Executive Advisory Board

The board’s mission is to elevate the state of spend management as a the new business financial imperative. This is a multi-faceted mission and EAB team members will leverage their unique perspectives to influence the industry.

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TODD DOOLEY

Vice President of Finance, H&R Block

Todd Dooley is Vice President of Finance for H&R Block, a leading tax preparation company. Dooley leads H&R Block’s efforts to improve productivity efforts and analytics as well as improve the company’s sourcing and field logistics teams.

Dooley has more than 20 years of experience in a variety of finance and accounting roles at Ceridian, IBM and 3M ranging from auditing, controllership, pricing, financial analysis, financial consolidations, shared services, customer and product profitability, and FP&A systems. Dooley was the Director of Global Finance Transformation at Stanley Black and Decker in 2013 and 2014 and Senior Vice President of Finance at Ceridian from 2006-2012.

Dooley was also a Captain in the Air Force and was a decorated ICBM commander. He earned a bachelor’s degree in accounting from The University of Notre Dame and a master’s in business from the University of North Carolina at Chapel Hill. He was the leader and co-inventor of the Ceridian-UCLA Pulse of Commerce Index, a real time measure of the U.S. economy.


Jim Gorzalski

Chief Procurement Officer, Capital One Financial Corporation 

Jim Gorzalski is Chief Procurement Officer (CPO) for Capital One Financial Corporation, a Fortune 500 company and one of the leading financial services companies in the nation. Capital One is one of the top 10 banks in the country, with branch locations across New York, New Jersey, Louisiana, Texas, Virginia, Maryland and the District of Columbia.

In his current role, Gorzalski’s Enterprise Supplier Management team is responsible for sourcing, contracting and supplier management for the enterprise, partnering closely with internal business owners to manage billions in annual spend and ensuring all vendors are fully compliant with the company's third party management policies and procedures.

Gorzalski has nearly 30 years of experience in the procurement field with a record of success as sourcing strategist and tactician, delivering consistent results at leading, global manufacturing and financial services companies. Most recently, he was Managing Director of Sourcing and Procurement Services at JPMorgan Chase for six years. In that role he was responsible for the strategic sourcing function for all consumer lines of business including Retail, Credit Card and Mortgage Banking as well as global procurement for the organization across more than 10 countries. Prior to that, Gorzalski was Senior Vice President and Chief Procurement Officer at Washington Mutual where his team was responsible for the procurement of all products and services provided to the bank through domestic and foreign suppliers.


DAVID HEARN

Independent CPO Advisor & Former CPO Juniper Networks

David Hearn has lead global indirect procurement organizations inside technology and healthcare companies for his entire career.  He was the Indirect Chief Procurement Officer (CPO) at Sun Microsystems, Kaiser Permanente, and most recently at Juniper Networks.  At all three companies, Hearn drove the change management of major enterprise resource planning (ERP) system replacements, as well as drove the business process change at all three companies to become world class in their management of the Procure-to-Pay processes.

Hearn enjoys building a strong, world-wide team of professionals in sourcing and supplier management. He increases his team’s value to the organization by lowering the total cost of ownership (e.g. cost, quality, service, support, innovation) of purchased materials and services.  Hearn is now providing consulting services to CPO's, procurement professionals, and Coupa.

Hearn earned his Bachelor’s of Science degree in Electrical Engineering from Rensselaer Polytechnic Institute and a Master’s of Business Administration in Management and Operations from University of Michigan – Stephen M. Ross School of Business.


MICHAEL JACOBS

Chief Procurement Officer, Staples

Michael Jacobs is Vice President of Global Procurement and Chief Procurement Officer at Staples. Jacobs is responsible for $3 billion of non-merchandise purchases across North America and Europe, as well as outsourced supplier relationships accounting for approximately 2400 resources. Jacobs has 30 years of experience that includes a combination of consulting and industry expertise, with a particular specialization in procurement transformation, outsourcing and G&A cost reduction.

Jacobs has held previous Chief Procurement Officer (CPO) roles at Best Buy, Eastman Kodak and Accenture. As a partner with several top tier consulting firms, including A.T. Kearney, Accenture and AlixPartners, Jacobs has led transformation programs at dozens of companies across multiple industry sectors, with a strong focus on financial services, consumer and retail.  Michael earned a Master of Business Administration with honors from The University of Chicago Booth School of Business and a Bachelor of Science with honors in Chemical Engineering from Rose-Hulman Institute of Technology.


ADRIAN MARSH

Group Finance Director, DS Smith

Adrian Marsh joined DS Smith in September 2013 as Group Finance Director. He previously was Director of Tax, Treasury and Corporate finance at retailer Tesco plc and prior to that was European Finance Director at pharmaceutical company AstraZeneca plc. Marsh has also held senior positions at glass maker Pilkington plc and global services company Inchcape plc.

Marsh is a fellow of the Chartered Association of Certified Accountants and also of the Association of Corporate Treasurers. He earned a Bachelor’s degree in Management from University College Cardiff.  Marsh is a keen Rugby supporter and also enjoys fishing and golf in his spare time.

 


JACK MILES

Strategist & C-Suite Leader

Jack Miles is a business strategy and operations C-Suite leader with more than 30 year of experience successfully transforming corporate services, administration and sourcing organizations in leading North American firms and Government.

Miles was appointed by Florida Governor Rick Scott to serve as the Secretary of the Department of Management Services (DMS), and he served in that role until April 2012. Prior to his appointment, Miles  held C-Suite shared services and Chief Procurement Officer (CPO) roles at leading North American firms including CIGNA, Computer Associates (CA), American International Group (AIG), Canadian Imperial Bank of Commerce (CIBC),Travelers, Ames Department Stores and Prentice-Hall. 

In addition to Coupa Software, Miles serves on the Advisory Council of DocuSign Inc., PeopleTicker Inc., Incapsulate and Stamp-Vault/Blue Apricot. He is a Mentor at Startup Quest Orlando and Starter Studio, a technology accelerator in Orlando FL. He also serves on the Board of Trustees of Florida TaxWatch and is a member of the TaxWatch Center for Government Efficiency.  In 2015 Miles was appointed to the State of Florida, legislatively mandated Government Efficiency Task Force where he serves on several committees. Miles also serves as a member of the Board of Directors of Casa Feliz Historic Home and Museum.

Miles earned a Bachelor’s degree in Business Administration and Psychology from Ramapo College of New Jersey. He has been a frequent speaker at industry events and conferences. 


OSCAR NAFARRATE

Chief Information Officer, Grupo Herdez

Oscar Nafarrate is the Chief Information Officer (CIO) of Grupo Herdez. Grupo Herdez is the leading producer of shelf-stable foods, and one of the main players in the ice cream category in Mexico. The company is also one of the leaders in the Mexican food category in the United States.

Nafarrate served as a consultant for 17 years in different Latin American countries, creating business and operational strategies mainly in consumer packaged goods (CPG) companies. Nafarrate earned his Bachelor’s degree in Mechanical Engineering at Tec de Monterrey.

 


RON PACHURA

VP Finance Transformation, Fiserv

Ron Pachura leads the corporate finance transformation effort at Fiserv, a publicly-held leading provider of information management and electronic commerce systems for the financial services industry. Pachura is managing the implementation of the finance function re-design and reorganization in order to secure greater productivity and enhanced people opportunities for the global Chief Financial Officer (CFO) organization.

Before Fiserv, Pachura led the technology and finances for First Data’s Prepaid Retail Business. He also worked for several public accounting firms (Andersen, E&Y) as an executive and as a partner (Clifton Gunderson). Pachura completed an Executive Leadership program at Northwestern University, earned a Master’s of Accountancy at DePaul University. He also received a Master’s in Management Information Systems and a Master’s of Business Administration from the University of Iowa. He is a certified public accountant (CPA) and maintains an active license.


José LUIS ROSALES

Chief Development Officer, Coca-cola Femsa

José Luis Rosales, best known as "Pepe,” has worked for Coca-Cola FEMSA during the last 24 years. Rosales has been part of a major Project Portafolio in several areas within the Company and implementing projects in different countries. 

Rosales has served in the CDO (Chief Development Officer) role for the last four years, reporting directly to Hector Calva Martínez, Chief Information Officer (CIO) at Coca-Cola FEMSA. Currently, Rosales is responsible for the implementation of Coupa.  Rosales is focused on the technical part of the job as he works together with the functional team.

 

 


TYLER SLOAT

Chief Financial Officer, Zuora

Tyler Sloat has more than 20 years of experience in finance and operations roles for payment, software and hardware technology companies varying in size from startup to Fortune 500. Sloat has been the Chief Financial Officer (CFO) of Zuora for the past five years.  In that role, he has helped the company grow ARR ~20x, raised more than $200M in capital and at times has managed all G&A, commercial sales, technical operations and sales operations.

Prior to Zuora, Sloat was the CFO for Obopay, where he was integral in raising more than $100M in investment and strategic capital, forming global commercial relationships with the likes of Nokia, MasterCard and Societe Generale, and deploying Obopay's mobile payment service in four countries spanning three continents. Before Obopay, Sloat was the Controller of the Emerging Products Group at Network Appliance, Inc., a position he was promoted to after the successful acquisition of Decru by NTAP. Previously, Sloat ran finance for the OnDemand division of Siebel Systems and was the Controller for POET Software, playing a key role in their IPO in the late 90’s.  Tyler started his career in the Computer Assurance Services group at Coopers & Lybrand, later transferring into audit.

Sloat is a registered (inactive) certified public accountant (C.P.A.) in the State of California, has a master’s of business administration from the Stanford Graduate School of Business and a bachelor’s of arts from Boston College.  Sloat currently sits on the Board of Directors for Oanda, Inc. and Compass Professional Health Services, Inc. and is an active angel investor.


GREG TENNYSON

Chief Procurement Officer, VSP Global

Greg Tennyson is a recognized global executive with more than 30 years of experience leading transformative change across a wide range of organizations including Operations, Procurement, Customer Support, Supply Chain Management, Shared Services, Finance and Contracts for Fortune 50 to 1000 companies, across a number of vertical markets.  Greg was previously the Chief Procurement Officer (CPO) at Salesforce.com and Oracle Corporation having source-to-settle (inclusive of Accounts Payable and Fixed Assets) and travel-to-expense global functional responsibilities.

Greg earned his Master’s of Science degree and Bachelor’s of Arts degree from St. Mary's College in Moraga CA.  In 2004 and 2008, he was recognized by Supply & Demand Chain Executive Magazine “Pros to Know,” and he was also on the cover of the April 2008 edition of ISM.   He is a founding member of the Bay Area Procurement Council, comprised of Silicon Valley and Northern California procurement executives and sits on a number of CXO advisory boards as well on the Sacramento Area Junior Achievement Board of Directors.


VICTOR TUNG

Chief Information Officer - Corporate & International, Bmo Financial Group

Victor Tung joined BMO in 2012 as the business manager for technology. He progressively took on more responsibilities cumulating to his latest appointment as the Chief Information Officer of Corporate & International for BMO Financial Group. He is responsible for the technology solutions delivery for Human Resources, Marketing, Legal, Compliance, Procurement, AML, Corporate and International Technology. Tung also provides horizontal services including business management, and he is the first line of defense for all technology

Prior to BMO, Tung held various roles at CIBC where he has held senior technology and business management positions within the retail, banking, wealth and capital markets. Tung led teams in Strategy & Planning, Client Services, Quality Assurance, Risk Management and Information Security.

Tung is a Certified Information Security Auditor. He earned an HBA in economics/public policy, a MSC in Computer Science, and an Executive MBA from the Rotman School of Business. Most recently, Tung earned a Master’s in Law from the Faculty of Law at the University of Toronto.


KENDRA VON ESH

Executive Strategic Advisor, Coupa

Kendra Von Esh, a former CIO at Veolia, has been a trusted advisor and CIO for the past decade developing value added strategies and solutions transforming businesses with technology. She has experience merging multiple lines of business and rationalizing application portfolios leveraging cloud strategies and solutions, thereby enabling IT to be agile enough to support a constantly changing business landscape.

Von Esh joined Coupa last year to leverage her experience and active involvement in CIO communities and industry boards to create inspiring dialogue and change strategies with internal and external IT communities.

 


DONNA WILCZEK

Vice President Strategy and Product Marketing, Coupa

Donna brings over fifteen years experience in SaaS product companies in roles across product management, services, marketing and sales working with customers ranging from Fortune 100 to mid-enterprise. She is a dynamic leader that is passionate about making customers successful.

Donna started at Coupa in 2011 and her current role at Coupa focuses her talents on the product strategy and marketing; bringing innovative product solutions to the market that solve global spend management business challenges elegantly. Previously at Coupa, Donna held roles as VP Customer Experience and VP Global Professional Services. In her time at Coupa, she has continually worked with cross-functional teams from sales to marketing and led professional services teams to implementation success in over 200 customer go-lives including Coca-Cola Bottling Co. Consolidated, Molina Healthcare, Adidas Latin America, Orbitz Worldwide, Inc. and Blackstone.

Prior to Coupa, Donna was the Director of Shared Services at TriNet where she was responsible for the company's Travel, Procurement and Facilities departments. She has also held senior roles at Ketera and IBM. Donna began her career with Accenture where she was involved in a variety of consulting engagements with a primary focus on ERP systems delivered via a SaaS model.

Donna earned a Bachelor’s of Science degree in Management Information Systems from the Illinois Institute of Technology.