Robert Kugel, CFA, SVP & Research Director, Business Practice, Ventana Research
Can finance and sales work together in a collaborative manner to achieve a common goal of revenue growth and efficiency? Unfortunately, scattered information, separate systems and spreadsheets impede this opportunity. Change is on the horizon. The use of cloud computing and mobile technology can help to create cross-functional teams to improve the bottom line. New shared applications can dramatically enhance operations through a unified planning and analytics. When companies see the benefits of maturing sales and financial processes through new cloud computing applications and technology, they see the opportunity to act swiftly as well. Learn how innovative companies can move beyond slow quarterly perspectives to an agile enterprise that operates anywhere at anytime. Practice research and experience come together with the future of finance and sales in this session with exclusive insight to research agenda for 2013.
Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and broader business applications. The financial performance management (FPM) research agenda includes the application of IT to financial process optimization and collaborative systems; control systems and analytics; and advanced budgeting and planning. Rob also covers the areas of GRC and Sustainability that span across business and IT.
Prior to joining Ventana Research he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services.
Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder. As an industry veteran with more than 30 years experience.
Rob can be found on Twitter at @rdkugelvr and on LinkedIn and reached via email at firstname.lastname@example.org and read his blog at robertkugel.ventanaresearch.com.