Sir Richard Branson & Sam Branson
join Coupa CEO Rob Bernshteyn
to share with attendees how their passion for disruptive innovation, and approaches to entrepreneurialism have helped create new paths for companies to generate customer and business value.
inspire 2016 speakers
Rob Bernshteyn, CEO, Coupa Software
Rob is the Chief Executive Officer and President of Coupa, and drives the company’s strategy and execution. Rob has over two decades experience in the business software industry. He came to Coupa from SuccessFactors, where he ran Global Product Marketing & Management, as a member of the executive management team; as the company scaled from an early start up to a successful public company. Prior to that, Rob directed Product Management at Siebel Systems, where he helped build Siebel ERM into one of the company’s fastest growing product lines. Rob also did a stint in management consulting at McKinsey & Company, and spent four years at Accenture, where he focused on global SAP systems implementations.
Rob is a guest lecturer at Harvard and Stanford business schools, and a frequent contributor to Forbes and Fortune magazines. He can often be heard providing commentary on major news programs including Bloomberg's Money Moves and NPR Morning Edition. Rob holds a BS in Information Systems from the State University of New York at Albany and an MBA from Harvard Business School.
Sir Richard Branson, Founder of the Virgin Group
Sir Richard Branson is Founder of the Virgin Group. Virgin is a leading international investment group and one of the world's most recognised and respected brands. Conceived in 1970 by Sir Richard Branson, the Virgin Group has gone on to grow successful businesses in sectors including mobile telephony, travel & transportation, financial services, leisure & entertainment and health & wellness. Virgin has created more than 400 branded companies worldwide and employs more than 60,000 people, operating in over 50 countries. Global branded revenues of £15bn ($24bn) in 2012.
Sir Richard has challenged himself with many record breaking adventures, including the fastest ever Atlantic Ocean crossing, a series of hot air balloon journeys and kitesurfing across the Channel. He has described Virgin Galactic, the world’s first commercial spaceline, as “the greatest adventure of all.”
He is also a record breaker online, voted the UK’s number one Twitter user, the world’s most social CEO and the world’s most followed person on LinkedIn. He maintains a daily blog on http://virgin.com with more than 21 million followers across five social networks.
Since starting youth culture magazine Student aged 16, Sir Richard has found entrepreneurial ways to provoke positive change in the world. In 2004 he established non-profit foundation Virgin Unite to tackle tough social and environmental problems and strives to make business a force for good. Most of his time is now spent working with Virgin Unite and the organisations it has incubated, such as The Elders, Carbon War Room, B Team and Branson Centre of Entrepreneurship.
Sir Richard was awarded a knighthood for services to entrepreneurship. He lives on Necker Island with his wife Joan, and has two children, Holly and Sam.
Sam Branson, Social entrepreneur, adventurer and filmmaker
Sam is the son of Richard and Joan Branson. His passion for adventure and the environment has seen him endure many challenges – most notably embarking on a 1,400 mile, three-month, dogsled expedition to the Arctic to raise awareness around climate change. This trip was a pinnacle moment in Sam’s life, sparking his desire to initiate conversations around important topics and engage people to create positive change.
In 2012 Sam founded Sundog Pictures, a production company created with the specific ambition to deliver challenging, entertaining and informative content, to tell stories that matter and bring new audiences to important topics.
Sam see’s his team at Sundog as problem solvers, and hopes that their bold and thought-provoking outlook will encourage people to see the world differently, giving people the tools and knowledge to have a more positive impact in their own lives.
Sam has an active interest in Virgin and has recently joined Virgin Management - helping to tell the story of Virgin as a force for good in the world and supporting Virgin Unite and Virgin Disruptors.
The remainder of Sam’s focus rests with his passion for philanthropy. He is one of the founders of Big Change – a charity challenging the status quo on how we support and drive positive change for young people in the UK. Big Change incubates entrepreneurial ideas that can drive long term social change and is disrupting the traditional model of charity.
Sam strongly believes in the importance of stepping outside your comfort zone, challenging yourself and that there is no such thing as failure. It is this attitude that spurred him and his cousin Noah to found the Virgin Strive Challenge – an ongoing project to raise funds for Big Change, through the completion of extreme challenges. Focusing on the power of a positive perspective and the importance of a growth mindset in young people, the Virgin Strive Challenge acts as a metaphor for the young people it supports.
Sam currently lives in London with wife Isabella Branson and the newest edition to his family, his daughter Eva-Deia.
Daniel Abichandani, Leader National S&P FI Consulting Practice, Deloitte
Daniel is a leader of our Canadian Financials Services Sourcing and procurement Practice. He focuses on Procure to Pay Transformation, Supplier Risk Management and strategic sourcing with many financial services clients including but not limited to the Bank of Montreal, TD Bank, and CIBC. Daniel led large/complex Coupa implementations for 2 of the top 5 Canadian Banks.
Jake Adger, Director of Product Marketing, Coupa
Jake has 14 years of experience bringing enterprise software products to market. Jake manages product Go-To-Market activities at Coupa, including the monthly One Vision webinars that bring customers together with leaders from the product team. Jake also writes various papers and articles on spend management. Prior to Coupa, Jake worked at RealtyTrac, SuccessFactors, and Deloitte Consulting. Jake holds an MBA from The Wharton School and a B.S. in Economics and Computer Science from Vanderbilt University.
Felis Amaro, Sanofi
Felis is currently a Business Partner within the Sanofi Program Management Office, serving as the Solution Readiness lead for the rollout of Coupa. She has over 20 years of experience in successfully leading various ERP and procure to pay implementations across a variety of industries including life sciences, manufacturing, and professional services. Felis graduated from Kean University with a BA in Accounting and is a CPA.
Teran Andes, Managing Director, Product Operations and Procurement – HCLS Leader, KPMG LLP
Teran leads the US Healthcare Life Sciences - Product Operations and Procurement Practice at KPMG, with a focus on Operations Strategy, Target Operating Model Development, Category Strategies and Strategic Sourcing and Supply & Supplier Risk Management.
Teran has nearly 20 years of strategic sourcing and procurement, supply chain management experience and business unit/P&L leadership experience in FORTUNE 500 corporations and consulting. He has broad experience in working with leading organizations and their executive teams through complex business transformations, strategic cost reduction, M&A integrations, and change management initiatives in the health care, automotive manufacturing, and consumer packaged goods industries. He has a BS degree from the University of South Florida and an MBA from Vanderbilt University.
Mark Arrigotti, Global Procurement Operations, Uber
Mark is a senior leader with 15+ years of proven success in Procurement, Operations, Financial Planning, IT Systems, and Project Management within Software, Financial Services and Consulting industries. Over the course of his career he has held senior level roles for high growth Fortune 500 market leaders as well as dynamic startups.
Mark’s specialties include Procurement Leadership, Strategy & Program Development, Technology Based Transformation, Financial Compliance and SOX.
Jérémy Aubert, Senior Solution Consultant, Coupa
Jérémy has over 18 years of experience in consulting operations and presales with a focus on procurement, sourcing and supply chain management. Prior to Coupa, Jérémy was an Ariba/SAP employee during 14 years across diverse functions like Implementation Manager France and EMEA Presales. Additional experiences include Implementation Consultant at Baan Software and Project Manager at KPMG and AXA Group Solutions.
James Bargerbos, System Administrator, Ausdrill, Ltd.
James grew up and lives in Perth, Western Australia, with wife Benita and their two kids (Theo and Caitlin). He has worked at Ausdrill since May 2012 (Cataloguing, Document Writing and Procurement) prior to the Coupa roll-out. Starting in 2015, he became the Coupa System Administrator and is a very active member of the Coupa Community.
He studied Advanced Diploma of Contemporary Music (Bass Guitar) at the Western Australian Academy of Performing Arts, and Bachelor of Theology at Trinity Theological College in Perth.
Chris Barker, Senior Director, Workplace Solutions at Capital One
Chris Barker has 15 years of experience in technology and solutions delivery and has held numerous positions across the software delivery lifecycle. Chris has led successful implementations of corporate ERP, HR, and Risk systems where he leveraged the latest technology advances to solve problems, increase efficiencies, and enable customers. Chris’ expertise lies in aligning technology initiatives with business goals – ensuring a focus on customer experience, simplification, and innovation.
Chris currently leads Capital One’s Workplace Solutions Infrastructure group, where he is responsible for setting the strategy and overseeing the implementation of technology solutions for Capital One’s Enterprise Supplier Management function.
Magnus Bergfors, Gartner
Magnus Bergfors is part of the team covering Gartner's research on evaluating and deploying procurement and sourcing technologies, cross-industry and cross-technology. Solutions covered include spend analysis, e-sourcing, contract life cycle management, e-procurement, buy-side catalog management, supply base management and contingent workforce management solutions.
Mr. Bergfors has more than 10 years of experience in purchasing and supply chain management, more than half of this time spent in practitioner roles such as strategic buyer, category manager, e-sourcing manager and team leader for purchasing systems. Mr. Bergfors also has experience as a consultant both from a purchasing system vendor and from an independent consulting firm, where he headed the business area for purchasing systems
Judy Bowen, Director Procure-to-Pay project, H&R Block
Judy Bowen is currently the Director over the Procure-to-Pay project for H&R Block, a leading tax preparation company. Judy is leading this project overall, including H&R Block’s global business units. Prior to this position, Judy was Director of Enterprise Payables for Block, responsible for both the Accounts Payable and Travel & Expense functions.
Judy has 35+ years in a variety of finance and accounting roles at several companies, including H&R Block, Sprint and Kansas City Southern Industries ranging from payroll, asset management, inventory, accounts payable and travel expense reimbursement. Throughout her career she has been involved in many projects focused on process improvement.
Judy graduated from Central Missouri University with a bachelor’s degree in business administration.
Jon Buckbee, Senior Director, Enterprise Supplier Management at Capital One
Jon Buckbee has 20 years of experience in Operations, Technology, and Supply Chain, and has led several transformations in the Financial Services industry. He is currently the Category Director for Capital One’s Real Estate, Facilities, and Associate Amenities categories for the enterprise. He is also accountable for Capital One’s Center of Excellence teams for Category Management and Strategic Sourcing, and has a leadership role in Capital One’s deployment of Coupa. He has been with Capital One for 16 years, prior to which he worked in Ernst & Young LLP’s Audit and Assurance Practice.
Jason Busch Founder, Head of Strategy Azul Partners, Inc.
The closest thing to a household name in procurement and supply chain, Jason has led the charge as an advocate, futurist and evangelist since the 1990s.
Initially at FreeMarkets and then an adviser to Ariba and other firms, Jason branched out on his own to establish the Spend Matters brand (parent company: Azul Partners), which emerged to become the largest news and information portal covering the sector. Over the years, Azul Partners has expanded this digital portfolio to 12 affiliated properties including leading titles such as Spend Matters UK/Europe, MetalMiner and Public Spend Forum, making it one of the largest independent B2B digital media firms. Jason divides his time between research, speaking, corporate finance advisory and mentoring dozens of firms and procurement organizations in the industry.
Prior to Azul Partners and FreeMarkets, Jason worked in consulting and merchant banking. He holds undergraduate and graduate degrees from the University of Pennsylvania.
Lynn Clarfield, Director Process and Strategy, Shaw Communications
Lynn Clarfield currently leads the Process and Strategy team in the Supply Chain and Sourcing organization at Shaw. Reporting to Janice Davis, SVP, Supply Chain, Lynn oversees a team of analysts, consultants and project managers to implement supporting processes for strategic sourcing and purchasing. This includes spend analytics, market research, contract management, savings reporting, training, electronic sourcing, and most recently setting the strategy and overseeing the implementation of the P2P Coupa solutions for purchasing.
Caroline Coates, Business Operations Systems Analyst, Box
Caroline supports all the financial systems (Coupa, NetSuite, Anaplan, & Concur) at Box. Over the past year she has managed various projects that enabled her business partners to use these tools in meaningful ways. In her year and a half at Box, the biz ops system has been focused on manual automations including projects building out integrations, standing up systems for Box Japan, enabling vendors for FX payments, and our road to SOX compliance.
Craig Culver, Director, Global Supply Chain, Woodward, Inc.
Craig joined Woodward in 2003 after working for Lucent Technologies. First serving as a Global Commodity Manager, then promoted to Director of Supply Chain in 2011. He is responsible for all Indirect purchasing for Woodward. He has a team of 14 people working for him. Craig is based out of Woodward's headquarters in Ft. Collins, Colorado.
He received his bachelors degree from the United States Merchant Marine Academy in 1986. He received his Masters Degree from Stevens Institute of Technology in 1994.
David Desharnais, Senior Vice President and General Manager, Digital & Commercial Platforms and Services, GCP
Developing partnerships and solutions to uniquely serve the $300T in B2B supply chain spend. Board member of Etairos Corporation, Sequent Learning Networks, and Power Connector Inc.
Bryan Doepken, Products Sourcing and Procurement Practice Leader, Accenture
Bryan is a leader in the Products Sourcing and Procurement Practice at Accenture, focused on driving business transformation for his clients. He has 15 years of deep experience in source to pay processes and technologies across a wide variety of industries including life sciences, state government, financial services, resources, transportation, and retail. He graduated with a BBA in Management Information Systems from Baylor University.
Todd Dooley, VP of Finance for H&R Block
Todd Dooley is VP of Finance for H&R Block, a leading tax preparation company. Todd is leading the establishment of a company-wide focus on operational excellence, which includes improving the company’s productivity efforts and analytics as well as the company’s sourcing and field logistics teams.
Todd has 20+ years in a variety of finance and accounting roles at Ceridian, IBM and 3M ranging from auditing, controllership, pricing, financial analysis, financial consolidations, shared services, customer and product profitability, and FP&A systems. Todd was the Director of Global Finance Transformation at Stanley Black and Decker in 2013 and 2014 and SVP of Finance at Ceridian from 2006-2012.
He was also a Captain in the Air Force and was a decorated ICBM commander. He holds a bachelor’s degree in accounting from The University of Notre Dame and a master’s in business from the University of North Carolina at Chapel Hill. He was the leader and co-inventor of the Ceridian-UCLA Pulse of Commerce Index, an important measure of the pulse of the U.S. economy.
Amit Duvedi, Vice President of Business Strategy, Coupa
Amit Duvedi is Vice President of Business Strategy at Coupa. He has eighteen years of experience in helping companies across industries discover and realize differentiated business value and competitive advantage by deploying technology. Amit’s areas of focus include board ready business cases, business process performance benchmarking, business strategy and thought leadership.
Prior to Coupa, Amit worked at SAP and McKinsey. He has an MBA from University of Chicago and degrees in Engineering from University of Connecticut and the Indian Institute of Technology.
Mauro Erriquez, Partner, McKinsey & Company
Mauro Erriquez is a Partner at McKinsey & Company, where he leads the firm’s Source-to-Pay Service Line on a global level. Mauro has more than a decade of experience in purchasing and operations management. In his work, he has supported clients in increasing their performance levels through transformations, operational improvement programs, and capability building. He was responsible for building up both the Source-to-Pay and eProcurement Service Lines at McKinsey, which are now supporting client organizations across all industries in reducing spend, and improving the compliance and efficiency of their purchasing functions. Prior to joining McKinsey, Mauro spent four years working at General Motors and Fiat in strategic purchasing.
Amy Fong, Senior Procurement Advisor and P2P Program Leader
Ms. Fong is a Senior Advisor for The Hackett Group’s Procurement Executive Advisory program and Program Leader for the Purchase to Pay Advisory Program. She has 20 years of experience in both industry and consulting with a focus on procurement, supply chain and organizational effectiveness. Amy helps business leaders to improve source to pay processes, manage complex supply chain partnerships, and mature their organization’s service delivery model. She performs extensive primary research on the source to pay and operations space and has authored numerous publications. Ms. Fong holds an MBA from Vanderbilt University and a BS from Syracuse University.
Phil Foti, Senior Solutions Consultant, Coupa
Phil has spent the last 30+ years riding the major waves of Enterprise Technology and Spend Management from several perspectives:
• moved from Mainframe to PC, Client/Server, Cloud/SaaS and Mobile
• with leaders such as Merrill Lynch, Borland, Netscape, Ariba and Good Technology
• acting as Developer, Project Manager, Consultant, Trainer as well as Supplier
• involved with the early days of B2B Procurement since 1997 and founded a boutique consulting firm focused on getting real results from early Source-to-Pay solutions
Phil joined Coupa in 2014 and demonstrates what is possible with a mature, success-driven platform, building upon what has worked and not worked for large customers and ERP Integration, Visibility, Sourcing, Procurement, Invoicing and Supplier Enablement projects.
Dana Gardner, Principal Analyst, Interarbor Solutions
Dana Gardner is president and principal analyst at Interarbor Solutions, an enterprise IT analysis, market research, and consulting firm. Gardner, a leading identifier of software, big data and cloud productivity trends and new IT business growth opportunities, honed his skills and refined his insights as an industry analyst, pundit, and news editor covering the emerging software development and enterprise infrastructure arenas for the last 20 years. He has been an ongoing blogger and podcaster at BriefingsDirect (http://www.briefingsdirectblog.com) since 2005. Gardner tracks and analyzes a critical set of enterprise software technologies and business development issues: Cloud computing, SOA, business process management, big data, next-generation data centers, and application lifecycle optimization. He is a former senior analyst at Yankee Group and Aberdeen Group, and a former editor-at-large and founding online news editor at InfoWorld. He is a former news editor at IDG News Service, Digital News & Review, and Design News.
Max Goralnck, Deloitte Consulting LLP
Max is a senior leader in Deloitte Consulting Sourcing and Procurement practice. He brings over 15 years of consulting and industry experience that spans across the entire supply chain, including procurement strategy, transformation, organization design, process reengineering, spend analysis/diagnostics, category sourcing and management, and Supply Chain technology business case development and systems implementations. Max’s focus is leading the Public Sector segment of the Sourcing and Procurement practice to include Federal and State Government and Higher Education.
Jim Gorzalski, Chief Procurement Officer (CPO), Capital One Financial Corporation
Jim Gorzalski is Chief Procurement Officer (CPO) for Capital One Financial Corporation, a Fortune 500 company and one of the leading financial services companies in the nation. Capital One is one of the top 10 banks in the country, with branch locations across New York, New Jersey, Louisiana, Texas, Virginia, Maryland and the District of Columbia.
In his current role, Gorzalski’s Enterprise Supplier Management team is responsible for sourcing, contracting and supplier management for the enterprise, partnering closely with internal business owners to manage billions in annual spend and ensuring all vendors are fully compliant with the company's third party management policies and procedures.
Gorzalski has nearly 30 years of experience in the procurement field with a record of success as sourcing strategist and tactician, delivering consistent results at leading, global manufacturing and financial services companies. Most recently, he was Managing Director of Sourcing and Procurement Services at JPMorgan Chase for six years. In that role he was responsible for the strategic sourcing function for all consumer lines of business including Retail, Credit Card and Mortgage Banking as well as global procurement for the organization across more than 10 countries. Prior to that, Gorzalski was Senior Vice President and Chief Procurement Officer at Washington Mutual where his team was responsible for the procurement of all products and services provided to the bank through domestic and foreign suppliers.
Myron Gramelspacher, Sr. Director, Global Indirects Sourcing & Supply Chain, Greif, Inc.
Myron Gramelspacher joined Greif in February 2004 as part of the Global Sourcing & Supply Chain organization. Currently, as Sr. Director, Global Indirects Sourcing & SC, he has responsibility for driving activities which impact more than $650 million of Indirects external spend worldwide.
Myron has led the Indirects Sourcing transformation, resulting in significant impact across both the traditional and non-traditional categories. Additionally, he has driven productivity and cost improvements in Greif’s transportation / logistics expenditures. Myron was recognized for his achievements in 2007 by Supply & Demand Chain magazine as a “Pro to Know.”
Before joining Greif, Myron worked three years for Mettler-Toledo in its sourcing and supply chain organization and 12 years with GE in the manufacturing, quality, sourcing and supply chain areas. At GE, Myron was Six Sigma Black Belt certified and held an international assignment in France.
Myron holds a Master of Business Administration degree from Marquette University in Milwaukee, and a Bachelor of Science degree in Mechanical Engineering from Purdue University.
Myron and his wife, Kim, live in Powell, Ohio and have two children, Ella and Evan.
Raja Hammoud, Vice President, Product Marketing and Management
Raja is Vice President of Product Marketing and Management at Coupa, and drives the product portfolio’s strategy & roadmap. She leads Coupa’s Product teams, including product management, user experience and product marketing. Since 2012, Raja has led Coupa through expansion of the depth and breadth of its Organic cloud suite, which resulted in the launch of 6 new products, and 100’s of new features and enhancements driving increased adoption and efficiencies across the customer base.
Kaushik Hansjee, Associate Director of Finance, Anacor
Kaushik started his career at PwC in South Africa as a Chartered Accountant. He spent the four years at PwC in San Jose in the Biotech industry. He came to Anacor mid-2015 as an Associate Director of Finance with a focus on implementing processes and systems to move away from our manual systems and in order to prepare the company for wide scale growth and scalability.
David Hearn, Independent CPO Advisor & Former CPO Juniper Networks
David Hearn has lead global indirect procurement organizations inside technology and healthcare companies for his entire career. He was the Indirect Chief Procurement Officer (CPO) at Sun Microsystems, Kaiser Permanente, and most recently at Juniper Networks. At all three companies, Hearn drove the change management of major enterprise resource planning (ERP) system replacements, as well as drove the business process change at all three companies to become world class in their management of the Procure-to-Pay processes.
Hearn enjoys building a strong, world-wide team of professionals in sourcing and supplier management. He increases his team’s value to the organization by lowering the total cost of ownership (e.g. cost, quality, service, support, innovation) of purchased materials and services. Hearn is now providing consulting services to CPO's, procurement professionals, and Coupa.
Hearn earned his Bachelor’s of Science degree in Electrical Engineering from Rensselaer Polytechnic Institute and a Master’s of Business Administration in Management and Operations from University of Michigan – Stephen M. Ross School of Business.
Markus Hornburg, VP Global Product Compliance, Coupa
Markus has over 17 years experience in electronic document compliance. He actively participated in the creation of the very first legislation regarding e-Invoicing and eArchiving in Switzerland and helped shape the legislative processes in other countries like Mexico, Brazil, Turkey, India and the EU. He maintains working relationships with more than 25 tax administrations around the Globe and his in-depth understanding of the legal environment spans more than 80 countries.
Over the past 15 years he worked for many multinational companies in various roles, guiding them through their projects regarding process optimization and redesign, process compliance and governance as well as working capital optimization.
John Hu, VP of Client Services for The Shelby Group
John Hu has been in the Procurement & Supply Chain Management industry since 1999. John’s strategic and technology leadership have played a key role in helping a diverse list of Fortune 500 clients achieve bottom-line results with their Procurement Optimization initiatives.
John’s numerous innovations include development of best practices for Spend Analytics implementation, utilizing a baseline to drive enterprise-wide performance improvement. His knowledge of upstream and downstream processes spans the breadth of the procurement lifecycle. With a focus on strategy and bottom-line results, John is a champion of Source-to-Pay technology, with firsthand implementation and audit experience for procurement organizations across a wide variety of industries.
As VP of Client Services for The Shelby Group, John has drawn on his vast field experience, knowledge and vision to build an exceptional delivery organization and a culture of high-performance managers, consultants, and developers. John holds a bachelor's degree in computer science from the University of Illinois.
Michael Jacobs, Vice President of Global Procurement and Chief Procurement Officer, Staples
Michael Jacobs is Vice President of Global Procurement and Chief Procurement Officer at Staples. Jacobs is responsible for $3 billion of non-merchandise purchases across North America and Europe, as well as outsourced supplier relationships accounting for approximately 2400 resources. Jacobs has 30 years of experience that includes a combination of consulting and industry expertise, with a particular specialization in procurement transformation, outsourcing and G&A cost reduction.
Jacobs has held previous Chief Procurement Officer (CPO) roles at Best Buy, Eastman Kodak and Accenture. As a partner with several top tier consulting firms, including A.T. Kearney, Accenture and AlixPartners, Jacobs has led transformation programs at dozens of companies across multiple industry sectors, with a strong focus on financial services, consumer and retail. Michael earned a Master of Business Administration with honors from The University of Chicago Booth School of Business and a Bachelor of Science with honors in Chemical Engineering from Rose-Hulman Institute of Technology.
Duncan Jones, Vice President, Principal Analyst
Duncan primarily contributes to Forrester's offerings for Sourcing & Vendor Management Professionals. He is a leading expert on software pricing and licensing and helps clients understand and address the effect of technology changes on software contracts. By researching
enterprises' experience in dealing with large software vendors, including their negotiation successes and the problems they encountered later in the relationship, Duncan helps clients create and execute sound negotiation strategies and get advantageous software license and maintenance agreements.
He is also a leading expert on ePurchasing technologies, such as eProcurement, eSourcing, and electronic invoice presentment and payment (EIPP), and he advises clients on their application strategy in this area, how to make good choices between alternative solution providers, and how to get the best results from implementation.
Previous Work Experience
Prior to joining Forrester, Duncan worked for QAD, an international provider of enterprise solutions for manufacturing companies in various product management and product marketing roles. Most recently, he had global responsibility for radical changes to QAD's pricing and licensing strategy.
Duncan qualified as a chartered accountant with KPMG and then joined Courtaulds, a diverse multinational manufacturing company. He held various line finance and IT roles before becoming project manager in a corporate team, managing systems-enabled business improvement projects around the world.
Duncan has a first-class degree in mathematics from Hertford College at the University of Oxford and is a member of the Institute of Chartered Accountants in England and Wales.
Jim Kendall, Senior Director of Financial Solutions at Aon plc
Jim Kendall has over 20 years of experience in operations and technology transformations in the financial services industry. He currently leads Aon’s Financial Solutions group, leading the company through changes to finance operations and technology in the 120 countries where Aon operates. Previously, Jim was responsible for finance and procurement technology in Aon’s HR Solutions segment.
Prior to joining Aon, Jim held positions at Accenture and Capital One with extensive experience as a consultant to shared services functions in banking, insurance and capital markets. He has a track record of finding common ground between finance, human resources, procurement, real estate and technology to collectively drive efficiency in the organization.
Bhargavi Kosaraju, Director, Product Operations and Procurement, KPMG LLP.
Bhargavi Kosaraju has over 15 years of experience in management consulting and has led several successful business transformation, procurement transformation, operational process improvement, organization design, operating model design, business case development, strategic sourcing and eProcurement change initiatives resulting in substantial operational efficiencies and cost-saving benefits for clients.
Bhargavi has provided these services for clients in diverse industries such as Financial Services, Health Care Systems, Pharmaceuticals, Government, Hi-Tech, Oil and Gas and Entertainment. She has a successful track record of designing and delivering large cross functional business transformation initiatives from strategy through execution while building strong collaborative team environments.
Richard Landerholm, Global Sourcing Supervisor, Woodward, Inc
Richard is a dynamic, passionate & experienced procurement professional with over 10 years experience with indirect purchasing. In his tenure at Woodward, Richard has successfully managed indirect suppliers, supply chain coordinators, corporate card programs, internal business processes, data analytics as well as managed Woodward’s Coupa system since inception April 2013.
Tana Law, SVP & Co-Founder, Nvoicepay
Tana Law is the Senior Vice President of Sales and Co-Founder of Nvoicepay. She has more than 20 years of experience in the payments industry. Prior to Nvoicepay, Tana was VP Sales at Zevez and spent 18 years in various roles at Discover Card Services including Regional Director, Senior National Accounts Manager, Business Development Manager, Director of Support Services, District Manager, and Account Executive. On behalf of Discover Card, she established contractual policies and procedures for the then emerging industry of “transaction aggregators.”
Derrick Leck, Director, Solutions Consulting at Coupa
Derrick is an accomplished professional with over 20 years experience in the software industry, in both traditional and SaaS based models. Derrick has a wealth of global procurement experience that has spanned many roles. Prior to Coupa he served as member of the product management team at Hubwoo, managing their SAP based product lines. Additional experiences include Executive Solution Engineer at SAP and world wide Director of Solution Consulting (pre-sales) at Ketera Technologies. Derrick holds a Bachelors of Science degree in Information Systems from the University of Colorado, Colorado Springs.
Jimmy LeFever, Research Director, PayStream Advisors
Jimmy LeFever is the Research Director of PayStream Advisors and has held this role for 3 years. As Research Director, Mr. LeFever oversees the research and analysis of source to settle (S2S), Order-to-Cash (O2C), and Travel and Expense Management (TEM) software solutions. Mr. LeFever is the lead analyst and main point of contact for software and BPO provider’s Product Managers and Software Engineers. He actively participates in PayStream Advisors’ consulting and advising endeavors, providing expertise in solution functionality, performance, supplier/vendor and buyer analysis, and change management. The value he provides in advisory services engagements lies in his expertise of the solution market and experience in implementing numerous automation solutions and BPO processes for F1000 organizations.
Teresa Liptak, McKinsey & Company, Procurement and Supply Management Expert
Teresa has a diverse management consulting background with an expertise in procurement, as well as experience in supply chain, technology and business development. Teresa is distinguished for developing and implementing strategic solutions that have helped Fortune 1000 companies achieve globally integrated operations, realize millions of dollars in cost savings and expand market share.
Over her career, Teresa has consistently received senior leadership attention and has been recognized as a leader in the industry. Teresa is currently a member of the National Association of Professional Women (NAPW), and is an active volunteer for Florida Introduces Physical Activity & Nutrition to Youth (FLIPANY). Teresa holds a B.S. degree in Business Administration from The Ohio State University – Max M. Fisher College of Business.
Pete Loughlin, Managing Director and Managing Editor of Purchasing Insight
Peter leads a small team of Purchase to Pay implementation specialists and analysts. Pete has more than 20 years’ experience purchase to pay working with some of the largest organisations in the world and covering programmes as diverse as e-procurement, e-invoicing and purchase to pay strategy. Pete established Purchasing Insight in 2009 and it is now considered to be one of the most authoritative on-line resources on Purchase to pay covering purchasing, purchasing technology, electronic invoicing and supply chain finance. Before Purchasing Insight Pete worked for KPMG and Deloitte as a P2P specialist. He has a degree in Astrophysics from the University of Birmingham.
Kent Ly, Senior Manager of Source-to-Pay Technology, TD Bank Group
Kent Ly currently serves as the Senior Manager of Source-to-Pay Technology at TD Bank Group, responsible for the transformation of TD's Strategic Sourcing Group's end to end technology optimization – helping TD to recognize and capitalize on the real value of procurement transformation.
Prior to this role, Kent held transformation and implementation roles with other "Big 5" Canadian financial institutions which included similar responsibilities such as selecting, deploying, managing and improving Procurement platforms.
Wade Lyons, Vice President of Global Procurement, Teleperformance
In his role, Wade is responsible for developing and managing the procurement processes, personnel, systems and strategies for this $4B+ organization with 175,000+ employees in over 270 locations around the world.
With over twenty years of deep industry expertise, he has lead procurement teams and cross-functional initiatives for indirect categories such as; Hardware, Software, Telecom, Networking, IT Services, Real Estate, Facilities, Construction, MRO, Capital Expense, Professional Services, Consulting, Travel, Marketing, HR, Insurance, Legal, and Finance. He uses collaboration between internal teams and the supply base to drive efficiencies through standardization, technical implementation/optimization, value engineering, process improvement and continuous improvement plans.
Sara Malconian, MIT
Sara Malconian has over 15 years of experience leading the transformation of strategic sourcing and procurement organizations for both higher education and major corporations. In her current role, she leads sourcing and procurement at the Massachusetts Institute of Technology to meet the needs of its 25,000 faculty, staff, and students working across hundreds of unique research laboratories. As Vice President of Procurement for Wellington Management Company and VP/Director of Global Strategic Sourcing for State Street Corporation, Sara directed global sourcing and procurement initiatives and crafted procurement policies to meet the needs of offices on four continents. She brings broad-ranging expertise in finance from prior leadership positions at State Street Global Advisors, Fleet Financial Group, and Prudential Insurance.
Sara holds a BA from Bates College and an MBA in Finance and Real Estate from Columbia University.
Adrian Marsh, Group Finance Director, DS Smith
Adrian Marsh joined DS Smith in September 2013 as Group Finance Director. He previously was Director of Tax, Treasury and Corporate finance at retailer Tesco plc and prior to that was European Finance Director at pharmaceutical company AstraZeneca plc. Marsh has also held senior positions at glass maker Pilkington plc and global services company Inchcape plc.
Marsh is a fellow of the Chartered Association of Certified Accountants and also of the Association of Corporate Treasurers. He earned a Bachelor’s degree in Management from University College Cardiff. Marsh is a keen Rugby supporter and also enjoys fishing and golf in his spare time.
Lorraine Mercurio, Director of Procurement Operations, Mallinckrodt Pharmaceuticals
Lori currently serves as the Director of Procurement Operations at Mallinckrodt in St. Louis where she has oversight for core procurement business processes and tools to include sourcing, contract management, P2P and spend analytics. Lori has worked in a various roles in Operations, Quality and Project Management at Sanofi-Aventis, KV Pharmaceutical and Covidien. Lorraine holds BA in Biology from the University of Missouri-St. Louis and MA in Quality Management from Webster University.
John P. “JACK” Miles, Managing Partner, MainSpring Advisors LLC
John P. “Jack” Miles is a business strategy and operations C-Suite leader with more than 30 year of experience successfully transforming corporate services, administration and sourcing organizations in leading North American firms and Government.
Miles was appointed by Florida Governor Rick Scott to serve as the Secretary of the Department of Management Services (DMS), and he served in that role until April 2012. Prior to his appointment, Miles held C-Suite shared services and Chief Procurement Officer (CPO) roles at leading North American firms including CIGNA, Computer Associates (CA), American International Group (AIG), Canadian Imperial Bank of Commerce (CIBC),Travelers, Ames Department Stores and Prentice-Hall.
In addition to Coupa Software, Miles serves on the Advisory Council of DocuSign Inc., PeopleTicker Inc., Incapsulate SQYGL and Stamp-Vault/Blue Apricot. He is a Mentor at Startup Quest Orlando and Starter Studio, a technology accelerator in Orlando FL. He also serves on the Board of Trustees of Florida TaxWatch and is a member of the TaxWatch Center for Government Efficiency. In 2015 Miles was appointed to the State of Florida, legislatively mandated Government Efficiency Task Force where he serves on several committees. Miles also serves as a member of the Board of Directors of Casa Feliz Historic Home and Museum.
Miles earned a Bachelor’s degree in Business Administration and Psychology from Ramapo College of New Jersey. He has been a frequent speaker at industry events and conferences.
Oscar Nafarrate, Chief Information Officer, Grupo Herdez
Oscar Nafarrate is the Chief Information Officer (CIO) of Grupo Herdez. Grupo Herdez is the leading producer of shelf-stable foods, and one of the main players in the ice cream category in Mexico. The company is also one of the leaders in the Mexican food category in the United States.
Nafarrate served as a consultant for 17 years in different Latin American countries, creating business and operational strategies mainly in consumer packaged goods (CPG) companies. Nafarrate earned his Bachelor’s degree in Mechanical Engineering at Tec de Monterrey.
Jerald D. O’Dwyer, Principal, Deloitte Consulting LLP
Jerry is a Principal with Deloitte Consulting where he leads the Social Impact service line nationally. The Social Impact service line is focused on serving clients in the public, private, and social sectors on the following topics:
- Global Health
- Social Entrepreneurship & Scaling
- Emerging Market Growth & Entry Strategy
- Inclusive Growth, Livelihoods, and Job Creation
- Sustainable Supply Chain
- Food Security & Agriculture
- Philanthropy & Social Investing
- Water, Energy, & Environment
Michael O'Leary, Director, IBM Emptoris Procurement Solutions
Mike leads the IBM Emptoris Procurement Solutions business for IBM Commerce, helping companies with their Procurement transformation journey and unlocking the tremendous value procurement can deliver to the enterprise. Prior this role, he led the IBM Source-to-Pay transformation team, driving new IT solutions and process improvements across IBM’s global procurement organization. Mike has held numerous Procurement and Supply Chain leadership roles while at IBM, including product transformation, strategic sourcing, supply / demand planning, inventory operations, cost operations, various category management roles, and supplier B2B integration.
Before joining IBM, Mike served eight years in the U.S. Navy as an Officer in the Nuclear Power Engineering program. He holds a MBA from the University of North Carolina Kenan-Flagler Business School and a Bachelor of Science in Engineering (BSE), with a focus on Mechanical Engineering and Material Science, from Duke University.
Shardul Oza, Vice President, Global Spend Management at Aon
Shardul Oza has over 20 years of experience in Management Consulting, Financial Controls, Business Analytics, Commercial Management and Implementing and managing global transformation programs. He is the Global Head for Procure to Pay at Aon, in addition to leading the Strategic Sourcing function for EMEA and APAC. Shardul has wide international experience in business systems implementations and operations management having worked in various countries in Asia, Africa, Europe and Americas. He has been with Aon for over 7 years, prior to which he worked for consulting firms like Deloitte and Logica, and helped clients implement large outsourced and offshored service delivery programs.
Ron Pachura, VP Finance Transformation, Fiserv
Ron Pachura leads the corporate finance transformation effort at Fiserv, a publicly-held leading provider of information management and electronic commerce systems for the financial services industry. Pachura is managing the implementation of the finance function re-design and reorganization in order to secure greater productivity and enhanced people opportunities for the global Chief Financial Officer (CFO) organization.
Before Fiserv, Pachura led the technology and finances for First Data’s Prepaid Retail Business. He also worked for several public accounting firms (Andersen, E&Y) as an executive and as a partner (Clifton Gunderson). Pachura completed an Executive Leadership program at Northwestern University, earned a Master’s of Accountancy at DePaul University. He also received a Master’s in Management Information Systems and a Master’s of Business Administration from the University of Iowa. He is a certified public accountant (CPA) and maintains an active license.
Gabe Perez, Vice President, Strategy and Market Development, Coupa
As Vice President, Strategy and Market Development, 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 has deep knowledge of Coupa’s products and the customer consideration process, and he combines the two to speak directly, authentically and compellingly to their needs and concerns as they make what for many is a bold decision—purchasing cloud software from a relative newcomer to the enterprise space. He is a futuristic thinker willing to challenge the status quo, and skilled at emboldening others to do the same. He is good at rooting out the hidden assumptions and unstated fears that prevent organizations from moving forward with positive change.
Gabe is 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. It is not simply a replacement for current software. Like many software upstarts, it helps companies address areas of inefficiency that legacy software has left untouched.
Gabe has been at Coupa for more than 5 years. He has held a many roles, from being a project manager to running our presales team globally, prior to that he worked at Ariba where he participated in many global rollouts of their software.
J. Tyson Popp, Vice President and Chief Procurement Officer, Mallinckrodt Pharmaceuticals
Tyson joined Mallinckrodt Pharmaceuticals as Vice President and CPO in November 2015. He was with West Pharmaceutical Services as Global Vice President, Operations Strategy and Procurement immediately prior to that. Tyson was with Amgen in Thousand Oaks, CA for 10 years where he started as an Engineer in Process Development and concluded his tenure as an Executive Director in Global Strategic Sourcing. Tyson’s first role out of university was working at Johnson & Johnson as a Packaging Engineer.
Tyson holds a B.S. from Michigan State University and an MBA from the UCLA Anderson School of Management.
Amber Ritson, Chief Procurement Officer, ENGIE, Uk
Amber Ritson is the Chief Procurement Officer (CPO) for ENGIE’s UK Business Unit and sponsor of the Coupa Source-to-Pay-Analytics solution. Amber has more than 20 years of experience in procurement across many sectors including more than 10 years as an independent consultant. Amber is naturally attracted to transformational roles where she can really make a difference. She loves the challenges of leading a team to success.
As CPO for ENGIE UK, Amber is responsible for a core team of 40 delivering procurement services to three divisions – Services, Energy Solutions and Energy Infrastructure. The team cumulatively spend more than £700m per annum on a diverse portfolio of materials, works and services. Amber is a Fellow of the Chartered Institute of Procurement and Supply.
José Luis Rosales, Chief Development Officer, Coca-Cola FEMSA
José Luis Rosales, best known as "Pepe,” has worked for Coca-Cola FEMSA during the last 24 years. Rosales has been part of a major Project Portafolio in several areas within the Company and implementing projects in different countries.
Rosales has served in the CDO (Chief Development Officer) role for the last four years, reporting directly to Hector Calva Martínez, Chief Information Officer (CIO) at Coca-Cola FEMSA. Currently, Rosales is responsible for the implementation of Coupa. Rosales is focused on the technical part of the job as he works together with the functional team.
Nadine Sauvé, P2P Solutions Consultant, Shaw Communications
Nadine Sauvé has over 15 years of experience in Strategic Sourcing technology and solutions delivery including sourcing, spend, contract database and P2P implementations. She has held numerous positions in this space at Canadian telecoms and banks. Prior to her current position at Shaw, Nadine spent 3 years at a US P2P consulting firm leading successful implementations of S2P solutions across Canada and the US. Currently Nadine is at Shaw Communications, leading the sourcing, selection and implementation of spend, sourcing and most recently the Coupa P2P solution. Nadine’s expertise lies in aligning technology initiatives with sourcing and purchasing goals, ensuring an optimal transition from manual processes.
Christopher S. Sawchuk, Principal & Global Procurement Advisory Practice Leader
Mr. Sawchuk has nearly 20 years of experience in supply management, working directly with Fortune 500 and midsized companies around the globe and 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.
Kevin Seto, Head of Enterprise Procurement Transformation, BMO Financial Group
Kevin Seto is the Head of Enterprise Procurement Transformation at BMO Financial Group and currently leads technology strategy, program implementation, and transformational organizational change across the procurement and payables functions. He has over 15 years of experience working in sourcing and procurement, product design and development, manufacturing, quality assurance, supply chain management, project and program management, business process improvement, and operations leadership.
Kevin has led many cross-functional teams to successfully achieve strategic goals through the implementation of major initiatives in both the private and public sectors, including notable tenures at DaimlerChrysler and the Toronto Transit Commission. He holds a Bachelor of Applied Science in Engineering from Queen’s University and an MBA from the Ivey Business School at Western University.
Tyler Sloat, Chief Financial Officer, Zuora
Tyler Sloat has more than 20 years of experience in finance and operations roles for payment, software and hardware technology companies varying in size from startup to Fortune 500. Sloat has been the Chief Financial Officer (CFO) of Zuora for the past five years. In that role, he has helped the company grow ARR ~20x, raised more than $200M in capital and at times has managed all G&A, commercial sales, technical operations and sales operations.
Prior to Zuora, Sloat was the CFO for Obopay, where he was integral in raising more than $100M in investment and strategic capital, forming global commercial relationships with the likes of Nokia, MasterCard and Societe Generale, and deploying Obopay's mobile payment service in four countries spanning three continents. Before Obopay, Sloat was the Controller of the Emerging Products Group at Network Appliance, Inc., a position he was promoted to after the successful acquisition of Decru by NTAP. Previously, Sloat ran finance for the OnDemand division of Siebel Systems and was the Controller for POET Software, playing a key role in their IPO in the late 90’s. Tyler started his career in the Computer Assurance Services group at Coopers & Lybrand, later transferring into audit.
Sloat is a registered (inactive) certified public accountant (C.P.A.) in the State of California, has a master’s of business administration from the Stanford Graduate School of Business and a bachelor’s of arts from Boston College. Sloat currently sits on the Board of Directors for Oanda, Inc. and Compass Professional Health Services, Inc. and is an active angel investor.
John Storti, Associate Vice President, Procurement & Business Services, Brandeis University
John has over 20 years’ experience leading complex procurement projects and teams across multiple industries. For the last five years John has focused on Higher Education leading multiple projects at Dartmouth College and now at Brandeis University. He has distinguished himself by being able to bring commercially leading Sourcing and Procurement and Change Management approaches to higher education.
Craig Suyematsu, Director of Business Strategy, Coupa
Craig is Director of Business Strategy at Coupa. He has over twenty-five years of experience in enterprise software, management consulting and as a supply chain operations industry practitioner. Craig works together with customers and strategic accounts to identify and realize business value through spend management transformations enabled by Coupa’s unified cloud platform.
Prior to Coupa, Craig most recently worked at E2Open and Deloitte Consulting. He has a Mechanical Engineering degree from Rochester Institute of Technology.
Jonathan Tebeleff, CFO, New Orleans College Prep
Jonathan Tebeleff is the CFO of New Orleans College Prep (NOCP) Charter Schools. He has been in the position since 2014 and has more than 10 years of experience in the finance field. Prior to NOCP, Jonathan was with ExxonMobil, a trucking company in Kansas City, and working as part of the state Department of Education in Louisiana. He has a Bachelors in Finance from Tulane University and MBA from University of Maryland.
Greg Tennyson, Chief Procurement Officer, VSP Global
Greg Tennyson is a recognized global executive with more than 30 years of experience leading transformative change across a wide range of organizations including Operations, Procurement, Customer Support, Supply Chain Management, Shared Services, Finance and Contracts for Fortune 50 to 1000 companies, across a number of vertical markets. Greg was previously the Chief Procurement Officer (CPO) at Salesforce.com and Oracle Corporation having source-to-settle (inclusive of Accounts Payable and Fixed Assets) and travel-to-expense global functional responsibilities.
Greg earned his Master’s of Science degree and Bachelor’s of Arts degree from St. Mary's College in Moraga CA. In 2004 and 2008, he was recognized by Supply & Demand Chain Executive Magazine “Pros to Know,” and he was also on the cover of the April 2008 edition of ISM. He is a founding member of the Bay Area Procurement Council, comprised of Silicon Valley and Northern California procurement executives and sits on a number of CXO advisory boards as well on the Sacramento Area Junior Achievement Board of Directors.
Ravi Thakur, Senior Vice President, Services, Customers Success and Adoption
Prior to joining Coupa, Ravi spent over ten years at Oracle building and leading a variety of teams in the applications product line. He was instrumental in leading a number of cross functional teams to streamline the product management and development processes after the Peoplesoft, Siebel, and JDE acquisitions. Throughout his career, he has worked with hundreds of companies, from small companies to the largest and most complex global organizations in the world, to ensure successful deployments of spend management solutions. He has also held responsibility for hosting infrastructure and operational processes for Oracle Exchange, Oracle’s first multi-tenant SaaS offering in 2000 along with Coupa's Cloud Service.
SIG's President and Chief Executive Officer and President and CEO of SIG University and Outsource.mag has over 26 years leadership experience, with the past 22 years focused on the sourcing and outsourcing industry. In 2007, Dawn joined SIG as CEO, but has been active in SIG as a speaker and trusted advisor since 1999, bringing the latest developments in sourcing and outsourcing to SIG members. Prior to joining SIG, Dawn held leadership positions as CEO of Denali Group and before that as a partner in a CPA firm. Dawn is actively involved on a number of boards promoting civic, health and children's issues in the Jacksonville, Florida area. Dawn is a licensed CPA and has a BA from the University of Michigan and an MS in taxation from Golden Gate University. Dawn brings to SIG a culture of brainstorming and internal innovation.
Brian Townsend, Senior Director, Procurement Technology and Operations, Brookdale Senior Living Inc., Brentwood, TN
Brian directs procurement technology operations and leads supply chain technology initiatives for Brookdale Senior Living, Inc. Brookdale is the largest provider of senior living services in the United States. Brookdale works to ensure the physical and emotional well-being of over 100,000 residents in 1,150 communities across 46 states.
Brian’s career includes 25 years in supply chain operations and technology management with leading US companies. He led supply chain transformation initiatives for a Fortune 100 Healthcare company and consulted with leading healthcare providers in the United States and Canada. His expertise includes financial management, operational management, ERP and large scale data management platforms. As a consultant, Brian developed master data management strategies and led EDI integration, strategic cost management and data cleansing initiatives for multiple healthcare organizations. Brian holds a BS in Finance from the University of Tennessee, Knoxville and an MBA from Tennessee Technological University.
Paul Tuxford, Chief Information Officer & Head of IT, The Global Fund
Paul Tuxford is Chief Information Officer (CIO) and Head of IT for The Global Fund to fight AIDS, Tuberculosis and Malaria. The Global Fund is a 21st century financial institution designed to accelerate the defeat of AIDS, Tuberculosis and Malaria. Since its creation in 2002, it has supported over 1,000 programs in 151 countries.
Tuxford joined the Global Fund in 2013 to lead a transformation of the Information Technology function, incorporating all aspects of technology service delivery for its Secretariat based in Geneva and donor partners worldwide. Tuxford joined the Global Fund with experience from both the financial and pharmaceutical sectors. He has expertise in a range of senior roles at Credit Suisse and Quintiles Transnational. Tuxford is supported by key technology partners including Microsoft, Oracle, Salesforce and now Coupa.
Meredith Volpe, eProcurement Systems Manager, Greif, Inc
Meredith Volpe joined Greif in October 2001 as Accounts Payable Specialist. During her AP tenure, she was involved in several system implementations from ERP upgrades to adding peripherals and handled much of the internal training and process testing.
In 2012, Meredith held the role of Accounts Payable Supervisor. It was during this time she had her first exposure to Coupa. When Greif decided to move forward with Coupa as the indirect platform partner, Meredith was on the project team involved in the scope, blueprint and design of the application. She ultimately joined Global Sourcing & Supply Chain as eProcurement System Administrator, where she assisted with system deployment and training.
Today, she continues to manage, support and configure the tool, assist users and increase Supplier CSN membership and eInvoicing in her role as eProcurement Systems Manager. Meredith with soon be facilitating a global Coupa rollout for Greif, with Europe coming onboard before end of 2016.
Kendra Von Esh, Executive Strategic Advisor, Coupa
Kendra Von Esh, a former CIO at Veolia, has been a trusted advisor and CIO for the past decade developing value added strategies and solutions transforming businesses with technology. She has experience merging multiple lines of business and rationalizing application portfolios leveraging cloud strategies and solutions, thereby enabling IT to be agile enough to support a constantly changing business landscape.
Von Esh joined Coupa last year to leverage her experience and active involvement in CIO communities and industry boards to create inspiring dialogue and change strategies with internal and external IT communities.
R “Ray” Wang, Principal Analyst, Founder, & Chairman, Constellation Research, Inc.
R "Ray" Wang is the Principal Analyst, Founder, and Chairman of Silicon Valley based Constellation Research, Inc. He's also the author of the popular business strategy and technology blog "A Software Insider’s Point of View". With viewership in the 10's of millions of page views a year, his blog provides insight into how disruptive technologies and new business models such as digital transformation impact brands, enterprises, and organizations. Wang has held executive roles in product, marketing, strategy, and consulting at companies such as Forrester Research, Oracle, PeopleSoft, Deloitte, Ernst & Young, and Johns Hopkins Hospital.
His new best selling book Disrupting Digital Business, published by Harvard Business Review Press and now globally available provides insights on why 52% of the Fortune 500 have been merged, acquired, gone bankrupt, or fallen off the list since 2000. In fact, this impact of digital disruption is real. However, it’s not the technologies that drive this change. It’s a shift in how new business models are created.
Wang has held executive roles in product, marketing, strategy, and consulting at companies such as Forrester Research, Oracle, PeopleSoft, Deloitte, Ernst & Young, Personify, and Johns Hopkins Hospital. He is a prominent and dynamic keynote speaker and research analyst working with clients on digital, innovation, business model design, engagement strategies, customer experience, matrix commerce, and big data.
His Silicon Valley research firm, Constellation Research, Inc., advises Global 2000 companies on the future, business strategy, and disruptive technology adoption. Ray is a regular contributor to Harvard Business Review and well quoted in The Wall Street Journal, Forbes, Bloomberg, CNBC TV, Reuters, IDG News Service, and other global media outlets. Wang has thrice won the prestigious Institute of Industry Analyst Relations (IIAR) Analyst of the Year Award.
Phillip White, Advisor - Procurement Systems and Processes, OLX
Phillip supports the end-to-end management of the Coupa eProcurement platform at OLX. From license renewals to user updates, he manages all aspects of the Coupa relationships from the strategic to the operational. Where policies and procedures are concerned, he provides best practice recommendations to OLX leadership to help this fast-growing organization scale as efficiently as possible.
Donna Wilczek, Vice President, Strategy and Product Marketing
Donna brings over fifteen years experience in SaaS product companies in roles across product management, services, marketing and sales working with customers ranging from Fortune 100 to mid-enterprise. She is a dynamic leader that is passionate about making customers successful. Donna started at Coupa in 2011 and her current role at Coupa focuses her talents on the product strategy and marketing; bringing innovative product solutions to the market that solve global spend management business challenges elegantly. Previously at Coupa, Donna held roles as VP, Customer Experience and VP, Global Professional Services.
In her time at Coupa, she has continually worked with cross-functional teams from sales to marketing and led professional services teams to implementation success in over 100 customer go-lives. Prior to Coupa, Donna was the Director of Shared Services at TriNet where she was responsible for the company's Travel, Procurement and Facilities departments. Earlier in her career, she worked at companies such as IBM and Accenture.
Stephen Will, Director of Solutions Consulting, Coupa
Stephen joined Coupa in 2014 and is Director of Solutions Consulting for North America. Stephen and his team are focused on driving Integrated Customer Management (ICM), which is the process of discovering, realizing and optimizing defined success metrics throughout the lifecycle of a spend optimization project and avoiding the historic ‘trough of disillusionment’ experienced after the purchase of legacy spend management tools.
Stephen brings 20 years of enterprise application leadership experience from a broad range of Procurement, Supply Chain, ERP, HR and CRM domains. Prior to Coupa, Stephen held multiple leadership roles at Oracle Corporation and Siebel Systems. His last role prior to Coupa was leading Oracle’s North America Pre-Sales team for all procurement solutions including Cloud, Fusion, E-Business Suite, PeopleSoft and JD Edwards.
David Williams, Vice President, Technology
David has been part of the Coupa team since its inception. As Vice President of Technology, David is responsible for ensuring fast time to value for customers via simple and flexible application architecture and product technology. David brings over 15 years of engineering experience, with special focus on scalability, security, and enterprise application extensibility. Prior to joining Coupa, David was a seven year development veteran in the Oracle Procurement Applications group, where he performed advanced prototyping for Oracle’s Project Fusion. Earlier in his career, he developed the core infrastructure for Oracle Exchange.
Patricia Wilson, Head Sourcing Operations, Swiss Re
Patricia has over 17 years of experience in the areas of information technology and sourcing. In her current role at Swiss Re as Head Sourcing Operations, she is responsible for sourcing systems and processes, core sourcing services and procurement operations. She is a dynamic leader skilled in project management, process improvement and change management. She has significant expertise in contract management, vendor billing, procurement transformation and operations. Patricia is a results oriented leader that is passionate through project execution and she is able to engage and energize others. She is Six Sigma and PROSCI certified and has global experience throughout Ireland, England, Germany, Switzerland and the United States.
Patricia graduated from Baylor University with a bachelor's degree in mathematics.
Bob Worrall, Senior Vice President and Chief Information Officer (CIO), Juniper Networks
Bob Worrall is Senior Vice President and Chief Information Officer (CIO) leading Juniper’s global information technology team. In this role, he leads the ongoing enhancement of the company’s IT infrastructure and applications architectures to support the growth objectives of the company. Worrall and his team are also responsible for showcasing Juniper’s use of its technologies to the world.
Prior to joining Juniper in 2015, Worrall was Senior Vice President and CIO at NVIDIA with responsibility for deploying innovative technologies to enhance employee productivity and improve cost efficiencies. He also spent more than two decades at Sun Microsystems, including six years as chief information officer. He also held a variety of roles in Sun’s IT organization, including vice president of applications and vice president of IT operations. Worrall has extensive international business experience, including a two-year assignment in The Netherlands.
Worrall earned a Master’s of Business Administration and a Bachelor’s from California State University, East Bay.
Craig Yee, Vice President Professional Services Strategic Operations, Coupa
Craig brings a diverse background to Coupa where he focuses on identifying and driving service strategies aimed at delivering unrivaled value to Coupa customers. This background spans over two decades where Craig has held a number of senior roles with companies including Deloitte Consulting, InterTrust Technologies and Solectron Corporation. His responsibilities have included strategy, marketing, consulting, technology management, supply chain management, merger integration and business development. Over the course of his career, he has focused on both revenue expansion and strategic cost management opportunities yielding targeted growth and savings measured in billions of dollars.
With an eye towards the future, Craig concentrates his effort to hone Coupa service strategies and transform these into strengthened, unifying business architecture. He helps engineer a continuously advancing services model, blends the suitable organizational ingredients and forges the operating practices to realize maximum value for Coupa customers. In pursuing this, he also has responsibility for building internal capabilities and infrastructure that allow the organization to achieve scale.
Craig has served on a number of company boards of directors, contributes as part of the advisory committee for an education institution and has advised early stage companies on growth strategies.
Christoph Zenner, Partner Tax, PwC
Christoph is a Partner in the Belgian Tax practice, is expert in digitisation and global e-invoicing, is heading up the Belgian indirect tax technology practise and has more than 17 years of experience since he joined PwC.
He has managed various international co-ordination projects for leading MNCs and has helped various clients on how to manage, control and optimise the VAT and tax impact of their business.
Over the last 10 years Christoph has assisted a multitude of leading e-invoicing service providers and businesses in designing and implementing VAT compliant e-invoicing and e-archiving solutions. Christoph has as such designed and reviewed in-depth a wide variety of e-invoicing and e-archiving platforms.
Furthermore he has a vast experience as a project Partner for larger organisations as he has been involved in several global compliance projects for multinational companies, also allowing him to gain a good understanding of invoicing requirements applicable in both European and non-European countries.
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