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PHORUM TECHNOLOGY CONFERENCE 2024

Revolutions in Progress: Implications for investors, innovators, and practitioners
April 30, 2024
Live! Casino & Hotel

Phorum is an annual event where you can connect with industry executives and share ideas with industry experts and peers on emerging technologies. This year, Phorum will focus on intersectional challenges and opportunities in artificial intelligence. This day-long event offers a chance to engage in thought leadership, see pitches from up-and-coming companies, and networking that can lead to new business opportunities and collaborations.

NAVIGATION

This year's theme: Revolutions in Progress: Implications for investors, innovators, and practitioners

 Explore the geopolitical, technological, and cultural phenomena in progress and on the verge of becoming exponential curves. Discover scarcities becoming abundant – and vice versa – and uncover their predicted impact across industries and continents in 2024 and beyond. Learn how to participate in revolutions instead of just experiencing them – be a revolutionary, rather than be revolutionized.  

The Gilder Paradigm: Every economic era is based on a key abundance and a key scarcity. Revolutions happen when something scarce becomes abundant or something abundant becomes scarce. 

 Expert panels will discuss topics such as:  

  • AI responsibility, adaptation, and implementation
  • Anticipating and navigating regulatory standards and changes
  • Macroeconomic implications of emerging technologies
  • Business model innovations and best practices

2024 Agenda

8:00 AM

Registration, breakfast, sponsor exhibits, networking

9:00 AM

Demo Pit Pitches — Apply to pitch here!

10:00 AM – 10:30 AM

Conference Kick-off with Dean Miller, CEO, PACT & Emerging Technology Trends

We try to make every Phorum an over-the-horizon detector of imminent innovations. What’s next? Conference chair Mike Bachman and Phorum regular Peter Coffee share and compare their views.

  • Mike Bachman, Boomi
  • Peter Coffee, Salesforce

10:30 AM – 11:15 AM

Technology, Talent, and Tomorrow’s Workforce

This session will address the implications of emerging tech on the future job market, exploring the intersection of talent and technology. Delve into a critical discussion on how people collaborate, innovate, and connect in the context in the ever-evolving landscape of in-office versus virtual work environments. Learn the importance of transformative work models and workforce upskilling in retaining and attracting top talent. Our panel, comprised of seasoned HR professionals, technology innovators, and workplace strategists, will share their insights and best practices for optimizing talent management in a tech-driven world.

Panelists:

  • Allison Carey, SEI (moderator)
  • Daniel Rock, Wharton

11:15 AM – 12:00 PM

Lunch Panel: Recalibrating and Rethinking ‘Cost of Capital’

Cheap Money Was So Last Decade – it’s time to navigate a new era. Join our expert panel as they share strategies for proactive risk assessment and scenario planning to anticipate and mitigate potential vulnerabilities associated with investment in emerging technologies. How do we balance the pace of technological change and innovation with proper due diligence?

12:15 PM – 1:00 PM

Tech Executives Roundtable/Lunch Panel: Governance & Regulation of Emerging Technologies

This roundtable – open exclusively to technology executives – will break down policy frameworks, ethical considerations, and evolving strategies for effective governance. As emerging technologies continue to reshape industries and societies, understanding the complex landscape of governance and regulation is paramount to foster innovation while ensuring responsible deployment. Whether you’re a policymaker, industry leader, or technologist, this session promises valuable insights into shaping the responsible – and legal – development and deployment of new technologies in a rapidly changing world.

1:00 PM – 1:45 PM

Keynote speaker

1:45 PM – 2:00 PM

Networking Break

2:00 PM – 2:45 PM

Practical AI: Bridging the Gap Between Theory and Application

Elevate your business with the strategic implementation of AI into your organizational framework and practices. This valuable session will provide insights into shaping the development and deployment of AI. Learn the best model and practices for individual organizational needs, security considerations, and workforce capabilities. How do we identify and address unknown threats and ensure successful usage training? This not-to-miss panel will serve as a comprehensive guide for individuals and organizations to navigate an AI-centric future, offering insights and tools for success in a rapidly evolving tech landscape

Panelists:

  • Rick Nucci, Guru
  • Rick Rioboli, Comcast

2:45 PM – 3:45 PM

AI: Good vs. Evil – Part 2, One Year Later

Back by popular demand, this lively debate explores controversial aspects of artificial intelligence and its potential to either usher in an era of unparalleled abundance or spell doom for humanity. Panelists will examine AI’s undeniable promise to solve global challenges, enhance human capabilities, innovate education, and transform healthcare, while also peering into the dark side of AI; concerns over the development of autonomous weapons, the loss of privacy, inequality, and the potential for AI to be weaponized by malicious actors. Panelists will challenge us to confront our own beliefs about the role of AI in shaping the future of our species.

Panelists:

  • Mike Bachman, Boomi (moderator)
  • Carolyn Yap, Google
  • Sneha Shah, SEI

3:45 PM – 4:00PM

Wrap Up & Demo Pit Best in Show

4:00 PM

Networking Reception

SPEAKERS

Mike Bachman

Boomi

Mike Bachman, affectionately dubbed “Bachman” by peers, is Boomi’s Principal Architect for Emerging Technology. With over two decades of expertise, he has assisted executives and their teams in overcoming complex obstacles through innovative tech solutions. Bachman’s background encompasses AI R&D, data pipeline development, infrastructure planning, application integration, performance analysis, and the exploration of nascent technologies.

Currently, he delves into pioneering and groundbreaking innovations, applying them to diverse use cases and patterns, ultimately crafting inventive problem-solving approaches. Bachman’s goals extend to aiding businesses in leveraging cutting-edge advancements for addressing social and environmental concerns. A published author, voracious learner, and technology thinker, he revels in acquiring languages, indulging in literature, running, tuning into podcasts, embarking on hikes, and savoring travel adventures. Spending quality time with his family is his priority.
Bachman also possesses a penchant for bowties—spot him in person, and the likelihood of witnessing this sartorial signature is high.

Allie Carey

SEI

Allie Carey heads strategy for SEI’s Private Banking and Wealth Management business. In this role, she defines the business segment’s strategic growth plans in collaboration with executive leaders across the company.  

She is focused on strategic planning, global wealth management industry landscape assessment, global go-to-market strategies, channel partnerships, product/solution strategies and M&A opportunities. 

Prior to joining SEI, Allie served as VP of Product Management at AscellaHealth, where she was responsible for identifying new market and revenue opportunities and formulating the product strategy to realize those opportunities.  

Previously, Allie served as the Managing Director of Front Office for SEI’s Advisor business. In this role, Allie was responsible for the design and delivery of the Advisor Business Platform, which supports the growth of over 7,400 independent financial advisors.  

Allie earned her Bachelor of Arts degree in international relations from Bucknell University.

Rick Nucci

Guru

Rick Nucci is the co-founder and CEO of Guru – the enterprise AI search and knowledge platform that delivers trusted information from your company’s scattered docs, apps, and chats the moment you need it – directly in your workflow. Industry leaders like DHL, Shopify, and Spotify are a few of the thousands of companies that use Guru to break down information silos, reduce app overload, and improve efficiency org-wide. Before Guru, Rick was the founder of Boomi, which defined and led a new segment as the industry’s first cloud integration platform-as-a-service. Boomi was acquired by Dell in 2010, where Rick went on to run the Boomi business for Dell, helping grow the organization into the industry leader it is today.

Daniel Rock

The Wharton School, University of Pennsylvania

Professor Daniel Rock is an Assistant Professor of Operations, Information, and Decisions at the Wharton School of the University of Pennsylvania. His research is on the economic effects of digital technologies, with a particular emphasis on the economics of artificial intelligence. He has recently worked on studies addressing the types of occupations that are most exposed to machine learning, measuring the value of AI skillsets to employer firms, and adjusting productivity measurement to include investments in intangible assets. His research has been published in various academic journals and featured in outlets such as The New York Times, Wall Street Journal, Bloomberg, Harvard Business Review, and Sloan Management Review. Much of his work involves applying cutting-edge data science techniques to analyze datasets from financial market data sources, online resume sites, and job postings. 

Professor Rock received his B.S. from the Wharton School of the University of Pennsylvania, and his M.S. and Ph.D. from the Massachusetts Institute of Technology. Between undergraduate and graduate studies, he worked as an Algorithmic Trader at DRW Trading. 

 

Caroline Yap

Google

As the Managing Director, Global AI Business and Applied Engineering at Google Cloud, Caroline leads a team of AI leaders who help enterprise clients and customers harness the power of AI/ML technologies to extract insights from their data and create value for their businesses. She has over 25 years experience in technology, with a strong background in applied infrastructure across networking, security, and cloud. 

Caroline also advises government, policy makers, and think tanks on responsible innovation with AI, drawing from her expertise in AI strategy, ethics, and governance. She is and has served as board advisor to private companies and non-profits. 

 

Allen Born

Fairmount Partners

Allen Born focuses on originating and executing middle-market investment banking transactions in the technology sector. He has advised on exclusive sale assignments, buy-side transactions, financings, and various other strategic advisory assignments and has completed more than 50 transactions totaling over $13 billion in consideration.

Prior to joining Fairmount, Allen was a member of Stifel Nicolaus’ technology investment banking group, where he led the firm’s Internet investment banking effort. Prior to the acquisition, he spent five years as a member of Legg Mason’s Strategic Advisory Group, where he was responsible for executing middle-market M&A and financial advisory engagements. Previously, Allen worked in business development and branch operations at Epoch Internet, a privately held Internet service provider.

Allen serves on the Board of Directors of the Greater Philadelphia Alliance for Capital and Technologies (“PACT”) as well as the steering committee for the Phorum Technology Conference.

Allen Born received his M.B.A. with a concentration in Finance from Duke University’s Fuqua School of Business and his B.S. in Finance, with a minor in Economics, from The Pennsylvania State University.

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Peter Coffee

Salesforce

Peter Coffee, VP for Strategic Research at Salesforce, has been with the company for over15 years. His global work supports C-suite teams, data governance professionals, and innovators in connected product and “big data” domains in many industries and institutions.

Prior to joining Salesforce, Peter spent eighteen years as a technology analyst, columnist, editor, and frequent contributor for IT publications including eWEEK, PC WeekComputer Language and AI Expert. He has written widely on cloud security and privacy, and was a chapter contributor to Prentice Hall’s Nanotechnology: Science, Innovation, and Opportunity. He previously served as the first Manager for Desktop Computing Planning at The Aerospace Corporation, where he also worked in space-asset applications of AI techniques. Before that, he held project management roles at Exxon Corporation ranging from the Gulf of Mexico to the Arctic.

Peter received his engineering degree from MIT in 1978 and an MBA from Pepperdine University in 1985; he has held college faculty appointments in expert-systems programming, IT management, and business analytics, while also lecturing at Stanford, CalTech, Harvard Business School, and the Sloan School of Management at MIT as well as other institutions in Europe, Asia and South America. He advises on curriculum and degree program planning in analytics and “big data” initiatives for three U.S. universities. He is co-founder and President of the Foundation for Intelligent Life on Earth, a Seattle-based sponsor of efforts addressing climate change, conservation, STEAM education, and exploration of earth and space.

Rick Rioboli

Comcast

Over 25 years of experience leading large-scale technology teams focused on bringing innovative technologies and customer-facing products to market. Led technology transformations propelling critical strategic initiatives in customer experience, digital first, data privacy, and artificial intelligence. Held executive roles leading marketing, product development, GM/P&L, CIO and CTO organizations. Led teams that were awarded three Technology and Engineering Emmy’s as recognition for their impact on television engineering. 

Sneha Shah

SEI

Sneha Shah is an Executive Vice President at SEI and Head of New Business Ventures, responsible for new business and platform identification and incubation; engaging clients, accelerators and the entrepreneurial community to invest and accelerate new ideas and solutions; and cultivating innovation that drives top-line growth. 

With more than 25 years of experience in business leadership, strategy, and execution globally, Sneha most recently served as Managing Director and Group Head of the London Stock Exchange Group’s (LSEG) Business Accelerator, where she created and scaled new businesses at the intersection of data, artificial intelligence, and technology. Prior to LSEG, her roles as Managing Director, Global Head of Risk Managed Services at Refinitiv and Managing Director in Africa for Thomson Reuters included leveraging emerging technologies, innovation, and strategic partnerships to drive profitable growth. She has also held senior leadership roles across finance and risk, operations, sales, and client service. 

A global citizen with a passion for purpose-led initiatives, Sneha currently serves as a Board Trustee for the African Leadership Foundation, the Education Development Center, and the Harambeans Alliance. She is also Board Chair for the Young Presidents Organization’s New York Polaris Chapter. Sneha was selected for Innovate Finance’s “Women in Fintech Power List” and was a two-time winner of the Gender Mainstreaming award by Business Engage. 

She holds a Bachelor of Arts in politics with international studies from the University of Warwick in the U.K. and completed the Harvard Business School’s YPO Presidents’ Program.  

Sponsors

2024 ADVISORY BOARD

Michael Bachman
Boomi

Allen Born
Fairmount Partners

Allison Carey
SEI

Ravi Chawla
Independence Blue Cross

Srinath Chigullapalli
Vanguard

Peter Coffee
Salesforce

Sean Dowling
Osage Venture Partners

Kira Gensler
Comcast Business Services

Kevin Jurrens
Broadpath, Inc.

Terrence Kerwin
Fox Rothschild LLP

Joseph Mohr
Comcast Business Services

Demo Pit

The Phorum Demo Pit features the region’s hottest early-stage companies that are providing cutting-edge innovation. Demo Pit was created to allow startups to connect with C-level enterprise decision-makers attending Phorum. In addition to showcasing their technology in the Pit, each Demo Pit participant will present their company to a panel of judges and the Phorum audience. One will be names “Best in Show” and will receive the 13th annual Phorum Phorward Award. Since our inaugural event, past participants have gone on to raise more than $350M in capital, with three of the ten successfully completing exits to strategic acquirers.

Past Winners

  • 2023 — Red Vector

  • 2022 — Nerdwise

  • 2021 — Sweft

  • 2020 — boodleAI

  • 2019 — Crossbeam

  • 2018 — Slyce

  • 2017 — 51 Maps

  • 2016 — RedOwl

  • 2015 — Tesorio

  • 2014 — SocialLadder

  • 2013 — PeopleLinx

  • 2012 — Cloudamize