The Tech-Savvy CFO:Leverage Emerging Technologies to Achieve Your Strategic Objectives
The Philadelphia CFO Leadership Council
Thursday, October 20, 2016
7:30am - 8:00am - Breakfast & Networking
8:00am - 9:30am - Program
The offices of Ballard Spahr LLP
1735 Market Street, 48th Floor, Philadelphia, PA
The world of technology is advancing at lightening speeds. It can be difficult (and expensive) to invest and deploy multiple technologies that may or may not help your organization achieve your strategic plan.
As a CFO, you increasingly need to have visibility across the various organizational functions so that resources are properly allocated to drive the business. Making the right investments in new technologies can fuel growth and launch your organization ahead of competition.
Join our panelists in discussing the emergence of new technologies, such as Cloud Computing, Big Data/Data Security, Analytics, and Blockchain and learn how to best leverage these within your organization.
- Receive a high-level overview of emerging technologies and processes that your investors, auditors and shareholders expect you to have in place to support growth
- Reveal the sometimes misunderstood (or unknown) risks and rewards in deploying new technologies
- Discuss the technologies that can give you the longest runway for your business
- Provide you with a list of best practices in applying metrics and measuring ROI to new technology investments
To register for this program, simply complete the form above. All CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $60.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
For more information about this program or The CFO Leadership Council, please contact Caroline Boyce, Marketing Director, Philadelphia Chapter at Caroline@cfolc.com
Send cancellations to Caroline@cfolc.com no later than 4pm on October 17th to receive a refund.
- Program level: Advanced
- Requested CPE: 1.5 Credits, Field of Study: Information Technology
- Program Prerequisites: None
- Advanced Preparation: None
- Delivery Method: Live/Group
The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
About our Speakers:
Martina F. Aufiero
Senior Vice President and Managing Director
Tina brings more than 20 years of experience to Safeguard, where she is responsible for sourcing and deploying capital in early- and growth-stage companies, providing operational oversight and driving successful exits for Safeguard’s partner companies.P
Prior to joining Safeguard, Tina most recently served as Managing Director and Head of Corporate Development for Tradeweb, a leading New York-based financial technology firm, where she led several key acquisitions and inorganic growth initiatives. Previously, Tina served as Vice President of Principal Strategic Investing at Goldman Sachs (NYSE: GS), where she led numerous investments in the financial technology sector as part of a $1.0 billion portfolio. On behalf of Goldman Sachs, Tina served on the Boards of Directors for APX Inc., the Green Exchange LLC, Medley Global Advisors LLC and LiquidityMatch LLC and as a board alternate on FXAll Inc. Her experience as a board member includes Audit Committee Chair and leadership roles on Compensation and Investment Committees, as well as holding a corporate officer position for a consortium of 11 global banks. Prior to joining Goldman Sachs, Tina was the Director of Mergers & Acquisitions for Moneyline Telerate (acquired by Reuters in 2004). Previously, she was a Manager in the strategy consulting practice of Andersen Consulting and held several roles with the Atlantic Richfield Company (ARCO).
A certified public accountant, Tina earned a B.S. in economics from The Wharton School of the University of Pennsylvania and an M.B.A. from the UCLA Anderson School of Management.
Chief Financial Officer
With over 15 years in financial management experience, Rich Carroll brings to WGroup a diverse and successful background in financial leadership. Throughout his career, he has a track record of success in providing strategic financial steering and guidance to board and C-level management to drive results. Rich has breadth and depth of expertise in general financial management, financial planning and analysis, strategic planning, treasury, financial systems and consolidation, and process reengineering and benchmarking. His role at WGroup is instrumental in establishing world class processes and infrastructure for supporting the growth plan and propelling WGroup into the future.
Rich joins WGroup after four years at Quintiq (a Dassault Systemes company), where he was most recently CFO and a member of the Quintiq board. As CFO he led a global finance team with shared service center operations in Malaysia and a field finance team that successfully implemented a business partnership model. During his tenure at Quintiq, Rich was also instrumental in leading FP&A and Treasury through a period of growth in which revenues and valuation nearly tripled, leading to a successful sale of the firm to Dassault Systemes.
Before joining Quintiq, Rich held positions as director of corporate strategy and planning, and director of financial planning and analysis at Ricoh Americas Corp. (a subsidiary of RICOH), where he was the finance lead for US key verticals and global customer segments representing over $2 billion in revenue as well as responsible for all US reporting. He joined IKON (which was later acquired by RICOH) in 2005 and held numerous field finance roles. Prior to joining IKON, Rich worked in financial systems at IMS Health and financial analysis at Unisys.
Rich has a Master of Business Administration degree in Management Information Systems from Saint Joseph’s University, a postgraduate certificate in Finance from Villanova University, and a Bachelor of Science degree in Business from Elon University. He is also a Certified Treasury Professional.
Brendan oversees management practices and facilitates the company’s high-level strategic vision. He is a serial entrepreneur with extensive mobile and UX experience. Prior to CloudMine, Brendan founded three companies, two of them software and mobile related: Textaurant, now TurnStar, and Fourth Power Solutions. Previously, he held various managerial and account relationship positions at Sunoco Chemicals, Business Solutions International and Fisher Scientific.
Brendan received a Master of Science in Engineering in Computer and Information Science from the University of Pennsylvania, a program sponsored by the school of engineering and Wharton. He graduated with a B.A. from Ithaca College. Brendan likes rock climbing and high maintenance beers.
VP of Finance
Michael is VP of Finance & Administration at RJMetrics, a venture-backed company providing cloud-based business intelligence and data management solutions. Michael recently led due diligence in the July 2016 sale of RJMetrics to Magento Commerce and the spinout of Stitch, Inc. He is currently overseeing the transition of RJMetrics financial operations to Magento and setting up financial operations for Stitch.
Michael has over 15 years experience in financial leadership positions in high growth companies building financial operations, overseeing rapid expansion, capital raising and M&A activities. Michael has a track record of executing business process improvement to significantly improve operating results and he has raised over $100 million in senior and subordinated debt and equity capital.
Michael started his career at JP Morgan and holds an MBA from Wharton and a BS in Finance from the Pennsylvania State University.
When & Where
The CFO Leadership Council
The CFO Leadership Council is the premier networking organization for CFOs and other senior financial executives in New England.
Formed in 2006, The CFO Leadership Council provides senior financial executives with the unique opportunity to network monthly and participate in timely professional development in an environment built by and for their peers. Our diverse membership includes senior financial executives who work across a broad range of industries, including technology, professional services, life sciences, financial services, manufacturing, and more.
To learn more, visit our website today a www.cfoleadershipcouncil.com