SPEAKERS
We are proud to announce the acceptance of our invitation by the President's office to attend our Synergy conference by George W. Bush | 43rd President of United States of America as a SPECIAL GUEST on September 30, 2021. It is undoubtedly a great moment to celebrate, and we are looking forward to receiving President George W. Bush.
We have few other notable individuals whose contributions have greatly benefited countless people in this world who will be joining our SYNERGY conference as Guest Speakers while we are awaiting their confirmation.
In addition to these CXOs, we have two separate events viz CTO/CIO Panel and Startup Expo/Investor Day Panel where we will have a large pool of intellectual, talented industry experts and innovators who will make these two days of conference worthy being part. A lot to take home to work, and to build on. We also have several breakout sessions. Please stay tuned and watch out for this space for a complete lineup of speakers who will be taking part and enrich the Synergy Conference over these two days. This year's conference is unlike any in the past. We are looking forward to seeing you all here in the Great City of Dallas, TX, and celebrate.
Special Guest
George W.Bush
43rd President
United States of America
George W. Bush served as 43rd President of the United States of America from 2001-2009. As Commander in Chief, President Bush worked to expand freedom, opportunity, and security at home and abroad. He entered office with a robust domestic agenda. His first initiative as President was the No Child Left Behind Act, a bipartisan measure that raised standards in schools, insisted on accountability in return for federal dollars, and led to measurable g-ains in achievement – especially among minority students.
Special Guest
Ex-CEO & Managing Director
Over the course of a 29 yearlong & distinguished career in the technology industry Abid has established a reputation for bold transformative thinking, a laser focus on results and an unwavering commitment to maximizing stakeholder value. During a progression of several leadership roles, he has displayed a consistent ability to align and motivate his organizations to envision and deliver latest technology as it unfolds, resulting in market differentiation, rapid scaling and industry leading profitability.
CTOHoneywell Connected Industrial
Srinivas is Currently leading Honeywell's Connected Industrial efforts in software innovation, IoT solutions, data analytics, and new business development.
He has More than 25 years of extensive experience in leading and transforming technology teams across various geographical locations while partnering with the business to serve and delight customers. Responsible for managing product and operational budget yearly. Complete technology ownership and results-driven strives for progress and perfect later. Culturally sensitive, capable of creating highly motivated teams, and has a good appetite for risks. Excellent experience in diving deep, operating at all levels, and building mission-critical systems. A strong believer in “The eye sees only what the mind is prepared to comprehend."
CIO Oregon Tool
Venkat Paruchuri is currently the Global Chief Information Officer of Oregon Tool.
Venkat has a proven track record of success in Information Technology and Digital Transformation with over 25 years of experience.
Earlier, Venkat served as the Vice President of IT at Lennox International for nearly 5 years where he was instrumental in building the Business Applications and Advanced Technology team. Venkat also led the formation of the Chief Information Architect’s Office, Advanced Technology and Data Science teams and introducing new and emerging technologies to Lennox in an effort embrace and foster the use of technology across all business functions. Prior to this role, he served as Head of eCommerce and Supply Chain IT at Keurig Dr Pepper for nearly 9 years where he led a number of ecommerce, Supply Chain Transformation and Omnichannel Distribution initiatives. Prior to Dr Pepper, Venkat spent 13 years in Consulting with Accenture, KPMG and Johnson Controls.
SVP Technology / CIOFIS
Vikram Ramani has over 23+ years of progressive experience in Fintech and Financial Services industry. Vikram is currently Senior Vice President responsible for product development and delivery of digital banking, payments and merchant experience platforms at FIS. Vikram has various leadership roles in technology and professional services throughout his career including CIO roles across different domains. He is passionate about creating and driving a transformation culture that will influence change across people, process and technology.
COO OTIS
Tom is the Chief Operating Officer for Revive, a process intelligence leader, and Otis.ai an AI based ad tech platform focused on the growth and success of SMB's. In his role Tom oversee's product strategy, development and implementation in addition to partnerships and marketing. Previously a divisional CIO for Verizon Tom led transformation programs in customer service, billing, product development and corporate systems. Tom oversaw the IT transformation efforts at Verizon and resource planning across all levels of strategic partners across $2B in annual spend in third party labor. Prior to moving to IT Tom led multiple successful product development organizations, had P&L responsibility for a $250M revenue stream and led the development of third party digital ecosystems that grew to over 60M customers in 3 years. Tom has an Executive MBA in marketing from the Rutgers Business school, a Masters of Technology Management from Stevens Institute of Technology and an MA and BA in Economics from Rutgers University.
CIOReddy ICE
Neelu Sethi is Award-winning digital transformation leader with 25+ years of experience across Consumer Product Goods, Hospitality, Healthcare and Textile industries with passion for driving digital innovation & operational excellence. I take pride in being a trusted advisor & partner across the executive leadership and business functions to enable business strategy.
Her recent humbling recognitions include 'Top 15 Business Women of Dallas', 'DBJ Women-In-Technology Winner', 'Digital Transformer of the Year', 'CGT's Excellence in IT Transformation', 'Dallas Power50' and '2018, 2019 & 2020 Orbie CIO of the year finalists'.
SVP I CIO McKesson
Satish, in his role as VP and CIO, is responsible for the Digital Transformation and Data Centralization across the McKesson conglomerate, while he has vast experience overseeing development of technology platforms and solutions in support of sales, distribution, operations, supply chain, Retail, HR and e-commerce for AT&T Communications' Entertainment Group. Satish leads a large team of technology professionals responsible for creating seamless customer experiences utilizing the latest in software architecture, AI, advancing digital technologies and resiliency engineering solutions to support the evolving needs of business agility and transformation.
CTOHoneywell Connected Industrial
Srinivas is Currently leading Honeywell's Connected Industrial efforts in software innovation, IoT solutions, data analytics, and new business development.
He has More than 25 years of extensive experience in leading and transforming technology teams across various geographical locations while partnering with the business to serve and delight customers. Responsible for managing product and operational budget yearly. Complete technology ownership and results-driven strives for progress and perfect later. Culturally sensitive, capable of creating highly motivated teams, and has a good appetite for risks. Excellent experience in diving deep, operating at all levels, and building mission-critical systems. A strong believer in “The eye sees only what the mind is prepared to comprehend."
Chief Data OfficerWestern Union
Thomas Mazzaferro joined Western Union in February of 2020 as the Chief Data Officer. Before that he made his mark at HSBC and JP Morgan Chase, spearheading digital initiatives in technology, operations, risk, compliance, and retail banking. At HSBC, Thomas was the Global Head of Retail Stress Testing & Capital Management, and moved on to become the Chief Data Officer of HSBC N.A. While at JP Morgan Chase, Thomas held COO roles in IT, and was Executive Director of Risk Management and a Business Unit CFO.
COO OTIS
Tom is the Chief Operating Officer for Revive, a process intelligence leader, and Otis.ai an AI based ad tech platform focused on the growth and success of SMB's. In his role Tom oversee's product strategy, development and implementation in addition to partnerships and marketing. Previously a divisional CIO for Verizon Tom led transformation programs in customer service, billing, product development and corporate systems. Tom oversaw the IT transformation efforts at Verizon and resource planning across all levels of strategic partners across $2B in annual spend in third party labor. Prior to moving to IT Tom led multiple successful product development organizations, had P&L responsibility for a $250M revenue stream and led the development of third party digital ecosystems that grew to over 60M customers in 3 years. Tom has an Executive MBA in marketing from the Rutgers Business school, a Masters of Technology Management from Stevens Institute of Technology and an MA and BA in Economics from Rutgers University.
SVP Technology / CIOFIS
Vikram Ramani has over 23+ years of progressive experience in Fintech and Financial Services industry. Vikram is currently Senior Vice President responsible for product development and delivery of digital banking, payments and merchant experience platforms at FIS. Vikram has various leadership roles in technology and professional services throughout his career including CIO roles across different domains. He is passionate about creating and driving a transformation culture that will influence change across people, process and technology.
Co-Founder & MDDallas Venture Capital
Dayakar Puskoor, Founder and Managing Director of Dallas Venture Capital (DVC), is a serial entrepreneur turned visionary investor, who had the foresight to launch one of the first tech-focused venture funds. Headquartered in post-telecom Dallas, the fund invested in several pioneering early-stage startups in the cloud, AI/ML, and mobile technologies in Dallas, Silicon Valley, Seattle, and India.
Passionate about mentoring founding teams of startups, Dayakar operates with a philosophy to Invest, Engage, Collaborate, Grow & Exit. The spirit of this philosophy has resulted in several path-breaking transformations and winning exits for startups. His mantra of “Entrepreneur investing in other Entrepreneurs”, has led to the creation of a like-minded ecosystem of Investors, Advisors, and Startups for mutual success.
Besides playing a key role in Dallas Venture Capital, Dayakar is also Executive Chairman at Motivity Labs, GlobalOutlook and KeepTrax, Board Member at CoreStack, FelixHealthCare, Kore.ai, Altia Systems, SnapOne, and Viviota, Board Observer at Minetta Brook, and an Advisory Board Member at Boxfish and Glympse.
Dayakar began his career with Motorola where he owned the P&L for the Paging product and received the Engineering Excellence Award from management at Nippon Motorola. Following this, as Founder and CEO of JP Mobile, he pioneered the industry’s first mobile software solutions company considered to be the inventor of wireless email for the Palm PDA platform. He secured $55 million in financing and successfully completed its acquisition by Good Technology, later acquired by Motorola. Prior to founding Dallas Venture Capital, Dayakar owned the P&L for the Hosting & Mobility Solutions business at Microsoft. He was responsible for the incubation, development & management of new mobility and cloud solutions. He also led the $350M hosting business encompassing all product development, product management, marketing, and business development.
Dayakar is an active supporter of entrepreneurs and startups. He has been involved with the Dallas chapter of The Indus Entrepreneur (TiE) since 1999 and is currently a charter member. Among other activities, he chaired the wireless/mobility SIG of TiE, and organized a wireless seminar in partnership with Nokia, Texas Instruments, and others. Dayakar has also been featured in numerous publications, including Forbes, where he is a thought leader and occasional contributor. Dayakar earned a master’s degree in computer science from Nova Southeastern University.
Head of Solutions Architecture AWS SMB East
Franck Noel, Head of Solutions Architects at Amazon Web Services for SMB East. He previously led a team of builders in Socal focused on the Mid-Enterprise space and has been at AWS for just over 2.5 years
Franck currently resides in Philadelphia and is passionate about technology and its effect on companies and society. He has worked with customers of various sizes and industries helping them solve several transformational challenges through the use of AWS cloud technologies like Resmed, NextGen, Chewy, Axway, and others in Southern California. Prior to joining AWS, Franck spent several years working on other sales and pre-sales roles with a variety of customers at Cisco Systems. helping customers like Comcast and Vonage transform the Telecom industry. Franck has several certifications from the information technology industry including several AWS certifications. Franck is an Electrical Engineer graduate from SUNY at Stony Brook, NY.
CTO ACS Solutions
Sreedhar is currently the CTO of ACS Solutions, a global IT services/solutions company
Sreedhar is an industry thought leader with many publications in industry journals such as InformationWeek, ComputerWorld, and CIO, on emerging technologies to his credit. The links to his papers are listed on his LinkedIn profile.
Sreedhar just published a book “Frispect”, which is about leadership and teamwork with IT Consulting as the backdrop. It is available on Amazon.com and iTunes etc.
CEO Primus Global
Anil is the CEO of PRIMUS Global Services, an IT Staffing and Solutions provider with operations in US, India, Germany, UK & Mexico. Anil was the founder and CEO of RailcarRx before it was acquired in Oct, 2020. Along with his involvement at PRIMUS, Anil currently is the VP of Product Strategy at Kaleris, a global accelerator of Supply Chain Execution. For over 20 years, Anil has held leadership positions at several of the leading Healthcare, Rail and Technology focused enterprises. Originally from India, he now lives in Dallas/Fort Worth area with his wife and two children.
Senior VP Unisys
Chandra Gundlapalli is celebrated for dedication to the business transformation leadership with Marquis Who's Who in America top executive & National Diversity Council Top 100 diverse leader recognition. Chandra excels as a Global Vice President at Unisys, a $2B Fortune 800, where he heads Applications business with a passion for driving business value through 80% speed-to-market modernization, delivery excellence, and high performing global TEAM of TEAMS Operating Model™.
Chandra is Forbes's official writer on emerging technology & cultural transformations based on leadership experience at Charles Schwab, Thomson Reuters, Dell, Vistra Energy, and Cap Gemini. Chandra has an MS and a bachelor's degree in Engineering from Birla Institute of Technology and Science, Pilani. Chandra is a mentor at The DEC Network promoting entrepreneurship; advisor at Halen, the next big $1.5 trillion market industry disruption.
You can find him cheering for Indian cricket and Dallas Cowboys American football while co-authoring leadership books on the weekends. Chandra volunteers at National Multiple Sclerosis & Support Our Soldiers as an executive sponsor.
CIO Oregon Tool
Venkat Paruchuri is currently the Global Chief Information Officer of Oregon Tool.
Venkat has a proven track record of success in Information Technology and Digital Transformation with over 25 years of experience.
Earlier, Venkat served as the Vice President of IT at Lennox International for nearly 5 years where he was instrumental in building the Business Applications and Advanced Technology team. Venkat also led the formation of the Chief Information Architect’s Office, Advanced Technology and Data Science teams and introducing new and emerging technologies to Lennox in an effort embrace and foster the use of technology across all business functions. Prior to this role, he served as Head of eCommerce and Supply Chain IT at Keurig Dr Pepper for nearly 9 years where he led a number of ecommerce, Supply Chain Transformation and Omnichannel Distribution initiatives. Prior to Dr Pepper, Venkat spent 13 years in Consulting with Accenture, KPMG and Johnson Controls.
Founder and Managing AttorneyAkula & Associates P.C.
A full-service immigration law firm with our principal office located in Dallas, Texas. We have a talented roster of legal professionals and serve diverse clientele, from small businesses and multinational corporations to high-net-worth individuals. Past clients have included tech start-ups, Fortune 500 companies, and companies across all industries and sectors.
Kavitha Akula is the founder and managing attorney of Akula & Associates established in 2008 located in North Dallas TX. Akula is a full-service immigration law firm with a majority of their clientele seeking employment-based immigration services. Mrs. Akula personally has extensive experience in a wide variety of employment-based immigration, focusing on H-1B, labor certifications, foreign investors/entrepreneurs aka EB-5, individuals of extraordinary ability, as well as nonimmigrant applications for professional workers, managers and executives.
Mrs. Akula completed her Juris Doctor (J.D.) from Southern University, Baton Rouge, LA. She received her Master of Laws (LLM) from Southern Methodist University in Dallas, TX and Bachelor of Engineering (BE) in Computer Science from India. A fun fact that is not well known is that she is also a licensed Patent Attorney, although she does not currently practice in this area.
Partner Wasden Banias LLC
The panel consists of expert immigration and litigation attorneys who have decades of experience in immigration & compliance matters, mitigation strategies advising countless individuals and businesses across the country. They leave no stone unturned when it comes to protecting the rights of their clients and at the same time ensure they are compliant with the laws of the land to go about conducting their businesses and contribute to the economic growth of the nation. Let’s hear their expert view over the next 90 minutes and enlighten us with the matters that are of utmost importance & consequential to all of us to have dependable operations, growth of our businesses, and well-being of a countless number of employees and their families in this country.
Partner Patel Law Group PLLC
Patel Law Group is a full-service law firm with a specialized Immigration Department that focuses on Business-immigration related matters. Chris Prescott is a Partner and experienced Immigration- Attorney. He provides fast and effective legal advice on H-1B petitions and green card processing and works with numerous IT Consulting firms in the Dallas area and throughout the U.S.
Founding and Managing Attorney Dammanna Law PLLC
Dammanna Law, PLLC provides a full range of business immigration legal services specifically crafted to address every client's needs. Both businesses and families can be assisted with filing permanent immigrant work visas or temporary nonimmigrant visas. Dammanna Law strives to meet clients’ expectations efficiently and minimize immigration-related costs and inconvenience.
CEO and Immigration Attorney Online Visas Inc
OnlineVisas Intelligent Immigration Platform™ is the fastest and most reliable way to get US visas. It builds attorney-guided legal briefs with leading case law and memorandum. AI technology parses information from documents to build cases quicker. 100% approvals for 50+ companies for 2021 H-1B cap season.
H-1Bs $499 EB-2/3 $2399.
Managing Attorney BBI Law Group P.C.
Bhanu B. ILINDRA, Esq., is a managing attorney and founder of BBI Law Group P.C., which has its office in Herndon, VA. He is a top-rated attorney who has more than 17 years of experience in Immigration Law.
Mr. Ilindra represents companies as well as individuals who need guidance and support regarding all applicable immigration law and regulations. Mr.Ilindra not only provides exceptional representation but also provide invaluable counsel to business owners and employers looking to hire foreign workers especially high skilled foreign workers. Mr. Ilindra’s clientele include small, midsize to large companies in numerous industry sectors mainly information technology, science, engineering, healthcare, and financial services et al. His representation includes immigration matters involving any of the following:
Mr. Ilindra works hard to uphold his firm's reputation and helps direct the firm’s strategy and operations. Mr. Ilindra always strives to devise the most effective immigration strategies possible to help his clients achieve their goals efficiently by drawing upon his extensive experience and vast resources. Over the course of his career, Mr. Ilindra thrived for creating positive client experiences for US and global employers and their employees. He also participated and conducted in many numerous immigration awareness lectures and seminars with many nonprofit/cultural organizations across the United States.
Mr. Ilindra has earned listings with Top Attorneys of North America, Top100 Lawyers, and Lawyers of Distinction in recognition for his impeccable professionalism and outstanding service in immigration matters. Mr. Ilindra also received designation as among the top immigration law attorneys in his region as well as the entire country, and he has received numerous positive testimonials and referrals from his satisfied clients.
PartnerHammond Neal Moore LLC
Hammond Neal Moore, LLC is a full-service immigration law firm based in Cincinnati, Ohio with offices in Portland, OR, Los Angeles, CA, Phoenix, AZ, and Dallas, TX. We have a national practice, serving clients located throughout the United States. We began operations in 1991 and since that time have provided representation to individuals and corporations, handling both family and business based types of cases.
President - Private Wealth First Business Bank
First Business Bank specializes in business banking, including commercial banking and specialty finance, private wealth, and bank consulting services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness.
AttorneyKodem Law Firm PLLC
Kodem Law’s attorneys focus on Immigration and Corporate law, assisting some clients in visa petitions and others in drafting and reviewing contracts. We aim to make the complex and ever-changing challenge of immigration into a more manageable process. We also provide corporate law services, ensuring that your questions are answered and that your contracts, business operations, and legal matters are well-executed. Our attorneys take pride in representing our clients, and we hold ourselves to strict professional standards.
Managing partnerRam Associates
Since 1983, Ram Associates has served the Central New Jersey community as trusted advisors and valued business partners. Ram Associates has grown dramatically in the last decade to become one of the leading public accounting and business consulting firms in Central New Jersey.
Ram Associates is a full-service accounting, tax and business advisory firm with expertise in public, private and specialized audits. In addition to traditional accounting, audit and tax services, we provide services in specialized areas such as, acquisitions and divestitures, business valuations, cost segregation, fraud and forensic accounting, employee benefit plan audits, and management consulting.
Our clients range from individuals to closely-held businesses, manufacturing and distribution organizations, listed and not-for-profit entities. Most Ram Associates clients are located in U.S. or that are U.S. subsidiaries of Foreign entities.
The partner and staff of Ram Associates all have a solid foundation in the various industry including years of experience in setting up of start-ups, and consulting assignments with various industry across US. In particular, it is the technical strength of our partner and his direct personal involvement in all aspects of the engagement that sets Ram Associates apart from other CPA firms.
CPASanjay Taxpro Inc
We are a team of the brightest most forward-thinking tax and financial professionals. We use the most timely, proactive tax planning solutions available today that are really used by some of the most successful and profitable organizations and individuals in the country.
We give you a plan for beating the IRS legally. We'll find the missing opportunities that may be costing you thousands, tens of thousands, or even hundreds of thousands of dollars in taxes, you don't need to pay. Then show you how proactive planning can rescue those dollars. We offer real advanced tax, financial and business planning that shows our clients what to do, when to do it, and how to do it.
In 2010, Sanjay Taxpro Inc opened its doors and since then has grown into one of the leading CPA firms headquartered in Silicon Valley. The firm Focuses on small to medium-sized businesses, and high net-worth individuals, providing full-service financial, tax, payroll and accounting services. Sanjay Taxpro Inc has evolved to offer the depth and breadth of services consistent with that of a large CPA firm, yet remining committed to providing the responsiveness, efficiency, flexibility and personal attention expected from a mid-size CPA firm.
President & CEO Legacy Wealth Planner LLC
Legacy Wealth Planner creates customized financial plans for each and every client. Our business model is designed to cater to the needs of both businesses and individuals, and our goal is to help you strive to achieve your long-term and short-term financial goals. Since we know how challenging financial planning can be, we’re here to join hands with you to help you attempt to organize your financial life.
Through the firm’s relationship with Emerson Equity LLC, Sudhir Pai, an Investment Advisor and Registered Representative who guides you with your financial planning, supporting you in striving to achieve your financial goals. He evaluates your needs and risk tolerance and prepares a customized, robust plan to match the financial needs of your business.
Legacy Wealth Planner develops plans suited for your specific needs. Our goal is to eliminate the complexity around evaluating and selecting your insurance and investment needs. Legacy Wealth Planner offers you guidance to sort through the vast array of products and confusing literature available to you.
Immigration Attorney Burgos & Garritson Law
Burgos & Garritson Law is a boutique firm that focuses on customer service and relentless advocacy for our clients. Lucas Garritson is the managing partner at for all employment-based immigration matters at the firm, which was established with his wife Jacqueline Burgos-Garritson, Esq. Lucas drew his inspiration and developed his passion to work in this field after working with his mentor and father-in-law Juan Luis Burgos-Gandia at his law firm Burgos & Burgos.
Our immigration attorneys have the knowledge and experience to assist you. We focus our practice on all types of Immigration matters, which include the following:
• Employment Based Immigration
• Family Based Immigration
• Federal Court Litigation
• Removal Defense
• ICE/HIS/DOL Investigations
• Immigration Compliance
Burgos & Garritson Law has attorneys licensed in the following jurisdictions:
• US Supreme Court
• Supreme Court of Texas
• Supreme Court of Oklahoma
• Supreme Court of Puerto Rico
• 5th Circuit Court of Appeals
• 1st Circuit Court of Appeals
• US District Court for the Northern District of Texas
• US District Court for Colorado
• US District Court for Northern District of Illinois
• US District Court for Nebraska
• US District Court for Puerto Rico
• US District Court for Western District of Oklahoma
• US District Court for Wisconsin
Lucas has significant experience handling complex immigration matters as well as removal cases before the Executive Office of Immigration Review (Immigration Court). Lucas currently focuses on immigration law, corporate law, business strategy and corporate compliance. Lucas is contributing member of American Immigration Lawyers Association (AILA).
FounderSunflower Bank N.A
Highly accomplished financial officer with extensive experience in operations and administrative management. Proven ability to mentor and motivate high-performance teams; build relationships with demanding, high-profile clients and partners; and implement strategies and programs that improve performance, productivity, and profitability. Excels in leveraging technology to solve business problems; driving positive organizational change; and effectively managing stakeholder communications and expectations.
Specialties: Strategic Planning
Founding Partner Scheef & Stone LLP
Scheef & Stone is a full-service commercial law firm with offices in Dallas, Frisco, and Marshall, Texas. We provide our clients with a wide range of legal services including, mergers & acquisitions, corporate, finance, banking, real estate, bankruptcy, construction, employment, energy, intellectual property, litigation, estate planning, and taxation law.
Managing DirectorOberon Securities LLC
John is a Managing Director, bringing to Oberon over 35 years of senior management operating experience, and consulting and transaction expertise. Prior to joining Oberon, John spent 10 years as a Senior M&A Advisor for Woodbridge International. His work with Woodbridge included buy-side and sell-side engagements for companies and private equity firms in a variety of industries including information technology, business services, distribution, and manufacturing. John also served as Managing Director of Elite Investment Group, an investment banking firm that he co-founded in 1996, focusing on the middle market. He was also a Managing Partner of Saddle River Capital, a private investment firm, where he was responsible for all aspects of the investments and acquisitions of middle-market companies. Prior to entering the investment banking business, John held key management positions in public companies of various industries such as manufacturing, business services, and retail. John earned his M.B.A. in Finance from Fairleigh Dickinson University, where he focused his studies on mergers & acquisitions and turnaround situations.
Managing Member / FounderEvolute Capital
Brendan is the Founder & Managing Member of Evolute Capital. Evolute Capital invests in small to medium sized companies across the United States that are profitable, growing and have a desire to accelerate that growth to the next level. Evolute is passionate about partnering with strong owners and existing management teams to help facilitate evolution with patient capital, strategic expertise and both organic and M&A growth initiatives.
Partner Grant Thornton LLP
Barrett is a Managing Director, and a leader, of our Transaction Services - Divestiture Advisory practice with over 16 years of experience in financial statement analysis, financial and operational due diligence, project management and executive leadership. He has extensive experience in purchase, divestiture and financing transactions and has partnered with leading private equity, investment banking and venture capital firms globally to achieve successful results in hundreds of transaction across industries such as business services, healthcare, technology, retail, manufacturing, distribution and consumer products. Prior to joining Grant Thornton, Barrett served as the Chief Financial Officer of several distribution companies and leverages his dual expertise of executive management experience along with mergers and acquisitions advisory for the benefit of his clients. He is also a CPA and adjunct professor at Southern Methodist University where he teaches a graduate level course in financial due diligence.
Senior Advisor-Investment City of Brampton
Jayesh Menon, Sr. Advisor Investment Attraction for the City of Brampton, Ontario, Canada. In his role, he creates, implements and evolves market-focused strategies to attract new business investments and partnership opportunities to the City of Brampton. Responsible for comprehensive consultative service throughout the investment lifecycle, including following through on client requests, facilitating key introductions, understanding client needs, and providing end-to-end guidance throughout the establishment of new operations within the City of Brampton.
Senior Advisor-Investment City of Brampton
Jayesh Menon, Sr. Advisor Investment Attraction for the City of Brampton, Ontario, Canada. In his role, he creates, implements and evolves market-focused strategies to attract new business investments and partnership opportunities to the City of Brampton. Responsible for comprehensive consultative service throughout the investment lifecycle, including following through on client requests, facilitating key introductions, understanding client needs, and providing end-to-end guidance throughout the establishment of new operations within the City of Brampton.
Speaking CoachDeepakSharmaSpeaks
There is a definite process of understanding the power Storytelling and utilizing it for serving yourself and others. It is not that easy, but it is a process and can be learnt by anyone. Once you master it, you will find many new doors opening for you that you never even knew existed.
Deepak is “fanatic” walking and talking storyteller, certified “world class speaking coach” and a professional speaker. In real terms, his 13 years journey with toastmasters and experimenting with speaking is his qualification.
In his journey of Speaking, he has trained 30000+ leaders across the world from the organizations like Vodafone, Shell, Maruti, Honda, Accenture, IBM, Plan International, PWC, KPMG, KNPC, Nestle and many more.
Founder of Deepak Sharma Speaks and Speak to Shine Academy, he launched his YouTube channel focusing on Storytelling and Communication. In 2019, he became the Public Speaking Champion of Houston District and also being inducted as Professional Member of National Speaker Association, USA.
He firmly believes if you believe in self, listen to your mentors and follow a simple process, you will start opening all the doors that exists in this world of and you will simply be unstoppable.
Speaking CoachDeepakSharmaSpeaks
There is a definite process of understanding the power Storytelling and utilizing it for serving yourself and others. It is not that easy, but it is a process and can be learnt by anyone. Once you master it, you will find many new doors opening for you that you never even knew existed.
Deepak is “fanatic” walking and talking storyteller, certified “world class speaking coach” and a professional speaker. In real terms, his 13 years journey with toastmasters and experimenting with speaking is his qualification.
In his journey of Speaking, he has trained 30000+ leaders across the world from the organizations like Vodafone, Shell, Maruti, Honda, Accenture, IBM, Plan International, PWC, KPMG, KNPC, Nestle and many more.
Founder of Deepak Sharma Speaks and Speak to Shine Academy, he launched his YouTube channel focusing on Storytelling and Communication. In 2019, he became the Public Speaking Champion of Houston District and also being inducted as Professional Member of National Speaker Association, USA.
He firmly believes if you believe in self, listen to your mentors and follow a simple process, you will start opening all the doors that exists in this world of and you will simply be unstoppable.
Head of Solutions Architecture US SMB
Subhash Vanga is a seasoned leader and head of solutions architects for the US SMB at AWS. He has held leadership positions at Oracle, IBM, and EMC Corporation. Subhash has deep expertise in cloud strategies, helping customers leverage cloud innovation to achieve business goals.
Head of Business Innovation AWS US SMB
Ben Schreiner is the Head Of Business Development for US SMB at AWS. With over 20 years of experience, Ben focuses on partnering with customers to solve some of the most complex digital transformation challenges. He is a passionate speaker and mentor to future CIOs, IT managers, and IT professionals.
Head of Solutions Architecture AWS SMB East
Franck Noel, Head of Solutions Architects at Amazon Web Services for SMB East. He previously led a team of builders in Socal focused on the Mid-Enterprise space and has been at AWS for just over 2.5 years
Franck currently resides in Philadelphia and is passionate about technology and its effect on companies and society. He has worked with customers of various sizes and industries helping them solve several transformational challenges through the use of AWS cloud technologies like Resmed, NextGen, Chewy, Axway, and others in Southern California. Prior to joining AWS, Franck spent several years working on other sales and pre-sales roles with a variety of customers at Cisco Systems. helping customers like Comcast and Vonage transform the Telecom industry. Franck has several certifications from the information technology industry including several AWS certifications. Franck is an Electrical Engineer graduate from SUNY at Stony Brook, NY.
Manager Solutions Architecture AWS US SMB
Ashish Mehra is Solutions Architecture Manager for US SMB East at AWS. With over 15 years of IT experience, Ashish is passionate about solving complex cloud transformation challenges for SMB customers.
Ashish loves to mentor and coach new managers and IT professionals looking to jump-start their careers in cloud technologies.
President AIM Financials
Ramesh Tinnanooru is the President of American Investment Management (AIM), a fast growing financial services company providing individuals and businesses the opportunity to make their financial dreams a reality and help build generational wealth. Utilizing his 20 years of expertise, experience, and entrepreneurial background in the financial services and IT industry, Ramesh leads AIM in providing high value financial consulting, tax-smart strategic guidance, investment banking, insurance and investment advisory services to clients throughout the United States. AIM Financials and their strategic partners have over 50 years of cumulative experience in financial services, wealth management, Estate & Tax Planning, and private equity.
AIM has only one mission: To elevate your net worth and make you financially free.
CEO AIM Financials
Sree Tinnanooru is the CEO and Senior Wealth Advisor of American Investment Management (AIM), a fast growing financial services company providing individuals and businesses the opportunity to make their financial dreams a reality and help build generational wealth. Sree drives continued evolution and creativity to the financial solutions and offers smart investments to high net worth families and businesses. Sree’s strong entrepreneurial background, drive, and focus fuels the growth of the company. AIM Financials and their strategic partners have over 50 years of cumulative experience in financial services, wealth management, Estate & Tax Planning, and private equity.
Services includes:
• Equities, fixed income, ETF, mutual funds, options, etc.
• Variable and fixed insurance solutions including variable annuities with highest daily and 10% roll up guarantees
• Managed accounts and model portfolios with Lifetime Minimum Guaranteed Income
• High net worth insurance wraps for managed accounts, model portfolios, alternative investments, and other asset classes
• Alternative investments, including hedge funds, managed futures, private equity, REITs, LPs and more
• Asset protection trusts and charitable giving
• Customized funds for high networth clients
• Retirement solutions , Cash Balance Retirement Plans, Pension Plans, Buy Out Strategies, and other Retirement Income Solutions.
Sree lives in DFW Metroplex with her Husband and their twin Boys. She enjoys being active, playing Chess, and spending quality time with family and friends.
AIM has only one mission: To elevate your net worth and make you financially free.
CEO OGNI Real Estate Fund
Roxanne Gardner is a commercial real estate professional who provides thirty plus years of knowledge and experience in real estate development and management. With hard work, ingenuity and sincerity Roxanne has led Property Solutions Group, LLC and other real estate ventures through the process of development, management and brokerage of millions of square feet of real estate. Roxanne has extensive experience in ground up development and all disciplines related thereto including land use, zoning, entitlements, project supervision, oversight of architects and engineers, budgets, financing, and leasing/land use. She has developed neighborhood shopping centers and mixed use development in underserved areas, served as broker representation for landlords and tenants, including Aldi, Inc. for 14 years and other national brands, asset managed and property managed commercial retail, office, affordable and market rate residential, and industrial buildings. Roxanne also serves the Court Judicial System in Illinois as a court-appointed receiver for over 12 years where tens of millions of dollars have been protected and settled under her leadership. Roxanne is an active member of Lambda Alpha International and the International Council of Shopping Centers. She served on the board of Mayor Daley’s Futures Forum, The Chicago Department of Housing and was a committee member of the Chicago Forum on Housing Solutions. Roxanne holds a Bachelor’s degree in Political Science, is a graduate of Roosevelt University’s Lawyers Assistant Program in Real Estate and Mortgages and is a licensed Real Estate Broker in the State of Illinois.
Attorney Selborne Legal Consulting
I have a broad range of experience and advise clients on the business and tax aspects of structuring their investments for maximum profitability. I work with entities across the corporate growth cycle from early stage private companies to established publicly traded entities. I have extensive cross-border experience advising foreign companies operating in the United States, as well as advising domestic companies operating abroad.
I represent parties engaging in mergers and acquisitions (both tax-free and taxable), joint ventures and partnerships, multi-jurisdictional acquisitions and dispositions. I provide sophisticated advice on identifying opportunities to add value through effective planning both before and after a transaction. I also have experience in advising fund sponsors, investment advisers and investors in identifying and implementing tax-efficient structures worldwide to enhance after-tax yield. I structure investments for US and non-US investors across a broad base of asset classes including real estate, debt and equities, operating businesses and alternative investments.
CEOEficens Systems
Ramu Venigandla is the CEO of Eficens Systems. He has successfully revamped several distressed technology businesses, creating new and greater opportunities, funding sources, and shareholder value for his investors. Ramu has created several companies in the $30 to $50 million dollar range, and he has over 25 years of technology industry expertise specifically in business strategy, operations, and implementation.
Ramu is also Chief Investment Officer in OGNI Fund - which sponsor and manage investment in properties prime for redevelopment and situated within Qualified Opportunity Zones ("QOZ") throughout the United States.
Chairman ADI Group
Adil Adi, Chairman of The ADI Group, is an entrepreneur and investor who has successfully founded and scaled multiple businesses. Adi currently oversees the corporate vision across growth strategies and investments across the organization while supporting the technology and market development. In addition to his entrepreneurial pursuits, Adi is passionate about healthcare and improving our collective quality of life.
Adi again leverages his Family Office to deliver guidance, relationships and investment into early stage healthcare & life sciences companies such as Omada Health, Sonavex and Rejuvenation Technologies. Moreover, he is constantly supporting local academic researchers at institutes like UT Southwestern, MD Anderson and the Texas Medical Center. He currently sits on the board of the Mary Crowley Cancer Center which aims to expedite clinical trials for cancer patients.
Lastly, Adil enjoys giving back to the entrepreneurial community by bringing together social stakeholders such as entrepreneurs, corporate leaders, investors, and other meaningful relationships from his network. If Adil wasn’t doing any of the above, he probably would have become a professional singer / actor. He is the first to jump on the mic and get a crowd going in group sing.
He enjoys cycling, walking his beagle Shooter and supporting his sons on the golf course.
Chairman ADI Group
Adil Adi, Chairman of The ADI Group, is an entrepreneur and investor who has successfully founded and scaled multiple businesses. Adi currently oversees the corporate vision across growth strategies and investments across the organization while supporting the technology and market development. In addition to his entrepreneurial pursuits, Adi is passionate about healthcare and improving our collective quality of life.
Adi again leverages his Family Office to deliver guidance, relationships and investment into early stage healthcare & life sciences companies such as Omada Health, Sonavex and Rejuvenation Technologies. Moreover, he is constantly supporting local academic researchers at institutes like UT Southwestern, MD Anderson and the Texas Medical Center. He currently sits on the board of the Mary Crowley Cancer Center which aims to expedite clinical trials for cancer patients.
Lastly, Adil enjoys giving back to the entrepreneurial community by bringing together social stakeholders such as entrepreneurs, corporate leaders, investors, and other meaningful relationships from his network. If Adil wasn’t doing any of the above, he probably would have become a professional singer / actor. He is the first to jump on the mic and get a crowd going in group sing.
He enjoys cycling, walking his beagle Shooter and supporting his sons on the golf course.
Partner Archer & Greiner P.C.
Patrick Papalia leads Archer’s New York and Hackensack Office business litigation groups. Mr. Papalia has an extensive trial record of successful verdicts on complex business litigation and labor matters. Mr. Papalia is a first chair trial lawyer, attaining Certified Civil Trial Attorney status from the Supreme Court of New Jersey, a distinction attained by less than two percent of all practicing attorneys. Mr. Papalia received his initial trial certification in 2012 and achieved recertification in 2017. Mr. Papalia has implemented winning strategies on his litigation matters.
He has obtained no cause judgements on actions he has defended and obtained multimillion dollar recoveries in actions where his clients have been damaged in commercial disputes. Mr. Papalia’s practice encompasses various industries. Mr. Papalia has developed specialties in handling matters in the information technology, fashion, diamond and jewelry, hospitality and pharmaceutical industries. Mr. Papalia also handles matters in many other diverse and varied industries.
Partner Archer & Greiner P.C.
Robert's practice surrounds the representation of employers in all aspects of
immigration law and compliance. This includes representing employers in matters ranging from assisting employers with their visa and Permanent
Resident needs for employees to developing a comprehensive immigration law compliance strategy.
Rob additionally has significant specific experience assisting clients in the sports industry. Rob serves as outside immigration counsel to several NHL
franchises and additionally represents clients in professional football, baseball, soccer and golf. Rob additionally represents the athletic departments of colleges and universities in immigration and related
compliance issues for their foreign athletes. Professional and Community Involvement American Immigration Lawyers Association Awards and Recognition
Named a "Top Attorney" by SJ Magazine for Immigration Law (2019) and Sports Law (2021) Named a Rising Star by Law and Politics Magazine (2005-2007) Named an “Awesome Attorney” for Immigration by South Jersey
Magazine (2019) Articles and Presentations
Foreign Work Force Helps Sustain Our Local Businesses, The Legal Intelligencer, September 7, 2017.
Webinar: Pre-Immigration Tax Planning: Fundamental Framework and Important Issues Explored
Podcast: Your Life, Your Wealth – Episode 63
American Immigration Lawyers Association (Editor) - "Immigration Options for Artists & Entertainers, 2nd Edition" Immigration Dispatch: H-1B Visa - 2016 Filing Season
CEO & Founder AG FinTax
Anil Grandhi is Founder and CEO of AG Fin Tax. AG Fintax helps small business owners on CFO services & tax planning services to save $10k-$50k in taxes every year.At AG FinTax, we apply the advanced tax reduction and wealth creation strategies used by some of the world's most successful enterprises to helping our small business and startup clients reduce their tax liability and save money.
We work with clients in the startup IT service, real estate, construction, healthcare, and foodservice industries.
In addition to our tax planning and strategy services, we offer bookkeeping, CFO, and controller services. We assist clients in building dynamic business and cash forecasts, managing cash flow, and developing month-end financial packages designed to help management make informed and timely decisions.
We can also create and implement best practices for accounting policies and procedures, and train and manage your staff to ensure results.
CEO & Founder AG FinTax
Anil Grandhi is Founder and CEO of AG Fin Tax. AG Fintax helps small business owners on CFO services & tax planning services to save $10k-$50k in taxes every year.At AG FinTax, we apply the advanced tax reduction and wealth creation strategies used by some of the world's most successful enterprises to helping our small business and startup clients reduce their tax liability and save money.
We work with clients in the startup IT service, real estate, construction, healthcare, and foodservice industries.
In addition to our tax planning and strategy services, we offer bookkeeping, CFO, and controller services. We assist clients in building dynamic business and cash forecasts, managing cash flow, and developing month-end financial packages designed to help management make informed and timely decisions.
We can also create and implement best practices for accounting policies and procedures, and train and manage your staff to ensure results.
Technical DirectorAlliantgroup
Tyler is a Technical Director at alliantgroup, specializing in software, technology, engineering, manufacturing, and the system integration industries.
An Aerospace engineer by trade, Tyler combines his strong industry expertise with his knowledge of the tax code to help American businesses identify powerful government incentives designed to encourage technical job growth. To date, Tyler has worked with hundreds of small to midsized businesses to claim more than 400 million in credits and incentives.
Technical DirectorAlliantgroup
LeeAnn is a Director at alliantgroup and has been with the firm for over a decade. LeeAnn is responsible for building and maintaining relationships with alliantgroup’s Strategic Advisory Board Members and further building relationships with CPA firms, bankers, attorneys, etc. across the Gulf Coast Region.
In her role, LeeAnn is responsible for educating CPAs and their clients on powerful government sponsored incentives. LeeAnn focuses on Software and Technology Companies, Agribusinesses, Architecture, Engineering, and Manufacturing. Currently, LeeAnn oversees a couple of the largest strategic partnerships including International CPA Associations, 1000+ person CPA firms, and one of the largest insurance/banking companies in the country.
Join the conversation with inspiring leaders from various organizations, understand the future of IT and emerging technology trends shaping the clients we serve.
We promise you this to be engaging discussion with valuable insights to ITServe members.
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