Panel Discussion:
Female Leadership in Male Dominated Industries
10:00 -10:30AM - Women’s Connection Networking
10:30 -11:30AM - Women’s Connection Session
Cindy Gatlin
Senior Wealth Strategist for Northern Trust, will moderate our Women’s Connection panel discussion highlighting outstanding female leadership in traditionally male dominated industries. Cindy’s panelists include Virginia Morrison, Chief Executive Officer, Chief Legal Officer, and a Cofounder at Second Chance Beer Company and Heather Moyer, President, CEO and Founder of HNM Systems, Inc..
Cindy started her career as a 'Big Four' CPA and later orchestrating investments as a portfolio manager with a major Wall Street firm, Cindy Gatlin brings her considerable financial bonafides to Northern Trust, working to ensure that her clients develop and maintain a holistic comprehension of their wealth along with the peace of mind that comes with such understanding.
Virginia Morrison
Chief Executive Officer, Chief Legal Officer, and a Cofounder at Second Chance Beer Company, San Diego’s most dog-friendly brewery, that gives pups a second chance through support of local dog rescues. Previously a successful private-practicing attorney, Virginia brings extensive employment law and business experience to the “Seize a Pint, Save a Pup,” brewery. In her role, Virginia spearheads key company initiatives and business units, including sales, finance, marketing, legal, the “1% for Pups” philanthropic program, and community and political outreach.
Virginia graduated summa cum laude with a degree in business pre-law from Bowling Green State University and earned her JD with Honors from the University of Michigan Law School. She is a Board of Directors’ Member for the national Brewers Association, where she serves as Chair of its DEI Committee, and former President of the San Diego Brewers Guild, where she founded the Diversity, Equity & Inclusion (DEI) Committee. When she isn’t fostering rescue pups at the brewery or building the best company culture, Virginia rejuvenates by meditating in the mornings; playing with husband and co-founder Marty and foster fail, Citra; running in the rain; and drinking her namesake beer “Legally Red.”
Heather Moyer
President, CEO and Founder of HNM Systems, Inc. which provides direct hire, contract to hire, professional placement, and consulting services to the Telecommunications, Utilities, and IT sectors. Heather has grown HNM Systems’ revenue by 25 times since its first year. Under her leadership, HNM has received several awards, including Inc 5000’s fastest growing private companies two years in a row.
Prior to founding HNM Systems, Heather served as an executive officer for a technical staffing firm. She led the company to achieve 900% growth over a six-year period. The company was subsequently named one of San Diego’s 100 Fastest-Growing Private Companies six years in a row.
Heather is an active philanthropist and member of her community. She sits on the board of the nonprofit Echo in the Valley and is a member of PEERS Network, and the Young Presidents’ Organization (YPO).
Heather has been named Top 40 under 40 by The San Diego Daily Transcript in 2017 and by San Diego Business Journal in 2018. In 2020, she was a finalist for the San Diego Business Journal's CEO of the Year and Business Woman of the Year Award. The proud wife of a firefighter/paramedic, Heather is also the adoring mother of two children.
Panel Discussion:
How to Effectively Prepare for an Optimal Sale Transaction
8:30 - 9:00AM - C-Level Executive Networking - (C-Levels Only)
9:00 -10:00AM - C-Level Executive Session - (C-Levels Only)
Discussion moderated
Paul Johnson
M&A Attorney
Procopio
Guest Panelist
Jeremy Holland
Private Equity Investor
The Riverside Company
Guest Panelist
Eliot Peters
Investment Banker
RA Capital Advisors
For C-Levels Only, join us for a practical discussion on how to prepare your business for a transaction from executive deal makers.
From Raising Capital to Exit:
The EV Connect Story
1:30 PM - 2:20 PM
EV Connect interfaces with private entities and municipalities to provide comprehensive EV charging software to manage access, pricing, and performance of charging stations based in workplaces, municipalities, retail, hotels, hospitals and multi-unit housing.
This session will discuss the company’s obstacles and successes in their financing strategy as the founders rapidly scaled the business and to service a growing industry and how they navigated a successful sale to Schneider Electric.
John Morris
CEO Forum Leader, Renaissance Executive Forums (moderator)
Jordan Ramer
Founder and CEO, EV Connect
Patrick MacDonald-King
COO, EV Connect
Marketing Strategies in 2023
Case Study with Tourmo.ai
2:40 PM - 3:30 PM
Since the onset of the COVID-19 pandemic, marketing tactics and strategies have never been more important or dynamic. This fascinating session will explore the best practices today in tracking the KPIs that matter and maximizing each company’s marketing strategy.
The case study of Tourmo – a provider of mobility workflow automation software – will be discussed as a key VC Investor as well as their CEO and Chief Marketing Officer discuss how they transformed their marketing strategies to refocus the business on results and attacking the customers and industries that drive value.
Sharon Spooler
Managing Partners, Chief Outsiders (moderator)
Mitch Patridge
Founder and Managing Partner, ClearVision Equity
Marc Brungger
CEO, Tourmo
Neil Anderson
Chief Marketing Officer, Turmo
Trends in Growth Equity
and the Capital Markets
