2016 Best Practices Conference

Conference Speakers

Stuart McGuigan

Stuart McGuigan

Vice President and Chief Information Officer
Johnson & Johnson

Stuart M. McGuigan, currently Vice President and Chief Information Officer for Johnson & Johnson, has global responsibility for Information Technology (IT) strategy and operations. Stuart joined Johnson & Johnson in April of 2012. Prior to joining Johnson & Johnson, Stuart was Chief Information Officer and Senior Vice President for CVS Caremark, the largest pharmacy health care provider in the United States. In that role, Stuart was responsible for the company's Information Systems and Technology Operations. Prior to that, Stuart was Senior Vice President and CIO for Liberty Mutual Insurance Group, responsible for the company's Information Systems and Technology Operations, including application development, technology infrastructure and publishing services. While at Merck and Medco Health, Stuart has held key positions in a number of technology and business areas including marketing research, product management and e-Commerce. Stuart has a Bachelor of Arts degree in psychology from Fairfield University and earned Master of Science and Master of Philosophy degrees in the Cognitive Science program at Yale University.

Johnson & Johnson
 
Shane Fitzsimons

Shane Fitzsimons

Senior Vice President Global Operations
General Electric Company

Shane Fitzsimons leads GE's global multifunctional shared services operations. In this role, he oversees the operational processes of GE's enabling functions, making them simpler, faster, and more reliable. With his team, he is centralizing support services from six global functions into one framework, allowing the company to work smarter and more efficiently for sustainable growth. Previously, Shane served as CFO of the global growth and operations organization and as vice president, corporate financial planning and analysis. He has held numerous financial leadership positions for the company since joining GE in 1994, after seven years in public accounting in Ireland and in the Netherlands. He is originally from Ireland, where he studied chartered accountancy, and is a member of the Institute of Chartered Accountants in Ireland.

General Electric
 
Johnna Torsone

Johnna Torsone

Executive Vice President and Chief Human Resources Officer
Pitney Bowes Inc.

As a member of the senior management leadership team and staff liaison for several committees of the board of directors, Johnna provides strategic and operational guidance in human resources. Her responsibilities include the development of HR business strategies, strategic talent management and succession planning, diversity, total rewards and analytics, employee relations, and shared professional and transactional services. She has also served as interim general counsel and currently serves as chair of the Pitney Bowes Foundation. She serves on the boards of the American Health Policy Institute in Washington, D.C., and the Connecticut Business & Industry Association. In 2015 she was recognized by Human Resource Executive Magazine as one of the most powerful woman in Human Resources and also received a lifetime achievement award from HRO Magazine.

Pitney Bowes Inc.
 
Michael Hoffman

Michael Hoffman

Vice President Global Procurement and Chief Procurement Officer
Pfizer Inc.

Mike Hoffman is vice president of the global procurement team, which partners across all Pfizer businesses, functions, spend categories, and geographies to drive continuous improvement in cost, quality, and service from its external suppliers through effective sourcing, contracting, supplier management, and purchase transaction execution. The team is also responsible for Pfizer's fleet and travel programs and operations. Mike joined Pfizer in 1989 as an assistant buyer in what was then Pfizer Corporate Purchasing in the New York office. Since that time, he has held roles of increasing responsibility in both manufacturing site procurement and category management across varied spend categories and geographies. He has been in his current role since 2012.

Pfizer Inc.
 
William Bagley

William Bagley

Chief Supply Officer
Unum

William Bagley is the Chief Supply Officer for Unum. He joined Unum in June 2012 to lead a transformation of Unum's procurement capabilities. This role initially focused on establishing a Procurement Center of Excellence to ensure consistent results across the enterprise and has evolved to encompass all Unum business units that have responsibility for procurement and supplier management; including Print & Distribution, Corporate Real Estate and Aviation business services in the newly formed Supply Management organization. Mr. Bagley is leading the charge to define and execute Unum's supplier strategy at an enterprise level to maximize the value Unum receives from our suppliers. Prior to joining Unum, William held senior leadership positions with Philips Healthcare, Aligent Technologies and Hewlett Packard, where he served in roles of VP of Supply Management, CEO Change Management Program and VP of Outsourcing and Supply Management. William brings a wealth of experience in procurement and supply management and has led very successful teams in his prior roles. William received his Master of Business Administration from the University of Massachusetts, and his Bachelor of Science in Electrical Engineering at the University of South Florida. William lives in Chattanooga with his wife and two children.

UNUM
 
Samir Bagri

Samir Bagri

Director, Global Business Services
Delphi Corporation

Samir Bagri is responsible for the GBS strategy including areas such as accounts receivable, accounts payable, fixed assets, general accounting, travel and expense, and payroll. He manages delivery of services through centers located around the globe, including the Americas, EMEA, and Asia Pacific. Samir has been associated with the GBS area as an end user, provider, and entrepreneur for over 15 years. Samir started his career at Westinghouse in engineering. He has held leadership positions at Thermo Fisher Scientific and KPMG in the areas of finance, supply chain, and information technology. He has also served as adjunct faculty at the Tepper Business School, Carnegie Mellon University.

Delphi Automotive
 
Christopher Caridi

Christopher Caridi

Vice President, Finance
Thomson Reuters

Chris is responsible for the global financial planning and analysis (FP&A) processes of Thomson Reuters. His oversight includes architecting the processes for FP&A teams enterprisewide and operating a center of excellence for management reporting and analysis. Over the last 18 months, he has led the ongoing transformation to a simpler, more efficient FP&A experience for the Thomson Reuters community. Chris led the company's conversion to International Financial Reporting Standards (IFRS) – the first North American company to do so – and managed the post-acquisition accounting integration between Thomson and Reuters. He previously served as global head of accounting operations, responsible for maintaining the integrity of financial processes and controls and reducing costs.

Thomson Reuters
 
Jay Cofield

Jay Cofield

Vice President
FedEx

In his role at FedEx's TechConnect Company, Jay Cofield leads an enterprisewide organization to define, plan, design, and launch the company's next-generation revenue systems. He received FedEx's highest honor, the 5 STAR Award, for developing the road map to streamline and standardize business processes, reduce redundant IT legacy systems, and cut operating costs by 20 percent. Previously, Jay held senior financial positions with FedEx Express. Among his accomplishments was developing and staffing a new global model to implement FedEx's first financial shared services organization. Jay's work appears in a book chapter in Shared Financial Services as a case study, "Delivering Exceptional Customer Service and Business Value."

FedEx
 
Mark Decker

Mark Decker

Vice President and Chief Human Resources Officer
Nexteer Automotive

Mark is currently chief human resources officer at Nexteer Automotive, a $3.5 billion global supplier of automotive steering and driveline solutions. He has over 25 years of diverse international automotive HR experience within the public and private sectors covering original equipment manufacturers, Tier 1 suppliers, private equity, and venture capital. Previously Mark performed global HR assignments at Ford Motor Company and Visteon Corporation. More recently, he served as CHRO at Meridian Automotive and Fisker Automotive. Mark holds a bachelor's degree in business administration from Central Michigan University as well as a master's in industrial relations from Wayne State University.

Nexteer Automotive
 
Doug Fisher

Doug Fisher

Executive Director of Strategic Procurement
ExxonMobil

Doug is responsible for procurement's global safety, controls, planning, training, bidding centers, analytics, and sourcing and acquisition processes as well as supplier diversity, local content, and sustainability. Doug began his career with Exxon Company, U.S.A., in 1990 in the transportation division of the materials and services department. He moved through a number of buyer and negotiator positions before being assigned to Brussels as an International purchasing advisor. He returned to the U.S. in 1996 and served in a number of roles supporting merger integration activities including infrastructure projects, recruiting, operations and planning, and manufacturing sourcing. Doug relocated to Houston in 2012 in sourcing and procurement managerial positions before taking on his current role.

ExxonMobil
 
Greg Fritsky

Greg Fritsky

Director of Finance Transformation
Redwood Software Inc.

Before joining Redwood, Greg for over 25 years advised high-profile companies about financial processes and IT, supporting clients in the ERP and systems integrator selection processes. During that time, he worked on many large transformation initiatives with a focus on strategy, requirements, business case development, project risk mitigation, internal controls, information security, and IT risk assessments. He now works closely with client executives and senior leadership of leading organizations to provide insight and recommendations to achieve measurable results. His goal is to transform complex and challenging business processes into reliable, efficient activities without increasing manual effort. To accomplish that, he employs his areas of expertise that include finance transformation, financial accounting, investment accounting, tax, treasury, internal audit, Sarbanes-Oxley, and program governance.

Redwood Software Inc.
 
Kerrie Hoffman

Kerrie Hoffman

Vice President and Chief Information Officer, JCI Building Efficiency Division

Kerrie Hoffman has global responsibility for leading the information technology strategy, execution, and operations for the building efficiency business unit of Johnson Controls Inc. Prior to joining Johnson Controls in March 2011, Kerrie held several vice president and CIO positions within Johnson & Johnson's supply chain and enterprise finance organizations. Kerrie brings over 25 years of experience and is a proven results-oriented senior executive with a consistent track record of leading enterprise transformation, creating business value, and increasing market share and revenue through IT-enabled business capabilities. She has also integrated and implemented complex technology landscapes and is known for exceeding "best in company" employee engagement practices.

 
 
Emmanuel N. Korakis

Emmanuel N. Korakis

Senior Vice President and Chief Financial Officer
S&P Dow Jones Indices

Before Mr. Korakis joined S&P Dow Jones Indices, he served as Senior Vice President, Corporate Controller and Chief Accounting Officer of McGraw Hill Financial and Chief Audit Executive of Symbol Technologies. Prior to Symbol Technologies, Manny served as a senior manager in the assurance practice of KPMG LLP and served in positions of increasing responsibility at Andersen LLP. Manny also held the position of Senior Vice President – Finance at SMR Management, LLC, a privately owned physician practice management company in New York. Manny has significant experience in corporate transactions such as mergers, acquisitions, and divestitures. Manny also has extensive experience in global business services, finance transformation, outsourcing, process automation, and performance management.

S&P Dow Jones Indices
 
Matt Montgomery

Matt Montgomery

Global Manager - Financial Process Automation
Lexmark Enterprise Software

As global manager for Lexmark's financial process automation solutions, Matt Montgomery works closely with current customers and partners to help them maximize the value they derive from Lexmark accounting and finance solutions. Prior to his current position, he was global manager for procure to pay operations and North America sourcing for Lexmark. In that role, he was responsible for creating, executing, implementing and managing the systems, practices and policies for Lexmark's global purchasing organization.

Lexmark Enterprise Software
 
Roberto Masiero

Roberto Masiero

Senior Vice President of ADP Innovation Labs
Automatic Data Processing, LLC

Roberto Masiero is the Senior Vice President of ADP Innovation Labs. Roberto joined ADP in 2000 as Director, Information Technology for ADP Brazil, when his company in Brazil was acquired by ADP. Over the last 12 years, he has led several research and development teams on core ADP solutions. Today, Roberto is responsible for ADP's Innovation Lab, where new technologies are researched and new products are developed and incubated. Recent projects include mobile applications, semantic search, big data, behavioral intelligence, and marketplace.

Automatic Data Processing, LLC
 
Gabe Perez

Gabe Perez

Vice President, Strategy and Market Development
Coupa Software Inc.

Gabe Perez draws on his experience in sales, implementation, and solutions consulting to develop go-to-market strategies across Coupa's solutions portfolio. He is also responsible for emerging market development and analyst relations, evangelizing for Coupa across the globe. Gabe is a futuristic thinker willing to challenge the status quo, well positioned to help people see the bigger picture of how software-as-a-service is changing the way companies do business and how Coupa fits into that picture. Gabe has been at Coupa for more than five years. He has held many roles, from project manager to running our presales team globally. Previously he worked at Ariba, where he participated in many global roll-outs of their software.

Coupa Software Inc.
 
Bhavesh Shah

Bhavesh Shah

Vice President Finance
Johnson & Johnson

Bhavesh Shah's current role at Johnson & Johnson is financial planning and analysis. In his 20 years with the company, he has operated in the consumer, pharmaceutical, and medical sectors of the business, with experience in finance, IT, supply chain, and sales and marketing. His global responsibilities have included worldwide CFO for diabetes care and other regional and cross-functional roles. He established the J&J sevice center for Manila in the Philippines and has worked in Singapore, India, and the Asia Pacific in addition to the U.S.

Johnson & Johnson
 
 

The Hackett Group – Conference Speakers

Tom Bangemann

Tom Bangemann

Senior Vice President, Business Transformation
The Hackett Group

Tom Bangemann has been with The Hackett Group for 12 years in various regional and practice leadership roles. Mr. Bangemann has worked on numerous advisory, consulting, auditing and benchmarking engagements in almost all company functions, with a deep focus on world-class performance, especially in the finance function. His experience includes more than 100 globalisation and sourcing projects, including shared services and outsourcing. He is a regular event speaker, chairman and panellist and is the author of Shared Services in Finance & Accounting, published in 2005. He established and chaired the Hungarian Shared Service Community and Baltic Shared Service Community and advises other shared services initiatives and company boards. He received the "Thought Leader of the Year" award from the Shared Services and Outsourcing Network (SSON) in May 2010.

The Hackett Group
 
Jason Balogh

Jason Balogh

Principal, Enterprise Performance Management Practice Leader
The Hackett Group

Jason Balogh has worked extensively in the consumer packaged goods, industrialmanufacturing and energy industry sectors. Formerly a partner with Arthur Andersen, he has multiple experiences in supporting clients with business transformations, operational improvements and finance and back office improvements, with an emphasis on driving economic impact and effectively managing the change process.

The Hackett Group
 
Chris Brennan

Chris Brennan

Principal-in-Charge, Benchmarking & Business Transformation Services
The Hackett Group

Mr. Brennan has more than 20 years of experience assisting executives at Fortune 1000 companies, focusing on large-scale transformational improvements within the finance, human resource and supply chain functions. His expertise covers a wide range of industries and business sectors, including retail, manufacturing, transportation, media and entertainment, consumer packaged goods, food and beverage and financial services. Key clients include: FedEx, Ryder, Procter & Gamble, Pepsico, Target Stores, JC Penney, Tyson Foods, Yum Brands, 7-Eleven Stores, America Online, Fannie Mae, Fidelity Investments, MeadWestvaco, Stanley Corporation, Wyeth Pharmaceuticals, Rio Tinto, Terex, ExxonMobil, Xerox, General Mills and General Electric. Prior to joining The Hackett Group, Mr. Brennan was a partner at KPMG Consulting.

The Hackett Group
 
Angela Caswell-LaPierre

Angela Caswell-LaPierre

Principal, Central Region Leader
The Hackett Group

Ms. Caswell-LaPierre has over 20 years of industry and consulting experience. She has particular expertise in enterprise cost containment programs, operating model and global business services design, enterprisewide transformation management offices (TMOs), reengineering processes, deploying global ERP system solutions, and executing change management and executive leadership strategies. Before joining The Hackett Group, Ms. Caswell-LaPierre held senior leadership positions at Johnson & Johnson, Pfizer (formerly Pharmacia), and Interpublic Group, and has directed a number of engagements for Fortune 500 companies undergoing transformational change.

The Hackett Group
 
David Dungan

David Dungan

Vice-Chairman and Chief Operating Officer
The Hackett Group

Mr. Dungan has more than 30 years of experience in working with senior executives and assisting them in creating world-class organizations. With KPMG he held various executive positions, including partner-in-charge of the Midwest/Ohio Valley Strategic Services Consulting Practice as well as the national partner-in-charge of the World-Class Finance Practice of KPMG's Strategic Consulting Practice. Mr. Dungan has been quoted in numerous publications and has been interviewed by Linda O'Bryon on PBS's Nightly Business Report television program.

The Hackett Group
 
Ted Fernandez

Ted Fernandez

Chairman and Chief Executive Officer
The Hackett Group

Publicly held since May 28, 1998 (NASDAQ: HCKT), the company, under Mr. Fernandez's leadership, has expanded its world leading benchmarking capabilities to provide comprehensive business transformation services that leverage its unique insight and metrics from worldclass performance. During his 18 years at KPMG, Mr. Fernandez served as the national managing partner of KPMG's Business Transformation and Information Technology Consulting Division and served as a member of the firm's Management Committee. Working with many multinational clients, Mr. Fernandez has developed extensive experience in business transformation, change management, international operations, acquisition due diligence and post-merger integration.

The Hackett Group
 
Allan Frank

Allan Frank

Chief Information Technology Strategist and Cofounder
The Hackett Group

Mr. Frank brings 38 years of technology and business leadership, knowledge and experience to his role at The Hackett Group. Previously, he was the first Chief Technology Officer for the City of Philadelphia; co-founder, President – Management Consulting and CTO at Return on Intelligence, Inc., a global IT services company; Partner-in-Charge, Enabling Technologies Consulting and CTO at KPMG Peat Marwick; and President and CTO of Answerthink, Inc., later renamed The Hackett Group. He is a recognized expert in the areas of information delivery, decision support and knowledge management. Mr. Frank was named Top 10 Innovators in the US by InformationWeek and received the 2001 Computerworld Premier 100 Award. His work in knowledge management has been the subject of case studies by Harvard Business School.

The Hackett Group
 
Scott Holland

Scott Holland

Global Information Technology Executive Advisory Practice Leader
The Hackett Group

Scott Holland is a principal in the IT practice and a practice leader within The Hackett Group responsible for selling IT transformation and advisory services, as well as providing project delivery oversight for strategic accounts. A senior executive with 30 years of experience and accomplishments in information systems, he has successfully managed several large-scale projects designed to increase productivity, maximize efficiencies, drive business value, and reduce operating expenses. Mr. Holland has management and hands-on experience in the design, development and implementation of state-of-the-art business programs designed to optimize IT. He is frequently quoted in IT journals such as CIO Magazine, InformationWeek, Baseline, and ComputerWorld.

The Hackett Group
 
Sean Kracklauer

Sean Kracklauer

Principal-in-Charge, Advisory Services & Research
The Hackett Group

Over the past 19 years, Mr. Kracklauer has held executive financial and management consulting positions, advising Global 1000 businesses. His areas of expertise include business process improvement and technology enablement as well as organizational and service delivery model design. In addition, he has worked extensively in finance strategy, business performance management, planning and budgeting, financial reporting compliance, and functional design for business intelligence systems.

The Hackett Group
 
Jim O'Connor

Jim O'Connor

Principal, North American Finance Executive Advisory Practice Leader
The Hackett Group

Mr. O'Connor has over 20 years of both industry and consulting experience focusing on finance transformation. He has particular expertise in strategy and organization design, business process design, strategic cost reduction, reporting, planning and performance management, BI and financial systems, shared services and outsourcing. In these roles, he has advised client executives in a wide range of industries including consumer products, financial services, higher education, manufacturing, retail, and utilities. Previously, he led the CFO Services practice at North Highland, a global consulting firm, and before that, focused on finance transformation and strategy at Archstone Consulting, now a part of The Hackett Group.

The Hackett Group
 
Harry C. Osle

Harry C. Osle

Principal, Global Human Resources Practice Leader
The Hackett Group

Mr. Osle has more than 15 years of experience in human resources and transformation consulting with specialization in HR strategy, world-class service delivery, HR benchmarking, HR management systems and use of automated solutions to streamline business processes. He is highly proficient in strategic framing, leveraging HR best practices, application implementation, workflow automation, project management, needs analysis, process control, benefits and placement technology and total quality management. Mr. Osle has strong leadership skills and technical expertise that help clients realize strategic corporate goals and reduce costs.

The Hackett Group
 
Christopher Sawchuk

Christopher Sawchuk

Principal, Global Procurement Advisory Practice Leader
The Hackett Group

Mr. Sawchuk has more than 13 years of experience in supply management, working directly with Fortune 500 and midsized firms around the globe. He has worked in a variety of industries to improve all aspects of procurement, including process redesign, technology enablement, operations strategy planning, organizational change and strategic sourcing. Mr. Sawchuk is a regular contributor to business publications, a frequent presenter at industry events and co-author of ePurchasingPlus. He has been recognized by Supply & Demand Chain Executive magazine as one of its "Pros to Know." Mr. Sawchuk's background includes engineering and operation roles with both United Technologies and IBM.

The Hackett Group
 
Murray Shevlin

Murray Shevlin

Senior Director, Hackett Performance Exchange
The Hackett Group

Throughout Murray Shevlin's 14 years with The Hackett Group, he has held several positions including European benchmark practice leader, senior benchmark advisor, REL project manager, and financial controller. Currently Mr. Shevlin manages the Hackett Performance Management team, where he is accountable for the successful execution of client engagements. During Mr. Shevlin's tenure, he has led hundreds of complex selling, general and administrative expenses benchmarks with large, complex organizations across multiple industries. He has directly managed projects in several countries including the United States, Canada, United Kingdom, France, Germany, Japan and India. His professional focus includes translating detailed empirical data into fact-based recommendations for strategic and tactical improvements within finance, human resources, procurement, sales and marketing processes. Prior to joining The Hackett Group in 1999, Mr. Shevlin held financial positions with Kimberly-Clark.

The Hackett Group
 
Anthony Snowball

Anthony Snowball

Principal, Global Benchmarking Practice Leader
The Hackett Group

Anthony Snowball leads The Hackett Group's Global Benchmarking Practice. He is accountable for The Hackett Group's comprehensive measurement portfolio as well as supervising benchmark execution worldwide. In addition, Mr. Snowball also oversees The Hackett Group's strategic alliance network to establish partnerships and managing partner objectives to align with the company's corporate and market strategy. Prior to joining The Hackett Group, Mr. Snowball led projects focused on benchmarking and process optimization engagements as an employee with Andersen's business consulting practice.

The Hackett Group