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Forum 2002: Session I Speakers
Saturday, October 12, 2002
Intel Campus - Hillsboro, Oregon
How to Create, Staff, Manage and Mature the Successful Technology Enterprise
RICHARD CALLAHAN
Partner, KPMG
DEBI COLEMAN
Managing Partner, SmartForest Ventures
Debi Coleman, Managing Partner of SmartForest Ventures , is one of the most recognized female executives in technology management. Debi stepped down as Chairman of the Board of Merix Corp. (NASDAQ: MERX) in September 2001, having served as Chair since October 1999, and serving as both CEO/Chair since its spin-out from Tektronix, Inc. in March 1994 (IPO: May, 1994). Prior to that she was Vice President of Materials/Operations for Tektronix. She is perhaps best known for her career achievements with Apple Computer, Inc. where she held the positions of Vice President of Operations, Chief Financial Officer, and Vice President of Information Systems and Technology.
Coleman serves as an advisor to three venture funds: PacRim Partners (CA); Utah Ventures; and Alexander Hutton Ventures (Seattle). She has been an active angel investor since 1995 and is a founding member of the Portland Angel Network.
Coleman graduated from Brown University with a BA in English Literature in 1974 and received her MBA from Stanford University in 1978. She also received an honorary Ph.D in Engineering from Worcester Polytechnic Institute in 1987. Coleman was named a Henry Crown Fellow of the Aspen Institute in 1997.
Coleman devotes time and energy to several organizations including the Committee of 200 and International Women’s Forum. She currently serves on the boards of Applied Materials Inc.; Synopsys, Inc.; Finatus; and Teseda Corp.
DAVID CHEN
Partner, OVP
David brings more than 20 years of operating experience in the software, Internet commerce, and wireless markets. He began his career as one of the early team members at Solectron, a $16 billion market leader in electronics manufacturing. Dave was also founder and managing partner of The Ascent Group: a strategy consultant serving firms like Intel, Microsoft, Sun, Bell Atlantic, Fujitsu and Marimba. He is a co-founder at GeoTrust, and during his tenure as an OVP partner, he served on the board of @mobile prior to its acquisition by software.com.
SCOTT DAVIDSON
Partner, White & Lee LLP
Scott is a partner in the Pacific Northwest Office where he focuses his practice in the intellectual property, emerging growth and corporate law areas, and sports and entertainment law areas. Scott works with clients involved in complex technology transfers, licensing, electronic commerce and mergers and acquisitions. Prior to joining White & Lee, Scott was a member of the legal departments at Intel Corporation and Sequent Computer Systems where he played a key role in numerous multi-million dollar transactions with companies such as IBM, Boeing, Netscape and Computer Associates. He holds a J.D. from Willamette University, College of Law and an MBA from Willamette University, Atkinson Graduate School of Management.
DENNIS FERNANDEZ
Partner, Fernandez & Associates
Mr. Fernandez, a partner at Fernandez & Associates, is an experienced registered U.S. patent attorney, with a strong electrical engineering technical background. In addition to having done significant chip design work in the electronic industry, Mr. Fernandez has served as high technology and intellectual property counsel to several semiconductor, computer, network, communications and software companies. Prior to his time at Fernandez & Associates, Mr. Fernandez has practiced at the law firms of Fenwick & West and Nutter McClennen & Fish. Mr. Fernandez received his J.D. from Suffolk University and holds an Electrical Engineering degree from Northwestern University.
MIKE HAYES
Vice President of Marketing and Sales, Ascentis
Mike joined Ascentis in March, 2002 and is an experienced software sales and marketing VP with experience in high-growth, start-up, turn-around and established companies. Prior to joining Ascentis, Mike was the CEO of URreal, a hi-tech start-up specializing in real-time collaboration solutions.
KEVIN HOAR
Co-Founder and Vice President of Operations
Mr. Hoar co-founded the company in Feb. 2000 where he established the business requirements for systems development and co-developed the company's patent-pending algorithmic method for in-stock probability. Prior to that he was the Inventory Distribution Manager for Dockers Europe BV during the 5-year brand launch of Dockers Casual Wear in Europe. In those five years he oversaw 1000% growth ($100MM) of deliveries to 4,000 retail outlets in 35 countries across Europe, the Middle East and Africa. Mr. Hoar also held Retail Systems Support and Supply-Chain Planning positions with Columbia Sportswear and Nike.
Mr. Hoar holds a BA in Government & International Relations from The University of Notre Dame, South Bend Indiana and received an MIM (International MBA) from the American Graduate School of International Management (Thunderbird) in Phoenix, Arizona.
MICHAEL HORNE
CEO, Qualis
ABBIE KENDALL
Principal, Armstrong Kendall
Abbie is a founding principal of Armstrong Kendall, Inc., and is an expert in technology marketing and communications strategies. From 1994 to 1998, she was the director of corporate marketing at OrCAD, the world's leading supplier of Windows-based EDA software and services. At OrCAD, she and her team were responsible for worldwide advertising, public and investor relations, direct and online marketing, collateral, customer communications, and the company’s web site.
Abbie and her team helped grow OrCAD from $8 million to $50 million in revenues, and gained OrCAD the number one brand position in the industry, a position the company has held for more than five years. She was an essential member of OrCAD’s IPO team and directed its investor relations program. While at OrCAD, Abbie served for two years as the publicity chair on the Executive Committee of the Design Automation Conference, the industry’s leading technology event.
Previously, Abbie was the corporate communications manager at Mentor Graphics, where she managed co-op marketing programs with Sun Microsystems, DEC, IBM, and Hewlett-Packard, and marcom strategy and programs for multiple divisions. While at Mentor, Abbie was elected to the board of directors of the worldwide EDA Consortium.
Before Mentor Graphics, Abbie was the marketing manager for nCUBE Supercomputers, taking the company from start-up through fast growth to its acquisition by Oracle Corporation’s Larry Ellison. She was previously a marcom project manager at database-maker Unify Corporation, and began her career in the Corporate Quality and Reliability Division of the Intel Systems Group.
JOE KOURI
Partner, Bononi & Kouri
Joseph Kouri is a founding partner of Bononi & Kouri LLP. The firm is engaged in the practice of general business litigation with special emphasis in the areas of employment and trade secret law. In his practice, Joe represents and counsels both individuals and corporations in connection with a wide variety of business, employment and trade secret issues, including employment discrimination, ERISA, wrongful discharge, breach of contract, fraud, breach of fiduciary duty, actions under the Uniform Commercial Code and Uniform Trade Secrets Act, unfair business practices, unfair competition, and RICO. Joe is a member of the San Francisco, Santa Clara and Los Angeles County Bar Associations, and sits on a number of Bar committees related to employment and trade secret litigation. He has written numerous papers concerning employment and trade secret issues both from the company and the employee's perspective, and has spoken on these topics at many public and private seminars. Joe is a native of New York City. He graduated from University of Detroit in 1973, earning a BA in English, cum laude , and becoming a member of the Jesuit Honor Society. After a career in teaching, Joe received his law degree from the Cornell Law School in 1987, and has been practicing in California ever since. When he has the time, Joe enjoys playing golf and tennis, and traveling abroad with his wife Cornelia.
KEITH LARSON
Venture Partner, Intel Capital
Keith Larson manages Intel's minority equity investments in and identifies strategic acquisition opportunities of networking and communications building block-related companies. In 1996, Intel Corporation recruited Keith to its venture investing and acquisition group, now known as Intel Capital. In addition to several acquisitions, he and his team have invested in many successful companies including Berkeley networks (acquired by Fore Systems), Globespan (GSPN), Research in Motion (RIMM), Rocketchips (acquired by Xilinx), and XLNT Designs (acquired by Intel). Prior to joining Intel, Keith operated a strategy and financial advisory firm and was founding member of a consumer software company (PrintPaks, later sold to Mattel). In 1986, Keith co-founded a $51 million venture capital fund (InterVen II, L.P.) where he was a general partner for over 9 years. Keith's investments while at InterVen II included Protocol Systems, Inc. (PCOL), Northwest Pipe and Casing (NWPX), and Sports Incorporated (acquired by Adidas America). As a part of Intel Capital's role in helping grow Intel's business, Keith is actively engaged in the development of Intel's networking and communications strategies. He and Intel Capital were the focus of a Harvard Business School Case Study published in 2000 examining how Intel obtains strategic value from its investments. He is a CPA and has been an Adjunct Professor at the Oregon Graduate Institute and Portland State University where he has taught classes in financing emerging growth companies and technology commercialization. He regularly speaks at conferences and seminars such as Next Generations Networks and Networld + Interop.
STEVE MORRIS
CEO, Teseda
Steve Morris is a 20-year veteran of the test business with product development and rollout experience at Hewlett Packard, Integrated Measurement Systems, Cadence, Mentor Graphics and Credence Systems Corporation. He has a Bachelor of Arts degree in Mathematics from Reed College and a Master of Science from Carnegie-Mellon University.
ROB NAIL
CEO, Velocity 11
Y. STUART NAM
Founder, Principia Group, Inc.
Stuart Nam, Esq. is an expert in international corporate alliance. As a business professor and management consultant, Stuart counsels emerging growth companies on their strategies for international strategic alliances, foreign market entry, cross-border investments and marketing. Although his primary focus has been with young high-tech companies, he has also worked with large organizations, including global media concerns, Asian conglomerates and government agencies.
Stuart most recently served as a visiting professor at KAIST (Korea Advanced Institute of Science and Technology), one of Asia's most prestigious universities, where he pioneered the school's MBA course on law and business: "Going Global: Managing Foreign Market Penetration and Corporate Partnering." Stuart believes business problems can be solved using a scientific approach; that belief led him to name Principia Group after "The Principia: Mathematical Principles of Natural Philosophy," by Isaac Newton.
Prior to founding Principia Group, Stuart practiced international law as a law clerk for the United Nation's Office of Legal Affairs in New York and the World Trade Organization in Geneva. He also was an award-winning business writer and columnist for nearly ten years; he has written for the Knight-Ridder Financial News, Investors' Business Daily and The Far Eastern Economic Review from Washington, D.C., Tokyo, Hong Kong, and Seoul. He also wrote in his native language for Korea's leading weekly newsmagazine, Sisa Journal, as the business editor and Silicon Valley columnist. He also has published a best-selling business book in Korea, Venture@SiliconValley, which was chosen by the Korean government as "The Best IT Book of 2000."
Stuart received his J.D. from the University of California's Hastings College of the Law, an M.S. in journalism from Northwestern University, and a B.A. in philosophy from Sungkyunkwan University in Seoul, where he graduated with top academic honors.
PATRICK SCHULTHEIS
Partner, Wilson Sonsini Goodrich & Rosati
Patrick J. Schultheis is a corporate and securities attorney at Wilson Sonsini Goodrich & Rosati. Patrick's practice focuses on the corporate representation of emerging growth companies, underwriters and investors in the Pacific Northwest. Patrick joined WSGR in 1989, and has practiced at the firm since that time. In December 1998, Patrick and three other attorneys opened the firm's first branch office, in Kirkland, Washington. Patrick is the managing partner of WSGR's Kirkland office.
Patrick has extensive transactional experience in public offerings, mergers and acquisitions and private financings. Among the companies that he has represented in public offerings are Micron Technology, InfoSpace, RealNetworks, Extended Systems and Harmonic. Among the underwriters that he has represented in public offerings are Morgan Stanley, Goldman Sachs and DB Alex. Brown.
Patrick received his A.B. in History (with distinction and departmental honors) from Stanford University in 1986, and his J.D. from the University of Chicago in 1989.
DICK STRAYER
Founder, Strayer Consulting
With 20 years of organizational consulting experience in over 250 high technology companies, Dick has earned an excellent reputation with CEOs and the venture capital community. Dick's professional expertise lies in organization and executive development, particularly founder transitions, top-management team building and CEO coaching. As a professional advisor or special limited partner to six venture capital firms, Dick has provided both pre-deal due diligence and post-funding consultation to startup teams. His consultation has included executive coaching and team building for over 100 pre-IPO companies. More than an advisor, Dick is an activist -- a catalyst for change. For this reason, he is known by the venture capital community as the person to call when tough people issues inhibit startup success. Dick also provides coaching and consultation to senior executives at larger corporations. In this capacity, he helps the executives diagnose organization and interpersonal issues and define change and development plans. His work often involves executive team building as well as planning for broader organizational change such as restructuring and acquisition integration. Dick maintains professional affiliations with the American Psychology Association and the Bay Area Organizational Development Network. He earned his MA and Ph.D. degrees in Psychology from Claremont Graduate School in 1971 and 1973, respectively. He completed a Post-Doctorate, with a focus on clinical and organizational behavior at the UCLA Neuropsychiatric Institute in 1973-74, and later earned an MBA in Marketing from Boston University in 1979.
DEREK STREAT
Vice President of Strategic Development, Classmates
Derek provides Classmates with extensive experience in corporate and business development, mergers and acquisitions, and capital raising for Internet and digital media companies. As vice president of strategic development, Streat is responsible for developing broad corporate strategies, and creating and executing Classmates' M&A and growth financing tactics. Streat previously served as Classmates' vice president of business development, where he forged relationships with several strategic partners.
Prior to Classmates, he was a co-founder and principal of the PineTree Group, an Internet consultancy focused on strategic alliances and corporate transactions. He also served as co-founder, president, and chief executive officer of JoeAverage.Com, an online commerce community for college students. Additionally, Streat served as vice president, corporate finance, and digital communications and commerce institutional equity research analyst at Roth Capital Partners, a technology-focused investment bank. He gained additional financial experience at Dain Rauscher Wessels as a member of the technology investment banking team. Streat received his BS degree from the University of Iowa.
JOHN THOMAS
Partner, Stoel Rives LLP
John Thomas has a general corporate practice with an emphasis on securities, financing and acquisition transactions. John has extensive experience in private and public financings, representing both issuers and underwriters, and handling acquisitions and mergers. A significant portion of John’s practice consists of representing emerging businesses, particularly technology-related companies. He also regularly advises publicly held companies in connection with executive compensation matters and their periodic reporting to the Securities and Exchange Commission and shareholders. John is a co-leader of the firm’s Corporate practice group.
John received his J.D. summa cum laude from Northwestern School of Law of Lewis and Clark College and his M.A. and M.Phil. from Columbia University. He received his B.A. magna cum laude from University of Puget Sound in1982.
DAVID WATKINS
CEO, OneName
An experienced CEO, David Watkins joined OneName in 2002 as chief executive officer. He brings to the Company more than 30 years experience in software development, sales and business development, and system integration. Most recently, David served as chief operating officer at Akiva, Inc. and before that he was general manager and president for the San Diego division of iXL, a leading system integration firm. He has extensive experience in the financial services sector, having served as a bank officer for First National Bank of Omaha, with responsibility for payment systems, and vice president for engineering at BancTec Payment Systems, a leading provider of transaction processing software. David has worked on information technology projects in Europe, North Africa, Asia, and North America. He has a degree in computer science from the University of Bristol and a degree in aircraft engineering from the University of Birmingham, both in the United Kingdom.
JULIE WICKLUND
Senior Associate, Cooley Godward LLP
Julie has a general business and corporate practice with an emphasis on mergers and acquisitions and international business transactions. She has extensive knowledge of global expansions and overseas acquisitions by U.S. companies, and regularly advises foreign corporations setting up in the U.S.
Before joining Cooley Godward, Julie was a senior associate with the London based international law firm, Lovells, and also spent time on assignment to Kirkland & Ellis in Chicago. She ran the Invest UK teams in Atlanta and San Francisco, assisting U.S. businesses with their European business development.
Julie graduated from The College of Law in Guildford, England; completed post-graduate studies in law at Nottingham Law School, England and received her B.A. (Hons) from Middlesex University. She is the contributing author of several publications on global expansion and is a founding member of the Silicon Valley Committee of the British American Chamber of Commerce.
ROBERT WINTER
Partner, Rocket Ventures
Robert is an experienced manager, private equity investor and consultant with wide ranging knowledge and interests. He acquired marketing, sales management and business development expertise with increasingly senior positions at IBM, Informatics General and Hewlett-Packard. He entered the venture capital industry as a senior associate with Canaan Partners and subsequently was a General Partner at Comdisco Ventures.
Prior to co-founding Rocket Ventures, Robert was an independent consultant and individual investor, involved with start-ups in both roles. Robert also is a frequent speaker at entrepreneurial forums such as the San Jose based Software Development Forum and the Sun JavaOne Conference. He holds a BSEE from Rice University and an MBA from Harvard Business School.
MARK WHITE
Partner, White & Lee LLP
Mr. White represents emerging growth companies and investment funds on all matters relating to the formation, financing, growth and liquidity of technology based enterprises. He represents and advises companies on a wide variety of transactional matters, including business and legal issues as they pertain to complex strategic and venture financings, acquisitions, and licensing and distribution arrangements. Mr. White’s practice principally covers corporate, technology, financing and corporate partnering matters for a wide variety of private and public company clients in the ecommerce, internet infrastructure, internet services, enterprise networking, telecommunications, mobile computing, software and hardware peripherals industries. He regularly advises companies on strategic positioning, business model and revenue generation issues, the preparation of investment materials and presentations, and the structure of complex corporate reorganizations, consolidations and commercial partnerships. Mr. White also represents investment funds on formation issues, and regularly represents investors in making portfolio investments. Mr. White has represented recognized companies such as HotMail, Nuvomedia, Native Minds, 3ware, SurfMonkey.com, garageband.com, Betasphere, the EDA Consortium and AirFlash - and venture capital funds such as New Enterprise Associates, Nexit Ventures and Selby Ventures. Mr. White has written several papers on matters effecting emerging growth companies and has spoken on these topics in seminars organized by the Software Development Forum, the Northern California Association of Harvard Business School, the International Angels Institute, the Asian Business Association, the EDA Consortium and other groups. Mr. White has also spoken on these topics in Singapore, the Peoples Republic of China and Malaysia. He is the organizer of the "Soup to Nuts" seminar series which in 2000 was sponsored by Silicon Valley Bank, New Enterprise Associates, NASDAQ, Microsoft and Oracle. Prior to co-founding White & Lee in 1996, Mr. White formed two other law firms: White & Altman, and the firm of Carr, DeFilippo, White & Ferrell. Mr. White started his legal career as an attorney in the Silicon Valley offices of Cooley Godward and also Fenwick & West. Prior to his legal career, Mr. White worked as the Managing Director of the International Trade division of the Harper Group, a Fortune 500 company and was the founder of Campamericanaan international travel operator based in Brussels, Belgium. For fun, Mr. White is an avid golfer, runner and oarsmen. Mr. White received his law degree at the University of California at Berkeley - Boalt Hall School of Law in 1987, his M.B.A. at Harvard University, Graduate School of Business in 1979 and his Bachelor of Arts at Rutgers College, Rutgers University, in 1977, Phi Beta Kappa.
STEVEN WYNNE
Former CEO, adidas America, Inc.
Founder, Ater Wynne LLP
Steven has experienced corporate life from a number of vantage points: as counsel to some of Oregon's leading entrepreneurial companies, as a director of a number of public and private companies and as CEO of adidas America.
Mr. Wynne was a founding partner of Ater Wynne LLP, a Portland-based law firm focused on the representation of entrepreneurial ventures. Prior to leaving the firm in 1995 to join adidas America, he specialized in advising start-up and high-growth businesses in the technology and consumer products sectors.
He became CEO of adidas America, Inc. in February 1995. During his five years at adidas, he led the Company's evolution from an enterprise struggling to gain market share in the United States to a company with revenues in excess of $1.5 billion. He left adidas in March 2000 with the intention of taking a year-long sabbatical, a goal he failed to meet. Instead, he began working with a number of companies in a variety of capacities.
He is currently a member of the Board of Directors of Planar Systems, Inc. and of FLIR Systems, Inc. During his tenure, he has served on the Audit Committees of both companies and served a term as Chair of the Planar Audit Committee. He also serves as a director of a number of private companies.
In addition to his business activities, Mr. Wynne serves as on the Board of Directors of the Oregon Children's Foundation and the Board of Trustees of Willamette University.
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