Registration for Breakfast with Experts Opens Mid-July.
Cleve Adams, CEO, Trestles Group Inc. - Thurs, 9/3 at 8 AM
Topic: How to take a company from two guys and a dog to a $ Billion exit
I helped start security titan Websense and grew them from pre-revenue to a $1 Billion IPO in less than 3 years, subsequently sold to Raytheon for $2 billion. I have also had a number of tech company mergers and acquisitions. I help businesses grow and succeed by driving long term company growth through operational excellence and sales and marketing expertise.
I have been honored to serve as a software industry expert and speaker at numerous conferences, universities and corporations including the Harvard Alumni Assoc, multiple Investor, Cyber Security and Smart City Conferences. I have been quoted in top business publications including The Wall Street Journal, Forbes and the new book Cyber Minds: Insights on cybersecurity across the cloud, data, artificial intelligence, blockchain, and IoT to keep you cyber safe.
Reynolds Bish, CEO, Kofax - Fri, 9/4 at 8 AM
Topic: Leadership & Assembling a Team
Reynolds became CEO and a Director of Kofax Limited, a leading provider of intelligent automation software to digitally transform end-to-end business processes, in July 2017 (for the second time) when Thoma Bravo, a leading private equity firm focused exclusively on enterprise software, acquired Lexmark Enterprise Software (LES) from Lexmark International, Inc. The company is headquartered in Irvine, California, conducts business on a global basis, has approximately 2,000 employees in more than 30 countries and its annual revenues are in excess of $600 million.
Jeff Curie, Principal, The Curie Point - Wed, 9/9 at 8 AM
Topic: Recurring Revenue Models- How Subscription Revenue Works?
Jeff focuses on growing revenue for B2B SaaS companies. He is a serial entrepreneur and revenue maximization expert in the SaaS space. He has built and operated several SaaS and software businesses as the CEO and other executive roles that grew from paper napkin ideas, through funding, to grow to several hundred employees and acquisitions. He is a frequent public speaker on SaaS and scaling technology companies, has several patents, and a great network of resources focused on helping SaaS companies grow revenue.
Russ Garcia, CEO, Menlo Micro - Fri, 9/4 at 8 AM
Topic: Raising Capital During Tough Economic Times
Russ has more than 30 years of experience in the electronic systems and semiconductor industries with a proven track record in executive leadership positions in both public and private companies. As CEO of Menlo Micro, Russ oversees the corporate direction and strategy of the company, focusing on leadership, technology innovation and customers.
Prior to Menlo Micro, Russ founded nGeniSys, a consulting firm focused on the electronics, semiconductor and telecommunications industries. He was an Executive in Residence for GE Ventures from 2015 through 2016 and holds advisory and board of director positions at several venture backed companies. Prior to Menlo and nGeniSys, he held the position of EVP Marketing for Microsemi, where he led the integration Actel, Zarlink and Symmetricom, representing over $700M USD of M&A over a 4-year period. His leadership of those acquisitions led to operating income improvements in each case from low single digits to all greater than 25% operating profit. One of those integrations resulted in greater 40% operating margin. Prior to Microsemi, he was the CEO of two start-ups, WiSpry, a RF MEMS company and uNav Microelectronics, a fabless semiconductor company, where under his leadership, u-Nav developed and introduced the first “single-chip” GPS semiconductor device. Prior to that, he was vice president of Marketing for Silicon Systems and Texas Instruments Storage Product Division.
Dick Gochnauer, CEO, Leadership Alliance - Thurs, 9/3 at 8 AM
Topic: How leadership/CEOs can work together to build better communities
Dr. L. Andrew Lyon, Dean of Fowler School of Engineering, Chapman University - Tues, 9/8 at 8 AM
Topic: Launching and Leveraging- Academia Partnerships
Dr. Andrew Lyon has over 20 years of experience as a chemist, bioengineer, educator, and entrepreneur and currently serves as the Founding Dean of the Dale E. and Sarah Ann Fowler School of Engineering at Chapman University. Prior to his current role, he served as Dean of the Schmid College of Science and Technology at Chapman University from 2014-2018. Before arriving at Chapman, Dr. Lyon spent 16 years at the Georgia Institute of Technology as a member of the Chemistry & Biochemistry faculty and directing a research program aimed at creating new types of biomaterials for regenerative medicine applications.
Goran Matijasevic, Executive Director, Chief Executive Roundtable at UC Irvine - Wed, 9/9 at 8 AM
Topic: Start-Up Resources: Where to Go & Where to Find Them
Goran Matijasevic, MBA, Ph.D., is Executive Director of the UCI Chief Executive Roundtable. In this role, he oversees and advances research collaborations and strategic initiatives and also serves as UCI ambassador, establishing partnerships and opportunities that serve to enhance community connections across all campus interdisciplinary fields. Previously, he was director of research development at the UCI Henry Samueli School of Engineering. Prior to UCI, he worked in research development manager positions at two electronics start-ups. Goran currently serves on the boards of OCTANe and SoCalBio, as well as the advisory board of 2-1-1 Orange County. Goran received his MBA from Pepperdine University and his Ph.D. degree from UC Irvine in Electrical and Computer Engineering.
David Meltzer, Co-Founder, Sports 1 Marketing
Topic: Build your Brand, Find your Frequency
David Meltzer is the Co-founder of Sports 1 Marketing and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire.
His life’s mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing…VALUE. In all his content and communication that’s exactly what you’ll receive.
He is a three-time international best-selling author, a Top 100 Business Coach, the executive producer of Entrepreneur‘s #1 digital business show, Elevator Pitch, and host of the top entrepreneur podcast, The Playbook. His newest book, Game-Time Decision Making, was a #1 new release, David has been recognized by Variety Magazine as their Sports Humanitarian of the Year and awarded the Ellis Island Medal of Honor.
Keith Moore, CEO, Boustead Securities - Wed, 9/2 at 8 AM
Topic: Changes to the JOBS Act: How to raise capital using online platforms under these updated rules
Jalyn Noel, Managing Director, Innovation and Development, Marketing and Business Development, Insperity - Wed, 9/2 at 8 AM
Topic: Navigating Business Interruption: Why change is necessary
Breakfast with the experts will have Insperity business leader, Jalyn Noel, sharing the impact of a crisis on an organization’s current and future foundations, especially its people. We will take a deeper look into the challenges and strategies on best navigating business interruption through the lens of how unexpected change can be the necessary component to an organization’s innovation and growth. We will also discuss the shift in prioritization for many businesses as they strive to bring their employees back— more productive, engaged, and with a high morale than before.
Delilah Panio, Vice President of Capital Formation, TSX - Tues, 9/8 at 8 AM
Topic: Alternatives to VC Funding. Listing on TSX as an option.
As the Vice President of Capital Formation for Toronto Stock Exchange and TSX Venture Exchange, I advise U.S. companies on the opportunity to list and raise capital on the Canadian capital markets. I was recently named in the 2019 Top 100 People in Finance.
As the founder of Stiletto Dash (a consulting firm), I work with early-stage companies on their business and funding strategy and on getting investor-ready. Passionate about helping women entrepreneurs access capital, I created the proprietaty Fortuna Funding Framework for female founders to develop their ideal funding strategy.
I am also the Executive Director and Co-Founder of We Are Enough, a non-profit that educates women on why and how to invest in women-owned businesses and/or with a gender lens. I recently authored the feasibility study "Creating LAIA: The Feasibility of a Women-Focused Incubator and Accelerator in Los Angeles" funded by JPMorgan Chase.
I am very active in the Los Angeles entrepreneur community, including as a frequent speaker, mentor for Founder Institute and the Stubbs Alderton Markiles LLP Preccelerator Program, pitch coach for organizations such as the Women Founders Network, and am the former Co-Chair of Women in LAVA (Los Angeles Venture Association). I am a Super Activator and the 2016 L.A. Lead for SheEO, an innovative new model funding model that calls upon women to commit $1,000 each into a perpetual fund to invest in women-led ventures.
My background is as a capital markets expert with 10 years previously in business development at Toronto Stock Exchange, including as the Director, Business Development & Strategy. I have advised many companies on the going public process and can provide an understanding of private and public financing options in Canada and the United States.
I hold an MBA in Enterprise Development and a BA in English, and have completed a certification as a Neuro-Linguistic Programming (NLP) Master Practitioner.
Nick Richards, COO/CFO, Intellivision - Wed, 9/9 at 8 AM
Topic: Start-Ups: View from the COO/CFO Suite
Lori Torres, Founder & CEO, Parcel Pending - Thurs, 9/3 at 8 AM
Lori A. Torres is the founder and CEO of Parcel Pending, the nation’s leading provider of innovative package management solutions with 100% Always-On Customer Service®. She is a dynamic and successful entrepreneur with more than 25 years of real estate experience. Additionally, she has been recognized on multiple occasions for her leadership, including being named 2017 “Innovator of the Year” by the Orange County Business Journal and chosen as one of 13 entrepreneurs admitted into the EY Entrepreneurial Winning Women™ 2017 North America class.
During a 13-year tenure at The Irvine Company, Lori held various senior positions, including SVP of property operations. Lori was responsible for the operational oversight of the company’s entire multifamily portfolio, consisting of 1,200 property management associates operating over 44,000 apartment homes.
Lori founded Parcel Pending in 2013 to provide seamless package management solutions to PMs, residents and couriers alike and has served as the company’s CEO since its inception. Today, Parcel Pending is the global package management industry leader in the multi-family, commercial, retail and universities space with 140 employees and customers across North America.
Lori holds a Master of Business Administration from Pepperdine University. She also holds a California Real Estate Broker License and is a certified property manager.
She also served as president of the South Coast Apartment Association, Orange County in 2009, board member of California Apartment Association from 2010 to 2012 and board member of the CAA South Coast Apartment Association, Orange County from 2005 to 2011.