AGENDA
#ESSWI - 2017 Wisconsin Early Stage Symposium
Agenda for the 2017 Wisconsin Early Stage Symposium:
| Tuesday, November 14 | |
| 5:30 – 7:30 P.M. | 3rd Annual W•O•M•E•N Reception at The Madison Club Speaker: Toni Sikes, CEO of CODAworx sponsored by Promega + Perkins Coie |
| Wednesday, November 15 | |
| 7:30 A.M. | Continental breakfast + registration |
| 8:30 – 9:30 A.M. | Opening un-keynote speaker Tamara Kleinberg, founder of LaunchStreet Un-keynote sponsored by CUNA Mutual |
| 9:35 – 10:30 A.M. | “Does angel or venture capital make sense for your company?” Moderator: Katie Schmitz, Ziegler Confirmed panelists: Bob Wood, Wisconsin Investment Partners; Monika Wingate, Digsite; Brian Wiegand, Gravy Live; and Fred Robertson, Baird Capital. “Tech lingo bingo: How to speak the language of the deal” Moderator: Andrea Dlugos, Wisconsin Investment Partners Confirmed panelists: Todd Asmuth, SHINE Medical; Charles Neider, Neider & Boucher; and Janet Loewi, Wisconsin Investment Partners “Heading for the exit: How to prepare for an IPO, M&A or sale” Moderator: Greg Lynch, Michael Best Confirmed panelists: Toni Sikes, CODAworx; Mark Bakken, HealthX Ventures; Mark Gehring, HealthMyne; and Ken Johnson, Kegonsa Capital |
| 10:30 – 10:45 A.M. | Networking + coffee break * |
| 10:45 A.M. – 12:15 P.M. | Tech Council Investors’ Network presentations (session 1) |
| 10:45 A.M. – 12:15 P.M. | OFFICE HOURS “Avoid disruptive business interruptions from cyber attacks” Host: Kevin Thompson, FireEye “Resume and LinkedIn review tips + tricks from an executive recruiter” Host: Liz Schrum, Talentfoot |
| 12:15 – 1:45 P.M. | Lunch + SBIR/STTR awards ceremony Luncheon sponsored by Marshfield Clinic Health System + Enbridge Special guests : Chris Meyer (Sector67) and Heather Wentler (Doyenne Group) with John Neis (Venture Investors) Awards sponsored by Smith & Gesteland + Center for Technology Commercialization |
| 1:45 – 2:30 P.M. | Innovation Showcase |
| 2:35 – 3:30 P.M. | “Taking the plunge: Executing a successful equity round” Moderator: David Guinther, WISC Partners Confirmed panelists: Eric Apfelbach, Pegex; James Dias, Wellbe; and Ankit Agarwal, Imbed Biosciences “The financial returns angels and VCs need: What ‘treps should know” Moderator: Michael Thorson, Inventure Capital Confirmed panelists: Jason Graham, Golden Angels Investors; Jonathon Horne, Idea Fund of La Crosse; and Scott Button, Venture Investors “The story behind the numbers: Understanding business valuation” Moderator: Todd Sobotka, Bright Star Wisconsin Foundation Confirmed panelists: Dan Einhorn, Capital Midwest Fund; Wes Schroll, Fetch Rewards; and Andy Walker, Rock River Capital Partners |
| 3:30 – 3:45 P.M. | Networking + coffee break |
| 3:45 – 5:30 P.M. | Tech Council Investor Networks presentations (session 2) |
| 3:45 – 5:15 P.M. | OFFICE HOURS “How to apply for a Small Business Innovation Research (SBIR) grant” Hosts: Idella Yamben and Dave Linz, Center for Technology Commercialization “How to certify your company for state investor tax credits” Host: Chris Schiffner, Wisconsin Economic Development Corp. “Compensation, classification and covenants: Getting and keeping the right people” Hosts: Kate Bechen, Husch Blackwell and Scott LeBlanc, Godfrey & Khan |
| 5:30 – 7 P.M. | Reception sponsored by Perkins Coie + WARF |
| Thursday, November 16 | |
| 8 A.M. | Continental breakfast + registration |
| 9 – 10 A.M. | Morning plenary panel “Outside looking in: Thoughts on Wisconsin from investors in other states” Moderated by Tom Still Confirmed panelists include Tess Hatch, Bessemer Venture Partners; Will Colegrove, Ekistic Ventures; Doug Monieson, Hyde Park Angels; Alex Shortle, Meridian Street Capital; Victor Gutwein, M25 Group; Ron Watson, Lewis & Clark Ventures; and Jackie DiMonte, Hyde Park Ventures |
| 10 – 10:15 A.M. | Networking + coffee break |
| 10:15 – 11:10 A.M. | “Corporate VCs: America’s fastest growing group of equity investors” Moderated by Jed Roher Confirmed panelists: Brian Kaas, CMFG Ventures; Robert Hopton, Health e-Filings and Mike Quist, WEA Trust “How to progress through financing: From seed to Series B” Moderator: Dan Blake, HealthX Ventures Confirmed panelists: Luke Bonney, Redox; Shobhan Thakkar, Kauffman Fellow; and Chris Schiffer, Wisconsin Economic Development Corp. |
| 10:15 – 11:10 A.M. | Investor Intros, part 1 sponsored by WEA Trust |
| 11:15 A.M. – 12:10 P.M. | “Numbers that matter: Key business metrics, capital planning and proformas” Moderator: Josh Meinen, Baker Tilly Confirmed panelists: Lorrie Heinemann, Madison Development Corp; Laura King, Elucent Medical and William Robinson, Silicon Valley Bank “How social media can help you raise investor dollars” Moderator: Steve Lyons, Husch Blackwell Confirmed panelist: Spencer X Smith, Spencer X Smith Consulting; Andrew Foxwell, Foxwell Digitiall; Jen Savino, KW@ and Don Stanley, 3Rhino Media |
| 11:15 A.M. – 12:10 P.M. | Investor Intros, part 2 sponsored by WEA Trust |
| 12:15 – 12:45 P.M. | Buffet Luncheon |
| 12:45 – 1:30 P.M. | “Triple E” Award presented to Allen Dines sponsored by Concordia University Speaker: Dan Rashke, CEO of TASC |
| 1:30 – 3 P.M. | Elevator Pitch Olympics |
Networking and Coffee Breaks are generous sponsored by:
American Family Insurance, American Transmission Company, AT&T, Godfrey & Kahn, Husch Blackwell, Michael Best, University Research Park, Wisconsin Alumni Research Foundation and Wisconsin Economic Development Corp.
Former Elevator Pitch Olympics contestant and Wisconsin’s own RideAlfred will be providing local rides home throughout the Mobcraft-sponsored happy hour until 10pm. Download RideAlfred iPhone App to help us test and your ride is free! Android users can tweet #RideAlfred #ESSWI with a photo of their experience, to ride free.