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 TechBiz Connection Where Technology & Business Intersect

TechBiz Connection | MANAGING BUSINESS GROWTH IN EARLY STAGE COMPANIES | March. 19th | Irvine, CA

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MANAGING BUSINESS GROWTH IN EARLY STAGE COMPANIES
There is a lot of chatter about how tough it is for a new business venture to get started. Defining the business goals and objectives, creating a strategic plan, securing funding, recruiting the management team and launching the business may seem like a daunting challenge. However, once “traction” has been achieved, entrepreneurs continue to face many new challenges as they begin to generate revenue, margin and costs. The real challenge is how the company will produce sustainable revenue growth and profitability.

Tech Biz Connection has assembled a panel of successful Chief Executives, Entrepreneurs and Business Leaders who will share some of their experiences, insights, obstacles, successes, failures and challenges as they have led the way in transforming an early stage company into a growing and profitable enterprise. This is a great opportunity for entrepreneurs, business owners and management to discuss the ideas, challenges and conflicts that must be managed as an early stage company is led into the next phase of profitable growth.

MODERATOR:

Paul Ulyett | Managing Director | RiechesBaird Strategy Group
Paul Ulyett specializes in enabling clients to generate sustainable, profitable revenue growth through brand aligned business strategy, business process reengineering, human performance improvement and customer relationship management. Clients include a wide range of companies including; Microsoft, FileNet, Kaiser Permanente, Blue Shield of California, The Trizetto Group, Dana Capital Management, Encore Credit Corporation, U.S. HealthWorks and American Airlines.

Prior to joining RiechesBaird Strategy Group Paul spent seven years at Oracle Corporation, most recently as Vice President, Global Marketing Programs. His responsibilities included the global marketing of Oracle's technology, applications, services and consulting products, a $10B business spanning nearly 100 countries. Paul also serves on the advisory board of Instancy, Inc., of Cary, North Carolina and on the Board of Directors of Kyliptix Solutions, of Irvine California and Knowledge Foundations, Inc., of Westminster, California.

PANELISTS:

Matt Ridenour | Managing Director | Momentum Venture Management
Prior to founding Momentum Venture Management, Matt spent more than 10 years working in private equity, venture capital and as a CEO in successful early-stage companies. He has been a principal in more than 25 private market transactions with an aggregate value of more than $200 million. Prior to founding Momentum Venture Management, Matt served as CEO of UNX, the world's largest independent institutional equity trading platform, where he secured $20 million in venture funding. He also founded Gazelle TechVentures, a $60 million VC firm where he continues to serve on the executive committee. Previously he was a principal in Blue Capital, a private equity firm spun out of McKinsey & Company, and also spent two years focusing on private equity advisory at Bain & Company. Matt holds a BA in Economics from Dartmouth College and graduated with High Honors as a Baker Scholar (top 5% in his MBA class) from Harvard Business School. Matt currently serves on the Board of Directors of nQueue (Chairman), Sendio (Chairman), TherMark, GaimTheory, Gazelle TechVentures and iModules.

Frank Lane | CEO | Armorlite
Frank Lane is a seasoned executive with a strong record of serial entrepreneurial achievements in domestic and international business development. His professional background encompasses extensive experience in technology development. In his first CEO venture at 21 years old he created one of the largest interior commercial plantscape companies in Western US. He made his first million dollars upon the sale of this company at 28 years old. He then lead a $3M research and development project for Environ Corporation and sold the company to National Panasonic. Next, Mr. Lane took over a SoCal family business and built a national channel of distribution and sold the company. He currently serves on various boards for non- and for-profit corporations and donates his managerial skills to various social organizations including the Catholic Workers Charities.

Dan Morefield | Executive & Investor
Dan Morefield is a dynamic leader with 28 years of management experience in banking and internet companies. Leaving Banking as an executive after 19 years, he served as CIO of Overture Services from its early stage growth through its integration into Yahoo! Dan held positions responsible for annual operating budgets in excess of $100 million and capital expenditure budgets in excess of $40 million. Dan’s internet experience spans executive positions with five companies including Overture Services, PayMyBills and Experian Consumer Direct. He was also a founding partner of a small private equity firm that successfully engaged in a wide variety of early stage investments.

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TechBiz Connection | 3943 Irvine Blvd. #502 | Irvine, CA 92602

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