SaaS and Tech Enabled Services Industry Conference

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Event Details

When:

March 12, 2019 10 AM - 6 PM EDT

Where:
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Register and access 1:1 Meetings 

Over 200 operators, PE investors and investment bankers from around the country will come together for the SaaS & Tech Enabled Services Conference in Philadelphia.


Join the broader ACG community for this highly targeted industry event featuring 1:1 meetings, carefully curated content and focused networking.


Why Attend?

  • Schedule targeted 1:1 meetings with relevant industry investors, bankers, advisors and operators
  • Expand deal networks beyond your regional geography
  • Develop new deal relationships in the industry sectors in which you invest/operate
  • Engage in meaningful dialogue on trends and issues with those who operate, invest or advise in the same industry verticals

 

    Event AGENDA & details

    Tuesday, March 12, 2019
    10:00 AM - 6:00 PM 

    10 AM Registration
    10 AM - onward 1:1 Meetings
    12 PM LUNCH
    1:30 PM

    Concurrent Sessions x2
    - eCommerce Platforms: Evolution, Technologies & Trends

    • John Fang, Managing Director, CG / Petsky Prunier (Moderator)
    • Robert L. Berstein, Managing Director | Technology Investment Banking, Piper Jaffray & Co. 
    • Pete Elkes, CFO, Occasion Brands
    • Ryan Hays, Managing Director, Lazard
    • Justin Nadile, Principal, NewSpring
    • Ken Wasik, Managing Director, Stephens
       

    - Strategies for Scaling a SaaS Organization 

    • David Badler, Portfolio Operations & Growth, Susquehanna Growth Equity (Moderator)
    • Jim Catalino, Chief Client Success Officer, Frontline Education
    • Tony Diodato, AVP Carrier Sales, iPipeline
    • Adam Feigenbaum, Chief Customer Officer, iCIMS
    2:30  PM BREAK
    3:00 PM

    Concurrent Sessions x2
    - Driving Value Creation with Hybrid Recurring Revenue Models

    • Ian O'Neal, Managing Director, Raymond James (Moderator)
    • Fred Fox, Founder & CEO, Planalytics
    • Reid Jackson, President & CEO, Unison
    • Ellen Purdy, CFO, Office Practicum
    • Paul Slaats, Partner, Milestone Partners

    • Ben Weinberg, Managing Director, Susquehanna Growth Equity
       

    - Next Level Growth: Challenges & Opportunities Post Investment

    • Seth Rosenfield, Managing Director, CG / Petsky Prunier (Moderator)
    • Maureen Ladouceur, Senior Vice President, Sales & Client Experience,MMIT (Managed Markets Insight & Technology)
    • Bill Filip, Managing Director, Delancey Street Partners
    • Clark Waterfall, Co-Founder and Managing Director, BSG
    • Don Yount, CEO, Critical Mention
    4:00 PM

    Market Trends & Industry Outlook Panel   

    • Christian Bullitt, Managing Director, Raymond James (Moderator)
    • Chris Gresh, Director, Lincoln International
    • Chase Sanders, Managing Director, RW Baird
    • Omair Sarwar, Partner, SFW Capital Partners, LLC
    • Cal Wheaton, General Partner, ABS Capital Partners
    5:00 PM Cocktails & Networking

    LOCATION:
    Union League, 2nd Floor - Lincoln Hall
    140 South Broad Street | Philadelphia, PA 

    PRICING:

    • Members (any ACG Chapter): $195
    • Non-members: $275

    In the event your plans change, replacements are welcome before hand or at registration.  Full refunds are available for cancellations made by close of business Monday March 4th, less a $25 processing fee.  Email replacement or cancellation requests to mdagit@acg.org.

     

    ABOUT THE NORTHEAST  INDUSTRY TOUR

    The Northeast Industry Tour is a collaborative event series brought to you by ACG Boston, ACG New York & ACG Philadelphia: continues!  The three chapters have joined forces on the planning and development of industry vertical conferences, each hosted in a different chapter city.  

    MARCH 12, 2019: SAAS & TECH ENABLED SERVICES (ACG PHILADELPHIA)

    JUNE 6, 2019: INDUSTRIAL (ACG NEW YORK)

    NOVEMBER 2019: HEALTHCARE (ACG BOSTON)

    Hosted by: ACG
    Chapter
    Philadelphia

    Sponsors

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