Crystal Ball 20182018-02-02T11:36:10+00:00

MAVA’s annual kick-off event, Crystal Ball, offers guests the rare opportunity to go deeper than what’s in the headlines. The series gives industry investors and leaders a chance to share their thoughts on the important trends they see for the coming year and share invaluable insights with audiences throughout the Mid-Atlantic and across the East Coast. Hosted in both Tysons and Baltimore, attendees heard from investors and subject matter experts addressing some of the most pressing issues of the year to watch for economic impact – both challenges and opportunities.

MAVA’s 2018 Crystal Ball Series highlights included:

Special Guest Speaker Tom Wheeler (Brookings; Former Chairman, Federal Communications Commission) outlining the case for a ‘Public Interest API’ to ensure the future of an open internet, in an early public appearance following net neutrality’s repeal. Wheeler also spent time addressing key concerns surrounding ‘Web 3.0’ and its importance to business growth and US economic competitiveness and global leadership.

EY’s Jennifer Rewis sharing key insights on some of the unusual steps companies are taking in response to the biggest tax reform to hit the US tax code in more than 30 years. One illustrative example of this as not being ‘tax reform as usual’ was how companies are putting together steering committees that focus on fundamental structures and both short and long-term business strategies for changing up even basic business operations, as a way to take advantage of and address the new tax structure.

Fulcrum’s James Douglass diving into the next leg of transformative retention rate for companies, citing that companies today have to clear an 85% retention rate to be considered investible. Douglass identifies five pain points where companies can boost their top line: contact data systems, customer success, migration of quality assurance from an Agile to an Agile-Waterfall hybrid model deemed “Agilefall,” subscription management, and billing.

Harbert Growth Partners’ Tom Roberts focusing on the rise of investing in on-demand businesses, and how it comes down to “identifying companies that can make a transient, decentralized workforce succeed.” Citing companies that go beyond the well-known (Uber, Lyft), Roberts’ talk highlighted what current portfolio companies are doing today to prepare for tomorrow’s opportunities and challenges.

JMI’s Ryan Russell speaking to the consumerization of enterprise IT, identified three key trends driving sector growth: for the first time the buyer and user is the same individual, growing familiarity with technology due to smartphone apps, and the reduced “switching costs” afforded by the cloud. Russell predicted that companies will continue to expand the breadth and depth of their customer feedback channels to survive, and that opportunities will continue for new entrants (and existing player willing to retool themselves) who embrace this shift.

NEA’s Justin Klein discussing the challenges of investing in medical technology companies, specifically how key fundamentals – market opportunity, exit opportunities, competitive advantages (including partnerships), strong capital base, and strength of the management team’s bench – are more important than ever before.

Updata’s Dan Moss explaining saturation of marketing automation, and how this is requiring companies to identify their top prospects, determine what channels to reach them through, and then sell to them using different data points than are used in the traditional funnel. Moss predicts that by 2021, 25% of all software will be sold without touching a sales representative, making account-based marketing critical to ensuring competitive advantage.

Core Capital’s Mark Levine focusing on what will happen next in the red-hot payments industry, which has seen 60+ venture-funded deals, countless acquisitions and significant capital entering the sector, just in the past 90 days. With the industry undergoing the largest transformative shift since PayPal, one area he recommended closing watching is tokenization of payments in geographic areas.

CRYSTAL BALL 2018

This event has passed

Start 2018 off with candid and invaluable perspectives from industry-leading investors as they consider opportunities for extraordinary growth in the New Year.

    Thank you for joining us as we launched 2018 with insights from our region’s active investors as they looked into “the Crystal Ball” to identify key trends in the industry sectors that they follow and invest in. Through this fast-paced, insight-rich format, MAVA brought together company-builders and investors across all stages to discuss and predict the hottest trends for the year ahead.

    Speakers


    The Next Next – Net Neutrality & Web 3.0

    Tom Wheeler
    Visiting Fellow, The Brookings Institution
    Former FCC Chairman (2013-2017)

    Chairman Tom Wheeler is a visiting fellow in Governance Studies. Wheeler is a businessman, author, and was Chairman of the Federal Communication Commission (FCC) from 2013 to 2017.

    For over four decades, Wheeler has been involved with new telecommunications networks and services. At the FCC he led the efforts that resulted in the adoption of Net Neutrality, privacy protections for consumers, and increased cybersecurity, among other policies. His chairmanship has been described as, “The most productive Commission in the history of the agency.” During the Obama-Biden Transition of 2008/09 Mr. Wheeler led activities overseeing the agencies of government dealing with science, technology, space and the arts.

    As an entrepreneur, he started or helped start multiple companies offering innovative cable, wireless and video communications services. He is the only person to be selected to both the Cable Television Hall of Fame and the Wireless Hall of Fame, a fact President Obama joked made him “the Bo Jackson of telecom.”

    Prior to being appointed Chairman of the FCC by President Obama, Wheeler was Managing Director at Core Capital Partners, a venture capital firm investing in early stage Internet Protocol (IP)-based companies. He is CEO of the Shiloh Group, a strategy development and private investment company specializing in telecommunications services. He co-founded SmartBrief, the Internet’s largest curated information service for vertical markets.

    From 1976 to 1984 Wheeler was associated with the National Cable Television Association (NCTA) where he was President and CEO from 1979 to 1984. Following NCTA Wheeler was CEO of several high-tech companies, including the first company to offer high-speed delivery to home computers and the first digital video satellite service. From 1992 to 2004 Wheeler served as President and CEO of the Cellular Telecommunications & Internet Association (CTIA).

    Mr. Wheeler wrote Take Command: Leadership Lessons from the Civil War (Doubleday, 2000), and Mr. Lincoln’s T-Mails: The Untold Story of How Abraham Lincoln Used the Telegraph to Win the Civil War (HarperCollins, 2006). His commentaries on current events have been published in the New York Times, Washington Post, USA Today, Los Angeles Times, and numerous other leading publications.

    Mr. Wheeler served on President Obama’s Intelligence Advisory Board prior to being named to the FCC. Presidents Clinton and Bush each appointed him a Trustee of the John F. Kennedy Center for the Performing Arts. He is the former Chairman and President of the National Archives Foundation, and a former board member of the Public Broadcasting Service (PBS).

    He is a proud graduate of The Ohio State University and the recipient of its Alumni Medal. He resides in Washington, D.C.


    The Subscription Economy and How it’s Impacting Company Scale and Growth

    James Douglass
    Partner

    James Douglass is a Partner of Fulcrum Equity Partners and brings more than 25 years of operations management, strategic development and financial experience with high-growth financial services, marketing services and healthcare companies. Mr. Douglass was most recently CEO of Vesdia, a pioneer in loyalty and card-linked marketing for financial services, airline and hospitality companies, which merged with Cartera Commerce in January, 2011. Previous to Vesdia, he served as CEO for Atlanta-based Visionary Systems, Inc. (VSI), a provider of decision systems for credit providers and retailers that was sold to Trans Union in 2004.

    Prior to VSI, Mr. Douglass served as the Executive Vice President of Corporate Development and Chief Financial Officer with CheckFree Corporation. While at CheckFree, he was part of the executive management team that grew the company to more than $500 million in revenue as the leading provider of electronic billing and payment services to financial institutions. Prior to CheckFree, Mr. Douglass served as Vice President and Corporate Controller of Medaphis Corporation, a leading provider of medical billing and management software and services for physicians and hospitals.

    Mr. Douglass began his career with KPMG in the Financial Services practice. He currently serves on the boards of iHealth, SureFire Local, Gro Banking, Rival Health, Dropoff and Synthio Mr. Douglass also served on the board of FactorTrust, the leading provider of credit data for the underbanked and was recently sold to ABS Capital, and Paymentus a leading provider of cloud-based billing, communication and payment solutions sold to Accel-KKR in 2011. Jim also serves on the board of ACG (Association for Corporate Growth) and graduated with a BBA in Accounting from Georgia State University.


    The Consumerization of Enterprise IT

    Ryan Russell
    Senior Associate

    Ryan Russell joined JMI in 2016. He is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Ryan was a Senior Associate at Marlin Equity Partners, where he invested in software & technology companies and served on the Board of LiveOps Cloud Platform. He graduated from Yale University with a BA in History and Economics.

    Outside of Fulcrum, Mr. Hooker is on the Young Leadership Council for Big Brothers Big Sisters of Metro Atlanta.


    Investing in MedTech Innovation in an Era of Consolidation

    Justin Klein, MD, JD
    Partner

    Justin Klein joined NEA in 2006 and is a Partner on the healthcare team. He focuses on medical device, healthcare technology, and biopharmaceutical company investments.He serves as a director of Advanced Cardiac Therapeutics, Cartiva, ChromaCode, FIRE1, Intact Vascular, Personal Genome Diagnostics, PhaseBio Pharmaceuticals, Relievant Medsystems, Senseonics (NYSE: SENS), VertiFlex, Vesper Medical, and VytronUS. Justin’s past board memberships and investments include CV Ingenuity (acquired by Covidien), Nevro (NYSE: NVRO), Topera (acquired by Abbott), TriVascular (NASDAQ: TRIV), and Ulthera (acquired by Merz). He is also a member of the advisory boards for the National Venture Capital Association’s Medical Industry Group and its Medical Innovation and Competitiveness Coalition (MedIC), as well as a member of AdvaMed’s Business Development Committee.

    Prior to NEA, Justin worked for the Duke University Health System—reporting directly to the hospital CEO on health system strategy, finance and clinical service unit operations—as Duke built one of the nation’s first and largest healthcare integrated delivery systems. Justin concurrently earned his MD from the Duke University School of Medicine and his JD from Harvard Law School. He has also served as a member of the Board of Trustees of Duke University, where he earned his AB in Economics and his BS in Biological Anthropology and Anatomy.


    On-Demand Business – Everything as a Service (XaaS)?

    Tom Roberts
    General Partner

    Tom Roberts is a General Partner with Harbert Growth Partners. He currently serves on the boards of Cloud Elements, Two-Six Labs, Ledbury, Mobile Posse and Sidecar and manages HGP’s investment in Clarabridge. He led HGP’s investments in and was a board member of Agility Healthcare (sold to GE Healthcare), JackBe (sold to Software AG) and Invincea (sold to Sophos). Before joining HMC, Mr. Roberts was a senior investment banker for Wachovia (and predecessor firms First Union Securities and Wheat First Butcher Singer), where he originated and successfully executed over 40 public and private equity and M&A advisory transactions for clients in the technology, telecom and healthcare sectors. He was a founding member of First Union’s Technology Investment Banking Group. Prior to investment banking, he was with Markowitz & McNaughton, a strategy consulting firm, specializing in competitive analysis, market opportunity assessment, bench-marking and acquisition buy-side search and due diligence services for Fortune 500 clients.

    He holds a Master of Business Administration degree and a Bachelor of Science degree from the University of Virginia.


    The Subscription Economy and How it’s Impacting Company Scale and Growth

    Chad Hooker
    Senior Associate

    Chad Hooker is an Associate for Fulcrum Equity Partners and joined the team in 2015. He is focused on evaluating new investment opportunities, performing due diligence on companies that meet the Fund’s criteria and supporting portfolio companies with their growth initiatives.

    Prior to joining Fulcrum, Mr. Hooker worked at CHILDS Advisory Partners, a middle-market investment bank in Atlanta, GA, where he provided M&A and capital raising advisory services to a variety of technology, healthcare and business services clients. His previous career experience also includes equity research coverage of infrastructure software and security companies at Stephens, Inc.

    He received a BA from the University of Tennessee Chattanooga, where he graduated with honors, and holds a Master’s degree in Finance from Vanderbilt University’s Owen Graduate School of Management.

    Outside of Fulcrum, Mr. Hooker is on the Young Leadership Council for Big Brothers Big Sisters of Metro Atlanta.


    The Biggest Tax Change in 30 Years, Get Ready

    Jennifer Rewis
    Tax Partner

    Jennifer Rewis is a tax partner with over 22 years of public accounting experience, providing tax services to multinational companies across a broad base of industries. Her responsibilities include, serving as a tax account leader with a focus on income tax accounting, tax planning and tax compliance. Jennifer is also a frequent speaker on income tax accounting topics and frequently consults with and advises clients and client serving professionals on a variety of income tax accounting issues.

    Jennifer’s clients have included: Marriott International, TEGNA, Gannett Co., Inc., The AES Corporation, Shenandoah Telecommunications Company, Costar Group, MICROS Systems, NII Holdings, Sunrise Senior Living, Georgia-Pacific Corporation, Novelis and Cingular Wireless.

    Jennifer holds a BS in Industrial Management from the Georgia Institute of Technology and a MS in Taxation from Georgia State University. She is a licensed Certified Public Accountant in Virginia, Maryland, the District of Columbia and Georgia. In addition, she is a member of the American Institute of CPAs. Jennifer is active in the community and currently serves on the Scheller College of Business Advisory Board at Georgia Tech and the Board of Miriam’s Kitchen.


    Topic Coming Soon

    Dan Moss
    Vice President

    Dan Moss joined Updata Partners in 2011 and is a Vice President. Prior to joining Updata, Dan was an analyst in the Technology Investment Banking Group at Barclays Capital, where he provided strategic and M&A advisory services and participated in executing capital markets transactions with a concentration in the software and IT services sectors. Dan began his career as an analyst at America’s Growth Capital, a boutique investment banking firm where he provided advisory services to growth-stage companies across the technology industry.

    Dan graduated summa cum laude from Colby College with a double major in Mathematical Sciences and Economics with a Concentration in Financial Markets. He is a member of the Phi Beta Kappa Society.


    The Wave of Change in Payments: Trends to Watch

    Mark Levine
    Managing Director

    Mark Levine joined Core Capital in 2000 from GCI Venture Partners, an early stage technology venture capital fund that he founded and that was an early investor in webMethods, one of the most successful software IPOs in NASDAQ history.

    Prior to Core, Mark served as an officer, responsible for corporate development and strategy, of GEO-CENTERS, a technology firm with more than $200 million in revenue when it was acquired by SAIC. Previously, Mark was Subcommittee Staff Director for the Small Business Committee in the U.S. House of Representatives.

    Mark serves on the Board of Trustees of the Mid-Atlantic Venture Association (MAVA), the Board of Advisors of both The George Washington University School of Business and the Dingman Center for Entrepreneurship at the University of Maryland, and the Advisory Board of Marshfield Associates.

    Mark received his M.B.A. from The George Washington University.


    The Subscription Economy and How it’s Impacting Company Scale and Growth

    James Douglass
    Partner

    James Douglass is a Partner of Fulcrum Equity Partners and brings more than 25 years of operations management, strategic development and financial experience with high-growth financial services, marketing services and healthcare companies. Mr. Douglass was most recently CEO of Vesdia, a pioneer in loyalty and card-linked marketing for financial services, airline and hospitality companies, which merged with Cartera Commerce in January, 2011. Previous to Vesdia, he served as CEO for Atlanta-based Visionary Systems, Inc. (VSI), a provider of decision systems for credit providers and retailers that was sold to Trans Union in 2004.

    Prior to VSI, Mr. Douglass served as the Executive Vice President of Corporate Development and Chief Financial Officer with CheckFree Corporation. While at CheckFree, he was part of the executive management team that grew the company to more than $500 million in revenue as the leading provider of electronic billing and payment services to financial institutions. Prior to CheckFree, Mr. Douglass served as Vice President and Corporate Controller of Medaphis Corporation, a leading provider of medical billing and management software and services for physicians and hospitals.

    Mr. Douglass began his career with KPMG in the Financial Services practice. He currently serves on the boards of iHealth, SureFire Local, Gro Banking, Rival Health, Dropoff and Synthio Mr. Douglass also served on the board of FactorTrust, the leading provider of credit data for the underbanked and was recently sold to ABS Capital, and Paymentus a leading provider of cloud-based billing, communication and payment solutions sold to Accel-KKR in 2011. Jim also serves on the board of ACG (Association for Corporate Growth) and graduated with a BBA in Accounting from Georgia State University.


    The Consumerization of Enterprise IT

    Ryan Russell
    Senior Associate

    Ryan Russell joined JMI in 2016. He is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Ryan was a Senior Associate at Marlin Equity Partners, where he invested in software & technology companies and served on the Board of LiveOps Cloud Platform. He graduated from Yale University with a BA in History and Economics.

    Outside of Fulcrum, Mr. Hooker is on the Young Leadership Council for Big Brothers Big Sisters of Metro Atlanta.


    The Subscription Economy and How it’s Impacting Company Scale and Growth

    Chad Hooker
    Senior Associate

    Chad Hooker is an Associate for Fulcrum Equity Partners and joined the team in 2015. He is focused on evaluating new investment opportunities, performing due diligence on companies that meet the Fund’s criteria and supporting portfolio companies with their growth initiatives.

    Prior to joining Fulcrum, Mr. Hooker worked at CHILDS Advisory Partners, a middle-market investment bank in Atlanta, GA, where he provided M&A and capital raising advisory services to a variety of technology, healthcare and business services clients. His previous career experience also includes equity research coverage of infrastructure software and security companies at Stephens, Inc.

    He received a BA from the University of Tennessee Chattanooga, where he graduated with honors, and holds a Master’s degree in Finance from Vanderbilt University’s Owen Graduate School of Management.

    Outside of Fulcrum, Mr. Hooker is on the Young Leadership Council for Big Brothers Big Sisters of Metro Atlanta.


    Topic Coming Soon

    Dan Moss
    Vice President

    Dan Moss joined Updata Partners in 2011 and is a Vice President. Prior to joining Updata, Dan was an analyst in the Technology Investment Banking Group at Barclays Capital, where he provided strategic and M&A advisory services and participated in executing capital markets transactions with a concentration in the software and IT services sectors. Dan began his career as an analyst at America’s Growth Capital, a boutique investment banking firm where he provided advisory services to growth-stage companies across the technology industry.

    Dan graduated summa cum laude from Colby College with a double major in Mathematical Sciences and Economics with a Concentration in Financial Markets. He is a member of the Phi Beta Kappa Society.


    The Wave of Change in Payments: Trends to Watch

    Mark Levine
    Managing Director

    Mark Levine joined Core Capital in 2000 from GCI Venture Partners, an early stage technology venture capital fund that he founded and that was an early investor in webMethods, one of the most successful software IPOs in NASDAQ history.

    Prior to Core, Mark served as an officer, responsible for corporate development and strategy, of GEO-CENTERS, a technology firm with more than $200 million in revenue when it was acquired by SAIC. Previously, Mark was Subcommittee Staff Director for the Small Business Committee in the U.S. House of Representatives.

    Mark serves on the Board of Trustees of the Mid-Atlantic Venture Association (MAVA), the Board of Advisors of both The George Washington University School of Business and the Dingman Center for Entrepreneurship at the University of Maryland, and the Advisory Board of Marshfield Associates.

    Mark received his M.B.A. from The George Washington University.


    The Next Next – Net Neutrality & Web 3.0

    Tom Wheeler
    Visiting Fellow, The Brookings Institution
    Former FCC Chairman (2013-2017)

    Chairman Tom Wheeler is a visiting fellow in Governance Studies. Wheeler is a businessman, author, and was Chairman of the Federal Communication Commission (FCC) from 2013 to 2017.

    For over four decades, Wheeler has been involved with new telecommunications networks and services. At the FCC he led the efforts that resulted in the adoption of Net Neutrality, privacy protections for consumers, and increased cybersecurity, among other policies. His chairmanship has been described as, “The most productive Commission in the history of the agency.” During the Obama-Biden Transition of 2008/09 Mr. Wheeler led activities overseeing the agencies of government dealing with science, technology, space and the arts.

    As an entrepreneur, he started or helped start multiple companies offering innovative cable, wireless and video communications services. He is the only person to be selected to both the Cable Television Hall of Fame and the Wireless Hall of Fame, a fact President Obama joked made him “the Bo Jackson of telecom.”

    Prior to being appointed Chairman of the FCC by President Obama, Wheeler was Managing Director at Core Capital Partners, a venture capital firm investing in early stage Internet Protocol (IP)-based companies. He is CEO of the Shiloh Group, a strategy development and private investment company specializing in telecommunications services. He co-founded SmartBrief, the Internet’s largest curated information service for vertical markets.

    From 1976 to 1984 Wheeler was associated with the National Cable Television Association (NCTA) where he was President and CEO from 1979 to 1984. Following NCTA Wheeler was CEO of several high-tech companies, including the first company to offer high-speed delivery to home computers and the first digital video satellite service. From 1992 to 2004 Wheeler served as President and CEO of the Cellular Telecommunications & Internet Association (CTIA).

    Mr. Wheeler wrote Take Command: Leadership Lessons from the Civil War (Doubleday, 2000), and Mr. Lincoln’s T-Mails: The Untold Story of How Abraham Lincoln Used the Telegraph to Win the Civil War (HarperCollins, 2006). His commentaries on current events have been published in the New York Times, Washington Post, USA Today, Los Angeles Times, and numerous other leading publications.

    Mr. Wheeler served on President Obama’s Intelligence Advisory Board prior to being named to the FCC. Presidents Clinton and Bush each appointed him a Trustee of the John F. Kennedy Center for the Performing Arts. He is the former Chairman and President of the National Archives Foundation, and a former board member of the Public Broadcasting Service (PBS).

    He is a proud graduate of The Ohio State University and the recipient of its Alumni Medal. He resides in Washington, D.C.


    The Consumerization of Enterprise IT

    Ryan Russell
    Senior Associate

    Ryan Russell joined JMI in 2016. He is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Ryan was a Senior Associate at Marlin Equity Partners, where he invested in software & technology companies and served on the Board of LiveOps Cloud Platform. He graduated from Yale University with a BA in History and Economics.

    Outside of Fulcrum, Mr. Hooker is on the Young Leadership Council for Big Brothers Big Sisters of Metro Atlanta.

    Investing in MedTech Innovation in an Era of Consolidation

    Justin Klein, MD, JD
    Partner

    Justin Klein joined NEA in 2006 and is a Partner on the healthcare team. He focuses on medical device, healthcare technology, and biopharmaceutical company investments.He serves as a director of Advanced Cardiac Therapeutics, Cartiva, ChromaCode, FIRE1, Intact Vascular, Personal Genome Diagnostics, PhaseBio Pharmaceuticals, Relievant Medsystems, Senseonics (NYSE: SENS), VertiFlex, Vesper Medical, and VytronUS. Justin’s past board memberships and investments include CV Ingenuity (acquired by Covidien), Nevro (NYSE: NVRO), Topera (acquired by Abbott), TriVascular (NASDAQ: TRIV), and Ulthera (acquired by Merz). He is also a member of the advisory boards for the National Venture Capital Association’s Medical Industry Group and its Medical Innovation and Competitiveness Coalition (MedIC), as well as a member of AdvaMed’s Business Development Committee.

    Prior to NEA, Justin worked for the Duke University Health System—reporting directly to the hospital CEO on health system strategy, finance and clinical service unit operations—as Duke built one of the nation’s first and largest healthcare integrated delivery systems. Justin concurrently earned his MD from the Duke University School of Medicine and his JD from Harvard Law School. He has also served as a member of the Board of Trustees of Duke University, where he earned his AB in Economics and his BS in Biological Anthropology and Anatomy.


    On-Demand Business – Everything as a Service (XaaS)?

    Tom Roberts
    General Partner

    Tom Roberts is a General Partner with Harbert Growth Partners. He currently serves on the boards of Cloud Elements, Two-Six Labs, Ledbury, Mobile Posse and Sidecar and manages HGP’s investment in Clarabridge. He led HGP’s investments in and was a board member of Agility Healthcare (sold to GE Healthcare), JackBe (sold to Software AG) and Invincea (sold to Sophos). Before joining HMC, Mr. Roberts was a senior investment banker for Wachovia (and predecessor firms First Union Securities and Wheat First Butcher Singer), where he originated and successfully executed over 40 public and private equity and M&A advisory transactions for clients in the technology, telecom and healthcare sectors. He was a founding member of First Union’s Technology Investment Banking Group. Prior to investment banking, he was with Markowitz & McNaughton, a strategy consulting firm, specializing in competitive analysis, market opportunity assessment, bench-marking and acquisition buy-side search and due diligence services for Fortune 500 clients.

    He holds a Master of Business Administration degree and a Bachelor of Science degree from the University of Virginia.


    The Biggest Tax Change in 30 Years, Get Ready

    Jennifer Rewis
    Tax Partner

    Jennifer Rewis is a tax partner with over 22 years of public accounting experience, providing tax services to multinational companies across a broad base of industries. Her responsibilities include, serving as a tax account leader with a focus on income tax accounting, tax planning and tax compliance. Jennifer is also a frequent speaker on income tax accounting topics and frequently consults with and advises clients and client serving professionals on a variety of income tax accounting issues.

    Jennifer’s clients have included: Marriott International, TEGNA, Gannett Co., Inc., The AES Corporation, Shenandoah Telecommunications Company, Costar Group, MICROS Systems, NII Holdings, Sunrise Senior Living, Georgia-Pacific Corporation, Novelis and Cingular Wireless.

    Jennifer holds a BS in Industrial Management from the Georgia Institute of Technology and a MS in Taxation from Georgia State University. She is a licensed Certified Public Accountant in Virginia, Maryland, the District of Columbia and Georgia. In addition, she is a member of the American Institute of CPAs. Jennifer is active in the community and currently serves on the Scheller College of Business Advisory Board at Georgia Tech and the Board of Miriam’s Kitchen.

    Series Information

    Tysons
    January 24th

    Hilton McLean Tysons Corner
    7920 Jones Branch Dr.
    McLean, VA

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    Baltimore
    January 30th

    The Center Club
    100 Light Street
    Baltimore, MD

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