2015 CFO Roundtable: Speakers
Chief Financial Officer Jeff Atwater
A fifth-generation Floridian, husband and father of four, Jeff Atwater was first elected Florida’s Chief Financial Officer on November 2, 2010, and sworn into office on January 4, 2011. He was reelected to a second term on November 4, 2014, and sworn into office on January 6, 2015. His commitment to public service began in 1993, when his hometown of North Palm Beach elected him Vice Mayor. Mr. Atwater was subsequently elected to the House of Representatives in 2000 and the Florida Senate in 2002 and was unanimously selected by his fellow senators to serve as Senate President in 2008.
Jeff Atwater’s family has had a long and distinguished commitment to public service at local, municipal and state levels. Family values of fairness, stewardship of the public trust, and an unshakeable faith in the American ethos have informed his sense of duty and responsibility in all facets of his public and private careers. He believes that the principle role of government is to create the conditions where the individuals, families and businesses of Florida are given every opportunity to flourish. Hard work, the value of education, commitment to Judeo-Christian ethics, and belief in the promise of America are to be encouraged and rewarded, not stymied by an overreaching government.
CFO Atwater’s priorities since assuming office have been to aggressively eliminate the fraud that increases the cost of living for Floridians, reduce regulations that inhibit job growth and economic expansion, expand his earlier efforts at fiscal transparency and governmental accountability, and protect the state’s most vulnerable citizens from financial harm and abuse.
Mr. Atwater earned his bachelor’s degree in finance and an MBA from the University of Florida. His private sector experiences, which included twenty-five years of community banking, provide him a unique and valuable perspective on the sacrifices and challenges facing the business men and women of Florida, as well as the impact of government on the individuals and families of this state. In addition to his service as an elected official, CFO Atwater has performed volunteer work with many charitable and not-for-profit organizations and has served on a number of governing boards, including the United Way, Chamber of Commerce, Big Brothers and Big Sisters, and Take Stock in Children, among others.
Steven M. Bernstein
Regional Managing Partner, Fisher & Phillips LLP
Steve Bernstein is the managing partner of the Tampa office. He maintains a traditional labor practice in which he represents employers throughout the United States in both state and federal courts, as well as before the National Labor Relations Board, the U.S. Department of Labor, the Equal Employment Opportunity Commission, and other state and federal agencies. In the process, Steve has played a primary role in advising clients in response to union organizing campaigns, unfair labor practice charges, corporate campaigns, collective bargaining, and economic work stoppages. He also has acquired a sophisticated level of expertise with regard to advising clients on compliance with the WARN Act, USERRA, the FMLA, and the ADA.
A significant portion of Steve’s practice is devoted to the implementation of preventive employee relations programs that include supervisory training as well as the development and administration of effective human resources policies and practices. Previously, Steve worked for the International Brotherhood of Teamsters and with the Minority Staff of the U.S. Senate Labor Committee. Upon graduating from law school, Steve was named Outstanding Labor and Employment Law School Student by the Labor and Employment Law Section of the Florida Bar, and has been listed by the Labor Relations Institute (LRI) as one of the “Top 100 Labor Attorneys” in the U.S. since 2006.
Steve holds a a Juris Doctorate from the University of Florida.
Market Executive, Global Commercial Banking, Bank of America Merrill Lynch
Doug Davidson is the Global Commercial Banking Market Executive for North and Central Florida and leads a team of professionals in managing a loan and deposit portfolio for public and private commercial banking clients. In addition to traditional commercial banking services such as lending and depository solutions, Davidson’s team is also responsible for leading investment banking activities including originating debt and equity offerings as well as facilitating the mergers and acquisitions of commercial banking clients.
Davidson has been with Bank of America since 1994, originally joining the NationsBank commercial banking team in Tampa. He serves on the Boards of Directors of The Florida Chamber Foundation, The Vincent Lecavalier Foundation, and Council for Educational Change. He is a Trustee of Florida TaxWatch and Advisory Board member of Center for Competitive Florida. He previously served on the Board of Directors of United Way of Tampa Bay.
Davidson graduated Summa Cum Laude from University of Florida in 1993 with a B.S.B.A. in Finance and Marketing and later earned his Certified Treasury Professional designation from the Association for Financial Professionals in 1998 and Six Sigma Green Belt certification in 2003. He holds NASD Series 7, NASD Series 24 and NASD Series 63 licenses as a registered investment banking principal.
State President, Florida, Duke Energy
Alex Glenn is president of Duke Energy’s utility operations in Florida, serving approximately 1.7 million electric retail customers in central Florida, including metropolitan St. Petersburg, Clearwater and the Greater Orlando area. He is responsible for advancing the company’s rate and regulatory initiatives and managing state and local regulatory and governmental relations, economic development and community affairs.
Glenn has been with Duke Energy (and predecessor companies Progress Energy and Florida Power Corp.) since 1996 in positions of increasing responsibility. In his previous role as general counsel for the Florida utility operations, which he assumed in 2008, Glenn oversaw all regulatory matters affecting the Florida utility. In addition, he served as a key adviser to the Florida state president, as well as other company executive management and the board of directors. He assumed his current position in December 2012.
Before joining Florida Power Corp., Glenn practiced energy law at the international law firm of Morgan, Lewis & Bockius LLP in Washington, D.C. Glenn earned a bachelor’s degree, magna cum laude and Phi Beta Kappa, and law degree, with honors, from the University of Connecticut. He is a member of the Connecticut, Washington, D.C., and Florida bars.
He serves on the boards of the Florida Chamber of Commerce, Enterprise Florida, St. Petersburg Chamber of Commerce and the Pinellas Education Foundation. He is also a resident member of the Florida Council of 100. He has served on the board of the Boys and Girls Club of the Suncoast, and is a 2011 graduate of the Leadership Florida Class XXIX and the Leadership St. Petersburg class of 2004.
Chief Cloud Officer, Concerto Cloud Services
Greg Pierce is the Chief Cloud Officer for Concerto Cloud Services, a fully managed cloud services provider headquartered in Tampa. He develops the strategic direction, vision and product offerings for Concerto and also manages service and delivery for all partners and customers. A 20-year technology consultant, Greg was influential in the formation of Concerto and its virtual private cloud infrastructure and is considered one of the foremost experts on cloud trends, systems integration and deployment strategies.
Greg specializes in helping businesses understand, select and deploy innovative cloud computing solutions that leverage on-premise, hosted, third party and hybrid models. He has led Concerto in becoming one of the leading cloud services providers in the country, including recognition from Microsoft as the U.S. Independent Software Vendor (ISV) of the Year for Cloud Solutions.
Prior to founding Concerto, Greg held management positions in Tribridge’s Cloud, Security and Infrastructure, and Managed Services practices. Before joining Tribridge in 2008, Greg owned and operated two companies that provided a variety of IT managed services and cloud computing solutions for customers throughout the U.S., including platforms for the delivery of ERP and other core business applications via private cloud since 2004. He has also served as a CIO.
Greg is an avid speaker for Fortune 500 enterprises, industry conferences and user groups. He serves on the Advisory Board for the University of South Florida (USF) College of Business, the Advisory Board for USF’s Executive MBA Program and on the Executive Advisory Council at the Donald R. Tapia School of Business at Saint Leo University. He is a member of Microsoft’s Infrastructure Partners Advisory Council and that organization’s Cloud Economics Subcommittee. He holds an MBA from USF and a Bachelor of Arts degree from Eckerd College.
Managing Director and Chief Operating Officer, Florida Center for Cybersecurity
As Managing Director and Chief Operating Officer of the Florida Center for Cybersecurity (FC2), Sri Sridharan provides strategic oversight of the Center and is responsible for spearheading initiatives focused on driving workforce development, attracting new industry, and positioning Florida as the national leader in cybersecurity.
A seasoned expert with more than forty years of experience, Sridharan brings a base of knowledge acquired from his work with companies ranging from small start-ups to international industry giants like IBM. During his career, he has held top management positions focused on: technology-based continuous availability solutions for complex business challenges, solutions for service-quality intelligence on IT performance against business objectives, solutions for wireless mobility/business process integration, ASP (Application Service Provider) solutions with eight international data centers, custom applications for global procurement and distribution management, and hosted and in-house hospital information systems.
At the Florida Center for Cybersecurity, Sridharan has applied his business acumen to create the infrastructure of a statewide center that was formed to serve as a resource for cybersecurity education, outreach and innovative, interdisciplinary research within an academic environment. In this capacity, he has developed critical industry and government relationships, and positioned the Florida Center for Cybersecurity to become a national player on the cybersecurity landscape.
Sridharan holds three Master’s degrees (Computer Science, Mathematics and Applied Mathematics) and he lives in Tampa, Florida.