2024 RECURRING REVENUE CONFERENCE AGENDA
12:00-12:50pm
REGISTRATION, NETWORKING & EXHIBITOR BOOTHS
12:55-1:10pm
Opening and Welcome
Nancy Hammerman, Sutton Capital Partners
1:15-1:50pm
Session 1 - PANEL: Profitable Growth in Challenging Times
Meet 3 CEOs who have each weathered economic uncertainty and understood what strategies to implement to achieve profitable growth.
MODERATOR: Peter Cowen, Sutton Capital Partners
Daniel Cunningham, Leonardo247
Mitesh Gala,Altametrics
Greg Liberman,Roaming Hunger
2:00-2:30pm
Session 2 - KEYNOTE SPEAKER: Fireside Chat
INTRODUCTION: Theresa Robarge, Oracle NetSuite
Tony Smith, CEO and Founder, Restaurant 365, in conversation with John Tabis, Partner, Head of Venture Building, M13 & Founder/Chairman, The Bouqs Company
2:35-2:50pm
Session 3 - PRESENTATION: State of SaaS: Key Trends & Challenges
INTRODUCTION: Kashif Hussain, CohnReznick LLP
Peter Cowen, Sutton Capital Partners
2:55-3:15pm
BREAK
3:20-3:50pm
Breakout Sessions
1) Recurring Revenue: Art or Science? Theresa Robarge, Oracle NetSuite
Managing recurring revenue is a complex interplay of art and science, each critical to the overall strategy. In this session, we will discuss Data-Driven Decisions, Predictive Analytics, streamlining Process and Customer Experience, Innovation, and Balancing Growth.
2) Term Sheets 101: Karan Talati, First Resonance and Sean M. O’Neill, Cooley LLP
Unlock the secrets of successful negotiations with Term Sheets 101! Whether you're a startup founder, an investor, or simply looking to understand the intricacies of funding, this session breaks down the key components of term sheets . Learn how to navigate the complex landscape of equity, valuation, and rights with confidence. With practical examples and expert insights, you'll gain the knowledge needed to secure the best terms for your venture.
3) Founder Spotlight: My Fundraising Journey: Kameale C. Terry, ChargerHelp! in conversation with Brittney Crockett, Slauson & Co.
Kameale C. Terry realized the expanding network of electric vehicle charging stations would need a workforce for maintenance. In 2020 she co-founded the company ChargerHelp! with the aim of training a nationwide workforce of technicians to repair charging stations. Hear her story and the journey to raising over $20M to build the future of electric vehicle infrastructure.
3:55-4:25pm
Roundtable Discussions
Emcee: Rachel Horning, Cooley LLP
1) AI and the Future of Customer Service: Anuj Bhalla, serviceMob
2) Monetizing Your Payments Integration: Dustin Siner, Payarc
3) Critical SaaS Metrics: What to Measure and When: Theresa Robarge, Oracle Netsuite
4) Productivity: Working Smarter, Not Harder: Jennifer "JJ" Jank, Desert Diva LLC
5) AI Knows Your Job: Let It Do the Work While You Lead the Way: Monica Higgins, AI Training & Strategy
6) Unlocking Sales Growth: Jennifer Apy and Kim Salzer, Chief Outsiders
7) Build A Better Team: Kristen Snyder, Insperity
8) SaaS M&A in 2024: 4 Trending Legal Considerations: Jonathan Friedman, Stubbs Alderton & Markiles, LLP
9) Partnerships: Scaling One-to-Many Sales Strategies: Mark Wasiljew, Beachmark Consulting Group
10) 4 Keys to Best Practices in Managing Subscriptions and Revenue Recognition: Louis Balla, Nuage Consulting Group
4:30-5:00pm
Session 4 - PRESENTATION: SaaS and the Impact of AI:—Separating the Profound Impact from Misconceptions
AI is fundamentally reshaping the B2B software industry. We'll dive into the impending consolidation of software categories, the emergence of metadata as the new competitive moat, and the return to "winner-take-most" market dynamics. You'll learn why this isn't just another tech trend, but a seismic shift demanding immediate attention from every startup founder.
We'll cover practical strategies for adapting and thriving in this new world. From rethinking product development to overhauling go-to-market approaches, you'll discover why deep customer insight is more critical than ever and how to leverage AI to run your startup more efficiently. As part of the session, Brett will provide specific examples of AI-centric Bonfire portfolio companies and how they are rewriting the rules of the two decade old SAAS playbook.
Special Guest Speaker: Brett Queener, Bonfire Ventures
Introduction: Theresa Robarge, Oracle NetSuite
5:05-5:55pm
Future Rockstar Pitch
Sponsored by Cohn Reznick LLP
Emcee: Scott Fox, StartupCouncil.org
3 Finalists in front of 4 Judges:
La Keisha Landrum Pierre, Emmeline Ventures
Gaurav Kumar, Beyond Codes Inc and Hunt Grow Consulting
Lizzie Francis, M13
Petra Griffith, Wedbush Ventures
5:55-6:00pm
Announcement of Future Rockstar Winner
Kashif Hussain, CohnReznick LLP
6:00-6:05pm
Wrap up
Peter Cowen, Sutton Capital Partners
6:00-8:00pm
COCKTAIL RECEPTION
Co-sponsored by Cooley LLP and Escalon