Why Finance Transformation is Top of the Boardroom Agenda

November 5th 11:00 AM EST

Virtual Roundtable Discussion

Leadership teams are pushing their finance leadership teams to focus more on providing strategic insight to guide critical business decisions.  To do this, the finance organization must adapt to reimagine their organizations. 

COVID-19 has accelerated the need for quick, accurate data and forecasts to navigate the chaos while also identifying a sustainable growth trajectory. 

Finance transformation is a strategic imperative. Leading CFOs are rethinking people, process, and technology to support their businesses’ changing priorities with connected, data-driven decisions. 

Join this virtual roundtable to discuss how finance can become a change agent across the enterprise by:

     • Realizing the promise of digital, data, and analytics to reimagine the finance function

     • Improving customer, supplier, and user experiences 

     • Enabling connected planning and developing strong partnerships, internally and externally

     • Bringing in new talent and reskilling teams to adapt their roles to change

Register Here

Meet the speakers

Katie Stein

Chief Strategy Officer & Global Business Leader, Enterprise Services

As Chief Strategy Officer, Katie leads the development and execution of Genpact’s corporate strategy, including the company’s focus on priority service lines and the realignment of its product and solution portfolio. She also is a leader in Genpact’s merger and acquisition activities. 

As Global Business Leader of Genpact’s Enterprise Services, she leads the company’s core services portfolio encompassing all industries, including finance and accounting, order management, source to pay, supply chain, and enterprise risk. She also leads Genpact’s strategy in Experience.

During her 20-year career, Katie has developed deep expertise in strategy, corporate development and change management. She has worked with start-ups, a strategy consulting firm, and Fortune 500 environments to create, build and drive strategies to grow revenue, enhance shareholder value, and drive market leadership.

Carolyn Isaacs

Global Director, Finance Transformation, dentsu International

Carolyn is Global Director of Finance Operations and Transformation at dentsu International, with accountability across shared services, operational finance, and functional technology.She is a Finance and Business Services leader, experienced in strategy, transformation, and operations management, in the Consumer goods and Advertising and Marketing Services sectors. 

She built her career at Diageo plc, in a range of finance roles, including FD roles on the demand and supply side of business, leading to a focus on finance transformation, leveraging shared services, process effectiveness and improved controls. She has worked across functions, extending her leadership to head up Global HR Services, process and systems, and leading Technology project implementation at regional and global level. Recognised for delivery from conceptual framework, through orchestration, implementation and managing teams to deliver significant transformation. She is an experienced Pension Trustee and Audit Chair for the Diageo UK scheme, qualified accountant (FCCA) and MBA.

Kimberly Lechner

SVP Finance & Controller, Finance Transformation, Retail Business Services, An Ahold Delhaize Comapny

Kim is an SVP Finance, Controller, and Finance Transformation at Retail Business Services, an Ahold Delhaize Company, supporting the entire US division, which has $45B+ in grocery sales in the U.S. The US brands include Hannaford, Stop & Shop, The Giant Company, Giant Food, Food Lion, and Peapod Digital Labs.  

Previously, Kim has held Finance VP roles across retail and technology sectors since 2005. A senior finance executive with over 30 years of innovative, results-oriented experience in public accounting, controllership, internal audit, financial planning and analysis, M&A and global finance operations.  A decisive business leader and tenacious problem solver with excellent communication, influencing, coaching, relationship and team building skills. Her specializations include global leadership, innovation, disruptive change, and building high performing teams.  Her business acumen and global experience, along with her public accounting (Audit and Tax) background have helped drive sustained transformation for multiple Fortune 500 companies.

She holds a CPA (formerly Chartered Accountant in Canada) in Canada and the U.S.

Timothy Golden

Senior Vice President Controller & Principal Accounting Officer, Capital One

Tim Golden is Senior Vice President - Controller and Principal Accounting Officer for Capital One, a Fortune 100 company headquartered in McLean, Virginia. In this role, he is the Accountable Executive leading the company’s On Demand Finance (ODF) Automation initiatives. Mr. Golden serves as a member of Capital One’s Global Finance Senior Leadership Team and has responsibilities for all financial and regulatory reporting activities of the Corporation. 

Mr. Golden is a seasoned financial services executive with more than 25 years of experience. Mr. Golden joined Capital One in 2017 from PwC, where he served as an Assurance Partner in the company’s Banking and Capital Markets practice.   

Mr. Golden holds bachelor of science degrees in both Economics and Accounting and an MS in Financial Planning.  

Edward J. Fitzpatrick

Senior Vice President & Chief Financial Officer 

Ed Fitzpatrick joined Genpact as Chief Financial Officer (CFO) in July 2014.

Ed is a seasoned executive with over 30 years of experience. Prior to joining Genpact, he was Executive Vice President and Chief Financial Officer for Motorola Solutions Inc. (NYSE: MSI) for three years. Prior to this, Ed was the Chief Financial Officer of Motorola, Inc. for two years and helped lead the spin-off transaction that resulted in two separately traded public companies, Motorola Solutions and Motorola Mobility.  During his 15-year tenure with Motorola and its predecessors, Ed was responsible for a wide variety of critical activities including financial strategy, divisional finance leadership, financial planning and analysis, controllership, investor relations, capital markets, operational finance, treasury, M&A, IT and Information Security. Prior to Motorola, he worked for General Instrument Corporation and Price Waterhouse, LLP.

Ed currently serves on the Board of Directors of Cboe Global Markets (symbol: cboe), based in Chicago, where he serves as the Chairman of the Compensation Committee and is a member of the Risk and Executive Committees. He previously served as Chairman of the Audit Committee and a member of the Finance Committee.  He joined the Cboe Board of Directors in 2013.

Ed received a master’s degree in business administration from the Wharton School of Business in 2005 and a bachelor’s degree in accounting from Pennsylvania State University in 1988.  Ed earned his CPA certification in 1990.

Genpact (NYSE: G) is a global professional services firm that makes business transformation real. We drive digital-led innovation and digitally-enabled intelligent operations for our clients, guided by our experience running thousands of processes primarily for Global Fortune 500 companies. We think with design, dream in digital, and solve problems with data and analytics. Combining our expertise in end-to-end operations and our AI-based platform, Genpact Cora, we focus on the details – all 90,000+ of us. From New York to New Delhi and more than 30 countries in between, we connect every dot, reimagine every process, and reinvent companies’ ways of working. We know that reimagining each step from start to finish creates better business outcomes. Whatever it is, we’ll be there with you – accelerating digital transformation to create bold, lasting results - because transformation happens here. Get to know us at Genpact.com and on LinkedIn, Twitter, YouTube, and Facebook.