Donald B. Rogers, CPA, MA

Previously, John was a Managing Partner at EY. He led the global financial services consulting business for over 15 years. John led the design and build-out of EY’s technology capabilities, its global managed service delivery network, its digital transformation and ecosystem platforms, and the design and deployment of its industry solution-driven business model.

John was with Accenture (formerly Andersen Consulting) for 16 years as a partner responsible for components of its global financial services business. He was a member of its financial services industry leadership team, which focused on the banking and capital markets sectors. He was responsible for the sales and delivery to several of its largest global clients.

John has served as the Chair of the Board of Trustees of Westminster College in Pennsylvania, a Board Member of the Montclair Kimberley Academy, and a Member of the Board of Visitors of the University of Maryland. In addition, he philanthropically supports the performing arts and medical research.

John received his MBA in Finance from the University of Maryland and his bachelor’s degree with honors in Economics and Business from Westminster College in Pennsylvania. He also practiced early in his career as a Certified Public Accountant and a Certified Management Accountant. He has served as an adjunct professor in the business programs of several national universities.

John is a native of Pittsburgh, Pennsylvania. John and his wife of over 40 years JoAnn reside in New York City. They have two adult sons. In his spare time, he enjoys golf, skiing, and the study of political and military history.

Larry is widely recognized for his contributions to AI-enabled analytics and performance management. He developed the Analytics Scorecard™, an AI-enabled evolution of the Balanced Scorecard framework, and has trained hundreds of finance and business professionals on the practical application of analytics and artificial intelligence. His work focuses on helping organizations translate data into actionable insight and measurable business outcomes.

Over the course of his career, Larry has held senior leadership positions including Senior Partner-in-Charge of KPMG’s Financial and Performance Management consulting practices and leadership roles with the Balanced Scorecard Collaborative, Oracle, and other advisory organizations. He has also founded and led boutique consulting firms focused on delivering practical solutions to complex finance, strategy, and operational challenges.

Larry is the author of multiple books and numerous articles on analytics, performance management, finance transformation, and strategy execution. His publications have received industry recognition and have influenced finance and performance management practices used by organizations around the world. He has also served as a faculty member at Columbia Business School, where he taught predictive business analytics and helped develop future generations of finance and business leaders.

Larry holds a BA in Economics and an MBA in Corporate Finance. He is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Lean Six Sigma Black Belt, and has served in leadership and advisory roles with organizations including the AICPA, AFP, FEI, and IMA.

As Technical Advisor for Building the Strategic Finance Operating Model: The CFO’s Blueprint for Value Creation in the Age of AI, Larry provided valuable guidance, insight, and subject matter expertise in the areas of finance transformation, analytics, performance management, and artificial intelligence. His contributions helped strengthen the practical application of the concepts, frameworks, and future-state perspectives presented throughout this book. Larry serves on the Advisory Board of Invictus Global Advisors.

Across consulting and senior executive roles at global financial institutions and multinational insurance organizations, Oliver has built, repositioned and led high-performing PMOs and TMOs, and designed and institutionalized practical governance and delivery frameworks. Working directly with senior executive teams, he established enterprise project management standards across global transformation portfolios, linking portfolio selection to annual budgeting, closing critical oversight gaps and introducing risk, KPI and benefits dashboards to raise the standard of execution.

At Invictus Global Advisors, Oliver partners with leadership teams to strengthen change governance, align cross-functional stakeholders and build the organizational readiness required to turn strategic blueprints and modern operating models into lasting business performance.

Mangesh is a pioneer in enabling insights and decision capabilities, creating cutting-edge data solutions and rules engines for cost-effective and responsible AI. He has modernized enterprise planning, actuarial and financial platforms, and helped establish a Global Delivery Center in India.

He has led Finance, HR and go-to-market transformations across 36 countries through a matrixed organization of several hundred people, introducing AI-based solutions along the way. As head of corporate functions technology for a Fortune 100 financial services company, he managed multi-million-dollar budgets in a SOX-controlled environment, and he has reduced annual technology spend by a high seven-figure amount.

Mangesh holds a B.S. in Computer Science and Engineering and received the Oracle Global Excellence Award as Cloud Architect of the Year (North America). He serves as an Invictus Strategic Advisor, focused on data enablement.

K.D.’s work moves from value proposition to value creation to value realization. He aligns technology investment to CXO goals and quantifies value up front; automates workflows, standardizes data, rationalizes applications and embeds predictive AI; and tracks the benefits to the P&L through lower OpEx, better margins and measurable ROI.

His experience spans global-scale Finance, Risk and Treasury programs, including GL and sub-ledger remediation, OFSAA, Oracle Cloud ERP, 9Q rolling forecasts and a Revenue Center of Excellence. In data and analytics, he steered a $10 million enterprise data program featuring predictive AI risk models and Databricks medallion architecture, and his AI and workflow automation work delivered a 30% productivity lift.

On the risk and regulatory side, K.D. has delivered a credit risk platform and GL reconciliation for a global bank, along with model risk remediation, implementing stronger controls and compliance. He has also led enterprise application rationalization across Wealth and Community Banking using a TIME value model, lowering total cost of ownership (TCO) and technical debt, and delivered post-merger integration for an investment manager, with back and middle office on GCP, AWS and Azure, removing duplicate costs.

K.D. holds a B.A. in International Business Relations from The Ohio State University and completed Leading in the Digital Age through Harvard Business Impact. His credentials include Google Cloud Digital Leader, Databricks Fundamentals, Certified Scrum Product Owner and Certified Scrum Master. He serves as an Invictus Strategic Advisor, focused on financial systems architecture.

Lain’s research centers on a simple question with wide consequences: how information moves between people, institutions and technology, and who answers for it. At Bucknell University and Syracuse University, Lain designed and led studies of how information about people is used in the decisions that affect them, and of how people understand what their connected devices share. The work combined the Contextual Integrity framework with participatory design, the same consensus-building approach that runs through Invictus Global Advisors’ work.

Professionally, Lain has brought that perspective to emerging technology. At Meta, Lain oversaw data collection and quality assurance for the AI models behind next-generation virtual reality (VR) and augmented reality devices, and is a named contributor to published research on surface electromyography (EMG) neuromotor interfaces. At Fordham University, Lain led the Learning & Innovation Technology Environment (LITE), guiding multiple teams across two campuses and developing course materials and presentations on VR, AI and HCI for audiences from undergraduates to post-doctoral researchers.

At Invictus Global Advisors, Lain supports research and analysis across the firm’s solutions and leads its digital presence. Lain’s work reflects a conviction at the heart of the Strategic Finance Operating Model™: technology creates value only when it is built around the people, processes and information it serves.

Professionally, Maurice applies advanced mathematical modeling, probability, statistics, and data science as an analyst while continuing research in applied mathematics. Throughout his career, he has also been dedicated to teaching and mentoring students in mathematics, physics, and quantitative reasoning, helping learners translate complex concepts into practical understanding.

As a distinguished contributor, a principal copy editor and proofreader for Building the Strategic Finance Operating Model: The CFO’s Blueprint for Value Creation in the Age of AI, Maurice reviewed the manuscript from the perspective of an emerging business professional and lifelong learner. His detailed editorial review strengthened the clarity, organization, technical precision, and accessibility of the work while helping ensure that complex concepts remained understandable without sacrificing rigor. His perspective reflects the importance of developing the next generation of finance, strategy, and technology leaders who will build and lead organizations in the age of AI.

Maurice Pierre currently serves as an applied mathematician, researcher and business analyst for Invictus Global Advisors.