How Transparency and Automation are Empowering Finance to Achieve Greater Strategic Outcomes


More finance executives are having an impact on business outcomes as their finance leaders advance a new imperative that is one part finance automation, one part numeric transparency.

The pairing of automation and transparency is no accident. Having more time away from transactional processes, finance executives are increasingly tapping the motivational powers of numbers and analysis as they collaborate with and engage employees across the enterprise and provide them with new visibility into key strategic initiatives.

Join us when Dave Pomeroy, CFO, BDNA, explains how creating greater visibility into the business helped to energize BDNA’s growing workforce and increase confidence behind strategic initiatives and management decision-making..

Plus, learn why finance is now the catalyst for greater employee engagement when performance management guru Brett Knowles exposes the link between numeric transparency and strategic outcomes. Also, Michael Shultz of BlackLine reveals which repetitive tasks—such as those associated with order-to-cash, procure-to-pay, and record-to-report—are quickly giving way to automated solutions, allowing finance talent to focus on new strategic initiativesIt’s no secret that the mix of skills and experience demanded by successful finance teams is quickly evolving, and at no time has the need to attract, grow, and retain talent competencies inside the finance function been more critical to finance leaders.

About Our Thought Leaders


Dave Pomeroy, Chief Financial Officer, BDNA
As CFO, Dave leads BDNA’s finance, human resources and legal teams, as well as applies his operational experience to support BDNA’s accelerated growth. Dave joins BDNA with more than 20 years of experience in finance, including holding senior finance positions at Apple, Yahoo and Microsoft. Most recently, he served as the chief financial officer at Symphony Communication Services, where he grew the finance and operations team while leading a $100 million equity financing for the company. Dave also served as the chief financial officer for Rhythm NewMedia, where he oversaw finance, administration and operations. He graduated from the University of California, Santa Barbara, with a B.S. in business economics and earned his MBA from The Wharton School at the University of Pennsylvania.


Brett Knowles, Performance Management & Measurement (PM2)
Brett is a long-time thought leader in the performance measurement space. Over the last twenty years he has worked with Drs. Kaplan and Norton and has had clients referenced in each of their books. Brett has assisted over 3,000 organizations from around the world and in all sectors from AT&T to Zeneca, the IRS to the City of Kingston. His clients have had as many as 250,000 employees and as few as 5. He is the co-founder of the first Balanced Scorecard application, has developed numerous measurement concepts around intangible assets, and has served on countless editorial boards and conference constructs.
Brett’s clients have been profiled in Harvard Business Review, Fortune, and Forbes. There are over 20 business school cases covering the success of his clients.


Michael Shultz, Director of Finance Transformation, BlackLine
Michael is a Product Expert with BlackLine. He combines nearly 20 years of accounting experience in auditing, consulting, and financial reporting management to guide companies on their paths to modern finance. Michael looks beyond the numbers and focuses on process improvements to eliminate manual components, increase efficiencies, and enhance controls across the entire accounting function. When not writing biographies in third-person narrative, he travels the world sharing his experience and presenting innovative approaches to increasing productivity and optimizing the close reporting process.