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

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