Rishi Gupta  (Ex-Walmart, Nike)

publicIdentifier: pgmp

sourced_title: Sr Director - Digital Transformation & AI Strategy

headline: AI Strategy & Transformation Executive | Digital & M&A Integration | CIO/CMO Advisory | Ex-Walmart, Nike | WEF Expert Network | Forbes Council | Wharton CAIO

about:
Senior AI executive with 25+ years orchestrating enterprise-wide AI strategy, GenAI transformation, and multi-billiondollar digital programs across Retail, CPG, Telecom, Pharma, Federal, and Regulated Utilities. Repeatedly hired by Fortune 500 CEOs and Boards to define the AI vision, architect the operating model, and convert AI capability into
measurable P&L impact. Recognized externally as a Forbes Technology Council Member and published AI researcher
on agentic alignment and governance. Trusted advisor to C-suite (CEO, CDMO, COO, CDAO, CHRO) on Build-vs-Buy,
Responsible AI, and Agentic AI roadmaps; equally credible architecting LLM, RAG, and multi-agent systems alongside Product Managers, ML Engineers, and AI Researchers.

Selected Research & Thought Leadership

-Elsevier Research Paper - Gupta, R., Vasquez Torres, E., & Chen, W-L. “Cascading Alignment Failures in Autonomous Multi--Agent Systems: Emergent Deceptive Equilibria and Governance-Aware Mitigation Frameworks.”
ResearchGate - Gupta, R. Ongoing research portfolio on RAI, Agentic Systems, and Enterprise GenAI Governance.

position: WEF Expert Network Member Future of AI & Ethics

company: World Economic Forum

position: Sr Director - AI Alliances, Co-Sell & Enterprise AI Transformation

company: Infosys

description:
- I drive the AI & CX Product solution roadmap, and execution including Data, AI and Digital Commerce and Experience for Fortune 500 clients.
-Lead AI alliances and ecosystem GTM for Fortune 500 clients — joint business planning, partner-sourced pipeline, enablement, and executive governance across Anthropic, OpenAI, AWS, Azure, and GCP ecosystems.
 Architect of in-house Agentic AI agents and accelerators within Infosys Topaz, with published research on multi-agent alignment informing Responsib

position: Member-  Technology Council & AI Research Advisor

company: Forbes Technology Council

description:
Selected member of Forbes Technology Council based on expertise in AI, ML, Digital transformation, and enterprise innovation. Contributing thought leadership articles, industry perspectives, and participating in exclusive peer-networking and advisory opportunities.

https://councils.forbes.com/u/013d10be-19cf-4e15-b42f-8a670aea418b

position: TSC Allivet Online Pharmacy Launch

company: Tractor Supply Company

description:
Tractor Supply Company | Allivet — Online Rx Pet Pharmacy (Program Director, E-Commerce)

-Launched post‑acquisition integration of a pet pharmacy e‑commerce platform, unlocking a $1B revenue opportunity, onboarding 4,000+ SKUs, and expanding the retailer’s $15B addressable market while supporting 3M+ loyalty members.
-Led cross-functional teams (product, engineering, pharmacy ops, data) across multiple vendors and time zones under aggressive Q1 2025 timelines.
-Navigated high-risk regulatory an

position: Nike Greater China & Japan — AI Personalization & Localization (B2C growth engine)

company: Nike

description:
▸ Directed the AI personalization and localization strategy for Nike’s Go-to-China consumer launch on Nike.com.cn
achieving a 40% conversion lift via ML-driven product recommendations, behavioral targeting, and culturally-tuned
content intelligence.
▸ Scaled the AI-enabled digital commerce stack across China and Japan, navigating data-residency, regulatory, and
partner-ecosystem complexity for a flagship global brand.

position: AI-Driven Commerce Platform Launch (Shop.Lululemon.com) - Global cloud-native transformation

company: HCLTech

description:
Lululemon – Ecommerce Platform Modernization & Omnichannel Expansion
Directed end-to-end modernization of a leading athleisure brand’s global ecommerce platform, transitioning from a legacy system to a cloud-native, microservices-based commerce solution that supports web, mobile, and retail channels.

Enabled zero downtime deployment, peak concurrent scale (600K+ users) and reduced service incidents by ~50%, enhancing omnichannel customer experience and positioning the business for 3× online gro

position: AI-Enabled Pharma Drug (Covid19) Manufacturing — FDA-compliant, mission-critical

company: Novo Nordisk

description:
-Led a mission-critical FDA-compliant COVID-19 vaccination automation program with Novo Nordisk, -Catalent, and J&J—delivering global drug manufacturing and regulatory workflows on time (June 2021) during peak pandemic conditions. Directed a mission-critical, FDA-compliant vaccination and drug-delivery automation program during peak COVID, coordinating global partners in a fully remote environment.

-Delivered end-to-end planning, manufacturing, QA, and regulatory workflows on schedule (June 20

position: Enterprise AI & Customer Intelligence - 2M+ customer utility transformation

company: Southwest Gas Corporation

description:
▸ Architected the digital strategy and digital self-service platform for a regulated utility serving 2M+ customers across
Arizona, Nevada, and California — delivered 35% YoY digital adoption growth in an 11-month window.
▸ Established the AI and predictive analytics foundation (Python, AI-assisted development tooling, ML-based service
intelligence) — enabling proactive service capabilities and a measurable shift from call-center cost base to scalable
digital channels.

content:
🚀 𝗜𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲 𝗢𝗻𝘀𝗶𝘁𝗲 𝗢𝗽𝗲𝗻𝗶𝗻𝗴 | 𝗦𝗲𝗻𝗶𝗼𝗿 𝗡𝗲𝘅𝘁.𝗷𝘀 𝗧𝗲𝗰𝗵 𝗟𝗲𝗮𝗱 / 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 (𝗔𝗘𝗠 𝗛𝗲𝗮𝗱𝗹𝗲𝘀𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁)

Infosys is #hiring for a high-impact onsite role on a strategic enterprise digital transformation program, and I'm looking for an exceptional technologist ready to lead from the front, combine deep frontend engineering with headless architecture expertise, I'd welcome a conversation.

🔍 What I'm l

content:
𝗣𝗶𝗰𝘁𝘂𝗿𝗲 𝘁𝗵𝗶𝘀: You deploy 50 safe AI agents. Each one certified. Each one aligned.

Collectively — they collude, drift, and game the system. No current framework catches it.

𝗠𝘆 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗲𝗱 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗼𝗻 𝗦𝗦𝗥𝗡 (𝗘𝗹𝘀𝗲𝘃𝗶𝗲𝗿)→ 𝗜 𝗳𝗼𝗿𝗺𝗮𝗹𝗹𝘆 𝗽𝗿𝗼𝘃𝗲𝗱 alignment doesn't compose, identified three invisible failure modes, and built 𝗚𝗨𝗔𝗥𝗗𝗜𝗔𝗡 — 𝗮 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻-𝗴𝗿𝗮𝗱𝗲 𝗳𝗶𝘅.

𝗔 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗴𝗹𝗼𝗯𝗮𝗹 𝗯𝗮𝗻𝗸 𝗮𝗻𝗱 𝗮 𝗺𝗮𝗷𝗼𝗿 𝗻𝗲𝘄𝘀 𝗺𝗲𝗱𝗶𝗮 𝗰𝗼𝗺𝗽𝗮𝗻

content:
Proud to have co-authored this article on disciplined prioritization and building for real customer value.

- Forbes Technology Council

content: Thanks Forbes Technology Council

content: I’m happy to share that I’ve obtained a new certification: Responsible AI (Safety & Ethics) Strategy for Directors from Carnegie Mellon University - Heinz College of Information Systems and Public Policy!

evidence_experience: "I drive the AI & CX Product solution roadmap, and execution including Data, AI and Digital Commerce and Experience for Fortune 500 clients" and "Lead AI alliances and ecosystem GTM for Fortune 500 clients" - explicitly client-facing sales/delivery, no internal firm ownership


Paritosh Tripathi

sourced_title: Databricks Capability Lead

headline: Associate Director - Data & AI - Accenture

about:
A brief summary of my technical summary would include that I have designed and developed the ELT flow from SAP to Hadoop which has middle-ware components like Hive specific hql scripts, shell scripts, sqoop,SAP SLT and SAP Data Services. This also includes moving complex SAP Tables such as clustered tables like CDPOS etc  to BIG data platform. These tables form a good use case to avoid replication issues.
I have very strong architectural background on a hybrid model i.e transactional system on premise and Data Lake on azure cloud. This includes the challenges such as security, network etc.Have vast experience of integrating SAP and Hadoop technologies which include Hana with Hadoop using SDA, SDI.
Have a very good experience of data migration from SAP to non SAP and vice versa using Data Services and various other techniques. This also includes connecting SAP directly and updating it through IDOC’s.I also have a good understanding of replication techniques (trigger based or log based) and have given most fit to purpose solutions based on the enterprise needs.
I my previous roles I have been involved in implementation, upgrades of reporting (SAP Business Objects) and ETL platforms
My most recent role was in consulting to move data from SAP, non SAP to Big data platform while separating compute vs storage. In my view this seems to be a good use case where organizations can make the best use of cloud technologies and get the best out of every platform.

position: Associate Director - AI & Data - Accenture Australia

company: Accenture

end: Present

position: Databricks Capability Lead

position: Senior Manager

position: 5 MS Data Lead

position: Data Architect - AWS

position: Data Architect - Azure SQL DW

description:
Technical Data assessment of current data platforms of and mapping it to Azure Data and Analytics stack which includes Data factory, Databricks, SQL DW,Azure analysis services. This covers all aspects like security, data classification, data privacy, data pipe line (lamba architecture gap findings), User interviews, data lineage etc.

Technology tool-set -Azure SQL DW Hortonworks based IAAS hadoop platform, SQL Server, HANA, SLT, SAP Data Services, Azure data factory, Databricks, Power BI, SAP a

position: Data Architect - S/4HANA Embedded analytics

description:
SAP S/4HANA Embedded analytics implementation using CDS views,Fiori, embedded BW, analysis for office and Business objects tool set. This includes Finance,P2P and EHS modules.
I designed the data model for EHS module and developed finance  reconciliation reports using CDS views, Fiori and AFO.

position: S/4HANA Central Finance Data Migration Lead

company: EY

description:
• Led the integration and data migration efforts for SAP S/4HANA Central Finance, consolidating financial data from six systems.
• Designed and developed non-SAP interfaces and SAP ECC interfaces for seamless finance transaction data flow.
• Utilized advanced technologies including SAP SLT, Data Services, and AWS to enhance data migration efficiency.

content:
Accenture Databricks Global Hackathon FY’26 | Databricks COPs Takes on AI-Driven Marketing Optimisation

Thrilled to share our participation in the Accenture Databricks Global Hackathon FY’26, where our team collaborated closely with Databricks to explore innovative possibilities on the Lakehouse Platform. What started as a shared passion across conversations and brainstorming sessions evolved int

disposition: DISQUALIFIED

internal_vs_external: external

band: review

band_reasons: disqualified; builder

evidence_experience: "My most recent role was in consulting to move data from SAP, non SAP to Big data platform" and "Led the integration and data migration efforts for SAP S/4HANA Central Finance, consolidating financial data from six systems" - all client delivery work.

resolved_account_name: umlaut company

in_612: yes

in_575: no

suppressed: yes


Lionel Bodin

sourced_title: Senior Director - Digital Transformation

headline: Managing Director | Digital Strategy and Transformation | Agentic AI Advocate & Practitioner

about:
For many years, across both the EU and US, Lionel has been a transformational leader managing highly complex, multifaceted digital programs spanning systems of engagement, digital channels, cloud and on-premises implementations, big data and BI, and major migrations, all within onshore/offshore delivery models and multi-vendor environments.

Over his career, Lionel has built a reputation as a subject matter expert in establishing roadmaps and business cases across customer service, messaging, virtual assistants, automation, and enterprise platform implementation. He brings deep command of the full SDLC, from inception through go-live, shaping strategy and approach, building roadmaps, and clarifying how programs will be delivered. Known for delivery efficiency, he has re-energized multiple stalled programs and driven them to completion.

Today, as Managing Director of Digital Strategy and Transformation at Logic20/20, Lionel helps large enterprises, especially utilities and asset-heavy industries, turn digital and AI ambition into operating reality. His current work centers on agentic AI and AI workforce enablement, deploying agent-based systems, copilots, and intelligent assistants, and moving organizations from isolated experiments to scaled, governed adoption. He advises CIOs and business executives on AI and digital roadmaps, enterprise transformation offices, risk and emergency management solutions, and the modernization of legacy platforms, always connecting technology strategy to measurable business value.

position: Managing Director-Digital Strategy And Transformation

company: Logic20/20, Inc.

description:
I help large enterprises, especially utilities and asset-heavy industries, turn digital and AI ambition into operating reality. My work connects strategy, technology, and adoption to deliver measurable business value.

-Agentic AI and AI Workforce Enablement: agent-based systems, copilots, and governed AI adoption at scale
-Innovation Advisory: AI and digital roadmaps tied to business outcomes
-Risk and Emergency Management: Wildfire mitigation, outage management, emergency operations, and decis

position: Senior Director - Digital Strategy and Transformation

description:
Thought leader in Digital Transformation helping businesses create value through technology. Extensive experience in business growth strategies and large scale complex program delivery.

Focus areas : Strategy and governance, digital roadmaps, digital technology enablement, Center of Excellence creation, innovation process.
Technology expertise : Cloud, Portals, CRM, Messaging channel, Virtual assistants, Automation/RPA, custom development solutions, product management

Responsible for Digital

position: Director, Digital Transformation

position: Practice Leader, Banking and Capital Market, Digital Customer Experience, Salesforce practice

company: Capgemini

position: Salesforce Engagement Leader

description:
Oversaw a national team and 2 offshore teams in efficient delivery of the company’s key global business solution from initial requirement definition to Go-To Market strategy. Collaborated with internal teams and executive stakeholders ; enabled global sales teams on the solution.
Identified and addressed improvements to accelerate pursuit process and knowledge management at a practice level.
Managed pre-sales cycles as a bid Manager, led multiple multi-million pursuits.
Managed client escalati

position: Engagement manager/Functional Lead

description:
Spearheaded a well received digital transformation program composed of a Salesforce, data lake, and middleware implementation.
Supervised and mentored the onsite and offshore team for the data lake project as well as the BA Team.
Coordinated the project with the Salesforce/middleware implementation, architecture, and infrastructure streams.

-Delivered business analysis on reports for a data lake project in 90 days; defined approach and gained stakeholder consensus — appointed as project Enga

position: Delivery executive

description:
Influential in turning around a major project, taking over direct client contact under the Program Manager.
Managed the escalation process and established a remediation plan to get the project back on track.

-Troubleshot operations to identify areas of underperformance; improved reporting processes and communication up to the C-Level, resulting in complete client satisfaction.
-Restructured UAT reporting to provide accurate data to program leadership; defined and executed an action plan to im

content:
What we're seeing in utilities: the AI conversation is moving from the lab to the balance sheet.

Customer bills are under pressure from system growth and wildfire hardening, and traditional O&M inflation only pushes that curve up.

Treated as a cost counterweight, AI creates the headroom to reinvest in the grid without passing every dollar to customers. That makes it a financial planning input th

content:
A pattern is emerging across the utilities we work with: the conversation about agentic AI is shifting from tools to roles.

The strongest teams are asking what a person should own when an agent handles the routine steps, then redesigning the job around judgment, escalation, and exception handling.

The early payoff shows up as faster, better decisions at the edge of operations.

Agentic AI inv

content:
AI is beginning to change the substance of the work, not only its pace. The organizations moving well treat this as a learning problem.

They experiment openly, imagine workflows that did not exist a year ago, and build fluency by applying the tools to real problems.

That reframes the rollout question. The advantage goes to those who put well-scoped, dependable capabilities into people's hands

content:
The number that jumps out is 35,000+ hours saved, but the durable part is how it happened: 60+ production agents built into the regulatory, project delivery, and field operations workflows that used to run on manual coordination and repeated validation, backed by a governance model the utility's own teams now own.

The pattern holding across utilities is straightforward. Scale comes from redesigni

content:
Most of us are still using AI like a faster search box.
What most people need is fluency: the new building blocks have not been learned yet, so we get a sliver of what these tools can actually do.

Here is the shift worth naming. When production cost falls to near zero, owning the model stops being an advantage. Knowing how to direct it becomes one.

--The new litteracy--
A few things most knowled

role_nature: other

band: clear

band_reasons: disqualified

evidence_experience: "Lionel helps large enterprises, especially utilities and asset-heavy industries, turn digital and AI ambition into operating reality... He advises CIOs and business executives on AI and digital roadmaps" - all client delivery, no internal-firm knowledge/AI ownership described anywhere across 15+ years of roles.

resolved_account_name: Logic20/20, Inc.

in_575: yes

suppressed: no


publicIdentifier: rajeshwars

name: Rajeshwar Singh (Views are personal experiences)

sourced_title: Sr Enterprise Solution Architect / Sr Vice President - Solutions , Capability and consulting

headline: Seasoned Delivery, Transformation , Project Management , Complex Solutions Architect and Strategic Leader

about:
I'm a self-starter and a keen learner, always looking for challenging opportunities. With over 23 years of total experience, I’m a seasoned resource who has successfully delivered complex global operations (multi-functional, Multi Location and Multi-Channel) (Across Customer Lifecycle – from customer onboarding, customer service, Sales, Collections to retention), specialty back-office and shared services operations globally in a Technology led BPS business. My journey has spanned over two decades with industry leading IT services organizations, where I got significant experience in setting up scalable Product Support, Technical Support, Sales Ops, Back Office & CX operations for large global clients and learnt different facets of managing knowledge-driven functions which are critical and complex. I have helped scale and setup large customer success / service and specialized back-office programs for Leading S&P Companies, Telecom Companies, Global banks, and Leading Healthcare providers in multiple geographies.

•	I have Experience in Global Delivery Model, Account and Vendor Management, Solution Design, Pre Sales, Project Management and Mobilization. – Across Software and Platform / CMT / Hi Tech, Banking Financial Services, Telecom, Energy & Utility, Manufacturing, Retail, Contact Centre, Health Care, Travel & Leisure.

•	Experience in end-to-end Customer Life Cycle Management – Domain back office, Digital Customer Experience, Digital Inside Sales, Nex Gen Customer Operations, Sales Operations, Product Support, Technical Helpdesk, Analytics, New Gen Technology/Tools implementation, Project Management across verticals / horizontals for customers across the regions (Americas, EMEA, APAC, and ANZ).

•	External Tech product providers vendor management – collaborated with T

position: Sr Enterprise Solution Architect / Sr Vice President - Solutions and Capability

description:
- I manage the Global Solutions as an APAC lead for Software & Platform (Trust & Safety, Customer Support, Sales Operations, Digital Inside Sales, product support and Cloud Support).
- I work with global organizations in designing their support road-map to enable them to be next generation service providers with focus on cognitive platforms, Digital Self-Service and intelligent analytics.
- Consultative Selling and advisory to organizations around outsourcing strategy, engagement models, proces

position: Pratice Head - Solutions, Transitions and Pre-Sales

company: HCL Technologies

description:
•Keep a close watch on customer service market trends and embed new technology  solutions in meeting CX Targets
•Leading a team of Transitions /Pre-Sales/Solution consultants to support Telecom, Hi-Tech, Manufacturing, Retail, Banking Financial Services, Energy & Utility, Product support, Technical Support and Contact Center.

•Leading a team of Transitions consultants and also managing end to end transitions form opportunity identification, due diligence, transition planning, Knowledge transfe

position: Associate Vice President - Solutions, Transitions and Pre Sales

company: WNS Global Services

description:
• Prepare proposals / RFIs / RFPs in accordance with the client’s needs for providing best-fit techno-commercial solution
• Work closely with Advisory firms showcasing WNS’ expertise and value propositions, including regular client/ prospect interactions, qualifying enquiries, identifying right products & providing appropriate solutions
• Lead in Diagnostic/ Feasibility study to determine the offshorable opportunity size
• Prepare presentations and customized documents and market sensing for new

position: Group Manager - Solutions, Transitions and Service Delivery (Operations)

description:
Cluster Lead - Transitions and Solutions Management at  HCL Technologies
January 2010 - September 2012

Before Moving into Transitions / Solutions i was responsible for leading a Service delivery team of 650 FTE for a Leading telecom and BFS client.

During my Tenure in Transition / Solution I played a key role in setting up 2 Mailrooms Centers in UK for HCL and 2 Mailroom operations for Ireland and 1 contact centre in the UK for bank of Ireland/Post Office Financial Services (POFS)

Transitio

position: Service Delivery Leader -  ( CITI Card Services– Inbound Customer Service , Sales and Back Office)

company: Concentrix

description:
Key Job Responsibilities
• Overall performance and productivity metrics of the business by managing a work force of 2 Managers, 6 Sr. Team Leads, 18 Team Leads, 8 Coaches/SME and 375 associates.
• To maximize profitability within campaigns.
• To meet all Tier-1 metric targets for the business and KRA assigned by the Management.
• Responsible for entire Scheduling of the Process based on client projections.
• Spear Headed the CSAT initiatives for the entire LOB and ensure Improvement.
• Responsi

position: Deliver Head (Collections, Tech Helpdesk , Order Mgmt & Voice ,  Email , Chat Customer operations

description:
Key Job Responsibilities
• Leading a Team of 350 FTE, 18 Team Leaders, 4 Process Managers, 12 SME/Coaches
•To ensure achievement of Client S.L.A. and Client Satisfaction and as well as targets set internally by Contact Center Management through the effective management of a number of Team Leaders
•Responsible for BT Campaign Management and updating daily revenue / forecasting hour & manpower
•Responsible for scheduling and billing for the campaign
•To ensure that through effective client relatio

position: Unit Manager - Service Delivery

company: Mphasis

description:
During my tenure I was part of the team involved in CITIBANK Offshore to Onshore transition of 4 processes Citibank ( Cards Underwriting, Fraud Early Warning ,Credit Risk Early warning, Citibank Cards back office Travel Suppression)
I also was part of the Pilot Teams of  Abbey National, Santander and Capital one US.

• CITIBANK Underwriting / Fraud Early Warning / Credit Risk Early Warning - These process involved in Underwriting of the Cards application before approval , detecting fraud before

position: SME / Process Expert

company: GE Capital International Services

description:
During my tenure I was part of the Pilot team involved in remote transition of 3 processes (BankOne (JPMC) -MCS Cards and GE Card Services Underwriting )

• GE Cards Services (BankOne (JPMC) – MCS) - This process involved processing/Issuing of private label credit cards for GE Cards services in the US

• Fraud Underwriting for GE Cards Services - This process involved in underwriting of private label credit cards issued by GE Cards services in the US

content:
Another fantastic and insightful learning experience.
View my verified achievement from Accenture. This Learning is a developed by Accenture in collaboration with the Stanford Institute for Human-Centered Artificial Intelligence (HAI).

#HITL Keeping Human in the lead , not Human in the loop.
#ReinventionWithAgenticAI #AIInnovation #ResponsibleAI #AgenticAI #Stanford #Accenture #LearningInProgress

content: View my verified achievement from Project Management Institute.

evidence_experience: "Consultative Selling and advisory to organizations around outsourcing strategy, engagement models, process identification, captive management and re-badging" and "Deal pursuits, solutioning, onsite transition" - purely external client delivery/pre-sales work.


John Shumadine

sourced_title: Thought Leadership Director

headline: Americas Thought Leadership Director

about:
I am a proven leader delivering business and mission success for Consulting, Fortune 1000, National Security, and Veteran organizations.  I have an extraordinary record of building and managing exceptional virtual teams by recruiting and developing future leaders in business.  I have provided analysis to US Presidents and corporate executives.

I have been effective at creatively applying new technologies, streamlining client-facing operations, and engaging diverse stakeholders to deliver measurable and impactful results.  I have a deep understanding of all facets of thought leadership, intelligence, data science, and research capabilities, resulting in thoughtware globally recognized as the highest quality in the consulting industry.

I spearheaded finance and operations to launch Deloitte's award-winning thought leadership website, including its migration to Adobe Experience Manager (AEM) platform.  I have a strong technology and operational background with experience establishing and honing operations in India, Mexico, and Europe.  Overseas operations improved from their original mission of being back-office support into highly-effective and acclaimed client-facing, eminence roles.

position: Thought Leadership Director

description: Establishing a thought leadership “center of excellence” with guiding principles, infrastructure, and differentiated, evidence-based thought leadership tied tightly to business needs while meeting the highest quality standards.

position: Chief Executive Officer

company: Brand Intelligence

description: Business advisory firm helping clients gain and sustain competitive advantage through insights and strategic management.

position: Strategy Director

company: EY-Parthenon

description: Working closely with EY's Strategy and Transactions (SaT) and Consulting leaders to define SaT's Knowledge, Research & Origination (KR&O) strategy and boost the team's capabilities.  Tasked with driving internal insight, intellectual property development and origination efforts, ensuring a viable and value-added service to the business.

position: Managing Director, Specialized Strategy Services/Deloitte Insights

company: Deloitte

description:
Leading Deloitte's premier Research & Insights organization
•	Managed 160 people, operations and budget for Deloitte's Research & Insights, including Center for the Edge, Center for Integrated Research, Economics, and Deloitte Insights (formerly DU Press).
•	Founded and led Data Science team producing innovative thoughtware elevating Deloitte's brand while generating 230% ROI annually on new products/services since its inception in 2015. Launched RegExplorer product/service offering generating $

position: Managing Director, Strategy, Brand & Intelligence (SB&I)

description:
Thought leadership leader responsible for advancing US and global marketing strategy.
•	Managed 168 people, operations and $60m budget for Deloitte's Brand & Eminence Group, includes Digital Marketing, Themes, Social Media Marketing, Economics, Market Insights, Brand, Data Scientists, Corporate Citizenship, PMO, and Publishing (Deloitte University Press).
•	Structured joint industry centers with Deloitte National Industry Leaders to make high impact thoughtware investments.
•	Integrated high per

position: Director of Deloitte Intelligence

description:
•	Oversaw daily management and operations of 200+ person intelligence practice across 23 US cities, three Indian and two Mexican cities, including personnel, project, $30m budget, legal, system, client service and administrative issues.
•	Advisory role on client service engagements to improve market and competitive intelligence capabilities with clients including Adobe, Allstate, Colonial Life, Eli Lilly & Co., Hallmark, Marriott, Microsoft, Motorola, Pfizer, Sprint, TransCanada, Unum, and Wri

position: Senior Manager, Research & Analysis

description:
•	Advisor to national and regional managing partners for strategic planning, sales growth, new product development, client satisfaction, financial management, target marketing and competitive intelligence.
•	Managed multi-million dollar business development center budget; increasing productivity 60% and reducing costs 91% within three years.
•	Established a national competitive intelligence operation.
•	Successfully elevated the Washington, DC office's Emerson Client Satisfaction rating from la

position: Manager, Financial Advisory Services

company: PricewaterhouseCoopers LLP

description:
•	Launched new PwC service line to provide corporate due diligence for Fortune 1000 corporations seeking to acquire companies in developing countries.
•	Investigated small, mid-sized & large firms prosecuting corporate fraud/abuse.
•	Conducted pricing analyses for clients to determine affect of changes on customer preferences, competition, market share, revenues, and profitability.
•	Performed business valuations of companies in a variety of industries.

content: Forecasting the short-term and long-term impact of this conflict on business will be enormously challenging.

disposition: STRONG

primary_strip: B

internal_vs_external: internal

evidence_experience: "Managed 160 people, operations and budget for Deloitte's Research & Insights, including Center for the Edge, Center for Integrated Research, Economics, and Deloitte Insights... Founded and led Data Science team producing innovative thoughtware elevating Deloitte's brand" - clear ownership of the firm's own internal knowledge/research/IP function across multiple large-scale roles (Deloitte Intelligence, Deloitte Insights, EY-Parthenon KR&O strategy, EY Thought Leadership CoE), spanning 20+ years of building and owning internal knowledge/IP infrastructure at three different consulting firms.

resolved_account_name: EY ifb


Astik Ranade

publicIdentifier: astikranade

sourced_title: Partner, AI Digital Transformation - HR and Workforce

headline: Partner - AI for WS-HR Lead, PwC

about:
Seasoned executive and AI-driven transformation strategist, driving innovation at the intersection of talent, technology and business, with a history of capturing value. Combines deep workforce expertise and sales, business development, and P&L ownership for a dual perspective on people and growth.

Recognized as a pioneer in Agentic AI for HR for leading the creation of PwC Agentic AI Workforce taxonomy and playbook, establishing a clear path from pilot to scale. Adept at translating cutting-edge AI concepts into pragmatic programs that ensure technical viability and human-centric value.

Proven ability to build world-class teams and high-performance cultures, with leadership roles across New York, Dubai, Singapore, Mumbai, and Miami. Entrepreneurial founder with grit and deep cultural fluency, effectively partnering with Fortune 500 leaders to transform organizations and help excel in competitive global markets.

SKILLS, COMPETENCIES & EXPERTISE
Strategic Leadership & Business Transformation: Executive & C-Suite Strategic Alignment, AI-Driven WF & HR Transformation, Future of Work & Agentic AI Solutions

Artificial Intelligence for HR: AI and Agentic HR Architecture, Governance, and HR Value Realization anchored by a distinctive dual language fluency in technology and HR and informed by hands on delivery

Human Capital & Talent Development: Leadership Development, WF & HR Transformation, HR Operating Model Design, Executive Assessments & Team Building, Educational & Learning Programs, Digital Solutions

Client Delivery & Market Engagement: Consulting & Advisory Practice Start-Up and Growth, Thought Leadership & Speaking Engagements, Stakeholder Relations, Partnerships & Alliances

Commercial Strategy & Business Development: Sales, Go-to-Market Strategy, Revenue Growth

company: PwC

description:
•	Spearhead a large-scale AI HR transformation program, including a first-of-its-kind Agentic AI, optimizing a 1500+ person function, delivering 30-35% efficiency gains.
•	Lead a complex Agentic AI and Digital HR transformation project, crafting an execution strategy for a 400-600 person function, targeting a 28% efficiency gain.
•	Managed a multi-year HCM implementation, guiding execution, change management, stakeholder alignment, and new capability development. Executed several WF & Technology

position: Partner, Consulting Country Head

company: Heidrick & Struggles

description:
•	Built and launched consulting arm in India to complement the firm’s executive search business. Increased market visibility for advisory services, executed go-to-market strategy, drove pipeline, and led end-to-end client engagements to create a thriving practice.
•	Represented the firm as a public spokesperson and earned recognition as the go-to partner for the most valuable relationships. Facilitated CEO interviews from leading companies: Softbank, Ashok Leyland, and Cipla. Elevated the firm’s

position: Founder

description:
•	Founded DOT.2.DOT to leverage deep Human Capital Consulting expertise and proven HR know-how to help C-level leaders strengthen their executive presence, consulting capabilities, and customer-facing skills.
•	Developed structured leadership development content, frameworks, and delivery material that went beyond sales, reflecting depth and credibility. The value was validated early, with the first client meeting landing a development program deal for 120 executives.
•	Coached CEOs on strategi

position: Management Consultant

description:
•	Led talent technology implementation engagements across 25 client organizations, including a major HR tech transformation initiative for US Bank. Orchestrated stakeholders and resources, drove leadership alignment, created process controls, and delivered effective transition strategies.
•	Headed the team responsible for transforming Deloitte’s approach to HR Business Partnership.

position: Chief Commercial Officer, Partner

company: Aon Hewitt

description: •	Led commercial strategy and sales for scale transformation programs, building a $30M pipeline. Scaled and managed a team of 45 consultants and executed standardized marketing plans and frameworks.

position: Business Head - Workforce Analytics & Planning

company: Mercer

description: •	Managed client engagements across 15 countries and served as the cross-regional sales lead. Built high-performing project teams of 10 to 50 consultants across APAC, executing strategic client initiatives in the areas of HR strategy, workforce planning, analytics, and technology implementation.

position: Practice Lead - Human Capital Transformation

position: Senior Business Consultant

content:
Over the last 6-12 months, AI in HR has moved from planning and experimentation to scaled execution, making project experience now more important than ever.

I’m excited to join Wesley Long from AT&T and Mauricio Soares Costa Machado from CBRE at the #SHRM26 Executive Network Experience on Tuesday, June 16 at 9 a.m. for a practical conversation grounded in real project experience.

We will discu

content:
Watching Sabah Cambrelen  and Rob Dicks on a panel on Enabling  Agentic AI for HR at SHRM today.

Sabah asked the room: who has launched an agent in HR? Roughly 50–60% raised their hands.

Then Sabah pressed further: who has moved to scale, executing on a platform of pilots to demonstrate ROI? Far fewer hands went up.

Takeaway: over the next 12 months the conversation will move towards - Scaling

content:
How can you tell if your HR tech is truly “agentic” or just automating legacy processes faster?

There’s a rush of “agentic AI” claims in HR. But many so-called agents are deterministic automations: reliable, but can’t adapt, learn, or coordinate across systems. True agentic AI operates in goals, not steps. It interprets context, adjusts in real time, and orchestrates end-to-end. Automation made H

content:
I had the pleasure of working with Dave Ulrich, one of the most influential architects of modern HR. We collaborated on how AI and agentic AI are reshaping the way work gets done, and on the evolution of the operating model. As a career HR practitioner, this has been a personal career high, and I appreciated the opportunity to walk in the shadows of giants.

Three insights from our work surface a

evidence_experience: "Spearhead a large-scale AI HR transformation program, including a first-of-its-kind Agentic AI, optimizing a 1500+ person function, delivering 30-35% efficiency gains" - this describes work done FOR a client's workforce, not PwC's own internal knowledge base or IP-reuse function.

resolved_account_name: PwC Experience Center


Santos Gilarranz

publicIdentifier: santos-gilarranz

sourced_title: Managing Director, NA Oracle Practice Lead at Accenture

headline: Global Delivery Lead - Oracle Business Group | Inclusion & Diversity Champion | Managing Director at Accenture

about:
I lead the best Oracle Technology delivery organization in the industry. Helping clients transform their businesses and drive value from their ERP implementations. Passionate about delivery, you will always find me advising clients, overseeing our most challenging programs and coaching our teams for success.

As an inclusion and diversity champion with a strong belief that equality starts with opportunities, I sponsor or lead many initiatives within our local and NA business, deploying strategies for attracting, retaining and growing our diverse leaders.

I am a collaborative leader with over 30 years of experience and a passion for complex delivery challenges. I have significant experience in ERP based transformation programs with a reputation for strong client relationships, delivering results and building successful teams.

Outside of work you will find me active in sports, be it tennis, cycling, golf or going for walks in our local Georgia parks.

company: Accenture

position: Managing Director

company: BearingPoint

position: Advanced ESE

company: EDS

evidence_experience: "I lead the best Oracle Technology delivery organization in the industry. Helping clients transform their businesses and drive value from their ERP implementations... advising clients, overseeing our most challenging programs and coaching our teams for success."


Josh Knipp, CPCU

publicIdentifier: joshknipp

sourced_title: Partner, Technology & Transformation Platform - Functional & Industry Tech Practice Lead

headline: Partner at PwC || Practice Lead - P&C Operations and Tech powered by Guidewire

about:
Josh is a Principal with PwC's Advisory Services.  He is a key leader in PwC’s insurance core transformation practice, and has more than thirteen years of experience in technology strategy development, mobilization, and execution of complex transformation programs, with particular emphasis on Policy Administration and Billing systems implementations.   He has specific expertise in helping companies utilize a business driven approach to executing on their key technology enabled initiatives.

Josh is co-author of the PwC Viewpoint  “Fire, Ready, Aim… Don’t Miss the Point of a Policy Administration Transformation”, and a 3 part series in Information & Technology focusing on the importance of a sound benefits case before moving forward with a policy administration transformation.

Josh has worked extensively with property and casualty carriers of all size throughout his career.  He has led or played key leadership roles on core insurance transformation programs ranging from a $25B multi-national carrier to an $800M regional carrier.  He has a specific expertise in commercial lines insurance.

Josh has a degree in Finance and Economics from the University of Kentucky, and worked for Accenture, Capgemini, and Diamond Consulting before joining PwC’s Insurance Advisory practice in 2010.   Josh is a Chartered Property Casualty Underwriter (CPCU) with a certification emphasis on Commercial Lines.

Josh has been a contributor to highly respected industry publications, including AM Best's Review, Insurance & Technology, and Insurance Networking News.

Industry Specialties
• Commercial & Specialty Lines P&C Insurance
• Personal Lines P&C Insurance
• Group Insurance

position: Partner - Practice Lead - P&C Operations and Tech powered by Guidewire

position: Partner

position: Director

position: Manager

company: Diamond Management & Technology Consultants

company: Capgemini Consulting

position: Sr. Consultant

content:
Join PwC's America at 250 webcast on July 23, 3 to 4 PM ET, featuring Pulitzer Prize-winning historian Doris Kearns Goodwin. She'll join PwC leaders to discuss what history teaches us about leading through change.

Register now, this is live only with no replay: https://pwc.to/4ffNucJ

#America250 #AmericaInMotion

content:
From reactive operations to proactive insight. Learn how AI-driven DevOps agents on AWS help teams turn analytics into action—supporting smarter decisions across modern cloud environments. Read our new Tech Effect blog: https://pwc.to/3PI9Qte

#AWS #AIAnalytics #DevOPd #PwCTechEffect #CloudTransformation #AWSAPN #AWSPartners

content:
PwC is expanding its alliance with Anthropic through a multi-year investment to build the AI-native future. Where others are running pilots, PwC is running production.

Read more about the expanded collaboration between PwC and Anthropic: https://pwc.to/4uvZ5JH

content:
Intelligence at the speed of F1. See what makes it possible: https://pwc.to/4a3ClIH

#pwc #F1

content: We are delighted to be recognized by Forrester as a Leader in The Forrester Wave™: AI Consulting Services, Q2 2026. Find out more. https://pwc.to/4x2vj0G

evidence_experience: "Josh is a key leader in PwC's insurance core transformation practice... has led or played key leadership roles on core insurance transformation programs ranging from a $25B multi-national carrier to an $800M regional carrier. He has a specific expertise in commercial lines insurance."


Cody Cox

sourced_title: Research Director

headline: Experienced Academic in Industrial/Organizational Psychology & Organizational Behavior | Passionate About Data-Driven Solutions to Help Organizations Reach Their Goals | Seeking Consulting Opportunities

about:
I am an experienced Professor dedicated to providing my students and clients with transformative learning experiences.  I have consulted with leaders in a wide-array of industries such as health care, automotive manufacturers, insurance providers, and government agencies. I strongly advocate for impactful policies that improve inclusivity, cross-cultural competence, and employee engagement.
I am skilled in Data Analysis, Quantitative Research, Research Design, Program Evaluation, and Experimental Design. I hold a Doctor of Philosophy (Ph.D.) focused in Industrial and Organizational Psychology from Rice University.  I have served as Program Coordinator, Department Chair, and Chair of the Institutional Review Board.

position: Professor

company: St. Mary's University

position: Associate Professor of Industrial/Organizational Psychology and Organizational Behavior

position: Assistant Professor of Industrial-Organizational Psychology and Organizational Behavior

position: Research Director

company: Endeavor Management

position: Assistant Professor

company: Texas A&M University - San Antonio

description: Taught classes in industrial-organizational psychology, research methods, social psychology, cross-cultural psychology, and tests and measurements.

company: University of Texas at Brownsville

position: PhD Candidate

company: Rice University

description: Taught classes and conducted research

position: Consultant

company: NASA Goddard Space Flight Center

description: I interned at the Workforce Planning Office and examined the rates of promotion of various groups within their diverse workforce.  I learned a great deal from their experienced staff about career planning and diversity projections.

content: This sounds like an amazing opportunity for  Industrial/Organizational Psychology Department at St. Mary's University alumni!

content: I am speaking at 2026 SIOP Annual Conference. Please check out my talk if you're attending the event!  - via #Whova event app

content: Very much enjoyed hosting a panel on generational stereotypes at #siop2026.  Grateful to the impressive experts and interactive audience who participated! Thank you David Costanza, Haleema Sadia, Ph.D., Ryne Sherman and Brian Ruggeberg for sharing your insights and expertise!

content: I am hosting a panel at the 2026 SIOP Annual Conference on "Rethinking Generational Differences in the Age of AI" (Session ID1086). Hoping for a great turnout!  - via #Whova event app

band_reasons: disqualified; company_concern

evidence_experience: "I have consulted with leaders in a wide-array of industries such as health care, automotive manufacturers, insurance providers, and government agencies" - client-facing external consulting with no internal firm-knowledge ownership.

resolved_account_name: Endeavor Management


Sajid Kadri

sourced_title: Director - Digital Transformation

headline: Partner at PwC

about:
Sajid is a Director in PwC’s Insurance Advisory practice, focused on delivering expertise in insurance operations, business strategy, and driving solutions for client's day-to-day business problems. Sajid has been adding value to the clients by advising them in articulating business cases and implement sustainable transformational initiatives.

Bringing more than 15 years of experience in property & casualty insurance business, from Claims Management, Policy Administration, Reinsurance Business, Contact Center and Litigation Management across Fortune 500 companies. Sajid has demonstrated expert business operational knowledge and adept consulting acumen.

He is an MBA in International Business, Associate in Claims from The Institute (formerly known as AICPCU) and a certified Business Analyst.

Specialties:
Claims : Claims Modernization and Claims Product Consulting, Guidewire ClaimCenter
Policy Administration : Guidewire PolicyCenter
Reinsurance : Treaty & Facultative Business
Litigation Management

position: Director - Digital Transformation

position: Manager - Digital Transformation

description:
Manager in Insurance Advisory practice
consulting P&C insurance carriers in their transformation journey from strategic initiative, business case definition through execution.

Focused on product implementation, assisting Claims and Underwriting Business Units through Inception, Configuration/Integration and UAT phase of core system implementation.

Expert in insurance product definitions (ISO or proprietary) for policy admin system implementation.

LOBs: Workers Compensation, Personal & Co

position: Sr Associate - Insurance Consulting

position: Business Consultant

company: L&T Infotech

description:
Business Consultant in L&T Infotech P&C Insurance's Domain Consulting Group assisted clients in requirements planning, gathering, documenting and communication. As a Business Consultant
demonstrated good analytical, problem solving and exceptional communication skills. Provided advice and consulted Claims Business Units and SMEs at Fortune 500 companies.

Led the requirements effort for projects executed on Agile Methodology from stories identification, scrum/iteration planning/scoping to develo

position: Asst Manager - PL Claims

company: Tata AIG

description:
Began the career as Insurance Trainee, learned the insurance principles and claims handling best practices and procedures. Worked as a Field Loss Adjuster; independently assessed and settled more than 3000 Personal Line Claims.

Worked at a home office assessing and evaluating Large Losses, Theft Claims, Denials and potential Fraudulent Claims. Facilitated decision making at home office working with Legal and SIU counterparts.

Organized and executed 'Claims Estimation' training for all new hir

content:
TL:DR

When I started my journey as a loss adjuster, I could not have imagined that it would one day lead to this milestone serving clients in the P&C #Insurance industry.

I am deeply honored to share that I have been admitted to the Partnership at PwC. This moment means a great deal to me and by no means its an individual achievement. It represents years of learning, growth, sacrifice, resilienc

content: Silobustr …

content: Incredibly proud by this achievement, this is testament to helping clients navigate through the #AI noise and achieve tangible results #PwCProud

content:
Honored to share that PwC has been recognized as a Leader in Everest Group’s Guidewire Services PEAK Matrix® Assessment 2026, continuing our Leader position from 2024. 🏆

For our clients, this recognition is about outcomes: faster product launches, simpler customer and agent journeys, stronger claims and underwriting performance, and lower total cost of ownership. 🚀

We bring end-to-end Guidewire

content:
Actionable insights coming out of Insurance Innovators USA fireside chat on impact of #GenAI on Injured workers and Work Comp claims processing.

For those interested in going deeper, we’ve captured more insights here: https://genaiwc.com/

evidence_experience: "Manager in Insurance Advisory practice consulting P&C insurance carriers in their transformation journey from strategic initiative, business case definition through execution."


Stefanie Dolpp

publicIdentifier: stefanie-dolpp

sourced_title: Head Of Digital Marketing

headline: Global Digital Marketing and Operations Leader at Oliver Wyman

about:
I’m a senior communications and marketing leader with 20+ years of experience helping organizations connect more meaningfully with their audiences through strategic storytelling, digital innovation, and modern brand experiences. My background spans public relations, corporate communications, and marketing across corporate, agency, and public-sector environments.

Today, I lead a globally distributed, cross-functional team responsible for the firm’s digital marketing strategy, scoial media, operations, and innovation agenda, including shaping how AI is transforming the way we market, engage, and deliver value at scale.

People who work with me value my ability to connect strategy with execution, bring clarity to complexity, and build collaborative environments where creativity, technology, and data come together to drive measurable impact. I enjoy helping teams and brands communicate with relevance, consistency, and authenticity across increasingly dynamic digital landscapes.

I believe technology should enhance human connection, not replace it. That’s why I’m passionate about creating digital experiences that are not only effective and scalable, but also responsible, user-centric, and built for open and sustainable digital societies.

position: Director of Digital Marketing & Operations

company: Oliver Wyman

position: Director of Marketing & Communications, Financial Services

position: Senior Communications & Marketing Manager, EMEA

position: PR & Marketing Manager

position: PR Consultant

company: Citigate Dewe Rogerson

company: Media Consulta

position: Internal Communications

company: LBBW

content:
The future of growth will be shaped city by city, not country by country.

Our latest OliverWyman Forum report highlights how competitiveness is increasingly defined by connectivity, innovation, talent, and climate resilience. One insight that stood out to me: the rise of city clusters as engines of growth,  ecosystems like Munich–Stuttgart–Zurich that combine specialization, resilience, and scal

content:
Oliver Wyman has entered into an agreement to acquire CR3 Partners,  further strengthening our ability to support clients through complex restructuring and performance challenges.

It is always a special moment to prepare to welcome new members to the firm. Looking forward to what we can achieve together.

band_reasons: disqualified; owns_internal_but_killed

evidence_experience: "I lead a globally distributed, cross-functional team responsible for the firm's digital marketing strategy, social media, operations, and innovation agenda, including shaping how AI is transforming the way we market, engage, and deliver value at scale."

resolved_account_name: Oliver Wyman


Sanket Das

sourced_title: AI and Technology Leader | Practice Head - Distribution Management & SPM

headline: AI and Technology Leader | Practice Head - Distribution & SPM | Insurance Transformation

about:
I lead EY’s AI and Technology Transformation offering for Insurance, focused on reimagining how carriers operate across the value chain through AI, intelligent automation, and next-generation digital architectures.

My work spans actuarial, core modernization and distribution, helping insurers embed AI into mission-critical processes to drive better decisions, improve risk outcomes, and transform customer and producer experiences.

At the core, we are building systems that bring precision, adaptability, and continuous learning into insurance operations, enabling carriers to shift from reactive processes to proactive, data-driven decisioning at scale.

company: EY

position: Chair - AI Council

company: NAIFA Chicagoland

position: Member Board of Directors

position: Fellow

company: BCS, The Chartered Institute for IT

position: Senior Manager - Insurance & Actuarial

company: PwC

position: Pre Sales Lead - Life Insurance

company: Majesco

position: Senior Associate Consultant- Insurance & Actuarial

company: Infosys Consulting

position: Actuarial Intern

company: ICICI Prudential Life Insurance Company Limited

content:
It was a privilege to join Cheri Trites-Versluis for a fireside chat at ITCC organized by AltaWorld, with Vinita Jajware-Beatty, AccBD expertly moderating the discussion. We explored how customer expectations are fundamentally reshaping the insurance industry and why AI is enabling an entirely new era of personalized customer experiences for both policyholders and producers.

The conversation cent

content:
Sales Performance Management (SPM) is at an inflection point.

I had the opportunity to participate in a fireside chat at the CaptivateIQ conference, where we explored how AI is reshaping the future of incentive compensation, sales performance, and revenue operations.

For years, organizations have viewed SPM primarily as a platform for calculating commissions. Today, leading organizations are exp

content:
Everyone is talking about AI Agents. I think we're missing the bigger story.

What excites me most about Claude's emerging ecosystem of Project taxonomy - Skills, Rules, Commands, Hooks, Workflows, Plugins, MCPs and Tools that are not the agents themselves. It's the fact that they provide a framework for democratizing enterprise knowledge at scale.
For decades, insurance companies have operated on

content:
It was a privilege to deliver the keynote at the 𝗡𝗔𝗜𝗙𝗔 𝗖𝗵𝗶𝗰𝗮𝗴𝗼𝗹𝗮𝗻𝗱 𝟮𝟬𝟮𝟲 𝗔𝗻𝗻𝘂𝗮𝗹 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝘂𝗺𝗺𝗶𝘁. My focus - 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗔𝗜.

What stood out was the caliber of the room. Leaders and stalwarts from across Financial Services and Insurance engaged in a direct and meaningful dialogue on how AI is reshaping the industry.

We moved past the hype and into the questions that mat

content:
Over the last 18 months, I’ve spent most of my time building AI systems, agentic architectures, and enterprise transformation models focused on solving real business problems at scale. The learning in this space never stops.

Recently completed the “Claude with the Anthropic API” course from Anthropic and it was a strong opportunity to sharpen concepts that are rapidly becoming foundational to ent

evidence_experience: "I lead EY's AI and Technology Transformation offering for Insurance, focused on reimagining how carriers operate across the value chain" - this is a service sold to insurance clients (carriers), not EY's own internal knowledge/AI function.


Brieuc B. Balamba, PMP

publicIdentifier: brieucbokuetengebalamba

sourced_title: Head of Digital & Analytics

resolved_account_name: Avertim


Barbara O'Neill

headline: Global Chief Information Security Officer at EY

position: Vice President IT

company: ABR Benefit Services

position: Programmer Analyst

company: Verizon

evidence_experience: Long tenure (1997-Present) as Global CISO at EY, indicating ownership of EY's own internal information security function across the global organisation, not a client-facing security consulting role.


David Resseguie

sourced_title: Sr. Director, Tax Innovation AI and Emerging Technology Leader

content:
I'm excited to share that I've been promoted to Managing Director at PwC, leading our Tax AI Engineering & R&D efforts.

This milestone is the result of a lot of learning, a willingness to take on new challenges, and—most importantly—the incredible people I've had the privilege to work alongside. I'm grateful to all the leaders, teammates, coaches, clients, friends, and family who have supported m

content: Although this article is primarily about the shifting focus from SEO to making your information more readily available for AI systems like Google's AI Overview, the same concepts apply more broadly for making private data available to agents within our own internal AI ecosystems.


Andrew Kupetz

sourced_title: CTO. Digital Transformation & Engineering. Enterprise Data & AI

headline: CTO (Digital Transformation & Engineering)

about:
My passion is to inspire and empower humans & humanity with :

The impact of the Purpose;
        Who, Why* ( Values, Value, and Context )
The question and art of the Possible;
        What, How ( and Not )
The science of the Profound;
        How To ( Contextual Composition )
        With What ( Components )
The answer in the Pragmatic;
        Whole ( Dynamically Compose Your Business )
The learnings and Outcomes of our Performance.
        The Perpetual Why*

My definition of a Blueprint, brings all of the above together.

I am known for the invention and deployment of many global industry and client transformation Blueprints, that empower vision, reinvention, strategies, roadmaps, use cases and execution.

A proven thought leader, change & delivery agent with a unique ability to identify and communicate true needs, opportunities, and dissolve complex problems for the benefit of all. And to distill them in your Blueprint.

This is exemplified by a solid track record in defining, leading and delivering business and digital transformations and their end to end systems engineering requirements (people, organisation, process, data & technology ). In a manner that achieves understanding, alignment and stunning outcomes.

I have a multi-faceted and adaptable skill set developed via broad and deep experience in most industries and many roles; including CTO ( technology & transformation ), Strategy and Consulting, Chief Architect, Software Engineer/Developer, Services/Practice Leader, Program/Project Manager, new business development, and sales & marketing support. Consulted with, advised, or been seconded to a vast array of Australia’s big brands, start-ups and International assignments.

I invented and created the packaged solution “Know Your Customer” (CRM+), before i

company: Accenture

description: Digital Core, Cloud Services, Data, Modern Data Platforms, Data Products, AI, Intelligent Automation, & GenAI. Composable Ecosystems, Enterprise, and Solutions. Clean Core. Innovate at Scale.

position: Chief Executive Officer

company: inBrilliance

description: My contracting, freelance, and ventures vehicle.

position: Executive Advisor

company: Advent One

position: Chief Product Officer

company: TomorrowX

position: CTO ( Technology & Transformation ). Head of Strategy, Design, Engineering and Data

company: Bendigo and Adelaide Bank

description: Head of Enterprise Discovery, Data, Technology Strategy, Design & Engineering

position: CTO & Director : Cloud Computing ( full stack engineering )

company: IBM

description: Cloud Advisory Leader

position: CTO & Chief Architect, Telecommunications

description:
Global Technology Services
Telstra Account

position: CTO & Chief Architect, Banking & Insurance

description:
Financial Services Sector
Banking & Insurance


Bindiya Khurana

sourced_title: Director- Emerging Technologies Risk

headline: Lead Account Partner - City and County of LA | Technology led transformation leader | State and Local Government Advisor| Board Member

about:
Partner with 18 years of experience designing innovative technology strategies, managing major IT business transformations, and solving complex risk, compliance, privacy, and security challenges. Expert communicator, teambuilder, and influencer managing teams and stakeholders from multiple domains. Adept at aligning technology solutions with business goals, and gaining buy-in from executives for strategic initiatives. Proficient at anticipating security, privacy, and compliance risks, and developing compliance solutions, managing organizational change, building trust with stakeholders at all levels, and developing high-performing teams.

I am a problem solver and lead with a long-term view and have the ability to see many steps ahead in a process. I mapped out my career trajectory from a young age. At a time when few Indian women worked in my field, I set a goal for myself and achieved it—and paved the way for other women leaders to follow the path.

Key Accomplishments:
—	Established a privacy governance framework for the world’s largest digital transformation. Led design of privacy controls and secure data sharing models for government use of citizens’ data; enabling citizen trust and use of unified digital identity to access government, banking, and other services.
—	Lead IT partner for two of the largest SOX and security compliance audits for KPMG on the West Coast. Lead a team of 20+ professionals to deliver high-quality compliance audits; enable the use of automation to increase quality and efficiency of audits; reduced manual audit hours by 10% over the last two years and increased data coverage by 20%; led response to successful regulatory inspections.
—	Led development of KPMG’s GRC services and point of view, including strategy and go-to-market plan for

position: Partner

company: KPMG US

position: Managing Director

position: Director- Emerging Technologies Risk

company: KPMG

position: Director

position: Manager

description: Risk Consulting

position: Manager - Advisory Development

description:
- Project manager for designing KPMG’s Governance, Risk and Compliance (GRC) technology services framework including GRC dashboards and analysis of GRC tools for internal consumption.
- Worked with subject matter professionals globally; report to sponsor partner and GSC service lead.
- Developed internal GRC tool analysis for priority/non-priority tools

description:
Key areas of responsibilities:
 - Establish innovative strategies to build demand and improve operations for captive offshore unit.
 - Work with global stakeholders to form a team in India to deliver advisory development engagements with subject matter experts in multiple geographies;
 - Work with identified demand generators to equip them with relevant communication and marketing strategy for the offshore model.

content:
In today’s highly virtual world, it is easy to forget the value of in-person connections. Today, we had our bi-monthly in-person team meeting, and it served as a powerful reminder of a simple truth: we are absolutely nothing without a team.

For the past 3+ years, this dedicated group has been working diligently together on a highly complex and critical client
engagement. Watching their sustained

content:
Grateful to have had an opportunity to attend Los Angeles Fleet Week Senior leadership seminar and hear all the planning and coordination efforts our regional leaders are making to prepare our city for the major events in coming weeks, months and years.
As Lt. Gen. A.C.Roper rightly captured “ Plans may change. Complexity will grow. leadership Endures. Be ready, be connected and lead”

Thank you

content: As part of the Women Corporate Directors  Los Angeles Chapter, Michelle Wroan and I had the privilege of hosting a compelling conversation about the rapidly changing role of boards in today’s increasingly fast paced world. We were also lucky to have Miriam Hernandez-Kakol as our guest speaker. Miriam highlighted (paraphrased) how Today, navigating volatility requires a different kind of boardroom—

content: Joining fellow higher education leaders at the 2026 NACUBO Annual Meeting? #KPMG is a proud Silver Sponsor of this year's event. Let's connect in Anaheim to explore innovative solutions and share insights. See you there! https://bit.ly/4f2RrBk

content:
Our City and County of LA and State of California SLED Account teams had a busy week attending two key conferences in Southern California: CALIFORNIA EMERGENCY SERVICES ASSOCIATION and WTS International Annual Conference.
Key takeaways for us:
As we count down to the major global milestones ahead of us, the work behind the scenes is what will ultimately define our success. These sessions reinfor

evidence_experience: Established a privacy governance framework for the world's largest digital transformation. Led design of privacy controls and secure data sharing models for government use of citizens' data; Lead IT partner for two of the largest SOX and security compliance audits for KPMG on the West Coast.

resolved_account_name: Global Strategy Group, by KPMG


Raveesh Bharti

sourced_title: AI & Digital Technology Transformation Leader || Strategic Account Director

about:
•	Strong exposure to Sales, Delivery and Pre-Sales roles for Consumer Goods and Retail Vertical.
•	Responsible for Order Book, Revenue and Gross Margin for one of the largest Consumer Goods Account in beverages industry.
•	Lived in Brazil for 6yrs, strong in building Relationship with culturally diversified group in Americas.
•	Deep Domain/Industry knowledge on Consumer Goods and Retail business.
•	Well conversant with C-Level executive on Transformation road map of SMAC, Digital, ERP, CRM and Infrastructure.
•	Clear ability to understand Legal, Fiscal and Economic Risk of different Market for IT business.
•	Proven leadership skill as Sr. Program Manager
•	Started first SAP engagements in Latin America as Service Delivery Manager in 2010 for Largest Global Tobacco Customer and Global Breweries Customer.

company: Cognizant

position: Client Partner - Driving Digital Transformation

company: Wipro Limited

description:
International Experience in Technology Consulting for LATAM, North America and APAC regions.
   - Success and Growth for Strategic Consumer Goods Customer.
   - Driving Digital charter and strategy; managing heathy P&L.
   - Cross-functional portfolio of initiatives, designed Client's Business Transformation roadmap.
- Deep Domain understanding to built Digital product for improved adaptability and faster ROI.
- Established close relationships with key stakeholders to drive the futuristic busine

position: Sr. Client Success Leader - Driving Digital Transformation

position: Account Program Manager

position: Global Account Manager

company: Wipro Do Brazil Technologia

description:
·	Ownership of Account Revenue, Order Book, Cost of Delivery and Customer Satisfaction (CSAT).
·	Focus on New Business for Growth - Cross selling and Up selling.
·	Target Global, Regional and Local IT budgets by leveraging global spread of the team.
·	Build relation at all levels of the customer organization with deep domain and delivery experience.
·	Work with internal Practice Managers and local resources on ground and tactically build the network.
·	Connect with Partners to get the  best p

position: Account Manager for Large Global Accounts

description:
- Owning the Business Growth and P&L for large global accounts in Consumer Goods Industry for Americas region.
- Managing C Suites relation in the region to provide strong pillars for the account growth in the region.
- Well connected with HQ and represented our strength in the region and earned their confidence.
- Seamless articulation of values as IT partner and communication across hierarchy with stake holders
- Breaking language and culture barrier to become one team.

position: Program Manager

description: Managing Large Multi Lingua Program for Global Customer in Tobacco Industry. The nature of industry makes it extremely demanding and competitive due to high government regulation. The Program has 3 Large Components - 1. Sub program on Managed Services platform for Global SAP Engagement for Latin America 2. Huge volume of SAP Development and Transformations for whole of Americas including Canada 3. Application Support & Maintenance for Non SAP highly Customized Home Grown CRM application for Key

position: Presales - Business Development Manager

description:
- Worked as Pre Sales Consultant for Business Development activity from offshore for US market.
- Responded to RFP's and proactivly crafted value proposition for demand generation
- Worked closely with field team to Win Large Deals for US market in Retail and Consumer goods vertical
- Led strong Solution and pricing model to improve the probability of Wins.
- Strong flavor of domain and business value was one of the key for each win.

content: We keep hunting for Teachlogical leap where it can make the difference in people’s life. Got a chance to meet Optimus, it’s a wonderful experience. I/We could reimagine on how the world will look in near future.

content: I’m happy to share that I’ve obtained a new certification: AI for Productivity from Pearson!

content: View my verified achievement from Pearson.

evidence_experience: "Ownership of Account Revenue, Order Book, Cost of Delivery and Customer Satisfaction (CSAT)" and "Driving Digital charter and strategy; managing heathy P&L" for external client accounts - all roles are client-facing sales/delivery/account management, no internal firm function ownership.

resolved_account_name: Cognizant Consulting France


Claire Grant

publicIdentifier: clairepickerillgrant

sourced_title: Director, Global Learning & Professional Development

headline: Global Learning & Development Director

about: A thought partner to executive leadership, I shape learning and development strategies that shift behaviour and boost performance. As an accredited executive coach and mediator, I foster high-performance cultures and drive meaningful change in globally dispersed teams that elevate individuals and support strategic goals.

company: Bain & Company

description:
•	Partner with global HR and training teams to drive consistency in learning and development strategy and leadership capability across teams and geographies.
•	Provide executive coaching to client facing senior leaders (+150 hours), leveraging ICF accreditation to support leadership growth and retention as needed.
•	Establish and lead the L&D Centre of Excellence for talent acquisition (TA) teams (350), aligning international learning, development and leadership initiatives with team and regiona

position: Global Recruiting Lead - Technology & Analytics

position: Associate Director

company: Gordon Yates

description: Recruiting for a number of high profile clients, including Marilyn Monroe when we first started, Gordon Yates has been recruiting for almost 70 years making us the longest established independent recruiter within our market.

position: Resort Representative

company: Skiworld Ltd

description:
Management of 4 chalets and staff.  Responsible for meeting weekly sales targets for ski packs, apres-ski and ski leading,
ensuring that Skiworld standards of customer service were met, weekly client transfers, resort accounts and paperwork.

position: PARTNERSHIPS MARKETING EXECUTIVE

company: Diners Club International

description:
Diners Club was the first ever Charge Card and in 2002 was accepted in 6 million establishments with 8 million Cardholders.
Involved in acquisition and retention marketing initiatives through CRM and direct marketing campaigns, ranging from statement inserts and messaging to advertising and direct mail.

•	Focused on Merchant marketing, concentrating on increasing and developing existing card acceptance through creating and extending business partnerships.	•	Negotiating exclusive offers from D

position: SALES and MARKETING EXECUTIVE

company: F. Bender Limited

description:
Benders is the UK’s leading manufacturer of paper tableware and after spending University sandwich year (August 1997 – August 1998) with the company, I returned following the creation of a specific role in the restructured marketing department.
An incredibly broad role working closely with the Marketing Manager. I had exposure to all aspects of the BtoB marketing mix and was completely involved in sales (support and telesales), market research, new product development and the entire launch of a

content: My friend has created a job board for those who work with animals, and those who would like to👉 jobswithanimals.co.uk.  Please share anyone who might find this useful!

evidence_experience: "Establish and lead the L&D Centre of Excellence for talent acquisition (TA) teams (350), aligning international learning, development and leadership initiatives" and "Provide executive coaching to client facing senior leaders" - this is L&D/HR/coaching, an out-of-scope function, not knowledge/IP-reuse/AI governance.

resolved_account_name: Bain & Company Inc.


Hitesh Chawda

sourced_title: Chief Information Officer

headline: Chief Information Officer at Charles River Associates

about:
I am CIO for a 1100+ person, $600million revenue, publicly traded consultancy headquartered in Boston, Massachusetts. I am a competent and experienced individual, with technical and management skills who has been working in the Management and Business consultancy environment for over 20+ years, providing support, designing and implementing systems infrastructure, unified communications, business continuity and disaster recovery, working in a team-oriented, collaborative environment. My unique selling point is my exceptional client service orientation with internal and external clients across all grades and locations.

Managing staff globally, with a proven ability in management skills, my current key responsibilities include annual budgetary control, procurement, vendor and contract management, project management.

I am a well-organized highly motivated individual with first class client facing skills. With my methodical approach and deep understanding of business goals and objectives, I possess a natural ability to present ideas in user-friendly manner to both technical and non-technical, internal and external clients, have keen attention to detail, and proven analytical and problem solving abilities. I have outstanding verbal and written communications skills (strong documentation skills), am able to absorb and retain information effectively and this coupled with my good listening and questioning ability enables me to effectively prioritize and execute tasks in a high-pressure environment.

Specialties: An active member of the Society for Information Management, Executive Regional Leadership Forum, Regional Leadership Forum, CIO Executive Council Pathways Leadership Development Program, IT Governance, IT Leadership, Security Council, Administrative Leadership Committe

position: Chief Information Officer

company: Charles River Associates

position: Vice President, Global IT Service Delivery and Telecommunications

position: Director, IT Service Delivery and Telecommunications

position: Associate Director, IT Service Delivery

position: Manager, IT Service Delivery & Telecommunications (North America)

position: ITS Desktop and Telecoms Support Manager (NA)

position: Senior ITS Specialist

position: ITS Specialist

content:
Thank you to everyone who joined us for the July 9th SIM Boston CIO Roundtable and made the trip into the city. Your engagement, thoughtful perspectives, and willingness to share your experiences are what make these discussions so valuable.

A sincere thank you as well to our speakers -  Mikhail Papovsky, Brian Langan and Curt Lefebvre , co-chair Kevin Stokes , and the entire SIM Boston  committee

evidence_experience: "I am CIO for a 1100+ person, $600million revenue, publicly traded consultancy... Managing staff globally... providing support, designing and implementing systems infrastructure, unified communications, business continuity and disaster recovery"

resolved_account_name: Charles River Associates


Mikkel Papendick Andersen

sourced_title: Director - EMA Digital Gateway Transformation Leader

headline: Transformation Lead | Bridging strategy & execution | Driving platform adoption & scalable change across markets

position: Manager - Research, Innovation & Data Analytics - International secondment

position: Jr. Assistant-Ass. Manager - Audit

position: Salgsassistent

company: Stadium

position: Ungarbejder

company: REMA 1000 i Norge

content: I am very excited to explore what value this strategic partnership will bring to our clients and to our people - enabled by KPMG Digital Gateway!

disposition: WEAK

internal_vs_external: unclear

band_reasons: weak_title2_only; ie_unclear; low_conf

evidence_experience: Progression through Director - Compliance Management & Transformation, Sr. Manager - Compliance Management & Transformation, Manager - Data Analytics, Innovation & Audit; no explicit statement of owning internal knowledge base, IP-reuse, or AI-on-knowledge function, nor explicit client-delivery description.


James Fisher, PhD, MS, MBA

publicIdentifier: jimmy-fisher-phd

sourced_title: Real World Data & Innovation Lead

headline: Real World Data & Innovation Lead, Life Sciences | Driving evidence-powered outcomes across commercial, market access, patient engagement & medical affairs with practical AI, advanced analytics & next-gen data ecosystems

about: Entrepreneurial data science leader with a proven track record of turning real-world data into strategic advantage and measurable impact. With a PhD in Epidemiology and a Master’s in AI, I operate at the intersection of science and software—where full-stack design, scalable development, and analytical rigor meet practical execution. Driven by curiosity and grounded in real-world application, I’ve conceptualized, built, and scaled tools that help leaders cut through noise, accelerate decision-making, and optimize patient outcomes, from business development to global commercialization strategy.

position: Real World Data & Innovation Lead

company: Guidehouse

description: Leading the expansion of Real World Data and Innovation capabilities for a global life sciences consulting practice, I design and deliver practical, regulatory-grade AI and technology solutions that create measurable value across the full product lifecycle. By integrating advanced analytics, generative AI, and tokenized/federated data ecosystems with scalable platforms, I enable clients to optimize market access and HEOR strategies, enhance patient services and engagement, strengthen medical aff

position: Associate Professor, College of Professional Studies

company: National University

description: Part-time Associate Professor delivering graduate-level instruction in health informatics, electronic health records, and health information exchange. Designer of original course content focused on applied, real-world learning. Recognized with an Excellence in Teaching Faculty award (May/June 2023) for outstanding student engagement and instructional impact.

position: Assistant Professor, College of Professional Studies

position: Adjunct Professor, College of Professional Studies

position: Senior Director, RWD Insights Lead Scientist for Global RWE Platform

company: Pfizer

description: Senior leader within Pfizer’s Chief Medical Affairs Office driving analytics innovation across the global evidence generation platform. Led a high-performing team delivering strategic RWD insights and feasibility analyses to inform brand-aligned epidemiologic priorities across all therapeutic areas. Responsibilities for business development and data architecture builds monitoring global studies, assessing trends, visualizing insights, and executing global RWD initiatives. Forged high-value data

position: RWE Data Quality & Insights, Lead Scientist

description: Created data standardization strategy to optimize appropriate use of company-wide RWD. Built initial data mapping and Tableau dashboards supporting clinical reorganization activities. Led workstream to standardize appropriate and compliant processes around non-interventional studies.

position: Vaccine Insights Ecosystem Medical Lead

description: AI/ML strategy lead within Pfizer’s Global COVID Medical Affairs team, focused on driving scalable, real-world applications across the mRNA franchise. Developed and executed platform use cases for medical users, advancing digital infrastructure to support inline and pipeline vaccine assets. Spearheaded the creation of a scalable AI-enabled platform integrating epidemiologic modeling, global market coordination, and publication support across the vaccines portfolio. Built and launched suite of pu

position: Rare Disease Field Medical, Outcomes & Analytics

description: Engaged health system administrators, cardiologists, and key opinion leaders in cardiac amyloidosis and early diagnosis of ATTR-CM. Originated novel method to estimate undiagnosed disease across U.S. and built digital solution with training for U.S. field medical team. Developed treatment pathways and appropriately partnered with physicians on prospective and retrospective analyses of disease burden, hospitalization trends, and applied clinical guidelines. Trained national field teams, contribut

evidence_experience: "Leading the expansion of Real World Data and Innovation capabilities for a global life sciences consulting practice, I design and deliver practical, regulatory-grade AI and technology solutions that create measurable value across the full product lifecycle...enable clients to optimize market access and HEOR strategies"

resolved_account_name: Navigant


Srinivas Adabala

publicIdentifier: srinivasadabala

sourced_title: Innovation & Thought Leader Principal Director

about:
I am a Go-To-Market (GTM) Executive, Principal Director, and Trusted Advisor with 23+ years of experience navigating the intersection of enterprise data gravity and multi-million-dollar portfolio growth. Currently, I serve as a regional GTM and Practice Lead within Accenture's Data & Analytics practice, where I bridge the gap between bleeding edge AI paradigms specifically Agentic AI and Cloud AI Foundry platforms and massive, complex enterprise architectures.
Throughout my career, my value proposition has been simple: translating deep technical architecture into massive economic outcomes for Fortune 500 lighthouse clients. I specialize in driving partner-led revenue ecosystems, scaling strategic account pipelines, and orchestrating complex solution-selling motions that unite software partners (SAP BDC, Databricks, Snowflake, Azure, GCP, AWS) with deep systems integration maturity.

company: Accenture

position: Solution Architect & Delivery Lead - Real Estate portfolio planning Solution

description:
Architected & delivered custom Portfolio optimization application for reducing Real Estate global spending (~$1 Billion Global portfolio)
Architected Solutions for COVID 19 Impact and Remote work

position: SAP S4 Analytics Lead

company: Halliburton

position: Reporting Lead SAP S4

company: Lucid Motors

position: Delivery Lead (S/4 Fiori Embeded Analytics, Data Migration, MDG & BW4 Data & Analytics)

company: Kubota Corporation

position: SAP HANA Delivery Lead (Accenture)

company: The Walt Disney Company

position: SAP Practice Lead (Accenture)

company: Costco Wholesale

position: BI Analytics Lead-SAP HANA (Accenture)

company: Cisco

evidence_experience: "I serve as a regional GTM and Practice Lead within Accenture's Data & Analytics practice... translating deep technical architecture into massive economic outcomes for Fortune 500 lighthouse clients" and extensive history of being SAP/BI Delivery Lead embedded at named clients (Disney, Costco, Cisco, Apple, etc.)


Max Malacari, Ph.D.

publicIdentifier: max-malacari

headline: Head of Data Science & AI | Coro Software & Data Solutions | Bain & Company

about:
Expert Associate Partner in Bain & Company's Coro team.

Previously an Associate Fellow at the Kavli Institute for Cosmological Physics (KICP) at the University of Chicago, studying the detection of ultra-high energy cosmic rays via the showers of secondary particles they produce when they interact with the earth's atmosphere.
I was a member of the Pierre Auger Collaboration (www.auger.org), and was heavily involved in the development of a next-generation air fluorescence detector - the Fluorescence detector Array of Single-pixel Telescopes (www.fast-project.org). I also ran the KICP's Life Long Learning program - an outreach initiative in which we sent researchers to give public lectures to older adults in libraries and senior centers around Chicago.

My most recent publications are listed here:
http://kicp.uchicago.edu/people/profile/maximus_malacari.html

More information can be found here:
maxmalacari.com

See my Research Gate profile for further information:
https://www.researchgate.net/profile/Max_Malacari

position: Expert Associate Partner

company: Bain & Company

position: Expert Senior Manager

position: Expert Manager

description:
Member of Bain's Advanced Analytics Group specializing in data science and machine learning engineering.

• Head data scientist and propensity-to-buy product manager within Coro, a fast-growing start-up that is a part of Bain and Company's Commercial Excellence Practice
• Lead high-level client engagements and C-suite/CEO presentations across 10+ Commercial Excellence cases, regularly invited by partners for client pitches and major readouts
• Managed a large multidisciplinary team, overseeing c

position: Manager (Advanced Analytics Group)

description: Advanced Analytics

position: Manager

description:
• Advised clients on strategic business problems across 12 cases; experiences include work in Private Equity, pharmaceuticals, insurance and advertising & marketing services
• Ran end-to-end sales diagnostic for multi-billion-dollar global CPG measurement business following private equity carve-out and identified ~$250M in growth opportunities across 3 BUs; worked closely with senior sales executives to separate sales and customer success organizations and develop new org. structure and ways of

position: Consultant

position: Associate Research Fellow

company: University of Chicago

description:
Associate Fellow at the Kavli Institute for Cosmological Physics.

• Leader of the simulation group within a small collaboration (~15 people) developing a class-leading next-generation detector for ultra-high energy cosmic rays, the Fluorescence detector Array of Single-pixel Telescopes (FAST)
• Design, development and installation of the detector, as well as analysis of initial R&D data
• Worked closely with both the large-scale anisotropy and atmospheric monitoring task-forces of the Pierre Au

content:
Thrilled to share that we’re expanding the Data Science team within Coro by Bain & Co.!

We’re hiring an Expert Consultant focused on Data Science and AI Engineering to help us build and deliver data-driven solutions that power Coro’s suite of tools, drive client outcomes, and advance how data and AI improve revenue productivity across organizations.

If you’re passionate about turning data into t

evidence_experience: "Head data scientist and propensity-to-buy product manager within Coro, a fast-growing start-up that is a part of Bain and Company's Commercial Excellence Practice" and "Lead high-level client engagements and C-suite/CEO presentations across 10+ Commercial Excellence cases".


Simba Dutt-Mazumdar

sourced_title: Practice Lead | Managing Director

headline: Managing Director and Head of Operational & Technical Accounting | Finance Ops | Finance Integration

about:
Simba assists companies navigating complex liquidity events with a focus on Finance. He supports the business by applying finance transformation and core management consulting techniques to level up Finance.

Currently, Simba's primary focus is on assisting middle and up market PE portfolio companies with integrating platforms or subsequent bolt-ons. His focus is primarily Finance and the sub-verticals of Accounting, Reporting, Tax, Treasury, and FP&A. In addition, he continues to work with large corporates as they enter into M&A transactions, often with cross-border complexities.

Simba has demonstrated a commitment to excellence and enthusiasm for both pre and post transaction close activities. He’s a proven subject matter professional for post-merger integration within the Finance function across industrial manufacturing, consumer goods, technology, healthcare and life sciences.

Finally, as an experienced management consultant, he is a proven "solver" with respect to developing a given entity's finance target operating model (people, process, technology, reporting, facilities, etc.).

position: Practice Lead | Managing Director

company: Accordion

description: Simba is a Managing Director and Head of the Operational & Technical Accounting Advisory practice at Accordion. He has primary responsibility for pipeline, performance and overall practice management for a group of approximately 80 full-time professionals delivering finance function stabilization and optimization. The group leverages accounting expertise as well as a broad understanding of the levers of the target operating model to deliver enhanced outcomes to PE-backed and corporate entities.

position: Managing Director

company: Stout

description:
Finance Integration | PE CFO Services | Finance Transformation | Post-merger Integration Support

- Led Finance Integration service offering within Accounting & Reporting Advisory group
- Responsible for guiding companies' Finance function through M&A events
- Provided overall vision of target operating model design post close of transaction
- Assisted private equity funds with Day One and Day 100 Planning for portfolio companies
- Assisted corporate buyers with post-merger integration from Day

position: Director

company: WilliamsMarston LLC

description:
•	Lead public company readiness projects for traditional IPOs and SPAC transactions
•	Assist companies with integration and separation within the Finance Function vertical
•	Specialist in financial reporting for Forms S-4, S-1, and 14A filings
•	Assist clients with accelerating financial close processes including target operating model design
•	Technical accounting SME for stock-based comp, leasing, rev rec, debt-equity and business combinations
•	Enhance client’s finance processes, primarily re

company: KPMG US

description:
•	Finance function integration both pre and post M&A transaction close
•	Finance transformation / process improvement (record-to-report, procure-to-pay, order-to-cash)
•	Financial reporting for SEC registrants and nonpublic entities, full US GAAP and IFRS
•	Technical accounting specialist: revenue recognition, leasing, business combinations, stock comp
•	Net working capital management, plan, budget, forecast, and complex variance analysis
•	General CFO/Controller level advisory re: policy, trans

description:
- Divestiture and TSA Management
- Order to cash optimization for tech, media, and industrial manufacturing companies
- Procure to pay and service delivery model design
- Target operating model and finance org restructuring in consumer packaged goods
- Technical accounting advisory
- Operational transfer pricing

position: Senior Associate

description:
- Financial process improvement (record to report, FP&A, procure to pay)
- ERP implementation (SAP, PeopleSoft, Oracle)
- Code block design / chart of accounts mapping and financial systems stand-up
- Management and financial reporting rationalization
- Plan, Budget, Forecast process optimization

position: Corporate Controller

company: Wave2Wave Communications

description:
•	Implement all SEC registrant related corporate finance functions, draft S-1 Registration Statement
•	Transition company into SEC registrant status; all SEC compliance related matters
•	Implement periodic management reporting procedures and systems for executive management
•	FP&A/Business intelligence functions for multiple operational aspects of business.

company: MMC Energy

description:
• Prepared all relevant SEC financials for "blank check company" reverse merger transaction (SPAC)
• Primary preparer for all SEC filings, 10-K, 10-Q, 8-K, Section 16 and 14A forms
• Corporate accounting: stat reporting, consolidations, board decks, audit liaison, A/P, A/R, Payroll
• Responsible for compliance with all new US GAAP & FERC accounting guidance
• Extensive cash management, treasury functions, forecasting
• Implemented SOX for management assessment of internal controls over financia

evidence_experience: "He has primary responsibility for pipeline, performance and overall practice management for a group of approximately 80 full-time professionals delivering finance function stabilization and optimization" - this is management of a client-facing service line, not an internal firm knowledge/AI/governance function.

in_612: no


April Riccio

sourced_title: NA Professional Development Director for Digital & Analytics

headline: Leadership and Talent Development

company: McKinsey & Company

position: Global Head of Leadership Development

company: BlackRock

position: Director of Professional Development

position: Director of Talent

company: Katzenbach Partners

position: Director of Talent, North America

company: Marakon Associates

position: Senior Process Design Engineer

company: Foster Wheeler USA

evidence_experience: "Experienced Head Of People Development professional with a demonstrated history of working in professional services industry. Strong community and social services professional skilled in Performance Management, Organizational Design, Management, Business Strategy, and Management Consulting."

resolved_account_name: McKinsey New Ventures (part of McKinsey & Company)


Jay Turchin

publicIdentifier: jay-turchin

sourced_title: Director - Tax Function Optimization - NE Practice Lead

position: Managing Director - Transformation

company: PTS Services, LLC

company: Riveron

position: Senior Director - GSI Americas

company: Blue Prism

position: Advisory Council / Board of Directors

company: Rutgers University Center for Innovation Education

description: Bigdata@Rutgers (bigdata.rutgers.edu) There is nothing that compares to Rutgers University. When you join the Big Data Certificate Program, you'll discover a unique, professional and  management education learning experience opportunity. You work collaboratively in small teams to solve real world problems. Experienced subject matter experts guide you along the way. You learn how the best firms in the industry are using data analytics to drive innovative and valuable customer experiences, from pr

position: Board of Directors - President

company: Susan G. Komen for the Cure - Central and South Jersey Affiliate

company: Grant Thornton LLP

position: Director - Tax Process & Technology

company: McGladrey

position: SR. Director

company: CORPTAX, Inc.

evidence_experience: "Senior leader transforming tax and finance organizations through process optimization and intelligent automation"; career spans Tax Director/Consultant roles at Deloitte Tax, Corptax, McGladrey, Grant Thornton (Tax Function Optimization), all client-facing tax consulting.

resolved_account_name: Grant Thornton (US)


Sam Hobson-Cleverley (ACA)

publicIdentifier: samhobson-cleverley

sourced_title: Chief Operating Officer, KPMG’s Global Delivery Network for Audit

headline: COO @ KPMG

about:
👨🏻💼 Commercially minded chartered accountant with 18 years’ experience across professional services and industry. Trusted member of the C-Suite, developing and executing innovative strategies to drive operational excellence, growth and positive impact.

🏳🌈 Inclusive leader who nurtures talent by investing in their people. Strong believer in lifelong learning, recently completed a masters in Business and Sustainability at UCL with a desire to drive business to play a more prominent role in accelerating the transition to a sustainable, net-zero world.

🧀 Also owns a deli! (www.davids-deli.co.uk)

company: KPMG

position: Chief of Staff & Co-Founder, KPMG's Global Climate Change, Decarbonisation & Nature Hub

position: Executive Lead, Office of the Global COO

position: Management Consultant

position: Finance Project Manager

company: Merlin Entertainments

position: Group Internal Auditor

position: Auditor

company: Mazars in UK

disposition: QUALIFIED

primary_strip: A

evidence_experience: "Trusted member of the C-Suite, developing and executing innovative strategies to drive operational excellence, growth and positive impact." COO of an internal delivery network and prior internal COO-office/strategy roles at KPMG show senior internal operational leadership, but no explicit ownership of knowledge/IP-reuse/AI-on-knowledge-base function is described.