Speakers
Keynote Speakers:
Mike joined Intacct as CEO in 2007. He has over 35 years experience in the information technology industry and has been CEO of three Silicon Valley companies and General Manager of four major businesses at IBM.
Most of his experience has been working in businesses based on advanced technology in the early stage of market adoption or helping businesses grow around a new vision. As CEO of Neuron Data, he transformed it into Blaze Software which went public in 2000 and is now part of Fair Issac Corporation. In the mid 1990’s, he led Kaleida Labs, the pioneering multimedia joint venture of Apple and IBM, and most recently co-founded The Interim CEO Network, Silicon Valley’s #1 source for interim leadership. His IBM career spanned 23 years, customers of all sizes, and products as diverse as software, servers of all sizes, PC’s and even typewriters.
Habitually "on the edge" of new trends like on demand application solutions, Mike also was a founder and VP of IBM's Multimedia Division in 1990 and started its Fireworks Partners venture fund in 1992. He formed the Interactive Multimedia Association in 1991 and served as its chairman until merging with the Software Publishers Association in 1996. He helped launch SNA in 1977 and the original IBM PC in 1981. He has also been a guest lecturer in the entrepreneurship programs at Stanford's Graduate School of Business and Santa Clara University.
He currently serves as Chairman of the Board of Callidus Software (NASDAQ: CALD), and is on the board of Captara Corporation, Boardwalktech and TheatreWorks. He has a BA in Psychology from the University of Rochester and also an MBA from its Simon School.
Chris Denove - Vice President and Executive Director, J.D. Powers and Associates
Chris Denove is Vice President and Executive Director of the firm's Voice of the Customer practice. In this capacity, Mr. Denove works with senior executives of some of the nation’s largest corporations helping them integrate customer information and feedback into tactical and strategic planning, and subsequently works with these companies to turn that information into customer advocacy.
Mr. Denove is co-author of the groundbreaking book about J.D. Power and Associates, “SATISFACTION: How Every Great Company Listens to the Voice of the Customer.” He has appeared on numerous television shows including CNN and CNBC, and his unique perspectives are frequently sought out by major publications including The Wall Street Journal and USA Today.
Aaron Harris- VP of Engineering, Intacct
Aaron Harris is responsible for managing the engineering organization at Intacct. Aaron has more than 15 years of high-tech engineering experience in the areas of business applications and software development strategies. For the past five years at Intacct, he has built the world's first software-as-a-service architecture that delivers on-demand financial applications.
Prior to joining Intacct, Aaron was a member of Arthur Andersen's Developers' Coordination Council, where he evangelized emerging development technologies, established best practices and built infrastructure software development tools, focusing on Remote Data Access and XML technologies.
Aaron holds a master of science degree in information systems and a bachelor of science degree in accounting from Brigham Young University.
Brian Jacobs - General Partner, Emergence Capital Partners
Brian is a Founder and General Partner of Emergence with over 18 years of venture capital experience. Prior to founding Emergence, Brian was an early General Partner at St. Paul Venture Capital where he helped grow the firm to one of the 15 largest venture investors in the country leading the firm's Silicon Valley investing activities. His prior experience was at Security Pacific Venture Capital and Raychem Corporation, where he developed and marketed advanced software and electronic components. He also has engineering and new product development experience with RCA, Westinghouse, and Polaroid, and holds several patents. He currently serves on the boards of Visage Mobile, Krugle, Intacct, InsideView, and DVDPlay.
George Jaquette - Vice President, Product Management, Intacct
George joined Intacct in 2007 to lead the direction and definition of Intaccts on-demand business solutions.George brings20 years of management experience and deep knowledge of accounting, sales force automation, and professional services to the Intacct management team.
Prior to joining Intacct,George led product management at Intuit for the core desktop line of QuickBooks, the leading desktop business management application in the United States. He was a key member of Intuits corporate marketing team for two years prior to that role.
Before Intuit,George held executive roles at Real Networks and a variety of companies focused on digital media, manufacturing, and consumer electronics. At Silicon Graphics, he led a team that delivered core sales force automation tools to integrate international field sales offices, and his background includes roles with consulting and manufacturing companies.
George earned an MBAfrom the Sloan School of Management at the Massachusetts Institute of Technology and holds a Bachelor of Science degree in electrical engineering, also from MIT.
Bob Spinner - Managing Director, Sigma Partners
Bob joined Sigma in 2003 as Venture Partner and in 2006 became Managing Director. He brings to the firm two decades of high-technology business operational experience. Throughout his career, Bob has served in various operational capacities, including CEO, worldwide sales, technical sales support, software programming, database design, and private and public fundraising. While at Sigma, Bob has helped a number of the firm’s portfolio companies expand operations, build management teams and increase revenues. Bob’s technology focus areas include enterprise applications software, e-commerce, and software as a service.
Greg Sands - Managing Director, Sutter Hill Ventures
Greg joined Sutter Hill Ventures in 1998 from Netscape Communications. As the company's original product manager, he co-authored the company's original business plan and launched and shipped its initial products. He then created and led the SuiteSpot business unit, growing it from $0 to $150M. He also worked previously at Cisco Systems and at Corporate Decisions (now Mercer Management Consulting). Greg focuses on software, internet services, and advertising, marketing and media technologies and services. Greg serves as a director for AllBusiness.com, ChoiceStream, Merced Systems, Nexxo Financial, QuinStreet, Return Path, and Valista. Greg is a board observer at Feedburner and SeeSaw Networks.
Featured Speakers:
Iris Adayan - Project Manager & Training, Intacct
Iris has over 15 years experience in accounting, customer support and training management. She started her career at UMAX technologies where she was a Call Center and Technical Support Manager. After that, she had the following positions: Dennis Foland, Inc. (2+years) as Call Center Manager. She joined Intacct October 2000 as Customer Service Manager. She developed US call center and International call center. She later developed onsite training programs and web based programs. She has been teaching Intacct courses since January 2001.
She holds a BS, Accounting from San Jose State University.
Scott Bennion - Vice President, Finance
As Vice President of Finance, Scott oversees JasperSoft's finance and administration operations. Scott is a seasoned financial executive with over 15 years of experience supporting high growth domestic and international operations. Prior to joining JasperSoft, Scott served as Vice President of Finance and Chief Financial Officer at Intacct Corporation. Scott has also served in finance management roles at a number of companies in the software and telecoms sectors including Zone Labs, LGC Wireless, Nortel, and Platinum Technology.
Scott holds a BS degree in Accounting and Economics and a Master of Accountancy degree from Weber State University. He is also a Certified Public Accountant.
Mary Jo Beck - Client Educational Consultant, Intacct Lead, Achieve Healthcare Technologies
Mary Jo Beck joined Achieve in 2005 to serve as a senior financial education consultant and Intacct lead. In that role, Mary Jo is responsible for consulting with new and existing clients on their business practices and managing them within the scope of our software.
Mary Jo has over 21 years of long-term care experience. Prior to coming to Achieve, Mary Jo spent 10 years as a business office manager and 9 years as an assistant CFO. In these roles, she was responsible for Accounts Payable, Payroll, Cash Management and 125 Benefits.
Mary Jo is currently working toward her Business Management degree at Minnesota School of Business.
Richard E Beil - Founder, Accounting Outsource, Inc.
Richard is a graduate of Youngstown State University with a dual major in Accounting and Economics. While in college, he worked as a Staff Accountant at one of the nation’s largest Burger King franchisees. His experience with that job—where the accounting department was busy and useful for about 2.5 weeks out of the month—led him to think about an accounting environment that could serve hundreds of companies like Burger King while sharing the technology and staff burden across all companies.
He spent two years at Ernst & Young and another year or so in business before pursuing his vision, taking the plunge and beginning his own practice in 1994, consulting at numerous levels from Internal Audit, Accounting, Finance, Banking, and Software.
Paul Benedetto - CFO & Treasurer, Passage Events
Paul Benedetto is the Chief Financial Officer for Passage Events, a pioneering experiential marketing firm with offices and operations throughout the United States and Canada. Prior to joining Passage Events in 2001, Paul has held a number of senior accounting positions in both private and non-profit, services-based enterprises and started his career in public accounting with the big 4 firm, Coopers & Lybrand.
Paul and Passage Events have been early adopters of Intacct, having started use of the system back in 2002. Since that time, Intacct has been an integral factor in providing scalability to a business that has seen growth of nearly 400% over the past 5 years, to approximately $30 million in revenues.
Paul Camissa - Managing Partner and Co-Founder, InnoVergent, LLC
InnoVergent's co-founder, Paul, has more than 25 years of finance, technology and business operations experience. He has managed and supported multinational enterprises and small to medium sized organizations in business and systems strategy, systems design and implementation, financial and operations management and business process improvement.
Gregory Ekker - Project Manager, Intacct
Gregory Ekker has 12+ years experience in project management, accounting, strategic consulting, and software development. Greg started his career at Accenture (aka Andersen Consulting) where he was a consultant for two years. Greg has also worked at PricewaterhouseCoopers (aka Price Waterhouse) for five years as well as Infosys, Dimension Data, and Verticalnet developing and implementing complex accounting and other software solutions for Fortune 500 customers. Greg joined Intacct in September of 2006 and began teaching Intacct courses in October.
Greg has a BA degree in Economics from The University of Michigan, Ann Arbor, Michigan.
Jon Fuller - Controller, Tomax Corporation
Jon started on Intacct on-demand financial system last July; and is very happy to be a subscriber of this intelligent system. He has over 5 years of accounting experience. Jon lives in Sandy City Utah, and is currently working as Controller for Tomax, a retail software company; where he works closely with the executive team and all of the project managers. Jon also assists, consults and trains management and accounting staff for a few small businesses. He holds a BS in Accounting from the University of Utah and an MBA from the Minnesota School of Business.
Brandon Groussman - Client Education Consultant-Financial, Achieve Healthcare Technologies
Brandon Groussman joined Achieve Healthcare Technologies in 2005 to serve as a financial education consultant. In that role, Brandon is responsible for consulting new and existing clients on their financial practices and how to manage those practices using Achieve software. Brandon is knowledgeable in Achieve PathLinks financial applications, PathLinks AP/GL applications, and cross- trained in Intacct.
Brandon has over 9 years of training & management experience. He received his Project Management certificate from Bellevue University and is currently working towards his degree in Business and Computer Management.
Donald W. Haney - CPA, President Haney Accountants Inc
In addition to his CPA designation, Donald earned his MBA from the University of California at Berkeley and his MS (Tax) from Golden Gate University.
Prior to founding the firm thirty years ago he developed his skills as a Senior Accountant and Management Consultant in National CPA firms, a Senior Vice President and Chief Financial Officer of a National Bank, and Vice President of Administration for a large printing corporation.
His firm provides a "virtual controllership" service to California Homeowners Associations using the Intacct General Ledger and Accounts Payable Software as a Service Solution combined with its proprietary SaaS Assessment Collection system.
He holds a BS, Accounting from the University of Rhode Island and a MS, Accounting from Saint Peter’s College.
Doug Harr - CIO, Ingres Corporation
Doug serves as Ingres’s Chief Information Officer. During his career, Doug has focused on building Information Technology and Professional Service organizations that design, deliver, and support business solutions involving multiple technologies, applications, and industries. Prior to joining Ingres, Doug acted as CIO at Portal Software. Doug has also worked at various companies as a programmer, IT Manager, Director, and Vice President with increasing responsibilities for managing internal IT. For half of his career, he held the position of Sr. Vice President of Professional Services at Core Technology Group, Inc., a provider of services to deploy packaged and custom business applications to a wide variety of clients.
Doug holds a B.S. in Business Administration with a Computer Science (MIS) minor from California Polytechnic State University, San Luis Obispo. He is a member of the Consortium for Information System Executives (CISE), and is guest lecturer for the MBA program at San Francisco State University.
Robert Hull - Co-Founder, CFO & VP Professional Services and Support, Adaptive Planning
Rob is a talented executive with deep financial management expertise and a solid track record of building market-leading businesses and high performing teams
Prior to co-founding Adaptive Planning, Rob served as CEO of ChemTracker and as CFO for a number of technology companies, including MailFrontier, LoopNet, and Risk Management Solutions. Rob has significant experience in both leading corporate planning and reporting as CFO, and in contributing to the planning process as an operational manager. This background has provided him with a strong understanding of the keys to improving financial processes throughout a company. Rob also has experience with numerous business models, and is skilled at helping companies incorporate challenging revenue recognition scenarios into their plans. Prior to his financial management roles, Rob was a consultant for Booz, Allen & Hamilton.
Rob has a BA in Economics from Stanford University.
Michael Levinson - Senior Product Manager, oDesk
Michael Levinson is Senior Product Manager for management and payment tools at oDesk, where he leads product and business efforts around project management and collaboration, billing & payment, financial reporting and analytics. Prior to oDesk he was interim VP of Operations and Finance for Bottlenotes, an online wine startup. Before moving to the world of startups, he spent five years as a management consultant, starting his career at R.B. Webber & The Entrepreneurs Funds in Silicon Valley, where he advised technology companies on strategy, financing and M&A.
Michael is a graduate of Yale University.
Jim Metzger - VP of Finance & Administration, TMForum
Jim is the CFO and VP of Finance & Administration of TMForum, a global standards organization serving the OSS/BSS sectors of the telecommunications industry, headquartered in Morristown, NJ. Jim joined the company in 2003 as the Director of Finance & Accounting. He currently has overall management responsibility for finance, human resources, legal, information technology, risk management, real estate and administrative services.
Prior to joining the TMForum he served in various financial positions with the Big 4 accounting firm Ernst & Young, as well as the IT consulting firm Cap Gemini. He began his career with the accounts payable auditing & recovery firm RECAP Inc.
Jim earned a B.S. in Mathematics and History Education from Baldwin-Wallace College in Berea, OH. He holds a Professional Certificate in Accounting from New York University. He also holds an MBA in international business and finance that was jointly conferred by NYU-Stern, London School of Economics, and HEC School of Management in Paris.
Bob Moul - President and CEO, Boomi
Bob Moul is President and CEO of Boomi, the emerging industry leader in on demand integration. Bob first joined Boomi in late 2005 as an advisor and member of the board of directors and has led the company’s strategic shift into the SaaS integration market. Boomi was a recent finalist in the Techcrunch20 competition to find 20 of the hottest start-ups from around the world.
Prior to joining Boomi, Bob was president of the global education software business at SCT (now SunGard Higher Education) and group president at MAXIMUS. Bob began his career with EDS initially as an engineer and culminating in senior management positions including director of EDS’ operations in Hong Kong and China, and executive director of its federal government business in Australia. His 26-year career has spanned all aspects of IT services, software and consulting in executive leadership, technical management and engineering roles.
Bob graduated from the University of Maryland, University College, with a Master of Science degree in technology management. He also completed executive programs at the University of Michigan Business School and the Center for Organizational Learning at MIT. He serves on the advisory boards of a number of start-up companies including Rave Wireless, Intelliworks, and Provost Systems.
Karen Northup - CEO/Founder, Corefino, Inc.
Corefino offers a complete outsourced finance and accounting solution addressing a mission critical need for and small and medium enterprises cost effective, GAAP compliant financial information throughout a company's lifecycle. The Corefino solution uniquely integrates business process automation, information technology expertise and analytical capabilities, together with operational insight to deliver a turnkey, SARBOX ready, accounting department.
Karen founded Corefino (Sunnyvale, CA) after holding CFO positions with Scout Media, Telesuite, Rivals.com and Telocity. Karen currently holds board seats at Children's Hospice and Pallative Care Coalition and Earth Class Mail, Inc. She is a Certified Public Accountant (inactive) and Certified Management Accountant.
Jim Palmer - Sr. Implementation Project Manager
Jim Palmer joined Achieve Healthcare Technologies in 2006 to serve as a senior implementation project manager. In that role, Jim is responsible for successfully managing the timeline and budget of Achieve and Intacct product deployments for single and multi-facility long-term care clients and prospects. With over 25 years of project management and consulting experience, Jim brings a wealth of knowledge to Achieve.
Jim earned his Bachelor of Science and MBA from the University of Minnesota. He also holds an IT PMP Certification with PMI (Project Management Institute).
Under his leadership, OpenAir has been named one of the Fastest Growing Private Companies in New England in both 2006 and 2007, a Deloitte & Touche Fast 500 Company, a Finalist in the 2005 Software and Information Industry Association CODiE award competition and a Top 25 Global Service Provider by ASP News.
Morris was previously an attorney for the U.S. Department of Justice in Washington, D.C. and spent a year fighting narco-terrorism at the U.S. Embassy in Bogotá, Columbia. Before that, he was a Federal Prosecutor in New York City, an attorney at Wachtell Lipton and a banker at Lazard.
A graduate of Harvard Law School and Yale, Morris is co-Chairman of the Board of the Software Division of the Software and Information Industry Association and on the Board of the Washington Office on Latin America, a leading advocacy organization for human rights and social justice in Latin America. He is a frequent speaker and has been featured in the Boss column of the The New York Times, Forbes and Fast Company.
Michael Robb - Manager, XBS Global
Michael manages XBS Global. He has 20 plus years of experience in outsourcing services and information technology. He started his career at IBM Corporation selling everything from mainframes to PCs, software to services. In addition to a strong foundation in computer hardware and infrastructure, he has gained additional experience and perspectives working for a software publisher, a software manufacturer, a public firm and industry leader in digital replication, an internet startup, a regional IT consulting firm specializing in eBusiness, and most recently, an industry leader in providing outsourced network, storage, and hosting services. Many of these positions revolved around leveraging leading edge technology to provide outsourced business services.
Michael has a Bachelor of Science Degree in Management from the University of Minnesota.
Joseph Sangiuolo - Project Manager, Intacct
Joe has 15+ years experience in accounting and project management. He started his career at JD Edwards where he held the positions Sr Consultant, Project Leader, and Project Manager. He joined Intacct in September 2006 and began teaching Intacct courses in financial management, supply chain management, and professional services automation.
He has a BS degree in Finance from Providence College in Rhode Island and an MBA from Iona College in New York.
Matthew Silver - Director of Human Resources / Operations
Matthew Silver joined Presidio Hotel Group in February 2004. He brings with him 13 years of experience in the hospitality industry. Matthew is responsible for overseeing Human Resource and Operations functions of the company. This crucial position involves many facets, including risk management, benefit administration, employee relations, and compliance with employment law. In addition, Matt assists in operations oversight at Presidio's California hotels. Before joining Presidio Hotel Group, Matt worked in hotels in the San Francisco Bay area and in Sacramento. He began in Front Office operations, migrated to Revenue & Reservations management, and spent two years in accounting as an Income Auditor. In 2002, Matt began a 2-year Certificate program in Human Resource Management and Development through the University of California, Davis Extension program. He received his Certificate in 2004. Matt is a graduate of UC Davis with a Bachelor’s degree in Sociology and a minor in Psychology. He was born and raised in Fremont, California, and currently resides in Sacramento with his wife Jennie.
Clark Willey - Vice President of Product Development, RealPage
Clark Willey is the Vice President of Product Development at RealPage, responsible for OneSite Accounting, Purchasing and Facilities. Prior to joining RealPage, Clark was the Director of Technology for Thomson Tax and Accounting where he led the development teams responsible for building the first Internet based tax applications. Clark has 25 years experience in the software industry developing financial applications for real estate companies and Big 3 accounting firms.
Clark graduated with a Bachelor of Business Administration in Accounting from North Texas State University.
Melody Williams - CPA, Project Manager, Intacct
Melody has 20+ years experience in accounting, consulting and project management. After beginning her career in Public Accounting, Melody spent 8 years as an Audit Director at VHA, Inc. For the last 11 years, Melody has enjoyed a career in accounting software professional services working with Epicor (2+years), Sage (2+years) and SOFTRAX (6+ years) before joining Intacct in July 2007. Melody began teaching Intacct courses in August.
In addition to holding a Texas CPA Certificate, Melody earned a BBA from The University of Texas, Austin Texas.
Bic Wood - Director of Technology and Business Development, Wood, Johnson, Heath, P.C.
For 30 years Bic Wood served entrepreneurial and tech companies in positions ranging from design engineer, manager, to CEO. His responsibilities included product development, marketing, manufacturing, strategic planning, and fund raising for operations in the U.S., Japan, and China.
Currently, Bic is involved in bringing a different viewpoint and approach to a CPA firm in Austin, Texas. At Wood, Johnson, Heath, P.C., he focuses on driving growth through new technology, expanded services, and enhanced marketing programs. The goal is to build beyond the traditional CPA compliance service approach to a position as the client’s higher valued knowledge partner.