Fifth Annual Growth and Exit Strategies for Software & IT Companies Powered by SDForum



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    Program Overview

    Please join us for the fifth annual Silicon Valley conference. Throughout the years, our focus has always been on growth and exit strategies, and within that focus we have presented timely speakers and advice for CEOs of software and IT companies. The first conference took place at the very bottom of the software market, in 2002. Geoffrey Moore delivered a keynote address on strategies for selling software in a hostile, paranoid environment. Subsequent conferences focused on themes such as the recession, shrinking IT spending and a moribund IPO market. In 2006 we were back with an aggressive agenda promoting growth and value creation through the resurgence of SaaS and a rebounding NASDAQ. This year we are focusing on two central themes that have been extremely prevalent among recent IPO, M&A and investment targets: Private equity recapitalization transactions, and Web 2.0. We will also welcome a buyers panel that includes luminaries from Yahoo, McAfee, Intuit and other leading companies, and an informal discussion with CEOs who recently sold their companies.

    Don’t miss this great opportunity to attend this one-day event to learn how to maximize your wealth in today’s hot M&A environment.

    NEW! The California State Bar has approved this WFS educational seminar for 7 CLE credits when you attend the conference.

    Past Attendees:

    • "A very worthwhile conference. The coverage of topics was comprehensive and the materials were very thorough.” Joe Powers, CFO — BayPackets, Inc
    • "Absolutely worth the effort. Thank you.” Jurgen Schlenzig, CEO — SiteForum Group
    • "Excellent! Right on target!” Satya Avala, CEO — IQSure Inc.
    • "Excellent material on M&A and growth for a software company.” Tad Nguyen, CEO — Ingleside Networks


    Check back often for updates

    8:00 - 8:30 Registration and Continental Breakfast

    8:30 - 9:00 Chair Welcome and Industry Update

    Nat Burgess, Executive Vice President - Corum Group, Ltd.

    9:00 - 9:45 Panel Discussion

    Exit Options - Determining What is Right for You

    Views from the Investment Banking, VC and Private Equity Communities

    9:45 - 10:15 Morning Keynote Speaker

    The Financial and Strategic Role of Private Equity in Global Technology Markets

    Amish Mehta, Partner - Vector Capital

    10:15 - 10:30 Break

    10:30 - 11:15 Panel Discussion

    CEOs Who Sold - Are You Ready?

    Dan McCall, Formerly with AppWorx

    Jonathan Sposato, Formerly with Google

    Yan Calotychos, Formerly with iView

    11:15 - 12:00 Buyers Can Pay Higher Valuations Using Leverage: The Role of Debt in Tech Companies

    Steve Macho - Wells Fargo Foothill

    12:00 - 1:30 Grant Thornton Luncheon

    Analyst Viewpoint on Future Opportunities for Technology Entrepreneurs

    Tim Miller - The 451 Group

    1:30 - 2:00 The Deal - Secrets to a Successful Negotiation

    2:30 - 3:15 Buyers Panel

    What it Takes to Be the One They Acquire

    Steven Aldrich - Intuit

    Ken Gonzalez - McAfee

    Damon Cronkey - Yahoo!

    Mark Alba - Symantec

    3:15 - 3:30 Break

    3:30 - 4:15 Afternoon Keynote

    Web 2.0 and the Enterprise

    Rene Bonvanie - SVP, AppExchange,

    4:15 - 5:00 Market Update

    Building Value in Software and IT Companies

    Ward Carter, President - Corum Group, Ltd. The current valuation environment and strategies for achieving maximum value.

    5:00 - 7:00 Cocktail Reception


    A Partner Event with The WFS

    World Financial Symposiums (WFS) is an international organization dedicated to educating technology leaders. It organizes and promotes forums for CEOs, CFOs, corporate investors and other deal participants for the software and IT industries, with the intent to educate and encourage deal flow among industry participants. A true symposium, WFS brings together elements of the financial and partnering community, allowing for the exchange of innovative and effective approaches and methods being used in successful corporate growth plans today. The 5th Annual Growth & Exit Strategies for Software & IT Companies will be held in San Jose, CA, June 21, 2007. Featuring a topical agenda and world-class presenters, the conference provides an outstanding opportunity to learn about creating wealth and accelerating growth.



    Double Tree Hotel

    2050 Gateway Place

    San Jose, CA 95110



    (Refreshments,Breakfast, Lunch, and Reception included)

    $295 Special Price Through SDForum