PegaWORLD 2014 Keynotes

Alan Trefler

Founder & CEO, Pegasystems

Alan Trefler is the Founder and Chief Executive Officer of Pegasystems. He also serves as Chairman of the Pegasystems Board of Directors.

Alan has consulted extensively in the use of advanced technologies, customer service processing, expert systems, and work automation. He has frequently presented to international audiences, and has written for major publications. Alan has been profiled in such publications as Forbes, and Inc. magazine; and was granted a U.S. Patent in 1998 for Pegasystems’ distinctive Inherited Rule-Based Architecture, which provides the framework for Pegasystems’ rules-based Business Process Management (BPM) solutions.

Alan’s interest in computers and expert systems originates from collegiate involvement in tournament chess, during which time he achieved a Master rating and was co-champion of the 1975 World Open Chess Championship. Alan holds a degree with distinction in Economics and Computer Science from Dartmouth College.


Forbes Alexander

Chief Financial Officer, Jabil

Forbes Alexander was named Chief Financial Officer of Jabil in September 2004. Most recently he served as Treasurer since November 1996.

Forbes joined Jabil in 1993 as Controller of our Scottish operation and was promoted to Assistant Treasurer in April 1996. Prior to joining Jabil, Forbes was Financial Controller of Tandy Electronics European Manufacturing Operations in Scotland and has held various financial positions with Hewlett Packard and Apollo Computer.

Forbes is a Chartered Management Accountant. He holds a B.A. in Accounting from the University of Abertay, Dundee, Scotland.


James Barrese

Chief Technology Officer, PayPal

With more than 25 years of technology experience that spans the military, the academic world, business consulting, and enterprise platforms and infrastructure, PayPal chief technology officer James Barrese is uniquely qualified to lead the company’s efforts to transform payments with innovative products and services for consumers and businesses.

A graduate of Stanford, James served as a high-frequency communications specialist for the U.S. Army Signal Corp, spent time as a programmer at Stanford, worked for Andersen Consulting, and then joined the e-philanthropy company Charitableway as vice president of engineering. In 2001, James joined eBay. Leading a number of strategic technology initiatives, he last served eBay as the vice president in charge of delivering the open platforms, infrastructure, systems software, analytics and site operations running the world’s largest marketplace at scale.

In 2011, James moved over to PayPal, first as vice president of global product development, and, beginning in 2012, as chief technology officer. With his mobile-first approach and his commitment to creating customer experiences that make things simpler and easier, he heads the world-class teams of technologists who are creating the products, platforms and technology infrastructure to power PayPal’s innovative payment services for tens of thousands of merchants and millions of account holders around the world.


Anette Bronder

Director Group Technology Enterprise Solutions, Vodafone Group Services

Since April 2013, Anette Bronder is responsible for Vodafone’s Enterprise Delivery organisation across all markets, covering standard products as well as complex solutions in the fixed net, mobile and converged solution space. She also serves on Vodafone’s Senior Leadership Team.

For three years, prior to her current role, Anette was the Director of Technology Enterprise at Vodafone GmbH in Germany, where she successfully established the 1st Enterprise converged delivery in Vodafone.

Anette joined Vodafone in September 2010 from Hewlett Packard, where she held various leadership positions, including Director of Professional Services for Central & Eastern Europe and Director of HP Consulting Germany. During her time at HP, Anette was also responsible for the integration of Compaq’s and EDS’ delivery capabilities into HP.

Anette has 17 years of experience in delivery services, operations and consulting.

Anette holds a Master degree in Economics and Social Sciences with specialisation in Political Sciences from the University of Stuttgart. Anette is the president of one of Germany’s largest sports associations and she played handball in the German national league for many years.


Richard Haley

Chief Financial Officer, Federal Bureau of Investigation

Richard Haley was appointed Chief Financial Officer (CFO) of the Federal Bureau of Investigation (FBI) in February 2008 after serving as the Deputy CFO for three years. Haley is responsible for the FBI’s budget, procurement, and financial operations totaling over $8 billion.

Prior to joining the FBI, Haley served as the Deputy Budget Director for the U.S. Department of Justice, where he was responsible for financial oversight of the Justice Department law enforcement and litigation components. Haley also served as Director of the Business Management Fund at the National Oceanic and Atmospheric Administration, U.S. Department of Commerce, where he oversaw the agency’s Working Capital Fund. Haley began his government career at the Department of Justice and the former Immigration and Naturalization Service.

Prior to his civilian government career, Haley served as an Intelligence Officer in the U.S. Military. He earned his Masters degree in Public Administration, Undergraduate degree in Political Science and Economics, and is a graduate of the Harvard Business School’s Advanced Management Program (AMP 184). Haley received the FBI Director's Award for Excellence in Management in 2007 and a Distinguished Presidential Rank Award in 2008.


Jessica Kral

CIO Medicare & Retirement, UnitedHealthcare

Jessica Kral has been with UnitedHealth Group (UHG) since August 2005. She is currently the UnitedHealthcare Medicare & Retirement segment CIO responsible for ensuring the technology needs of the segment are met by the shared service IT organization. The Medicare & Retirement segment is a $44B business servicing the healthcare needs of America’s Medicare beneficiaries.

Kral started her career at UHG in Infrastructure Services leading acquisition integration activities. Most recently, she was the Vice President of Portfolio Management and Business Architecture.

Prior to joining UHG, Kral led an infrastructure process initiative at Target and held both infrastructure and application development roles at The St. Paul Companies (now Travelers).

Kral has a B.B.A. in Marketing and Business Finance from the University of Wisconsin – Eau Claire.


Jeffrey Kuhn

Executive Vice President & Co-head of Client Service Delivery, BNY Mellon

Jeffrey Kuhn is responsible for shared operations services, program and project management, operational metrics, data governance, re-engineering and the quality office for Investment Services at BNY Mellon. These functions cover all of Client Service Delivery and Investment Services. Kuhn is also responsible for business continuity, information risk, control management and know-your-customer (KYC) for the enterprise.

Before taking on this leadership role in CSD, Kuhn served as Chief Operating Officer for BNY Mellon’s Financial Markets and Treasury Services Sector, including Treasury Services, Global Corporate Trust, Depositary Receipts, Broker-Dealer Services, Alternative Investment Services — represented over a third of the company’s revenue.

Kuhn joined BNY Mellon in 1998, and has over 25 years of experience in financial services. He has held positions in the Bank as the CAO for the Global Corporate Trust division and the manager of the JP Morgan Corporate Trust acquisition Project Office. Immediately following 9 -11, Kuhn played a key role in the recovery of the Bank and then managed Disaster Recovery for the Company. He was the global head of e Business and Chair of the Bank’s Internet Steering Committee. He also has held positions in global custody and asset servicing at Chase Manhattan Bank, Chemical Bank and for 10 years at Bankers Trust Company.

Kuhn received his Master’s degree from the University of Pennsylvania in 1983 and his Bachelor’s degree from the University of Michigan in 1981.


Vik Sohoni

Partner and Co-Leader of North American Digital Practice, McKinsey & Company

Vik Sohoni is a Partner at McKinsey & Company, and a member of our Business Technology office. He co-leads the global Digital Banking service line, focused on using digital capabilities (online/mobile, automation, data) to transform banks competitive positions. He is a deep banking expert, having served several of the top banks in North America and has led several large turnaround and transformation programs resulting in major strategic and operating model changes to deal with the new economics of banking in the US.

Sohoni is also very actively involved in the community, leading McKinsey’s support of the Plan for Economic Growth and Jobs in Chicago with a spectrum of organizations across the city.

Prior to joining McKinsey, Vik earned an MBA with Honors, specializing in Finance at the Wharton School, University of Pennsylvania.


Suzanne Woolley

Head of Customer Base Management, EE

Suzanne Woolley leads the Base Management function at EE, the UK’s largest network operator. She is responsible for driving value through customer campaign strategies, spanning EE’s multiple brands and customer segments. Her remit covers the end-to-end campaign cycle from design, through delivery, optimisation and analysis. Suzanne also owns and drives the CRM technology and partnership strategy for EE.

Suzanne has over 10 years’ experience of the telecoms market, having worked across technical and commercial programme delivery, business process design, go to market strategy, data management and CRM.


Kerim Akgonul

Senior Vice President, Product Management BPM & Case Management, Pegasystems

Kerim Akgonul is the Senior Vice President of Product Management for BPM & Case Management, responsible for the PegaRULES Process Commander™ (PRPC) product, technical documentation, training curriculum development, and the Pega Developer Community (PDN). Kerim has been with Pegasystems for over 17 years, spending his first 10 years in the Engineering department developing solutions for customers. With his extensive knowledge of Pega technology, he moved into Product Management where he successfully drove efforts to commercialize PRPC. Kerim holds a BS in Mathematics and Computer Science from Indiana University of Pennsylvania.


Rafeal Brown

Chief Financial Officer, Pegasystems

Rafeal Brown is Chief Financial Officer, Chief Administrative Officer, and Senior Vice President, Pegasystems; he leads Pegasystems' Finance, Legal, IT, and Facilities operations. Rafe is a finance veteran with more than 20 years' experience. He was previously a Senior Vice President in the finance group at Over the course of his nine years there, he led the treasury and tax functions, real estate, and collections teams. Prior to that, he worked at Cisco Systems, and began his career with Arthur Andersen in 1991. Rafe is a certified public accountant. He graduated from Southern Utah University with a Bachelor's Degree in accounting and earned a Master's Degree in accounting from Brigham Young University.


Dr. Rob Walker

Vice President of Decision Management and Analytics, Pegasystems

Dr. Rob F Walker is Vice-President Decision Management at Pegasystems. Prior to the acquisition of Chordiant by Pegasystems in April 2010 he was responsible for managing the strategic direction and development of Chordiant’s industry-leading predictive decisioning technologies. As a member of the office of the CTO Rob also provided support to Chordiant’s global sales activities and partnership initiatives. He joined Chordiant when the company he co-founded in 2000, KiQ Ltd., was acquired by Chordiant in December of 2004. KiQ was a specialist provider of decision management and predictive analytics software.

Prior to joining Chordiant, Rob spent eight years in positions of increasing responsibility with leading global information technology consulting firm Capgemini. From 1999-2000, he served as Program Director for Capgemini during which time he was responsible for the creation, development and evangelization of technological innovations in the area of Information Capitalization (business intelligence and predictive analytics). Rob holds a Ph.D. in Computer Science from Free University in the Netherlands.