Speaker - Robert Kugel

 Robert  Kugel  Thumbnail


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 and read his blog at

4 Programs

Pipe Dream or Possibility? Unified Sales and Finance

11.08.12 | 00:32:18 min | 0 comments

Divide or Conquer? Excellence in Unifying Finance & Sales

11.08.12 | 00:31:32 min | 0 comments

Revealing the Golden Opportunity for the Cloud and People

11.08.12 | 00:34:17 min | 0 comments

The Dramatic Shift from the Ground to Cloud Computing

11.08.12 | 00:27:24 min | 0 comments