Thinking, creating and reporting value

Transcription

1 Thinking, creating and reporting value How to link leadership, business models, and society CIMA President s Conference in partnership with University of Edinburgh Business School Speaker and panellist profiles (listed alphabetically by last name) Tommye Barie CPA, Partner at Mauldin & Jenkins, LLC, Immediate Past Chair of the AICPA Board, the American Institute of Certified Public Accountants for , will be a member of the conference panel. Tommye received her BBA in Accounting from Stetson University, and since starting her career in 1983, she has focused much of her career on serving governmental entities and not-for-profit organisations. Services provided to such clients include financial and compliance audits, agreed-upon procedures, compilations, reviews, internal audits, and general consulting services. Tommye also has experience auditing construction and other commercial entities. Tommye has an extensive history of service to the accounting profession. From and , she served as a member of the AICPA s governing council and from , she was a member of the AICPA s board of directors. She served as chair of the AICPA s Finance Committee from , and the National Accreditation Commission from Tommye was the president of FICPA from and is still a member. She has additionally been a member of the AICPA s Compensation Committee, Audit Committee and Strategic Planning Committee, as well as the Member Advisory Panel and the Nominations Committee. In addition to the AICPA, she is a member of the Government Finance Officers Association (GFOA) and the Florida Government Finance Officers Association (FGFOA).

2 Professor Ian Clarke, Dean of University of Edinburgh Business School and Professor of strategy will give the welcome address at the conference. Professor Ian Clarke joined the University of Edinburgh Business School from Newcastle University in 2012, where he was Director of the Business School. A previous Chair in Strategic Management at Lancaster University Management School, he has held positions at Durham, Glasgow and Manchester. And is also a former internal strategy consultant for Tesco PLC. A graduate of The Australian National University (PhD, Research School of Pacific and Asian Studies, 1984) and the University of Wales, a Senior Fellow of the Advanced Institute of Management Research (AIM), Ian is an Academician of the Academy of Social Sciences (AcSS), and a Fellow of the Chartered Institute of Marketing (CIM). His research centres on the discursive leadership skills of senior managers, with the aim of improving their understanding of, and influence through, language skills. Guy Jubb, Global Head of Governance & Stewardship at Standard Life Investments - a foremost authority on corporate governance - will give the conference keynote speech. A Scottish chartered accountant, Guy s career spans merchant banking, corporate finance, venture capital and fund management roles in London, New York and his home town of Edinburgh. Before taking up his current role, Guy headed up Standard Life s smaller companies and private equity teams. He pioneered the development of its corporate governance team in Guy has been deeply involved in developing best practice approaches to corporate governance. He is co-chair of several influential groups, including the Global Auditor Investor Dialogue, and the GC100 and Investor Working Group. Also, he is a member of the Council of the Institute of the Chartered Accountants of Scotland and of the Standing Advisory Group of the Public Company Accounting Oversight Board, the US audit regulator.

3 Peter Knott, Executive Director at Green Investment Bank (GIB), will be a member of the conference panel. Peter qualified as a chartered accountant with Deloitte & Touche in 1988 before joining Jardine Fleming where he worked in Hong Kong and Tokyo in the securities and fund management businesses. He later moved to New York as the chief financial officer for JP Morgan Chase's global investment banking coverage and mergers and acquisitions groups. More recently, he worked for Standard Chartered, where he held roles including group treasurer, consumer banking group chief risk officer, and group head of operational risk. In his role at GIB, Peter has built the bank s risk and compliance framework and led GIB through the process of becoming regulated by the FCA. Myriam Madden FCMA CGMA, President, CIMA, Chartered Institute of Management Accountants, will be giving the welcome address at the conference. Myriam is an experienced Director of Finance, specialising in finance and operational transformation across a broad range of organisations in the public sector, financial services and internationally in a global blue-chip company. She has a strong background in finance and business with extensive experience in governance, business strategy, mergers, acquisitions and operational transformation. Organisations where she has led finance functions include Hewlett Packard, Agilent Technologies, HBOS, Scottish Arts Council and Historic Scotland. While Myriam was born and educated in Ireland her career has been based in the UK with assignments in Europe and the US. Since 2007, she has held a number of voluntary leadership positions with the Institute. These include serving as a non-executive member of CIMA s governing Council, chairing international policy committees, vice chair of Professional Standards Committee, serving as a non- executive member of the Audit & Risk Process Committee and also membership of both the Lifelong Learning Committee and Marketing Committee. She has also been chair of her local Edinburgh branch. Myriam s career began at Hewlett Packard and their telecommunications spin-off company, Agilent Technologies, from 1987 to Her career there included roles as Acquisition Manager for a US

4 acquisition, European Internal Consultant based in London and Business Support Manager based in Scotland. Moving to financial services and HBOS from 2002 to 2004 Myriam project managed the development of a corporate Balanced Scorecard which became the standard reporting tool across a number of finance and operational departments, across multiple locations in the UK. Myriam joined the NHS between 2004 to 2007 as the Deputy Director of Finance and Corporate Risk Manager. She was then recruited as the Director of Finance for the Scottish Arts Council in to drive financial performance in a period of change and to simplify legal structures in preparation for a merger. She was subsequently appointed as Programme Manager in Creative Scotland and had responsibility for the programme management of the framework to manage investments and projects. From May 2012 Myriam was the Director of Finance for Historic Scotland, an organisation of over 1,100 employees. Her responsibilities included corporate planning, financial management, shared service management and business improvement and procurement. She has a broad range of experience across the public sector, financial services and internationally in a global company which positions her well to represent a broad range of CIMA members. Myriam lives in Edinburgh with her husband and her son. In her spare time, Myriam enjoys cycling and particularly touring holidays. Myriam also enjoys the festivals that Edinburgh has on offer throughout the year.

5 Professor Paolo Quattrone, Chair in Accounting Governance & Social Innovation, University of Edinburgh Business School (UoEBS), will be a member of the conference panel. Before joining UoEBS, Professor Quattrone was professor of accounting and management control at IE Business School, Madrid, and reader in accounting at the Saïd Business School, and official student (fellow) of Christ Church, at the University of Oxford. A truly international scholar, he has conducted research and taught at the Universities of Catania, HEC- Paris, Kyoto, Madrid Carlos III, Manchester, Oxford, Palermo, Siena, Stanford and Luigi Bocconi of Milan. His work addresses questions related to the emergence and diffusion of accounting and managerial practices in historical and contemporary settings. Professor Quattrone has published widely on the interface between management control and information technologies (especially ERPs), the history of accounting and management practices and thinking, the diffusion of management solutions, and the managerial-isation of higher education institutions. His research appears in journals such as Accounting, Organisations and Society, Administrative Science Quarterly, and Contemporary Accounting Research. His work on the accounting and administrative practices in the Jesuit Order has been featured in the Financial Times. As Fulbright New Century Scholar at the University of Stanford, Professor Quattrone conducted research on changes in higher education and the university. He also served on the Standing Scientific Committee of the European Accounting Association for several years. He is associate editor of The British Accounting Review and Critical Perspectives of Accounting, and sits on the editorial boards of major academic journals such as Accounting Organisations and Society, Accounting, Auditing and Accountability Journal, also the Accounting Historians Journal and Organisation. More recently, Professor Quattrone teaches, consults, and researches in the area of major programme management, where he is developing a series of case studies on reporting, governance and leadership practices. These are to address issues of risk and uncertainty in complex organisations for courses that he teaches at Oxford, and for the Major Projects Leadership Academy of the UK Cabinet. Professor Quattrone is also an associate fellow at the Saïd Business School, and a senior research associate of Italian Studies at Oxford, both at the University of Oxford.

6 David Robertson, Chief Financial Officer, Scottish Borders Council, will be a member of the conference panel. David joined Scottish Borders Council as Chief Financial Officer in September The CFO has legal responsibility for ensuring the proper financial administration of the Council and the Scottish Borders Pension Fund. Originally from Perth, David graduated from Glasgow University in 1992 and qualified as a Chartered Public Finance Accountant (CPFA) in David has been actively involved with CIPFA (the Chartered Institute of Public Finance and Accountancy) for many years and has previously held positions as Scottish Treasurer ( ) and Senior Vice Chair ( ). CIPFA is the only professional accountancy body to specialise in Public Sector Financial Management. He was recently appointed to the role of Scottish Branch Chair.

7 Lady Susan Rice CBE is Chairman of Scottish Water, and President of the Scottish Council for Development and Industry, will give the conference dinner keynote speech. Previously managing director at Lloyds Banking Group Scotland, and before that chief executive then chairman of Lloyds TSB Scotland plc, Lady Rice became the first woman to head a UK clearing bank in 2000, and the first woman to be appointed president of SCDI in In July 2014, she became the first chair of newly established Scottish Fiscal Commission. Alongside her roles as a commercial banker and currently non-executive director of J Sainsbury plc, and the North American Income Trust, Lady Rice was also a member of the recent First Minister's Council of Economic Advisers. A founding non-executive of Big Society Capital, and previously of Charity Bank, she has helped develop numerous social finance models in the US and the UK. In the arts, Lady Rice chairs the boards of the Edinburgh International Book Festival, and Edinburgh's Festivals Forum, and works extensively with Scotland's National Galleries as chair of its patrons to ensure a vibrant cultural base in the country. A director of the Bank of England until summer 2014, Lady Rice was also for 11 years a nonexecutive director of Scottish and Southern Energy plc, the UK's largest producer of power from renewable sources. Through chairing Scotland s 2020 Climate Group, she helps lead cross-sector collaboration on reduction of carbon emissions and has spoken internationally on financing renewables and on climate justice. Lady Rice is also founding chair of the Chartered Banker: Professional Standards Board which is creating, for the first time, professional standards for bankers throughout the UK, and a founding non-executive of the new Banking Standards Board. Originally from Rhode Island, prior to going into banking, Lady Rice had an early career in academia as dean at Colgate and Yale Universities. She has degrees from Wellesley in Massachusetts and Aberdeen University and also honorary doctorates from seven Scottish universities. She is a regent of the Royal College of Surgeons Edinburgh, patron of Oxford s Said Business School, a trustee of the University of Edinburgh, and a fellow of the RSA, the Chartered Banker Institute, and of the Royal Society of Edinburgh.

8 Katie Scott-Kurti Head of Reputation and Communication, CIMA, Chartered Institute of Management Accountants will facilitate the conference panel. Katie works in External Affairs where she is responsible for delivering CIMA's advocacy strategy by working with colleagues and partners around the world. She has direct oversight of the PR and communications teams and is responsible for the delivery of number of core strategic programmes that tell the story of Management Accounting. She is responsible for CIMA's in-house magazine Financial Management and has co-written the institute's last two annual integrated reports. Katie has 15 years' experience in PR and communications and sits on the Chartered Institute of Public Relations' International Committee. Dr Noel Tagoe, Executive Director of CIMA Education at CIMA, will chair the conference panel. Dr Tagoe oversees the formulation and implementation of CIMA's research strategy, the development of CIMA's qualifications and related assessment. He was previously Head of Research and Development at CIMA. Prior to joining CIMA, Dr Tagoe taught at University College Dublin (UCD) in Ireland, and the universities of Manchester, Reading and Oxford in England. Between academic appointments he held senior accounting and strategy positions with BP and Elf Aquitaine (now part of Total Oil) in Africa. In addition, he established and led KPMG's financial advisory consulting practice in West Africa for three years. Dr Tagoe is a chartered accountant from Ghana. He holds an undergraduate degree from the University of Ghana, and postgraduate degrees from the universities of Dundee and Oxford.

9 Charles Tilley, Chief Executive, CIMA, Chartered Institute of Management Accountants, will give the closing remarks at the conference. Charles Tilley is Chief Executive of CIMA, the Chartered Institute of Management Accountants, the world s leading and largest management accountancy professional body with over 227,000 members and students operating in 179 countries. Since joining CIMA in 2001, Charles has significantly raised CIMA s profile and brand. He has developed and implemented a stakeholder-centric strategy resulting in impressive levels of member and student growth. Charles is a prominent advocate for global reform of corporate reporting, and a commentator on a wide range of business issues. At CIMA, he has led advocacy to effect change on finance, governance and accounting issues with government, regulators, standard setters, the World Bank and other such organisations. He continues to direct CIMA s thought leadership activity, focused on governance, the development of effective external and internal reporting, performance management, and developments in the finance function. Under Charles leadership, CIMA formed a joint venture with the American Institute of Certified Professional Accountants to establish the Chartered Global Management Accountant (CGMA) designation. CGMA is the global quality standard that further elevates the profession of management accounting. The designation recognises the most talented and committed management accountants with the discipline and skill to drive strong business performance. In addition to his role at CIMA, Charles is currently chairman of International Federation of Accountants (IFAC) Professional Accountants in Business Committee. He was previously the UK Board Member to IFAC, representing the UK accounting profession. Other former IFAC roles include Chairman of the IFAC Business Reporting Project between 2008 and 2011 and Chairman of the UK Treasury Best Practice Panel between 2006 and Charles interest in integrated reporting has seen him chair the IIRC s technical task force, the group responsible for developing the <IR> framework. Currently, Charles sits on the UK Financial Reporting Council s Lab Steering Group.

10 Charles also serves on the Council of Accounting for Sustainability, and is Deputy Chairman at Great Ormond Street Hospital. He previously held various non-executive positions at the Ipswich Building Society between 2008 and Prior to joining CIMA, Charles spent fourteen years at KPMG, becoming a partner in Subsequently, he held senior positions as Group Finance Director of investment banks Hambros plc and Granville Baird.