21st Century Business Strategy: The Future of Finance Sessions

Thursday, April 7

11:00 a.m.11:30 a.m.
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Rod Johnson

Group Vice President, Oracle ERP, EPM & SCM Applications Sales & Global Cloud Go-To-Market

Oracle

Rod Johnson is Group Vice President of Oracle's North America ERP, EPM & SCM Apps Sales & Global Cloud GTM, which includes Sales & GTM strategy, product marketing and global sales support.  Mr. Johnson is focused on driving growth and customer success of our Software-as-a-Service businesses by making it easier to evaluate, buy, and adopt the application portfolio.  His team is responsible for Cloud Sales & GTM efforts of our Enterprise Resource Planning, Enterprise Performance Management and Supply Chain Management product portfolios.

During his 8-year tenure at Oracle, Mr. Johnson has been instrumental in building Oracle’s Industry Solution and Key Account strategy.  Mr. Johnson was responsible for the development and go-to-market execution of Oracle’s Industry Solutions, which are end to end offerings targeted at our customers’ most critical business challenges and opportunities.

Prior to Oracle, Mr. Johnson spent 8 years at Gartner Group where he held several key research leadership roles in ERP, E-Commerce and Customer Relationship Management practices. In the role, he was a noted thought leader, consulted with hundreds of Global 2000 clients and regularly spoke at key industry events.

The rules of business success are changing in the twenty-first century, and so is the role of finance. Join Oracle Group Vice President Rod Johnson as he explains why finance is becoming the new guidance system for the enterprise, providing invaluable insights that the business can use to exploit disruption and lead transformation. You’ll walk away with practical advice on how to create a modern finance organization able to measure, monitor, and report on the new digital KPIs driving growth today.

11:30 a.m.12:00 p.m.
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John Faherty

Vice President, Enterprise Resource Planning

KBACE, A Cognizant Company

John Faherty is Vice President, Enterprise Resource Planning at KBACE. He has over 22 year’s experience with Oracle ERP Applications. His professional experience combines practice management, client relationship, project management and systems implementations across various industries. He has a proved track record leading Oracle ERP practices, Oracle implementations, business process and operational re-engineering projects.

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David Warr

Controller

Chicago Sun-Times

David Warr is the Controller of the Chicago Sun-Times.  He brings the perspective of many years of experience in the financial vertical with all aspects of financial operations.  His diverse experience allows him to set strategic direction for Sun-Times financial departments and provide oversight with critical operations. David has led organizations using Oracle EBS, and now Cloud.  A proponent of Cloud and state of the art technology, David is leading a program to transform the Sun-Times into a Cloud organization for financial and other operations.  David holds a Masters of Accounting from the University of Wyoming.

Operating in a highly competitive and rapidly changing market, Sun-Times sought a scalable, lower-cost alternative to its legacy ERP solution that would deliver the modern functionality its workforce needed while reducing IT costs. Join this session to learn more about how Sun-Times chose to implement Oracle ERP Cloud financials to modernize its ERP capabilities and reduce spend on internal IT maintenance.

1:30 p.m.2:00 p.m.
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Douglas Kehring

Executive Vice President, Corporate Development and Chief of Staff, Office of the CEO

Oracle

Douglas Kehring has served as Oracle's executive vice president, chief of staff since March 2015. He also continues to serve as the head of Oracle's corporate development group, a position he has held since 2005. The corporate development group provides planning, advisory, execution, and integration management services to Oracle on mergers and acquisitions, source-code and object-code licensing, strategic investments, joint ventures, and other related transactions.

Kehring began his career at Oracle in 2000 as part of the Oracle Venture Fund. He joined Oracle after working for the investment banks of Donaldson, Lufkin & Jenrette and Dain Bosworth. Kehring is a graduate of the University of Wisconsin–Madison School of Business.

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Andrew Boucher

Vice President of FP&A

Western Alliance Bancorporation

Andrew is currently Vice President of Financial Planning and Analysis and Western Alliance Bancorporation.  He has over 30 years of experience in the financial services industry in the areas of strategic financial planning, treasury and asset/liability management, M&A, and financial/operational analytics.

 He has demonstrated success in transforming financial processes at MBNA/Bank of America, Asta Funding, and Western Alliance Bancorporation.  This includes the implementation of Hyperion Planning at MBNA and Oracle EPM Cloud at Western Alliance.  Andrew holds an MBA degree in investment management from Drexel University and a BA degree in Accounting from Penn State University.

M&A activity reached new highs in 2015, yet the failure rate for acquisitions continues to hover between 70 percent and 90 percent. If you are already involved in M&A or considering it as a strategy to expand into new markets or grow your top line, it is imperative that you get M&A right. Oracle Executive Vice President Doug Kehring, responsible for integrating more than 100 acquisitions at Oracle since 2004, shares his insights and best practices on how to prepare your people, processes, and IT infrastructure to derive the maximum synergies and shareholder value from your M&A investments.

2:00 p.m.2:30 p.m.
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Loren Mahon

Vice President, Global Finance Systems, Office of the CEO

Oracle

Ms. Mahon is responsible for driving the internal use of Oracle applications and partnering with development, IT, and lines of business in defining best practices around the use of applications and in designing operations to maximize efficiency, effectiveness, customer service, internal controls, and data integrity, especially in a shared services environment.  Ms. Mahon has spent the last 26 years at Oracle managing various functions within Oracle finance including North America finance, contracts, incentive compensation, FP&A, projects administration, order management, license management services, and customer data administration and has participated in numerous internal application development and implementation efforts. She is a frequent speaker on Business Transformation, Finance Best Practices, and Shared Services. Prior to joining Oracle, Ms. Mahon spent nine years in various analyst roles at several public sector and non-profit organizations. She holds Masters Degrees in Applied Anthropology and Business Administration.

Ms. Mahon currently serves as Vice Chair on the Board of Directors at Second Harvest Food Bank of Santa Clara and San Mateo Counties. She is currently on the Committee for Finance and IT and the Board of directors for FEI and a member of the Silicon Valley FEI chapter. She is on the Scholarship Committee for the Professional Business Women of California, a member of the Advisory Board for the Alliance for Girls, and is a member of the Executive Committee for OWL, Oracle’s Women’s Leadership initiative.

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Karen Walker

Chief Accountant and Controller

Uber Technologies

Karen is a finance executive with over 20 years of experience. She has held a variety of leadership positions giving her both broad and deep experience in finance including compliance, technical accounting, strategy, financial planning, finance operations and process design.

Karen is currently the Chief Accountant and Controller at Uber Technologies.

Karen earned a Bachelor of Business Administration in Accounting at Southern Methodist University. She resides in San Francisco with her husband and is a novice wine collector and crossfitter. She is also an active volunteer with the Golden West Chapter of the ALS Association.

Finance organizations are entering the next stage of their evolution into better business partners, moving from the transaction efficiencies and control of the 1980s, and the reporting and financial analysis of the 1990s and 2000s, to become digitally enabled strategic partners in the twenty-first century. Join Oracle Vice President Loren Mahon as she shares how modern finance organizations are using the key tenets of standardization, simplification, centralization, and automation together with next-generation shared services and modern cloud applications to deliver finance excellence for less.

2:30 p.m.3:15 p.m.
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Richard Wong

VP FP&A, Treasury and Sales Commissions

LinkedIn

Richard Wong is the vice president of financial planning and analysis at LinkedIn, where he leads a team of over 75 people responsible for global financial planning & analysis (FP&A), global treasury, and global sales compensation.

Wong started at LinkedIn pre-IPO when the company was approximately $200M in revenues and 600 people and helped the company scale to nearly $3 billion in revenues and 8k+ employees.  During the last five years, he helped establish and scale three critical functions for LinkedIn: global FP&A, procurement (vendor management and strategic sourcing), and investor relations. 

In addition to his experience at LinkedIn, Wong has over 16 years of combined experience working for companies such as Yahoo! Inc., Banc of America Securities, Lucent Technologies and JPMorgan in the areas of financial planning, analysis, corporate development, and performance management.   

Wong holds an MBA from the Kellogg School of Management at Northwestern University and a BS from the Haas School of Business at UC Berkeley.

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Matt Stirrup

Vice President of Finance, North America Applications and Managed Cloud Services

Oracle

Matt Stirrup is vice president of finance for North America applications and managed cloud services. He joined Oracle five years ago as part of the Sun Microsystems acquisition. Stirrup has driven the transformation of the global business finance group in North America from a traditional FP&A organization to a true business partnering approach, ensuring better financial decisions are made through business insight.

Embedding finance professionals into key lines of business has helped improve visibility and results at both LinkedIn and Oracle. In this interactive workshop, LinkedIn Finance Vice President Richard Wong and Oracle Finance Vice President Matt Stirrup share their business partnering strategies and insights on how to identify the right KPIs that can help the business capitalize on disruption and drive profitable growth.

3:30 p.m.4:00 p.m.
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Craig Barrow

Vice President, EPM Global Market Development

Oracle

Craig Barrow is vice president of EPM Global Market Development and is responsible for driving global adoption of Oracle’s enterprise performance management solutions. He has extensive experience leading change management initiatives in industries and companies and has been quoted in the London Financial Times for his innovative work in the area of management reporting. Barrow holds both bachelor’s and master’s degrees in business administration, as well as a JD. He has been an adjunct faculty member at Harvard University’s Graduate School and in the Lourdes University MBA program.

Prior to joining Oracle, Barrow was chief financial officer at several public and private companies, including both for profit and not-for-profit institutions. He has also served as vice president of finance, marketing, and sales during the course of his career, which includes experience in manufacturing, healthcare, information technology, software, professional services, and retail.

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Bob Hughes

Director of Enterprise Applications

Arby’s Restaurant Group

Bob Hughes is responsible for the corporate applications at the Arby’s Restaurant Group, where he supports and oversees the Oracle e-Business Suite Applications, Hyperion Financial Management and Planning environments, and associated integrated applications.  He also is responsible for the infrastructure and database technologies that support the EBS environment.

Bob has 30 years of experience in information technology, primarily supporting manufacturing and financial operations in the chemical, textile, automotive, high-tech, electronic security, commercial aviation, metals, and retail industries.  Prior to joining the Arby’s Restaurant Group in 2013, he was the North American Director of Information Technology at Novelis, responsible for applications and infrastructure for the corporate and regional headquarters, as well as the manufacturing operations.  Earlier, Bob was the information systems director at LiveTV, the in-flight entertainment company of JetBlue Airlines.  Bob spent eight years with United Technologies Corporation, holding a number of leadership positions in several areas of the company, including global director of information technology in their electronic security company. Bob also served as the information technology audit manager and lead the development of the company’s Sarbanes-Oxley IT compliance program.

Prior to joining UTC, Bob held senior level positions with Lydall, Inc., The Siemon Company, Kayser-Roth Hosiery, and Ciba-Geigy (now Novartis).  He has lead several global ERP and CRM implementations, built infrastructure, data centers, and applications in support of 24x7 call centers, and has directed numerous challenging and geographically diverse assignments.    

Bob grew up in Durham, North Carolina, holds a Masters of Business Administration degree from Wake Forest University, and graduated from The University of North Carolina at Greensboro with a degree in Economics and Business Information Systems.  He lives in Sandy Springs with his wife, Cathy.  Daughter Emily is a graduate of the University of Texas, currently living and working in Los Angeles.

Planning, budgeting, and forecasting are not just the preserve of the finance department—these processes take place across the entire organization wherever a budget or target resides. The problem for many organizations is the struggle to implement planning solutions across the organization; often, lines of business resort to spreadsheets to do their planning, creating a disconnect from the enterprisewide system. Hear from customers how cloud-based tools make it practical to capture the "wisdom of crowds," implement practices such as zero-based budgeting, and gain more accurate and predictable forecasts.

4:00 p.m.5:00 p.m.
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Michael Gobbo

Master Principal Solution Consultant

Oracle

Michael Gobbo is a Master Principal Solution Consultant and has been with Oracle for over 9 years. During that time he has been assisting customers and prospects understand how to best leverage Oracle solutions in the context of their business challenges in the area of Finance and Accounting. He has helped Fortune 1000 companies streamline business processes and architected comprehensive solutions optimizing enterprise performance management. Michael brings his experience at implementing, administering, and positioning Oracle EPM solutions at numerous businesses worldwide like, Facebook, Lululemon, Deckers Outdoors, Beats by Dre, Allianz Global Investors, LegalZoom, Cochlear, to name a few.

Prior to joining Oracle, Michael spent over 10 years in the Media and Entertainment industry bringing best practices to Finance and Accounting organizations using technology.  While at NBC Universal, Michael managed the implementation of shared service center for Accounts Payables, Vendor Master Management, and Cash Management.  Additionally, he led efforts in converting the enterprise into a paperless environment for procurement, authorization requests, project tracking, to name a few.  While at Technicolor, Michael was the global process owner for finance and led ERP/EPM implementation in Europe instilling best practices.   Michael has over 20 years experience with ERP and EPM systems and started his career in public accounting.

 

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Chad Kelley

Controller

Irving Materials

Chad B. Kelley graduated from Purdue with a degree in electrical engineering and spent the first 12 years of his professional life working in the automotive industry.  During this time he earned an MBA from Butler University.  After leaving the automotive industry Chad joined Irving Materials, Inc. where he serves as controller, supervising the accounting, payables, billing, and receivables departments. 

Chad  is a Certified Management Accountant by the Institute of Management Accountants.  He also passed all three exams for the Chartered Financial Analyst designation, but has not applied for the CFA charter.

When not at work, Chad enjoys spending time with his spouse of 22 years and two children, coaching youth sports, serving as financial secretary for his church, reading, and exercising.  He also recently began learning Mandarin in preparation for the adoption of his third child.

Timely and accurate financial reporting is an essential foundation for running successful organizations. Yet only 5 percent of the data finance provides is viewed as helpful by the larger business organization. Join this interactive workshop to learn how the latest reporting technologies can help your teams consistently derive business insight from data, improve operating reviews, and increase business partnering effectiveness.