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Modern Finance Experience 2016

The rules of business success are changing in the 21st Century, and so has the role of finance. With value being created by data insights, intellectual property, talent, and other intangible assets, it’s up to finance to lead their organizations to profitability in this new world. Join Oracle Chief Executive Officer, Safra Catz, for Modern Finance Experience 2016 in Chicago, Illinois – two days of interactive workshops, customer case studies, and thought-provoking keynotes designed to give your finance organization a competitive edge today and in the future.

The Modern Finance Experience 2016 features:

Two tracks:
21st Century Business Strategy: The Future of Finance
21st Century Technology Strategy: Winning with the Cloud

Interactive workshops: Led by customer practitioners and Oracle finance executives on top digital transformation issues, these workshops include topics from business partnering to measure new digital KPIs to next-generation reporting and ensuring value from your ERP cloud implementation.

Customer case studies: CFOs and partners share cloud security, integration, and implementation best practices based on successful cloud deployments.

Networking opportunities: Meet and gain insight from industry leaders and peers at luncheons, solution showcases, the welcome reception, and the customer appreciation event at Chicago’s Field Museum.

Featured Speakers

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Mark Hurd

Chief Executive Officer


Executive Biography

Mark Hurd is chief executive officer of Oracle Corporation and a member of the company’s board of directors. He joined Oracle in 2010, bringing more than 30 years of technology industry leadership, computer hardware expertise, and executive management experience to his role with the company. Hurd is also a member of the Baylor University Board of Regents.

Corporate Direction and Strategy

Mark Hurd oversees the corporate direction and strategy for Oracle's global field operations, including sales, support, consulting, marketing, and alliances and channels. He focuses on strategy, leadership, innovation, and customers. Says Mr. Hurd, "It's our job as a company to help our customers save money and innovate."

Before joining Oracle, Mark Hurd served as Chairman of the Board, Chief Executive Officer, and President of HP, where his focus on customers, innovation, improved operational efficiency, and execution led to significant company growth. Prior to that, he spent 25 years at NCR Corporation, where he held a variety of management, operations, sales, and marketing roles, ultimately serving as the company's Chief Executive Officer and President and leading a successful effort to improve operational efficiency, strengthen the product line, and drive growth.

Since joining Oracle, Mark Hurd has worked to share Oracle's strategy and vision with customers, partners, shareholders, and investors. "Our strategy is complete stack, open, best-of-breed at every single layer of the architecture," he says. "We vertically integrate those best-of-breed pieces for extreme performance and total-cost-of-ownership benefit to give you differentiation. Our products are designed to be the best technology at every single layer of the stack, and then be vertically integrated. We want to give customers choices for how they access that technology—on premises, building a private cloud, using a public cloud, or a hybrid cloud combination. It's your choice how you get access to all of this technology."

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Safra A. Catz

Chief Executive Officer


Safra A. Catz is chief executive officer of Oracle Corporation and a member of the company's Board of Directors. She previously served as president of Oracle and has also served as the company's chief financial officer. Catz first served as Oracle's chief financial officer from 2005 to 2008, as executive vice president from 1999 to 2004, and as senior vice president from April to October 1999. She has also served on the Board of Directors for HSBC Holdings, one of the world's largest banking and financial services organizations, since 2008.

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Geoff Colvin

Senior Editor-at-Large, Fortune Magazine; Award-winning Author and Broadcaster

Geoff Colvin is an award-winning thinker, author, broadcaster, and speaker on the most significant trends and issues impacting business and the economy. As Fortune magazine’s Senior Editor-at-Large, Geoff has an insider’s perspective fueled by longstanding relationships with the world’s top leaders in business and government. He knows what they’re seeing, thinking, and planning and reveals how they’re leading, making choices, and responding to today’s challenges in ways that others can learn from.

In his fourth decade at Fortune, Geoff Colvin’s breadth of experience is impressive. He is one of journalism’s sharpest and most respected commentators on leadership, management, globalization, regulation, corporate governance, competition, the economy, the infotech revolution, human performance and related issues. Geoff’s regular column and frequent cover stories in Fortune have earned him millions of loyal readers. His new newsletter—Power Sheet, available weekdays, free through Fortune.com—provides a detailed look at how individual leaders are shaping today’s tumultuous world.

Geoff is also one of America's preeminent business broadcasters. He is heard every day on the CBS Radio Network, where he has made over 10,000 broadcasts and reaches seven million listeners each week. He has appeared on Today, The O’ReillyFactor, Good Morning America, Squawk Box, CBS This Morning, ABC's World News Tonight, CNN, PBS's Nightly BusinessReport, and dozens of other programs. He served as anchor of Wall $treet Week with Fortune on PBS, he spoke each week to the largest audience reached by any business television program in America.

Geoff is a respected author whose groundbreaking international bestseller, Talent Is Overrated: What Really Separates World- Class Performers from Everybody Else, has been published in a dozen languages. The Upside of the Downturn: Management Strategies for Difficult Times was named “Best Management Book of the Year” by Strategy + Business magazine. Geoff’s latest book (August, 2015) is called Humans are Underrated: What High Achievers Know That Brilliant Machines Never Will. It’s based on the idea in his wildly popular article in the 2014 Fortune 500 issue – “In The Future Will There Be Any Work Left for People to Do?” It looks at the trend of technology displacing more jobs than it creates and the ways people will create value for their organizations and their careers in the changing economy. The ideas have profound implications.

A native of Vermillion, South Dakota, Geoff Colvin is an honors graduate of Harvard with a degree in economics and has an M.B.A. from New York University.


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Michael Lewis

Journalist and Best-Selling Author of The Big Short, Flash Boys, Moneyball, and The Blind Side

Financial journalist and New York Times best-selling author Michael Lewis has published more than a dozen books on subjects ranging from politics to Wall Street. Lewis’ latest release, the NYT #1 best-seller Flash Boys, has taken the financial market and business world by storm since its release in March 2014. The story reveals how the legal — but highly questionable — practice of high-frequency trading (HFT) has allowed certain Wall Street players to work the stock market to their advantage, and has been called one of the most provocative books to hit shelves since Lewis’ The Big Short. In The Blind Side, published in 2006, Lewis tells the story of NFL offensive tackle Michael Oher, and how his life is transformed from being a teen living on the streets of Memphis after he is adopted by white Evangelical Christians. Before that, Lewis wrote Moneyball, a book ostensibly about baseball, but also about the way markets value people. Both of his books about sports became Oscar-nominated films.

Two of his most popular releases, The Big Short and Boomerang, are narratives set in the global financial crisis. His other works include The New New Thing, about Silicon Valley during the internet boom; Coach, about the transformative powers of his own high school baseball coach; Losers, about the 1996 Presidential campaign; and Liar’s Poker, a Wall Street story based in part on his own experience working as a bond salesman for Salomon Brothers.

Mr. Lewis is a columnist for Bloomberg News and a contributing writer to Vanity Fair. His articles have also appeared in The New York Times Magazine, The New Yorker, Gourmet, Slate, Sports Illustrated, Foreign Affairs, and Poetry Magazine. He has served as editor and columnist for the British weekly, The Spectator, and as senior editor and campaign correspondent for The New Republic. He has filmed and narrated short pieces for ABC-TV’s Nightline; created and presented a four-part documentary on the social consequences of the internet for the BBC; and recorded stories for the American public radio show, This American Life.

Mr. Lewis grew up in New Orleans and remains deeply interested and involved in the city. He holds a Bachelor’s degree in Art History from Princeton and a Master’s degree in Economics from the London School of Economics. He lives in Berkeley, California with his wife, Tabitha Soren, and their three children: Quinn, Dixie, and Walker. In 2009, he published Home Game: An Accidental Guide to Fatherhood, about his attempts to raise them.

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James Richards


GE Healthcare

James is the Chief Information Officer for GE Healthcare, based in Chicago, IL.  He was appointed to his current role in March 2016.

Prior to joining Healthcare, James was the CIO – Finance, based in Fairfield, CT.  This role was created in Jan 2014, and was responsible for Enterprise & Finance Systems strategy, operations and deployments across the company.  He partnered closely with the Finance, IT, and Global Operations teams in driving these priorities.

Previously, James was the Managing Director, Intercompany Financing at GEC Treasury.   He joined Treasury in November of 2011, and was responsible for all transactional, process improvement, and governance activities for GE Capital’s internal funding structures.

Prior to Treasury, James was the CFO for Franchise Finance, a business unit within GE Capital – Americas.  James provided finance and operational leadership for the $12B platform, which primarily finances restaurant franchisees and limited-service hotel operators.

James joined GE as an FMP with the Plastics business in 1999.  After completing FMP, he spent the following 6 years with GE’s Corporate Audit Staff.  After graduating as Executive Audit Manager for GE Commercial Finance, he spent the next 14 months as FP&A Leader for GE Capital Solutions (predecessor of GE Capital – Americas).  In 2008, he moved to Arizona to take the CFO role for Franchise.

James is a graduate of the University of Vermont.  He currently lives in CT with his 6-year old son.

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Linda Zukauckas

EVP, Corporate Controller

American Express

Linda has been EVP & Corporate Controller of American Express since November 2011.  In this role, Linda leads the Global Controllership and Global Tax teams, comprising 900 employees in over 35 countries.  Linda is a member of American Express’s Global Management Team and sits on several committees: Risk Management, Credit Reserve, Financial Disclosure, Basel, Data Governance, etc.  Linda is the executive sponsor of the Company’s Executive Women’s Interest Network.  Linda is a member of the Board of Directors of American Express Global Business Travel, a 50/50 joint venture between American Express and a third-party investor group.

Prior to joining American Express, Linda held various senior leadership roles at Ally Financial (formerly GMAC Inc), including Managing Director – Corporate Strategy at Ally Financial, where she had responsibility for bank strategy matters, including M&A.  Previously she was Chief Financial Officer of North America Auto Finance, Ally Financial’s largest business segment; Group Vice President – Finance, where she led Finance transformation; and Global Head of Internal Audit. 

Prior to joining GMAC, Linda held senior leadership roles at Deutsche Bank/Bankers Trust, including Chief Auditor of the Global Investment Bank, and Director of Audit in the Asia region, during which time she was based in Singapore.  She began her career at PricewaterhouseCoopers.

Linda is active in the finance profession. She is the Past President of the New York City Chapter of Financial Executives International and also serves, together with other Fortune 100 Controllers, on FEI’s Committee on Corporate Reporting.  Linda also serves on the Board of Directors of FEI at the National level.  Linda is a member of the American Institute of Certified Public Accountants. She holds a Bachelor of Business Administration (Accounting) degree from Texas Tech University. She resides with her husband in New York City.

View the Keynote Highlights

21st Century Finance: Leading Through Disruption Highlights
Safra A. Catz, Chief Executive Officer, Oracle

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Vision 2025: Digital Transformation in the Cloud Highlights
Mark Hurd, Chief Executive Officer, Oracle

View the full video