Speakers

Gary Ennis is the CFO/Finance Director for Google Cloud Americas, overseeing the North America and Latin America Go-to-Market teams. He is responsible for spearheading revenue growth and P&L performance, driving optimal deals for both Google and its customers, and ensuring the development of a sustainable business model for the long term.

Gary’s team is responsible for a wide range of financial activities, including business insights, forecasting, long-range planning, P&L optimization, cost management, growth strategies, compliance, deal-making, pipeline management, and customer investments.

Gary is passionate about leveraging Google’s cutting-edge technology and utilizes AI daily to enhance productivity. He is a strong advocate for the importance of storytelling in finance, emphasizing its role in driving action and facilitating understanding.

With several years of experience in scaling cloud businesses, Gary has played a key role in Google Cloud’s growth, moving from an annual run rate of $23 billion to $45 billion, and its transition from a loss-making entity to one with high-teens operating margins. During his tenure at Microsoft, he supported the Enterprise team in shifting from legacy on-premise solutions to establishing Office 365 and Azure as global powerhouses.

In his previous role at Microsoft, Gary led the Revenue and Gross Margin Team, overseeing current analytics, forward-looking forecasting and planning, and collaborating with investor relations to develop a comprehensive earnings narrative, including guidance for Wall Street. The team analyzed the company’s financial results, P&L, business insights, strategic planning, Bookings & RPO, forecasting, external guidance to Wall Street, gross margin trends, resource allocation, board of directors’ materials, partnership with Investor relations, quarterly earnings, and external KPIs.

Earlier in his career at Microsoft, Gary led the Enterprise sales & marketing finance team, driving financial strategy for sales & marketing, and served as the controller of the Ireland sales subsidiary. Prior to Microsoft, he was the CFO of a Dublin-based tech startup called Buytel and began his career with KPMG. He holds a Bachelor’s degree from Trinity College Dublin and is a qualified Chartered Accountant (CPA).

Ms. Chandrashekar joined News Corp as Chief Financial Officer in January 2025. She previously served as a Director of the Board of Diageo PLC and Chief Financial Officer of Diageo between July 2021 and September 2024, where she led the company through a period of accelerated growth and spearheaded the company’s global digital transformation program.

Prior to Diageo, she held numerous senior positions at blue chip consumer facing companies, Procter & Gamble and Mondelēz.

Ms. Chandrashekar is a graduate of Mount Carmel College and earned her Masters of Business Administration from the Indian Institute of Management in Bangalore.

Craig Spargimino is a senior finance, operations, and strategy executive recognized for driving enterprise transformation and delivering more than $1B in value creation across the healthcare ecosystem. As Executive Director & CFO at CVS Health, he oversees finance for Facilities, Enterprise Marketing, Medical Affairs, Strategy, Technology (Customer Experience), the Office of the Chairman, and CVS Ventures—ensuring disciplined investment, operational rigor, and sustained enterprise performance.

A key architect of the multi-year FP&A Modernization Strategy, Craig leads initiatives that automate management reporting, utilize AI, strengthen performance management, and advance new value-creation models. Previously, he launched the Global Value Realization Office, aligning more than 30 businesses and 575 colleagues to execute high-impact programs in cost transformation, operational efficiency, and business model innovation.

Craig has also held roles shaping strategic and operational infrastructure for emerging healthcare businesses, where he drove program execution, technology, capital planning, and the company’s first value-based contract in dialysis. Before joining CVS Health, he held leadership positions at Syntel/State Street, Genpact, Sun Knowledge, and co-founded HealthEq, focusing on Medicare Part D plan acquisition and transformation.

He holds an MBA from MIT and a BSBA from the University of Delaware and is based in Boston.

Craig believes that the role of a Finance leader within the organization is to truly be the co-pilot to the President and the organization, taking an active role delivering on business results and elevating the organization to best-in-class.

Colleagues and the people you work with that you are lucky enough to call “friends” – are the differentiator between good and great leaders. He believes it’s critical that as you look at your business results, you are reminded to spend more of your time understanding and delivering on the needs of your customers, and your colleagues. Keep it simple – support those around you, be inquisitive, relentlessly execute, and improve the lives of your customers.

Cata Serna-Valencia is the GII’s Chief Financial Officer (CFO) since April 2022. As GII CFO, Cata
leads the accounting team and oversees all financial operations. She works closely with the GII
board of directors and serves as an executive team member.

Cata has over 20 years of nonprofit experience in finance, accounting, and operations. She has
a proven record of success in financial analysis, project and risk management, budgeting, and
reporting. Cata resides in Arlington, VA.

Cata previously served as Vice President, Budget Strategies and Cash Treasury Management
Services for United Way Worldwide (UWW). She led a team of 13 accountants and worked
closely with the CFO and Controller for over 6 years. Cata interacted with all levels of UWW’s
leadership, business partners, and clients. She provided financial analysis and budget reports to
support business decisions and coordinated cash management and finance activity for the
UWW finance committee. Cata also has experience with grant tracking and reporting. She holds
several certifications including green belt six sigma and project management for development
(PMD I and II). Cata holds a Master of Science in Finance from Johns Hopkins University and a
Bachelor’s in Finance and International Studies from Universidad Externado de Colombia.

Cata is proud to be a woman, a Latina, and an immigrant leader who came to this country to
study and find opportunities to work.

Cata is excited to be part of the North American Finance Executive Summit 2026.

Prior to joining MARA, Salman Khan served as chief financial officer for Verb Technology Company Inc., a Nasdaq listed leading provider of interactive video-based software-as-a-service applications and an e-commerce platform. Prior to being appointed CFO, Khan held various roles at Verb including interim CFO, and executive vice president of corporate development and strategic planning. Before joining Verb, Khan served in various senior executive level positions at Occidental Petroleum Corporation and its spinoff, California Resources Corporation, including director of renewable energy, director of corporate development, director of technical accounting and financial reporting, and business division controller and chief financial officer. Khan also spent eight years at major accounting firms including Arthur Andersen, PricewaterhouseCoopers and Ernst & Young, where he served domestic and international clients in the technology, media, telecommunications, entertainment, and biotechnology industries. Khan holds a Master in Business Administration from the University of Michigan, Ross School of Business and is a licensed chartered certified accountant (UK).

Bob joined Cencora in 2021 through Cencora’s acquisition of FirstView Financial where he served as President & CEO. Upon joining FirstView in 2017, Bob transformed the business from a consumer prepaid debt card manager and processor into a healthcare fintech business focused on addressing affordability barriers patients face at the point of dispense or administration. Now he is focused on developing innovative claims processing and omni-channel payment solutions for pharmaceutical manufacturers, patient support services, and healthcare providers to mitigate the financial barriers that disrupt the drug channel.

Prior to joining FirstView, Bob was the Chief Financial Officer of PSKW orchestrating the sale of PSKW to Genstar and then the subsequent combination of PSKW and PDR to become ConnectiveRx. Bob also served as Group CIO of Cardinal Health’s Pharmaceutical Technology and Services Group (prior to the formation of Catalent) where he had responsibility for global technology strategy for soft gel, solid dose, and packaging facilities. Bob’s 30-year career in finance and technology spans pharmaceutical services, financial services, and information services. He has launched and scaled two successful start-ups and ked multiple transactions totaling over $400 million in enterprise value.

Bob earned his BS in Business and Economics from Lehigh University.

Mr. Cureton has established a distinguished career in finance, which is marked by strategic leadership and a commitment to value creation. As the chief financial officer at Nitrogen in the New York City Metropolitan Area, he has been instrumental in driving performance through disciplined financial management and strategic planning. His structured approach ensures alignment between financial stewardship and long-term strategic priorities, with a focus on sales and customer retention.

Prior to his current role, Mr. Cureton was vice president of financial planning and analysis at Bowlero Corporation, now known as Lucky Strike Entertainment Corporation, from 2021 to 2022. Before this, he served as director of financial planning and analysis at Bowlero Corporation from 2016 to 2021, where he honed his skills in strategic business partnering. During his tenure, he played a pivotal role in transforming the company from a distressed asset into a publicly traded entity on the New York Stock Exchange. This transformation resulted in a significant increase in stock price, generating substantial returns for stakeholders. Mr. Cureton’s career includes notable positions at Starwood Hotels & Resorts, Experian, Jarden Corporation, Office Depot and DHL.

Alexandre Romualdo is a seasoned business executive with over 25 years of financial leadership experience in global pharmaceuticals, consumer goods, and telecom industries. He currently serves as the Vice President of Global Financial Services & Finance Transformation at Bristol Myers Squibb, where he leads a 200+ member team to drive financial excellence and innovation. Prior to this role, Alexandre was Vice President of International Markets, where he was instrumental in aligning financial strategy with regional growth objectives. He has worked and lived in five countries and has a proven track record of optimizing financial processes, enhancing operational efficiency, and collaborating with senior leaders to achieve strategic goals. He holds a Bachelor’s Degree in Business Administration from Fundação Getulio Vargas, Brazil, and has completed executive education programs at INSEAD and UCLA. Alexandre is passionate about talent development, excellence, and collaboration across diverse teams.

Scott currently is CFO at Verstela a leading staffing company focused on providing outstanding temporary staffing solutions. In addition to the Finance and Controllership he also leads Corporate Services, HR and IT. He has extensive executive management, operations, and finance experience at leading technology brands including The Walt Disney Company, Microsoft, Lenovo, Outerwall, RetailMeNot, and FabFitFun. Having led strategic, sales, financial and operational functions for some of the largest names in the industry, Scott’s approach to leadership leverages his deep experience scaling tech-forward business and focuses on bringing customer experience to the next level.

Scott also is a board member for Golf Card and advisory board member for Random Golf and Auydence.

Scott enjoys spending time with family and friends, getting outdoors, golfing and cheering on his favorite sports teams.

Jayant (Jay) Sood is Vice President of Finance at Life360 (NASDAQ: LIF), where he has driven the modernization of finance through AI-driven analysis, automation, and intelligent agent design while leading IPO readiness, a dual listing, and a $320M capital raise. With over 27 years of experience, he has held senior leadership roles at Booz Allen Hamilton, Upwork, and Beauty For All Industries (Ipsy + BoxyCharm), guiding companies through IPOs, large-scale transformations, and global finance scale-ups. Jay holds an MBA from the Drucker School of Management and, as a former ATP World Tour athlete, remains active in tennis and fitness.

Jessica brings 18 years of corporate finance experience across diverse industries, including web media, pharmaceutical research, ad tech, fashion, and now publishing and education. She has spent the past decade at Scholastic, where she is currently the Vice President of Enterprise Finance. During her time at Scholastic, Jessica built out the enterprise finance function, led the creation of a consolidated capital planning team, established processes for long-range strategic planning, and partners closely across business segments to define both segment and enterprise KPIs. Jessica is also pursuing her MBA in Finance and Analytics at Tulane University, with expected completion in May 2026.

Kristina Ainsworth serves as Vice President of Finance for the Lumen Transformation Office, where she plays a pivotal role in orchestrating and governing Lumen’s enterprise-wide transformation. As the finance leader for this strategic function, Kristina partners across Lumen’s leadership team to ensure alignment between strategy and execution, driving accountability and measurable outcomes.

Prior to joining Lumen in 2024, Kristina spent two decades at Microsoft, most recently as the CFO for Industry Solutions. In that role, she led a global finance team through a major transformation initiative that significantly improved operational efficiency and profitability. Her career is marked by a consistent focus on driving operational excellence through simplification, automation, and strategic business partnership.

Kristina brings deep expertise in leading large-scale initiatives and is passionate about mentoring and developing high-performing teams.

Sandra Masciarelli is an accomplished Chief Financial Officer with more than 20 years of financial and operational leadership experience across multinational corporations. She currently leads the U.S. region of Grupo LALA, where she has also twice stepped in as Interim CEO, ensuring continuity during pivotal transitions. Sandra has a proven track record of transforming financial performance, including turning EBITDA from negative to positive, reducing working capital by more than 60%, and implementing advanced financial planning frameworks that enhanced forecast accuracy and decision-making. Prior to LALA, she held senior finance roles at Kimberly-Clark, Bacardi, and Procter & Gamble, where she spearheaded global initiatives in financial planning, reporting transformation, and revenue growth management across Latin America. Fluent in English and Spanish, Sandra is recognized for aligning financial strategy with business growth and creating long-term stakeholder value.

Tatiana is a transformative international business and finance leader with significant experience in tackling today’s complex challenges. Over nearly 30 years of global experience, she has acquired expertise in financial strategy, business model transformation, commercialization excellence, crisis navigation, and large-scale M&A integration. She has proven record in leading organizations through change, delivering bottom line financial performance and is known as a collaborative and inclusive matrix team leader, combining strategic thinking and ability to lead the execution. She is very passionate about people development and making difference in the life of others.

Tatiana is currently Corporate CFO in Alfasigma, Italian multinational pharma company with very ambitious organic and inorganic growth plans. Prior to that, she built her career in Bristol-Myers Squibb (BMS) over 15 years starting as Finance Director in Italy, then progressing in various senior roles in Commercial Finance, Business Development and Business Insights & Analytics; her last role in BMS was Senior Vice President of Finance for Commercialization providing financial leadership to ~45+$Bln business. Before joining BMS, Tatiana spent 14 years in Finance leadership roles at Procter & Gamble in Russia and Italy.

Anamika (‘Nami’) Wadhawan recently joined SIB as SVP, Head of Sales. She comes to SIB with over 17 years of experience building B2B and B2G sales teams, championing go-to-market strategies, developing an effective sales culture, growing lines of business, and improving customer retention rates. She oversees the SIB sales organization with leadership responsibility for driving growth in SIB’s heritage business sectors while expanding SIB’s footprint across verticals such as government, private equity, eCommerce, and large enterprise. In her role at SIB, Nami is responsible for driving sales growth, enhancing client relationships, and leading the sales team to achieve new heights.

Most recently, Nami served as Vice President of North America Public Sector at Forrester Research, a leading global marketing and technology research and advisory firm. Nami was responsible for overseeing a team of sales leader, solution partners, and capture team. Under Nami’s leadership, her team achieved consistent YoY business growth and became one of the top-performing teams in the company.

Earlier in her career, Nami held various senior sales positions, consistently outperforming revenue targets and played a pivotal role in shaping sales and go-to-market strategies that align with company goals. Nami is known for her ability to foster collaboration, mentor teams, and implement innovative sales techniques that drive revenue and customer satisfaction. Nami was repeatedly awarded the MVP for her business segment as well as company Client and Collaboration awards, recognizing her people-centric leadership and ability to foster strategic partnerships. Nami’s time at Forrester was instrumental in shaping her leadership principles, centered on clear mission and values, empowering the voice of the customer and employee, and fostering alignment between marketing, sales, delivery, and client success to differentiate and win. Her commitment to these principles has been a cornerstone of her professional journey, guiding teams to achieve collective goals and drive exceptional results.

Patrick Lenihan is responsible for business development and partnerships at Capital One Trade Credit. He focuses on building relationships with enterprises to help them expand their B2B operations and enhance working capital through Capital One Trade Credit’s comprehensive accounts receivable (AR) solution.

Before joining Capital One in 2019 through the acquisition of BlueTarp Financial, Patrick led all sales and partnerships for BlueTarp Financial. Over the years, he has also led various sales teams at companies such as Baxter, VWR International, and Grainger.

Experienced finance and operations executive with a track record of transforming global professional services organizations.

Currently leading McKinsey & Company’s Finance transformation, redesigning how the firm manages its end-to-end client and finance lifecycle — from pricing and engagement design to delivery, billing, and collection. This work focuses on modernizing processes, technology, and governance to unlock impact, transparency, and efficiency at scale.

Known for building high-performing functions, driving data-driven decision-making, and shaping enterprise transformations that integrate financial rigor with operational excellence.

Prior to this role, I lead McKinsey Global FP&A for 9 years and our Pricing and Arrangements function for 3. I also was with LEK for a year before coming back to McK at which time I was serving as their Americas COO.

Education: Boston College (undergrad), Northeastern University (MBA)

For over 25 years, Marybeth Gray has been dedicated to helping employers nationwide lower healthcare costs and enhance quality. Throughout her career, she has effectively reduced insurance costs and employer liability, thanks to her extensive knowledge of the insurance marketplace. Currently, she holds the position of Senior Vice President of Health and Welfare Benefits at Trion, a Marsh McLennan Agency, where she oversees comprehensive account management for her clients. With expertise in analyzing healthcare utilization data and cost trends, particularly in pharmacy for large, self-insured clients, Marybeth is a prominent thought leader at Marsh McLennan Agency, speaking at more than ten national conferences each year.

One of the key advantages she offers her clients is a unique insight into future cost drivers. She assists employers in grasping the potential financial impacts of pharmacogenomics, newly introduced specialty medications, and gene therapies. Her objective is to enhance the health of the population while reducing healthcare costs for both members and employers.

Before joining Marsh McLennan Agency, Marybeth served as a Vice President at AON Consulting and as a National Account Manager at Aetna, Inc. In these roles, she managed accounts from both financial and operational perspectives for clients with over 10,000 employees across various locations. She identified plan design opportunities for clients and tracked the ongoing financial impacts of these plans. During her tenure at Aetna, she was a member of the Aetna Presidents Roundtable Committee, facilitating communication between clients and the president’s office to propose changes aimed at enhancing Aetna’s operational procedures.

Marybeth was recognized by Women We Admire as one of the 2025 Top Women Leaders in Pennsylvania, as well as the Top 50 Women Leaders of Philadelphia. She was also honored as a top five finalist for the 2024 Advisor of the Year by BenefitsPRO. Her innovative and thought-provoking ideas have been featured in Morning Brew, and she has authored several articles for publications such as Manage HR Magazine and The Chief Navigators Magazine, Women of Distinction. In 2019, she received the Lifetime Achievement award from Marquis Who’s Who, which profiles influential leaders shaping American society and impacting their respective industries.

Raul Ramos is the Chief Financial Officer (CFO) of Grupo Agrocir. As CFO, Raul leads the financial, accounting and treasury departments on several companies such as Agrocir, Santa Ana, Ganadera Iben and Procescir. He works closely with the Board of Directors and is an executive member.

Raul has 18 years of finance background, with a proven record of success in project analysis, controllership, budgeting, reporting, among other financial functions. Raul resides in Hermosillo, Sonora, where Agrocir harvest fresh produce and sell them through Earthblend in several states of the United States and Japan.

Raul previously served as CFO for Aceromex, with a solid track record in large-scale projects. He also worked for manufacturers such as Mondelez International and Schneider Electric, also for MSCI. In the 3 companies Raul held controllership positions, which enabled him to understand cash flows from scratch. Raul helds a master in finance from EGADE and bachelor in Accounting from ITESM.

Raul is still teaching at his Alma mater, Tec de Monterrey, and is very proud. He is also very excited to be part of the North America Finance Executive Summit 2026.

Chelsea is a Workiva Industry Principal supporting SEC and financial reporting. Her most recent role was Vice President, Corporate Controller of Boart Longyear, which was listed on the Australian Securities Exchange in Sydney, Australia (ASX: BLY). Prior to joining Boart Longyear, Chelsea was the Director of Financial Reporting and Technical Accounting at Control4 (NASDAQ: CTRL). Chelsea began her career at PwC where she primarily served publicly traded companies in the mining, oil and gas, and manufacturing industries. She is a licensed CPA in the state of Utah.

As the Chief Growth Officer of MindBridge, Karthik leads the company’s efforts in customer and partner ecosystem development. Karthik brings to MindBridge more than 20 years of international management experience with technology leaders such as SAP and DELL EMC. Karthik has a proven track record of driving rapid innovation and bottom-line growth. Previously, as EVP of Global Sales at Kyriba, he built and managed a team that tripled global revenues. Karthik holds a Master of Business Administration from Purdue University’s Daniels School of Business and an International Master of Management from ESCP Business School.

As Chief Financial Officer of Emburse, Owen is responsible for financial strategy, accounting, treasury, financial reporting, planning and analysis. He brings over 25 years of financial leadership experience across operations, risk management, strategic planning, joint ventures, M&As, process improvement, and regulatory compliance.

Throughout his career, Owen has helped transform businesses, drive growth, and strengthen financial operations across the technology, payments, and services sectors.

Prior to joining Emburse, Owen served as CFO at Greenphire, where he led the company’s finance and accounting functions. He previously held senior financial leadership roles at global companies, including Simeio, ACI Worldwide, Paycommerce, International SOS, and WorldPay.

Owen holds both a Bachelor of Science and a Master’s in Accountancy from Nova Southeastern University. He is a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA).

Marcus Mounir Hanana is a globally experienced finance executive with over 20 years of leadership across Amazon and Procter & Gamble, where he has built a reputation for building and scaling businesses, driving profitability, and navigating complex markets across four continents. He currently serves as CFO of Amazon’s global B2B division with over 3,000 management employees, where he leads a $35+ billion P&L and a global finance organization across North America, Europe, Japan, and India. In this role, Marcus partners directly with Amazon’s executive leadership team (S-team) to drive strategic growth, capital efficiency, and marketplace innovation in a sector central to Amazon’s long-term vision.

Marcus brings deep expertise in both Consumer and B2B markets, having led finance for Amazon’s largest North American consumer business (Home & Lifestyle, ~$100B+ revenue) and held CFO responsibilities for Canada, Mexico and high-growth expansion markets in Latin America. His work has consistently spanned multi-billion-dollar P&Ls, cross-functional commercial leadership, and direct ownership of country and regional investment strategies. At Amazon EU, he oversaw a $2B marketing budget and supported international tech operations, managing finance for a 1,500-person technology development organization.

Prior to Amazon, Marcus spent over a decade at Procter & Gamble, where he held regional and global roles in Switzerland, Morocco, and Germany. He served as Head of Finance for P&G’s $13B Global Laundry business (Tide, Ariel), led corporate innovation portfolio planning, and helped drive the company’s strategic revenue management agenda. He also directed supply chain finance across EMEA and led greenfield factory investment and restructuring projects. His early career included M&A experience during the Gillette integration, including business divestitures and global portfolio rationalization.

A fluent German and English speaker (with French proficiency), Marcus is recognized for his cultural agility, having successfully led teams and business transformations across mature and developing markets. He brings sharp corporate finance acumen, capital allocation insight, and board-level communication skills. He is a certified Amazon Bar Raiser and mentor, a former board member of Amazon Europe Core, and has been consistently rated as a Top Talent and Role Model leader.
Marcus holds a diploma in mathematics from the University of Karlsruhe (Top 10% distinction) and has successfully completed the top-ranked Stanford Executive Program (SEP) at Stanford Graduate School of Business and IMD Lausanne. He is based in the Seattle area.

Neil Thomas is Anaplan’s SVP of Applications – Finance and Workforce. Neil began his career in finance and accounting, including as vice president of finance for datacomms startup Tricom Group, which grew to become the largest UK networking company, scaling revenues from $5 million to over $40 million. Since then, Neil has spent more than 20 years serving finance leaders in senior Go-to-Market roles at organizations including Prevedere, Adaytum, Adaptive Insights, and Vena Solutions. Based in San Francisco, Thomas holds an MBA from Heriot-Watt University and a master’s degree from the University of West London.

Mike Ravula (Mikhael Ravula), from Cardinal Health, who spoke at Connect Chicago. Here is the recorded session – https://www.anaplan.com/connect/on-demand-sessions/cardinal-health-coe-journey/ From Mike “I would love to speak about Finance Transformation and specifically about how Anaplan Applications are a game changer. Would love to opine on how standardization will create an easy ramp up for agents and enable interoperability between the various systems Finance teams use.

Katherine Beekman is a Senior Technology Manager with CCH Tagetik, based in Raleigh, NC. A graduate of North Carolina State University with a background in Finance and Economics and experience in the consulting space, she helps organizations translate business needs into meaningful reporting solutions. Katherine focuses on making data more accessible and actionable, enabling teams to enhance performance tracking, streamline planning, and make confident, insight-driven decisions.

Kyle Trainor has over a decade of experience in the software industry with key focus areas in financial planning and supply chain planning. His experience is spread across professional services and solution consulting, where he has developed a passion for product and user experience.

Clyde Calhoun is the Founder and CEO of Root Idea, an AI consulting firm helping finance executives maintain control as AI influences high-stakes decisions. With 30+ years of Fortune 500 leadership at companies like Lockheed Martin, GE, and Owens Corning, he brings deep operational expertise to AI governance challenges. Leading Root Idea, Clyde has helped companies deliver over $65 million in documented profit improvement. He works with CFOs and finance leaders to establish the governance frameworks and decision controls that turn AI investments into measurable results. A recognized speaker on AI decision governance, Clyde brings strategic clarity to complex AI adoption challenges.

Steve Hankins joined Morgan Foods as Chief Financial Officer in 2017, bringing a wealth of experience across food production, logistics, and consulting. Prior to Morgan Foods, Steve held senior leadership roles, including Global CFO/CIO at Globe Express Services and CEO of US Bentonite. He also founded and led Accio.US, a successful consulting firm. Earlier in his career, Steve spent over 20 years at Tyson Foods, honing his skills in financial planning, shared services, and technology integration. Renowned for driving digital transformation, he spearheaded the implementation of SAP systems at Morgan Foods. With his unique blend of financial acumen and technical expertise, Steve has been instrumental in optimizing operations and positioning Morgan Foods for sustained growth.

Mark Johnson is the Chief Product Officer at GTreasury, where he leads the global product and UX teams in delivering adaptable, digital treasury solutions. Mark brings over 15 years of experience driving product strategy, AI innovation, and business growth across SaaS, Fintech, and Payments. Before joining GTreasury, Mark served as Chief Product Officer at BigTime Software, where he expanded the company’s product portfolio, integrated multiple product acquisitions, and launched award-winning AI-driven solutions. He also held executive leadership roles at Deluxe Corporation, overseeing product management and corporate strategy for the payroll and payments businesses, and at The Home Depot, where he led digital product growth initiatives. Mark holds an MBA from the Georgia Institute of Technology and a Bachelor of Science in Business Administration from Auburn University.

Brandon Card is the Founder and CEO of Terzo an enterprise AI platform revolutionizing how companies manage contracts, and spend. Before launching Terzo, Brandon worked at Microsoft and IBM, where he gained deep experience in enterprise technology, SaaS, and digital transformation. These experiences inspired Brandon to create Terzo, recognizing the need for smarter, AI-powered tools to manage third-party ecosystems. Under his leadership, Terzo has become a trusted partner to some of the F100 world’s largest companies, delivering cost savings, efficiency, and strategic insights through its cutting-edge platform.

Tom has more than 15 years of experience leading Fortune 500 organizations through finance transformation initiatives. He works with finance teams to ensure they have the right skills, tools, and mindset to succeed in a fast-changing environment—and, more importantly, to sustain these efforts long-term. Whether it’s implementing new technologies or upskilling existing teams, Tom brings a unique, forward-looking approach to prepare organizations for the future of finance.

Rich Reid brings more than 35 years of experience advising Fortune 500 organizations on enterprise technology and finance transformation initiatives. He works with executive teams to modernize systems, improve operational effectiveness, and position organizations for long-term success. Rich is known for helping leaders navigate complex change by aligning technology initiatives with broader business strategy and measurable outcomes. Whether guiding large-scale transformations or advising on modernization efforts, he brings a practical, forward-looking approach focused on sustainable results.

Throughout his career, Jon has held a wide variety of Finance leadership roles including Finance Transformation, North America Snacks CFO, and a variety of Corporate, Supply Chain and North America Foodservice commercial finance roles. Prior to General Mills, he was an Officer in the United States Air Force, where he specialized in contract management and marketing. Jon graduated from South Dakota State University with a Degree in Economics and the University of Oklahoma with a Masters of Public Administration.

Vanessa Blumer is a seasoned C-suite executive with extensive experience in finance and operations across multiple industries. A Chartered Professional Accountant and CFA charterholder, she holds an MBA from Rotman School of Business and a BSc in Engineering from Queen’s University. Currently serving as Vice President, North America at Hoya Vision Care, she previously held leadership positions at Service Experts, Liberty Utilities, Enercare, Weir Minerals, and Procor Limited. Throughout her career, Vanessa has demonstrated expertise in process improvement, strategic planning, and team development. She excels at translating financial data into actionable business recommendations while navigating complex regulatory environments. Outside of work, she plays women’s hockey and volunteers as a Board Treasurer for the charity Courage in Action.

Chad Heaton has worked at Meta for over 14 years and is the Vice President of Finance leading the Financial Planning and Analysis (FP&A) and Investor Relations organizations. Prior to Meta, Chad spent 5 years in investment banking, including in Morgan Stanley’s Technology Investment Banking Group, and prior to that spent 7 years in consulting. Chad holds an MBA from MIT’s Sloan School of Management and a B.A. in Economics from U.C. Berkeley.

Dr. Elmar-Marius Licharz, Chief Financial Officer for Volkswagen North American Region and Volkswagen Group of America, oversees the development and implementation of the financial strategy for Volkswagen Group of America.

Elmar joined Volkswagen AG in Wolfsburg, Germany, in 2005, and most recently served in the position of Head of Digital Finance. Prior to joining Volkswagen AG, Elmar worked for McKinsey & Company, Inc. where he was responsible for national and international projects in the pharmaceutical, aerospace and automotive industries.

Elmar earned his PhD at the University of Kassel.

Dumi Martinez is the CFO of Mars Global Services (MGS), the global business services division of Mars, Incorporated. As CFO, Dumi oversees all strategic financial initiatives across Mars, including integration services, global portfolio management, and business development. His leadership is instrumental in actualizing the MGS OGSM and the success of the MGS finance team and its business partners. Dumi started his career at Mars in 2020 as the CFO of KIND and subsequently assumed the role of Global CFO, Health and Wellness, overseeing finance and strategy of this new division within Mars Snacking, which, under his leadership, reached $1.1 billion in sales across North America, Europe, Australia, the Middle East, and Asia in 2022. During his tenure, Dumi played a pivotal role in the integration of acquisitions such as KIND North America, Nature’s Bakery, and TrüFrü. Before joining Mars, he served as the CFO for Essity’s Professional Hygiene and Americas business units. Dumi earned his degrees in international management from Arizona State University’s Thunderbird School of Global Management and Instituto Tecnológico y de Estudios Superiores de Monterrey, Mexico. Dumi is passionate about spending time with his family, coaching and mentorship, and travel. To date, he’s traveled to 67 countries (and counting)!

Jill is North America CFO for LVMH Moët Hennessy Louis Vuitton, a $80 Billion global luxury goods company. She is responsible for partnering with the North America CEO and leadership team on all financial and strategic objectives supporting the $20 Billion region and serves as a main connection point to global headquarters. She leads a team of professionals in Accounting, FP&A, Tax, Treasury, Risk, IT, and Procurement in managing the regional P&L, balance sheet, and cash flow performance.

Jill has significant experience in financial management including sales and marketing finance, corporate financial planning, mergers and acquisitions, supply chain finance and investor relations. In her last role before joining LVMH, Jill was Senior Vice President, Corporate Financial Planning & Analysis for Viacom. She joined Viacom after several years at Johnson & Johnson. Jill also worked for H.J. Heinz, Delta Air Lines and TRW.

Jill holds a MBA from Harvard Business School and a BA in Economics from Yale University. She is on the Board of Directors of The Toro Company and is a member of the Executive Leadership Council.

Ms. Chandrashekar joined News Corp as Chief Financial Officer in January 2025. She previously served as a Director of the Board of Diageo PLC and Chief Financial Officer of Diageo between July 2021 and September 2024, where she led the company through a period of accelerated growth and spearheaded the company’s global digital transformation program.

Prior to Diageo, she held numerous senior positions at blue chip consumer facing companies, Procter & Gamble and Mondelēz.

Ms. Chandrashekar is a graduate of Mount Carmel College and earned her Masters of Business Administration from the Indian Institute of Management in Bangalore.

Cameron Read is the Chief Financial Officer, United States and Canada of Marriott International, Inc. He is responsible for leading all controller functions, operations finance, business analysis, feasibility, asset management, and reporting for the region’s 6,000+ properties.

Mr. Read’s Marriott International career began in 2005. He served in roles of increasing responsibility in the Corporate & Development Finance and Global Asset Management disciplines of the company until 2012. In 2012, Cameron relocated to London, where he created the Asset Management and Business Analysis team and held the position of Vice President, Asset Management & Analysis. In 2016, Mr. Read served as Chief Financial Officer for Marriott’s Europe division, and in 2019, the Middle East and Africa regions were added to his responsibilities. He relocated back to the company’s headquarters to assume his current position in 2022.

Mr. Read holds a Bachelor of Arts degree in Economics from Duke University and a Master of Business Administration degree from the University of Michigan’s Ross School of Business.

For over 25 years, Marybeth Gray has been dedicated to helping employers nationwide lower healthcare costs and enhance quality. Throughout her career, she has effectively reduced insurance costs and employer liability, thanks to her extensive knowledge of the insurance marketplace. Currently, she holds the position of Senior Vice President of Health and Welfare Benefits at Trion, a Marsh McLennan Agency, where she oversees comprehensive account management for her clients. With expertise in analyzing healthcare utilization data and cost trends, particularly in pharmacy for large, self-insured clients, Marybeth is a prominent thought leader at Marsh McLennan Agency, speaking at more than ten national conferences each year.

One of the key advantages she offers her clients is a unique insight into future cost drivers. She assists employers in grasping the potential financial impacts of pharmacogenomics, newly introduced specialty medications, and gene therapies. Her objective is to enhance the health of the population while reducing healthcare costs for both members and employers.

Before joining Marsh McLennan Agency, Marybeth served as a Vice President at AON Consulting and as a National Account Manager at Aetna, Inc. In these roles, she managed accounts from both financial and operational perspectives for clients with over 10,000 employees across various locations. She identified plan design opportunities for clients and tracked the ongoing financial impacts of these plans. During her tenure at Aetna, she was a member of the Aetna Presidents Roundtable Committee, facilitating communication between clients and the president’s office to propose changes aimed at enhancing Aetna’s operational procedures.

Marybeth was recognized by Women We Admire as one of the 2025 Top Women Leaders in Pennsylvania, as well as the Top 50 Women Leaders of Philadelphia. She was also honored as a top five finalist for the 2024 Advisor of the Year by BenefitsPRO. Her innovative and thought-provoking ideas have been featured in Morning Brew, and she has authored several articles for publications such as Manage HR Magazine and The Chief Navigators Magazine, Women of Distinction. In 2019, she received the Lifetime Achievement award from Marquis Who’s Who, which profiles influential leaders shaping American society and impacting their respective industries.

Chryssa C. Halley is Fannie Mae’s Executive Vice President and Chief Financial Officer. In this role she reports to the Chief Executive Officer, is a member of the Management Committee, Enterprise Risk Committee, Climate Committee, and co-chair of the firm’s Asset and Liability Committee and Capital Committee. She is responsible for Fannie Mae’s financial management, climate strategy, enterprise modeling and enterprise strategic planning.

Previously, Ms. Halley served as Fannie Mae’s Senior Vice President and Controller. Since joining Fannie Mae in 2006, she has held a variety of positions including Senior Vice President and Deputy Controller; Vice President and Assistant Controller for Capital Markets and Operations; Vice President for Tax, Debt and Derivatives, and Securities Accounting; and Vice President for Corporate Tax.

Before joining Fannie Mae, Ms. Halley was a Director of Accounting for the Federal Agricultural Mortgage Corporation, and was Senior Director, Debt and Derivative Reporting at Freddie Mac. She is a licensed certified public accountant in Maryland.

Ms. Halley has a Bachelor of Arts in economics from St. Mary’s College of Maryland.

Guru brings wide-ranging global finance and leadership experience across different businesses and countries.  He has a strong track record of enabling business turnaround and expansion and driving functional transformation. Guru has worked with Bayer in a range of roles over the past 20 years. He recently served as Chief Financial Officer of AskBio from March 2021 to July 2023. He was previously the Global Finance Lead for the Oncology franchise from January 2020 until February 2021; CFO of the North American business at Bayer Consumer Health from 2016 to 2019; and CFO of the Bayer Medical Care Division from 2013 to 2016. Prior to that, he held various finance roles in Germany (Berlin, Wuppertal); Italy; Japan; and Berkeley, California. Before Bayer, his career was focused on finance, audit, and accounting roles at various companies, including Siemens, Citibank, and PWC.

Guru holds an Executive Master of Business Administration degree from INSEAD, France, and a bachelor’s degree in commerce with emphasis in accounting and tax from St. Xavier’s College, India. He is an Associate Chartered Accountant (ACA) and Graduate Cost and Works Accountant (Grad CWA), both internationally recognized professional accounting degrees.

Gary Ennis is the CFO/Finance Director for Google Cloud Americas, overseeing the North America and Latin America Go-to-Market teams. He is responsible for spearheading revenue growth and P&L performance, driving optimal deals for both Google and its customers, and ensuring the development of a sustainable business model for the long term.

Gary’s team is responsible for a wide range of financial activities, including business insights, forecasting, long-range planning, P&L optimization, cost management, growth strategies, compliance, deal-making, pipeline management, and customer investments.

Gary is passionate about leveraging Google’s cutting-edge technology and utilizes AI daily to enhance productivity. He is a strong advocate for the importance of storytelling in finance, emphasizing its role in driving action and facilitating understanding.

With several years of experience in scaling cloud businesses, Gary has played a key role in Google Cloud’s growth, moving from an annual run rate of $23 billion to $45 billion, and its transition from a loss-making entity to one with high-teens operating margins. During his tenure at Microsoft, he supported the Enterprise team in shifting from legacy on-premise solutions to establishing Office 365 and Azure as global powerhouses.

In his previous role at Microsoft, Gary led the Revenue and Gross Margin Team, overseeing current analytics, forward-looking forecasting and planning, and collaborating with investor relations to develop a comprehensive earnings narrative, including guidance for Wall Street. The team analyzed the company’s financial results, P&L, business insights, strategic planning, Bookings & RPO, forecasting, external guidance to Wall Street, gross margin trends, resource allocation, board of directors’ materials, partnership with Investor relations, quarterly earnings, and external KPIs.

Earlier in his career at Microsoft, Gary led the Enterprise sales & marketing finance team, driving financial strategy for sales & marketing, and served as the controller of the Ireland sales subsidiary. Prior to Microsoft, he was the CFO of a Dublin-based tech startup called Buytel and began his career with KPMG. He holds a Bachelor’s degree from Trinity College Dublin and is a qualified Chartered Accountant (CPA).

Joe Tkac brings nearly two decades of finance expertise to the beauty industry. Based in Tampa, FL, he leads L’Oréal’s North America BEST Finance Shared Services as Senior Vice President of Finance, overseeing Accounting, Controlling, and Treasury. His leadership spans key roles as Vice President of Commercial Finance for both the Consumer Products and Luxe divisions. As Vice President and CFO for Kiehl’s, Joe honed his multi-channel expertise, navigating the complexities of modern retail. He’s passionate about leveraging financial insights to drive growth and create value within the beauty business. He holds a BBA from Villanova University and an MBA from Seton Hall University. Outside of work, Joe enjoys tennis, travel, and family time in Tampa.

Melissa Leonard currently serves as the Senior Vice President and Corporate Treasurer at Merck, overseeing the company’s capital structure, cash management, investments, and risk management since July 2024. Previous roles at Merck include Vice President & CFO for the Manufacturing Division and Associate Vice President for various finance functions, where responsibilities spanned across manufacturing, marketing, and financial leadership for the Organon spin. Specifically, Melissa previously served as Regional CFO for the Company’s business in Europe and Canada and Finance Lead for the UK & Ireland. Melissa holds an MBA in Finance from Columbia Business School and a bachelor’s degree in economics from Rutgers University.

Ad Arreman joined the core Adyen team in the early days more than 15 years ago. Since then, he has helped grow Adyen into the financial technology platform of choice for leading companies, providing end-to-end payments capabilities, data-driven insights, and financial products in a single global solution. During his time with Adyen he has been based out of Amsterdam, New York City, and Miami. He has a Bachelor of Economics, Facility Management from Inholland University of Applied Sciences and a Master of Science from VU Amsterdam.

Erik is a Capital Markets partner who advises clients on a broad spectrum of cutting-edge issues in securities regulation, financial markets and corporate governance.

Until the end of 2024, Erik served as the Securities and Exchange Commission’s Director of the Division of Corporation Finance. During his tenure in government service, he worked on complex policy initiatives and advised senior leaders in the public sector and worked with leaders in the private sector, providing him with exceptional insights for guiding clients at all stages of growth.

Erik’s experience leading the Division, combined with his significant legal practice and experience in academia, makes him uniquely skilled at advising clients on high profile, bet-the-company legal and policy matters.

Erik led the Division during a dynamic period, supervising review of some of the highest profile filings and disclosure matters. He guided important rulemaking on public company disclosure, governance, beneficial ownership reporting, executive compensation, conflicts of interest in securitization, climate-related disclosure, cybersecurity disclosure, SPACs, and 10b5-1 trading plans. In parallel, he led on the Division’s review of IPO and other registration statements, periodic reports, proxy statements, shareholder proposals, beneficial ownership reports, and tender offer, merger and going private filings.

Prior to his government service, Erik was a tenured law professor and in private practice. He had academic appointments at University of Colorado Law School and University of New Mexico School of Law.

Clara Sun is a strategic business partner that brings financial expertise to the table along with broad global and portfolio perspective. She is known for pinpointing levers and identifying opportunities to drive business growth and deliver results. Clara prides herself on being a genuine people manager that cares and develops team.

David E. Altig is executive vice president and chief economic adviser at the Federal Reserve Bank of Atlanta. He serves on the executive leadership team for the Bank’s economic mobility and resilience strategic priority, is an executive cosponsor of the Working Families Employee Resource Network, and is an adviser to the executive leadership committee.

Altig is a fellow and past president of the National Association for Business Economics. In addition, he is a member of the advisory council of the Global Interdependence Center and its College of Central Bankers and a member of the National Business Economics Issues Council. He serves on the board of the Konstanz Seminar on Monetary Theory and Policy. He has past and pending published research in several prominent professional journals, including the American Economic Review, the Journal of Econometrics, the Journal of Monetary Economics, and the National Tax Journal.

Before joining the Atlanta Fed in August 2007, Altig served as vice president and associate director of research at the Federal Reserve Bank of Cleveland, where he started as a staff economist in 1991. Before joining the Cleveland Fed, Altig was a faculty member in the department of business economics and public policy at Indiana University. He previously served as an adjunct faculty member in the Scheller School of Business at the Georgia Institute of Technology. From 1994 to 2019, Altig was an adjunct faculty member in the Booth School of Business at the University of Chicago. He has lectured at several other universities, including the Ohio State University, Case Western Reserve University, Duke University, the University of Iowa, the University of Wisconsin, and the Chinese Executive MBA program sponsored by the University of Minnesota and Lingnan College of Sun Yat-Sen University.

I am the leader of the Enabling Functions Finance & Finance Innovation teams at CSL, a global biotech company. With over 20 years of experience across the US, Australia and Europe, and a passion for continuous improvement and innovation, my track record includes driving strategic projects. delivering financial excellence and value-added solutions. I combine deep financial knowledge with a strategic mindset to provide actionable insights, drive informed decision-making, and offer strategic advice to executive leadership. I also have proven ability to build and lead global teams, foster collaboration, and am dedicated to mentoring and developing team members.

Heather Clayton is Chief Financial Officer for the Vegas Golden Knights and has worked in three positions within the Company over the past 5 years. Prior to her current position, Clayton held the Vice President of Finance and Accounting and Controller roles for the Company and assisted in the growth of the accounting and finance department jumping from two entities to the current thirteen entities in just over two years. Clayton oversees the financial accounts of all Knight- related venues and five partnering foundations and assisted with numerous hotel acquisitions. Prior to joining The Vegas Golden Knights, Clayton gained experience from a handful of other well-respected roles within the casino industry and educated herself to challenging levels.

Throughout his career, Jon has held a wide variety of Finance leadership roles including Finance Transformation, North America Snacks CFO, and a variety of Corporate, Supply Chain and North America Foodservice commercial finance roles. Prior to General Mills, he was an Officer in the United States Air Force, where he specialized in contract management and marketing. Jon graduated from South Dakota State University with a Degree in Economics and the University of Oklahoma with a Masters of Public Administration.

Leslie Lunak is senior executive vice president and chief financial officer of BankUnited, Inc., the holding company of BankUnited N.A., a national bank headquartered in Miami Lakes, Florida. BankUnited has $35.8 billion in total assets at September 30, 2024, providing a full range of banking services through banking centers in Florida, the New York Metropolitan area and Dallas, Texas, as well as a comprehensive suite of wholesale products to commercial customers through an Atlanta office focused on the Southeast region. The Bank also offers certain commercial lending and deposit products through national platforms.

In her role as BankUnited’s Chief Financial Officer, Ms. Lunak is responsible for oversight of all accounting, financial reporting and financial planning and analysis functions; investor relations; capital, balance sheet, asset/liability, interest rate and liquidity risk management; capital markets activity; procurement and strategic sourcing; taxes; board and board committee presentations and communications, the Company’s emerging ESG strategy and enterprise data analytics.

Ms. Lunak joined BankUnited in 2010 and previously served as the Company’s executive vice president and chief accounting officer and as Senior Vice President, Finance.

Prior to joining BankUnited, she was an Audit Director at RSM with a focus on the financial services industry. Earlier in her career Lunak was an independent consultant, providing finance and accounting related services to clients consisting primarily of community banks and thrifts and the U.S. Drug Enforcement Administration. She started her career at Deloitte and Touche, LLP.

Lunak is a Florida CPA and received a B.S. in Accounting from Oklahoma State University.

Prior to joining MARA, Salman Khan served as chief financial officer for Verb Technology Company Inc., a Nasdaq listed leading provider of interactive video-based software-as-a-service applications and an e-commerce platform. Prior to being appointed CFO, Khan held various roles at Verb including interim CFO, and executive vice president of corporate development and strategic planning. Before joining Verb, Khan served in various senior executive level positions at Occidental Petroleum Corporation and its spinoff, California Resources Corporation, including director of renewable energy, director of corporate development, director of technical accounting and financial reporting, and business division controller and chief financial officer. Khan also spent eight years at major accounting firms including Arthur Andersen, PricewaterhouseCoopers and Ernst & Young, where he served domestic and international clients in the technology, media, telecommunications, entertainment, and biotechnology industries. Khan holds a Master in Business Administration from the University of Michigan, Ross School of Business and is a licensed chartered certified accountant (UK).

Gustavo Nascimento is the CFO for Microsoft Latin America, leading a Finance team that partners with the leadership teams in the Subsidiaries and the regional HQ, to enable revenue growth, manage resource allocation and investments, land and expand the Cloud and AI strategy and ensure full compliance with the Company’s standards and with local statutory and tax regulations.

In his 20+ year tenure with Microsoft, Gustavo has performed several Finance roles within US, Latin America and Europe, most recently as Netherlands CFO and before that as UK Commercial Finance Director. Prior to joining Microsoft, Gustavo worked in Finance related functions for other multinational companies in Brazil (Kodak and Vesper/Bell Canada).

Gustavo has a degree in Business Administration with a Master’s in finance, both from EAESP/FGV (Sao Paulo/Brazil).

Mandy is the Chief Financial Officer for NeighborWorks Toledo Region located in Northwest, Ohio. NeighborWorks Toledo Region is a chartered member of NeighborWorks America focusing on community development initiatives by providing financial education, promoting homeownership, developing affordable housing, and performing Weatherization services for those who qualify in order to reduce energy costs, promote self-sufficiency, and improve the lives of individuals in our communities. 

Mandy has 25+ years of financial and managerial accounting experience in a variety of industries including manufacturing, construction, information technology, higher education and client services. She holds her MBA in Organizational Leadership and Development from Tiffin University and a Bachelor’s in Financial Accounting from the University of Findlay. Additionally, she is a licensed Mortgage Lending Officer and a HUD Certified Housing Counselor.

Jennifer Cloherty is Dawn’s Chief Financial Officer and member of the Dawn Leadership Team. In her role at Dawn, Jennifer is responsible for all financial and M&A activities of the multi-billion-dollar global enterprise. She also leads the Dawn Advisory Council and actively supports the Women’s Leadership Development Program. She is an accomplished executive with a background in consumer-packaged goods, global industrial services, and manufacturing.

Jennifer has 29 years of global business experience in roles of increasing responsibility, complexity, and scale. Prior to joining Dawn, Jennifer spent 4 years as the CFO for Kellogg North America and has also been a segment CFO for the largest reporting segments of Aptiv and Owens Corning. She spent the first 20 years of her career with GE in numerous operational and commercial finance roles across both the United States and Europe.

Jennifer enjoys building positive relationships and driving operational and financial improvements across organizations, and she partners closely with leaders to drive the strategic, operational, and financial performance of our global business.

Jennifer lives in Delton, Michigan, with her soon-to-be husband Jason and their pack of rescue dogs. She earned her Bachelor of Science degrees in Biology and Philosophy at St. Lawrence University. She served on the board of Above & Beyond English Setter Rescue for 10 years and recently founded and is President and Director of New Beginnings Greek Sporting Dog Rescue.

Rob Konferowicz is CCH Tagetik’s leading expert on Corporate Performance Management solutions and helps large enterprise companies make appropriate, long-term strategic decisions on CPM solutions during their software evaluation cycles. Rob translates customer requirements and industry challenges into best practices with CCH Tagetik.

Victoria Kuklina is a seasoned Chief Financial Officer, often referred to as the ‘FinTech CFO,’ at Pinnacle Home Care, a leading provider of skilled home health nursing services with a robust presence across 17 locations in Florida with 10,000 patient census. In her role as FinTech CFO, Victoria is instrumental in guiding Pinnacle towards informed and strategic decision-making, with a strong focus on leveraging Information Technology and Analytics to support the company’s ambitious consistent 35% YOY growth and innovative tech objectives.

Victoria’s expertise and contributions have been acknowledged with her recognition as a CFO of the Year honoree by Tampa Bay Business Journal in 2021.

Before her tenure at Pinnacle, Victoria dedicated a decade to CFO consulting, where she spearheaded and nurtured teams through strategic and tactical processes, and successfully steered numerous organizations through critical financial transformations.

Victoria’s qualifications include a Canadian CPA, CGA designation and an Honors Bachelor of Commerce degree from Laurentian University. Her extensive skill set encompasses:

✔ CFO Leadership
✔ Specialization in FinTech
✔ Strategic Visionary
✔ Driving Organizational Growth
✔ Mergers and Acquisitions
✔ Restructuring Expertise
✔ Sustainable Process Enhancement
✔ Proficient Team Development
✔ Proven Track Record of Delivering Results
✔ Expertise in Financial Reporting
✔ Financial Planning and Analysis (FP&A)
✔ Proficiency in US GAAP and IFRS
✔ Public Company Accounting Acumen
✔ Systems Implementations and Integrations
✔ Automation Advocate
✔ Sustainable Financial Modeling
✔ Commitment to Continuous Personal Development

With Victoria at the helm, Pinnacle Home Care is poised for sustained success and innovation in the home care industry.

Wetteny Joseph is executive vice president and Chief Financial Officer of Zoetis, the world’s leading animal health company and a member of the Fortune 500. In this role, he is responsible for overseeing the financial management, planning, operations and indirect procurement functions. Mr. Joseph also has oversight responsibility for the company’s Human Health Diagnostics business. During his career, he has worked across diverse and complex businesses; led finance functions, business units and business development; and managed relationships with stakeholders from customers and suppliers 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 corporate controller and held several 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 chief financial officer 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.

Ilgi Calik is a versatile Finance Executive with 17+ years of experience in consumer business and interactive entertainment. She is currently the CFO of Warcraft Franchise in Blizzard Entertainment, a leading Business Unit of Microsoft Gaming.

Prior to joining Blizzard Entertainment, Ilgi held diverse roles in Procter and Gamble including Strategy & Commercial Finance, Financial Planning, and Tax to name a few. She joined Activision Blizzard King in 2022 as VP of Corporate Financial Planning, and worked in strong partnership with the C-Suite in delivering Corporate priorities including Microsoft integration.

Ilgi has a strong passion on organizational development, particularly on growing young talents and helping them reach their full potential. Ilgi is currently in the board of Seton Hall University Transformational Leadership in Disruptive Times program, helping students link academia with industry experience.

Sarah Naim is the Vice President of Treasury and Financial Services, at W.W. Grainger, Inc., a $17.2 billion leading broad-line distributor with operations primarily in North America, Japan, and the United Kingdom (UK). She oversees the company’s end-to-end cash management and capital allocation, including treasury, risk management, and financial operations.

Since joining Grainger in 2002 Sarah has held several senior finance positions supporting Grainger’s operations and International Businesses. Most recently, Sarah served as the Vice President, Grainger US Financial Planning and Analysis, where she was responsible for long range planning, business insights and decision support to drive profitable growth across key business areas including merchandising and supplier management, pricing, customer strategy, sales operations, and marketing. She is passionate about team member development and currently leads the Finance Learning Series and has previously led Grainger’s Financial Development Program.

Sarah holds a bachelor’s degree in finance from the University of Illinois, Urbana-Champaign and is a past participant in the Harvard Business School High Potentials Leadership Program. Sarah also serves as the Co-Chair on the Board of Urban Initiatives, an organization dedicated to empowering youth through sport and play.

Tom has more than 15 years of experience leading Fortune 500 organizations through finance transformation initiatives. He works with finance teams to make sure they have the right skills, tools, and mindset to succeed in a fast-changing environment—and more importantly, sustain these efforts long-term. Whether it’s implementing new technologies or upskilling existing teams, Tom brings a unique, forward-looking approach to prepare organizations for the future of finance.

Svetlana Chashkina is a financial professional with more than 20 years of international experience in the CIS zone, Europe, Asia and North America. Currently, Svetlana holds the position of Vice President and Chief Financial Officer in Canada at Schneider Electric. Svetlana has been with Schneider Electric for 17 years and has held various finance roles around the world. A proven strategist, Svetlana has successfully managed M&A projects and enhanced internal controls throughout a diverse career in finance, consistently aligning with Schneider Electric’s commitment to innovation and sustainability. Passionate about empowering teams, Svetlana is dedicated to fostering an inclusive and purpose-driven work environment.

Vanessa Blumer is a seasoned C-suite executive with extensive experience in finance and operations across multiple industries. A Chartered Professional Accountant and CFA charterholder, she holds an MBA from Rotman School of Business and a BSc in Engineering from Queen’s University. Currently serving as Vice President, North America at Hoya Vision Care, she previously held leadership positions at Service Experts, Liberty Utilities, Enercare, Weir Minerals, and Procor Limited. Throughout her career, Vanessa has demonstrated expertise in process improvement, strategic planning, and team development. She excels at translating financial data into actionable business recommendations while navigating complex regulatory environments. Outside of work, she plays women’s hockey and volunteers as a Board Treasurer for the charity Courage in Action.

Tim Bosslet serves as the CFO of Chomps, one of the fastest-growing food brands in the U.S., with products made from the highest-quality proteins and no harmful ingredients. With over 15 years of Finance and CPG experience, he has served as part of Chomps’ Leadership team for over 5 years, responsible for supporting the Company’s significant growth while establishing and scaling the planning, reporting, finance, and accounting functions at Chomps. Prior to Chomps, Tim spent a number of years in investment banking, focusing on M&A and financing activities for Consumer and Food companies. Based in the Chicago office, Bosslet is passionate about creating a sustainable and profitable enterprise by supporting a strong team and collaborating across functions.

Bre McCloskey is the Vice President of Finance for Clinical Supplies, overseeing finance support for business management, controllership, commercial strategy, and transformation. She focuses on enhancing end-to-end business processes, improving financial predictability, and advancing technology and shared services.

Bre has extensive experience in finance support and leadership roles, including corporate strategy, FP&A, controllership, and commercial finance, primarily partnering with multi-billion dollar business areas.

She holds a degree in Finance and Applied Spanish from The Pennsylvania State University. Bre resides in northeastern Pennsylvania with her husband, Matt, and their two children. Outside of work, she prioritizes family time, wellness, and community involvement.

Elliot leads business development and partnerships for Capital One Trade Credit. He develops relationships with enterprises to grow their B2B business and improve their working capital by leveraging the Capital One Trade Credit full-service accounts receivable (AR) solution. Prior to joining Capital One, Elliot led strategic partnerships and investments at JPMorgan Chase, where he created new capabilities through fintech partnerships. Before that, Elliot held several roles in corporate development and strategy at global banks and fintech firms.

Chirag is a distinguished Chartered Accountant with over 22 years of experience across finance and supply chain functions in leading FMCG multinational corporations, Mars and Unilever. Currently serving as the CFO for Nature’s Bakery, a high-growth business within Mars Inc., Chirag is focused on driving functional transformation and establishing key enablers to propel exponential business growth.

Prior to this, Chirag led the finance function for Mars Wrigley India, partnering with the CEO to design and implement a strategic roadmap that delivered sustainable, quality growth and unlocked market potential. At Unilever, Chirag played a pivotal role in setting up Global Supply Chain Finance hub from the ground up, building high-performing teams, establishing processes, and leading enterprise-wide change management initiatives.

Throughout his career, Chirag has demonstrated expertise in business partnering, controllership, FP&A, procurement, and capability building. Highlights include scaling up businesses 2X in 3 years twice in his career, partnering business on enterprise transformations leveraging his cross functional skills and driving financial strategy for businesses with complex, high-stakes operations.

Passionate about transformation, Chirag excels at creating world-class capabilities, building teams, and influencing business to adopt innovative practices that deliver value through disruptive quality growth.

Grant Ostler, CPA, CIA is a GRC Industry Principal at Workiva and has more than 35 years of experience, primarily in the disciplines of auditing, enterprise risk management, and process improvement. He served as Chief Audit Executive for almost two decades for entities ranging from Fortune 500 companies to pre-IPO companies, including building internal audit functions from scratch and leading the implementation of SOX 404 compliance programs for three companies.

Gabi Steele co-founded Preql, an AI-powered reporting automation solution designed to help finance own a reliable central source of truth without relying on engineering. Preql is backed by firms like Bessemer Venture Partners and Felicis Ventures and supports finance teams at brands like MLB Networks and Business Insider. Previously, Gabi built and scaled a global data consultancy and led data visualization teams at WeWork and The Washington Post.

Leah Weiss has a diverse work experience spanning various industries. Leah is currently the Co-Founder and CEO of Preql, a company they founded in 2022. Prior to this, she was a Co-Founder and Executive Board Member at Data Culture, starting in 2020. At WeWork, she held multiple roles including Director of Data Products, Manager of Data Products, Business Intelligence Manager, Lead Digital Analyst, and New Member Development Manager, from 2013 to 2020.

In 2013, Leah worked as a Product Manager at artnod. She started her career in 2011 as a Literary Assistant at Lukeman Literary Management, Ltd.

Jessica Reinhardt is an experienced data professional with a background in analytics, business intelligence, and reporting. As the first dedicated BI hire for the finance team at MLB Network, she has been instrumental in developing a scalable data ecosystem, optimizing reporting processes, and driving data-driven decision-making. Jessica has also collaborated with PreQL to enhance the data infrastructure, further supporting organizational growth and efficiency.

MLB Network is an American television sports channel dedicated to baseball. It is primarily owned by Major League Baseball, with TNT Sports, Comcast’s NBC Sports Group, Charter Communications, and Cox Communications having minority ownership