Without the right governance tools in place at a company’s inception, a business becomes susceptible to risks as it scales. Adopting governance practices early in a business’s growth process sets them up for long-term growth and a successful IPO. During this session, attendees will hear leadership perspectives for securing your business growth in a time of rapid change.
Speakers
Jeremy Barlow — Head of Commercial, Diligent Equity, Diligent Corporation
Jeremy leads the commercial team for Diligent Equity, which simplifies equity and portfolio management for venture capital, private equity, start-ups, and service providers.
Amy Behrman — Vice President, Finance, Diligent Corporation
Amy is a finance and strategy professional with 16 years of experience in the technology, finance, media, and telecom sectors and she is currently a VP of Finance at Diligent, the largest GRC SaaS provider. Prior to Diligent, Amy held strategic finance roles at Everly Health, Audible and Shutterstock. She managed functions including FP&A, Strategy, Corporate Development and Investor Relations helping rapidly growing companies scale and improve profitability. She also spent three years as a Management Consultant at Deloitte working with large technology, media and telecom companies. Prior to her MBA, she spent 7 years in investment banking and private equity first at Citigroup and then Apollo Management. Amy holds a B.A in Applied Math and Economics from Brown University and an MBA from Columbia Business School.
Melissa Fisher — CFO, Outreach.io
Melissa is Chief Financial Officer at Outreach. Previously, Melissa was CFO of Qualys (“QLYS”), a leading provider of cloud-based IT, Security and Compliance SaaS solutions. Prior to Qualys, Melissa served as Head of FP&A, Treasury and Investor Relations at Zynga. Prior to Zynga, Melissa served as Head of Corporate Development, Treasury and Investor Relations at Digital River, an ecommerce SAAS and payments company, until its sale to Siris Capital. Prior to joining Digital River, Melissa spent 15 years as an investment banker advising companies in the technology sector on a range of issues including M&A, valuation, capital allocation, and shareholder issues. During her investment banking career, Melissa advised companies on more than $400 billion of transaction volume at major investment banks including Goldman Sachs and Banc of America Securities. Melissa is a Director on the Board of Model N (“MODN”), a publicly-traded company providing revenue management software solutions and is a member of the Audit Committee. Melissa received an A.B. degree in government from Harvard University and a Master of Business Administration degree from Harvard Business School.
Byron Lichtenstein — Principal, Insight Partners
Byron joined Insight in 2015 and is responsible for driving the governance, diligence and preparation for M&A and IPOs. Prior to starting with Insight, he worked as a Consultant with Bain & Company in their New York and Boston offices. His work at Bain focused on advising both public and private companies on long-term product and go-to-market strategy definition, internal process redesign, and supply chain optimization. He also spent significant time in Bain’s private equity due diligence group. Byron has experience across a diverse set of industries including healthcare, retail, financial technology, insurance, and consumer packaged goods. Byron has also spent time working at the Bill & Melinda Gates Foundation and Procter & Gamble. At the Gates Foundation, he was part of their Discovery Strategy team concentrating on early-stage technology investments in Malaria and Child Nutrition. At Procter & Gamble, he was an R&D Engineer in their Innovation Lab where he focused on product reformulations. Originally from Berkeley, CA – Byron graduated with honors from Harvard University where he studied Biomedical & Materials Engineering with a secondary degree in Economics. In his spare time he loves cooking with friends, reading design blogs, exploring New York by foot, and singing aloud to himself.