Overview

Join Marcum Technology for a panel discussion tailored specifically for finance leaders who are ready to embark on a journey of digital financial transformation. In this session, we will dive into the strategic approaches required to successfully adapt and thrive in the rapidly evolving financial landscape.

Key Takeaways

  • Understanding Digital Transformation: Grasp the fundamental concepts and drivers of digital transformation within the finance sector.
  • Leadership in the Digital Era: Discover how finance leaders can become champions of change, fostering a culture that embraces innovation and new technologies.
  • Technology Adoption: Learn about the latest technology trends that are reshaping finance, such as Enterprise Resource Planning (ERP), Robotic Process Automation (RPA), Close Management, Financial Planning and Analysis (FP&A) and how to implement them effectively.
  • Managing Risks and Compliance: Address the increased risks that come with digital transformation, including cybersecurity threats and regulatory challenges, and explore strategies to mitigate them.
  • Creating a Roadmap: Develop an actionable roadmap for digital transformation, including setting clear goals, milestones, and metrics to measure success.
  • Future-Proofing Finance: Look ahead to the future of finance and how ongoing technological advancements will continue to impact the role of finance leaders.

Speakers

Jacquiline Black

Director, Financial Solutions - Marcum Technology

Jacquiline ‘Jackie’ Black is the director of Financial Solutions at Marcum Technology and possesses over 20 years of public accounting experience. Jackie has more than a decade of experience providing technology consulting services. Her areas of focus include the implementation of financial systems for leading product lines such as Sage Intacct and QuickBooks, as well as the integration of third-party applications, and construction of technology stacks tailored to these platforms.

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Jacquiline Black

Director, Financial Solutions - Marcum Technology

Jacquiline ‘Jackie’ Black is the director of Financial Solutions at Marcum Technology and possesses over 20 years of public accounting experience. Jackie has more than a decade of experience providing technology consulting services. Her areas of focus include the implementation of financial systems for leading product lines such as Sage Intacct and QuickBooks, as well as the integration of third-party applications, and construction of technology stacks tailored to these platforms.

Before joining the team at Marcum Technology, Jackie built a solid foundation of experience at Marcum LLP. During her tenure as a Senior Manager, Jackie played a pivotal role in the Client Advisory Services department, collaborating with clients and colleagues to select and implement ERP systems and third-party applications to help streamline processes.

Prior to joining Marcum, Jackie worked for a nonprofit-focused accounting firm where she managed outsourced engagements, oversaw accounting system implementations, and conducted training for new employees. She also has prior experience at a small accounting firm where she provided audit and tax services to both for-profit and nonprofit entities

Stacy Brown

Vice President - FP&A Solutions and Close Management - Marcum Technology

Stacy Brown is the vice president of FP&A solutions with Marcum Technology and has over 15 years of consulting experience. She specializes in implementing corporate performance solutions for organizations across multiple industries including nonprofits, healthcare, SaaS, retail, and close management.

Stacy is an accomplished finance and accounting system professional with proven experience implementing various technologies within an organization’s finance and accounting departments.

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Stacy Brown

Vice President - FP&A Solutions and Close Management - Marcum Technology

Stacy Brown is the vice president of FP&A solutions with Marcum Technology and has over 15 years of consulting experience. She specializes in implementing corporate performance solutions for organizations across multiple industries including nonprofits, healthcare, SaaS, retail, and close management.

Stacy is an accomplished finance and accounting system professional with proven experience implementing various technologies within an organization’s finance and accounting departments. She has managed large and small engagements, overseeing the configuration and implementation of ERP solutions, including Dynamics GP, for the first eight years of her career and for the past 10 years configuring and implementing CPM Solutions, including Planful, Vena, and Martus.

Stacy was previously with a global accounting firm, where she led their Planful practice, supporting clients as they began their journey with corporate performance management technology. She received her bachelor’s in business administration, with a concentration in accounting from James Madison University.

Rob Drover

Vice President - Business Solutions - Marcum Technology

Rob Drover is principal and vice president of Business Solutions with Marcum Technology LLC. Rob leads Marcum Techs’ Digital Advisory practice and is based in Philadelphia, PA.

Rob’s experience includes business process improvement, Robotic Process Automation (RPA), and high volume data management. With a focus on operational excellence and process improvement, he has assisted a wide range of clients, including Fortune 200 organizations, to optimize their enterprise-level applications and processes.

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Rob Drover

Vice President - Business Solutions - Marcum Technology

Rob Drover is principal and vice president of Business Solutions with Marcum Technology LLC. Rob leads Marcum Techs’ Digital Advisory practice and is based in Philadelphia, PA.

Rob’s experience includes business process improvement, Robotic Process Automation (RPA), and high volume data management. With a focus on operational excellence and process improvement, he has assisted a wide range of clients, including Fortune 200 organizations, to optimize their enterprise-level applications and processes.

With over 30 years of experience in accounting and finance, sales and marketing, and information technology, Rob offers expertise in project management, operations support and technology transformation. His industry experience includes more than 10 years in the chemical, agricultural, and pharmaceutical business units at the DuPont Company.

Rob has delivered both domestic and international engagements in many different industries, including healthcare, pharmaceuticals, real estate, telecommunications, and the public sector. He has experience with robotic automation, business process outsourcing, data management, IT support operations, custom workflow development, package system selection, and ERP & CRM implementations.

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