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CFO Panel:
Moderator – Mary Driscoll, Senior Research Fellow, APQC
• Mary Driscoll is an author, editor, and lecturer with
expertise in corporate finance, capital markets, and
business management.
• She serves as senior research fellow at APQC, a
benchmarking and best-practices research
organization. Mary leads the financial management
research initiative.
• Previously, Ms. Driscoll spent a decade as president
of CFO Research, the research services arm of CFO
magazine.
• Ms. Driscoll has written several business
books, including the professional reference guide
Cash Management: Corporate Strategies for Profit
(John Wiley & Sons).
• She has won journalism awards for corporate
finance, treasury operations, and personal financial
planning topics.
2

© 2014 Proformative
CFO Panel: Building the Right Compass - Managing the Ever
Changing Landscape of Finance and Broader Corporate Technology

MODERATOR:

Mary Driscoll
Senior Research
Fellow, APQC

3

© 2014 Proformative

Jack Judd

CFO
Proto Labs, Inc

Janet Pirus
Former CFO
Papa Murphy’s

Mike Rasic
CFO
Zest Finance

Kim Wallin
Controller
State of Nevada
Thank You For
Attending Today’s CFO
Panel!
Now onto our Awards Presentation

© 2014 Proformative
2014
ProformaTECH
Awards for
Excellence
ProformaTECH Awards for Excellence

• Why Have Awards?
• To Celebrate!

6

© 2014 Proformative
Pioneering Finance Technology Leader of the Year

Ginger Bleess

FP&A Manager, Arron’s Inc.
“Great example of a company adopting
an integrated approach to planning its
business and developing a budget using
rapid cycles, focusing on business
outcomes and enabling self-service to
enable FP&A to focus on analysis and
planning.”
7

© 2014 Proformative
Most Effective Adoption of Technology
by a Finance Organization

Jennifer Moline

Sr. Accountant – Internal
Reporting, Windstream Corporation
“Company replaced an overly
complex, poor performing financial
performance management system with
one that has a more elegant structure
allowing it to deliver more useful
information to users faster.”
8

© 2014 Proformative
CFO Technology Leader of the Year

Tom Walker

CFO, Tableau Software
“CFO acted as a catalyst for the adoption
of an easy to use technology that enables
more effective performance management
to drive deeper insight and better results.”

9

© 2014 Proformative
Here to Present the MacBook Air:

And the Winner is….
© 2014 Proformative
Thank You to All of Our Great Speakers!

Thank you!
11

© 2014 Proformative
Thank You Sponsors!

12
Thank You for Joining Us!

• It was fun and educational
• We appreciate your time
• We look forward to seeing you at
www.proformative.com

13

© 2014 Proformative
Please Join Us for Cocktails and
Networking In the Exhibit Hall!

Now I am Closing
PROFORMATECH
2014!
Thank You Sponsors!

15

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Building the Right Compass - Managing the Ever Changing Landscape of Finance and Broader Corporate Technology

  • 2. Moderator – Mary Driscoll, Senior Research Fellow, APQC • Mary Driscoll is an author, editor, and lecturer with expertise in corporate finance, capital markets, and business management. • She serves as senior research fellow at APQC, a benchmarking and best-practices research organization. Mary leads the financial management research initiative. • Previously, Ms. Driscoll spent a decade as president of CFO Research, the research services arm of CFO magazine. • Ms. Driscoll has written several business books, including the professional reference guide Cash Management: Corporate Strategies for Profit (John Wiley & Sons). • She has won journalism awards for corporate finance, treasury operations, and personal financial planning topics. 2 © 2014 Proformative
  • 3. CFO Panel: Building the Right Compass - Managing the Ever Changing Landscape of Finance and Broader Corporate Technology MODERATOR: Mary Driscoll Senior Research Fellow, APQC 3 © 2014 Proformative Jack Judd CFO Proto Labs, Inc Janet Pirus Former CFO Papa Murphy’s Mike Rasic CFO Zest Finance Kim Wallin Controller State of Nevada
  • 4. Thank You For Attending Today’s CFO Panel! Now onto our Awards Presentation © 2014 Proformative
  • 6. ProformaTECH Awards for Excellence • Why Have Awards? • To Celebrate! 6 © 2014 Proformative
  • 7. Pioneering Finance Technology Leader of the Year Ginger Bleess FP&A Manager, Arron’s Inc. “Great example of a company adopting an integrated approach to planning its business and developing a budget using rapid cycles, focusing on business outcomes and enabling self-service to enable FP&A to focus on analysis and planning.” 7 © 2014 Proformative
  • 8. Most Effective Adoption of Technology by a Finance Organization Jennifer Moline Sr. Accountant – Internal Reporting, Windstream Corporation “Company replaced an overly complex, poor performing financial performance management system with one that has a more elegant structure allowing it to deliver more useful information to users faster.” 8 © 2014 Proformative
  • 9. CFO Technology Leader of the Year Tom Walker CFO, Tableau Software “CFO acted as a catalyst for the adoption of an easy to use technology that enables more effective performance management to drive deeper insight and better results.” 9 © 2014 Proformative
  • 10. Here to Present the MacBook Air: And the Winner is…. © 2014 Proformative
  • 11. Thank You to All of Our Great Speakers! Thank you! 11 © 2014 Proformative
  • 13. Thank You for Joining Us! • It was fun and educational • We appreciate your time • We look forward to seeing you at www.proformative.com 13 © 2014 Proformative
  • 14. Please Join Us for Cocktails and Networking In the Exhibit Hall! Now I am Closing PROFORMATECH 2014!