Connecting Vision to Reality 2008

Conference Agenda

7:00 a.m.
Breakfast and Registration

8:15 a.m.
Report Overview

Speaker
Peter Matutat
Partner and National Leader, Emerging Company Practice, PricewaterhouseCoopers LLP

PDF Report on Emerging Canadian Software Companies: The CEO Perspective
Peter Matutat
Partner and National Leader, Emerging Company Practice, PricewaterhouseCoopers LLP
May 13, 2008
(4,057 KB)

9:00 a.m.
Working with your VC — building a relationship from the ground up

What makes a VC relationship work? This session will explore the story of RuggedCom and their relationship with their VCs, from early beginnings to their eventual IPO and life post-IPO. Marzio Pozzuoli, President and CEO of RuggedCom and the VC, Scott MacDonald, Partner, Emerald Technology Ventures will discuss and debate the value-add they brought to the table, the exit strategy decision, and the exciting challenges they encountered along the way.

Moderator
Susan Allen
Partner and GTA Leader, Technology, InfoComm, Entertainment and Media Practice, PricewaterhouseCoopers LLP

Speakers
Marzio Pozzuoli
President and CEO, Ruggedcom

Scott MacDonald
Partner, Emerald Technology Ventures

PDF Working with your VC — building a relationship from the ground up
Susan Allen
Partner and GTA Leader, Technology, InfoComm, Entertainment and Media Practice, PricewaterhouseCoopers LLP

Marzio Pozzuoli
President and CEO, Ruggedcom

Scott MacDonald
Partner, Emerald Technology Ventures
May 13, 2008
(2,570 KB)

10:15 a.m.
Networking Intermission

10:45 a.m.
Break-out Sessions

  1. The Interactive Boardroom: Lessons learned from the trenches

    This interactive forum allows CEOs to ask questions, share experiences and discuss strategic, operational and growth issues with their peers and experienced CEOs.

    Moderator
    Ben Kaak
    Chief Financial Officer, KIK Corp.

    Speakers
    Mike Gittings
    Vice President, Marketing, Fresco Microchip

    Bernard Anzarouth
    Vice President, Mergers and Acquisitions, Constellation Software

    Ken Gordon
    Partner, Goodwin Procter LLP

  2. Channel Workshop: Make your channel work for you

    Each year our survey respondents report they are dissatisfied with the effectiveness of their sales channel partnerships. In this session you will learn from our panel of industry experts how to choose, manage, and effectively profit from your partners.

    Moderator
    Bruce Lazenby
    Canadian Regional Director, Corum Group

    Speakers
    David Nyland
    President and CEO, Blueprint Software

    Peter Smith
    Managing Partner, The Meaford Group

    PDF Channel Workshop: Make your channel work for you
    Bruce Lazenby
    Canadian Regional Director, Corum Group

    David Nyland
    President and CEO, Blueprint Software

    Peter Smith
    Managing Partner, The Meaford Group
    May 13, 2008
    (2,736 KB)

  3. SR&ED: R&D Tax Credits — Recent changes and best practices

    The panel will explore challenges of conducting and tracking R&D in emerging technology companies; best practices for building your SR&ED tax credit claims; the current view of the Canada Revenue Agency on the SR&ED matters and the latest from the 2008 federal budget on the improvements to the SR&ED program.

    Moderator
    Vik Sachdev
    Leader, SR&ED Tax Practice, PricewaterhouseCoopers LLP

    Speakers
    Mel Machado
    Associate Partner, Tax Services, SR&ED Advisor, PricewaterhouseCoopers LLP

    Elizabeth Koopman
    Assistant Director, Toronto West Tax Centre

    Greg McIntosh
    President and CFO, Cyence International

    PDF SR&ED: R&D Tax Credits — Recent changes and best practices
    Vik Sachdev
    Leader, SR&ED Tax Practice, PricewaterhouseCoopers LLP

    Mel Machado
    Associate Partner, Tax Services, SR&ED Advisor, PricewaterhouseCoopers LLP

    Elizabeth Koopman
    Assistant Director, Toronto West Tax Centre

    Greg McIntosh
    President and CFO, Cyence International
    May 13, 2008
    (461 KB)

12:00 p.m.
Lunch

Lunch Keynote

PlateSpin is a leader in workload management solutions for data centres using virtualization software. PlateSpin was sold to Novell Inc. in March 2008 for $205 million. Stephen will provide insights into the virtualization trend and share how he "connected his vision to reality".

Speaker
Stephen Pollack
Founder and CEO, PlateSpin Ltd.

1:45 p.m.
Valuations for Canadian Software Companies

Richard Tse is one of Canada's leading software analysts and is rated #1 by both Brendan Wood International Equity and Greenwich Associates. Richard and Stuart Lombard, President and CEO of Avaning Inc., will provide the latest information on current valuations for Canadian software companies.

Speakers
Stuart Lombard
President and CEO, Avaning Inc.

Richard Tse
Senior Equity Research Analyst, National Bank Financial

PDF Getting The Best Value For Your Company: A Venture Capital Perspective
Stuart Lombard
President and CEO, Avaning Inc.
May 13, 2008
(400 KB)
 
PDF What Are Investors Looking For?
Richard Tse
Senior Equity Research Analyst, National Bank Financial
May 13, 2008
(602 KB)

2:45 p.m.
Intellectual Property Advice for Emerging Companies

This seminar will focus on the need for companies to develop and implement a more focused IP strategy, which identifies the IP assets of the company, confirms their respective roles in the business, and sets out a strategy to protect, maintain and grow the IP portfolio over time as the company matures. John Beardwood (Information Technology Group) of the national law firm Fasken Martineau DuMoulin LLP will provide insights into how companies can achieve their business objectives through the development and implementation of an effective IP strategy.

Speakers
John Beardwood
Partner, Fasken Martineau DuMoulin LLP

Mark Penner
Partner, Fasken Martineau DuMoulin LLP

3:30 p.m.
Networking Intermission

3:45 p.m.
Keynote Address

Speaker
Dave Caputo
President and CEO, Sandvine Corporation

PDF Keynote Address
Dave Caputo
President and CEO, Sandvine Corporation
May 13, 2008
(1,532 KB)

4:30 p.m.
Cocktail Reception