Speaker Index:

Merrill R. (Rick) Chapman

Conference Chairman

Rick Chapman is the managing editor and publisher of Softletter, the industry's premier business publication. Rick has worked in the software industry for over 24 years with such firms as MicroPro and Ashton-Tate. He is the author of The Product Marketing Handbook for Software (Aegis Resources) and In Search of Stupidity: Over 20 Years of High Tech Marketing Disasters. (back to top/index)

 
Jeremy Aber

Owner, Aber Law Firm

Jeremy Aber is the owner of the Aber Law Firm, a firm that focuses on representing information technology companies. Jeremy is also a Senior Advisor to OpenView Venture Partners, an IT venture capital firm based in Boston. Jeremy has over 18 years experience in technology and corporate law. He previously served as General Counsel and Vice President to ScriptLogic Corporation, a Windows software tools vendor; and the Head of US Licensing for BMC Software, a Fortune 500 enterprise software vendor. In addition, Jeremy began his career as a Corporate and Finance Associate Attorney at Mayer Brown, a global law firm.
 
Jeremy received his law degree from the University of Houston Law Center, where he graduated Cum Laude and served as an Associate Editor on the Houston Law Review. Jeremy has a B.B.A in Accounting from The University of Texas, at Austin, and has passed all sections of the Certified Public Accountants' Examination.  (back to top/index)

Merritt Alberti

Director, Human Resource Capital, Deloitte LLP

Merritt Alberti is a Director in the Human Capital practice at Deloitte LLP, the world’s largest professional services organization.  Merritt has 20+ years of sales, marketing and technology management experience, with the last 15+ years spent in consulting and professional services, helping companies in the areas of software implementation, sales compensation and sales operations.  Most recently, Merritt served at Callidus Software, Inc (NASDAQ:  CALD) as Senior Vice President, Global Client Services.  He led the professional services team through the company’s recent transformation from a traditional license software company to a SaaS provider.
Prior to Callidus, Mr. Alberti was co-founder and Vice President at Compensation Technologies, a consulting and hosting services organization specializing in the design, implementation, and support of incentive compensation management programs.
  
Before  Compensation Technologies, Mr. Alberti spent 5+ years at as the director of technology services at The Alexander Group, Inc, a consulting organization specializing in sales force effectiveness, and held various professional service positions at other software companies including CGI (GIB: NYSE), Savantage, and Aristotle Software, supporting both corporate and government clients. Mr. Alberti holds a B.S. from the United States Military Academy at West Point, a M.S. in information systems, and a MBA from the University of Texas at Austin. (back to top/index)

Jan Aleman

CEO, Servoy, B.V.

Jan Aleman is the CEO of Servoy, B.V. - an application development and deployment software that specializes in assisting ISVs move their products to SaaS while maintaining their on-premises clients. Prior to helping found Servoy, Mr. Aleman was an owner of Professional Data Management (PDM) -- an IT company specializing in building data-oriented solutions. Besides custom solutions, PDM developed a number of innovative products for Internet and Database solutions, like plug-ins. More than 20,000 users are currently employing these products worldwide in companies such as: Apple, Sony, Genentech, Endemol, Lawrence Livermore Laboratory, Time, USA today and others. Mr. Aleman is a sought after speaker about SaaS and Rich Internet Applications (RIA) presents at conferences and conferences across Europe, South America and the USA.  His keynote sessions at ServoyWorld are always highly anticipated.  (back to top/index).

Eileen Boerger

President, Agilis Solutions

Eileen Boerger is President of Agilis Solutions (www.agilissolutions.com) and its parent company, CorSource Technology Group. Most recently, Eileen was Executive Vice President and General Manager of Agilis Solutions and has been responsible for the delivery of our outsourced software development services and technical staffing services.  Eileen has extensive experience in the development and maintenance of software products, including both on-premise and on-demand product development. She also has managed the outsourcing of software development and maintenance projects to several countries, including Vietnam, India and New Zealand.
Prior to joining the company, Eileen was Vice President of Operations at QualityLogic, where she was responsible for delivering Quality Assurance services. She has also held a variety of management positions at Mentor Graphics Corporation and Unisys Corporation.  Eileen is currently a member of the Oregon Engineering and Technology Industry Council (ETIC), a public sector - private industry partnership focused on growing the capacity and excellence of Oregon's engineering and technology programs. She has served as a member of the Board of Directors of the Software Association of Oregon (SAO) and the Women in Technology International (WITI) Foundation. Eileen has been recognized by Open Computing magazine as one of the "Top 100 Women in Computing".  (back to top/index)

Rob Brown

Vice President of Technology, Corent Technology

Rob Brown is a technology veteran with a career that spans small start-ups to large enterprise software companies.  In the late 1990’s, his team was responsible for bringing to market several innovative Oracle products including the Oracle Application Server.  Since that time, he has held various roles in three SaaS companies including Edge Dynamics which made a successful transformation from on-premise software to SaaS.  He continues to consult on the subjects of SaaS, PaaS and cloud computing and has served as the VP of Technology for Corent Technology since 2009.  (back to top/index)
 

Ward Carter

Chairman, The Corum Group

Ward Carter is  the Chairman  and past President of the Corum Group, a  leading M&A firm representing sellers of software and related technology companies worldwide.  Corum has done landmark transactions with many of the leaders in the Software, IT and SaaS field including Microsoft, Salesforce.com and Google.  Ward has personally been at the vanguard of the SaaS revolution, leading significant transactions and running many of the leading valuation and negotiation forums.   His technology background includes a variety of field and management positions with the Burroughs Corporation (later Unisys) over eight years. Later, as vice president of a Wall Street investment firm and as principal in a regional private equity firm, Mr. Carter funded ventures in computer hardware, software, and biotechnology. As an executive for a Seattle-based document management company he attracted venture capital and assisted with the eventual sale of the company to a competitor. As president of InfoMatrix, and later Discovery Sales + Marketing, Mr. Carter provided strategic consulting support to emerging software companies prior to joining the Corum Group in 1997.  He graduated with Honors from Seattle University with a BA in Business. (back to top/index)

Jerry Champlin

CEO, Absolute Performance

Jerry founded Absolute Performance in 1997 with an initial focus on solving core business application performance and availability challenges. He is responsible for strategic leadership of the company including guiding the continuous evolution of the System Shepherd® APM as a Service Platform. Champlin serves as a trusted advisor to major clients on topics ranging from applying Application Lifecycle and Service Management best practices to SaaS application design. Recently, Jerry has been focused on helping executives gain visibility into their revenue-critical  and business-critical application performance through customized SLA management dashboards.  Jerry has worked with customers from Conseco Insurance to MD-IT to Business Objects and many others to help align their business requirements with application delivery results. He earned his Bachelor of Arts in Physics from Carleton College and Master of Science in Civil Engineering from the University of Minnesota. (back to top/index)

Chuck DeVita

President, Growth Process Group
 

Chuck DeVita founded and leads GPG. He has over thirty years experience in Sales and Marketing management. He has developed regional and worldwide sales forces and has extensive international background. His experience spans Enterprise SaaS Solutions, infrastructure, business intelligence, manufacturing software, supply chain, EDA, software development, energy technology and semiconductors. As an officer, he led the initial growth of two startups and drove the turnaround of Consilium (acquired by Applied Materials), a public company. As a consultant, he has helped numerous enterprise software and SaaS solution companies in the U.S. and Europe including serving as interim VP Sales & Marketing.  (back to top/index)

Kevin Dobbs

Owner and Managing Partner at Montclair Advisors, LLC

Kevin is the founder of Montclair Advisors, a leading strategic advisory firms exclusively focused on coaching software companies about Software-as-a-Service. Kevin brings more than twenty years of business leadership with software companies. His experience spans public software icons like Oracle, and a variety of private software firms. He has led high-performing executive teams in sales, marketing, business development, product strategy, and corporate strategy.

Kevin has focused his career on how to use enterprise application software as a catalyst for transformational business change inside of all sizes of organizations. One area of his long-term interests has been delivering easy-to-use business applications over the Internet for all types of users.   Kevin has personally transitioned several firms to a SaaS business model, and based on his unique perspectives of the software market, it became clear that this expertise represented an interesting market opportunity.  Although a clear technology perspective is essential when delivering SaaS solutions, but there is an equally important business-related best practices which are critical to building a successful and profitable SaaS business, which led Kevin to form Montclair Advisors in 2008.

Montclair Advisors has built an impressive portfolio of clients that are either building a new SaaS business or transitioning from a traditional on-premise model. Some of Montclair Advisors clients include Axway, CA Technologies (NASDAQ: CA), Infor, Mercer (NYSE: MMC), ModelN, MrTed/SmartRecruiters, Plateau, RedPrairie, TAKE Supply Chain, Towers Watson & Co. (NYSE: TW) and Xactly.

Kevin is an active member of the SaaS and software communities, at many industry conferences, events, user groups, forums and seminars. Kevin has been cited in dozens of publications and is the primary author of the popular Smart SaaS blog, and his popular SaaS Profile Series has reviewed more than 60 companies including leading SaaS and Cloud Computing firms like Marketo, NetSuite, RightNow, SuccessFactors, Taleo and Workday.

Montclair Advisors is based just outside of Silicon Valley, in Oakland, California.  Kevin can be reached at kevin@montclairadvisors.com.   More information about Montclair Advisors is available at our website http://www.montclairadvisors.com.  (back to top/index)

Michael Dunham

Vice President, SCIO Consulting

Michael Dunham is a dynamic speaker and thought leader on the subject of the technology and business issues in Software as a Service and Cloud-Computing.  In his career as a consultant, he has worked with many of the Global Fortune 500, including HP, IBM, Software AG, Amazon, and Yahoo and with many smaller ventures as they moved into the On-Demand business model.

Mr. Dunham´s focus is the intersection of business and technology. He provides strategic planning, product development, and technology planning in the context of attaining business value. He has over 20 years of experience in enterprise-level consulting, professional services, writing, and speaking in the field.
In addition to serving as an advisor to many ventures, Mike is the Vice President for Service Engineering and Principal Consultant for Scio Consulting. In that capacity, he leads service engagements for developing SaaS products for Scio customers and the development of service products for Scio itself.   (back to top/index)

Siamak Farah

CEO, InfoStreet

Siamak Farah is the founder and CEO of InfoStreet, a leading provider of Small Business Software as a Service (SaaS). Active in its day-to-day management, Siamak has assembled and leads a seasoned team of industry professionals at InfoStreet. Widely regarded as a SaaS pioneer, as early as 1994, InfoStreet began shaping a vision, a team and a technology which is now transforming the way business gets done.

Prior to founding InfoStreet in 1994, Siamak worked at NeXT Computer, side-by-side with industry visionaries. During his six years at NeXT, his responsibilities grew from technical sales and marketing to district sales management. Before joining NeXT, Siamak was the Chief Operating Officer of Microstat Development Corporation. During that time, he was responsible for the day-to-day operation of this publicly listed R&D firm. Siamak began his career at Vertigo Systems International. During his time at Vertigo, he was instrumental in its growth from a start up with just six people to a full-fledged business employing over 70 individuals.

A member of the Society of Industry Leaders, Siamak is a frequent speaker at conferences that focus on the Internet and SaaS such as ISPCON, INBOX: The Messaging Industry Event, the Layered Technologies Pact conference, SoftLetter’s SaaS University and more.  (back to top/index)

 

Patrick Fetterman

Vice President, Plex Systems, Inc.

Patrick Fetterman is vice president of marketing of Plex Systems, Inc, developers of Plex Online ™ on-demand software for the manufacturing enterprise, Plex Online combines the capabilities of enterprise resource planning (ERP), manufacturing execution systems (MES), supply chain management (SCM), customer relationship management (CRM), shop floor integration, quality management, and much more. Prior to joining Plex, Fetterman was with New York City-based Mi8 Corp., where he served as vice president of marketing and products from 2000 to 2005, and as president from 2005 to 2006. During Fetterman’s tenure with Mi8, the company built a reputation as a trailblazer in the software as a service (SaaS) market, and earned a position as the premium quality provider in the highly competitive market for on demand Microsoft solutions. (back to top/index)

Jim Geisman

President, Software Pricing
 

Jim has helped emerging and established software companies solve some of their thorniest pricing problems including how to transition to the on-demand (SaaS) pricing model. He has written extensively on software pricing and is widely quoted in the trade press. He is a frequent speaker at conferences and trade conferences and has consulted internationally on issues of software pricing and deal structuring. Jim has been a co-founder, director, advisor or mentor to early stage companies. He sits on the Board of the Professional Pricing Society and is an advisor to the Entreprenuerial Leadership Program at Tufts University.  (back to top/index)
 

Maneesh Gupta

Founder and Managing Partner, Spectrum Technologies

Maneesh Gupta, is the Founder and Managing Partner at Spectrum Technologies - a software product and services firm specializing in the area of Sales Performance Management Systems. He has 17 years of engineering and management experience in enterprise software. Under his leadership, Spectrum has forged successful partnerships with all major SaaS vendors in SPM space, and also rolling out one of its own SaaS solution. Prior to Spectrum, Maneesh worked at Apple Inc, in various senior management roles. He directed the strategy and implementation for WW Apple’s Finance Systems for a number of years.

Prior to Apple, he held management positions at Unisys and Nucleus Software. As Country Manager, he was responsible for setting up Nucleus’s Thailand operations.

Maneesh holds a degree in engineering from I.I.T. Delhi and an MBA from Santa Clara University. (back to top/index)
 

Jay Howell, BDO

BDO National Technical Partner

With approximately 25 years of experience, Jay is a national technical partner for auditing, accounting and SEC reporting matters located in the San Francisco Bay Area. In this role, Jay helps oversee technical accounting, auditing and risk management matters and works with client service teams to assist BDO’s clients with their financial reporting responsibilities, including consultations on technical accounting, auditing and reporting matters, assisting with SEC registrations and IPOs, periodic filings, internal control reporting matters and responding to SEC comment letters.  Clients Jay works with are particularly concentrated in the technology and software/SaaS industries
 
Jay specializes in software and technology revenue recognition and periodically serves as an expert witness with respect to revenue recognition matters.  In addition, Jay helps oversee BDO’s revenue recognition related training programs and regularly teaches courses on the subject.  Jay also recently served as BDO’s representative on the FASB”s roundtable to discuss the recently proposed revenue recognition exposure draft.  (back to top/index)

Randal J. Hujar

COO, Channel Sources and Associate Editor, Softletter

Mr. Hujar’s background includes over 25 years experience with companies ranging from self-funded and venture backed start-up’s to Fortune 100 companies in the areas of enterprise, software as a service, entertainment and productivity software for Internet and PC to mainframe platforms, as well as biometric security, computer, and gaming controller hardware. Mr. Hujar has been a successful entrepreneur having built and sold three companies during his career.

Robert Jurkowski

CEO, OnDemand Advisors
 

Robert Jurkowski is a Founding Partner of On Demand Advisors, a strategic consulting firm dedicated to the success of CEOs and business leaders. For the past 25 years Robert has built and scaled 9 software and services companies as an operating “hands-on” leader at every stage of revenue growth from “start up” to public companies. He is a former public and private software company CEO and an accomplished speaker at industry forums and events.  Some of these companies include Intacct, a leader in the SaaS market, Selectica, Oracle, ADP, Dun & Bradstreet, Aurum Software and Siicon Energy. Robert co-founded the IBM Software as Service Partner Council and has served a SIIA Software Division Board member. He has built an extensive network of business leaders and is passionate about serving CEOs and business leaders to assist with their success, personally and professionally.  (back to top/index)

Jeff Kaplan

Managing Director, THINKStrategies

THINKstrategies was founded by Kaplan -- formerly a leading industry analyst at IDC, Dataquest, and META Group, and successful senior marketing executive at InterOPS Management Solutions and International Network Services (INS) -- as the only independent strategic consulting firm dedicated to helping enterprise IT decision-makers and technology solution providers achieve their business objectives by leveraging the value of IT/telecom services, ranging from professional services to on-demand services, including application, hosting and managed services, as well as IT and business process outsourcing (ITO/BPO).

Jeff has over twenty years of experience and recognized expertise in IT management, managed services, utility computing and outsourcing trends.

He is a frequent speaker at industry conferences and contributing columnist for BusinessWeek Online, Mass High Tech Journal, Financial Times of London, NetworkWorld, Business Communications Review, ComputerWorld, InfoWorld, InformationWeek, and Web Host Industry Review on topics including managed services, software-as-a- service (SaaS), utility computing, outsourcing strategies; network and systems operations, service level management (SLM); and IT ROI and TCO calculations.   (back to top/index)

Jonah Lopin

VP Customer Success, HubSpot
 

Jonah Lopin is VP Customer Success at HubSpot, an internet marketing software company based in Cambridge, MA.  At HubSpot, Jonah works to drive the inbound marketing success of HubSpot's more than 4,000 customers.  Prior to HubSpot, Jonah worked at Deloitte Consulting, eBay and UNICEF. As a strategy and operations consultant at Deloitte, Jonah led projects for Fortune 500 clients in the Manufacturing, Consumer Business and Healthcare industries. At eBay, Jonah worked in the Seller Development group on international commerce and search marketing. While living in Beijing, Jonah worked for the director of UNICEF's health and nutrition program during the implementation and measurement of a portfolio strategy for humanitarian projects in China.
Jonah holds an MBA from the MIT Sloan School of Management, and a BA in Physics from Cornell University.   (back to top/index)

Sharon Mertz

Gartner Research Director, SaaS, CRM and Russian Software Markets

Sharon Mertz is a director in Gartner Research, where she is focused on customer relationship management (CRM), software as a service (SaaS) and the software markets in Russia. Ms. Mertz is an international business professional with more than 25 years of experience in strategic consulting and management directed toward the introduction and impact of emerging technologies in the marketplace.

Prior to joining Gartner, Ms. Mertz was an associate partner at IBM, working with the global research organizations to evaluate emerging business opportunities. She held an international assignment as practice leader for IBM's strategic consulting organization in Europe, the Middle East and Africa. Ms. Mertz also held management roles at KPMG, HP, Bull Worldwide Information Systems and Digital Equipment. She is an accomplished speaker and has addressed audiences at conferences and events internationally. Ms. Mertz is also a member of the faculty at the Graduate School of Business, Southern New Hampshire University.

"I enjoy analyzing the implications of global market forces and IT industry trends on our clients' strategic business models. Emerging technologies have significantly altered the international business landscape and have transformed the globalization process. Anticipating the impact of these forces on the market and extrapolating from them to form actionable strategies and opportunities for our clients is an exciting and ongoing challenge." She has a Doctorate in Business Administration from Sourthern New Hampshire University, a C.S.S. C.S.S., Administration and Management, Harvard University, Class Marshal, and a B.A., Art History and German Literature, University of Massachusetts at Amherst, Phi Beta Kappa, Phi Kappa Phi. (back to top/index)

Dina Moskowitz

CEO, SaaSMAX

Dina Moskowitz has been leading and/or consulting to cloud-based, SaaS, and other technology companies throughout her career.  As Founder and CEO of SaasMAX, Inc., Dina is building a SaaS Channel Management Platform and Marketplace, www.SaasMAX.com, to facilitate, improve and increase the SaaS sales value chain.   Most recently, Dina was CEO and founder of Critical Digital Data, Inc. (CDIX), a company that develops cloud-based online data storage solutions.  She successfully took CDIX public and exited, providing shareholders with a solid return on their investments. Dina remains CEO of the privately held spin-off, Critical Digital Data Solutions, Inc.  She is also the founding Principal of Corporate Business Plan Associates, providing business plan and strategic consulting services for more than 15 years.   Dina is a graduate of the Wharton School of Business, University of Pennsylvania, where she earned a B.S. of Economics degree in Finance   Dina presently resides in La Jolla, California with her family. back to top/index

John Qualls

Co-Founder and  CEO, BlueLock
 

John Qualls is an accomplished business leader who has spent his entire career developing and promoting innovative technology solutions that drive and enable business growth and profitability. As a co-founder of Bluelock, John served as CEO from the company’s inception in 2006 until September 2010. His vision, leadership, and passion for the business brought Bluelock to a level of revenue and customer-based size that few start-up companies achieve. John’s initiative to later bring on professional CEO leadership enabled him to focus his energies and talents on exploring new markets and strategic areas of growth for the company. In 2010, John was selected as a finalist for the prestigious Ernst & Young Entrepreneur of the Year Award.  (back to top/index)

Ray Solnik 

President, Buena Vista Business Services

As the head of Buena Vista, Ray Solnik often joins tech companies on an interim executive basis to drive growth initiatives.  He also consults to technology and service companies on strategy, new business development, marketing, sales, and product development.  Buena Vista clients have included Zoomerang, the Palo Alto Research Center (PARC, a Xerox Company),  PowerCloud Systems, OpSource, myGengo, CrowdFlower, and others.

Ray has run various businesses including early stage, midsized private, and divisions of a public Fortune 100 company. His recent engagements have included industries as diverse as crowdsourcing, software localization, mobile applications, and wireless networking.

Interim executive engagements have included U.S. GM for a high tech company based in Tokyo, "Business Guy" for an early stage tech startup, and Program Lead for Xerox PARC's CCN initiative.

Ray was President and COO of OpSource where he grew revenues 200%, tripled customer count, and doubled margins during his tenure. OpSource is a private venture capital backed company in the software as a service (SaaS) and web applications businesses.

Brett Schklar

Chief Marketing Officer, The Market Creation Group

Brett Schklar loves to tell his story. In fact, he has done it over 120 times for three distinct reasons: B2B marketing expertise, growing a successful business and telling his story to charities to help raise their awareness and accomplish goals.   

As Chief Marketing Officer and founder of The Market Creation Group, Brett has helped over 50 companies with guiding their way with outflanking competitors, creating new products and markets as well as showing that marketing, when done right, drives sales, not just leads.  Leveraging marketing strategy as a guidepost to drive all tactics, Brett uses his knack for marketing and an unparalleled passion for technology, Brett launched MCG in 2006 to create a business-to-business (B2B) marketing agency that has been celebrated for its continual innovation in providing in-depth marketing strategy, marketing automation, sales tactics, project management and demand generation in the B2B technology realm.

As a small business owner and entrepreneur at heart, Brett has grown MCG without emulating traditional methods of business management, but instead cultivating an office environment that promotes a healthy work and life balance. His leadership achievements at MCG have been recognized by recent awards including a two-time winning position in The Fastest Growing Private Company 2009 & 2010, recipient of the Denver Business Journal’s Forty under 40 in 2010 (nominated in 2009 & 2008), a feature on him in Entrepreneur Magazine in December of 2009 (Work Less, It’s Good For Business) and through various profile pieces written about him in other national and local publications.

Prior to his life of committal commitment to MCG, Brett was the vice president of Product and Marketing for Vericept Corporation (now Trustwave), a data loss prevention technology company.  At Vericept, Brett developed a top-tier demand generation program and marketing machine that was profiled in Marketing Sherpa.  Brett has served as a speaker at over 100 industry and marketing events across the nation, speaking on various topics such as Entrepreneurship, B2B marketing innovation (particularly in most recent events, centering around how to develop Personas & Use Cases to ground your marketing program) as well as at many local and national charity events. 

Brett also serves as an Adjunct Professor at the University of Denver Daniels College of Business, teaching various marketing courses.  Brett is a devoted father to his son, Ari, loves cycling and skiing and meeting all types of new people.  (back to top/index) 

Mike Welch

Business Development Manager SafeNet

Michael is currently responsible for global business development for SafeNet's Software Rights Management division. In this role, he is responsible for forming and managing third party alliances and driving new strategic business initiatives. Most recently, Michael was responsible for the development and execution of the company's cloud services go-to-market strategy. Prior to his role in business development, Michael held various new business and account management positions within SafeNet.  Prior to his tenure at SafeNet, Michael served as the European Sales Manager for Macrovision's Content DRM business unit.   Mr. Welch holds a degree in Marketing from the University of Plymouth in the UK.  With over 15 years experience in IT security and content management, sales and business development, Michael has sold solutions to many of the world's largest software vendors, service providers, and content owners. (back to top/index)

 Michael L. Whitener

Principal and co-founder of VistaLaw International LLC
 

Michael Whitener is a principal and co-founder of the law firm VistaLaw International LLC, with offices in Paris, London and Washington, D.C. Michael’s legal practice focuses on assisting software and other technology companies with licensing, distribution and intellectual property issues. He is the author of Creating Software Alliances (2007) and Corporate Governance for New Directors (2008).

Before co-founding VistaLaw, Michael was International Law Counsel at BearingPoint, a global management and technology consulting firm. He also served as trade adviser to the International Trade Administration. Michael was previously in private practice with the law firms of Sidley Austin and Hogan & Hartson.

Michael is a graduate of the University of Virginia School of Law. He received a Fulbright Fellowship to study Japanese law in Tokyo.  (back to top/index)

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E-mail Softletter editor Rick Chapman  rickchapman@softletter.com