Sales and Customer Success
Nancy Wu has spent most of her career working in, consulting for, and auditing various accounting departments’ financial close process for public and private organizations ($200 Million to $4 Billion).
Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of signups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top.
Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail and various other industries.
co-Founder, Finance Analytics Institute
Robert J Zwerling is co-founder of the Finance Analytics Institute (www.fainstitute.com). FA Institute fuses finance and analytics, and through research and its Analytics Academy goes beyond the “What is” of Finance Transformation to the “How to” implement an analytics culture of data driven decisions that is Next Generation Finance.
Mr. Zwerling is also Managing Director of Aurora Predictions that offers its LightZ™ analytics and AI software purpose-built for Finance with a comprehensive suite of imbedded predictive models that delivers unbiased predictions and forecasts on large multi-source data. LightZ is intuitive to use for fast and deep insights to make better data driven decisions without need of data scientist or programming.
His 25 years career as a serial entrepreneur covers industries as manufacturing, telecom, and technology, and includes employment at Southern California Edison, Computer Sciences Corporation, and Vision Solutions. He is a regularly requested speaker on analytics and AI, and author of numerous articles and books. He is also a patron of Stanford University’s Hoover Institution.
Mr. Zwerling has a Bachelor of Engineering from Stony Brook University, Master of Science in Mechanical Engineering (thermodynamics and fluid mechanics) from CSU Los Angeles, member of the Tau Beta Pi engineering honor society, and a Registered Professional Engineer in California.