Speakers

Exchange Summit Americas
May 8 to 9, 2018 | Miami, FL, USA

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Javier Allard is the Executive Director of the Information Technology Industry Mexican Association (AMITI).
Javier Allard has a sound experience with over 35 years in the Information Technology and Communications Industry, having held important positions such as General Manager in the IBM Mexico Personal Computers Company, Commercial Director at SkyTel Mexico and Executive Director at Satelites Mexicanos, Satmex.
Currently, Allard participates actively in various councils and committees such as:
-Board of the Academy, Industry and Government Society, IMPULSA
- Tecnologico de Monterrey Advisory Council for IT careers
-IT Advisory Council in the Ministry of Economy
- Among others.
AMITI actively participates with SAT in the definition and technical advisory for the e-invoice accounting and related topics.
His current position as a CEO of AMITI has enabled him to generate relevant initiatives and projects to foster the development of the IT's industry in our country.


Kenneth Bengtsson is Chair of the OASIS Business Document Exchange (BDXR) TC, Chair of the OASIS Universal Business Language (UBL) Regional Subcommittee for Latin America, and founder and CEO of the e-invoicing and trade finance platform Efact. As an international subject matter expert, Mr. Bengtsson has participated in numerous forums and workgroups across continents, including UN/CEFACT and CEN/BII, he was one of the architects of the European PEPPOL infrastructure, and he is currently advising several Latin American governments on their technical and regulatory e-invoicing and trade finance implementations.


Pieter Breyne is the co-Leader of the Global e-Invoicing and e-Archiving Network within PwC.
In collaboration with his colleagues from the Indirect Tax department, Pieter advises companies on the business, technological and legal aspects of e-Invoicing and helps them implementing their complete e-Invoicing project, from initiation to roll-out. Through his involvement in the European Commission's e-PRIOR project, Pieter has been able to build a solid experience in public e-Procurement and B2G e-Invoicing and has liaised with several public administrations in Europe.
Pieter is a member of the Belgian e-Invoicing Forum and leads the B2G work group. Pieter represents the Belgian e-Invoicing Forum in the European Multi-Stakeholder Forum on e-Invoicing.


Charles Bryant is Secretary General of EESPA, the European E-invoicing Service Providers Association. In that role he supports its 60+ members in promoting e-invoicing best practice, engaging in public policy developments and providing a range of member services. He is active in EU policy and standards forums. In recent years he has been European Affairs adviser to Tungsten Network and has been editor of a global initiative on supply chain finance facilitated by the International Chamber of Commerce. A former international banker, he also worked for SWIFT and was closely involved in the launch of the Single Euro Payments Area.


Pedro Cabezón
CV follows.


Eric E. Cohen is recognized globally for his work related to ERP standardization and the audit information supply chain. He is one of the original founders of the group developing XBRL, the Extensible Business Reporting Language, and created XBRL's standard for harmonizing electronic invoicing with other content "from first transaction or business event to eventual report", XBRL's Global Ledger, or XBRL GL. He is one of two recognized Domain Coordinators for the United Nation's CEFACT effort in accounting and audit standardization, and a designated Expert to the ISO's PC/295 Audit Data Collection standardization effort. As XBRL Global Technical Leader for PwC, he promotes the benefits of collaboration and harmonization for data, rules and processes throughout the audit information supply chain. Mr. Cohen works closely wth the academic community to promote academic research in standardization, security and authentication, the seamless audit trail, data level assurance and continuous auditing. He is a member of the AICPA and the NYSSCPA. His goal is that standardization with XBRL and related standards will be relevant, available and beneficial to the smallest and largest organizations alike, bringing benefits to all participants in the business reporting supply chain.


Chris Doxey spent most of her career implementing “top gun” leadership teams and processes in her quest to fight fraud and implement internal controls in at Digital Equipment Corporation, Compaq Computer Corporation, and Hewlett Packard.
She held senior finance and controller positions which allowed her to develop and implement standards of internal control for all aspects of financial operations – focusing on the procure to pay (P2P) process. She was recruited to assist WorldCom (MCI) with the implementation of internal controls, policies, and corporate governance in 2003. She further developed her P2P and consulting experience at APEX Analytix and BSI Healthcare.
Chris uses her background and passion as a management consultant and helps her clients implement internal controls and leading practices across all financial operations. As a management consultant, Chris uses her foundation of experience to provide best practices and solutions to her clients in the areas of compliance, auditing, internal controls, and fraud prevention.
She has a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and a graduate certificate in project management.
Chris is a member of the Institute of Internal Auditors (IIA), the Institute for Internal Controls (The IIC), and the Institute of Management Accountants (IMA). She is a board member of the IMA’s Ethics Committee and Research Foundation. She is also a member of the advisory board for The IIC.


Mario Fernández is a computers engineer and founded Signature South Consulting in 2001. Signature South Consulting (www.southconsulting.com) is a leading provider of electronic invoicing solutions in Latin America, with more than 3.500 clients in Chile, Brazil, México, Argentina, Costa Rica, Colombia, Uruguay, Ecuador and Peru. Mr. Fernandez has been responsible for the internationalization strategy of this company.
In 2011, Mario also founded Gosocket (www.gosocket.net), a network of companies based on electronic invoicing exchange between thousands of businesses in Latin America. As CEO of Gosocket, he has led the development process of this network, and has been in charge for its monetization strategies (e-payments and e-factoring).
In 2009, Mario wrote the book “Electronic Invoicing, Intelligent Tax and Business Transformation”, which has been a very useful guide for Tax Authorities of several Latin American countries, helping them to understand and implement the best electronic invoicing practices already used by leading countries, such as Chile, Brazil and Mexico. Mr. Fernandez speaks Spanish, English and Portuguese.


Amy Fong is a Senior Advisor for The Hackett Group’s Procurement Executive Advisory program and Program Leader for the Purchase to Pay Advisory Program. She has 20 years of experience in both industry and consulting with a focus on procurement, supply chain and organizational effectiveness. Amy helps business leaders to improve source to pay processes, manage complex supply chain partnerships, and mature their organization’s service delivery model. She performs extensive primary research on the source to pay and operations space and has authored numerous publications. Ms. Fong holds an MBA from Vanderbilt University and a BS from Syracuse University.


Larry Galaviz is founder and CEO of Sorvive Technologies an electronic transaction exchange service company founded in 1997 and responsible for providing B2B, B2G, and many other electronic exchange solutions to their large, medium, and small clients. Larry’s 25+ years of experience with electronic transaction exchange management coupled with his extensive technical expertise make him one of the foremost experts in the global “E-Transaction” world. His expertise with managing, deploying, and operating global and complex service solutions make him an invaluable resource to our community and his in-depth knowledge of business operations and ERP systems establish him as an excellent source for best practices, lessons learned, and a valued source for others to gain a clear understanding of the ever changing world of “E-anything” information exchange.


David Gustin is the founder and president of Global Business Intelligence ("GBI") since 1996 and the co-founder of Trade Financing Matters. For over 20 years, David has been running a global research and advisory practice centered on helping banks, vendors, and corporates with trade services, trade credit and financial supply chain matters. His clients included financial institutions, financial technology vendors, transportation vendors and professional service firms. As Co-founder of Trade Financing Matters, part of the Spend Matters properties, David supports all things working capital and is currently involved in projects around alternative lending models. Prior to establishing Global Business Intelligence, David worked on various strategic and operational assignments in North America, Asia, Europe and Australia/New Zealand with Booz-Allen & Hamilton. He is a former VP of Security Pacific National Bank, and VP of Mellon Bank. David's formal education includes an Information Systems and Economics degree from Carnegie-Mellon University, an MBA from Purdue, and a Chartered Financial Analyst designation.


Bo Harald worked for 30 years at what became Nordea Bank. As EVP he was in charge of regional retail banking and most of the time of Payments, cards, e-banking, e-business, mobile payments (founding chairman of the Mobey Forum) and contact centers. He has since worked with Tieto as Head of Executive Advisors and was invited by the EU Commission to act as chairman for the Expert Group on e-Invoicing. He was also the founding member of the publicly funded Real Time Economy Program and continues to work there.


G. Ken Holman is the Chief Technology Officer for Crane Softwrights Ltd., a co-editor of the UBL 2 specifications, member of the W3C Working Group that developed XML from SGML, the founding chair of the two OASIS XML and XSLT Conformance Technical Committees and current chair of the Code List Representation Technical Committee and current co-chair of the UBL Technical Committee, a former international secretary and national chair of the ISO subcommittee responsible for the SGML family of standards, the current chair of the Canadian committee to the ISO for e-commerce documents, the author of training videos and electronically-published and print-published books on XML-related technologies, and a frequent conference speaker.


Andrew Jesse is Vice President, Financing Services at Basware. Andrew Jesse’s career in purchase-to-pay specialization extends over 15 years. He has worked with Basware for over 10 years, working as a practitioner and strategic consultant for many of Basware's largest global customers, and most recently with Basware’s new and innovative Financing Services. Andrew has also been a driving force behind Basware’s industry leading best practice program for purchase-to-pay and e-invoicing solutions.


Marcela Lacoste leads electronic invoicing at the Chilean SII (Servicio de Impuestos Internos, Internal Revenue Service), since early 2001, and from the very beginning participated in the design and implementation of the system in Chile. Now she heads the area in charge of the development and maintenance of all computer systems related with the electronic invoicing process.
In 2006 she visited Taiwan in to receive the APEC’s Digital Opportunity Center award for Best TIC Practices in E-Government for electronic invoicing in Chile.
Marcela has been in Brazil, Ecuador, Colombia and Argentina introducing electronic invoicing as it has been developed in Chile. Brazil has developed its system based on Chilean model.
Marcela has previously headed the Chilean Internal Revenue Service Information Technology Audit Department, and was a consultant to the IT manager. Before that, she worked in the banking Industry in charge of technical topics related with cryptography and secure transactions.


Jimmy LeFever
is the Research Director of PayStream Advisors and has held this role for 3 years. As Research Director, Mr. LeFever oversees the research and analysis of source to settle (S2S), Order-to-Cash (O2C), and Travel and Expense Management (TEM) software solutions. Mr. LeFever is the lead analyst and main point of contact for software and BPO provider’s Product Managers and Software Engineers. He actively participates in PayStream Advisors’ consulting and advising endeavors, providing expertise in solution functionality, performance, supplier/vendor and buyer analysis, and change management. The value he provides in advisory services engagements lies in his expertise of the solution market and experience in implementing numerous automation solutions and BPO processes for F1000 organizations.


Mikael Mangs has spent the past 25 years in various leadership and expert roles working with multiple organizations & industries, including logistics & transportation, telecoms & media and IT software. During the past 5 years Mikael has focused on software solutions, driving & developing global operations and improving the usability and efficiency of Account Payables (AP) and Account Receivables (AR) functions.
As the head of Basware’s Network Services in North America, Mikael has been driving and helping organizations to move from paper-based processes to truly electronic communication and commerce. By exploring industry trends and working closely with customers, Mikael helps organizations to implement & benefit from new functionalities and to enhance financial processes. Mikael has also participated in multiple cross-boarder customer projects.


John McAlister is recognised as a leader and strategic thinker. In both the public and private sectors John has lead strategy, design and the implementation of change, particularly from ‘old’ to ‘new’ technology.
With a focus on enhancing business efficiency and productivity in the Australian economy, John’s team works to influence business’ behaviour; moving them from traditional ‘paper-based’ reporting to interacting on a digital platform.
John is Executive Sponsor of the eInvoicing Initiative in Australia.


Dario Garcia Montes de Oca holds a bachelor degree in Business Administration from the Universidad Nacional Autonoma de Mexico, currently he has an MBA with specialization in Finance from ITESM Campus Ciudad de Mexico. Furthermore, he has the following certifications: Certification as Project Manager Professional, ISO 9001: 2000Lead Auditor Certification, Certified ITIL Practitioner Level.
He has held executive positions in the IT areas in companies such as Grupo Nacional Provincial, Insurance Inbursa, Dresdner Bank and subsidiaries of Grupo Financiero BBVA Bancomer.
Currently he is CIO for Mexico and Central America region at ManpowerGroup.
Dario has received several awards in his career among the most important has been named one of the 100 most prominent CIOs Mexico on three consecutive occasions (2012, 2013 and 2014)


Newton Oller de Mello was the National Leader of the e-invoice Project in Brazil, responsible for the implementation of electronic invoice to the end consumer. Over the last years, he has performed several international consulting work in electronic invoicing in South and Central America's countries contracted by the IMF, IDB and CIAT. Mr Oller works as Tax Inspector of São Paulo State Finance Secretariat, Brazil. He has obtained a PhD in Electrical Engineering from the Polytechnic School of the University of São Paulo with a thesis on the models of electronic tax documents in Latin America and its impact on supply chains. He holds a Master degree in Business Administration from the University of Pittsburgh and degrees in Business Administration and Electrical Engineer from the University of São Paulo.


Luis Felipe Sánchez Velasco holds a Masters in Business Administration from ITESM Monterrey Mexico, Graduated in Executive Management from the School of Business IPADE (AD2) in Mexico and Certified iN Electronic Business in Origin University in Eindhoven, Holland. Former Country Manager of Dell Mexico and former President for Mexico and Latin America for Atos Origin. Member of the Board in AMITI, founder and president of Indicium Solutions a leading company providing e-invoicing solutions in Mexico and Latam.


Steve Sprague's electronic invoicing and middleware integration expertise stems from nearly twenty years of experience in the industry. As Vice President of Product Strategy & Marketing for Invoiceware International, Sprague manages global messaging, product strategy and field enablement which has led to the firm’s double-digit revenue/sales growth in the last 3 years.
Prior to joining Invoiceware International, Sprague served as Senior Vice President of Product Strategy & Marketing for Crossgate, Inc,, where he grew the company’s global e-invoicing compliance solutions and market-leading cloud-based B2B platform before it was acquired by SAP AG. Additionally, he held the role of Executive Vice President, Marketing & Product Strategy with SEEBURGER for seven years, where he was integrally involved in vertical solutions, emerging B2B standards, and SAP applications and middleware.
Sprague graduated from the University of Georgia with a bachelor degree in business administration.


Esa Tihilä has been CEO at Basware since 2011, having joined the company in 2004 and the Executive Team in 2005. He has over 20 years of experience in global IT and services. Esa has a unique perspective on the financial strategies of companies around the world, the role of lending in corporate growth and how governments should behave in relation to financial processes. Esa is Chairman of the European E-invoicing Service Providers Association (EESPA), a Member of the DIGITALEUROPE's Council, a Board Member for Futurice Oy, as well as The Finnish Orienteering Federation, in addition to previously serving on other boards and commissions of trust.


Christiaan van der Valk focuses on leading the strategic developmentat Trustweaver. Formerly Deputy Director of Policy and Business Practices at the International Chamber of Commerce (ICC). Christiaan has been an advisor on e-business strategy, legal, policy, best practice and commercial issues to leading companies and international organizations. He was elected a World Economic Forum (WEF) Global Leader for Tomorrow in 2000. Serves as Vice Chair to EDIFICE, the European network for B2B integration in high tech industries. Co-Chair of the ICC EBITT Commission's Task Force on Security and Authentication. Board member of Digital Trust and Compliance Europe (DTCE); member of the Executive Committee and Chair of the Public Policy Working Group of the European E-Invoicing Service Providers' Association (EESPA). Dutch and French nationality. Law degree from the Erasmus University in Rotterdam, Netherlands.


Christoph Zenner is a Partner in the Belgian Tax practice, is expert in digitisation and global e-invoicing, is heading up the Belgian indirect tax technology practise and has more than 17 years of experience since he joined PwC.
He has managed various international co-ordination projects for leading MNCs and has helped various clients on how to manage, control and optimise the VAT and tax impact of their business.
Over the last 10 years Christoph has assisted a multitude of leading e-invoicing service providers and businesses in designing and implementing VAT compliant e-invoicing and e-archiving solutions. Christoph has as such designed and reviewed in-depth a wide variety of e-invoicing and e-archiving platforms.
Furthermore he has a vast experience as a project Partner for larger organisations as he has been involved in several global compliance projects for multinational companies, also allowing him to gain a good understanding of invoicing requirements applicable in both European and non-European countries.