Speakers

 

Omri Avdi

Business Development Executive, Grant Thornton LLP

Omri Avdi is the Business Development Executive for Grant Thornton’s Los Angeles market. In this role, Omri helps dynamic organizations to solve various business challenges and supports Grant Thornton service-line partners to drive growth in the Audit, Tax, and Advisory practices. His experience includes Big Four public Accounting, Fortune merchant data processing firms, entertainment, and global professional services firms. Omri focuses on sourcing and developing new client relationships primarily in the Technology industry, as well Consumer and Industrial Product, and Financial Services industries across Southern California.

Most recently, Omri was Vice President with Parker + Lynch Consulting, a division of Adecco, a Fortune 500 company and global leader in workforce solutions in Los Angeles. Previously, Omri worked in Audit for Deloitte and held various corporate Finance positions until transitioning to Business Development in 2005.

Omri received his B.S. in Accounting from Colorado State University, and his MBA at University of California’s Anderson School of Management. He is an active Certified Public Accountant (CPA) and a member of the AICPA.

Charles Curto

Charles Curto

CFO, Utopi

Charles is seasoned in mergers and acquisitions professional who’s held senior positions with three Southern California M&A advisories. He runs an investment banking boutique which focuses on acquisitions, strategic alliances, financing, valuations and exit planning for middle market and high potential early stage technology businesses.

Prior to that, he spent more than twenty years in acquisitions and corporate finance positions with technology companies, including serving as Director of Planning and Development for The Santa Cruz Operation, Manager of Business Development for Rockwell International’s System Development Lab, and an International Treasurer for TRW.

 

John Gallagher

CFO, MediaMix365

John is the CFO of MediaMix 365, a marketing company seeking to vertically integrate throughout the customer acquisition process. John has more than 20 years of comprehensive accounting, finance, and operational experience. His diverse industry experience includes technology development, media and advertising, e-commerce, branded apparel, real-estate, transportation, education, and investment banking. He has participated in start-ups and growth ventures, as well as Fortune 500 companies.
John helps build the accounting and finance departments in growth companies into valuable contributors to the executive decision matrices. With a focus on deciphering the KPI's that influence success, John helps navigate the opportunities and/or challenges that can launch or stifle an organization’s growth plan. John has held significant shareholder/officer positions in multiple M&A transactions.
He is an active Certified Public Accountant (CPA) in multiple states.

 

Damian Greco

Managing Partner, Promenade Capital Partners

 

Sang H.

Finance & Analytics, TINT

Scott Hamilton

Scott Hamilton

President & CEO, Executive Next Practices Institute (ENP)

Scott Hamilton is a well-known thought leader & speaker in the field of “next practices” improvement of leadership and organizational performance for the Global 1000, emerging and mid-market companies. With a multi-functional experience as a large enterprise corporate executive and trusted advisor, Scott has helped leaders and organizations be more effective in how they strategize and perform. His executive and organizational coaching expertise includes the design & implementation of strategic execution programs, innovation methods, executive branding techniques, leadership team performance and the pioneering use of “collective intelligence” alignment programs. He has worked with leaders at all levels to build their strengths to maximize team capability in decision making, inclusion, ideation, focus and results in both emerging and established businesses.
Scott’s industry exposure has been both broad and deep. He has held key marketing, strategy, and organization development executive roles for such companies as McDonald’s, Nestle USA, Bergen Brunswig, Honeywell- AlliedSignal, ARAMARK Distribution and DirecTV. Scott has also founded several businesses and built top advisory practices that have coached hundreds of C-level leaders through strategic planning, large-scale change efforts, teambuilding, merger and acquisition/integration activity teams, and developed in-house executive development programs.
Hamilton is CEO of the Executive Next Practices Institute, a large C-suite research and forum organization that is a community partner organization located at the University of California-UCI Applied Innovation. He is also NextWORKS Strategy (2018 Innovators of the Year nominee- Orange County Business Journal), a premier provider/advisors of strategy development, alignment, talent management, board effectiveness and executive performance programs to middle-market companies. He serves on the boards of several organizations.
Hamilton is a frequent keynoter and panelist to CEO groups, trade associations, private company functions and global conferences on the topics of disruption, ideation, innovation, technology, organization effectiveness and “next practices” development.

 

Mark Hartsell

President, CEO Advisor, Inc.

Mark is President of CEO Advisor, Inc. He is a management consultant and CEO Advisor® specializing in the growth and strategy of small and mid-size companies, primarily technology and media companies, as well as, service companies and many other industries.
Mark has expertise in Growth Capital and Mergers & Acquisitions Advisory Services. He is accredited by the Institute for Independent Business, an international accreditation organization for business advisors, with the credential of CEO/Founder, Masters in Business (MBA), and Certification in M&A.

Harold Katz

Harold Katz

ERP Business Systems Analyst, Oracle+Netsuite

Austin King

Austin King

Managing Director, Boustead Securities

Austin King is a Managing Director at Boustead Securities where he provides deal support on M&A, equity, and debt investments. Mr. King brings substantial M&A, capital markets, and corporate finance experience to client engagements across many sectors. He has assisted entrepreneurs, investors and shareholders by facilitating growth, increasing shareholder value, and creating liquidity events through recapitalizations, debt, and equity financings.

Prior to joining Boustead, Mr. King advised numerous start-ups in the Los Angeles Ecosystem where he served as an investment banker at WestPark Capital.

Mr. King is active in Newport Beach’s investment community where he founded Newport Beach Investment Events, a private institutional investment networking association with 7,000+ members.

Austin currently holds FINRA 79,7,65 and 63 investment licenses. He completed his master’s degree in Applied Economics from the Mihaylo College of Business and Economics, Cal State Fullerton, and holds a B.A. in Economics from San Diego State University with honors and distinction in economics.

Steven Lehat

Steven Lehat

Regulatory Attorney & CEO, Validation World

Steven Lehat is Senior Regulatory Counsel who runs Regulatory World and several specialized consultancies. His extensive experience as a regulatory attorney includes work involving the Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), United States Customs Service (now Department of Homeland Security), Food and Drug Administration (FDA) and the Federal Trade Commission (FTC).

With his background in finance, Steven took a break from business, to study law. He then concentrated in the field of securities law and works in the compliance areas of crowdfunding, raising private capital, and digital currency. He provides counsel for the Southern California Chapter of the world’s largest angel investment group, Keiretsu Forum. He also works on projects worldwide.

When he isn’t serving his clients with expert legal insight, Steven devotes his time to charitable causes. This includes mentoring. Steven states, “Mentoring is part of my vision for the future. It is most rewarding to help equip the next generation for success!”

 

Roberto Medrano

CEO, Beach View Capital

COO www.Venturenetwork.io, CEO Beach View, previous GM of HP Software, CEO Polivec, President Finjan, EVP Akana, Executive Sun Microsystems, ICO Advisor, Board Member. Executive with 5 public companies, 3 of them were private when he joined; 14 companies have been acquired when he was in a board position. Executive in the information technology field of cybersecurity, Artificial Intelligence, Blockchain, IoT, governance, compliance, software, cloud, SOA/API management and enterprise architecture. ICO and board advisor for several Blockchain, AI and cloud companies.

 

Marc O'Brien

Vice President, Corum Group

 

Raj Patel

Former Executive Director, Finance, Ingram Micro

Ethan Rojhani

Ethan Rojhani

Partner, Risk Advisory Services, Grant Thornton

Mr. Rojhani is a partner in Grant Thornton’s Business Risk Services (BRS) practice in Denver with experience leading the full lifecycle of risk management and consulting engagements. Mr. Rojhani’s recent experience includes leading the development and implementation of custom tools that integrate cognitive intelligence and analytics to streamline compliance assessment and audit testing. Mr. Rojhani has also recently led IT strategy engagements to help organizations identify and implement effective strategies for transforming their organizations for emerging technologies. Mr. Rojhani has helped clients identify, quantify, qualify and manage costs and risks through focused process improvement—which includes developing the training, tools, and management controls necessary to drive organizational value. In addition to his consulting-focused work, Mr. Rojhani has led the assessment of controls over Service Organization Controls (SOC 1 & 2), as well as the implementation of SOX implementation and compliance.

Morvareed Salehpour

Morvareed Salehpour

Managing Partner, Salehpour Legal Consulting

Morvareed Z. Salehpour is managing partner of Salehpour Legal Consulting, a boutique law firm which provides big firm representation at small firm prices. She specializes in handling a diverse range of complex legal matters both in and outside the courtroom. She is experienced in negotiating a variety of contracts and legal agreements and handling cases from inception to trial and appeal. She has represented clients across the nation ranging from entrepreneurs and small businesses to Fortune 500 companies and works in a variety of industries, including blockchain, entertainment, technology, media, banking, manufacturing, real estate, fashion, retail, cannabis, food and beverage, and healthcare, among others. Ms. Salehpour also regularly writes and speaks on developing issues in the blockchain space.

 

Cliff Schenkhuizen

Partner, Fortium Partners, LP