Predictive Planning: Fiction or Reality?

August 12, 2014
Hosted by Bonnie D. Graham

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Episode Description

The buzz: Planning. How healthy is your planning and budgeting process? If you’re using an heirloom Excel spreadsheet recipe with gut-feeling and short-term MBO ingredients, your CFO is surely hungering for more substance. Today, with mainstream, end-user focused tech tools, you have no excuse to NOT include modern technologies in planning and budgeting. Ready to base decisions on realistic insights instead of wishful thinking? The experts speak. Steve Player, Beyond Budgeting: “If you want to change the world, find someone to help you paddle the boat” (Navy Admiral W. H. McRaven). Paul Davis, NTT Data: “It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena” (Theodore Roosevelt). Pras Chatterjee, SAP: “Everything you can imagine is real” (Picasso). Tune in for answers to the pressing question, Predictive Planning: Fiction or Reality?

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Bonnie D. Graham

Bonnie D. Graham

Bonnie D. Graham has been producing and hosting live talk radio since 1998. She is the creator, producer and host of more than 25 weekly business thought leadership talk series presented by SAP under the banner of Coffee Break with Game-Changers Radio, which debuted in 2011. In a uniquely lively, unscripted roundtable discussion format, Game-Changers offers a broad range of expert business and technology insights to a global business audience.

SAP helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile device, SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. We do this by extending the availability of software across on-premise installations, on-demand deployments, and mobile devices.

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Episode Directory

October 2017

September 2017

August 2016

Akash Agarwal

Akash Agarwal leads all business development and indirect sales efforts for SAP’s Mobile Business Unit. He is a veteran business executive in high technology with over 20 years of experience spanning general management, marketing, product development, strategy, and sales. His experience is in the mobile, enterprise and consumer Internet, at both small and large companies. Akash has been an entrepreneur, founding and running several venture-backed Internet startups, and in management at HP (via Mercury acquisition) and Oracle Corporation. View Guest page

Episode Listing:

Paul Albert

Paul Albert is Chairman of Albert Investments and an experienced director of public and private companies, including chairmanships of audit, compensation, finance, governance, operating, and risk committees. For over 30 years, he has been an international investment banker and finance and capital market advisor. Previously, Paul was a Finance & Capital Market Consultant, Managing Director for Prudential Securities, and Private Company Shareholder for Morgan Stanley. Paul has served as a member of the board of directors for DigitalGlobe (1999-2013), American Tower (2005-06), SpectraSite (2003-05), Teletrac (1999-2001), and CAI Wireless Systems (1998-99). View Guest page

Episode Listing:

John Arellano


John Arellano has over 11 years of delivering SAP finance transformation engagements for Deloitte’s Aerospace & Defense and Aviation clients. Over the past 9 years John has helped Aerospace & Defense clients with technology solutions, providing leading practices, and developing and delivering government-compliant systems. In addition to his client work, John is a member of the SMU’s Mentorship Program that helps encourage, influence, and impact students as they transition from college to their careers. As a result of his performance and advancement potential, John was nominated and was accepted into Deloitte’s prestigious Emerging Leaders Development Program. This program is a cross-functional professional development program that provides John the opportunity to gain a deeper knowledge of how to be successful in strengthening client relationships, building a professional network, projecting a strong executive presence, and refining negotiation and conflict management skills. View Guest page

Episode Listing:

David Axson

David Axson is a Managing Director with Accenture Strategy and leads the firm’s global CFO Strategies practice. He has more than 30 years’ experience working with clients in more than 40 countries specializing in strategy, finance and technology. He is the author of a number of books including The Management Mythbuster (Wiley 2010) and Best Practices in Planning and Performance Management (Wiley 2003). A sought-after speaker, David has been the keynote speaker at events on five continents. Prior to joining Accenture, David was a cofounder and chief operating officer of The Hackett Group where he developed many of the firm’s market-leading benchmarks and also helped lead the company from start-up to IPO during his 12 years with the firm. He also served as Head of Corporate Planning at Bank of America and prior to moving to the U.S. in 1991, David worked for A.T. Kearney, Deloitte, Haskins & Sells and Lloyds Bank in London, England. View Guest page

Episode Listing:

Thiagu Bala


Thiagu Bala, Deloitte Consulting, Senior Manager, is an experienced leader with over 20 years of business and IT Consulting experience. He has been focusing in Business Planning, consolidation and financial transformation projects. He has architected and delivered several financial transformation solutions which have met the needs of enterprise-wide strategic goals with SAP BPC and analytics toolsets across a broad spectrum of industry verticals. Thiagu is certified in SAP BW, BPC, Integrated Planning & HANA. He had several speaking engagements at SAPPHIRE, SAP Financials, and ASUG. View Guest page

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Thomas Bamberger

Thomas Bamberger is Senior Vice President and Chief Audit Executive at SAP since April 2012. In addition to transforming Corporate Audit into a modern audit department to become a trusted advisor within the company, he is responsible for Global License Auditing Services. He reports to Bill McDermott, SAP CEO, and has a second reporting line to Dr. Erhard Schipporeit, Audit Committee Chairman and member of SAP AG’s Supervisory Board. Before joining Corporate Audit, Thomas served as Chief Operating Officer and Chief Controlling Officer of the SQ&S Board area, responsible for process performance management, strategy to execution, transformation and change, and ensuring financial targets of the Board area. Previously, he was Chief Financial Officer for SAP Hosting. Thomas started at SAP in 1993 in Corporate Controlling, responsible for the legal entity controlling of various SAP subsidiaries. He set up the Sales controlling. He holds BA and MA degrees in Business Administration. View Guest page

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Brian Barnier

Brian Barnier is a business leader focused on corporate performance and valuation from an investor perspective. He is skilled in refining strategy and business models, understanding risks to return, and enabling leaders to execute. Currently he serves as a board member of a health care organization and co-founder of ValueBridge Advisors, analyzing corporate performance and risk to valuation. Brian shares market commentaries from the NASDAQ MarketSite and floor of the NYSE. He has led teams to earn nine tech patents. Previously, he held roles at IBM and Lucent Technologies. His affiliations include the International Corporate Governance Network (ICGN) and Open Compliance & Ethics Group (OCEG). www.brianbarnier.com View Guest page

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Richard Barrett

Richard Barrett, writer and commentator on finance, technology and business, writes the bi-weekly CFOKnowledge and tweets at @CFOKnowledge. One of the very first MBA graduates in the UK, he has enjoyed a varied career in sportswear, express delivery, insurance, and finally software. A sales and marketing professional by training, Richard’s business life has been mainly spent helping entrepreneurs build their companies and realize their value. His last position was an SVP of Global Marketing for ALG Software; the company was sold to BusinessObjects, which was then acquired by SAP in 2009. Richard has written publications and run master classes for the UK’s Chartered Institute of Management Accountants. He formally retired to the Isle of Harris in the Outer Hebrides in 2012, to run a guest house with his wife. View Guest page

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Alex Bennell


Alex Bennell is an SAP Financials applications consultant, experienced in implementation, optimisation and transformation projects, and now operates as a finance solution architect. Alex has a successful track record in the private and public sectors and extensive experience in industry sectors including retail, media and advertising, automotive, tax collection and local government. With his in-depth knowledge of “classic” finance, Alex is now leading on Simple Finance for Capgemini UK and is recognised more widely within the group for expertise in this area. With direct experience of Simple Finance proof of concepts and prototyping, he is working with customers in the UK and Europe to develop their IT roadmaps for finance. Currently working for a major UK brand in the FTSE100, Alex is leading the finance stream within a business transformation programme, for which SAP Simple Finance and new wave finance applications are a key component of the journey. View Guest page

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Kurt Bilafer

Kurt Bilafer is the Regional Vice President of Analytics for SAP Asia Pacific Japan (APJ). Under his leadership, the analytics team focuses on developing and driving the growth strategy that enables business excellence across the region, overseeing sales and operations, and improving customer satisfaction. Prior to this role, Kurt served in SAP as Global Vice President, Business Analytics & Technology solutions with Ecosystem & Channel Partners. He was also previously the National Vice President, Enterprise Performance Management (EPM) and Governance, Risk and Compliance (GRC) Solutions, SAP North America. Before joining SAP, Kurt worked with PricewaterhouseCoopers, where he was responsible for restarting the North America SAP Systems Implementation practice. View Guest page

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David Den Boer


David Den Boer founded Column5 Consulting in 2005. A dedicated professional services practitioner and entrepreneur, he has applied his significant technical delivery experience and broad experience providing solutions across a wide variety of industries and raising the standards for what success means within EPM. As a founding principal with the launch of Column5, David sought to extend the focus of EPM beyond just implementing technology, assembling a team of business process visionaries and senior product talent with unmatched ability to deliver world-class EPM solutions. Under David´s leadership, Column5 has evolved beyond its reputation for technically superior solutions to be an influential global provider of high value EPM solutions. His prior experience includes Director of Services at OutlookSoft, the original developer of SAP EPM’s BPC product, from 2000 to 2005. View Guest page

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Eric Bramley


Eric Bramley is a Senior Manager with Deloitte Consulting focused on enabling finance transformation using SAP. He has experience with large-scale, full lifecycle SAP business transformations across multiple industries. Over the past year, Eric has led multiple projects helping clients improve their finance function, ranging from incremental improvements to large implementations of new capabilities using new technologies. Recently, Eric helped a client reduce time to close and improve efficiency with user experience improvements using SAP Fiori on Business Suite on HANA. He also helped clients develop SAP roadmaps and deployment strategies, including a roadmap to implement a central SAP finance platform combining over 70 operational systems. Eric led the development of Deloitte’s Finance Transformation Accelerator preconfigured SAP solution powered by S/4HANA and leads Deloitte’s S/4HANA Solutions Innovations team. View Guest page

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Jim Braun

Jim Braun is an Enterprise Performance Management (EPM) Capability Leader at Capgemini, with 23 years of experience across multiple industries. He has demonstrated successes in leading large-scale EPM/SAP BPC projects combined with valued experience in accounting, finance, planning and budgeting, and reporting and analytics. Jim has worked in both consulting and in industry, including former roles as Senior Manager, Chief Financial Officer, and VP of Financial Planning and Analysis positions for “Big 4” consulting and/or Fortune 100 companies. His recent publications: The Seductive Promise of Big Data and Putting People First View Guest page

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Michael P. Cangemi

Michael P. Cangemi, CPA, CGMA, author and business advisor, is the former President, CEO and Director of Etienne Aigner Group, Inc., and President and CEO of Financial Executives International (FEI). He currently serves as President of Cangemi Company LLC, focusing on technology for business, Continuous Monitoring and Analytics for GRC and Business Process Improvement. Michael is a Senior Fellow for the Rutgers University Continuous Audit Lab; serves on FEI’s Committee on Finance & Technology; and is a Senior Advisor to Oversight Systems, CaseWare RSM, and a footwear company. He recently published “The Benefits of CM”. His CAE experiences were published in his second book, “Managing the Audit Function”, which was translated into Chinese and Serbian. Michael was Editor-in-Chief of the IS Control Journal from 1987-2007. In 2000, The Cangemi Audit & IT Audit Library was established at the University of Mississippi’s Auditing Archival Center to store his collection of IT audit books. View Guest page

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Bruce Carpenter

Bruce Carpenter commenced his career in New Zealand as an auditor for KPMG. After overseas experience in London, he moved to San Francisco where he was a Senior Manager in KPMG’s Forensic Accounting practice. In 2001 he moved to Sybase Inc. to develop an Internal Audit department. Here Bruce was responsible for Internal Audit and Enterprise Risk Management, and served as the company Compliance Officer. In 2012 Sybase won OCEG’s Principled Performance Award for excellence in the implementation of ERM company-wide. Subsequent to Sybase’s acquisition by SAP, Bruce has moved to the SAP Corporate Audit Department where he is VP Global Sales and Services Audit. In this role he works with line management to design and develop audits that best align with SAP’s ongoing sales strategy. View Guest page

Episode Listing:

Bruce Carpenter

Bruce Carpenter, VP, Corporate Audit at SAP, commenced his career in New Zealand as an auditor for KPMG. After overseas experience in London, he moved to San Francisco where he was a Senior Manager in KPMG’s Forensic Accounting practice. In 2001 he moved to Sybase Inc to develop an Internal Audit Department. Here Bruce was responsible for Internal Audit, Enterprise Risk Management, and served as the company’s Compliance Officer. In 2012 Sybase won OCEG’s Principled Performance Award for excellence in the implementation of ERM company-wide. Subsequent to Sybase’s acquisition by SAP, Bruce moved to the SAP Corporate Audit department where he is working with partners and customers to develop and implement SAP’s new mobile-enabled audit solution. View Guest page

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Nick Castellina


Nick Castellina is the Research Director for the Aberdeen Group’s Business Planning and Execution practice. He joined Aberdeen in 2010, with his primary research focused on the use of Enterprise Resource Planning (ERP) software. His research explores how ERP is used differently across industries, and how it can apply to all roles within the organization. Nick leads yearly studies on Enterprise Performance Management, Business Process Management, Professional Services Automation, and project management. His financial planning, budgeting, and forecasting research has extended his coverage into more general financial management topics, including tax management, accounting, reporting, compliance, treasury and risk, and the office of the CFO. Nick also plays a major part in the development of the Aberdeen Business Review. He holds a BS in Marketing from Bentley University and an MBA from the University of Massachusetts Boston with specializations in finance and marketing. View Guest page

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Pras Chatterjee

Pras Chatterjee is a Director of Product Marketing for Enterprise Performance Management specializing in planning solutions. Prior to joining Product Marketing, Pras was a Practice Manager for SAP Business Analytics Services in North America as a leader in the EPM practice. He has also served as a Solution Architect for the SAP Business Planning and Consolidation version for the Microsoft platform and SAP NetWeaver focusing on Planning and Consolidations around the globe. Pras is a Chartered Professional Accountant and has worked with various software firms in the EPM space. He has also had a career in Finance with various Fortune 500 organizations. View Guest page

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Ingmar Christiaens


Ingmar Christiaens is a partner in the Advisory practice of EY, based out of Belgium. He has more than 15 years of experience in SAP projects, focusing on Performance Management and Analytics, having worked for clients in Telco, Pharma and Chemicals industry. Ingmar is also leading EY’s Agile Business Finance initiative on EMEIA level. Outside of work, Ingmar is a passionate skier and diver. View Guest page

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Jon Church

Jon Church is Managing Director of cundus North America, a leading provider of business intelligence and reporting solutions. Today, Jon works with some of the largest organizations in North America to implement effective reporting solutions using state-of-the-art technology and industry best practices. He has brought vision and foresight to some of the most challenging issues in technology, including cautioning against the “Year 2000 panic,” highlighting the true benefits and risks of outsourcing, and optimizing business process to overcome the challenges of the future. View Guest page

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Gary Cokins



Gary Cokins (Cornell University BS IE/OR, 1971; Northwestern University Kellogg MBA 1974) is an internationally recognized expert, speaker, and author in advanced cost management and enterprise performance and risk management systems. He is the founder of Analytics-Based Performance Management LLC, an advisory firm in Cary, NC. He began his career in industry with a Fortune 100 company in CFO and operations roles, and then worked 15 years in consulting with Deloitte, KPMG, and EDS. From 1997 until recently, Gary was a Principal Consultant with SAS, a leading provider of enterprise performance management and business analytics and intelligence software. His two most recent books are Performance Management: Finding the Missing Pieces to Close the Intelligence Gap and Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics. His most recent book is Predictive Business Analytics (John Wiley & Sons). View Guest page

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Gloria Colgan

Gloria Colgan, Managing Director at Market Platform Dynamics, is a recognized leader in the successful design and deployment of new products and emerging payment strategies worldwide. With over 20 years of experience of working with financial institutions and retail partners, she has advised global providers of contactless payment, digital wallets, mobile and prepaid card products on product development and management, pricing, merchant acceptance capabilities, branding and communications. She has also negotiated top contracts and joint ventures in the emerging payment space. Gloria recently published a paper with her colleagues on “The Future of Cash.” She serves on the board of advisors for multiple start-up entities. Previously, Gloria was Senior Vice President at Discover Network, and has also worked for JPMorgan Chase, Sears Roebuck & Co. and McKinsey. Gloria has an MBA in Finance from the University of Chicago Booth School of Business. View Guest page

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Floyd Conrad


Floyd Conrad is the Global Senior Director of EPM & Finance with the SAP Center of Excellence. He has over 20 years of experience working in finance/accounting and performance management applications as both the vendor and customer in various industries. Floyd has developed and led a high-performing global team responsible for creating sales tools, enabling field, building pipeline and engaging in strategic deal support. His experience includes working with Oracle/Hyperion, KPMG and Citi. Floyd also has extensive experience in the field of Business Planning. He has co-authored books on OLAP and is involved actively with SAP customers to ensure they are successful in working towards best-in class planning initiatives. Floyd is active on the SAP speaking circuit at events including SapphireNow and SAP Insiders. View Guest page

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Colin Cooper

Colin Cooper is Commercial Director of ISSEL, a specialist SAP Partner focusing on SAP Strategy Management. His involvement with the product goes back over 10 years and in that time he has been involved in strategy designs, proofs of concept and implementations in the public and private sectors ranging from small not-for-profits to multinational organisations in different parts of the world. Colin sees performance management from both sides of the coin. Prior to getting mixed up in the software world, he spent 18 years on the other side of the fence as the one devising and executing strategies in the consumer durables manufacturing and consumer services businesses. As a result, he has a clear understanding of the pressures that clients face. View Guest page

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Robert D. Gould

Robert D. Gould, CPA, CIA, CISA, CRMA, and CPIM, is the Director, Internal Audit at Harley-Davidson, Inc. (H-D), is responsible for internal audit assurance and advisory services worldwide. Audits focus on financial, compliance, strategic and operational areas, including SOX requirements. Rob directs a staff of 13 auditors. He led development of the enterprise risk management program, recognized for excellence by the Risk and Insurance Management Society’s ERM Award of Distinction for 2013. H-D’s internal audit program was featured in the recent Institute of Internal Auditors publication, “Become a Strategic Internal Auditor: Tying Risk to Strategy”. Rob has held leadership roles in the IIA chapter and the MAPI Internal Audit Council. He is a graduate of Indiana University. Prior industry experience includes General Mills, FedEx, Arthur Andersen and Protiviti in the Accounting, Finance and Internal Audit areas. Rob rides a Harley-Davidson Heritage Softail Classic. View Guest page

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Nat D’Ercole

Nat D’Ercole is the Canadian leader for Deloitte’s Performance Management Technology (PMT) practice. He is a CA.IT and a CPA and has practiced as a consultant with Deloitte for 18 years, assisting F100, public sector and mid-market clients across North America with business-focused and technology-enabled Finance Analytic solutions. Nat leads over 30 practitioners in Canada focused on Oracle Hyperion, IBM Cognos and SAP Business Planning and Consolidation (BPC). He also leads the Deloitte Analytics IBM Community of Practice for North America, comprised of over 300 practitioners. Nat combines his Financial Consolidations, Internal and External Reporting, Budgeting / Forecasting and broad finance analytic information management expertise with proven project management, data governance and change management experiences to provide his finance clients with enterprise-ready analytics solutions. View Guest page

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Krishnakant “KK” Dave

Krishnakant “KK” Dave is a principal within the SAP/Technology practice of Deloitte Consulting LLP, with a primary focus on leading large scale SAP-enabled transformation projects working closely with the C-suite. His strong background in business process design and optimization, rooted in finance transformation and working with the office of CFO, includes process improvements, developing common processes, and service delivery model optimization. KK’s industry focus is in consumer and industrial products, including wholesale distribution, manufacturing, and consumer products and retail. This enables a valuable perspective on both ends of the consumer and industrial products spectrum, namely manufacturing and consumer products on the buy-side, and retail and wholesale distribution on the sell-side. Within Deloitte, KK has played several leadership roles in talent development, tools and methodology deployment, management support, and project quality assurance. View Guest page

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Paul Davis

Paul Davis is the Service Line Director for Enterprise Performance Management Solutions at NTT DATA America. He has worked in the EPM space since 1996 and has a reputation for advanced solution design and architecture. Active in a wide variety of roles including requirements gathering, design definition, engagement management, and delivery oversight, Paul been involved in the delivery of well over 300 EPM projects. He is an in-demand speaker at national and international events on the subjects of Budgeting, Planning, and Financial Consolidations best practices and solution road mapping. Paul has had a front row seat to the evolution of the EPM and BI industry, watching technologies rise and fall. He is excited to see the current direction into such game changing technologies such as cloud, mobile, big data and predictive analytics. View Guest page

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David Dixon



David Dixon, Partner Principal at TruQua Enterprises, is an internationally recognized author and speaker with two decades of hands-on SAP implementation experience. He co-authored the book, "Mastering the SAP Business Information Warehouse" written with Bill Inmon, the “father of data warehousing”, and white papers sponsored by Business Objects and SAP on Business Intelligence (BI) and Enterprise Performance Management (EPM). David was a Platinum Consultant at SAP specializing in financial consolidation, product costing and profitability analysis with expertise in information systems and tools, and has worked closely with SAP's development and marketing teams across the globe. David has worked with numerous C-Suite executives and translated their vision into successful implementations that stand the test of time, user adoption and value creation. David holds a Bachelor of Science in Finance and a Master of Science in Management Information Systems from the University of Virginia. View Guest page

Episode Listing:

David Dixon


David Dixon is one of the co-founders of TruQua Enterprises, a leading SAP software services and software partner specializing in finance and analytics. David is a recognized speaker at SAPinsider and SAPPHIRENOW + ASUG conferences, as well as SAP- and ASUG-sponsored webinars. He was also a featured speaker SAPinsider seminar series for “BPC Bootcamp” and “SAP S/4HANA Finance Bootcamp” around the globe. David co-authored the book, “Mastering the SAP Business Information Warehouse" written with Bill Inmon, the "father of data warehousing," as well as past white papers sponsored by Business Objects and SAP on Business Intelligence (BI) and Enterprise Performance Management (EPM) and SAP S/4HANA. David started his career in 1995 as a Financials and Controlling (FI/CO) consultant with SAP, specializing in financial consolidations, product costing and profitability analysis with particular expertise in the ERP information systems and tools. View Guest page

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Tom Durkin

Tom Durkin is the head of Integrated Channel Solutions at Bank of America Merrill Lynch. He leads his team in developing client-focused strategies, initiatives, and technology needs in Payments, FX, and Reconciliation across traditional Host2Host, SWIFT Corporate Access, and Electronic Bank Account Management. Tom takes an active role in the payments industry and is a leading thought leader with eBAM, ISO XML, and industry collaboration. He has spoken at SIBOS 2012, Eurofinance, AFP Global Treasurers Forum, Marcus Evans eBAM, vendor user groups including SAP Sapphire 2013 and IBM Smarter Commerce, and at Bank of America Merrill Lynch’s client advisory boards. Tom joined Bank of America from ABN AMRO in 2007, starting as the Global Corporate Execution Lead focusing on integrating the Treasury Products and managing client migrations to the new platforms. After the transition completed in July 2009, Tom was promoted to Product Executive for Integrated Channels within eCommerce View Guest page

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Regina Edmiston

Regina Edmiston is a principal in Deloitte Consulting. As leader of the SAP Finance Transformation Practice, she focuses on managing Global Technology Transformations and Enterprise-Wide Finance Redesign Initiatives across multiple industries including financial services, life sciences and consumer/industrial products. For more than 27 years, Regina has assisted global and mid-market organizations to address the challenges of optimizing and standardizing processes and data, information transparency, and ongoing governance focused on sustaining integrity in financial operations. With 20 years of experience with SAP technologies, Regina has led enterprise-wide engagements including finance and shared service transformation initiatives and managed more than 18 SAP-enabled transformation engagements. She also brings her solution delivery experience to other projects through advisory roles and ongoing quality and risk management reviews. View Guest page

Episode Listing:

John Elder

John Elder leads Elder Research, America’s largest and most experienced data mining consultancy. Founded in 1995, and with offices in Charlottesville, VA and Washington, D.C., Elder Research has solved projects in a huge variety of areas of mining data, text, and links. John has co-authored three books on practical data mining, ensembles, and text mining; two won PROSE awards for top book in mathematics or computer science. In addition to being the author of data mining tools, a discoverer of ensemble methods, the chair of international conferences, and a popular keynote speaker, John is best known for explaining complex analytic concepts with clarity, humor, and enthusiasm. He has degrees in Engineering (Systems, UVA + Electrical, Rice) and is an occasional Adjunct Professor at UVA. He was honored to be named by President Bush to serve five years on a panel to guide technology for national security. View Guest page

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Nilly Essaides


Nilly Essaides is Director of the Financial Planning & Analysis (FP&A) Practice at the Association for Financial Professionals. Nilly has over 25 years of experience in research, writing and meeting facilitation in the global finance arena. She is a thought leader on FP&A and corporate finance issues, a frequent author of multiple in-depth AFP Guides, as well as monthly articles, a contributor to multiple blogs and speaker at industry gatherings. Nilly also co-authored a book about knowledge management and how to transfer best practices with the American Productivity and Quality Center (APQC). View Guest page

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Jon Essig


Jon Essig, Senior EPM Solution Director at Simplefi, is an experienced BPC solutions expert with focus on consolidations, analytics and financial planning. He is a recognized industry expert, speaker and author. Jon has architected many solutions, working with c-level execs, corporate finance, regional business units, and IT to create a company-wide vision. His has delivered consolidations as well as planning models for Sales, Operations, HR, CapEx, and Expenses. Jon has 7-8 years of experience with OutlookSoft/BPC Solution in Industry as well as Consulting. He also has ten years of experience in various financial roles, including: consolidations, financial analysis, audit, SOX, financial closes, tax, and forecasting / budgeting. Jon earned a BS degree in Finance from Northern Illinois University and is a Certified Public Accountant (CPA). View Guest page

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Dan Fagan


Dan Fagan is a member of SAP America’s Industry Value Engineering (IVE) team where he focuses on helping customers assess the business value and impact of SAP S/4HANA and SAP Simple Finance. He joined SAP in 2006 to help SAP grow the global business performance benchmarking program. Before moving to the America’s team, Dan spent many years on SAP’s Global Value Engineering team where he created, launched and supported business process benchmark offerings. Dan led the design, development and launch of SAP’s next generation global benchmarking and business case building platform, Value Lifecycle Manager (VLM). Prior to SAP, Dan headed business development for a cloud sales proficiency management/training company (Quelsys) and spent many years managing global benchmarking practices at Gartner. Dan holds an MBA in International Business and a BS in Computer Information Systems. View Guest page

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Heike Fiedler-Phelps

Heike Fiedler-Phelps is the Global Head of GRC Services for SAP, and part of the SAP Analytic Services group, a solution office to accelerate creation and adoption of innovative services, and Analytic Services Talent Development. Heike has been with SAP since 2000 and has a strong background in ERP and operational systems. She is a Fellow, Integrated Service Delivery (ISD) - Marketing and Communications, for SAP Consulting; a Platinum Consultant and Practice Lead, National Competency Center, for SAP Real Estate (RE-FX); and a member of The Yukon Quest International. Heike is passionate about leading people, organizational governance, and making the world run better. View Guest page

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James Fisher

James Fisher is vice president of marketing for Analytics at SAP, where he is responsible for go-to-market strategy, positioning and messaging, demand generation and events, roadmap communications, and is a key stakeholder in solution strategy. James has more than 15 years of experience in the analytics, performance management and finance industry. He joined SAP with its 2008 acquisition of Business Objects, where he led EPM solution marketing. He held solution marketing, global communications, and EMEA field marketing positions with Cartesis, a Paris-based EPM company subsequently acquired by Business Objects in 2007. Previously, James held consulting positions with PwC, in its Group Reporting Services team, and KPMG, where he was a tax consultant. View Guest page

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Renee Ford

Renee Ford, a managing director in Accenture’s SAP practice, has over 18 years of experience in large, complex ERP delivery. Renee has worked across various industries guiding clients through all aspects of the SAP implementation project lifecycle. She has spent the last 12 years working with Health and Public Service clients implementing SAP, including the last 3 years working with large state government agency. Renee serves as the North American SAP Finance domain lead and as such, has responsibility for capabilities and resources within the SAP Finance space across North America View Guest page

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Thomas Fox

Thomas Fox has practiced law in Houston for 25 years. He is now an independent consultant, assisting companies with anti-corruption and anti-bribery compliance and international transaction issues. He was most recently the General Counsel at Drilling Controls, Inc., a worldwide oilfield manufacturing and service company. He was previously division counsel with Halliburton Energy Services, Inc., where he supported Halliburton’s software division and its downhole division. Tom is the author of the award winning FCPA Compliance and Ethics Blog and the international best-selling book, “Lessons Learned on Compliance and Ethics”. His second book, “Best Practices Under the FCPA and Bribery Act,” was recently released. He writes and lectures across the globe on anti-corruption and anti-bribery compliance programs. View Guest page

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John Fraser

John Fraser is Senior Vice President, Internal Audit & former Chief Risk Officer of Hydro One Networks Inc., one of North America’s largest electricity transmission and distribution companies. In his audit role, he reviews key risks in the business, including finance, technology, safety, environment, and operations. Previously, he was Senior Vice President, Quality Assurance, at Newcourt Credit Group Inc., and Director, Internal Audit, at Scott’s Hospitality Inc. John has co-authored publications on internal audit and enterprise risk management, including the CICA’s Questions Directors Should Ask about Risk and 20 Questions Directors Should Ask about Internal Audit. He is co-editor of a 2010 bestselling university textbook, Enterprise Risk Management: Insights and Analysis on Today's Leading Research and Best Practices. John teaches Strategic Risk Oversight for Board Directors at The Directors College and a Master’s degree course on enterprise risk management at York University. View Guest page

Episode Listing:

William Fuessler


William “Bill” Fuessler is currently the Global Finance, Risk, and Fraud Leader for Global Business Services for IBM. In this capacity, Bill is responsible for all aspects of go to market strategy development, marketplace offerings, solutions and asset development, and delivery of engagements involving the Finance, Risk & Fraud. Bill has delivered numerous Finance Transformation projects including finance process re-design, enhancing data consistency, developing target operating models, and advanced analytics. View Guest page

Episode Listing:

David Furgason



David Furgason is a Director in Deloitte Consulting’s Technology Service Area with a focus on SAP Package Technologies. He has more than 30 years of professional experience including 13 years of tax accounting and finance experience and more than 18 years leading ERP-enable finance transformation programs. David has deep experience leading complex, multi-national technology-enabled finance transformation programs driven by enhanced technology platforms, updated business processes and performance opportunities for our firm’s largest client’s talent. David has worked with clients in the United States, the United Kingdom, Mexico, Japan and China to design and deploy global business process models and data models that harmonized operations for as many as 42 countries. Within Deloitte Consulting, David is a member of the Leadership Team for the US SAP Finance Transformation practice and is the leader for the development of Revenue Recognition and Lease Accounting integrated solutions. View Guest page

Episode Listing:

David Furgason

David Furgason is a Director in Deloitte Consulting’s SAP Package Technology Practice as well as a leader of Deloitte’s Finance Transformation programs. David has served as the Global Business Process Lead for Deloitte’s largest multi-national clients in the Retail, Entertainment and Oil & Gas industries. In this role, he has developed and deployed ERP-enabled Global Business Process Models that deliver enhancements to the finance business processes, the finance organization and the financial systems of record for Deloitte’s clients. David’s prior Finance and Tax Accounting career directed his focus on matters related to the change in accounting standards for Revenue Recognition, Lease Accounting and Asset Accounting globally and the impact to a client’s financial system of record. View Guest page

Episode Listing:

Malte Globig

Malte Globig, CIA, is Head of Internal Audit at Flint Group, one of the largest suppliers to the printing and packaging industry worldwide. Hired into this position in 2013 to revitalize Flint Group’s Internal Audit function, he is developing his team into trusted advisors to management and the board. Prior to joining Flint Group, Malte helped establish the Internal Audit function at Elster Group, a world leader in measuring and improving the flow of natural gas, electricity and water. There he was instrumental in conceptualizing and implementing a partially automated audit system to keep compliance costs down. Early in his career, he showed large corporations how to re-engineer and optimize their business processes as a consultant and a Six Sigma Black Belt. When not pursing his passion of process excellence, he can be seen on his road bike in and around Philadelphia, PA. View Guest page

Episode Listing:

Pete Graham



Pete Graham, Director, Finance Solutions and Mobility at SAP, leads the global activities on IFRS (International Financial Reporting Standards) accounting change such as revenue recognition, and mobility for Finance Solutions. He also covers in-memory and cloud solutions such as SAP Simple Finance. He often helps customers understand the latest information about SAP solutions and how SAP solutions can make their companies run better. Pete also works with SAP colleagues and Partners to bring new solutions to market. He has more than 15 years of experience in the enterprise software industry in a variety of product and operational roles. View Guest page

Episode Listing:

Joshua Greenbaum

Joshua Greenbaum, Principal, Enterprise Applications Consulting, has over 30 years of experience as a computer programmer, architect, author, consultant, and industry analyst. He was one of the first analysts to follow the modern enterprise software market, and published the first analysis of SAP R/3 for the U.S. market in 1992. His current research topics include big data and “big analytics”, the industrial internet/internet of things, user experiences, mobility and cloud technologies and deployment. Josh regularly consults with leading public and private enterprise software, analytics, infrastructure, implementation, and hardware companies, and advises end-users on technology infrastructure and applications selection, software development, and implementation issues. View Guest page

Episode Listing:

Tony Guetersloh


Tony Guetersloh is the Analytics Practice Lead at TruQua with more than 17 years of experience managing, delivering and strategically planning large scale global SAP implementations, specializing in SAP S/4HANA Finance, Financial Planning and Reporting, BI, Analytics and Data Warehousing. He has managed and delivered multiple enterprise-wide projects where he deployed the latest SAP financial and analytics solutions including SAP S/4HANA, SAP Central Finance, SAP BPC 10.1 and SAP Analytics Cloud. He has a strong functional financial background with an MBA in Finance, as well as deep technical experience with data architecture design, solution modeling and data visualization in the analytics space. Tony’s functional expertise spans across multiple business process areas which he leverages drive SAP solution delivery in a manner that best meets end-user needs and maximizes business value. View Guest page

Episode Listing:

Jeff Hattendorf


To borrow a phrase from the iconic stock brokerage advertising campaign, “When Jeff Hattendorf speaks, people listen.” In an industry characterized for doling out advice, Jeff comes up with solutions. He specializes in solution architecture, process design, data integration, contract negotiation, engagement leadership and training, and is certified in multiple versions of SAP Finance, Business Planning and Consolidation software. As COO and Co-Founder of Macrospect, Jeff oversees every client engagement and plays an instrumental role in helping Macrospect clients gain clarity where it counts. His category experience includes financial services, oil and gas, transportation, healthcare pharmaceuticals and technology, to mention a few. A graduate of the University of Texas at Austin and the TCU M.J. Neeley School of Business, Jeff is a former National Merit Scholar, current member of Mensa and frequent guest panelist, speaker and commentator on all things SAP. View Guest page

Episode Listing:

Kevin D. Heckel



Kevin D. Heckel, Director, Deloitte & Touche LLP, Cyber Risk Services, has over nineteen years of experience in risk compliance, application security, business process controls, information technology controls design and implementation, and assessments of policies and procedures, with specialization in application security and business process controls. Kevin has served as a project manager/thread lead on several projects ranging from targeted assessments to compliance solution implementations to full scale enterprise transformation projects. He is a Certified Information System Security Professional (CISSP). View Guest page

Episode Listing:

Patrick Hickey


Patrick Hickey, P.Eng, Partner, Jump Analytics Inc. is a proven business consulting executive helping companies improve business through analytics, cloud innovations and Enterprise Performance Management. Pat has had a successful career at both SAP and the SAP partner community with building large consulting and sales teams. He has been responsible for delivering customer centric business solutions for the Office of the CFO along with providing advisory services to customers and contributing to many project steering teams. View Guest page

Episode Listing:

Drew Hofler

Drew Hofler is Director, Solutions Marketing for SAP Cloud & Network Solutions. In this role, he is responsible for Ariba’s Network and Financial suite of solutions including AribaPay, the groundbreaking new B2B Payment solution from SAP and Ariba. Mr. Hofler brings almost 20 years of financial services, operations, and software industry experience to SAP. Prior to joining the company, he served as Vice President, Treasury Product Management for PNC Bank and Director, Payment Systems at Tier Technologies. Drew began his career at Thrivent Financial. He has been interviewed and quoted widely in finance and supply chain industry publications around the topics of eInvoicing, Shared Services, dynamic discounting, working capital management, payment and Networked Economy related issues, and has published a number of articles on these subjects. View Guest page

Episode Listing:

Andrzej Hutniczak


Andrzej Hutniczak, Capgemini, SVP - Business Services Innovation, is a Senior Vice President at Capgemini Business Services responsible for Innovation. Starting his career working for Coopers and Lybrand, followed by PwC, Andrzej has over 19 years of industry experience, 15 of which have been in various BPO roles, including a number of delivery, transition, transformation, solution and account management leadership positions. In recent years, Andrzej has overseen the complex delivery of end to end processes provided from multiple centers across the globe – and in 2013, he took on a global role as the Head of Finance and Accounting with a mission of sustaining Capgemini’s market-leading position in Finance and Accounting outsourcing. Since 2014 Andrzej has been leading a global team of solution and commercial architects. He is also responsible for managing the entire BPO Product life cycle and ensuring that Capgemini's innovation is well captured in our solutions. View Guest page

Episode Listing:

Rajen Iyer

Rajen Iyer is the co-founder and CTO at Krypt, Inc., one of the fastest growing Global Trade and Supply Chain solution providers, with add-on products and services. Rajen is a thought leader with several in-depth articles, patents and best seller books on SAP Logistics and GTS. He is also an invited speaker at industry conferences. View Guest page

Episode Listing:

Rob Jenkins



Rob Jenkins is a finance executive for SAP with over 20 years of experience in leading high-technology and professional services companies. He consults with CFOs on technology, analytics and performance management. Rob has served as Vice President Corporate Finance and led finance transformation. His leadership experience also includes Corporate Development, M&A, Strategic Planning and Consulting. He has designed and implemented customer profitability, business planning, process improvement, and performance measurement systems in multiple organizations. Rob began his career as an auditor with a Big 4 CPA firm. He holds an M.S. in Accounting and is a CPA, CMA & CFM View Guest page

Episode Listing:

Matt Johanson

Matt Johanson is Vice President for Discover Network, a business unit of Discover Financial Services. Mr. Johanson is responsible for leading Discover Network with overall responsibility for Network Marketing, Product and Emerging Payments, and Network Operations. Since joining in 1996, he has held positions of increasing responsibility within Information Technology, Operations and Business Development. In his immediate prior role, Matt was responsible for Discover Network Operations and Payment Services-wide risk management. Prior to that, he was responsible for Discover acceptance throughout North America, oversaw Discover’s relationships with merchant acquirers, and served as ex-officio member of the Electronic Transactions Association’s Board of Directors. He is enrolled in the Kellogg School of Management Executive MBA program. Before Discover, Matt held leadership roles in Information Technology with Caterpillar, Hewitt Associates and Eastman Kodak Company View Guest page

Episode Listing:

Nancy J. Jones

Nancy J. Jones, CMA, MBA, has industry experience as a systems administrator, corporate controller, and business consultant. She left “corporate America” to teach full time in Accounting and Information Systems for California State University-Chico in 2005. In 2013 she transferred her skills to San Diego State University where she currently teaches several graduate level courses in accounting information systems. Known for innovative teaching and curricula development, Nancy is heavily involved in the SAP University Alliances, particularly in the area of data analytics and business intelligence. A self-proclaimed accounting analytics evangelist, Nancy believes that all accountants and finance people need to learn to understand the data better. Nancy’s co-authored textbook, Practical Analytics, is scheduled for publication by Epistemy Press in March 2015. View Guest page

Episode Listing:

Thorsten Jopp

Thorsten Jopp, a Solution Manager at SAP, led the development of SAP Disclosure Management and SAP Notes Management at cundus before he joined SAP Solution Management. Now driving the future of the SAP Disclosures solution, he is responsible for APJ and EMEA and is in close contact with customers and partners. Thorsten designed SAP’s solution for one of the biggest XBRL filing requirements in Europe, the German E-Bilanz (electronic tax balance reporting). View Guest page

Episode Listing:

Christopher Juneau


Christopher Juneau, Concur Vice President Marketing of Americas, Global Accounts and Channel Marketing, has been with Concur for 15 years, and currently leads all demand generation and marketing efforts within the Americas, Global Accounts and Channel Marketing worldwide for Concur. He has extensive international experience having managed Marketing for Australia, Asia-Pacific for three years. He also spent nearly two years in Europe where he opened Concur’s European Centre of Excellence in Prague, Czech Republic and opened new markets in central Europe. Christopher has served on the board of the Global Business Travel Associations and has spoken at numerous Corporate Travel conferences around the world. He resides in Seattle, WA when not traveling internationally. He received his Masters in Business Administration degree from Emory University and holds a Bachelor of Science Degree in Chemical Engineering from Louisiana State University. View Guest page

Episode Listing:

Brian T. Kalish


In addition to Brian T. Kalish’s robust consulting and advisory practice, he is available as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. He has spoken all over the world to audiences large and small and writes on a regular basis. Brian is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtable meetings in North America, Europe, Asia and soon South America. He is the former Executive Director – Global FP&A Practice at AFP. Brian has 20+ years of experience in Finance, FP&A, Treasury and Investor Relations. Before AFP, he held treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. Brian attended Georgia Tech, in Atlanta, GA for undergraduate studies and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation. View Guest page

Episode Listing:

Neil Krefsky


Neil Krefsky is responsible for the development and execution of the product marketing strategy for SAP’s Cloud solutions for the finance line of business including SAP Cloud for Travel and Expense and SAP Simple Finance. He joined SAP in 1998 and spent his first 11 years in presales as an expert in all SAP Finance Line of Business related solutions including ERP, FICO, Travel Management, GRC, and EPM. The past four years at SAP, Neil has focused as a product marketing expert in the areas of Cloud, Financials, SAP Simple Finance, Travel Management and Sustainability. Prior to joining SAP, Neil practiced as a CPA for Deloitte & Touche, as well as a consultant for a venture capital and business consulting firm that helped entrepreneurs take their companies public and obtain large sums of venture capital. View Guest page

Episode Listing:

Robert Kugel


Robert D. Kugel CFA, is SVP & Research Director - CFO and Business Research at Ventana Research. Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and business. His research agenda includes the application of IT to finance and business process optimization – particularly continuous accounting and continuous planning; control systems and analytics; and price and revenue optimization. Previously, he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder. View Guest page

Episode Listing:

Melissa Lea

Melissa Lea is Chief Global Compliance Officer for SAP Group Companies. She joined SAP in 2002 as Compliance Manager for Human Resources in the U.S. In 2005, she took over Legal Compliance for SAP’s Americas Region. In 2007, she relocated to Walldorf, Germany and accepted her current role. Melissa reports to SAP’s General Counsel, with a dual reporting line to the Audit Committee of the SAP AG Supervisory Board. She manages a team of 26 attorneys located in high risk and high business volume geographies throughout SAP’s subsidiaries. Her team specializes in international laws related to bribery and corruption prevention, competition law, revenue recognition and U.S. Securities and Exchange Commission (SEC) regulations, international trade compliance, international employment law, and white collar crime. Melissa oversees a network of 83 local subsidiary compliance officers in SAP’s subsidiaries globally. In the U.S., she is a member of the Florida and Pennsylvania state bars. View Guest page

Episode Listing:

Saret van Loggerenberg

Saret van Loggerenberg is the Manager Risk & Compliance for Exxaro Resources Limited, which she joined in 2008 as Assistant Company Secretary. In 2009, Exxaro embarked on Project Siyaya, a major restructuring initiative for which Saret was tasked with re-organisation of all governance, risk and compliance processes, and choosing the enabling technologies to support these processes. Earlier in her career, Saret joined Sheibert & Associates in Cape Town as a Candidate Attorney in 2001. In 2002 she was appointed in KPMG’s Information Risk Management Department, advising clients on the legal aspects of Information Security, Privacy and Data Protection. Soon after joining the Regulatory and Compliance Services team, she was promoted to Manager and Senior Manager. She also assisted KPMG internationally in formalizing their Compliance Arrangement methodology. Saret earned a BLC degree and LLB from the University Pretoria, and a postgraduate degree in European Law cum laude View Guest page

Episode Listing:

Bo Lykkegaard

Bo Lykkegaard is associate vice president for the Software Tracker, Public Cloud Services Tracker, and European Enterprise Applications research. He focuses on the composition and developments of the broader Western European software market, in additional to detailed studies of ERP, CRM, HR, and payroll applications. Specific research areas include market analysis, competitive analysis, user case studies, end-user surveys, and software market splits by vertical and company size segments. In addition, Lykkegaard analyzes the impact of new trends, such as as-a-service, blurring between consumer and enterprise, and digitalization of business models and employee processes. Finally, he delivers consulting on custom market models, return-on-investment analysis in the software projects, and other topics. View Guest page

Episode Listing:

Norman Marks

Norman Marks, CPA, CRMA is Vice President, Evangelist at SAP, focusing on governance, risk management, internal audit, compliance, enterprise performance, and the value of information. Prior to Business Objects’ acquisition by SAP, he was their Vice President of Internal Audit responsible for internal auditing, risk management, the Sarbanes-Oxley Section 404 (SOX) program, and license compliance. Norman has been chief audit executive of major global corporations since 1990, and is a globally-recognized thought leader in the professions of internal auditing and risk management. He is the author of the Institute of Internal Auditors’ “Minimize Costs & Increase the Value of Your Sarbanes-Oxley 404 Program”, described as “the best Sarbanes-Oxley 404 guide out there for management”. He has been honored as a Fellow of the Open Compliance and Ethics Group, and as an Honorary Fellow of the Institute of Risk Management. View Guest page

Episode Listing:

Nola Masterson

Nola Masterson is the Managing Director of Science Futures Management Company, LLC, a 30-year old investment and advisory firm. She is a biotechnology industry leader and successful visionary thinker with more than 40 years of business experience in the life sciences industry and in venture capital investments. Previously, Nola was a Venture Partner with TVM Capital GmbH, and co-founder and President of Sequenom, Inc. Her affiliations include: chairwoman, board of directors, Repros Therapeutics Inc.; chairwoman emeritus, BayBio Institute; member, American Diabetes Association Leadership Board for Silicon Valley; board member, Stillheart Institute. www.sciencefuturesinc.com View Guest page

Episode Listing:

Joe Mastro


Joe Mastro is a Director at Deloitte with over 25 years of experience in the Performance Management Technology space. Prior to Deloitte, Joe was Vice President of the SAP Practice for Global Analytics, one of SAP’s top 3 boutique consulting partners. Joe was also a founding member of OutlookSoft (acquired by SAP), where he headed Consulting Services. Prior to this, he spent 13 years at IMRS/Hyperion Software, where he started in consulting and held senior management positions ranging from the generation of new product concepts, to leading global sales support and the launching of new service divisions. Joe has assisted hundreds of clients realize the benefits derived from implementing Performance Management Technologies (consolidations, planning, forecasting, scorecards, analysis) by understanding the current state of his clients financial/operational processes and systems, then defining a future state by laying the foundation with the leading practices in each of these disciplines. View Guest page

Episode Listing:

Chris McClean


Chris McClean, Vice President, Research Director at Forrester, leads a team of analysts covering topics including risk management, compliance, audit, information security management, and brand protection. He also leads the company's coverage of governance, risk management, and compliance (GRC). In this role, he helps clients around the world implement successful strategies, best practices, and technologies to support GRC programs as well as related functions such as enterprise risk management, corporate compliance, and corporate responsibility. His previous experience includes marketing and public relations for security, compliance, and risk management vendors. Chris has an M.S. in business ethics and compliance from the New England College of Business and Finance and a B.S. in marketing from California State University, Fresno. View Guest page

Episode Listing:

Bruce McCuaig

Bruce McCuaig, B Comm. CA, CRMA, CCSA, is Director, Solution Marketing for SAP Governance Risk and Compliance (GRC) Solutions. He is specifically responsible for the SAP Risk Management and SAP Audit Management solutions. In this capacity he promotes thought leadership and best practices for GRC professionals. Bruce has had experience as a Chief Audit Executive of a major oil and gas company, Chief Risk Officer of a technology company and has spent years consulting with clients in the application of technology to GRC practices. Bruce has also served as a director, Audit Committee Chair and Board Chair of a nonprofit organization and has written and spoken extensively on GRC related topics. View Guest page

Episode Listing:

Laurie McCulley

Laurie McCulley is a Partner with Treasury Strategies, a leading treasury management consulting firm. As head of the Treasury Technology practice, Laurie is responsible for helping clients select and implement technology to optimize treasury. She has experience in corporate treasury and bank capital markets through previous assignments with PACCAR, Airborne Express, Ford Motor Company, Bank of America and UBS. Laurie is a CTP. She earned her B.A. degree in International Relations from Pomona College and MBA degree from Seattle University. View Guest page

Episode Listing:

John McGaw

In his America's Revenue Recognition Leader role at Ernst and Young (EY), John McGaw enjoys engaging in discussions with leading organizations about not only the challenges of adopting the new standard but also the organizational opportunities that many will look to realize. With the innovative thought leadership and global delivery strength of EY’s advisory, assurance and tax teams behind him, John looks forward to continuing to help clients through their RevRec journeys. View Guest page

Episode Listing:

Elizabeth McNichol

Elizabeth McNichol is a Director at PwC and a member of the firm's IT and Process Assurance practice. She has over 13 years of experience providing corporate financial, compliance and technical risk mitigation services, along with leadership experience in major business consolidation and SAP implementations. She serves in a national role for PwC as a SAP GRC Lead, focusing on risk mitigation strategies for companies implementing or using SAP solutions. She is the SAP GRC Process Controls (PC) National Lead, responsible for the firm's PC methodology, training development and related compliance sustainability efforts. She serves on the Global Subject Matter Expert team for SAP, and is a developer and instructor for the firm’s SAP GRC Process Controls, Security and Controls audit training, SAP Manager training, and SAP Orders-to-Cash module training. Elizabeth leads and performs process optimization engagements with a focus on improving the business' use of integrated solutions. View Guest page

Episode Listing:

Eric Merrill


Eric Merrill is a Senior Manager within Deloitte Consulting’s Strategy & Operations Finance practice, with a focus on Corporate & Business Unit Forecasting, Planning and Analytics. He advises CXO’s of Consumer Products companies on how to apply strategy, process and analytics to enable better business decision making company-wide. Recently, Eric completed complex Merger Integration and Finance Transformation projects at a $40B global consumer products company. These projects have directly contributed to improved EPS results, as well as enabled operational efficiencies and greater analytical transparency across the organization. Eric specializes in working with clients to develop analytical capabilities and to manage change in complex environments. View Guest page

Episode Listing:

Elizabeth Milne


Elizabeth Milne has over 20 years of experience improving the software solutions for multi-national, multi-billion dollar organizations. Her finance career began working at Walt Disney then Warner Bros in the areas of financial consolidation, budgeting, and financial reporting. She subsequently moved to the software industry and has held positions including implementation consultant & manager, account executive, pre-sales consultant, solution management team at SAP, Business Objects and Cartesis. She graduated with an Executive MBA from Northwestern University’s Kellogg Graduate School of Management. In 2014 she published her first book, “Accelerated Financial Closing with SAP.” She currently manages the accounting and financial close portfolio for SAP Product Marketing. View Guest page

Episode Listing:

Scott L. Mitchell

Scott L. Mitchell is the chair of OCEG, a global nonprofit community with over 40,000 members, creating authoritative resources for achieving Principled Performance by integrating the governance, assurance and management of performance, risk, compliance and ethics (GRC). Scott has been featured in the Wall Street Journal and Institutional Investor as a business leader, and recognized for his work in corporate governance by Business Finance, Treasury and Risk, and Directorship magazines. He is an angel investor with exits to NCSOFT, DHX Media, SkillSoft, and SonicWALL/Dell. Scott started his career at the Small Business Administration and Andersen Consulting. A technologist at heart, he founded his first software company in 1997 based on two patents. He is the co-founder of LoopLogic (video with lead generation) and EventDay (all-in-one event management software). He also serves on nonprofit boards of Children's Museum of Phoenix and Walk with a Doc. View Guest page

Episode Listing:

Martin Mrugal


Martin Mrugal is responsible for SAP’s innovation agenda for North America including the Chief Customer Office, Solution Engineering, Industry and Value Engineering and the Centers of Excellence organizations. He is also the Executive Sponsor for S4/HANA Platform. His career with SAP spans over 17 years. Prior to this, Martin was COO for the Ariba Cloud Procurement and Business Network. He also held positions as COO for Industry Solutions and head of SAP’s Manufacturing Industries and Solutions business globally. On an assignment for the SAP Executive Board, Martin worked on a software development change management program. Previously, as National Vice President and General Manager responsible for Mid-sized Enterprise Solutions and Products, Martin directed the North American strategy, launch and sales of a new software as a service (SAAS) solution called Business By Design. Before SAP, Martin spent 12 years at Consolidated Rail Corporation (Conrail). View Guest page

Episode Listing:

Karuna Mukherjea


Karuna Mukherjea is currently a Senior Director of Product Marketing in SAP’s Enterprise Performance Management (EPM) team. She has extensive experience with Finance and EPM applications. Karuna specifically focuses on new technologies like Cloud and Mobility and how it relates to Finance. She is a regular speaker at SAP events and other industry marketing events and webinars mostly commonly speaking on Finance and Analytics Innovation topics. Prior to joining SAP she spent a decade at Oracle responsible for product management and strategy of BI applications for Finance Organizations. She holds an advanced degree in Accounting as well as an MS in Finance. View Guest page

Episode Listing:

Surya Mukherjee

Surya Mukherjee is a Senior Analyst for Ovum’s Information Management team, responsible for the analysis of enterprises’ Business Intelligence technology investment priorities and vendor evaluations. He is also a public speaker on BI and Data Warehousing infrastructure. Prior to joining Ovum, Surya worked as a strategy analyst with Deloitte Touche Tohmatsu, the global consulting and auditing company. His experience in working with various areas of enterprise IT – software, hardware, and services – helps him present a 360 degree view to customers. In his free time, Surya teaches corporate finance in local business schools and practices the ancient martial art of Taekwondo. View Guest page

Episode Listing:

Renee Murphy

Renee Murphy is a senior analyst at Forrester, serving Security & Risk Professionals. She covers governance, risk, and compliance (GRC), with a special focus on audit, controls management, information security, and risk management. In this role, she helps Forrester clients strengthen their risk and compliance environments based on her extensive audit experience and technology expertise. Renee is also a frequent speaker at vendor events and industry conferences on subjects such as security and risk best practices and guidance on the implementation of Control Objectives for Information Technology (COBIT). View Guest page

Episode Listing:

Martin Naraschewski


Martin Naraschewski, Vice President of Finance Solutions at SAP SE, is responsible for the global go-to-market of SAP’s dedicated software solutions for Finance, including the areas of Accounting, Treasury, Finance Operations and Finance Shared Services. In his previous role he was responsible for SAP’s global licensing strategy and pricing. Before joining SAP in 2005, Martin was advising various clients in the High Tech and Telecommunications industries on Corporate Finance and Strategy topics as a top management consultant. View Guest page

Episode Listing:

Elvia Novak

Elvia Novak is a New Jersey-based Director in Deloitte’s Audit and Enterprise Risk Services practice with more than 25 years of experience with 19 focused on internal controls, security, and compliance experience in a variety of sectors and, in particular, life sciences, consumer & industrial products. Elvia has a broad base of experience from serving clients in external audit, internal audit, and consulting / advisory roles for global clients. Elvia has leveraged her prior experience in supply chain and manufacturing to help her clients secure and control their global SAP deployments. Elvia’s area of specialization revolves around risk control and compliance. Elvia has deep experience in information technology audits, assessment of control environments and addressing critical client remediation needs, providing recommendations, and supporting numerous compliance initiatives. View Guest page

Episode Listing:

Michael J. O'Leary

Michael J. O'Leary, CPA, is a Partner and the Global Internal Audit leader at EY, where he leads the innovation, thought leadership, methodology, client service and go-to market growth initiatives around internal audit services. Prior to this current role, Mike was the Risk Practice Leader of EY’s Risk practice for the Midwest region in the United States, responsible for the practice P&L, client service, business development, people and quality matters across a sub-service line in ten states, including internal audit co-sourcing and outsourcing, enterprise risk and risk transformation, internal control advisory and compliance, contract risk services and other assorted focus areas. From July 2008 - January 2011 he was the Office Managing Partner for the Rochester and Syracuse, New York offices. Mike began his career in the Assurance practice of EY in 1995 in Buffalo, New York, and transitioned to the Advisory practice in 2001. He was admitted to the Partnership in 2007. View Guest page

Episode Listing:

David Ormerod


David Ormerod is a Business Development Expert in the SAP EMEA Centre of Excellence for Finance. David has over 20 years of experience in designing and implementing Enterprise Performance Management solutions, primarily in Finance. He has worked for a number of customer organisations spanning a wide variety of industry sectors including telecommunications, financial services, media and oil & gas. He worked as a Solution Consultant and Technical Account Manager for several Performance Management software vendors including Hyperion and Oracle, prior to joining SAP in 2010. David is a popular speaker and workshop facilitator at events such as SAP Insider, SAP Select and Sapphire. Recently he pioneered a Design Thinking approach to developing a technology roadmap for Finance. View Guest page

Episode Listing:

Carey L. Oven

Carey L. Oven is a Partner and leader for the Internal Audit Transformation market offering in the Deloitte & Touche LLP Audit and Enterprise Risk Services Advisory practice. She has over 20 years of experience in providing risk advisory services to clients across industries, in all aspects of internal audit, control assessment and assurance, enterprise risk management; and compliance and governance processes. Carey is also a member of the Deloitte AERS Advisory Executive Committee, and serves and leads other national and local firm committees and initiatives supporting practice and people development. She holds a BBA in Accountancy from Western Michigan University, summa cum laude. After beginning her career at Deloitte in 1992, she became a Partner in 2002. Carey is also a Certified Public Accountant and Certified Internal Auditor. View Guest page

Episode Listing:

Sam Parikh


Sam Parikh, Managing Director SAP Practice, Deloitte Consulting, is a seasoned leader in Deloitte’s Technology practice. Sam brings a strong business and finance background with over 20 years of experience driving large-scale Finance Transformations enabled by SAP. As a collaborative leader, he works closely with finance leaders through all aspects of the transformation – from developing a vision and an integrated design through successful implementation and user adoption. Sam is a hands-on coach and mentor, skilled in leading change and guiding programs with complex risks and stakeholder implications. He also brings deep experience in architecting SAP transformation programs including developing/selling a case for change, evaluating application portfolio, aligning leadership vision with transformation objectives and leading programs through successful completion. Currently Sam leads Deloitte’s S/4 HANA Finance Capability for the West Coast SAP practice. View Guest page

Episode Listing:

Steve Player

Steve Player serves as the North America Program Director for the Beyond Budgeting Round Table (BBRT). He works with BBRT member companies to implement continuous planning processes. He has over 30 years of experience with improving performance management and implementing strategic planning processes. Steve is also the Managing Director of Beyond EPS Advisors, a business consulting firm, and founder of ABM SMART. He is the co-author of the book, Future Ready: How to Master Business Forecasting and Beyond Performance Management, as well as five other books. Steve writes the Finance Transformation column for Business Finance Magazine featuring CFO interviews from leading organizations on innovative finance and planning processes. View Guest page

Episode Listing:

Jérôme Pugnet


Jérôme Pugnet is a Senior Director of GRC Product Marketing at SAP SE, based in London, and has over 11 years experience in Risk and Compliance Management, Business Process Control, IT Governance, Fraud and Audit Management domains, in particular in the Financial Services industry. He has over 16 years of previous experience on financial software and ERP’s, in implementation engagements and pre-sales advisory roles. View Guest page

Episode Listing:

Marcus Puschke

Marcus Puschke studied law at Constance University and became a member of the bar in 1995. He specialized in foreign trade law and has also managed several software implementation projects for large industrial customers. For SAP, he acts as a Principal Consultant. In this capacity he has published a number of books and articles on the subject of foreign trade compliance. View Guest page

Episode Listing:

Ganesh Ram



Ganesh Ram lead PwC’s SAP Governance, Risk, and Compliance team. With over ten years of experience in SAP advisory, Ganesh has been heavily involved in many end-to-end SAP controls and GRC projects, and has provided a wide range of advisory services in many key areas including strategy, implementation and roll-out to FTSE 100 clients. Prior to joining the firm, Ganesh worked in a compliance capacity in the industry. Ganesh is well versed in 3 lines of defence and has advised multiple clients on maximising return on investment across LoD model. Ganesh regularly presents on this topic at external forums, typically focused on heads of internal audit and heads of second line of defence. View Guest page

Episode Listing:

Anders Reinhardt

Anders Reinhardt is Head of Global Business Intelligence at VELUX, a Denmark-based large roof window manufacturer. Working with Business Intelligence (BI) and management information for over 12 years, Anders has seen BI and analytics evolve rapidly from a simple reporting setup to a self-service concept with thousands of users. VELUX has built a strong performance measurement model and recently ventured beyond traditional budgets. Positioned in the Global Finance organization, Anders headed the beyond budgeting project, introducing new planning and forecasting tools as well as new, more visual graphics to support and promote the beyond budgeting concept. A growing demand for analytics affects the demand for fast, reliable data while challenging the skill sets of the current analysts. Anders’ previous positions include business controlling, business analytics and business process responsible for Finance, Sales and Marketing. He is a member of the SAP BusinessObjects Advisory Council. View Guest page

Episode Listing:

Wendy Reinitz

Wendy Reinitz, Director of Professional Services, is a Certified Management Accountant with over 20 years of experience in Finance. Currently she is responsible for Project delivery of SAP EPM Solutions, specializing in Business Planning and Consolidations and Disclosure Management. Wendy is a Certified SAP Instructor for Disclosure Management. Previously, she served as the Manager of Financial Systems at AltaLink, where she was responsible for SAP ERP improvements and upgrades throughout the company. She was also responsible for cross-functional process improvement initiatives and was instrumental in implementing solutions for Financial Statement Reporting and Capital Reporting on the transition to IFRS. Wendy led BPC for consolidation concluding with the streamlining of the required reporting cycle for the CFO’s office by implementing Disclosure Management. She is certified in Change Management and Six Sigma View Guest page

Episode Listing:

Mark Richards


Mark Richards is VP of Finance and Operations, RBA Consulting. Mark’s finance background started with traditional accounting and analysis roles, but he really built experience with an ‘outside-in’ approach by becoming heavily engaged in revenue generation, marketing, operations and M&A – with his roles and assignments taking him to 140+ cities in 15 countries. Along the way, Mark has served in roles in business development and marketing, which further helped to deepen his business view to become a better finance executive. Prior to RBA, Mark held a global marketing role at SAP, focusing on cloud-based offering for customer engagement, commerce and finance. He was a start-up CFO for 5 years working across multiple industries, SVP Finance for the Royal Bank of Canada’s U.S. Wealth Management division, and in International Finance for Carlson Wagonlit Travel. View Guest page

Episode Listing:

Kevin Riddell

Kevin Riddell is the International Logistics Manager at Tremco. In this role, he manages the SAP GTS process at Tremco, including procurement (choosing GTS against other choices), leading the implementation team, software management as primary user and administrator for GTS, and on-going process improvement. He worked with the IT team to refine settings and activate features that were not implemented day-one. Kevin has extensive user knowledge of Preference, Sanctioned Party (SPL), Export Control/Embargo and Classification. He has worked at Tremco for 20 years in various roles including Customs Manager and Traffic Manager. He is responsible for international logistics and trade compliance, including customs and export controls. Tremco is a global manufacturer of chemical-based construction products including sealants, waterproofing, and roofing sold worldwide, with manufacturing in the USA and Canada. View Guest page

Episode Listing:

Greta Roberts

Greta Roberts is the CEO of Talent Analytics, Corp. and a faculty member at the International Institute for Analytics. She has 20-plus years working for world-class technology innovators like Lotus, Netscape, WebLine, Cisco and Open Ratings. Under her direction, Talent Analytics has grown to be a leader in predicting employee behavior—the next logical step beyond predicting customer behavior. In 2012, Greta led a research team with the International Institute for Analytics that resulted in the world’s only benchmark for hiring data scientists/analytics professionals. In 2013, she will speak at the Predictive Analytics World events around North America, SAS Day at Kennesaw State, SAP Game-Changers Radio, SAP SapphireNOW, IIA’s Chief Analytics Officer Summit. Greta has been quoted in MIT Sloan Management Review, the Harvard Business Review blog network, Forbes, VentureBeat, Information Management, Computerworld, Data Informed, Tech Target, and other influential publications. View Guest page

Episode Listing:

Suzanne Roelofs


Suzanne Roelofs is a Senior Manager IT Advisory at EY the Netherlands, based in Amsterdam. She is responsible for EY’s IT Transformation team focusing on large ERP transformations and she is the main coordinator of EY’s EMEIA ‘agile business – finance’ service offering. On August 1, 2016 she will be with EY for 10 years. She started at EY fresh from university and she’s still there. She started as an IT auditor and moved to the advisory department where she works as a project manager on large ERP (SAP) implementations. No challenge is to big and She’s always looking for new possibilities and innovations. View Guest page

Episode Listing:

Tony Rogan



Tony Rogan, Accenture Senior Manager, currently is staffed as the Functional Lead at a utility company based in Minnesota and is responsible for the Design, Build, Test, and other phases for the SAP design and the systems integrating with SAP ECC. His prior projects include a utility company as well as an electronics distributor, both based in Arizona, where Tony served as a Finance Solution Architect. Tony has been working with SAP providing expertise in Finance, Controlling, and Project Systems for nearly 20 years and at various times in the past. He has published articles in the FICO Professional Journal published by SAP Insider and delivered sessions at both their Financials conference as well as at ASUG. View Guest page

Episode Listing:

Celina Rogers



Celina Rogers is vice president and editorial director for CFO Publishing. In that capacity, she sets the editorial agenda for the company, including CFO magazine, CFO.com and CFO Research. In her ten years with CFO Publishing, Celina has researched and written on a variety of topics in business and corporate finance, including performance management, information technology, regulation, corporate governance and strategic decision making. She is the author of more than 50 research studies on corporate finance, and a frequent speaker in the United States and in Europe on finance and business topics. Prior to joining CFO Research, Celina served as an associate at Ropes & Gray, a leading national law firm, and as managing editor on the Boston College Law Review. A graduate of Boston College Law School and Harvard University, Celina is based in Boston. View Guest page

Episode Listing:

Carlos Russell


Carlos Russell, Ternium Risk Management Director, is a business / technology professional, with over 25 years of experience in dealing with technology-enabled strategic and operational change in global organisations. Previous roles include senior positions at PricewaterhouseCoopers, Capgemini Consulting and E&Y in the UK, Latin America, Europe, US, Asia and Africa. Over the last 5 years, Carlos heads up a LATAM capability focusing on business and technology risk management, cybersecurity and cybercrime prevention for Ternium, a steel manufacturing company based in Buenos Aires, Argentina. View Guest page

Episode Listing:

Mark Salamasick

Mark Salamasick, CIA, CISA, CRMA, CSP is the Executive Director of Audit at the University of Texas System. This role includes advancing progressive strategies and initiatives outlined for the internal audit enterprise across the UT System. Previous to this he was the Director of the Center for Internal Auditing Excellence at The University of Texas at Dallas (UTD). Mark created the internal audit program and many of the courses in the program over twelve years running that program. Mark was previously with Bank of America and for over twenty years where he served as Senior Vice President and Director of Information Technology Audit. He served in many roles with IIA International as a volunteer over the past 25 years including the IIA Research Foundation and was the project champion for the recently published Data Analytics book. View Guest page

Episode Listing:

Shin Sawhney


Shin Sawhney is a Director (Principal Consultant) at Capgemini UK and currently leads the SAP EPM Solutions practice. In addition to SAP EPM, Shin is actively engaged across SAP’s various Business Intelligence, Data and HANA solutions. He specialises in helping clients to design and architect strategies and business cases that focus on leveraging SAP’s technology to deliver positive business outcomes. He also oversees implementations to ensure they are delivering to time, budget and quality. Shin has over 16 years of experience in SAP implementations, prior to which he was an investment banker. Shin is a regular presenter at various SAP events e.g. Sapphire, TechEd and User Groups. View Guest page

Episode Listing:

Stefan Schaffer


Stefan Schaffer is a Partner in the area of Business Integrity & Compliance Management at EY, where his focus is on Forensic Data Analytics, especially with SAP Fraud Management and SAP HANA. As part of his role, he is heading the Global Center of Excellence for SAP Fraud Management at EY. Before EY, Stefan co-founded GLOOOBAL, an international company focusing on SAP HANA and SAP Fraud Management, and served as the company’s CEO till 2015, when it was acquired by EY. Prior to GLOOOBAL, he served for Intalio Inc., Palo Alto as the COO and GM Cloud Business and as a Senior Vice President at SAP. Stefan holds a masters degree in mathematics from the University of Karlsruhe. View Guest page

Episode Listing:

Henner Schliebs


Henner Schliebs is a marketing executive heading SAP’s Global Finance Audience Marketing. In this capacity, he is responsible for the success of the full suite of SAP solutions for the Office of the CFO. With almost 20 years of experience, Henner is responsible for driving the adoption of Finance Solutions across Finance Organizations globally, bringing automation, integration and flexibility through “live” Finance possibilities into the departments of the CFO. View Guest page

Episode Listing:

Leonard Schwartz

Leonard Schwartz joined SAP in January 2012 as a Director in Solution Management for the Financial Services Network. Prior to SAP, he worked for 32 years in transaction banking for Citibank, HSBC, JPMC and ABN AMRO/RBS. His responsibilities have covered product management, strategy and sales for payments, SWIFT Corporate Access, client integration and standards for many different types of customer including global corporates in the US and Europe, the middle market, global and midsized broker dealers, fund managers and government agencies. Leonard has participated in industry forums including the SWIFT Corporate Advisory Group (representing US and the Netherlands), US (SWIFT) National Group, ISO20022 (Payment SEG chair), CSTP/ISTH which launched the next generation of XML payment standards, SWIFT’s standards working groups (XML payments, eBAM, identity management), US Federal Reserve’s Format Advisory Group and the RosettaNet Payment Milestone Project. View Guest page

Episode Listing:

Rich Sernyak

Rich Sernyak is a Principal at PwC responsible for the SAP Finance Transformation practice, including all SAP functions related to the of¬fice of the CFO. His focus is to leverage ERP technology to achieve his clients’ business objectives. Rich has helped clients implement many SAP-enabled transformations globally over a 17-year SAP career across several industries. His areas of specialty include ERP business case justi¬fication, program leadership, global delivery, finance effectiveness, stakeholder engagement, and SAP application processes and technology. View Guest page

Episode Listing:

Rich Sernyak


Rich Sernyak is a Partner in PwC's Global SAP Practice with over 20 years of experience working with SAP. He is responsible for PwC's Simple Finance capability and has been working with customers globally on how to derive the value from S4 HANA. View Guest page

Episode Listing:

Tim Sheehy

Tim Sheehy is currently providing management and influence over internal control activities for The Coca-Cola Company and its global franchise community. His additional responsibilities include partnering with bottler, audit, and TCCC stakeholders on matters relating to security and internal control project and strategy definition. Tim’s current global projects under oversight include a global access management migration leveraging the SAP GRC platform and processes. Prior to joining The Coca-Cola Company, Tim was an employee of Accenture LTD and Deloitte LLP on several SAP implementations and engagements. View Guest page

Episode Listing:

Elena Shishkina

Elena Shishkina is Chief Financial Officer in SAP in the UK and Ireland, and a member of the SAP UK and Ireland Executive Leadership Board. Primarily responsible for driving financial excellence and proactively supporting commercial operations across the UK and Ireland business, her objective is to enable SAP’s double-digit growth, optimize profitability, and maximize cash flow generation. She also has responsibility for all compliance activity in the UK and Ireland region. In 2011, on the SAP Corporate Development (M&A) Go To Market team, Elena was responsible for Sybase integration of revenue-generating go-to-market strategies across EMEA. From 2007 to April 2011, when she served as CFO in Russia and CIS, and as acting General Manager in 2007 and 2009, SAP business doubled. Prior to SAP, she worked as a CFO, management consultant and general manager across medium-size companies and start-up businesses in Russia and UK. View Guest page

Episode Listing:

Eric Siegel, Ph.D.

Eric Siegel, Ph.D., founder of Predictive Analytics World and Text Analytics World, and Executive Editor of the Predictive Analytics Times, makes the how and why of predictive analytics understandable and captivating. In addition to being the author of Predictive Analytics: The Power to Predict Who Will Click, Buy, Lie, or Die, Eric is a former Columbia University professor who sang to his students, and a renowned speaker, educator, and leader in the field. He has appeared on Bloomberg TV and Radio, Fox News, BNN (Canada), Israel National Radio, Radio National (Australia), The Street, Newsmax TV, and NPR affiliates. Eric and his book have been featured in Businessweek, CBS MoneyWatch, The Financial Times, Forbes, Forrester, Fortune, The Huffington Post, The New York Times, The Seattle Post-Intelligencer, The Wall Street Journal, The Washington Post, and WSJ MarketWatch. View Guest page

Episode Listing:

Bill Sinnitt

Bill Sinnitt is Senior Director, Research, for Financial Executives Research Foundation, Inc. (FERF), the research affiliate of Financial Executives International (FEI). Bill also supports FEI’s Committee on Finance & IT (CFIT), and authors its e-newsletter, “Finance & IT News.” Bill joined FEI as Accounting Manager in 1985 and became Manager of Research for FERF in 1989. He was promoted to Director of Research in October 2005 and to Senior Director in October of 2011. Prior to his positions at FEI and FERF, Bill was employed by Carnegie-Mellon University and Mellon Bank in Pittsburgh. He holds an M.B.A. from the University of Pittsburgh. View Guest page

Episode Listing:

Chris Smith



Partner

Capital Markets and Accounting Advisory Services (CMAAS) at PwC, advises on the accounting and reporting aspects of deals and leads our National CMAAS practice for the Technology Sector. He works collaboratively with client teams to effectively work through change, whether caused by a transaction or regulatory change. Chris has nearly 20 years of experience in the technology sector and has worked with top tier clients in the sector. He has advised his clients on a wide range of transactions including mergers, acquisitions, carve-outs, SEC and internal investigations, restatements as well as numerous IPO’s. He successfully led teams at several multinational technology companies through their implementations of the new accounting standards as well as the complexities arising from the rapid evolution of their business models. Chris is a California CPA and a member of the Institute of Chartered Accountants of England and Wales. View Guest page

Episode Listing:

Derek Snaidauf

Derek Snaidauf is a Senior Manager, Advanced Analytics with Deloitte Transactions and Business Analytics in Chicago. During his 14-year management consulting and professional services career, Derek has helped clients throughout government, healthcare, financial services, and other industries realize their strategies through big data, analytics, process, and technology. A recognized expert in advanced analytics, rare event modeling, and enterprise fraud management (EFM), he has designed, developed, or implemented successful EFM programs for multiple clients, including leading an award-winning tax refund fraud detection project for the Internal Revenue Service. Derek has contributed to thought leadership studies, publications, and speaking engagements, and is a two-time recipient of the Association of Management Consulting Firms' Value and Excellence Award. Prior to Deloitte, he held senior leadership roles with IBM and PwC, specializing in advanced analytics. View Guest page

Episode Listing:

Paul J. Sobel

Paul J. Sobel, CIA, CRMA is Vice President/Chief Audit Executive for Georgia-Pacific, LLC, a privately owned forest and consumer products company based in Atlanta, GA. He has served as Chief Audit Executive for public companies Mirant Corporation, Aquila, Inc., and Harcourt General’s publishing operations; International Audit Manager for PepsiCo; and Senior Manager in Arthur Andersen’s Business Risk Consulting practice. Paul has published three books: Auditor’s Risk Management Guide: Integrating Auditing and ERM (7th edition); co-author, Internal Auditing: Assurance and Consulting Services (3rd edition); Enterprise Risk Management: Achieving and Sustaining Success. He currently serves on The IIA’s Board of Directors and Executive Committee, and has served as Chairman of the Board, Senior Vice Chairman, various Vice Chairman roles and as President of The IIA Research Foundation. Paul was recognized in Treasury & Risk Magazine’s 2012 list of 100 Most Influential People in Finance. View Guest page

Episode Listing:

Birgit Starmanns

Birgit Starmanns is a senior director in marketing at SAP for Finance solutions. Birgit has more than 20 years of experience across solution marketing, solution management, strategic customer communities and consulting. Her functional experience is in finance, including core SAP ERP and enterprise performance management, as well as customer relationship management, which has allowed her to focus on the integration of cross-functional business processes. Prior to joining SAP, she was a principal in management consulting organizations, redesigning business processes and implementing SAP R/3 and R/2 for numerous Fortune 500 and SME companies, with a focus on management accounting. Birgit holds BA and MBA degrees from the College of William and Mary. She is the co-author of the SAP Press book, “Accelerated Financial Closing with SAP” and the SAP Labs guidebook, “Product Costing Scenarios Made Easy.” View Guest page

Episode Listing:

Birgit Starmanns



Birgit Starmanns is a senior director for product marketing with SAP Marketing, SAP S/4HANA and SAP Fiori, with a focus on the business audience including finance. Birgit has over 24 years of experience across product and solution marketing, solution management, strategic customer communities and consulting. Her functional experience is in finance, including core SAP ERP and enterprise performance management, as well as customer relationship management, which has allowed her to focus on the integration of cross-functional business processes. Prior to SAP, she was a principal in management consulting organizations, including Price Waterhouse and several boutique firms. Birgit holds a BA and MBA from the College of William and Mary. She is the author of many articles for the Financials Expert, the coauthor of the SAP Press book Accelerated Financial Closing with SAP and the SAP Labs guidebook Product Costing Scenarios Made Easy. View Guest page

Episode Listing:

John Steele



John Steele is a principal with Deloitte Consulting LLP and leads the U.S. SAP Finance Transformation Practice. He has spent the past 14 years focused on SAP-enabled business transformation initiatives. John has deep experience leading complex business transformation programs, with a focus on process redesign, shared services, analytics, and external reporting. He has also held lead roles for multiple global ERP implementation programs. In recent years, John has focused his attention on the application of leading-edge technologies such as SAP HANA to solve clients’ most pressing business issues, including co-leading Deloitte’s first HANA proof of concept in North America. Before joining Deloitte eight years ago, John held leadership positions within the consumer products and investment banking sectors. John received his Bachelor of Science in Finance from the Wharton School at the University of Pennsylvania and his Juris Doctor from the University of Pittsburgh. View Guest page

Episode Listing:

John Steele

John Steele, a principal with Deloitte Consulting LLP who leads the U.S. SAP Finance Transformation Practice, has more than 20 years of experience in consulting and corporate environments, and has spent the past 14 years focused on SAP-enabled business transformation initiatives. In addition to deep experience leading complex business transformation programs, with a focus on process redesign, shared services, analytics, and external reporting, John has led multiple global ERP implementation programs. In recent years, he has focused on the application of leading-edge technologies such as SAP HANA to solve clients’ most pressing business issues, including co-leading Deloitte’s first HANA proof of concept in North America. Before joining Deloitte, John held leadership positions in consumer products and investment banking. He holds a Bachelor of Science in Finance from the Wharton School at the University of Pennsylvania and a Juris Doctor from the University of Pittsburgh. View Guest page

Episode Listing:

Steve Sussman

Steve Sussman, Column5 Vice President, Sales & Marketing, oversees Column5´s global sales, business development and marketing initiatives. He has more than 20 years of experience in the Enterprise Performance Management (EPM) solutions industry, including six years at Hyperion and over five years at OutlookSoft/SAP in sales and marketing related roles. Steve’s unique ability to partner with visionary executives from a Who´s Who of leading global organizations has played a vital role in helping them transform their companies to achieve new heights. Under Steve´s direction, Column5´s sales team focuses on educating clients to appreciate sources of value, rather than strictly emphasizing technical specifications. In this way, Steve´s contributions reach far beyond sales. He has served as a career counselor and collaborator for many company leaders, and helped them achieve personal advancement by driving business results from their successful EPM initiatives. View Guest page

Episode Listing:

Michael Svolos

Michael Svolos is Sr. Director of Enterprise Performance Management for TekLink, a leading global services firm focused on SAP products such as Business Warehouse, HANA, Business Planning and Consolidations, and BusinessObjects. A former Platinum Consultant with SAP America Inc., Michael has over 20 years of experience implementing SAP solutions. His background includes industry experience covering the Consumer, Pharmaceutical, Manufacturing, Oil-Gas and Retail industries, and five years of real world business experience as a Financial Analyst for Fortune 500 companies. He has led projects, designed solutions, performed assessments / application reviews, upgrades, and migrations, and taught SAP classes. He is a noted speaker at SAPInsider Financials and BI Conferences, ASUG Chapter meetings and SAP events. Mike and his colleagues at TekLink have worked with SAP on global BPC projects and developing the business case for and implementing HANA solutions with large SAP customers View Guest page

Episode Listing:

Srikanth Tamma


Srikanth Tamma is a Senior Manager in Deloitte Consulting LLP’s Technology Practice and is a leader in his firm’s SAP Finance Transformation and SAP S/4HANA Teams. He has spent 10 years in corporate environment (finance, accounting, indirect taxation, corporate planning) and an equal amount of time in consulting, focusing on technology-enabled finance transformation projects. He is currently leading the finance area of a global SAP S/4HANA implementation. Srikanth frequently writes articles in various SAP forums such as SAPinsider and SCN. View Guest page

Episode Listing:

Tim Teinzer

Tim Teinzer is a Business Support Principal in SAP’s Business Transformation Services organization, with more than ten years of SAP experience. Since 2011, he has helped to shape the SAP Value Partnership Service as a long-term strategic partnership model for SAP customers. Before that, Tim was a consultant and delivered successful customer projects in Europe, Asia, and the United States in the areas of customer relationship management (CRM), business intelligence (BI) and IT Strategy. He is an author of articles and speaker at conferences. Leveraging his academic background at the intersection of business and IT, Tim is also a lecturer at a German state university. View Guest page

Episode Listing:

Kaan Turnali

Kaan Turnali is Global Senior Director, Business Intelligence (BI) at SAP. He is responsible for the development, oversight, and execution of strategy for the BI platform across SAP’s Global Customer Operations (GCO) Reporting & Analytics Platform. In addition, he manages special mobile BI projects for the Office of the CEO and the GCO senior management team. Prior to joining SAP in 2006, Kaan worked as a senior BI consultant specializing in strategy, design, and development of enterprise BI solutions for SMB and Fortune 500 companies. His background and experience in the integration of business and technology span more than two decades. Kaan is an adjunct professor teaching BI in the Doctor of Business Administration program at Wilmington University. He is also a contributor to a blogs on Forbes, The Decision Factor, Business Trends, Business Innovation. View Guest page

Episode Listing:

Vincent Walden

Vincent Walden is a Partner with Ernst & Young’s Fraud Investigative and Dispute Services practice and is based in New York. Vincent’s focus area is in forensic technology, investigations, eDiscovery and anti-fraud analytics where he leads a national team of skilled forensic technology professionals. Vincent has over seventeen years of experience handling the information management, forensic analysis and electronic discovery needs for large scale, complex litigations, investigations and proactive anti-fraud and compliance programs where he integrates big data concepts utilizing both structured and unstructured data sources. Vincent is a CPA and a Certified Fraud Examiner and has written several publications featured in ABC News Online, The Economist, FRAUD Magazine, Internal Auditor Magazine and Compliance Week, among others. Vincent holds a Bachelors degree in business administration from the University of Southern California. He is also teaching a half-day course on anti-fraud analytics at this year’s Association of Certified Fraud Examiner’s Global Annual Conference this June 2013. View Guest page

Episode Listing:

David Williams


David Williams is Vice President of Product Marketing for SAP’s Solutions for Enterprise Performance Management (EPM) and Governance, Risk, and Compliance (GRC), part of the SAP Analytics portfolio. David, and his team, works closely with the product management and development teams that create the applications as well as with customers and prospective customers - providing insight into product features and benefits, and market trends. You can often find David at events discussing the merits of using SAP’s EPM and GRC apps and showcasing customer examples. Prior to joining SAP, David spent a number of years at Business Objects, Crystal Decisions and Cognos in a variety of roles including product management, market intelligence, and strategic marketing. View Guest page

Episode Listing:

Fiona Williams

Fiona Williams, a Partner at Deloitte & Touche LLP, has more than 26 years of experience in information security consulting, organization and process improvement, information systems auditing, and application design and implementation. She has organized and led multidisciplinary teams for assessing, designing, implementing, and testing the security and control environment for a broad range of enterprise projects. Fiona has assisted clients with Sarbanes-Oxley, section 404 requirements for their ERP implementations. View Guest page

Episode Listing:

Mike Willis

Mike Willis is a partner at PwC, the founding chairman of XBRL International, and founder of WICI. He has also played a founding role in the development of national and international consortia working to develop broad corporate reporting frameworks and related taxonomies. Mike has been interviewed for and published articles in a range of business periodicals on the topic of a more efficient and effective business reporting supply chain, including Harvard Business Review, Financial Times, Business Week, Wall Street & Technology, FEI Magazine, CFO Magazine, Journal of Accountancy and CIO Magazine. View Guest page

Episode Listing:

Kyleen Wissell

Kyleen Wissell is the Corporate Director of Internal Controls, within the Office of the CFO at The Coca-Cola Company. She leads global processes to identify, assess, and report on the design and effectiveness of controls over financial reporting in order to support management’s financial certification and attestations. Kyleen also spearheads governance initiatives focused on all elements to create, protect, and grow collaborative business partnerships for effective and sustainable internal control strategies. She is currently leading a global, multi-year, cross-functional effort implementing SAP GRC focused on access controls, risk analysis, and provisioning, and developing business intelligence and key insights for managing an effective control environment through data visualization. View Guest page

Episode Listing:

Greg Wright


Greg Wright is the CEO of VantagePoint Business Solutions, which he founded in 2007. He has spent over 25 years in Enterprise Performance Management working with a variety of Business Performance applications and technologies. As a thought leader, Greg speaks at conferences internationally and runs strategic workshops. VantagePoint was started in response to the need to close the growing gap between the vision and execution many companies experience when implementing Performance Management solutions. To keep in touch with market offerings, evolving business needs and customers, Greg is the SAP EPM Practice Lead, oversees management and periodically leads consulting engagements. Previously, he was the Director of Consulting Services at OutlookSoft, the software company that wrote BPC and was acquired by SAP. Before OutlookSoft, Greg ran consulting services for Comshare (now Infor) in the Southeast. He holds a Bachelor of Science degree in Management Information Systems and Finance. View Guest page

Episode Listing:

Julie Zielke



Julie Zielke is a partner in Ernst & Young LLP’s Financial Accounting Advisory Services practice in Chicago. She leads EY’s development of enabling technology to help support companies implementation of ASC 606, Revenue from Contracts with Customers. Prior to joining EY, Julie spent 12 years at a large publicly traded professional services company in technical accounting (controllership) and various operating finance roles, and 10 years in Big Four audit. Her experience includes US GAAP, SEC and financial reporting; new accounting standard implementation; deal structuring and corporate transactions; and global finance policy and training. She also has experience with systems implementation, business process design and transformation, and organizational change management. View Guest page

Episode Listing:

Gabe Zubizarreta

Gabe Zubizarreta is the CEO of Silicon Valley Accountants and Financial Effectiveness & Transformation Team Leader. He is a CPA with over 10 years of experience with PwC, has previously held various Controller positions, and led several merger integration projects. Gabe has designed a proven Financial Effectiveness Framework based on a balanced approach of training, leadership, process improvement and system optimization which delivers continuous improvement based results to optimize financial processes. View Guest page

Episode Listing: