Seattle: Growth and Exit Strategies for Software and IT Companies

$395 usd
Tue Apr 28, 12:00 - 6:00 PM (CDT)

The flagship WFS Tech Conference for CEOs, founders, and investors of software and IT companies, covering Tech M&A: investment, growth, strategy, buyouts, sales, and mergers. Insights from: private equity, VC, angels, strategic buyers, M&A advisors, and CEOs who’ve had a successful exit.

11:30 – 12:00
Registration and Light Lunch

12:00 – 12:10
Chairman’s Welcome & Word from Sponsor
Conference Chair: Joel Espelien
Gold Sponsor: Northern Trust

12:10 – 12:30
Top Ten Disruptive Technology Trends: Will they put you out of business?
Craig Husa, Corum Group

12:30 – 1:15
Investors Panel: Will your strategy get funded?
James Newell, Partner, Voyager Capital
Tim Porter, Managing Director, Madrona Venture Group
Vani Rao, Product Manager, Lighter Capital
Vladimir Besprozvany, Managing Director, Great Sum Ventures

Moderator: Joel Espelien, Corum Group

1:20 – 1:50
Keynote:Do You Have a Succession Plan?
Dan Bernstein, Corum Group

1:55 – 2:40
Introductions & Networking Break

2:45 – 3:45
Buyers Panel (PE & Strategics): Do you have what they want?
Kunju Mehta, Director: Growth Strategy & Execution, Azure, Microsoft
David Dandel, Partner, Pike Street Capital
Ryan Sudeck, Director of New Ventures, Redfin
Peter Coffee, VP for Strategic Research, Salesforce

Moderator: Craig Husa, Corum Group

3:50 – 4:30
Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit
Aaron Rallo, CEO, TSO Logic
Xuchen Yao, CEO, KITT.AI
Kerri McConnell, CEO, Datalight
Joel Abramson, CSO, Fully Managed
Andrew Bates, President and CEO, Softrak Systems

Moderator: Dan bernstain, Corum Group

4:30 – 5:00
Exit Keynote - Valuations & Process: What you are worth and how you get it.
Joel Espelien, Corum Group

Daniel Bernstein, Corum Group

Senior Vice President

James Newell, Voyager Capital


Joel Abramson, Fully Managed


Joel Espelien, Corum Group

Executive Director

Kunju Mehta, Microsoft

Director, Growth Strategy & Execution, Azure Cloud Platform

Peter Coffee, Salesforce

VP for Strategic Research

Tim Porter, Madrona Venture Group

Managing Director

Vani Rao, Lighter Capital

Product Manager

Vladimir Besprozvany, Great Sum Ventures

Managing Director

Xuchen Yao,

Co-Founder and CEO