Asking the Right Questions About EPM Systems - A Conversation with Rob Konferowicz of CCH Tagetik

04/10/25 • 20 min

At the 2025 edition of the North American Finance Executive Summit series we sat down with Rob Konferowicz of CCH Tagetik. A new generation of Enterprise Performance Management tools is coming online. As the older tools become less and less suited to a changing business landscape, many finance professionals are being asked to make informed choices in relatively short time frames about the technologies they will be using for many years to come. Should contracts be renewed for the next edition of the tried, tested, and true? What are the other options out there, and how do they compare? How should these executives gather the information they need to identify the best solutions to their organizations’ specific challenges and opportunities? What do they need to know, and what is the best way to get impactful, meaningful answers? For all this and more, give this episode a listen!

Rob Konferowicz
Director of Operations
CCH Tagetik

Rob Konferowicz is CCH Tagetik’s leading expert on Corporate Performance Management solutions and helps large enterprise companies make appropriate, long-term strategic decisions on CPM solutions during their software evaluation cycles. Rob translates customer requirements and industry challenges into best practices with CCH Tagetik.

Wolters Kluwer | CCH Tagetik

The award-winning CCH Tagetik expert solution provides the strategic & financial intelligence platform that enables CFOs and their peers, in global enterprises, to propel their strategy with faster and better-informed decisions. CCH Tagetik provides a comprehensive, data-driven, AI-based CPM platform for Financial Close & Consolidation, Extended Planning including financial & operational planning, ESG and Regulatory reporting, and Corporate Tax including Global Minimum Tax. With embedded AI and state-of-the-art governance, the open and extensible platform easily connects leading operational solutions to create enterprise-wide insights, drive growth, and navigate change for our customers to gain the greatest value, today and tomorrow.

Rob Konferowicz
Director of Operations
CCH Tagetik

Wolters Kluwer | CCH Tagetik

Previous Episode

A Speaker Roundtable from NAFES25 - A Finance Conversation Among Senior Executives on the Issues and Ideas that Matter Most

For this special episode of Executive Platforms' BluEPrint Podcast series we had some of the top speakers from the 2025 edition of the North American Finance Executive Summit series sit down and speak to the challenges and opportunities submitted by attendees of the event as they filled out their delegate profiles, weighted by popularity.

This wide-ranging conversation will see four senior executives from four very different companies speaking to the issues, ideas, innovations, and inspirations that matter to all of them as prompted by their peers. It is a fantastic deep dive into what is most relevant to finance leaders today. Give it a listen!

This roundtable includes...

Panelists:

Jennifer Cloherty
Chief Financial Officer
Dawn Foods Global

Jennifer Cloherty is Dawn’s Chief Financial Officer and member of the Dawn Leadership Team. In her role at Dawn, Jennifer is responsible for all financial and M&A activities of the multi-billion-dollar global enterprise. Jennifer has 29 years of global business experience in roles of increasing responsibility, complexity, and scale. Prior to joining Dawn, Jennifer spent 4 years as the CFO for Kellogg North America and has also been a segment CFO for the largest reporting segments of Aptiv and Owens Corning. She spent the first 20 years of her career with GE in numerous operational and commercial finance roles across both the United States and Europe.

Wetteny Joseph
Executive Vice President & Chief Financial Officer
Zoetis

Wetteny Joseph is executive vice president and Chief Financial Officer of Zoetis, the world’s leading animal health company and a member of the Fortune 500. In this role, he is responsible for overseeing the financial management, planning, operations and indirect procurement functions. Mr. Joseph also has oversight responsibility for the company’s Human Health Diagnostics business. Mr. Joseph joined Zoetis in June 2021, after having spent 13 years in executive positions at Catalent, a global leader in pharmaceuticals, biologics and consumer health products.

Daya Harvey
Executive Director, Enabling Functions Finance & Finance Innovation
CSL Behring

Daya is the leader of the Enabling Functions Finance & Finance Innovation teams at CSL, a global biotech company. With over 20 years of experience across the US, Australia and Europe, and a passion for continuous improvement and innovation, my track record includes driving strategic projects. delivering financial excellence and value-added solutions. She combines deep financial knowledge with a strategic mindset to provide actionable insights, drive informed decision-making, and offer strategic advice to executive leadership.

Heather Clayton
Chief Financial Officer
Vegas Golden Knights

Heather Clayton is Chief Financial Officer for the Vegas Golden Knights and has worked in three positions within the Company over the past 5 years. Prior to her current position, Clayton held the Vice President of Finance and Accounting and Controller roles for the Company and assisted in the growth of the accounting and finance department jumping from two entities to the current thirteen entities in just over two years. Clayton oversees the financial accounts of all Knight- related venues and five partnering foundations and assisted with numerous hotel acquisitions. Prior to joining The Vegas Golden Knights, Clayton gained experience from a handful of other well-respected roles within the casino industry and educated herself to challenging levels.

Moderator:

Geoff Micks
Head of Content & Research
Executive Platforms

Next Episode

A Speaker Roundtable from NAFES25 - A Finance Conversation with Volkswagen, Bayer US, and Alfasigma

At the 2025 edition of the North American Finance Executive Summit series we sat down with Elmar Licharz of Volkswagen, Guru Ramamurthy of Bayer US, and Tatiana Simonelli of Alfasigma —all members of the NAFES25 speaker faculty— for a wide-ranging discussion about the issues, ideas, challenges, and opportunities that are top of mind for finance leaders today, as suggested by the attendees of the event. Give it a listen!

This roundtable includes...
Panelists:

Elmar Licharz
Chief Financial Officer, North America
Volkswagen

Dr. Elmar-Marius Licharz, Chief Financial Officer for Volkswagen North American Region and Volkswagen Group of America, oversees the development and implementation of the financial strategy for Volkswagen Group of America.

Elmar joined Volkswagen AG in Wolfsburg, Germany, in 2005, and most recently served in the position of Head of Digital Finance. Prior to joining Volkswagen AG, Elmar worked for McKinsey & Company, Inc. where he was responsible for national and international projects in the pharmaceutical, aerospace and automotive industries.

Elmar earned his PhD at the University of Kassel.

Guru Ramamurthy
Chief Financial Officer, Bayer U.S.
Bayer US

Guru brings wide-ranging global finance and leadership experience across different businesses and countries. He has a strong track record of enabling business turnaround and expansion and driving functional transformation. Guru has worked with Bayer in a range of roles over the past 20 years. He recently served as Chief Financial Officer of AskBio from March 2021 to July 2023. He was previously the Global Finance Lead for the Oncology franchise from January 2020 until February 2021; CFO of the North American business at Bayer Consumer Health from 2016 to 2019; and CFO of the Bayer Medical Care Division from 2013 to 2016. Prior to that, he held various finance roles in Germany (Berlin, Wuppertal); Italy; Japan; and Berkeley, California. Before Bayer, his career was focused on finance, audit, and accounting roles at various companies, including Siemens, Citibank, and PWC.

Guru holds an Executive Master of Business Administration degree from INSEAD, France, and a bachelor’s degree in commerce with emphasis in accounting and tax from St. Xavier’s College, India. He is an Associate Chartered Accountant (ACA) and Graduate Cost and Works Accountant (Grad CWA), both internationally recognized professional accounting degrees.

Tatiana Simonelli
Corporate CFO
Alfasigma

Tatiana is a transformative international business and finance leader with significant experience in tackling today’s complex challenges. Over nearly 30 years of global experience, she has acquired expertise in financial strategy, business model transformation, commercialization excellence, crisis navigation, and large-scale M&A integration.

Tatiana is currently Corporate CFO in Alfasigma, Italian multinational pharma company with very ambitious organic and inorganic growth plans. Prior to that, she built her career in Bristol-Myers Squibb (BMS) over 15 years starting as Finance Director in Italy, then progressing in various senior roles in Commercial Finance, Business Development and Business Insights & Analytics; her last role in BMS was Senior Vice President of Finance for Commercialization providing financial leadership to ~45+$Bln business. Before joining BMS, Tatiana spent 14 years in Finance leadership roles at Procter & Gamble in Russia and Italy.

Moderator:

Geoff Micks
Head of Content & Research
Executive Platforms