Schedule

Registration & Breakfast

The New Age of Marketing: Always-On CRM

The traditional approach to advertising is undergoing profound transformation, as campaign-based “broadcast” to consumers evolves into cloud-based continuous marketing management.  Increasingly, both consumer and B2B marketers have a keen idea of their best customers and prospects and the tools reach them across all channels as and when available with dynamically optimized messaging and actual results measurement.  This is essentially CRM on a massive scale – we call it “Always-On CRM”.  A number of enabling technologies are making this transformation possible, and the trend has serious implications for the major sector players and for M&A.

Keynote:

Tolman Geffs, Co-President, The Jordan, Edmiston Group, Inc.

Scott Peters, Co-President, The Jordan, Edmiston Group, Inc.

Myth Busting: Separating Fact from Fiction in Information Businesses

In the presentation, we will address the following questions: 1. Do information business outperform other sectors? 2. What factors determine whether an information business will generate the stability and operating leverage that managers and investors seek?

Presenter:

Karl Cheng, Partner, Head of Information & Media Practice, The Parthenon Group

Green Mountain Digital, Inc.

GMD, the leader in digital field guides, with $4M in cumulative revenue, 1.2M downloads and 250,000 members, is launching Yonder, a platform play to fill the information gap in the $650B outdoor recreation market.

Yonder aims to deliver a rich media, geo-located  and customer-driven information flow to 100m outdoors enthusiasts.  Yonder fills the information gap between general services like Google or Trip Advisor and the myriad narrow-niche verticals that can’t scale. As apps approach 1million, as yet more social networks proliferate and overlap, Yonder overcomes app fatigue, brings order to the chaos.

Aimed at savy “millenials”, Yonder ignites user discovery with a database of 75,000 great places. In partnership with distributors Apple, Amazon, FB, Google and Twitter.  Yonder also becomes the B2B platform for outdoors organizations, destinations and brands, reaching millions of their customers. 

A digital “category killer” to revolutionize the market just as  superstores did in retail.

Co-Presenter:

David Tyler, Director, Strategic Partnerships, Green Mountain Digital

Presenter:

David Roberts, CEO & Co-Founder, Green Mountain Digital, Inc.

McMurry/TMG, LLC

McMurry/TMG, LLC is a portfolio company of The Wicks Group of Companies, LLC.  McMurry/TMG is the nation's largest independent full-service content marketing agency. The company provides a comprehensive range of content marketing services, including content strategy, content creation in all popular forms, content distribution and campaign analytics, for more than 400 brands, including nearly 200 of the Fortune 500.  McMurry/TMG is results focused, leveraging the power of world-class content in the broad categories of video, websites, print, mobile, social and search working together to keep our clients' brands top of mind with their customers.  McMurry/TMG has offices in New York, Washington DC, and Arizona.

Presenter:

Matt Petersen, CEO, McMurry/TMG, LLC

Internet Production, Inc.

Iproduction provides a cloud publishing platform that enables media companies to make the digital transformation.

Presenter:

Stephen Laliberte, President, Internet Production, Inc.

MIR3

MIR3 is the premier provider of Intelligent Notification and response software for business operations, including crisis management, IT service management, corporate communications, customer relations, supply chain management, event management, or any area that needs reliable two-way notification for groups from one to many thousands.

Presenter:

Amir Moussavian, CEO & President, MIR3

Reportlinker

ReportLinker.com is a leading business search engine that finds, filters and organizes competitive market intelligence from both reputable private publishers and trusted public organizations, including governments, embassies, statistics agencies, trade unions and many more. Launched in 2007, ReportLinker provides access to more than 1.2 million public reports with data on 350 industries and 3,000 sub-industries around the world.

Recording a 392% five-year revenue growth rate, ReportLinker ranked 375 on the Deloitte Technology Fast 500 EMEA 2012, a list of the 500 fastest-growing technology companies in Europe, the Middle East and Africa. This marks its third year on the list; ReportLinker previously ranked 478 on the Deloitte Technology Fast 500 EMEA 2010 and 445 on the Deloitte Technology Fast 500 EMEA 2011.

Presenter:

Benjamin Carpano, Chief Executive Officer, Reportlinker

Return Path Inc.

Return Path is the worldwide leader in email intelligence. Our industry-leading email intelligence solutions utilize the world's most comprehensive set of data to maximize the performance and accountability of email, build trust across the entire email ecosystem and protect users from spam and other abuse. We help businesses build better relationships with their customers and improve their email ROI; and we help ISPs and other mailbox providers enhance network performance and drive customer retention.

Presenter:

Matt Blumberg, Chief Executive Officer, Return Path, Inc.

STEMscopes

STEMscopes is a comprehensive online curriculum program that offers numerous hands-on inquiry opportunities for students to explore science.  Resources include intervention and acceleration components and teacher support materials that are all focused specifically on each newly adopted science Texas Essential Knowledge and Skill (TEKS). STEMscopes helps schools and districts achieve several learning objectives by:  enabling students to achieve college-readiness levels in science, equipping teachers with proven, research-based, Rice University-sponsored resources to support rigorous instruction in STEM, engaging students in interactive learning through games, virtual labs, online assessments, and more, and preparing students for 100% mastery of the new science TEKS and success on the new Texas state assessment (STAAR) through a strict alignment to the standards.

Presenter:

Reid Whitaker, Founder & Executive Director, STEMscopes

Tax Credit Co.

Tax Credit Co. is a national provider of tax incentive consulting, administration and technology, serving clients from Fortune 100 to small business. Tax Credit Co. helps clients increase earnings by optimizing the process of obtaining state and federal tax incentives, including state and federal research and development tax credits, state enterprise zone tax credits, national hiring incentives such as the Work Opportunity Tax Credit (WOTC) and other state and federal programs. Tax Credit Co.’s proprietary, next-generation software platform manages national tax credit screening and compliance for large, complex organizations. Tax Credit Co. is headquartered in Los Angeles. For more information, please visit the company's website at www.taxcreditco.com.

Presenter:

Brandon Edwards, CEO, Tax Credit Co.

Alert Solutions, Inc

Alert Solutions, formerly BLI Messaging, provides dynamic, cloud-based, two-way, multi-channel messaging technology and communication solutions for customers in education (K-12 and Higher-Ed), healthcare and general business services, leveraging its robust platform of email, voice broadcasting, fax and SMS text messaging.

In 2009, the company completed a Series A round of funding with Catalyst Investors of New York City to expand its cloud technology.  Since 2009, the company has integrated with several education and healthcare software applications, providing seamless, white-label interfaces to Alert Solutions’ communication suite. Alert Solutions’ powerful API web services can integrate into any existing software or web-based platform.

From outbound one-to-one transactional messaging and mass alerts to inbound multi-channel triggered messages, Alert Solutions empowers companies to rapidly deploy all types of automated communications efficiently and securely.

Presenter:

David Baeder, CEO, Alert Solutions, Inc.

V12 Group

V12 Group is a leading provider of data and cross-channel digital marketing that empowers organizations of all sizes to communicate with prospects and customers through email, mobile, social media, and digital display ads. V12 Group’s marketing automation platform, Launchpad, hosts a suite of integrated applications that enable marketers to plan, automate, deliver and optimize data driven marketing and real-time communications to drive new and existing customer engagement, increase sales and improve return on marketing investment.

Our services include:

• Launchpad Marketing Automation Platform
• Consumer, Business and Automotive Databases
• Data Enhancement and Licensing Solutions
• Email Marketing and Creative Solutions

Presenter:

Paul Chachko, CEO and Chairman, V12 Group

Networking Lunch & Keynotes by VSS & Morgan Lewis

Keynote:

Michael Kessler, Managing Director, Veronis Suhler Stevenson

Presenter:

Robert W. Dickey, Partner, Morgan Lewis

Emilio Ragosa, Partner, Morgan Lewis

Investing in and Building Leading Human Capital Management Businesses A Private Equity Perspective

During this session, VSS will give an overview of the human capital management sector, the growth opportunities and expectations for this $100 billion+ sized market; and the trends that make this an interesting and attractive sector.

Keynote:

Michael Kessler, Managing Director, Veronis Suhler Stevenson

Preparing for a Liquidity Event

Practical advice on preparing a company for a sale, IPO or other liquidity event.

BlueCava Inc.

BlueCava enables mobile targeting and cross-screen measurement, for advertisers, publishers and intermediary Adtech companies.  As a high-scale, analytics and data platform, only BlueCava ties a unique, proprietary data map of 600MM linked screens (PC, mobile, and tablet) to unique customers.  These products allow digital marketing and commerce clients to drive targeted campaigns, optimize media spends, tie consumer behaviors and web commerce, and track measurement across all kinds of digital marketing.  BlueCava is based in NY and Irvine, CA.

Presenter:

Michael Darviche, CEO, BlueCava Inc.

InsideView

InsideView, a leading provider of sales and marketing intelligence, increases productivity and revenue by delivering relevant business and social insights to the point of need. Our award-winning technology gathers and analyses information from the most relevant social media, user-contributed and traditional/proprietary editorial sources to provide compelling insights about companies and contacts directly within your CRM solution, browser, or mobile device. More than 200,000 sales professionals, and over 1,000 market-leading companies including Adobe, AIG, BMC, CapGemini, Egencia, SuccessFactors and The Bridge Group use InsideView. For more information, visit InsideView.

Presenter:

Jim Lightsey, CFO, InsideView

EduTone Corporation

EduTone Corporation is a new spin-off from VIP Tone, Inc.  The company is getting ready to launch the first education technology focused multi-tenant, device-agnostic, end-to-end Marketplace as a Service (MaaS) Platform called Grid for Learning (aka The Grid), which will launch in Q3 2013. The Grid, whose aim is to become the leading Digital Education Marketplace for education markets worldwide (think a combination of iTunes and Amazon but just for Digital Education), will be licensed via strategic partners and resellers who have invested in the customization and integration of the rebranded GGfL Xchange and/or GGfL Library with their own services. Recent partnership agreements executed with Intel, Microsoft and Pearson Education, are expected to generate an aggressive growth phase moving forward.

Presenter:

Robert Iskander, Founder & Chairman, EduTone Corporation

PetroSkills

Leading provider of training and competency assurance services to the oil & gas industry, supporting players worldwide in the upstream, midstream and downstream segments of the industry.  Extensive industry participation and governance through the PetroSkills Alliance differentiates PetroSkills from all other companies in this space.

Presenter:

Nick Schacht, President & COO, PetroSkills

FreePint Limited

Working effectively with information is crucial to the competitiveness of all enterprises. Through original research on emerging trends and needs, FreePint provides practical articles and reports on searching, analyzing and communicating information, selecting the best information products, and strategic planning around information access, security, and demonstration of ROI.

Purchasers of a FreePint Subscription have job titles like information professional, information products purchaser, intranet manager, knowledge manager. These "information champions" act as a conduit to knowledge workers throughout their organisations, by accessing and sharing articles and reports, which support information practice, information content and information strategy.

Underpinning the FreePint Subscription's renewable revenue is FreePint Research's editorial commissioning of "must have" enterprise-focused content in critical areas like regulatory compliance, ROI and emerging technology. Building on its ongoing research relating to vendors, products, technologies and trends, FreePint Research also provides high-value custom research and analysis for both buyers and vendors in the information marketplace.

Presenter:

Robin Neidorf, Director of Research, FreePint Limited

SkillSurvey, Inc.

SkillSurvey is the inventor of an online social platform that includes automated reference-checking and sourcing solutions that improve quality-of-hire and increase recruiting efficiency by over 90%. Its platform offers recruiters and hiring managers the opportunity to collect very candid feedback from references on candidate's behaviors and work performance as well as source for new talent. The information, all gathered electronically, is used to make better hiring decisions, be more efficient, and be more compliant. SkillSurvey’s patent-pending approach to reference assessments is based on over 30 years of research in job competency modeling. SkillSurvey was named one of the fastest-growing companies in America by Inc. magazine and is also a 2012 Deloitte Technology Fast 500 firm. Over two million people will utilize SkillSurvey this year.

Presenter:

Ray Bixler, President, SkillSurvey, Inc.

www.Iseeyou.MD

Iseeyou.MD is a software services platform that provides rapid access to health care and care coordination for companies seeking to control health care expenses.  Iseeyou.MD leverages Soren Technology's existing electronic health records platform to capture structured health data for client companies.  In addition, Iseeyou.MD provides telehealth services and wellness scores so a company's health outcomes can be data driven and tracked.  Participating companies can monitor results and adapt quickly to the needs of the company. For example, a company with a more elderly workforce may need to pay special attention to cardiovascular disease, whereas a construction company may need to focus on preventing work-related injuries.  As wellness improves and prevention becomes a priority, then cost savings follow.  ISeeyou.MD provides a baseline assessment of company employees as well as a composite wellness score for a company.  Data driven insight into the health of company employees provides a foundation for advanced interventions.

Presenter:

Faiz Fatteh, MD, www.Iseeyou.MD

IRON Solutions, Inc.

IRON Solutions, Inc., www.ironsolutions.com, is the trusted manager and provider of equipment and agronomic lifecycle information and systems for participants in the crop production marketplace.  We provide actionable intelligence that drives profitability. For 50 years, IRON has been the leading source of used and new equipment information and customer and equipment lifecycle management services for the agricultural industry. IRON creates and delivers insights that drive actionable intelligence through its award-winning suite of software that integrates big data with a cloud-based platform to provide a complete system of record and engagement for stakeholders within the crop production market.
 
IRON Solutions software suite includes IRON Guides, IRON HQ, IRON Builder, IRON Search and IRON Vector.  Most recently, in partnership with JP Morgan IRON Solutions has launched the IRON Index, a measurement of pricing levels in the used agricultural equipment market to provide investors with leading indication of changes the agricultural equipment market.
 

Presenter:

Darwin Melnyk, President & CEO, IRON Solutions LLC

Networking Reception