SPEAKERS

2020 KEYNOTE SPEAKER

Tony Saldanha
Globally Recognized Expert
Best-Selling Author, Why Digital Transformations Fail
Thought Leader in Global Business Services and Information Technology

Tony Saldanha is a globally recognized expert and thought-leader in Global Business Services (GBS) and Information Technology. He ran Procter & Gamble’s famed multi-billion dollar GBS and IT operations in every region across the world during a 27 year career there. Tony has over three decades of international business expertise in the US, Europe, and Asia. He was named on Computerworld’s Premier 100 IT Professionals list in 2013. Tony’s experiences include GBS design and operations, CIO positions, acquisitions and divestitures, outsourcing, disruptive innovation, and creation of new business models. Tony is currently President of Transformant, a consulting organization that advises over 20 Fortune 100 companies around the world in digital transformation and global business services. He is also a founder of two blockchain and AI companies, and an adviser to venture capital companies. His book titled Why Digital Transformations Fail was released globally in July 2019 and ranked #1 on Amazon’s New Releases for Organizational Change, listed on publisher Berrett-Koehler’s best-sellers for July 2019, and recommended by various publishing forums like CEO-Reads, Book-Pal, CEO Library and others. Forbes contributor Michelle Greenwald called it the “best business book ever that you’re yet to read”.

2020 SPEAKERS & MODERATORS

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Jacqueline M. Baker
Vice President of Startup Programming
AARP Innovation Labs

Jacqueline M. Baker is Vice President of Startup Programming at AARP Innovation Labs, where she is responsible for accelerating the AARP innovation ecosystem by discovering some of the best, brightest and most disruptive startups across the world. She is also responsible for curating programming and experiences for both startups and organizations to influence, shape and co-create products and services that empower people to choose how they live as they age. In previous roles within AARP, Jacqueline managed the national tradeshow presence of AARP TEK, the flagship technology education programmed designed for the 50+ as well as previously managing the executive office of Innovation and Product Development.

In addition to her role at AARP, Jacqueline is an etiquette expert and leadership trainer. She is author of the book, Leader by Mistake and she trains individuals and organizations to develop and refine important leadership and modern etiquette skills that increase confidence and provide a competitive advantage. Her work has been recognized by numerous publications and media outlets, including, NBC, CBS, Essence Magazine, The Michigan Chronicle – 40 Under 40 and McDonalds – Women Who Lead. Jacqueline holds two degrees from Wayne State University—a Bachelor of Arts in Public Relations and Master of Education in Instructional Technology with specializations in Interactive Technologies and Performance Improvement

Allen Born
Director
Fairmount Partners

Allen Born focuses on originating and executing middle-market investment banking transactions in the Internet and Digital Media sector. He has advised on exclusive sale assignments, buy-side transactions, financings, and various other strategic advisory assignments and has completed more than 50 transactions totaling over $13 billion in consideration.

Jennifer Ciotti
Program Manager
SEI Ventures

Jennifer serves as the program manager for SEI Ventures, our corporate venture capital program. SEI Ventures seeks to identify venture capital opportunities to drive new product development in existing and adjacent markets, accelerate the expansion or launch of existing and new platforms, and be a catalyst for the introduction and implementation of new technologies and business models.

Previously, Jennifer was a marketing communications manager for our Global Institutional Group where she was responsible for developing integrated, multi-channel marketing campaigns designed to demonstrate the value proposition of our outsourced chief investment officer (OCIO) solution to prospects and clients. She has extensive experience developing thought leadership, crafting client custom client communications and creating digital marketing campaigns to generate increased engagement with prospects.

Jennifer earned her Bachelor of Science in Business Administration in management Bucknell University and her Master of Business Administration with a dual specialization in strategic management and marketing from Villanova School of Business.

Peter Coffee
VP of Strategic Research
Salesforce

Coffee has been with the company for 13 years. His global work supports Salesforce efforts in CIO strategies, security practices, and delivery of connected product and “big data” solutions through collaboration with account teams in many industries.

Prior to joining Salesforce, Peter spent eighteen years as a technology analyst, columnist, and editor for IT publications including eWEEK and PC Week, while also contributing to other journals including Computer Language and AI Expert. He has written widely on cloud security and privacy, and was a chapter contributor to Prentice Hall’s Nanotechnology: Science, Innovation, and Opportunity. He previously served as the first Manager for Desktop Computing Planning at The Aerospace Corporation, where he also worked in space-asset applications of AI techniques. Before that, he held project management roles at Exxon Corporation including arctic resource development.

Peter received his engineering degree from MIT in 1978 and an MBA from Pepperdine University in 1985; he has held college faculty appointments in expert-systems programming, IT management, and business analytics, while also lecturing at Stanford, CalTech, Harvard Business School, and the Sloan School of Management at MIT as well as other institutions in Europe, Asia and South America. He advises on curriculum and degree program planning in analytics and “big data” initiatives for three U.S. universities.

Roger Cude
Enterprise Vice President, Talent & Organization Development
Humana

Roger joined Humana in 2013 to lead the talent and organization development functions. He is also a member of Humana’s Inclusion and Diversity Council. He is responsible for succession planning, talent management, executive and leadership development, organization design and development, performance management, change management and associate engagement.

Before joining Humana, Roger served as Senior Vice President, Global Talent Management for Wal-Mart.

John Cusumano
Pfizer

John Cusumano is the global lead of Pfizer’s Digital, Mobile, and Emerging Technology Centers of Excellence. He is responsible for the global strategy, solutions, platforms, services and operations for digital and mobile experiences for patients, healthcare providers and Pfizer colleagues.

John has a background in consulting at Accenture working with Communications and High-tech Fortune 100 companies including Verizon, AT&T, and Cingular. This experience along with Pfizer Commercial and Technology experience fuels his passion for Digital Health and the possibilities it can bring to patients around the world. John earned an Executive MBA at Villanova University, and a B.S. in Electrical Engineering from Pennsylvania State University.

Tej Dhawan
Chief Data Officer
Principal Financial Group

As the Chief Data Officer, Dhawan is responsible for developing and carrying out the strategic vision for company-wide data and applications.

Dhawan works closely with the chief information officer and chief digital officer to help shape, evolve and drive our digital experience. He also partners with business and technology teams from around the company to build a customer-focused digital experience that addresses the ever-changing needs of our global customers. The experience takes into consideration a mix of data, analytics, user experience, and augmented intelligence.

Dhawan’s experience includes small business ownership, startup advocacy, accelerator mentorship and use of data to influence and adopt innovation. Dhawan earned his bachelor’s degree in math and computer science at Central College.

Art Ehuan
Vice President
The Crypsis Group

Art Ehuan, a leading national expert in cyber risk management and cyber investigations, is a vice president of The Crypsis Group and leader of the Cyber Risk & Resilience Management business. He joined Crypsis after running the Global Cyber Risk Services practice at the global professional services firm Alvarez & Marsal, where he led client engagements on strategic cyber risk and protection strategies for both U.S. and international customers. Art has wide experience as a Chief Information Security Officer (CISO) for a financial services/insurance corporation and interim CISO for a multinational health care management corporation, an international manufacturing company, a multinational oil/gas organization and a treasury agency. Art previously served as a Special Agent with the Federal Bureau of Investigation and the Air Force Office of Special Investigations cybercrime units.

Sarah Gretczko
Senior Vice President, Chief Learning & Insights Officer
Mastercard

Sarah Gretczko is a self-proclaimed future of work enthusiast with experience bringing innovative people strategies and solutions to some of the world’s most iconic companies- Deloitte, Goldman Sachs and now Mastercard. At Mastercard she is responsible for shaping the company’s culture during a time of rapid growth and change by partnering with the business to renovate their talent offerings in response to the dynamic market environment using analytics and insights. She brings deep expertise in learning and leadership development. She has designed and facilitated dozens of executive transition labs for transitioning executives of major Fortune 500 companies. She also brings expertise around workforce transformation through her work to reimagine engagement, performance and leadership in a rapidly changing environment.

Liz Herbert
VP, Principal Analyst Serving Application Development & Delivery Professionals
Forrester

Liz focuses on the technology services industry, helping clients navigate this fast-changing market and maximize the business value of their technology investments. As a principal analyst, Liz helps clients understand the key dynamics in the enterprise application services market and make smart technology sourcing decisions. Specific topics of focus include SaaS, SAP and Oracle Services, and services for cloud and mobile. Liz has extensive experience helping technology buyers select services partners, manage provider relationships, and negotiate favorable contracts. She also advises technology and technology services vendors on market dynamics, buyer demands, competitive landscape, and go-to-market.

Liz has been a featured speaker at leading industry events such as SaaScon, Nasscom, Society of Information Managers, and World BPO Forum. She has been quoted in leading publications including The Wall Street Journal, Fortune, The New York Times, and CIO Magazine. Liz has been featured as a technology expert on TV news segments, including Bloomberg TV and Boston-based NECN. She was named IIAR Services analyst of the year in 2010.

Prior to joining Forrester in 2002, Liz worked at the US Department of Transportation’s Volpe Center, programming a computer simulator to test equipment for GPS-based ship navigation. Liz also worked as a researcher at the MIT Media Lab, programming “smart” objects that sense and “think” and researching electronic ballot user experience as part of the Caltech/MIT Voting Technology Project. Prior to working at the MIT Media Lab, Liz worked in the COMDEX division of Ziff Davis.

Liz holds a B.S. in computer science and electrical engineering from the Massachusetts Institute of Technology.

Heather Holmes
Founder & CEO
Genivity

Heather Holmes is an American businesswoman with extensive experience working for nearly two decades in the healthcare industry, including a Fortune 500 healthcare company —and now as the Founder and CEO of Genivity, an award-winning technology platform that helps financial advisors plan and customize longevity, health, and elder care with their clients. With a proven record of success in global sales, strategic planning, marketing, and business development, Heather has earned a reputation of being both progressive and responsible in her work.

Since its inception, Heather has led Genivity through several stages of growth and expansion that has allowed Genivity to support financial advisors in customizing their clients’ financial planning. Genivity works with clients by speaking truthfully about health, including the whole family, and making a plan together. Through Genivity, Heather is driven and committed to uncovering technology niches that can dramatically shape and influence health and wellness on a global scale.

Odia Kagan
Partner and Chair of GDPR Compliance & International Privacy
Fox Rothschild LLP

Odia combines her in-depth knowledge of privacy and data security regulations and best practices, both domestic and international, with her keen understanding of emerging and information technologies to provide clients with practical advice on how to design and implement their products and services, consummate their M&A transactions and engage third-party vendors in the United States and abroad.

Dennis Kennedy
Founder and Chair
National Diversity Council

Dennis Kennedy has an unwavering passion for people and works to ensure that all individuals receive equal opportunities in the workplace regardless of race, ethnicity, gender, religion, age, physical or mental handicap, physique, gender identity or sexual orientation. In 2004, Mr. Kennedy walked away from his job to start the Texas Diversity Council. He saw a very strong need to create an organization that would champion Diversity & Inclusion across the state. Four years later, Mr. Kennedy found himself launching the National Diversity Council (NDC) for the exact same reasons he started the state council. Currently, the NDC is made up of state and regional Councils: California, Florida, Georgia, Michigan, Ohio, Pacific Northwest (Alaska, Oregon, & Washington), Pennsylvania, Texas, and Tri-State (NY, NJ & CT). His vision is to have state and regional diversity councils in all 50 states. Along with the state councils, Mr. Kennedy has launched several statewide conferences focused on diversity, leadership and women. Currently there are conferences taking place in all over the country.

Sanjay Khobragade
Founder & CEO
Neura Health

Sanjay is responsible for guiding the Neura Health team and making strategic decisions around product and business development.

Before, Sanjay was at IQVIA as an Associate Director, Machine Learning Product Development team. He was responsible for building the data layer for IQVIA’s Ada Machine Learning Platform. Prior to that, he led a team at Capital One to transform and migrate Direct Bank’s data warehouse to AWS cloud. He has extensive experience working with data, cloud and machine learning tools.

He has done MS in Chemical Engineering from Villanova University, USA and B. Tech from LIT, Nagpur University, India.

Phillip Kizun
SEI

Phillip Kizun is the Chief Privacy Officer for local fintech firm, SEI Investments. Phil’s expertise in data privacy has been built through his extensive international resume in various privacy roles across the US and Europe. Most recently, Phil served as Data Privacy Project Manager for Flight Centre, a $14 billion US-based travel services company. There he delivered a comprehensive program that allowed the company to gain compliance with GDPR, CCPA, and PIPDEA (Canada). Prior to is many privacy roles, Phil also served as HR Director in both the Pharma and Finance industries where privacy and compliance are the foundations for market success. Phil holds citizenship in both the US and the UK, speaks fluent German, Russian and French.

Russ Kliman
Global Leader
SEI Ventures

Russ is the global leader of SEI Ventures, SEI’s corporate venture capital program. SEI Ventures seeks to invest in emergent and potentially disruptive technologies that SEI believes will accelerate the launch of new platforms or drive new product development in existing and adjacent markets. SEI Ventures’ strategic mission is to enhance SEI’s ability to deliver innovative, comprehensive solutions to SEI’s client ecosystem. Russ also leads SEI’s global innovation programs, which focus on various initiatives that enable creative problem-solving using design-thinking and user-centered design principles. Russ also serves as an adjunct professor at Villanova University’s School of Business’ Executive MBA program, focusing on entrepreneurship, innovation and value creation through technology, and serves as a Startup Mentor at Drexel University’s Close School of Entrepreneurship.

Konrad Kording, PhD
PIK University Professor, Department of Neuroscience
Perelman School of Medicine, University of Pennsylvania

Dr. Kording’s research has one single focus, data that matters. Early research in the lab focused on computational neuroscience and in particular movement. But as the approaches matured, the focus has more been on discovering ways in which new data sources as well as emerging data analysis can enable awesome possibilities. The current focus is on Causality in Data science applications – how do we know how things work if we can not randomize? Our style of working is transdisciplinary, we collaborate on virtually every project.

Rachel Lyubovitzky
CEO
EverythingBenefits

Co-Founder and Chief Executive Officer, Rachel is an accomplished serial entrepreneur with leadership experience that spans the full spectrum of strategic and tactical activities in the software technology industry. She holds Wharton Executive MBA and Brandeis Computer Science degrees. Rachel enjoys spending time with her family, is a devoted runner, and studies Sumi-e painting.

Chris Maenner
Technical Director of Infrastructure and Security
goPuff

Chris Maenner is goPuff’s Technical Director of Infrastructure and Security. Chris is responsible for scaling and securing products for enterprise and commercial services. goPuff is the first digital convenience retailer that delivers snacks, drinks, essentials, and basically all of your convenience needs right to your door.

Jason Mills
Exec Director, Head of Customer Engineering Cloud Industries
Google

Jason Mills is Director of Customer Engineering at Google Cloud. He is an international technology and business leader with over 25 years of experience delivering innovative technology solutions at Fortune 100 companies.

During his corporate career, he has led large technology operations teams in the financial services industry for companies such as Citigroup, Smith Barney, JP Morgan Chase, in the areas of infrastructure management, brokerage trading technology, software engineering, big data, machine learning and most recently leading Artificial Intelligence products.

He is an entrepreneur he built and launched Coach360, a mobile app-based sports analytics company which was later sold. He is the co-Founder of BLISTS (Black & Latino Information Science & Technology Support), and serves on the Syracuse University iSchool Board, and has consistently been involved in civic and community activities.

Mr. Mills holds 2x Patents Pending, a Bachelor and Master of Science degrees in Information Science & Technology from Syracuse University in New York.

Geoffrey Moore
Managing Director, Geoffrey Moore Consulting
Venture Partner, Wildcat Venture Partners
Chairman Emeritus, TCG Advisors, Chasm Institute and The Chasm Group
Member of the Board of Directors of several pre-IPO Companies

Geoffrey Moore is an author, speaker, and advisor who splits his consulting time between start-up companies in the Wildcat Venture Partners portfolios and established high-tech enterprises, most recently including Salesforce, Microsoft, Autodesk, F5Networks, Gainsight, Google, and Splunk.

Moore’s life’s work has focused on the market dynamics surrounding disruptive innovations. His first book, Crossing the Chasm, focuses on the challenges start-up companies face transitioning from early adopting to mainstream customers. It has sold more than a million copies, and its third edition has been revised such that the majority of its examples and case studies reference companies come to prominence from the past decade. Moore’s most recent work, Zone to Win, addresses the challenge large enterprises face when embracing disruptive innovations, even when it is in their best interests to do so. It’s time to stop explaining why they don’t and start explaining how they can. This has been the basis of much of his recent consulting.

Irish by heritage, Moore has yet to meet a microphone he didn’t like and gives between 50 and 80 speeches a year. One theme that has received a lot of attention recently is the transition in enterprise IT investment focus from Systems of Record to Systems of Engagement. This is driving the deployment of a new cloud infrastructure to complement the legacy client-server stack, creating massive markets for a next generation of tech industry leaders.

Moore has a bachelors in American literature from Stanford University and a PhD in English literature from the University of Washington. After teaching English for four years at Olivet College, he came back to the Bay Area with his wife and family and began a career in high tech as a training specialist. Over time he transitioned first into sales and then into marketing, finally finding his niche in marketing consulting, working first at Regis McKenna Inc, then with the three firms he helped found: The Chasm Group, Chasm Institute, and TCG Advisors. Today he is chairman emeritus of all three.

Rizwan Muhammad
Director of Enterprise Applications
Avid Technology

Rizwan Muhammad is a Director of Enterprise Applications at Avid Technology, a media company Headquarter in Burlington MA. He has 15+ years of experience in designing, developing, and implementing Global ERP solutions, building intelligent enterprises, leading global application teams, and defining global enterprise data strategies. He has been leading employees’ enablement and productivity initiatives. Rizwan has served as a lead strategic partner with senior leadership teams to develop strategic roadmap, align the business & IT disciplines to industrialize the best ideas with modern operational and governance models. Build alignment between business practices with customer value and company’s Go-to-Market strategies. He has been driving enterprise data strategies, governance models and delivering roadmap for data-driven organization.

Kevin O’Nell
Co-Investor
Osage Venture Partners

Kevin began working with Osage as a co-investor in 2013. He then became the CEO of PeopleLinx in 2014, guiding the company to acquisition by Frontline Selling in 2017. He most recently joined Osage as Entrepreneur in Residence in 2019.

Previously, Kevin worked in numerous entrepreneurial roles including Capital One’s innovation team, COO of Ecount (acquired by Citibank), Founder of MissionOG and most recently as KeyBank’s National Head of Business Development for the Commercial Bank Enterprise Payments team.

He graduated with a degree in Political Science from Davidson College and earned an MBA from the College of William and Mary’s Mason School of Business.

Anton Popov
AI/Deep Learning Technical Lead
Ciklum

Anton Popov is the Artificial Intelligence/Deep Learning technical lead at Ciklum with 15+ years of experience in the development and implementation of biosignal analysis and classification algorithms. He is affiliated with Igor Sikorsky Kyiv Polytechnic Institute as an Associate Professor.

Amy Purcell
Chief Privacy Officer, Senior Counsel
Vanguard

Amy is Chief Privacy Officer and Senior Counsel of The Vanguard Group, Inc. Amy is responsible for leading Vanguard’s enterprise-wide Global Privacy and Records Management Program and representing Vanguard on privacy and records management legal issues. Amy manages a team of attorneys responsible for ensuring compliance with domestic and international privacy regulations, as well as privacy and records management professionals responsible for the operation and implementation of Vanguard’s Program.

Prior to joining Vanguard, Amy practiced privacy and data security law for over 10 years at a Philadelphia law firm. Amy earned a B.S. in Political Science from Susquehanna University and her J.D. from Cornell Law School.

Carle Quinn
Global Head, Value Experience
SAP

Carle Quinn, Global Head, Value Experience is responsible for customer’s digital transformational experience through delivering best in class value cases, thought leadership, and real-world HR experience. Prior to this role, Carle was VP, Human Resources where led the development and implementation of SAP’s digital HR Experience & transformation initiatives, thought leadership and sharing how SAP is using SuccessFactors to lead our business.
Carle brings 20+ years of management experience in human capital management. Prior to joining SAP, she gained global leadership experience in Human Resources, Sales and Consulting at companies like GE, IBM and QVC.

She received a Bachelor’s in Global Business Administration with a specialization in Human Resources Management. She also serves as President of Philadelphia Society of People & Strategy (PSPS).

Jeanne Ross
Principal Research Scientist
MIT

Jeanne lectures, conducts research, and directs executive education courses on IT management practices. She joined MIT CISR in 1993 as a principal research scientist, and was director of the center from 2008 to 2016. Her research examines how companies are architecting themselves for success in the digital economy. She is also studying how companies effectively implement the capabilities offered by new technologies like social, mobile, analytics, cloud, Internet of Things, and cognitive computing.

Jeanne is co-author of three books, and she is a founding senior editor and former editor-in-chief of MIS Quarterly Executive. Her work has appeared in major practitioner and academic journals, including MIT Sloan Management Review, Harvard Business Review, The Wall Street Journal, MIS Quarterly Executive, MIS Quarterly, the Journal of Management Information Systems, IBM Systems Journal, and CIO Magazine.

Aaron Roth
Professor
University of Pennsylvania

Aaron Roth is a Professor of Computer and Information Sciences at the University of Pennsylvania, affiliated with the Warren Center for Network and Data Science, and co-director of the Networked and Social Systems Engineering (NETS) program. He is also an Amazon Scholar at Amazon AWS, working on issues of fairness and privacy in machine learning. He is the recipient of a Presidential Early Career Award for Scientists and Engineers (PECASE) awarded by President Obama in 2016, an Alfred P. Sloan Research Fellowship, an NSF CAREER award, and research awards from Yahoo, Amazon, and Google. Together with Cynthia Dwork, he is the author of the book “The Algorithmic Foundations of Differential Privacy.” Together with Michael Kearns, he is the author of “The Ethical Algorithm”.

Sanjeev Sachdeva
Chief Technology Officer and Head Advisory – Life Sciences
Tata Consultancy Services

Sanjeev is responsible for tracking industry trends, driving thought leadership, assisting in formulating unit strategy, business and IT advisory, industry collaboration, and technology innovation in Life Sciences. With over 25 years of experience in technology and business transformation, he assists various life sciences customers in their transformation journey by adopting new technologies and processes across the business value chain – R&D, Manufacturing, Supply Chain, and Commercial. He holds a Masters degree in Computers application from Delhi University.

Nik Sethi
Executive Director for IT Compliance
Merck

Nikuj (Nik) Sethi is an Executive Director at Merck in the Information Technology Risk Management and Security Organization. He is responsible for Merck’s IT Compliance and Risk Management capabilities

Prior to joining Merck in 2020, Nik spent 15 years providing business technology leadership for various Pfizer BU’s & function including Upjohn Research, Development, Medical & RWD COE, Pfizer’s Global Vaccines Business, IT Risk Management and Compliance function and Pfizer’s Global Manufacturing Network.

Nikuj holds a Master’s in Information Systems from Kennesaw State University and a BS degree in Chemistry from Augusta State University.

Elaina Shekhter
Chief Marketing Officer, SVP
EPAM

Ms. Shekhter heads up EPAM’s Global Marketing and Strategy, working to integrate a variety of functions that have a material influence on the Company’s global strategy, positioning, and messaging. She has held a number of leadership roles within EPAM, including most recently as the Global Head of Business Development and, prior to that, as the Global Head of the Travel and Consumer Business. Ms. Shekhter is an advisory board member for the MACH Alliance, a group of independent tech companies dedicated to open, best-of-breed ecosystems. She is active in the software startup and emerging technology community, representing EPAM in its investment in the Go Philly Fund—to support regional venture funding for seed and early stage companies—and as a board member of the recent EPAM seed investment, SigmaLedger. Additionally, Ms. Shekhter takes a special interest in artificial intelligence and sustainability initiatives.

Prior to joining EPAM, Ms. Shekhter was with the travel and marketing giant, Carlson Companies, in various Operational and Business Development roles, including Head of Retail and Entertainment for 24K, a spin-off of Carlson Marketing Group. Prior to Carlson, she was a leader with Ernst and Young Consulting, specializing in CRM and Analytics engagements for notable clients, such as 3M and GE.

In her role as EPAM’s executive corporate social responsibility sponsor, Ms. Shekhter is an advocate and supporter of the Company’s global education, environment and community initiatives. She helps foster a culture of growth and talent development as an executive mentor and leader in EPAM’s diversity program, speaking frequently at many Women in IT events. Ms. Shekhter holds an MS degree in Information Systems and BS/BA degrees in Economic Theory and Political Science from The American University.

Hugh Simpson
Global Solutions Lead for Data & Analytics, AI & IoT
Ciklum

Global Lead for Ciklum’s Data & Analytics business assisting our clients to become data-driven organizations to increase revenue or improve operations through modern data infrastructure, enhanced insights and exploiting data through AI and emerging Industry 4.0 technology.

Scott Snyder, PhD
Partner, Digital and Innovation
Heidrick Consulting

He is the author of two books, Goliath’s Revenge: How Established Companies Turn the Tables on Digital Disruptors and The New World of Wireless: How to Compete in the 4G Revolution and has lectured at top universities on emerging technologies, digital strategy, and innovation including Wharton, MIT, Babson, Duke, and INSEAD.

Rob Sullivan
Client Partner
Anexinet

Mr. Sullivan has over 25 years of business experience as a Consultant To Executives as well as a Chief Financial Officer in Industry. He has managed organizations, lead teams and consulted to small businesses as well as Fortune 1000 companies. His clients have included Avery Dennison, UGI Utilities, IBM, ACNielsen, Xerox, Campbell Soup, McGraw-Hill, Readers Digest and Rohm and Haas, The New York Stock Exchange, Experian and multiple divisions of General Electric.

He is highly experienced in topics such as Strategic Planning, Enterprise Transformation, Planning Budgeting & Forecasting, Management Reporting, Cross Border Acquisitions, Acquisition Integration, Cost Restructuring, Process Improvement, Organization Architecture, Integrated Change Management and Digital Technology Integration.

As the CFO he managed the Finance, Human Resource and Information Technology functions of two multi-site, multi-national organizations and has had operational responsibilities in North America and Europe. He currently lives outside of Philadelphia and has lived and worked extensively throughout North America, Europe and Australia.

Vijay Verna
AVP, Emerging Technology & Information
Children’s Hospital of Philadelphia

Vijay leads the technology team focused on incubation and adoption of emerging tech and business transformation concepts at CHOP. Interest areas includes Engagement, Chatbots, AR/VR and RPA. He has extensive experience in heading Technology and Product organizations; Track record in incubating and growing digital experiences to drive engagement; History of leveraging existing and emerging technologies to solve complex business problems at scale; Strong passion for understanding business issues driving product development; Deep focus on consumer-centric applications and digital-first user experiences; Progressive management experience in leading product and technology teams and concurrent projects in fast paced as well as established global companies.

Bob Victor
Senior Vice President, Product Management
Comcast Business

Robert (“Bob”) S. Victor serves as Senior Vice President of Product Management for Comcast Business, where he is responsible for development and lifecycle operations of all Comcast Business products and services. Mr. Victor joined Comcast in 2008 and in prior roles has served as Senior Vice President of Strategic and Financial Planning for Comcast Corporation and Chief Financial Officer for Comcast Business.

Bob graduated with honors from Dartmouth College and Harvard Law School. He lives in Philadelphia with his wife and two children, chairs the board of Mastery Charter Schools, and serves on the boards of the William Penn Foundation, the Academy of Natural Sciences and the Dartmouth College Center for Social Impact.

Renee Wells
Vice President, Product Strategy
Rimini Street

Ms. Wells is a 27-year veteran of IT and enterprise software with extensive experience in network engineering, management consulting, product marketing, and product management. She has a broad range of expertise in strategy, enterprise applications and hosting, cloud solutions, quality assurance, product positioning, product messaging, and PeopleSoft.
Ms. Wells serves as VP, Product Strategy at Rimini Street. She is responsible for leading the product strategy of Rimini Street’s comprehensive suite of services specifically designed to enable Oracle and SAP licensees to address new opportunities and challenges across today’s dynamic IT landscape.

Ms. Wells holds a Bachelor of Science degree in Management Information Systems from Auburn University and an MBA in Global Business from Kennesaw State University in partnership with ASEBUSS Business School in Bucharest, Romania. She also holds certifications in Product Marketing, Project Management, Six Sigma, ITIL, and Oracle Applications.

AGENDA

Register Now for the Phorum Conference Series and access exclusive programs!

Stay Connected with PACT’s Phorum Community
We’re rolling out digital content and virtual events featuring our Phorum speakers and demo pit companies, as well as the Phorum mobile app with built-in networking features – delivering connectivity and thought leadership right to your doorstep. Information and registration for upcoming events are highlighted below.

PHORUM 2020 REIMAGINED AGENDA:

Summer Series Sessions and Details

ON-DEMAND CONTENT

Fireside Chats with Peter Coffee, VP of Strategic Research at Salesforce and:

UPDATED VIRTUAL AGENDA FOR CONFERENCE KEYNOTE SERIES:

October 7 & 14 2020
Networking to follow each session in PACT’s Virtual Lounge

Mark your calendars for our three-part Phorum Conference Series over two days:

October 7 , 2020 Agenda and Details

October 14, 2020 Agenda and Details

PHORUM REGISTRATION INCLUDES:

The Phorum Community App & Desktop Platform – Access Here

Access exclusive content, create a customized personal profile, network and connect with other Phorum attendees through business matchmaking and 1-to-1 meetings.

Register Now!

PHORUM SHOWCASE

Phorum 2020 Showcase

The Phorum Showcase provides a space for cutting-edge technology companies to meet and demo their product with key enterprise decision makers. If you’re interested in this unique opportunity to showcase your company, products, and services at one of the hottest gatherings of enterprise decision makers on the East Coast, please contact [email protected]

Come join the Phorum Showcase to meet and demo your products and services with key enterprise decision makers.

Phorum 2020 Showcase Companies include:

Phorum Demo Pit

Meet the 2020 Demo Pit Participants!

2020 Demo Pit

Alternative Investment Exchange (AIX) is an enterprise financial technology platform designed to transform the business model of investing in alternatives (any investment other than stocks, bonds, cash and mutual funds). Wealth managers have typically been slow to adopt alternative investments due to their complexity, regulations, and traditionally paper-led process that incurred increased risk — until now.

AIX’s pioneering platform solves this problem for the financial industry by connecting all trade data through the entire investment process logically, efficiently, and seamlessly. Designed to remove friction across the previously opaque and manual clearing and settlement process, only AIX’s leading-edge technology provides full data connectivity across the entire lifecycle of buying, owning and selling.

aixplatform.com

boodleAI finds the best prospects in any contact list. It leverages proven AI/machine learning to rapidly model the untapped data sitting in organizations, along with billions of third party data points, to help organizations achieve significant lifts in conversion, engagement, and retention rates through predictive analytics.

boodleAI

Cassian Solutions is a B2B SaaS company that offers an integrated hardware solution which leverages patient smartphone compliance to improve health outcomes and increase data collection for patients enrolled in specialty pharmacies. Our tiered solutions take advantage of our patient engagement engine that can deliver unparalleled data through the inclusion of our hardware data collection tool, MediTrak. Our products are sold to the 750 unique specialty pharmacies in the US who currently spend over $12 billion on patient management for specialty disease states. Our solutions reduce the time and money spent by specialty pharmacies on patient care while also increasing their in-house capabilities. With the addition of our products, specialty pharmacies can now compete for enhanced data collection programs and limited distribution drug programs.

cassiansolutions.com

IKE AI Software (SaaS) products augment business processes, search and insights with deep Natural Language Understanding. IKE dialogs and causal knowledge answer even the most complex questions by bringing together internal and external data, documents and web content. IKE’s ability to understand a person’s intent powers our automated discovery bots, analysis and workflows leading to better decisions based on more varied perspectives and info. Our IKE interpreter resolves ambiguity in human language to understand a person’s intent, match it with information in databases and documents, ask clarifying questions, make processes more intelligent, perform cognitive search and answer “why” and “how’ questions. IKE data management tools discover and catalog data, create data lakes and support complex analytics. IKE workflow engine automates dialog-based business processes.

Epacca.com

Neura Health is a team of practicing doctors, software engineers and data scientists working on building innovative AI products for Healthcare Medical Imaging Industry particularly for Cancer detection using Deep Learning Neural Network techniques.

Our goal is to build innovative AI products using the latest IT tools available and augment Medical Professionals, Clinicians and Radiologists with AI capability to increase their productivity and reduce time and cost for the patients. The AI models are built using publicly available Imaging datasets and AI Models curated and annotated by world renowned Radiologyexperts. Our first AI model is called NeuraDetect and is used to detect breast density, screening BI-RADS classification and Breast Cancer classification from Mammography Images.

Our products seamlessly integrate with the existing clinical workflow and leverages client’s DICOM router for transmission of Medical Images from Mammogram modality. Other technologies being used are Google Cloud Platform’s Healthcare DICOMWeb APIs, Google’s AutoML for model training and AI Inference engine running on Kubernetes cluster.

neurahealth.ai

Pulsedive is a cybersecurity threat intelligence startup founded in 2017 and headquartered in New Jersey.

Led by cofounders Daniel Sherry and Grace Chi, Pulsedive delivers high-fidelity cyber threat intelligence to help organizations proactively improve their security posture.

Intuitive search and risk scoring paired with enriched, contextual data keeps busy teams prioritized – helping to prevent wasteful false-positive investigations. With the ability to seamlessly integrate with internal and third-party systems, teams can flexibly leverage Pulsedive’s one-stop-shop platform and data.

Pulsedive’s threat intelligence offerings support organizations at every level of security maturity. Our products and services include the Pulsedive Community Platform, Pulsedive API, Pulsedive Feed, and Pulsedive Enterprise.

pulsedive.com

StaffGeek helps companies hire smarter. Companies powered by StaffGeek have been able to reduce time to hire, onboarding and turnover. We do this by helping companies identify which candidates are the right fit for their company’s culture. Through our proprietary DNA Sequencing (Distinct Native Attributes), we are able to quantify your company’s culture. Those results are used to create a FitTechTM assessment that is customized to your company. Armed with your customized FitTechTM assessment, you can evaluate which candidates are the right fit for your company culture. Don’t wait. Start hiring smarter today with a free trial to create your company’s own customized FitTech assessment powered by StaffGeek.

staffgeek.com

threshold.world is a growth stage software company improving the efficiency and transparency of nonprofit outcomes through voice enabled AI solutions built on Microsoft and powered by the Nonprofit Common Data Model. We are a NetHope corporate partner and Microsoft Tech for Social Impact partner.

threshold.world

ABOUT PHORUM DEMO PIT

Win in the Pit

Past Phorum Phoward Winner – RedOwl

PHORUM 2020 DEMO PIT

The Phorum Demo Pit features the region’s hottest early-stage companies that are providing cutting-edge innovation that enables Digital Disruption. The Demo Pit was created to allow startups to connect with C-level enterprise decision makers attending the Phorum conference. In addition to showcasing their technologies, each Demo Pit participant will present to a panel of judges and the Phorum audience. One will be named “Best in Show” and will receive the 8th annual Phorum Phorward Award. Since our inaugural event, past Phorum Phorward Award winners have gone on to raise more than $50M in capital, with three of the seven successfully completing exits to strategic acquirers.

2020 Participants

Pulsedive is a cybersecurity threat intelligence startup founded in 2017 and headquartered in New Jersey.

Led by cofounders Daniel Sherry and Grace Chi, Pulsedive delivers high-fidelity cyber threat intelligence to help organizations proactively improve their security posture.

pulsedive.com

staffgeek.com

threshold.world

2019 Participants

Benefix pairs small businesses with a team of friendly and professional insurance brokers to help navigate the complex world of benefits through a totally digital experience. Small businesses owners can now shop all their health insurance options, enroll and manage all their policies online.

https://get.benefix.us/small-business-benefits/

Crossbeam is a collaborative data platform that helps companies build more valuable partnerships. We act as an escrow service for data, allowing companies to find overlapping customers and prospects with their partners, while keeping the rest of their data private and secure. X Crossbeam connects to your existing CRM system and turns your partner ecosystem into a scalable, measurable growth channel. Common use cases include account mapping, lead qualification, attribution tracking, and more. X The company is co-founded by serial entrepreneurs Bob Moore (RJMetrics, Stitch) and Buck Ryan after years of experiencing the need for Crossbeam firsthand.

www.getcrossbeam.com

Distat Co specializes in training software applications of physical systems including equipment, machine and devices using Augmented Reality technology. Our product reduces training cost and time, improve job performance (productivity, accuracy and safety), and speeds up knowledge transfer at workplace. Using user centered AR interface design, our product superimposes 3D model/animation or overlays instructions/guidance in the real world environment, which makes training and learning more immersive, intuitive and interactive. X Distat provides solutions to address the knowledge gap and training challenges at workplace. Today, the workforce has changed, with older generation retiring and leaving knowledge and experience gaps, and younger generation switching jobs more frequently and needing more on-the-job training. Therefore, organizations are constantly looking for ways to better transfer knowledge and provide efficient training.

www.distat.co

InCyber is an Israeli company that is changing the way organizations are dealing with insider threats, enabling companies to catch the malicious and non-malicious users hiding in their organization months in advance. X At InCyber we created the first cyber prediction solution that predicts insider threats by using both internal and external sources of information. It allows us to tell companies who are the users in its system that have a bright red light above their heads, who are at the highest risk level. We are the first company that we know of that does prediction of insider threats months in advance. Our software is a standalone product that is not rule or agent based, and we have nearly zero false positives. The software can be installed either on premises or on the cloud. Our operations have been very successful so far on tens of thousands of employees and users screenings. Oh, and the cost of our software is much less expensive than other software in the market.

www.incybersec.com

Marketers are drowning in data. With so much information to process, they’ve become both overwhelmed by decisions and overcome by indecision. The result is too much time wasted deciphering analytics, with no ROI to show for it. MAXG is the world’s first B2B marketing and sales insight and recommendation engine, MAXG (Marketing Advisor for eXponential Growth) turns your data into direction. More than just another analytics dashboard, MAXG uses AI to deliver prioritized recommendations eliminating the guesswork from marketing and driving better and faster results. Now marketing and sales leaders can skip the dashboards and go right to the action plan! #skipthedashboard.

www.maxg.ai

Open Health Network is using blockchain and smart contracts to enable consumers to control and monetize their health information. Powered by artificial intelligence and big data analytics, the company’s platform enables rapid development of mobile health applications and chatbots for patients, healthcare providers, payers and medical researchers.

www.openhealth.cc

SmarTECHS unlocks the full potential of frontline teams through a practical, secure, and scalable industrial augmented reality solution. Empower your field technicians to work safer, faster, smarter. X SmarTECHS is built on an IoT platform and is paired with industrial smart glasses to provide hands-free context relevant information. We empower technicians with only the relevant information they need, ensuring the work is done precisely, without any guess-work. Should technicians need support in the field, our Remote Expert solution brings a remote expert on site instantly with video call, screen,and document sharing. X Typical clients see productivity increase by 20%, first time fix rate improvement up to 80%, drastic reduction in errors, and guaranteed compliance and traceability.

www.smartechs.io

Yellowdig is a gameified social learning platform that naturally engages users, builds connections, and organically disseminates information through your entire organization or network.

www.yellowdig.com

2018 Participants

Aerial Applications is a web application designed for infrastructure companies that makes storing, viewing, and sharing drone-based data easy and intuitive. It functions as a system of record for inspections and physical asset information, and empowers users to interact with their assets in an annotatable, accurately measurable 3D environment. It supports a wide range of file inputs and outputs, and can securely store critical operational information for entire asset portfolios – from full networks of energy/communications transmission lines, to tens of thousands of cell towers. Aerial’s interactive mapping environment makes finding information about your assets faster and easier than ever before.

aerialapplications.com

Apprentice.io provides industrial augmented reality solutions designed for operation in complex lab and manufacturing environments that deliver a positive ROI and satisfies industry demand while meeting regulatory compliance standards. The GMP/GLP compliant platform utilizes the latest in augmented reality and artificial intelligence to enhance human ability and create a synergistic relationship between humans and technology that empower engineers and scientists. Users gain with hands-free access to remote troubleshooting tools, process and workflow aids and intelligent data capture through smart glasses, ushering in usher in a new age of industry efficiency, safety, audit readiness and mobility that allows organizations to better connect and compete globally. Apprentice.io has global product deployments in pharma, biotech, cosmetic, consumer goods and chemical facilities across the U.S., Asia, Europe and South America.

apprentice.io/

Buildings have become increasingly intelligent, yet the fastest growing source of energy usage —devices distributed throughout buildings — remain disconnected from any centralized point of control. Energy solutions companies lack the tools to provide their customers a way to manage, or even understand this massive energy expenditure.
Bert® provides the end-to-end solution: innovative technology that empowers organizations to have seamless control over the ‘everything else’ in buildings. Using patented technologies and a facility’s existing Wi-Fi network, Bert® remotely measures, controls and schedules plug load energy use at both the device and circuit level.
A trusted service partner, Bert® takes complete responsibility for each aspect of energy management, from survey to completion. Energy solution companies can be confident their guarantees of efficiency and building intelligence will be realized, and their customers will experience the full potential of Bert’s technology, every single time.

bertbrain.com

Boost Linguistics offers an editing tool designed to help writers create marketing content (articles, blogs, social media posts, etc.) that inspires audience engagement every time. Our text editor does this by using natural language processing to analyze your text for the five basic emotions. Once the analysis is complete the writer selects a target emotion for their content (joy, sadness, etc.). With the target emotion selected, the editor will recommend changes to your wording to help elicit the target emotion in your audience. Understanding and eliciting the correct emotion in your audience has improved conversion/engagement rates across several industries.

boost-ling.com

Dash has drastically lowered the compliance burden in healthcare. Dash Compliance Automation Suite transforms the manual and time intensive HIPAA compliance process. As the industry’s first solution to connect administrative controls to technical safeguards in the AWS cloud, Dash empowers healthcare vendors to commercialize faster and market their solutions to health systems. In turn, those very health systems leverage dash to ensure data security and minimize 3rd party risk. A recurring software revenue model ensures high margins, and our leadership team has the hands on expertise to solve the problems in compliance at both the engineering and business levels.

Dashsdk.com

HeavyWater built a transactional AI platform (AIVA), to automate manual processes in the financial industry. AIVA’s first application is in the mortgage industry: automating loan production from mortgage intake to processing to servicing. Compared to competitive robotic process automation (RPA) tools, AIVA is 2x+ more accurate and an investment in a platform for automating future, higher value job functions (i.e., beyond repetitive and redundant tasks). Today, AIVA is in production, automating processes for 1M+ loans across: (a) mortgage intake (top 3 credit bureau), (b) mortgage processing (several leading originators) and (c) mortgage servicing ($20B insurance broker/advisor). In the future, HeavyWater aims to leverage the data we are processing to train AIVA to automate across the mortgage production value chain, including high-level cognitive functions that today ‘require’ human judgment – ultimately creating a “black box” that can run an entire back-end mortgage process with little-to-no manual intervention.

Heavywater.com

HiveIO’s Software Defined Data Center solution provides the value and simplicity of the Public Cloud to private data center clients and MSPs at half the cost and twice the performance. HiveIO’s unique zero-layer architecture natively includes built-in security and eliminates the need for proprietary hardware, which allows customers the ability to leverage commodity computing. Our unique Message Bus Architecture is Artificial Intelligence ready. Hive Fabric™ architecture is used by customers across multiple verticals with diverse workload types including VDI, VSI, Grid compute and Hadoop environments. Hive Fabric™ replaces expensive hardware, complex licensing and vendor bloat with streamlined and disruptive Swarm-based nodes that predictively scale and auto heal. The value of Hive FabricΓäó is that organizations of all sizes can implement a holistic, easy to use an end-to-end stack that provides computing at a significantly reduced cost.

Hiveio.com

indico is an enterprise AI solution for unstructured content. Our focus is on helping to automate tedious back-office tasks, improving the efficiency of labor-intensive document-based workflows, and extracting valuable insights from unstructured content, including text and images. Our breakthrough in solving these challenges is an approach known as transfer learning, which allows us to train machine learning models with orders of magnitude less data than required by traditional content analysis techniques. With indico, enterprises are now able to benefit from the dramatic advantages of machine learning at a fraction of the time.

indico.io

Slyce is the market-leader in image recognition for retail, powering visual product search for retailers such as Macy’s, Home Depot, Best Buy, JCPenney, Neiman Marcus, and Tommy Hilfiger. SlyceΓÇÖs service can identify virtually any product from an image, and enable customers to snap a photo to buy something, add it to a wish list, find it in store, or create another retail moment.

Slyce.it

At Translator, we believe that getting Diversity & Inclusion right can enable a better workplace and prevent potential damage. We created the first and only 360 platform for enterprise Diversity & Inclusion, providing companies and their employees with the best technology right at their fingertips. Through chat support, interactive learning tools, and virtual reality, employees can more easily navigate challenges at work and embrace differences. By offering a unique combination of the best technology and the right people, Translator lets companies build a better culture, and ultimately, improve their bottom line. Founded in 2016, Translator is on a mission to spread empathy and equality through #EqualityTech.

translator.company

Vognition provides patented technology and software tools delivered through a SaaS operating environment with voice user interface middleware to manufacturers seeking to capitalize on the exploding voice driven IOT market (home and industrial).

Vognition.com

2017 Participants

51maps allows organizations to easily enable their entire application portfolio to run on consumer devices. Our architecture provides access in a manner that is more secure than locked down PC’s behind the firewall. This delivers a seamless, native feeling, role based experiences on any device.

Our application bus technology securely integrates any application (legacy, custom, cloud, or native) without changing source code. This allows employees to pass information between disparate applications.

Our audit capability allows organizations to gain visibility, down to individual key strokes, around all user activity. This can be used for fraud investigation, productivity improvement, training, time & motion studies, and much more. This functionality makes 51maps the first source of organizational Big Data on processes, activities, and outcomes across the enterprise.

51maps.com

DivvyCloud software enables organizations to achieve their cloud computing goals by simplifying and automating security, compliance and cost optimization of public and private cloud infrastructure. Using DivvyCloud, customers can leverage programmatic Bots to identify and remediate common cloud problems in real time. DivvyCloud was founded by seasoned technologists who understand first hand what is necessary to succeed in today’s fast-changing, multi-cloud world.

divvycloud.com/

Fishtown Analytics is building a modern workflow for data analysts. Its product, dbt (data build tool), helps analysts write modular, high-quality analytic code by borrowing elements of the software development workflow. dbt is open-source, and used in production today by analytics teams at Casper, Seatgeek, Credible, and dozens of other companies.

Fishtownanalytics.com

Journey Sales makes it easier for your customers to buy with Smart Rooms, an Account-Based Selling solution built on Salesforce®. Smart Rooms are private customer experiences built for each account and opportunity, where buying and selling teams can engage, collaborate, and build consensus. With Smart Rooms, enterprises create personalized buying experiences for their strategic accounts at scale and build deeper relationships for improved cross-sell and upsell opportunities. In addition, track the digital body language of your customers to understand who is most engaged and what they are engaging with. Executives receive deep insight into accounts to predictably close more valuable deals.

journeysales.com/

Focusing on rare disease, cancer and patient reported outcomes, Pulse Infoframe, a data insights and precision knowledge company, delivers real-time analytics and visualization to advance knowledge, improve outcomes, generate real-world evidence and accelerate time-to-value. Pulse Infoframe uses their software to capture and aggregate data from multiple sources, making it available to relevant stakeholders and offering numerous benefits including dramatically improved efficiency, productivity and collaboration, which are required for value-based care. Pulse is a 21st Century asset for healthcare.

pulseinfoframe.com

RiskLens is the leading provider of cyber risk quantification software. RiskLens empowers large enterprises and government organizations to manage cyber risk from the business perspective by quantifying it in dollars and cents. Our customers leverage RiskLens to understand their cyber risk exposure in financial terms, prioritize their risk mitigations, measure the ROI of their security investments, and optimize their cyber insurance coverage. RiskLens is the only cyber risk quantification software purpose-built on FAIR, the only standard quantitative model for cyber security and operational risk.

risklens.com

TimelinePI is a SAAS-based analytics and visualization platform that provides a new approach to understanding operational data in the context of its related business processes. Using its patent-pending Timeline Analysis approach to analyzing event data, TimelinePI accepts event data from any number of systems and automatically reconstructs the underlying business process logic behind the data. A variety of pre-built analyses to quantify process performance, identify process execution issues and perform root cause analysis are available to users. The TimelinePI platform also supports operational monitoring through its continuous assessment of new event data to determine if any adverse conditions occur and can immediately notify business operations personnel so they can take action.

timelinepi.com

Your organization will only ‘touch’ your customers in three or four situations – retail, website, service delivery and your contact center. And when your customers call, send emails or start chat sessions, they are usually telling you what’s wrong with your products, policies, pricing and competitors. Are you listening?

TopBox’s cloud-based application analyzes your customer interactions by automatically transcribing, interrogating and categorizing them to reveal the root cause of customer experience, product, sales, marketing and operational problems.

With a subscription pricing model, easy installation, unlimited user licenses, and an intuitive user interface, TopBox is unlike anything on the market. Founded by customer experience industry veterans, TopBox was created to fill the void of customer contact analytic solutions that yield truly actionable insights and a clear ROI.

topbox.io

VitalTrax is transforming how clinical trials are run by putting patients and investigators at the center. VitalTrax delivers a complete patient engagement and data collection solution for clinical trials comprising of a cloud based enterprise platform and a mobile application for patients. For clinical study teams, VitalTrax delivers an enterprise platform to design and run trials efficiently. For sites, VitalTrax makes it easier to recruit and communicate with patients during the trial. VitalTrax mobile app solution, Wing, is a world-class patient engagement tool that provides a way for patients to search for trials, apply to become a volunteer and participate in the trial.

vitaltrax.net

Widget Brain is passionate about creating smart solutions that have a real impact on daily life: algorithms that lower CO2, improve recycling rates, deliver faster, prevent critical failures and decide autonomously.

We are ambitious in achieving our vision of the future. In that future, we see a connected universe of things, capable of outperforming everything else in the analogue world in terms of superior service, lowest costs, and compatibility with other smart devices. We cover the full digital ecosystem, including smarter cities, smarter factories, and smarter supply chains.

Our customers use Widget Brain software to monitor their water pumps to detect leaks, forecast fill rates in waste containers to optimize service routes, and collect usage data to monitor equipment and predict maintenance moments.

widgetbrain.com

Wylei is a next generation AI Machine Learning company and is the pioneer of Predictive Content, which is digital content that automatically assembles itself in real-time for each impression with deep and precise predictive intelligence. Wylei leverages its AI engine by ingesting 1st, 3rd, and real time contextual data to determine the best combination of content to serve to a consumer. Wylei can optimize content in real-time for any channel, enabling 1:1 personalization at scale across any channel including email, web, mobile and video. Our predictive cloud does the heavy lifting and automatically defines dynamic micro segments, testing and predicting to achieve the highest ROI.

wylei.com

2016 Participants

AlphaPoint

AlphaPoint is a financial technology company that powers digital asset exchanges and provides institutions blockchain-enabled solutions to store, track, and trade digital assets. Its secure, scalable, and customizable platform enables customers to deploy blockchain technology to innovate, differentiate, and transform their businesses. AlphaPoint powers over 20 digital asset exchanges on 5 continents, and is led by a seasoned team with 50+ years in financial technology. AlphaPoint has offices in New York City, Philadelphia, and San Francisco.

www.alphapoint.com

Boxter

Funnl, a SaaS product created by Boxter, answers questions about the top of your sales funnel. It’s an intelligent analytics solution for online businesses. Funnl enables fast ROI measurement and optimization for growth channels like Facebook ads or content marketing. The innovative semantic user interface allows you to quickly get detailed answers from websites and online marketing efforts without needing any technical training. The software brings powerful enterprise grade functionality to small and medium-sized businesses. Requiring less than an hour in training and setup time to get started.

www.boxter.co

Cloudamize

Cloudamize is an analytics software company that helps companies get the most out of their investments in cloud computing. Our SaaS-based analytics platform helps our customers and partners make confident, data-driven decisions at each stage of the cloud journey – from assessing options, to planning migrations, to managing cloud deployments for maximum value. With Cloudamize, companies have experienced significant monthly savings on their cloud deployments, while simultaneously increasing performance.

www.cloudamize.com

DryDock

Mobilizing digital content is the easy part but getting your sales teams to adopt mobile in their sales process is challenging. The DryDock mobile platform helps engage field sales, making their sales process more productive and efficient.

DryDock is a mobile app and content management system rolled into a single product. Instead of forcing reps to search for content in online repositories or web portals, sales teams quickly access your curated content in a secure mobile app. Plus, DryDock does not charge by seat license because everyone who can increase revenue should benefit from high impact sales information.

www.drydockinc.com

MLeads

MLeads is a comprehensive SaaS mobile platform for leads and event management process automation. MLeads allows event organizers, exhibitors, business owners, and sales and marketing professionals to manage leads and organize events from any devices anywhere, increasing productivity, efficiency and opportunities. The platform allows users to capture and collect leads, research leads, perform follow-up, and measure and manage ROI across sales and marketing teams. The platform is feature-rich, affordable, and easy to use compared to other solutions.

www.myleadssite.com

OpsDataStore

OpsDataStore is the Real-Time Data Fabric for IT Operations. We collect data from your strategic platforms (VMware) and tools (AppDynamics, Dynatrace, ExtraHop) and combine these disparate streams of data into real-time topologies. You can prevent problems that affect online service quality, solve the remaining problems more quickly, and achieve dramatic increases in capacity utilization.

We also make the combined data available to any BI or query tool, which turns the analysis and consumption of IT data into a self-service problem through tools like Tableau and Qlik. Gartner recently recommended the IT Operations become “data driven” and we are the only open and real-time platform that allows modern enterprises to achieve this. In summary we protect your online revenue and save you time and money in the operation of your environment.

www.Opsdatastore.com

PeopleLinx

PeopleLinx drives results throughout your sales funnel to create, nurture, and win deals. Founded by early LinkedIn employees, we activate social selling for B2B sales teams through individualized guidance. Reps are guided to create presence, networks and engagement with buyers. The result? Quality leads, faster sales cycles, and a higher close rate, all measureable through your CRM. Customers include Fortune 500 leaders in high-tech, finance, manufacturing and professional services.

www.Peoplelinx.com

Pneuron

Pneuron enables organizations to rapidly solve business problems challenged by highly disparate and distributed sources of value. By deploying a non-invasive “fabric” to build, deploy, and execute intelligent workflows, Pneuron’s platform sidesteps traditional and costly prerequisites and delivers solutions in less than half the time and cost of multi-product approaches.

www.pneuron.com

RedOwl

RedOwl provides information security teams a single platform to proactively monitor insider risk across the enterprise. The RedOwl platform analyzes all observable interactions between employees, contractors, devices, and applications within your organization. Only RedOwl analyzes structured and unstructured data to provide immediate and unparalleled visibility into human risk to combat intellectual property loss, detect compromised accounts, monitor privileged users and enhance forensics.

www. Redowl.com

2015 Participants

Boxly

Boxly is a touch-based dynamic document platform which allows business users to visually relate and interpret information. The dynamic document creates an app-like experience where one can share information using mobile devices without the need to write code. Boxly transforms disparate, static data into a meaningful, interactive experience.

www.boxly.com

Collected

Collected instantly finds related content from your business’ documents and presentations as you work in apps like Microsoft Word and PowerPoint, helping you and your team rediscover and get more value from your content than ever before.

www.collected.io

Livegenic

Livegenic helps organizations enhance customer service support capabilities by reducing costs, improving customer satisfaction, and mitigating business related risks. They achieve this by enabling businesses to see what the customer sees during the very first customer contact over the phone. Using real-time video streaming, they provide an ability to triage incoming issues during the first customer contact, capturing remote information, resolving user issues, and improving customer experience.

www.livegenic.com

MongoSluice

MongoSluice takes the time-consuming and expensive slog out of working with big data. It figures out what an unstructured or NoSQL database would look like if it were SQL – and then actually turns it into (and streams it to) SQL or any other RDBMs datastore. This new patent-pending technology exponentially expedites the time it takes to bring big data into business intelligence systems, providing clients with near real-time insight.

www.mongosluice.com

Nfoshare

Nfoshare is the easiest way to increase employee engagement. Each week, the tool checks in with employees using 10 second anonymous email surveys to gauge real-time employee morale & collect feedback. At the end of the month/quarter, simple, personalized research-based suggestions are sent to managers/HR to hit their goals & increase company morale.

www.nfoshare.com

SETVI

The SETVI™ Platform is a SaaS sales enablement solution for field sales forces. Our mission is to create a more efficient sales process, which enables organizations to close more deals and increase sales revenue. Version 1.0 of the product contains an intuitive content management system; a robust, but user-friendly presentation tool; and a powerful tracking system that delivers insightful analytics.

www.setvi.com

Shibumi

Shibumi is a cloud-based application that provides a secure, central location to manage initiatives and deliver better results. Whether driving new sales opportunities, executing cost optimization or managing a change portfolio, Shibumi helps teams collaborate, communicate goals and develop actionable plans so they can spend less time reporting and more time focusing on execution.

www.shibumi.com

Tesorio

Tesorio enables companies to self-finance their daily operations, streamlining early payments on invoices so suppliers get paid early and buyers optimize returns on cash. By forgoing a small percentage on their invoice, a supplier can get paid weeks earlier than typical 30 – 90 day terms. Tesorio’s algorithm calculates this percentage to be win-win: fair for the supplier to forgo and valuable for the buyer to earn given their respective costs of capital.

www.tesorio.com

2014 Participants

Rescufy (AppItUP Winner)

Rescufy was created by David and Rachel Edwards who were inspired by their son, Sammy, to simplify the standard anaphylaxis action plan. Sammy has a life threatening tree nut allergy, and they developed Rescufy so they would have a simple, fast, and reliable tool to streamline getting help in the event of anaphylaxis.

With the touch of a button, Rescufy will send critical information including geo-location, medical condition, medical history, medications, and contact information to first responders and emergency contacts. It will also auto dial 911 with a voice recording of the same information should the user be impaired by his/her condition. Rescufy simplifies the process of notifying first responders and emergency contacts, compresses time, creates redundancy, offers peace of mind, and simplifies the action plan which in turn will saves lives!

www.rescufy.com

AppItUP is a new mobile application idea challenge designed to gather the best app ideas from the Penn community and connect them with the funding and technical expertise necessary to make them a reality. AppItUP is a brain child of the University of Pennsylvania’s Center for Technology Transfer and UPstart program.

www.appitupchallenge.com

BuyerMLS

BuyerMLS™ is the real estate industry’s first and only real-time buyer marketplace. As an enterprise platform, we help brokerages and their agents increase productivity by transforming their anonymous buyer data into an asset, leading to more transactions and new listing opportunities.

www.BuyerMLS.com

Canvas

Canvas is a cloud-based software service that allows businesses to replace expensive and inefficient paper forms with powerful apps on their smartphones and tablets. Canvas enables users to collect information using mobile devices, share that information and easily integrate with existing backend systems. Canvas also offers the first business-only application store of its kind, with 13,000+ pre-built, fully customizable apps that work on all mobile platforms and serve 30+ vertical markets.

www.gocanvas.com

CLUTCH

As the premier platform for, “Consumer Lifecycle Success” (CLS), Clutch is the first and only system that helps Brands create, unify, manage, and measure success across increasingly complex marketing efforts and technology ecosystems. The goal of every retailer is optimizing the lifetime value of consumers at each stage of the lifecycle. We provide a comprehensive set of modular solutions to drive loyalty, increase consumer spend and reward brand advocacy by unifying the currently fragmented consumer experiences, wherever your customers are – in-store, online, and through mobile and social channels. We feed the customer experience, the experience feeds the brand loyalty, and the loyalty feeds the revenue.

www.clutch.com

Grassroots Unwired

The Grassroots Unwired platform is a mobile sales enablement platform for anyone conducting customer acquisition and engagement in the field and used in conjunction with their existing CRM.

The integrated SaaS platform combines a mapping system, mobile application and web portal that run in conjunction with a GPS-enabled mobile device for tracking, reporting and analytics – all in real-time.

www.grassrootsunwired.com

RJMetrics

RJMetrics helps online businesses make smarter decisions with their data. We provide the kinds of deep insights that were formerly only accessible by large companies willing to invest in full-time data scientists. With RJMetrics, any company can become truly data-driven.

www.rjmetrics.com

SocialLadder

Brands recognize traditional marketing tactics are becoming less and less effective with the Millennial consumer. SocialLadder is mobile technology, white-labeled for brands, giving them the ability to speak the language Millennials respond to – true Product Discovery rather than marketing hype.
SocialLadder is deployed by brands as either a new mobile app or embedded into their existing mobile platform. Consumers discover the brand in a gamified environment. Rewards and experiences are unlocked through a score composed of two primary components:

Influence – calculated from the size of a user’s social voice/reach
Engagement – calculated via content creating challenges
Brands build a community of influencers virally, while driving valuable word of mouth impressions and retaining ownership of the media, data and conversations generated.

www.SocialLadderApp.com

tapCLIQ

tapCLIQ offers the industry’s first responsive marketing solution that meaningfully engages mobile users at moments when they are most receptive.
Our holistic approach harnesses the value lost in disparate marketing tactics. The platform offers products for Advertising, Communication, Support, Feedback, and Research. tapCLIQ’s opinion based engagement products, generates the most authentic user data. This includes preference & intent data of highest relevance, which is not being captured today.
tapCLIQ’s mission is to enhance user experience by improving the relevance, context, and timeliness of engagement. We are reinventing how customer engagement can be and should be on mobile devices.

www.tapcliq.com

Yorn

YornÂ® – (Your Opinion. Right NowÂ®) is a real-time feedback platform for healthcare settings with early traction and compelling evidence that it helps organizations understand and improve the customer/patient experience. Optimized for mobile, patent pending and HIPAA compliant, Yorn enables providers and payers to identify root causes of potential problems and make appropriate operational changes that improve experience, satisfaction, and compliance with care plans. Yorn delivers clinical and economic benefit that can correlate to higher quality ratings on performance.

www.yorn.com

About PHORUM

Phorum will take place as a fully remote conference.

PHORUM 2020 REIMAGINED RESOURCES:

Summer Series Sessions and Details

ON-DEMAND CONTENT

Fireside Chats with Peter Coffee, VP of Strategic Research at Salesforce and:

UPDATED VIRTUAL AGENDA FOR CONFERENCE KEYNOTE SERIES:

October 7 & 14 2020
Networking to follow each session in PACT’s Virtual Lounge

Mark your calendars for our three-part Phorum Conference Series over two days:

October 7 , 2020 Agenda and Details

October 14, 2020 Agenda and Details

PHORUM REGISTRATION INCLUDES:
Join us for the Phorum 2020 Conference Series and access exclusive content! Register Now.

About Phorum

Philadelphia’s premier enterprise technology conference, purposely designed for CIOs, CTOs and other business and technology executives focused on how enterprises can maximize the business value of specific technologies and innovation.

Industry thought leaders as well as hands-on practitioners will provide engaging content through keynotes, panels, and interactive discussions to help businesses and technology executives understand how technology can be pragmatically applied to transform the enterprise and achieve strategic business goals.

In addition, the conference will also feature the popular “Phorum Demo Pit” where conference attendees experience, first-hand, some of the most innovative technologies being developed in and around the Philadelphia region. We’ll also feature the Showcase Exhibition for cutting-edge technology companies to meet and demo their product with key enterprise decision makers.

Each year top executives from around the country gather at Phorum in a highly entertaining and collegial atmosphere.

Stay Connected with PACT’s Phorum Community
In the summer months we’ll be rolling out digital content and virtual events featuring our Phorum speakers and demo pit companies, as well as the Phorum mobile app with built-in networking features – delivering connectivity and thought leadership right to your doorstep. Information and registration for upcoming events are highlighted above.

Need more info? Take a look at last year’s Phorum Program Book.

About PACT

Driving Innovation and Growth for Businesses and Entrepreneurs in the Philadelphia Region

Philadelphia Alliance for Capital and Technologies (PACT)’s vision is to be the go-to resource for fast growing companies and a driver of entrepreneurship and innovation in Philadelphia.

At PACT, we provide our members with valuable content and connections to capital, coaching, talent and customers that will accelerate their growth and success, and to collaborate with other organizations to drive innovation and entrepreneurship in the region.

Learn more about PACT

Advisory Board

Sanjay Sharma
Advisory Board Chairman
SEI

[email protected]
https://www.linkedin.com/in/sanksha/

Sanjay K. Sharma has 20+ years of Global financial solutions delivery, IT Strategy and implementation experience spanning across 11 countries with the delivery of USD 2 billion+ ITFS programs.

Sanjay is currently Chief Technology Officer of SEI Investments where he is responsible for SEI Wealth Platform (SWP) delivery to keep pace with business, operations, technology and regulatory trends and growth objectives. Sanjay is also responsible for SWP technology strategy, global workforce management, DevOps, vendor management, quality assurance and performance engineering.

Before joining SEI, Sanjay held several key global delivery positions, including Head of Delivery, Europe for a global ITFS consulting company; Head of Delivery ITFS Solutions, North America for a global top 10 IT consulting company; and Head of Implementation, ITFS Solutions for a global top 10 IT consulting company.

Currently Sanjay is also a member of ‘Client Advisory Board for Digital’ for a Global IT firm and a member of ‘SEI Advisory Board for Diversity’.

Sanjay has a master of engineering from the Indian Institute of Technology Roorkee, India, specializing in systems engineering, Business English Communication from the Cambridge University, UK, Machine Learning from the Stanford University, Business on Board leadership development program through Arts & Business Council of Philadelphia and have attended the Wharton School Fellows program.

Lloyd Adams
SAP North America

[email protected]
https://www.linkedin.com/in/lloydadams1/

Lloyd Adams is the managing director of the East region, responsible for the strategic direction, customer success, profitability and overall leadership of one of SAP North America’s larger market units. Named the 2018 North America Market Unit of the Year, the region’s talented team covers all lines of business, including cloud and on-premise software as well as service and support to hundreds of customers from small businesses to large corporations across a multitude of industries.

Prior to his current role, Lloyd oversaw SAP’s Utilities business in North America, and before that, was chief operating officer of Regulated Industries, where he drove the strategy, operations, revenue performance, and overall customer satisfaction in markets across the United States.

Since joining SAP in 1998, Lloyd’s career trajectory has included a progression of presales, inside sales and marketing leadership roles, and posts in the U.S. and Asia Pacific region. As chief of staff for SAP North America, he was responsible for the holistic management of the regional president’s office, ensuring quick and full execution of programs and communications, balancing the president’s responsibilities to North America employees, customers, and the SAP Executive Board. In Singapore, he served as vice president of Field Marketing for industry, solutions and services, and the small to medium enterprise market segment in the Asia Pacific region.

Other management roles have included leading Innovation Sales (Platform, Analytics, and Mobility), Industry Business Development, Value Engineering, Ecosystem and Channels, and presales teams aligned to the Regulated Industries business.

Lloyd began his career in human resources with Arthur Andersen (renamed Accenture in 2000). He holds a bachelor’s degree and an MBA from the University of Notre Dame in Indiana.

Allen Born
Fairmount Partners

[email protected]
http://www.linkedin.com/in/allenborn

Allen Born is a Director at Fairmount Partners. Allen focuses on originating and executing middle-market investment banking transactions in the Internet and Cloud Computing sectors. He has advised on exclusive sale assignments, buy-side transactions, financings, and various other strategic advisory assignments and has completed more than 50 transactions totaling over $13 billion in consideration.

Srinath Chigullapalli
Vangaurd

[email protected]
https://www.linkedin.com/in/srinath-chigullapalli-2b1542/

Srinath Chigullapalli is a Senior Program Manager at Vanguard currently serving as the Head of Personal Advisor Service Modernization. In his current role he is leading the efforts to scale Vanguard’s advise services to all investors. He has previously held several senior roles at Vanguard including Head of Legal & Compliance IT and Head of IT Workforce Planning.

Srinath joined Vanguard in 2001 as a developer and has held multiple positions including leading the emerging technology evaluation group, piloting Vanguard’s march towards Continuous Delivery and hosting Vanguard’s first internal hackathon. Most recently he was responsible for conceptualizing and hosting several events at Vanguard with startups in the Fintech, RegTech and AI domains to promote innovation.

Srinath holds a Bachelor of Technology degree from Indian Institute of Technology (IIT Madras) and a Master of Science from Pennsylvania State University (University Park).

Peter Coffee
Salesforce

[email protected]
https://www.linkedin.com/in/petercoffee

Peter Coffee, VP for Strategic Research at Salesforce, has been with the company for 13 years. His global work supports Salesforce efforts in CIO strategies, security practices, and delivery of connected product and “big data” solutions through collaboration with account teams in many industries.

Sean Dowling
Osage Venture Partners

[email protected]
https://www.linkedin.com/in/seandowling1

Sean Dowling joined Osage full time as an Associate in 2011, after interning with Osage as a Summer Associate in 2010 while pursuing his MBA. Prior to business school, Sean spent five years at the Monitor Group in London, UK and Boston, MA where he served as a senior case team leader and member of Monitor’s marketing strategy group, m2c. At Monitor, Sean focused on integrating marketing strategy and organizational design to enable Fortune 500 multinational companies to achieve sustainable growth, primarily in the consumer packaged goods and life sciences industries.

Sean serves as a board member of Brazen, ExecOnline and redIQ. He is also an observer of Canvas, Collections Marketing Center, Pneuron, Phone2Action, RackWare, Sidecar and Wylei.

Sean completed his MBA, with honors, from the University of Pennsylvania’s Wharton School and graduated magna cum laude from Princeton University with a degree in Economics.

Sean currently serves as the Treasurer of the Board for Community Partnership School, a pre-K to fifth grade independent school in Northeast Philadelphia that serves low-wealth, low-income students from the surrounding neighborhoods. He is also a member of the investment committee for Wharton Impact Investing Partners, a student run impact investing organization at Wharton.

David Egan
Comcast Business

[email protected]
https://www.linkedin.com/in/davidegancomcast

David Egan is the Senior Director of Enterprise Services for Comcast Business in the Freedom Region, which includes PA, NJ and DE. David is responsible for all sales and service delivery activities for both the Enterprise and Mid-Market segments for Comcast Business in the Region. Under his direction, David’s team is charged with leading one of the company’s largest growth opportunities to further differentiate Comcast from the competition in the tri-state area.

Prior to joining the Freedom Region in 2014, David spent over 10 years with Comcast Business in the Chicago Region in a variety of management and sales roles before moving to Philadelphia.

David has a Bachelor of Science degree in Economics from Northeastern Illinois University and a MBA from Lake Forest Graduate School of Management.

Dennis Hancock
Pfizer

[email protected]
https://www.linkedin.com/in/hancockdennis/

Dennis Hancock leads the Global Commercial Solutions organization for Pfizer Business Technology and has responsibility for strategy and delivery across three centers of excellence: Mobile and Emerging Technologies, Digital Marketing, and Sales Force Enablement.

Mr. Hancock and the teams he leads have received a number of awards: including the #10 spot on InformationWeek’s Elite 100, a CIO 100 award for Innovation, and consistent accolades for execution in the areas of Digital, Mobile, and Embracing SaaS and Cloud solutions at an enterprise level resulting in repetitive annual savings to Pfizer of > $50MM.

Mr. Hancock has been with Pfizer for 20 years, and was recently elected to the Board of Directors for the Greater Philadelphia Alliance for Capital and Technology.

Ryan Hicke
SEI

[email protected]
https://www.linkedin.com/in/ryan-hicke-8109103

Ryan is the head of SEI’s Wealth Platform. In this role, Ryan is responsible for the technology resource and delivery teams driving the creation, deployment and continuous innovation of SEI’s global Wealth Platform solution.

Ryan began his career with SEI in 1998 at the corporate headquarters in Oaks, PA before moving to the UK in 2001. During his tenure in the UK, Ryan held many leadership roles including running the SWP UK business from 2012-2014.

In his current role, Ryan is also a member of SEI’s corporate Executive Committee.

Ryan has a Finance degree from St. Joseph’s University and lives in Bryn Mawr with his wife and five children.

Michael Janke
Pfizer

Michael.Ja[email protected]
https://www.linkedin.com/in/michaeljanke/

Michael is a Senior Analyst in Emerging Technologies at Pfizer. He is focused on identifying the latest start-ups and new products that can be leveraged to meet business needs at Pfizer. These findings are
communicated throughout the company via a web site, newsletter, social media, and podcast, as well as on site events and global webcasts. Further work is done through research, experimentation, and hackathons that lead to full scale projects. Recent projects have focused on virtual reality, voice assistants, and chatbots.

Michael earned an MBA from Penn State and a B.S. in Computer Engineering, also from Penn State. Prior to business school, he was a software engineer at Lockheed Martin.

Kevin Jurrens
Broadpath

[email protected]
https://www.linkedin.com/in/kevin-jurrens-158a413/

Kevin Jurrens serves as Director of Operations for Broadpath, Inc., the Philadelphia region’s largest public relations and content marketing firm solely focused on technology and high-innovation companies.

Kevin is responsible for overseeing operations of the Firm. Additionally, he oversees the firm’s consulting to companies in the Supply Chain, Cloud Computing and FinTech industries. Through the years he has advised companies like Comcast, Rajant Corporation, AT&T, Cross Atlantic Capital Partners, Voxware and many others to successfully position and grow in competitive markets.

As part of Broadpath’s ongoing commitment to furthering the positive impact technology makes in the Philadelphia region, Kevin head’s up the Firm’s pro-bono efforts for PACT and Bunker Labs PHL.

Prior to joining Broadpath, Kevin was an Account Supervisor for GGPR, a boutique PR firm where he managed a variety of accounts in both B2B and B2C technology industries. Kevin holds a BA in Communications from Monmouth University.

Terrence Kerwin
Fox Rothschild LLP

[email protected]
https://www.linkedin.com/in/terry-kerwin-43393371/

Terry Kerwin is a partner in Fox Rothschild’s Emerging Companies & Venture Capital practice group and represents clients across a range of industries, including those in the technology, software, medical device, pharmaceutical, energy, clean tech, health care, manufacturing, financial services, and e-gaming industries. He regularly advises startup and growth stage companies on various matters from formation to exit, such as entity formation, corporate governance, private equity and venture capital financings, commercial contracts, employment issues, intellectual property protection and licensing, and mergers and acquisitions. Terry has been recognized by Chambers USA as a leading attorney in both the Startups & Emerging Companies and the Corporate, M&A & Private Equity practice areas.

Nate Lentz
Osage Venture Partners

[email protected]
http://www.linkedin.com/in/nvlentz

Nate joined Osage Venture Partners in 2008 and as Managing Partner oversees investment and portfolio management activities. He serves on the Board of Directors of BA-Insight, Canvas, InstaMed, FieldView, OpsDataStore, PeopleLinx, Pneuron, Phone2Action, RackWare and Sidecar. He is also a board observer of 51Maps, Brazen, ExecOnline, Identropy and ResiModel and formerly was on the board of Carnegie Speech and Medallion Analytics. He is a member of the Technology Investment Advisory Board for Ben Franklin Southeast Pennsylvania. Nate is a frequent speaker and panelist at venture events and is actively involved with numerous venture focused organizations including PACT, NJTC, MAVA, GCV, and Early Stage East.Prior to joining Osage, Nate was President and CEO of Verticalnet, Inc., a publicly traded SaaS solutions provider, which was sold in January, 2008 to Italy-based BravoSolution. He served as the Malvern, PA- based Verticalnet’s CEO for over five years and was attributed with leading the transformation of Verticalnet from an online operator of web portals to a proven software solution provider, while navigating the company through a financial turnaround. Prior to Verticalnet, Nate was a Partner at Mercer Management Consulting and led both the San Francisco and the Hong Kong offices. During his time at Mercer, he worked closely with multinational companies and high growth emerging businesses both in the U.S. and in over fifteen countries across Asia, Europe, Africa and the Middle East. Nate began his career at Chemical Bank in New York providing lending and structured finance services to mid-size companies. He is a graduate of Brown University and of the Stanford Graduate School of Business where he graduated with honors.

Suzanne Lentz
Anexinet

[email protected]
http://www.linkedin.com/in/suzannelentz

As the CMO of Anexinet, I am responsible for leading an integrated marketing and brand strategy and all related programs, which will ensure effective and efficient use of marketing investments for Anexinet’s internal and external brand. My specialties include: business research and analysis; business, marketing and sales strategy; multi-channel customer and employee engagement; sales; content development; and various marketing and sales technologies.

Anexinet is focused on technology-enabled business transformation strategies and solutions. Anexinet customers benefit from our holistic approach—from engaging front-end interactions to dependable back-end solutions, all informed by data-driven insights. Because truly great digital experiences rely on the smooth operation of all interconnected elements: beautiful front-end applications, modern distributed architecture, private/public cloud, Dev/Ops and Agile/SAFE processes, and data-driven insights. Some companies focus on application design, others handle your infrastructure, and then there’s Anexinet.

Jason Mahoney
Pfizer

[email protected]
https://www.linkedin.com/in/jasonmahoney/

Jason is a Director of Regulated Program Delivery at Pfizer Inc. He has a passion for building operationally effective teams immersed in cutting edge technology tailored for practical business applications. Jason is a creative leader who delivers high quality cost effective processes and business systems.

Jason has been focusing on mobile application Software Medical Devices (SMD) bringing Pfizer’s first mobile SMD to market. He also established a regulated mobile delivery capability to efficiently and compliantly deliver future programs. Previously, he was a Program Manager leading Pfizer acquisition and divestiture initiatives. He started his career at Accenture in their technology consulting practice.

Chris McNabb
Dell Boomi

[email protected]
https://www.linkedin.com/in/chris-mcnabb-a555325

Chris is the Chief Executive Officer of Dell Boomi where he is responsible for all operations and strategic direction. Chris brings over 20 years of software development and line of business experience from a diverse set of prior roles that include software development, professional services, LOB leader and consulting. In his role at Dell Boomi, Chris is constantly engaged with customers and partners to ensure alignment between business needs and Dell Boomi’s strategy and operations.

Chris joined the Dell Boomi team in 2011 following a 12 year career with SunGard Higher Education. In his prior roles, Chris was SVP of worldwide software development and had responsibility for all software execution, delivery and quality to over 1600 customers. Chris spent two years as a management consultant at a subsidiary of Pennsylvania Blue Shield advising on project management and quality assurance initiatives to improve development execution. Chris started his career in software development in the financial services sector holding various engineering and management roles.

Chris attended Indiana University of Pennsylvania (MIS) and Villanova (Business).

Dean Miller
PACT

[email protected]
https://www.linkedin.com/in/deanmiller/

Dean serves as President and CEO of PACT (Philadelphia Alliance for Capital and Technologies), the largest resource in the Philadelphia region for investors and healthcare and technology entrepreneurs.

Dean also serves as Managing Director of the PCOM Primary Care Innovation Fund, a venture capital fund focused on healthcare innovations, particularly those focused broadly in the field of primary care. Dean brings close to 20 years of investment experience to the PCOM Fund.

Dean was previously Managing Director at Novitas Capital where he focused on venture capital investments across healthcare and technology. He led investments in and served as Chairman or Director of Agile Therapeutics (NASDAQ: AGRX), Cernostics, Inc., Renal Solutions (acquired by Fresenius (NYSE: FMS)), Incurrent Solutions (acquired by Online Resources (NASDAQ: ORCC)), LearnNow, Inc. (acquired by Edison Schools), and VIPDesk (acquired by International SOS).

Previously, Dean served as the Chief Financial Officer of Adaptiv Learning Systems, a venture-backed start-up company that was spun out of the University of Pennsylvania. Dean began his career at the Chubb Group, where he held a variety of senior management positions. He holds a Bachelor of Arts Degree in Business Administration and Psychology from Franklin and Marshall College and he graduated with distinction from the University of Pennsylvania’s Wharton School with an MBA in Private Equity.

Warren Pennington
Vanguard

[email protected]

Warren Pennington is a principal and global head of Vanguard’s Office of Investment Management Fintech Strategies. The Office of IMFS mission is to actively explore new technologies in ways that could dramatically improve Vanguard’s investment performance, make global capital markets work better for investors, and serve as a catalyst for innovation within the Investment Management Group at Vanguard. IMG manages over $3.6 Trillion of assets globally, across both passive and active strategies in the fixed income, equities, currencies, and derivatives markets. Before joining Vanguard in 2012, Mr. Pennington worked for the Macquarie Group in various senior leadership roles in their Investment Management division. Prior to working for Macquarie, Warren was division controller and ran operations in the consumer lending and corporate trust businesses at Wells Fargo Bank. He earned his B.S. Aerospace Engineering and M.S. Telecommunications degrees from the University of Colorado, Boulder. He is California CPA, and serves on the SIFMA Operations and Technology Steering Committee as well as the Advisory Board of the Ben Franklin Fintech Accelerator program out of Philadelphia.

Scott Snyder, PHD
Heidrick Consulting
The Wharton School

[email protected]
https://www.linkedin.com/in/scottsnyder5g

Scott Snyder is a recognized thought leader in digital transformation and innovation, having held leadership roles at GE and Lockheed Martin, launched three new technology ventures including Mobiquity, led technology and innovation for venture capital firm, Safeguard, and now leads Digital and Innovation at Heidrick & Struggles. He is the author of two books, Goliath’s Revenge: How Established Companies Turn the Tables on Digital Disruptors and The New World of Wireless: How to Compete in the 4G Revolution and has lectured at top universities on emerging technologies, digital strategy, and innovation including Wharton, MIT, Babson, Duke, and INSEAD.

Dianne Strunk
PACT

[email protected]
http://www.linkedin.com/in/diannestrunk

Dianne Strunk is the Vice President of PACT (Philadelphia Alliance for Capital and Technologies) – the go-to resource for capital and connections for fast growing companies, and a driver of entrepreneurship and innovation in the Philadelphia region. PACT is an association that provides members with connections, capital and content that will further their growth and success and to collaborate with other organizations to drive innovation and entrepreneurship in the region. Strunk also served as the CEO of Eastern Technology Council.

Previously, Strunk worked as a commercial real estate banker for Latimer & Buck in Princeton, New Jersey. Latimer & Buck represented elite insurance companies that made $5-$150 million investments in first mortgages of commercial properties. Prior, during a decade of employment in Pittsburgh, Pennsylvania, Strunk worked in Pittsburgh’s economic development sector, specifically for the Economic Development Committee of the Allegheny Conference on Community Development.

Ken Weirman
AMETEK

[email protected]
https://www.linkedin.com/in/kenweirman

Ken Weirman is the CIO for AMETEK Inc, a $4B manufacturer of electronic instruments and electromechanical devices. He is a seasoned IT executive with extensive experience within the manufacturing and distribution industries. He has held this role since 2010.

Prior to joining AMETEK, Ken spent 16 years with Keystone Foods, a $6B international food manufacturer and distributor, where he held positions as Vice President of US Distribution as well as global CIO. Mr. Weirman also has held operating and information management positions with several leading companies, including Astra Merck, ICI Americas, CDI, and Arthur Andersen and Company.

Mr. Weirman holds a Bachelor’s of Science degree in Mechanical Engineering and an MBA with an emphasis in Information Systems. Both degrees are from Penn State University.

Chris Wilhelm
EPAM

[email protected]
https://www.linkedin.com/in/christopher-wilhelm-9669001

Chris is Vice President of Business Consulting for EPAM Systems, responsible for advising clients on business solutions, as well as the benefits and cost savings that can be realized by applying leading-edge business practices, industry trends, innovation, automation, analytics, and digital solutions to create new business and operating models.

With over 20 years of experience in professional services, Chris has worked with various Philadelphia-area and other Fortune 500 clients to solve their most challenging business problems in verticals such as telecommunications, utilities, life sciences, and consumer products/ services. He is an alumni of North Highland Worldwide Consulting, Andersen, and the Hay Group, where he drove firm growth via delivery of management and technology consulting services, thought leadership, relationship management, and recruiting.

Chris has a B.A. in Economics from William & Mary, and was a Hermes Scholar at Columbia Business School, where he received an M.B.A. in Finance.