Strategic Finance Summit

SPEAKERS

Tom Kelly

Director, Oracle NetSuite

Before joining NetSuite Tom founded T-Edward, a strategic & operational Cloud consultancy providing Cloud expertise & CXO services from Fortune 500 companies to start-ups. Prior, Tom held a variety of executive positions with large cap companies including PepsiCo, eFunds & Deluxe Corporation, as well as small cap, privately held entities such as eBenX, FullContact & PeopleNet Communications.

Thursday, February 25 | 12:15-12:55 pm ET

The Future of the Finance Function

Technological disruption is affecting all corners of business, and finance is no exception. Cloud applications, intelligent automation, robotic process automation, machine learning and blockchain are empowering finance departments to move from descriptive to predictive analytics, deliver more value and respond faster to the needs of the business. We’ll look at how leading companies are engaging with new technologies and redefining their data analytics agenda to arm CFOs with insights to evaluate future technology investments and create a framework to stay ahead of automation.

Leeny Oberg

EVP and Chief Financial Officer, Marriott International

Kathleen (“Leeny”) K. Oberg was appointed as Marriott’s Chief Financial Officer, effective January 1, 2016. Most recently, Ms. Oberg was the Chief Financial Officer for The Ritz-Carlton since 2013, where she contributed significantly to the brand’s performance, growth, and organizational effectiveness.

Previously, Ms. Oberg served in a range of financial leadership positions with Marriott. From 2008 to 2013, she was the company’s Senior Vice President, Corporate and Development Finance, where she led a team that valued new hotel development projects and merger and acquisition opportunities, prepared the company’s long-range plans and annual budgets, and made recommendations for the company’s financial and capital allocation strategy.

From 2006 to 2008, Ms. Oberg served in London as Senior Vice President, International Project Finance and Asset Management for Europe and the Middle East and Africa, and as the region’s senior finance executive. Ms. Oberg first joined Marriott as part of its Investor Relations group in 1999.

Before joining Marriott, Ms. Oberg held a variety of financial leadership positions with such organizations as Sodexo (previously Sodexo Marriott Services), Sallie Mae, Goldman Sachs, and Chase Manhattan Bank. She currently serves on the Adobe Board of Directors.

She earned her Bachelor of Science in Commerce, with concentrations in Finance and Management Information Systems from the University of Virginia, McIntire School of Commerce and received her Master of Business Administration from Stanford University Graduate School of Business.

Thursday, February 25 | 10:40-11:20 am ET

Leading Beyond the Numbers: Marriott’s Dynamic Duo

CEOs increasingly are looking for finance chiefs willing to step up and be strategic partners, helping to guide the company toward sustainable success—and there’s no better example than the dynamic duo who lead Marriott. CEO Arne Sorenson and CFO Leeny Olberg will talk about their unique partnership running one of the world’s largest and most sophisticated companies through the most challenging time in its history—together. From day-to-day operations to how they’ve fostered their relationship over time, this will be an extraordinary session on leadership with two of the most influential business leaders of our time. You won’t want to miss it.

Arne Sorenson

President and Chief Executive Officer, Marriott International

Arne M. Sorenson is president and chief executive officer of Marriott International, Inc. Mr. Sorenson presides over one of the world’s largest hospitality companies and some of the most iconic brands in travel. Mr. Sorenson has built his tenure on the bedrock of Marriott International’s core values: putting people first, pursuing excellence, acting with integrity, embracing change and serving our world.

Mr. Sorenson led the acquisition of Starwood Hotels & Resorts Worldwide in 2016, resulting in a dramatic expansion of Marriott’s ability to provide unparalleled guest experiences around the world. The company now has more than 7,500 properties across 132 countries and territories and 30 brands. The merger also created the travel industry’s largest customer-loyalty program, Marriott Bonvoy, which has more than 140 million members.

An outspoken corporate leader, Mr. Sorenson has advocated for environmental sustainability, human rights, and diversity and inclusion.

Mr. Sorenson joined Marriott in 1996 and held a number of positions before serving as president and chief operating officer. He was elected to Marriott’s Board of Directors in 2011. He became chief executive officer in 2012, making history as the first person to hold the post without the Marriott family name.

Under his tenure, Marriott International has been recognized extensively, including by Fortune in 2020 as one of the World’s Most Admired Companies and DiversityInc as one of the Top 50 Companies for Diversity. In 2019, Mr. Sorenson was named CEO of the Year by Chief Executive magazine and was placed on Forbes’ list of America’s Most Innovative Leaders and Barron’s list of World’s Best CEOs.

Mr. Sorenson is active on multiple boards. He joined the Microsoft board of directors in November 2017. He is also a member of the board of directors of the Business Roundtable, serving as chair of its Health and Retirement Committee, co-chair of its COVID-19 Taskforce and as a member of its Special Committee on Racial Equity and Justice. He serves on the board of trustees for The Brookings Institution and the board of directors for Special Olympics and the Warrior-Scholar Project.

Mr. Sorenson is a graduate of Luther College in Decorah, Iowa, and the University of Minnesota Law School. Before he joined Marriott, he was a partner with the law firm Latham & Watkins in Washington, D.C. He and his wife Ruth live in the Washington, D.C., area, where they raised four children.

Thursday, February 25 | 10:40-11:20 am ET

Leading Beyond the Numbers: Marriott’s Dynamic Duo

CEOs increasingly are looking for finance chiefs willing to step up and be strategic partners, helping to guide the company toward sustainable success—and there’s no better example than the dynamic duo who lead Marriott. CEO Arne Sorenson and CFO Leeny Olberg will talk about their unique partnership running one of the world’s largest and most sophisticated companies through the most challenging time in its history—together. From day-to-day operations to how they’ve fostered their relationship over time, this will be an extraordinary session on leadership with two of the most influential business leaders of our time. You won’t want to miss it.

Cari Thomas

Chief Financial Officer, Quatris Healthcho

Cari Thomas has more than 20 years of financial and management experience, with a key focus on aligning organizations and managing risk in high-growth sectors. She is currently CFO at Quatris Healthco, where she oversees HR and the finance functions. There she prioritizes growing the people needed to thrive in a tumultuous healthcare environment, leveraging the most suitable technology to operate in a fast paced and ever-changing market, and maintaining a fiscally sound firm. Within her first year, she co-led a NetSuite migration that has positioned the firm for continual growth and set up financial reporting systems to help the company optimize resources. Previously, as the CFO of Jibe Consulting, Cari played a key role in establishing an Indian subsidiary that allowed for local- and offshore-market growth. She also implemented an Oracle ERP system that transformed finance from a back-office player to a strategic front-office partner for our workforce. In her CFO capacity at Jibe, she won the 2013 CFO of the Year award, given by Portland Business Journal. Cari earns the trust of executives, tell compelling stories behind data, and move levers through lean teams; she honed these traits as a she built her “CFO for Hire” practice, working on projects for online retailing, electronics, high-tech, and professional services firms.

Outside of work, Cari supports her senior finance peers as a board member and the Past President of Financial Executive International Organization in Portland.

Thursday, February 25 | 12:15-12:55 pm ET

The Future of the Finance Function

Technological disruption is affecting all corners of business, and finance is no exception. Cloud applications, intelligent automation, robotic process automation, machine learning and blockchain are empowering finance departments to move from descriptive to predictive analytics, deliver more value and respond faster to the needs of the business. We’ll look at how leading companies are engaging with new technologies and redefining their data analytics agenda to arm CFOs with insights to evaluate future technology investments and create a framework to stay ahead of automation.

William Thondike

Managing Partner, The Cromwell Harbor Partnership; Author, The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

Will Thorndike is the Managing Partner of The Cromwell Harbor Partnership, a private investment company with a variety of long-term holdings. Prior to Cromwell Harbor, Thorndike founded Housatonic Partners, a leading private equity firm with offices in Boston and San Francisco known for exceptionally long investment holding periods.
At Housatonic, Thorndike was the pioneering institutional investor in the search fund asset class and played a central role in refining its acquisition criteria.

Thorndike is also a Founding Principal at TTCER, a private investment partnership, a co-Founder at Compounding Lab, an investment collaboration focused on long term consolidations, and a lead investor at Banyan Software, a related platform in the vertical market software industry. He is Chairman of the Board at CNX Resources, a publicly-traded (NYSE) energy company, and the Co-Chairman of EverArc Holdings, a London-based acquisition vehicle publicly traded on the LSE.

Thorndike is Research Advisor to Wellington Management’s Public Permanent Capital investment strategy and Co-Founder of Sun Mountain Partners, a public market investing partnership. He is also a Director of several private companies, including QMC Telecom.
Finally, Thorndike is a Founder and Jury Member for The Singleton Prize for CEO Excellence, serves as a Trustee for The Cromwell Harbor Foundation, WGBH, College of the Atlantic, and the Land and Garden Preserve.

He is a frequent lecturer at the Stanford GSB and the Harvard Business School and speaks often on both capital allocation and search funds. Thorndike is the author of The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success, which has been translated into twelve languages.

A graduate of Harvard College and the Stanford Graduate School of Business, he lives in Boston with his wife, Genie, and two children, Charlotte and Nick.

Thursday, February 25 | 1:00-1:40 pm ET

Cash and Capital – A Blueprint for Optimizing Long-Term Value

Companies that outperform their industry groups over long periods of time take different approaches in terms of strategy, leadership and innovation but the outlier performers shared one commonality – they are good allocators of capital. Learn the secrets of Warren Buffett and other outstanding CEOs and create a checklist for capital allocation.