Join us for concentrated professional development sessions, networking and activities tailored just for you, the next generation of financial leaders in the private equity and venture capital industries. We invite you to click through the website to learn more about the event schedule and programming.
Casual...it's Texas after all! Cowboy boots and hats (optional)
Each attendee is welcome to bring a guest. Your guest may join us for the evening events and Thursday afternoon activity.
Note: Schedule is subject to change
For detailed program descriptions, please visit the Program Content tab.
Jim Cook Chief Finance Officer, Mozilla
Jim has served in a variety of executive financial and operational roles for several high profile growth startups and helped build them into billion dollar valuations. Most notably were Jim's roles in the early days of Intuit, Netflix, and Mozilla.
Jim joined Intuit as one of the first finance hires reporting directly to the CFO in 1991 when the company was about 100 people. He served in a variety of corporate finance roles involving all M&A activity, helping to lead the company’s 1993 IPO, and then as the Divisional Controller for the +$100M Small Business Division from 1994-1996.
As one of NetFlix's original six founding team members in 1997, Jim built and managed all financial and operational systems including all postal service operations, envelope design, internal warehouse logistics, shipping, and customer service. Jim left the company in 1999 shortly after Reed Hastings joined as CEO and brought in his own CFO while Jim moved on to WineShopper.com a Kleiner Perkins and Amazon funded Series A of $46 Million.
Over the past 10 years, Jim has advised dozens of Silicon Valley start-ups in addition to his various networks including his role as a Director of the Alliance of CEO’s, the CFO Advisory Group to Silicon Valley Bank and Stanford’s Directors College.
Since 2005, Jim has served as CFO for Mozilla (Firefox) and has led the worldwide effort to grow the Mozilla team from less than 25 employees to a multi-national operation with over 1,000 employees in 12 foreign subsidiaries on four continents generating over $300M in annual revenue.
Jim graduated from the University of Southern California in 1989 with a dual focus in Finance and Biology. Jim lives in Portola Valley with his wife Lissa and two children. He enjoys any kind of outdoor activity and is still addicted to any sport involving a ball (mostly soccer, golf, softball, and tennis).
Kim Morrow Executive Coach, Morrow Consulting
Kim Morrow is an executive coach, consultant, facilitator and professional speaker. For more than 13 years, Kim has coached and consulted with leaders across industries to address a variety of business communication challenges, including driving revenue, developing leaders and creating high performing teams.
Kim’s industry experience includes financial services, IT, professional services and media. She has worked with senior levels at companies including BlackRock, JP Morgan Chase, TPG, KKR, Deloitte, Sony, VMware, Salesforce and more. Her areas of expertise include planning for high stakes events such as pitches and presentations, major sales pursuits, investment road shows, contract negotiations and strategic client meetings. Kim also delivers keynote presentations at conferences and off-sites across the United States on topics related to communication and mindset.
Before launching Morrow Consulting, Kim was a principal consultant at RogenSi, a global sales and leadership execution consultancy, where she built and managed the company’s west coast operations.
Kim holds a Bachelor of Arts in Political Science from the University of California at Los Angeles. She is a 4th generation San Franciscan and currently resides in Orinda, California with her husband and two children.
Rob Tompkins Analytics Senior Director, SVB
Rob Tompkins is a director and the cleantech Sector Lead with SVB Analytics, responsible for overseeing valuation analysis and overall engagement execution for venture-backed companies and venture capital firms, with a primary focus on companies within the cleantech sector.
Before Huron, Tompkins spent 18 months in Santiago, Chile, where he worked in sales and marketing for an Internet news organization and later as an analyst for a venture capital and private equity firm focusing on Latin American markets. Tompkins began his career with PricewaterhouseCoopers' Healthcare Consulting Practice where he was responsible for modeling and forecasting multi-billion dollar budgets for state-sponsored health programs.
Prior to joining SVB Analytics in 2008, Tompkins worked with Huron Consulting Group in the firm's San Francisco valuation practice. While at Huron, Tompkins focused primarily on valuing start-up companies in the life science, internet, technology and cleantech sectors and led the group's cleantech initiatives.
Tompkins earned a bachelor's degree in government from the University of Virginia, and a master's in business administration and a master's of science in international development from Tulane University.
Robert Morse Co-founder & CEO, Strattam Capital
Bob Morse co-founded Strattam Capital in 2013. He is a member of the board of directors of Doxim Holdings, where he serves as Chairman, and of Trax Technologies. Previously, Mr. Morse was a Partner at Oak Hill Capital Partners, where he led the Technology Group from 2007 to 2013, and was a member of the firm’s Executive Committee.
Prior to joining Oak Hill, he worked for Loudcloud, an internet infrastructure company. He had worked previously at GCC Investments, a growth private equity firm, and at Morgan Stanley. Mr. Morse holds an MBA from Stanford University, where he was an Arjay Miller Scholar, and a BSE, summa cum laude, from Princeton University. He lives in Austin with his wife Susie and three daughters.
Sandra Kim-Suk Chief Financial Officer and Chief Administrative Officer, Catterton
Ms. Kim-Suk is the Chief Financial Officer and Chief Administrative Officer of Catterton responsible for overseeing fund accounting, reporting, operations and analytics and management company accounting and operations.
Prior to joining Catterton in mid-2013, she spent over 17 years at Citigroup in various roles including investment banking, capital management and most recently as Chief Operating Officer of their multi-billion infrastructure fund where she was a senior member of the team and concentrated on finance/operations, administration, risk management, and investor relations and fund raising. Ms. Kim-Suk began her career as an investment banker at Salomon Smith Barney where she focused on mergers & acquisitions and capital raising in their Media and Telecom group. Prior to joining Salomon she was at Time Warner Inc. in their Corporate Finance/Strategic Planning group. .
Ms. Kim-Suk earned her B.A. in Economics from Smith College and her M.B.A. from Columbia Business School.
Tiffany Kosch Co-founder and Managing Director, CenterGate Capital
Ms. Tiffany Kosch is a Co-founder and Managing Director at CenterGate Capital. Ms. Kosch has over 20 years of investment experience improving companies and demonstrating strong leadership in middle market turnarounds. Most recently she served as a Founder and Managing Director for Peak Rock Capital, an Austin-based middle market firm.
Prior to Peak Rock Capital she was a Managing Director of H.I.G. Capital, where she invested primarily out of that firm’s distressed and turnaround strategy affiliate, Bayside Capital (“Bayside”), for eight years. Her experience there covered a broad range of investment structures and types, among them corporate spin-outs and orphans, distressed debt, debt for control, turnaround equity and assets acquired out of bankruptcy. Sectors covered were also broad, including business services, consumer products and manufacturing. After initially teaming with more senior professionals on deals at Bayside, she was promoted to Managing Director and led deal teams, sourcing and driving investment decisions, negotiations and results. Previously, Ms. Kosch was a Director at Levine Leichtman Capital and, before that, was an Associate at Patricof & Co. and Perry Capital.
Ms. Kosch received an MBA from Harvard Business School and a BS, cum laude, from Georgetown University..
Tim Berry Chief Executive Officer and Founder, Pennybacker Capital
Tim Berry provides overarching vision, directional leadership, and investment mandates for Pennybacker Capital. With over 13 years of real estate investing experience, Tim oversees client services, investor relations, as well as sourcing and negotiating investment opportunities. He is head of the firm’s Investment Committee.
An experienced entrepreneur, Tim previously co-founded the national real estate firm N3 Development. He selected and successfully led the N3 team that acquired and developed retail, land, office, and residential projects across 14 states. Subsequent to five years of consistent growth, Tim divested his N3 Development interests to form what is now Pennybacker Capital.
Tim’s early career and professional training began as an investment banker at KPMG Corporate Finance. He later joined Qualcomm’s Strategic Investments Group and then worked as a restructuring advisor for Deloitte.
Tim holds dual MBAs from Columbia Business School and London Business School. He completed his undergraduate studies in Accounting at the University of Houston and earned a Master's degree in Professional Accounting from McCombs School of Business at the University of Texas at Austin. Tim is a member of the Real Estate Council of Austin, the Real Estate Council of Dallas, and the Executive Council of the Real Estate Finance and Investment Center at the University of Texas. Tim previously served on the Small Scale Development Council of the Urban Land Institute.
We’re excited to announce a robust lineup of learning sessions for SVB’s NextGen Professional Development Summit. Check back often for additional session information.
Presenting is something that is often feared or avoided; yet it is also a vital skill for success. This highly interactive learning session, led by Kim Morrow, an expert in public speaking and executive coaching, will provide techniques for planning and delivering presentations with confidence. Attendees will walk away with pragmatic and proven tools that have helped thousands of others present to win.
This panel will focus on the General Partner’s view on the role of the finance team and how they can be most valuable to the firm, and the future of venture and private equity.
We encourage a lively discussion as panelists Bob Morse, Strattam Capital, Tim Berry, Pennybacker Capital, Tiffany Kosch, CenterGate Capital, and Tom Ball, Austin Ventures, take the stage for an hour of perspective you may not have previously considered.
As financial professionals, we are all well aware of the CFO’s role, but their day to day responsibilities are a different matter. Join Jim Cook, Chief Financial Officer for Mozilla and Sandra Kim-Suk, Chief Financial Officer at Catterton, as they discuss the similarities and differences between their roles in finance operations. In addition, Jim will share his perspective on working with investors and taking a company public.
Rob Tompkins, Senior Director SVB Analytics, will review 2014 and 1Q 2015 tech sector results and trends including valuations, fundraising, growth, and perspective on where the industry is heading.
CPE Credits will be offered.
The W is located in Austin’s lively Second Street District and next door to the famed Austin City Limits music venue and some of the city’s top Texas bbq joints.
W Austin Hotel 200 Lavaca Street Austin, Texas 78701 Central Reservations: 866-961-3327 Phone: (512) 542-3600
W Austin Hotel 200 Lavaca Street Austin, Texas 78701 Central Reservations: 866-961-3327 Phone: (512) 542-3600
Thank you to our Advisory Board who helped us create an exciting agenda and meaningful content.
Laura Sebastiani, Scale Venture Partners
Avery Canon, Shasta Ventures
Robin Casey, Andreessen Horowitz
Tom Pierce, Sorenson Capital
Matt Paul, Boulder Ventures
Annie Sloyer, Pine Brook Partners
Adam Menson, Madison International Realty
Last year's NextGen Summit in Scottsdale was a productive and fun few days. Guests had a chance to learn from leading experts, network with their peers and enjoy recreational activities in an enjoyable environment. This year's program promises to be another memorable experience with some great surprises in store!
5:00 a.m. - 5:30 p.m. Pacific Time (Monday - Friday)
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