Our Companies

Hayley Null

• Manager, Alliance and SDN Marketing
• NetSuite

Hayley Null is Manager, Alliance and SDN Marketing at NetSuite where she leads demand generation efforts for NetSuite’s Alliance Partners and SuiteCloud Developer Network (SDN) Partners to create impactful joint content and campaigns for NetSuite and its partners. Prior to this role, Hayley served as the Industry Marketing Lead for Food & Beverage and Manufacturing at NetSuite and a Business Development Consultant at Oracle. She has a Bachelor of Business Administration from the University of Michigan and is based in Chicago, Illinois.

Craig Harris

• Master Solution Consultant and Industry Principal: Apparel, Footwear and Accessories
• NetSuite

Craig Harris is the Industry Principal for the Apparel, Footwear and Accessories group at NetSuite. He brings 30-years of retail and wholesale IT solutions experience and has worked alongside a

Larry Mellon

• Tax Director - Chief Tax Office, Vertex
• NetSuite

Larry Mellon is tax director in the Chief Tax Office at Vertex, where he is responsible for providing insights, thought leadership and customer-centric direction. He joined Vertex in 2005 as a sales and income tax supervisor and has served as tax manager since 2012. Prior to joining Vertex, he was a senior tax accountant and property tax manager at Foamex International. Mellon also held multiple roles at the Franklin Mint and is a member of the Institute of Professionals in Taxation.

Scott Beaver

• Senior Product Marketing Manager
• NetSuite

Scott Beaver is a Senior Product Marketing Manager for Oracle NetSuite. He has over 18 years of experience helping emerging, growth-stage and industry leading companies set, track and achieve performance targets. Prior to joining NetSuite, Scott held roles with Sage, Infor and Blue Yonder (formerly JDA), and successfully positioned several smaller companies for acquisition.

Kristine Yon

• Senior Marketing Manager, SDN
• NetSuite

Kristine Yon is a Senior Marketing Manager, SDN at NetSuite where she focuses on demand generation efforts for NetSuite’s SuiteCloud Developer Network (SDN) Partners to create impactful joint content and campaigns for NetSuite and its partners. As a marketing professional, Kristine has worked previously for Kaplan Test Preparation and The Walt Disney Company. She has a Master’s degree from the UCLA Anderson School of Business and is based in Los Angeles, California.

Piper Bloom

• Speaker, Senior Marketing Manager at BILL
• NetSuite

Piper Bloom is a Senior Marketing Manager at BILL. 

Colleen Wanty

• Sr. Director of Product Marketing, FloQast
• NetSuite

Colleen S. Wanty is a seasoned marketing professional with over two decades of expertise in the dynamic IT, software, and consulting services industries. Specializing in SaaS, Cloud, on-premise, and hybrid solutions, including ERP, HR, Accounting, and custom-engineered offerings, she brings a comprehensive understanding of the sector. Colleen’s diverse background encompasses sales, marketing, product management, consulting, and accounting roles, providing her with a holistic perspective on business operations. She has held senior-level positions in leading corporations, mid-sized firms, and innovative startups, including FloQast, Kadiri, Jamcracker, Groundswell, BearingPoint/KPMG, and Accenture. Grounded in a structured, data-driven appr... Read more

Jamar Cobb-Dennard, J.D.

• Speaker
• NetSuite

Jamar Cobb-Dennard is a business broker at Indiana Business Advisors. The company has 40 years of experience helping more than 2,100 business owners prepare, value, and sell their businesses.

As a leadership consultant, Jamar specializes in teaching business owners how to advance their careers through effective leadership, networking, sales and communication skills. Over the last 4 years, Jamar has also been called on by Indiana University-Purdue University Indianapolis, the National Association of African-American Insurance Agents, Bethany Christian Services, and others to discuss diversity and inclusion strategies.

Jamar has led trainings for Veolia Water, the Indianapolis Chamber of Commerce, Indianap... Read more

Jon Lokhorst, CPA, ACC, CSP

• Speaker for NetSuite
• NetSuite

Jon Lokhorst, CPA, ACC, is a leadership coach and consultant. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader.

Tom Kelly

• Director of Product Marketing and Management, NetSuite
• NetSuite

Tom Kelly is the Director of Product Marketing and Management for the Oracle NetSuite Global Business Unit, responsible for Global Cloud Financials and the General Business and Hi-Tech industry verticals. Before joining NetSuite, Tom founded T-Edward, a strategic and operational cloud consultancy providing cloud expertise and CXO services for companies in the Fortune 500 to start-ups. Prior to T-Edward, Tom held a variety of executive financial and technology related positions with large cap companies including PepsiCo, eFunds and Deluxe Corporation, as well as small cap, privately held entities such as FullContact and PeopleNet Communications.

Jennifer Elder

• Speaker
• NetSuite

Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA helps financial leaders become more strategic, stay ahead of the competition, and be more successful. 

Jennifer has a track record of success helping organizations develop a business strategy to rise above the herd, capture their market, and be consistently successful and profitable.  For more than 25 years, Jennifer has been speaking and consulting for organizations in all 50 states and 9 countries.  Her clients include privately held companies, not-for-profits, trade associations, the Fortune 500, and state and Federal governments.

In addition to being a CPA, Jennifer is also a Chartered Global Management Accountant (CGMA), Certified Management Accountant (CMA), C... Read more

Sarah-Jayne Martin

• Director of Financial Automation, YayPay by Quadient
• NetSuite

Sarah-Jayne Martin is a finance industry expert who specializes in the areas of Credit Management, Payment Processing, Collections and Accounts Receivable. Sarah-Jayne has over 20 years’ experience in the field managing large global teams.

Sarah-Jayne Martin

• Director of Financial Automation, YayPay by Quadient
• NetSuite

Sarah-Jayne Martin is a finance industry expert who specializes in the areas of Credit Management, Payment Processing, Collections and Accounts Receivable. Sarah-Jayne has over 20 years’ experience in the field managing large global teams.

Allyson Griffin

• Principal Industry Solution Advisor, Wholesale Distribution / WMS
• NetSuite

Allyson has spent 18 years implementing, selling, and supporting software solutions for the logistics and distribution industry. She has spent 4 years implementing NetSuite WMS & ERP and is a certified NetSuite ERP Consultant.

Ken Fike

• Speaker; Manager, Strategic Business Development with Auctane
• NetSuite

In his role as Strategic Business Development Manager, Ken focuses on creating powerful partnerships with the goal of mutual business acceleration. He specializes in ERP, EDI and iPaaS technology companies. Together we collaborate on strategies to maximize our eCommerce growth through business development. 

Manuel Cabral

• NetSuite Industry Solution Advisor
• NetSuite

Manuel has over 22 years of finance and accounting experience working for public and private companies including Chipotle Mexican Grill and Cummins Engines. He was the Corporate Controller for Cummins’ Rocky Mountain, and STT Energy - an Oil and Gas exploration company. Manuel joined NetSuite in 2016 and has spent the last 6 years assisting organizations to transition from manual to automated accounting practices utilizing Oracle NetSuite. The world's first and best-in class solution that provides end-to-end cloud-based financials. Before joining NetSuite, Manuel implemented the system in three different companies, so he understands the ERP and credit-to-cash needs from the end-user and solution provider perspective.

Sue Ulrey

• Speaker, Executive Director with MorganFranklin
• NetSuite

Sue Ulrey serves as an executive director in MorganFranklin’s risk advisory practice with a specific focus on serving the financial services and healthcare markets. Prior to joining MorganFranklin, Sue successfully oversaw risk management, internal controls, quality assurance, data analytics, and contract compliance engagements for numerous publicly traded and midsized organizations across a range of industries. She served as vice president and national practice advisory leader at Global Commerce & Information, Inc. (Global CI). As a former Big 4 managing director and principal at a top 15 CPA firm, Sue led global multi-year risk advisory projects, and is a recognized thought leader and a highly sought-after speaker.

Sue is a l... Read more

Paul Mack

• Speaker, Grant Thornton Director
• NetSuite

Paul Mack has 25 years of continuous experience as a project manager and an architect of Oracle EPM solutions.  Paul has been involved with over 20 Oracle Planning implementations ranging from global organizations to start-ups.  Paul’s focus is providing the leadership and guidance to ensure that his clients get great EPM solutions, have processes in place that fully leverage their investment, receive the training necessary to support their new system, and continue to get the advice and support required to be successful over time.

 Paul is a Finance expert with experience in designing EPM solutions for a wide range of industries including banking, retail, and pharma.  He is also the architect of several of Grant... Read more

Craig Clay

• DFIN President, (Moderator)
• NetSuite

Craig Clay is a dynamic, growth-oriented executive specializing in mission-critical document and information management who has built, managed, integrated and transformed highly successful services and outsourcing businesses.

Currently, he leads and motivates teams globally in the largest division of Donnelley Financial Solutions, Inc. (NYSE: DFIN), a leading global risk and compliance solutions company. DFIN provides domain expertise, enterprise software and data analytics for every stage of our clients’ business and investment life cycles.

Prior to this, he served as senior vice president at R.R. Donnelley leading the Global Capital Markets and Legal Process Outsourcing business. Before joining the company, he was a financi... Read more

Jack Cassel

• Speaker, Head of New Listings, Nasdaq
• NetSuite

Jack Cassel is Nasdaq’s Head of New Listings. He oversees Nasdaq’s IPO business for North America, Europe and the Middle East. Prior to this role, Jack oversaw Nasdaq’s IPO business for the western US and managed Nasdaq’s Private Market business. Prior to joining Nasdaq, Jack worked as a vice president at GrowthPoint Technology Partners and at Morgan Stanley’s Private Bank. Preceding his entry into the business world, Jack played Major League Baseball for the San Diego Padres and Houston Astros. While playing baseball, Jack cofounded Players for the Planet, a nonprofit organization that utilizes professional athletes to promote environmental awareness.

Jim Neesen

• Speaker, Managing Partner, Connor Group
• NetSuite

Jim is the Managing Partner at Connor Group, the #1 Accounting Advisory firm in the world for IPOs, SPACs, and high-growth companies.

Connor Group has worked on over 150 IPO and SPAC transactions in the past decade including Tesla, Spotify, Uber, Lyft, Palantir, Snap, Etsy, Survey Monkey, Stichfix, Mulesoft, and 1,000+ top tech, biotech, and growth companies. Our IPO and SPAC client base has raised over $35B in IPO proceeds at a $265B valuation when going effective.

Jim is a guest lecturer and CEO mentor at Stanford’s Graduate School of Business where he graduated with a Master's degree and launched a career as a lifelong entrepreneur.

Jim is active with multiple NFL player initiatives, mentoring NFL players and busines... Read more

Willie Quinn

• Speaker, Chief Financial Officer, Bolt Biotherapeutics, Inc.
• NetSuite

Willie Quinn, Chief Financial Officer, joined Bolt Biotherapeutics in 2020, bringing extensive experience in finance, operations, and business development leadership in the biopharma industry. Prior to joining Bolt, Mr. Quinn served as the chief financial officer and senior vice president of corporate development at Sunesis Pharmaceuticals (acquired by Viracta Therapeutics), where he led the company through multiple public financings and corporate collaborations. 

Before joining Sunesis, Mr. Quinn co-founded and was chief executive officer of Bullet Biotechnology, an immuno-oncology company developing therapeutic cancer vaccines discovered at Stanford University. Previously, Mr. Quinn was instrumental in estab... Read more

Brian Sowell

• Presenter, Senior Consultant at Bryant Park Consulting
• NetSuite

Brian Sowell (CPA) has over 20 years of experience in Business Intelligence, EPM, and Planning systems in Senior Technical, Functional, and Consultant roles.  For the last 4 years, he has focused on delivering NetSuite’s Planning and Budgeting solution across many industries including Manufacturing, Banking, Oil and Gas, Retail, Healthcare, Services and Software industries. Prior to focusing on NSPB, Brian implemented several other financial planning and analysis systems. Brian has a BBA in Accounting and has experience in a wide range of industries from his time in Big 4 accounting.

Sharon E. Tetlow

• Speaker, Managing Partner, Potrero Hill Advisors
• NetSuite

Ms. Sharon E. Tetlow, MBA, is the founder of Potrero Hill Advisors and has been its Managing Partner since January 2016.

Ms. Tetlow has 30 years of experience in life sciences finance. She has extensive experience working with public and private investors, managing teams and providing strategic support to boards and executives.

Among other roles, she has served as Chief Financial Officer of Cell Genesys, Pathwork Diagnostics, and diaDexus; Venture Partner at Apax; Corporate Treasurer at Synergen; and Finance Manager at Genentech.

A veteran of the life sciences industry, she leverages her broad professional network of C-level executives, investors, and key industry influencers to bring the right people to the table. She... Read more

Liz Briggson (NetSuite)

• Speaker
• NetSuite

Liz Briggson joined the Encoursa team in 2017, bringing a unique mix of accounting, finance, and sales experience.  Liz is passionate about education and helping people reach their potential. 

Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for management reporting for Amway’s portfolio companies and financial planning & analysis for Amway’s finance and executive divisions. Prior to that, Liz served clients in the utilities, insurance, and manufacturing industries in the assurance practice at PricewaterhouseCoopers.

Liz is a licensed CPA in the state of Michigan. She leads Partnerships & Education... Read more

Manuel Cabral

• Industry Solution Advisor
• NetSuite

Manuel has over 22 years of finance and accounting experience working for public and private companies including Chipotle Mexican Grill and Cummins Engines. He was the Corporate Controller for Cummins’ Rocky Mountain, and STT Energy - an Oil and Gas exploration company. Manuel joined NetSuite in 2016 and has spent the last 6 years assisting organizations to transition from manual to automated accounting practices utilizing Oracle NetSuite. The world's first and best-in class solution that provides end-to-end cloud-based financials. Before joining NetSuite, Manuel implemented the system in three different companies, so he understands the ERP and credit-to-cash needs from the end-user and solution provider perspective.

Alec Epstein

• Presenter, CEO at Bryant Park Consulting
• NetSuite

Alec is the founder and Managing Partner of Bryant Park Consulting. He is an experienced professional services leader with hands-on experience guiding large and midmarket organizations through multi-faceted systems and business process transformation efforts. Prior to founding BPC, he led the unprecedented growth and success of another boutique technology consultancy, and prior to that was a lead ERP consultant in Oracle NetSuite’s professional services organization. Outside consulting, Alec leads projects in early childhood education, social entrepreneurship, real estate, and venture capital. He loves cold brew coffee and Texas-style barbeque, and spends his weekends bicycling around his beach town and kayaking Florida’s beautiful water... Read more

Scott Beaver

• Senior Product Marketing Manager
• NetSuite

Scott Beaver is a Senior Product Marketing Manager for Oracle NetSuite. He has over 18 years of experience helping emerging, growth-stage and industry leading companies set, track and achieve performance targets. Prior to joining NetSuite, Scott held roles with Sage, Infor and Blue Yonder (formerly JDA), and successfully positioned several smaller companies for acquisition.

Pamela Pierce

• Product Marketing Manager
• NetSuite

Pamela Pierce is a Product Marketing Manager for Oracle NetSuite. She has over 15 years of experience with a focus on leveraging data and technology to drive performance for industry-leading companies including ExxonMobil, SmithKline Beecham and others in the high tech industry.

Tim Banks

• Value Management Consultant
• NetSuite

Tim Banks is a Value Management Consultant at Oracle NetSuite, with over two decades of experience in finance, accounting, HR, sales, corporate governance, legal, and operations. He has a variety of industry experience in sales, distribution, restaurant, franchise, home services, manufacturing, and more.

Adriana Carpenter

• NetSuite Guest Speaker; CFO of Emburse
• NetSuite

As CFO of Emburse, Adriana is responsible for financial strategy, accounting, treasury, payroll, and financial reporting, planning and analysis. Adriana has 30 years of finance and accounting experience. Prior to joining Emburse, Adriana was the SVP Finance and Chief Accounting Officer at Ping Identity where she managed through several significant transitions, including preparing and operating Ping as a public company. Before joining Ping in 2013, Adriana was the Global Controller at TeleTech where she managed multinational accounting and shared service operations. Adriana also spent 12 years in PwC’s assurance practice, serving multinational clients in IT and communications, aerospace and defense.

Jeff Womer

• Speaker, Partner - Technical Accounting & IPO Services, SOAProjects, Inc.
• NetSuite

Prior to joining SOAProjects in 2021, Jeff spent 30 years in PwC’s Assurance Practice, including 15 years as a Partner with the Firm and two National Office tours. From 2015 to 2018 he was selected and served a National Office tour as PwC’s SEC Services Technology Industry Portfolio Lead Partner, responsible to bring the highest level of GAAP technical accounting and SEC knowledge and experience to a large number of PwC’s public company clients in the technology industry. 

Jeff brings a broad range of skills and perspectives to his clients but specializes in advising and assisting those that need consultation in the preparation of registration statements to be filed with the SEC, whether... Read more

Matt Rafferty

• Speaker, Manager Technical Accounting, SAOProjects, Inc
• NetSuite

Prior to joining SOAProjects, Matt was a Senior Associate at BDO serving both public and private clients in the technology and hospitality industries. Matt has supported clients through every stage of the ASC 606 process, from adoption to disclosure in the financial statements. He has experience in ongoing public company filings with a variety of bundled products and services. At SOAProjects, Matt works with his clients on SSP methodologies, contract reviews, POB analyses, preparing financial statements disclosures, and drafting 606 technical memos. Matt lives and works in Salt Lake City, Utah. 

Joe Dillon

• Speaker, Director of Customer and Partner Success, Bitwave
• NetSuite

Joe Dillon is the Director of Customer and Partner Success at Bitwave. He is a CPA and joined Bitwave after spending the first decade of his career in public accounting. Joe has been active in the crypto space since 2017 and he is excited about the future of digital assets.

Jessie Luna

• Senior Solution Consultant
• NetSuite

Jessie Luna is a Senior Solution Consultant, NetSuite.

Jake Cook

• Speaker, Lecturer at Harvard Business School and Co-Founder, Tadpull
• NetSuite

Jake currently teaches at Harvard Business School and the University of Montana and has spent his career spanning technology, digital marketing and analytics for companies such as Microsoft, Google, Kickstarter, Caterpillar and DonorsChoose.org. As a cofounder at Tadpull, Jake works closely with leadership teams to help them scale eCommerce businesses leveraging data and customer-centricity.

Daniel McCarthy, PhD

• Speaker, Professor at Emory University's Goizueta School of Business and Co-Founder, Theta
• NetSuite

Daniel McCarthy is an Assistant Professor at Emory University's Goizueta School of Business. His research specialty is the application of leading-edge statistical methodology to contemporary empirical marketing problems and he has been published in top-tier academic journals. He is the co-founder of Zodiac and Theta Equity Partners.

Erik Zhou

• Speaker, CAO at Brex
• NetSuite

Erik Zhou is the Chief Accounting Officer at Brex.

Kevin Moore

• Speaker, Controller at Brex
• NetSuite

Kevin Moore is the Controller at Brex. 

McKenzie Duncan

• Speaker, Senior Analyst at Accenture
• NetSuite

McKenzie is a Consulting Senior Analyst at Accenture with a demonstrated history of working in the logistics and supply chain industry. McKenzie specializes in NetSuite ERP Implementations, as she is passionate about the optimization of Warehouse Management Systems and Demand Planning Solutions. McKenzie is skilled in Data Migration and Analysis, Functional Software Design and Project Management.

Sam Mueller

• Speaker, Management Consulting Manager at Accenture
• NetSuite

Sam Mueller is a Management Consulting Manager at Accenture with 4+ years extensive Supply Chain and Warehousing Industry experience. Sam leverages his experience to architect industry best practice, optimized solutions for system implementation projects. Sam has an expertise in NetSuite Warehousing and Supply Chain.

Sam Hart

• Speaker, Technical Accounting Consultant, LeaseQuery
• NetSuite

Before joining LeaseQuery, Samantha worked as an auditor at a Big Four accounting firm. She uses her auditing experience to research and monitor complex accounting problems in her role as technical accounting manager. She graduated from Florida State University with a Master’s degree in accounting.

Erik Wallen

• Speaker, Regulatory General Counsel, Sovos
• NetSuite

Erik Wallin is a Regulatory General Counsel in the Sovos Regulatory Analysis and Design Department. Erik has been a member of the Sovos team for over 10 years and focuses his work on U.S. transaction tax law which includes special expertise in the taxation of technology and the taxation mechanisms that apply throughout the Colorado home rule jurisdictions. Erik is a member of the Massachusetts Bar, has a B.A. from York College of Pennsylvania, a J.D. from New England School of Law, and an L.L.M. in Taxation from Boston University.

Chuck Maniace

• Speaker, VP, Regulatory Analysis & Design, Sovos
• NetSuite

An attorney by trade, Chuck leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers continually compliant. Over his 17-year career in tax and regulatory automation, he has provided analysis to the Wall Street Journal, NBC, Forbes, Bloomberg and more. Chuck has been named to Accounting Today’s list of “Top 100 Most Influential People” for both 2019 and 2020.

Kaitlin Upchurch

• Speaker, SVP, Cyber & Technology Practice Leader at Lockton Companies
• NetSuite

Kaitlin Upchurch joined Lockton in 2022 to lead the Cyber and Technology Practice for the Lockton Texas Series. Kaitlin is dedicated to helping clients navigate cyber and technology risk management challenges. Kaitlin has worked with cyber and technology errors and omissions insurance products since 2007 and is passionate about the challenge that cybersecurity presents to organizations as well as to the insurance industry.

Tamara Bruno

• Speaker, Partner at Pillsbury Winthrop Shaw Pittman LLP
• NetSuite

Tamara Bruno leads the Texas section of Pillsbury’s Insurance Recovery & Advisory practice. She advises companies and institutional policyholders on complex and cutting-edge issues involving insurance and risk, and represents clients in high-stakes litigation involving insurance coverage disputes. Her primary focus is on specialized insurance coverages, including Directors & Officers liability, Cyber, Commercial Crime and Professional Liability insurance.

John Patrick

• Speaker, IT Risk & Compliance Manager at Bridgepoint Consulting
• NetSuite

John Patrick is a proven IT Risk and Compliance Manager with over 15 years of experience across a multitude of skillsets including cybersecurity and data protection, internal audit, and security and compliance. John’s experience includes leading IT internal audits for public companies, managing IPO readiness projects for various industries, evaluating technology environments and controls for public company readiness, and performing various IT assessments.

Krithika Ramadoss

• VP, Risk Strategy
• NetSuite

Krithika Ramadoss is a VP, Risk Strategy for BILL. 

Philip Peck

• Vice President - Finance Transformation & Advisory Services at Peloton
• NetSuite

Philip brings over thirty-five years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment efforts, digitally enabled business process transformation, and optimizing technology investments to enable superior performance. He has led numerous process improvement and finance transformation projects for global companies across various industries that span data governance and decision analytics, scorecard development and implementation, management reporting and analysis, budgeting and forecasting, information management business requirements, and business transformation roadmap development.  Mr. Peck is a frequent speaker on planning and performance management subjects a... Read more

Dan DeVall

• Vice President of Business Development at Airbase
• NetSuite

Dan is the Vice President of Business Development at Airbase. He previously held leadership roles at Coupa and Tipalti. Prior to jumping into fintech, he spent over a decade in banking at Wells Fargo Bank, where he was a key leader in establishing their tech banking group focusing on software and fintech companies.

Evan Heby

• Sr. Manager, Partner and Industry Marketing, Tipalti
• NetSuite

Evan is a data-driven marketing professional with experience in sales and business development. He works on creating alignment between marketing, sales, alliance partners, and product to help tackle key business initiatives and inform strategic decision-making. Before joining Tipalti, Evan worked at Oracle NetSuite, as Head of Services Industry Marketing.