Robert Kugel, SVP & Research Director of CFO and Business Research, Ventana Research
Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and business. His research agenda includes the application of IT to finance and business process optimization – particularly continuous accounting and continuous planning; control systems and analytics; and price and revenue optimization. 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.
C.J. Wehlage, Vice President & Industry Advisor, Kinaxis
With extensive experience, both as a supply chain practitioner and an industry research analyst, C.J. serves as a strategic advisor to Kinaxis, while also supporting global field teams and working with prospects and customers as they define and pursue supply chain excellence strategies. C.J. Wehlage has over twenty three years of industry experience as a supply chain professional, researcher, and technologist. Before joining Kinaxis, he was VP of High Tech Sales at Jonova, and prior to that, VP of Supply Chain at Sony Electronics. C.J. also led the High Tech Practice at AMR Research, responsible for supply chain best practice research & thought leadership in the high tech industry. In addition, Wehlage has held leadership roles at EMC, where he was responsible for S&OP, Manufacturing M&A, Supply Chain IT, and Lean design; Bose, where he led a large scale ERP integration, and Apple, where he led Pacific Operations & WW Desktop Planning. C.J. has also served as an adjunct professor at Northeastern University, APICS CSCP, Six Sigma Black Belt, and is a frequent speaker at supply chain conferences.