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9 February 2021
Right now is the time for finance leaders to capitalize on recent market shifts and new growth opportunities. Join business executives from GoPuff, Lyft, Square, Williams-Sonoma, PwC, and Oracle to learn strategies for propelling your business forward—including four big moves you can make to turn challenges into business model innovations.
The pandemic rapidly changed customer behavior—driving the need for new products, services, and sales models. Companies must significantly adjust business models to survive and thrive; small, incremental tweaks won’t work. CFOs who make big moves will be the ones to successfully navigate uncertainty, recapture growth, and turbocharge skill sets for the next normal. Join us to learn about the bold moves you can build into your strategy and hear from leaders who are already making assertive changes.
Agenda subject to change
The next rapid-growth industries are taking shape right now. The businesses defining them are making big moves to cement competitive advantage—embracing digital business models, using M&A to build market share, and accelerating automation and process optimization to quickly respond to change.
Senior Vice President, ERP Product Marketing, Oracle
Oracle has a more than 40-year history of making bold moves to outpace the competition—especially during downturns. Hear from executive leadership on the big changes Oracle is making to extend our lead in the cloud services market and how the finance team is supporting that effort.
CFOs surveyed by PwC in the last quarter of 2020 expect their companies to increase revenue over the next 12 months, continuing an upward trend. That positive outlook is a testament to the bold actions many have taken in a bid to return to growth. Hear about the top priorities for CFOs going into 2021 and the actions finance teams are taking to meet the challenges of the new year.
US Deputy Advisory Leader and US Advisory Industrial Products and Services Vertical Leader, PwC
The next great growth industries are taking shape right now, led by companies ready to tap into the shift to virtual work and digital commerce. Hear from finance leaders reshaping their industries for the next decade and beyond by embracing services-based business models, cloud-first platforms to support quick pivots, and a continuous commitment to delivering customer excellence through innovation and digital experiences.
Chief Accounting Officer, Square
The M&A market is on fire, as companies look to mergers, acquisitions, and divestitures to make business model pivots and reallocate resources into high-growth opportunities. Customers share their M&A strategies and use of cloud-based platforms to maximize synergies and increase shareholder value.
Oracle development executives share the technologies, best practices, and capabilities CFOs and their finance teams need to reignite growth and lead their companies in an economy reshaped by the pandemic.
Big moves like pivoting to a digital business model or making an acquisition can cause delays and inaccuracies in your financial close, especially if you're still using manual finance processes. Customers share their strategies for automating the entire financial close process, using intelligent process automation technologies to deliver touchless transactions and quickly get accurate information into the hands of decision-makers.
The same moves enabling growth and transformation can also put a company's most critical and sensitive data at risk. Hear directly from Oracle customers who have created a culture that insulates against threats to the business while encouraging informed risk-taking by leveraging advanced technologies.
Vice President, Internal Audit/SOX Compliance, Williams-Sonoma, Inc.
Amy Allen is the Audit Executive at Williams-Sonoma, Inc. and leads the global internal audit and SOX Compliance departments. Prior to WSI, she held management positions leading risk and control engagements in both the financial services and technology industries. She currently sits on the Board of Governors for the San Francisco Chapter of the Institute of Internal Auditors.
Lisa Blackwood-Kapral is the Chief Accounting Officer for Lyft. With almost 30 years of progressive experience in finance and operations management at emerging growth companies and multi-billion-dollar public company organizations, Lisa has focused on the retail and technology industries, including Best Buy, Inc, Gymboree, Boudin Bakery, Stella & Dot (startup) and Shutterfly. She has been involved in a significant amount of Finance transformation in her career, leading over a dozen various enterprise software implementations, and is presently the executive sponsor for a full finance systems transformation. She has strong regulatory and risk management experience having taken a private company public and built entire SOX and Internal Audit functions from ground zero, at two separate companies and is standing up SOX compliance here at Lyft. She also adopted enterprise risk management and business continuity programs at these companies. Lisa has her Bachelor of Accounting degree and an active CPA license in the state of California. She has completed FEI Silicon Valley CFO Readiness Academy and has spoken at various conferences including most recently at the SEC Institute on adoption of various accounting standards in an ever-changing and complex finance environment. Lisa is very active in the area of I&D and has been a panelist on two separate Oprah Winfrey Network filmings this year (1) Oprah and Emmanuel Acho, “Uncomfortable Conversations with a Black Man”, Part 1 and Part 2 and (2) Oprah’s Book Club.
In addition to her busy work life, Lisa is a devoted mother of three teenagers. She loves all types of physical fitness including, Orangetheory Fitness, boxing, running and competing in races, and yoga. Lisa and her family reside in Redwood City, California.
Matt Bradley is senior vice president of product development for enterprise performance management at Oracle. He 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 solutions and the more traditional on-premise deployments. He joined Oracle in 2007 as part of Oracle’s Hyperion acquisition. As a vice president of product development at Hyperion Bradley helped lead the charge in establishing Hyperion as the market leader within EPM. Prior to joining Hyperion in 2000 he held several development lead positions at various medical information companies supporting EMR, Casemix analysis, decision support, and related subjects. He and his family moved from Ireland to the Bay Area in 1993. Bradley holds a degree in computer science from Queens University, Belfast. After graduating in 1989 he started his career in information technology at Oracle.
Safra A. Catz has served as chief executive officer of Oracle Corporation since 2014 and a member of the company’s board of directors since 2001. She previously served as president of Oracle and has also served as the company’s chief financial officer. Prior to being named president, Catz held various other positions since starting at Oracle in 1999. She currently serves as a director of The Walt Disney Company and previously served as a director of HSBC Holdings plc.
Ajmere Dale is Square’s Chief Accounting Officer. He was previously the VP Controller at SolarCity prior to the acquisition by Tesla and has held various controllerships within the biotech and technology space. Ajmere started his public accounting career at EY in the UK attaining membership to the Institute of Chartered Accountants and also holds a MEng from Imperial College, London. He is a key sponsor of the finance transformation journey at Square.
Larry Ellison is chairman of Oracle Corporation and chief technology officer. He founded the company in 1977 and served as CEO until September 2014. He also races sailboats, flies planes, and plays tennis and guitar.
Jenny Koehler serves as PwC’s US Deputy Advisory Leader, and also leads PwC’s US Industrial Products & Services business unit, encompassing Power & Utilities, Energy, Manufacturing, Automotive and Aerospace & Defense industry sectors. Prior to these roles, Jenny was PwC’s US Power & Utility Advisory Leader.
Over the years, Jenny has built a reputation as a thoughtful advisor to clients, with a focus on driving business outcomes, through the lens of multi-disciplinary transformational initiatives. Most recently, those transformations increasingly involve the use of technology, and Jenny prides herself on approaching the use of technology as a critical enabler in driving step changes in organizations.
As a passionate advocate for environmental literacy, Jenny is a National Board Member, and Chair of the Audit Committee for NatureBridge, a non-profit organization dedicated to the mission of connecting youth in our society to the natural world.
Jenny graduated from the McCombs School of Business at the University of Texas with a master’s in accounting & finance, and before that, from the College of Wooster, with a Bachelor of Arts degree. She is also a CPA and a member of the AICPA. She and her husband, Jason, live in San Francisco.
Juergen Lindner is Oracle’s senior vice president of marketing for SaaS, focusing on enterprise resource planning (ERP), enterprise performance management (EPM) and supply chain management (SCM). He is responsible globally for SaaS thought leadership, go-to-market strategy, and sales enablement.
Prior to joining Oracle in late 2016, Lindner held several leadership roles at SAP SE including global vice president of go to market and sales enablement for all SAP product lines. Prior to that he held product leadership roles in financials, procurement, mobile, analytics, database, and technology. Before joining SAP, he worked for Deutsche Bank and SAP systems integrators.
As a more than 20-year veteran of the enterprise software industry, Lindner is continuously driven to help companies succeed in their transformation journeys and take full advantage of emerging technologies.
Lindner holds a masters degree in international business administration and management from the University of Applied Sciences in Konstanz, Germany.
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 Ng’s leadership, Oracle has developed and delivered the new-generation market-leading enterprise proven Oracle ERP Cloud, with rapid adoption from thousands of midsize and multinational enterprises worldwide since 2013. 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.
Maria Smith is senior vice president, Corporate Controller for Oracle Corporation. She is responsible for leading the Global Controller Organization for EMEA, Americas and JAPAC and Corporate Accounting. Maria is also SVP M&A, which has led the integration of 150+ Acquisitions into Oracle collaborating with all finance lines of business.
Maria joined Oracle in 1999. Prior to Oracle, she was Financial Controller at Fujitsu Consulting and Amdahl Ireland. Maria Smith began her career with Ernst and Young and graduated from Dublin City University with a degree in Accounting and Finance. She is a Fellow of the Institute of Chartered Accountants in Ireland.
In 2014, Maria was a winner at WXN Ireland’s Most Powerful Women in the Corporate Executive Category and was shortlisted for the Image Business Woman of the year in 2015. In 2017, Maria won Dublin City University’s Alumni Award from their Business School and is now a member of their Business Industry Advisory board.
Maria is a member of the Steering Group of the 30% Club in Ireland and is an advocate for inclusion.
Jay Weiland is the Director of Financial Solutions in the CIO’s office at Lyft. Genuinely curious about the world, he enjoys how technology feathers into the larger business as a whole and has taken the opportunity to work a broad swath of industries within companies at every state of maturity. Beginning with University of California Berkeley modernizing accounting and billing systems; Pixar Animation Studios Y2K readiness, SOX introduction, and M&A with Disney; Twitter pre-IPO to IPO financial system conversion and internationalization; Leap Motion (start up) software and hardware sales expansion into China; and the Cost Plus World Market division of Bed Bath & Beyond system modernization and optimization. Currently partnering with the Chief Accounting Office at Lyft, on a four year journey of financial transformation addressing System, Process, and Structure. His goal is to enable all employees at Lyft to have ownership over making strategic business decisions that are in the best financial interest of the company by giving visibility into timely, complete, and accurate information. Jay aims to democratize data to make decisions and have it become equivalent to a utility for Lyft, equivalent to wifi or power, believing all users should have appropriate access to a single resource on a continuous, uninterrupted basis in order to be more productive in making business decisions grounded in metrics. Jay and his family reside in Moraga, California.
Experienced in a Steve Jobs’ company (Pixar Animation Studios including M&A with Disney), two successful Andreessen Horowitz IPO’s (Twitter and Lyft), and a third a16z company’s pre-IPO funding (Leap Motion).
An energetic manager of managers, I thrive at executing multidisciplinary enterprise-level technology programs by utilizing my broad technical skill set and business knowledge to effectively direct a wide breadth of projects and emotional maturity to manage a variety of personalities.
Genuinely curious about the world, I enjoy learning how technology feathers into the larger business as a whole and enjoy managing the chaos of making foundational decisions in the face of incomplete information.
As CFO at goPuff, Josh Burke leads and develops the company’s Accounting, Operations Forecasting and Finance organizations. With more than 20 years of finance and accounting experience, he has held senior finance positions at a number of industry-defining brands. Josh most recently served as CFO at Backcountry, a $1B market leading pure play e-commerce site. Prior to Backcountry, he spent eight years building Under Armour’s finance function, helping drive the performance apparel company from $1B in revenue to $5B. During his tenure, Burke led world-class finance functions for Product and Design, Supply Chain, Marketing, and managed teams across Asia, Latin America, Europe, and North America. Josh graduated from Tulane University with a Finance and Accounting degree and earned his MBA from the University of Virginia.