CAPITAL CONFERENCE September 26 Xfinity Live

Transcription

1 CAPITAL CONFERENCE 2018 September 26 Xfinity Live

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3 September 26, 2018 Welcome to the 2018 Philadelphia Alliance for Capital and Technologies (PACT) Capital Conference! RSM is proud to host the 25th Annual PACT Capital Conference For over two decades, the conference has been the premier forum for bringing together investors and entrepreneurs as well as venture capital and private equity and leaders in the Mid-Atlantic region and beyond. As first choice advisors to middle market leaders globally, we are committed to our partnership with PACT to usher in a new age of deal making. This year s theme, Building Connections in a New and Different Way, focuses on redefining and reenergizing the ways to connect startups, enterprises and investors. Our new venue will allow for more immersive collaboration between leading venture investors, CEO s and influential business advisors; while the new time of year and single day format will firmly refocus the spotlight on dynamic company showcases and the latest advances in healthcare, technology and other innovative industries. Informative sessions have been curated to increase your understanding of the latest trends and best practices from the region s most promising emerging healthcare and technology companies. You will also hear from showcase companies within the social impact, university and international industries. Cindy Eckert, CEO, The Pink Ceiling/Pinkubator Arlan Hamilton, Founder + Managing Partner, Backstage Capital, CEO + Co-founder, Backstage Studio Alex Banayan, Author of the national bestseller The Third Door We are excited to continue with the highly anticipated Lion s Den, which allows early stage companies the chance to pitch to angel investors willing to invest on the spot. Previous year s companies have walked away with over half a million dollars in startup funding. We look forward to the success this year s session will bring. The esteemed Lions will be: Jonathan Brassington, CEO, Liquidhub, A Capgemini Company Michael C. Forman, Chairman and CEO, Franklin Square Capital Partners Michael Hagan, Managing Partner, Hawk Capital Partners Richard Vague, Managing Partner, Gabriel Investments As the hosts of the 2018 PACT Capital Conference, RSM is committed to helping organizations like yours improve at every turn. Whatever the challenge, we strive to understand your business and your industry to deliver objective advice and high quality, customized services that help you make more confident business decisions. We are proud to partner with PACT in sharing these opportunities and thankful to all of the members of the Steering Committee and other committees for working diligently to make this event a success. The conference would not be possible without the valuable contributions of the entire team. On behalf of RSM, our fellow sponsors and committee members, and the PACT community, thank you for your continued support of our region s business community. We look forward to meeting you during what promises to be an outstanding event. We hope you take this occasion to build relationships with this unique community dedicated to advancing growth in our region and beyond! Robert Fesnak Partner RSM Host Co- Chair, PACT Capital Conference, 2018 Paul Marvel Market Managing Partner RSM Host Co-Chair, PACT Capital Conference, 2018

4 PACT would like to give a special thank you to the PACT Capital Conference 2018 Executive leadership for their time, energy and vision. PACT CAPITAL CONFERENCE 2018 EXECUTIVE COMMITTEE Robert Fesnak, Partner, RSM US LLP PACT Capital Conference 2018 Host & Chairman Robert Fesnak is a partner and management consulting leader, PA/NJ at RSM US LLP. Bob has developed an extensive background in audit, accounting, tax, valuation and financial consulting for many public and middle market companies. He has over thirty years of experience with concentration in the manufacturing, technology, life science, service, real estate, wholesale, health care, private equity and leasing industries. Bob was a partner at Fesnak LLP from 2004 to 2014 and previously a partner at Smart and Associates, LLP from 1990 to Bob also worked as an audit principal with Laventhol and Horwath where he served a diversified client base. Prior to his tenure at Laventhol and Horwath, he was a member of Grant Thornton. He has assisted companies with capital and operational budgets, cash flow forecasts, evaluations of cost accounting methods and business valuations. Bob has experience with the Principals of Lean Manufacturing. In addition, Bob has provided merger and acquisition services to both acquiring and target companies. Bob has presented seminars on mergers and acquisitions, business valuations, accounting and related fields for national accounting firms, universities, the PICPA and various trade and professional organizations. Bob has been quoted in Business Week SmallBiz and has authored an article for the Capital Growth Interactive s Venture Guide on valuing technology companies. Bob has co-authored books on valuation of companies in the How to Start and Grow a Life Sciences Company and Intellectual Property and Financing Strategies for Technology Start-ups. He has also appeared on Money Matters, a financial oriented cable program, discussing various financial planning strategies, and Venture Talk, a radio program. Bob is a former adjunct professor in the Executive MBA Program at the University of Sciences in Philadelphia (USP). Bob is a former member of the investment committee for the Penn SE Mezzanine Fund, L.P., which provided mezzanine financing to middle market companies. He is a former member of the board of directors and former Chairman of the Audit Committees for both a hedge fund and for Eagle National Bank. Bob is a member of the board of directors of the Greater Philadelphia Alliance for Capital and Technologies (PACT). Paul Marvel, Market Managing Partner, RSM US LLP PACT Capital Conference 2018 Host & Chairman Paul is the market managing partner of the RSM Philadelphia region responsible for business operations in our Pennsylvania and Southern New Jersey offices, which includes approximately 400 people. He has overall responsibility for client relationships, implementing the firm s strategy and expansion services. He serves diverse clients from closely held (family owned) corporations to nationally and internationally traded public corporations. His expertise is in the manufacturing, wholesale distribution, professional services and financial institutions industries. Paul has planned, executed and managed all phases of financial and operational engagements, including audits, reviews and special services. He has managed and coordinated due diligence procedures for numerous clients related to asset purchase and stock acquisitions. He also managed internal audit and compliance audits including consulting with clients to enhance the effectiveness of internal controls and to increase the efficiency and profitability of operations. His responsibilities include performing risk assessments of internal controls, planning, supervising and executing test procedures and preparing and communicating reports and findings and recommendations to client audit committees. Paul has instructed on numerous topics including international accounting topics, internal controls and auditing effectiveness. He also advised clients in creating, defining and implementing effective inventory costs systems and preparing, implementing and analyzing budgets, projections and strategic business plans. Dean E. Miller, President & CEO, PACT, Managing Director, PCOM Chair, PACT Capital Conference 2018 Dean serves as President and CEO of PACT (Philadelphia Alliance for Capital and Technologies), the largest resource in the Philadelphia region for investors and healthcare and technology entrepreneurs. Dean also serves as Managing Director of the PCOM Primary Care Innovation Fund, a venture capital fund focused on healthcare innovations, particularly those focused broadly in the field of primary care. Dean brings close to 20 years of investment experience to the PCOM Fund.

5 Dean was previously Managing Director at Novitas Capital where he focused on venture capital investments across healthcare and technology. He led investments in and served as Chairman or Director of Agile Therapeutics (NASDAQ: AGRX), Cernostics, Inc., Renal Solutions (acquired by Fresenius (NYSE: FMS)), Incurrent Solutions (acquired by Online Resources (NASDAQ: ORCC)), LearnNow, Inc. (acquired by Edison Schools), and VIPDesk (acquired by International SOS). Previously, Dean served as the Chief Financial Officer of Adaptiv Learning Systems, a venture-backed start-up company that was spun out of the University of Pennsylvania. Dean began his career at the Chubb Group, where he held a variety of senior management positions. He holds a Bachelor of Arts Degree in Business Administration and Psychology from Franklin and Marshall College and he graduated with distinction from the University of Pennsylvania s Wharton School with an MBA in Private Equity. Rick Genzer, Investment Director, Ben Franklin Technology Partners, Industry Track Vice Chair, Early Stage, PACT Capital Conference 2018 Rick has been involved in business leadership and technology since 1986 in roles ranging from software engineer to executive vice president and CTO. His direct functions and activities during this time include hands-on software development, systems architecture, product & project management, online services, business development, financial services, monetizing web-content, electronic commerce, due diligence for M&A activity and leadership in various content-orientated and high technology application development initiatives. From , he stitched together proven leadership skills, business acumen and deep technology experience into a successful management consulting practice serving a wide range of technology companies throughout the US. Today Rick proudly serves as an investment director in the IT sector at Ben Franklin Technology Partners of Southeastern PA. Matthew Reber, Investor, 1315 Capital Industry Track Vice Chair, Healthcare, PACT Capital Conference 2018 Matthew joined 1315 Capital as Partner in 2017, bringing extensive healthcare investing experience across debt and equity transactions. Prior to joining 1315 Capital, he spent 9 years at HealthCare Royalty Partners, most recently as a Managing Director. He has over 15 years of growth stage investing experience with a focus on the specialty pharmaceutical and medical technology sectors. Prior to HealthCare Royalty Partners, Matthew worked at Accretive LLC and Paul Capital Partners. Earlier in his career, he worked as a principal investor focused on the healthcare industry at Oak Hill Capital Partners and J.H. Whitney & Co. Matthew started his career as a healthcare investment banker at Morgan Stanley. Matthew has worked on over $1 billion in healthcare financings over the course of his career. Matthew received a BSc in Engineering, magna cum laude, from Princeton University, an MBA with honors from The Wharton School of the University of Pennsylvania, and a Master of Biotechnology degree from the University of Pennsylvania. Sean Dowling, Principal, Osage Venture Partners Industry Track Vice Chair, Technology, PACT Capital Conference 2018 Sean Dowling serves as a principal at Osage Venture Partners, where he helps to lead OVP s efforts to partner with compelling entrepreneurs building leading early stage, business-to-business software companies on the East Coast. Sean serves as a board member of BookKeeping Express, Brazen, Connected2Fiber, ExecOnline, and TimelinePI. He is also an observer at GoCanvas, Galactic Fog, indico, Noodle Partners, Phone2Action, RackWare, RiskLens, and Sidecar. Sean joined Osage full time as an Associate in 2011, after interning with OVP as a Summer Associate while pursuing his MBA. Prior to business school, Sean spent five years at the Monitor Group in London, UK and Boston, MA where he served as a senior case team. At Monitor, Sean focused on integrating marketing strategy and organizational design to enable Fortune 500 multinational companies to achieve sustainable growth, primarily in the consumer packaged goods and life sciences industries. Sean completed his MBA, with honors, from The Wharton School at the University of Pennsylvania and graduated magna cum laude from Princeton University with a degree in Economics. He lives in Philadelphia with his wife, Tracy, and children Sam and Eve.

6 Dave Maturo, Director Business Development, Grant Thornton LLP Chair, Sponsorship, PACT Capital Conference 2018 Dave is a client service and business development professional with over 18 years of experience. Dave has over 6 years of experience in a retained executive search firm recruiting for senior-level accounting, finance and tax professionals in the Delaware Valley. He also has 10 years of experience as a finance professional with a division of a multinational Fortune 1000 pharmaceutical company. Dave has a proven track record of professional growth and advancement and an aptitude for relationship building and process. He has strong operational, client service and business development skills, combined with a broad business perspective from directing and serving business segments during periods of development, expansion and restructuring. Dave is currently a board member for the Pennsylvania SPCA. He is actively involved in the Development and Strategic Planning Committees with the organization. Dave is also a board member for the CEO Alliance of Philadelphia. Dave graduated Maxima Cum Laude with a Bachelor s of Science in Finance and Economics from LaSalle University. He received his Master s in Finance from the University of Delaware. Jessica Gallo, Business Development & Marketing, RSM US LLP Marketing/PR Chair, PACT Capital Conference 2018 Jessica leads marketing and advertising for the RSM in the Greater Philadelphia market as well as Technology and Management Consulting for RSM in the Northeast region. She is also responsible for marketing and strategy for RSM s blockchain and digital asset capabilities nationally. Jessica has developed marketing strategy, sales programs and advertising campaigns for over 15 years in a variety of industries including professional and financial services, technology, retail and life sciences. She has a Bachelor of Sciences in Marketing and Business Logistics from The Pennsylvania State University and is involved in the American Marketing Association and the Business Marketing Association. She is on the planning committee for the Philadelphia Summer Search Classic and is a volunteer with the Girl Scouts of Eastern Pennsylvania. Andrew Hamilton, Partner, Morgan Lewis & Bockius LLP, Former Host & Co-Chairman, PACT Capital Conference 2017 Andrew Hamilton concentrates primarily in mergers and acquisitions (M&A), private equity and venture capital, securities law, and general corporate counseling. He works with companies in industries as diverse as energy and clean technology, computer software, information technology, business services, healthcare technology, and medical devices. Andrew advises clients, including private equity or venture-backed companies, on all phases of their growth cycles including business plan development, start-up structuring, and change in control transactions. Andrew frequently serves as outside general counsel on behalf of his clients. A large part of his practice is devoted to advising clients on corporate governance matters, board of director, and fiduciary duty issues. He also works closely with colleagues across practice areas, including employee benefits and executive compensation, labor and employment law, and intellectual property law to ensure that the delivery of legal advice is coordinated with each client s business objectives. Many of Andrew s private equity and venture backed companies rely on him both for his experience in handling transactional matters and for continuing guidance on general corporate matters. Jeffery P. Bodle, Partner, Morgan Lewis & Bockius LLP Former Host & Co-Chairman, PACT Capital Conference 2017 Jeff nurtures entrepreneurs and early-stage clients by reviewing their business plans, helping identify appropriate financing sources, and connecting them to various emerging business and venture capital communities. He also provides legal and strategic advice on choice of entity and formation issues, equity and incentive structures, equity and debt financing structures, and the execution of growth strategies, including M&A. He counsels boards of directors and senior management on corporate governance, securities compliance, and IP matters, as well as offering advice on exit strategies, including preparing for and executing a sale transaction or IPO, or transitioning from a private to a public company. Jeff participates in the firm s Connect at Morgan Lewis program, which brings

7 together investors and entrepreneurs and helps clients refine their investor presentations through individual coaching sessions. An active member of the Greater Philadelphia and Pennsylvania start-up, emerging business, and venture capital communities, including the IT Investment Advisory Committee for the Ben Franklin Technology Partners of Southeastern Pennsylvania, he speaks regularly on start-up, emerging business, and venture capital topics and serves as a coach and judge at investor and venture fairs and business plan competitions. Cheryl Jarvis-Johnson, Director, PACT Capital Conference Cheryl has been the director of the PACT Capital Conference since She is responsible for strategy development with the conference chairmen and host. As the director she manages the steering committee, budget and oversees the implementation and execution of the six planning committees that include over 80 business leaders in the region. Cheryl orchestrates the vision for the PACT Capital Conference and sees it through its execution. With her team, she manages the conference logistics including production of the official invitation, handbook, and mobile app. Aside from her role as conference director, she also manages PACT s finances and acts as a key decision maker with the PACT team. Cheryl started with GPVG (later PACT) in 2000 as the office manager and later became the administrative coordinator for the educational events. Her career began in real estate as a Property Manager for various fair markets and subsidized housing properties.

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9 Special thanks to the PACT Capital Conference 2018 Steering Committee. We appreciate the time, energy, and dedication you invested in planning our 25th Anniversary. STEERING COMMITTEE MEMBERS DAVE BURKAVAGE Strategic Growth Markets Leader, EY Co-Chair, Healthcare Recruiting/ Selection ANDY CHERRY Partner, KPMG LLP, Co-Chair, Keynote BETH COHEN Director, Business Strategy and Innovation, RCCB SEAN DOWLING Principal, Osage Partners Industry Track Vice Chair, Technology ROBERT FESNAK Partner, RSM US LLP Host & Co-Chairman, PACT Capital Conference 2018 JESSICA GALLO Manager, Business Development & Marketing, RSM US LLP Chair, Marketing/PR LATOYIA HALL Programs Assistant, PACTLiaison, Sponsor Engagement CHERYL JARVIS-JOHNSON Director, PACT Capital Conference MATTHEW KLINGER SVP Market Manager, Bridge Bank Chair, Investor Outreach MARC LEDERMAN General Partner, NewSpring Capital Chair, Lions Den NATHAN LENTZ Principal, Osage Ventures Chair, Investor Outreach PAUL MARVEL Market Managing Partner, RSM US LLP Host & Co-Chair, PACT Capital Conference 2018 DAVE MATURO Director, Business Development, Grant Thornton LLP Chair, Sponsorship AMANDA NARDI Marketing Coordinator, PACT Liaison, Marketing/PR AMELIA PATTERSON PACT Liaison, Featured Company MATTHEW REBER Partner, 1315 Capital Industry Track Vice Chair, Healthcare MIKE ROMANO Partner, RSM US LLP Chair, Company Preparation BRYAN SNELLMAN Senior Manager, EY Co-Chair, Healthcare Recruiting/ Selection SANDRA G. STONEMAN Partner, Duane Morris LLP Host & Chairman, PACT Capital Conference 2019 RICK GENZER Director of Investments, Information Technology Ben Franklin Technology Partners PLANNING COMMITTEE MEMBERS DEAN MILLER President & CEO, PACT Chair Partner, Sponsorship, General Content DAVID ALBERT Partner, Cozen O Conner STEVE ALVATER Director, RSM US LLP Committee Member, Sponsorship SEAN BARKMAN Principal, Ballast Point Ventures JORDANA BARMISH Assistant Director, PCI Ventures PATRICK BIANCHI Associate, Pepper Hamilton, LLP REID BLYNN Executive Director, Newmark Knight Frank JEFFREY BODLE Partner, Morgan Lewis Co-Chair, Early Stage Recruiting/ Selection, Content MICHAEL BROWN Managing Director, Audit & Assurance, Deloitte & Touche LLP RICHARD COHEN Partner, Duane Morris LLP Committee Member, Technology - Content MIKE COPPA Partner, RSM US LLP Committee Member, Healthcare - Content MIKE CROSSEY Co-Founder & Managing Partner, Baer Crossey JEFFREY DAVISON General Partner, Leading Edge Ventures CHAD DEHART Partner, RSM US LLP Committee Member, Entrepreneur Outreach STEVE DELANEY Partner, Deloitte & Touche LLP MICHAEL DISHOWITZ Associate Director, PCI Ventures DAVID DRAHMS Partner, Osage Venture Partners TOM DWYER Attorney at Law, Pepper Hamilton LLP Committee Member, Technology - CHUCK EGOVILLE Partner, JM Search MATTHEW FEENEY Managing Principal, Cresa Philadelphia Committee Member, Technology - ADAM FISCHER Managing Partner, Howard Fischer Associates MICHELLE FISK Principal, Howard Fischer Associates Committee Member, Company Preparation

10 BRAD FRANK Partner, Howard Fischer Associates Committee Member, Company Preparation/ Content & Programming GENE GODICK Founder & CEO, G-Squared Partners Committee Member, Company Preparation ROB GRASSO Partner, Deloitte & Touche LLP Committee Member, Early Stage & Technology IRA GUBERNICK Member, Cozen O Connor Committee Member, Sponsorship ANDREW HAMILTON Partner, Morgan Lewis Co-Chair, Early Stage Recruitng/ Selection, Content MICHAEL HARRINGTON Partner, Fox Rothschild LLP SHAHRAM HEJAZI Venture Partner, BioAdvance MAXWELL HELLER Director, Transaction Advisory Services, RSM US LLP, Committee Member, Technology JAMES HILL Vice President, Edison Ventures TERRY KERWIN Associate, Fox Rothschild LLP JORDAN KOVNOT Attorney, RCCB MICHAEL KUCZBORSKI Assurance Partner, BDO DAVE KURTZ Managing Director, KMS Capital Group LLC KRISTEN LEWIS Director, Marketing, EisnerAmper LLP Committee Member, Marketing/PR KIM MACALISTER Marketing Director, Pepper Hamilton LLP Committee Member, Marketing/PR LISA MCLEMORE Tax Principal, RSM US LLP KEVIN MCMONAGLE Consulting Director, RSM US LLP Content CHRISTINE MELLER Tax Manager, RSM US LLP Committee Member, General Content RYAN MENDOZA Venture Associate, PCI Ventures CHRIS MILLER Partner, Pepper Hamilton LLP KEN MONTGOMERY Director, BDO Committee Member, Sponsorship DAVE NELSON Member, Cozen O Connor DAVE NEVAS Principal, Edison Ventures TOM OLENZAK Strategy, Innovation, and Investment Professional, Independence Blue Cross Content, Recuriting/Selection JUSTIN O MALLEY Executive Director, J.P. Morgan DOUG PETILLO General Partner, Leading Edge Ventures DOC PARGHI Partner, SRI Capital IAN POLONSKY Attorney at Law, RCCB Law LORI REINER Partner, EisnerAmper, LLP Committee Member, Healthcare - LAURA REINHOLD Attorney at Law, RCCB Law Committee Member, Healtcare SAUL RITCHER Managing Partner, Rittenhouse Ventures CHUCK SACCO Assistant Dean Strategic Initiatives/ Director of Baiada Institute, Drexel University, Committee Member, Early Stage BARBARA SCHILBERG CEO, BioAdvance CRAIG SELAND Managing Director, Deloitte & Touche LLP LIZ SIGETY Partner, Fox Rothschild LLP JEFFREY SNELLENBURG President, PA Angel Network KARINA SOTNIK Director, Business Incubation and Accelerator Programs, University City Science Center, Committee Member, Early Stage ERIC STEAGER Director, Corporate Development & Innovation, Independence Blue Cross Content, TODD STILO Partner, RSM US LLP DIANNE STRUNK VP, Business Development, PACT Committee Member, Sponsorship KIM SUSKO Management Consulting Director, RSM Content JAYSON TISCHLER Principal, Rittenhouse Ventures KIM TUSKI Director of Membership, PACT Liaison, Internal Logistics MICHAEL VERRILL Director, Business Development, Sharp Financial, Committee Member, Healthcare, Sponsorship ADAM VEVERKA Managing Development, Business Development, NewSpring Capital SAM VINOVICH Director, RSM US LLP Committee Member, General Content ELLEN WEBER Executive Director, Temple University Innovation and Entrepreneurship Institute and Robin Hood Ventures, Committee Member, Early Stage Recruiting/ Selection KURT WILLIAMS Partner, Deloitte & Touche LLP,

11 PHILADELPHIA ALLIANCE FOR CAPITAL AND TECHNOLOGIES (PACT) South Broad Street, Suite 700 Philadelphia, PA p/ (215) f/ (215) PHILADELPHIA ALLIANCE FOR CAPITAL AND TECHNOLOGIES (PACT) offers a comprehensive approach to supporting a company s life cycle from early stage through growth by facilitating interaction, information and education. This organization provides a single, strategic hub where key resources, including entrepreneurs, investors, strategic partners, and professional advisors, are available and accessible to all members. PACT supports its membership through a wide variety of programs, services, events and tools. GET CONNECTED Attend Signature Events PACT CAPITAL CONFERENCE A day and a half event that unites the private equity, venture capital, and entrepreneurial communities in the Mid-Atlantic region. For over 20 years, PACT Capital Conference has stimulated billions of dollars in venture funding and entrepreneurial success. ENTERPRISE AWARDS - A black-tie gala that celebrates the achievement, innovation, and success of the region s Technology and Healthcare leaders for over 25 years. PHORUM - A full-day enterprise technology conference that showcases top-tier industry speakers, seminars, and exhibits while demonstrating best practices and implementation strategies of the latest technologies. PACT FOUNDATION BREAKFAST - A networking event that brings together the Philadelphia entrepreneurial ecosystem to support the PACT Foundation focused on diversity, equity and inclusion in STEM education, entrepreneurship, and technology. ATTEND CORE PROGRAMS ALLIANCE PARTNERSHIP ROUNDTABLES - An invitation-only gathering that helps PACT members grow their businesses by building strong alliances focused on networks and skills. CYBERSECURITY SERIES - Learn from security experts on how to protect your business from an attack. Identify threats and solutions to keep your company safe. DIGITAL HEALTH SERIES - Explore key topics related to the Digital Health sphere and learn from industry experts on issues including healthcare, data and regulatory essentials, population health concepts and trends in Digital Health.. FINTECH SERIES - Explore the rapidly evolving technologies that are making the financial sector more secure and efficient. INVESTOR DINNERS - These events provide content focused on topics critical to investors. Events will include round table discussions and networking dinners. MEDTECH EVENTS - Executives of medical device, instrumentation, and medical diagnostics companies meet to network and discuss their industry s unique issues, regulations, and business environment. MEMBER MEETUP - An opportunity to connect with members and peers in the PACT community. Learn about PACT membership and network with key decision makers while enjoying a PACT Happy Hour. PACT PHILLY TECH WEEK - Each year during Philly Tech Week, PACT partners with local thought-leaders to present several events focused on education and best practices for early stage companies. PACT-TIE PITCH SERIES - A series of competitive pitch events connecting talent with investment opportunities, partnered with TiE. TECHNOLOGY EXECUTIVE ROUNDTABLES - These events bring together an elite group of CIOs, CTOs, VPs, Directors of IT, and independent consultants who provide high level strategic consulting, attracting the best and brightest minds to discuss the latest technologies, trends, and government initiatives. SAAS CEO ROUNDTABLES - Exclusive to executives (CEOs, Presidents, and Chief Technology or Strategy Officers, etc.), these events present an opportunity to network and develop best practices with regional SaaS executives. FOR A FULL LIST OF PACT EVENTS, VISIT

12 GET INVOLVED BECOME A MEMBER OF PACT Only PACT members can enjoy all the benefits that PACT offers. COMMITTEE PARTICIPATION Participate on various committees to guide the vision and direction of the organization. Committees include: Alliance Programs Committee, Digital Health Advisory Board, MedTech Advisory Board, Technology Executive Roundtable Advisory Board, Enterprise Awards Judging Panels, Foundation Planning Committee, PACT Capital Conference Planning Committees, Phorum Steering Committee MENTOR CONNECT A collaboration of Ben Franklin Technology Partners and PACT, this member benefit provides entrepreneurs with expert coaching to build a successful roadmap for growth. Mentor Connect partners entrepreneurs and teams of mentors for objective, unbiased advice and guidance. VISIT FOR MORE INFORMATION. MARKET YOUR BUSINESS CUSTOMER CONNECT Customer Connect offers a structure through PACT events for enterprise CIOs and technology buyers to meet innovators from start-up, growth-stage and established companies to pursue strategic relationships and business development. CAPITAL CONNECT Capital Connect represents the mission of the PACT Capital Conference, the Lion s Den, the PACT-TiE Pitch Series and other pitch opportunities throughout PACT s programs. Selected entrepreneurs seeking capital have the chance to pitch directly to investors for funding at no additional cost. TALENT CONNECT Talent Connect is the official job board of PACT and is offered as an exclusive benefit to PACT members. It s focused on providing our members and the Philadelphia business community at large with an easy-to-use and highly targeted resource for online talent connections. VISIT FOR MORE INFORMATION. EXPOSURE OPPORTUNITIES Promote your company s brand and connect with members of the PACT universe beyond events. PACT Member of the Month Spotlights, Company Commercials, Members Promos, PACT Times Cover Story Articles, Press Releases PACT Times is an award winning online monthly publication for PACT members. As a member you are encouraged to write articles, submit news and press releases, profile your company and brand your ADVANCE THE REGION INITIATIVES With the help of regional organizations, PACT drives initiatives that sustain entrepreneurial growth in greater Philadelphia. Legislative Initiatives - Regional Marketing Workforce Development Benchmaking Studies Regional Reports - Digital Health membership in front of the PACT Universe. WEBLINK - Connect with fellow members and constituents on the PACT directory and profile your company for optimum visibility through Weblink, PACT s membership directory. SPONSORSHIP OPPORTUNITIES Put your company in front of a targeted audience by sponsoring a PACT event.allow you to put your company in front of a targeted audience by sponsoring a PACT event. - Information Technology - Investing Trends - Life Sciences PACT S CHARITABLE FOUNDATION advances the next generation of innovators. GROW CAPITAL IN THE REGION by working with state and local government and other NGOs, to keep the region s vision a top priority. Innovate PA For more opportunities to get involved, visit Kim Tuski, Director of Membership ktuski@philadelphiapact.com PACT STAFF Dean E. Miller President and CEO p/ (215) e/ dmiller@philadelphiapact.com Jennifer Cohen Director, Mentor Connect p/ (215) e/ jcohen@philadelphiapact.com Cheryl Jarvis Johnson Director, PACT Capital Conference p/ (215) e/ cjarvisj@philadelphiapact.com Amanda E. Nardi Marketing and Program Specialist p/ (215) e/ anardi@philadelphiapact.com Danielle Pinto Director, Events p/ (215) e/ dpinto@philadelphiapact.com Dianne Strunk Vice President, Business Development p/ (215) e/ dstrunk@philadelphiapact.com Kim Tuski Director, Membership p/ (215) e/ ktuski@philadelphiapact.com Latoyia Hall Program Assistant p/ (215) e/ lhall@philadelphiapact.com Amelia Patterson PACT Intern p/ (215) e/ apatterson@philadelphiapact.com