1000

Invite-Only Executives

+40%

C-Level

+50%

VP-Level

$20m+

Annual Revenue

Agenda

Registered? Check your inbox for an email from no-reply@hopin.com 

* Times are in Eastern US time zone

Day 1: Oct. 6th

9:00 am
Networking

Networking

10:00 am
What VCs Are Looking For, And How To Stand Out
How to get into the VCs state of mind. This session will share psychological drivers that predict many VCs mindsets and decision-making processes. It’s all about mastering the skill of communication and showcasing why a VC can’t miss out on investing in your product. Learn how to use VC psychology to your advantage! Read More

What VCs Are Looking For, And How To Stand Out

How to get into the VCs state of mind. This session will share psychological drivers that predict many VCs mindsets and decision-making processes. It’s all about mastering the skill of communication and showcasing why a VC can’t miss out on investing in your product. Learn how to use VC psychology to your advantage!

  • Knowing the difference between how VC firms work Vs how VCs think
  • Understanding VC math
  • A look inside the VC decision making process

Rashmi Gopinath

Partner B Capital Group
Rashmi Gopinath is a Partner at B Capital Group, where she focuses on growth-stage investments in cloud infrastructure, cybersecurity, devops, and artificial intelligence and machine learning. She was previously a Managing Director at M12, Microsoft’s venture fund, where she led investments globally in the enterprise space. Prior to M12, Ms. Gopinath was an Investment Director with Intel Capital.

Mary D’Onofrio

Mary is a vice president based in Silicon Valley and joined Bessemer to start the firm’s growth investment practice. She primarily focuses on growth investments in cloud software, with recent investments including LaunchDarkly, Hyperscience, HashiCorp, and BigID. She is a board member or observer for Hyperscience, BigID, Reputation, GetInsured, Tile, and Retail Solutions, and is also involved with Bessemer portfolio companies Guild Education, Zapier, and nCino. Mary actively tracks both private and public cloud software and is one of the key architects behind the BVP Nasdaq Emerging Cloud Index (^EMCLOUD), which serves as a benchmark for public cloud companies. She also developed Bessemer’s Cash Conversion Score and is an author of the 10 Laws of Cloud. Previously, Mary worked in Equity Capital Markets at Morgan Stanley. She holds an MBA from the Yale School of Management and graduated cum laude with an A.B. in Politics from Princeton University.

Waseem Daher

CEO & Co-Founder Pilot
Waseem Daher is CEO and co-founder of Pilot, which specializes in bookkeeping, tax, and CFO services for high-growth technology startups. He is a three-time entrepreneur with two successful exits: his first company, Ksplice, was acquired by Oracle in 2011 and his second, Zulip, was acquired by Dropbox in 2014. He has a degree in computer science from MIT.

Ben Hodson

Co-Founder & CEO JobNimbus
Ben Hodson is an entrepreneur, writer, musician, filmmaker, comic book artist, and software developer. After spending time as a touring musician and finishing degrees in business and software systems from the University of Washington, he started his first company in 2000. That business, Venafi, was sold for $1.2 billion in 2020 to Thoma Bravo. After leaving the day-to-day operations of Venafi, Ben proceeded to start nine companies with the most recent being JobNimbus, a software and growth solution for roofing and home exterior contractors. In January 2021, JobNimbus received its first investment of $53 million from Mainsail Partners. In addition to his business ventures, Ben has pursued a variety of creative projects. He has written comic books, such as the Jack Burton Adventures, Shutter, 8-Bit, and Blood and Glory. His short films, Shadow of the Mountain and Marooned, have won recognition at various international film festivals, and he recently published his first novel, Tales of the Macabre West. Today, Ben continues to play and record music with his band, Railyard, in addition to leading the rapid growth of JobNimbus.
10:50 am
Pricing Strategy – Taking a Value-Based Approach
Price is a signal — to customers, the market and your team. It needs to be right! This session will focus on how SaaS companies can benefit from value based pricing strategies. Read More

Pricing Strategy – Taking a Value-Based Approach

Price is a signal — to customers, the market and your team. It needs to be right! This session will focus on how SaaS companies can benefit from value based pricing strategies.

  • Know your SaaS business’s value metric – measuring the value your product offers customers
  • Optimize your pricing strategy as a growth lever and monetize products
  • There are riches in the niches – segment your market
  • Determine what’s valuable to your target market & buyer
  • Building flexibility into your SaaS tech stack
  • Turbo-charging your NDR – the importance of a revenue delivery strategy

Omar Nawaz

CPO Chargebee
Omar is the Chief Product Officer at Chargebee. He is passionate about building incredible products and teams with demonstrated leadership success in delivering innovative solutions that significantly impact business outcomes. He has a significant track record of scaling products, businesses, and processes to hundreds of millions of dollars in revenue. Omar is experienced in architecting high-performing distributed teams, bringing clarity, vision, and solutions to large and very complex problems and opportunities. Consistently delivering against mission-critical, strategic company goals through adopting and implementing disruptive and innovative technologies to scale.

Songe LaRon

CEO & Co-Founder Squire

Ed Lee

Ed Lee is a pricing expert and CEO of HelloAdvisr, a growth consultancy working with startup leadership teams to design high-impact pricing strategies. HelloAdvisr works with startups on pricing across growth stages and draws on experience from industries including eCommerce/retail, software, and consumer goods. Previously, Ed held leadership roles with LG Electronics and Simon-Kucher & Partners, a global management consulting firm, where he advised leading global companies and brands on pricing strategy. Ed is regularly invited to teach and speak at leading academic institutions including UCLA and Oxford University. He serves as a mentor and advisor to startup accelerators including Techstars and Backstage Capital, and is a resident expert at the Oxford Foundry (the venture accelerator of Oxford University). Ed received his MBA from Oxford University, two Masters (MSc) from the London School of Economics, and BA from UCSD.
11:40 am
Making Retention a Priority in Your Organization
Customer Retention is key to the health of your growing SaaS business. But what can you do to ensure it is a top priority in your organization? Hear from Dominic Constandi SVP CS at ZoomInfo and Debbie Lillitos Chief Customer Officer at Vena Solutions on how they approach the challenge. In this fireside chat they'll discuss their customer success philosophies, what retention means to them and practical tips on how to drive business focus in this critical area. Read More

Making Retention a Priority in Your Organization

Customer Retention is key to the health of your growing SaaS business. But what can you do to ensure it is a top priority in your organization? Hear from Dominic Constandi SVP CS at ZoomInfo and Debbie Lillitos Chief Customer Officer at Vena Solutions on how they approach the challenge. In this fireside chat they’ll discuss their customer success philosophies, what retention means to them and practical tips on how to drive business focus in this critical area.

Dominic Constandi

Sr. VP, Customer Success Zoominfo
Dominic is the Senior Vice President of Global Customer Experience at ZoomInfo. He oversees the various client service organizations whose charter it is to drive positive business outcomes and ensure a seamless experience for the company’s 25,000 customers. Dominic joined ZoomInfo just prior to the initial public offering and in the time since has scaled the Customer Experience organization by 3x to where it currently stands at over 300 dedicated team members. Previously, Dominic spent 10 years leading and growing the Global Customer Success organization at Eze Software Group, an industry-leading enterprise platform within the FinTech space

Debbie Lillitos

Chief Customer Officer Vena Solutions
Debbie is the Chief Customer Officer at Vena Solutions, a FinTech company specializing in end to end Business Planning. She leads all customer-facing functions and since joining Vena in 2017 she has scaled the CX function by 4X. Under her leadership, the team has driven customer satisfaction and retention rates to over 90% annually YOY. Her team of 150 CX professionals is focused on delivering value and an unmatched experience to Vena's customers every day, helping them achieve organizational goals through best-in-class business planning. Prior to Vena Debbie was the VP, Professional Services at Achievers an HCM SAAS platform where she built and scaled the Professional Services and Support function through to acquisition over 5 years.
12:30 pm
Secret to Driving Customer Success With Human-Centric Design
Join Mukesh as he explores the intersection of human centric design and customer success in this thought provoking session. Read More

Secret to Driving Customer Success With Human-Centric Design

Today’s customer has options. Whether you sell to businesses or to consumers, you are likely competing with other companies and brands for the same wallet share. Exceptional product and service quality is no longer enough to differentiate you. Today’s customer not only wants a very high quality of service, she/he also expects exceptional human 2 human interaction. 

So during a time when automation and deflection are buzzwords that drive our industries and we are all measured on dollars created and dollars saved, how do we leverage human centricity to drive customer success and satisfaction? 

Join Mukesh as he explores the intersection of human centric design and customer success in this thought provoking session.

Mukesh Mirchandani

VP, Global Field Solution Engineering Freshworks
Mukesh is a seasoned technology executive with over 2 decades of expertise building and selling enterprise technology solutions. An engineer by education, Mukesh has spent a considerable part of his professional career studying customer/employee engagement and customer service trends. He firmly believes that organizations that put employees & customers at the heart of their business processes will emerge as winners and advocates his clients to truly become customer champions. Mukesh is also skilled at building high performing teams and often brings that expertise to his customers to create efficient customer service organizations with a maniacal focus on customer for life attitude. In his spare time, Mukesh enjoys a passion for sneakers and haute couture.
1:15 pm
Expo Hall

Expo Hall

1:45 pm
DEI – Going Beyond the Buzzword
The benefits of diversity & inclusion to SaaS companies can be seen internally with an increase in productivity. Diversity also correlates with better business results and increasing revenue. Read More

DEI – Going Beyond the Buzzword

The benefits of diversity & inclusion to SaaS companies can be seen internally with an increase in productivity. Diversity also correlates with better business results and increasing revenue.

  • Growing beyond the traditional business model
  • Simplifying your talent recruitment
  • Leveraging a diverse workforce in company and product development

Cheryl Contee

Chief Innovation Officer The Impact Seat
Cheryl Contee is the award-winning CEO of the digital agency Do Big Things, a diverse team that is using new narrative and new tech for causes and campaigns to create global change in a new era. Cheryl is the author of Mechanical Bull: How You Can Achieve Startup Success, available on Amazon. Previously, Cheryl was CEO of Fission Strategy, which brought Silicon Valley startup culture to the world’s leading causes and campaigns. She’s the co-founder of Attentive.ly, the first tech startup with a black female founder to be acquired by a NASDAQ company, the National Board Chair for Netroots Nation, and a proud co-founder of #YesWeCode. Learn more: www.dobigthings.today

Lisa Edwards

President & COO Diligent Corporation
Lisa Edwards is President and COO of Diligent Corporation, the largest governance, risk and compliance (“GRC”) SaaS provider serving over 23,000 organizations around the globe. Lisa is responsible for commercial growth and performance. Prior to joining Diligent, she served as EVP of Strategic Business Operations at Salesforce. Lisa also held leadership positions at Visa, Inc. and KnowledgeX, and co-founded Valubond, prior to the company’s acquisition by Knight Capital. Lisa received a bachelor’s degree from Stanford University and an MBA from Harvard Business School. She serves on the Board of Directors of Colgate-Palmolive Company, and is deeply involved in two non-profits where she previously served on the board, Playworks and the Presidio YMCA.

Gillian French

People Expert-in-Residence Workvivo
Gillian French is a veteran Chief People Officer and an expert at scaling teams and building strong company culture. She is currently employee communications platform Workvivo’s people expert-in-residence. Prior to this, Gillian served as Chief People Officer at Cubic Telecom, where she oversaw all aspects of people development, culture, employee engagement, policies and practices. Gillian was previously Chief People Officer at CarTrawler, where she was an integral member of the leadership team for 12 years and scaled the business from 25 to 600 people. Before turning her skills to the technology sector, Gillian spent eight years at a leading Irish hotel group – Jurys Doyle Hotel Group – where she held several senior leadership roles across a range of departments and properties. Workvivo is the employee communication platform designed to foster natural, meaningful connection in teams, allowing companies to reach and engage their employees in ways that traditional tools simply can’t.
2:35 pm
Want to Grow Your Business? Use Gratitude.

Want to Grow Your Business? Use Gratitude.

There is a secret weapon for growth stage companies looking to increase sales velocity and keep current customers happy – use gratitude to build stronger relationships! People choose to do business with people they like, and everybody likes someone who appreciates them. Simple, considerate gestures that demonstrate you value someone’s time have the power to completely change another person’s perspective. In this session, you’ll learn how to do this while also maintaining peace and harmony with compliance departments! Our two panelists bring their diverse experiences and expertise – from sales to customer success, to running and advising growth stage companies, to managing compliance for large global enterprises – to show you how to grow your business with gratitude.

Brendan Kamm

Co-Founder & CEO Thnks

Jonathon Kellerman

Pharmaceutical Industry Senior Executive and Former Big 4 Partner Abbvie
Jonathon Kellerman currently serves as the Executive Vice President, Global Chief Compliance Officer for Abbvie. Previously he held the same role at Allergan where he was responsible for leading a global team of 70+ professionals and supported Allergan's BOLD vision - to collaborate with business partners to build bridges, act fast, power ideas, drive results and always do what is right. In this role, he helped set and execute company strategy, evaluated business and people performance, drove the growth agenda, managed and mitigated risk, and lead company initiatives. Formerly, Jonathon served as a Partner in PwC's Pharmaceutical & Life Sciences Advisory practice. In this role, he helped to lead the global Governance, Risk and Compliance practice, including a national team of over 100 diverse professionals. Jonathan has over 25 years of consulting, advisory and complex transformational change experience working in the pharmaceutical, medical device and health care industries and dedicated ten years to providing strategic and operations improvement advisory services to pharmaceutical and medical device clients.
3:25 pm
2021 G2 Software Buyer Behavior Report: The Consumerization of Business Technology and What it Means for Software Buying

2021 G2 Software Buyer Behavior Report: The Consumerization of Business Technology and What it Means for Software Buying

Today’s software buyers possess consumer expectations. They are conducting more independent research and move quickly through the buying process, making the buying cycle shorter than ever. The growing consumerization of software buying presents new opportunities for software marketers and salespeople alike. G2 CMO Amanda Malko will discuss findings from the software marketplace’s annual buyer behavior study, which details buyer behavior and trends across SMB, mid-market and enterprise segments.

Amanda Malko

CMO G2
Amanda Malko is the CMO of G2, the world’s largest and most trusted software marketplace. Amanda is an award-winning go-to-market leader with deep experience accelerating the growth and reputations of category-disruptor brands and the entrepreneurial cultures behind them. Her career spans both marketing and operational leadership roles at digital software and services companies, including Mailchimp where she most recently led the company’s partner program and marketplace business. Her expertise includes customer experience, brand building, and community-led growth.
4:15 pm
Unconventional Tactics to Generate New Revenue Streams in SaaS
New add-on offerings a SaaS company could consider adding to their core SaaS platform, how building block technologies can help you customize those offerings towards clients, how to put these add-on offerings in the market and how to monetize them. Read More

Unconventional Tactics to Generate New Revenue Streams in SaaS

New add-on offerings a SaaS company could consider adding to their core SaaS platform, how building block technologies can help you customize those offerings towards clients, how to put these add-on offerings in the market and how to monetize them.

Terence Craig

Advisor Toyota Ventures
Terence Craig is the Chief Investment Officer for The Impact Seat, one of the leading independent investors in high growth technology companies led by women, especially women of color. At The Impact Seat, Terence leads investment activities and provides post-investment support for over 60 portfolio companies and monitors their LP investment in several venture funds. An experienced technologist, speaker and author, Terence has founded multiple companies and has served as the Chief Technology Officer at multiple venture-backed companies including the Mayfield funded Consensys Software and several pioneering enterprise and Big Data software companies. Terence was one of the earliest Black CEOs and founders to raise venture capital (way back in 1998), and he uses that experience and expertise to improve the startup ecosystem. His goal has been to support other “non-traditional” founders in navigating the startup landscape. His efforts to increase inclusion in the startup ecosystem led Terence to join the executive team at Astia Angels, an international angel group focused on investing in high-growth companies with women on the leadership team. During his time at Astia, Terence ran a pilot investment program to support Women of Color called the Representation Program, funded by strategic corporate funders. The program was such a success that Astia has now made it a permanent part of their investment platform. Terence’s book, Privacy & Big Data, has been translated into several languages and is currently available for purchase on numerous platforms such as Amazon, Barnes and Noble and Google Books.

Charlie Lynch

Embedded Analytics Specialist Cumul.io

Kris Rudeegraap

Co-Founder & CEO Sendoso
Kris Rudeegraap is the co-founder and CEO of Sendoso, the leading Sending Platform. Kris has more than a decade of sales experience and has spent time at Talkdesk, Yapstone, and Piqora. During that time, he discovered that creating meaningful engagements through direct mail and gifting was an effective way to drive demand and increase sales—which helped inspire the idea for Sendoso. Kris is a California native and CSU-Chico alum currently residing in the Bay Area.
5:05 pm
Key Integrations to Accelerate Growth
High-growth SaaS companies have one thing in common: They all automate critical business processes early on to free up resources and run faster and scale. There are three key business processes that every company should look to automate. Mark Simon, Celigo's VP of Strategy, shares best practices and insights from over a decade working with customers and their business processes. Read More

Key Integrations to Accelerate Growth

High-growth SaaS companies have one thing in common: They all automate critical business processes early on to free up resources and run faster and scale. There are three key business processes that every company should look to automate. Mark Simon, Celigo’s VP of Strategy, shares best practices and insights from over a decade working with customers and their business processes. Topics include:

  • Lead-to-Cash
  • Customer 360
  • Employee Onboarding
  • Developing an integration strategy and roadmap
  • Integration options

Mark Simon

VP of Strategy Celigo
Mark comes to Celigo having spent the last 21 years in technology. He started his career as a software developer in 1997, building e-commerce applications and custom integrations for several years. He then co-founded and led technology and operations as CTO for Evo, a successful e-commerce company that grew from $0 to $13M in revenue in three years… While at Evo, Mark got his first exposure to the NetSuite ecosystem 15 years ago when he selected and oversaw the implementation and integration of NetSuite for internal use. He then moved on to start a career in consulting with Explore Consulting, an award-winning Solution Provider and VAR in the NetSuite ecosystem. Mark spent the last 13 years at Explore, where he specialized in NetSuite and custom software development, including the last eight years leading the professional services practice as the EVP of Services & Technology before their acquisition by RSM. Mark has worked with clients across several industries including multiple software clients and publicly traded companies pre and post IPO. His efforts for software clients included designing and developing automated processes for sales order processing, subscription management, and provisioning among others.
5:30 pm
Networking

Networking

5:30 pm
Audience-Led Session: Hiring and Onboarding in a Hybrid World of Work
Join this virtual roundtable, led by attendees, to discuss strategies and processes. Read More

Audience-Led Session: Hiring and Onboarding in a Hybrid World of Work

Join this virtual roundtable, led by attendees, to discuss strategies and processes.

5:30 pm
Audience-Led Session: Sales & Revenue Operations Processes & Strategies
Join this virtual roundtable, led by attendees, to discuss strategies and processes. Read More

Audience-Led Session: Sales & Revenue Operations Processes & Strategies

Join this virtual roundtable, led by attendees, to discuss strategies and processes.

Day 2: Oct. 7th

9:00 am
Networking

Networking

10:00 am
Lessons Learned in Hyper-Growth

Lessons Learned in Hyper-Growth

Hypergrowth companies — those doubling in revenue each year — are the ambition and envy of entrepreneurs and VCs everywhere. But to get there, these companies must maintain momentum through years of tumultuous change. In this session, Ozgur Uzuner, a veteran leader of several successful hypergrowth companies and current COO of Steady, discusses how to overcome challenges specific to hypergrowth companies and the particular importance of getting talent, culture, and communication absolutely right.

Oz Uzuner

COO Steady
Oz Uzuner is a ruthless operator and growth leader with years of proven hands-on experience in executing growth strategies and building & leading cross functional teams to hit aggressive growth, revenue and profitability targets. Expert level of knowledge and experience in growing and operating early to mid-stage startups in B2C space with focus on fintech vertical and unbanked/underbanked segment. Since Oz joined Steady in 2018 he has been leading all growth initiatives and working as an integral part of the executive team as the COO on various initiatives ranging from fund raising to monetization. Prior to joining Steady Oz was part of the early executive team at LendUp where he led all user growth initiatives before running the loans business as the GM. At LendUp Oz helped the company to raise over $500M in VC capital and deployed over $1B in loan originations.

Fred Rockwell

Co-Founder & CEO Ascent Conference
Senior strategist with over 15 years of business experience including founder/operator, investment management, and financial services roles. Team leader and collaborator, creative thinker and dynamic communicator who shapes positive outcomes for businesses and organizations based on strategy, financial analysis, and market research. Previously a Certified Financial Analyst and a Certified Public accountant. (both were too boring) Ferocious poker player and aspiring comedy writer.
10:50 am
How Not to Fail at Scale
Maximizing sustainability; Prioritizing scaling over growth; Choosing the right partners; What is the measure of success in 2021? Read More

How Not to Fail at Scale

  • Maximizing sustainability
  • Prioritizing scaling over growth
  • Choosing the right partners
  • What is the measure of success in 2021?

Krish Subramanian

CEO Chargebee
Krish Subramanian is the Co-Founder and CEO of Chargebee, a Subscription Management & Billing Solution for Recurring Revenue Businesses. Krish is an engineer by profession and a problem solver at heart. For Krish, everything comes down to service and experience. Krish has prior stints at reputed software enterprises like Tata Consultancy Services and Cognizant Technology Solutions. He started his career as a software engineer at Matexnet Private Limited, a company specialising in online auctions of excess inventory. In his services consultant avatar, Krish used to work with fortune 500 customers, managing enterprise implementations of Ariba products, integrated with Oracle & SAP. He was a techno-functional consultant, specialising in Sourcing, Contracts, Buyer & Invoicing Solutions pertaining to Indirect Purchasing. His passion to build for the future, combined with over 20 years of experience in the world of software, along with his co-founders has helped fuel Chargebee’s 100% growth in revenue year on year. He is referred to as the “nice guy” within the company, the tech community, media, and by his mom.

Rob Pegoraro

Journalist Fast Company
Rob Pegoraro covers the problems and possibilities of consumer technology--computers, gadgets, telecom, social media, apps, and other things that beep or blink--for USA Today, Fast Company, Wirecutter and other outlets. He also speaks frequently about them on radio, podcasts, TV and at conferences. Pegoraro has met most of the founders of the Internet and once received a single-word e-mail reply from Steve Jobs.
11:40 am
Combining the Power of SaaS & Community
There are a lot of directions you can take when it comes to growing a SaaS business. Most SaaS products are used by businesses for serving their users better. If your SaaS product creates enough of a differentiating user experience to become the preferred way for consumers to engage with a business, then your SaaS product can actually become a marketplace as well. Read More

Combining the Power of SaaS & Community

There are a lot of directions you can take when it comes to growing a SaaS business. Most SaaS products are used by businesses for serving their users better. If your SaaS product creates enough of a differentiating user experience to become the preferred way for consumers to engage with a business, then your SaaS product can actually become a marketplace as well.

Prashanth Chandrasekar

Prashanth Chandrasekar is Chief Executive Officer of Stack Overflow and is responsible for driving Stack Overflow’s overall strategic direction and results. Prashanth is a proven technology executive with extensive experience leading and scaling high-growth global organizations. Previously, he served as Senior Vice President & General Manager of Rackspace’s Cloud & Infrastructure Services portfolio of businesses, including the Managed Public Clouds, Private Clouds, Colocation and Managed Security businesses. Before that, Prashanth held a range of senior leadership roles at Rackspace including Senior Vice President & General Manager of Rackspace’s high growth, global business focused on the world’s leading Public Clouds including Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP) and Alibaba Cloud, which became the fastest growing business in Rackspace’s history. Prior to joining Rackspace, Prashanth was a Vice President at Barclays Investment Bank, focused on providing Strategic and Mergers & Acquisitions (M&A) advice for clients in the Technology, Media and Telecom (TMT) industries. Prashanth was also a Manager at Capgemini Consulting where he managed Operations transformation engagements and consulting teams across the US. He holds an MBA from Harvard Business School, an M.Eng in Engineering Management from Cornell University and a B.S. in Computer Engineering (summa cum laude) from the University of Maine. Prashanth is married and has two children.

Whitney Sales

Managing Partner Acceleprise Ventures
Whitney Sales is a Managing Partner at Acceleprise Ventures, a B2B SaaS accelerator and Seed fund and creator of The Sales Method. Prior to Acceleprise, Whitney was instrumental in bringing four companies, LoopNet, Joby, Meltwater, and SpringAhead, to the Inc. 5000 Fastest Growing Companies list.
12:30 pm
Sales Coaching at Scale
As we hover between in-person and remote meetings, delivering real-time coaching is imperative for reps now more than ever. But how do you coach new reps while maintaining your current customers and nurturing prospects? Read More

Sales Coaching at Scale

As we hover between in-person and remote meetings, delivering real-time coaching is imperative for reps now more than ever.

But how do you coach new reps while maintaining your current customers and nurturing prospects? Catch Chad O’Connor, VP of Sales at Outreach, as he discusses different strategies and tools that will enable you to:

  • Spend more time available to be with customers and strategize on deals rather than reviewing calls
  • Ramp up your new reps faster
  • Inspect deals and pipeline during critical sales stages
  • Ensure account coverage before, during, and after the deal cycle

Chad O'Connor

VP of Sales Outreach
Chad O'Connor, VP of Sales at Outreach, has 28 years of Sales and Management experience working with Enterprises solving business challenges; including Engineering Technology, Customer Experience, Business Intelligence, eCommerce and Master Data Management. His accomplishments include: overachievement of quota in all positions with proven success delivering results, developing key relationships, managing and completing complex sales to executives.

Bocar Dia

Bocar was an early sales hire at Hootsuite where he spent 8 years leading multiple GTM teams through their growth to $150M ARR+. He most notably built out their Toronto office from the ground up to 100+ employees and led the NA East region - Hootsuite's largest revenue region. He is now an investor with Forum Ventures, Advisor and Sales Coach at the Harvard Business School.
1:15 pm
Expo Hall

Expo Hall

1:45 pm
How Your Customers Can Help Fund Your Business and Drive Growth
It’s hard to raise capital while driving your business. The good news is that the process of raising capital is changing. We’ll show you how innovative brands are leveraging updated regulations and fully-digital platforms to align the interests of their customers and shareholders to grow their businesses. Read More

How Your Customers Can Help Fund Your Business and Drive Growth

It’s hard to raise capital while driving your business. The good news is that the process of raising capital is changing. We’ll show you how innovative brands are leveraging updated regulations and fully-digital platforms to align the interests of their customers and shareholders to grow their businesses.

Jamie Finn

President & Co-Founder Securitize
Jamie Finn is a seasoned executive who has worked in 6 countries in both startups and corporations, and is currently the President and Co-Founder of Securitize, Inc. During his nearly 20 years of experience he has participated in over $500m worth of transactions, including Kontera, Sansa Security, Jajah, Tokbox, RingRing Media, and Zingy. Most recently, Jamie helped grow Aki Technologies from an 8 person, $1m company, to a profitable enterprise with over 60 people and tens of millions in revenue. His previous employers include Ericsson and Telefònica o2, and Jamie also held the position of AVP of Product Innovation at AT&T, as well as executive positions at numerous startups. He has been in San Francisco for the past 5 years, after spending 6 years in London. Jamie grew up in Puerto Rico and is a native English and Spanish speaker.

Cass Sanford

Associate General Counsel OTC Markets Group
Cass supports regulatory and policy making initiatives at OTC Markets Group. She represents the company on public panels and before industry and regulatory groups, focusing on equity market structure, online capital raising and emerging FinTech and RegTech trends. Cass currently serves on the Board of Governors of the Securities Traders Association. Prior to joining OTC Markets Group, Cass represented issuers, broker-dealers and individuals in securities litigation and in regulatory matters. Cass received her J.D. from Hofstra University School of Law and her B.A. from Mount Holyoke College. She is a member of the New York Bar.

Andrew Dix

Co-Founder & CEO Crowded Media
Andrew Dix is CEO and founder of the Crowded Media Group, LLC, publisher of Crowdfund Insider, the leading news and information site covering disruptive finance including online capital formation, online lending, blockchain and other forms of Fintech. He is also the founder of DisclosureQuest, a searchable database of securities filings including Reg D, Reg A+ & Reg CF. Andrew is a vocal proponent for access to capital for small and emerging companies and the need for an innovation-driven economy. He is a member of the Cambridge Alternative Finance Leadership Advisory Board, part of the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge School of Business. Crowded Media Group has partnered with CCAF as the media partner on their Alternative Finance Benchmarking Reports. A recognized authority in the Fintech world, Andrew is a participant in the bipartisan Securities Regulation Working Group organized by the Heritage Foundation. In 2016, Andrew received the New Capital Markets Leadership Award For leadership in the development of new capital markets under the JOBS Act. He is a founding special advisor to the Association of Online Investment Platforms. Andrew has a BA in Economics from Vanderbilt University and a Masters in Business from Boston University. He also attended Case Weatherhead School of Management where he continued his education in Finance.

JP Richardson

Co-Founder & CEO Exodus
JP's mission to help half the world exit the legacy financial system began from humble beginnings in America's heartland: Nebraska. In 2015, JP co-founded Exodus to build a beautiful and easy-to-use self-custodial wallet that allows customers to manage portfolios of cryptocurrency. Exodus was the first US company to conduct an SEC-qualified crypto-only public stock offering. Today, Exodus has over 200 employees and 1.9 million people trust Exodus to keep their cryptocurrency secure.
2:35 pm
Kill the Website Relaunch to Achieve Radical Growth
What are the two most horrifying words in all of marketing? “Website Relaunch.” Website relaunches are expensive, time-consuming, and full of risk — especially for SaaS companies. In contrast, companies winning in the digital marketing arena spend less money and receive better results because they refuse to fund the mythical unicorn that is the long-term website overhaul. Join experts from Kanopi Studios and Pantheon as they discuss how leveraging an iterative approach to your website operations will help you achieve radical growth goals by harnessing the power of data-driven business intelligence. Read More

Kill the Website Relaunch to Achieve Radical Growth

What are the two most horrifying words in all of marketing? “Website Relaunch.” Website relaunches are expensive, time-consuming, and full of risk — especially for SaaS companies. In contrast, companies winning in the digital marketing arena spend less money and receive better results because they refuse to fund the mythical unicorn that is the long-term website overhaul. Join experts from Kanopi Studios and Pantheon as they discuss how leveraging an iterative approach to your website operations will help you achieve radical growth goals by harnessing the power of data-driven business intelligence.

Sarah Fruy

Director, WebOps Partner Marketing Pantheon
As the director of WebOps partner marketing, Sarah Fruy collaborates with Pantheon's agency and technology partners on co-marketing programs and WebOps education. Prior to this role, Fruy served as the director of brand and digital experience, where she led the strategy, goals, and road map for Pantheon's public-facing website, branded assets, and experimentation program. Fruy is a ScrumMaster® and Certified Agile Marketer who joins Pantheon with over 15 years of experience in the digital publishing and online advertising industries, along with marketing strategy and digital marketing certifications from Cornell Johnson Graduate School of Management. Previously, she worked at emerging media companies, such as Say Media, as well as heritage brands like the San Francisco Chronicle.

Anne Stefanyk

CEO & Founder Kanopi Studios
As Founder and CEO of Kanopi Studios, Anne helps create clarity around project needs and turns client conversations into actionable outcomes. As someone at the intersection of business development, marketing, and technology, Anne provides digital strategy to clients and organizations in the nonprofit, higher education, government and corporate sectors. She enjoys helping clients identify their problems, translating it all into plain language, and then empowering the Kanopi team to execute stunning website solutions that strengthen brands and help companies succeed. Kanopi was born from Anne’s desire to build strong, sustainable, creative websites and provide for their growth beyond launch. The name “Kanopi” represents her passion not only for treehouses but for websites, as both are sustainable ecosystems under a larger canopy: both have beautiful architecture, can be simple or complex, are customizable within their landscape, have strong foundations, need to accommodate constant growth and change, and are limited only by creativity. As such, Kanopi provides quality customer service with a holistic approach that covers the full lifecycle of a website, from initial strategy to beyond launch. When she’s not advocating for the open-source community or running her web agency, she enjoys yoga and meditation, time on a bike or in the water, and hanging with her nephew.
3:25 pm
Creating Favorite Content: Stealable Ideas For Better Video Marketing
Video isn't going anywhere anytime soon. This session will cover the specific strategies and out-of-the-box use cases for video to engage your ICP Read More

Creating Favorite Content: Stealable Ideas For Better Video Marketing

For many marketing teams in the digital-first world, video has crossed over from nice-to-have to must-have content status. But just having video content isn’t enough. With so much information available online, it also needs to stand out and be hyper-relevant if you’re going to grab and hold your buyers’ attention…and keep them from checking out the competition.

Join Marcy Dobozy, VP of Marketing at Vidyard to learn how to create a video-first content experience that will keep your audience engaged at every stage of the buyers’ journey.

At the end of this session you will be able to:

– Identify what types of videos your buyers want to see at each stage of their journey
– Embrace bolder video content to keep your audience engaged and entertained
– Understand the basics of video analytics to make informed decisions

Marcy Dobozy

VP of Marketing Vidyard
Marcy Dobozy VP of Marketing, Vidyard Marcy Dobozy is the VP of Marketing at Vidyard, a leading provider of video technology for marketing and sales teams. Starting out in Product Management and moving through Corp Comms, Product Marketing and Demand Generation, Marcy’s marketing career in tech has spanned nearly 20 years. She is most motivated when contributing to outsized company targets and growth, and happiest when building, with her team, towards something even better.
4:15 pm
Truths From the Trenches: What it Really Takes to Scale ABM
In this Fireside Chat, Chris and Kate will discuss when an ABM strategy makes sense, when it does not, key things you need before getting started, and challenges to anticipate across all departments, not just sales and marketing. Tune in for some real truths about putting ABM in place that you might not have considered before. Read More

Truths From the Trenches: What it Really Takes to Scale ABM

In this Fireside Chat, Chris and Kate will discuss when an ABM strategy makes sense, when it does not, key things you need before getting started, and challenges to anticipate across all departments, not just sales and marketing. Tune in for some real truths about putting ABM in place that you might not have considered before.

Chris Marshall

Account-Based Marketing Manager Snowflake
Responsible for building out the ABM structure along with the rest of the team here at Snowflake. Our ABM team exists to facilitate sales-aligned, cross-functional hyper-focused marketing programs into different account tiers. We work “with” our Sales Team’s to be able to clearly define a specific set of accounts using intent data that we then target using personalized campaigns and content that resonates with these accounts. I am constantly trying to go beyond Engagement metrics to offer actionable insights to my Sales Counterparts.

Kate Athmer

VP of Growth Bombora
Kate Athmer is the VP of Growth at Bombora. Primarily responsible for generating demand and fueling growth for Bombora, she’s constantly looking for optimizations, testing new strategies, and finding ways to help customers extract more value from their investments in Intent data - and beyond.
5:05 pm
Product-Led Growth
Productizing your services and enabling contactless and frictionless selling. Read More

Product-Led Growth

Productizing your services and enabling contactless and frictionless selling

Nick Rico

Sr. VP, Growth & Marketing Lucid

Nick Mehta

CEO Gainsight
Nick Mehta (he/him), is the CEO of Gainsight, The Customer Success Company—a five time Forbes Cloud 100 recipient. He works with a team of 800 people who together have created the customer success category that's currently taking over the SaaS business model worldwide. Nick has been named one of the Top SaaS CEOs by the Software Report three years in a row, one of the Top CEOs of 2018 by Comparably, and was named an Entrepreneur Of The Year 2020 Northern California Award winner. On top of all that, he was recently rated the #1 CEO in the world (the award committee was just his mom, but the details are irrelevant). He is a member of the Board of Directors at F5 and has also co-authored two books on the customer success field, Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue, and The Customer Success Economy: Why Every Aspect of Your Business Model Needs A Paradigm Shift. He is passionate about family, football, philosophy, physics, fashion, feminism, and SaaS customer success. People told him it’s impossible to combine all of those interests, but Nick has made it his life’s mission to try.
5:30 pm
Networking

Networking

5:30 pm
Audience-Led Session: Scaling an ABM Strategy
Join this virtual roundtable, led by attendees, to discuss strategies and processes. Read More

Audience-Led Session: Scaling an ABM Strategy

Join this virtual roundtable, led by attendees, to discuss strategies and processes.

5:30 pm
Audience-Led Session: Profitability Vs Growth?
Join this virtual roundtable, led by attendees, to discuss strategies and processes. Read More

Audience-Led Session: Profitability Vs Growth?

Join this virtual roundtable, led by attendees, to discuss strategies and processes.

Day 3: Oct. 8th

9:00 am
Networking

Networking

10:00 am
Choose Your Market Segments Based on Customer Profitability
Is market segmentation the best way to target your most profitable customers? Read More

Choose Your Market Segments Based on Customer Profitability

  • Is market segmentation the best way to target your most profitable customers?
  • The importance of research
  • Segmenting a marketplace
  • Setting a criteria to evaluate the effectiveness of market segments

Annie Scranton

President & Founder Pace PR
Annie Scranton is President & Founder of Pace PR. She has 8+ years experience as a TV producer at major networks including CNN, Fox News, CNBC, MSNBC & ABC, where she booked guest appearances for popular shows like Good Morning America. For the past decade, Annie has been leveraging this experience and expertise to grow her own agency, Pace PR, a 2020 Inc. 5000 company, where she focuses on getting her clients like Hint Water, Fast Company, Albert, ConsenSys, and others regular TV and media coverage to build their brands.

Amar Goel

Chairman PubMatic
A serial entrepreneur, Amar co-founded Safeter (http://safeter.work), a company bringing employees and employers back to work safely via vaccination tracking, employee scheduling, and collaboration. He previously founded PubMatic (NASDAQ: PUBM), serving as the company’s first CEO. PubMatic develops products for the digital advertising industry. Currently, as Chief Innovation Officer, Founder, and Chairman, Amar runs PubMatic’s marketplace group. In addition to PubMatic, Amar also founded several other companies, including Komli Media, the leading independent advertising technology platform in the APAC region. As a 19-year-old student at Harvard University, Amar co-founded Chipshot.com. Over five years he grew the business to approximately $30M in annual sales, making Chipshot.com the fastest-growing ecommerce website at that time. Amar has previously led sales for a digital advertising business for Microsoft in the US, and working at McKinsey & Co. and Netscape in a variety of consulting and engineering roles. He holds a master’s degree in Computer Science and a bachelor’s degree in Economics from Harvard University.
10:50 am
7 Steps to Automate Your Revenue Process
Learn exactly how today’s SaaS leaders are scaling revenue by automating, centralizing and accelerating their systems from proposals and contracts to billing and renewals. Read More

7 Steps to Automate Your Revenue Process

Learn exactly how today’s SaaS leaders are scaling revenue by automating, centralizing and accelerating their systems from proposals and contracts to billing and renewals.

  • How business leaders are prioritizing workflow automation to eliminate repetitive processes, speed up time to revenue, attract customers and close more deals
  • The latest insights and innovations on buyer behavior, employee trends, tech tools and best practices
  • 7 steps to transforming your revenue operations across proposal management, forecasting, contracts, signature execution, invoicing/billing, onboarding and renewal management

Brad Brochocki

Director of Digital Transformation for Automation Conga

David Kennedy

Practice Director, CPQ & Billing Mainspring Consulting Group
David Kennedy is Practice Director, CPQ & Billing at Mainspring Consulting Group, LLC. David is an experienced agile delivery professional with over 19 years of experience in various software engineering disciplines, with a specific focus in agile software development and Configure, Price, Quote (CPQ) cloud solutions.
11:40 am
Authenticity in Leadership: What it is, Why it Matters, and How to Embody it
According to Edelman, 81 percent of customers won’t buy from a brand unless they trust them, and authenticity is key to building that trust. Read More

Authenticity in Leadership: What it is, Why it Matters, and How to Embody it

According to Edelman, 81 percent of customers won’t buy from a brand unless they trust them, and authenticity is key to building that trust.

Tom Keiser

CEO Hootsuite

Katie Burkhart

Founder Matterpulse
Katie Burkhart is the mastermind behind mlOS™, the smart system for running a purpose-driven business and has quickly become one of the go-to experts in the space. She's a serial entrepreneur, keynote speaker, minimalist designer, jargon slayer, and sharp communicator. She synthesizes connections that enable teams to make the most of the time they invest in our work. Connect with her on Linkedin, subscribe to her newsletter, and get her Weekly Brief.
12:30 pm
Leveraging a Powerful Partner Ecosystem to Achieve Maximum Results
Learning how to harness the power of partnerships truly has the power to fuel your business with new leads and get maximum results. See why the digital imperative is a key enabler for SaaS brands, how to target the right people with a first-party customer data strategy and strategic ways to scale powerful partnerships to go from Seed to Series F. Plus learn how to amplify your message by leveraging partnerships! Read More

Leveraging a Powerful Partner Ecosystem to Achieve Maximum Results

Learning how to harness the power of partnerships truly has the power to fuel your business with new leads and get maximum results. See why the digital imperative is a key enabler for SaaS brands, how to target the right people with a first-party customer data strategy and strategic ways to scale powerful partnerships to go from Seed to Series F. Plus learn how to amplify your message by leveraging partnerships!

Matt Gray

VP Global Partnerships Tealium
Matt is currently VP Global Partnerships at Tealium, connecting customer data – spanning web, mobile, offline, and IoT devices - so brands can connect with their customers. In addition to this role, Matt is also an angel investor with BoostUp.ai which helps revenue teams increase their overall go to market effectiveness. Prior to this role, Matt spent over 4 years at New Relic, Inc. where he was instrumental in building the company's first channel organization. Matt is also a MuleSoft and Dell Boomi Alumni and regarded as a subject matter expert on integration capabilities. Matt holds a B.S. degree in Architectural Engineering from the University of Colorado Boulder.

Travis Cameron

Regional VP of Strategic Partnerships Tealium
Travis Cameron is the Regional VP of Strategic Partnerships at Tealium. He runs the Tealium Partnership team in the America’s working with the largest global technology partners like Google, Facebook, Amazon, and the leading system integrators and agencies like Accenture, Cognizant, WPP, Omnicom, and Publicis to develop and advance Tealium’s product as it works together.
1:20 pm
Consolidation and M&A
Transactions in the SaaS industry are growing in volume by approx. 25% Year-on-year. The strong appetite for SaaS businesses is being driven by solid market fundamentals and the industry’s attractive business model case. Read More

Consolidation and M&A

Transactions in the SaaS industry are growing in volume by approx. 25% Year-on-year. The strong appetite for SaaS businesses is being driven by solid market fundamentals and the industry’s attractive business model case.

  • How do you value a SaaS business?
  • Understanding the market segment growth potential and the potential growth of the company’s market share

Chris DeMayo

Partner Withum
Chris is a partner at Withum and serves as the firm’s Practice leader for the Technology and Emerging Growth Services Group. With over 15 years of experience, he has dedicated his time to servicing this industry and tech community and has had the privilege of working and building relationships with some of the most well-known and successful technology and emerging growth companies in the space. In addition to servicing his clients, his responsibilities include representing the firm in the marketplace, developing marketplace strategies, leading the growth and success of the firm’s technology and emerging growth practice. Beyond accounting, he has developed a deeply focused skill set within the sector as a strategic advisor and consultant. With an emphasis on M&A and auditing, he often consults with clients on accounting for complex capital structure, interpretation of revenue recognition standards, capitalized software, acquisition accounting, exit planning, and software selection/implementation among others.

Stacey McKibbin

CEO Consilio
Stacey McKibbin is the CEO of Consilio, a peak performance executioncompany that believes having a strong Middle Management Suite is the secret sauce of success. From their world class coaching, training and state of the art AI sales practice portal, Consilio has a proven system that works. Stacey leads her team of zealots by her example of passion and enthusiasm that guides leaders to accelerated success. As a Master Practitioner of NLP and student of The Art of Negotiation, Stacey can help blend your corporate objectives with the vision, strategy, and the execution you need for both short- and long-term success. Stacey is also a DISC certified assessment administrator. She believes that this particular assessment when utilized within an organization will open up the lines of communication across every level and will ultimately lead to a more productive and all around better performing team. She is even so bold to claim "communication changes lives. " That's how important this work is! Stacey lives in San Diego with her husband Chris and their two children Max and Jack and dog Roxy.

Julien Meyer

Managing Director NorthStar Venture Partners
Julien Meyer, MBA is a career entrepreneur. Founder of collegeTKTS, CollegeStack and formerly CEO @ BlurtBox (Entrepreneur Magazine, 2016), Meyer has been running companies his whole career. With two successful exits under his belt as well as a failure, as he anticipated his next career move, Meyer realized that working to fix how founders interface with investors and ultimately exit companies was his passion. To get started down this path, Meyer published, “First Money In” (Barnes & Noble, Amazon, 2018), a guidebook for entrepreneurs looking to raise their first $50k in capital and founded the Startup Financial News Podcast (Apple, 2017). Meyer then went on to found and become a partner at NorthStar Venture Partners, a financial services firm that focuses exclusively on helping startups with early stage growth strategies and financing, all the way through to M&A activity and exits. Meyer was recently rated as one of the Top 10 Venture Capital consultants for 2018 and NorthStar Venture Partners is up for a of awards in the M&A ecosystem. Additionally, Julien holds an MBA from Rollins College in Winter Park, FL, a dual BSfrom the University of Central Florida and a Corporate Finance Certificate from Harvard Business School. He has been featured in Small Business Today, the Orlando Sentinel, Entrepreneur Magazine, multiple business journals and the Ambitious Academy. Meyer continues to speak at entrepreneurship programs across the globe educating entrepreneurs on the opportunities available to them as well as the pitfalls associated with financially over-leveraged startups.
2:10 pm
How to Attract Top Talent in 2021
Finding employees with the right stuff for SaaS; Virtual recruiting; Hiring the best team for your growth stage Read More

How to Attract Top Talent in 2021

  • Finding employees with the right stuff for SaaS
  • Virtual recruiting
  • Hiring the best team for your growth stage

Doug Inamine

CHRO Tipalti
Doug has a tremendous amount of experience in leading the human resource function in both privately-held and publicly-traded, multinational technology companies. Most recently he was the CHRO for Coupang, an e-commerce startup based in South Korea where he was part of an aggressive growth phase as they expanded their global footprint. Prior to that, he was the Chief People Officer for Kabam, a mobile gaming startup, and Xyratex, a publicly-traded enterprise data storage company. Doug graduated from the University of California, Davis with a B.S in Economics.

Larry Dunivan

CEO Namely
Larry Dunivan is CEO of Namely, the leading HR platform for mid-sized companies and a 30-year veteran in HR and software spaces. Earlier in his career, Dunivan held leadership positions across sales, customer support and product at Ceridian, a cloud-based human capital management platform, before becoming Proposal Created: 03/30/21 Proposal Submitted: 04/09/21 Chief Revenue Officer of the company. There, he also served as Senior Vice President at Global HCM Products where he led the development, deployment and launch of an end-to-end talent management application. Prior to joining Namely, Dunivan was interim Chief Executive Officer at ThinkHR, a risk management software company.

Stacey McKibbin

CEO Consilio
Stacey McKibbin is the CEO of Consilio, a peak performance executioncompany that believes having a strong Middle Management Suite is the secret sauce of success. From their world class coaching, training and state of the art AI sales practice portal, Consilio has a proven system that works. Stacey leads her team of zealots by her example of passion and enthusiasm that guides leaders to accelerated success. As a Master Practitioner of NLP and student of The Art of Negotiation, Stacey can help blend your corporate objectives with the vision, strategy, and the execution you need for both short- and long-term success. Stacey is also a DISC certified assessment administrator. She believes that this particular assessment when utilized within an organization will open up the lines of communication across every level and will ultimately lead to a more productive and all around better performing team. She is even so bold to claim "communication changes lives. " That's how important this work is! Stacey lives in San Diego with her husband Chris and their two children Max and Jack and dog Roxy.

Steve Pockross

CEO Verblio
Fortune 500, and nonprofit experience to his role at Verblio. As CEO, he applies leading marketplace and SaaS principles to create an industry-leading content creation platform with 3,000 U.S.-based writers supporting the creation of premium content at scale in every niche. Verblio has been named an Inc 5000 winner 2x, a Mercury growth winner 5x, and was named a Colorado Company to watch in 2020. He also served in marketing, strategy, and operational leadership roles at LiveOps, Tendril, Western Union, Marketing Technologies Group and HSBC.
3:00 pm
Networking

Networking

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Speakers

Amanda Malko

CMO G2

Prashanth Chandrasekar

Rashmi Gopinath

Partner B Capital Group

Oz Uzuner

COO Steady

Marcy Dobozy

VP of Marketing Vidyard

Mark Simon

VP of Strategy Celigo

Tom Keiser

CEO Hootsuite

Krish Subramanian

CEO Chargebee

Cheryl Contee

Chief Innovation Officer The Impact Seat

Dominic Constandi

Sr. VP, Customer Success Zoominfo

Steve Pockross

CEO Verblio

Doug Inamine

CHRO Tipalti

Sarah Fruy

Director, WebOps Partner Marketing Pantheon

Omar Nawaz

CPO Chargebee

Mukesh Mirchandani

VP, Global Field Solution Engineering Freshworks

Katie Burkhart

Founder Matterpulse

Nick Rico

Sr. VP, Growth & Marketing Lucid

Nick Mehta

CEO Gainsight

Larry Dunivan

CEO Namely

Songe LaRon

CEO & Co-Founder Squire

Kate Athmer

VP of Growth Bombora

Brad Brochocki

Director of Digital Transformation for Automation Conga

Brendan Kamm

Co-Founder & CEO Thnks

Ed Lee

Matt Gray

VP Global Partnerships Tealium

Stacey McKibbin

CEO Consilio

Jamie Finn

President & Co-Founder Securitize

Anne Stefanyk

CEO & Founder Kanopi Studios

Bocar Dia

Travis Cameron

Regional VP of Strategic Partnerships Tealium

Chad O'Connor

VP of Sales Outreach

Kris Rudeegraap

Co-Founder & CEO Sendoso

Waseem Daher

CEO & Co-Founder Pilot

Annie Scranton

President & Founder Pace PR

Chris Marshall

Account-Based Marketing Manager Snowflake

David Kennedy

Practice Director, CPQ & Billing Mainspring Consulting Group

Charlie Lynch

Embedded Analytics Specialist Cumul.io

Terence Craig

Advisor Toyota Ventures

Julien Meyer

Managing Director NorthStar Venture Partners

Mary D’Onofrio

Amar Goel

Chairman PubMatic

Chris DeMayo

Partner Withum

Andrew Dix

Co-Founder & CEO Crowded Media

Whitney Sales

Managing Partner Acceleprise Ventures

Lisa Edwards

President & COO Diligent Corporation

Ben Hodson

Co-Founder & CEO JobNimbus

Cass Sanford

Associate General Counsel OTC Markets Group

Rob Pegoraro

Journalist Fast Company

Fred Rockwell

Co-Founder & CEO Ascent Conference

Gillian French

People Expert-in-Residence Workvivo

Debbie Lillitos

Chief Customer Officer Vena Solutions

Jonathon Kellerman

Pharmaceutical Industry Senior Executive and Former Big 4 Partner Abbvie

JP Richardson

Co-Founder & CEO Exodus

James Barrood

Founder & CEO Innovation+

Amanda Malko

CMO G2
Amanda Malko is the CMO of G2, the world’s largest and most trusted software marketplace. Amanda is an award-winning go-to-market leader with deep experience accelerating the growth and reputations of category-disruptor brands and the entrepreneurial cultures behind them. Her career spans both marketing and operational leadership roles at digital software and services companies, including Mailchimp where she most recently led the company’s partner program and marketplace business. Her expertise includes customer experience, brand building, and community-led growth.

Prashanth Chandrasekar

Prashanth Chandrasekar is Chief Executive Officer of Stack Overflow and is responsible for driving Stack Overflow’s overall strategic direction and results. Prashanth is a proven technology executive with extensive experience leading and scaling high-growth global organizations. Previously, he served as Senior Vice President & General Manager of Rackspace’s Cloud & Infrastructure Services portfolio of businesses, including the Managed Public Clouds, Private Clouds, Colocation and Managed Security businesses. Before that, Prashanth held a range of senior leadership roles at Rackspace including Senior Vice President & General Manager of Rackspace’s high growth, global business focused on the world’s leading Public Clouds including Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP) and Alibaba Cloud, which became the fastest growing business in Rackspace’s history. Prior to joining Rackspace, Prashanth was a Vice President at Barclays Investment Bank, focused on providing Strategic and Mergers & Acquisitions (M&A) advice for clients in the Technology, Media and Telecom (TMT) industries. Prashanth was also a Manager at Capgemini Consulting where he managed Operations transformation engagements and consulting teams across the US. He holds an MBA from Harvard Business School, an M.Eng in Engineering Management from Cornell University and a B.S. in Computer Engineering (summa cum laude) from the University of Maine. Prashanth is married and has two children.

Rashmi Gopinath

Partner B Capital Group
Rashmi Gopinath is a Partner at B Capital Group, where she focuses on growth-stage investments in cloud infrastructure, cybersecurity, devops, and artificial intelligence and machine learning. She was previously a Managing Director at M12, Microsoft’s venture fund, where she led investments globally in the enterprise space. Prior to M12, Ms. Gopinath was an Investment Director with Intel Capital.

Oz Uzuner

COO Steady
Oz Uzuner is a ruthless operator and growth leader with years of proven hands-on experience in executing growth strategies and building & leading cross functional teams to hit aggressive growth, revenue and profitability targets. Expert level of knowledge and experience in growing and operating early to mid-stage startups in B2C space with focus on fintech vertical and unbanked/underbanked segment. Since Oz joined Steady in 2018 he has been leading all growth initiatives and working as an integral part of the executive team as the COO on various initiatives ranging from fund raising to monetization. Prior to joining Steady Oz was part of the early executive team at LendUp where he led all user growth initiatives before running the loans business as the GM. At LendUp Oz helped the company to raise over $500M in VC capital and deployed over $1B in loan originations.

Marcy Dobozy

VP of Marketing Vidyard
Marcy Dobozy VP of Marketing, Vidyard Marcy Dobozy is the VP of Marketing at Vidyard, a leading provider of video technology for marketing and sales teams. Starting out in Product Management and moving through Corp Comms, Product Marketing and Demand Generation, Marcy’s marketing career in tech has spanned nearly 20 years. She is most motivated when contributing to outsized company targets and growth, and happiest when building, with her team, towards something even better.

Mark Simon

VP of Strategy Celigo
Mark comes to Celigo having spent the last 21 years in technology. He started his career as a software developer in 1997, building e-commerce applications and custom integrations for several years. He then co-founded and led technology and operations as CTO for Evo, a successful e-commerce company that grew from $0 to $13M in revenue in three years… While at Evo, Mark got his first exposure to the NetSuite ecosystem 15 years ago when he selected and oversaw the implementation and integration of NetSuite for internal use. He then moved on to start a career in consulting with Explore Consulting, an award-winning Solution Provider and VAR in the NetSuite ecosystem. Mark spent the last 13 years at Explore, where he specialized in NetSuite and custom software development, including the last eight years leading the professional services practice as the EVP of Services & Technology before their acquisition by RSM. Mark has worked with clients across several industries including multiple software clients and publicly traded companies pre and post IPO. His efforts for software clients included designing and developing automated processes for sales order processing, subscription management, and provisioning among others.

Tom Keiser

CEO Hootsuite

Krish Subramanian

CEO Chargebee
Krish Subramanian is the Co-Founder and CEO of Chargebee, a Subscription Management & Billing Solution for Recurring Revenue Businesses. Krish is an engineer by profession and a problem solver at heart. For Krish, everything comes down to service and experience. Krish has prior stints at reputed software enterprises like Tata Consultancy Services and Cognizant Technology Solutions. He started his career as a software engineer at Matexnet Private Limited, a company specialising in online auctions of excess inventory. In his services consultant avatar, Krish used to work with fortune 500 customers, managing enterprise implementations of Ariba products, integrated with Oracle & SAP. He was a techno-functional consultant, specialising in Sourcing, Contracts, Buyer & Invoicing Solutions pertaining to Indirect Purchasing. His passion to build for the future, combined with over 20 years of experience in the world of software, along with his co-founders has helped fuel Chargebee’s 100% growth in revenue year on year. He is referred to as the “nice guy” within the company, the tech community, media, and by his mom.

Cheryl Contee

Chief Innovation Officer The Impact Seat
Cheryl Contee is the award-winning CEO of the digital agency Do Big Things, a diverse team that is using new narrative and new tech for causes and campaigns to create global change in a new era. Cheryl is the author of Mechanical Bull: How You Can Achieve Startup Success, available on Amazon. Previously, Cheryl was CEO of Fission Strategy, which brought Silicon Valley startup culture to the world’s leading causes and campaigns. She’s the co-founder of Attentive.ly, the first tech startup with a black female founder to be acquired by a NASDAQ company, the National Board Chair for Netroots Nation, and a proud co-founder of #YesWeCode. Learn more: www.dobigthings.today

Dominic Constandi

Sr. VP, Customer Success Zoominfo
Dominic is the Senior Vice President of Global Customer Experience at ZoomInfo. He oversees the various client service organizations whose charter it is to drive positive business outcomes and ensure a seamless experience for the company’s 25,000 customers. Dominic joined ZoomInfo just prior to the initial public offering and in the time since has scaled the Customer Experience organization by 3x to where it currently stands at over 300 dedicated team members. Previously, Dominic spent 10 years leading and growing the Global Customer Success organization at Eze Software Group, an industry-leading enterprise platform within the FinTech space

Steve Pockross

CEO Verblio
Fortune 500, and nonprofit experience to his role at Verblio. As CEO, he applies leading marketplace and SaaS principles to create an industry-leading content creation platform with 3,000 U.S.-based writers supporting the creation of premium content at scale in every niche. Verblio has been named an Inc 5000 winner 2x, a Mercury growth winner 5x, and was named a Colorado Company to watch in 2020. He also served in marketing, strategy, and operational leadership roles at LiveOps, Tendril, Western Union, Marketing Technologies Group and HSBC.

Doug Inamine

CHRO Tipalti
Doug has a tremendous amount of experience in leading the human resource function in both privately-held and publicly-traded, multinational technology companies. Most recently he was the CHRO for Coupang, an e-commerce startup based in South Korea where he was part of an aggressive growth phase as they expanded their global footprint. Prior to that, he was the Chief People Officer for Kabam, a mobile gaming startup, and Xyratex, a publicly-traded enterprise data storage company. Doug graduated from the University of California, Davis with a B.S in Economics.

Sarah Fruy

Director, WebOps Partner Marketing Pantheon
As the director of WebOps partner marketing, Sarah Fruy collaborates with Pantheon's agency and technology partners on co-marketing programs and WebOps education. Prior to this role, Fruy served as the director of brand and digital experience, where she led the strategy, goals, and road map for Pantheon's public-facing website, branded assets, and experimentation program. Fruy is a ScrumMaster® and Certified Agile Marketer who joins Pantheon with over 15 years of experience in the digital publishing and online advertising industries, along with marketing strategy and digital marketing certifications from Cornell Johnson Graduate School of Management. Previously, she worked at emerging media companies, such as Say Media, as well as heritage brands like the San Francisco Chronicle.

Omar Nawaz

CPO Chargebee
Omar is the Chief Product Officer at Chargebee. He is passionate about building incredible products and teams with demonstrated leadership success in delivering innovative solutions that significantly impact business outcomes. He has a significant track record of scaling products, businesses, and processes to hundreds of millions of dollars in revenue. Omar is experienced in architecting high-performing distributed teams, bringing clarity, vision, and solutions to large and very complex problems and opportunities. Consistently delivering against mission-critical, strategic company goals through adopting and implementing disruptive and innovative technologies to scale.

Mukesh Mirchandani

VP, Global Field Solution Engineering Freshworks
Mukesh is a seasoned technology executive with over 2 decades of expertise building and selling enterprise technology solutions. An engineer by education, Mukesh has spent a considerable part of his professional career studying customer/employee engagement and customer service trends. He firmly believes that organizations that put employees & customers at the heart of their business processes will emerge as winners and advocates his clients to truly become customer champions. Mukesh is also skilled at building high performing teams and often brings that expertise to his customers to create efficient customer service organizations with a maniacal focus on customer for life attitude. In his spare time, Mukesh enjoys a passion for sneakers and haute couture.

Katie Burkhart

Founder Matterpulse
Katie Burkhart is the mastermind behind mlOS™, the smart system for running a purpose-driven business and has quickly become one of the go-to experts in the space. She's a serial entrepreneur, keynote speaker, minimalist designer, jargon slayer, and sharp communicator. She synthesizes connections that enable teams to make the most of the time they invest in our work. Connect with her on Linkedin, subscribe to her newsletter, and get her Weekly Brief.

Nick Rico

Sr. VP, Growth & Marketing Lucid

Nick Mehta

CEO Gainsight
Nick Mehta (he/him), is the CEO of Gainsight, The Customer Success Company—a five time Forbes Cloud 100 recipient. He works with a team of 800 people who together have created the customer success category that's currently taking over the SaaS business model worldwide. Nick has been named one of the Top SaaS CEOs by the Software Report three years in a row, one of the Top CEOs of 2018 by Comparably, and was named an Entrepreneur Of The Year 2020 Northern California Award winner. On top of all that, he was recently rated the #1 CEO in the world (the award committee was just his mom, but the details are irrelevant). He is a member of the Board of Directors at F5 and has also co-authored two books on the customer success field, Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue, and The Customer Success Economy: Why Every Aspect of Your Business Model Needs A Paradigm Shift. He is passionate about family, football, philosophy, physics, fashion, feminism, and SaaS customer success. People told him it’s impossible to combine all of those interests, but Nick has made it his life’s mission to try.

Larry Dunivan

CEO Namely
Larry Dunivan is CEO of Namely, the leading HR platform for mid-sized companies and a 30-year veteran in HR and software spaces. Earlier in his career, Dunivan held leadership positions across sales, customer support and product at Ceridian, a cloud-based human capital management platform, before becoming Proposal Created: 03/30/21 Proposal Submitted: 04/09/21 Chief Revenue Officer of the company. There, he also served as Senior Vice President at Global HCM Products where he led the development, deployment and launch of an end-to-end talent management application. Prior to joining Namely, Dunivan was interim Chief Executive Officer at ThinkHR, a risk management software company.

Songe LaRon

CEO & Co-Founder Squire

Kate Athmer

VP of Growth Bombora
Kate Athmer is the VP of Growth at Bombora. Primarily responsible for generating demand and fueling growth for Bombora, she’s constantly looking for optimizations, testing new strategies, and finding ways to help customers extract more value from their investments in Intent data - and beyond.

Brad Brochocki

Director of Digital Transformation for Automation Conga

Brendan Kamm

Co-Founder & CEO Thnks

Ed Lee

Ed Lee is a pricing expert and CEO of HelloAdvisr, a growth consultancy working with startup leadership teams to design high-impact pricing strategies. HelloAdvisr works with startups on pricing across growth stages and draws on experience from industries including eCommerce/retail, software, and consumer goods. Previously, Ed held leadership roles with LG Electronics and Simon-Kucher & Partners, a global management consulting firm, where he advised leading global companies and brands on pricing strategy. Ed is regularly invited to teach and speak at leading academic institutions including UCLA and Oxford University. He serves as a mentor and advisor to startup accelerators including Techstars and Backstage Capital, and is a resident expert at the Oxford Foundry (the venture accelerator of Oxford University). Ed received his MBA from Oxford University, two Masters (MSc) from the London School of Economics, and BA from UCSD.

Matt Gray

VP Global Partnerships Tealium
Matt is currently VP Global Partnerships at Tealium, connecting customer data – spanning web, mobile, offline, and IoT devices - so brands can connect with their customers. In addition to this role, Matt is also an angel investor with BoostUp.ai which helps revenue teams increase their overall go to market effectiveness. Prior to this role, Matt spent over 4 years at New Relic, Inc. where he was instrumental in building the company's first channel organization. Matt is also a MuleSoft and Dell Boomi Alumni and regarded as a subject matter expert on integration capabilities. Matt holds a B.S. degree in Architectural Engineering from the University of Colorado Boulder.

Stacey McKibbin

CEO Consilio
Stacey McKibbin is the CEO of Consilio, a peak performance executioncompany that believes having a strong Middle Management Suite is the secret sauce of success. From their world class coaching, training and state of the art AI sales practice portal, Consilio has a proven system that works. Stacey leads her team of zealots by her example of passion and enthusiasm that guides leaders to accelerated success. As a Master Practitioner of NLP and student of The Art of Negotiation, Stacey can help blend your corporate objectives with the vision, strategy, and the execution you need for both short- and long-term success. Stacey is also a DISC certified assessment administrator. She believes that this particular assessment when utilized within an organization will open up the lines of communication across every level and will ultimately lead to a more productive and all around better performing team. She is even so bold to claim "communication changes lives. " That's how important this work is! Stacey lives in San Diego with her husband Chris and their two children Max and Jack and dog Roxy.

Jamie Finn

President & Co-Founder Securitize
Jamie Finn is a seasoned executive who has worked in 6 countries in both startups and corporations, and is currently the President and Co-Founder of Securitize, Inc. During his nearly 20 years of experience he has participated in over $500m worth of transactions, including Kontera, Sansa Security, Jajah, Tokbox, RingRing Media, and Zingy. Most recently, Jamie helped grow Aki Technologies from an 8 person, $1m company, to a profitable enterprise with over 60 people and tens of millions in revenue. His previous employers include Ericsson and Telefònica o2, and Jamie also held the position of AVP of Product Innovation at AT&T, as well as executive positions at numerous startups. He has been in San Francisco for the past 5 years, after spending 6 years in London. Jamie grew up in Puerto Rico and is a native English and Spanish speaker.

Anne Stefanyk

CEO & Founder Kanopi Studios
As Founder and CEO of Kanopi Studios, Anne helps create clarity around project needs and turns client conversations into actionable outcomes. As someone at the intersection of business development, marketing, and technology, Anne provides digital strategy to clients and organizations in the nonprofit, higher education, government and corporate sectors. She enjoys helping clients identify their problems, translating it all into plain language, and then empowering the Kanopi team to execute stunning website solutions that strengthen brands and help companies succeed. Kanopi was born from Anne’s desire to build strong, sustainable, creative websites and provide for their growth beyond launch. The name “Kanopi” represents her passion not only for treehouses but for websites, as both are sustainable ecosystems under a larger canopy: both have beautiful architecture, can be simple or complex, are customizable within their landscape, have strong foundations, need to accommodate constant growth and change, and are limited only by creativity. As such, Kanopi provides quality customer service with a holistic approach that covers the full lifecycle of a website, from initial strategy to beyond launch. When she’s not advocating for the open-source community or running her web agency, she enjoys yoga and meditation, time on a bike or in the water, and hanging with her nephew.

Bocar Dia

Bocar was an early sales hire at Hootsuite where he spent 8 years leading multiple GTM teams through their growth to $150M ARR+. He most notably built out their Toronto office from the ground up to 100+ employees and led the NA East region - Hootsuite's largest revenue region. He is now an investor with Forum Ventures, Advisor and Sales Coach at the Harvard Business School.

Travis Cameron

Regional VP of Strategic Partnerships Tealium
Travis Cameron is the Regional VP of Strategic Partnerships at Tealium. He runs the Tealium Partnership team in the America’s working with the largest global technology partners like Google, Facebook, Amazon, and the leading system integrators and agencies like Accenture, Cognizant, WPP, Omnicom, and Publicis to develop and advance Tealium’s product as it works together.

Chad O'Connor

VP of Sales Outreach
Chad O'Connor, VP of Sales at Outreach, has 28 years of Sales and Management experience working with Enterprises solving business challenges; including Engineering Technology, Customer Experience, Business Intelligence, eCommerce and Master Data Management. His accomplishments include: overachievement of quota in all positions with proven success delivering results, developing key relationships, managing and completing complex sales to executives.

Kris Rudeegraap

Co-Founder & CEO Sendoso
Kris Rudeegraap is the co-founder and CEO of Sendoso, the leading Sending Platform. Kris has more than a decade of sales experience and has spent time at Talkdesk, Yapstone, and Piqora. During that time, he discovered that creating meaningful engagements through direct mail and gifting was an effective way to drive demand and increase sales—which helped inspire the idea for Sendoso. Kris is a California native and CSU-Chico alum currently residing in the Bay Area.

Waseem Daher

CEO & Co-Founder Pilot
Waseem Daher is CEO and co-founder of Pilot, which specializes in bookkeeping, tax, and CFO services for high-growth technology startups. He is a three-time entrepreneur with two successful exits: his first company, Ksplice, was acquired by Oracle in 2011 and his second, Zulip, was acquired by Dropbox in 2014. He has a degree in computer science from MIT.

Annie Scranton

President & Founder Pace PR
Annie Scranton is President & Founder of Pace PR. She has 8+ years experience as a TV producer at major networks including CNN, Fox News, CNBC, MSNBC & ABC, where she booked guest appearances for popular shows like Good Morning America. For the past decade, Annie has been leveraging this experience and expertise to grow her own agency, Pace PR, a 2020 Inc. 5000 company, where she focuses on getting her clients like Hint Water, Fast Company, Albert, ConsenSys, and others regular TV and media coverage to build their brands.

Chris Marshall

Account-Based Marketing Manager Snowflake
Responsible for building out the ABM structure along with the rest of the team here at Snowflake. Our ABM team exists to facilitate sales-aligned, cross-functional hyper-focused marketing programs into different account tiers. We work “with” our Sales Team’s to be able to clearly define a specific set of accounts using intent data that we then target using personalized campaigns and content that resonates with these accounts. I am constantly trying to go beyond Engagement metrics to offer actionable insights to my Sales Counterparts.

David Kennedy

Practice Director, CPQ & Billing Mainspring Consulting Group
David Kennedy is Practice Director, CPQ & Billing at Mainspring Consulting Group, LLC. David is an experienced agile delivery professional with over 19 years of experience in various software engineering disciplines, with a specific focus in agile software development and Configure, Price, Quote (CPQ) cloud solutions.

Charlie Lynch

Embedded Analytics Specialist Cumul.io

Terence Craig

Advisor Toyota Ventures
Terence Craig is the Chief Investment Officer for The Impact Seat, one of the leading independent investors in high growth technology companies led by women, especially women of color. At The Impact Seat, Terence leads investment activities and provides post-investment support for over 60 portfolio companies and monitors their LP investment in several venture funds. An experienced technologist, speaker and author, Terence has founded multiple companies and has served as the Chief Technology Officer at multiple venture-backed companies including the Mayfield funded Consensys Software and several pioneering enterprise and Big Data software companies. Terence was one of the earliest Black CEOs and founders to raise venture capital (way back in 1998), and he uses that experience and expertise to improve the startup ecosystem. His goal has been to support other “non-traditional” founders in navigating the startup landscape. His efforts to increase inclusion in the startup ecosystem led Terence to join the executive team at Astia Angels, an international angel group focused on investing in high-growth companies with women on the leadership team. During his time at Astia, Terence ran a pilot investment program to support Women of Color called the Representation Program, funded by strategic corporate funders. The program was such a success that Astia has now made it a permanent part of their investment platform. Terence’s book, Privacy & Big Data, has been translated into several languages and is currently available for purchase on numerous platforms such as Amazon, Barnes and Noble and Google Books.

Julien Meyer

Managing Director NorthStar Venture Partners
Julien Meyer, MBA is a career entrepreneur. Founder of collegeTKTS, CollegeStack and formerly CEO @ BlurtBox (Entrepreneur Magazine, 2016), Meyer has been running companies his whole career. With two successful exits under his belt as well as a failure, as he anticipated his next career move, Meyer realized that working to fix how founders interface with investors and ultimately exit companies was his passion. To get started down this path, Meyer published, “First Money In” (Barnes & Noble, Amazon, 2018), a guidebook for entrepreneurs looking to raise their first $50k in capital and founded the Startup Financial News Podcast (Apple, 2017). Meyer then went on to found and become a partner at NorthStar Venture Partners, a financial services firm that focuses exclusively on helping startups with early stage growth strategies and financing, all the way through to M&A activity and exits. Meyer was recently rated as one of the Top 10 Venture Capital consultants for 2018 and NorthStar Venture Partners is up for a of awards in the M&A ecosystem. Additionally, Julien holds an MBA from Rollins College in Winter Park, FL, a dual BSfrom the University of Central Florida and a Corporate Finance Certificate from Harvard Business School. He has been featured in Small Business Today, the Orlando Sentinel, Entrepreneur Magazine, multiple business journals and the Ambitious Academy. Meyer continues to speak at entrepreneurship programs across the globe educating entrepreneurs on the opportunities available to them as well as the pitfalls associated with financially over-leveraged startups.

Mary D’Onofrio

Mary is a vice president based in Silicon Valley and joined Bessemer to start the firm’s growth investment practice. She primarily focuses on growth investments in cloud software, with recent investments including LaunchDarkly, Hyperscience, HashiCorp, and BigID. She is a board member or observer for Hyperscience, BigID, Reputation, GetInsured, Tile, and Retail Solutions, and is also involved with Bessemer portfolio companies Guild Education, Zapier, and nCino. Mary actively tracks both private and public cloud software and is one of the key architects behind the BVP Nasdaq Emerging Cloud Index (^EMCLOUD), which serves as a benchmark for public cloud companies. She also developed Bessemer’s Cash Conversion Score and is an author of the 10 Laws of Cloud. Previously, Mary worked in Equity Capital Markets at Morgan Stanley. She holds an MBA from the Yale School of Management and graduated cum laude with an A.B. in Politics from Princeton University.

Amar Goel

Chairman PubMatic
A serial entrepreneur, Amar co-founded Safeter (http://safeter.work), a company bringing employees and employers back to work safely via vaccination tracking, employee scheduling, and collaboration. He previously founded PubMatic (NASDAQ: PUBM), serving as the company’s first CEO. PubMatic develops products for the digital advertising industry. Currently, as Chief Innovation Officer, Founder, and Chairman, Amar runs PubMatic’s marketplace group. In addition to PubMatic, Amar also founded several other companies, including Komli Media, the leading independent advertising technology platform in the APAC region. As a 19-year-old student at Harvard University, Amar co-founded Chipshot.com. Over five years he grew the business to approximately $30M in annual sales, making Chipshot.com the fastest-growing ecommerce website at that time. Amar has previously led sales for a digital advertising business for Microsoft in the US, and working at McKinsey & Co. and Netscape in a variety of consulting and engineering roles. He holds a master’s degree in Computer Science and a bachelor’s degree in Economics from Harvard University.

Chris DeMayo

Partner Withum
Chris is a partner at Withum and serves as the firm’s Practice leader for the Technology and Emerging Growth Services Group. With over 15 years of experience, he has dedicated his time to servicing this industry and tech community and has had the privilege of working and building relationships with some of the most well-known and successful technology and emerging growth companies in the space. In addition to servicing his clients, his responsibilities include representing the firm in the marketplace, developing marketplace strategies, leading the growth and success of the firm’s technology and emerging growth practice. Beyond accounting, he has developed a deeply focused skill set within the sector as a strategic advisor and consultant. With an emphasis on M&A and auditing, he often consults with clients on accounting for complex capital structure, interpretation of revenue recognition standards, capitalized software, acquisition accounting, exit planning, and software selection/implementation among others.

Andrew Dix

Co-Founder & CEO Crowded Media
Andrew Dix is CEO and founder of the Crowded Media Group, LLC, publisher of Crowdfund Insider, the leading news and information site covering disruptive finance including online capital formation, online lending, blockchain and other forms of Fintech. He is also the founder of DisclosureQuest, a searchable database of securities filings including Reg D, Reg A+ & Reg CF. Andrew is a vocal proponent for access to capital for small and emerging companies and the need for an innovation-driven economy. He is a member of the Cambridge Alternative Finance Leadership Advisory Board, part of the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge School of Business. Crowded Media Group has partnered with CCAF as the media partner on their Alternative Finance Benchmarking Reports. A recognized authority in the Fintech world, Andrew is a participant in the bipartisan Securities Regulation Working Group organized by the Heritage Foundation. In 2016, Andrew received the New Capital Markets Leadership Award For leadership in the development of new capital markets under the JOBS Act. He is a founding special advisor to the Association of Online Investment Platforms. Andrew has a BA in Economics from Vanderbilt University and a Masters in Business from Boston University. He also attended Case Weatherhead School of Management where he continued his education in Finance.

Whitney Sales

Managing Partner Acceleprise Ventures
Whitney Sales is a Managing Partner at Acceleprise Ventures, a B2B SaaS accelerator and Seed fund and creator of The Sales Method. Prior to Acceleprise, Whitney was instrumental in bringing four companies, LoopNet, Joby, Meltwater, and SpringAhead, to the Inc. 5000 Fastest Growing Companies list.

Lisa Edwards

President & COO Diligent Corporation
Lisa Edwards is President and COO of Diligent Corporation, the largest governance, risk and compliance (“GRC”) SaaS provider serving over 23,000 organizations around the globe. Lisa is responsible for commercial growth and performance. Prior to joining Diligent, she served as EVP of Strategic Business Operations at Salesforce. Lisa also held leadership positions at Visa, Inc. and KnowledgeX, and co-founded Valubond, prior to the company’s acquisition by Knight Capital. Lisa received a bachelor’s degree from Stanford University and an MBA from Harvard Business School. She serves on the Board of Directors of Colgate-Palmolive Company, and is deeply involved in two non-profits where she previously served on the board, Playworks and the Presidio YMCA.

Ben Hodson

Co-Founder & CEO JobNimbus
Ben Hodson is an entrepreneur, writer, musician, filmmaker, comic book artist, and software developer. After spending time as a touring musician and finishing degrees in business and software systems from the University of Washington, he started his first company in 2000. That business, Venafi, was sold for $1.2 billion in 2020 to Thoma Bravo. After leaving the day-to-day operations of Venafi, Ben proceeded to start nine companies with the most recent being JobNimbus, a software and growth solution for roofing and home exterior contractors. In January 2021, JobNimbus received its first investment of $53 million from Mainsail Partners. In addition to his business ventures, Ben has pursued a variety of creative projects. He has written comic books, such as the Jack Burton Adventures, Shutter, 8-Bit, and Blood and Glory. His short films, Shadow of the Mountain and Marooned, have won recognition at various international film festivals, and he recently published his first novel, Tales of the Macabre West. Today, Ben continues to play and record music with his band, Railyard, in addition to leading the rapid growth of JobNimbus.

Cass Sanford

Associate General Counsel OTC Markets Group
Cass supports regulatory and policy making initiatives at OTC Markets Group. She represents the company on public panels and before industry and regulatory groups, focusing on equity market structure, online capital raising and emerging FinTech and RegTech trends. Cass currently serves on the Board of Governors of the Securities Traders Association. Prior to joining OTC Markets Group, Cass represented issuers, broker-dealers and individuals in securities litigation and in regulatory matters. Cass received her J.D. from Hofstra University School of Law and her B.A. from Mount Holyoke College. She is a member of the New York Bar.

Rob Pegoraro

Journalist Fast Company
Rob Pegoraro covers the problems and possibilities of consumer technology--computers, gadgets, telecom, social media, apps, and other things that beep or blink--for USA Today, Fast Company, Wirecutter and other outlets. He also speaks frequently about them on radio, podcasts, TV and at conferences. Pegoraro has met most of the founders of the Internet and once received a single-word e-mail reply from Steve Jobs.

Fred Rockwell

Co-Founder & CEO Ascent Conference
Senior strategist with over 15 years of business experience including founder/operator, investment management, and financial services roles. Team leader and collaborator, creative thinker and dynamic communicator who shapes positive outcomes for businesses and organizations based on strategy, financial analysis, and market research. Previously a Certified Financial Analyst and a Certified Public accountant. (both were too boring) Ferocious poker player and aspiring comedy writer.

Gillian French

People Expert-in-Residence Workvivo
Gillian French is a veteran Chief People Officer and an expert at scaling teams and building strong company culture. She is currently employee communications platform Workvivo’s people expert-in-residence. Prior to this, Gillian served as Chief People Officer at Cubic Telecom, where she oversaw all aspects of people development, culture, employee engagement, policies and practices. Gillian was previously Chief People Officer at CarTrawler, where she was an integral member of the leadership team for 12 years and scaled the business from 25 to 600 people. Before turning her skills to the technology sector, Gillian spent eight years at a leading Irish hotel group – Jurys Doyle Hotel Group – where she held several senior leadership roles across a range of departments and properties. Workvivo is the employee communication platform designed to foster natural, meaningful connection in teams, allowing companies to reach and engage their employees in ways that traditional tools simply can’t.

Debbie Lillitos

Chief Customer Officer Vena Solutions
Debbie is the Chief Customer Officer at Vena Solutions, a FinTech company specializing in end to end Business Planning. She leads all customer-facing functions and since joining Vena in 2017 she has scaled the CX function by 4X. Under her leadership, the team has driven customer satisfaction and retention rates to over 90% annually YOY. Her team of 150 CX professionals is focused on delivering value and an unmatched experience to Vena's customers every day, helping them achieve organizational goals through best-in-class business planning. Prior to Vena Debbie was the VP, Professional Services at Achievers an HCM SAAS platform where she built and scaled the Professional Services and Support function through to acquisition over 5 years.

Jonathon Kellerman

Pharmaceutical Industry Senior Executive and Former Big 4 Partner Abbvie
Jonathon Kellerman currently serves as the Executive Vice President, Global Chief Compliance Officer for Abbvie. Previously he held the same role at Allergan where he was responsible for leading a global team of 70+ professionals and supported Allergan's BOLD vision - to collaborate with business partners to build bridges, act fast, power ideas, drive results and always do what is right. In this role, he helped set and execute company strategy, evaluated business and people performance, drove the growth agenda, managed and mitigated risk, and lead company initiatives. Formerly, Jonathon served as a Partner in PwC's Pharmaceutical & Life Sciences Advisory practice. In this role, he helped to lead the global Governance, Risk and Compliance practice, including a national team of over 100 diverse professionals. Jonathan has over 25 years of consulting, advisory and complex transformational change experience working in the pharmaceutical, medical device and health care industries and dedicated ten years to providing strategic and operations improvement advisory services to pharmaceutical and medical device clients.

JP Richardson

Co-Founder & CEO Exodus
JP's mission to help half the world exit the legacy financial system began from humble beginnings in America's heartland: Nebraska. In 2015, JP co-founded Exodus to build a beautiful and easy-to-use self-custodial wallet that allows customers to manage portfolios of cryptocurrency. Exodus was the first US company to conduct an SEC-qualified crypto-only public stock offering. Today, Exodus has over 200 employees and 1.9 million people trust Exodus to keep their cryptocurrency secure.

James Barrood

Founder & CEO Innovation+

Previous Attendees Include Executives From:

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For those who have never attended one of our conferences, here’s how registration works, and the timeline:

  • We want to create the highest quality “Growth in SaaS” conversation possible. To do that, attendees are limited to Founders, C-Suite, VPs, and Directors (and up) at growth-stage companies doing $10mm+ ARR or have raised more than $5mm in capital. If that is you or if you’ve received an invitation, please read on.
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