Strategic CFO Forum


Featured CFO & Executive Speakers

James Kavanaugh

James Kavanaugh

Senior Vice President and CFO, IBM

Mr. Kavanaugh joined IBM in 1996 and held a series of finance positions with increasing responsibility over the last three decades. As CFO, he is responsible for leading IBM’s worldwide financial operations, overseeing accounting and controllership, financial planning and analysis, tax, internal audit, investor relations, corporate development and treasury.

Through his experience as CFO at IBM (and previously as SVP of Transformation & Operations, where he led IBM’s transformation to a data-driven cognitive enterprise), Mr. Kavanaugh will share what strategic CFOs — and their finance teams — can do to drive value through the organization.

Ann Dennison

Ann Dennison

EVP and Chief Financial Officer, Nasdaq

Ann Dennison serves as Executive Vice President and Chief Financial Officer at Nasdaq. With more than 20 years of experience in corporate finance, financial reporting and analysis, Ann leads a global team responsible for Corporate Finance (Controllers, Tax, Advisory Office), Treasury, Planning & Analysis, Investor Relations, ESG Reporting, Procurement and Real Estate, Facilities and Security.

Ann joined Nasdaq in 2015 as Senior Vice President, Controller and Chief Accounting Officer and was responsible for all areas of the company’s accounting, financial reporting, analysis, and disclosure, as well as budgeting and planning, tax, procurement and global accounting operations.

Prior to joining Nasdaq, Ann was a Managing Director and Head of Financial Reporting at Goldman Sachs. Ann holds a BBA/MBA, Accounting and Finance from Pace University’s Lubin School of Business.

Chris Greiner

Chris Greiner

Chief Financial Officer, Zeta Global

Chris Greiner joined Zeta as Chief Financial Officer in early 2020 and took the company public on the NYSE in June 2021. In his role, Chris is responsible for the Company’s financial strategy, and oversees all financial and sales operations functions at the company. Chris has more than 20 years of experience in the technology sector, with the last decade focused on AI, analytics, and SaaS software.

Over the course of his career, Chris has held a variety of C-suite roles in product development, operations, sales, customer success, and human resources. He has extensive M&A experience, deep expertise in leveraging platform technologies and big data to fuel high-margin growth and a track record of success in the international markets. He also has experience directing global operations, IPO processes, and strategic transformations in a wide range of industry verticals. 

Prior to joining Zeta, Chris held the position of chief financial officer at LivePerson (NASDAQ: LPSN) and Inovalon (NASDAQ: INOV) along with multiple divisional and global CFO roles spanning more than 12 years at IBM.

Chris holds degrees in finance and economics from Baylor University.

Nicole Heim

Chief Financial Officer, LogicSource

Niki Heim joined LogicSource in July 2014 and holds the role of Chief Financial Officer, where she is responsible for the accounting operations of the company. Prior to joining LogicSource, Niki was the Controller at Title Nine Sports, a women’s activewear company. She began her career by gaining four years of experience in public accounting where she worked on various industries including small business, government entities, and financial institutions. Additionally, as a Senior Analyst in the Risk Management team at a financial institution, Niki was responsible for leading the Sarbanes-Oxley audit, performing risk assessments, and she provided consultation on risk mitigation strategies and controls. Niki received a BS in Accounting from Siena College.

Dan Rice

Dan Rice

President, Thayer Leadership; Special Advisor to the Commander-in-Chief of the Ukrainian Armed Forces

Dan is the President of Thayer Leadership and a 1988 graduate of the U.S. Military Academy at West Point. In 2010, Dan co-founded Thayer Leadership along with four other West Point graduates with the mission of bringing the world to West Point and bringing West Point leadership to the world. Over the past 10 years, Thayer has grown steadily, becoming one of the Top 40 leader development companies in the world. As a lifelong learner, he has earned 3 Masters degrees and recently completed his Doctoral classes.

He is a graduate of Airborne, Ranger, and Jungle Schools; and served two 1-year tours in the Middle East. After completing his Army commitment, Dan entered the private sector where he served as Chief Marketing Officer for a $500 million medical device manufacturer; Managing Director of a $10 billion investment firm; Co-Founder of a private equity firm in Iraq, and Co-Founder of a solar hybrid company in Afghanistan.

In 2004, Dan voluntarily joined the New York National Guard as an Infantry Captain to deploy to Iraq, where he served for 1-year as a Civil Affairs Officer at Forward Operating Base Danger in Tikrit. He was awarded the Purple Heart, Army Commendation Medal, and Combat Action Badge.

In 2022, Dan was named Special Advisor to the Commander-in-Chief of the Ukrainian Armed Forces.

Dan has been published in the Wall Street Journal, Small Wars Journal, and Chief Executive magazine. In 2013, he published and co-authored his first book, West Point Leadership: Profiles of Courage, which features 200 of West Point graduates who have helped shape our nation. The book received 3 literary awards from the Independent Book Publishers Association plus an award from the Military Society Writers of America (MSWA). Dan has appeared frequently on various news networks including CNN, FOX News, FOX & Friends, Bloomberg TV, NBC, MSNBC, and The Today Show.

Ed.D., ABD, University of Pennsylvania, Graduate School of Education (graduation expected 2022)

MS.Ed., Leadership & Learning, University of Pennsylvania, Graduate School of Education, 2020

M.S., Integrated Marketing Communications, Medill Graduate School, Northwestern University, 2018

M.B.A., Kellogg Graduate School of Management, Northwestern University, 2000

B.S., National Security, United States Military Academy, 1988

Subject Matter Expert Speakers

Paul Calamita

Paul Calamita

Partner, Management Consulting, RSM US LLP

Paul is a partner in RSM’s Management Consulting practice and is currently the Technology and Management Consulting line of business leader for the Tri-State market. Within this practice he provides a wide spectrum of technology and management consulting services to help his clients translate their strategic business objectives into business and IT solutions that measurably improve their performance, including; Strategy and Advisory, Business Transformation, Business Applications and Managed Services and Outsourcing. He has more than 25 years of business consulting experience working across a diverse set of industries including, financial services, consumer and industrial products as well as healthcare and non-profit. He has worked extensively with middle market and Fortune 500 organizations.

Throughout his career Paul has managed the assessment and redesign of his client’s critical business processes, leveraging industry best practices, while coaching executive and client management teams through the implementation of new organizational structures, systems and operating models, ensuring success in reaching timelines, project milestones and change management. He has also led the Program Management Office (PMO) related to several of these strategic and sometimes global client initiatives, including system implementations, merger integration and divestiture events, which was instrumental in helping to identify and resolve system, operational and organizational risks identified during the course of these engagements. A key to his success has been his ability to foster a collaborative team approach across functional and technical workstreams.

Aditi Charnoubi

Aditi Charnoubi

Chief Growth Officer, Vic.AI

Aditi is a seasoned Enterprise Technology Executive. Her career has been focused on incubating and scaling emerging technology platforms, sales & strategic partnerships, and building verticals for enterprise and public sectors globally. As Chief Growth Officer, Aditi spearheads Business Development and Global Alliances to drive strategic product and sales initiatives.

Jim Clayton

Jim Clayton

Principal, Management Advisory Services, BDO

Jim is a strategic planner and progressive business transformation strategist with more than 20 years of combined experience impacting the visibility and performance of companies through orchestration of resources, operations, process improvement, policies, and protocols. Prior to joining BDO, he was a principal in the Business Advisory practice of AC Lordi where he helped finance organizations navigate process and technology changes, and increase their overall value proposition to their business partners. He also served as a senior director for a $33 billion global health insurance firm where he directed multi-location project staff in execution of a $100+ million financial process and systems project, and as global project controller for a $3 billion professional services firm.

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Richard Davis

Principal, Management Consulting, RSM US LLP

Richard is a trusted business partner to today’s C-Suite teams and proven leader in the digital transformation space and how it impacts his clients. During the last 20+ years Richard has been the principal architect for executive teams as they modernize their finance and technology organizations as they engage their teams. He successfully combines a deep understating of financial reporting and internal control with enterprise technology enablement and specializes in the bridging the gap between finance and technology and turning enterprise performance data into meaningful insight to drive value through the lens of finance.

He has the ability to leverage strong change management skills to implement the vision and strategic roadmap for an organization, integrating all elements of the firm’s value chain, and harmonizing strategy, operations, technology, and people.

Service delivery experience includes:

· Richard has worked extensively with public, private, and private equity owned companies, most of which have a global presence, a complex service delivery footprint, and equally complex technology, risk management, and financial reporting ecosystem. Because of his ability to quickly analyze the relationships between sales, operations, IT, and finance he can quickly identify opportunities to create value and capture growth opportunities.

· Because of his financial reporting and technology implementation background he can quickly validate scalability and growth assumptions, assess whether finance teams have the right tools and data to deliver insights to improve margin and EBITDA, and how the company can better optimize cash management and working capital.

· His recommendations to clients are always clear and executable, based on facts, data, and analysis. More important than a good report, however, is the ability for his clients to act and realize benefits both in the short and the long term. Accordingly, Richard is laser-focused on the cultural aspects of change management and the impact on both his client and on his team.

His industry experience includes consumer products, technology, media & telecommunications, business services, and retail.

Notable engagements include:

· Digital transformation

· Event-driven transactions including IPO readiness, merger integration, and carve outs

· Enterprise performance management and analytics

· IT strategy and application rationalization

· Lead to cash, procure to pay, and record to report transformation

· ERP optimization and technology selection services

· Finance function performance benchmarking

· Finance delivery model evaluation & design

· Liquidity forecasting, cash forecasting, cash management and working capital optimization

· Financial controls and reporting processes including Sarbanes-Oxley readiness (SOX)


· Bachelor of Arts, finance and accounting, Saint Anselm College

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Lisa Donahue

Co-Head of the Americas & Asia, AlixPartners

Lisa Donahue is the Co-Head of the Americas & Asia at AlixPartners.  She previously served as the Global Co-Lead of the Turnaround & Restructuring practice.  She guides underperforming companies through complex operational turnarounds in the roles of Chief Executive Officer, Chief Restructuring Officer, and Chief Transition Officer.   She most recently served as an advisor to AeroMexico airlines, and was previously the Chief Development and Transition Officer at Westinghouse, and prior to that was the Chief Restructuring Officer for the Puerto Rico Electric Power Authority.  She is a previous board member of AlixPartners, and currently serves on the boards of The Nucleus Group and Tina’s Wish.  Lisa is a member of the Council on Foreign Relations and lives in New York City.

Val Laufenberg

Val Laufenberg

Partner, Management Advisory Services, BDO

Val serves as a leader in BDO’s Management Advisory Services team. She focuses on the development of strategic plans and working with clients worldwide to achieve their business goals. With her vast knowledge and experience of the 80/20 principle, Val helps clients plan their future in a way that maximizes potential, develops competitive advantages, and positions them for growth and success. In addition to being a licensed CPA, Val holds a Master of Professional Accountancy (MPA) degree. She often speaks at various community events including WMEP’s Manufacturing Matters, the Institute of Management Accountants (IMA), the Rotary, CEO groups, the Construction Resource Network, TEC/Vistage summits, and many other corporate events.

Valerio Trinchi

Valerio Trinchi

AVP Growth Initiative Leader, HighRadius Corporation

Valerio is a professional with 20+ years of experience in treasury, finance, and capital markets in the US and overseas. As a practitioner, he covered the spectrum of hands-on treasury activities, and as a consultant, he was instrumental in building a successful treasury technology practice, building a deep knowledge of treasury automation and the landscape at large.

He is now leveraging all his previous experiences at HighRadius, applying new technologies to automate treasury processes and create the platform of the future.