Speakers

Andrew Behlmann

Andrew Behlmann leverages his background in corporate finance and management to approach restructuring problems, both in and out of court, from a practical, results-oriented perspective. With a focus on building consensus among multiple parties that have competing priorities, Andrew is equally at home both in and out of the courtroom, and he has a track record of turning financial distress into positive business outcomes. Clients value his counsel in complex Chapter 11 cases, where he represents debtors, creditors' committees, purchasers, and investors. Andrew writes and speaks frequently about bankruptcy matters and financial issues. Before becoming a lawyer, he worked in senior financial management at a midsize, privately held company.

Karlo Bustos

Karlo Bustos is an experienced executive leader driving transformational change and assisting companies with their Oracle ERP, EPM, HCM, and Analytics process and technology needs. He has diverse industry knowledge within Finance and Accounting, Procurement and Operations, FP&A, Talent Management, Strategic Planning and Execution, M&A Integrations, Large-scale Program/Project Management, and Market/Competitive Analysis skills delivering the right result for organizations. Karlo is a respected and trusted advisor to executive management globally.

Karlo's financial analysis and global commentary around cash flow, finance, and macro business trends have been published in CFO Magazine, CFO Europe, CFO Asia, Wall Street Journal, Financial week, Business week, AP, Reuters, and Dow Jones.

Chris Chach

Chris Chach joined the Company’s executive staff in 2017, rising from an Account Manager role to his current position as Vice President of Client Services. He leads a team of more than 15 Account Managers and works tirelessly across departments to build the collaboration necessary to enhance client service—an approach shaped by spending much of his career in retail and telecommunications customer service. His philosophy is one of tailored, proactive support for each client, based on the understanding that no two organizations use the CreditRiskMonitor service in exactly the same way. From 2013 to 2017, Mr. Chach played a key role in expanding the trade department, significantly increasing client retention and sales in the process. Mr. Chach earned his B.A. in Sociology from Binghamton University.

Peter Getchell

Peter Getchell is a Transformation Executive Coach at Siven Group, where he partners with high-performing executives to build their ability to lead business transformations. Over more than 25 years, he has led transformations in the $50–$100 million range, and he has drawn on that experience to build a curriculum designed specifically for internal executives: first establishing awareness of the full demands of any transformation, then building strength where each leader's situation needs it most.

Siven Group's mission is to build proficiency within high-performing organizations to confidently start, lead, and finish transformations that matter. The firm was founded on the belief that transformations are not magic — the skills, mindsets, and tools required can be learned, provided the lessons are cohesive across the full breadth of a transformation and contextually relevant to the executive's own organization. Siven delivers that work through rapid assessments, transformation executive coaching, transformation program coaching, and bespoke bootcamps.

Richard Hastings

Richard Hastings, CCE, is an independent macro economist, with a long track record of predicting major events, including the Housing and Financial Crisis of 2008; the Trump Electoral College win in November 2016; and the Energy Crisis of 2021-2022. He started his career as a credit analyst in New York City's Garment Center at Solo Credit Services. He later served as a leading retailing industry analyst at Bernard Sands before moving on to Seaport Global Securities, where he began to specialize in commodities and global themes. He was for many years one of the nation's most frequently cited experts on retailing, the consumer, and commodities, seen frequently on CNBC and on Bloomberg TV. Richard currently lives in Charlotte, North Carolina where he specializes in governance, compliance, and data analytics for some of the world's largest banks.

Ed Ienner

Ed Ienner is the Executive Director - Credit & Collections at People Inc.

Rachen Patel

Rachen Patel is a Finance and Technology professional with over 20 years of domestic and international experience in financial management and information systems. He is a senior-level consulting professional having a considerable and cumulative breadth of knowledge and understanding of solutions, industry best practices, multiple business processes and technology designs across multiple product families/domains. Rachen is a self-starter who is highly motivated with a winning mindset, positive "can-do" attitude and having excellent verbal & written communication and interpersonal skills. He graduated from Kingston University (United Kingdom) with a Bachelor degree in Business Information Technology.

Brian Sanders

Brian Sanders joined the company in 2016 and was promoted to Vice President, Marketing in 2026. He has extensive experience across research, data analytics, marketing, and technical solutions, with a focus on driving the company’s marketing initiatives. Mr. Sanders oversees marketing strategy and execution to enhance brand awareness, product promotion, and demand generation. During his tenure, he has managed data processing and analysis, developed research publications, led marketing campaigns, and supported cross-functional initiatives. He has also served as a subject matter expert across our product offerings and internal workflows. Mr. Sanders graduated with honors from Manhattan University and holds a B.S. in Finance.

Jay Surface

Mr. Surface is a Principal in The Hackett Group’s EPM, ERP & Analytics Strategy (EEA) practice. He began his professional career in 2011 joining PricewaterhouseCoopers. In 2019, Mr. Surface joined The Hackett Group’s EEA practice. Throughout his career, Mr. Surface has been focused on finance transformation enabled by utilizing Oracle Enterprise Resource Planning (ERP) and Oracle Enterprise Performance Management (EPM) products. For the past six years he has specialized in project delivery, practice growth, new hire training, and sales all centered around Oracle Cloud applications. He has occupied a multitude of roles starting from an implementation module lead, a multi-platform application architect, to the financial suite architect collaborating directly with CFOs, CIOs, CAOs, VPs of IT, and Controllers to redesign business process within the finance function taking advantage of efficiencies gained utilizing Oracle Cloud products. He also has been actively involved in growing Oracle practices by developing and delivering content for: Oracle new hire onboarding process, Oracle Cloud learning and development initiatives, and Oracle Cloud practice growth initiatives with a focus on new implementation processes and artificial intelligence. His current role at The Hackett Group focuses on delivery excellence for Oracle multi-platform system integrator deals with an emphasis on strategic objectives clients look to obtain by upgrading their procurement, human capital management, financial, and reporting technology architecture. He oversees the successful delivery of all Hackett Oracle ERP projects through managing 75+ resources across North America, Latin America, and a global delivery center in India.

James Zarour

James Zarour is the technology, media, and telecom (TMT) Leader at RSM in Los Angeles. He leads an array of buy-side and sell-side transactions ranging between $40M and $1B in enterprise value.