flagler Business School.
Sindy was the recipient of the Emory Alumni Association’s 40 Under 40 Award. She serves on the Emory University Board of Visitors where she is the past chair and executive committee member.
Nelson Urdaneta
Kimberly-Clark
Nelson Urdaneta
As Chief Financial Officer for Kimberly-Clark, Nelson Urdaneta oversees Finance and Global Business Services, and is responsible for building a strong foundation of growth and long-term shareholder value to deliver the company’s purpose of Better Care for a Better World.
Mr. Urdaneta joins Kimberly-Clark after nearly 17 years at Mondelēz International, where he held numerous positions of increasing responsibility across multiple geographies, including Treasurer, Corporate Controller and Chief Accounting Officer, Chief Financial Officer of Asia Pacific, Supply Chain Finance leader for North America, and General Manager of Venezuela. Prior to joining Mondelēz, he held financial planning and analysis and supply chain pricing positions at Ryder System, Inc.
Born in the U.S. and raised in Venezuela and the U.S., he holds an Economics degree from Universidad Católica Andrés Bello and an MBA from Harvard Business School.
Jeremiah Ashukian
Krispy Kreme
Jeremiah Ashukian
Jeremiah Ashukian has served as Executive Vice President and Chief Financial Officer since January 2023. Prior to joining Krispy Kreme, he held various CFO roles across North America and Latin America at Mars Inc. Mr. Ashukian held several finance positions earlier in his career across all aspects of the finance function and has extensive experience in building diverse and effective teams, functional and business transformations, integrations, M&A and portfolio management. Mr. Ashukian holds an undergraduate degree in Mathematics from Sir Wilfrid Laurier University as well as CMA and CPA designations from Ontario, Canada.
Doug Bettinger
Lam Research
Doug Bettinger
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.
Jay Johnson
Lamar Advertising Company
Jay Johnson
Jay Johnson is Executive Vice President & Chief Financial Officer for Lamar Advertising Company.
Trent Ziegler
LendingTree
Trent Ziegler
Trent Ziegler is the Chief Financial Officer and Treasurer of LendingTree. He has been with the company since 2012, serving in various leadership roles across the finance organization. Prior to being named CFO in May 2021, Trent served as the Vice President of Investor Relations and Treasurer. He had previously spent time leading the Financial Planning and Analysis team. He joined the company from Ally Financial, where he supported the rapid growth of the online consumer deposits business.
Trent earned his B.S. in Business from Eastern Illinois University and his MBA from the University of North Carolina Kenan-Flagler Business School.
Harmit Singh
Levi Strauss & Co
Harmit Singh
Harmit Singh is Chief Financial and Growth 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 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 Open Text and Buffalo Wild Wings, Inc.
Evgeny Fetisov
LightForce Orthodontics
Evgeny Fetisov
Evgeny Fetisov is Chief Financial Officer for LightForce Orthodontics.
Rob Crisci
Lineage Logistics
Rob Crisci
As Chief Financial Officer, Rob Crisci oversees Lineage Logistics’ finance organization and is responsible for creating a firm foundation for the company’s next phase of growth and expansion. 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 structures across the company. Prior to joining Lineage, Rob served in financial and executive leadership positions at Roper Technologies (NYSE: ROP), in which he led the growth of the company’s market capitalization from $12 billion to over $45 billion as Executive Vice President and CFO. He holds a Bachelor’s degree from Princeton University and a Master’s in Business Administration from Columbia University.
Chris Stansbury
Lumen
Chris Stansbury
Chris Stansbury is Executive Vice President and Chief Financial Officer at Lumen, with responsibility for financial planning, accounting, tax, treasury, investor relations, procurement and supply chain management and the global real estate portfolio.
Chris has more than 30 years of finance leadership experience at multinational corporations across several industries. Prior to joining Lumen, he served as CFO at Arrow Electronics, one of the world’s largest providers of technology products, services and solutions. Before Arrow, he was CFO for the Networking Group of Hewlett-Packard. Earlier in his career, Chris held finance positions of increasing responsibility at PepsiCo.
Chris holds a Master of Business Administration degree from the Wharton School of the University of Pennsylvania, and a bachelor's degree from the University of Western Ontario.
Throughout his career, Chris has been passionate about developing people and helping them realize their potential.
John Quaid
Marathon Petroleum Company
John Quaid
Mr. Quaid is executive vice president and chief financial officer of
Marathon Petroleum Corporation. Prior to joining Marathon Petroleum Corporation in 2014, Mr. Quaid served as vice president of iron ore for U.S. Steel, where he had responsibility for all aspects of iron ore mining operations.
While at U.S. Steel, Mr. Quaid also served as vice president and treasurer where he had executive responsibility for all of U.S. Steel's treasury functions, including capital markets, corporate finance, cash and banking, credit and collections and insurance. He also served as a member of the United States Steel and Carnegie Pension Fund’s investment committee.
Mr. Quaid began his career at PricewaterhouseCoopers LLP (PwC) in the audit and assurance practice and was promoted to manager in 1998. While at PwC, he served a number of major companies in the
steel, oil and gas, networking technology and consumer products industries.
In 2000, he joined FastForward Inc., an enterprise marketing software developer and service provider startup company as
corporate controller. In 2002, Mr. Quaid joined U.S. Steel as manager of Investor Relations. In 2004, he advanced to director of Facility Marketing and Business Planning and was responsible for sales and
operations planning activities. In 2005, he relocated to Serbia after being named director of Finance for the former U.S. Steel Serbia with responsibility for accounting, financial planning and analysis, tax, and
treasury. Mr. Quaid returned to the U.S. in 2007, to serve as a lead project manager for U.S. Steel's enterprise resource planning project. He advanced to assistant corporate controller in 2008, and was
named controller, North American Flat‐Rolled Operations in 2010. Mr.
Quaid was elected vice president and treasurer in August 2011, and assumed the role of vice president iron ore at U.S. Steel in 2014. He
was named senior vice president and controller of Marathon Petroleum Corporation in 2014. He was named executive vice president and chief financial officer of MPLX GP LLC in 2021. Mr. Quaid assumed
his current position in 2024. Mr. Quaid graduated from Lehigh University in 1994, with a Bachelor of Science business and economics
degree in accounting. Mr. Quaid is a member of the board of directors of MPLX GP LLC.
Jim Nickolas
Martin Marietta Materials
Jim Nickolas
James (Jim) A. J. Nickolas is Senior Vice President and Chief Financial Officer of Martin Marietta (NYSE: MLM). Before joining Martin Marietta in 2017, Jim held finance, accounting, tax and M&A leadership roles for more than fifteen years. He most recently led the Corporate Development group at Caterpillar Inc. Previous roles at Caterpillar included serving as the Group Chief Financial Officer of the Resources Industries segment and Caterpillar Global Mining division. These businesses were focused on the manufacture and sale of large mining equipment and parts. Jim was responsible for decision support, financial planning and reporting, internal controls, compliance and M&A activity. Before joining Caterpillar in 2008, Jim was Executive Director at J.P. Morgan Securities Inc., where he worked on originating and executing debt and equity capital raising and mergers and acquisitions. Jim began his professional career as a Certified Public Accountant at Coopers & Lybrand where he was a senior tax associate. Jim currently serves as Vice Chairman of the National Stone, Sand & Gravel Association (NSSGA) and is a Trustee of ROCKPAC, the advocacy arm of the NSSGA . Jim holds a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and both a Master of Business Administration in Finance and a Law degree from the University of Chicago. Jim and his wife, Anastasia, reside in Raleigh, North Carolina. They have been married approximately 25 years and have five children.
Britt Vitalone
McKesson Corporation
Britt Vitalone
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.
Yuval Atsmon
McKinsey & Company
Yuval Atsmon
Yuval serves as McKinsey's chief financial officer and is a client-serving senior partner in the firm's Technology, Media & Telecommunications and Consumer Packaged Goods practices. He is especially focused on helping companies with growth-led transformations. Based in London, he previously spent six years in Shanghai, helping companies navigate China's rapidly changing economic landscape, accelerate growth, and improve profitability.
Yuval has since supported a range of global companies on topics related to corporate and growth strategy, innovation, consumer insights, branding, marketing effectiveness, and route to market. He recently helped a fast-moving consumer goods company accelerate its growth trajectory from low single digits and market underperformance to strong growth and market overperformance, architecting an organizational transformation and achieving improvement across operations, marketing, and sales activities. He also worked closely with a media company on an ambitious digital and analytics agenda and with a high-tech company on a series of major acquisitions and alliances, and post-merger value capture.
Yuval previously led McKinsey’s strategy work in the Greater China region, leveraging consumer insights and private-sector collaboration for economic development.
A prolific author, Yuval is a regular contributor to McKinsey Quarterly, Harvard Business Review Online, and a LinkedIn Top Voice.
Andrew Kang
MicroStrategy
Andrew Kang
Prior to joining MicroStrategy, Mr. Kang served as Executive Vice President and Chief Financial Officer of Greensky, Inc., a publicly listed financial technology firm specializing in point-of-sale consumer financing which was acquired by Goldman Sachs in April 2022. Mr. Kang has over 20 years of experience in accounting, treasury, capital markets, asset liability management, financial planning and analysis, and investor relations. Prior to Greensky, Mr. Kang served as Corporate Treasurer for Santander Holdings USA, the U.S. subsidiary of Banco Santander S.A., from April 2018 to September 2020, where he oversaw liquidity, balance sheet and capital management for the $150 billion bank holding company. Mr. Kang has served as Corporate Treasurer at Santander Consumer USA, and Exeter Finance and has held leadership positions at HSBC and Capital One. Mr. Kang also currently serves on the Board of Trustees at The Schenck School, one of the national’s oldest and most highly regarded independent elementary schools for dyslexic students in the U.S..
Mr. Kang received his Bachelor of Arts in Biology and post-baccalaureate certification in Accounting, both from the University of Virginia.
Michael Gordon
MongoDB
Michael Gordon
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.
Jason Winkler
Motorola Solutions Inc
Jason Winkler
Jason Winkler is executive vice president and chief financial officer. He is responsible for the company’s financial strategy and leads all financial functions as well as supply chain and information technology.
Since joining Motorola in 2001, he has held a number of financial leadership positions supporting investor relations, global channel management, mergers and acquisitions and product operations. Prior to this role, he led finance for the company’s product and sales organization as senior vice president.
Winkler serves as the president of the Motorola Solutions Foundation and as a member of the executive board of the Chicago Police Memorial Foundation. He also serves as the executive champion for the company’s Veterans business council.
Winkler earned a bachelor’s degree in business administration from Valparaiso University and a master’s degree in business administration from the University of Chicago’s Booth School of Business.
Richard Hrabchak
Mutual of Omaha Insurance
Richard Hrabchak
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.
Melissa Rasmussen
National Vision
Melissa Rasmussen
Melissa Rasmussen serves as National Vision's Chief Financial Officer. She joined the company in 2019 as Senior Vice President, Chief Accounting Officer, where she led the accounting, tax, SEC reporting and internal audit functions.
Throughout her career, Melissa has acquired deep financial and technical knowledge with over 23 years of experience. She has had a broad range of responsibilities in diverse sectors, including manufacturing, healthcare, software and retail.
Prior to joining National Vision, Melissa was the Vice President and Global Corporate Controller of Lexmark International, Inc., where she led the worldwide accounting and SEC reporting functions. In the course of her career, Melissa has held a multitude of roles in which she gained significant financial and operational experience including mergers, acquisitions and divestitures, debt offerings, material weakness controls remediation, financial planning and analysis, investor relations, and systems implementation.
Melissa holds a Bachelor of Science in Accounting from the University of Kentucky and is a Certified Public Accountant.
Mike Steimley
Nazdar
Mike Steimley
Mike Steimley serves as the Vice President and Chief Financial Officer at Nazdar, a leading manufacturer and distributor of digital inkjet, screen, and flexographic inks for the printing industry. In this role, he oversees the company’s global financial operations and drives strategic growth initiatives.
As an empowering leader, Mike is dedicated to fostering an environment of unwavering integrity and transparency, building trust, and elevating the company's performance.
Before joining Nazdar, Mike held financial leadership positions at Toshiba and Vivendi Universal. His career began at PricewaterhouseCoopers LLP, where he gained valuable experience in audit and consulting.
Mark George
Norfolk Southern Corporation
Mark George
Mark George is Executive Vice President & Chief Financial Officer for Norfolk Southern Corporation.
Adam Barsky
NY Power Authority
Adam Barsky
Adam Barsky is the New York Power Authority's Executive Vice President and Chief Financial Officer, he joined the Power Authority in 2019. He is an accomplished senior executive who brings more than 30 years of dedicated experience in management, finance and public policy.
Adam previously served as Chief of Staff and Special Counselor at the Port Authority of NY and NJ. Prior to that he served as Executive Vice President and Chief Risk Officer of IDB bank NY from 2006 to the 2017. In that senior role, he oversaw all aspects of risk management for the bank including credit, market and operational risk, and strategic and reputation risk.
Adam has held numerous positions in state and local government including Deputy Secretary to the Governor of New York for Public Authorities, Financing and Housing and New York City Issues.
Before that, he served as Budget Director and Chief Financial Officer of the City of New York and as Director of the Mayor’s Office of Operations. Adam also worked as Chairman of the New York City Employees Retirement System, Chairman of the New York City Transitional Finance Authority, and Chairman of the NYC Municipal Water Finance Authority, Acting Commissioner of the New York City Department of Finance, and Chief Financial Officer and Chief Operating Officer of the New York City Economic Development Corporation.
Adam graduated cum laude from the State University of New York, Albany with a bachelor’s degree in Business Administration. He is also a certified public accountant and has also completed Columbia Business School’s Risk Management Executive Education Program. Adam was appointed as Chairman and a Director of the Nassau County Interim Finance Authority by former Governor Andrew Cuomo on March 1, 2016 and has served as a member of the board of directors of the New York State Job Development Authority since 2006.
Jim Molloy
Ochsner Health
Jim Molloy
Jim currently serves as Executive Vice President, CFO and Treasurer at Ochsner Health. He previously worked at Citi where he oversaw all banking related to municipal issuers including State and Local Governments, Public Private Partnerships (P3), Surface Transportation, Airports, Healthcare, Higher Education, Housing, Water and Public Power. Prior to his time at Citi Jim spent a good portion of his career focused on the healthcare industry, including banking positions at both Citi and Lehman Brothers covering about 20 years. Before entering the investment banking arena, prior healthcare experience included senior positions in the consulting division of a “Big 6” accounting Firm and a rating agency.
He has worked with some of the largest health systems in the country, executing billions of dollars of capital markets and M&A transactions on their behalf. He has specific expertise in strategic advisory, capital structure and strategic planning. Industry activities have included leadership in promoting transparency and communication between not-for-profit health issuers and the investor community.
Mr. Molloy serves as Board President at ParentChild+, an early childhood literacy and school readiness program and is also on the Advisory Board for Industrial and Operations Engineering at the University of Michigan. He received a BSE in engineering from The University of Michigan, Ann Arbor.
Andy Rusie
Old World Industries
Andy Rusie
Andy currently serves as the CFO of Old World Industries (“OWI”). OWI is an American Automotive Aftermarket icon and has been a Chicago-based company for 50 years. Andy has a wealth of experience around global business matters, M&A, strategy development and operations. Prior to OWI, Andy was the CFO for Whole Earth Brands, a global leader in the alternative sugar market, where he helped take the company public and completed multiple acquisitions. Prior to joining Whole Earth Brands, Andy served as the Vice President Corporate Finance and Strategy at Mauser Packaging Solutions, a global leader in consumer and industrial packaging. Andy spent most of his career at Mead Johnson Nutrition (“MJN”), a global infant formula leader. Andy held several finance leadership roles at MJN, including expat leadership roles in China, Southeast Asia, Latin America and Europe during his tenure. During his time in China, Andy sat on the Board of the American Chamber of Commerce South China. Andy worked on the IPO of MJN in 2009 and on the 2017 sale to Reckitt Benckiser. Andy started his career at Ernst & Young.
Andy received his MBA from Indiana University and an undergraduate degree from Miami University (OH). Andy is a U.S. CPA (inactive).
Matthew Unger
Omega Flex
Matthew Unger
Matthew Unger is VP Finance and Chief Financial Officer for Omega Flex.
Walter Hulse
Oneok
Walter Hulse
Walter Hulse is Chief Financial Officer & Executive Vice President, Strategy & Corporate Development for Oneok.
Brian Betts
Operation Hope
Brian Betts
Brian Betts has over 25 years of experience in auditing, accounting operations, strategic planning, and nonprofit management. Before his current role of President and Chief Financial Officer, Brian served as SVP, Controller at Operation HOPE.
Prior to joining Operation HOPE, Brian worked specifically in the nonprofit industry for over 10 years, specializing in developing accounting systems and implementing processes to streamline accounting functions while adhering to federal and state requirements. He completed his undergraduate studies at the University of Tennessee and earned a Master’s degree in Business Administration at the University of Memphis. He has active CPA licenses in both Tennessee and Georgia.
Vibhu Sharma
Pacific Life
Vibhu Sharma
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 Glazer
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
Naveen Chopra is Chief Financial Officer for Paramount.
Patrick Hatcher
Performance Food Group
Patrick Hatcher
Patrick Hatcher is Executive Vice President & Chief Financial Officer for Performance Food Group.
Vince Morales
PPG
Vince Morales
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.
Tim Murphy
Repay
Tim Murphy
Tim Murphy serves as REPAY’s Chief Financial Officer. In this role, Tim is responsible for all financial operations of the company including finance, planning, accounting, tax, treasury, reporting, and corporate development.
Prior to joining REPAY, Tim served as Director of Corporate Development for Amaya Gaming Group, a globally diversified gaming company with a strategy focused on growth through acquisitions. Tim joined Amaya Gaming Group after it purchased Cadillac Jack, a company engaged in the design and development of slot machines, where he served as Director of Finance from 2009 – 2012. Tim also represented Cadillac Jack during the diligence and negotiations of its acquisition by Amaya. Prior to Amaya and Cadillac Jack, Tim was an investment banker at Credit Suisse in NYC, where he focused on financial institutions, including financial technology companies. Tim’s professional career began at the management consulting firm BearingPoint (formerly KPMG Consulting).
Tim earned a bachelor’s degree in economics from Brown University and a Master of Business Administration in Corporate Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School.
Claire McDonough
Rivian
Claire McDonough
Ms. McDonough has served as Rivian's Chief Financial Officer since January 2021. Before Rivian, Ms. McDonough was a Managing Director and Co-head of Disruptive Commerce at J.P. Morgan, a multinational investment bank and financial services company, where she worked from September 2014 to January 2021. From June 2013 to August 2014, Ms. McDonough worked as Vice President and Treasurer and Senior Director of Finance and Strategy at Fairway Market, a food retailer. Ms. McDonough holds a B.A. in Public Policy and Visual Art from Duke University and an M.B.A. from the University of Chicago Booth School of Business.
Kenneth Krause
Rollins, Inc
Kenneth Krause
Kenneth D. Krause has served as the Executive Vice President, Chief Financial Officer and Treasurer of Rollins since September 2022. Prior to joining Rollins, Mr. Krause served as the Senior Vice President, Chief Financial Officer, Chief Strategy Officer and Treasurer of MSA Safety, Inc. from 2015 to 2022. He also served in various other leadership roles at MSA Safety, Inc. with increasing levels of responsibility from 2006 to 2015.
Mr. Krause currently serves as a member of the Metro Atlanta Chamber Board of Directors. Mr. Krause received a Bachelor of Science in Business Administration - Accounting from Slippery Rock University and an MBA from the University of Pittsburgh Katz Graduate School of Business. He is a CPA with inactive status in the state of Pennsylvania.
Shari Freedman
Room To Read
Shari Freedman
Shari Freedman is the Chief Financial Officer of Room to Read, an organization that believes World Change Starts with Educated Children.® Room to Read envisions a world in which all children can pursue a quality education that enables them to reach their full potential and contribute to their communities and the world. Shari oversees Room to Read’s global finance, accounting, legal and internal audit teams and is responsible for Room to Read’s fiscal management, financial transparency and global compliance. Shari’s leadership has transformed Room to Read’s global finance, accounting, legal and internal audit systems, deploying best-in-class approaches that have streamlined processes, increased internal efficiencies and delivered rigorous reporting and compliance standards. Through her work, Shari has positioned the finance, accounting, legal and internal audit teams as strategic partners throughout Room to Read, improving organization-wide decision-making and risk mitigation. With over 30 years of international finance, non-profit and administrative management experience with companies ranging in size from $35MM - $150B, Shari has a proven track record of success leading finance and legal teams in global organizations with significant scale and complexity. Shari joined Room to Read after a tenure as CFO at One Medical Group, Niman Ranch and Worldwise, Inc. Prior to that, she provided international financial and administrative management to best in class globally branded companies, including Gap, PepsiCo, and GM. Shari was named one of the San Francisco Business Times’ Most Influential Women in Bay Area Business in 2012. She has chaired the boards of the San Francisco-Marin Food Bank and JVS, the largest workforce development agency in the Bay Area. As an angel investor, she has actively supported startups with a focus on increasing capital for women entrepreneurs. Shari received her MBA from Georgetown University and a BA from American University. Her academic pedigree also includes certifications in The Art of Negotiations, Building Strategic Consensus and Non-Profit Governance at Harvard University.
Jason Conley
Roper Technologies
Jason Conley
Jason Conley has been Executive Vice President and Chief Financial Officer since February 2023. Prior to becoming Executive Vice President and CFO, Mr. Conley served as Vice President, Chief Accounting Officer. Mr. Conley joined Roper in 2006 as head of financial planning and analysis and investor relations. In 2013 he assumed the role of Senior Vice President of Finance and Human Resources at the Company’s Managed Health Care Associates subsidiary. Mr. Conley earlier served in roles of increasing responsibility at Honeywell International and Deloitte. He received an MBA from the Kellogg School of Management at Northwestern University and a BA from the University of Washington, and is a CPA.
Naftali Holtz
Royal Caribbean Group
Naftali Holtz
Naftali Holtz is Chief Financial Officer for Royal Caribbean Group.
Jamie Harris
RXO
Jamie Harris
Jamie Harris provides strategic financial counsel and direction as RXO enters its next phase of rapid growth. Mr. Harris brings 35 years of business-to-business experience to his role as RXO’s Chief Financial Officer, including more than two decades in high-level roles for public companies.
Prior to RXO, he served as Chief Financial Officer and treasurer at global manufacturer SPX Technologies. He’s held similar positions at Coca-Cola Consolidated and Elevated Textiles, Inc., where he also served as interim Chief Executive Officer. He began his career with Ernst & Young LLP.
Mr. Harris holds a master’s degree in business administration from Wake Forest University and a bachelor’s degree in accounting from Appalachian State University, where he currently serves on the board of trustees.
Brian Mulroy
Semrush
Brian Mulroy
Brian Mulroy is Chief Financial Officer for Semrush.
Nancy Disman
Shift4
Nancy Disman
Nancy Disman joined Shift4’s executive management team from Intrado, a global technology company, where she has served as the company’s CFO and Chief Administrative Officer for five years. Previously, she spent more than 20 years in the payments industry, holding numerous executive positions. Ms. Disman served as Chief Financial Officer and Chief Administrative Officer of TSYS’ Merchant Services division (previously TransFirst), Chief Financial Officer and Chief Operating Officer for Cynergy Data Corporation, and Chief Operations Officer and Chief Financial Officer of the Merchant Services Segment at First Data (now part of Fiserv). Ms. Disman began her professional career with Ernst and Young LLP's audit and assurance practice.
Beth Howe
SiTime
Beth Howe
Beth Howe is the Executive Vice President and Chief Financial Officer (CFO). In this role, she serves as a strategic advisor to the business and is responsible for all aspects of financial operations including accounting and reporting, financial planning and analysis, business decision support, tax, audit, treasury, and investor relations. Prior to joining SiTime in 2023, Beth spent 17 years at HP Inc driving innovation and change in numerous finance leadership roles, most recently serving as the Chief Audit Executive from 2021 to 2023. In this role, she accelerated automation and integrated risk management leading the company’s internal audit program and oversight of enterprise risk management. During her time at HP, she held a series of executive positions, including CFO for HP’s multi-billion dollar Graphics Solutions Business, and Global Head of Investor Relations. Beth is also a strong advocate for sustainability and inclusion and was the Finance Executive Sponsor for Sustainable Impact. Earlier in her career, she held leadership positions at Silicon Graphics, a high-performance computing and advanced graphics computer company. Beth holds a BS in engineering and Master’s degree in Engineering Economic Systems and Operations Research, both from Stanford University.
Matt DiLiberto
SL Green Realty Corp
Matt DiLiberto
Matthew J. DiLiberto is the Chief Financial Officer of SL Green Realty Corp. (NYSE: SLG), Manhattan’s largest office landlord, overseeing the finance, accounting, tax, investor relations and corporate capital markets functions of the organization. Prior to joining SL Green in September 2004, Mr. DiLiberto was with Chelsea Property Group, now a division of Simon Property Group (NYSE: SPG), where he was a Controller and Director of Information Management. From August 1998 to June 2000, Mr. DiLiberto worked at Vornado Realty Trust (NYSE: VNO) as a Senior Financial Analyst focusing on accounting and controls as well as the preparation of high-level management reports and SEC filings. Prior to joining Vornado Realty Trust, Mr. DiLiberto was a Business Assurance Associate at Coopers and Lybrand, LLP (now PricewaterhouseCoopers LLP).
In addition to his professional responsibilities, Mr. DiLiberto has been a firefighter in New Jersey since 1997, he is Vice-Chairman of the FDNY Foundation, the official not-for-profit of the New York City Fire Department, he has served on the Best Financial Practices Council of the National Association of Real Estate Investment Trusts (NAREIT), and was previously co-owner of Leavine Family Racing, a motorsports organization that fielded cars in NASCAR’s Cup Series.
Mr. DiLiberto holds a B.S. degree in Accounting from The University of Scranton.
Michael Scarpelli
Snowflake
Michael Scarpelli
Michael Scarpelli is Chief Financial Officer for Snowflake.
Chris Lapointe
SoFi
Chris Lapointe
Chris Lapointe is SoFi’s CFO. He joined from Uber Technologies where he was the Global Head of FP&A, Corporate Finance and FinTech. Prior to Uber, Chris was Vice President of TMT Investment Banking at Goldman Sachs.
Chris holds an MBA from the Tuck School of Business at Dartmouth College and a Bachelor of Arts degree in Math and Economics From Dartmouth College.
Heath Byrd
Sonic Automotive
Heath Byrd
Heath R. Byrd has served as Sonic’s Executive Vice President and Chief Financial Officer since April 2013. Mr. Byrd was previously a Vice President and Sonic’s Chief Information Officer from December 2007 to March 2013, and has served our organization since 2007. Prior to joining Sonic, Mr. Byrd served in a variety of management positions at HR America, Inc., a workforce management firm that provided customized human resource and workforce development through co-sourcing arrangements, including as a director, as President and Chief Operating Officer and as Chief Financial Officer and Chief Information Officer. Prior to HR America, Mr. Byrd served as a Manager in the Management Consulting Division of Ernst & Young LLP.
Nathan Gooden
Squarespace
Nathan Gooden
Nathan Gooden is Chief Financial Officer and Treasurer for Squarespace.
Daniel Jackson
Strategic Education
Daniel Jackson
Daniel W. Jackson has been with the Company since 2003. Previously he served as treasurer and senior vice president of finance for Strayer Education, Inc., and as regional vice president of operations, director of business operations, and campus director for Strayer University. Prior to joining Strayer, Mr. Jackson held financial and operational roles with Legg Mason Wood Walker and Fairmont Schools Inc.
Glenn Boehnlein
Stryker
Glenn Boehnlein
Glenn is responsible for our global finance activities which include corporate accounting, reporting, tax, treasury and internal audit. His role expanded in January 2020 and he now also oversees our global information services function.
In 2003, Glenn began his career with us as vice president of finance and information technology for our Endoscopy division. Since then, he has taken on roles of increasing responsibility including group CFO of MedSurg and Neurotechnology.
Prior to joining us, Glenn spent three years with Success TV as CFO. Prior to that, he was a partner and certified public accountant at Arthur Andersen. He received his bachelor’s and master’s degrees in accounting from Mississippi State University.
Brian Wenzel
Synchrony Financial
Brian Wenzel
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.
Peter Osvaldik
T-Mobile
Peter Osvaldik
Peter Osvaldik is the executive vice president and chief financial officer at T-Mobile. As T-Mobile’s fearless financial leader, Peter loves working with his team of passionate, caring, and purpose-driven employees to deliver on the huge potential of the supercharged Un-carrier.
Peter is always thinking, learning, and leveraging his deep knowledge of T-Mobile to drive our business forward—and those results speak for themselves. Before stepping into the CFO role, Peter was senior vice president of finance and chief accounting officer where he helped lead T-Mobile to record-breaking results quarter after quarter—including record revenue, net income, and adjusted EBITDA. He originally joined the Un-carrier back in 2016 as vice president of external reporting and technical accounting.
Peter also has years of senior management and leadership experience, having served in chief accounting officer, controller, and manager roles at Outerwall, Coinstar, and PricewaterhouseCoopers—where he first worked on T-Mobile, among other clients. He received bachelor's degrees in accounting and biochemistry from Western Washington University.
Peter is thrilled to be part of the world’s best wireless team building the world’s best 5G network. When he’s not taking on T-Mobile’s biggest financial challenges, you can find Peter tackling the grill, reading a good book, or exploring the Pacific Northwest with his wife and twin boys.
Sergio Maiworm
Talos Energy
Sergio Maiworm
Sergio Maiworm currently serves as Talos’s Executive Vice President and Chief Financial Officer since April 2024. Mr. Maiworm was appointed Senior Vice President and Chief Financial Officer in July 2023. Prior to that, Mr. Maiworm served as Vice President of Finance, Investor Relations and Treasurer of Talos Energy since May 2019. Mr. Maiworm joined Talos in April 2018 as Director of Finance and Investor Relations.
Prior to Talos, Sergio was an energy investment banker with Deutsche Bank, where he advised clients in the exploration and production sector on public and private capital raisings and strategic transactions. Before Deutsche Bank, Mr. Maiworm was a Manager in the global Mergers & Acquisitions group of Royal Dutch Shell based in Houston. Previously, Mr. Maiworm served as a Director of Finance at ION Geophysical Corporation and spent over eight years at Transocean, where he held positions of increasing responsibility in accounting and finance in Houston, Brazil and Switzerland. Mr. Maiworm started his career in the Audit practice of Deloitte & Touche.
Mr. Maiworm earned a B.S. in Business Administration from the Pontificia Universidade Catolica do Rio de Janeiro and an M.B.A. from the McCombs School of Business at the University of Texas at Austin. Mr. Maiworm is also a graduate of Harvard Business School’s General Management Program.
Scott Roe
Tapestry
Scott Roe
Scott Roe is Chief Financial Officer & Chief Operating Officer for Tapestry.
Jim Lee
Target
Jim Lee
Jim Lee is executive vice president and chief financial officer for Target and a member of its leadership team. He is responsible for financial planning and analysis, finance capabilities, internal audit, accounting, investor relations, treasury, tax, risk, financial products and services and corporate development.
Jim joined Target in 2024 after more than 25 years of finance, business and strategy leadership experience at PepsiCo. Most recently, he served as PepsiCo’s deputy chief financial officer.
Jim has served on several boards, including Celsius Holdings, Tropicana Brands Group and the North America Coffee Partnership. He currently serves as a trustee on the nonprofit Caramoor Center for Music and the Arts. He has an MBA from Columbia University and a Bachelor of Science in operations research from Princeton University.
Weldon Gage
Texas Children's Hospital
Weldon Gage
Weldon Gage serves as the Executive Vice President & Chief Financial Officer for Texas Children’s Hospital. Weldon re-joined Texas Children’s in June of 2016. He previously served in financial leadership roles at Texas Children’s for six years between 2005 and 2011. Prior to coming back to Texas Children’s, Weldon served in the CFO role at MD Anderson Cancer Center in Houston, and at the Children's Hospital of Wisconsin in Milwaukee. Weldon’s healthcare financial management career began in 1997 at the Hendrick Health System in Abilene, Texas.
In addition to leading the organization’s financial strategy and overseeing the system’s financial management functions, his responsibilities currently include oversight of the system’s operations in revenue cycle, legal, risk management, audit, compliance and government relations.
Weldon is a graduate of Texas A & M University with a Masters of Business Administration degree. He is also a graduate of Hardin-Simmons University with a BBA in Finance.
Richard McPhail
The Home Depot
Richard McPhail
Richard McPhail is executive vice president and CFO of The Home Depot, the world’s largest home improvement retailer with more than 2,300 stores and approximately 475,000 associates. He is responsible for the company’s financial operations and functions that drive the company’s growth and strategy to create the most seamless, interconnected experience in retail. This includes financial performance management, capital allocation, financial services, controllership, investor relations, tax, treasury, real estate, corporate strategy and strategic business development.
Richard joined The Home Depot in 2005 and has worked in senior roles in strategic planning, financial planning, business development, international financial management and served as the primary finance partner to all main commercial functions. Prior to joining the company, he gained international experience leading corporate development at Marconi Corporation and held positions at Wachovia Securities and Arthur Andersen.
Richard earned bachelor’s degrees in economics and business management from North Carolina State University and a master’s degree in business administration from the Fuqua School of Business at Duke University.
Richard serves on the executive committee of the Metro Atlanta Chamber and sits on the board of The Westminster Schools.
Tucker Marshall
The J.M. Smucker Company
Tucker Marshall
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.
Gary Millerchip
The Kroger Company
Gary Millerchip
Responsibilities
As The Kroger Co. CFO, Gary is responsible for Accounting & Financial Reporting, Long Range Planning & Capital Management, Tax & Treasury, Audit & Risk Management, Investor Relations, Pension Management, Mergers & Acquisitions, Global Sourcing & Procurement, Real Estate and Enterprise Payments.
Experience
Gary joined Kroger in 2008 as chief executive officer of Kroger Personal Finance (KPF), the division of Kroger that delivers financial and retail services through the Kroger Family of Brands and Companies. In 2015, Gary assumed responsibility for the planning and integration of Kroger's corporate strategic initiatives and two supermarket divisions. Before coming to Kroger, he was responsible for the NatWest Group’s Personal Credit Card business in the United Kingdom. He joined NatWest Group in 1987 and held leadership positions in Sales & Marketing, Finance, Change Management, Retail Strategy and Branch Operations. He became CFO for Kroger on April 4, 2019.
Recognition
Gary is a member of the board of directors of i-wireless LLC and serves on the advisory board of the Salvation Army in Cincinnati and Northern Kentucky. He is also a member of the CNBC Global CFO Council.
Education
Gary earned a bachelor’s degree in Financial Services from Birmingham City University and a post graduate degree in Business Administration from the University of Warwick. He also completed a leadership program at Harvard Business School in 2008.
Personal
Gary and his wife, Gita, live in Montgomery, Ohio, and have two children.
Andre Schulten
The Procter & Gamble Company
Andre Schulten
As P&G’s Chief Financial Officer, Andre oversees all financial actions of the Company and leads the Finance & Accounting organization. As part of P&G’s Global Leadership Council, he is also a key strategic leader as the company continues delivering sustained growth for P&G’s shareholders.
A native of Germany, Andre began at P&G’s Family Care production facility in Neuss as a Cost Analyst. His F&A experience spans Europe, North America, and Asia—and includes leadership of organization, supply chain, and total business restructuring and growth strategy work for P&G’s Feminine Care and Baby Care business globally. Earlier in his career, he also led the systems and IT integration with Gillette—one of the most complex tasks of the acquisition. In 2018, Andre expanded his experience to lead and manage the North America Baby Care business, including full profit and loss responsibility.
With the Company for more than 25 years, Andre is known for his strong, decisive leadership approach and has an innate ability to rally an organization behind a compelling vision.
Hugh Johnston
The Walt Disney Company
Hugh Johnston
Hugh Johnston is Senior Executive Vice President and Chief Financial Officer for The Walt Disney Company.
Paul Rouse
Thryv
Paul Rouse
Paul Rouse, chief financial officer, executive vice president and treasurer, and responsible for legal, joined Thryv from Apple and Eve, LLC, where he served as the chief financial officer for one of the largest privately held juice companies in the United States.
His work at Apple and Eve led to a doubling of its enterprise value in two years, ending in the successful sale of the company to Lassonde Industries, a Canadian public company.
Before joining Apple and Eve, Paul was the vice president of finance, corporate and business development, and treasurer of Yellowbook, Inc.
Paul has been recognized as one of the highest ranking professionals in the treasury and corporate finance by the Association of Financial Professionals.
He began his career at JP Morgan in international internal audit and at Ernst and Young in public accounting. Paul’s professional designations include Certified Public Accountant (CPA), Certified Global Management Accountant (CGMA), Certified Internal Auditor (CIA) and Certified Treasury Professional (CTP).
Paul graduated from Long Island University with a Bachelor of Science degree in Accounting.
Kurt Barton
Tractor Supply Company
Kurt Barton
Kurt Barton has served as Executive Vice President, Chief Financial Officer and Treasurer of Tractor Supply Company since March 2017. Kurt joined Tractor Supply in August 1999 and held various other leadership roles from 1999 through 2016. Prior to joining TSC, Kurt began his career in public accounting, spending 6 years at Ernst & Young.
Sarah Blanchard
Udemy
Sarah Blanchard
Sarah Blanchard has served as Udemy’s Chief Financial Officer since April 2021. Prior to joining Udemy, Sarah served as Chief Financial Officer and Chief Operating Officer of Omada Health, a digital healthcare platform focused on sustainable lifestyle changes, from March 2019 to April 2021, and as Omada Health’s Chief Financial Officer from August 2014 to March 2019. Sarah previously served as Chief Financial Officer of CoreOS, a developer of Kubernetes and container-native software solutions, from October 2017 until CoreOS’s acquisition by Red Hat in January 2018. Before that, she served as Vice President, Finance of Silver Spring Networks, a smart grid products provider, from 2009 to 2014. Sarah received a B.A. in accounting from Michigan State University and an M.B.A from the Wharton School of the University of Pennsylvania.
Jeff Wallace
USAA
Jeff Wallace
Jeff Wallace is USAA’s Executive Vice President and Chief Financial Officer, providing executive leadership for all aspects of the association’s accounting, treasury, investment, finance, financial planning and reporting, transformation and sourcing & procurement efforts.
Jeff joined USAA in August 2020 from Bank of America, where he most recently served as chief financial officer for the Consumer Banking and Global Wealth & Investment Management lines of business. In this capacity, he guided execution of all core finance functions, including financial planning, providing strategic guidance and operating key control processes. Previously, Jeff was Bank of America’s Global Infrastructure chief financial officer, with responsibility for providing financial support to the Global Technology & Operations, Global Risk & Compliance, Global Human Resources, Legal, CFO Group, Global Marketing & Corporate Affairs, and Chief Administrative Officer functions.
Early in his career, Jeff held senior finance roles at Wachovia Securities, Deutsche Bank, Fidelity Investments and Wheat, First Securities. He began his career as an auditor with KPMG.
Jeff is a member of the Corporate Advisory Board for the Association of Latino Professionals for America (ALPFA). He is also on the Board of Trustees for the Discovery Place in Charlotte, an organization responsible for bringing science, nature, and design together for the Charlotte community.
Jeff is a graduate of the University of Richmond, where he majored in Accounting.
John Moran
USAble Life
John Moran
John Moran is Chief Financial Officer for USAble Life.
Guy Melamed
Varonis
Guy Melamed
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.
Robert F. (Bob) Probst
Ventas
Robert F. (Bob) Probst
Robert F. (Bob) Probst is the Executive Vice President and Chief Financial Officer of Ventas, Inc. As a member of the Ventas executive leadership team, Probst oversees the Company’s key corporate functions, finance, accounting, IT, tax, strategy and investor relations.
Prior to joining Ventas in 2014, Probst served as Senior Vice President and Chief Financial Officer of Beam Inc., from the company’s inception as a standalone publicly traded spirits distributor in 2011 to its sale to Suntory Holdings Limited in 2014. Probst previously served as Vice President of Finance, Strategy and M&A for the Medication Delivery business division at Baxter International, Inc. (NYSE: BAX), a multinational healthcare company, and he spent eight years with Diageo PLC (NYSE: DEO), a British multinational beverage alcohol company, most recently as its Chief Financial Officer, Global Supply. His early career in finance included roles at The Pillsbury Company and as a Commercial Lending Officer with Northern Trust Corporation (NASDAQ: NTRS).
Probst is a member of The Economic Club of Chicago, and he serves on the Board of Directors of the Chicago Botanic Garden. He is also a member of the advisory board of the Duke University Financial Economics program. In 2018, Probst was named the Chicago Public Company CFO of the Year by the Chicago Chapter of Financial Executives International (FEI), and, in 2019, he was named FEI’s Public Company Financial Executive of the year, a national award. Probst earned a B.A. with honors in economics from Duke University and an M.B.A. with highest honors in finance and accounting from the University of Chicago Booth School of Business.
Tony Skiadas
Verizon
Tony Skiadas
Tony Skiadas is responsible for Verizon’s finance operations. Prior to becoming CFO on May 1, 2023, he was the Senior Vice President and Controller of Verizon where he was responsible for corporate wide accounting, finance operations, compliance, financial policies and SEC financial reporting. His responsibilities also included the review and analysis of various corporate acquisition and divestiture projects. In addition, Tony served as the principal accounting officer for Verizon and also provided oversight for the company’s Finance Transformation, a multi-year strategic initiative focused on transforming Verizon's finance processes, systems and talent.
Tony began his career with Bell Atlantic Mobile, a Verizon legacy company, in 1996. During his tenure, he’s held various accounting, financial management and executive roles of increasing responsibility, including the implementation of Sarbanes-Oxley 404 compliance and participating in the merger integration activities surrounding the formation of Verizon Wireless.
A licensed Certified Public Accountant in the state of New Jersey, Tony is a member of the American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants. He holds an MBA in Finance from Seton Hall University and a Bachelor of Science degree in accounting from the University of Delaware.
Craig Conti
Verra Mobility
Craig Conti
Craig Conti has served as Verra Mobility’s Chief Financial Officer since April 2022. Prior to joining Verra Mobility, Craig was the executive vice president and CFO of Century Aluminum Company (NASDAQ: CENX), a global producer of primary aluminum. He previously served as the CFO for ITW’s welding business, and he also led financial planning and analysis for GE Healthcare’s IT business. Mr. Conti began his career at GE, where he gained a wide range of finance, operations and strategy experience over the course of 15 years.
Chris Suh
Visa
Chris Suh
Chris Suh is the Chief Financial Officer at Visa. In his role, he oversees Visa’s financial strategies, planning and reporting, in addition to all finance operations and investor relations.
Mr. Suh joined Visa in July 2023 from Electronic Arts, where he served as Chief Financial Officer. From 1996 to 2022, Mr. Suh held senior finance roles at Microsoft, including serving as Chief Financial Officer of the Cloud + AI division from 2018 to 2022, and Head of Investor Relations from 2013 to 2018. Prior to Microsoft, Mr. Suh worked at PricewaterhouseCoopers from 1992 to 1996.
Mr. Suh holds a BA in Accounting and Finance from the University of Washington and an MBA from the University of Washington Michael G. Foster School of Business.
Lauren Dillard
Vista Equity Partners
Lauren Dillard
Lauren Dillard is the Chief Financial Officer at Vista Equity Partners, a global asset manager with more than $95 billion in assets under management. Lauren serves as a member of Vista’s Executive Committee and sits on the firm’s Private Equity Management Committee. Prior to joining Vista, Lauren spent over two decades working across the financial services and technology sectors. She most recently served on the Executive Leadership Team at Nasdaq as Executive Vice President of Investment Intelligence where she was responsible for leading the strategic direction and driving expansion across Nasdaq’s data, index and analytics division. Before her tenure at Nasdaq, Lauren spent 17 years at The Carlyle Group, serving most recently as Partner and Head of the Investment Solutions unit, overseeing more than $40 billion in assets and 200 professionals across offices in six countries. She also served as a member of Carlyle’s Management Committee and played significant roles on other leadership committees during her tenure at the firm. Prior to joining Carlyle, Lauren worked in the tax practice at Arthur Andersen. Lauren serves as an Independent Director of SL Green Realty where she Chairs the Compensation Committee and serves on the Audit Committee. She is also a Lincoln Center Leadership Fellow. Lauren is passionate about inclusive capital and investing in women and minority-led funds and organizations. She is a strong advocate for professional growth and career development for women in the financial and technology sectors.
Dale Gibbons
Western Alliance Bancorporation
Dale Gibbons
Dale M. Gibbons is Vice Chairman of Western Alliance Bancorporation and has been Chief Financial Officer since May 2003. Mr. Gibbons has more than 30 years of experience in commercial banking, including serving as Chief Financial Officer and Secretary of the Board of Zions Bancorporation from August 1996 to June 2001. From 1979 to 1996, he worked for First Interstate Bancorp in a variety of retail banking and financial management positions. Mr. Gibbons is a summa cum laude graduate of Arizona State University and a CPA.
Zane Rowe
Workday
Zane Rowe
Zane Rowe 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.
Prior to joining Workday, Zane was executive vice president and CFO of VMware, where he oversaw the company's finance and accounting functions, and led the strategy and development team. He also served as interim CEO of VMware from February to May 2021. Prior to his time at VMware, Zane was CFO at EMC, CFO at United Airlines, and led North America sales for Apple.
Zane holds a bachelor’s degree from Embry-Riddle Aeronautical University and an MBA from San Diego State University.
Christopher Turner
Yum! Brands
Christopher Turner
Chris Turner serves as Yum! Brands Chief Financial Officer, reporting to the Yum! Brands CEO. In this role, Turner has global responsibility for finance, corporate strategy, supply chain and information technology. Turner joined Yum! Brands from PepsiCo, where he served as Senior Vice President and General Manager leading PepsiCo’s retail and e-commerce businesses with Walmart in the U.S. and more than 25 countries and across PepsiCo’s brands in the beverage, snack and nutrition categories. Prior to leading PepsiCo’s Walmart business, Turner served as Senior Vice President of Transformation for PepsiCo’s Frito-Lay North America business, where he led the optimization of Frito-Lay’s world-class direct-store delivery capability as part of a broader transformation of the end-to-end value chain. Previously, he led the long-term strategic planning processes related to growth acceleration, category expansion and M&A as Senior Vice President of Strategy for Frito-Lay. Turner previously spent more than 13 years at McKinsey & Company, one of the world’s largest strategic management consulting firms, where he served as a Partner in the firm’s Dallas office. During his time at the firm, he led the Service Operations practice in North America, the Restaurant Service Line and the Retail Operations team – over time serving clients in the retail, restaurant, consumer packaged goods, airline, high-tech and media industries.
In addition to his role at Yum!, Turner serves on the Board of Directors of Academy Sports and Outdoors, Inc. He holds an MBA from Stanford University and a bachelor’s degree in industrial engineering from the University of Arkansas.
Nathan Winters
Zebra Technologies
Nathan Winters
Nathan Winters was appointed Chief Financial Officer of Zebra in January 2021, following his role as acting CFO, which he assumed in August 2020. Prior to assuming the Zebra CFO position, Nathan served as the company’s Vice President of Corporate Financial Planning & Analysis and Business Operations since 2018. Prior to Zebra, Winters served in financial roles for GE for more than 16 years where he held multiple CFO positions, most recently serving as CFO of GE Healthcare Global Supply Chain. He received his Bachelors’ degree in Finance and Economics from the University of Kentucky.
Suky Upadhyay
Zimmer Biomet
Suky Upadhyay
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.
Wetteny Joseph
Zoetis
Wetteny Joseph
Wetteny Joseph is executive vice president and Chief Financial Officer of Zoetis, the world leader in animal health. In this role, he is responsible for overseeing the financial management, planning, operations and business development initiatives for this nearly $8 billion company. During his career, he has worked across diverse and complex businesses, leading finance functions and business units, and managing relationships with stakeholders from customers to investors.
Mr. Joseph joined Zoetis in June 2021, after having spent 13 years in executive positions at Catalent, a global leader in pharmaceuticals, biologics and consumer health products. Before joining Zoetis, he was senior vice president and Chief Financial Officer of Catalent for three years, overseeing accelerated financial growth and value creation at the company through transformational acquisitions and organic capital deployment. He first joined Catalent in 2008 as vice president and corporate controller and held senior finance positions until October 2015, when he was named president of the Clinical Supply Services business, responsible for $400 million in annual sales from the global business unit.
Before joining Catalent, Mr. Joseph held a variety of senior financial positions at the industrial distribution company HD Supply, including as CFO of its $1.2 billion plumbing and HVAC business unit. He also served as corporate controller for Hughes Supply, a Fortune 500, NYSE-listed company that was acquired by Home Depot and became part of HD Supply. In his early career, Mr. Joseph spent six years at PricewaterhouseCoopers as an auditor and strategic financial advisor across a variety of industries.
Mr. Joseph holds both master’s and bachelor’s degrees in accounting from Florida Atlantic University and is a Certified Public Accountant. Mr. Joseph is a member of the Executive Leadership Council (ELC) and a non-executive board member of Ashland Global (ASH).