Colin Anderson

Mr. Anderson is a senior level IT Executive with 20-plus years of experience leading the delivery of solutions and services in technology risk management, compliance, network engineering, disaster recovery, and business systems. He brings diverse business experience managing teams in financial services, software development, health care, and retail industries.

Kendra Angier

Simon Arkell

Simon Arkell is CEO and co-founder of Predixion Software, a cloud-based predictive analytics platform for enterprises which has financial backing from major corporations such as Accenture, GE, EMC and major VC firms. Prior to founding Predixion, Simon was an operating partner at Triton Pacific Capital Partners, a Los Angeles based private equity firm and co-founder of numerous high technology companies in the mobility, cloud and consulting industries. Simon was recently named Orange County Technology Alliance CEO of the year for mid-sized companies. Simon is a two time Olympian and former Australian record holder in the pole vault and in his spare time when not playing with his kids, he serves as program chairman at Megan’s Wings, a charity supporting families with children fighting cancer. Simon earned a Bachelor of Arts degree in Economics from the University of New Mexico in 1991 and an MBA from Cal Poly in 1994.

Bill Aston

Bill Aston graduated the Orfalea College of Business with an accounting concentration in 1987. After initially joining KPMG, he soon ventured out into the world of start-ups. Initially specializing in supply chain, finite capacity scheduling and procurement, he moved in to the area of customer experience, voice recognition and customer omni-channel self-service. Aston was the first VP of sales for several different young companies early in his career and eventually helped a few companies IPO. Today he is the general manager and vice president for North America at a fast growing pre-IPO SAAS company. Aston has built teams and winning cultures from the very early stages to the midsize stages during his career. He specializes in SAAS, go-to-market strategy, proper organizational growth and most importantly execution. Building business cases and product positioning have been key drivers to Aston’s success.

Kirsten Aunapu

Kirsten Aunapu has 22 years of experience in public accounting and is currently a Technical Expert Consultant in Deloitte’s Office of General Counsel, where she provides accounting, auditing and financial forensic expertise for litigation and regulatory enforcement investigations.  Prior to joining OGC, Kirsten was a lead technical resource within Deloitte’s National Office (Accounting Consultation) and was consulted by Deloitte’s partners and professionals to address complex accounting issues.  Prior to joining National Office, Kirsten was a Mergers & Acquisitions partner in San Francisco, where she served one of the firm’s largest private equity clients. Kirsten began her career performing audit services in the Costa Mesa, California office of Deloitte & Touche LLP.  Kirsten graduated, with honors, from Cal Poly – SLO, in 1996, receiving a BS in Business Administration with concentrations in Finance and International Business

Barry Banducci

Barry Banducci built a career on leading technological operations in the business world. He has held executive positions at Fairchild Semiconductor, General Electric’s Electronic Component Operations, The Allen Group, which is one of the first U.S. companies to have a bilateral trade agreement with the People’s Republic of China. He has had extensive responsibilities in Europe and Asia. For more than a decade, he was a principal shareholder, president and CEO of The Equion Corporation, a major manufacturer of original equipment and aftermarket parts and equipment to the North American market. Barry has been semi-retired and self-employed since 1994. Since then he has stayed active by assisting and investing with J.P. Morgan Partners, a private equity group, to acquire and build automotive related businesses. Barry has also held the position of chairman at Proliance International for more than 10 years. He graduated from Cal Poly with a degree in Aerospace Engineering in 1960.

Bill Barton

William “Bill” Barton is the president and CEO of California Closet Company, Inc. operator of the California Closets brand of custom home storage solutions. The company operates 125 stores through 70 company-owned and franchised locations across North America and operates manufacturing plants in Michigan and Arizona. He was the co-founder and president of Tier Technologies, an information technology professional services firm, in 1991. Grew it to 1,200 employees, 24 offices and $120 million in sales by 2000. Tier made the 1997 “Inc. 500” list of the fastest growing private companies in the America. Tier went public in 1997 (NASDAQ: TIER). Barton held prior management positions at American Express and American Airlines. He graduated from the M.I.T. /Inc. Magazine “Birthing of Giants” Executive Entrepreneurial Leadership Program and holds a Presidential MBA from Pepperdine University. Barton is a former member of the Young Presidents Organization (YPO) and World Entrepreneurs Organization (WEO). Bill lives in Marin County, California along with his wife Nancy, they have 4 children and two grandchildren, including Thomas, who is attending Cal Poly concentrating in accounting and finance.

Bakir Begovic

Alyssa Behrens

Ms. Behrens is currently building the outbound processes and strategy for the Business Development Associate team within Square Product partnerships. Some of her other duties at Square have encompassed selling its entire platform of products, including payment processing, payroll, capital, marketing, loyalty, and other technology solutions to businesses ranging from $250,000-$5,000,000 in processing volume within North America. She is a graduate of Cal Poly.

Mihran Berejikian

Mihran is co-founder and president of Belami Inc, a leading e-commerce home furnishings retailer and B2B software solutions provider. Belami operates over 60 website properties on its proprietary platform in a variety of home furnishings categories, servicing both the United States and Canada, The company sells over one million different products and provides its proprietary platform, ecommerce marketing expertise, and transportation solutions to both brick and mortar businesses who wish to enter the ecommerce market and other ecommerce retailers.

Belami has grown to become one of the largest privately held ecommerce retailers in several home furnishings sectors.
After graduating from UCSB in 1992 with a degree in Economics, Mihran’s career began in litigation and bankruptcy consulting and public accounting with Arthur Anderson in San Francisco where he earned his CPA. His corporate background included finance and marketing management roles at both HP and Intel.

He lives in Sacramento with his wife, Nancy, and is the proud father of a high school sophomore and CalPoly SLO freshman. Mihran is a board member for the non-proft United Cerebral Palsy (UCP) Sacramento and Capay Inc, the largest privately held organic produce delivery company in California.

Dolores Bernardo

Dolores leads Google’s manager development programs globally. Her team’s mission is to make sure that every Googler has a great manager (as defined by Google’s Project Oxygen study). She is especially proud to help Google’s innovative leaders develop mindfulness & emotional intelligence through Google’s science-based Search Inside Yourself program. Prior to Google, Dolores was Director of the Western Region for Catalyst, the premier institution that focuses on women’s advancement in business, consulting with companies such as Microsoft on human capital strategies. Dolores started her career as a change management consultant at Accenture. She is a finance alumna of Cal Poly’s Orfalea College of Business.

Mike Bickel

Mike graduated from the Orfalea College of Business in in 1985 with a degree in Industrial Technology. He returned to complete a Master of Science in Industrial and Technical Studies degree, with distinction, in 2002. Mike is President and owner of Rantec Power Systems, Inc. based in Los Osos, Calif. Rantec is an engineering company and upper-tier designer and manufacturer of power supplies for the military and aerospace markets. As a senior executive at Rantec, Mike purchased the company and has overseen its growth, expansion and success. The vast majority of Rantec hires are Cal Poly graduates. Mike has been an involved member of the College’s Industrial Technology Advisory Board since 2005, where he has contributed to the overall strategic plan of the IT program. He has also taught a product development course and provided student projects and mentored student teams.

Russ Bik

After graduating Cal Poly with an industrial technology degree and founding several startups, Russ Bik served in the Navy and U.S. Naval Air Reserve. In 1976 he joined Intel as one of the first 100 employees of the Systems Division. He was then recruited to join Sun Microsystems in 1982 where as a founding shareholder he wore many hats, including building more than a billion dollars in revenue as vice president of operations. He served concurrently as a member of the Executive Committee and later became president of Sun Federal, a wholly-owned subsidiary he founded that focused on sales to the CIA and NSA. After retiring from Sun, Bik continued to work closely with the venture capital firm of Kleiner, Perkins, Caufield & Byers as a corporate officer, CEO and board member at numerous portfolio companies. He continues to support entrepreneurship opportunities at both UCSB and Cal Poly where he has been a member of the President’s Cabinet Advisory Council for more than a decade.

Doug Blankenship

Doug Blankenship has held a variety of financial leadership roles in both large and small companies predominately in the life science industry. Most recently, including three years in Switzerland, he partnered with the heads of the newly formed Roche Global Quality & Compliance and Technical Regulatory organizations. With more than 3,500 FTEs and greater than $750 million, Blankenship helped secure the resources to develop and implement a sustainable strategy that has vastly improved the quality and compliance position of Roche Pharma. He raised over $140 million at Onyx Pharmaceuticals, Virage Logic and eHealth via two IPOs, private placements and a line of credit. Following Amgen’s acquisition of Abgenix, he moved to Cork, Ireland as the Finance Director for Amgen’s planned greenfield biologics manufacturing facility. Blankenship started his career as an auditor at Peat Marwick, now KPMG. Blankenship earned a bachelor’s degree in business administration with a concentration in accounting at Cal Poly and an MBA from The Wharton School at the University of Pennsylvania.

Matt Bonner

As Chief Operating Officer & Legal Partner, Matt is responsible for all legal matters with respect to DCM Ventures’ investments, global fund operations, and domestic and international regulatory compliance. In addition, Matt oversees the firm’s global operations and administration. Matt is actively involved with the structuring, planning, negotiation and execution relating to DCM Ventures’ investment activity, and various transactions involving the firm’s portfolio companies. Matt also serves in an advisory capacity to DCM Ventures’ portfolio company management teams regarding legal and regulatory matters.
Prior to joining DCM Ventures, Matt spent 8 years working as a corporate and securities attorney with Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP (Menlo Park, CA), focusing on the representation of venture capital funds, venture and institutional investors, emerging growth private and public companies. Previously, Matt spent 5 years with Ernst & Young working in their tax department in both the Securities Group (New York, NY) and Financial Services Group (San Francisco, CA).
Matt is a member of the State Bar of California and is also a Certified Public Accountant (California). Matt lives in Woodside with his wife and two daughters and is an active member of the community, including serving on the Board of Directors of the Woodside High School Foundation. An avid soccer player, Matt plays soccer every weekend.

Rich Boragno

Rich Boragno is the chief financial officer for Clif Bar & Company, a leading maker of nutritious and organic foods and drink for people on the go. He oversees the company’s accounting, information systems, treasury and financial planning and analysis functions. Rich has held several positions since joining the company in 1999, including senior financial analyst, director of finance and accounting, and VP of finance. Prior to Clif Bar & Company, he worked for Esprit de Corps as a manager of financial planning and analysis as well as for Kaspick & Company as an investment portfolio analyst. Rich graduated from the Cal Poly Orfalea College of Business in 1994 as a business administration major with a concentration in finance. He also holds an MBA from Notre Dame de Namur University.

Patrick J. Bowen

Mr. Bowen directs One Capital Management’s overall strategy and operations. He also runs the firm’s Global Asset Allocation and Wealth Management Practice. Bowen earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo.

David Bowin

David Bowin is the Director of Cloud Strategy in Oracle Application Development. He graduated from Cal Poly San Luis Obispo in 1985 with a degree in Management Information Systems from Cal Poly’s Orfalea College of Business. David’s career in enterprise business solutions started with Accenture where, as a senior manager, he focused on developing and implementing a full spectrum of solutions for high tech and consumer packaged goods customers. Leveraging this experience, David joined PeopleSoft as they transitioned from being an HCM only solution provider to the delivery of a full ERP suite of applications. David has been part of the Oracle Cloud Applications Development team from the onset and as a leader in the Application Strategy team has been involved in guiding the overall scope and direction of Oracle’s Cloud Applications. In his current role David is focused on enabling customers and partners in their adoption and roll-out of Oracle Cloud Solutions.

Rex Briggs

Ryan Bristol

Ryan is a Managing Director and Banker in the Private Bank at  J.P. Morgan’s Los Angeles office. He has over 19 years of experience in the financial industry and is responsible for advising clients on a range of personal wealth matters including: investment management, portfolio construction, asset allocation, tax strategies, credit solutions, estate planning, pre-transaction planning and charitable giving.

Prior to joining J.P. Morgan, Ryan was a Vice President in the private client practice at Bernstein Global Wealth Management. Before Bernstein, Ryan was a Regional Vice President for Morgan Stanley and a Financial Analyst for Goldman Sachs.

Ryan is very active in the community and he has served  as board chair for the American Red Cross in Ventura, Chair of the Investment Review Committee for the City of Thousand Oaks, board member on the Dean’s Advisory Council for the Orfalea College of Business at Cal Poly, board member for The Society of St. Vincent de Paul and board chair for ACG101.

Ryan received his MBA from the UCLA Anderson School of Management and his BS from Cal Poly, San Luis Obispo.

Ryan resides in Thousand Oaks with his wife and three children.

Tod Browndorf

Tod Browndorf is the Founder and CEO of Coggno.com and its sister company, Ezzely.com, which have established new and innovative technologies in the Training and Human Resource space.  Tod leads teams of developers, marketers, and salespeople in creating and executing systems and business models that facilitate employee development for thousands of organizations and millions of individuals.  Prior to this, Tod founded an early entry software company in the Digital Healthcare space with a product that collected and reported patient results for clinical trials.  Tod has worked in consulting and manufacturing and has established operations in India, Russia, Belarus, and the Philippines.  He began his career in finance working on Wall Street and Melbourne, Australia as an Equity Trader and was an early member of the New York Futures Exchange.  Tod attended Monash University, in Melbourne, Australia and The Hebrew University in Jerusalem, Israel, and served in the Israeli Army.  He lives with his wife in San Jose, California where his children attended High School, his son is a third year finance student in the Orfalea College of Business.

Brandon Van Buren

Sal Cesario

Sal Cesario graduated from Cal Poly in 1986 with a bachelor’s degree in business administration. Sal was drafted into the NFL as a lineman that year and spent three years playing professional football. In January of 1989, he pursued a career in packaging and joined the sales team at Kent H. Landsberg Company, where he led the company’s growth in the Pacific Northwest during the 1990s. Cesario join PACCESS Packaging in 2005 as Global Sales Manager and focused specifically on selling packaging design, development and sourcing to global brands who produced products in Asia. In 2010 he became a USA Sales and Marketing Manager for Micro-Pak Ltd, a privately owned Hong Kong-based company offering protective packaging products and technical services intended to prevent mold on products produced and shipped from Asia around the world. Today Cesario’s role has expanded to Global Sales, managing its sales force and offices in Portland, New York, Holland, the United Kingdom and Hong Kong. Cesario currently serves on the Orfalea College of Business’ Packaging Advisory Board.

Scott Choppin

Scott Choppin is the founder of the Urban Pacific Group of Companies, a Long Beach, CA based real estate development company, founded in 2000, that focuses exclusively on urban infill and affordable housing communities throughout California and the western US. Over the last 18 years, the company has developed nearly 1,700 units of unique to market urban housing communities throughout the Western United States. Presently, Urban Pacific has created a new housing innovation called UTH, which provides middle income multigenerational housing to urban families, while producing market superior yields on invested equity. Historically, Urban Pacific’s UTH projects have delivered 29% IRR yields on equity. As well as real estate development, the company provides project and development services to major commercial businesses across the nation through its subsidiary, Urban Pacific Realty Advisors. The Choppin family has been in real estate development in Long Beach since 1960, which includes highlights such as the development of the Long Beach World Trade Center and the 293unit City Place residential development in downtown Long Beach. Scott is an innovator in the fields of urban housing, mixed use projects, and affordable/middle income housing communities throughout the Western United States. Scott is responsible for the production of a recent housing innovation called UTH Urban Town House. UTH is a new middle income multigenerational housing product which utilizes private equity to develop moderate income multigenerational housing for urban families in California. Since inception, Urban Pacific has produced IRR’s over 29% on UTH projects. On behalf of its’ project and development services team Urban Pacific Realty Advisors Scott was responsible for the client acquisition of the San Pedro Fish Market Company, the 11th largest restaurant company in the United States, and largest by seating in California. UPRA presently represents SPFM in their anchor tenant role for the San Pedro waterfront redevelopment of the Ports O’Call project, as well as, a major waterfront redevelopment project on Alamitos Bay in Long Beach, CA With over 35 years in the development business, Scott is a leader in the field, and has been a speaker at the International Builders Show, the Pacific Coast Builders Conference, SoCal BIA’s BIS Show. As well, Scott is a published author in the real estate development field, and is a regular contributor to major media outlets throughout the nation. Scott has been published or quoted in Forbes Magazine, Los Angeles Times, Long Beach PressTelegram, GlobeStreet, Builder Magazine, Affordable Housing Finance, Affordable Housing News, and most recently, the cover and feature article in MultiFamily Executive magazine. Scott and his wife Becky, have been happily married and together for 25 years, and are raising their 3 kids in Long Beach, CA Sean Patrick 18, Dylan, 15, and Jenna 12. Scott and Becky’s three kids are the 4th generation of the Choppin family in Long Beach.

Craig Chrisney

Craig Chrisney is the CFO of Idealab, a technology incubator located in Pasadena, Calif. Over the past 20 years, Idealab has launched more than 150 companies in the areas of software, internet/mobile technologies,robotics, and renewable energy. As CFO, Chrisney encounters unique finance, tax and regulatory matters for both Idealab and its operating companies. Chrisney started his career in public accounting at the Los Angeles office of PricewaterhouseCoopers, where he advanced to senior manager in the technology,information, communications and entertainment practice. Craig received his bachelor’s degree in business administration with a concentration in accounting in 1988. Chrisney is also Certified Public Accountant.

Kevin Conley

Kevin Conley has been in the data business for over 20 years. He’s currently Inuit’s Director of Finance Analytics, based in Mountain View where his team delivers metrics, dashboards and analytics to help predict, measure and monitor the company’s performance. His specialty is finding new ways to provide self-service analytics to corporate leadership to drive better faster decisions. Prior to Intuit, Kevin was Vice President of Client Information and Analytics for Wells Fargo based in San Francisco. There he lead a team supporting the bank’s $100 million retail and Wealth Management cross sell efforts as well as Marketing Campaign effectiveness tracking and reporting. Prior to Wells Fargo, Kevin led a successful Business Intelligence consulting practice out of the SF Bay Area that included clients from the Energy / Utility Sector, Healthcare and Financial Services. Kevin also worked for the online grocer start up Webvan.com, computer hardware manufacturer Hewlett Packard and he started his career with Accenture in their SF Bay Area telecom practice.

Kevin and his wife Jennifer live in the Santa Cruz Mountains (Bonny Doon) with their two Rhodesian Ridgebacks (Hurley and Rodeo) and a Bichon Frise named Daisy.

Scott Cooper

Scott Cooper graduated with a degree in business administration in 1991. He is the CFO of Allegro Ophthalmics, LLC. He spent eight years as the CFO for WaveTec Vision Systems, Inc., where he raised more than $60 million of new venture-capital backed equity in four financing transactions; secured more than $10 million with three venture-debt facilities; and helped develop the company to grow from zero revenue to $15 million. WaveTec was sold for $350 million to Alcon. A former football player, Cooper is a supporter of the Accounting and International Fellowships, Cal Poly Athletics, and Construction Management. He served on the Accounting Department Advisory Board from 2010-15 and serves on the Dean’s Advisory Council. Cooper and his wife, Laura (CM, ’91), have two children. Their son Thomas is enrolled at Cal Poly.

Dave Couture

David Crowell

David Crowell graduated from the Orfalea College of Business in 2005 and works as a Senior Project Manager for XL Construction in the Silicon Valley. He recently oversaw the construction of LinkedIn’s headquarters and has completed over twenty construction projects for Google, including the Googleplex site. His degree in Business has served as a backbone in project management for complex projects and processes involving many different trades and professions, leading teams, and has provided a foundation to manage multi-million dollar budgets.

Rob Croxall

Rob Croxall is the founder and president of El Segundo Brewing Company LLC. He attended Cal Poly San Luis Obispo on a baseball scholarship and completed both his bachelor’s and master’s degrees at Cal Poly. After graduation, Croxall spent thirteen years in finance and business management roles in the aerospace divisions of TRW, Hughes, Boeing and Northrop Grumman. In 2011 he left a promising careen in the aerospace industry and attended the Professional Brewers Program at UC Davis, after which he opened El Segundo Brewing Company. The brewery has gone on to win multiple awards for the beers Rob developed as well as receive national attention from media such as USA Today, the Wall Street Journal, Rolling Stone and Fox News. Croxall also serves president of the Los Angeles County Brewers Guild and is a member of the City of El Segundo Economic Development Council (EDAC).

Phil Davis

Mr. Davis oversees the groups responsible for Hybrid IT infrastructure, Software-Defined & Cloud, HPE Pointnext, and Global Operations. Additionally, in his role as CSO, he leads the group of worldwide sellers driving profitable growth and market share for HPE via a best-in-class sales organization that includes the direct and inside sales force, channels and alliances partnerships.

Josh DeFigueiredo

Josh DeFigueiredo has worked throughout his career to plan, coordinate, and execute enterprise security, privacy, and compliance programs for businesses. Josh champions Workday’s continued leadership in the areas of privacy, security and compliance and serves as a liaison between the Trust Office and Workday’s business stakeholders and customers. In his seven years with Workday, Josh has provided customers and internal stakeholders alike an accessible, transparent insight into the programs Workday has in place to protect the confidentiality, integrity and availability of its customers’ data and Workday’s continued investments into these programs. Josh is a graduate of California Polytechnic State University with a Bachelor’s of Science degree in Business and a concentration in Management Information Systems.

Dan Delaney

Mr. Delaney has over 15 years experience in private equity and mergers and acquisitions primarily focused on the industrial and energy related markets. Mr. Delaney joined IGP in 2007 and participates in sourcing, evaluating and executing new investments as well as managing existing investments. Mr. Delaney joined from Glencoe Capital, LLC, a Chicago based private equity firm, where he was a Vice President focused on late-stage buyouts in the industrial, energy and consumer industries. Prior to joining Glencoe, Mr. Delaney worked in the investment banking group at A.G. Edwards, Inc. Mr. Delaney received his Bachelor of Science degree in Business Administration with a concentration in Finance from California Polytechnic State University and his Masters of Business Administration with a concentration in Operations and Accounting from the University of Chicago Graduate School of Business, Beta Gamma Sigma, and with Honors.

Mr. Delaney currently serves, or has served, as a director of Cambridge International, Inc., Controls Southeast, Inc., Ideal Clamp Products, Inc., Integrated Global Services, Inc., North American Substation Services, and Seaboard International, Inc.

William DeLey

William DeLey

William DeLey is responsible for Growth Initiatives for the IoT Services Group at Arm, the world’s leading semiconductor IP company. Most recently he was the CEO Chief of Staff, the first such position at Arm where for the two year assignment he was an extended member of the Executive Team and responsible for increasing the efficiency and effectiveness of the CEO. Prior to the Chief of Staff role, William spent 3 and 1/2 years as a VP in corporate development responsible for executing M&A and investment transactions. Prior to joining Arm in 2012, William spent 8 years at Rambus in various financial roles including Treasurer, head of FP&A and M&A. Prior to Rambus, William worked in various roles at startups and multi-national companies including Redfern Integrated Optics, Plantronics and Ernst & Young. William received his B.S. in business administration (concentration finance) at Cal Poly and an MBA at MIT Sloan School of Management. William also grew up in S.L.O. where his father was a professor in Sociology and Criminology at Cal Poly.

Patrick DeLong

With over 20 years in wine and luxury brands, Patrick DeLong was promoted to President and CEO of Crimson Wine Group in January of 2015. Patrick joined Crimson Wine Group in 2007, helping to lead the company’s formation, the adoption of its strategic plan, and the acquisitions of Chamisal Vineyards, Seghesio Family Vineyards and Seven Hills Winery among other key operational initiatives. Patrick previously served as the Senior Vice President & Chief Financial Officer of Icon Estates, the fine wine division of Constellation Brands, Inc. Prior to Constellation, Patrick spent seven years with the Robert Mondavi Corporation in a variety of roles including Senior Vice President of Finance & Planning. His early career included ten years in operational and financial roles, including luxury cruise line Holland America Line. He began his career with Deloitte & Touche in San Francisco. Patrick is a graduate of California Polytechnic State University in San Luis Obispo with a BS in Business Administration/Finance & Accounting. His post graduate studies include Seattle University’s Masters of Applied Economics program and the University of Michigan’s Executive Education in Strategic Planning.

Michael Dobak

Michael Dobak is the CEO of Ogilvy & Mather West and South. Dobak earned a degree in business administration with a concentration in marketing from Cal Poly. He began his career in Los Angles at CBS Network and DMB&B. In 2000, he joined Hall Riney & Partners in San Francisco where he helped position and market emerging mobile technologies such as the camera phone, the video phone and the first 3G broadband network. Dobak then moved to Arnold in Boston where he led the Progressive account and its infamous “Flo” campaign. He then transitioned to Ogilvy & Mather, working with IBM and Smarter Planet. He was appointed CEO of the firm’s West Coast office in 2013 and its Southern office in 2014. He lives in Manhattan Beach with his wife and three children.

Walt Duflock

Walt Duflock has spent more than 20 years building marketing and sales organizations at technology companies in Silicon Valley. Most recently, he spent five years as the vice president of marketing at APTARE, an enterprise software company. Before that, Duflock developed marketing programs at Lexis-Nexis, eBay, MerchantCircle and Plastic Jungle. He is also an active angel investor and startup advisor with more than 25 angel investments. Duflock received a bachelor’s degree in business administration with a concentration in accounting at Cal Poly and a law degree from Santa Clara University.

Scott Ekman

Mr. Ekman is a licensed architect with more than 30 years of experience in Global Corporate Real Estate, including managing and leading all aspects of the CRE lifecycle, portfolio and workplace research, planning and design, leasing and acquisition, implementation, and operations. He is currently the Senior Director of Global Real Estate at Adobe in San Jose, California. In this role, he is responsible for all real estate transactions, project delivery, portfolio investment strategies, space planning, and employee experience, including workplace design, food, events, and wellness.

Brett Eldridge

Brett Eldridge

Brett Eldridge is the SVP of Global Customer Services at Palo Alto Networks where he has managed all post-sales functions for the past seven years. Brett was the VP of Product Management at Infoblox and was responsible for defining product strategy and direction. He previously managed the worldwide team of Systems Engineers and Professional Services Engineers at Infoblox. Brett received a bachelor’s degree in Electronic Engineering (1989) and a Master’s of Business Administration (1995) from California Polytechnic State University, San Luis Obispo.

Stacey Erickson

Stacey Erickson is a senior director of business processes ownership and sourcing and procurement at Stryker, one of the world’s leading medical technology companies, where she’s worked for more than 14 years. Prior to joining Stryker, she was a global IT service manager for Sun Microsystems and a technology analyst for Accenture. She received her B.S. in business administration, management, and operations from Cal Poly.

Jonathan Faerber

Matthew Fay

Matt Fay has over 25 years’ experience in leading and growing entrepreneurial companies.  For the past 5 years, Matt has operated as a Corporate Development Consultant, helping small-to-medium operating companies (revenue $2M – $40M) plan and execute strategies to meet organizational objectives.  Matt recently formed Edge Four, LLC to brand his consulting work and to facilitate related private equity investing.

In 2000, Matt founded Bamboo Pipeline, a technology-driven distributor of nursery products serving landscape professionals and served as CEO for 13 years.  Prior to founding Bamboo Pipeline, Mr. Fay lead Aqua-Flo Supply a multi-branch irrigation distribution company, through 25% annualized revenue and profit growth from 1992-2000.  During this period Matt also founded and co-managed La Patera, LLC, a commercial real estate investment firm.  Matt has also been very active in the volunteer community and has founded and/or led a number of non-profit organizations.

Matt graduated with honors with an MBA from the Anderson School at UCLA in 1992 and with honors with a BS in Electrical Engineering from Cal Poly, San Luis Obispo in 1987.

Matt and his wife Sheri are both graduates of Cal Poly, San Luis Obispo and have lived in Santa Barbara, California for 25 years.  Matt’s daughter Rachel is a senior at Cal Berkeley, son Ryan is a freshman at Cal Poly SLO (Software Engineering), and son Nate is a senior in high school and an aspiring Cal Poly SLO Business major.

Pete Feldman

Peter Feldman, the executive director of global marketing at Amgen Inc., is a well-rounded business leader with management expertise spanning a wide range of operational functions – finance, marketing, strategy and operations. His experience in biotechnology at Amgen started in finance, managing the company’s investment portfolio. He then led the Sales and Marketing Financial Planning team, eventually moving formally into the sales and marketing function. Peter successfully integrated pricing strategy and contract operations including government price reporting and customer service during a time of significant growth, competitive product launches and regulatory change. Peter went on to lead a marketing team responsible for the company’s first therapeutic in oncology and also led pipeline product teams developing launch positioning and strategy as well as shaping clinical programs to enhance life cycle opportunities. He is currently responsible for developing and executing strategy and life cycle management plans for Amgen’s largest brand with sales in excess of $4 billion. Peter graduated from Cal Poly San Luis Obispo in 1990 with a B.A. in Business Administration and a concentration in finance. He earned his MBA from the University of Michigan in 1996.

Joe Ferrentino

Joe Ferrentino is a partner in the Newport Beach office of Newmeyer & Dillion LLP. His civil litigation practice encompasses construction, business, real estate, and insurance. Ferrentino has been counsel for developers in some of the most complex and publicized construction defect cases in California. He has tried several of these actions, has argued matters before the Court of Appeal, and has recovered multi-million dollar case settlements for his clients. In the insurance area, Ferrentino has recovered millions of dollars in damages against several of the largest insurance companies in the country. He was selected as the Orange County “Attorney of the Year” in 2013 in the area of real estate by U. S. News and World Report “Best Lawyers in America.” He has been listed in “Best Lawyers” in 2012, 2014 and 2016. Ferrentino obtained an Economics degree from Cal Poly in 1989 and then graduated from Loyola Law School in 1992.

Helio Fialho

Helio Fialho is the CEO and Co-founder of LeftLane Sports, a members-only sports eCommerce company featuring footwear, apparel and outdoor gear. Helio founded Auspient, a leading eCommerce vertical solutions provider for web design, hosting production and email marketing. He served as CEO for nearly 20 years at Auspient. Helio also led Copeland’s Sports for more than a decade as COO and CEO. Throughout his career, Helio has also founded and led a bevy of successful ventures, including CHET Enterprises, an early stage technology investment company that mentors and finances young entrepreneurs; T&H Investments, a real estate investment and holding company; Riders Pulp, an action sports DVD distributor servicing the retail wholesale channel; Uptown Jean Co., a California-based retail store chain; and American Perspective Bank (sold in 2012 to Pacific Western Bank).

Harlan Findley

Harlan Findley is the Director of Strategy, Planning & Analysis in Google’s People Operations organization. He also teaches the “Demystifying Technologies” course in Stanford’s Continuing Studies program. In his 25 years in the Silicon Valley, Harlan has held leadership roles in Product Management, Operations and Finance. Prior to Google, Harlan served as Director of Product Management for telecom equipment company Neophotonics (NPTN). He also held the position of Director of Operations, managing factories, contract manufacturers and supply chains on three continents. Previous roles include running operations for solar cell manufacturer UltraDots, consulting for Arthur Andersen and teaching high school. Harlan received an MBA from Stanford GSB, and a BS in Business Administration from Cal Poly, San Luis Obispo. He lives in San Jose, CA with his wife Jane, their two young children, and two ill-behaved dogs.

Mike Fischer

Mike Fischer has been a leader in digital entertainment for over twenty-five years across and across multiple continents. After starting his career at Sega Enterprises in Tokyo, Mike went on to lead Sega’s entertainment marketing in the US before going on to executive positions including CEO of game publisher Square Enix, VP of digital video at Amazon, head of US marketing for Microsoft’s Xbox division, and Consume & Online Officer for Microsoft UK. Mike is currently an angel investor and advisor to numerous startups in the digital entertainment space, including companies working in Virtual and Augmented Reality, eSports, game development and digital marketing. Mike was a 1988 Cal Poly graduate in Economics, with a concentration in Econometrics.

Andrew Flachner

Andrew is Co-Founder and President of RealScout, a startup tackling residential real estate’s core problem: matching homebuyers and homes. LinkedIn revolutionized hiring by bringing job-seekers (demand), employers (supply) and recruiters (brokers) to one place – and providing transparency. RealScout strives to unlock the same revolutionary dynamic to a market that’s twice the size of recruiting.

As Co-Founder and President of RealScout, Andrew drives company vision, the recruiting of its world-class team and strong relationships with the industry. Andrew is consistently featured as one of the 100 Most Influential Real Estate Leaders by Inman News and was recently honored as Forbes 30 Under 30 and Silicon Valley Business Journal’s Top 40 Under 40.

Recently, Andrew launched a popular video interview series in collaboration with Inman News, which enables brokerage executives to relay their questions to industry play-makers including the CEOs of RE/MAX, Redfin, Opendoor, and the National Association of REALTORS®.

Forrest Fleming

Forrest Fleming has a distinguished career of creating successful start-up companies across a diverse industry portfolio, specializing in creating, funding, and executing business plans to optimally commercialize world-changing innovations.

Mr. Fleming is CEO Emeritus and a current Board Member for TrueVision Surgical in Santa Barbara where he was Founder and CEO from 2006 to 2018. Prior to TrueVision, Mr. Fleming was Founder and CEO of ScentAir Technologies, a pioneer in creating scent-marketing solutions for retail environments and consumer brand promotions. He also has held senior sales and marketing positions for several successful early stage Companies including Parametric Technology (professional engineering software), Celera Genomics (drug discovery), and Cinesite, a division of Kodak (digital imaging services).

Forrest holds a B.S. degree in Industrial Technology (1978) from California Polytechnic University at San Luis Obispo, California and remains a passionate alumnus serving in various advisory capacities. His wife Mary also attended Cal Poly (Journalism 1978), along with his three children Joe (IT 2007), Scott (IT 2010), and Madison (IT 2018).

In semi-retirement, with family and friends, Forrest enjoys an active lifestyle of travel and sailing in many places on the planet and continued engagement with charitable and innovation projects.

Alison Fleury

Alison Fleury is the senior vice president of business development for Sharp Health Care, San Diego’s leading integrated healthcare delivery system. Fleury is responsible for Sharp’s strategic planning, long-term financial planning, and financing initiatives, as well as mergers and acquisitions activity. She joined Sharp in1991 and held several financial leadership positions before being promoted to her current role in 1997. Prior to joining Sharp, she was a manager and firm-designated healthcare specialist of Deloitte. A San Diego native, Fleury received her Bachelor of Science degree from San Diego State University, where she graduated Summa Cum Laude and received the Outstanding Accounting Graduate award. She serves on Cal Poly’s Athletic Director Council and the Boards of Directors of YWCA of San Diego County, the Health Research and Educational Trust, and Sharp Health Plan. Fleury is a Certified Public Accountant in the state of California.

Bruce Flohr

During his 25 plus years working in the music business, Bruce Flohr has continued to evolve. While attending Cal Poly San Luis Obispo, he ran the nationally recognized college radio station KCPR. From there, he went directly into a national promotions position at RCA Records as head of alternative promotion, where he guided the careers of numerous bands. He then moved into a dual A&R/Marketing position at RCA where he signed two iconic rock bands: Dave Matthews Band and Foo Fighters. In 2002, he switched gears and joined Coran Capshaw and Dave Matthews Band at Red Light Management and ATO Records, whose roster includes Alabama Shakes, My Morning Jacket, and Brandi Carlile, among many others.

Sharon Geary

Zack Georgeson

Zack Georgeson is Co-Founder and Managing Partner at Mile Rock Capital, a value-oriented real estate investment firm that focuses on special situations and non-traditional assets. Since inception, Mile Rock has acquired 36 assets totaling over $1.4 billion in value through structured equity, debt and distressed transactions. Prior to forming Mile Rock, Zack managed West Coast and Pacific Northwest acquisition and development investments for Stockbridge Capital Group. Zack was also previously Manager of Land Acquisition and Site Development at Habitat for Humanity, an affordable residential housing non-profit organization in Orange County, CA. Zack began his career in New York City as a Research Analyst for Glenview Capital Management, a multi-billion dollar hedge fund, and an Investment Banking Analyst for Merrill Lynch. Zack received his Masters in Business Administration from Harvard Business School and graduated with a Bachelor of Science in Finance from Cal Poly, San Luis Obispo.

Steve Giusto

Steve Giusto has built a dynamic career leading professional, business and education services organizations. He graduated Cal Poly with a degree in accounting in 1985. After joining Deloitte, he rose to the rank of partner and co-founded the professional services firm Resources Connection Inc. Steve then became CFO for Korn Ferry International, eventually becoming the strategic advisor to the CEO for the talent and leadership consulting firm. In 2011, he became president of Apollo Education Services, (AES), a division of the Apollo Education Group (APOL), which includes the University of Phoenix. Today, Steve is the CEO of Purposely Inc., an innovative online platform that helps connect students in higher education to meaningful careers.

Bret Goodman

Bret graduated from Cal Poly San Luis Obispo with a degree in business administration and a concentration in Finance in 1989. He has spent the last 30 years in the Bay Area working in the employee benefit consulting field. He started his career at Sedgwick Noble Lowndes, one of the largest global insurance consulting firms at that time. After learning enough to be dangerous but not enough to know how hard it would be, he left with a coworker to co-found ArlenGroup, a boutique employee benefits brokerage and consulting firm. Given it was the late nineties in the Bay Area, the firm focused on helping early stage to mid-size tech companies design, implement and manage scalable benefit programs. For the next 15 years, Bret and his partner built one of the most reputable regional firms. In 2011, they sold the firm to Alliant Insurance Services. Bret now serve as the Managing Director for the Northern California region and leads the national Global Consulting practice. Bret is an active board member of Asinta, is a global strategic partnership of select, independent employee health and welfare consultancies.

John B. Goodrich

John B. Goodrich joined Wilson, Sonsini, Goodrich & Rosati, P.C. as senior partner in 1970, specializing in corporate and partnership law, taxation, intellectual property and securities law. He recently retired from spending 30 years on the board of Trimble Navigation Ltd. and has served on a large number of private and public boards. He oversaw patent litigation between foreign and domestic semiconductor companies and commercial litigation for diverse corporate clients in the Western U.S.. He counseled venture funds on their structure and counseled more than 300 emerging growth companies from their formation through their public offerings, sale or demise. He was a founder and president of MaxSP Corporation, a firm specializing in advanced solutions for corporate data security and recovery. Besides practicing law, Mr. Goodrich has operated a large cattle ranch in Montana, participated in setting up a beef marketing organization there, and now owns and operates the Tonini Farm and Cattle Company in San Luis Obispo. He earned a Master of Laws in Taxation degree from New York University, a Juris Doctor from the University of Southern California, and a B.A. degree in economics from Stanford University.

Trista Handisides

Trista Handisides has been with Facebook for more than seven years and recently took on the role of director of training and development for Facebook’s growing Advertising Technology Business. Her team is responsible for training and development of both internal teams and external customers. Prior to this position she held a variety of senior marketing positions, including director of product marketing and customer immersion, customer strategy and marketing communications. Prior to Facebook, she was at Yahoo for nearly eight years years in varies sales and marketing role,s including leading front page advertising solutions. Handisides graduated from Cal Poly with a degree in business administration in 1999.

Jennifer Hannigan

Jennifer is the Founder/CEO of Alliance Resource Group, a large boutique executive search and temporary staffing/consulting firm in Southern California. With offices both in Orange County and Los Angeles, her firm partners with Fortune 500 to pre-revenue startups in identifying organizational needs, defining roles and recruiting top talent for their organizations. Jennifer and her firm have earned a reputation as a trusted advisor to hundreds of companies in Southern California, large and small – private or public. This year, her firm was recognized as one of Orange County’s Fastest Growing Small Companies and earned a place on the Inc. 5000 list.  Jennifer graduated Summa Cum Laude from California Polytechnic State University, San Luis Obispo in 1995. She spent three years with Deloitte in both the Los Angeles and Orange County offices. She also spent time within Corporate Finance at Toyota Motor Sales’ Corporate Headquarters before she found her true professional calling within staffing.  Jennifer is a mother of triplets plus two. If she had any spare time, she would enjoy scrapbooking, cooking, wine tasting, Lyle Lovett concerts and travel.

Jeff Harper

Jeff Harper joined the MINDBODY Executive team in May of 2015 as Senior Vice President of People and Culture. With over 20 years of Human Resources experience, Jeff brings a breath of leadership from a diverse collection of high-growth companies across multiple industries. Jeff provides global leadership for all aspects of Human Resources, including the continuous evolution of our people and culture strategies, and is known for building strong company cultures that help drive the success of the business.

Prior to MINDBODY, Jeff spent six years at Demand Media (NYSE:DMD) leading both domestic and international Human Resources while building much of the infrastructure that took Demand Media from a private company to a global publicly traded internet media leader. Jeff believes that a company’s culture is not only driven by its senior leadership but also by the employees that stand behind it. Jeff also held Human Resources leadership positions at Abraxis Bio Science, THQ Inc. (NASDAQ: THQI), Ubisoft, Inc. (EPA: UBI), and Capital One (NYSE: COF). Jeff’s passion for building great cultures and workplaces has been recognized by NPR, SFGate, and Glassdoor.

In addition to his role on executive teams for various technology companies, Jeff served on the Board of Directors of several companies and professional organizations. While serving on the Board of Directors he was known for forecasting implications of pending decisions to ensure all angles were considered. Jeff earned his graduate degree in Industrial / Organizational Psychology from Georgia Institute of Technology.

Jeff and his family enjoy skiing the slopes on fresh powder during the winter months or exploring new hiking trails on the central coast during the spring.

Mark R. Harris

Mark Harris manages the investment responsibilities of the Avenue Asia Strategy. Previously, he served as the head of Avenue Asia’s Asset Management Group and the chief financial officer of Avenue Strategy. Before joining Avenue in 2006, Harris was the corporate financial controller of Hutchison Telecommunications International. Prior to that, he was the vice president of finance and financial shared services for VSource, a U.S. publicly-listed company in the Asia Pacific region. Harris also worked for PricewaterhouseCoopers in San Jose, London, and Singapore, where he was a manager in their Global Capital Markets Group. At PwC, he listed numerous foreign companies in the United States, which involved working with both the U.S. Securities and Exchange Commission and the New York Stock Exchange. Harris graduated with a B.S. in Business Administration with a concentration in accounting from California Polytechnic State University, San Luis Obispo and an MBA from the University of Chicago, Booth School of Business. He is also an active Certified Public Accountant.

Anja Hart

Anja is an executive leader at Stella and Dot, a $300+ million Global brand. As the Global General Manager, her responsibilities include leading brand and e-commerce marketing, global merchandising, sales, training, and leading events with a team of over 150+ and a sales organization of over 40,000 worldwide. She has also recently helped launch a new brand at the company, Keep Collective, which has had explosive growth over the last two years. With a background in Merchandising, Anja was previously a Vice President at Gap Inc, where she worked for over 17 years, and has led businesses with up to $1 billion in annual sales across North America, Europe, and Japan. Anja lives in the bay area with her husband Chris Hart, also a Cal Poly grad ’92 who has started his own successful law firm, and their two boys.

Amanda Harvey

Amanda Harvey is a portfolio manager at Vista Capital Partners, a wealth management firm in Portland, Ore. She provides financial planning and investment management services to high net worth individuals and families and is a CERTIFIED FINANCIAL PLANNER™. A native of San Diego, Harvey graduated from Cal Poly San Luis Obispo with a Bachelor of Science in business administration and a concentration in finance. Her interest in investing was sparked by participation in the Student Managed Portfolio Project her senior year, and after graduation she took a client service role with Charles Schwab & Company in La Jolla, Calif. Harvey’s career experience has since spanned many aspects of the financial services industry, including equity trading for Brandes Investment Partners and Manager of Operations for Deschutes Portfolio Strategies. She enjoys exploring the beaches and forests of Oregon with her husband Ryan and daughter Caroline.

Hilary Headlee

Jeff Henley

Jeff Henley is the Vice Chairman at Oracle Corporation. He has been a member of the corporation’s board of directors since June of 1995, including his role as Chairman from 2004 to 2014. Henley was Oracle’s Chief Financial Officer and an Executive Vice President from March 1991 to July 2004. Prior to joining Oracle, Henley served as Executive Vice President and Chief Financial Officer at Pacific Holding Company and as Executive Vice President and Chief Financial Officer at Saga Corporation. He also served as Director of Finance at Memorex Corporation and as Controller of International Operations at Fairchild Camera and Instrument Corporation. Henley gives his leadership to the Boys and Girls Clubs of America and the Engineering College for the University of California at Santa Barbara. He is also a member of the Board of Directors of Digital Consumer Solutions Inc. and serves on the Advisory Board of InTouch Technologies. Henley has a BA in economics from the University of California at Santa Barbara and an MBA in finance from UCLA. In 2004, he received the UCLA Anderson School’s Outstanding Alumnus award.

Michael Henry

Kathy Hession

Kathy is a graduate of Boston College with a degree in mathematics and a minor in business administration. She began her career at Electronic Data Systems (EDS) where she spent five years in a technical computer vvv program and then worked with EDS customers at their various locations and multiple industries. Hession then joined Cullinet Software in Boston where she worked on relational database management systems, first an international marketing specialist traveling to 14 countries over several years. Her career then took her to Silicon Valley where she continued as a product marketing manager at several database companies there. While working in the valley, she took advantage of the booming economy and growth in relational database companies and transitioned her career to sales with a focus on large banks and retailers in the West. She then advanced into sales management for large national and international accounts. Hession’s most recent position before retiring from IBM in late 2016, was operations manager of the hybrid cloud division – west region were she focused on building IBM’s Cloud Sales team organizations and operational support including forecasting and managing sales expectations for the business. She lives in the Silicon Valley and San Francisco with her husband and two children.

Kim Hibler

Kim Hibler leads global sales for Mobility Apps at Citrix, a global software company. Before Citrix, Hibler spent 11 years in sales leadership roles at Dell, most recently as vice president and general manager of small and medium business sales for the Americas. She previously served as Dell’s vice president of global sales effectiveness and oversaw the productivity of the sales organization. Prior to Dell, Hibler held a number of senior sales roles with Arrow and Wyle Electronics. A strong entrepreneurship advocate, she served as a judge for the national Ernst & Young Entrepreneur of the Year Award and is a member of the Committee of 200, an elite group of the world’s most successful women entrepreneurs and innovators advancing women’s leadership in business. Hibler has held a number of leadership roles in cancer and Alzheimer’s research organizations. She earned a Bachelor of Science degree in business administration from Cal Poly.

Chris Hieb

With more than 20 years of investment banking, consulting, project management and operational experience with high technology companies, Chris Hieb has advised clients on domestic and cross-border M&A transactions with highly active buyers and financial sponsors, focusing on the enterprise software, advanced analytics and contact center software infrastructure sectors. Prior to joining Signal Hill, Hieb spent more than seven years building the M&A practice at Pacific Crest Securities. He began his investment banking career at SoundView Technology Group, continuing his career at W.R. Hambrecht as the Head of West Coast M&A, and then Oppenheimer as the Head of West Coast M&A, prior to joining Pacific Crest in 2008. Hieb also spent a decade in the fields of nuclear technology and advanced materials including work at several U.S. nuclear facilities, followed by an appointment to the Institute for Nuclear Power Operations. Hieb earned a B.S. degree in Nuclear Engineering from Purdue University and conducted course study in Economics and the Analysis of Competitive Markets at California Polytechnic State University.

Brian Hoar

Brian is Vice President for Development at R & R Partners, an advertising, branding, public relations and digital marketing agency with offices throughout the nation. He came to R&R from Playboy Enterprises, Inc. While working as vice president and associate publisher, Brian oversaw Playboy’s integrated marketing and development efforts across the magazine and two online brand extensions, and was responsible for identifying and securing new business opportunities and growing existing accounts. His association with the company began as an account manager of the spirits, entertainment, tobacco and gaming ad categories for a group of magazines including Playboy and Men’s Fitness. Brian earlier worked for Alpha Media Group, owner of Maxim and Blender magazines, and advertising and design agency Crispin Porter & Bogusky as a media supervisor and planner.

Eric Horn

A top tier leader of the Bay Area building community and proud graduate of California Polytechnic State University, BSCE. Eric Horn has more than 30 years of construction industry experience. He has dedicated his career to building environmentally sound buildings, and a happy client base.

In 2007, after a successful career working in construction management, Eric decided to take on a new challenge. Eric, along with four partners, co-founded Build Group (General Contractor) with a mission of gathering a group of builders together that are committed to making real, innovative, and definable differences in the built environment. At present, 11 years from start up, Build Group has 800 employees and was recently included on the top 20 Best Places to work from the San Francisco Business times. 2017 Revenues $750 million: $1 billion projected in 2018

As Chairman of the Board, Eric is directly responsible for a broad range of company operations. He manages Build Group’s diverse business portfolio and directly oversees companywide business development efforts and forays into emerging markets to achieve a well-rounded portfolio for clients and the work they build. He is also responsible for reviewing and researching entrepreneurial endeavors within the building industry to bring effective innovation into the built environment.

Jed Hwang

Jed Hwang serves as Director of Strategy for The Wonderful Company, a leader in agriculture and healthy food and beverage products. He is currently leading several initiatives which include: business unit and operations strategy, corporate purchasing, M&A, and innovation efforts.  Prior to Wonderful, Jed worked as a management consultant at Deloitte Consulting and also held roles in finance and product management.  Jed graduated from Cal Poly in 2003 with a degree in business administration (accounting concentration).  He also holds an MBA and MPH from UC Berkeley.

Blake Irvine

Blake Irvine leads the Growth & Membership Analytic Products team at Netflix, which focuses on scaling access to data and insights to business teams. They do this by building high-performance analytic products that enable a shared and consistent perspective of business performance across product, messaging, payments, business partnerships, and corporate finance.

Kristen Jackman

Rich Jacobsen

Rich Jacobsen is a Managing Director at Greenhill & Co., a leading independent advisory firm focusing on mergers and acquisitions. Prior to joining Greenhill, Rich was a Managing Director at Citigroup and head of the firm’s healthcare service investment banking practice. He started his investment banking career at Salomon Brothers in 1989. Mr. Jacobsen was featured as one of Institutional Investor Magazine’s Rainmakers of the Year for 2012. Over the course of his career, he has advised clients in mergers and acquisitions of more than $35 billion in value. Rich received an M.B.A. from the Darden School at the University of Virginia and a B.S. in Business Administration from California Polytechnic State University, San Luis Obispo. He is currently a board member of the California Citrus Growers Association, Rocky Hill, Inc. and Cathedral School for Boys, as well as a past board member of the San Francisco Zoological Society.

David Jacobson

David Jacobson is a managing partner with Ridgewood Properties, a commercial real estate development company that helps clients create and implement strategies for repositioning aging commercial properties to achieve the highest and best use. Jacobson’s career also includes more than 25 years as a marketing and business development executive in the enterprise software and hardware industries. He has led teams in designing and launching more than 50 products and initiatives for Wyse Technology, Sybase and SAP. Prior to that, he was an investment banking and venture capital analyst in the high technology industry. David is a graduate of Cal Poly San Luis Obispo with a Bachelor of Science in business administration. David and his wife of 25 years live in Marin and have successfully launched two children. On a sunny day you can find David on his boat on the San Francisco Bay or mountain biking on Mt. Tamalpais.

Richard Janney

Brian Jenkins

Brian is a partner of the Alison | Jenkins | Podkulski Group and specializes in providing tax-efficient liquidity strategies for owners of closely held businesses. He has been involved in financial services for over 17 years, beginning with mergers and acquisitions with publicly traded companies. He developed a passion for understanding how entrepreneurs built their business and the unique challenges they face. That exposure formed the foundation for the services and expertise he now provides to his clients nationwide. Brian also has experience advising business owners on how to help create liquidity through the use of Employee Stock Ownership Plans (ESOPs). This includes comprehensive ESOP 1042 tax deferral strategies.  Prior to joining J.P. Morgan, Brian was a Vice President at Nortel Networks (1987-2002).  He and his team transitioned from UBS (2002-2011) to their current role at J.P. Morgan Securities in early 2011.
Born in Pittsburgh, Brian spent several years in Europe where his father was responsible for corporate development for a major American corporation. Brian graduated from California Polytechnic State University with a B.S. degree in Economics, and completed an exchange program at the University of London. He then earned an M.B.A. in Marketing at St. Mary’s College of California. Brian and his family live in Atlanta, where he enjoys traveling, playing tennis, running, and skiing. Brian is also active in several local charitable organizations.

Brett Johnson

Brett Johnson is a Vice President, Investment Professional in the Los Angeles office of Goldman Sachs. Prior to his current role in the Investment Management Division, Brett was a Sr. Financial Analyst responsible for portfolio construction, analysis and investment strategy. Before joining Goldman Sachs in 2006, Brett worked for The Private Bank at Bank of America. In this capacity, he advised high net worth individuals and families on investment management, estate planning and lending. During his undergraduate study, Brett interned with Deloitte & Touche in its advisory practice. He graduated magna cum laude from California Polytechnic University, San Luis Obispo with a Bachelor of Science in Business, concentration in Finance. Brett is a CFA® charterholder and a member of the CFA Institute, Pacific Council on International Policy and the Los Angeles Society of Financial Analysts.

Nic Johnson

Nic Johnson is a managing director in PIMCO’s Newport Beach office and a portfolio manager focusing on commodities and multi-asset portfolios. He joined PIMCO in 2004 and managed the portfolio analyst group prior to joining the portfolio management team in 2007. He specializes in structural risk premiums as well as overall portfolio construction. In 2012, he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. Prior to joining PIMCO in 2004, he was a research fellow at NASA’s Jet Propulsion Laboratory, helping to develop Mars missions and new methods of autonomous navigation. He has 11 years of investment experience and holds a master’s degree in financial mathematics from the University of Chicago and an undergraduate degree in mechanical engineering from Cal Poly.

Brad Johnson

Brad Johnson is the co-founding partner of Park Street Partners, a real estate fund manager specializing in manufactured housing investments. Prior to forming Park Street Partners, Mr. Johnson worked for Wells Fargo’s real estate investment bank, Eastdil Secured. His responsibilities there included joint venture equity advisory resulting in over $3.2 billion in closed deals. Prior to Eastdil, Mr. Johnson held real estate acquisitions positions with The Swig Company, a private real estate investment firm, and TA Associates Realty, a private equity real estate fund advisor. Mr. Johnson began his career in the logistics industry, co-founding the consulting firm Lojistic. Mr. Johnson has a Bachelor of Science in business administration from California Polytechnic State University San Luis Obispo and a Masters in Business Administration with an emphasis in finance from MIT Sloan School of Management.

Darrin Jones

Darrin Jones is the director of Intel’s Microsoft Data Center organization, which is responsible for driving Intel architecture adoption and cloud computing sales. He and his team collaborate with Microsoft’s engineers and sales teams to define and drive next generation data center architecture. Previously, Jones was director of Microsoft’s $19 billion cloud and enterprise business market intelligence team, where he built and ran a global team that assessed the long-range business model impact of application migration to the cloud (SaaS, PaaS and IaaS). He also ran quarterly global demand forecasting. In addition to his experience at Microsoft, he spent time in investment banking, public accounting, and 13 years at Intel in roles ranging from field sales, business development, product pricing and IT. Jones holds a bachelor’s degree in business administration from Cal Poly San Luis Obispo (1992), is a CPA, and held a General Securities Representative (Series7) and Securities Agent and Investment Adviser Representative (Series 66).

Robert Judd Jr.

Robert Judd joined Rantec Power Systems in November 2017 as General Manager, with a focus on growing and expanding their customer base and product offerings. Prior to joining Rantec, Robert was General Manager at Ultra Electronics 3 Phoenix. He was responsible for expanding Ultra’s business with the Navy and Special Forces in Torpedo Defense for aircraft carriers, Submarine sonar systems, and multi-spectral imaging systems. He previously served as President of Camero, Inc., a through-wall radar startup; as President of US Military and Homeland Security for Smiths Detection; and in multiple management and engineering positions for General Dynamics Advanced Information Systems. Robert received his MBA from the Fuqua School of Business in 1992 and a Master’s Degree in Electrical Engineering with a research emphasis on High Mobility III-V Semiconductor Device Physics in 1986.

Mike Kelly

Mike has over 20 years’ experience in providing exceptional accounting, advisory, ERP system integration and human capital services to companies, guiding them to achieve their goals. Mike has successfully assisted either directly or lead teams of accounting consultants at over 300 companies, on projects ranging from ERP software selection and implementation assistance as well as financial reporting to internal controls documentation assistance.

He has also worked with over 250 companies in the human capital area assisting with CFO and Controller selection to Change Management services. Prior to Co-Founding Tactical Cloud Mike co-founded Beacon Resources, which grew to one of that fastest growing management companies in Orange County per the Orange County Business Journal three years running which was later sold to Griffin Investors/DLC.

Mike had a successful career in the Entrepreneurial Services Group of Ernst & Young, assisting an array of businesses from start-ups to mature public companies. After leaving Ernst & Young to join a large, international finance and accounting consulting organization, he founded Spinnaker Financial Resources, which provided public and private companies with interim CFO, controller and direct hire accounting resources. When Spinnaker was acquired by Tatum LLC, a national consultancy firm, Mike continued in a leadership role, growing their California presence, including offices in San Diego and San Francisco.

Mike received his BS degree with a concentration in accounting from Cal Poly State University, San Luis Obispo. He serves on the Ernst & Young alumni board of directors and is also a member of the American Institute of Certified Public Accountants.

Office: (949) 266-1786
Email: MKelly@TacticalCloudLLC.com

Tammy Kiely

Tammy Kiely is a partner in the technology, media & telecom banking division of Goldman Sachs in San Francisco. She began her career at KPMG in 1993 where she worked with technology companies providing assurance services. Tammy joined Goldman Sachs in 1999 and was promoted to managing director in 2007 before becoming a partner in 2014. She currently runs the global semiconductor investment banking practice for the firm, where she works with companies on a broad range of financing and strategic advisory transactions. Tammy earned her bachelor’s degree in business administration from Cal Poly in 1993 and her MBA from the Stanford University Graduate School of Business in 1999. She also serves on the board for the American Heart Association in Silicon Valley.

Joyce Kim

Joyce Kim is the Chief Marketing Officer at Arm. Joyce joins Arm after having led marketing for global brands such as Skype and Skype for Business at Microsoft.  Prior to Microsoft, Joyce led product partnerships and communications for Chromebooks and Google Hangouts at Google. Joyce’s marketing expertise spans multiple decades of serving as CMO and product management for numerous startup and mid-sized companies such as Wrike, Symmetricom, and Internap as well as multiple senior management roles at QRS and Deloitte Consulting.

Charlie King

Charlie King is Vice-President of King Asset Management. KAM is a local commercial development firm with assets in San Francisco Bay Area, Orange County, and Chicago. His responsibilities include acquisition and leasing management for the commercial portfolio. Prior to KAM, Mr. King spent eight years with King & Lyons and Prologis where he was involved in the development and leasing of the 250 acre Bayside Business Park. He acted as a real estate consultant to SteriGenics, Inc., focusing on site selection and project management for their facilities in California, New Jersey, Florida, and Thailand. Charlie received his MBA from the University of Colorado, Boulder and his BS in Economics from Cal Poly State University, San Luis Obispo.

Joe Kolina

As a fully licensed bank advisor and sports marketing executive, Joe is currently combining his 30 years of business experience into a new role as Vice President of Sales & Marketing with Sports 1 Marketing (S1M), a division of Warren Moon enterprises. S1M recently launched an award-winning technology called the Aggregated Marketing Platform (AMP) that Joe is delivering into the sports & entertainment industry. For decades, Joe has been a leader in building relationship capital. He originally spent four years working in the stock market, before joining International Management Group (IMG), the global sports agency where he spent six years in Hong Kong. After returning from Asia, he opened his own sports boutique for nine years, Starscope Management, Inc. which allowed Joe to pursue a more diverse set of projects which included budgeting, forecasting, tax and management of athletes’ financial affairs, managing golf course marketing, running events and producing television shows. In 2012, he joined BBVA Compass, dedicated an advisory practice on a digital banking platform and integrated financial planning software. A scholarship football running back for the Mustangs and Political Science graduate from Cal Poly in 1986, Joe still stays very involved in the school’s alumni and athletic fundraising activities. Joe holds a MBA in Finance from Fordham University, New York. Joe and his wife Shelley, a real estate executive, have six children and resides in Newport Beach, California.

Kevin Krantz

Kevin Krantz is the director of global sales at LinkedIn. Today, he builds a global sales team focused on creating a connected enterprise across a variety of facets encompassing talent, brand marketing, lead generation, and learning. He has been at LinkedIn since 2009, serving as an enterprise relationship manager, a senior sales manager and director of global accounts for LinkedIn Sales Solutions. Previously, Krantz was an associate director with AT&T. He also directed business development for Woodland Tech, a company he owned in Chicago. Krantz graduated Cal Poly with a bachelor’s degree in business administration, concentrating in management information systems.

Pete Kreiser

Pete Kreiser is a trans-formative marketing and communications executive leader with more than 20 years of experience across the range of B2B(2C) strategic marketing and communications including brand, PR, demand gen, experience, sales enablement and employee communications. Pete’s unique expertise architecting and deploying stand-out brands that fuel reputation and growth. He is also recognized for his expertise in generating audience growth in line with company strategy by leveraging customer insights and marketing technologies.

Most recently, Pete was the global vice president of marketing & communications for CoreLogic, the leading property information, analytics and data-enabled solutions provider powering the global real estate economy. Pete branded CoreLogic as start-up growth company in 2005, and invested the next decade developing the brand, growing the business and building a high performing marketing team to the $2B public company CoreLogic is today.

Before joining CoreLogic Pete held progressive marketing leadership roles at United Airlines including global marketing responsibility for the cargo business, and brand manager, alliances —where he led the development and launch of the Star Alliance brand for international business travelers.

Pete earned an MBA from the University of Texas GSB, and a BS in Business Administration with a concentration in Marketing from Cal Poly, San Luis Obispo. He resides in Orange County, CA with his spouse Pamela and three children.

Steven Larsen

Steven Larsen has spent his career supporting the growth of products through partnerships and launching new products and channels, verticals, and markets. Before joining Sisense, he formerly led business development at Xero and Zendesk. He also worked at Deloitte as a management consultant focused on mobile and digital media.

Ben Larson

Calling upon his experience as a serial entrepreneur, investor, and startup adviser, Ben Larson and his team enable mainstream businesses to enter the growing cannabis industry by providing water soluble active ingredients that can infuse products.

Christine Lau

Christine Songco Lau is a senior program manager in Open Source & Making Science at Google, currently focusing on internal programs and chief of staff responsibilities within engineering. She started working for Google in 2003, with notable roles as a consumer operations manager on Blogger, a technical program manager on Google Code, a core team lead for Google I/O, and a manager/regional lead of SE Asia for Developer Relations. Before joining Google, Lau worked as a software engineer at IBM and a sales engineer at Global Center/Exodus Communications. She graduated from Cal Poly with a bachelor’s in business administration, concentrating in management information systems. Outside of work, Lau loves being a wife, a mom of two toddlers, and enjoys scuba diving, snowboarding, traveling, and cooking/eating.

Christine Lau

Christine Songco Lau is an Outreach Manager in Open Source Engineering at Google, currently focusing on internal programs and chief of staff responsibilities within engineering. She started working for Google in 2003, with notable roles as a consumer operations manager on Blogger, a technical program manager on Google Code, a core team lead for Google I/O, and a manager/regional lead of SE Asia for Developer Relations. Before joining Google, Lau worked as a software engineer at IBM and a sales engineer at Global Center/Exodus Communications. She graduated from Cal Poly with a bachelor’s in business administration, concentrating in management information systems. Outside of work, Lau loves being a wife, a mom of two toddlers, and enjoys scuba diving, snowboarding, traveling, and cooking/eating.

George C. Lee

George is co-chairman of the Global Technology, Media and Telecom (TMT) Group and chief information officer for the Investment Banking Division. In these roles, he is responsible for covering a number of large and emerging technology companies and for driving the technology strategy for the Investment Banking Division. George serves on the Firmwide Technology Risk Committee and the Investment Banking Division Operating Committee. Previously, he was co-head of Global TMT. George joined Goldman Sachs in 1994 as an associate and was named managing director in 2002 and partner in 2004. George serves on the Board of Trustees of Middlebury College and is chairman of the Board of Overseers for the Monterey Institute of International Studies. He also serves on the boards of the Global Fight Against AIDS, Tuberculosis and Malaria, the Indelible Mark Foundation, Marin Academy, and Mount Tamalpais School. George earned a BA in History from Middlebury College in 1988 and an MBA from the Wharton School of the University of Pennsylvania in 1994.

Ty Lee

Ty Lee is the VP and head of the Americas region for Johnson & Johnson’s Diabetes Care Companies (Animas Corp., Calibra Medical, LifeScan Inc.), including the key markets of Argentina, Brazil, Canada, Mexico & the U.S. His responsibilities include sales of $1 billion, commercial go-to-market models, market access/ development, shaping the external environment, key customer relationships, marketing, and developing diverse talent. Ty began his career at J&J more than 20 years ago in a $50 million business unit and drove billion+ level growth while in U.S. & international finance, engineering, global supply chain, sales, and marketing roles. Ty holds a B.S. from Cal Poly, an M.S. from Northwestern University, and an MBA from UC Berkeley’s Haas School. He also serves on Cal Poly’s Industrial & Manufacturing Engineering Dept. Industry Advisory Board.

King R. Lee

King R. Lee served as chairman, president and CEO of Good Technology, where he guided operational efficiencies and product direction to solidify the company’s position within the enterprise mobility market. Prior to that, he spent more than twenty years helping companies transition to high growth in diverse industries. Lee was president and chief executive officer of Quarterdeck Corporation, a leading developer of PC software, where he successfully drove worldwide operations and increased the company’s market cap from $50 million to more than $800 million before spearheading its successful sale to Symantec. He co-founded and served as CEO of Wynd Communications, a pioneer in wireless email tailored to special needs customers. King also lead the XTreeCompany and Fifth Generation Systems, utility software companies acquired by Symantec. King brings a successful background in the highly competitive consumer market, and held management positions with General Mills and Lever Brothers.

Quentin Lilly

Quentin Lilly is president of Technicolor Home Entertainment Services, the world’s largest manufacturer and distributor of DVD, Blu-ray and related home entertainment products. In his role, Lilly is responsible for the strategic development and growth of worldwide operations including manufacturing, distribution, and supply chain operations. Under his leadership, Technicolor’s Home Entertainment business has grown dramatically — both organically and through strategic acquisition. Lilly also serves on the Executive Committee of Technicolor, Inc., the Paris-based, publicly-traded parent company. Prior to his current role, Lilly held various positions of increasing responsibility including serving as senior vice president of Planning and Development and Chief Operating Officer. He spent approximately seven and three years, respectively, as a member of the Investment Banking/Capital Markets Groups at Smith Barney and Crowell, Weedon & Co. before joining Technicolor. Lilly is a 1983 graduate of Cal Poly’s Orfalea College of Business and has been member of its Dean’s Advisory Council since 2005.

Darran Littlefield

Suni Lobo

Matt Locati

Matt Locati has 26 years of experience in the design, development, construction and management of conventional and affordable housing. After graduating from Cal Poly with his bachelor’s in business administration and finance in 1989, he worked as a project manager for Hampstead Pacific Development Corp. where he oversaw a variety of residential and commercial projects. In 1991, Matt incorporated TerraCorp Financial, directing property management operations while working on a variety of development projects ranging from a 200-unit, low-income housing complex to planning a 1,200-acre resort in Mexico. Matt continues to oversee TerraCorp while serving as President of Terrex Development Corp. where he directs its team in structuring acquisitions, designing improvements and supervising construction of conventional and affordable housing. He recently broke ground on a 16-lot gated community in the Lafayette Hills and is negotiating to acquire a site in Carmel Valley where Terrex will attempt to get a 255-unit affordable housing community approved.

Marc Loupe

Marc is a partner in the firm CFOs2Go and provides consulting services as a Chief Financial Officer (CFO). He leads the company’s Agribusiness practice group. He has held positions as the CFO of AAA (Northern California, Nevada and Utah), CFO of Sage Software-North America, and Chief Audit Executive for three publicly held companies (Ampex Corporation, Sun Microsystems and CA Technologies. Additionally, he has led and managed the financial operations of small, medium and large, global, growth, stable and challenged businesses, including the establishment of financial operations in Argentina, Brazil, China, Columbia, Dubai, Egypt, France, Greece, Hungary, Mexico, Poland, Russia, South Africa, Taiwan and Venezuela.

Marc earned a Bachelor of Science degree in Business Administration with an Accounting concentration from California Polytechnic State University – San Luis Obispo. He became a CPA shortly after graduation. Also, he completed the Stanford University Executive Program which focused on management, marketing and strategy. His current academic endeavor is obtaining a Master of Science in Accountancy from Golden Gate University. He is an active participant and leader in various continuing education programs and community organizations. He and his wife, Anette, live in the San Francisco Bay Area.

Kevin MacKenzie

Kevin MacKenzie is a senior managing director in the Orange County office of HFF, one of the largest commercial real estate intermediaries in the country. He is primarily responsible for overseeing the day-to-day operations of several West Coast offices, as well as originating debt and equity placement transactions throughout the United States. Since joining HFF in 2004, MacKenzie has been involved in excess of $8 billion in commercial real estate transactions. Prior to HFF, he worked in strategic finance and business development roles at various venture capital backed technology companies in Silicon Valley. During his tenure in the technology industry, MacKenzie played a key role in raising more than $250 million in venture capital from prominent firms including Kleiner Perkins Caufield and Byers and Benchmark Capital, among others. MacKenzie graduated magna cum laude from Cal Poly in 1999 with a concentration in finance and a minor in economics.

Catherine Magaña

Loren Mahon

Ms. Mahon is responsible for driving the internal use of Oracle applications and partnering with development, IT, and lines of business in defining best practices around the use of applications and in designing operations to maximize efficiency, effectiveness, customer service, internal controls, and data integrity, especially in a shared services environment. Ms. Mahon has spent the last 28 years at Oracle managing various functions within Oracle finance including North America finance, contracts, incentive compensation, FP&A, projects administration, order management, license management services, and customer data administration and has participated in numerous internal application development and implementation efforts. She is a frequent speaker on Business Transformation, Finance Best Practices, and Shared Services. Prior to joining Oracle, Ms. Mahon spent nine years in various analyst roles at several public sector and non-profit organizations. She holds Masters Degrees in Applied Anthropology and Business Administration.

Ms. Mahon currently serves as Chair on the Board of Directors at Second Harvest Food Bank of Santa Clara and San Mateo Counties. She is currently on the Board of Directors and the Committee for Finance and IT, for Financial Executives International and a member of the Silicon Valley FEI chapter. She is on the Scholarship Committee for the Professional Business Women of California, a member of the Advisory Board for the Alliance for Girls, on the Board of Directors for Junior Achievement Northern California, and is a member of the Executive Committee for OWL, Oracle’s Women’s Leadership initiative.

Todd Maki

Todd Maki is the Director of Business Development at Sunrun, the nation’s largest dedicated residential solar, storage and energy services company. At Sunrun, Todd is responsible for building new business channels, establishing strategic partnerships, and growing Sunrun’s grid services & battery storage business to help Sunrun achieve its mission to create a planet run by the sun. After starting his career in finance and technology, Todd pursued his passion in clean energy and sustainability, leading the Energy Sustainability program at the Electric Power Research Institute (EPRI) in Palo Alto, CA. Todd expanded his career in the electric utility industry while at EPRI, ultimately managing executive relationships and strategic sales with the largest investor-owned utilities in the Western US. Todd earned a BS in Mechanical Engineering with a concentration in Financial Engineering from Cal Poly, San Luis Obispo, where he also served as ASI President. Todd volunteers as a Teacher for Junior Achievement, and lives in San Francisco, CA with his wife.

Saira Malik

Saira Malik is a managing director and Head of Global Active Equity Portfolio Management for the TIAA organization. In addition, Malik has portfolio management responsibilities for the diversified equity investment strategy. She joined the TIAA organization in 2003. Malik has 21 years of investment experience, including positions with JP Morgan Asset Management as vice president and portfolio manager for a small cap growth fund, as well as an equity research analyst. She earned a B.S. in economics from California Polytechnic State University San Luis Obispo, as well as an M.S. in finance from the University of Wisconsin – Madison.

Stacy Malone

Jim Marocco

Jim Marocco is a vice president of finance for Alphabet/Google Inc. He started working at Google in 2003 and has been responsible for a variety of key financial activities including accounting and controls, compliance, forecasting and analysis, financial and order management systems, strategic deal support and managing outsourced operations. Marocco currently manages a global team responsible for all financial activities associated with Alphabet’s “Other Bets” business segment, including products such as Google Fiber and autonomous cars. Prior to joining Google, he held various financial and management positions at technology companies including the parenting media start-up Dr. Spock Company, Lycos, NEC Technologies and Fujitsu. Additionally, he serves on the Corporate Advisory Board for the Northern California chapter of the Cystic Fibrosis Foundation. Marocco graduated from Cal Poly with a B.S. degree in economics in 1994.

Guy Martin

Guy Martin is the vice president of operations at Parker Aerospace. He was named to the position in 2015 and holds financial and operational responsibility for multiple divisions of the company. Since 1983, Martin has held a number of leadership roles at Parker, including serving as a leader for the information systems, manufacturing engineering, operations, and business teams. He also worked a site director and general manager, where he was able to grow business by more than 80 percent during the economic recovery. Martin earned his MBA from the University of Utah and holds a Bachelor of Science in Engineering Technology from Cal Poly.

Ryan Martinez

As a principal CFP for Bernstein Private Wealth Management, Martinez works with family business owners, entrepreneurs, corporate executives, and family offices to handle all investment and planning matters for his clients, including capital raising, growth, liquidity, leadership and governance, maximizing value, succession and exit planning, and creative estate and tax structures.

Mike Mazzocco

Mike Mazzocco was born in Key West Florida and grew up in Northern California. Mike started at Cal Poly in 1982 and graduated in 1987 with a degree in Economics. After graduation, Mike began his career in sales at Packaging Innovators. Packaging Innovators, was founded in 1976 by Mike’s father. After working for the company for close to seven years, Mike took on a new role as VP of Operations. During this time, Mike decided to further his education and obtained his MBA in 1999. In 2007, Packaging Innovators invested in equipment that was the first of its kind in the world, targeting the wine business. Since then, Packaging Innovators has become a leader in high graphics direct print packaging. In June 2017, Packaging Innovators sold the company to a private equity company who had purchased 4 competitors at the same time. Currently, Mike serves as the GM for Packaging Innovators and Heritage Container, which is one of the other companies purchased in 2017.

Kristen Meyers

Tony Miley

Theresa Miller

Theresa Miller currently serves as the CIO and Executive Vice President of Information Technology for Lionsgate Entertainment which is a global content platform whose films, television series, digital products and linear and over-the-top platforms reach next generation audiences around the world. In this role, Theresa is responsible for developing the studios technology strategy and overseeing the day to day management of IT including all technology projects and personnel across the enterprise. Lionsgate Information Technology provides critical business and technology intelligence and services to all Studio business units. Theresa’s teams manage the Studio’s enterprise systems and solutions, data and analytics platforms, technical infrastructure, information security, data governance, and emerging technology research and development, among many other existing and emerging technology disciplines.

Theresa has over twenty-five years of experience in the media and entertainment industry. Prior to joining Lionsgate, she was Vice President of Systems Development for Metro-Goldwyn-Mayer and worked as a consultant for Warner Bros. and other entertainment clients.

Theresa holds a B.B.A. in Management Information Technology from Texas A&M University. She is a graduate of UCLA’s Executive Program in Management, and is actively involved in a number of technology and entertainment related organizations. Theresa currently serves on the Steering Committees for Women in Technology Hollywood (WiTH) and the Hollywood IT Society (HITS).

Al Moffatt

Al built his career at some of the finest advertising agencies in the world, including TBWA Chiat/Day, Grey Advertising, and Ketchum Advertising. Over the course of his career, Al has guided national and international advertising programs for companies such as 3M, Bank of America, Rockwell International and Xerox. As President/CEO of Worldwide Partners, Al has the unique position of helping partner agencies build their business and that of their clients, connecting the dots of how global issues, economics, business trends, technology and politics impact marketing, advertising, agencies, clients and consumers. As a thought leader in international marketing and business, Al is published regularly in leading marketing and business publications worldwide on topics ranging from the global economy, to branding, to business management, to advertising.

Marco Mohajer

As the President of Technologent, Mr. Mohajer is responsible for the day-to-day operations of the company as well as growth initiatives across the globe. In his role, he leads the organization to deliver innovative, edge-to-edge IT solutions and services to organizations worldwide.

Shari Moore

Shari Moore serves as NetApp’s vice president of human resources for product delivery organizations worldwide and is a member of the its Human Resources Leadership Team. Prior to joining NetApp, she was vice president of human resources for Hitachi Data System’s global sales, services and support. In this role, Shari drove the design and deployment of the company’s new sales compensation plan and oversaw senior leader development. Shari has also led human resources teams at Performant Financial Corporation and Hewlett-Packard. Shari is a core adjunct faculty member at Golden Gate University where she supervises courses in the Master of Science in Human Resources program. She volunteers her expertise for the Bay Area Human Resource Executives Council and the Bay Area Women’s Sports Initiative. Shari earned a Bachelor of Science degree in Business Administration, concentrating in accounting, from Cal Poly and earned a Master of Business Administration degree from Yale University.

Pia Moore

Eric Morham

Eric Morham has built a dynamic career leading global companies in the beer and wine industries. He recently retired as president and CEO of Constellation Brands Canada. Within Constellation, he also led its luxury division, Icon Estates, and served as vice president of its international division in North America. Prior to his time at Constellation, Eric guided Heineken, Delicato Family Vineyards, and the Robert Mondavi Corporation toward success. He currently serves as a member of Applied Silver, LLC’s advisory board. Eric holds a Bachelor’s degree in Business Management from Ryerson University in Toronto. He is also an alumnus of Stanford University Graduate School of Business.

Kevin Moultrup

Kevin Moultrup has more than 30 years of executive leadership and sales experience in technology. Moultrup is co-founder of Heirloom Inc., a leading provider of Enterprise Cloud software where he provided the vision and direction for the company as it pioneers innovative ways to bring the power of an enterprise cloud computing to any organization. He spent 18 years at Micro Focus in many executive roles, including EVP of worldwide channels sales and president of North America where he was responsible for sales, service, and marketing. Moultrup was on the executive team that purchased Micro Focus in 2001 and grew the valuation from $90 million to $1.5B. Before joining Micro Focus, he spent six years in various executive sales and marketing roles at Sun Microsystems. Moultrup graduated from Cal Poly San Luis Obispo with a degree in business administration and a concentration in information systems.

Jeffrey Neal

Warren Nelson

Warren Nelson is the president of Nelcal Private Equity and the founder, director and CFO of AmeriTies Holdings LLC. AmeriTies is the largest supplier of wood railroad ties to the Union Pacific Railroad (NYSE:UP). Nelson graduated from Cal Poly in 1972 with a degree in accounting and earned his MBA from UC Berkeley in 1974. His professional career began with Price Waterhouse where he worked in the audit area from 1974 to 1982. After leaving public accounting he entered private industry as a controller with Smith International Inc. Smith went through a series of difficult financial turnarounds including a bankruptcy filing but emerged financially strong. It was at Smith that Warren acquired turnaround skills which led to other turnaround projects including Huntway Refining Company. Huntway was also an NYSE listed Company. First as CFO and then as president and CEO, Nelson led the turnaround of this Company and tried to take the company private but was out-bid by Valero Energy Corporation. Following Huntway started AmeriTies. Nelson has worked as CFO of several other public companies and is currently exploring investments with companies whose attributes are similar to AmeriTies. He currently serves as president of Boy Scouts of America Ventura County Council and is active with Gideon’s International.

Mark Newton

Mark graduated from Cal Poly’s Environmental Engineering Program in 2000, and the MBA/MS Engineering Management Program in 2002. He spent three years working as a civil engineer for the County of Sacramento, before changing careers to the entertainment business. For the last 13 years, Mark has worked in post production management ranging from running post production facilities, to series from MTV’s “Meet the Barkers” to Bravo’s “Real Housewives of New Jersey.” Mark is currently the senior vice president of post production at Thinkfactory Media.

Steve Olson

Steve Olson is the founder and president of ProtoMed Engineering, a medical device design, prototype and production manufacturing company located in Santa Clara, Calif. ProtoMed was started part time in his garage in 2004 and now operates out of a 5,000 sq. ft. facility with CNC milling, turning and injection molding capabilities. ProtoMed’s primary focus is on helping medical device companies develop and manufacture components for patient care by offering engineering consulting, CNC machining and injection molding services. Customers include Medtronic, Boston Scientific, Johnson & Johnson, St. Jude Medical, Abbott Vascular and Google. Prior to starting ProtoMed, Olson spent 15 years working for medical device start-ups developing and manufacturing hand held devices, miniature mechanisms and assembly fixturing for minimally invasive surgery. Steve holds eight patents relating to delivery devices for stent grafting of abdominal aortic aneurysms, coronary arterial bypass grafting and customizable coronary stent delivery, among others. Olson graduated from Cal Poly in 1994 with a degree in industrial technology.

Paul Orfalea

John Ormiston

John Ormiston is a founding partner in 1026 Beverage Company, a producer and marketer of wine and spirit brands for domestic and international sales.
After graduating from Cal Poly in 1987, John joined E&J Gallo’s management development program. Since then he has held leadership positions with some of the world’s largest wine and spirit producers. He has been involved in the development of successful brands including Jack Daniel’s, Pinnacle Vodka, Woodford Reserve, Sonoma Cutrer, Glen Ellen and Fetzer Wines. In 2011, he led the creation of the Alliance Company, a joint venture between Brown Forman and Bacardi, two of the world’s largest spirits producers. He created 1026 Beverage Company in 2015 and is a leader in sales management and social media marketing in the wine and spirits industry. He earned his MBA from Pepperdine in 2000.

Tyler Painter

Tyler Painter serves as the chief financial officer for Solazyme (to be renamed TerraVia), bringing more than 20 years of experience in financial management and investor relations. Before joining Solazyme, Painter worked at several publicly traded companies, including CarsDirect and Gap. He most recently served as vice president of finance and investor relations and corporate treasurer for Wind River Systems (acquired by Intel in 2009). Tyler earned his bachelor’s degree from California Polytechnic State University, San Luis Obispo.

Jason Parr

Jason Parr is a Director with Cushman & Wakefield’s Multifamily Advisory Group of Northern California and specializes in the sale of apartment properties throughout Northern California. As a professional dedicated to the multifamily industry, Mr. Parr provides transaction, valuation, and underwriting services tailored to the unique needs of private and institutional multifamily investors and owners.

Dan Pavlinik

Dan Pavlinik is currently an executive vice president with A10 Capital, a specialty finance portfolio company of HIG Capital, an $18 billion private equity fund and KKR. He leads the company’s financing efforts in California. Prior to A10, Pavlinik served as an investment banker at Citigroup and UBS in San Francisco, New York, and Houston. He originated and executed financing in both the bank and bond markets for corporate issuers and financial sponsor-owned companies. Pavlinik worked across a broad array of sectors, including real estate, technology, oil and gas, energy, building products, healthcare, media and telecommunications, financial services, industrial, consumer products, and retail. Before joining Citigroup and UBS, Dan was with Trust Company of the West in their distressed/special situations group. Dan graduated from Cal Poly San Luis Obispo in 2002, with a bachelor of science degree in business administration with a concentration in finance and a minor in economics.

Will Peets

Will Peets is the Chief Investment Officer of Passport Digital Holdings LLC and portfolio manager for the digital currency strategies at Passport Capital, a San Francisco-based investment firm dedicated to identifying secular change and investing in that which hasn’t happened before. Prior to his focus on digital currency strategies, Will was the Chief Risk Officer for the firm’s long/short equity hedges funds where he and his team informed the portfolio construction process and provided guidance on position sizing, hedging, and the alignment of macro, factor, and fundamental risk taking with the firm’s investment views. Preceding Will’s career at Passport Capital, he held several roles at MSCI from 2006 to 2014 within the Alternatives Consulting Group focusing on the use and application of the firms risk and portfolio construction tools.  The son of a rare comic book collector and store owner, Will comes from non-traditional investment roots. The family business allowed Will to evaluate and pursue investments in unique markets from an early age. This entrepreneurial start coupled with his experience at Passport has inspired personal investments in projects/companies that apply a new lens to existing problems. Recent investment themes include: blockchain-secured digital art and identity protection, the use of social media data for early warning systems, democratization of housing, among others.  Will graduated from California Polytechnic State University San Luis Obispo, where he earned his B.S. in Business Administration with concentrations in Accounting and Finance.  He is a CFA, CAIA Charterholder, and an ASA certified sailor.

Will Peets

Chris Penner

Chris Penner is the senior vice president of global channel sales and alliances at Box, which recently had a successful IPO in January 2015. In this role he runs the indirect sales and partner strategy for Box worldwide. Prior to joining Box, Penner worked at NetApp where he served as the senior director of the Microsoft business unit, the senior director of strategic alliances and solutions, among other leadership roles. Prior to NetApp, he led strategic alliances, channel sales, business development, and OEM sales at Interwoven (acquired by Autonomy, then HP). Prior to joining Interwoven, Chris worked at Plumtree Software (IPO in 2002, acquired by BEA/Oracle) where he was the director of global system integrators, channel sales and alliances. Penner spent his earlier years as a management consultant with Deloitte Consulting, working with companies such as Intel, HP, Boeing, Clorox, and Silicon Graphics. Earlier in his career, he held management roles at Agilent Technologies (formally Varian Associates), as well as Kaiser Permanente. Chris earned a Bachelor of Science in Industrial Technology from Cal Poly in 1993 and an MBA from the Owen Graduate School of Management at Vanderbilt University in 1997.

Jeremy Perkins

Robert Pietsch

As Managing Director of the Tech and Telco Sector, Mr. Pietsch is responsible for all sales and marketing activities that drive advertising revenue for Twitter within the Technology and Telco sector. Prior to joining Twitter in 2011, Mr. Pietsch served as Vice President of WW Sales at social video start up, Sharethrough and VP of Sales, West at Myspace where he was responsible for all revenue generating activities. Before he jumped into social media, Mr. Pietsch spent over 10 years at Forbes.com where his most recent position was Chief Digital Advertising Officer for Forbes Media. He was responsible for all sales and marketing activities that drove advertising revenue from Forbes.com, Forbes.com Audience Network and the Forbes.com Business and Finance Blog Network, with revenues growing over 700% from 2000 – 2007. Prior to joining Forbes.com, Mr. Pietsch was a regional sales manager for IDG, selling print and online advertising for Computerworld. Prior to that he was in the marketing departments of Ingram Micro and Dole Food Company. Mr. Pietsch is a graduate of California Polytechnic University in San Luis Obispo, California. He sits on the Board of Directors of My New Red Shoes, a non-profit organization that helps Bay Area homeless children put their best foot forward at school. Robert lives in San Carlos, CA with his wife, Heather, and their two daughters.

Mike Pongon

Michael Pongon is the CEO of PointB, Inc. Under Mike’s leadership, the firm has grown to 600 employees in eight U.S. markets, with revenues in excess of $140M. Point B has also become100 percent employee-owned. In his five years as CEO, Pongon has led the diversification of Point B’s business portfolio, with the launch of venture capital and property development units. He was honored in 2008 as one of Puget Sound Business Journal’s 40 under 40 list, and his firm was recently recognized by Fortune magazine as a “Best Place to Work.” Pongon has a number of published articles and led speaking engagements on employment issues, culture, and how to best run an employer of choice. He is an active volunteer in his community, and is currently on the board of directors for the National MS Society based in New York. Mike received his B.A. in accounting and information systems from the University of Washington in 1996.

Matt Potter

Jeff Pulver

After graduating from Cal Poly (IT, 1989), Jeff started his career in sales at IBM and then spent the next 25 years leading Marketing & Business Alliances organizations in some of the industry’s most successful enterprise software companies.  Jeff is currently an active angel investor and advisory board member in the software, healthcare, and automotive industries.

Jeff most recently spent a decade helping build Workday from a 100 person start-up to one of the leaders in cloud enterprise software with over $1B in revenues and 10,000 employees.  Jeff was Workday’s first VP of Marketing & Business Development and built Workday’s global alliances organization from scratch to over 7000 trained consultants over that time period forging partnerships with companies such as Accenture, Deloitte, PWC, and other leading Systems Integrators.  Jeff spent his last 3 years at Workday in London building out the European Partnership program and team before before retiring from Workday in late 2016.

Jeff has also held leadership positions at a number of Silicon Valley enterprise software companies such as PeopleSoft, E.piphany, Siebel and Rearden Commerce. Jeff led the company launch and marketing efforts for start-up Rearden Commerce. He also served as vice president, worldwide marketing at Siebel Systems, leading a 130 person organization covering all aspects of marketing and sales development.  During his tenure, the Siebel marketing team received numerous awards, including IDC’s Best Practices and the ITSMA Marketing Excellence Award for Marketing Accountability. During his tenure at E.piphany, a leading Marketing Automation firm, Jeff was recognized as one of B2B Magazine’s Top Marketers. Jeff was employee #288 at PeopleSoft and spent seven years in various roles including VP of Alliances and VP of PeopleSoft’s Global Marketing organization.  He started his career in sales at IBM in San Francisco.

Jeff Radzinski

Jeff is CEO and co-founder of IQV Construction & Roofing. As CEO Jeff is responsible for guiding the company’s management team, overseeing all aspects of the operational, estimating, sales, financial and administrative functions. IQV was started in 2011 and serves the multi-family housing market, repairing, retrofitting and renovating condominium, townhouse and apartment complexes. Prior to starting IQV, a week after graduating from Cal Poly, Jeff started work for the international accounting firm, Coopers & Lybrand, now PWC. He spent 5 years with the commercial construction firm DPR Construction, Inc., over a period that saw the company grow from $80M in revenue to over $1B, and from 100 employees to over 1,500. Other stints included a couple of high tech gigs, and CFO of a family owned construction company. Jeff is a licensed California general contractor, has served as Board Chair of Rebuilding Together Silicon Valley, and serves on the Advisory Board of the Housing Industry Foundation. He is the current Board President of the Silicon Valley Chapter of the Entrepreneur’s Organization (EO).

Roxy Rapp

Rapp Development is a commercial development firm with roots in Palo Alto. With an early focus on the retail industry, Roxy has developed more than thirty projects, ranging from mixed-use, retail/office projects and parking structures to high-end office buildings. Roxy has been involved with the acquisition of over 25 buildings in the downtown Palo Alto submarket since the early 1980’s with a value of over 250 million. Rapp Development currently owns and operates over 275,000 Square Feet. Palo Alto native, Roxy Rapp was born into retail. As a young boy, he worked in his parents’ downtown Palo Alto shoe store, Rapp’s Shoes,starting as a stock boy and working his way to the sales floor helping customers. After graduating from Menlo College, Roxy opened his first retail store in downtown Palo Alto. In the early 1970’s, he founded the Athletic Shoe Factory that he grew into a 68 store chain throughout the Western United States.  Since the early 1980’s, Roxy has utilized his retail experience, love of historical buildings and deep knowledge of the Mid-Peninsula market to develop more than 30 commercial projects.  Roxy generously contributes his knowledge and experience to many local organizations. He currently serves on the Board of Directors for Avidbank, as well as previously serving on the Board of Directors of Menlo College and Friends of the Junior Museum and Zoo. He was·instrumental in designing, funding and rebuilding Lytton Plaza. He was also a Board Member of the Trees for El Camino Project and the Palo Alto Chamber of Commerce.

Scott Roberts

As Chairman and Chief Executive Officer of Roberts Resorts & Roberts Communities, Scott Roberts oversees an array of projects and properties located in high demand retirement destinations and fast-growing metropolitan areas in need of affordable first-time buyer homes.

Gina Roldan

Gina leads a team at Google charged with building and designing next generation Access Management to support global engineering and operational needs. Previously, Gina was a Principal Engineering Program Manager and Technology and Business Process strategist in Microsoft’s Cloud and Enterprise division. She joined Microsoft in 2007 where she developed business modeling and strategy to deliver computing and storage capacity for Microsoft’s global IaaS products, including Microsoft Azure, Office 365, and Bing. As a manager and individual contributor, she solved problems in business areas such as server hardware, data center deployments, capacity management, and supply chain. When not at work she is active with her husband and two kids, swimming, biking, hiking, and spending quality family time. She aspires to make difference in people’s lives by striving for transparency, trust, and welcoming all diversity. She looks forward to experiencing the world through her children’s eyes.

Calvin Rowland

Manvir Sandhu

Manvir Sandhu started his career as an auditor at Deloitte’s Seattle practice then transitioned to core business leadership where he would eventually run a $150-million business unit as General Manager at Hewlett Packard. He ultimately founded and actively runs Zennify, a high-growth, cloud-computing startup that is driving impactful innovation and business outcomes.

Manvir graduated magna cum laude from Cal Poly’s Orfalea College of Business in 1996, with a degree in Accounting. He played Mustang Football all 4 years at inside linebacker and was named 1st Team Academic All-American (Arthur Ashe) in 1996. He resides in Sacramento with his amazing wife Del, and 3 children, Sunaiya, Saijyn and Saiyva.

Pete Sauerborn

Pete is the Vice President, Supplier Recruitment and Development for Amazon. In this role he leads the teams that empower over 2 million suppliers worldwide to sell products on amazon.com. Pete leads a number of business and software development teams that build tools and manage programs to drive Marketplace Seller success in North America and worldwide. Pete is a champion for entrepreneurs and brands of all sizes that want to tell their story, connect with customers, and transact on Amazon. His team has innovated with programs such as Amazon Exclusives and new Programs for Brand Owners on Amazon. This role is his “dream job” with a great sense of purpose to empower entrepreneurs by levering sales, big data, and technology.

Pete originally joined Amazon in 2010 as the leader of worldwide Business and Product Management for the Amazon Marketplace and moved into his current role in 2013. Prior to joining Amazon, Pete was EVP eCommerce for Teleflora and he has also has held leadership positions in startups. Earlier in his career Pete was a consultant at McKinsey & Co. He holds an MBA with high honors from The University of Chicago and a BA from Cal Poly San Luis Obispo.

Meredith Schmidt

Meredith Schmidt is the executive vice president of global revenue operations at Salesforce and reports directly to the company’s CFO, Mark Hawkins. In addition to managing the sales operations, compensation, and product and enablement teams, she has been an influential presence for driving innovation at Salesforce for the past ten years. Her prior experience at PeopleSoft and KPMG provided Meredith with a wealth of knowledge that ultimately enabled her to streamline our sales negotiation process and successfully recognize revenue. Most recently, Meredith has been a guiding force on the “Quote to Compensation”initiative that has optimized deals and will drive revenue even further. Meredith holds a Bachelor of Science degree from California Polytechnic, San Luis Obispo, with a concentration in finance and accounting. She currently resides in San Francisco, CA.

Mike Selfridge

Mike Selfridge joined First Republic Bank (NYSE: FRC) in 2012. As Chief Banking Officer, and as a member of the bank’s executive management team, he is responsible for the company’s private banking, business banking, and cyber & information security activities.  Previously, Mike served as First Republic’s Chief Operating Officer and as its first Chief Risk Officer.

Before joining First Republic Bank, Mike was head of U.S. Regional Banking at Silicon Valley Bank (NASDAQ: SIVB).  During an 18-year career at Silicon Valley Bank, Mike held a number of executive management positions throughout various regions. Prior to this, Mike was with HSBC and Wells Fargo. Mike served on the advisory board of the Export-Import Bank of the United States, and is currently on the board of directors of Catholic Charities of San Francisco/Marin/San Mateo counties.  Mike has been committed to serving on non-profit boards for nearly two decades.  B.S. Economics, 1989, Cal Poly, San Luis Obispo; M.B.A., 1995, University of San Francisco; Harvard Business School Advanced Management Program, 2013.

Eric Shain

Eric Shain has been involved with film and tv production for several years. As the vice president of production finance for the Disney ABC Networks Group, he financially manages more than 30 shows in production ranging from Doc McStuffins on Disney Junior to Shadowhunters on Freeform. Eric started his career as an auditor at Deloitte & Touché where he obtained his CPA and then moved on to Warner Bros. Audit where he was involved in many company projects including the audits of several theatrical productions. Knowing that this was the path he was destined to follow, he worked on blockbuster shows such as Batman & Robin, Armageddon, The Perfect Storm and Pearl Harbor. From there he moved into Disney where he managed a short-form production group which eventually led him to his current role in production finance. Eric earned his bachelor’s degree in business administration with a concentration in accounting in 1990 from Cal Poly. Eric is on the Board of Directors for a local YMCA association and is on a team in Ventura that races Hawaiian outrigger canoes.

Jon Shalowitz

Jon is CEO of SnapRoute, an early-stage startup disrupting the $30B network infrastructure market.  Jon brings a wealth of experience in building innovative, fast-growth companies and taking them to successful exits.  Jon has deep roots in Internet infrastructure and enterprise SaaS products, having been an executive, serial entrepreneur, and CEO at leading Silicon Valley companies.  Prior to SnapRoute, he was CEO of Badgeville, an Enterprise SaaS company that analyzed and optimized over 1 billion consumer actions per month for leading brands.

Jon holds an MBA from Stanford University and an A.B. in Public Policy from Duke University.  He lives in Menlo Park with his wife, Naomi and they are the proud parents of a high school sophomore and an Orfalea College freshman.  He is an avid collector of vintage vinyl and is a masters swimmer.

Jon Shalowitz

Mark Shearer

Mark Shearer is the senior vice president for business development/Chief Revenue Officer with the Oakland Raiders. Shearer began his career in investment banking with Montgomery Securities before transferring his skill set to the sports industry. He just completed his 17th season with the Oakland Raiders and his first in his present capacity. Shearer oversees the club’s revenue generating departments including corporate partnerships, premium/ticket sales and service, business development and analytics, merchandise and Raiderettes. His more recent responsibilities involved analysis and strategic planning of several possible relocation markets. After helping to identify possible long term stadium solutions, he has worked closely with the Raider executive team, the NFL and other third parties to help plan for several contingencies and a smooth transition. Shearer started with the Raiders in the merchandise department in August of 1999. He helped open more than 20 brick and mortar Raider Image locations as well as launch the team run, online store still owned and operated by the club today. In 2009, he was promoted to oversee premium/ticket sales and service and in 2013 started the business development department. A native of Sonoma, Calif., Shearer earned his bachelor’s degree in business management from Cal Poly in 1998.

Dan Sheehy

Dan Sheehy is vice president/controller of Panda Restaurant Group Inc., a family owned international restaurant company operating the Panda Express restaurant chain. During his tenure, he has managed the accounting department, which consists of financial reporting, treasury, payroll, accounts payable, lease accounting and accounting systems during the Company’s growth from 240 restaurants and $160 million in revenue in 1998 to its current 1,800 restaurants and $2.5 billion in revenue. Prior to his eighteen years at PRG, Sheehy was the Corporate Controller for Wolfgang Puck Food Company for nine years, which operated full-service, casual dining restaurants and a packaged foods division. His first job out of Cal Poly was with Nestle USA, starting his career as a staff accountant and rising to division controller before moving on to help Wolfgang Puck start his food empire in 1989. One of Sheehy’s passions is baseball, and in addition to managing recreational and travel baseball teams for eight seasons, from 2009-2013 he served on the Board of Toluca Baseball, Inc., a PONY baseball league serving 750 families in the San Fernando Valley. Sheehy is an avid golfer, hiker, and FAA-licensed pilot.

Steven Short

Sharon Smith

Sharon Smith has more than 20 years of experience in the banking and financial services industry. Sharon is currently vice president of IT finance at Mitsubishi UFJ Financial Group Union Bank supporting the information technology financial planning and analysis function. Prior to joining MUFG in 2015, Sharon held various leadership and management positions at HSBC (Hong Kong and Shanghai Banking Corporation), one of the largest banking and financial services institutions in the world, working in a variety of departments including finance, operations, marketing, technology, and sales. She earned her Bachelor of Science degree in business administration with a finance concentration at Cal Poly San Luis Obispo in 1989 and graduated with her MBA from San Jose State University in 2005. Smith lives in Dana Point, Calif. with her husband of 26 years (also a Cal Poly alumni), teenage daughter, and two rescue dogs and enjoys hot yoga, traveling, and hiking.

Brent Smolinski

Brent Smolinski is a partner with McKinsey & Company’s Business Technology Office. Brent graduated from Cal Poly San Luis Obispo with a B.S. in economics and M.S. in computer science. Before joining the firm, Brent held technical and leadership positions for firms like SAS and Wachovia Investment Bank, as well as government research facilities and high-tech start-ups. Smolinski’s expertise lies in acquisition strategies and diligence for tech and tech services companies. Throughout his career, Smolinski has conducted product and service strategies within data center hosting and cloud services space, developed the firm’s data center and cloud design, and has also conducted more than 20 studies on data center diligence and strategy. He currently leads IT infrastructure practices, and he also leads a broad range of corporate and institutional investors on enterprise technology targets.

Jeff Sokol

Jeff is a tax partner with 24 years of public accounting experience with Deloitte, working primarily with technology, life-sciences, and manufacturing clients. Jeff spent two years in Deloitte’s National Tax Office in Washington, D.C. where he was a member of the Subchapter C group, specializing in mergers and acquisition-related tax issues. He just completed a 10-year run as an adjunct professor of the San Jose State University Masters Income Tax Accounting course. Jeff earned his undergraduate degree at Cal Poly in San Luis Obispo and has a Masters in Taxation from USC.

Anthony Soohoo

Carole Souvenir

Carole L. Souvenir leads employee relations at Tailored Brands, the holding company of Men’s Warehouse. She joined the company in April 1998, moving from vice president, to senior vice president, to chief legal officer and executive vice president by August of 2006. Carole graduated from the University of Washington with a Bachelor of Arts in 1983 and earned her law degree from University of Washington in 1987. She previously was a partner at Miller, Nash, Wiener, Hager & Carlsen (now known as Miller Nash Graham & Dunn) in Portland, Ore. where she worked from 1987 until 1998.

Greg Spicer

Jordan Stankowski

Jordan Stankowski is a partner at Andreessen Horowitz, a venture capital firm located in Silicon Valley that invests in technical founders with disruptive ideas strongly rooted in software and computer science. He is responsible for counseling portfolio companies and startups on go-to-market strategies. Stankowski also helps to broker sales and partnership opportunities between startups and Global 2000 firms, with a heavy focus on consumer businesses in the marketing and digital field. Previously, he worked at Apple on the iPhone team helping to support new market expansion in the telco market and developing commercial strategies for key carrier partners. His career began in Apple’s financial development program, where he held various analyst roles on such teams as iTunes, M&A, Online (Australia), and Enterprise (Australia). Jordan holds an MBA from Stanford’s Graduate School of Business, a bachelor’s degree from Cal Poly’s Orfalea College of Business, and is a Chartered Financial Analyst (CFA).

Jeff Stephens

Craig Stoehr

Craig Stoehr is the CFO of NAVEX Global, the world-leader in ethics and compliance software.  With more than 25 years of financial expertise, Craig brings extensive experience in corporate development, strategic planning, business partnering, financial planning & analysis, treasury, financial control and investor relations to his role as CFO.  Craig leads the Finance, Accounting, HR, and Business Systems functions while driving integration efforts for five acquisitions and implementing SaaS best-practices across the company.  During his tenure, NAVEX transacted for a >4x cash-on-cash return while more than doubling in revenue.  Prior to NAVEX, Craig held various leadership positions in Finance, Corporate Development, and Investor Relations at FLIR Systems, ESI, and InFocus.

Craig is a CPA (inactive) and holds a B.S. from Cal Poly and an MBA from Stanford University.

He lives in Beaverton, Oregon with his wife, Lisa (B.S. Cal Poly), and two daughters.

Matt Swinnerton

Matt Swinnerton

As the Area President for Precept, Matt is responsible for the growth, strategy and operations of Precept’s employee benefits consulting and brokerage services throughout California. Matt has worked in the employee benefits industry for over 30 years. During that time he has helped hundreds of employers improve their business performance by designing, implementing and managing innovative employee benefit programs that support organizational goals and objectives, minimize risk, streamline operations and effectively engage employees. As President of Precept he is committed and focused on working with employers to leverage improved employee health as a competitive advantage and to help improve the performance and value of the health care system. While Matt has been an executive and leader at Precept for over 20 years, he also spent 11 years in managerial roles for United Healthcare. Matt is past president of the San Francisco Chapter of the International Society of Certified Employee Benefits Specialists (ISCEBS). He is a graduate of the California Polytechnic State University School of Business in San Luis Obispo, and a Licensed California Life and Health Agent.

Mike Tate

Mike Tate most recently served as CFO of a private stealth semiconductor company, which was sold to Amazon in 2015. Prior to that position, Mike served as the CFO of another semiconductor company, NetLogic MicroSystems, Inc., from 2007 to 2012. During Mike’s tenure, NetLogic enjoyed over 400 percent revenue growth, five successful acquisitions, and the sale of NetLogic to Broadcom Corporation for $3.7 billion. Prior to joining NetLogic,Mike was the interim CFO of Marvell Technology Ltd. from 2001 to 2007. Mike joined Marvell in January 2001 when he led the sale of Galileo Technology Ltd. to Marvell for $2.7 billion. At Marvell, Mike served in various senior financial management roles and managed numerous acquisitions and debt financing. From 1994 to 1997, Mike held various senior financial management positions at S3 Incorporated. In addition, Mike served for more than five years at Deloitte& Touche LLP. Mike graduated from Cal Poly with honors in 1998 with a bachelor’s degree in business administration and a concentration in accounting.

Terry Tognietti

Terry Tognietti is an entrepreneurial business leader with experience in technology, consulting and consumer products. He is the founder of Tognietti Group Inc., a business consulting firm mentoring entrepreneurs in commercialization efforts. He also leads Universal Healthcare Network LLC, a digital medical records company, and Energy By Wind LLC, a renewable energy firm. Prior to founding Tognietti Group, he was chairman and co-founder of Consumer Solutions Inc., a consumer product consulting firm guiding inventors in their efforts to market their products. Terry has led a variety of companies as CEO, including World Narrowcasting Corporation, QwikStrip Products and Drypers. Tognietti began his professional career at Proctor & Gamble in 1979, serving as a cost engineer and product manager. Terry earned his Bachelor of Science degree in industrial engineering from Cal Poly in 1979 and was recognized as an “Outstanding Industrial Engineering Graduate.” Tognietti was also honored with the Industrial and Manufacturing Engineering Department’s “Professional Achievement Award” in 1999.

Mike Tomasello

Mike is a founding partner of the DeWinter Group and focuses his time building the reputation of the firm and expanding the services provided by the DeWinter Group. Mike also manages the Silicon Valley search practice and team of recruiters placing finance, accounting, and human resource managers and professional staff. He focuses on both retainer and contingent searches for senior management-level positions in the Finance organizations of his clients. Mike graduated from Cal Poly – San Luis Obispo with a B.S. degree in Accounting, and subsequently spent 3 years at KPMG in Los Angeles. After public accounting, Mike joined BankAmerica Corporation in San Francisco. There he was a member of the SEC Reporting team and the Retail Banking Finance group. He began his recruiting career with Parker and Lynch in 1996.

Robin Tomasello

Robin is currently the Chief Accounting Officer at Chegg, Inc in Santa Clara where she oversees Revenue, SEC reporting, accounting operations (ie G/L, AR, AP, fixed assets, int’l operations, consolidations) and payroll .  Prior to joining Chegg, she held various roles at Palm, Inc. as well as other software companies in the Bay Area.  Robin began her career at Deloitte and Touche’s LA office after graduating from Cal Poly in 1993 with an Accounting degree.  While at Cal Poly, Robin was a high-jumper on the track team who were national champions her sophomore year.  Robin credits Tad Miller and Doug Cerf with inspiring her to lead a life of accounting compliance and reporting.  She lives in Mountain View with her awesome husband and two teenage children.

Simon Tucker

Experienced SaaS, Product, Customer Success & Customer Experience Executive. Since 1989 Simon has held several international senior management roles in large global organizations including Burton Group PLC, Corporate Services Group PLC, Adaytum, Business Foundation, Hyperion Solutions & Anaplan. Simon was part of the initial Anaplan founding team that Founders Michael Gould and Guy Haddleton formed in 2009 after emerging from the ‘barn’ with the genesis of what has become the world’s leading Connected Planning cloud. Anaplan is the Connected Planning cloud for Sales, HR, Finance, and Supply Chain solutions. Simon brings over 30 years of experience in Planning, Enterprise Performance Management, SaaS & Business Intelligence and is currently responsible for all things customer-facing including global Professional Services, Anaplan Academy, Customer Care, Community, Special Operations, Strategic Transformational Services, Customer Intelligence and Customer Operations teams. Prior to Anaplan, Simon was head of Product Marketing & Management for Adaytum, (acquired by Cognos), and also held roles in Product and Corporate Marketing & Management at Hyperion Solutions, (acquired by Oracle), as well as CEO of Business Foundation.

Simon Tucker

Mr. Tucker has held several international senior management roles in large global organizations including Burton Group PLC, Corporate Services Group PLC, Adaytum, Business Foundation, Hyperion Solutions, and Anaplan. He was part of the initial Anaplan founding team and brings more than 30 years of experience in planning, enterprise performance management, SaaS, business intelligence, and analytics.

Lance Tullius

Lance R. Tullius is the founder and president of LR Tullius, a merger and acquisition advisory firm based in San Diego, California. He has over 20 years of experience advising middle market businesses relative to their strategic goals and exit strategies. He has completed over 100 merger and acquisition transactions in his career, representing over $1 billion in aggregate transaction value. Tullius is a frequent presenter at various merger and acquisition related conferences. He also has authored numerous articles for different industry trade publications on topics including the sale of closely held businesses, preparing an exit strategy, valuation, and merger and acquisition market trends. He graduated from California Polytechnic State University, San Luis Obispo in 1993 with a Bachelor of Science degree in Business, and a concentration in Finance.

Brandon VanBuren

Brandon joined Google Capital in 2014. Prior to Google Capital, Brandon worked at Kohlberg Kravis Roberts & Co. where he focused on private equity and growth equity investments in the technology sector. He is passionate about democratizing disruptive technologies. Brandon graduated magna cum laude with a degree in Business Administration with concentrations in finance and accounting from California Polytechnic State University, San Luis Obispo and earned an MBA from Harvard Business School where he was a Baker Scholar.

Emmaly Vielhauer

Mark Vranesh

Mark Vranesh is a financial executive and investor with broad financial and board-level experience in the Media and Technology industry. Most recently Mr. Vranesh served on the board of BrightRoll during the sale of the Company to Yahoo! In addition, Mr Vranesh was CFO of App Annie Inc, a SaaS based mobile analytics company in San Francisco, CA for 2015 to 2017. Prior to this, Mr. Vranesh was CFO of Zynga Inc. (NASDAQ: ZNGA) from 2008 to 2010 and from 2012 to 2014 and Chief Accounting Officer from 2010 to 2014. Mr. Vranesh also held executive finance positions at Fortinet, Inc. (NASDAQ: FTNT) and at Support.com, Inc. (NASDAQ: SPRT). Mr. Vranesh became a CPA in California (inactive) while at EY LLP in Palo Alto and holds a Bachelor’s degree from Cal Poly San Luis Obispo.

Barry Waitte

Barry Waitte, a northern California native, graduated from Cal Poly in 1979 with a degree in accounting, has had various management/leadership positions. After his digital design start up was acquired by AOL, Barry managed business and corporate development throughout some of AOL’s biggest acquisitions and growth phases. Still yearning for another successful start-up, Barry left AOL to launch a string of a dozen enterprises in a six-year period, one of which was sold to Microsoft in 2005. Today, Barry advises many companies through their growth as an advisor and board member. More recently, Barry has focused his efforts on his passion for wine. Since 2001, he has made wine for Tamber Bey Vineyards in Calistoga. He is also an avid philanthropist in his northern California community and equine sportsman, participating in endurance horse racing around the world.

Barry Waitte

Barry Waitte, a northern California native, graduated from Cal Poly in 1979 with a degree in accounting, has had various management/leadership positions. After his digital design start up was acquired by AOL, Barry managed business and corporate development throughout some of AOL’s biggest acquisitions and growth phases. Still yearning for another successful start-up, Barry left AOL to launch a string of a dozen enterprises in a six-year period, one of which was sold to Microsoft in 2005. Today, Barry advises many companies through their growth as an advisor and board member. More recently, Barry has focused his efforts on his passion for wine. Since 2001, he has made wine for Tamber Bey Vineyards in Calistoga. He is also an avid philanthropist in his northern California community and equine sportsman, participating in endurance horse racing around the world.

Fong Wan

Fong Wan is Senior Vice President, Energy Policy and Procurement, for Pacific Gas and Electric Company, and is responsible for management of portfolio for energy resources, advocacy for clean energy policies, and integration of innovative solutions to accelerate PG&E’s transition to the sustainable grid of the future. Wan joined PG&E in 1988 as a financial analyst and spent six years in the Financial Planning and Analysis organization. He served as director in the Gas Supply and Electric Transmission business units before moving in 1997 to PG&E Energy Trading, where he served as Vice President, Structured Transactions. In 2000, Wan served for four years as Vice President, Risk Initiatives. He was named Vice President, Power Contracts and Electric Resource Development in 2004 and Vice President, Energy Procurement in 2006. He was promoted to his current position in 2008. Wan has a Bachelor of Science in chemical engineering from Columbia University and a Masters of Business Administration from the University of Michigan.

Jourdi de Werd

Kim Van Wert

Brett White

Brett has been MINDBODY’s (NASDAQ: MB) chief financial officer since July 2013, and chief operating officer and chief financial officer since July 2016. He is responsible for financial and business operations, investor relations, corporate development and real estate for the global SaaS company and lead their highly successful 2015 IPO.  With over 25 years of senior financial and operations expertise, he has a wealth of knowledge and experience in high growth technology companies. Prior to MINDBODY, Brett served as CFO for 3 Silicon Valley technology companies, leading one IPO and one company sale.  His background includes 10 years at Oracle, where he served as vice president of finance over a $3 billion business unit as well as in various international finance roles. He started his career with Arthur Young (later Ernst Young) in San Francisco.  Brett is a Bay Area native and holds a Business Economics degree (with Honors) from the University of California, Santa Barbara.

Bransby Whitton

Bransby Whitton is an executive vice president and real return product manager in PIMCO’s Newport Beach office. He previously spent five years in Singapore as a director and head of PIMCO Asia Private Limited, overseeing all aspects of the client servicing and business development efforts in Southeast Asia. Whitton joined the firm as an account manager and a credit product specialist in Newport Beach before relocating to Singapore in 2006. Prior to joining PIMCO in 2002, he was with Merrill Lynch and Deloitte Consulting. He has 13 years of investment experience and holds an MBA from the MIT Sloan School of Management and undergraduate degrees from California Polytechnic State University, San Luis Obispo.

Brett Wingo

A 25-plus year veteran of the Silicon Valley technology industry, Brett Wingo started his career with Apple, then helped found and build a network data storage company, followed by another startup, which created a new market for wireless location systems.

At Cisco, he served as the vice president and general manager of the Cable Access Business Unit and was responsible for the strategy, product development, and marketing direction of its comprehensive family of cable service provider products. He also managed the P&L of the business working with major cable companies around the globe, in addition to ensuring the strategic alignment of technologies to guarantee Cisco’s continued market leadership.

Wingo holds a bachelor’s degree in Industrial Technology from California Polytechnic State University, San Luis Obispo.

Brett Wingo

Brett Wingo is the vice president and general manager of the Service Provider Infrastructure Group at Cisco, leading global strategy, product development and marketing direction of Cisco’s comprehensive, Routing, Optical and Cable service provider products. Previously, Wingo served as the vice president and general manager for Cisco’s Home Networking Group, tackling end-to-end responsibility for the Linksys brand and select service provider products. After overseeing a successful turnaround of the Home Networking Group, Wingo spearheaded the sale of the business to Belkin. Prior to Cisco he joined other executives to help found and build a network data storage company that was acquired soon after successful product launch. Following the acquisition, Wingo joined the senior executive team of another startup that created a new market for wireless location systems where he drove its transformation from a product company to a solutions provider. Wingo stayed on as divisional vice president for mergers and acquisitions before leaving for Cisco in late 2008. Wingo began his career in Silicon Valley technology with Apple, working towards substantial business improvements in worldwide technical, operations and product development during his nine year tenure. Wingo earned his bachelor’s degree in industrial technology from Cal Poly.

Jessica Winter

Jessica Winter is the vice president of Human Resources, Global Supply for the Americas at Stryker Corporation. Stryker is one of the world’s leading medical technology companies and together with their customers, is driven to make healthcare better. The company offers a diverse array of innovative products and services in orthopaedics, medical and surgical, and neurotechnology and spine, which help improve patient and hospital outcomes. Stryker is active in over 100 countries around the world. Winter is responsible for the selection, development and engagement of Stryker’s talent. Over her 18 years with the company, she has led teams in Human Resources, Finance, Operations and M&A as Stryker grew from less than $1B to over $10B in revenue. She is a graduate of Cal Poly, San Luis Obispo with a Bachelor of Science in business administration. She also has an Executive MBA in Leadership from the University of Nebraska. She lives in San Jose, Calif. with her husband and three daughters.

Jeff Witous

Larry Wolfert

Larry is a leading member of the Client Solutions team for the West Division of CBRE’s Global Workplace Solutions business. In this role, he drives CBRE’s GWS business growth by leveraging his experience as an end user to design custom solutions for corporate real estate and facilities teams. Focusing primarily on large-scale initiatives, he is particularly adept at engaging with CRE leaders to understand and align with their objectives. Based in San Francisco, Larry has 20 years of experience, during which time he has led every major function within the CRE umbrella—Strategic Portfolio Planning, Transaction Management, Project Management, Facilities and Workplace Services, Space Planning and Alternative Workplace Solutions, M&A, Lease Administration, and CRE Technology.

Jim Zurbuchen

Jim Zurbuchen is co-owner of B&Z Properties, Inc. and related companies, a diversified commercial real estate development, investment and asset management company. Past projects include master planned residential communities, suburban office, industrial and retail buildings as well as golf courses. In 1981, Jim joined Deloitte, Haskins and Sells where he specialized in non-profits, leveraged buyouts, long-term government contracting as well as participating in the firm’s continuing education programs as an instructor. In 1985, Jim joined Angeles Real Estate Corporation, a real estate investment company, as First Vice President in the general partner department where he was responsible for acquisitions, asset management, portfolio strategies, litigation and dispositions. In 1990, Jim moved to Sacramento and joined a local real estate company in the position of chief financial officer which he purchased in 2000 and recast as B&Z Properties. Jim graduated from Cal Poly San Luis Obispo in 1981 with a Bachelor of Science in business administration, concentration in accounting. Jim is a certified public accountant (inactive) and licensed real estate broker.