SPEAKERS

Keynote Speakers: Theresa Payton | Carmine Gallo | Marianne Jennings | Joe Hallinan

Keynote Speakers

THERESA PAYTON

The specter of a massive cyberattack is the most urgent concern confronting the nation's information technology infrastructure today, an issue Theresa Payton understands better than anyone. Through the lens of years of experience in high-level private and public IT leadership roles, Payton delivers sought-after solutions that strengthen cyber-security measures and neutralize e-crime offenders.

Payton is one of America's most respected authorities on Internet security, net crime, fraud mitigation, and technology implementation. As White House Chief Information Officer from 2006 to 2008 -- the first woman ever to hold that position -- she administered the information technology enterprise for the President and 3,000 staff members. Prior to working in federal government, Payton held executive roles in banking technology at Bank of America and Wells Fargo.

As founder of Fortalice, LLC, a security, risk, and fraud consulting company, she now lends her expertise to organizations large and small, helping them improve their information technology systems against emerging, amorphous cyber threats. In 2010, she was named by Security Magazine as one of the top 25 "Most Influential People in Security." She serves as a cyber expert for the syndicated program America Now and is co-author of Protecting Your Internet Identity: Are You Naked Online?

Payton candidly equips audiences with far-reaching lessons on how to protect the growing millions who use the Internet daily as well as the organizations who are on the front lines of fending off rapidly evolving, infrastructure-crippling cyberattacks.

CARMINE GALLO

Carmine Gallo is the communications coach for the world’s most admired brands. He works directly with leaders whose products touch your life everyday. His clients include Intel, Coca-Cola, Chevron, SanDisk, Medtronic, Hyundai, LinkedIn, Pfizer, and many other global brands. Gallo was profiled on ABC’s 20/20 news magazine and his communication techniques have been implemented by top executives at Apple, Google, Facebook, Ford, and hundreds of other large and small businesses.

Gallo is a former CBS and CNN business correspondent, and a popular and inspirational keynote speaker whose customized multimedia presentations are a hit with audiences around the world. Success Magazine, Bloomberg Television, CNBC, The New York Times, The Wall Street Journal, and many others have featured Gallo’s content. Gallo is a regular columnist for Forbes.com where he writes about success, leadership, and communications. Gallo has also written six internationally bestselling and award-winning books. Among them: The Apple Experience: Secrets to Building Insanely Great Customer Loyalty (the first book to take readers behind the scenes of The Apple Retail Store), The Presentation Secrets of Steve Jobs (considered one of the most influential communication books in the world), The Innovation Secrets of Steve Jobs (winner of an Axiom award for one of the top three best business books of 2011, and Fire Them Up (revealing the seven simple secrets of the worlds’ most inspiring leaders). His latest is Talk Like Ted: The 9 Public Speaking Secrets of the World’s Top Minds.

MARIANNE M. JENNINGS

Professor Marianne M. Jennings is an emeritus professor of legal and ethical studies in business from the W.P. Carey School of Business at Arizona State University, having retired in 2011 after 35 years of teaching. She is also the author of several books, including “The Seven Signs of Ethical Collapse” and conducts ethics training and ethical culture assessments for Fortune 100 companies, government agencies, professional associations and nonprofit organizations. In 2011, she was named one of the Top 100 Thought Leaders by Trust Across America and in 2012, was named one of the 100 most influential people in business ethics by Ethisphere Magazine.

JOE HALLINAN

Joe Hallinan is the Pulitzer Prize-winning journalist whose book, Why We Make Mistakes, is a helpful and lively exploration of our imperfections and how to overcome them. In pursuit of the errors that we make, Hallinan's talks delve into psychology, neuroscience, economics, consumer behavior, financial strategy and more. We often don't see what's right in front of us. We forget things in seconds. We quickly recognize patterns—but overlook important details. And most of us are pretty sure we're way above average. Humans, by design, are prone to error. Many of these topics were covered by Joe Hallinan in his days as a reporter for The Wall Street Journal and The Indianapolis Star, where he won a Pulitzer Prize for investigative reporting. Before that he was a Nieman Fellow at Harvard and a visiting professor at Vanderbilt University. Hallinan's new book, Kidding Ourselves: The Hidden Power of Self-Deception (May 2014), is an illuminating exploration of human beings’ astonishing ability to deceive themselves. His previous book, Going Up the River: Travels in Prison Nation, was a New York Times Notable Book and a Los Angeles Times Best Book of the Year.

General Session and Breakout Speakers

MIKE BOOHER

Mike Booher is the Director of Finance and IT Support at Publix Super Markets, Inc. He is responsible for financial support of all retail business units, asset accounting and IT finance, purchasing, staffing and training and is currently leading the effort to evaluate and implement the changes in tangible tax regulations proposed several years ago and recently finalized by the IRS. He is a graduate of the University of Florida and University of South Florida KPMG.

SARA BROWN

Sara Brown is an Assurance Senior Manager at Deloitte & Touche LLP and has over twelve years of professional experience with Deloitte. She has planned and performed audit engagements for public registrants, including Sarbanes-Oxley 404 attestation engagements, and privately held organizations. Sara has assisted SEC registrants and private companies ranging from development stage enterprises to Fortune 100 companies in various industries, including consumer products, logistics, medical devices and healthcare. Most recently, her focus has been on coordinating audit, audit-related and tax services with Deloitte’s international offices for her multi-national clients. Sara is a graduate from the College of Saint Benedict and holds a Bachelor’s degree with a major in accounting. She is an active member of the American Institute of Certified Public Accountants.Andrew Obuchowski

HAS DOSANJH

Has Dosanjh is the Executive Vice President of Symphony EYC. He founded EYC in 2003 which was acquired by Symphony Technology Group in 2010. The growth of EYC has come by growing customer engagement at clients across the world such as Ahold, Casino, Rewe, Safeway and X5. Has is currently an advisor to many technology and marketing companies in addition to his role at EYC. Prior to this, he spent three years at Dunnhumby, co-launching the Tesco supplier collaboration program and bringing Kroger to the Dunnhumby client base. He has also held senior marketing and commercial roles for Formula 1 Racing Teams and at PepsiCo as Director of Sales and Marketing for Europe and Africa.

KATHY HANNA

As Director, Enterprise Payments and Store Support at The Kroger Co., Kathy Hanna has responsibility for strategy and management of all forms of payment acceptance, process and related cost across the company for all business verticals, grocery, fuel, retail and e-commerce. Her responsibility includes the business and contractual relationships with card brands, EFT networks, Kroger's acquirer, armored car carriers, banks and the business side of payment data security. She manages teams that provide store front-end support on store accounting, POS testing, store procedure documentation, bad debt collections, government benefits and other customer payment support. Kathy participates in various payment industry advisory boards and was chairman of FMI’s Electronic Payments Committee for three years. She joined Kroger in 1982, spending 5 years in the stores and 11 years in the accounting department. In 1999, she joined the treasury staff in the corporate office as Manager, Corporate Cash and was named Assistant Treasurer in 2000. Kathy moved to retail operations-customer experiences and practices in 2008. She was promoted to Director in 2010. Kathy holds a Bachelor’s degree in business with a major in accounting as well as a law degree.

MARK HORWEDEL

Mark Horwedel is CEO of the Merchant Advisory Group (MAG). Mark has been in the payments industry for over 30 years serving in a variety of roles including CEO of a PIN debit network (Money Network) for nearly 20 years and 5 years as Director of Payments at Wal-Mart. Mark’s accomplishments include pioneering shared ATM services, introducing PIN debit at the point-of-sale and, more recently, successfully lobbying for the Durbin amendment to the Dodd-Frank Wall Street Reform Act. Mark is a CPA, CMA and CFP

KATE HUBBEN

Kate Hubben specializes in human capital and employee benefits consulting, and is a Certified Self-Funding Specialist. Kate advocates strongly for her clients and works closely with employee groups and carriers to meet mutually beneficial goals. She is active in the community and serves in leadership positions on the Board of Trustees for In Counsel with Women, Cleveland Rape Crisis Center and The Temple-Tifereth Israel Learning Council. Prior to joining the insurance industry in 2007, Kate was the Senior of Director of International Business Development at the Cleveland Clinic where she led the effort to create partnerships with medical practices in the Middle East and South and Central America. Kate also spent five years as the Executive Director of Leadership Cleveland and introduced service learning into the curriculum. She was recognized two years in a row by the Community Leadership Association as the top leadership program director in the country. Kate obtained a Bachelors of Arts degree from Ohio State University and a Master of Public Administration from Cleveland State University.

ALISON JONES

Alison Jones, a Principal in Ernst & Young’s National Tax office in Washington DC, specializes in federal tax accounting matters, including the accrual of income and deductions, capitalization, depreciation issues, and general accounting method change requests. She has spent significant time working with taxpayers on large fixed asset projects that have required significant changes to fixed asset systems and tracking acquisitions and dispositions of assets. While in National Tax, Alison has worked with a variety of public and private clients in the manufacturing, distribution, retail, financial services, healthcare, oil and gas, utilities, and telecommunications industries. In addition, Alison also has extensive experience representing taxpayers in controversies pending before the IRS and works closely with the firm’s Tax Controversy and Risk Management group to resolve tax controversy matters and stay abreast of current IRS audit and appeals issues. Alison received her B.A. in Economics, as well as her J.D. from the University of Texas. She is an attorney, licensed in the state of Texas and is a member of the American Bar Association Tax Section and currently serves as the Vice Chair of the Capital Recovery and Leasing Subcommittee. Alison is a frequent speaker at ABA and TEI events and is also an adjunct professor in the L.L.M. program at Georgetown University, teaching Tax Accounting.

JEFF KUMMER

Jeff Kummer Jeff Kummer is a Director of Tax Policy at Deloitte Tax LLP. He has over 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the U.S. deficit and prospects for fundamental tax reform. His Capitol Hill experience includes working on tax and budget issues for former U.S. Senator and Senate Finance Committee member Steve Symms, R-Idaho. Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.

ROBERTA MATUSON

For more than 25 years, Roberta Matuson, president of Matuson Consulting, has helped leaders in Fortune 500 companies, including Best Buy, New Balance, Price Chopper and The Boston Beer Company, achieve dramatic growth and market leadership through the maximization of talent. She is known globally as “The Talent Maximizer®.” Roberta is the person that top employment site Monster and global retail giant Staples turns to for advice on talent. She is the author of the international best-seller, Suddenly In Charge: Managing Up, Managing Down, Succeeding All Around (Nicholas Brealey, 2011), a Washington Post Top 5 Business Book For Leaders and the newly released, Talent Magnetism (Nicholas Brealey, October 2013). She is also an expert blogger for Fast Company and Forbes. Roberta is one of a handful of people who have appeared as a guest of Bill O’Reilly’s on Fox’s O’Reilly Factor, and who left the show unscathed.

ANDY OBUCHOWSKI

Andy Obuchowski Andrew Obuchowski is a Director with McGladrey’s Security & Privacy Consulting group in Boston. As an industry leader and expert in his field, he provides services and solutions for clients in preparation of and in response to matters involving data breach investigations, cyber security and incident response, digital forensic analysis, and intellectual property theft. Andy possesses more than 19 years of experience, including 12 years of law enforcement investigative knowledge, instruction at numerous police academies, and membership in several computer and financial crime task forces in Massachusetts. He is currently an adjunct professor of criminal justice at Anna Maria College in Paxton, Mass., where he developed and teaches graduate and undergraduate programs in information security, computer forensics, and computer crime investigations. Prior to joining McGladrey, Andy was a leader with Navigant’s Legal Technology Solutions group overseeing matters and developing business relationships, project plans and policies/procedures surrounding data privacy and digital forensics. He also managed teams responsible for data breach investigations, complex digital forensic collections, network vulnerability and rapid security assessments. Andy also consulted on global matters relating to information security, digital forensics, and e-Discovery with Kroll's Secure Information Services and Computer Forensic Consulting practice.

TOM SBORDONE

Tom Sbordone is the Managing Director Large Corporate Sales Team Manager at BMO Harris Equipment Finance Company. His responsibilities include building out and managing a team of “large corporate” equipment finance sales professionals concentrating on both in-footprint and out-of-footprint clients and prospects. Tom joined BMO Harris Equipment Finance Company in September of 2012, having previously spent several years in a senior marketing/sales role with PNC Bank’s Equipment Finance unit. Tom has over 28 years of equipment finance experience focused on direct origination/new business development in the “large corporate” space. Tom has had a distinguished career and success both as a sales relationship manager and in executive sales management. Prior to PNC Bank, Tom held positions with National City, ICX Corporation (part of Charter One Bank), ATEL Capital Group and American Finance Group. Tom is a graduate of Northeastern University in Boston with a BS in Business Administration (Finance concentration). He serves on the Board of the Schwartz Center for Children in North Dartmouth, MA.

JOHN SCHEFFLER

John Scheffler, Senior Client Service Partner, has 34 years of experience with Deloitte & Touche LLP and is based in San Francisco. He was the Managing Partner of Deloitte’s retail & distribution audit practice from 2005-2013. John also serves as Lead Client Service Partner, Advisory Partner or Engagement Quality Control Review Partner of large public consumer business companies. He has broad experience in Securities and Exchange Commission and other accounting and reporting requirements including initial public offerings, debt and equity registrations, and foreign statutory audit filings. John holds a Bachelor of Arts degree in Accounting from the University of St. Thomas in St. Paul, Minnesota.

JUD SNYDER

Jud Snyder is the President of BMO Harris Equipment Finance Company (BHEFC). He has been with the organization for 19 years and has held a number of credit, sales and related management roles of increasing responsibility including two years as National Sales Manager from 2007-2009 and one year as Head of Specialized Industries for M&I Bank in 2010. Jud served three years on the Equipment Leasing and Finance Association’s Board of Directors and is currently serving as the Treasurer of the Board. He serves on the UWM Lubar School of Business Advisory Council, the Milwaukee Ballet Board of Directors and is on the Board of Trustees with the Milwaukee Art Museum. He graduated from the University of Wisconsin - Madison in 1994 with a BA in Economics and Russian Language.

KEN TUCHMAN

Ken Tuchman has 35 years of experience as an investment banker with transaction experience in excess of $200 billion. During that time, Ken has been active in the food retail sector, and has completed strategic transactions with, among others, 99Cents Only, Wal Mart, Pathmark Stores, Stop & Shop, Ralph’s, Von’s, Bruno’s, Sessel’s, Borman’s, and K-Mart. In addition, Ken served as a Board member of Demoulas Supermarkets. He currently is a Vice Chairman at BMO Capital Markets, and is a senior advisor to the Food, Consumer & Retail team. Prior to BMO, Ken was Vice Chairman at Bank of America/Merrill Lynch focused on investment banking in the consumer and retail sector. Previously, he was Chairman of Global Banking for the Americas at Dresdner Kleinwort Ltd. (Wasserstein Perella Group). Prior to Wasserstein, Ken spent more than 16 years at Lehman Brothers where he was a Managing Director and Co-Head of the Global M&A Group. Ken has experience in all phases of advisory work including acquisitions, divestitures, take-over defense and restructurings. He is also a veteran Board member, who has worked with management teams to facilitate growth, funding and competitive positioning via build, buy and sell strategies. Ken holds an MBA from The Wharton School at the University of Pennsylvania, a J.D. from The Law School at the University of Pennsylvania and a B.S. from State University of New York in Buffalo.

HANNAH WALKER

Hannah Walker joined FMI as a Director, Government Relations in March 2012. She handles banking, SNAP, WIC Payment Data Security, and other payments issues for FMI. Prior to joining FMI Hannah spent three years as Legislative Director for then House Agriculture Committee member Congressman Tom Rooney (R-FL). Hannah handled the Congressman’s agriculture, judiciary, energy and environment portfolio. Hannah joined Rooney after working for the State of Florida and former Congressman Mark Foley for several years, where she also handled agriculture and energy issues. Hannah started her political career at the National Republican Senatorial Committee in 2001 and then moved to the National Republican Congressional Committee for the 2004 cycle. Hannah is a native Tennessean; she received her Bachelor’s degree from Middle Tennessee State University and Law Degree from the University of Memphis and is a member of the Tennessee Bar.

JEREMY WATKINS

Jeremy Watkins is a member of Ernst & Young’s Business Tax Services team in Atlanta, Georgia. He focuses on federal income tax planning for companies throughout the southeast region with a specific emphasis on tax accounting methods, revenue and expense recognition, and the capitalization, depreciation, and amortization of tangible and intangible property. With over 15 years of public accounting experience, Jeremy has served clients across industries including, retail, manufacturing, automotive, information technology, real estate, utilities, and financial services. His background includes planning and consulting related to federal income tax, employment tax, and state and local tax. Jeremy has served in EY’s National Tax Department in Washington, DC as a member of the Federal Tax Services team. He is a member of several EY national teams including the National Tangible Property Regulation team and the National Accounting Methods. He has also worked extensively with the Internal Revenue Service (both with local examining agents and with the IRS National Office in Washington) to defend client tax positions and negotiate settlement positions. He received a Bachelor of Science degree in Theoretical Mathematics from Bob Jones University in Greenville, South Carolina and performed post-graduate studies in Business Law and Taxation from Georgia State University. He is a CPA and member of the AICPA.

DEBORAH WEINSWIG

Deborah Weinswig is the Chief Customer Officer of Profitect. Prior to Profitect, Deborah was the Global Consumer Discretionary Sector Head for Citi Research and also leads the retailing/broadlines and food & drug chains teams. She recently received ICSC’s Researcher Award for Outstanding Service and was recognized as one of the 36 Best Analysts on Wall Street by Business Insider. For eight of the last ten years, Deborah has received the first place ranking for retailing/department stores and broadlines. She has also been awarded either third place or runner up in retailing/food & drug. Prior to joining Citi, Deborah covered supermarkets, drugstores, discounters, clubs and food distributors at Bear Stearns and was a member of the Global Strategy Team at Morgan Stanley.

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