Douglas J. Anderson, Managing Director for CAE Solutions
The Institute of Internal Auditors (IIA) www.theiia.org/
Doug has extensive experience as an internal auditor, filled various finance roles, held a number of volunteer positions with the IIA, was a university assistant professor and consultant for GRC. During 2015 Doug was a contributing subject matter expert for the Institute of Internal Auditors Audit Executive Center® prior to his assuming his current role with the IIA in early 2016. As a consultant, Doug has been engaged in assisting companies’ internal audit functions mature and implement improvement projects. Doug was an Executive-in-Residence and Assistant Professor of Accounting and Finance at Saginaw Valley State University from 2013 -2015 teaching and involved in research on GRC matters. Until 2013 Doug was a Global Finance Director of The Dow Chemical Company. He had responsibility for corporate accounting in support of acquisitions, divestitures and joint ventures. In addition, he led a team which acted as the “national office” of Dow in handling concerns regarding difficult and complex accounting matters. Doug also had oversight for the Dow Finance Academy which was responsible for developing and delivering training materials to global finance employees and was chair of Dow’s US Retirement Board. He was a member of the PCAOB’s Standing Advisory Group which was created to advise the PCAOB on the establishment of auditing and related professional practice standards for external auditors. Doug was also a member of the COSO Task Force which assisted in the development of the document “Guidance on Monitoring Internal Control Systems” and is currently on the oversight task force for the revision of the COSO ERM framework. Doug received a BA in Economics from The University of Michigan and an MBA in Finance and Accounting from The University of Chicago. He is a Certified Public Accountant, a Certified Internal Auditor, a Certified Management Accountant, and holds a Certification in Risk Management Assurance.
Will Bible, Partner
Will is a Partner with Deloitte in the External Audit practice, specializing in financial statement audits in the energy industry, focus on deregulated energy markets. Will also has a leadership role in transforming the audit practice through Deloitte’s Audit Innovation initiative, which drives the adoption of new technology into the public accounting profession.
Guido Geerts, Professor and EY Faculty Scholar
Lerner College of Business, University of Delaware
Guido earned his Ph.D. from the Free University of Brussels. He has published in a variety of accounting and information systems journals and serves on several editorial boards. Guido has thirty years of teaching experience and previously taught at Michigan State University and the Free University of Brussels. He has received numerous awards for teaching and research excellence including "University of Delaware Excellence in Teaching Award" (2015), the "Lerner College Outstanding Scholar Award" (2014), the "Lerner College Outstanding Teacher Award" (2013), and the "AAA Strategic and Emerging Technologies Section Outstanding Researcher Award" (2010). He is the former chair of the Technology Task Force for the Pathways Commission Recommendation 4 (Curriculum & Pedagogy).
Josh Greenbaum, Founder
Enterprise Applications Consulting http://www.eaconsult.com
Joshua has over 30 years of experience as a computer programmer, system architect, author, consultant, and industry analyst. He began his career at the dawn of the PC, database, and enterprise software markets, and has observed first-hand the evolution of the products and technologies that drive enterprise innovation today. Josh works extensively with end-user organizations to align their business and technology strategies, as well as assisting leading enterprise software companies to understand the needs and requirements of their customer and prospect bases. Josh is frequently quoted in the technical and business press and blogs at www.eaconsult.com/blog-ematters.
Jason Guthrie, Senior Manager
Jason is a Senior Manager within Americas Professional Practice – Auditing (APPAu) based on Cleveland, OH. He is originally from San Jose, California - home of EY’s Global Technology Center - where he spent several years auditing global technology companies such as Hewlett-Packard and Juniper Networks. Jason leverages his experience addressing complex accounting and auditing matters in his current role where he leads the audit analytic standards, methodology, learning and enablement activities in North and South America. He represents EY in several industry working groups dedicated to the advancement of analytics within the audit practice. Jason is an active alumnus of BYU, from which he holds a Master and Bachelor degree in Accounting with a concentration in Audit and a Minor in Information Systems Management. He is a Certified Public Accountant in California and Ohio.
Cory Hrncirik, Group Finance Manager Enterprise & Partner Group
As the global lead for the Finance Showcase initiative, Cory draws on his finance experience and passion for technology to help customers solve business challenges, especially in uncovering insights from data and visualizing the findings in powerful ways. In this role he has presented to hundreds of Microsoft customers, conducted numerous in-depth trainings around the world, and worked on site with clients to help them turn their own data into insights using Microsoft solutions. During his eight years at Microsoft, Cory has worked in a variety of Finance roles, including as a senior revenue lead in the United States subsidiary as well as in Microsoft Advertising, where he worked on the Bing and MSN businesses. Most recently, he served on the Chief of Staff team for the SMSG CFO. Prior to Microsoft, Cory led the Central & Eastern European research and marketing division for CB Richard Ellis. He holds an MBA from The University of Chicago Booth School of Business and a Bachelor degree from Brigham Young University.
Raef Lawson, Vice President-Research and Policy and Professor-in-Residence
Institute of Management Accountants (IMA) http://www.imanet.org
Raef leads IMA’s global thought leadership efforts and oversees student and academic relations programs. He received his MBA and Ph.D. degrees from the Leonard N. Stern School of Business, New York University. He holds a variety of professional certifications including CMA, CFA, CPA, and ACMA. Prior to joining IMA, Dr. Lawson was a professor and Chair of the Department of Accounting and Law at the State University of New York (SUNY) at Albany. He has also held senior leadership experience in diverse settings, including academia, practice, and professional associations. Raef has published several books and over 70 articles in the areas of sustainability, business ethics, performance scorecards, activity based costing, international cost management practices, and cost and performance management systems in journals including The Accounting Review, Cost Management, Journal of Business Ethics, and Journal of Business, Finance, and Accounting.
William McCarthy, Professor
Eli Broad College of Business Michigan State University
Bill is a Professor of Accounting and Information Systems at Michigan State University. His present research focuses on (1) the development of REA enterprise ontologies, (2) the use of independent-view REA models in open value networks (OVN) and blockchain environments, and (3) the development of component-based information system architectures with REA business process patterns and their integra- tion with OVNs. His research has been supported by the National Science Foundation and by multiple ac- counting firms. In 2003, he was given the American Accounting Association’s “Innovation in Accounting Education Award” for his role in developing semantic modeling approaches to teaching accounting informa- tion systems. Bill worked in the Artificial Intelligence Group of Arthur Andersen Consulting (now Accenture) where he was part of a research team that analyzed the first uses of embedded semantics for the SEC’s EDGAR system, and most recently, he has been especially active in international e-commerce standardization efforts. He was a member of the UN-based ebXML project, and he is an editor for the ISO-based Open-EDI initiative where he was the principal architect of the accounting and economic ontology for Open-EDI (ISO 15944-4). Bill has served in many leadership positions at the American Accounting Association, including being Editor for The Accounting Review, being Editor for the Journal of Information Systems, and being Vice-Pres- ident. He received the “AAA Outstanding Service Award” in 2007 for his efforts in educating accounting professors worldwide to teach accounting systems courses in a more conceptual and integrated fashion. In 2008, he was honored with the American Account- ing Association’s “Outstanding Accounting Educator Award.”
Roger O’Donnell, Global Head Data and Analytics, Audit
Roger is an Audit Partner in KPMG’s New York office and is the Global Head of Audit Data and Analytics. In this role, he is responsible for the global development and execution of the firm’s strategy in using data and analytics in the audit practice. Working with KPMG’s global data and analytic leaders from advisory and tax, as well as leaders from our Global Solutions Center in Montvale, Roger is identifying and helping teams create new capabilities for the global audit practice using data and analytics to improve audit quality. Prior to that, Roger served as the New York Metro Consumer and Industrial Markets Leader.
Mark Pike, Policy Manager
Mark is a Policy Manager at Slack, where he leads product policy efforts. Prior to joining Slack in 2016, he worked for six years at Facebook on privacy, intellectual property, and platform policy issues. As a Privacy Program Manager at Facebook, Mark led the team responsible for consumer product privacy and ran trainings on privacy-by-design principles and the company’s regulatory commitments. He also estab- lished review processes for Instagram, WhatsApp, and Facebook Creative Labs. He once painted a 40-foot QR Code on the roof of Facebook that was visible in satellite maps. Mark has a J.D. from William & Mary Law School and graduated from Duke Univer- sity with an A.B. in Public Policy.
Garth Rouke, Managing Director Tax Transformation and Technology (“Ignition”) group
Garth’s focus is on using technology and data & analytics to assist and empower clients in the identification and management of tax related risks and opportunities, as well as drive value and increased efficiency from his clients’ tax operations. Prior to moving to KPMG Ignition, Garth was part of KPMG’s State and Local Tax practice and was the national leader of KPMG’s reverse sales and use audit services group. He has over 15 years of experience serving clients across a variety of industries on a range multistate tax and D&A related issues. Garth has a Bachelor’s Degree in Accounting from the University of Kansas and Master of Professional Accounting Degree from the University of Washington.
Vijay Sharma, Director
Deloitte US. Innovation http://deloitte.com
Vijay is a Director with Deloitte US. Innovation, originating from Consulting (Strategy) prior to his current position. Within Deloitte Innovation, Vijay works with startups and leads the development of new technology applications based in process automation, machine learning and semantic intelligence. In Consulting, Vijay worked in multiple industries including Technology/Media/Telecom, Healthcare and Energy, developing growth strategies, identifying cost savings and managing large client technology implementations. Before Deloitte, Vijay worked with a startup to develop one of the first online mobile application services, was part of a large capital savings initiative in the airport industry and worked with CEOs in private banking to develop strategic plans for emerging markets.
Brian Sommer, Founder
Brian Sommer founded TechVentive, Inc. several years ago to help technology firms win more, win better and win conclusively in the marketplace. Brian has a unique mixture of serious technology expertise, thousands of hours working with top executives of Fortune 500 firms and a rock-solid Marketing background. Brian earned his Marketing credentials early in his career. While still in college, he crisscrossed Texas doing demographic analysis for radio stations. For a time, Brian's knowledge of women, 18-34 years old, and their musical tastes would best anyone's. Brian closely follows what C-level executives think, feel and need. He has extensive files on the psychographics, motivations, likes/dislikes of executives globally. He's even developed a unique database of thousands of firms worldwide and their willingness to purchase new technologies or services. Brian has brokered alliances, trained sales teams and orchestrated massive Marketing events. He has designed new channel partner programs and trained both channel masters and their partners to reach new levels of mutual success. Brian is also a prolific writer and has penned numerous articles in major business and technology magazines. He also produces two blogs and has written a manuscript on the ERP market. Brian has a BBA (Marketing) and an MBA (Finance) from the University of Texas at Austin.
Graham Ward, Director, Advanced Risk & Compliance Analytics Solutions
Graham has a deep expertise in compliance and internal audit, particularly in using data and process change to manage regulatory and operational risk and support strategic goals. He is a quality-oriented individual able to work with all levels of an organization to implement and entrench change. Graham's experience includes management of compliance programs, policies and procedures, risk assessment, due diligence, investigations, training, and audit and reviews. His current and prior roles have focused on transforming, analyzing and presenting data and intelligence to enable value-add risk-based continual compliance monitoring. Graham's career has included working in industry, and in consulting and audit with professional services firms, in Europe, New Zealand and the US. Industries include manufacturing, retail, technology and healthcare. His regulatory compliance experience includes anti-bribery and corruption (FCPA/UKBA); antitrust; data privacy (including HIPAA and HITECH) and Records & Information Management; government interaction; international trade; and SOX. Graham is a Chartered Accountant (UK) with law degree and is also a Certified Fraud Examiner.
Mike Willis, Assistant Director of the Office of Structured Disclosure
Securities and Exchange Commission http://sec.gov
Mike is Assistant Director of the SEC’s Office of Structured Disclosure. He oversees the design and implementation of technological processes and tools that support the SEC’s use of structured data, such as XBRL-tagged financial information. Mr. Willis moved to the SEC in 2015 after many years as a partner at PricewaterhouseCoopers, where he worked on process enhancements involving standards-based architectures, both within the firm and for clients. He has also held several positions at XBRL International, including founding chair, chair of its steering committee, and chair of its board of directors. Dimensions spoke with Mr. Willis on the SEC’s growing use of the XBRL-tagged data submitted in corporate financial disclosures.
Jeramy Ivener, Vice President
SAP HANA Cloud Platform https://hcp.sap.com/index.html
Jeramy is responsible for the go to market strategy for the HANA Cloud Platform as the integration, extension, and development platform for SAP’s OnPremise and cloud solutions. Jeramy joined the HANA Cloud Platform organization after five years holding leadership positions within SAP Ariba. Before joining Ariba, he worked in SAP’s partner ecosystem in multiple roles including management consulting, leading supply chain transformations, and managing both consulting and application management organizations. Jeramy received his BS in Computer Science from Arizona State University and his MBA from the Anderson School of Management at UCLA.
Jim Johnson, CFO
Adaptive Insights http://www.adaptiveinsights.com
Jim is a seasoned financial chief who brings to Adaptive Insights a unique background of leadership in finance and business operations at highly successful private and public companies. Previously, Jim was CFO of TIBCO Software and helped lead the company through one of the largest take-private transactions of 2014. He joined TIBCO through the acquisition of Jaspersoft, where he was CFO of the fast-growing software as a service (SaaS) and subscription analytics company. Jim’s diverse financial leadership experience includes 15 years with Sun Microsystems, during which time the company grew from less than $1 billion to over $18 billion in annual revenue, as well as serving as senior vice president of finance for Veritas Software. He has also been CFO of two private equity-owned companies and has been instrumental in leading successful M&A and financing transactions in both the private and public markets. After serving four years with the U.S. Navy, Jim earned his bachelor’s degree in English and literature/letters from the University of Minnesota and an MBA from the University of Chicago.
Roman Stanek, CEO and Founder
Roman is a passionate entrepreneur and industry thought leader, with over 20 years of technology and startup experience. His latest venture, GoodData, founded in 2007, successfully disrupted the business intelligence space as validated by Gartner. Fast forward to the present, and GoodData is again paving new ground as a platform to enable companies to quickly create and distribute Smart Business Applications. As CEO and founder of GoodData, he is constantly innovating in the dynamic, high-tech sphere. He leads by example and have a strong commitment to company culture. Prior to GoodData, he was Founder and CEO of NetBeans and Systinet. NetBeans, the leading Java development environment, successfully sold to Sun Mircrosystems in 1999. Systinet, a leading SOA governance platform, was one of the best exits in the web services/SOA space when it was acquired by Mercury (HP Software.)
Adam Wilson, CEO
Adam became Trifacta’s CEO in 2014. Trifacta is known for its technology that gets data ready for analysis when it’s sitting in an open-source Hadoop file system for storing lots of different kinds of data. Previously, Adam spent eighteen years in leadership roles focused on data integration and analytics. As GM of Informatica’s Information Lifecycle Management division, Adam grew revenues more than 400% in five years. Prior to that, as SVP of Product Management & Marketing for Informatica’s flagship data integration products, Adam was instrumental in helping the company expand beyond ETL and grow product revenues to more than $200M. Adam also co-founded and was COO of Zimba, a pioneer in mobile business intelligence.
Young Professionals Panelists:
- Lee Dixon is an Auditor in the EY Assurance Practice from the EY Greenville, SC office. He started with the firm as a staff accountant and is currently a rising manager. As a Financial Statement Auditor, Senior (2013 – 2016), Staff (2011 -2011) he manages/executes multiple audit engagements of publicly and privately owned companies in a variety of industries, including telecommunications, manufacturing, retail, and automotive, both financial statement audits and SOX 404 audits. Also, as a Data Analysis Coach (2015 – 2016) he is responsible for leading Data Analysis Champions in the Carolinas region to oversee the successful implementation of data analytics in the region. This encompasses managing all phases of the data analytics process (data capture, data transformation, analytic tool usage, and methodology implementation). Previously, as a Data Analysis Champion (2014 – 2015) he assisted audit engagement teams with implementing data analytics into audit work plans. This included leading trainings to educate teams on how to utilize firm analytic tools such as EY EAGLe and the Audit Analytic Modules (AAMs). Also as a Certified Data Analyst, (2012 – 2014) he assisted audit engagement teams with data capture and transformation, developed and reviewed data capture scripts and utilized software tools such as ACL and SQL to complete data transformations, and led office wide trainings to teach engagement teams data capture and transformation best practices.
David Moscatelli is a Senior Audit Specialist within Deloitte’s Audit Analytics Group. In his role David is responsible for Analytics product development including data visuals and backend development work for various engagement software technologies. David began his career with Deloitte in External Audit, working in Investment Management, before being recruited into Audit Analytics. Prior to Deloitte, David worked at various tech start-ups as a Programmer for about 3 years. David holds a Bachelor’s Degree in Accounting from Loyola University Chicago.
Aimee Minnaugh is an Audit Manager in KPMG’s Harrisburg, PA office. Her 5 years with the firm has provided her with advanced training and experience in risk assessment, financial statement audits, audits of internal controls, employee benefit plan audits, Securities and Exchange Commission Filings, auditing fair value measurements, hedge accounting, performing single audits and implementing the use of data analytics within the audit.
Alan Nguyen is a Silicon Valley based senior associate in the Advanced Risk & Compliance Analytics (ARCA) practice of PricewaterhouseCooper's Risk Assurance Group. Alan's consulting work focuses on the tactical development of relational database applications, automation tools, and visual reporting analytics to provide risk based solutions. He is proficient in using Structured Query Language (SQL) in Microsoft SQL Server environments, Visual Basic for Applications (VBA), and Microsoft Access as well as Audit Command Language (ACL) to perform Ad-Hoc financial analytics in audit and consulting roles. Alan's industry focuses are Technology - Software, Technology - Internet, and Health Care - Insurance. His skill specialties include Data Analytics, Data Visualization, Computer Assisted Audit Techniques (CAAT), Stock Based Compensation (APIC/Windfall Pool and Grant Level DTA Tracking), and 162(m)(6) Limitation Impact (Tax Provision and Tax Return). Alan attended Santa Clara University and has a Bachelor of Science in Commerce, Accounting & Information Systems.