Ian Charles

CFO | Filevine

Ian Charles is a strategic CFO with nearly 25 years of executive leadership experience in public markets, mergers and acquisitions, and multinational operations. He is a seasoned financial veteran with public and private company experience. Mr. Charles is currently the Chief Financial Officer of Filevine, a leader in the legal SaaS software arena where he oversees all financial, accounting, and corporate development responsibilities. He was previously the CFO of Planful and responsible for all finance, accounting, reporting & analysis, strategic planning, corporate development, and legal functions for the company. Mr. Charles was previously a CFO Partner with The Brenner Group, where he served as CFO for the technology community, and advised leading finance and accounting services startups, including Skava and Joyent.

Jennie Rush

Finance Supervisor | Kiewit

Jennie Rush is a Finance Supervisor at Kiewit Corporation, where she supports the Kiewit Technology Group (KTG) as part of the Financial Management team. She has a strong passion for workforce finance and enjoys working with KTG Money Managers and Human Resources. She started with Kiewit Technology Group during its Planful implementation in 2017 and has since developed improvements to the Department’s financial planning processes by working smarter, not harder.  She consistently analyzes process data and is continuously pursuing methods to create efficiencies within the organization.

Jake Akers

Principal Solutions Engineer | Workiva

Jake Akers is a Principal Solutions Engineer at Workiva. His primary focus is in financial reporting and his team provides structural support to sales, driving solution specific outcomes for customers. Jake has been with Workiva for over a decade, starting his career as customer success manager, where he supported 40+ customers with a wide variety of solutions in SEC, SOX & Management Reporting.

Sanjay Vyas

Chief Technology Officer | Planful

Sanjay Vyas is an accomplished technologist with a successful track record for building engineering teams that deliver scalable systems and platforms. He joined Planful in 2015 and under his leadership, the company’s engineering team has nearly doubled in size with a top-notch management team.

Bridges Smith

VP Product Management | Planful

Bridges Smith is the Vice President of Product Management responsible for Planful for Marketing. He has over 20 years' of high-tech product leadership experience, with an extensive track-record of conceiving, building and deploying high-value software solutions globally.

Luke Metzger

Financial Systems & Reporting Manager | Workiva

Luke is a FP&A Leader at Workiva with a background in Accounting & Finance of more than 16+ years. He wears multiple hats in FP&A as technical systems expert and owner of the overall forecasting and budgeting process. Luke has a strong history of improving efficiencies and leveraging technology to design data structures for confident transparent reporting.

Barry Cheung

Manager, Financial Planning & Analysis | StackAdapt

Barry Cheung is the Manager of FP&A for StackAdapt. He is based in Toronto, Canada. Barry has eight years of FP&A experience across multiple industries including financial services, Cannabis and Technology.

Bonnie Collins

FP&A Manager, HQ | Abbott Nutrition

My name is Bonnie Collins and I am an FP&A Manager, Life-Long learner, and Servant Leader supporting Abbott HQ in the Nutrition Division. I am a former US Army Budget and Finance soldier and have a 30-year career in Accounting.

Jon Sykora

Product Enablement Director | Trintech

Jon Sykora has a background in accounting, having held roles in external audit, internal audit, corporate accounting, and corporate IT. He bought, implemented, and administered a Trintech solution before joining the Trintech family. After nearly a decade in product management for both Cadency and Adra, Jon moved into a global partner pre-sales role to continue achieving Trintech growth. He is passionate about bringing solutions to customer problems and enjoys the challenge each prospect brings.

Alex Kiritsy

Sr Onboarding Manager, Marketing Performance (MPM) Solutions | Planful

Alex is the head of the Planful for Marketing Professional Services team. He has led and managed over 200+ Planful for Marketing implementations and was one of the first 15 employees at Plannuh. Alex plays a key role in advocating for the needs of our customers & prospects with our Product Roadmap.

Tyler Fahrion

Director, Solution Design | KeenVision

Tyler Fahrion has been designing Advanced Planning and Analytics solutions in the Planful application for 7 years. His expertise spans across data sourcing as well as business modeling.

Danny Prohaska

Director, Advanced Solutions | KeenVision

Danny Prohaska combines years of FP&A leadership with a deep knowledge of Planful capabilities while leading Keen’s Advanced Solutions team. Danny’s team develops applications with a strong eye toward usability for FP&A clients.

Carl Seidman

FP&A Advisor

Carl Seidman is a trusted business advisor specializing in financial planning & analysis (FP&A), business strategy, and finance transformation. He advises Fortune 500 corporations and middle-market companies, helping establish effective FP&A practices, processes, and teams. Carl serves as an FP&A advisor, fractional CFO, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization. More than 13,000 corporate finance professionals globally have attended his training programs, workshops, and seminars.

VJ Hopkins

Accounting Manager | Pilot Chemical Company

As Accounting Manager, VJ is responsible for leading the accounting team and managing the monthly financial close process. VJ began his career as an auditor at Clark Schaefer Hackett before joining Pilot as a Senior Accountant in 2017. He works alongside Nick Jensen on Pilot Chemical’s yearly budgeting process, creation and improvement of product cost data, and company financial projects. He holds a Bachelor of Business Administration in Accounting from the University of Cincinnati.

Nick Jensen

Cost & Finance Project Manager | Pilot Chemical Company

As Cost & Finance Project Manager, Nick is focused on creating product cost data, improving business processes that drive product cost, and tightening the linkage between the Manufacturing and Finance teams to enhance decision making. Nick’s experience within Pilot is diverse and broad. Prior to joining the Finance team in 2022, Nick served as Procurement Specialist within the Integrated Supply Chain team and was responsible for raw material procurement, data analytics, and managing our contract manufacturing partners. He joined the company in 2014 as Corporate Controls Engineer in the Process Engineering group and later spent time as an Operations Engineer at the company’s Middletown, Ohio plant. Nick earned a Bachelor of Science degree in Electrical Engineering from the University of Dayton and holds a Master of Business Administration from Miami University.

Bobby Odior

VP of Finance | First Water

Bobby Odior is a seasoned finance professional with 15+ years of corporate finance and FP&A experience across a variety of sectors including energy, entertainment, technology, manufacturing, and CPG. Operating across a broad scope – FP&A, system implementation, and project management – Bobby has a history of effectively combining technical capabilities, diverse industry and finance experience, and consultative skills to drive value for partner companies. Prior to joining First Water, Bobby served in multiple financial leadership roles at high-growth companies, including U.S. Silica and Main Event Entertainment. His earlier career included various finance roles at Fortune 50 corporations, including AmerisourceBergen, Kimberly-Clark, and ExxonMobil.

Nick Araco

CEO | CFO Alliance

Nick is a master connector, discussion facilitator and relationship builder. He uses his intellectual curiosity and natural charisma to help others “Make Connections that Count” while assisting enterprises of all sizes and industries achieve their next level goals and performance. Nick founded The CFO Alliance in 2002 and has been the CEO of AchieveNEXT since its inception in 2017. Nick was the Sr. Director of Growth Strategies & Business Development for the firm, Faegre Drinker, and the Director, Consulting Services & PA & NJ Market Business Development at RSM US. It was at RSM that Nick and Greg Wood developed what has become The CFO Alliance. The largest peer-learning community for finance leaders in the country. Nick is a graduate of Delaware Law School, Loyola University Maryland and La Salle College High School. Nick resides in Lower Gwynedd, PA with his incredible wife, Colleen, with whom he has three adult children. All five of the Aracos enjoy spending as much time as they can on the beach with their family and friends along with their two Havanese, Macey and Miller.

Glen Greer

Head of Finance Transformation | Kin + Carta

Finance Transformation professional specialising in change programs including ERP implementations, shared service centre consolidation and transactional finance process improvement. Motivated to deliver solutions that bring efficient and effective outcomes that create organisation value.

Jamie Gahunia

Director of Product Marketing

Director of Product Marketing

Andrew Von Eschen

Manager, Solution Consulting

Manager, Solution Consulting

Kelsey Krapf

Snr Global Demand Gen Manager

Snr Global Demand Gen Manager