Dougherty & Company LLC

2018 Institutional Investor Conference • September 6, 2018

Presentation Schedule


Unified Communications and Contact Center Panel

The following UCaaS and CCaaS firms will be available for 1-on-1 meetings and we have a stellar industry panel lined up with industry experts.

RingCentral (RNG, Buy, $85) | 8x8 Inc (EGHT, Buy, $28) | Vonage (VG, Buy, $16) | Fusion Telecom (FSNN, Unrated) | Crexendo Inc (CXDO, Unrated) | Five9 (FIVN, Unrated)

Panel Discussion: Catharine Trebnick, Sr. Research Analyst, will host a panel of industry thought leaders. We will focus on the changing landscape of cloud-based communications, featuring experts on how the cloud has transformed the Unified Communications and Contact Center sectors. Investors will be able to glean insight on the changing vendor landscape, including Go-To-Market approaches, channel, and customer engagements.

Panel Members

John Norton
Senior Vice President
of Growth
ConvergeOne
Zeus Kerravala
Managing Director
ZK Research
Michael Sterl
CEO and Founder
Cloud Optik
Scott Chandler
Managing Director
Franklin Court Partners
Senior Vice President, Growth at ConvergeOne, Mr. Norton is responsible for driving strategic organic technology solutions and managed services growth within the business. John works with some of ConvergeOne largest and most cherished current technology partners to drive new, incremental growth within those partnerships while also keeping an eye on new and significant adjacent opportunities for the business as the technology landscape continues to evolve. Zeus Kerravala is the founder and principal analyst with ZK Research. Kerravala provides a mix of tactical advice to help his clients in the current business climate and long term strategic advice. Kerravala provides research and advice to the following constituents: End user IT and network managers, vendors of IT hardware, software and services and the financial community looking to invest in the companies that he covers.

Prior to ZK Research, Zeus Kerravala spent 10 years as an analyst at Yankee Group. He joined Yankee Group in March of 2001 as a Director and left Yankee Group as a Senior Vice President and Distinguished Research Fellow, the firm's most senior research analyst. Before Yankee Group, Kerravala had a number of technical roles including a senior technical position at Greenwich Technology Partners (GTP). Prior to GTP, Kerravala had numerous internal IT positions including VP of IT and Deputy CIO of Ferris, Baker Watts and Senior Project Manager at Alex. Brown and Sons, Inc.
A visionary in the telecom industry, Sterl has spent more than a decade working in the indirect channel, most notably as the co-founder and executive vice president of sales for SimpleSignal, a Unified Communication Service Provider. He also served as the regional vice president of channel sales at Vonage Business after the company acquired SimpleSignal in 2014. Today, as co-founder and CEO of Carve Digital and Cloud Optik, Michael and his team create sales enablement tools built by data-driven strategies and inbound marketing campaigns. Carve Digital and Cloud Optik help clients improve ROI through strategic initiatives that drive revenue, empower sales teams and develop deeper relationships with customers. Scott Chandler has over 30 years of senior and executive level management experience. Scott is one of the few individuals in the telecom industry to have held senior management roles across the telecom universe (incumbent carrier, cable TV, broadband equipment, CLEC/DLEC). Mr. Chandler is currently managing partner for Franklin Court Partners, Inc. (FCP), www.franklincourtpartners.com. FCP’s focus is assisting companies in the following: developing business plans to raise initial funding, secure additional round(s) of financing, and restructuring of existing business to work within current financing and economic environment. FCP has been one of the leaders in the UCaaS space having been involved with dozens of transactions, most recently representing Flowroute on their sale to West Corp and was a board member at MegaPath on their recent sale of their UCaaS business to Fusion.

QUESTIONS?
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