Jonathan Juan DC. Moreno (Chief Strategy Officer at Metro Retail Stores Group Incorporated)

Jonathan Juan DC. Moreno

Chief Strategy Officer at Metro Retail Stores Group Incorporated

JJ is a former Philippine Navy officer (with a rank of Commander) and had a successful stint in the Armed Forces of the Philippines where he earned various medals and recognitions for both combat and administrative accomplishments.

He has dedicated the past two decades of his professional life to developing and implementing transformational programs at both macro and enterprise levels.

From 2000-2010, JJ worked as a corporate governance (CG) advocate and regulator. He was one of the pioneers of the Institute of Corporate Directors (ICD) where he served in various capacities including as President & CEO. He was also the first VP-CG and Chief Risk Officer of the Philippine Stock Exchange where authored many of the PSE’s CG Rules, most notable of which is the CG Rules for Publicly-Listed Companies. He was likewise the Philippine representative to various corporate governance initiatives of the OECD and the World Bank.

From 2010, JJ worked on “creating, capturing and sustaining value” through developing sound strategies (mostly on international expansion/growth) and designing & implementing the respective strategy execution systems, in various organizations–mostly family and state-owned corporations-around Southeast Asia. This was in his capacity as Principal & Head of Southeast Asia of Palladium Group, the strategy execution consulting firm founded by “Balanced Scorecard” developers Robert Kaplan & David Norton; as well as a consultant to the International Finance Corporation of the World Bank Group where the engagements involved making IFC-investee companies “investor ready” for either an IPO or the entry of strategic investor.

Seven years ago, JJ decided to focus his talents in helping Philippine corporations and so joined a fast-growing conglomerate of the Gaisano family where he now serves as Chief Strategy & Governance Officer of the group’s flagship company (Metro Retail Stores Group Inc.). He is likewise currently in charge of, among others, business development, strategy, mergers & acquisitions, investor relations, E-commerce, global sourcing, and other strategic transformational programs.

JJ currently sits in the board of Marsh Philippines (a business of Marsh-McLennan; NYSE:MMC); a Trustee of the Institute of Corporate Directors (ICD), and the BCYF Foundation.

He studied in various educational institutions such as the University of Nottingham (under the prestigious Chevening program), Yale School of Management, Melbourne Business School, and the Asian Institute of Management. He graduated from the Philippine Military Academy in 1993.

JJ is a graduate of the Advance Management Program at the IESE Business School, University of Navarra in Barcelona, Spain, and is currently part of the First SGV-MAP NexGen CEO Transformative Leadership Program, a 12-month program for high-performing new and future CEOs below 50.

Lucy L Lim Chan (Professional Practice Director and Risk Management Leader of SGV & Co)

Lucy L Lim Chan

Professional Practice Director and Risk Management Leader of SGV & Co

Lucy performs regular audit across various industries such as insurance and pre-need, telecommunications and real estate industries. She is also involved with due diligence reviews and bond offerings.

Lucy has been awarded the Philippine Institute of Certified Public Accountants (PICPA) Young Achiever in Public Practice.
She completed her Master’s degree at the Asian Institute of Management and graduated magna cum laude from the University of the Philippines for her Bachelor’s degree.

Atty. Ma. Gracia Casals-Diaz (Partner, Risk Management Ethics & Independence at KPMG R.G. Manabat & Co.)

Atty. Ma. Gracia Casals-Diaz

Partner, Risk Management Ethics & Independence at KPMG R.G. Manabat & Co.

Ma. Gracia Casals-Diaz is a CPA-Lawyer. She has an almost 3 decades of professional experience both in government and public practice.

She is currently the Head of Department of Professional Practice and the Risk Management, Ethics & Independence Partner of R.G. Manabat & Co., KPMG in the Philippines. She leads the workstream of the Asia-Pacific Board Leadership Centre of KPMG; Since 2014, she has been serving as the Executive Director of the Capital Market Development Council which is private-public sector advocacy group that recommends policies and action plans for the development of the Philippine capital markets.

She is an active member of the Philippine Interpretations Committee and the PICPA Ethics Committee. She holds various positions both in PICPA and ACPAPP such as the Chair of the Sustainability and Integrated Reporting Committee, Chair of the Committee on By-Laws of the PICPA Metro Manila Region, Director of PICPA EMMC, Chair of Professional Development-Metro Manila of ACPAPP.

She was recognized by PICPA as Outstanding CPA in Public Practice in 2019, and Outstanding CPA in Government in 2009 when she was the General Accountant of the Securities and Exchange Commission.

Clark Joseph C. Babor (Partner at BDO Roxas Cruz Tagle &Co..)

Clark Joseph C. Babor

Partner at BDO Roxas Cruz Tagle &Co..

Armed with a guy-from-the-province-kind-of-optimism, Clark took a large leap of fate and pursued life in a bigger city. Having earned his Bachelor’s Degree in Accountancy from Silliman University, Clark’s goals was to complement his knowledge with actual and hands-on audit experience. Clark honed his audit skills rising up to Associate Director level in a very short period of time with SGV.

Eventually, he moved to Malaysia to further sharpen his already growing resume to work for another Big 4 audit firm. He stayed in Malaysia for a period of time gaining more experience with privately held corporations and in various sectors. After his stint in Malaysia, Clark joined the leading accounting firm in the mid-tier market, BDO International Ltd.–Roxas Cruz Tagle and Co. as their Director for Quality Control Group and Risk Management.

Recognized as a high-potential executive, a year after joining BDO Roxas Cruz Tagle and Co., Clark’s career took a long jump as he was admitted to the partnership and now holds his current position. Clark also represents Roxas Cruz Tagle and Co. in the Philippine Interpretations Committee and Audit and Accounting Standards Committee, both committees are standard setters in Accounting and Auditing.

As a way of paying his knowledge forward, Clark also teaches in one of the major universities in Metro Manila. He teaches Fundamentals in Accounting, Financial Management, Management Consultancy, Audit in CIS Environment, Financial Statement Analysis and Auditing Theory.