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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.

2020 Top Ten Disruptive Tech Trends

Investors Panel: Will your strategy get funded?

Tech Valuation Metrics: What are you worth?

Buyers Panel: Do you have what they want?

Sellers Panel: Advice from CEOs who've sold.

Succession Planning: Selling during troubled times

Tech Growth & Exit Strategies: LA, Tech Investment and M&A in a Virtual World

Sep 17, 2020


11:40 – 12:00
Login Grace Period

Welcome & Opening Remarks

Director of WFS: Matt Rung
Conference Chair: Serge Jonnaert, Corum Group (Platinum Sponsor)

12:05 – 12:25
2020 Top Ten Disruptive Technology Trends: Will they put you out of business?
Tim Goddard, Corum Group

12:25 – 1:25
Investors Panel: Will your strategy get funded?

Jeff Wallace, Co-Founder & Angel Investor, Silicon Valley in Your Pocket

Neil Sahota, Angel Investor & CIO, UCI Law

Brian Mac Mahon, Head Honcho, Expert DOJO

Jeffery Potvin, Founder, OPN (Open People Network)

Vik Sasi, Partner, Dreamers VC

Moderator: Jeff Bunting, Corum Group

1:30 – 1:55
Tech Valuations: What is your company worth?

1:55 – 2:05
Short Break

2:15 – 3:15
Buyers Panel: Do you have what they want?

Todd Crick, Co-Founder & Partner, Astra Capital Management

Jenna Sleefe, Software Investor, K1 Investments

Josh Klein, Corporate Development, Ripple

Matt Picciano, Principal, Alpine Investors

Simer Mayo, CEO, Valor Global

Jerry Pence, Managing Partner, Balanced Capital Partners

Moderator: Ian Thurbon, Corum Group

3:20 – 4:20
Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit

Scott Barrows, Former CEO/Co-Founder, ZeroHero

Maria Grineva, CEO and Co-Founder, Orb Intelligence

Gregory Barsh, Founder SECA, Principal, Success Rule One  

Moderator: Serge Jonnaert, Corum Group

4:20 – 4:45
Succession Planning: Selling During Troubled Times

Bruce Milne, CEO, Corum Group

Dan Bernstein, EVP, Corum Group


Principal Success Rule One

Gregory Barsh

Founder Seca

Expert DOJO

Brian Mac Mahon

Head Honcho


Scott Barrows

Former CEO/Founder

Manhattan West

Vik Sasi

Chief Strategy Officer and Managing Director

Corum Group

Bruce Milne

Founder & CEO

Valor Global

Simer Mayo


Corum Group

Ian Thurbon

Regional Advisor

Francisco Partners

Jenna Sleefe

Director Bus Dev


Josh Klein

Corporate Development

Corum Group

Timothy Goddard

Executive Vice President, Corporate Strategies

Alpine Investors

Matt Picciano


Open People Network

Jeffery Potvin


Corum Group

Daniel Bernstein

Executive Vice President and Director

Corum Group

Jeff Bunting

Senior Vice President


Neil Sahota

Angel Investor & CIO

Silicon Valley in Your Pocket

Jeff Wallace

Co-Founder & Angel Investors

Astra Capital Management

Todd Crick

Co-Founder & Partner

Corum Group

Joel Espelien

Executive Director - Client Services

Orb Intelligence

Maria Grineva

CEO and Co-Founder

Balanced Capital Partners

Jerry Pence

Managing Partner


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