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THE 16TH ANNUAL MIT SLOAN CFO SUMMITWELCOME8:15 AM – 8:30 AMGRAND BALLROOMHAL GREGERSENExecutive Director, MIT Leadership Center andauthor of Questions are the AnswerOPENING R EM A R K SJeremy Seidman is a Managing Director at UBS Financial Services, andjoined UBS in 2015 after 10 years at Credit Suisse Private Bank, where healso served on Credit Suisse’s Advisory Council, a 14-person leadershipteam in the Private Bank.JEREMY SEIDMANChair, MIT Sloan CFO Summit6(MBA '03)Mr. Seidman graduated cum laude from the University of Pennsylvania,and holds an MBA from the MIT Sloan School of Management with afocus in Financial Management. In 2003, Mr. Seidman founded the MITSloan CFO Summit (www.mitcfo.com), the premier forum for corporatefinance executives, and continues to serve as chairperson. Mr. Seidmanis frequently contacted by members of the media for his insights intobusiness and strategic issues facing the CFO, and has been quotedby Bloomberg, Wall Street Journal, and Boston Business Journal. Mr.Seidman currently serves on the advisory boards for Coaching4Change,and MIT Sloan Boston Alumni Association. Mr. Seidman, his wife, son, anddaughter live in Wellesley, and enjoy skiing as often as possible at LoonMountain in NH.Every company wants to be the next Amazon or Apple,the firm with a permanent spot in the news for itscutting-edge products and a name synonymous withinnovation. But it takes a special set of qualities to getthere, and Hal Gregersen has dedicated his career tofinding out what kind of skills, corporate culture andset of practices produce innovative powerhouses.As executive director of the MIT Leadership Center,and Senior Lecturer in Leadership and Innovation atMIT’s Sloan School of Management, he has createda methodology by which corporate leaders can raisetheir companies’ levels of creative inquiry, unleash thepotential of their employees, and make a meaningfulimpact on their industries and on the world.The crux of Mr. Gregersen’s argument, spelled out inhis forthcoming book Questions Are the Answer: ABreakthrough Approach to Your Most Vexing Problems atWork and in Life (Harper Collins, November 2018), is whilebusiness leaders and employees alike are programmedto look for answers, the real catalyst for innovativechange is questioning. The most successful companiesare those that facilitate brainstorming and thinkingoutside the box.Mr. Gregersen has also co-authored, with ClayChristensen and Jeff Dyer, The Innovator’s DNA:Mastering the Five Skills of Disruptive Innovators(Harvard Business Review Press, 2011), a guide tocultivating the personal skills embodied by the mostsuccessful CEOs and entrepreneurs. Having deeplyresearched and interviewed ground-breaking leadersBETTERDECISIONSTHROUGH BOLDERQ U E STIO N S8:30 AM – 9:00 AMGRAND BALLROOMW ELCOME TO MIT SLOA Nlike Amazon’s Jeff Bezos and P&G’s A.G. Laffey,Gregersen draws on personal experience and rigorousresearch and analysis to successfully advise the world’slargest corporations.Ranked one of the world’s 25 most influentialmanagement thinkers by Thinkers50 and winner of the2017 Distinguished Achievement Award for leadership,Mr. Gregersen regularly delivers inspirational keynotespeeches, motivational executive seminars andtransformational coaching experiences. Along withten books, Gregersen is the author of more than 50articles, book chapters, and cases on leading innovationand change (with more than 10,000 citations by otherscholars). His research has been highlighted in globalmedia such as BBC, CNN, The Economist, Fast Company,Financial Times, Forbes, Fortune, The New York Times,and The Wall Street Journal.His tenure at MIT is the culmination of an illustriousacademic journey that has included teaching postsat INSEAD, London Business School, Dartmouth’sCFOS ARE CONSTANTLY PROBLEM-SOLVING. Theyare expected to have the answers and make informeddecisions about complex problems. But by rushingto answers and solutions, they miss opportunities toinnovate in bigger and bolder ways. Join Hal Gregersen ashe explores how senior financial executives can unlockbetter answers to their most vexing problems—and revealbreakthrough insights—by asking better questions.Tuck School of Business, Brigham Young University,and a Fulbright Fellowship in Finland. Prior to hisacademic career, he was an advisory board memberat Pharmascience, a Montreal-based pharmaceuticalcompany, and he remains a senior fellow at the globalinnovation consulting firm Innosight.7

9:00 AM – 9:30 AMGRAND BALLROOMMOR N ING F IR ESIDE CH ATB O L D F O N T:F I R E S I D E C H ATWITH ADOBE'SJOHNMURPHYMIT’S HAL GREGERSEN AND ADOBE’S JOHN MURPHY will discuss the company’s transformation from anarrow-focused product to a cloud-enabled subscriptionservice. Hear how Mr. Murphy has embraced technology—deploying artificial intelligence and robotic processautomation within the Finance function.Executive Vice President and Chief Financial Officer,AdobeWith his appointment to Executive Vice President andChief Financial Officer in April 2018, John Murphy isputting his more than 25 years of finance experience towork leading Adobe’s worldwide Finance and Operationsteam and driving continued business momentum.Previously serving as Adobe’s Chief Accounting Officer(CAO) and Corporate Controller, Mr. Murphy hasquickly built a reputation as a champion for growth andinnovation by leading initiatives to help the companyscale the organization and re-imagine its processesusing cutting-edge technologies.Prior to joining Adobe in 2017, Mr. Murphy was CAO andGlobal Controller at Qualcomm, where he manageda global team leading core financial functions for thecompany. Previously he spent 10 years at DIRECTV,ultimately leaving the company as senior vice presidentand chief accounting officer and controller. Mr. Murphyalso held senior financial positions at Experian andNestlé and began his professional career at PWC.He has an MBA from the University of SouthernCalifornia’s Marshall School of Business and a BS inAccounting from Fordham University and is a licensedCPA (inactive).HAL GREGERSENExecutive Director, MIT LeadershipCenter and author of Questions arethe Answer8JOHN MURPHY

9:30 AM – 10:00 AMGRAND BALLROOMMOR NING K EY NOT EJT MCCORMICKPresident & CEO, Scribe MediaE V ERYO N EH A S A ST O RYJT MCCORMICK IS THE AUTHOR of I GotThere: How I Overcame Racism, Poverty andAbuse to Achieve the American Dream. Mr.McCormick will share the powerful lessons andbold decisions that lead him from the pooresthousing projects of Dayton, Ohio to success inboth business and investing.JT McCormick is currently the President and CEO ofScribe Media, a publishing company that’s created anentirely new way for you to write a book. The companyhas worked with more than 900 authors and wasrecently ranked in their category as the #2 best companyto work for in Austin.Previously he was the President of Headspring Software,and helped grow it to a multi-million dollar 100 personcompany which was repeatedly ranked as one the bestplaces to work in all of Texas.Mr. McCormick is the author of I Got There: How IOvercame Racism, Poverty, and Abuse to Achievethe American Dream. His book tells the story of howhe worked his way out of poverty, starting his careercleaning toilets and eventually becoming the Presidentof multiple companies.Over the past five years, he has mentored at-risk youthin the juvenile justice system as well as youth withinlow economic communities. He has also coordinatedBackpack Drives for numerous elementary schoolsin low economic communities, providing over 3,000backpacks filled with school supplies for students.Mr. McCormick’s work has been featured on CNBC,Entrepreneur, Forbes, Inc and many others. He livesin Austin, Texas, with his wife, Megan, and their threechildren Ava, Jaxon and Elle.10

10:30 AM – 11:30 AMGRAND BALLROOMS T R AT E G YBEYONDTHE HOCKEYST IC KWE HAVE ALL SEEN strategic plans with“hockey stick” revenue projections. How does aCFO determine which financial projections arecredible, and then take the bold action to helpthese plans turn to reality (or redeploy resourcesas needed to more productive initiatives)? An elitegroup of CFOs will discuss how financial leadersbalance risk and rewards in a way that results insustainable long-term growth.12M O D E RATO RT R ACK 1 PROCESSDIANE BASILEJ U STIN C RO T T YROBERT GIBNEYKENNETH GOLDMANWERNER REHMChief Financial Officer, CFA InstituteChief Financial Officer, AnaquaCFO, Monster.comSenior Vice President and Chief Financial Officer,Everbridge, Inc.Partner, McKinseyAs Chief Financial Officer and Managing Director,Diane Basile leads the treasury, business planningand analysis, and finance and operations teams. Sheis responsible for the financial leadership of CFAInstitute and contributing to the organization’s strategicevolution and global expansion. During her more than20 years of experience in finance, Ms. Basile servedas senior vice president, chief financial officer, andtreasurer for American Science & Engineering, Inc.,and chief financial officer for Intronis, Inc., as well asvice president of finance in Nuance Communications’Healthcare Division.As the Chief Financial Officer for Anaqua, Justin Crottyoversees global finance and accounting, as well asM&A strategy and functional areas including humanresources, legal, sales operation and cloud hosting.Mr. Crotty joined Anaqua in 2016 from Oliver Wymanwhere he was a partner advising private equity andstrategic clients on growth and M&A initiatives involvingsoftware, information and services businesses. Priorto his leadership roles in strategy consulting, he workedin private equity, investment banking, corporatedevelopment and technology consulting, and hasexperience working in the US, Europe and Asia. He holdsa bachelor’s degree with honors from Brown Universityand an MBA from the Kellogg School of Management atNorthwestern University where he was a Citigroup Scholar.As Chief Financial Officer for Monster, Robert Gibneydrives the global financial strategy for the business,including acquisition programs, capital allocation, andoperational KPIs. He is passionate abut leading businesstransformation to drive long-term growth, and is focusedon steering the company financially in order to bringgreater value to customers and candidates.Ken Goldman brings over 35 years of experience buildingfinance and technology organizations to his role asSenior Vice President and Chief Financial Officer atEverbridge. A former recipient of Boston BusinessJournal’s “CFO of the Year” award, Mr. Goldman’sfinancial and operational leadership experiencesupports Everbridge’s accelerated growth.Werner Rehm is a corporate finance expert partnerin McKinsey’s New Jersey office. He is one of the leadersof the Strategy Analytics Center, guiding McKinsey’scenter of competence for financial and capital marketsanalysis, M&A, and valuation. Mr. Rehm also leadsMcKinsey’s work in investor relations and investorcommunications.Mr. Gibney came to Monster in May 2017, intrigued bythe opportunity to join a respected brand in an industrythat is experiencing significant transformation. Beforejoining Monster, he served as Chief Financial Officerfor various divisions of Thomson Reuters, most notablyThomson Reuters Tax & Accounting, which wasexperiencing a similar shift in its industry. The strategywas to create a software, service and content solutionbusiness to meet the needs of Tax and Accountingprofessionals. The business tripled in size andprofitability, while ROI reached the high teens, duringhis tenure. He credits a former boss and colleagues forhelping him develop a leadership style that is fact basedand transparent, while consistently demanding resultsand leading with compassion.Mr. Goldman’s career spans extensive expertisein finance, administration, corporate strategy andoperations, including leadership roles with three publiccompanies including successful IPO and secondarycapital raise experience. Prior to Everbridge, Mr.Goldman served as Executive Vice President and CFOat Fiksu, a Boston-based provider of mobile applicationmarketing products. He was also EVP and CFO BlackDuck Software, and prior to that, served as SVP & CFOand Member of the Board of Directors for Salary.com.He advises teams and clients on in-depth financialanalyses, corporate and business unit valuation, M&A,capital structure, dividend policy, investor relations, andCapital Market Diagnostics in order to identify, value,and prioritize corporate strategies. Mr. Rehm worksacross all sectors and has deep experience in the hightech, industrial, transportation, and pharma areas.In addition, she has held finance positions at FidelityInvestments, Merrill Lynch & Co., PerkinElmer, andDigital Equipment. She is a member of the BostonSecurity Analysts Society. Ms. Basile holds a master’sdegree in finance from Boston College and a BS degreein economics from The Wharton School of the Universityof Pennsylvania. She earned the CFA charter in 2007.Mr. Gibney is a CPA and has an MBA from the Universityof Connecticut. He also holds a degree in internationalfinance from the University of Connecticut.Before Salary.com, Mr. Goldman held CFO and executivepositions for Lodestar Corporation, Student Advantage,MediaMap, Shoplink.com, Liberty Mutual and Goldweitz& Company, Inc. A CPA, Mr. Goldman began his financialcareer at KPMG. He is a graduate of the SyracuseUniversity Martin J. Whitman School of Management.Beyond his direct client work, Mr. Rehm is a leader formany of McKinsey’s corporate finance trainings. He haswritten extensively on value creation, investor relations,and M&A. He is a member of the editorial board forMcKinsey on Finance, the firm’s quarterly publicationon corporate finance topics, and occasionally hosts theMcKinsey on Finance podcast.Mr. Rehm was born and raised in Germany and has workedin multiple McKinsey offices since joining the firm in1995, including Berlin, Frankfurt, Boston, and New York.13

10:30 AM – 11:30 AMSALONS FGHWHEN BOLDMEANS SELLWE OFTEN THINK OF LEADERSHIP whenundertaking a bold move in acquiring anothercompany via an M&A transaction. But,sometimes the most audacious move is one thatcalls for selling a business early in its life cycle, orshedding a long-held service to focus on anotherpart of the business. This panel of experts willdiscuss how their companies have successfullynavigated current economic trends to execute abold exit for their organizations.14M O D E RATO RT R ACK 2 PEOPLETHOMAS BLESSOLANG LEONARDCHRIS MENARDC H RIST O P H E R M O N T G O M E RYAMY O'KEEFEChief Financial Officer, Penn Foster Education GroupChief Financial Officer, LevelUpChief Financial Officer, BlueSnapManaging Director, Head of Software, Americas, UBSPartner, Private Equity & Investment Funds Practice,Nixon Peabody LLPTom Blesso is the Chief Financial Officer of PennFoster Education Group, a digital learning and talentdevelopment solutions company. He has a proven trackrecord executing profitable growth strategies andhe has 15 years of progressive financial managementexperience in a variety of industries including educationservices, software, and consumer goods. Prior to joiningPenn Foster, Mr. Blesso was the Director of Finance forThe Princeton Review. He received an MBA from the MITSloan School of Management.Lang Leonard has been Chief Financial Officer atLevelUp since 2014. LevelUp is a mobile ordering andmobile payments platform which connects restaurantsand guests with a customer experience that blendsanalytics, loyalty, and rewards. Mr. Leonard is anexperienced finance leader for early stage softwareand service companies with a particular focus oninternational expansion including structure, funding,and legal. He also has extensive experience withacquisitions, reorganizations and strategic alliances.Chris Menard, Chief Financial Officer, brings 20 yearsof corporate finance and business administrationleadership experience to BlueSnap. In his role withBlueSnap, Mr. Menard oversees the finance and legalteams. With a long and successful track record ofgrowing organizations, he is positioned to guide BlueSnapin its next phase as a payments solutions leader.Chris Montgomery joined UBS in 2016 and leads theUBS Americas Software practice. Previously he was aSenior Vice President with Jefferies, and prior to thatwas responsible for supply and demand management forserver and workstation processors for Intel Corporation.Amy O’Keefe is a partner in Nixon Peabody’s PrivateEquity and Investment Funds group. She worksextensively in the M&A space, representing both publicand private strategic buyers as well as financial buyersand sellers of privately held businesses. In the PE space,she also advises investors and funds in connection withportfolio investments, portfolio companies completingexit transactions and emerging companies seekingcapital from investment funds and angel investors.Ms. O’Keefe received her law degree from AmericanUniversity, Washington College of Law.MBA '09Mr. Leonard holds a BA in economics (cum laude) fromColgate College, and a JD from Boston University Schoolof Law, as well as an MBA (with honors) in finance fromBoston University’s Questrom School of Business.Mr. Menard comes from Cayan LLC where he wasresponsible for overseeing the organization’s financeand accounting functions, in addition to humanresources and corporate development. Prior to histime at Cayan, Mr. Menard has held multiple executivelevel financial positions for some of Boston’s mostprominent technology companies, where he served asExecutive Vice President and Chief Financial Officer forboth Bit9 and Brightcove. Mr. Menard also held multiplesenior level administrative positions at Phase Forward,including Chief Financial Officer.Mr. Montgomery has more than 11 years of experienceas an investment banker in the Enterprise Software andbroader Technology sectors. He has advised a broadrange of clients across application, infrastructure andcommunications software on strategic advisory andcapital markets transactions.Mr. Montgomery earned his BS in Computer SystemsEngineering from Stanford University and his MBA fromHarvard Business School.Mr. Menard also sits on the Board of Directors forGloboforce and is chairmen of the company’s AuditCommittee. He is also a member of the Board ofOverseers for Babson College and is a member of theirAudit Committee. Recognized as one of Boston BusinessJournal’s 40 Under 40 in 2009, he holds a BS degree inbusiness administration from Babson College, as well asa MBA from Boston College.15

12:00 PM – 1:15 PMGRAND BALLROOMCH UTZPA HIN THE CFOSUITE: BOLDDECISIONS,ACTIONS ANDOUTCOMESBOLD CALLS ARE A FUNDAMENTAL imperativefor today’s business leaders. Whether it’sinnovating the landscape, growing market shareor reinventing competitive position, leadersare routinely faced with the need to makechallenging decisions. Bold decisions, in whichdesired outcomes are expressed but by no meansguaranteed, can include changes in marketstrategy, product direction, pricing models,talent management and/or expense allocation.Our luncheon keynote speakers will share theirexperience in taking the lead on bold actions andthe impact on their companies.18IN T RO D U C T IO NL U N C H E O N K E Y N O T E PA N E LM O D E RATO RP E T E R HIR STD AV I D F R E A RGLENN SCHIFFMANMICHAEL SHERIDANK I M B E R LY J O H N S O NAssociate Dean, MIT Sloan Executive EducationSenior Executive Vice President andChief Financial Officer, SiriusXMChief Financial Officer, IACChief Financial Officer, DocusignProfessional Products Editor, The Wall Street JournalPeter Hirst leads the team of professionals who partnerwith clients and faculty at the MIT Sloan to develop,design, and deliver innovative executive educationprograms for individuals and companies.David Frear joined SiriusXM in June 2003 as thecompany’s Executive Vice President and Chief FinancialOfficer where he is responsible for overseeing thefinance, accounting, treasury, investor relations, IT, musicroyalties and satellite development operations. SiriusXMis the world’s largest radio company measured byrevenue, with more than 5 billion in revenue, and servesmore than 34 million subscribers in the U.S. and Canada.Glenn H. Schiffman is Executive Vice President and ChiefFinancial Officer of IAC, and Chief Financial Officer ofANGI HomeServices Inc. In these roles, Mr. Schiffmanoversees corporate finance, accounting, M&A, investorrelations, and administration functions.As DocuSign’s Chief Financial Officer, Michael Sheridanis responsible for overseeing the teams that drive globalfinancial planning and analysis, revenue operations,accounting, procurement and investor relations.Kimberly S. Johnson is Professional Prod

CAO, Global Net Lease, Inc. Mike Carroll MBA '01 VP, Finance, PTC Mark Crowley MBA '98 VP, Financial Planning & Analysis, Fuze Joe Falcao CFO, Thras.io Mary Henry CFO, Foley Carrier Services Tina Kruczynski Program Manager, MIT Sloan CFO Summit Beth Kurth Partner, IR, Conway Communications Jack McCullough MBA '97