Best-practice organizations succeed by leveraging end-to-end processes focused on customer value across the entire value chain. Finance sits at the center of this value chain. When your finance team is empowered with digital intelligence and an agile operating model, there are no limits to what your business can achieve.
Join over 2,000 CFOs and senior finance professionals across accounting, FP&A, projects, risk and compliance, shared services, and other lines of business for over 50 sessions designed to help you leverage the power of new digital technologies. Machine learning, artificial intelligence, advanced analytics, data visualization, and blockchain can boost the agility of your finance function and harness intelligence more effectively.
Special sessions with your peers in supply chain and HR will examine the benefits of cross-functional collaboration and process integration to deliver against your unique customer value imperatives.
Create a limitless enterprise through change management, cloud adoption, and finance talent. And move into the front lines of business.
Thank You to Our Finance Diamond Sponsor, KPMG
Learn about their Modern Business Experience event activities.
Advisory Managing Director, KPMG
Brett is a Director in KPMG's Management Consulting practice with 15 years of experience serving a variety of clients. He has a strong finance transformation background demonstrated by his experience leading projects around global operating model transformations, assessments, integrations, and implementations. His experience spans the Consumer Markets and Healthcare industries.
Global Head of Finance Operations, Uber
Delphine Bernard is the Global Head of Finance Operations at Uber, reporting to the CFO. She leads the procurement and supply chain functions, accounts receivable, travel & expenses, payroll and shared services.
Starting with a decentralized team of approximately 40 people, she now oversees a department of 200 employees across the world and more than 400 external contractors with global processes and optimized efficiency.
Under her procurement hat, she oversees $3b in spending.Her department serves more than 40K suppliers, 20K employees in 70+ countries, bringing complexity in operations while remaining efficient and compliant. Delphine also launched first finance outsourced function in early 2017 and now oversees the Global Business Service for the Finance & Administrative. In 2018, Delphine continued to push the digitalization world and created the Center Of Excellence for Intelligent Automation. She has showcased to executives the benefits of Robotic Process Automation and in less than 6 months, has launched more than 13 bots, saving thousands of human hours and has increased controls. Prior to her move to San Francisco, Delphine was Uber Financial Controller in Amsterdam in charge of revenue and financials outside the US. Delphine is today a director on the board of Uber Freight Inc, and in the past has held multiple seats on boards of directors for Uber international subsidiaries. She is also co-chair of the General Data Protection Regulation member review committee ensures compliance within Uber Delphine founded LadyFinance, Uber's employee resource group focused on creating a strong community of women in finance. She is a passionate advocate for supporting diversity and leadership in the workplace. She leads and works to inspire others through mentorship, panel discussions and connections.
Delphine is an alumni of Microsoft and Skype where she served as Group Controller. She elevated and groomed the finance function from startup phase to maturity in a fast growing environment.
Delphine has Master of Business Engineering from Louvain School of Management. She is also an alumnus of Harvard Business School Executive Education, where she continues to take courses and learn about leadership and strategy. Outside the office, Delphine enjoys spending time with her two children and husband, and traveling to discover new cultures.
Senior Vice President, Product Development, Oracle
Matt Bradley is currently the Senior Vice President, Product Development for Enterprise Performance Management at Oracle. Matt is an experienced executive with global hands on experience running large and small teams in product strategy and engineering. His current role covers Oracle's EPM footprint—Planning, Budgeting and Forecasting, Financial Consolidation, and Management Reporting, delivering both SaaS-based solutions as well as the more traditional on premise-based deployments.
He joined Oracle in 2007 as part of Oracle's Hyperion acquisition. As a VP, Product Development at Hyperion Matt helped lead the charge in establishing Hyperion as the market leader within EPM. Prior to joining Hyperion in 2000, Matt held several development lead positions at various medical information companies supporting EMR, casemix analysis, decision support, and related subjects.
Matt and his family moved from Ireland to the Bay Area in 1993. He holds a degree in Computer Science from Queens University, Belfast. After graduating in 1989 he started his career in Information Technology at Oracle.
Vice President, Cloud Center of Excellence, CH Robinson
Jon Champion is currently leading the Finance Cloud Transformation for CH Robinson, a Fortune 200 Third Party Logistics (3PL) global leader. CH Robinson has gone live on Oracle Financial Cloud utilizing GL, Fixed Assets, and Indirect A/P as well as Cloud EPM applications for financial consolidations (FCCS), management reporting (EPBCS) and metadata management (EDMCS). This year they will be implementing additional EPM solutions for tax provisioning (TRCS), account reconciliation (ARCS), budgeting, forecasting, and strategic modeling (EPBCS) and business intelligence (OAC). Prior to joining CH Robinson Jon had worked for over a decade in finance transformation practices of KPMG and Deloitte where he specialized in Oracle's Hyperion product set.
Global Strategy Leader, Cloud Business Group, Oracle
Kimberly N. Ellison-Taylor has a diverse background in finance and technology; she is currently a global strategy leader at Oracle. She has held positions at NASA’s Goddard Space Flight Center, Motorola, KPMG, and in Prince George’s County (Maryland) government. From 2016 to 2018, Ellison-Taylor served as the 104th chairman of the American Institute of CPAs, where she received numerous awards and recognition. Notably, she was the youngest person, fifth woman, and first person of color to serve as chairman in the AICPA’s 130-year history.
Ellison-Taylor was the second chairman for the Association of International Certified Professional Accountants, an organization founded in 2017 that has 667,000 members in 184 countries. She has been recognized by Accounting Today as one of the "Top People in Public Accounting—2018" and by CPA Practice Advisor as one of the "2018 Most Powerful Women in Accounting."
Ellison-Taylor’s 14-year tenure at Oracle has given her an extensive perspective on artificial intelligence, big data, cloud, and emerging technologies. She has used this knowledge and experience to lead strategy and innovation in the accounting/finance profession. She is a frequent keynote speaker on topics such as digital disruption, transformation, technology, inclusive leadership, and the next generation of finance talent.
Ellison-Taylor is a volunteer leader in the Sigma Gamma Rho Sorority community service organization, where she has served for 28 years in numerous volunteer roles with youth, the elderly, the military, and families. Having served on the local, regional, and national levels of the organization, Ellison-Taylor most recently served as president of a local chapter where she led initiatives for St. Jude, March for Babies, the National Alliance for Mental Illness, and Operation Welcome Home Maryland.
Ellison-Taylor has BA in information systems management from the University of Maryland Baltimore County, an MBA from Loyola University Maryland, and an MS in information technology management from Carnegie Mellon University.
Executive Vice President and Chief Financial Officer, TrueBlue
Mr. Gafford brings over 25 years of business experience and serves as Executive Vice President and CFO of TrueBlue, a NYSE listed company providing an assortment of human capital services to over 100,000 customers that connect over 700,000 people to work each year. Mr. Gafford is responsible for the strategy, investor relations, M&A, accounting, FP&A, risk management, order-to-cash, and internal audit functions. He has been a key leader in transforming the company from a provider of general labor staffing to a specialized provider of workforce solutions. Under his tenure, the company has tripled in size from both organic growth and over 20 acquisitions.
Similar to TrueBlue, his prior experience is largely in multi-location businesses, including Albertsons and Metropolitan markets and currently serves as a director for Heritage Distilling, the most awarded craft distillery in North America. His initial career experience started with Deloitte.
Mr. Gafford has been recognized by the Staffing Industry Analysts as One of Most Influential People in Staffing and helped TrueBlue earn recognition from Forbes as One of Americas Most Trustworthy Companies based on its accounting and governance practices. He has also been recognized by Treasury and Risk Magazine as a Corporate America Outstanding Executive and by the Puget Sound Business Journal as Public Company CFO of the Year.
Moderator and Emcee
Former Merrill Lynch stockbroker turned author and keynote speaker Mark Jeffries has become a trusted adviser and communications consultant to some of the world's largest and most successful organizations. He speaks at and moderates conferences, summits, sales meetings, user forums, and conventions all over the world for clients including Oracle, IBM, Ernst & Young, SAS, HP, Zurich Insurance, Gartner, Microsoft, Royal Bank of Canada, Deltek, and Bank of America.
With his depth of event experience, many of Mark's clients now also use him as an event consultant, working alongside the production team to create an event with audience appeal, a memorable impact, and an effective message.
Dividing his time between the United States, Canada, and Europe, Mark's ideas, inspiration, and guidance are sought across virtually all industries.
Author, Dealing with Darwin and Business Strategy Expert
Geoffrey Moore is an author, speaker, and advisor who splits his consulting time between start-up companies in the Mohr Davidow and Wildcat Venture Partners portfolio and established high-tech enterprises, most recently including Salesforce, Microsoft, Autodesk, F5Networks, Gainsight, Google, and Splunk.
Moore's life's work has focused on the market dynamics surrounding disruptive innovations. His first book, Crossing the Chasm, focuses on the challenges start-up companies face transitioning from early adopting to mainstream customers. It has sold more than a million copies, and its third edition has been revised such that the majority of its examples and case studies reference companies come to prominence from the past decade. Moore's most recent work, Zone to Win, addresses the challenge large enterprises face when embracing disruptive innovations, even when it is in their best interests to do so. It's time to stop explaining why they don't and start explaining how they can. This has been the basis of much of his recent consulting.
Irish by heritage, Moore has yet to meet a microphone he didn't like and gives between 50 and 80 speeches a year. One theme that has received a lot of attention recently is the transition in enterprise IT investment focus from Systems of Record to Systems of Engagement. This is driving the deployment of a new cloud infrastructure to complement the legacy client-server stack, creating massive markets for a next generation of tech industry leaders.
Moore has a bachelors in American literature from Stanford University and a PhD in English literature from the University of Washington. After teaching English for four years at Olivet College, he came back to the Bay Area with his wife and family and began a career in high tech as a training specialist. Over time he transitioned first into sales and then into marketing, finally finding his niche in marketing consulting, working first at Regis McKenna Inc, then with the three firms he helped found: The Chasm Group, Chasm Institute, and TCG Advisors. Today he is chairman emeritus of all three.
Senior Vice President, ERP Applications Development, Oracle
Rondy Ng is Senior Vice President of ERP Applications Development at Oracle with responsibility for leading all aspects of product strategy, product development, and product delivery for Oracle's ERP applications and cloud services.
Under Mr. Ng's leadership, Oracle has developed and delivered the new generation market leading enterprise proven Oracle ERP Cloud, with rapid adoption from thousands of mid-sized and multinational enterprises worldwide since 2013.
Mr. Ng joined Oracle in 1990 and has held a variety of product development leadership positions within Oracle. He holds a Master of Science degree in Computer and Electrical Engineering from Cornell University.
SVP, Chief Human Resources Officer, TrueBlue
Randy Rothschiller is responsible for global human resources at TrueBlue. He is charged with leading strategies to attract, develop, reward, and retain the organizational capability needed to fuel the company’s growth plans while ensuring HR operations run effectively and efficiently.
Prior to joining TrueBlue in 2016, Randy’s career of more than 30 years has a blend of operational and human resources experience. His human resources expertise spans more than 20 years gaining experience with organizations including Michaels, Garden Ridge, JoAnn, and Savers. Over the past two decades he has utilized his experience in developing and implementing strategies to align the employee experience to the core objectives of each organization’s mission. This includes collaborating with the executive team to implement job architecture, deploying talent acquisition strategies, identifying and preparing future leaders, implementing solutions-focused accountability, strengthening the culture and driving results through employee engagement, increasing new hire success and retention, and measuring the employee lifecycle. HCM technology has played a key role to facilitate attraction, development, rewards, and retention strategies, as well as effectively and efficiently manage HR operations.
Randy earned two Bachelor of Arts degrees (Economics, and French Language and Literature) from the University of Puget Sound.
As technology-powered innovations including AI, machine learning, and IoT transform organizational processes and disrupt business models, leaders in every domain—finance, technology and operations—must grasp the implications of a data-driven future in an increasingly customer experience-centric economy. This powerful product general session will discuss the change-agent role that finance and operations play in enabling business model change and showcase customers blazing the trail towards the connected enterprise.
A chasm is growing between digital superstars and digital laggards, with the top 10 percent of high performing firms creating 80% of the world’s economic value and profits. In this provocative session, Crossing the Chasm author Geoffrey Moore breaks down the threats facing many companies today, then sits down with finance and HR executives to discuss how a modern cloud platform delivers the connected intelligence, end-to-end customer and employee experiences, and continuous innovations needed to leapfrog the chasm and the competition.
Oracle Financials Cloud empowers modern finance. It’s the most comprehensive, integrated, and scalable financial management solution available and offers extensive support for global companies in a wide variety of industries. At the conference, our customers and product experts will discuss how you can:
Oracle Planning and Budgeting Cloud enables businesses of any size to quickly implement a world-class planning and budgeting solution with the simplicity of the cloud. At the event, learn how to:
Oracle Financial Consolidation and Close Cloud supports every reporting demand and dramatically reduces the time and cost to complete a confident close. At the conference, you’ll learn about its:
Oracle Risk Management Cloud automates security, compliance, and internal controls processes. It allows companies to manage access, automate internal controls, monitor processes, and enforce compliance from within their ERP Cloud deployment. At the conference, you’ll learn how to:
Oracle Project Management Cloud improves project profitability and enables companies to stay informed and in control with modern enterprise-grade solutions for project-centric businesses and complete and integrated project financial management. At the event, learn how you can:
Maximize your career growth at Modern Business Experience 2019. Attendees can earn up to 12 CPE credits approved by the National Association of State Boards of Accountancy (NASBA). Check the content catalog to find out which sessions qualify for CPE credits. All sessions will be delivered in a Group Live format. For any questions or concerns regarding complaint resolution or refund policy click here or email registration services.
Certificate of Completion letters will be distributed approximately 60 days after the event.
Oracle 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. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Back by popular demand, and expanded in number, these 110-minute workshops allow accounting and finance professionals to get hands-on experience on an advanced user interface containing embedded analytics, mobility, and social interactions, providing global insight into operations. Oracle solution consultants will walk participants through a series of accounting scenarios that provide an actual feel for how Oracle cloud customers do their job in the cloud.
Space is limited, and conference registrants may sign up via the scheduling tool. Under the Content Catalog listing, click the + sign next to the session time you would like to attend.
Arrive in Las Vegas by Tuesday morning and take advantage of free Oracle University-led training on cloud enablement and user adoption. Specific topics include reskilling and upskilling, key components of an effective end user strategy, and change management. Space is available on a first-come, first-serve basis to conference registrants. Reserve your spot.
Finance attendees at the director level or higher are invited to an exclusive luncheon and focus group on Tuesday, March 19 from 11:30 a.m.–12:45 p.m. Meet with experts and peers to discuss finance in the cloud and how you can create a new, more agile finance operating model. Space is limited so reserve your spot today.
On Wednesday night from 6:30 p.m.–8:30 p.m., just before the Appreciation Event, we'll celebrate our customers with great food, views of the Strip, ambience, and conversation at Skyfall Lounge/Rivea Restaurant in the Delano Hotel. Join your industry peers and colleagues as we honor the winners of our Change Agents of Finance awards.
The Oracle Executive Summit is an executive event within Modern Business Experience that brings together industry thought leaders, practitioners, and Oracle executives in an exclusive environment to network and share the latest finance and technology best practices. Contact your Oracle sales representative if you are vice president level or higher and are interested in participating.
If you have been invited to attend the CFO Summit, please respond to the invitation to register, or contact the registration team with questions via email or by calling 1.866.254.8740 (US and Canada) or +1.650.416.8794 (International).
Oracle is looking for a select group of top-tier college and graduate students studying in finance-related fields to attend and participate in Modern Business Experience. Learn about finance and technology best practices and trends from world-class CFOs and industry experts.
Call us Monday to Friday, 6:00 a.m. to 6:00 p.m. PT
1.866.254.8740 (US and Canada)