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OAUG Connection Point® Seminars
OAUG Connection Point® — EPM/BI/EBS 12.X
October 22-23, 2013
(Pre-conference Workshops: October 21)
Hilton Alexandria Mark Center
Washington, DC, USA
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Keynote Speaker

Jeanne Lowell

Jeanne Lowell
Vice President, Oracle E-Business Suite Strategy
Oracle Corporation

Jeanne Lowell is a Vice President of Product Strategy for Oracle E-Business Suite (EBS) at Oracle, with responsibility for cross-suite strategy, go-to-market, and customer success activities. With over twenty years at Oracle, Lowell is a proven leader with experience across all areas of the software development life cycle, having led the EBS Projects applications development team, prior to moving to the EBS strategy role. She holds a Bachelor of Science degree in Civil Engineering from Stanford University.

Rich Wilkie

Rich Wilkie
Senior Director, Product Management
Oracle Corporation

2013 marks Rich Wilkie’s 13th year at Oracle, beginning as a Solutions Consultant at Hyperion Solutions and rising through the ranks of Enterprise Performance Management at both Hyperion and Oracle to his current role of Senior Director, Product Management.

Rich began his career as a Certified Public Accountant (CPA) with Arthur Andersen and added a Master’s Degree in Information Systems to help expand his knowledge and skills into the world of information systems. Rich has helped Oracle increase its lead in the Financial Close domain through continued evolution of its market leading consolidations product, Hyperion Financial Management, which today is the number-one consolidation product with thousands of customers. In addition, he has helped launch new products that have driven clear differentiation into the market, including Hyperion Financial Close Management for close process orchestration and Disclosure Management for XBRL/iXBRL submissions.

White Paper Presentations

Fred Richards

Fred Richards
Senior Director, Business Analytics
Oracle Corporation

Mr. Richards has over 18 years of experience working with advanced analytic technologies including business intelligence, enterprise performance management, enterprise information discovery and online analytic processing. He has built analytical apps to help to run multi-billion dollar operations, as well as marketed and managed BI technologies at Oracle, Hyperion Solutions, Jinfonet Software and MicroStrategy. He is the co-inventor on eleven patents related to the integration of OLAP and telephone networks.

Prior to his career in software, Mr. Richards worked at as a contractor to the US Department of Energy, Thermo Electron Corporation and Westinghouse Electric. Mr. Richards holds a B.E. in Mechanical Engineering from Vanderbilt University, a J.D. an M.S. in Engineering and Policy from Washington University in St. Louis.

Caitlyn Ashton-Gill

Caitlyn Ashton-Gill
Product Information Director
Global Software, Inc. (Platinum Sponsor)

Caitlyn comes from three plus years as a Financial Analysis Applications Trainer. She currently has a hands-on role demonstrating Global’s entire product line to customers and partners all over the globe and travels frequently to participate in events where she exhibits the latest dynamic technology of the Microsoft Excel-based Automation Suite. She has a comprehensive understanding of the needs and roles of spreadsheet users around the world and can demonstrate clear solutions that address those pain points. Since starting with Global, Caitlyn has become an integral part of the Global team, and is a respected member of this professional community.

James Spivey

James Spivey
Director, Global Support Center
Data Systems International, Inc. (Gold Sponsor)

James is a 25-year IT professional with more than 15 years of experience in manufacturing, distribution, enterprise software, and mobile applications — both inside and outside the four walls. He works with global organizations to identify process improvements and develop mobile solutions in connected and disconnected environments. James’ expertise also includes project management, strategic planning, business process planning, and improvement.

Pranava Sistla

Pranava Sistla
Manager
Rolta (Gold Sponsor)

Pranava Sistla is a Managing Consultant with more than ten years of experience in Enterprise Performance Management (EPM), Business Intelligence (BI), data integration, process improvement, optimization, management, business development and research.

He has delivered over 15 EPM projects and implements hands-on technical solutions to corporations across a variety of industries including, Banking, Oil and Gas, Manufacturing, Hi-Tech, Insurance, etc. In the role of a project lead he focuses on designing, architecting, building, testing, training and delivery of efficient, innovative and optimized EPM solutions.

John O’Keeffe

John O’Keeffe
Partner
More4Apps (Gold Sponsor)

John O’Keeffe is one of the founding partners at More4Apps. Prior to founding More4Apps, John worked as an Oracle Applications consultant and has extensive experience implementing Oracle E-Business Suite around the world. He has both functional and technical knowledge in many areas of the Applications including Financials and Supply Chain modules.

Ryan Schmidt

Ryan Schmidt
Territory Sales Manager
Excel4Apps (Gold Sponsor)

Excel4apps is a provider of best-in-class Excel-based financial reporting for Oracle and SAP users worldwide. Since joining the company in 2008, Ryan has been involved in numerous implementations of the GL Wand, Reports Wand, and Budget Wand products and currently oversees all sales, training, partnerships, and business development efforts throughout the South Central and Southeastern United States. Ryan Schmidt holds a Master’s degree in International Development from North Carolina State University. Contact Ryan at ryan.schmidt@excel4apps.com.

Michael Christ

Michael Christ
Director, Development Services
Tier1 (Gold Sponsor)

With a history of more than 30 years in IT, Michael has devoted the past 20 to the Oracle technology stack. He’s executed a wide range of responsibilities in sectors as diverse as higher education, healthcare, labor unions, and membership organizations. He frequently speaks about Oracle technologies at local, national, and international conferences.

Susan Rebner

Susan Rebner
Director
AdvancedEPM (Gold Sponsor)

Susan is a Certified Six Sigma Black Belt and Organizational Change Master with 15 years of entrepreneurial and Fortune 500 experience in the Financial Services, Steel/Materials and IT Consulting industries. She is consistently recognized for solving complex business challenges through a balanced approach of people, process, and technology; leveraging client expectations.

Pre-Conference Workshops

Bill Dunham

Bill Dunham
Principal/Owner
OATC

Bill is a well-known Oracle Applications and Technology consultant, having worked with Oracle products since 1985, and Oracle EBS Apps since 1991 (MPL7 - R12). He has worked in many IT and project capacities over the years, mostly focusing as an EBS Program/Project Manager, Architect, Technical/Functional Lead, QA Manager and client advocate. He has presented papers at many Oracle Application Users Group (OAUG) events and at Oracle OpenWorld (OOW), has authored articles for OAUG Insight magazine, has co-authored two books, Special Edition Using Oracle Applications and Special Edition Using Oracle 11i and is co-authoring this new book series called Oracle EBS Applications StreetSmarts.

Bill has designed, developed and authored papers on the “CRP Method” for enterprise application projects. He is a member of the Oracle EBS Applications Technology Customer Advisory Board (CAB) for Oracle Corporation, Coordinator for ESOAUG, member of the OAUG GEO/SIG Board, and an Oracle Applications and Applications Technology ACE.

Pre-conference Workshop: E-Business Suite Release 12.1 from Start to Finish: Part I

Michael Barone

Michael Barone
Oracle DBA, E-Business Suite 11i/12
OATC

Michael (Oracle Ace Nominee) is an Oracle E-Business Suite Database Administrator with 25 years of IT experience and 16 years of Oracle Applications DBA experience including RAC (Real Application Cluster), ASM (Automatic Storage Management), and Oracle Applications (E-Business Suite). His experience includes full cycle installations and upgrades as well as installation, administration, upgrade and development of Oracle relational databases. Michael has delivered Oracle Open World Presentations each year over the past three years and delivering over fifteen Oracle Application Users Group Presentations over the past eleven years.

Pre-conference Workshop: E-Business Suite Release 12.1 from Start to Finish: Part I

Alyssa Johnson

Alyssa Johnson
Associate Practice Director
OAUG President-Elect
ROLTA

With education and experience in computer science, as well as Oracle E-Business Suite functional applications, Alyssa Johnson provides a broad spectrum of both technical and functional knowledge. Her focus on Release 12 applications and her current role as Practice Director at ROLTA provides the opportunity to interface with multiple clients in many diverse business areas, assisting them with strategic planning and system design.

Alyssa has been active in developing and presenting on Oracle E-Business Suite topics at local, regional, national, and international OAUG events, and is certified as an Oracle 12 General Ledger Specialist.

Alyssa currently serves on the OAUG Board of Directors as the President-Elect. During her tenure on the board, she has served on the Governance, Education, and Finance committees. She has also served on the Fusion Council and the IOUC Product Development committee.

Pre-conference Workshop: E-Business Suite Release 12.1 from Start to Finish: Part II

Mike Malwitz

Mike Malwitz
Senior Solution Consultant
Oracle North American Applications

Michael is responsible for helping customers understand the business value and best practices of Oracle’s Hyperion Financial Close software, joining Hyperion in 1999 and Oracle in July 2007 through the purchase of Hyperion by Oracle. Prior to Hyperion, he was Director of Financial Information Systems at a Fortune 500 company and, over his 13 years at that company, held management positions in internal audit, contracts, and financial planning and analysis. He holds degrees from Florida State University and New York University in Business and Accounting.

Pre-conference Workshop: Looking to Improve Your Tax Close Cycle? It’s time to take a look at Hyperion Tax Provision (HTP)

Marc Seewald

Marc Seewald
Senior Director, EPM Product Management
Oracle Corporation

Marc has over 17 years of experience in the tax and finance software industry, and has helped numerous global 1000 companies define their strategic tax and finance software initiatives. As a Senior Director in Oracle’s EPM Product Management organization, Marc plays a central role in understanding market needs and defining the product roadmap for Oracle Hyperion’s tax-related products starting with Hyperion Tax Provision. Prior to joining Oracle, Marc was Vice President of Product Management at a leading EPM software company.

Pre-conference Workshop: Looking to Improve Your Tax Close Cycle? It’s time to take a look at Hyperion Tax Provision (HTP)

Michael Stenftenagel

Michael Stenftenagel
Managing Director
Alvarez & Marsal Taxand

Michael has more than 19 years of experience in tax technology solutions for income tax provision and compliance, ASC 740, US and state compliance and tax function process improvement. He has served clients in a variety of industries including energy, manufacturing, telecommunications, insurance, banking and healthcare.

Prior to joining A&M, Mr. Stenftenagel spent seven years with Sirius Solutions, where he lead the tax services group providing ASC 740, tax technology, federal and state compliance and fixed asset services. He is a licensed Certified Public Accountant (CPA) in Texas and is a member of the American Institute of Certified Public Accounts (AICPA) and the Association for Computers and Taxation (ACT).

Pre-conference Workshop: Looking to Improve Your Tax Close Cycle? It’s time to take a look at Hyperion Tax Provision (HTP)

Tom Burton

Tom Burton
Senior Director
Alvarez & Marsal Taxand

Tom has more than 25 years of tax experience in the areas of income tax provision under ASC 740, federal and state tax compliance, tax process improvement, automation, and tax process integration with ERP’s such as SAP and Oracle. He also has extensive experience in industries regulated by the FERC (Federal Energy Regulatory Commission).

Prior to joining A&M, Mr. Burton spent six years with Sirius Solutions as a tax director, leading the implementation of income tax provision and compliance software for clients with an emphasis on the automation of tax processes. He is a Certified Public Accountant (CPA) in Texas. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Association for Computers and Taxation (ACT).

Pre-conference Workshop: Looking to Improve Your Tax Close Cycle? It’s time to take a look at Hyperion Tax Provision (HTP)

Tammy Norton, CPA, PMP

Tammy Norton
Managing Director
Alvarez & Marsal Taxand

With 20+ years of professional experience in the technology field, Tammy has driven Enterprise Performance Management in a variety of industries, including manufacturing, financial services, banking, communications and retail.

She has a strong background in the implementation and integration of in-house and third party software applications, and has implemented over one hundred fifty Oracle Hyperion consolidation systems across the United States and globally. She is been both a Certified Public Accountant and a Certified Project Manager Professional.

Pre-conference Workshop: Looking to Improve Your Tax Close Cycle? It’s time to take a look at Hyperion Tax Provision (HTP)

Glenn Hoormann

Glenn Hoormann
Founder and Managing Principal
Ludus Inc.

Glenn has over 28 years of experience in Oracle products and solutions. He created the Oracle Applications practice at Tapestry Computing, later acquired by Braun Consulting, where he served as Senior Director in their Oracle Applications practice. He then founded Core Ops Inc., an Oracle professional services firm specializing in Oracle E-Business and Oracle Business Intelligence, later to be acquired by Optimum Solutions, where he established their Business Intelligence practice and served as the BI Practice Leader.

Glenn is very active as a speaker at national and regional events for Oracle, OAUG and Information Management, the leading Business Intelligence newsletter and magazine. He speaks on topics such as Big Data, Endeca, Oracle E-Business, Business Intelligence, Reporting Strategy and Execution for Mid-Market and Fortune 500 organizations, and the importance of Training and Education on Oracle projects. He currently serves as Chairman and Co-Founder of the Oracle Business Intelligence Special Interest Group (OBI SIG) and Chairman and Founder of the Central States OAUG, the official Oracle Applications User group for Missouri and Kansas.

Pre-Conference Workshop: Getting Started with Oracle Endeca Information Discovery

Kevin Gibson

Kevin Gibson
Financial Reporting Manager
National Federation of Independent Business, Inc.

Kevin Gibson joined The National Federation of Independent Business, Inc., (NFIB) in June 2008 and leads the company’s financial reporting, tax, and budgeting functions. Prior to joining NFIB, Kevin was Controller at e+CancerCare and Audit Manager at Crosslin & Associates, PC. Kevin has over 15 years of broad financial and operational experience across multiple business segments. Kevin is a licensed as a CPA in the State of Tennessee and is a member of the TSCPA and AICPA. He earned his B.A. in accounting from Washington and Jefferson in Washington, PA.