Consolidation and M&A

Oct 8th, 2021 @1:20 pm
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.

Full Description

Speakers

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

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 Investment Banking
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.

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

How to Attract Top Talent in 2021

Oct 8th, 2021 @2:10 pm
Finding employees with the right stuff for SaaS; Virtual recruiting; Hiring the best team for your growth stage

Full Description

Speakers

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

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.

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

Choose Your Market Segments Based on Customer Profitability

Oct 8th, 2021 @10:00 am
Is market segmentation the best way to target your most profitable customers?

Full Description

Speakers

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.

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

How Your Customers Can Help Fund Your Business and Drive Growth

Oct 7th, 2021 @1:45 pm
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.

Full Description

Speakers

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.

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.

Unconventional Tactics to Generate New Revenue Streams in SaaS

Oct 6th, 2021 @4:15 pm
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.

Full Description

Speakers

Terence Craig

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.

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.

DEI – Going Beyond the Buzzword

Oct 6th, 2021 @1:45 pm
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.

Full Description

Speakers

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.

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

Pricing Strategy – Taking a Value-Based Approach

Oct 6th, 2021 @10:50 am
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.

Full Description

Speakers

Omar Nawaz

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.

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

What VCs Are Looking For, And How To Stand Out

Oct 6th, 2021 @10:00 am
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!

Full Description

Speakers

Rashmi Gopinath

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.

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

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