Stay tuned for 2024’s date and location!

Phorum is an annual event where you can connect with industry executives and share ideas with industry experts and peers on emerging technologies. This year, Phorum will focus on intersectional challenges and opportunities in artificial intelligence. This day-long event offers a chance to engage in thought leadership, see pitches from up-and-coming companies, and networking that can lead to new business opportunities and collaborations.
Industry thought leaders and 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.


Last year's theme: Embracing Volatility: AI in Technology, Talent, and Planet

This year’s Phorum took place in a context of inflation rates not seen since 1990; costs of capital higher than they’d been at any of our previous gatherings; and prospects of a pivotal disruption of human capital, due to simultaneous changes in demographics and work practices, even as AI challenged whole classes of employment. Whether starting a company (and needing to interest investors who could get risk-free returns of better than 4%/year in T-Bills), or seeking approval for a technology acquisition (and facing headwinds of macroeconomic and geopolitical turbulence that weren’t predicted a year ago), the rules of many games had changed.

2023 Agenda

8:00 AM

Networking Breakfast & Registration

9:00 AM

Demo Pit Pitches
Sponsored by: Bentley Systems and Osage Venture Partners

10:00 AM

Conference Kick-off with Dean Miller, CEO, PACT & Emerging Technology Trends

We try to make every Phorum an over-the-horizon detector of imminent innovations. “Generative AI” has been foreshadowed in research (and controversy) since 1964, but its explosion into everyday use has taken place over mere months. What’s next? Conference chair Mike Bachman and Phorum regular Peter Coffee share and compare their views.

  • Mike Bachman, Boomi
  • Peter Coffee, Salesforce

10:30 AM

Innovative Executives Discuss AI

Join our C-suite panel as they delve into the transformative impact of artificial intelligence on businesses across various industries, exploring the opportunities and challenges it presents. They will discuss the strategic integration of AI technologies into business operations, highlighting the importance of ethical considerations, data privacy, and security. These leaders will also share insights on fostering a culture of innovation, investing in talent development, and adapting to the rapidly evolving AI landscape. Furthermore, the panel will address the implications of AI on the future job market and the responsibility of businesses to ensure a smooth transition and workforce upskilling. The discussion will underscore the potential of AI to drive growth, enhance customer experiences, and revolutionize the competitive landscape, while emphasizing the need for responsible and sustainable AI adoption.

  • John Cowan, Next Wave Partners
  • Tristan Handy, dbt Labs
  • Arlen Shenkman, Boomi
  • Moderator  – Caroline Yap, Google

Sponsored by: Comcast Business

11:15 AM

Future of Healthcare and AI

Fueled by the recent uptake of generative AI platforms like OpenAI’s ChatGPT and Google’s BARD, the growth of artificial intelligence (AI) is moving from the background to the foreground of healthcare.  AI is already being used to develop new digital health tools and technologies, such as chatbots, virtual assistants, and self-diagnostic tools. AI can also be used to improve the efficiency and accuracy of healthcare delivery. Everyone is experimenting with ways to enhance their own productivity and healthcare is no different. AI won’t replace healthcare workers, but it will replace ones that don’t use AI in order to better perform their jobs. 

AI also has the potential to become more transparent and help address health inequities by finding undiagnosed patients or predicting disease in under-served populations.  In R&D, we can now run AI across both identified and de-identified data sources and even at the edge to deliver new insights and discoveries that were previously impossible. 

  • Sean Lane, Olive AI
  • Irene Rombel, PhD, BioCurie
  • Matt Winkler, Takeda Oncology
  • Moderator – Scott Snyder, PhD, Eversana and the Wharton School

Sponsored by: Ametek

12:00 PM

Networking Lunch Demos & Showcase

12:15 PM

TALENT: Human Capital and the Role of AI

We’re used to a “talent pipeline” that flows from birth through workforce entry, with at least two-year latency from students choosing majors to earning entry-level degrees. What happens when generations of GPTs evolve in mere months? How do we educate, hire, and develop trainers and editors of AIs? Will AI be as much an educational solution as it is a workplace challenge?

  • Samantha Bussard, Compass
  • Vlad Coric, PhD, SEI
  • Parth Thaker, Comcast
  • Moderator – Allen Born, Fairmount Partners

Sponsored by: SEI

12:15 PM

Technology Executive Roundtable Phorum Luncheon – AI-Powered Transformation: Revolutionizing Industries in 2023
Exclusive session by invitation only

Join industry executives for a luncheon discussion on the value of AI usage. Hear from experts on a cross-industry view of AI best-practices and its impact from hiring perspective, capital increase, and beyond. Explore the type of investments companies should be making to get the most out of AI, increase ROI, and gain valuable data insights. Learn about enterprise and education frameworks using conversational AI and delve into the benefits beyond benign bot-driven processes. Don’t miss this opportunity to learn about the transformative power of this always-evolving technology and how it can revolutionize your business. And how enterprises view next steps for AI adoption.

Speakers include:

  • Ed Macosky, Boomi
  • Phil Moyer, Google
  • Andy Santacroce, Tokio Marine North America Services
  • Jing Wang, Vanguard
  • Moderator – Arlen Shenkman, Boomi

Sponsored by Boomi

1:00 PM

Stephen Wolfram on Generative AI – Fireside Chat

A pioneer in computational thinking, and in 1981 the youngest-ever recipient at that time of a MacArthur “genius grant,” Stephen Wolfram has been enlarging the scope of knowledge-based computation since he began developing his Mathematica system for technical computing in 1986. Few people are so thoughtful, and so illuminating, on the subjects of what these tools can and will do. Phorum is privileged to bring you his insights in a conversation with Peter Coffee, VP for Strategic Research at Salesforce.

Sponsored by: Fairmount Partners

1:45 PM

Networking Break

2:15 PM

AI: Risk Management and Legal Compliance

Who owns the training data and the output of generative AI?  What opportunities do companies have to create IP using generative AI, and protect against claims from others?  These topics and more are discussed in a fireside chat with the Co-Chairs of Fox Rothschild’s Technology Practice.

  • Terry Kerwin, Fox Rothschild
  • Jim Singer, Fox Rothschild

Sponsored by: Fox Rothschild

2:45 PM

AI: Good vs Evil 

Witness a gripping debate into some controversial aspects of artificial intelligence and its potential to either usher in an era of unparalleled abundance or spell doom for humanity. Join our speakers as they offer expert opinion on a range of topics about AI. They will examine AI’s undeniable promise to solve global challenges, enhance human capabilities, innovate education, transform healthcare, and elevate the quality of life for all. They will also peer into the dark side of AI, discussing concerns over the development of autonomous weapons, the loss of privacy, inequality, and the potential for AI to be weaponized by malicious actors. As they grapple with these conflicting perspectives, the panelists will challenge the audience to confront their own beliefs about the role of AI in shaping the future of our species.

  • James Thomason, The Next Wave
  • Ethan Mollick, PhD, Wharton
  • Caroline Yap, Google
  • Moderator – Mike Bachman, Boomi

Sponsored by: Vanguard

3:45 PM

Wrap Up & Demo Pit Best in Show

​​Putting It All Together – Emergence and Expectation

Having started our day with what’s “emerging,” we’ll end with some thoughts on what may be “emergent” – what happens when simple changes combine in unexpected ways. What does this year’s Phorum offer us in potential emergent opportunities – and challenges? Peter Coffee delivers his annual, real-time endnotes on our day and shares a pre-recorded conversation from earlier this week with Esther Dyson, founding chair of the global Internet coordinator ICANN and multi-decade thought leader and angel investor.

  • Peter Coffee, Salesforce
  • Esther Dyson, EDventure Holdings

Sponsored by: Bentley Systems and Osage Venture Partners

4:00 PM

Networking Reception


Mike Bachman


Mike Bachman, affectionately dubbed “Bachman” by peers, is Boomi’s Principal Architect for Emerging Technology. With over two decades of expertise, he has assisted executives and their teams in overcoming complex obstacles through innovative tech solutions. Bachman’s background encompasses AI R&D, data pipeline development, infrastructure planning, application integration, performance analysis, and the exploration of nascent technologies.

Currently, he delves into pioneering and groundbreaking innovations, applying them to diverse use cases and patterns, ultimately crafting inventive problem-solving approaches. Bachman’s goals extend to aiding businesses in leveraging cutting-edge advancements for addressing social and environmental concerns. A published author, voracious learner, and technology thinker, he revels in acquiring languages, indulging in literature, running, tuning into podcasts, embarking on hikes, and savoring travel adventures. Spending quality time with his family is his priority.
Bachman also possesses a penchant for bowties—spot him in person, and the likelihood of witnessing this sartorial signature is high.

Samantha Bussard

Compass Business Solutions

Samantha Bussard is the Director, Talent Strategy for Compass Business Solutions, a WBENC certified organization focused on driving organizational performance through proven business and people strategies. Samantha is an established talent strategist and expert recruiter who has placed over 1,000 resources in the technology, engineering, cyber security, management consulting, and manufacturing domains in her career. Samantha’s philosophy is rooted in data to drive talent goals and explore opportunities for organizational efficiencies.  Her passion is creating meaningful partnerships between talent and business teams to ensure news hires fit seamlessly into the culture of organizations.

John Cowan

Next Wave Partners

John Cowan is serial entrepreneur, business builder, founder, and CEO of more than 20 years. Mr. Cowan is an expert at developing and leading company strategy and execution, including raising and managing venture capital, financial modelling, identifying and executing potential mergers and acquisitions, and recruiting and developing high performance teams and advisory boards. He is also a prolific public speaker and writer, often called upon to deliver keynote address presentations and contribute to major industry publications around the world. From 2012 to 2019 Mr. Cowan was a regular guest lecturer for the University of North Carolina and Duke University MBA programs venture capital curriculum.

Mr. Cowan co-created EJDX, the pioneering edge computing software company. At EDJX he oversaw all aspects of business planning, financial modeling, recruiting and development, go to market strategy, public-facing industry evangelism and content publications. During his tenure with EDJX he filed multiple patent applications in the field of multi-tenant system metering and decentralized economic systems involving distributed ledger technologies.

Peter Coffee


Peter Coffee, VP for Strategic Research at Salesforce, has been with the company for over15 years. His global work supports C-suite teams, data governance professionals, and innovators in connected product and “big data” domains in many industries and institutions.

Prior to joining Salesforce, Peter spent eighteen years as a technology analyst, columnist, editor, and frequent contributor for IT publications including eWEEK, PC WeekComputer 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 ranging from the Gulf of Mexico to the Arctic.

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. He is co-founder and President of the Foundation for Intelligent Life on Earth, a Seattle-based sponsor of efforts addressing climate change, conservation, STEAM education, and exploration of earth and space.

Sean Lane


Sean is a lifelong technologist who grew up in a small, rural town in Ohio and started his career in the U.S. intelligence community, holding leadership positions in the Department of Defense and the National Security Agency. Sean served five combat tours in Iraq and Afghanistan, and was awarded the Defense Meritorious Service Medal and Bronze Star Medal for his service. After government service, Sean started his life as an entrepreneur, and has founded several technology companies dealing with big data, advanced analytics, entity resolution, and most recently, artificial intelligence. Sean has raised over $900M in venture capital, and is now a leading expert in applying Al in healthcare. He is a graduate of Miami University with an Honorary Doctorate of Public Service from the University of Rio Grande, and was named previously Ernst and Young Entrepreneur of the Year.

Ethan Mollick, PhD

The Wharton School

Ethan Mollick is an Associate Professor at the Wharton School of the University of Pennsylvania, where he studies and teaches innovation and entrepreneurship. He is also author of The Unicorn’s Shadow: Combating the Dangerous Myths that Hold Back Startups, Founders, and Investors. His papers have been published in top management journals and have won multiple awards. His work on crowdfunding is the most cited article in management published in the last five years.

Prior to his time in academia, Ethan co-founded a startup company, and he currently advises a number of startups and organizations. As the academic director and co-founder of Wharton Interactive, he works to transform entrepreneurship education using games and simulations. He has long had interest in using games for teaching, and he coauthored a book on the intersection between video games and business that was named one of the American Library Association’s top 10 business books of the year. He has built numerous teaching games, which are used by tens of thousands of students around the world.

Mollick received his PhD and MBA from MIT’s Sloan School of Management and his bachelor’s degree from Harvard University, magna cum laude.

Irene Rombel, PhD, MBA


Dr. Irene Rombel is the CEO and Co-Founder of BioCurie, a biotechnology software startup that is at the nexus of AI and advanced therapeutics, inspired by the vision of revolutionizing the development and manufacture of cell and gene medicines. She is deeply committed to transforming great science and technology into disruptive products that will help patients and society, while creating shareholder value.

Irene’s experience spans Biotech, Big Pharma, Consulting, Investing, and Academia, and her passion lies at the interface of science and business. Prior to BioCurie, she was Chief of Staff, Research, at Spark Therapeutics; Senior Director of Strategy and External Innovation at Janssen, J&J; Founder and President of Biomedical Intelligence LLC, a life science consulting company; and an investment analyst for public and private equities. Irene has advised and mentored many start-up companies over the past 20 years, including serving as a JPAL for the J&J JLABS Incubator companies, and is on Columbia University’s Translational Therapeutics Accelerator Steering Committee and the Columbia University Irving Cancer Drug Discovery Advisory Board.

Irene started her career as an Assistant Professor at UT Southwestern Medical Center, where she conducted research on DNA vaccines and cell targeting, and her post-doctoral research at UC Berkeley and UC Davis contributed to the fundamental understanding of gene regulation. She received her Ph.D. and B.Sc. (First Class Hon.) in Biochemistry from the University of Otago, New Zealand, and her MBA from Southern Methodist University, Dallas, Texas. Irene is also a registered US Patent Agent.

Arlen Shenkman


President and CFO of Boomi, Arlen is a global technology executive with more than 25 years of experience leading high-growth businesses, driving financial and capital management strategies and business development, incubating new business models, and overseeing investments and mergers and acquisitions at multi-billion dollar public enterprise software companies. He formerly served as EVP and CFO of Citrix Systems, Inc., and prior to Citrix held multiple executive roles at SAP, including EVP and Global Head of Business Development and Ecosystems, CFO of SAP North America (SAP’s largest business unit), and Global Head of Corporate Development. He was a principal architect of SAP’s rapid transformation into a cloud company.

Arlen has a J.D. from the University of Miami School of Law, an M.B.A. from the Fox School of Business at Temple University, and a bachelor’s degree in political science from George Washington University. He has also completed the London Business School’s Corporate Finance Program.

Parth Thaker


Parth Thaker is Executive Director, Strategy within Strategic Development, Comcast Cable. Strategic Development is a group of future-focused entrepreneurs answering “what’s next” for Comcast and our customers, via partnerships, investments, and new ventures. Parth’s team helps lead growth and product strategy initiatives and he is currently leading the company’s focus on generative AI strategy and applications. Prior to Comcast, Parth worked at Deloitte in a strategy and new ventures team and Deutsche Bank in mergers and acquisitions focused on the technology, media, and telecommunications sector. Parth started his career as a full-stack software engineer. Parth has an MBA in Finance from Columbia Business School, and a computer science and electrical engineering degree from the University of Virginia.

James Thomason

Next Wave Partners

James Thomason is a Managing Partner at Next Wave Partners, a venture studio focused on the next long wave of innovation including AI, augmented reality, data infrastructure, and alternative energy. He is a career technology innovator with over 25 years of Silicon Valley experience building and exiting early-stage startup companies. James holds 7 patents in areas of machine learning, cloud computing, virtualization, peer to peer networks, and internet routing. He has written for Forbes, Network World, Information Week, VMBlog, ZDNet, Information Age, and numerous other publications as a thought leader. James has guest lectured on entrepreneurship and innovation at Princeton University’s School of Engineering and Applied Science, as well as the United Nations Inter-governmental Consultations Migration, Asylum and Refugees on cyber trafficking and exploitation.

Stephen Wolfram

Wolfram Research

Stephen Wolfram is the creator of Mathematica, Wolfram|Alpha and the Wolfram Language; the author of A New Kind of Science; the originator of the Wolfram Physics Project; and the founder and CEO of Wolfram Research. Over the course of more than four decades, he has been a pioneer in the development and application of computational thinking—and has been responsible for many discoveries, inventions and innovations in science, technology and business.

Born in London in 1959, Wolfram was educated at Eton, Oxford and Caltech. He published his first scientific paper at the age of 15, and had received his PhD in theoretical physics from Caltech by the age of 20. Wolfram’s early scientific work was mainly in high-energy physics, quantum field theory and cosmology, and included several now-classic results. Having started to use computers in 1973, Wolfram rapidly became a leader in the emerging field of scientific computing, and in 1979 he began the construction of SMP—the first modern computer algebra system—which he released commercially in 1981.

In recognition of his early work in physics and computing, Wolfram became in 1981 the youngest recipient of a MacArthur Fellowship. Late in 1981 Wolfram then set out on an ambitious new direction in science aimed at understanding the origins of complexity in nature. Wolfram’s first key idea was to use computer experiments to study the behavior of simple computer programs known as cellular automata. And starting in 1982, this allowed him to make a series of startling discoveries about the origins of complexity. The papers Wolfram published quickly had a major impact, and laid the groundwork for the emerging field that Wolfram called complex systems research.

Through the mid-1980s, Wolfram continued his work on complexity, discovering a number of fundamental connections between computation and nature, and inventing such concepts as computational irreducibility. Wolfram’s work led to a wide range of applications—and provided the main scientific foundations for such initiatives as complexity theory and artificial life. Wolfram himself used his ideas to develop a new randomness generation system and a new approach to computational fluid dynamics—both of which are now in widespread use.

Following his scientific work on complex systems research, in 1986 Wolfram founded the first journal in the field, Complex Systems, and its first research center. Then, after a highly successful career in academia—first at Caltech, then at the Institute for Advanced Study in Princeton and finally as Professor of Physics, Mathematics and Computer Science at the University of Illinois—Wolfram launched Wolfram Research, Inc.

Wolfram began the development of Mathematica in late 1986. The first version of Mathematica was released on June 23, 1988, and was immediately hailed as a major advance in computing. In the years that followed, the popularity of Mathematica grew rapidly, and Wolfram Research became established as a world leader in the software industry, widely recognized for excellence in both technology and business. From its beginnings as a technical computing system, Mathematica has grown dramatically in scope over the years—and over the course of more than three decades, it has been responsible for many important inventions and discoveries in a vast range of fields and industries, as well as being a central tool in the education of generations of students.

In 1991, Wolfram began to divide his time between Mathematica development and scientific research. Building on his work from the mid-1980s, and now with Mathematica as a tool, Wolfram made a rapid succession of major new discoveries. By the mid-1990s his discoveries led him to develop a fundamentally new conceptual framework, which he then spent the remainder of the 1990s applying not only to new kinds of questions, but also to many existing foundational problems in physics, biology, computer science, mathematics and several other fields.

After more than ten years of highly concentrated work, Wolfram finally described his achievements in his 1200-page book A New Kind of Science. Released on May 14, 2002, the book was widely acclaimed and immediately became a bestseller. Its publication has been seen as initiating a paradigm shift of historic importance in science, with new implications emerging every year.

A New Kind of Science included or stimulated a host of specific discoveries including the simplest axiom system for logic and the simplest universal Turing machine.

Building on Mathematica and the ideas of A New Kind of Science, Wolfram embarked on a still more ambitious project: constructing a system that would make as much of the world’s knowledge as possible immediately computable and accessible to everyone. The release of Wolfram|Alpha in May 2009 was widely regarded as a historic step that has defined a new dimension for computation and artificial intelligence—and is now relied on by millions of people every day to compute answers both directly and through intelligent assistants such as Siri and Alexa.

In 2014 Wolfram made another breakthrough, building on Mathematica and Wolfram|Alpha to create the Wolfram Language. Based on the unprecedentedly deep technology stack that Wolfram has developed over the course of three decades, the Wolfram Language introduces the new concept of a full-scale computational language, that integrates immense knowledge about computation and the world to allow a new level of computational description and automation, that can serve as the foundation of a vast range of new computation-based fields.

Based on both his practical and theoretical thinking, Wolfram has emerged as an authority on the implications of computation and artificial intelligence for society and the future, and the importance of computational language as a bridge between the capabilities of computation and human objectives.

Wolfram has been involved with education for many years, founding the Wolfram Summer School in 2003, and in 2015 publishing An Elementary Introduction to the Wolfram Language to introduce young students and others to modern computational thinking. Long interested in history and in people and their trajectories, Wolfram published a collection of essays entitled Idea Makers in 2016 giving his personal perspectives on the lives and ideas of a variety of notable people, and one in 2019 called Adventures of a Computational Explorer about his own trajectory and intellectual adventures.

In 2020, building on ideas developed over the course of nearly thirty years, Wolfram announced breakthroughs in finding a fundamental theory of physics, and launched the Wolfram Physics Project to stimulate broad involvement in this ambitious and historic project.

Wolfram has been president and CEO of Wolfram Research since its founding in 1987. In addition to his corporate leadership, Wolfram is deeply involved in the development of the company’s technology, personally overseeing the functional design of the company’s core products on a daily basis, and constantly introducing new ideas and directions.

Wolfram writes regularly about his activities and thinking on his Stephen Wolfram Writings site.

Allen Born

Fairmount Partners

Allen Born focuses on originating and executing middle-market investment banking transactions in the technology 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.

Prior to joining Fairmount, Allen was a member of Stifel Nicolaus’ technology investment banking group, where he led the firm’s Internet investment banking effort. Prior to the acquisition, he spent five years as a member of Legg Mason’s Strategic Advisory Group, where he was responsible for executing middle-market M&A and financial advisory engagements. Previously, Allen worked in business development and branch operations at Epoch Internet, a privately held Internet service provider.

Allen serves on the Board of Directors of the Greater Philadelphia Alliance for Capital and Technologies (“PACT”) as well as the steering committee for the Phorum Technology Conference.

Allen Born received his M.B.A. with a concentration in Finance from Duke University’s Fuqua School of Business and his B.S. in Finance, with a minor in Economics, from The Pennsylvania State University.


Vlad Coric


Vlad Coric is the Head of Data Science at SEI Investments focusing on developing Intelligent Systems to solve various challenges in Wealth Management, including Intelligent Document Automation and Customer Retention among the others. He is the author of several research papers at top peer-review conferences on topics of Artificial Intelligence, Machine Learning, Memory Constrained Data Mining and Intelligent Transportation Systems. Vlad received his doctorate degree in Computer and Information Sciences from Temple University and Mechatronics MS and undergraduate degree from University of Novi Sad.

Esther Dyson

EDventure Holdings

Esther Dyson (@edyson on twitter) is chairman of EDventure Holdings. Her primary activity is investing in and nurturing start-ups, with a recent focus on health care, human capital and aerospace. Overall, she is fascinated by new business models, new technologies and new markets (both economically and politically). From October 2008 to March of 2009, she lived in Star City outside Moscow, Russia, training as a backup cosmonaut. Apart from this brief sabbatical, she is an active board member for a variety of startups.
She has a BA in economics from Harvard and was founding chairman of ICANN from 1998 to 2000. In addition, she wrote the best-selling, widely translated book Release 2.0: A Design for Living in the Digital Age, published by Broadway Books in 1997.

Tristan Handy

dbt Labs

Tristan Handy is the Founder and CEO of dbt Labs. dbt is an emerging leader in the data transformation space. It’s used by 16,000 companies including JetBlue, HubSpot, Dunelm, and SunRun. Tristan has over two decades of experience as a data practitioner working in both large enterprises and startups. His expertise and data industry best practices have influenced thousands of subscribers and listeners weekly via his newsletter and podcast covering analytics engineering.

Terry Kerwin

Fox Rothschild LLP

Terry Kerwin is a partner at Fox Rothschild LLP, and is co-chair of the Firm’s Technology Practice Group and a member of the firm’s Emerging Companies & Venture Capital Practice Group.  Terry advises start-up and growth-stage companies from formation to exit, including with respect to entity structure and governance, commercial contracts, corporate finance, and mergers and acquisitions.  Terry has been national ranked by Chambers USA as a leading attorney in the practice areas of Startups & Emerging Companies as well as Corporate/M&A & Private Equity, and has also been recognized by the Philadelphia Legal Intelligencer as a Lawyer on the Fast Track.

Ed Macosky


Ed Macosky is the Chief Innovation Officer at Boomi (CINO). He has more than 15 years of experience building high performing agile teams, designing and launching new software and service products, solution delivery and customer retention. Ed works to establish and execute Boomi’s product vision and roadmap – delivering an intelligent, flexible and scalable integration platform that accelerates business outcomes by making information, interactions and innovations flow faster.

Prior to joining Boomi in early 2019, Ed spent almost five years at Oracle, where he served as Vice President of Middleware/PaaS DevOps & Release Engineering. Prior to Oracle, he spent some time at Dell. In addition, starting in 2003, Ed spent more than seven years at Boomi during the formative years of the company.

Named one of the Top 25 Software Product Executives of 2022, Ed studied Information Technology at Penn State and holds two U.S. patents for integrating software systems.

Phil Moyer

Google Cloud

Philip Moyer is Vice President, Global AI Business at Google Cloud and a member of the CEOs Executive team. He leads the global go-to-market and technical teams driving Google Cloud’s AI strategy. Previously he led Strategic Industries for Google Cloud which included Financial Services, Healthcare, Telecom, Retail, Media, and Gaming. He was Director of Financial Services at Amazon Web Services, and Managing Director at Venture Capital firm Safeguard Scientifics. He was CEO of EDGAR Online and Co-founder/Co-CEO of the French FinTech, Cassiopae (sold to BNP Paribas). Earlier in his career, Philip worked at Microsoft for 15 years in various General Manager roles.  Philip started his career as software engineer for nuclear submarines at GE Aerospace. He has a degree in Computer Science from University of Pittsburgh and has been on 11 private and public company boards as Chairman or Lead Director.

Andy Santacroce

Tokio Marine North America Services

Andy Santacroce is Deputy CIO & Vice President for Tokio Marine North America Services (TMNAS), delivering technology solutions to select Tokio Marine group insurance companies nationally. Throughout his tenure at TMNAS, he has transformed delivery across multiple domains including Digital, Data & Analytics, Business Experience (Business Analysis & Quality Management), Human Resource Systems and Organizational Change Management. Prior to joining TMNAS in 2016, he served as the Deputy Chief Information Officer and Vice President of Global Applications & Digital Products at BDP International in Philadelphia. He has held key leadership positions across infrastructure, program management, marketing support and sales engineering throughout his career for the Verizon companies, Cable & Wireless, SmithKline Beecham, PECO Energy, The PMA Group and Prudential Insurance.  Andy is passionate about giving back to the community and has served on the Boards of Directors for Encore Series, Inc. (The Philly POPS), Cradles to Crayons, Settlement Music School, on the Executive Board of the Penn State Alumni Association and is currently President of the Penn State Eberly College of Science Alumni Society.  He has also served as an elected official and director on several non-profit, governmental and quasi-governmental boards and is actively engaged as an Advisor for key technology incubators. He received his bachelor’s degree in Mathematics from Penn State University. In 2016 he received industry recognition as a Premier 100 Technology Leader by Computerworld Magazine and as an Alumni Fellow by Penn State University.

Jim Singer

Fox Rothschild

Jim Singer is a partner with the law firm of Fox Rothschild LLP, where Jim co-chairs the firm’s Technology Practice and formerly chaired the Intellectual Property Department. Jim draws on a deep well of experience to support clients in patents, technology transactions, software and platform licensing, tech-focused supply chain agreements, and IP due diligence. Jim also leverages his past experience as an engineering project manager to ensure that clients receive practical advice, clear communications, responsive support and efficient service.

Jim has guided the development of IP portfolios that led to successful exits through acquisition by global technology leaders, including Amazon, Autodesk, Eaton, Ford, Google, Microsoft, Motorola, Nielsen, Proofpoint, Sandvik, Signify and Xerox.

Scott Snyder, PhD

EVERSANA & The Wharton School

Dr. Snyder is a recognized thought leader in technology and innovation. He has more than 30 years of experience in emerging technologies, business strategy and innovation, and digital transformation for Global 1000 companies and startup ventures.  He is the co-author of Goliath’s Revenge: How Established Companies Turn the Tables on Digital Disruptors and the author of The New World of Wireless: How to Compete in the 4G Revolution and numerous other articles on emerging technologies and innovation. Dr. Snyder is a Senior Fellow in the Management Department at the Wharton School, an Adjunct Faculty Member in the School of Engineering and Applied Science at the University of Pennsylvania, and has lectured at MIT, Babson, Duke, Georgia Tech and INSEAD on Digital Innovation, Decision-making, Business and IT Strategy, Emerging Technologies, Product Design and Development, and Big Data/Analytics.  Dr. Snyder has been a Digital Economy Project Fellow for the World Economic Forum.  He also holds three patents for personalization engines and has been quoted as a thought leader in numerous publications including CIO Magazine, WIRED, Forbes, Knowledge@Wharton, Los Angeles Times, The Wall Street Journal, CNBC, and the Financial Times. Dr. Snyder is currently the Chief Digital Officer of EVERSANA focused on accelerating the life sciences commercialization model.  Dr. Snyder earned his B.S., M.S., and Ph.D. in Systems Engineering from University of Pennsylvania.

Jing Wang

The Vanguard Group

Ms. Wang is a Principal and the head of the Center for Analytics and Insights at Vanguard. Her group is responsible for uncovering client insights through data analytics and market research, and partnering with businesses across Vanguard to develop solutions for product development, client experience and operations improvement by applying big data analytics and insights.

Earlier, Ms. Wang was the responsible for Vanguard Retirement Plan Access™, a comprehensive suite of 401(k) retirement plan services for small businesses, as part of Vanguard Institutional Investor Group. Ms. Wang also had the experience of running the sales channel management group in Vanguard Financial Advisor Services™. She joined Vanguard in 2009 after several years with the Boston Consulting Group. Ms. Wang earned a B.S. in physics from the University of Science and Technology of China and an M.B.A. in finance and marketing from The Wharton School of the University of Pennsylvania. She holds FINRA Series 7 and 63 licenses.

Matt Winkler

Takeda Oncology Pharmaceuticals

Matt Winkler is Head of Omnichannel Products at Takeda Oncology Pharmaceuticals focused on using digital innovation to improve the customer experience. He is currently using AI to predict patient progression to inform clinical trial recruitment and improve commercialization communications with customers.  He is responsible for managing the product evolution for Next Best Engine, Marketing Technology Stack, and oncology websites and digital campaigns.  Prior to Takeda, Matt was with IQVIA for 7 years as the Head of Omnichannel Partnerships and Products, where he managed data partnerships to inform customer insights, AI / ML creation, omnichannel orchestration, and digital marketing optimization.  With over 25 yrs in healthcare marketing, Matt has worked for several top 10 pharma companies leading marketing strategy (HCP and Consumer), as well as digital, and omnichannel marketing roles. As a previous P&L owner, he has strong understanding of the commercialization process where he used marketing innovation to drive top line growth and adapt good operating practices to scale and contribute to meaningful bottom-line results.

Caroline Yap


Caroline serves as the Director – AI Practice at Google Cloud where her team is responsible for accelerating customer transformations with AI. Before joining Google Cloud, Caroline was Field CIO & Partner at Dell Technologies. With an extensive and diverse background in applied infrastructure across networking, security and cloud, Caroline is passionate about helping customers innovate from vision to reality — responsibly moving AI into production systems and driving better business outcomes.



Allen Born
Director, Internet & Cloud Investment Banking
Fairmount Partners

Daniel Koval
Corporate Initiatives Manager
Bentley Systems

Janet Harrison
Division Director – Information Systems
Ametek, Inc.

Kevin Jurrens
Vice President
Broadpath, Inc.

Michael Bachman
Global Architect & Principal Technologist

Peter Coffee
Vice President and Head of Platform Research

Sanjay Sharma
EVP & Global Head of Private Banking

Scott Snyder
Chief Digital Officer

Sean Dowling
Osage Venture Partners

Srinath Chigullapalli
Head of Identity and Access Management

Terrence Kerwin
Fox Rothschild LLP

Travis Pierce
Co-Founder – Product & Venture Investments

Vijay Kumar, Ph.D.
Nemirovsky Family Dean
University of Pennsylvania

Demo Pit

The Phorum Demo Pit features the region’s hottest early-stage companies that are providing cutting-edge innovation. Demo Pit was created to allow startups to connect with C-level enterprise decision-makers attending Phorum. In addition to showcasing their technology in the Pit, each Demo Pit participant will present their company to a panel of judges and the Phorum audience. One will be names “Best in Show” and will receive the 12th annual Phorum Phorward Award. Since our inaugural event, past participants have gone on to raise more than $350M in capital, with three of the ten successfully completing exits to strategic acquirers.


Past Winners

  • 2022 — Nerdwise

  • 2021 — Sweft

  • 2020 — boodleAI

  • 2019 — Crossbeam

  • 2018 — Slyce

  • 2017 — 51 Maps

  • 2016 — RedOwl

  • 2015 — Tesorio

  • 2014 — SocialLadder

  • 2013 — PeopleLinx

  • 2012 — Cloudamize