CFO PANEL FORUM


Wednesday, October 26 | 1:45pm - 3:00pm


Focus of the Forum


As the economy continues to struggle, CFO’s appear to be much more involved in technology investments than ever before.  As CIO’s we believe that we are directly contributing to the bottom line of the company and that we are strategic drivers of business performance.  Do CFO’s feel the same way?  A recent joint study between Gartner, Inc., Financial Executives Research Foundation (FERF) and the Committee of Finance & IT (CFIT) of Financial Executives International (FEI) shows that the CFO influence in IT is growing as CFOs alone have authorized 26 percent of all IT investments, while CIOs alone have authorized only 5 percent of IT investments.  The survey also showed that 42 percent of IT organizations report directly to the CFO, and 33 percent of IT organizations are reporting to the CEO.

During this session, we will hear from five CFO’s on their view of IT and if they believe IT is a strategic driver of business performance.  We will hear how we can improve our relationships with the CFO to ensure that future investments are properly funded and business objectives are met.

Moderator:

Angelo Mazzocco - President - Pillar Technology Group

Panelists:

Matt Moellering - EVP, CAO & CFO - Express
Andy Rose - CFO - Worthington Industries
Rick Schwieterman - CFO - OCLC


Moderator:


Angelo Mazzocco

President - Pillar Technology Group


Angelo Mazzocco is the President of Pillar Technology Group. Pillar specializes in helping customers to deliver more value to their markets with greater speed. They serve a number of large and midsize organizations in the midwest.

Prior to joining Pillar, Angelo was the Chief Information Officer of Progressive Medical, Inc. Prior to coming to Progressive he was the vice president and chief information officer of The Dispatch Printing Company and Affiliates. The Dispatch Printing Company and Affiliates include 16 privately held companies.

He has served as an adjunct faculty member of the Ohio State University and Otterbein College since 1991.

An active leader in the Columbus community, Angelo co-founded the CIO Forum, CIOhio CIO Symposium, and TechTomorrow events, which are a collection of more than 60, 250 and 350 respectively of corporate-level technologists who network and share information related to the alignment of technology solutions for solving business problems.

Angelo serves on the Boards of Gladden Community Settlement House Board, the GroundWorks Group, and Technology Advisory Board of OCLC.

Angelo and his teams have been the recipient of awards including TopCAT Executive of the Year, TopCAT Large Technology Team of the Year, TopCAT Technology Service Provider of the Year, Information Week 500 Technology Innovation, ComputerWorld 100 Best Places to Work in IT, CIO100 finalist, and GroundWork Group Volunteer of the Year.

Panelist:


Matt Moellering

EVP, CAO & CFO - Express


Matthew C. Moellering has served as the Executive Vice President, Chief Administrative Officer, Chief Financial Officer, Treasurer and Secretary of Express since October 2009. Prior to that, he served as the Senior Vice President, Chief Financial Officer, Treasurer and Secretary of Express from July 2007 to October 2009 and the Vice President of Finance from September 2006 to July 2007. Prior that he served in various roles with Limited Brands from February 2003 to September 2006, most recently as Vice President of Financial Planning. He started with Limited Brands as a Finance Director from 2003 until 2004. Prior to that Mr. Moellering served in various roles with Procter and Gamble where he was employed from July 1995 until February 2003 and prior to that as an officer in the United States Army. Mr. Moellering earned a BS from the United States Military Academy and a MBA from Duke University.

Panelist:


Andy Rose

CFO - Worthington Industries


B. Andrew “Andy” Rose joined Worthington Industries in December of 2008 as chief financial officer.

Before joining Worthington, Rose worked at MCG Capital Corporation where he was a senior investment professional in the Atlanta office for the $1.5 billion public company. He focused on making control-equity investments and providing debt financing for private equity sponsored deals. Target investments ranged from $10 to $75 million in the manufacturing, distribution, transportation and logistics and infrastructure services industries.

Previously, Rose was partner, co-founder and member of the investment committee with Peachtree Equity Partners, a $110 million private equity fund backed by Goldman Sachs. He managed debt and equity recapitalizations for manufacturing, distribution and service firms, served on the board of directors of various companies, advised management on growth strategies and operations, and managed the firm’s institutional investor base. Prior to that, Rose was employed by Wachovia Capital Associates, where he served as vice president of private equity for five years. In that role, he focused on mezzanine and equity investments of $3 to $15 million in business services, financial services, government contracting, specialized manufacturing and distribution.

Rose earned his master of business administration degree from Duke University and his bachelor’s degree from the University of North Carolina. A native of Columbus, Ohio, Rose is married with two children and resides in Upper Arlington, Ohio.

Panelist:


Rick Schwieterman

CFO - OCLC


Rick is Executive Vice President and Chief Financial Officer, Treasurer. In this role, he oversees all OCLC enterprise activities related to finance, accounting, related Board of Trustees administration, human resources and administrative services, as well as organizational controls, policies and procedures. He also oversees cooperative governance, real estate holdings and OCLC’s investment portfolio.

Prior to joining OCLC in 1992, Rick was a partner with the international accounting firm of Deloitte & Touche LLP. There, he was partner-in-charge of the Columbus, Ohio office’s Emerging Business Services practice where he directed the high technology and middle market audit practice. While in Columbus, he also served as a national partner in the retail and real estate industries.

Rick serves as treasurer of the Columbus Metropolitan Library Foundation Board of Trustees and is a member of The Center for Research Libraries Budget and Finance Committee. He is a past senior trustee of the American Library Association’s Endowment Fund and past treasurer of The Center for Research Libraries Board of Directors, and also served on its Executive Committee.

Rick is President of the Dublin AM Rotary Charitable Foundation and Association for Corporate Growth Columbus (ACG). He is a member of the Chief Financial Officer Forum (CFOF) of Tech Columbus and past board member of both the Dublin Arts Council and Columbus Sister Cities International (CSCI). In 2002, he was named Business Person of the Year by the Dublin Chamber of Commerce. He is a member of the American Institute of CPAs (AICPA), The Ohio Society of Certified Public Accountants (OSCPA) and Financial Executives International (FEI).