Kelvin LiDirector, Controls & Business Processes, APAC
The Mira Hong Kong
"With the consolidation of financial, technological innovation and manufacturing resources, the Greater Bay Area will become one of the most competitive bay areas in the world, with foreign enterprises attracted and national competitiveness enhanced."
Benjamin Hung Pi Cheng, Chief Executive - Greater China and North Asia, Standard Chartered Bank
About the Forum
The "Greater Bay Area" blueprint, that was recently made public, will develop 11 cities in Southern China - including Hong Kong and Macau - into a world-beating innovation hub with a US$1.5 trillion economy to rival those of San Francisco and Tokyo Bay by 2035.
With a commitment of over HK$100 billion (US$12.7 billion) has already been allocated, the area already forms the regional fulcrum to the Belt and Road Initiative. The size, economic potential and interconnectivity of the area will bring huge economic benefits to Hong Kong, creating unprecedented opportunities for a wide range of sectors.
In exciting time like these, how can CFOs leverage the opportunities to further stimulate new growth, enhance customer experience and create more intrinsic value for their enterprises? What financial planning strategies and policies should CFOs employ, to take full advantage of a large and integrated market? What can CFOs do to risk-proof their businesses against escalating uncertainties such as U.S.-China trade conflicts and how can they efficiently identify new trends in technological innovations to assist them tide over challenges?
Join us at the 10th CFO Innovation Hong Kong Forum 2019, where we gather more than 50 cross-industry finance experts, to share insights, as well as the latest trends and best practices in finance function - to navigate the changing business landscapes, explore new horizons and to drive agile competitiveness.
Who Should Attend?
CFOs, MDs, VPs, Directors, GMs, and Senior Managers, involved in:
The modern CFO must deal with increasing regulatory requirements and rising data complexities, which can take you away from being strategic-focused to simply being compliant-focused. At the same time, you must find ways to do more with less. This session will show you how CFOs can leverage cloud technology to focus on the more important organizational questions of “Why?”, “What if?”, and “What's next?”.
Seamless Migration to Tech-Assisted Financial Planning and Analysis
Tackling Enterprise and Fraud Risks through Integrated GRC Management
Filling the Efficiency and Visibility Gaps in FP & A: How RPA Integration Could Drive Better Control
Are Your Skills on Par with Your Ambition?
[PANEL DISCUSSION] Aligning Enterprise Objectives with Inherent Financial Strength and According to Market Trends: Lessons for the Region and Major Industry Sectors
[PANEL DISCUSSION] Managing Third-Party Contracts and Compliance in a Changing Regulatory Environment
The Vital Role of Finance in Digital Transformation
Finance Transformation to Modernization: The Business Value of Financial Transformation Platform to the Office of the Finance
As enterprises continue to become more digital, finance will become increasingly dependent on automation and analytics to deliver real-time, clear, actionable and forward-looking insights. As the Office of Finance evolves into a more strategic, forward-looking and business-focused role, the need of a unified platform with analytical and data management capabilities that extend the reach and impact of financial planning, operational planning, and profitability analysis are becoming more critical and essential.
• Trends driving the modernization of finance
Unraveling Data with Advanced Analytics: Leveraging Business Intelligence Tools in Strengthening Your Strategic Planning
Going the Extra Mile: Creating Savings Without Hurting Traveller Satisfaction
The question, “Did you enjoy your trip?” may not be top of mind for senior finance and procurement managers, but it should. Traveller satisfaction is often overlooked in a travel program when it comes to savings, even though it plays a striking, if indirect, role in business outcomes.
With the pressure of creating savings within travel, finance leaders often default to tightening policies which lead to unhappy travellers. Learn how travellers’ satisfactions affect your company’s bottom line and the tactics you can apply to your travel program to create extra savings without impacting traveller satisfaction.
Maintaining Capital Liquidity and Availability: Best Practices in Prudent Cash Conversion Cycle (CCC) Management
Understanding Financial Crimes: Why and How Financial Statement Frauds Go Undetected for Long
Achieving Higher Levels of Sustainability Reporting: a Case Study
Amazon Papyrus Chemicals
Association for Financial Professionals
Bureau van Dijk
Citi Hong Kong
Citi Hong Kong
Express Luck Group
KC Maritime Group
Li & Fung
Luen Thai Holdings Ltd
McDonald's Hong Kong
Octopus Cards Limited
Ogilvy & Mather
Orient Overseas Container Line (OOCL)
Roche Pharmaceutical Hong Kong
S. Culture Holdings (BVI) Limited
Swiss Re Institute
Television Broadcasts Limited (TVB)
Wolters Kluwer | CCH Tagetik
* Top 7 reasons why you should Sponsor *
1. Interact with Key Buyers, influencers and decisions makers from across the Asia Pacific Region
2. Generate quality leads at you network directly with your targeted audience through this curated event
3. Increase your business opportunities with ease in the Asia Pacific Region
4. Achieve business growth through the multitude of opportunities made available to you
5. Amplify your brand positioning to create Top-of-Mind-awareness among senior industry executives
6. Enjoy a wide reach as your company brand and solutions are amplified at this strategic platform
7. Succeed in engaging your targeted audience through an array of customizable sponsorship packages
Clarence is the Chief Economist for Swiss Re in Asia. He is also the Asia Regional Head of Swiss Re Institute. He leads a team of researchers based in Hong Kong, Beijing and Bangalore to provide Swiss Re and other stakeholders with economic and insurance insights, as well as research on emerging risk landscape in Asia. At the same time, his team contributes to Swiss Re’s sigma, the regular insurance industry report that is considered a “must-read” for anyone interested in the sector. Clarence joined Swiss Re in early 1999 as a senior economist in the former Economic Research and Consulting department. Prior to that, he spent 9 years at HSBC’s economic research department and worked with Price Waterhouse in its management consulting arm, and in the R&D department of Hutchison Trading Ltd. Clarence has a Master degree in Economics from the University of Hong Kong.
Keith Chan is currently the VP and CFO at McDonald's Hong Kong, backed by reputable shareholders including CITIC Group, Carlyle Group and McDonald's Corporation. Prior to McDonald's, Keith held senior finance positions in multiple top tier MNCs and global industry leaders, including Maersk, Volkswagen AG, Walt Disney, Philip Morris International, Swire Pacific Group and Sun Hung Kai Properties Group. In 2014, Keith was awarded the honor as the "CFO of the Year - Excellence in Technology Innovation" by CFO Innovation Asia, marking an important milestone of his progressive career. Keith accomplished executive programs at various prestigious institutions including Harvard, IMD, INSEAD and The University of California, Los Angeles (UCLA). Keith also holds an MBA Degree from The Hong Kong University of Science and Technology (HKUST) and a Bachelor Degree in Economics from The Chinese University of Hong Kong (CUHK). In addition, Keith is a Certified Public Accountant in both the U.S. (AICPA) and Hong Kong (HKICPA).
Joerg Kornblum has a Master’s Degree in Business Administration and Mechanical Engineering from the University of Darmstadt in Germany.
From 1991 – 2002, he has held various senior management positions at The Freudenberg Group, starting in the Group Controlling, heading the Group’s Reporting, Budgeting and Market Information Departments, working on several M&A projects and as General Manager of Freudenberg & Vilene International Limited in Hong Kong from 1997 to 2001. Joerg joined TMS Group, a Business Division of Luen Thai Holdings Ltd., in the capacity of CFO in 2002 before becoming the Business Unit Head of TMS Group as Executive Vice President. In April 2017 he was appointed as the CFO of Luen Thai Holdings Ltd. (HKSE 0311).
Marc Hellmann is CFO and Member of the Executive Management of OSM Global based in Hong Kong. OSM makes ,awesome, on-trend retail-ready products for global brands. OSM services includes consumer driven design, product development and scalable production with retail packaging capabilities for mobile accessories and display solutions. OSM is located in Northern Europe, United States and South East Asia. Marc joined OSM in beginning of 2014 to initiate and drive the change and turnaround process. Marc is German passport holder and holds degree in Law & Economics from University in Essen and an Executive MBA. He has worked 13 years for ThyssenKrupp in Germany, USA and China in Senior Finance and Controlling positions and as Project Manager for the Executive Board on a strategic assignment. Before he joined OSM, Marc was CFO for ThyssenKrupp Elevator based in China.
Jeffrey L. Obermayer has a Bachelor of Science degree (Hons.) in Business Administration and a Master of Science degree in Accounting from the Illinois State University in Illinois, United States. He also holds a Master of Business Administration degree from the Northwestern University in Illinois, United States. He is a member of the American Institute of Certified Public Accountants, the Institute of Management Accountants and the Institute of Internal Auditors. Prior to joining the Group in 2010, he had 28 years of experience with BorgWarner Inc. in the United States and Germany, where he held a variety of senior executive positions in finance, business development, treasury and enterprise risk management, capital markets, pension plans and accounting. Prior to his last position there as Vice President & Controller, Principal Accounting Officer, he was Vice President & Treasurer. He also worked with Arthur Andersen & Co. in Chicago, Illinois, United States
Horace Ma Chun Fung is the CFO of S. Culture Holdings (BVI) Limited, a major operating subsidiary of S. Culture International Holdings Limited (stock code: 1255). Horace is a seasoned accountant with extensive experience in corporate finance, corporate governance, risk management and internal control. Mr. MA is a CPA in Hong Kong. He is also a fellow member of ACCA. In addition, he has obtained the qualifications of CIA and CCSA registered with the Institute of Internal Auditors. Horace is currently an independent non-executive director of Ming Fai International Holdings Limited (stock code: 3828) and had been executive director or independent non-executive director of various listed companies in Hong Kong. Horace has active participation in the affairs and activities of the accountancy profession. He is currently volunteering in various committees and working groups of various professional accountancy bodies and public organisations.
Andrew Ip is the Chief Auditor of Octopus Cards Limited, which developed and operates the Octopus payment and ticketing Stored Value Facility (SVF) system commonly used in Hong Kong and internationally.
He has substantial auditing and consulting experiences in major international banks in Hong Kong and overseas, in telecommunication company, and in international certified pubic accounting firms.
He has served in various professional organizations, and has held a number of official positions for the Hong Kong Institute of Certified Public Accountants, CPA Australia, and the Information Systems Audit and Control Association (ISACA). Andrew is a FCPA, FCPA (Aust.), CIA, CRMA, CISA, CISM.
Dr. William Wing-Yan Lo is currently the Chairman of Captcha Media (a digital marketing and strategy agency), OtoO Academy Limited (a new retail advisory platform) and Strategenes Limited (a financial and strategy advisory firm) in Hong Kong. He also serves as an independent non-executive director on the board of a number of Hong Kong publicly listed companies, including Television Broadcasts Ltd (SEHK: 511), CSI Properties Ltd (SEHK:497), SITC Int’l Ltd (SEHK:13308), JingRui Holdings Ltd (SEHK:1862), Hsin Chong Group Holdings Limited (SEHK: 404) and Brightoil Petroleum Holdings Limited (HKSE:0933), as well as New York Stock Exchange listed Nam Tai Property, Inc. (NYSE:NTP).
Dr. Lo started his business career at McKinsey & Company and had subsequently held various top management posts at HK Telecom, Cable & Wireless plc, Citibank, WPP plc, China Unicom, I.T Limited, South China Media Group and Kidsland International Holdings Ltd. He is renowned for being the founder of Netvigator, the largest Internet business in Hong Kong, as well as iTV (the predecessor of NowTV), the first interactive and on-demand TV service in the world. In 1996, he was selected as a “Global Leader for Tomorrow” by World Economic Forum. In 2000, he was selected as one of the top 25 Asia’s Digital Elites by the Asia Week magazine.
Dr. Lo has held numerous Government appointments during his career and is currently a member of the Cyberport Advisory Panel and a Member of the Hospital Governing Committee of HK Red Cross Blood Transfusion Service. He is a Founding Governor of the Charles K Kao Foundation for Alzheimer's Disease as well as The Independent Schools Foundation Academy, one of the most well-known independent schools in Hong Kong. He has also been the Chairman of Junior Achievement Hong Kong since 2013.
Dr. Lo obtained a MPhil degree in Molecular Pharmacology and a PhD degree in Genetic Engineering/Neuroscience, both from Cambridge University, UK.
Gretchen Goodall has over 30 years of experience in financial services, serving in various leadership roles across business and compliance. Gretchen leads Citi's Anti-Money Laundering (AML) efforts across Institutional Clients Group (ICG) and Consumer businesses in the region, and Consumer AML franchise in Poland, Russia, UAE and the United Kingdom. She is also responsible for providing strategic direction, governance and oversight to APAC AML Country Officers, Regional Cluster Heads and functional colleagues on the implementation of AML policies, regulatory requirements, processes, systems and procedures. Prior to AML Asia Pacific Region Head, Gretchen served as the Global Know Your Customer (KYC) Risk Head for Citi's Corporate & Investment Bank (CIB), and held other Senior Management positions throughout Citi.
Oonagh van den Berg is the APAC Audit Director for AML and Compliance at Citi Bank, covering 16 countries across the region and leading a team of 32 audit professionals. Originally trained as a lawyer, she has over 16 years’ experience in Regulatory and Financial Crime Risk Compliance functions, holding both local and regional head positions in various Financial Institutions in both Europe and APAC, working with numerous regulators. Her recent move into Internal Audit was driven by her desire to take her SME skill sets from the 2LOD and bring them to the 3LOD where they could be used as be part of developing a forward looking audit methodology.
Calvin Lim has over 20 years’ senior management experience, including two CFO roles of listed entities and group finance director of regional businesses. Calvin worked for Jardine Matheson Group for two decades before joining Amazon Papyrus Chemical in early 2016. During that tenure with the Jardine Group, he held senior finance and management roles in various business units such as Jardine Securicor (now G4S), Jardine Shipping, Tunas Ridean, Astra International and AstraGraphia. He has resided and worked in 4 different countries - Malaysia, Hong Kong, Singapore and Indonesia. Calvin graduated from Warwick University, UK in Accountancy and Financial Analysis, and qualified as a Certified Public Accountant with PriceWaterhouse. He attended Advance Management Programme in Insead and is also a Board Member of HK Insead Alumni Association.
Kelvin Li has over 15 years of experience in controls and process enhancements. Besides leading the controls and business processes function for Asia at AECOM, he also played a key role in shared services center establishment, organization and process enhancement, and shared services center outsourcing. Kelvin is a Certified Public Accountant (CPA), a Certified Internal Auditor (CIA) and a Certified Information Systems Auditor (CISA).
Emma Martin is a qualified Chartered Accountant who has spent almost 20 years in the marketing and communications industry. She is currently Regional Finance Director for Ogilvy in Asia Pacific and has lead projects and teams across finance, talent/HR, IT and operations. She partners with business leaders, teams and clients to develop business strategy, enhance processes, inspire teams, drive change and help turn ideas into growth. Emma is also a FT Non-Executive Director Diploma alumni, is on the Finance Committee for Habitat for Humanity Hong Kong and is an active supporter of The Women’s Foundation.
Helen Leung is the Finance Director at PizzaExpress (Hong Kong) Limited. She oversees finance, IT and supply chain of the Hong Kong and Singapore operations. She previously worked for various regional roles at Ralph Lauren and Wrigley. Helen received her BBA degree from the University of Hong Kong, MBA degree from the Hong Kong University of Science and Technology and LLM degree at the University of Hong Kong. Helen holds CPA and FRM charters.
Tin Ha, CPA (AUST.), is currently the Finance & Operations Director for Hong Kong, Macau & Philippines markets across financial controlling, accounting, business insights, procurement, supply chain, digital innovation and compliance functions. Prior coming to Hong Kong, Tin held various senior finance positions in Switzerland, Singapore and China in Roche since 2012. Before joining Roche, Tin also worked in Chemical, FMCG and government entity in Australia and China.
Guru Balasubramaniam is the Head of Finance for Rentokil Initial Hong Kong and Macau, a global leading Pest Control and Hygiene business. Guru has worked throughout the Rentokil Initial HQ offices in Netherlands, UK and Belgium before joining the Asia team. With a finance and engineering background he is keen on embracing new technology to streamline and transform processes in order to support the business goals. Being a business partner he is keen on providing solutions and landing key innovations to maintain sustainable growth for the business.
Karena Belin, CEO of WHub and COO/CFO of AngelHub, is passionate about helping startups succeed, to drive wealth and economic growth. Prior to this, she has worked 15 years for Procter & Gamble in various roles including Finance, Sales and Strategy across Europe, North East Asia and Greater China. She has been passionate about entrepreneurship and is a leader in the startup scene. She currently acts as speaker, mentor and judge at events and organisations such as the APK (Asia Pacific Conference of the German Industry), Chicago Booth GNVC, Google EYE, RISE Conference and Web Summit, Jeju Peace and Prosperity Conference, FinTech Valley Vizag India, Techsauce Thailand, Tech Open Air Berlin, IFLR, Nexchange, Techstar’s Startup Weekend HK, global YPO YNG+ and more. Karena is also a member of the Global FinTech Core Group at the Government of Andhra Pradesh, Ex-Com member of The Indus Entrepreneurs Network (TiE) HK, member of the FinTech Association of Hong Kong (FTAHK), President of the board of the parent organisation (PFO) at Hong Kong International School, as well as driving diversity and inclusion as board member of WOW at the American Women’s Association. Karena holds a double diploma in business and administration from the
University of Mannheim and the MBA business school ESSEC in Paris.
Having worked in Auditing, M&A Advisory and as an adjunct professor in Accounting and Finance, Wolfgang is a well experienced finance and accounting professional across Europe and Asia, who has earned his MBA from HKUST Business School and is a CPA. He has gained extensive entrepreneurial experience, first as founder/CEO of education consulting and production firm ED.PRES Ltd and as CFO of Hong Kong’s leading beauty booking platform, BloomMe. Within BloomMe, Wolfgang is primarily tasked with Investor search, negotiations, and relations. He also oversees accounting, treasury, financial planning and budgeting.
Erik Saito is General Manager of Asia Pacific at Workiva, based in Singapore. Prior to joining Workiva, Erik was Vice President Finance and ANZ at Ingredion Inc. (NYSE: INGR), where he was the CFO of the Asia Pacific Region and also held executive management responsibility for Ingredion's Australia and New Zealand business units. Before joining Ingredion, Erik was the Vice President of Investment Banking M&A at J.P. Morgan Securities Inc.
Andy Watson is Senior Vice President & General Manager of Asia Pacific Japan (APJ) and Greater China for SAP Concur. In this role, Andy is responsible for leading the sales and operations team and accelerating the growth of SAP Concur’s business in APJ and Greater China. He is focused on helping customers automate and integrate travel, expense and invoice processes and enabling their business to run better as an intelligent enterprise.
Andy is a 30-year veteran in the IT industry, with a strong background in finance. Since joining SAP in 2003, he has held global and regional leadership roles across several board areas. Andy was most recently the Chief Operating Officer of SAP Cloud APJ, where he was instrumental in growing the adoption of SAP cloud strategy and increasing the cloud capability within SAP and the ecosystem. Prior to this role, Andy led the APJ business for SAP SuccessFactors where he drove sales, customer engagement and collaboration across the business.
Andy has an extensive experience working with CFOs and finance leaders, and a deep understanding of the needs of the customers in the region. Previously, Andy served as the Chief Financial Officer for SAP Field Services and SAP HANA Enterprise Cloud at SAP’s global headquarters in Walldorf, Germany.
Sourav Seksaria, Finance Director and Business Partner, Coats China, has 19 years' experience working in Asia, North America and Europe in textiles, steel and mining, pharma and insurance sectors in the area of finance, accounting, ERP implementation, procurement and supply chain. SWA Magazine recognized him as one of the Top 10 CFOs in Indonesia in 2017. He is also a recipient of Coats Group CEO- JSR Coats Talent Award. Sourav is the Founder of CFO Club Indonesis, a community of 200 CFOs and Finance Directors in Indonesia.
After completing his Chartered Accountancy and Company Secretary from India, Sourav started his career with Reckitt Benckiser and then Novartis. In 2007 with a scholarship, he completed MBA from prestigious IE Business School in Madrid and joined Arcelor Mittal. After spending the last 6 years in Indonesia and Malaysia, Sourav now overseeing the finance functions of Hong Kong, China, Korea and Pakistan.
With 20 years of experience in business applications in the APAC region, Paul Lee is one of the pioneers in Cloud. Prior to Oracle NetSuite, he was with SAP for Cloud & Platform businesses in 2016-2018. He ran the specialist sales unit, being accountable for sales revenue, team and people development as well as overall business development. During 2013-2016, he held various ecosystem lead positions in Google. Prior to joining Google in 2013, he was with Microsoft for 10 years as the country leader for Microsoft. He took care of overall business development, partner development, customer advocate and sales business.
Aron Åkesson has 20 years of experience in treasury, starting in banking, then corporate treasury at Carlsberg of which his last 7 years was to establish and manage a regional treasury function covering Asia out of Hong Kong. Aron is now doing consulting projects to help companies improve their treasury. Being educated with master's degrees in both engineering and finance, he has an analytical mindset and a curiosity for technology. To keep up to date with developments, he has recently been developing his own crypto currency and done blockchain and machine learning programming.
Himashi Soriano is Managing Director, APAC, for the Association for Financial Professionals (AFP) based outside of Washington, D.C. in the United States. Soriano oversees operations in AFP's Singapore office, building customer relationships and developing partnerships within the Asia-Pacific region. Soriano has been an integral part of helping treasury and finance practitioners achieve their career goals through its training and Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis (FP&A) Professional programs for over 14 years at AFP. Soriano holds an MBA from Johns Hopkins University and previously served as Director of Business Development and Director of Sales, Strategy and Operations.
Amit Kumar Sureka has over 16 years of experience in a global corporate finance environment, having worked India, Dubai and Hong Kong. He is adept in delivering positive outcomes and sustainable gains, with an expertise in strategic planning and budgeting, internal audit and control, regulatory compliance, cost control and analysis, project finance, turnaround, automation as well as process improvement. He capitalizes on continuous learning, cross-functional team leadership and innovation to drive performance, accelerate revenue growth and profitability.
Thomas Whelan is the Asia Finance Director for ITE Group PLC. In this role, Thomas is responsible for the financial affairs of ITE's businesses and joint ventures which operate across China, India and South East Asia. His responsibilities include corporate finance, taxation, treasury, risk management and corporate governance through appointed board directorships in ITE companies.
Before joining ITE Group, Thomas worked at JLL where he held the position of Finance Director in JLL's Integrated Facilities Management business. He was responsible for the financial performance of key client accounts from the global banking sector which encapsulated both corporate and client accounting functions. Prior to working at JLL, Thomas held the position of SVP, Asia Telecoms Strategic Sourcing at Citi and various finance roles at Optus, British Telecom and Vodafone.
Thomas has a versatile breath of 20 years industry experience across Europe, Asia and Australia. Thomas holds a MSc in Finance Degree from University College Dublin and is a member of the Chartered Institute of Management Accountants, Certified Public Accountants (AUS) and the Australian Institute of Company Directors.
Ken Kuguru brings over 18 years of global experience in Asia, the U.S. and Emerging Markets. Ken worked for Philips Electronics in Asia for 10+ years, based out of Shanghai and Singapore. At Philips, Ken served in the Philips Consumer Lifestyle Division as the Commercial Head of Kitchen Appliances for Greater China (including Taiwan & Hong Kong), and as the APAC Regional Marketing Director for the Philips Consumer Lighting Division, he covered the ASEAN countries, China, India, Japan, Korea and the Pacific region. Prior to living in Asia, Ken was a Global Product and Marketing Manager for the DuPont Company based in Delaware, USA. He has also worked as an FMCG & F&B professional in the East Africa Region for over 5 years.
Ken is a native English speaker, fluent in Mandarin and conversational in Swahili. He is a Singaporean-Kenyan American Citizen and a 2003 graduate of the Michigan Ross School of Business. Ken is an avid, albeit it high-handicapped, golfer.
Terry Smagh has been Senior Vice President of Asia Pacific and Japan at BlackLine, Inc. since March 2018. He is responsible for spearheading the company’s ongoing regional growth strategy including working with partners to accelerate customer acquisition.
Terry comes to BlackLine with nearly 20 years of experience in financial software, business intelligence and data analytics having held senior APAC positions with leading organizations including Hyperion, IBM, Informatica and Qlik.
Most recently, Terry was executive leader for IBM Asia-Pacific’s cloud and analytics business where he was responsible for supporting partner development and overall enterprise sales momentum in hybrid cloud software, cloud services and analytics solutions. Prior to that, he was managing director and vice president for Asia at Qlik where he successfully developed customized enterprise sales, channel and marketing operations models across the region and accelerated new office openings in key APAC business centers.
Simon Kong as over 20 years of combined in-house information management and practical consulting experience across industries. Since joining RGP in 2007, he has led multiple consulting initiatives on CFO services, business process reengineering, digital transformation and robotics process automation.
Prior to joining RGP, Simon was a managed services account executive at Computer Sciences Corporation (CSC), leading project consultants to deliver professional services for global clients. Simon also held several IT management positions at Sun Microsystems Inc. where he ran global and regional projects on process improvement, organization transformation, and business solution implementation—both within IT and across business units.
Simon holds an MBA from the Hong Kong University of Science and Technology, a Master of Science from the University of Southern California, and a Bachelor of Science from the University of California, San Diego. Simon is a CISA and CGEIT.
Lee Tik Kee is currently the Group Global CFO of Express Luck Group, a multinational manufacturing group with production bases in 4 regions. Prior to his current role, Tik Kee was the Head of Chairman International Management Office and Head of Group International Business of Ningbo Powerway Group. He has extensive experience in global strategy and general management, business turnaround, business transformation, reorganisation and synergy, post-merger integration and M&A across Europe, North and South America, Asia and Africa. He is also a member of the FCCA, CPA, CTA-HK and EMBA-Global Asia 21 from London Business School/Columbia/HKU.
Tim Wakeford is responsible for setting the strategic direction of Workday’s financial products in EMEA & APJ. Prior to joining Workday in 2017, Tim served as Finance Director on the UK Boards of Cushman & Wakefield, and previously, Willis Towers Watson. Tim has held executive level positions in the finance departments of both private and public sector organisations. Tim is a member of the Chartered Institute of Public Finance and Accountancy (CIPFA) and holds a BA in Politics and Government from the University of Kent.
Benny Kesuma is the Head of Risk Solutions - APAC at Bureau van Dijk, a Moody's Analytics company. He is responsible for strategy, human capital development and overall revenue in the credit and procurement risk space across corporate and financial institutions.
Prior to this, he led the sales function of a custom software solution in New York for the North America market. He is a frequent speaker at credit and procurement events and a member of the Australian Institute of Credit Management.
Benny graduated from Nanyang Technological University with a Bachelor of Engineering (EEE).
Jason Li is the APAC Finance Director for Lumileds, a global lighting solutions company specializes in automotive, mobile, IoT, illumination lighting applications. Prior to joining Lumileds, he has been working in information technology and telecom industry including 12 years in IBM. His experience is across accounting, controllership, internal audit, finance shared services, and business planning and analysis.
Throughout his career, he has worked and lived in different countries, including Canada, United States, Japan, Malaysia, and China.
He has a Bachelor of Commerce degree from University of Toronto, and is a member of CPA Australia and Chartered Professional Accountants of Canada.
Girish Muzumdar is the Solutions Architect & Pre-sales Director for CCH Tagetik covering the Asia-Pacific region. Girish works with the Office of Finance to help develop solution roadmaps for Budgeting, Planning, Forecasting, Statutory Consolidation, Financial and Regulatory Reporting.
Girish has more than a decade of experience in Enterprise Business systems (ERP, BI and CPM) – Solution Consulting, Pre-sales and Project Management. He has consulted numerous clients in Engineering & Construction, Utility, Professional Services, Oil & Gas and Consumer packaged Goods industry in Americas, Europe, Asia and the Middle-East. He takes an active interest in emerging technology trends and their impact on business. Girish has an MBA from the Nanyang Business School (Singapore) with a specialization in Strategy and a Bachelor of Engineering in Information Technology from the Mumbai University (India).
As the Vice President of Asia Pacific, Gabe Perez leads the strategy and go-to-market for Coupa APAC. Gabe is an industry speaker on critical and strategic areas regarding CPO, CIO and CFO strategy around Business Spend Management and continues to be part of strategic executive initiatives for the company.
Samson Lee (or Sam) is the Founder and CEO of Coinstreet Partners. He also co-founded STO Global-X, Asia Pacific Digital Economy Institute, Blockchain Centre of Hong Kong, Ethereum South China Community and Belt & Road TechFin Association. Sam is also the Chief Crypto-Economic Advisor of Gibraltar Blockchain Exchange and the Honorary Guest Lecturer and Fintech and Blockchain Committee of Hang Seng University of Hong Kong (EDC).
Prior, Sam held numerous senior management positions in internationally renowned companies. With over 20 years’ experience in TMET sector, he has proven success in commercializing various blockchain, digital and e-business projects. He advised the world’s first integrated blockchain and stock exchange with Gibraltar Stock Exchange, launched Ethereum community in Shenzhen, commercialized the world’s first 4G premium VOD service with China Mobile, launched Asia’s first VOD service with four major Hollywood studios, commercialized Asia’s first O2O E-commerce service with Li & Fung Group, launched the world’s first mobile e-wallet with PCCW, the world’s first Verified-By-VISA SMS payment service with VISA International and Bank of China, and the world’s first “charge-to-bill” mobile payment service with Hutchison Telecom.
Gary Zhang, Group CFO for QI Group of Companies, a diversified multinational, has 20 years of broad experiences in accounting, finance, capital market, investor relations, and administration in different countries and industries. Before he was promoted to Group CFO of QI Group, he served five years as Chief Financial Officer of QNet Ltd., an ecommerce direct selling company under QI Group. Before he joined QI Group, he worked three years as Chief Financial Officer of Sino Gas International Holdings Inc. Prior to Sino Gas, he worked for Smurfit-Stone Container Corporation (“Smurfit-Stone”) for 7 years where he started as the Plant Controller for Mansfield and Braintree plants based in Massachusetts, USA. Afterwards, he relocated to Hong Kong and worked as the Area Financial Controller of Smurfit-Stone' Asian operation. His past experiences also include working in public accounting firm, logistics Company and real estate company. Gary Zhang holds an MBA from Clark University, Massachusetts, USA, and a Bachelor of Science degree from Harbin Institute of Technology, Harbin, China.
Juwan Lee is an entrepreneur, VC, blockchain and fintech influencer, and investment professional with 30+ years of investment industry experience where he managed portfolios and organizations on behalf of multi-billion-dollar hedge funds, proprietary trading desks, asset management, venture capital, and family office firms.
Juwan is the Chairman and Group CEO of NexChange Group, one of the largest digital merchant banks in Asia focused on Blockchain, Fintech, Healthtech, AI and Smart cities. He is the Co-Chairman and Co-CEO of nexyst, the world's first digital fund marketplace. NexChange is also the main host for Hong Kong Blockchain Week.
For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. Today, NetSuite provides an integrated suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce, that is used by more than 40,000 organizations and subsidiaries in 199 countries.
For more information, please visit http://www.netsuite.com
Workiva, the leading cloud provider of connected data, reporting and compliance solutions, is used by thousands of enterprises across 180 countries, including more than 75% of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.sg.
BlackLine is a provider of cloud-based solutions that transform Finance and Accounting by automating, centralizing and streamlining financial close operations, intercompany accounting processes and other key F&A processes for organizations. Recognized by Gartner as a Leader in its 2018 Magic Quadrant for Cloud Financial Close Solutions and as a pioneer in the cloud market for enhanced financial control and automation. More than 2,600 companies around the world trust BlackLine to help ensure balance sheet integrity and confidence in their financial statements.
Bureau van Dijk, a Moody's Analytics company, captures and treats private company information for better decision making and increased efficiency. Its products combine data from regulatory and other sources, including over 160 information providers, to deliver the richest, most reliable private company information, corporate structures, beneficial ownership and deal information in the market.
Bureau van Dijk's Orbis database provides information on around 300 million private companies in all countries worldwide. Bureau van Dijk standardizes the content so it's easy to compare companies internationally. Orbis also incorporates powerful software and contemporary data visualisation tools to help users interrogate and manipulate the information for a range of research needs.
Bureau van Dijk helps users address specific business challenges via its range of Catalysts. These include:
- Credit Catalyst for both financial and corporate credit risk management
- Compliance Catalyst for compliance research including know your customer, third party due diligence and client on-boarding
- Procurement Catalyst for managing supplier-related risk
- TP Catalyst for tax and transfer pricing research
- M&A Research Catalyst for M&A research and valuations
Automation Anywhere is a leader in Robotic Process Automation (RPA), the platform on which more organizations build world-class Intelligent Digital Workforces. Automation Anywhere's enterprise-grade platform uses software bots that work side by side with people to do much of the repetitive work in many industries. It combines sophisticated RPA, cognitive and embedded analytic technologies. More than 3,100 enterprise customers use this AI-enabled solution to manage and scale business processes faster, with near-zero error rates, while dramatically reducing operational costs. Automation Anywhere provides automation technology to leading financial services, insurance, healthcare, technology, manufacturing, telecom and logistics companies globally.
For more information, please visit www.automationanywhere.com.
SAP Concur takes companies of all sizes and stages beyond automation to a completely connected spend management solution encompassing travel, expense, invoice, compliance and risk. Our global expertise, industry-leading innovation and dynamic ecosystem of diverse partners and applications unlock powerful insights that help businesses reduce complexity and see spending clearly, so they can manage it proactively. For more information please visit www.concur.com.sg.
Coupa Software is the leading provider of BSM solutions. We offer a comprehensive, cloud-based BSM platform that has connected hundreds of organizations with more than four million suppliers globally. Our platform provides greater visibility into and control over how companies spend money. Using our platform, businesses are able to achieve real, measurable value and savings that drive their profitability.
Kofax software enables organizations to Work Like Tomorrow™ – today. Kofax’s Intelligent Automation software platform helps organizations transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine RPA, cognitive capture, process orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability. Kofax provides a rapid return on investment for over 20,000 customers in financial services, insurance, government, healthcare, supply chain, business process outsourcing and other markets. Kofax delivers its software and solutions through its direct sales and services organization and more than 650 indirect channel partners and integrators in more than 60 countries throughout the Americas, EMEA and Asia Pacific. For more information, visit kofax.com.
Workiva, the leading cloud provider of connected data, reporting and compliance solutions, is used by thousands of enterprises across 180 countries, including more than 75% of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.sg.
Headquartered outside Washington, D.C., the Association for Financial Professionals (AFP) is the professional society that represents finance executives globally. AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in finance. The quarterly AFP Corporate Cash Indicators serve as a bellwether of economic growth. The AFP Annual Conference is the largest networking event for corporate finance professionals in the world.
Decision Critical is a dynamic, cloud-based business modeling tool that is unique in its comprehensiveness. It is scalable, customizable and fast to implement.
Decision Critical's modeling and budgeting algorithms empower teams with no previous modeling training to leverage their combined knowledge base to produce clear, realistic operational and financial models for use in decision support, strategic planning, budgeting and business optimization.
Find out more at: https://decisioncritical.pro
Businesses around the world rely on Egencia, today's leading business-travel management platform, for personalized experiences, improved compliance, and always-on customer care. As part of Expedia Group, we also provide the world's most relevant travel options. All to help businesses go where they need to go. Connect with us at egencia.com or @egencia.
Ivalua is the Procurement empowerment platform. Recognized as a Leader by Gartner and other analysts, Ivalua’s Source-to-Pay suite is leveraged by over 300 leading companies across the globe to manage over $500 Billion in direct and indirect spend. The platform’s combination of ease-of-use, depth, breadth and flexibility ensures high employee and supplier adoption, rapid time to value and the ability to meet unique or evolving requirements, evidenced by the industry’s leading 98%+ retention rate. Realize the possibilities at www.ivalua.com. Follow us at @Ivalua.
Founded in 1994, BOARD has enabled more than 3,000 companies worldwide to rapidly deploy Business Intelligence and Corporate Performance Management applications on a single integrated and programming-free platform, in a fraction of the time or cost required by traditional BI or CPM solutions. BOARD is available for On-premises and On-cloud deployments.
Alteryx Inc., headquartered in Irvine, CA, offers an end-to-end analytics platform which empowers people to break data barriers, deliver insights, and experience the thrill of getting to the answer faster. With Alteryx, business analysts and data scientists alike can discover, share and prep data, perform analysis – (statistical, predictive, prescriptive and spatial) – along with deploying and managing analytic models. Organizations all over the world rely on Alteryx daily to deliver actionable insights. Alteryx is proud to be Gartner Peer Insights Customers Choice for Data Science and Machine-Learning Platforms.
Velocity Business Solutions
Velocity is a Hong Kong based data analytics company transforming data into actionable insights. We enable you to prepare, blend and analyse your complex data and present it in a way that’s easy to understand, giving you complete visibility into your entire business operations to empower everyone to make informed decisions faster.
We are a leading Hong Kong based data analytics services and solutions provider focused on transforming data into actionable insights. We work with top executives from leading enterprises in Asia Pacific to support digital transformation across multiple industries, including banking, insurance, retail, sourcing, transportation, logistics and property. Our key objectives are to help our clients deploy cost-effective solutions that deliver significant value and insight within a short period of time.
We have an experienced services team with vendor-certified technical consultants who have delivered over 400 data analytics projects. We enable you to prepare, blend, model and analyse your complex data and present it in a way that’s easy to understand, giving you complete visibility into your entire business operations to empower everyone to make informed decisions faster.
Hong Kong’s most recognized Data Analytics Solution Provider:
Alteryx Premier Partner
Alteryx APAC Partner of the Year Award 2019
Largest DataRobot partner in Hong Kong
Qlik’s Elite Solution Partner
Qlik APAC Solution Provider Awards of the Year 2015 to 2018
For more information about Velocity Business Solutions Limited, please contact:
Phone: (+852) 2633 3609
American Express is a globally integrated payments company, providing customers with access to products, insights and experiences that enrich lives and build business success.
Through our Global Commercial Services division, American Express offers powerful backing and support that helps companies of all sizes gain financial savings, control and efficiency. We provide a suite of commercial payment solutions for travel and everyday business spending, supplier payments, global currency solutions, and business financing.
To learn more about Global Commercial Services visit business.americanexpress.com/hk.
Kingdee International Software Group Company Limited was established in 1993 and is listed in the Stock Exchange of Hong Kong (Stock Code: 0268).
Our Cloud ERP Solution ranks the No.1 market share of Cloud ERP in China , providing the industrial specialized enterprise with solutions which supporting the value added collaborative platform for the perspectives of Financial Management, Supply Chain, Manufacturing, HR, e-commerce as well as mobility.
We are working with our strategic partner - Amazon to achieve the highest level of data security, including ISO27001、SOC1、SOC2、SOC3 and CSA, in order to provide more powerful and consistency services to all of our cloud customers.
RGP - Resources Global Professionals - is a Nasdaq listed multinational consulting firm with a unique business model delivering instant agility to clients.
RGP believes in Practical Consulting and helps business leaders execute internal initiatives and drive internal change across all parts of an enterprise.
RGP offers integrated solutions and expertise in the following functional areas:
• CFO Services - finance & accounting; governance, risk & compliance (GRC) services; corporate advisory; information management; and Internal Audit.
• Project & Program Management and Change Management.
• Human capital; supply chain management; and legal and regulatory.
RGP’s consultants are problem solvers with on average 12+ years of hands-on, real-world experience. Office of the CFO is our focus and RGP’s business model and expertise is particularly well adapted to CFO’s needs and requirements, including RPA but also for shared services & global business services centres in all stages of their life cycle in a cost-effective manner.
RGP was founded in 1996 within a Big Four accounting firm and is headquartered in Irvine, California. RGP has served 87 of the Fortune 100 companies.
A Company Built on Strong Relationships and Customer Satisfaction
Tagetik was initially founded in 1986 as a local consultancy based in Lucca, Italy. As the company grew, the founders saw the opportunity to modernize and simplify business processes for the Office of the CFO, not just locally but globally. The Tagetik brand was launched in 2005 and has since earned a reputation for delivering the most trusted, comprehensive, and scalable Corporate Performance Management solutions available.
In 2017, Tagetik was acquired by Wolters Kluwer; a global leader in information services and solutions for professionals in the finance, health, tax and accounting, risk and compliance, and legal sectors. As part of the Wolters Kluwer Corporate Performance Solutions business unit, Tagetik (now known as CCH® Tagetik) continues to be laser-focused on delivering innovative solutions for the Office of the CFO.
CCH® Tagetik is one of the fastest growing global software companies in the industry. A global vendor exclusively focused on simplifying and streamlining business processes for the CFO and the Office of Finance.
Euler Hermes is the global leader in trade credit insurance and a recognized specialist in the areas of bonding, guarantees and collections. With more than 100 years of experience, the company offers business-to-business (B2B) clients financial services to support cash and trade receivables management. Its proprietary intelligence network tracks and analyzes daily changes in corporate solvency among small, medium and multinational companies active in markets representing 92% of global GDP. Headquartered in Paris, the company is present in over 50 countries with 6,000+ employees. Euler Hermes is a subsidiary of Allianz, listed on Euronext Paris (ELE.PA) and rated AA- by Standard & Poor’s and Dagong Europe. The company posted a consolidated turnover of €2.6 billion in 2015 and insured global business transactions for €890 billion in exposure at the end of 2015. Further information: www.eulerhermes.hk.
At S&P Global Market Intelligence, we know that not all information is important - some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence.
NexChange is a venture innovation and media platform, specialising in fintech, blockchain, AI, healthtech and smart cities. By creating a global O2O community, we create, market, invest and provide access to innovative products through the four divisions within the NexChange Group:
- Media - creating an ecosystem within blockchain, fintech, AI, healthtech and smart cities through events, content and social assets.
- Digital Asset Management - Investing, advising and accelerating companies that create innovative products.
- Digital Investment Bank – Advising and acquiring companies that create innovative products. We source deals, create mergers and acquisitions and facilitate exits.
The three main pillars of the business work seamlessly together to create synergies beyond the sum of the parts.
CFO INNOVATION (www.cfoinnovation.com) is an online publication, research provider, and conference organizer that focuses on issues specific to top level finance managers in the corporate sector in Asia and China. Our targeted events across Asia attract hundreds of CFOs from multinationals and other major enterprises every year.