THE 16TH ANNUAL MIT SLOAN CFO SUMMIT 11.15.2018 p o w e r : A CFO’S BOLD MOVES

1 Everyone has a Story, with JT McCormick, President & This event would not be possible without the CFOs SPONSORS ORGANIZING COMMITTEE CEO of Scribe Media, is our morning keynote. He’ll on our volunteer team. Planning this conference is share the bold decisions that led him from the practically a year-round effort. This group of men The MIT Sloan Boston Alumni Association thanks the The success of this Summit is a direct result of the housing projects of Dayton, OH to success in both and women who dedicate themselves to this effort sponsors who have helped make this event possible: timeless dedication of the following people: DEAR business and investing. are listed to the right. As you enjoy today’s Summit, please say hello. Our keynote panel, Chutzpah in the CFO Suite: Bold GOLD Scott Almeida Decisions, Actions and Outcomes, includes CFOs We are also fortunate to be supported by a great CFO, Recorded Future, Inc. from DocuSign, IAC and SiriusXM, led in conversation group of sponsors. As the CFO Summit’s reputation by Kimberly Johnson of the Wall Street Journal. These has expanded, many outstanding organizations Catherine Bird visionary leaders understand that bold calls are a wish to be involved. This enables us to partner CFO, Coppermine Capital, LLC fundamental imperative for today’s business leaders. with thought leaders in their respective industries. Peter Brau You are sure to be impressed by their strategies for Without their financial support and intellectual VP Finance, edX innovating the landscape, growing market share and contributions, we could not bring you this annual Ryan Brenneman FRIENDS,reinventing competitive position. event, which has been recognized as the most CAO, Global Net Lease, Inc. influential conference of its kind. So, please join us A bold and powerful welcome to the Our breakout panels today are organized along two Mike Carroll MBA ’01 tracks—one track looks at Process: how does a CFO in thanking our gold level sponsors IBM, McKinsey & 16th annual MIT Sloan CFO Summit! SILVER VP, Finance, PTC lead long-term strategy; adopt a digital strategy; Company, Oracle/NetSuite, Silicon Valley Bank and Mark Crowley MBA ’98 You have come to the right place to hear how leaders and evaluate technological trends. The other track UBS. Our silver sponsors are CGMA, HR Knowledge, VP, Financial Planning & Analysis, Fuze assert themselves across organizations to deliver offers perspectives onPeople : when and how does KPMG, Nixon Peabody and Robert Half. They are results. Of course, today’s bold moves may face leadership mean making an audacious decision to sell joined by MIT Sloan Executive Education as our Joe Falcao resistance as unnecessary or too risky. Only with a business; how is the CFO role impacted by flatter networking sponsor. CFO, Thras.io the advantage of hindsight are they recognized as organizations, multi-generational workforce and Thank you for attending; a great day is ahead. Learn Mary Henry visionary. Your challenge, therefore, is to ask the shortened tenures; and the role of the CFO in building much, network well, and have fun! Prepare to boldly CFO, Foley Carrier Services right questions and learn the right lessons to power a team for strategic and operational success. go where no CFO has gone before. Tina Kruczynski a bold path forward. We’ll end the formal portion of our conference on a Program Manager, MIT Sloan CFO Summit Which brings us to our theme, “Power: A CFO’s high note (get it?) with The Business of Cannabis. Beth Kurth NETWORKING MARKETING Bold Moves.” Bold moves include those that move Moderator Scott Stern, Professor of Management, MIT Partner, IR, Conway Communications a company forward, as well as those that enthuse Sloan, will lead a conversation with the CFOs of Tilray Jack McCullough MBA ’97 the organization and enforce the discipline to stay and Canopy Growth Corporation. With marijuana JEREMY SEIDMAN President & Founder, The CFO Leadership Council the course. increasingly deregulated, the business of cannabis Chair, MIT Sloan CFO Summit Lucas Ramirez We are delighted to open the conference with offers a bold new promise. This fireside chat will Sloan Fellows Candidate ’19 Better Decisions Through Bolder Questions with include a look at cannabis science and technology, Hal Gregersen, Executive Director, MIT Leadership policy changes, and new market opportunities. Paul Ryan Center and Author of Questions are the Answer. After this discussion, you are sure to have the CFO, Interaction Associates Hal’s research has shown that although CFOs are munchies. Please join us as we close out the Adam Schneier expected to have all the answers, first they have to conference with our Networking Reception. Power PARTNERS VP, Colliers International ask the best questions. We also look forward to Bold over to the reception for a bold hello to new names Jeremy Seidman MBA ’03 Font: Fireside Chat with Hal and Adobe CFO John and old friends over drinks, heavy appetizers and Chair, MIT Sloan CFO Summit Murphy, exploring the company’s transformation light dessert. from desktop file manager to cloud-enabled Kristin Todd intelligent document management solutions. Marketing Director, MIT Sloan CFO Summit

2 3 7:30 AM – 8:15 AM 10:00 AM – 10:30 AM 11:30 AM – 12:00 PM 1:30 PM – 2:30 PM 2:30 PM – 3:30 PM 3:30 PM – 4:00 PM

GRAND BALLROOM FOYER GRAND BALLROOM FOYER SPONSORED BY MIT SLOAN EXECUTIVE EDUCATION TRACK 1: PROCESS – GRAND BALLROOM TRACK 1: PROCESS – GRAND BALLROOM GRAND BALLROOM FOYER REGISTRATION AND CONTINENTAL MORNING COFFEE BREAK GRAND BALLROOM FOYER DIGITAL FINANCE, DIGITAL WORLD Blockchain: Brilliant or coffee break BREAKFAST LUNCHEON BUFFET Ash Noah Bandwagon? Vice President, CGMA External Relations, American Silvio Micali 10:30 AM – 11:30 AM 4:00 PM – 4:45 PM Institute of CPAs (AICPA) Professor, MIT Computer Science and Artificial 8:15 AM – 8:30 AM 12:00 PM – 12:15 PM Doug Baker Intelligence Laboratory (CSAIL) TRACK 1: PROCESS – GRAND BALLROOM AFTERNOON KEYNOTE – GRAND BALLROOM Managing Director, KPMG GRAND BALLROOM Strategy Beyond the Hockey GRAND BALLROOM Julia Abramovich MBA ’02 The Business of Cannabis OPENING REMARKS LUNCHEON KEYNOTE PANEL INTRODUCTION Tiffany Freitas Vice President of Sales, IBM Stick Chief Business Officer, PathAI Scott Stern Peter Hirst David Garrity Jeremy Seidman MBA ’03 Professor of Management, MIT Sloan Werner Rehm Associate Dean, MIT Sloan Executive Education Anitha Gopalan Co-Founder and Partner, BTblock and Independent Chair, MIT Sloan CFO Summit Partner, McKinsey Chief Financial Officer, Catalant Technologies Director, BTCS Mark Castaneda Diane Basile Dr. Michael Siegel Naeem Ishaq Chief Financial Officer, Tilray Chief Financial Officer, CFA Institute Principal Research Scientist, MIT Sloan Chief Financial Officer, Treasurer & Executive Vice Tim Saunders 12:15 PM – 1:15 PM 8:30 AM – 9:00 AM Justin Crotty President, Risk, Circle Executive Vice President and Chief Financial Officer, TRACK 2: PEOPLE – Steven Pipp Canopy Growth Corporation Chief Financial Officer, Anaqua LUNCHEON KEYNOTE PANEL – GRAND BALLROOM SALONS FGH WELCOME TO MIT SLOAN – GRAND BALLROOM Robert Gibney Reconstructing the Workforce Research Manager, Silicon Valley Bank Better Decisions Through CHUTZPAH IN THE CFO SUITE: Chief Financial Officer, Monster.com Bold Decisions, Actions and for Growth Bolder Questions Kenneth Goldman TRACK 2: PEOPLE – SALONS FGH 4:45 PM – 6:15 PM Outcomes Nancy Persson Hal Gregersen Senior Vice President and Chief Financial Officer, Bold that Team: Beyond HR Executive Coach, Leadership Development GRAND BALLROOM FOYER Everbridge, Inc. Kimberly Johnson Executive Director, MIT Leadership Center Consultant, and Principal, Leadership Growth Dan DeNisco Professional Products Editor, The Wall Street Journal networking reception Solutions Senior Vice President, Robert Half Management TRACK 2: PEOPLE – SALONS FGH David Frear Kevin Durkin Resources Senior Executive Vice President and Chief Financial 9:00 AM – 9:30 AM When Bold Means Sell Chief Financial Officer, Threat Stack Bob Cruickshank Officer, SiriusXM Amy O’Keefe Melissa Gillespie Chief Financial Officer, ezCater MORNING FIRESIDE CHAT – Glenn Schiffman GRAND BALLROOM Partner, Private Equity & Investment Funds Practice, Vice President, HR Services, HR Knowledge Craig Driscoll Chief Financial Officer, IAC Bold Font: Fireside Chat with Nixon Peabody LLP Dr. Shan Nair Partner, Highland Capital Partners Michael Sheridan John Murphy Thomas Blesso MBA ’09 President, Nucleus Nicole Heifner Chief Financial Officer, Docusign Chief Financial Officer, Accent Therapeutics Hal Gregersen Chief Financial Officer, Penn Foster Education Group Amit Singhi Executive Director, MIT Leadership Center Lang Leonard Chief Operating and Financial Officer, Piston Group Frank Smalla Treasurer & Chief Financial Officer, Boston Beer John Murphy Chief Financial Officer, LevelUp Executive Vice President and Chief Financial Officer, Chris Menard Adobe Chief Financial Officer, BlueSnap Christopher Montgomery Managing Director, Head of Software, Americas, UBS

9:30 AM – 10:00 AM

MORNING KEYNOTE – GRAND BALLROOM MODERATOR Everyone has a Story #MITCFO JT McCormick President & CEO, Scribe Media AGENDA THE 16TH ANNUAL MIT SLOAN CFO SUMMIT BETTER DECISIONS

HAL GREGERSEN Executive Director, MIT Leadership Center and THROUGH BOLDER WELCOME author of Questions are the Answer Every company wants to be the next Amazon or Apple, the firm with a permanent spot in the news for its QUESTIONS cutting-edge products and a name synonymous with innovation. But it takes a special set of qualities to get there, and Hal Gregersen has dedicated his career to – – 8:15 AM 8:30 AM OPENING REMARKS finding out what kind of skills, corporate culture and 8:30 AM 9:00 AM WELCOME TO MIT SLOAN GRAND BALLROOM set of practices produce innovative powerhouses. GRAND BALLROOM As executive director of the MIT Leadership Center, and Senior Lecturer in Leadership and Innovation at MIT’s Sloan School of Management, he has created a methodology by which corporate leaders can raise like Amazon’s Jeff Bezos and P&G’s A.G. Laffey, CFOS ARE CONSTANTLY PROBLEM-SOLVING. They Jeremy Seidman is a Managing Director at UBS Financial Services, and their companies’ levels of creative inquiry, unleash the Gregersen draws on personal experience and rigorous are expected to have the answers and make informed joined UBS in 2015 after 10 years at Credit Suisse Private Bank, where he potential of their employees, and make a meaningful research and analysis to successfully advise the world’s decisions about complex problems. But by rushing also served on Credit Suisse’s Advisory Council, a 14-person leadership impact on their industries and on the world. largest corporations. to answers and solutions, they miss opportunities to team in the Private Bank. innovate in bigger and bolder ways. Join Hal Gregersen as The crux of Mr. Gregersen’s argument, spelled out in Ranked one of the world’s 25 most influential he explores how senior financial executives can unlock Mr. Seidman graduated cum laude from the University of Pennsylvania, his forthcoming book Questions Are the Answer: A management thinkers by Thinkers50 and winner of the better answers to their most vexing problems—and reveal and holds an MBA from the MIT Sloan School of Management with a Breakthrough Approach to Your Most Vexing Problems at 2017 Distinguished Achievement Award for leadership, breakthrough insights—by asking better questions. focus in Financial Management. In 2003, Mr. Seidman founded the MIT Work and in Life (Harper Collins, November 2018), is while Mr. Gregersen regularly delivers inspirational keynote Sloan CFO Summit (www.mitcfo.com), the premier forum for corporate business leaders and employees alike are programmed speeches, motivational executive seminars and JEREMY SEIDMAN (MBA '03) finance executives, and continues to serve as chairperson. Mr. Seidman to look for answers, the real catalyst for innovative transformational coaching experiences. Along with Chair, MIT Sloan CFO Summit is frequently contacted by members of the media for his insights into change is questioning. The most successful companies ten books, Gregersen is the author of more than 50 business and strategic issues facing the CFO, and has been quoted are those that facilitate brainstorming and thinking articles, book chapters, and cases on leading innovation by Bloomberg, Wall Street Journal, and Boston Business Journal. Mr. outside the box. and change (with more than 10,000 citations by other Tuck School of Business, Brigham Young University, Seidman currently serves on the advisory boards for Coaching4Change, and a Fulbright Fellowship in Finland. Prior to his Mr. Gregersen has also co-authored, with Clay scholars). His research has been highlighted in global and MIT Sloan Boston Alumni Association. Mr. Seidman, his wife, son, and academic career, he was an advisory board member Christensen and Jeff Dyer, The Innovator’s DNA: media such as BBC, CNN, The Economist, Fast Company, daughter live in Wellesley, and enjoy skiing as often as possible at Loon at Pharmascience, a Montreal-based pharmaceutical Mastering the Five Skills of Disruptive Innovators Financial Times, Forbes, Fortune, The New York Times, Mountain in NH. company, and he remains a senior fellow at the global (Harvard Business Review Press, 2011), a guide to and The Wall Street Journal. innovation consulting firm Innosight. cultivating the personal skills embodied by the most His tenure at MIT is the culmination of an illustrious successful CEOs and entrepreneurs. Having deeply academic journey that has included teaching posts researched and interviewed ground-breaking leaders at INSEAD, London Business School, Dartmouth’s

6 7 – 9:00 AM 9:30 AM MORNING FIRESIDE CHAT GRAND BALLROOM

JOHN MURPHY Executive Vice President and Chief Financial Officer, BOLD FONT: Adobe With his appointment to Executive Vice President and Chief Financial Officer in April 2018, John Murphy is FIRESIDE CHAT putting his more than 25 years of finance experience to work leading Adobe’s worldwide Finance and Operations team and driving continued business momentum. WITH ADOBE'S Previously serving as Adobe’s Chief Accounting Officer (CAO) and Corporate Controller, Mr. Murphy has quickly built a reputation as a champion for growth and JOHN innovation by leading initiatives to help the company scale the organization and re-imagine its processes using cutting-edge technologies. MURPHY Prior to joining Adobe in 2017, Mr. Murphy was CAO and Global Controller at Qualcomm, where he managed a global team leading core financial functions for the company. Previously he spent 10 years at DIRECTV, ultimately leaving the company as senior vice president and chief accounting officer and controller. Mr. Murphy also held senior financial positions at Experian and MIT’S HAL GREGERSEN AND ADOBE’S JOHN MURPHY  Nestlé and began his professional career at PWC. will discuss the company’s transformation from a He has an MBA from the University of Southern narrow-focused product to a cloud-enabled subscription California’s Marshall School of Business and a BS in service. Hear how Mr. Murphy has embraced technology— Accounting from Fordham University and is a licensed deploying artificial intelligence and robotic process CPA (inactive). automation within the Finance function.

HAL GREGERSEN Executive Director, MIT Leadership Center and author of Questions are the Answer

8 – 9:30 AM 10:00 AM MORNING KEYNOTE GRAND BALLROOM

JT MCCORMICK President & CEO, Scribe Media

JT McCormick is currently the President and CEO of Scribe Media, a publishing company that’s created an entirely new way for you to write a book. The company E V E RY O N E has worked with more than 900 authors and was recently ranked in their category as the #2 best company to work for in Austin. HAS A STORY Previously he was the President of Headspring Software, and helped grow it to a multi-million dollar 100+ person company which was repeatedly ranked as one the best places to work in all of Texas.

JT MCCORMICK IS THE AUTHOR of I Got Mr. McCormick is the author of I Got There: How I There: How I Overcame Racism, Poverty and Overcame Racism, Poverty, and Abuse to Achieve Abuse to Achieve the American Dream. Mr. the American Dream. His book tells the story of how McCormick will share the powerful lessons and he worked his way out of poverty, starting his career bold decisions that lead him from the poorest cleaning toilets and eventually becoming the President housing projects of Dayton, Ohio to success in of multiple companies. both business and investing. Over the past five years, he has mentored at-risk youth in the juvenile justice system as well as youth within low economic communities. He has also coordinated Backpack Drives for numerous elementary schools in low economic communities, providing over 3,000 backpacks filled with school supplies for students. Mr. McCormick’s work has been featured on CNBC, Entrepreneur, Forbes, Inc and many others. He lives in Austin, Texas, with his wife, Megan, and their three children Ava, Jaxon and Elle.

10 10:30 AM – 11:30 AM MODERATOR TRACK 1 PROCESS GRAND BALLROOM

DIANE BASILE JUSTIN CROTTY ROBERT GIBNEY KENNETH GOLDMAN WERNER REHM STRATEGY Chief Financial Officer, CFA Institute Chief Financial Officer, Anaqua CFO, Monster.com Senior Vice President and Chief Financial Officer, Partner, McKinsey Everbridge, Inc. BEYOND As Chief Financial Officer and Managing Director, As the Chief Financial Officer for Anaqua, Justin Crotty As Chief Financial Officer for Monster, Robert Gibney Ken Goldman brings over 35 years of experience building Werner Rehm is a corporate finance expert partner Diane Basile leads the treasury, business planning oversees global finance and accounting, as well as drives the global financial strategy for the business, finance and technology organizations to his role as in McKinsey’s New Jersey office. He is one of the leaders and analysis, and finance and operations teams. She M&A strategy and functional areas including human including acquisition programs, capital allocation, and Senior Vice President and Chief Financial Officer at of the Strategy Analytics Center, guiding McKinsey’s THE HOCKEY is responsible for the financial leadership of CFA resources, legal, sales operation and cloud hosting. operational KPIs. He is passionate abut leading business Everbridge. A former recipient of Boston Business center of competence for financial and capital markets Institute and contributing to the organization’s strategic Mr. Crotty joined Anaqua in 2016 from Oliver Wyman transformation to drive long-term growth, and is focused Journal’s “CFO of the Year” award, Mr. Goldman’s analysis, M&A, and valuation. Mr. Rehm also leads evolution and global expansion. During her more than where he was a partner advising private equity and on steering the company financially in order to bring financial and operational leadership experience McKinsey’s work in investor relations and investor STICK 20 years of experience in finance, Ms. Basile served strategic clients on growth and M&A initiatives involving greater value to customers and candidates. supports Everbridge’s accelerated growth. communications. as senior vice president, chief financial officer, and software, information and services businesses. Prior Mr. Gibney came to Monster in May 2017, intrigued by Mr. Goldman’s career spans extensive expertise He advises teams and clients on in-depth financial treasurer for American Science & Engineering, Inc., to his leadership roles in strategy consulting, he worked the opportunity to join a respected brand in an industry in finance, administration, corporate strategy and analyses, corporate and business unit valuation, M&A, and chief financial officer for Intronis, Inc., as well as in private equity, investment banking, corporate that is experiencing significant transformation. Before operations, including leadership roles with three public capital structure, dividend policy, investor relations, and vice president of finance in Nuance Communications’ development and technology consulting, and has joining Monster, he served as Chief Financial Officer companies including successful IPO and secondary Capital Market Diagnostics in order to identify, value, Healthcare Division. experience working in the US, Europe and Asia. He holds for various divisions of Thomson Reuters, most notably capital raise experience. Prior to Everbridge, Mr. and prioritize corporate strategies. Mr. Rehm works In addition, she has held finance positions at Fidelity a bachelor’s degree with honors from Brown University Thomson Reuters Tax & Accounting, which was Goldman served as Executive Vice President and CFO across all sectors and has deep experience in the high Investments, Merrill Lynch & Co., PerkinElmer, and and an MBA from the Kellogg School of Management at experiencing a similar shift in its industry. The strategy at Fiksu, a Boston-based provider of mobile application tech, industrial, transportation, and pharma areas. WE HAVE ALL SEEN strategic plans with Northwestern University where he was a Citigroup Scholar. Digital Equipment. She is a member of the Boston was to create a software, service and content solution marketing products. He was also EVP and CFO Black Beyond his direct client work, Mr. Rehm is a leader for “hockey stick” revenue projections. How does a Security Analysts Society. Ms. Basile holds a master’s business to meet the needs of Tax and Accounting Duck Software, and prior to that, served as SVP & CFO many of McKinsey’s corporate finance trainings. He has CFO determine which financial projections are degree in finance from Boston College and a BS degree professionals. The business tripled in size and and Member of the Board of Directors for Salary.com. written extensively on value creation, investor relations, credible, and then take the bold action to help in economics from The Wharton School of the University profitability, while ROI reached the high teens, during Before Salary.com, Mr. Goldman held CFO and executive and M&A. He is a member of the editorial board for these plans turn to reality (or redeploy resources of Pennsylvania. She earned the CFA charter in 2007. his tenure. He credits a former boss and colleagues for positions for Lodestar Corporation, Student Advantage, McKinsey on Finance, the firm’s quarterly publication as needed to more productive initiatives)? An elite helping him develop a leadership style that is fact based MediaMap, Shoplink.com, Liberty Mutual and Goldweitz on corporate finance topics, and occasionally hosts the group of CFOs will discuss how financial leaders and transparent, while consistently demanding results & Company, Inc. A CPA, Mr. Goldman began his financial McKinsey on Finance podcast. balance risk and rewards in a way that results in and leading with compassion. career at KPMG. He is a graduate of the Syracuse sustainable long-term growth. Mr. Rehm was born and raised in Germany and has worked Mr. Gibney is a CPA and has an MBA from the University University Martin J. Whitman School of Management. in multiple McKinsey offices since joining the firm in of Connecticut. He also holds a degree in international 1995, including Berlin, Frankfurt, Boston, and New York. finance from the University of Connecticut.

12 13 10:30 AM – 11:30 AM MODERATOR TRACK 2 PEOPLE SALONS FGH

THOMAS BLESSO MBA '09 LANG LEONARD CHRIS MENARD CHRISTOPHER MONTGOMERY AMY O'KEEFE WHEN BOLD Chief Financial Officer, Penn Foster Education Group Chief Financial Officer, LevelUp Chief Financial Officer, BlueSnap Managing Director, Head of Software, Americas, UBS Partner, Private Equity & Investment Funds Practice, Nixon Peabody LLP MEANS SELL Tom Blesso is the Chief Financial Officer of Penn Lang Leonard has been Chief Financial Officer at Chris Menard, Chief Financial Officer, brings 20 years Chris Montgomery joined UBS in 2016 and leads the Amy O’Keefe is a partner in Nixon Peabody’s Private Foster Education Group, a digital learning and talent LevelUp since 2014. LevelUp is a mobile ordering and of corporate finance and business administration UBS Americas Software practice. Previously he was a Equity and Investment Funds group. She works development solutions company. He has a proven track mobile payments platform which connects restaurants leadership experience to BlueSnap. In his role with Senior Vice President with Jefferies, and prior to that extensively in the M&A space, representing both public record executing profitable growth strategies and and guests with a customer experience that blends BlueSnap, Mr. Menard oversees the finance and legal was responsible for supply and demand management for and private strategic buyers as well as financial buyers he has 15 years of progressive financial management analytics, loyalty, and rewards. Mr. Leonard is an teams. With a long and successful track record of server and workstation processors for Intel Corporation. and sellers of privately held businesses. In the PE space, experience in a variety of industries including education experienced finance leader for early stage software growing organizations, he is positioned to guide BlueSnap Mr. Montgomery has more than 11 years of experience she also advises investors and funds in connection with services, software, and consumer goods. Prior to joining and service companies with a particular focus on in its next phase as a payments solutions leader. as an investment banker in the Enterprise Software and portfolio investments, portfolio companies completing Penn Foster, Mr. Blesso was the Director of Finance for international expansion including structure, funding, Mr. Menard comes from Cayan LLC where he was broader Technology sectors. He has advised a broad exit transactions and emerging companies seeking The Princeton Review. He received an MBA from the MIT and legal. He also has extensive experience with responsible for overseeing the organization’s finance range of clients across application, infrastructure and capital from investment funds and angel investors. Sloan School of Management. acquisitions, reorganizations and strategic alliances. and accounting functions, in addition to human communications software on strategic advisory and Ms. O’Keefe received her law degree from American Mr. Leonard holds a BA in economics (cum laude) from resources and corporate development. Prior to his capital markets transactions. University, Washington College of Law. Colgate College, and a JD from Boston University School time at Cayan, Mr. Menard has held multiple executive Mr. Montgomery earned his BS in Computer Systems of Law, as well as an MBA (with honors) in finance from level financial positions for some of Boston’s most Engineering from Stanford University and his MBA from Boston University’s Questrom School of Business. prominent technology companies, where he served as Harvard Business School. WE OFTEN THINK OF LEADERSHIP when Executive Vice President and Chief Financial Officer for undertaking a bold move in acquiring another both Bit9 and Brightcove. Mr. Menard also held multiple company via an M&A transaction. But, senior level administrative positions at Phase Forward, sometimes the most audacious move is one that including Chief Financial Officer. calls for selling a business early in its life cycle, or Mr. Menard also sits on the Board of Directors for shedding a long-held service to focus on another Globoforce and is chairmen of the company’s Audit part of the business. This panel of experts will Committee. He is also a member of the Board of discuss how their companies have successfully Overseers for Babson College and is a member of their navigated current economic trends to execute a Audit Committee. Recognized as one of Boston Business bold exit for their organizations. Journal’s 40 Under 40 in 2009, he holds a BS degree in business administration from Babson College, as well as a MBA from Boston College.

14 15

– 12:00 PM 1:15 PM LUNCHEON KEYNOTE PANEL INTRODUCTION MODERATOR GRAND BALLROOM

PETER HIRST DAVID FREAR GLENN SCHIFFMAN MICHAEL SHERIDAN KIMBERLY JOHNSON CHUTZPAH Associate Dean, MIT Sloan Executive Education Senior Executive Vice President and Chief Financial Officer, IAC Chief Financial Officer, Docusign Professional Products Editor, The Wall Street Journal Chief Financial Officer, SiriusXM IN THE CFO Peter Hirst leads the team of professionals who partner David Frear joined SiriusXM in June 2003 as the Glenn H. Schiffman is Executive Vice President and Chief As DocuSign’s Chief Financial Officer, Michael Sheridan Kimberly S. Johnson is Professional Products Editor, a role with clients and faculty at the MIT Sloan to develop, company’s Executive Vice President and Chief Financial Financial Officer of IAC, and Chief Financial Officer of is responsible for overseeing the teams that drive global that’s central to The Wall Street Journal’s efforts to provide design, and deliver innovative executive education Officer where he is responsible for overseeing the ANGI HomeServices Inc. In these roles, Mr. Schiffman financial planning and analysis, revenue operations, business and financial professionals specialized content SUITE: B O L D programs for individuals and companies. finance, accounting, treasury, investor relations, IT, music oversees corporate finance, accounting, M&A, investor accounting, procurement and investor relations. that helps them understand their industries, grow their Formerly the Chief Executive Officer of the royalties and satellite development operations. SiriusXM relations, and administration functions. Mr. Sheridan has more than 18 years of CFO experience businesses and advance their careers. She is responsible for commercialization, consulting, and executive education is the world’s largest radio company measured by Prior to his appointment at IAC, Mr. Schiffman served in high-growth tech companies and a long track a dozen professional verticals, leading a team of more than DECISIONS, revenue, with more than $5 billion in revenue, and serves 60 journalists generating news, analysis and data for those business of the London School of Economics, he has as Senior Managing Director at Guggenheim Securities. record of leading high-performance financial teams to over 20 years of experience in international strategy, more than 34 million subscribers in the U.S. and Canada. Previously, he was a Partner at The Raine Group, a success. Before joining DocuSign, Mr. Sheridan spent products. The products under Ms. Johnson’s watch include ACTIONS AND technology consulting, and organizational development. Prior to joining SiriusXM, Mr. Frear was Executive Vice merchant bank focused on advising and investing in the more than four years as CFO at FireEye. And prior to the suite of WSJ Pro Products launched in recent years, as well CFO Journal CIO Journal CMO Today Risk & Compliance He is a past president of the British American Business President and Chief Financial Officer, and a director of, technology, media, and telecommunications industries. his role there, he held CFO roles at several technology as , , , Journal Logistics Report The Frontiers Council of New England, and is a trustee and treasurer SAVVIS Communications, a global managed network Other past leadership roles include Co-Head of Global companies—including Mimosa Systems, Facebook, IGN , and newsletter. OUTCOMES of the American Foundation of the University of services provider with operations in 44 countries. He Media at Lehman Brothers, Head of Investment Banking Entertainment and SonicWALL. Before SonicWALL, Mr. Prior to this position she was Editor of the CFO Journal, St Andrews in Scotland. He is also co-chair of the also served as Senior Vice President and Chief Financial Asia-Pacific at Lehman Brothers, and subsequently Sheridan worked as a financial executive at Genesys which focuses on coverage of corporate finance and issues Education Working Group of the Internet of Things World Officer for Orion Network Systems. Joining Orion prior to Nomura, as well as Head of Investment Banking, Telecommunications and NetApp. that confront finance executives. Ms. Johnson has two BOLD CALLS ARE A FUNDAMENTAL imperative Forum, and a founding member of the Internet of Things the start of commercial operations, he assisted Orion in Americas for Nomura following Nomura’s acquisition of Mr. Sheridan has a Bachelor of Science degree in decades of journalism experience, spanning print, online, for today’s business leaders. Whether it’s The Wall Street Journal Global Talent Consortium. funding the construction of the Company’s global satellite Lehman’s Asia business. Commerce from Santa Clara University. broadcast, and radio. Prior to joining innovating the landscape, growing market share Mr. Hirst earned a PhD from the University of St system and the launch of commercial services. He also Mr. Schiffman serves on the Board of Directors of ANGI in 2014, she spent five years covering financial activity or reinventing competitive position, leaders Andrews, Scotland, for research in plasma physics and played an important role in Orion’s purchase by Loral HomeServices Inc. and Match Group. He is a member in sub-Saharan Africa for various publications including are routinely faced with the need to make Financial Times Global Post The Africa Report microwave engineering. After a period of academic Space and Communications. Mr. Frear also served as of the National Committee on United States-China the , , and challenging decisions. Bold decisions, in which entrepreneurship in a variety of related fields, including Chief Financial Officer for Millicom and held management Relations, and serves as a member of the Board of magazine. She previously wrote about the auto industry desired outcomes are expressed but by no means The Associated Press optoelectronics, neural network computing, and the positions at Bear, Stearns & Company, Credit Suisse, Visitors for the Duke University School of Medicine and for in Detroit, where she covered the guaranteed, can include changes in market interfaces between technology and terrorism, he was Transway International and Deloitte & Touche. the Board of Directors of GoNoodle. He is Founder and bankruptcy protection filings of General Motors and Chrysler. strategy, product direction, pricing models, appointed Westminster Fellow in the UK Parliamentary He received an MBA from the University of Michigan, Chairman of the Valerie Fund Endowment and a member Before moving to Detroit, she was a business reporter at talent management and/or expense allocation. Denver Post Office of Science and Technology. Graduate School of Business Administration in Ann of the Valerie Fund’s Board of Advisors. Mr. Schiffman the , where she covered retail, technology, Our luncheon keynote speakers will share their Arbor, Michigan. has a degree in economics and history from Duke telecommunications, and biotech. She also worked at the experience in taking the lead on bold actions and In 2012, he was named a Member of the Most Excellent New Haven Register The Boston Globe University. He was named Institutional Investor’s CFO of , and CNN. Ms. Johnson the impact on their companies. Order of the British Empire (MBE) by Queen Elizabeth the Year for the Midcap Internet Sector in 2018. holds a bachelor’s degree in broadcast journalism and a II in recognition of his service to British and American master’s degree in business and economics journalism from business and academia interests. Boston University’s College of Communication.

18 19 1:30 PM – 2:30 PM MODERATOR TRACK 1 PROCESS GRAND BALLROOM

DOUG BAKER TIFFANY FREITAS ANITHA GOPALAN DR. MICHAEL SIEGEL ASH NOAH D IGITA L Principal, KPMG Chief Business Officer, PathAI Chief Financial Officer, Catalant Technologies Principal Research Scientist, MIT Sloan Vice President, CGMA External Relations FIN A N C E , Doug Baker is a Principal in KPMG’s Management Tiffany Freitas is the Chief Business Officer at PathAI, Anitha Gopalan is the Chief Financial Officer at Catalant Dr. Michael Siegel is a Principal Research Scientist at Ash Noah is Vice President CGMA External Relations at Consulting practice, with nearly 20 years of industry and a leading biotech company focused on applying Technologies, an on-demand business expertise and the MIT Sloan School of Management, and is currently the Association of International Certified Professional consulting experience across finance and operations. machine learning to pathology for better diagnoses talent platform company. She is an accomplished and the Co-Director of the PROoductivity From Information Accountants. He focuses on introducing, promoting D IGITA L He has delivered projects both strategic and tactical and personalized treatments. She manages PathAI’s focused Senior Executive with more than 20 years Technology (PROFIT) Project. Dr. Siegel’s research and widening awareness of the Chartered Global in nature, affecting both finance and operational business operations, focusing on driving ‘high-quality’ of success across the SaaS, Technology, Financial interests include the integraton and use of information Management Accountant® (CGMA) designation among functions. Focusing on improving bottom-line results revenue growth, scaling the organization rapidly and Services, and Telecommunication industries. Ms. from multiple sources, and the use of modeling and data organizations worldwide. WORLD through integration, he brings hands-on knowledge and effectively, and implementing strong finance and Gopalan’s broad areas of expertise include strategy, analytics to analyze complex systems. He works closely with the Chartered Institute of practical experience developing a strategic vision and governance practices. Prior to joining PathAI, she was financial planning, analysis, operations, scaling, fund His work has been published in areas including the use Management Accountants (CIMA) and acts as a implementing the process, system, and organizational CFO at Vestmark, an enterprise SaaS business, and raising, accounting and investor relations. She has an of information technology in financial risk management liaison to CFOs and finance leaders. He has previously changes required to achieve it. held leadership roles in finance, strategy and business accomplished track record of success in building strong and global financial systems, cybersecurity, applications served as CFO of the International Unit of the global Mr. Baker has led multiple finance and operational development at The Walt Disney Company in California. teams, driving change, and scaling operations to deliver of computation social science to analyze state stability, transport and logistics provider, TNT Express, and has transformations at global automotive OEM and Ms. Freitas developed her business foundation through growth, manage risk, and drive mission-critical results. digital business, financial account aggregation, led finance teams in 45 countries through significant suppliers, directed an enterprise Hyperion EPM investment banking and consulting at Citigroup and She has extensive experience in technology, media and healthcare information systems, heterogeneous transformation. While at TNT, Mr. Noah worked with implementation at a drug diagnostic company, and Bain & Company. tele-communications industries with entrepreneurial, database systems, managing data semantics, query CIMA to help build Business Partnering competencies FINANCE HAS LONG BEEN a technology affected major redesigns of the close process and Recognized as one of Boston Business Journal’s high-growth pre-IPO and public companies. optimization, intelligent database systems, and learning in the finance function. He has been closely involved in leader, starting with software that was designed accounting organization at both a global consumer CFO of the Year in 2017, she holds a BA in mathematics Before joining Catalant, Ms. Gopalan was a Vice in database systems. mergers and acquisitions in Brazil, Chile, India and Spain. to automate a simple spreadsheet. However, products company and a $10B insurance payor. Prior from Barnard College and an MBA from Harvard President of Finance at Rapid7, a Boston-based cyber Dr. Siegel received his BS in engineering from Trinity He has also led a number of business turnarounds in finance continues to lead the way. Join our to joining KPMG, he worked for Ford Motor Company Business School. security company, where she teamed up with other College (1977), and MS in engineering from the Solar the Middle East, Africa, Australia, Northern Europe and leadership panel as we explore the “tells” in the for nearly 10 years in a variety of management roles executives to deliver rapid growth from venture-backed Energy Laboratory at the University of Wisconsin- Asia. He is a licensed US CPA CGMA and a Fellow of the world of finance software, and what the digital leading strategic projects that involved both finance and start-up to a successful and oversubscribed IPO. Prior to Madison (1980), and an MA and PhD in computer science Chartered Institute of Management Accountants. He is future holds. cross-functional operations teams. During his tenure he Rapid7, she was in Silicon Valley where she held financial from Boston University (1989). currently based in Durham, North Carolina. managed the Financial Planning & Analysis function for leadership roles at publicly-traded iPass, a cloud-based a $5B product line, designed and implemented a global mobility management company. She spent nearly a accounting and reporting solution, and led the design decade in Ernst & Young with extensive experience in and reorganization of the global accounting function. technology, media and telecommunications companies from private to multi-national public.

20 21 1:30 PM – 2:30 PM MODERATOR TRACK 2 PEOPLE SALONS FGH

KEVIN DURKIN MELISSA GILLESPIE DR. SHAN NAIR AMIT SINGHI NANCY PERSSON RECON- Chief Financial Officer, Threat Stack Vice President, HR Services, HR Knowledge President, Nucleus Chief Operating and Financial Officer, Piston Group Executive Coach, Leadership Development Consultant, and Principal, Leadership Growth Solutions STRUCTING As the Chief Financial Officer at Threat Stack, Since 2010, Ms. Gillespie has advised and worked with Dr. Shan Nair is an entrepreneur and consultant on Amit Singhi is the Chief Operating & Financial Officer Nancy Persson is an Executive Coach, Leadership Kevin Durkin is responsible for leading Finance and HR Knowledge’s clients in all areas of HR management, international expansion. He co-founded an earlier of the Piston Group, with responsibility for operating Development Consultant, and Principal of Leadership Administration. He brings more than 20 years of including workplace best practices, organizational company bearing his name and grew it from a 2-person and financial matters at all of the Piston Group’s four Growth Solutions, a management consultancy providing T H E financial and operational experience at high-growth enhancement, workforce training, performance start-up to an international business enterprise with companies. He most recently was the Chief Financial executive coaching, leadership development and technology start ups. measurement and compliance. She believes that a about 700 employees in offices in 6 countries before Officer at FLIR Systems, leading all Finance and I.T. strategic team solutions across various business Prior to joining Threat Stack, Mr. Durkin was the Chief strong HR strategy improves a business’s productivity, selling the entire business to Private Equity in 2013. functions from 2015 to 2017. FLIR Systems is a $4.5 Billion sectors and not-for-profit organizations. She brings WORKFORCE quality and employee retention. Ms. Gillespie’s mid-cap technology public company, that designs, significant experience in developing and driving talent Financial Officer of DataGravity and Chief Financial Dr. Nair was the first to spot and develop a market niche Officer of Azuki Systems (acquired by Ericsson). A CPA, commitment to service mirrors the culture and providing one stop shopping for small and medium develops, manufactures, markets, and distributes sensor strategies in a variety of business environments, FOR GROWTH he started his finance career at Deloitte and gained commitment that HR Knowledge strives to provide to sized US technology companies seeking international systems that enhance perception and awareness. including multi-channel operations, global businesses, valuable experience working at notable companies such her clients. expansion. In the process he has worked with many Prior to joining FLIR, Mr. Singhi was an employee of and small entrepreneurial ones. Her 30+ years of as RSA, Cisco Systems, and Salary.com. Prior to HR Knowledge, Ms. Gillespie was most recently companies in their early stages who have since become Ford Motor Company from 1994 to 2015. During his business experience, and her 10+ years as an executive an independent HR Consultant. In this role, she was a household names such as Tesla Motors, FaceTime and tenure at Ford, he held financial management positions coach have forged a talented leader known for work trusted human resources advisor to small- and mid- Sonus Networks. in a wide range of operating areas, including new ethic, versatility, passion, and compassion. sized organizations providing guidance, direction and Dr. Nair took over in August 2018 as President of Nucleus, product development, engineering, purchasing, supply Ms. Persson’s career before founding Leadership THE WORKFORCE CONTINUES to evolve as bold advice about the application or interpretation of human the leading provider of international expansion services chain, manufacturing, marketing, sales & service, and Growth Solutions includes senior leadership positions in changes are made to both the physical location resources and labor policies, as well as practices and (IES) for small to medium sized companies with corporate staffs. He was the Chief Financial Officer of financial services, retail, and e-commerce businesses, as (shared space, satellite offices, relocation into procedures in a variety of areas related to human operations in multiple countries. Nucleus is unique in Ford South America, based in Sao Paulo, Brazil, from well as line leadership experience. She learned early on cities away from suburbs) and the responsibilities resource management. that it provides true one stop, multidisciplinary,multi- 2012 to 2015. to speak the language of the business and is recognized of individual contributors (flatter organizations, Ms. Gillespie is a certified human resource professional. country shopping for companies seeking international Prior to Ford, he was an engineer at General Motors for practical bottom-line solutions that work. She is an mixing of generations, shorter tenures). This She graduated summa cum laude from Northeastern expansion or with international operations. R&D Center from 1989 to 1994, where he held several expert facilitator, communicator, executive coach and panel of experts will explore the push-and-pull of University with a BS in business management and a engineering & operational roles involved with development consultant, widely recognized for her where and how leading organizations collaborate In addition to the above, Dr. Nair has Angel Invested in a concentration in leadership. She is a member of the development of advanced navigation systems, product authenticity, energy, and creativity. A committed life- effectively. variety of technology companies and PE funds in US and long learner, she has earned a first-degree Black Belt in Society for Human Resource Management (SHRM) and he also runs a UK property portfolio. He has a doctorate planning, and manufacturing consulting. New England Human Resources Association (NEHRA). Tae Kwan Do, and has more recently added kickboxing in nuclear physics from the University of Oxford. He has Mr. Singhi holds an MBA in Finance and Corporate and beekeeping as hobbies. Ms. Persson lives in South received multiple recognitions for his contribution to Strategy, an MS in Electrical Engineering Systems from Easton, MA and is passionate about her family, her work, business in the US, UK and India. the University of Michigan, Ann Arbor, and a Bachelors downhill skiing, and gardening. of Technology in Electrical Engineering from the Indian Institute of Technology, Bombay.

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2:30 PM – 3:30 PM MODERATOR TRACK 1 PROCESS GRAND BALLROOM

JULIA ABRAMOVICH MBA '02 DAVID GARRITY NAEEM ISHAQ STEVEN PIPP SILVIO MICALI BLOCKCHAIN: Vice President of Sales, IBM Co-Founder and Partner, BTblock and Chief Financial Officer, Treasurer & Research Manager, Silicon Valley Bank Professor, MIT Computer Science and Artificial Independent Director Executive Vice President, Risk, Circle Intelligence Laboratory (CSAIL) B RIL L I A N T Julia Abramovich is a Vice President of Sales for IBM’s With over 25 years experience in the financial services Naeem Ishaq joined Circle from Boxed, the New York Steven Pipp is a Research Manager based in San Born in Palermo, Italy, Silvio Micali received his Ph.D. in Cloud Software Business for Retail, Consumer Products, industry, David Garrity has served as chief financial based e-commerce platform company where he was Francisco, CA, responsible for leading capital markets Computer Science from the University of California at and Travel clients. Ms. Abramovich brings over twenty officer and board director for both public and private Chief Financial Officer, and held responsibility for research and data-driven analysis on the venture Berkeley in 1983. He joined MIT in 1983, where he is Ford O R years of work experience in sales, strategy consulting, companies, and has extensive experience in operations, leading several divisions of the company. Prior to Boxed, economies that Silicon Valley Bank (SVB) serves globally. Professor of Engineering. advisory and research disciplines. Mr. Garrity served as marketing, and business development. She also serves he was the Head of Finance, Strategy & Risk for Square, Mr. Pipp is the author of SVB’s flagship State of the Markets His scientific interests include complexity-based a Chief Financial Officer and Board Director at Interclick, as Greater Boston Senior Location Executive for IBM in a fintech company noteworthy for their exceptional report which addresses the most pressing questions pseudorandom generation and cryptography, interactive BANDWAGON? Massachusetts. Inc., a behavioral targeting internet advertising network finance and risk management execution. Previously, facing late-stage technology companies and investors. and computationally sound proofs, zero knowledge, acquired by Yahoo for $270mm. At Aspen Group, he Ms. Abramovich successfully led many sales teams in the he served as Senior Director of finance & strategy at These quarterly pieces draw on insights from thought secure protocols, and mechanism design. served as Chief Financial Officer and was integral Retail, Financial Services, and other verticals to growth. Salesforce.com, where he led the company’s long range leaders across SVB and have explored topics such as in taking Aspen public, raising growth capital and Mr. Micali is the recipient of the Goedel prize (in Previously, she was a Chief of Staff for a 20,000-person planning, supported all M&A activity, and led Finance & the rise of China’s innovation ecosystem, the effect of developing relationships with investors, regulators theoretical computer science) and the RSA prize (in GBS consulting organization, where she started her tenure Strategy activities for Salesforce.com’s acquired international tension on cross-border investment, and and institutional clients. Mr. Garrity appears regularly cryptography), and is a member of the National Academy with IBM in 2002. As a strategy consultant, she focused standalone businesses. the influence of nontraditional venture investors. on CNBC, BNN, Bloomberg, The Financial Times, Asia of Sciences, the National Academy of Engineering, and on helping national retail clients implement new brand Times, Yahoo Finance and other media outlets. Prior to his research role, Mr. Pipp spent two years the American Academy of Arts and Sciences. EVERY CONFERENCE HAS a blockchain panel— strategies and increase sales through understanding and managing advisory and valuation engagements for He currently serves as Independent Director for but how do CFOs know when a technology is the interpreting customer preferences. venture-backed technology companies as part of SVB BTCS, Inc., a public company focused on blockchain real thing or when it’s simply popular because it’s Prior to receiving her MBA, Ms. Abramovich worked in Analytics. Before joining SVB, he worked in Minneapolis, technology development and application, and digital popular? This panel will explore the practical use Human Resources as a senior compensation analyst at a MN, as a consultant and entrepreneur developing asset management. He is also Co-founder and Partner of the blockchain technology, and why the CFO global engineering consulting firm, where she analyzed business strategies and evaluating the economic at BTblock, a blockchain consultancy firm specializing needs to care. industry compensation trends, developed performance potential for technologies at the intersection between in providing consulting services and workshops for management systems, and administered the firm’s agriculture and energy. organizations interested in exploring blockchain executive compensation program. She has also worked for solutions to help them improve performance across all Mr. Pipp earned a MS in finance from Boston College several start-up organizations. levels of the value chain. and a BS in business from the University of Minnesota. Ms. Abramovich graduated with honors from Brandeis In addition, he holds the Chartered Financial Analyst University with a BA in Mathematics and minors in (CFA) designation. Economics and Philosophy. In 2002, She earned an MBA from MIT Sloan where she was awarded a Merit Fellowship for her contributions to the Sloan community. She is also involved with several local non-profit organizations, including the United Way, and serves as a board member for Associated Industries of Massachusetts (AIM).

28 29 2:30 PM – 3:30 PM MODERATOR TRACK 2 PEOPLE SALONS FGH

BOB CRUICKSHANK CRAIG DRISCOLL NICOLE HEIFNER FRANK SMALLA DAN DE NISCO BOL D TH AT Chief Financial Officer, ezCater Partner, Highland Capital Partners Chief Financial Officer, Accent Therapeutics Treasurer & CFO, Boston Beer Senior Vice President, Robert Half Management Resources TE A M: Bob Cruickshank is Chief Financial Officer of ezCater. Over the past 11 years at Highland Capital Partners, Nicole Heifner joined Accent Therapeutics in September Frank H. Smalla was named Treasurer and Chief Dan DeNisco is the Senior Vice President for North He is a proven finance leader with more than twenty Craig Driscoll has led all talent and recruiting activity for 2017 and serves as Chief Financial Officer. Prior to Financial Officer of Boston Beer (NYSE: SAM) on America of Robert Half Management Resources, a years’ experience at public and private companies, high the firm. He advises Highland’s portfolio companies joining Accent, she drove two successful initial public February 19, 2016, after serving in the interim position division of Robert Half and the world’s premier provider BEYOND HR growth start-ups, and mature-stage organizations. Prior on executive recruiting issues. He has also helped build offerings in biotechnology—first as the Senior Director of Senior Vice President, Finance since January 2016. of senior-level accounting and finance professionals on a to ezCater, Mr. Cruickshank served as Chief Financial the leadership teams of some of the most innovative of Finance at Epizyme, Inc. and most recently as the Mr. Smalla previously worked in various senior financial project and interim basis. Officer at Amazon Robotics (formerly Kiva Systems), technology companies across a range of industries Senior Vice President and Chief Accounting Officer roles for Kraft Foods Group, Inc. of Northfield, Illinois Since joining RHI in 1985 as a recruiting manager, where he led financial integration with Amazon, and and geographies. at Intellia Therapeutics, Inc., where she oversaw all from 1995 through 2015, most recently as Senior Vice Mr. DeNisco has held several highly visible positions built a finance and accounting function that supported More recently, Mr. Driscoll has leveraged his broad aspects of finance, accounting and treasury. Ms. Heifner President, Finance of U.S. Business Units, U.S. Sales, within the company including Area Manager for Upstate a 10x scaling of operations. Prior to that, he served as networks and team building acumen to pursue began her career in the audit practice of Deloitte. She Integrated Supply Chain, RDQ and Marketing Services. New York and Southeastern Canada, Regional Manager vice president of finance at Aspen Technology. He holds investments in several areas including the Future of graduated from Boston University with a degree in He held the positions of Senior Vice President of Finance for the Mid-Atlantic and Senior Regional Manager for the a BA from Wake Forest University and an MBA from Work. He is on the board of Remote Year and Trilogy business administration, with a focus in accounting. from 2012 to 2015 and Vice President of Finance from Carolinas, Georgia and Florida. Northeastern University. 2010 to 2012. Education Services, and actively involved with Catalant, In 1975, Mr. DeNisco began his career in Buffalo, N.Y. at J.D. INXPO, and SessionM. He was previously active with the Elliott & Co. CPAs. During his ten years with the large CPA boards of Bullhorn (acquired by Vista Equity) and Quattro firm, he worked as a Staff Accountant, Senior Accountant, BUILDING THE RIGHT TEAM includes (acquired by Apple). Manager and became a Partner and Shareholder. deliberate consideration of strategic planning, Mr. Driscoll joined Highland from Korn/Ferry effective operations and use of capital of an Mr. DeNisco has a B.S. degree in Accounting from International where he was an executive recruiter in organization. This panel will explore the CFO’s SUNY at Buffalo and is an inactive licensed CPA in New Korn/Ferry’s Boston office focusing on venture-backed role vis-à-vis the make-up of the leadership team. York State. technology companies. He completed C-level, Board How does a CFO evaluate a new Sales or R&D of Director and senior executive placements at several lead? What if it’s time for a new CFO—either self- industry leading companies. decided or in response to external pressure? Previously, he was Vice President, Business Development at JacobsRimell, a London-based software startup and Fidelity Ventures’ portfolio company. He was an Associate at Fidelity Ventures where he focused on investments in the communication infrastructure sector. He also worked as a research analyst at the Yankee Group. Mr. Driscoll holds a BE, mechanical engineering from Vanderbilt University.

30 31 – 4:00 PM 4:45 PM AFTERNOON KEYNOTE MODERATOR GRAND BALLROOM

MARK CASTANEDA TIM SAUNDERS SCOTT STERN THE BUSINESS Chief Financial Officer, Tilray Executive Vice President and Chief Financial Officer, Professor of Management, MIT Sloan Canopy Growth Corporation OF CANNABIS In his capacity as Chief Financial Officer at Tilray, Mark Tim Saunders is a finance executive with international Scott Stern is a Professor of Management at the MIT Sloan Castaneda is responsible for stewarding Tilray’s finances experience in public companies and private equity- School of Management. Professor Stern explores how as the company pursues an aggressive global growth backed start-ups. His leadership style focuses on innovation and entrepreneurship differ from more traditional strategy to scale distribution of its high-quality cannabis business transformation and forward thinking to economic activities, and the consequences of these differences products in Canada and internationally. He has served advance business capability and the business model. for strategy and policy. His research in the economics of as Chief Financial Officer, Secretary and Treasurer since He joined Canopy Growth Corporation as the Chief innovation and entrepreneurship focuses on entrepreneurial March 2018. Mr. Castaneda previously served as the Financial Officer in June 2015. Since joining the company, strategy, innovation-driven entrepreneurial ecosystems, and Chief Financial Officer and Assistant Treasurer of Primo Mr. Saunders has managed multiple financings that innovation policy and management. Recent studies include the Water Corporation, a publicly traded water marketing have raised over $6 billion and directed 25 M&A impact of clusters on entrepreneurship, the role of institutions in and distribution company, from March 2008 to January transactions that increased the company’s production shaping the accumulation of scientific and technical knowledge, 2018. From October 2007 to March 2008, Mr. Castaneda capacity, brand strength and global business footprint. and the drivers and consequences of entrepreneurial strategy. served as the Chief Financial Officer for Tecta America, In addition, he facilitated the July 2016 up-listing of the Professor Stern has worked widely with practitioners in bridging Inc., a private national roofing contractor, and from company’s shares to the Toronto Stock Exchange— the gap between academic research and the practice of October 2004 to August 2006, he served as Chief making Canopy the first cannabis company to be listed innovation and entrepreneurship. This includes advising start-ups Financial Officer for Pike Electric Corporation, a publicly on a major global stock exchange and later the first to be and other growth firms in the area of entrepreneurial strategy, traded energy solutions provider, where he helped lead on the S&P TSX Index. His leadership was instrumental as well as working with governments and other stakeholders its initial public offering in July 2005. to listing the company’s shares on the New York Stock on policy issues related to competitiveness and regional Mr. Castaneda also served as the Chief Financial Officer Exchange (NYSE) in May 2018. Prior to joining Canopy, performance. Additionally, Professor Stern co-founded the MIT of Blue Rhino Corporation from November 1997 to Mr. Saunders held executive finance positions at Mitel, Regional Entrepreneurship Acceleration Program, advised the MARIJUANA HAS COME A LONG WAY. From Reefer October 2004 and as a member of the board of directors Zarlink Semiconductor, Vodafone (UK/Czech Republic), development of the Social Progress Index, and served as the lead Madness to GMP-certified medical marijuana, today the of Blue Rhino Corporation from September 1998 to April Oskar Mobil (Czech Republic) and Plasco Energy Group. MIT investigator on the US Cluster Mapping Project. business of cannabis offers a bold new promise. This 2004. Mr. Castaneda helped lead Blue Rhino’s initial Mr. Saunders earned his CPA with Pricewaterhouse- fireside chat will dig into the weeds of cannabis science Professor Stern started his career at MIT, where he taught from public offering in May 1998. Mr. Castaneda began his Coopers and is a proud graduate of Bishop’s University and technology, as well as the policy changes and 1995 to 2001. Before returning to MIT in 2009, he held positions as career with Deloitte & Touche in 1988 and is a certified (Quebec) where he obtained his BBA. Mr. Saunders also resulting strategic opportunities of this new market. a Professor at the Kellogg School of Management and as a Non- public accountant. Mr. Castaneda has served on the earned an executive certificate from the Ivey School of Resident Senior Fellow at the Brookings Institution. Stern is the Audit Committee of Ranir Global Holdings, LLC since Business at the University of Western Ontario. director and cofounder of the Innovation Policy Working Group August 2016. Mr. Castaneda holds a BS in Accountancy at the National Bureau of Economic Research. In 2005, he was and a Masters, Taxation from DePaul University. awarded the Kauffman Prize Medal for Distinguished Research in Entrepreneurship. He holds a BA in economics from New York University and a PhD in economics from Stanford University.

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MIT SLOAN CIO SYMPOSIUM LEADING THE SMARTER ENTERPRISE

THE SMARTER ENTERPRISE leverages data, machine learning, AI, and other insightful SCENES FROM 2017 technologies to create organizations deeply engaged with customers and other stakeholders. Smarter enterprises are culturally transformed to incorporate data driven FIND PHOTOS AND VIDEOS FROM LAST YEAR’S SUMMIT AT MITCFO.COM insights into every decision. They work collaboratively and promote talent growth, are more consumer/customer oriented and quicker at getting to market.

While many organizations have piloted insightful technologies, the challenge is to scale across the enterprise. Enterprises don’t really become smarter until they scale. Key hurdles are culture, processes and a lack of talent.

Smarter Enterprises require smarter Chief Information Officers and technologists. CIOs who not only understand the revolutionary potential of insightful technologies and how to scale them, but who can also act as cultural change agents, leading their executive business peers in transforming their organizations for competitive advantage.

Attend the MIT Sloan CIO Symposium. Connect with MIT academics, leading CIOs, senior MAY 22, 2019 executives, and industry experts, and peers for a day of learning and engaging. Leave prepared 15TH ANNUAL MIT CIO SYMPOSIUM to lead a smarter enterprise. MIT KRESGE AUDITORIUM FOR MORE INFORMATION MITCIO.COM Visit www.mitcio.com or contact Lindsey Anderson via email: [email protected] SAVE THE DATE – 14 NOV 2019 17th annual MIT Sloan CFO Summit

Program Design Monderer Design, Cambridge, MA

MIT Sloan Boston Alumni Association 139A Charles Street Boston, MA 02114