- October 1, 2024 - 9:00am - 6:00pm - Attend the Cavell Summit at Convene in NYC, ending at 6:00pm. Requires separate registration.
Your Cavell registration does not include the two items below. - October 1, 2024 - 7:00pm - 10:00pm- A few blocks from Convene, join us for dinner at the Bryant Park Grill. Register here.
- October 2, 2024 - 7:30am - 1:00pm - Join the CCA Financial Summit with breakfast, financial summit and lunch at the Yale Club. Register here.
- Hotel suggestion:
The Fifty Sonesta New York, 155 East 50th Street (at Third Avenue), New York, NY 10022 (or call 1-212-751-5710). Reference: Cavell Summit | North America. Cutoff date is September 6th. Subject to availability.
The CCA Financial Summit Experience
What You'll Learn
- Insights into the latest data on M&As, interest rates, and operational efficiency
- How to differentiate your company to attract investment capital
- Forecasts on the capital and equity markets
- How the election year may affect finances
7:30am
Continental Breakfast & Check-In
Location: The Yale Club
8:00am
Beyond the Buzz: Monetizing AI and Voice/Video Collaboration for Maximum Impact
Join Jamie Hill, Global Head of UCaaS at Zoom, as he navigates the intricate landscape of monetizing AI alongside traditional voice/video collaboration technologies. This session will kick off with an overview of building cloud offerings through multi-vendor technologies, setting the stage for a deeper dive into innovative monetization strategies and new product revenue streams. Jamie will then outline the tangible customer benefits and ROI, providing a clear 'sell-to' value story. Expect to see detailed visuals that illustrate current revenue impacts from AI compared to other solutions like CX, as well as predictions on when AI may match or exceed these revenue drivers. Gain insights into how these technologies reshape financial outcomes and align with investor interests for sustainable growth.
Jamie Hill
Zoom
| Global Head of UCaaS
8:45am
Money Talks: Navigating Profit and Growth in Cloud Communications
This panel discussion will break down what's driving profits and growth in the cloud communications space. Learn which product solutions are hitting the mark, understand the current state of growth capital for providers and gain insights into the M&A scene.
Moderator: Clark Peterson
Clark Peterson
CCA
| Chairman
Diane Myers
Metrigy
| Senior Research Director & Principal Analyst
Dmitry Netis
Benchmark Company
| Managing Director
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Elka Popova
Frost & Sullivan
| Vice President and Senior Fellow
Matt Townend
Cavell Group
| Director
9:45am
Market Pulse: Economic Trends and M&A Insights in Cloud Communications
Q Advisors will provide an up-to-the-minute analysis of the economic landscape and its impact on cloud communications. This session will cover everything from current economic trends to the role of mergers and acquisitions in shaping the industry's future. Walk away with a clear understanding of where the market stands and where it's headed.
Jordan Rupar
Q Advisors
| Managing Director
Thomas Beato
Q Advisors
| Vice President
10:15am
Financial Transactions Shaping the Future of our Industry
Hear straight from the top at this candid panel featuring top executives from Momentum, NUSO, Pitchit, and Sangoma. They'll share their firsthand experiences with raising capital, navigating mergers, and making strategic acquisitions, offering rare insights into the strategies that drove their decisions and shaped their companies' futures. It's a perfect chance to learn what it really takes to steer a company in today's dynamic cloud communications market.
Moderator: Dino Di Palma
Dino Di Palma
True North Advisory
| Managing Partner
Matt Siemens
NUSO
| CEO
Norman Worthington
Sangoma Technologies
| Chairman
Paul Kleen
Pitchit
| Founder, CEO
Todd Zittrouer
Momentum
| CEO
11:00am
Leveraging Today's Capital Market: Strategies for Tomorrow
Wrap up the summit with a strategic overview of today's capital market landscape and its opportunities. This session will give attendees actionable insights on leveraging current financial conditions to fuel growth and innovation. Experts will discuss key trends, investment avenues, and financial tools companies can utilize to capitalize on the dynamic market environment. Equip yourself with the knowledge to navigate and thrive in the evolving economic climate.
Moderator: Marcus Allchurch
Bob Elfanbaum
NMS Capital
| Operating Executive Partner
James Chapman-Andrews
Alantra
| Managing Director
Marcus Allchurch
Acuity Advisors
| Managing Director
11:45am
Event Wrap-up
Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
12:00pm
Networking Luncheon: Opportunities Over Lunch
1:00pm
Adjournment
Clark Peterson
CCA
Chairman
Clark has been successful in building national and global businesses in the software, wireline, wireless, Voice, Data, and Cloud industries and part of successful IPO's with three worldwide businesses.
Joe Marion
CCA
President
Focusing on helping technology resellers, communications, service providers and ITAD firms learn, grow and network with each other, worldwide.
Bob Elfanbaum
NMS Capital
Operating Executive Partner
Bob is an Operating Executive at NMS Capital, focusing on IT Services and Digital Transformation. He has 30 years of leadership experience, including co-founder/CEO of a leading agile development firm acquired by World Wide Technology in 2015. Bob has successfully driven value through organic growth and acquisitions.
Diane Myers
Metrigy
Senior Research Director & Principal Analyst
Diane develops and manages research projects with a focus on market forecasting, market shares and vendor benchmarking. Diane has 30 years of telecom industry experience and is widely regarded as a top enterprise communications and collaboration analyst.
Dino Di Palma
True North Advisory
Managing Partner
Dino Di Palma is Managing Partner with True North Advisory and a member of G-20 Ventures, which provides early traction capital for East Coast startups and provides expertise from 20 of the Northeast’s most accomplished entrepreneurs. Di Palma’s career spans decades in varying management and executive positions in the global business world.
Dmitry Netis
Benchmark Company
Managing Director
25 years of combined investment banking, investment management, equity research, and operational experience in technology, media, telecom (TMT) sector.
Elka Popova
Frost & Sullivan
Vice President and Senior Fellow
Experienced communication technology analyst with an in-depth understanding of market trends and competitive dynamics. Interested in projects involving product potential assessment, competitive benchmarking and business strategy analysis.
James Chapman-Andrews
Alantra
Managing Director
James has nearly 20 years of experience in Technology M&A, completing more than 65 deals across Managed Services, Tech Consulting and Software.
Jamie Hill
Zoom
Global Head of UCaaS
Jamie has over 24 years of experience in the UC and Collaboration industry and currently leads the global UCaaS practice at Zoom. Having spent 20 years at Cisco, and 4 years at Zoom, Jamie is passionate about technology and dedicated to driving innovation and excellence in the field of Unified Communications.
Jordan Rupar
Q Advisors
Managing Director
Jordan joined Q Advisors in 2012. During this time, she has executed numerous mergers and acquisitions, equity financings and strategic advisory assignments for clients across the TMT industries with a deep focus on cloud communications, software and technology, digital infrastructure (fiber, towers, etc.) and other emerging growth sectors.
Marcus Allchurch
Acuity Advisors
Managing Director
Marcus leads the Telecoms, Cloud and Managed Services M&A practice at Acuity Advisors, based out of London. Prior to joining Acuity in 2014, he held senior leadership and corporate finance positions with some of the UK’s most successful advisory and telecoms businesses.
Matt Siemens
NUSO
CEO
Matt is the CEO of NUSO and serves on its Board of Directors. Matt’s career spans over 25 years of managing technology-focused sales, marketing, and technical teams. He leads the strategic vision and culture at NUSO to deliver value for its partners and customers by innovating advanced business communications technologies.
Matt Townend
Cavell Group
Director
Matthew has always been involved in emerging technology markets, from the start of his career when he launched the first magazine about internet & then worked for the first major provider PIPEX, to more recently where he is seen as one of the thought leaders in the IP Comms and Cloud Communications Market.
Norman Worthington
Sangoma Technologies
Chairman
Norm is a serial entrepreneur/investor and has founded or co-founded ten public and private companies with a combined exit or public market valuation exceeding a billion dollars. In 2006, Norm founded Star2Star Communications. In 2021, Star2Star was acquired by Sangoma Technologies Corporation, a Canadian public markets provider of business communications products and services. Thereafter, Norm assumed the role of Chair of the Board of the combined company.
Paul Kleen
Pitchit
Founder, CEO
Before starting Pitchit, Paul was a Data Scientist at Framed Data (acquired by Square) and Head of Growth at Paperspace (acquired by Digital Ocean).
Thomas Beato
Q Advisors
Vice President
Thomas joined Q Advisors in 2019 and has executed mergers and acquisitions, debt and equity financings and strategic advisory engagements for clients across the TMT industries with an emphasis on cloud communications and customer experience, managed services, and digital infrastructure.
Todd Zittrouer
Momentum
CEO
At Momentum, Todd drives strategy and innovation with the goal of enabling customers to thrive through a robust managed cloud services portfolio. With 20+ years in communications, he has led Momentum's growth through his expertise in M&A and previously held leadership roles at IBBS and Allegiance Telecom. Todd holds a business management degree from the State University of West Georgia.
