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Webinar Recording

5 Questions Every CFO Needs to Ask the Controller

Date: Tuesday, December 16, 2014
Time: 2:00 pm - 3:00 pm EST
In the ever-changing role of the CFO, one thing will never change – the need to lead and manage an effective finance team. Successful CFOs collaborate closely with their controllers in defining strategies to impact key areas including operational efficiency, enterprise-wide data visibility, leadership acumen, and internal controls.

Join panelists Ken Bozzini, CFO, Arena Solutions, and James Orsillo, CFO, Evariant as they share how they work with their Controllers and finance teams to establish best practices around:

  • Internal controls
  • Operational efficiency
  • Visibility and reporting
  • Financial leadership
After attending this event you will be able to:
Identify how to strengthen your company’s internal controls
Recognize how to collaborate more effectively up and down your company’s org chart
Learn how to improve the performance and strategic value of your company’s Controller and finance organization


James Orsillo, Chief Financial Officer, Evariant
James Orsillo
Chief Financial Officer, Evariant
In his current role as CFO, Andrew is responsible for Evariant’s financial planning, accounting, reporting, and treasury. Prior to joining the company he worked for American Tower where he was the Senior Manager, Corporate FP&A (Financial Planning & Analysis.) At American Tower he was an integral part of global budgeting, strategic planning, and their earnings release processes. James has corporate finance experience across a variety of industries, including consumer products and interactive marketing. James received his Master of Science degree in Finance from Brandeis University, and has a Bachelor of Science degree from Boston College.
Ken Bozzini, Chief Financial Officer, Arena Solutions
Ken Bozzini
Chief Financial Officer, Arena Solutions
As chief financial officer, Ken Bozzini oversees financial strategy and planning of Arena Solutions to help facilitate company performance and growth. Through his management of the finance, accounting, human resources, legal, information technology, facilities and professional services functions, he focuses on helping the organization leverage its offerings and maximize financial opportunities.

With more than 25 years in financial and operational leadership roles for a variety of technology-based companies, Ken has extensive experience in developing the financial foundation and operational processes that support companies through growth, expansion and ultimately public offering or acquisition. In his previous role as CFO at Securimetrics Inc., Ken played a major role in the organization’s evolution from entrepreneurial start-up to Sarbanes-Oxley-compliant division of a publicly traded industry leader. Ken has also prepared several companies to go public, including Evolve Software, where he led the organization through an acquisition and an IPO and then transformed the company’s cost structure and financing strategy as market conditions rapidly changed. With other financial positions at WildPackets Inc., Xoma Ltd., California Culinary Academy and Hewlett Packard among others—companies that range from start-ups to publicly held multinationals—Ken knows how to leverage practical financial leadership to help propel companies from one stage of growth to the next.

Ken holds a master’s degree in business administration from the University of California, Berkeley, and he graduated Magna Cum Laude from Golden Gate University with a bachelor’s degree in accounting. Ken earned his CPA while working for PriceWaterhouse, and his license is active.
Mark Gervase, Cloud Financials Strategist, Intacct
Mark Gervase
Cloud Financials Strategist, Intacct
Mark Gervase is a Cloud Financials Strategist with Intacct, focused on the Software and SaaS industry. Mark has spent over 10 years in Silicon Valley marketing cloud, mobile, and collaboration technologies. Early in his career, Mark was a CPA at a large public accounting firm and worked with numerous CFOs and Controllers on M&A, data analysis, litigation support, and tax consulting.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.


Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.