2011 CFO Leadership Forum (Chicago)
Wednesday, November 2, 2011
Chicago, IL
Rob Bernshteyn
Chief Executive Officer
Coupa Software
Rob brings 15 years of experience in enterprise software to his position as CEO at Coupa. Prior to joining Coupa, Rob spent four years with SuccessFactors, the global leader in Performance and Talent Management delivered via the software-as-a-service model. As a member of the SuccessFactors executive management team he served as their global vice president of product marketing and management.
Rob has also directed product management at Siebel Systems, where he contributed to building their Employee Relationship Management suite of applications into Siebel’s fastest-growing product two years after launch. Before that, Rob was an associate at McKinsey & Company and a global project manager at Accenture where he managed numerous successful global SAP enterprise resource planning (ERP) software implementations.
Rob holds a Bachelor of Science Degree in Information Systems from the State University of New York at Albany and an MBA from Harvard Business School.
John Biegel
Partner
PwC
John, a Partner in our Transaction Services practice, has over eighteen years of experience with PwC providing consulting advice to clients in many areas, but primary relating to their overall growth strategy. John has advised his clients in a number of areas, his primary focus is coordinating and executing due diligence and related merger and acquisition consulting services working on transactions with values ranging from $5 million to over $15 billion. While John’s expertise relates to assisting clients on transactions, he also serves as a key relationship partner for a number of clients where he coordinates the Firm’s resources to deliver value across on a number of issues.
John has played a key leadership role in a number of complex engagements ranging from domestic, international, privately owned and publicly held clients in both the consumer and industrial products and healthcare market segments. John has also assisted clients performing “sell-side due diligence” leading divestiture efforts for underperforming and/or non-core divisions of large public companies.
John’s experience has spanned a range of industries, including healthcare, manufacturing and consumer products, transportation & logistics, and chemicals. John has managed cross-border divestiture and acquisitions throughout Europe, including Finland, Spain, Sweden, Norway, Germany and the U.K.
Tim Carlson
EVP, Chief Financial Officer & Treasurer
ATMI, Inc.
Tim Carlson was appointed ATMI Chief Financial Officer and Treasurer in September 2007 and is responsible for planning ATMI financing strategies, and managing ATMI's overall finance activities and information technology systems. Before becoming CFO, Mr. Carlson was Senior Vice President and General Manager of Packaging for ATMI. Prior to working with the Packaging business, he was leading the ATMI business development activities. Mr. Carlson has previously managed the ATMI worldwide finance organization as Vice President and Corporate Controller, where his responsibilities included overseeing financial reporting, financial planning and analysis, investment and cash management, and internal audit.
Before joining ATMI in 2000, Mr. Carlson was with Campbell Soup Company, a global manufacturer of soup, beverage, confectionery and prepared food products, from 1991 to 2000, where he held the position of Finance Director for Campbell Australia and for Pepperidge Farms. He also held strategic planning, mergers and acquisitions and internal audit positions. From 1988 to 1991, Mr. Carlson was with Ernst & Young.
Mr. Carlson earned a Bachelor of Science degree in Economics, with concentrations in finance and accounting, from the Wharton School of the University of Pennsylvania, and is a Certified Public Accountant.
Tim Collier
Senior Vice President Finance & Business Development
Thomson Reuters
Tim Collier is Senior Vice President, Finance and Business Development for Thomson Reuters, the world's leading source of intelligent information for businesses and professionals. As a member of the Investment Committee and a key player in the company’s global growth strategy, he is responsible for managing the largest and most complex acquisitions and strategic dispositions in the Thomson Reuters vast global portfolio.
In this role Collier drives the analysis underlying the company’s largest capital investments that generate cash flow and fuel Thomson Reuters growth. As well as advising Thomson Reuters on its purchase and sale candidates, he heads the Financial Planning & Analysis function (FP&A), as well as Internal Audit, and is charged with making informed decisions about the direction of Thomson Reuters businesses and the organization as a whole. He is also responsible for helping design the company’s compensation plans, and advising senior management on linking pay with motivation and shareholder interest both on an annual and long-term basis.
His strategic vision and meticulous execution are complementary abilities that have been developed over an international career spanning industries and functions including banking, corporate, Treasury, insurance, audit, chief accounting officer and M&A. This nontraditional trajectory has prepared him for financial leadership in today’s business community requiring diverse skill sets to operate globally and locally.
Collier’s tenure at Thomson Reuters is distinguished by his record of converting tough financial challenges into long-term achievements, helping integrate the Reuters transaction and transforming Finance at Thomson Reuters into a modern era strategic engine, and laying the groundwork for the overall company’s growth and expansion. Joining Reuters in 2002,Collier was tapped to reorganize the Treasury department, then to remake Internal Audit. Then he ran both the mergers and acquisitions team and the central finance operation where he became a key executive in the Thomson acquisition of Reuters.
Before joining Reuters, Collier was Director of Group Treasury at United Business Media, a FTSE 100 U.K. global business media company with responsibility Treasury, insurance and M&A.
Prior to that he held a variety of financial positions in banking, culminating as a managing director in Europe for Chase where he was active in a broad range of banking activities from lending to M&A. He started out at NatWest before moving to Manufacturers Hanover, and following a series of mergers with Chemical and Chase, became Managing Director for the media division of corporate finance.
Today Collier is known for his strict fact-based decision-making discipline, Collier today advances the Thomson Reuters mission to source and deliver intelligent information that enables professional decision-making and positively impacts the world.
Collier serves on the board of The Child Guidance Center of Southern Connecticut.
He resides with his wife and two children in Connecticut.
Nicholas Conrad
Vice President, Finance and Treasurer
The Andersons Inc.
Nick Conrad serves as the Vice President Finance & Treasurer for The Andersons, Inc. He joined The Andersons in 1984 and has served exclusively in the Finance and Treasury department during his tenure. Prior to joining the company he held positions with two financial institutions for eight years.
Nick holds an MBA from the University of Michigan, Ann Arbor, and a Master of Arts degree in English from The University of Toledo, where he also earned his bachelor’s degree in English. Nick also attended the Stanford Graduate School of Business Executive Program, Palo Alto, Calif.
He is a member of the Financial Executives Institute (FEI), national and Toledo chapters.
In the community, Nick serves as the Chairperson for the UT Foundation Investment Committee and a board member for the UT Foundation Board of Trustees.
Pablo Edelstein
Chief Financial Officer Dow Latin America
Dow Chemical
Pablo Edelstein is Finance Director and Chief Financial Officer of Dow Latin America, located in Sao Paulo, Brazil.
Pablo is a graduate in Business Administration from Universidad Catolica Argentina and is an alumnus of the Stanford School of Business in Palo Alto, California.
During his career at Dow, he has held various positions across many of Dow’s different businesses, functions and geographies. In addition to a backbone career in Finance, he held roles in sales, product management and also had responsibility for Information Technology, Environmental, Health and Safety, Supply Chain and Gas & Petroleum Operations in Dow USA’s Western Division. More recently, he was Finance Director for the Dow Global Hydrocarbons & Energy business located in Horgen, Switzerland.
In the various assignments with Dow he and his family lived in Buenos Aires; Miami; San Francisco; Midland, Michigan; Zurich and since 2006 is located in Sao Paulo, Brazil.
Juan Figuereo
Executive Vice President & CFO
Newell Rubbermaid
Juan is the Chief Financial Officer of Newell Rubbermaid, a manufacturer and marketer of consumer and commercial products. Prior to joining Newell Rubbermaid, Juan was Executive Vice-President & CFO of Cott Corporation, the world’s largest producer of retailer brand beverages. Previously Juan was Vice-President of Mergers & Acquisitions for Wal-Mart International, where he spent four years leading acquisitions and divestitures and helping Wal-Mart implement its growth strategy. Before leading M&A at Wal-Mart, Juan had a fifteen year career with PepsiCo, where he held positions in general management, finance and business integration, including Vice-President & CFO, Pepsi-Cola Latin America, Vice-President & CFO Pepsi-Cola Engarrafadora, in Sao Paulo, Brazil, Vice-President & CFO Frito-Lay South Europe, in Barcelona, Spain, Vice-President Business Integration, Frito-Lay Europe, in London, England, and Managing Director, Frito-Lay Dominicana, in Santo Domingo, Dominican Rep., among others. Juan started his career with Arthur Andersen & Co, in Miami, where he was a Senior Manager, specializing in financial services and small systems consulting.
Juan earned a BBA from Florida International University in Miami, and attended the Executive Program in Marketing at Columbia University and the Economics & Finance Program at London University. He is a Certified Public Accountant in the state of Florida.
Newell Rubbermaid is a manufacturer and marketer of consumer and commercial products, with approximately $6 billion in sales and a portfolio of brands that are mostly number 1 or number 2 in their respective categories, including Graco, Rubbermaid, Sharpie, Parker, Irwin, Lenox, Calphalon and Levolor, among others. The company employs over twenty thousand people worldwide.
Scott Friedrichs
Member of PA’s Management Team and expert in Enterprise Commercial Risk Management
PA Consulting Group
Scott Friedrichs is a Partner at PA Consulting and leads their People and Operations Practice in the Americas. He joined PA in 1998 and specializes in delivering measurable value from shared services transformational programs. During his time at PA, Scott has worked in the Americas, Europe and Asia for major clients across a wide range of industries including Financial Services, Oil and Gas, Utilities, Retail, Transport and Telecommunications. He has degrees from Glasgow, Edinburgh and Cambridge Universities and resides in Washington DC.
Mark Guinan
Senior Vice President & Chief Financial Officer
Hill-Rom Holdings, Inc.
Before taking his current role as Senior Vice President and CFO of Hill-Rom Holdings, Inc., Mark was the Chief Procurement Officer for Johnson & Johnson following roles where he served as Vice President-Finance for their Global Pharmaceutical business, Vice-President-Finance for Global Pharmaceutical R&D and Business Operations and several positions in their Ethicon Endo-Surgery business. Prior to Johnson & Johnson, Guinan held positions of increasing responsibility with Proctor & Gamble. Mark has an undergraduate degree from the University of Notre Dame and an MBA from The Olin Graduate School of Business at Washington University.
Cliff Lange
Vice President, CFO & Chief Actuary
Boston Mutual Life Insurance Company
Cliff Lange is currently Vice President, Chief Financial Officer & Chief Actuary at Boston Mutual Life Insurance Company where he reports to and serves the President & Chief Executive Officer of a $1 billion asset and one million policyholder company established in 1891. Cliff leads a team of 30 professionals in the Controller's, Treasury, Tax, Compensation, Internal Audit and Actuarial areas. He is responsible for the financial reporting, financial planning, budget, internal auditing, pricing, reserving, experience studies, taxes, treasury, compensation, and projections. He also Chairs the Enterprise Risk Management Committee. Prior to joining Boston Mutual, Cliff was Senior Vice President and Chief Actuary at Excellus Blue Cross Blue Shield where he had responsibility for the vision, direction, and leadership for the Actuarial, Rating & Underwriting, and Information Management areas for a $4.5 billion revenue business serving 2 million members in Upstate New York. Additional experience includes: Senior Vice President/Chief Analytics Officer Blue Shield of California where he led a team of 55 analysts in medical informatics, reserving, pricing, cost of health care analytics, and hospital contract modeling; Senior Vice President and Chief Actuary GE Financial Assurance where he led an international actuarial team of 200 people supporting over $100 billion of assets under management in health insurance, life insurance, long-term care insurance, fixed and variable annuities, and property and casualty insurance in Europe, Japan, and the United States; and Senior Vice President and Chief Actuary of Golden Rule Insurance Company in Indianapolis, IN. Cliff holds a BS Mathematics/Actuarial Science, Cum Laude from the University of Connecticut.
Lauralee Martin
Global Chief Operating & Financial Officer
Jones Lang LaSalle
Ms. Martin joined the firm as Chief Financial Officer in January 2002 and was given expanded responsibilities in 2005 to become Chief Financial and Operating Officer.
She is responsible for all global finance functions including accounting, tax, treasury, internal audit and investor relations together with information technology and all aspects of the firm’s operational platform.
Prior to joining Jones Lang LaSalle, Ms. Martin was CFO of Heller Financial Inc., where she was involved in both the company’s initial public offering in 1998 and its successful sale of the company to General Electric Capital in 2001. Ms. Martin also served as Heller’s Group President—Real Estate Finance for three years before she became a Senior Group President, overseeing Real Estate Finance as well as three other business units. She previously worked at GE Capital for 10 years heading its mortgage banking and construction lending divisions.
Ms. Martin earned a B.A. from Oregon State University and an M.B.A. from the University of Connecticut. She serves on the boards of KeyCorp, Jones Lang LaSalle, and HCP. She is a member of the Executive Club, the Chicago Network , and a Trustee of the Urban Land Institute.
Marty Martinson
Chief Financial Officer
Guggenheim Partners
Mr. Martinson is the Chief Financial Officer of Guggenheim. Prior to joining Guggenheim, Mr. Martinson was a Partner in Accenture, Ltd. and worked in that firm’s Venture Capital and Corporate Development organizations, and was the Chief Financial Officer of Indeliq, Inc., an affiliate of Accenture. Prior to that, Mr. Martinson was a Vice President of Corporate Finance and Advisory Services for Citibank, N. A. Mr. Martinson received his B.A. degree in Applied Mathematics from Yale University and an MBA in Finance and Business Policy from the University of Chicago.
Mark Nittler
VP Financials Applications
Workday
Mark Nittler brings Workday more than 20 years of broad experience in key financial application disciplines such as accounting, ERP, procurement, contract management, compliance and security. Nittler’s experience includes executive leadership positions in both product strategy and marketing, including VP, Application Strategy for PeopleSoft, VP of Strategic Marketing for Commerce One, and VP of Strategic Marketing for Symantec.
A California CPA , Mark holds a Bachelor’s degree in economics from the University of California, Berkeley and a Master’s degree in Management from University of California, Irvine.
Michael (Pete) J. Piechoski
SVP & CFO
Peter Kiewit Sons', Inc.
Mr. Piechoski is Senior Vice President and Chief Financial Officer for Peter Kiewit Sons’, Inc., a $10 billion construction company headquartered in Omaha, Nebraska. He has worked in various capacities at Kiewit since 1983. Prior to working for Peter Kiewit Sons’, Inc., Mr. Piechoski worked as an International Cost Manager for Abbott Laboratories (1980 – 1983); and as a Staff Auditor for Arthur Anderson (1976 - 1978).
Mr. Piechoski is a Certified Public Accountant. He received his Bachelor’s in Accounting from the University of Miami, Florida in 1976, and a Masters of Business Administration from Arizona State University in 1979.
Mr. Piechoski has served on various Boards including: US Bobsled & Skeleton Federation, University of Miami President's Circle, US Bank Advisory Board of Omaha, Nebraska; the Omaha Community Foundation; United Way of the Midlands; the Omaha Children’s Museum; the College World Series of Omaha, Nebraska, and Marian Catholic High School.
Mr. Piechoski and his wife Jeri have two children. Alexandra is a graduate of Villanova University with a degree in Engineering and Bradley attends the University of Miami, pursuing an Engineering degree.
Sudhanshu Priyadarshi
CFO- Global Nutrition Platforms & Global R&D
PepsiCo
Sudhanshu Priyadarshi is the Chief Financial Officer of PepsiCo’s Global Research & Development Group and Global Nutrition Platforms.
As CFO of Global R&D, he provides strategic and financial guidance to R&D for all PepsiCo divisions in the areas of enterprise research planning, R&D portfolio management, next generation technologies, nutritional standards, food safety and regulation, and quality assurance.
As CFO of Global Nutrition Platforms, Sudhanshu provides financial leadership & counsel to the global team of nutrition platform leaders, innovation, branding, customer and partnership experts strategically focused on delivering business growth by delivering good nutrition to markets around the world around four key category areas: fruits and vegetables, whole grains, functional nutrition and dairy. Global Nutrition Platforms is a newly formed entity dedicated to driving the global growth of PepsiCo’s nutritious food and beverage businesses from $10B to $30B by 2020.
Sudhanshu joined Global R&D & Global Nutrition team from the Corporate Strategy & Development group where he was responsible for PepsiCo’s international mergers, acquisitions and alliance activities with specific focus on Europe, Middle East and Africa, India and global R&D. During his tenure in the group, he worked on a variety of M&A projects including the Lebedyansky acquisition, formation of PepsiCo’s first-ever dairy joint venture in middle east and PepsiCo/TATA JV in India.
Sudhanshu started his PepsiCo career in the Australian Head Quarter, Sydney in 1999 then moved to the Frito Lay North American Head Quarter in Dallas in 2001. Since joining the company, Sudhanshu has worked in Financial Planning & Analysis, Business Integration, Strategy & Planning, Customer Development, Sales Finance, Pricing and Go to Market Strategy area of PepsiCo’s domestic and international division. He has a broad range of business experience with a variety of industries, including banking, retail and consumer goods.
Bill Schrank
Client Partner, Business Transformation Services
Infosys BPO
Bill Schrank is a Client Partner with Infosys BPO and has been with the company since early 2008. He leads the Business Transformation Services practice in the Americas, primarily working with large multi-national clients.
Mr. Schrank has 30 years of business experience in a wide range of shared services functions as buyer, seller and advisor, with particular emphasis in business process outsourcing (BPO) over the last 10 years.
Previously, Bill was Senior Director in The Hackett Group’s Transformation Advisory Services group where he advised clients on business transformation in the areas of finance, human resources, procurement and IT, with emphasis on global service delivery models. Prior to The Hackett Group, Mr. Schrank was a Senior Vice President with WNS Global Services, a leading offshore BPO provider (India) where he led the North American growth of the Enterprise Services business unit (F&A, HR, supply chain, logistics and data management), serving all industry sectors. Mr. Schrank was also a Managing Director of KPMG and its successor Outsource Partners International, a U.S.-based BPO provider focused on finance and accounting.
Bill was a CFO for ten years, and had extensive international experience, where he had responsibility for accounting, finance, treasury, IT, HR and other functions in shared services environments. Mr. Schrank led two IPO’s as CFO and raised over $1 BN in debt and equity financing. He started his career working for seven years with Arthur Andersen.
Mr. Schrank has a BBA-SS degree from Stephen F. Austin State University and is a CPA. Bill lives in the Chicago area where he is active in local community organizations. He is married with five children and enjoys travel, cycling and golf.
Michael Smiley
CFO
Zebra Technologies
Michael C. Smiley joined Zebra in May 2008 as chief financial officer from Tellabs, Inc., a global provider of telecommunications networking products. At Tellabs, he led all accounting and finance functions outside of the U.S. and most recently served as General Manager for the Tellabs Denmark A/S unit, which has sales in excess of $100 million to customers around the world. During his six years at Tellabs, Mr. Smiley held various financial and operations executive positions including interim chief financial officer, vice president international finance, and treasurer. Prior to Tellabs, Mr. Smiley was located in Taipei, Taiwan, as vice president, finance, for the Asia Pacific region of General Semiconductor, with the corporation’s key manufacturing and revenue-generating operations in the region. Earlier in his career, he held positions of increasing responsibility at General Instrument, GATX Corp. and Itel Corporation/Anixter Brothers. He began his professional career as an auditor with Coopers & Lybrand. Mr. Smiley holds a bachelor’s degree in accounting from Brigham Young University and an MBA from the University of Chicago.
Patrick Townsend
Regional Manager - Midwest
Host Analytics
Patrick is responsible for all upper Midwest Sales at Host Analytics. Patrick brings over 18 years experience in the technology industry. Most recently he served at IBM running sales in the Chicago region, covering the Financial Performance Management including Business Analytics and Predictive Analytics. Prior to that, Patrick drove sales at several high growth technology companies including Siebel, Sybase, and Cognos.
Patrick graduated from Rose-Hulman Institute of Technology where he earned a degree in Electrical Engineering and Economics.
Patrick is married and has four children that are all very active in sports and clubs. Patrick spends his weekends coaching and following youth activities.
Date: Wednesday, November 2, 2011
Time: 7:50am – 5:25pm
Location: Chicago, IL
*Event location will be disclosed to attendees upon completion of the registration process.
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