Revolutionizing finance

Anat Katz-Arotchas | LinkedIn 

Anat Katz-Arotchas is the Product Strategy Lead for Microsoft Dynamics 365 Enterprise Resource Planning (ERP) Applications, focusing on AI-led strategy and shaping the future of ERP systems and the vision of autonomous ERP.  Anat has over 15 years of experience in ERP, working at Microsoft, SAP and other companies, and her role spans across different ERP domains, including Finance, Supply Chain, Commerce, Project Operations, and Human Resources. 

Brenden Tsang | LinkedIn

Brenden is an equity partner at KPMG UK with over 19 years’ experience in leading and delivering technology enabled transformations across Finance, Operations, and IT functions within the Financial Services Sectors. He currently leads KPMG UK’s FS Finance Transformation Capability and their Insurance Corporate Services Transformation Business Unit.

In his career to date, Brenden has extensive experience working with Insurance, Banking and Wealth & Asset Management organisations globally. He has formed trusted C-suites level relationships across several blue-chip Financial Services organisations over his career.

Brenden has a multi-disciplinary background in Insurance Finance, Actuarial, IT and Data. He specialises in designing Finance and enterprise-wide technology & data architectures. He has accumulated vast practical delivery experience over his career in a wide range of technology platforms including Oracle, SAP, Microsoft, Workday, Google, AWS. He is well regarded in the market for his collaborative style in bringing together both business and technology stakeholders to achieve strategic business outcomes for his clients.

Ian Carey | Linkedin

Ian is a seasoned insurance executive and qualified actuary. His experience spans 30+ years, covering leadership roles in insurance, investment banking and consultancies including KPMG.

Ian is Head of Finance Operational Excellence at Convex, leading on a range of transformation projects in the finance and broader automation space.

Convex was started in 2019, writing international specialty and insurance business, and wrote c. $4bn of premium in 2023.

Prior to Convex, Ian spent 3 years at KPMG where he led on buy and sell-side due diligence on several UK and European M&As as well as leading an initiative to upskill the actuarial team on data science tools and techniques. Prior to KPMG, Ian was Head of Group Capital Management at Prudential plc for 6 years and was responsible for capital reporting, capital optimisation, stress and scenario testing, ERM (including ORSA and rating agency models) and preparing the Group’s Recovery and Resolution plan, systemic risk management plan and liquidity risk management plan.

Jon Furber | LinkedIn 

Jon is a seasoned CFO with a wealth of experience in steering entrepreneurial, high-growth companies within the technology sector. With a track record in mergers and acquisitions, he has successfully led multinational software business AppSense through a trade sale, showcasing his strategic skills in navigating complex transactions.  

Jon excels in guiding companies through periods of growth and international expansion, demonstrating a keen understanding of the challenges and opportunities that arise in dynamic business environments. His leadership extends to managing integrations, re-organizations, and rationalizations, emphasizing his capability to navigate organizational changes effectively. 

Liron Rozen | LinkedIn 

Liron is an accomplished finance leader with over 15 years of experience in partnering with large local and regional organizations. Demonstrated success in driving businesses to achieve/exceed sales, profit and cash flow goals. His broad business acumen enables transformational business outcomes. He is currently the finance lead (Microsoft UK partner organization, Microsoft UK Small & Medium corporate organization), regional FP&A with P&L responsibility for regional business unit. 

Tobias Menzel | LinkedIn

Toby has been working in the consulting industry for 30+ years focusing on challenging Finance Transformation journeys in the banking and insurance industry. Before joining HSO he led the global FSI Finance Transformation practice at Deloitte – and was in similar positions at PwC and KPMG.

The main focus areas of his client engagements were the optimization of underlying Finance Operating Models, standardizing and optimizing Finance processes, set-up of Finance Shared Service Centers (off-/near-shore), the integration of Finance towards the Risk function as well as designing and implementing new Finance architectures.

Nowadays, Toby is leading the Financial Service practice at HSO DACH region leveraging the given Microsoft technology – optimizing the Finance function with Microsoft – among others.

Jeremy Brown | LinkedIn

Jeremy Brown currently serves as SVP, Global Channel & Alliances where he works to develop new and existing relationships with Aptitude’s technology, advisory and delivery partners. He is also a member of the North America Leadership Team (NALT).

Jeremy has worked at Aptitude Software since 2014, leading the Solutions Consulting Team and the Professional Services organization before focusing on Alliances. He brings over 20 years of expertise in process automation, technology and partnerships and has built a strong, global partner network at Aptitude. Prior to Aptitude, Jeremy held roles at Kofax and IBM.

Mark Aubin | LinkedIn

Mark Aubin is Aptitude Software’s Autonomous Finance Leader. Mark works to identify and nurture market opportunities, and ensures the successful positioning of our suite of products to Aptitude’s clients, partners, and prospects.

Mark bring over 25 years of experience in enterprise financial applications and has served in senior roles as a software vendor, customer, and consultant. He has deep finance and operational knowledge across diverse industry sectors and has been focused on software solutions for financial regulatory compliance and modernization since 2007, including co-founding and leading product and technology for RevStream, a leading Enterprise Revenue Recognition and Management Solution. Since its acquisition by Aptitude Software in 2017, Mark has served in several strategic roles, including SVP of Sales, Solutions Consulting, Account Management for North America and Chief Innovation Officer.