Keynote Speaker - Polly LaBarre
Co-Author, Mavericks at Work | Founding Member, Fast Company Magazine
Polly LaBarre is a provocative and inspiring voice on business and innovation. A bestselling author, agenda-setting writer, speaker, and television correspondent. Polly has contributed to the business conversation in a range of forums for over a dozen years.
Dresner Advisory Services, Founder & Chief Research Officer
Howard Dresner is one of the foremost thought leaders in business intelligence and performance management, having coined the term Business Intelligence in 1989. He has published two books on the subject, The Performance Management Revolution: Business Results through Insight and Action (John Wiley & Sons, Nov. 2007) and Profiles in Performance: Business Intelligence Journeys and the Roadmap for Change (John Wiley & Sons, Nov. 2009). He lectures at forums around the world and is often cited by the business and trade press. Prior to Dresner Advisory Services, Howard served as chief strategy officer at Hyperion Solutions and was a research fellow at Gartner, where he led its business intelligence research practice for 13 years.
Tom Cheesewright is the founder of applied futurism practice, Book of the Future, and creator of the Futurist’s Toolkit, a suite of tools for developing agile organizations. Through consulting, speaking, and media work, Tom helps people to see, share and respond to a coherent vision of tomorrow. Clients range from charities and public-sector organizations to FTSE100 enterprises and global technology corporations. Tom appears frequently in the media, with hundreds of appearances across TV, radio, print and digital, providing insight and analysis on the latest technology news and future trends.
Executive Track – Rethink Finance: A Look into the Future
Executive Track – Planning Best Practices: Time to Shake It Up
Positive Venture Group, C-Suite Advisor
Katya is a seasoned CFO with 25 years’ experience who has transformed the Office of Finance for small private businesses and large public companies across numerous industries. Katya solves complex business problems by building high-performance teams and implementing best-practice processes and technology solutions. In Katya’s latest role with Positive Venture Group, she brings best practice finance to high-growth businesses to scale up their infrastructure affordably. Katya also writes articles, produces videos and does speaking engagements to inspire people to live their most authentic, joyful, and healthy lives.
Executive Track – TBC
Chief Executive of FSN & Leader of the Modern Finance Forum for CFOs
Gary Simon is the Chief Executive of FSN and the leader of the FSN Modern Finance Forum on LinkedIn, with a membership of more than 52,000 senior finance professionals. He is a highly sought after lecturer and trusted provider of ‘thought leadership’ and analysis about the development of the modern finance function for CFO’s around the world. He is a Fellow of the Institute of Chartered Accountants in England and Wales; a Fellow of the British Computer Society; a Chartered IT Professional; a Graduate of London University and the author of four books on financial software and information systems.
He addresses thousands of finance professionals annually about the issues and challenges affecting the CFO’s role. The bulk of Gary Simon’s professional experience has been as a senior consulting partner with Deloitte, one of the largest professional services organisations in the world. His field of expertise is information strategy, performance management and financial reporting systems working at Board level with global 2,000 companies, large public sector organisations and central government as well as spells in the mid-market.
Executive Track – TBC
Director, Government & OEM, MindBridge
John has over 20 years of experience in bringing new technologies to market and successfully applying them to solve real-world customer problems. A graduate of the University of Waterloo, John has worked in both startup and large firm environments including Nortel, CrossKeys Systems and CounterPath. Prior to joining MindBridge, John spent eight years as senior sales and marketing entrepreneur developing and deploying mobile application services to governments, associations and non-profits across Europe and North America. At MindBridge, John manages government and partner sales, allowing governments and large enterprises to leverage artificial intelligence to detect anomalies in financial data.
Tech Track – A Change of Pace: A Primer on All Things Machine Learning
Positive Venture Group, Partner & C-Level Advisor
With 20 years of experience, Jason excels in providing operational and nancial expertise to rapidly growing companies. Prior to founding Positive, Jason served as Chief Operating Of cer and Chief Financial Of cer of Conversant Intellectual Property Management (formerly MOSAID). In these roles Jason oversaw a fundamental reorganization and repositioning of the company that followed a $560M leveraged take private transaction by Sterling Partners out of Chicago. Prior to Conversant, Jason served as Vice President Finance and Principal Accounting Of cer of Massachusetts-based AVID Technologies, a publicly traded audio and video solutions provider with US$680 million in annual revenues and 2,500 employees worldwide.
Before Moving to Massachusetts, Jason served as Chief Financial Of cer of IBM Software Group, Business Analytics Division (Cognos, and IBM company). Based in Ottawa, Jason was responsible for a broad range of nance and administrative functions, and he oversaw the integration of major portions of Cognos into IBM. Before IBM’s $5 Billion acquisition of Cognos in 2008, Jason held increasingly senior finance positions at Cognos, including Vice President Finance and Corporate Controller. Jason started his career with Deloitte & Touche LLP, where he was Manager in the Assurance and Advisory Services group. Jason is a Chartered Accountant (Canada) and a Certi ed Public Accountant (USA). He earned a Bachelor of Business Administration/Accounting from St. Francis Xavier University in Nova Scotia. As a result of his achievements, Jason was recognized by Treasury and Risk Magazine as one of the Global Top 40 under 40 nance professionals in 2010.
Executive Track – Optimizing the Office of Finance
RSM US LLP, Director, Management Consulting
Peter is a Director in RSM’s Technology & Management Consulting practice. He has over 12 years of experience helping clients execute on business transformation initiatives including business process design and optimization, organizational strategy and design, system selection and implementation, and merger and acquisition integration. Peter is the National Leader of RSM’s Performance Management & Analytics practice, helping clients optimize their budgeting, planning, forecasting, and reporting cycles via the optimization of business processes and implementation of technology solutions.
Executive Track – Planning for the future of FP&A
Urschel Laboratories, Inc, Corporate Controller
Denise is the Corporate Controller for Urschel Laboratories, Inc. She attributes much of the success in her career to her ability to utilize Prophix to provide valuable insight and process efficiency to the organizations in which she has worked. Having implemented Prophix in three diverse manufacturing organizations, Prophix has enabled her to move each organization further up the CPM Maturity curve toward the ultimate goal of a transformative designation.
Executive Track – Advance Your Career with CPM
Paul Vickers, CPA-CA, CPA (Illinois), is the Chief Financial Officer of MaxSold, an online auction service with efficient localized staff providing downsizing and estates sales across North America in a safe, reliable, finite, easy, and transparent way. Paul is responsible for the financial operations of MaxSold, including strategic guidance to the Board of Directors and Executive Team. Prior to joining MaxSold, Paul was the Vice-President, Finance and Administration, of PARTEQ Innovations, the technology transfer office of Queen’s University.
Executive Track – CPM Remix: Do More with Prophix
Barber National Institute, FP&A Systems Development
An experienced Budget Manager, Emily has worked for the Barber National Institute for almost 8 years. She successfully transitioned from complex budgets in Excel to Prophix, saving almost 1,000 hours each year for Barber National Institute and allowing more time for valuable analytics. Outside of the office, Emily enjoys spending time with her husband and two children, reading, and spending time outdoors.
Application Track – Flip Budgeting on its Head
ChanceLight Inc, Sr. Accountant
Jenny Balmes is a Senior Accountant at Ombudsman Educational Services, a division of ChanceLight, inc. She has been employed with Ombudsman for over 10 years within their Accounting Department. Jenny is responsible for general accounting functions, budgeting, financial analysis, charter school financials, and working closely with the VP of Financial Operations. She holds a Bachelor of Accounting from Roosevelt University in Chicago.
Executive Track – Unlock the Value of Cloud
Jan van Rooyen
Katun Corporation, Director of FP&A
Jan currently serves as Director of FP&A at Katun Corporation, a mid-market company in the office equipment industry, headquartered in Minneapolis, Minnesota, USA. Over the last 40 years, he has worked in operations, finance, and sales in 8 countries on 5 continents. Jan has been the primary Prophix administrator at Katun since 2012, where he supports financial budgeting and sales planning processes in multiple currencies. Katun also uses Prophix for all monthly and quarterly reporting, including all required reporting of their parent company.
Application Track – Rethink International Modeling
Lee Company, Chief Financial Officer
Rob Ivy is a strategic financial executive with over 20 years of experience across a diverse set of industries. He is a CPA with extensive experience in all aspects of corporate financial management and has a track record of driving results by creating clarity, developing staff, and leading change. Rob leads Lee Company’s Support Services teams (Finance, Legal, IT and People Services) and works alongside other company executives to develop and implement financial and operational strategies across the organization. He also serves as a member of the company’s Board of Directors.
Executive Track – Visualizations to Drive Understanding & Results in Business
Presbyterian Senior Care, Director of Budgeting and Financial Compliance
Michael Stokes is proud to work as the Director of Budget and Financial Compliance for Presbyterian SeniorCare Network. Mike oversees the preparation of the Presbyterian SeniorCare consolidated budget, as well as prepares and submits the required reports in compliance with third-party requirements. Michael continues to lead his team implementing and expanding the use of Prophix within the Presbyterian SeniorCare Network.
Application Track – Discover Template Design – Beginner
Finance Manager, Criterium, Inc
Robin Sheridan joined the finance team at Criterium, Inc. in 2015. She works with the senior management and project managers to oversee project and site budgets for the company’s clients along with preparing monthly financial reports and analysis. Prior to joining Criterium, Robin worked in the sports entertainment and non-profit finance arena.
Application Track – Break New Ground with DPM – Beginner
Controller, Benchmade Knife
Dean Freeman has over 15 years of experience in manufacturing cost accounting and has worked with Benchmade Knife Company for over three years. In the last 18 months as Controller, Dean has worked closely with the Director of Accounting on budgeting, forecasting, costing, and operational improvements.
Director of Accounting, Benchmade Knife
Paula Paradis is the Director of Accounting at Benchmade Knife Company. Over the last 18 months, Paula has worked closely with the Controller on budgeting, forecasting, costing, and operational improvements. Paula prides herself on using Prophix to help her team deliver world-class financial data.
Executive Assistant, WCF Insurance
Jessica Johnson is an Executive Assistant at WCF Insurance in Sandy, Utah. WCF Insurance has been around for over 100 years and is Utah’s largest provider of workers compensation insurance. Jessica assists the Senior Vice Presidents in the sales & distribution, claims, and finance departments. Recently, Jessica became the Prophix administrator for WCF Insurance. She hopes to develop new models for their policy and claims data, as well as centralize their reporting.
Sr. Product Marketing Manager, North America Sage Business Cloud Financials
I have a passion for creating new ways to leverage technology and data to enhance customer relationships and experiences – from sales to marketing to finance. I am an advocate for small and medium-sized businesses, and research and write about ways we can do more with our time, people and money…all while being a mom.
If you are a Sage customer or potentially considering a change onto a Sage ERP then this session is for you! In it you will learn more about Prophix’s global strategic partnership with Sage and how the two organizations are working together to drive innovation in the office of finance. You’ll learn more about Sage’s strategy for its flagship ERP, Enterprise Management and the innovation it brings around areas like compliance, making tax digital and migration to the cloud.
Executive Track – Prophix and its Strategic Partnership with Sage – What it means for you.
Register now for the Prophix Conference
April 14-17, 2019
Prophix Conference Pricing
Prophix Conference passes offer delegates access to conference sessions, meals, and evening entertainment.
Chief Executive Officer
Paul is the Founder of Prophix Software. He is a graduate of Cambridge University, with an MA in Mathematics, and holds an MBA from the Richard Ivey School of Business. Paul has worked in the software industry for over thirty years in such areas as Decision Support Systems, Executive Information Systems, Business Intelligence, and Corporate Performance Management. His functional experience includes sales, marketing, professional services, and general management.
President & Chief Operating Officer
As Prophix’s President and COO, Alok is responsible for ensuring that every customer, prospective customer, partner, and employee around the globe has a memorable and positive experience with the company and its products. He unites a team of senior executives spanning Customer Service, Global Sales, and Marketing – inspiring and propelling them to achieve the greatness that exceeds all expectations.
SVP, Corporate & Market Development
Our VP or ‘Veep’ of Marketing, Mike leads a team that engages with all of Prophix’s thriving communities – capturing their insights and compelling conversations through strong programs. Mike keeps Prophix and our products ahead of competitors and ensures that they are always relevant and relatable. A whiteboard savant, Mike often rides his bike to work, making the rest of us look bad.
An Analyst view of the CPM space
SVP, Product & Technology
As SVP, Product & Technology, Geoff serves as ‘the voice’ for customers and prospective customers who need a Corporate Performance Management (CPM) solution to address their business challenges. To that end, he leads a team that gathers customers’ and prospective customers’ evolving business and product needs and synthesizes them into coherent product roadmaps. Geoff is also the product visionary who ensures that Prophix’s products are always relevant, practical, and distinctive.
CPM Software & Education Leader
Ron brings over 15 years of CPM experience to the table in his new role at Prophix. On top of the Prophix Academy and Technical Alliance responsibilities, Ron manages all product-related aspects of marketing campaigns and the relationships with the various industry analysts that monitor and report on the CPM space. He is thrilled to be attending his 7th Prophix User Conference and looks forward to chatting with old friends and making new ones.
Ray is a Business Analyst in the Professional Services department at Prophix. Ray conducts discovery sessions, as well as designs and implements solutions for customers. He has worked with customers in a variety of industries, assisting them in streamlining their financial processes.
Think Outside the Box: The 80/20 Rule
Director, Professional Services
Cristian Ciloci is the Director of Professional Services at Prophix. He has a strong background in software implementation, strategic planning, and business analytics. His extensive experience building better reporting and budgeting solutions for clients has allowed him to use software to solve Finance and Accounting pain points for well over a decade.
Visualizations to drive understanding and results in business
Manager, Business Solutions Group
Felix is the Manager of our Business Solutions Group. In his seven years at Prophix, he has worked with a myriad of clients across varying industries. Felix not only has a strong understanding of the software but a comprehensive background in business processes, finance, and accounting.
Rethink International Modeling
A Change of Scenery: Prophix Design
Sr. Business Analyst
Nathan is a consultant in the Professional Services department at Prophix. With over three years of implementation experience, he has helped customers in various industries achieve their CPM goals.
Discover Template Design – Beginner
Director, Product Management
Jacob leads Prophix’s Product Management and User Experience, teams. He is responsible for the creation, delivery and health of all product lines. His team focuses on gathering user requirements, prioritizing features, user experience research and release management. He has worked at Prophix for nine years in various cross functional roles including Customer Management, Professional Services, and Product Management. Jacob holds a Bachelor’s degree in Computer Engineering & Management from McMaster University.
A Change of Pace: A Primer on All Things Machine Learning
Learning Architect, Education and Training
Jennifer has worked in the Prophix Academy for the last seven years. As a Learning Architect, she works with department, customer, and subject-matter experts to design, develop, evaluate, and implement effective learning solutions that are role- and task-based. Her focus is on providing Prophix users with the skills and knowledge they need to succeed, using the most effective pedagogies possible. She is a Certified Training and Development Professional (CTDP) and holds a Master of Education from Simon Fraser University.
Prophix Academy Training: Reframe Reporting in Prophix
Learning Specialist, Education and Training
Faez is a Learning Specialist for Prophix Academy. He has been with Prophix since 2017 and supports the Education Team in creating online and live course material, as well as delivering live and in-person training sessions to customers and employees. Faez also administers the LMS and is responsible for responding to inquiries from colleagues and customers.
Prophix Academy Training: Flip the Switch on Web Client
Director, Customer Success
Judy Correia has been with Prophix for over 12 years. She has held various roles in Professional Services and Customer Success and has also spent time at our office in Copenhagen, Denmark. Judy has worked with several customers across various industries to help drive them to CPM success. In her current role as Director of Customer Success, she is lucky to work with the team of superstars that make up Customer Support, Customer Success Management, and Product Adoption.
Shake Things Up with Rolling Forecasts, Automation & Streamlined Planning
Marleigh White is a Product Manager in the Product Planning department at Prophix. Prior to working as a member of the Product Planning team, Marleigh was on the road as a Prophix Implementation Consultant. She implemented Prophix across North America for clients in various industries including health care, oil & gas, retail and services before assignment to the Prophix Europe Office in Copenhagen, Denmark. During her time abroad, Marleigh supported and trained European partners on Prophix best practices, conducted formal customer training, and developed Prophix solution designs for projects and prospects. Marleigh is also the Executive Director of Corporate Social Responsibility at Prophix Software.
Shake Things UP: Prophix Now & Beyond
Customer Success Manager
Monika is a Customer Success Manager. Monika has been with Prophix for six years and has worked with many different clients implementing solutions as a Consultant on both the Professional Services and Enhanced Support teams. Before joining the Customer Success team, Monika spent a year in Denmark working with Prophix Europe to develop resources and support customers across Europe.
Monika holds a Bachelor of Commerce and PMP designation.
Pako is a Program Manager in the Product Planning department at Prophix. He is responsible for exploring new product possibilities and technological partnerships using his subject matter expertise. Prior to joining Product Planning, Pako helped deliver a full web-enabled offering over the cloud. He also has experience as a Consultant and Solution Architect, implementing and designing customer solutions.
Break New Ground: Migrate to the Cloud
VP of Professional Services and Customer Success
Phil Gravel is the Vice President of Professional Services and Customer Success at Prophix. He is responsible for ensuring that our customers get the maximum value from their investment with Prophix. Throughout his career, Phil has provided strategic financial leadership and expertise to hundreds of organizations.
Planning Best Practices: Time to Shake It Up
Advance Your Career with CPM
Optimizing the Office of Finance
Director, Product Strategy, Product Planning
Ronel Marbella has over a decade of experience in Business Modeling and Planning, complemented by a deep knowledge of Corporate Performance Management software. He is an experienced Business Strategist and Designer with proven success in developing and launching new-growth business opportunities. Ronel is admired as a creative and client-focused advisor who specializes in providing practical strategies and recommendations. Ronel’s experience spans from Prophix, Rogers Communications, PwC, and Deloitte Consulting.
Advances in NLG & NLP: What Does the Future Hold?
Zach Di Sabatino
Zac is a Product Manager in the Product Planning department at Prophix. Before joining the Product Planning team, Zac spent more than four years as a Prophix Consultant, implementing CPM software for clients in a variety of industries including utilities, oil and gas, retail, not-for-profit, and manufacturing.
Shake Things UP: Prophix Now & Beyond
Peter is a Solutions Architect in the Professional Services department at Prophix. With over six years of implementation experience, he has worked with over 120 clients across an array of industries, helping them to achieve their CPM goals. Peter is also part of the Prophix Cloud Implementation Team and has successfully assisted many clients in launching Prophix in the Cloud.
Discover Template Design – Advanced
Business Analyst, Professional Services
Lilian joined Prophix two years ago as a Business Analyst in the Professional Services department. She has worked with clients in numerous industries to implement financial models. With each implementation, Lilian enjoys building relationships with her clients and strives for long-lasting customer success.
Application Track – Break New Ground with DPM – Beginner
Adrian is a Consultant in the Professional Services department at Prophix. With experience across multiple industries including Communications, Consumer Research, Customer Experience, and Corporate Performance Management, Adrian loves finding new and innovative value-added solutions for his clients.
Remix Your Approach: Tips & Tricks – Beginner
Tanweer is a Principal Consultant in the Professional Services department at Prophix. With five years of experience, Tanweer is responsible for solution design and project support. Tanweer is also part of the Cloud Implementation Team and has successfully assisted many clients in launching Prophix in the Cloud.
Remix Your Approach: Tips & Tricks – Advanced
Peter has been in the CPM space for 7 years. He started in 2012 as a business analyst and is now a Principal consultant. He’s been through countless implementations from Prophix 10 all the way through to Prophix Cloud. Peter has also worked in the ERP industry where he specialized in SSAS based companies where he implemented solutions for software companies.
Peter graduated with a Bachelors of Commerce from the University of Guelph and holds a Chartered Professional Accounting designation within Ontario.
A 360° View: Dashboard & Visual Analytics
Client Engagement Specialist
Emmanuel is a Client Engagement Specialist with the Product Adoption Team at Prophix. After working in both Support and Professional Services, Emmanuel now provides design and performance-related consultations to customers.
Design a Dashboard
Manager, Product Adoption
Jasmin joined Prophix in July 2012 as a Consultant in Professional Services. She has held various roles in Professional Services, Customer Success, Product Planning, and even completed a secondment with our UK office. Jasmin and her team work with customers to understand their business needs after implementation, with the goal of driving long-term product adoption and customer success.
A Full Circle Approach to MS Office Integration
Reinvigorate End User Adoption
Jon is a Solutions Architect in the Professional Services department at Prophix. He specializes in solution design in line with financial model best practices. Jon has worked with a variety of customers, implementing solutions both on-premise and in the Cloud.
Rethink Cube Building: Best Practices
Sally Lu is a Consultant with the Product Adoption Team at Prophix. Sally works with customers to understand their goals and needs and provides advice on how to best achieve those objectives.
Flip Budgeting on its Head
Peter joined Prophix in 2014 as a Consultant in the Professional Services department at Prophix. He has worked across all industry verticals, helping his clients to challenge the status quo. Today, Peter manages a team of Consultants who implement Prophix across North America, with a focus on developing use cases outside of core financial processes.
Reshape Prophix: Non-Financial Use Cases
Preet is a Principal Consultant in the Professional Services department at Prophix. With over 5 years of implementation experience, she has successfully implemented Prophix on-premise and in the Cloud for clients across various industries.
Reorient with Driver Based Planning
Break New Ground with DPM – Advanced
Melissa Harrell Frey
Melissa - Solutions Architect
Melissa is a Solutions Architect in the Professional Services department at Prophix. After spending many years in corporate accounting and 10 years being a Prophix client, Melissa joined the Prophix team. As a Solutions Architect, Melissa conducts discovery sessions with new and existing customers, as well as assists with design implementations.
A New Lease on Cube Building
VP, Business Development UK
James Hanson brings over 20 years of experience working in the B2B and B2C technology market with big blue chips like HP, IBM, Cisco, and Microsoft, as well as fast-growth start-ups. In his role at Prophix, James is responsible for building the UK channel strategy, including identifying and managing key strategic partners at a global level. In addition to driving partnerships, James also heads-up marketing and demand generation for the UK team. A former rugby player, James isn’t as tough as he sounds; in fact, we would describe him as a “good egg”.
Rethink Finance: A Look into the Future
Director of Profesisonal Services
Shan Kaura, Director of Professional Services, has been with Prophix since 2011. Starting off as a Consultant, Shan has been able to work with our most challenging client problems to execute on some of the most difficult requirements. After formally moving into his role as Director, Shan lead a strong portfolio of projects and grew his team internally, teaching them to support successful implementations. Currently, his role involves working with all clients in the Professional Services department with a focus on client satisfaction.
CPM Remix: Do More with Prophix
Director, Advanced Applications
Rob Shillinger has been delivering innovate CPM/BI/Analytical solutions for 20 years to a broad range of industries worldwide. Combining a consultative approach, knowledge of finance, operational business processes, and technology, Rob and his multidisciplinary team work with Prophix customers to add value today and in the future.
Unlock the Value of the Cloud
Director, Advanced Applications
Kristofer is the Director of Information Security at Prophix, where he is responsible for leading Prophix’s global and diverse Information Security, cybersecurity and Information Technology Risk strategies. He is a seasoned Information Security executive with a passion for cybersecurity and brings to Prophix over 24 years of experience, focusing on cyber security, information protection, assessment, awareness, governance, enterprise information security architecture and operations.
Cloud First – Security in the Cloud
Brian is a Senior Solutions Engineer in the Solutions Engineering department at Prophix. Prior his current role, Brian worked as a Consultant and successfully implemented Prophix at over 50 companies. Now, he prepares and delivers product demonstrations to prospective clients.
Prophix Demo & Trial
Sr. Strategic Account Manager
Chris Porter has been with Prophix for seven years and has worked in both Professional Services and Business Development. Presently, Chris oversees the Construction vertical and our partnership with Viewpoint Construction Software. Chris has a passion for learning our customers’ businesses, their challenges, and increasing the value of Prophix through new solutions.
Tools for Success in Construction: Prophix & Viewpoint
As a Data Scientist, Hadi is responsible for shaping the AI features of Prophix by applying his experience in building AI and Machine Learning solutions. Hadi holds a PhD in Medical Biophysics from the University of Toronto with a specialization in Machine Learning in Medicine. Hadi has eight years of practical experience building Machine Learning solutions in the healthcare and business sectors, including cancer diagnosis and treatment outcome prediction for healthcare providers and patients, and revenue forecasting and pricing for law firms.
A Change of Pace: A Primer on All Things Machine Learning
NLP: Exploring a new UX interface paradigm
A Fresh Take on Dashboards
Template Studio: UX changes to chart your course