A New Dawn of Competition: Applying Big Data from the Director's Perspective
Panel discussion focused on the strategic areas Boards must be focused on today including:
- Business expansion
- Operational efficiency
- Understanding customers
- Improved marketing
- Data Services
Stephen Brown – Governance Perspective
Julio Hernandez - Data/Aligning to the Customer and Market Demands
Tim Bentsen, CPA - Accounting
Ric Kimball - Moderator
Location and Time
The Buckhead Club
3344 Peachtree Road NE, Suite 2600
Atlanta, GA 30326
5:00 - 5:30 pm Registration and Networking
5:30 - 6:45 pm Program
6:45 - 7:30 pm Cocktail Reception
Tim Bentsen, CPATim Bentsen is a seasoned, successful business executive that has had the opportunity to work with leading businesses across multiple industries during his 37-year career with KPMG combined with significant roles in board governance. He currently serves on the board of Synovus Financial Corp., and was on the boards of RidgeWorth Funds and Krispy Kreme Doughnuts until their successful sales in July 2017 and July 2016, respectively. In addition to his board work, Tim currently serves as an Executive-in-Residence and part-time instructor in the Masters of Accountancy program for the J.M. Tull School of Accounting in the Terry College of Business at The University of Georgia (2013 – today). BOARD AND CORPORATE GOVERNANCE ROLES Ridgeworth Funds – in April 2012, joined the Board of Trustees of the Ridgeworth Funds, a family of equity, asset allocation and fixed income funds available to institutional and individual investors. Ridgeworth was ranked as the16th best mutual fund family in 2016 by Barron’s. Chair of Governance and Nominating Committee, and member of Audit Committee. RidgeWorth Funds merged in the Virtus Funds in July 2017. Synovus Financial Corp. – elected in April 2014 to the board of Synovus Financial Corp., a $30 billion bank holding company doing business in five Southeastern states. Chair of the Audit Committee and member of the Risk and Executive Committees. Krispy Kreme Doughnuts, Inc. – joined the board of this iconic, global brand in 2014 and served through the sale of the company to a private investor in July 2016. Member of the Audit Committee. Frequent speaker on roles and responsibilities of board members with a particular focus on Audit Committees through KPMG’s Audit Committee Institute, the NACD and other similar organizations. Speaker at the inaugural Battlefield to the Boardroom conference for retired Admirals and Generals preparing for corporate board service. Not-for-profit board memberships: United Way of Metropolitan Atlanta: 2004-2011; Board Chair: 2008-2009 Atlanta Area Council – Boy Scouts: 1998 – today; Board Chair: 2006 – 2007 Atlanta Athletic Club: 2017 – today; Vice Chair: Finance Committee Woodruff Arts Center, The Commerce Club, Georgia Chamber of Commerce, Metro Atlanta Chamber of Commerce, Rotary Club of Downtown Atlanta and others LEADERSHIP SUMMARY – KPMG LLP 1975-2012 Account Executive and Market Development Leadership (1998-2012): served as Account Executive for many of KPMG’s largest audit and non-audit clients across the Southeast with direct interface with c-level executives, board members and Audit Committees. Marketing (2009-2011): served as a leader in the restructuring of the firm’s market development processes and support. Area and National Leadership (2005-2009): served as Lead Area Managing Partner for the Southeast with bottom-line responsibility for a business with revenues of $500 million and 2,000 people. Office Leadership (2003-2009): served as Office Managing partner for the Atlanta office of 900 people with responsibility for growth, people, processes, technology and client service. Also, served as the Firm’s primary representative in the marketplace. Various other leadership roles (1993-2003): served as the leader of various business units in the Southeast including Financial Services and Mid-South audit practice. Member of the Firm’s national Financial Services leadership team and the national Audit leadership team from 1993 to 1998, and 2005-2009, respectively.
Stephen L. BrownNamed by NACD as one of the 100 most influential people in corporate governance and the boardroom, Stephen L. Brown is a globally recognized governance expert, thought leader and trusted advisor to corporate boards and C-suites. Currently, he is a Senior Advisor at KPMG Board Leadership Center. At BLC, he articulates boardroom challenges and actionable thought leadership on strategy, risk, talent, technology, globalization, and financial reporting by engaging with directors, business leaders and investors. Mr. Brown founded The Edgerton Group, a boutique consulting firm that advises boards and management on critical corporate governance issues including anti-activist defense, executive compensation and other proxy disclosures, board evaluations and shareholder engagement. Formerly, he was CEO of the Society of Corporate Governance and managed TIAA’s corporate governance group and led the corporate governance and social responsibility initiatives related to the firm’s over $800 billion investment portfolio. Prior to TIAA, Mr. Brown practiced securities law at WilmerHale and Skadden and was an associate with Goldman Sachs. He has served as a judge for Corporate Secretary Magazine Corporate Governance Awards and the NYSE Governance, Risk & Compliance Leadership Awards. Mr. Brown is an adjunct professor at McDonough School of Business at Georgetown, Yale, and in the Skadden, Arps Honors Program in Legal Studies, Colin Powell School for Civic and Global Leadership at City College of New York. He received his B.A. with honors from Yale and his J.D. from Columbia University Law School where he was a Harlan Fiske Stone Scholar. He serves on several non-profit boards and is an elected public school board member.
Julio J. HernandezBackground Julio has 20 years of management consulting experience focused on strategy formulation; marketing, sales and service strategy and transformation; and enterprise analytics. During his career, Julio has served clients across multiple industries including consumer goods, retail, health care, telecommunications and energy. Julio has also been responsible for building multiple consulting practices including marketing sciences, customer analytics, customer contact transformation, marketing transformation and enterprise analytics. Julio’s most recent role was the North America Lead for a $1B+ analytics’ business where he was responsible for cross-industry and cross-functional analytics including analytic strategy, advanced analytics, BI and Enterprise Information Management. Julio has worked with clients across the globe including North America, Europe and Asia. He has multiple patents and patents pending for both customer experience and analytics. He has also been cited in multiple periodicals including the Financial Times and Forbes. Julio has a BBA from Emory University and an MBA from Harvard Business School. Professional and Industry Experience Customer Segmentation: Global Computer Manufacturer and Retailer. Developed a customer strategy that segmented customers according to their needs and value to the business. Translated the customer strategy into distinct branded customer experiences for each customer segment across a multi-channel environment – an approach focused on the critical integration of multiple business functions including marketing, sales, service, IT and finance. Consolidated Marketing, Sales and Service: National Branded Energy Company. Designed a shared services marketing, sales and service center to deliver a more effective and efficient customer facing organization. Effort included designing channel interaction strategy, process redesign, new compensation and measurement approach, and refined field enablement. Executed primary and secondary research to support design and customer defection risk assessment. Global Analytics Strategy and Roadmap: Fortune 100 Consumer Packaged Good Company.: Led the development of a global commercial analytics strategy, operating model and roadmap for a Fortune 100 consumer packaged good company. Analytics COE Design, Operating Model and Talent Strategy: Global and Iconic Sportswear Manufacturer and Retailer: Formulated the strategy for an analytics COE. Led executive workshops and design sessions incorporating leading practices. Strong focus on commercial functions. Marketing and Customer Analytics Strategy and Execution Service: National Retailer: Executive sponsor for a multi-year marketing and customer analytics effort for a nationally recognized retailer working directly with the client’s executive leadership. Designed next generation business architecture to support new marketing processes in an omni-channel environment. Management Consulting Lead Partner, National Pharmacy Benefit Manager: Supported client with multiple consulting efforts including member experience design, campaign analytics and management, post-merger integration, contact center transformation, and physician strategy. Analytic Organization Strategy: Global Electronics Retailer. Developed a new organizational strategy and design for enterprise research and analytics to better develop and integrate analytic findings into the business. Developed the capability blueprint and execution roadmap.
Ric KimballBackground Ric is a Principal in KPMG’s Advisory Services practice with a primary focus on internal audit, risk and compliance services. During his tenure with KPMG, Ric has successfully led several large engagements for global clients and his areas of significant experience include internal audit transformation, establishing internal audit functions, external quality assessment reviews (QAR), enterprise risk management, Sarbanes”‘Oxley (SOX) advisory assistance and internal audit department sourcing. Prior to joining KPMG, Ric worked within the internal audit functions at Regions Bank and Prudential Financial. Professional and Industry Experience Since joining KPMG, Ric has been focused on developing and leading engagements within the Advisory practice for numerous clients across multiple industry sectors. In addition to his client responsibilities, Ric is an active People Management Leader and mentor and was recognized for his efforts with a Regional Mentoring Award. In addition, Ric is a Certified Internal Auditor (CIA), has a Certification in Risk Management Assurance (CRMA) and serves as the Internal Audit Knowledge Management Champion for the Southeast. He also serves on the Board of Governors and Executive Committee for the Atlanta Chapter of the Institute of Internal Auditors. Internal Audit Led internal audit transformations that led to improved audit efficiency and effectiveness for multiple organizations by recalibrating strategy to more effectively align with regulatory expectations and business objectives and improve focus on value and process improvement Assisted in the establishment of internal audit functions at multiple clients, including the development of the governance framework, establishing reporting protocols, and the creation of internal audit operations manuals and methodology Performed several enterprise”‘wide risk assessments, which resulted in the development of risk”‘based internal audit plans and built the foundation for future strategic risk management projects Led several global internal audit sourcing engagements and maintained responsibility for project planning and budgeting, global sourcing, introduction and management of subject matter professionals and communicating performance and results to executive management and the Audit Committee SOX”‘404 Assistance Implemented SOX compliance programs for several companies within numerous industries, including coordination and training with business stakeholders, process owners and external auditors. Reduced SOX compliance costs for multiple clients by improving planning and scoping processes, rationalizing the controls portfolio, identifying controls automation opportunities, and streamlining testing processes. Led multi million dollar internal audit and SOX engagement for a global manufacturer that consisted of a large multidisciplinary and international team.