William Billiard (“Jody”) currently serves as Vice President, Controller and Chief Accounting Officer (“CAO”) of Coca-Cola Bottling Co. Consolidated (“Coke Consolidated”), a position to which he was appointed on February 20, 2006. Coke Consolidated, based in Charlotte, NC, is the second largest bottler and distributor of Coca-Cola products in the United States and is publicly traded on NASDAQ under the symbol COKE. In his capacity as Controller and CAO, Billiard is responsible for direct leadership of Securities and Exchange Commission reporting, internal reporting, accounting policy, internal financial controls, general accounting, financial planning, budgeting and analysis, payroll, accounts receivable, accounts payable, asset accounting, marketing accounting and cost accounting. He has 7 direct reports and a total staff of approximately 100 employees. Billiard serves, among other responsibilities, as Chair of the Company’s Sarbanes-Oxley Steering Committee, as Chair of its Disclosure Review Committee and as the Company’s Chief FACT Act Officer.
Before joining the Coke Consolidated, he was Senior Vice President, Interim Chief Financial Officer and Corporate Controller of Matthews, NC based Portrait Corporation of America, Inc., a portrait photography studio company, from September 2005 to January 2006 and Senior Vice President, Corporate Controller from August 2001 to September 2005.
Prior to that, he served as Vice President, Chief Financial Officer of Tailored Management, a long-term staffing company headquartered in Huntersville, NC, from August 2000 to August 2001. From September 1995 to August 2000, he served in a number of senior financial positions with WorldTravel BTI (now BCD Travel) companies in Atlanta, GA, including Senior Vice President of Finance and Treasurer of TRX, Inc. and Controller of the 1996 Olympic Games Travel Network. Prior to joining WorldTravel, Billiard was Controller of Rapha, a nationwide Christian-based mental health care provider. He also was an accountant with Deloitte & Touche LLP, serving most recently as a Senior Auditor. Billiard received an Accounting degree from Pittsburg State University, graduating Summa Cum Laude, completed a Rotary Graduate Fellowship at the University of Tasmania (Australia), and has been a Certified Public Accountant since 1988.
Billiard serves on the Board of Directors of Covenant Day School in Matthews, NC, a private Christian school with an enrollment of approximately 850 students in grades kindergarten through 12th grade. As a member of the Board he also serves on the Finance Committee and the Communications Committee. He served on the Board of Directors of the Pittsburg State University National Alumni Association for over 8 years, serving as the President of the Board for the 2006-2007 academic year and as a member of several Board committees throughout his Board tenure. Billiard periodically serves as a Guest Lecturer in the University’s Kelce College of Business and Economics and was honored as a University Outstanding Alumnus in 2001.
Billiard is a member of numerous professional and civic organizations including the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, Financial Executives International and the Charlotte Basketball Committee.
He has been active in the children’s ministry at Christ Covenant Church in Matthews, NC, since 2000 serving as a Sunday School teacher for three and four year olds. His wife, Jennifer, and he have been married for almost 15 years and have four children, Hannah (12), Sarah (10), David (7) and Benjamin (4).
Professional Organizations
Founding member of Tech20 Treasurers Peer Group, Member of Tax Directors of Silicon Valley, Past Member of the Board of Joint Venture- Silicon Valley Network; Past Member of the Board of Silicon Valley Chapter of Financial Executives International; Past-President of the Santa Clara Chapter of Tax Executive Institute; Past Chair of American Electronics Association Fiscal Committee for California.
Prior experience throughout accounting and finance from cost accounting to plant controller. Responsible for worldwide corporate tax management at Intel, Adaptec, Intuit, and now at Maxim. Responsible for worldwide Treasury operations at Adaptec, KLA-Tencor, Intuit, and now at Maxim.
Company ProfileMaxim Integrated Products is a NASDAQ traded company that designs, manufactures, and sells high-performance semiconductor products. The Company reported revenue in excess of $2 billion for fiscal 2008. Maxim was founded over 25 years ago with the mission to deliver innovative analog and mixed-signal engineering solutions that add value to its customers' products. To date, it has developed over 5900 products serving the industrial, communications, consumer, and computing markets. For more information, go to www.maxim-ic.com.
Jane Casey has been with Blyth, Inc. for 13 years, serving as its Treasurer for the past 4 ½ years. In this capacity, Jane oversees all Tax and Treasury operations including Risk & Insurance, as well as Corporate Facilities and Payroll activities. Prior to assuming the role of Treasurer, Jane was responsible for Blyth’s Investor Relations & Corporate Communications and the firm’s Human Resources & Organizational Development activities. She began her career in financial services, working in both corporate staff and line positions at Citibank, N.A. and Merrill Lynch & Co. where she headed Corporate Business Analysis, prior to her joining its real estate and relocation-related subsidiaries. Jane received her B.A. from Williams College and her M.B.A. from the University of Pennsylvania’s Wharton School.
Paul J. Cienki is Vice President, Government Accounting & Compliance for Honeywell International, responsible for establishing and leading Honeywell-wide policies pertaining to compliance with the Federal Acquisition Regulation, cost accounting standards, foreign government procurement requirements and other U.S. Government accounting requirements. In this role, Paul is a strategic business partner to Honeywell senior leadership, providing financial guidance on the preparation of forward pricing proposals, incurred cost submissions, disclosure statements and contract terminations, managing all government audits and working closely with Honeywell business units to ensure that systems and procedures comply with government requirements. Paul is also responsible for global planning and implementation of International Financial Reporting Standards (IFRS) within and across Honeywell.
Paul has held senior finance and government contract accounting compliance positions at General Dynamics, Smiths Aerospace, Textron Inc., and the Aerospace Industries Association of America. Prior to his private sector experience, Paul spent several years working for the U.S. Department of the Air Force in increasingly responsible positions in the contract administration and financial policy areas.
Paul is currently a Vice Chairman of the National Board of Directors of the Leukemia & Lymphoma Society, responsible for developing and recommending Society strategic policy and direction, and providing oversight, evaluation and support for Society Division and Chapter performance and development.
Paul is a Certified Management Accountant (CMA) and a CPA candidate in New York. He received an MBA from The Wharton School of the University of Pennsylvania, an MS in Accounting from the University of Rhode Island, and a BA from Canisius College.
Dennis Dickstein is a risk management executive in financial services and co-author of the book, No Excuses: A Business Process Approach to Managing Operational Risk, published in January 2009 by John Wiley & Sons.
Since 2007, Dennis Dickstein has been head of Privacy and Data Protection for the US-based wealth management businesses of a global financial services corporation, responsible for developing, installing and leading privacy, information security and records management frameworks for that firm. From 2003 through 2006, he was the head of Operational Risk for the same firm, where he installed a new control framework to manage operational risk and ensure compliance with Basel II and SOX 404. Before 2003, Dennis held chief administrative officer and planning positions for various businesses in several Wall Street firms, applying his business process and risk management skills to real situations.
Before joining Wall Street, Dennis worked in the US Office of Management and Budget, stationed in Washington D.C.
Dennis holds a Masters degree from Harvard University and a Bachelors degree from MIT.
Robert is an Associate Partner in the Financial Services practice, with over 15 years of experience in process redesign and systems implementation. Mr. Eimers also leads IBM’s North American Treasury Consulting Practice. He has published several white papers on the selection and implementation of Treasury Management Applications. Most recently, in conjunction with the Association of Financial Professional, he authored and conducted a Treasury Performance Benchmarking Survey. He has a proven record of planning, analyzing, designing, and implementing domestic and international finance transformation projects, including the evaluation, selection, construction, and deployment of the enabling technologies. His range experience encompasses the design and installation of technical infrastructures, data warehouse systems, custom development of eCommerce applications, treasury management systems, project management solutions, and the formulation and execution of IT strategic plans. In addition to his role as Associate Partner, he is recognized within IBM as a finance transformation and project management subject matter professional. Mr. Eimers holds an MBA from East Carolina University in Finance, a BSA from East Carolina University in Accounting and BS from SUNY Brockport in Economics.
Mr. Fahrenthold is the Managing Director of Risk Management and the ERM Team Leader for Continental Airlines. He has over twenty years of risk management experience. Prior to entering the risk management field, he worked in public accounting and in various corporate functions including financial reporting, treasury operations, and employee benefits management.
Mr. Fahrenthold is currently the Vice Chair of the RIMS ERM Development Committee, and he is the Chair of the AFP Risk Newsletter Editorial Advisory Board.
Mr. Fahrenthold is also a member of the IATA Risk and Insurance Management Working Group and the ATA Insurance Committee.
Mr. Fahrenthold has earned an MAS in Aviation/Aerospace Operations from Embry-Riddle Aeronautical University and a BBA in Accounting from the University of Texas. He is a CPA and holds the following professional designations: Certified Treasury Professional, Chartered Property Casualty Underwriter, Associate in Risk Management, Certified Employee Benefit Specialist, Professional in Human Resources, and Associate in Business Continuity Planning.
Continental Airlines is the world's fifth largest airline, serving 265 destinations throughout the Americas, Europe and Asia. With more than 43,000 employees, Continental carries approximately 69 million passengers per year.
Juan R. Figuereo is the Chief Financial Officer of Cott Corporation, one of the world's largest non-alcoholic beverage companies and the world's largest retailer brand soft drink provider, with business dealings in more than 60 countries around the globe. Figuereo joined Cott on March 26, 2007 from Wal-Mart International, where he held the position of Vice President, Mergers & Acquisitions since 2003. In this role, he provided leadership to Wal-Mart's international growth strategy through acquisitions, partnerships and joint ventures in global markets. Prior to joining Wal-Mart, Figuereo spent 15 years with PepsiCo in a variety of international finance and general management roles, first within the Pepsi-Cola organization and then in the Frito Lay business, including CFO of Pepsi-Cola, Latin America, CFO of Frito Lay Southern Europe and seconded CFO of Pepsi’s anchor bottler in Brazil, among others. Figuereo started his career with Arthur Andersen & Co. in Miami, Florida where he was a Senior Audit Manager; he is a Florida CPA.
Richard B. Freeman is Professor of Economics at Harvard University and Co-Director of the Labor and Worklife Program at the Harvard Law School. He is Program Director of Labor Studies at the National Bureau of Economic Research and Professorial Research Fellow at the CEP, London School of Economics.
Professor Freeman is a fellow of the American Academy of Arts and Science and is currently serving as a Member of the AAAS Initiative for Science and Technology. Freeman served on the study on Policy Implications of International Graduate Students and Postdoctoral Scholars in the U.S. United States. He also served on five panels of the National Academy of Sciences, including the Committee on National Needs for Biomedical and Behavioral Scientists.
He received the Mincer Lifetime Achievement Prize from the Society of Labor Economics in 2006. In 2007 he was awarded the IZA Prize in Labor Economics.
Professor Freeman’s research interests include the growth and decline of unions; self-organizing non-unions in the labor market; restructuring European welfare states; international labor standards; transitional economies; Chinese labor markets; crime; employee involvement and related “shared capitalism” programs; the effects of immigration and trade on inequality; income distribution and equity in the marketplace; and the job market for scientists and engineers. He is currently directing the NBER / Sloan Science Engineering Workforce Project.
Mr. Jean Furter is the Vice President, Treasurer at Brocade Communications Systems based in San Jose California. He is responsible for managing the Treasury, Tax and Risk Management functions at Brocade, and he is leading and developing the Enterprise Wide Risk Management program for the Company. Prior to Brocade, he was the Vice President, Treasurer at Silicon Graphics in Sunnyvale California and held different Treasury management positions at ABB Asea Brown Boveri and Huhtamaki in Switzerland.
Michelle currently serves as Vice President in the Enterprise Risk Management group at U.S. Bancorp in Minneapolis, MN. In her current role, Michelle is responsible for the Risk and Control Self Assessment and Business Change Risk Assessment programs, overseeing and executing compliance processes for SOX 404, and developing and implementing operational risk management processes as required by Basel II.
Prior to this role, Michelle was a Senior Director with United Health Group (UHG) in Minnetonka, MN. There she led the Office of Ethics and Integrity, overseeing investigations, communications, and training. She also developed and implemented a delegation of authority program for the company. Prior to that, Michelle was part of the Business Risk Management leadership team at UHG, focused on implementing and overseeing a world-class Enterprise Risk Management operating model, and providing direction and creative solutions on strategic and governance projects.
Prior to joining UHG, Michelle was in the banking industry for over 14 years, primarily with U.S. Bancorp. There she held several positions in Retail and Commercial Banking, Regulatory Compliance, and Enterprise Risk Management, where she co-developed and implemented an ERM program for the company. Michelle holds a Master’s degree in Business Administration from the University of Minnesota - Carlson School of Management. She is also a Certified Risk Professional under the BIA’s Center for Certification program.
Kurt E. Karl is a Senior Vice President and head of Swiss Re’s Economic Research and Consulting, North America. As such, Dr. Karl has responsibility for the North American part of Swiss Re’s “sigma” insurance industry research. In addition, he supports Swiss Re’s strategic planning and provides internal consulting on products and economic risks. Finally, he supplies insights and forecasts on the U.S. and global economies to Swiss Re and Conning Asset Management for use in a variety of corporate decisions, including asset management. He is an expert on the U.S. and global economies with extensive experience and knowledge of foreign markets and has lived and worked in Europe, Africa and Asia. Dr. Karl is a contributor to many forecasting surveys, including those of the Wall Street Journal, Blue Chips, Bloomberg and Reuters. He is widely quoted in the financial press and is often a guest on Bloomberg TV and CNBC. Prior to joining Swiss Re, Dr. Karl was chief international economist at WEFA, Inc., an economic forecasting firm located near Philadelphia. He has a B.A. from the University of Oregon, a M.Sc. from the London School of Economics and a Ph.D. from Princeton University.
Barbara Landes is PBS's CFO, Treasurer and Senior Vice President, Corporate Services, responsible for financial, strategic and human capital activities of the organization. Her responsibilities include management of the Finance, Accounting, Treasury, Internal Audit, Human Resources, Facilities, Administration and Strategic Planning departments. She plays a key role in assessing business opportunities, investments, strategic alliances and partnerships. She serves as Treasurer of the PBS Foundation and as a Director and Deputy General Manager of PBSE (PBS’s for-profit subsidiary). She serves on the PBSd Board and on the Audit Committee of The Children’s Network LLC. Prior to PBS, Ms. Landes was Vice President, Business Planning, AOL Broadband and Vice President AOL Brand where she managed the AOL Personal Finance Channel. She also served as EVP and CFO at Averstar; CFO of Watson Wyatt Worldwide (NYSE:WW); CFO and Treasurer, Pinelands, Inc. (NYSE:PL); and CFO and SVP Production and Operations, WWOR-TV. Ms. Landes also held key financial management positions at MCA, NBC and CBS. She received her BA from Washington University, which named her an outstanding alumna in 2006, and her MBA from the Wharton Graduate School of the University of Pennsylvania. She serves on the National Board of Directors of Girls Inc.
Michael joined Wal-Mart Stores, Inc. at their Corporate Office in Bentonville, AR in April 2007 as the Senior Director of Internal Disbursements (Payroll, Payroll Tax, T&E) in the Financial Shared Services division. Five months later, he added External Disbursements (Accounts Payable) to his responsibilities. In September 2008, he was promoted to VP, Finance - Shared Services with overall U.S. responsibility for the Controls, Disbursements, General Accounting, Receipts, and Support Centers of Excellence.
Prior to joining Wal-Mart, Michael spent 20 years in the logistics and transportation industry with United Parcel Service (UPS) in Louisville, KY. His senior leadership positions included VP of Finance & Accounting in their UPS Supply Chain Solutions subsidiary and Assistant Treasurer, Shared Services Controller Coordinator, and Business Unit Controller in their UPS Airlines subsidiary.
Michael graduated from Bellarmine University in Louisville, KY with a BA in Accounting and an MBA. He is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Management Accountant (CMA), and Certified Finance Manager (CFM).
Born in Louisville, Michael is married to Deanna Lockard. They have two children, Matthew Lockard (14) and Savannah Lockard (11). The family resides in Bentonville, AR.
He has served in leadership positions on several professional and civic organizations and has been a frequent speaker regarding general finance and accounting topics.
Roger Marinzoli serves as the Vice President for Corporate Development for Wyndham Worldwide Corporation, an S&P 500 hospitality company that is the world’s largest hotel franchisor, timeshare resort developer and vacation rental property manager. As part of the Treasury Department, Roger’s portfolio includes leading the company’s mergers and acquisitions efforts, as well as assessing strategic initiatives, coordinating the strategic planning process and structuring capital markets financings.
In his prior roles, he served as an investment banking vice president with Lehman Brothers and a venture capital principal for an international investment company capitalized by Lehman Brothers partners. In addition to traditional M&A activities over the past 16 years, his experience includes strategic alliance and partnership formation, joint venture arrangements, private equity funding, asset-backed financing and public securities financing. Geographically, he has executed over $65 billion worth of transactions in most developed and emerging markets, especially in Europe, Latin America, and Asia, involving over 50 deal execution assignments. While his focus is currently on the hospitality, leisure and real estate sector, he also has experience with the telecommunications, biotechnology, scientific instrumentation, power, and financial technology sectors.
Roger is a graduate of Georgetown University with a bachelor’s degree in international relations; he earned a master’s degree in international economics from The Johns Hopkins University; and he holds a Global Business Leadership Certificate from the Wharton Business School. He has spoken and published on topics in international M&A and financing, and has lectured at both Johns Hopkins and Wharton.
Brian McVeigh is the Vice President of Deal Finance and M&A at GlaxoSmithKline Pharmaceuticals. In this role he leads the team that has responsibility for the financial analysis and valuation of all Business Development licensing opportunities and the assessment, negotiation, and integration of all R&D driven M&A activities. He has led the $454 million acquisition of Domantis Ltd., the $55 million acquisition of Praecis Pharmaceuticals Inc., the $720 million acquisition of Sirtris Pharmaceuticals, and the $57 million acquisition of Genelabs Technologies, Inc. Prior to his current role Brian was responsible for a broad range of business development transactions including in-licenses, out-licenses, research collaborations, co-development and co-promotion arrangements, and product acquisitions.
Brian has held a number of positions within the Finance, Marketing, and Business Development organizations throughout his 17 year career with GlaxoSmithKline. He received a Bachelor of Science degree in Accounting and Finance from LaSalle University, an MBA with a Concentration in Finance from Villanova University, a Post MBA Certificate in Pharmaceutical Marketing from Saint Joseph's University, and a CPD from the Wharton Business School. He is a member of the Licensing Executives Society and is both a Certified Public Accountant and a Certified Management Accountant.
Jim McComb is Senior Vice President of Finance at Bank of America, where his responsibilities include analysis of performance variances on the Key Performance Indicators that measure success for the Bank’s consumer direct mortgage business.
Previous to this role, he was Senior Vice President of Strategic Planning at Countrywide Financial, Vice President of Marketing & Strategic Planning at WesCorp, managing director of an Oregon advertising agency, a marketing management executive at several commercial banks, and senior partner in the Denver office of the Centre for Strategic Management, a global management consulting firm.
Jim has consulted extensively on strategy, corporate positioning, value creation, cultural change and competitive advantage. He is an executive coach, a published author, a motivational and keynote speaker, and a former television host and member of the Oregon legislature.
He is the Immediate Past National President of the Association for Strategic Planning and a member of the World Future Society. Jim holds a B.S. in Finance from the Stokely School of Management at the University of Tennessee, a Masters in Public Policy from Harvard University, and graduated with Distinction from the ABA School of Bank Marketing & Management at the University of Colorado.
Mike Mertens is the Corporate Director of Six Sigma for Beckman Coulter Inc. Beckman Coulter is a leading manufacturer of biomedical testing instrument systems, tests and supplies that simplify and automate laboratory processes. Prior to Beckman Coulter, he served in various roles within Honeywell International. His latest role being the Director of Operations for the Business Innovation Center. Mike’s specific responsibilities beyond the overall day-to-day operations include strategic planning, growth development, financial planning, global expansion, and continuous process improvement. Mike’s roles included several roles within Lean Six Sigma including Six Sigma Site Leader, Master Black Belt and Black Belt for the Defense and Space Business where he had leadership roles in the deployment of several Six Sigma programs including Green Belt, Black Belt, Design for Six Sigma (DFSS) and Green Belt for Growth. Prior to that Mike played a leadership role within the Supply Chain and Procurement Quality organizations for where he focused on new supplier selection, supplier development, and maintenance. Mike has been involved in a leadership role on over 50 Lean Six Sigma Projects in several areas including manufacturing, product development, supply chain, program management, logistics, human resources, quality assurance, sales and marketing. He graduated with a BSE from Arizona State University. Mike is also a Certified Master Black Belt and Black Belt, as well as a certified trainer for Black Belt, Green Belt, and DFSS programs.
Eric J. Rucinski serves as Vice President, M&A Strategy & Corporate Development, for The Scotts Miracle-Gro Company. In this role, he directs, coordinates, and supports Scotts’ global mergers and acquisitions, corporate development, and strategic planning activities.
Prior to joining Scotts in August 2004, Mr. Rucinski was in the Treasury M&A group at retailer Limited Brands, where he focused on mergers and acquisitions and capital structure projects. Mr. Rucinski previously worked in the Corporate Strategy & Development group of Borden Capital, a Kohlberg Kravis & Roberts affiliate, where he focused on the corporate development, strategic planning, acquisition and divestiture, and internal consulting activities of the diversified Borden family of companies. Following internships at GE Capital and J.P. Morgan, Mr. Rucinski began his career in investment banking in the Mergers & Acquisitions groups of Citicorp and Salomon Smith Barney (Citigroup).
A graduate of Boston College’s Carroll School of Management with concentrations in finance and economics, Mr. Rucinski was a member of the Honors Program and was valedictorian of his class.
Nick Sargen is the Senior Vice President and Chief Investment Officer of the Western & Southern Financial Group based in Cincinnati, Ohio. He is also the Chief Investment Officer at Fort Washington Investment Advisors, Inc., a wholly owned subsidiary of the Western & Southern Financial Group. In this role, Mr. Sargen is responsible for overseeing the investment activity for all assets under management for Fort Washington and its divisions and subsidiary, which totaled $26.8 billion, as of September 30, 2008.
Prior to joining Fort Washington in June, 2003, Mr. Sargen’s experience encompassed many years as an international economist and global money manager. He previously served as Managing Director for JP Morgan Chase in New York, where he was Chief Investment Strategist for JP Morgan Private Bank. He has also served as Managing Director for Prudential Insurance Company, where he was Chief Investment Officer for Global Fixed Income Advisors. Previously, he was Director, Bond Market Research, for Salomon Brothers. His experience includes positions with Morgan Guaranty Trust, the Federal Reserve Bank of San Francisco, and the U.S. Department of Treasury.
Mr. Sargen was born and raised in the San Francisco Bay area, where he earned a Ph.D. and a M.A. in economics from Stanford University; he received an undergraduate degree in economics at the University of California - Berkeley. Mr. Sargen frequently contributes research articles on global investing to various publications and appears regularly on television business programs. He had been a regular panelist with Louis Rukeyser from 2001 through 2004.
His previous professional roles included serving as the Special Assistant United States Attorney for the Identify Theft Task Force, Assistant General Counsel of the Ball Corporation and Assistant General Counsel and Assistant Secretary of Maytag-Hoover.
Richard Mosher has also served as the Director, Tacoma, WA Chamber of Commerce Entrepreneurial Network and as Chairs for the Association of Corporate Counsel (ACC) Law Department Management Committee, ACC International Legal Affairs Committee and ACC Counsel of Committees, and also as a member of their BOD Selection Committee.
He received his JD from Northwestern University Law School and his B.A. from Augustana College in Rock Island, IL.
Robert is currently Vice-President of Global Operations Finance for Travelport (formerly a division of Cendant). He has been with the company since 2004. In this role, he has had responsibility for a 300 person Finance Shared Service Center in India and is currently working on finance transformation efforts for the company. From 2000-2004 he was with Hewlett-Packard (and predecessor Compaq Computer) in a variety of Corporate Finance roles, culminating in U.S. Controller. At Hewlett-Packard, Robert led the movement of the majority of U.S. transaction processing work to shared service centers in Mexico and India.
Prior to joining Compaq, he held a variety of finance and operations roles at IKON Office Solutions, including the implementation of shared services and the implementation of Oracle Finance.
Robert holds a dual-concentration MBA from Auburn University (Finance and Information Technology) and a BA from Southwestern University in Georgetown, Texas.
Robert J. Warren is vice president, corporate development and finance, at Diebold, reporting to the chief executive officer. Appointed to this position in 2007, Warren is returning to oversee the mergers and acquisitions group, which he previously led from 1985 to 2002.
Warren has held several posts since joining Diebold in 1981 as the assistant corporate controller. In 1986, he was named assistant treasurer and controller of corporate financial services. In 1990, he was named vice president and treasurer, responsible for all treasury operations including cash management, pension administration, investments and currency & interest hedging. He was also responsible for global tax, risk management andglobal customer financing. Warren has extensive experience in international business operations, having worked internationally for more than 25 years, including a successful assignment based in Paris.
Prior to joining Diebold, Warren was assistant corporate controller for American Appraisal Associates, Inc., Milwaukee, Wis. He also held various finance positions with Booz, Allen & Hamilton, Inc. and Royal Globe Insurance Company.
Warren has a bachelor’s degree in industrial management from Purdue University and a master’s in business administration from Kent State University. He also has CPA and CMA certification.
Bob Williamson is a corporate strategist and finance executive with excellent track record in creating and executing programs that drive growth and increase shareowner value. He is Vice President, Finance at McKesson’s Moore Medical business. McKesson is the largest healthcare distributor. Moore Medical is a multi channel direct marketer of medical and surgical supplies to alternate site healthcare providers. At Moore, Bob is currently working on how to optimally deploy its resources across multiple channels and market segments to improve productivity and reinvigorate growth.
Prior to McKesson, Bob led strategy and corporate development efforts for G&K Services, $900 million NASDAQ traded firm. He developed a turnaround strategy that doubled its growth and expanded into new markets. He built a department for strategic planning, corporate development, market research, competitive intelligence, and pricing strategy.
Previously, Bob was Principal of a boutique management consulting firm which provided strategy services for a wide variety of Fortune 500 firms. His clients included GE, Avon, Citigroup and Home Depot.
Bob has a BSBA from the University of Florida and a MBA from Duke’s Fuqua School of Business.
Susan Lemons is an independent consultant providing coaching for executives, teams and individuals on how to initiate or accelerate improved performance. Susan specializes in improving process performance through use of Lean, Six Sigma, Reengineering or technical solutions. Her primary expertise is in management measurement systems and use of balanced dashboards for managing complex business systems.
Susan was one of the design team who initiated Motorola’s Six Sigma program in the 1980’s, she led the executive goal alignment program for Ken Chenault at American Express in the 1990’s and led the global Johnson & Johnson team that developed what became Johnson & Johnson’s Process Excellence program in 1997. She continued to lead the global Process Excellence program to bring billions of savings to Johnson & Johnson. Susan has worked in multiple industries, has traveled globally and has seen the power of process used to drive business improvement for over 30 years.
Susan retired as Corporate Vice President & Chief Quality Officer of SHPS in 2006 and began her own consulting practice.
Chris Ahn is a Partner and Vice President at A.T. Kearney and leader of the firm’s Organization & Transformation practice.
Ms. Ahn has more than 18 years of consulting experience designing and implementing process, organization and technology solutions. Areas of expertise include: BPO, business process design, enterprise-wide cost reduction, transformation and change management, post-merger integration, shared services, F&A, HR, procurement, sales & marketing and customer care..
Ms. Ahn received her MBA from NYU's Stern Graduate School of Management and her B.S. in Finance, Minor Accounting from the University of Illinois (Urbana).
David Brown is an A.T. Kearney Partner with more than 13 years of consulting experience. He has worked with a variety of Fortune 500 global clients, focusing on business transformation --including organization design, merger integration, support services restructuring, SG&A optimization, shared services design/implementation, and business process outsourcing and off-shoring.
Mr. Brown has deep experience in High Technology/Communications and Bio Technology. Additionally, he has spent considerable time in Automotive, Consumer and Energy. His work experience covers these functions from both a mergers and acquisition/divestiture perspective as well as turnaround experience. In addition to Mr. Brown’s front experience, he has supply chain experience ranging across inventory management, supply chain restructuring, channel management and S&OP planning.
Mr. Brown has an MBA from the University of Michigan and a bachelor’s degree in Economics from the University of Arizona.
