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CNBC Evolve Spotlight: Transforming Companies for the Future

CNBC Evolve Spotlight: The Middle Market

While middle market businesses are a critical part of our nation’s economy – accounting for roughly a third of U.S. GDP, with about $10 trillion in annual revenues – the news headlines are usually more focused on the moves of the world’s biggest companies and the fate of small business owners.

Yet in these challenging times, top-performing, midsize companies are uniquely well-positioned: strong enough to endure the current economic headwinds, and agile enough to adapt to the changing world. This Evolve Spotlight event will highlight innovative ways middle-market companies are navigating these uncertain times successfully, finding new ways to thrive using data, new marketing and sales techniques and operational flexibility.

Speakers

Deanna Mulligan

Deanna M. Mulligan is Board Chair of Guardian Life Insurance, and former Chief Executive Officer.

She was a Principal at McKinsey & Company and has held senior positions at AXA Financial, New York Life Insurance Company, and ChannelPoint. Active across the industry and in the community, Ms. Mulligan is a Board member of The Vanguard Group, the American Council of Life Insurers (ACLI), the Partnership for New York City, the Economic Club of New York, the Chief Executives for Corporate Purpose (CECP), and the Bruce Museum in Greenwich, CT. Ms. Mulligan was appointed to, and served on, the President’s Advisory Council on Financial Capability for Young Americans from 2014 to 2015, was Chair of the Board of the ACLI from 2015 to 2016. She is currently a member of the Stanford Graduate School of Business Advisory Council, and served as a Director on the Board of Arch Capital.

Fortune named her one of the “50 Most Powerful Women in Business” and Crain’s New York Business recognized her as one of “The 50 Most Powerful Women in New York,” five times each. Ms. Mulligan graduated from the University of Nebraska with High Distinction and holds an MBA from the Stanford Graduate School of Business. She has appeared on CNN, Bloomberg TV and Yahoo! Finance, and has participated in Fortune's Most Powerful Women Summit, Forbes Women's Summit, the Peterson Fiscal Summit, the ACCT Leadership Congress, and CECP's CEO Investor Forum 8.0, among other speaking opportunities.

Lee Henderson

Lee has more than 25 years of experience working with both entrepreneurial private companies and large, multinational public companies.

As Americas EY Private Leader, Lee works with teams across the EY Americas Area — North, Central and South America and Israel — to support high-growth entrepreneurs and middle-market companies. These teams serve family enterprises, Venture Capital (VC) - and Private Equity (PE) - backed companies, privately held businesses, and pre-IPO and public companies.
Lee previously served as EY US Central Region Growth Markets Leader and Entrepreneur Of The Year® Midwest Program Director, Ernst & Young LLP. He’s spent time Ernst & Young LLP in London as the coordinating partner for a Fortune 500 technology company and served as the COO of the EY Assurance services in the UK and Ireland.

An active member in Chicago’s entrepreneurship ecosystem, Lee sits on several boards and committees including the Big Shoulders Fund; 1871, Chicago’s center for technology and entrepreneurship; and the Economic Club of Chicago.

Lee holds a BS in Accounting from California State University, Hayward.

Jeni Britton Bauer

Jeni Britton Bauer is an American ice cream maker and entrepreneur. A pioneer of the artisan ice cream movement, she introduced a modern, ingredient-driven style of ice cream making that has been widely emulated across the world but never duplicated. Jeni opened her first ice cream shop, Scream, in 1996, then founded Jeni’s Splendid Ice Creams in 2002. Her first cookbook, Jeni’s Splendid Ice Creams at Home, won a coveted James Beard Award in 2012 and became the de facto bible for anybody making their own ice cream or thinking about opening a new-style ice cream shop. Her second cookbook, Jeni’s Splendid Ice Cream Desserts (2014), took ice cream to the next level with an array of incredible plated, layered, and piled-high ice cream-centric desserts. Today, Jeni’s Splendid Ice Creams is a Certified B Corporation with more than 50 scoop shops, an online shop at jenis.com, and distribution in top grocery stores across the country. As Founder and Chief Brand Officer, Jeni remains the beating heart of the company and is in charge of all creative output—from the ice cream itself to the supporting details that enhance the experience of eating it. Jeni is a 2017 Henry Crown Fellow and has been recognized by Fast Company as one of the most creative people in business today.

Eran Zinman

Eran Zinman is the co-founder and CTO of monday.com, a leading Work OS. He has been developing and coding since the age of nine. Before co-founding monday.com, he was part of the leadership team at Conduit Mobile (now Como) where he managed R&D operations. Eran obtained a Bachelor of Science focused in Electrical Engineering and Computer Science from Tel Aviv University.

George Chamoun

George Chamoun became CEO of ACV Auctions on September 16, 2016. As an early angel investor in ACV, George was drawn by the company’s long term potential. George brings a successful track record of accomplishment as an entrepreneur and senior executive. He co-founded Synacor (Nasdaq: SYNC) right out of college in 1998, and spent the next two decades building it into a trusted technology and revenue partner for some of the largest video and communication providers in the world. George was President of Sales and Marketing, growing the business for many years which enabled the company to go public in 2012.

George has been recognized for his accomplishments;

In 2009 when Multichannel News named him one of the publication's "40-under-40" most influential innovators in the industry
In 1999 recipient of the Ernst & Young “Entrepreneur of the Year” award in NY
George has a passion for Entrepreneurship and serves as Chairman of Launch NY, a non-for-profit organization supporting the startup ecosystem for Upstate New York. George is a proud husband and father of two great kids.

John Sabino

John Sabino is Splunk’s Chief Customer Officer overseeing the Professional Services, Education Services, Support, Best Practices, CSM, and Renewals teams. John joined Splunk in 2017 with 20+ years of experience spanning sales and strategic and commercial operations. Most recently, John was the Chief Operating Officer for GE Digital where he led all commercial strategy, processes, technology and analytics. John served as a captain in the US Army leading operations at the platoon, company, and battalion levels. He is a United States Military Academy at West Point graduate with a B.S. degree and has an M.B.A from the University of Southern California – Marshall School of Business.

Todd Weber

Todd Weber is currently the Chief Technology Officer for Optiv Security. Todd joined Accuvant in 2005 and held the positions of Senior Security Consultant, Solutions Engineer, Solutions Director, Vice President of Managed Security Services and Vice President of Partner Research and Strategy. Todd has worked with some of the largest companies in the world developing and deploying Information Security strategies and architectures. The Office of the CTO spearheads Optiv’s efforts on technology and integration testing security technology solutions to help clients make better informed decisions in selecting the correct technology suite. Todd works with Technology manufacturers, Clients, Venture Capital, Private Equity firms and leading research institutions to help develop Optiv’s overall strategy with Technology Partners and on incubating new and innovative Cyber Security solutions. Currently Todd is on the Advisor to YL Ventures and 1011VC. Prior to Optiv, Mr. Weber held core networking and security positions with ACS and Halliburton. Mr. Weber has over 20 years in the IT Engineering, Cyber Security and Operations Experience and has over 15 years of experience in the IT Security field. Mr. Weber holds a B. S. from Virginia Tech.

Brian Fricke

Brian Fricke is senior vice president and chief information security officer (CISO) of City National Bank, America’s Premier Private and Business Bank®. Based in Los Angeles, Fricke is responsible for overseeing the bank’s extensive enterprise information security policy and providing strategic and operational leadership for the bank’s cybersecurity and technology risk management programs. He also plays a key role in supporting the bank’s digital transformation, ensuring safety and security as the organization adopts new technologies to support client needs. Fricke reports to City National’s chief information officer Rick Hariman.

Brian brings to the bank nearly 20 years of experience in information security, data privacy and risk management. His expertise is paramount to supporting City National on its journey to become a digitally enabled relationship bank.

Prior to joining City National, Fricke was the CISO for BBVA Compass USA in Birmingham, AL, and Bank OZK in Little Rock, AR, where he established an innovative and first-of-its-kind information security program. He previously held top roles at several organizations, including the Military Sealift Command, the U.S. Securities and Exchange Commission, and the USAID Office of the Inspector General. He also served in the U.S. Marine Corps for five years.

Fricke graduated from National University in San Diego, CA, with a major in information technology and homeland security management, and he received an MBA from George Washington University. He also received a master’s certificate from George Washington University in strategic cybersecurity enforcement. He is a Certified Information Systems Security Professional (CISSP), a Certified Secure Software Lifecycle Professional (CSSLP), a Certified Cloud Security Professional (CCSP) and a Certified Information Security Manager (CISM).

Active in the community, Fricke serves on the advisory committee on cybersecurity for executive education at the University of South Florida School of Public Affairs.

Guy Adami

Guy is an original member of CNBC's Fast Money. He is currently the Director of Advisor Advocacy at Private Advisor Group in Morristown, New Jersey. Private Advisor Group is comprised of a network of nearly 600 advisors with assets approaching $17B.

Guy has held numerous key leadership roles in the financial services industry. He began his career at Drexel Burnham Lambert in 1986 and was quickly promoted to Vice President and head gold trader at the firm. In 1996, he joined Goldman Sachs as their head gold trader and one of the many proprietary traders within the Fixed Income Currency and Commodity division. In the spring of 2000, Adami joined the U.S. Equities division of Goldman Sachs where he was put in charge of the firm's Industrial/Basic Material group.

Guy is the Vice Chairman of the NJ Chapter of The Leukemia and Lymphoma Society, who named him their "Man of the Year" in 2015.He also sits on the national board of Invest in Others, and Big Brothers Big Sisters. In August 2012, Guy completed the New York City Ironman.

Shibani Joshi

Shibani Joshi is an experienced journalist who has covered business, technology and general news for global media outlets including ABC News, Fox News Channel, Yahoo! Finance and Huffington Post. She provides commentary on business, technology and lifestyle topics and hosts events for leading corporations.

Previously, Shibani anchored a daily markets show and had her own dedicated segment on TV called “Joshi on Tech” on the Fox Business Network in New York City. In her almost 6-year tenure, she evolved into the dedicated on-air tech reporter at both Fox News Channel and Fox Business Network.

Shibani also reported extensively live on the floor of the New York Stock Exchange, Nasdaq and NYMex exchanges, covering the 2008 market crash, historic interest rate cuts, record oil prices and the biggest point drop in Dow history (at the time).

Throughout her career, Shibani has interviewed large-cap tech CEOs and executives from companies including Apple, Qualcomm, Google, Sony and Ebay. She has also interviewed execs from Uber, Dropbox, Rent the Runway and Angie’s List in their early stages.

Her unique business perspective stems from real-world corporate experience and a distinguished business education. After double majoring in finance and accounting, she worked as an investment banking analyst at Morgan Stanley in New York City, where she focused on corporate finance and M&A projects.

Joshi later moved on to Disney/ABC Media Networks, where she was the firm’s Senior Manager of Digital Strategy. In 2014, she created ShibanionTech.com, a blog focused on stories at the intersection of lifestyle and technology.
Shibani teaches at the University of Oklahoma, sits on the Board of Advisors for the Price College of Business at the University of Oklahoma, and served as a Trustee to The Children’s School in La Jolla, California.

Shibani is a graduate of the University of Oklahoma and holds an MBA from The Harvard Business School. She currently lives in the Bay Area with her 3 children.

Brian Sullivan

Brian Sullivan is anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), which broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J. He is also Senior National Correspondent for the network, covering some of the nation’s biggest stories.

Most recently, Sullivan was co-anchor of CNBC’s “Power Lunch”(M-F, 1PM-3PM ET).

In his 20 years of financial journalism and television experience, Sullivan has reported from five continents. He has been twice nominated for the prestigious Loeb Award; one for being recognized as among the first financial journalists to highlight the risks of the housing bubble in 2007, and the other for the 2013 CNBC documentary “America’s Gun: The Rise of the AR-15.”

Prior to CNBC, Sullivan served as an anchor at Fox Business News as well as a producer, reporter and anchor for Bloomberg Television.

Sullivan has a B.A. in political science from Virginia Tech, where he serves on the Alumni Board, as well as a law degree from Brooklyn Law School. In his free time, he is an avid race car driver with two SCCA divisional championships.

Kate Rogers

Kate Rogers joined CNBC in September 2014 as a reporter based at the network's Global Headquarters in Englewood Cliffs, New Jersey. Rogers covers small business and entrepreneurship for the network appearing on CNBC's Business Day programming and providing daily stories and videos to CNBC.com. She will also contribute to the network's overall markets coverage.

Previously, Rogers was a personal finance and small business reporter for FOX Business and FOXBusiness.com. While there, she reported across FBN's and FOX News' daily programming. She also created and hosted a web series on entrepreneurship and startups called "Growing Your Business" for FOXBusiness.com.

Prior to FBN, Rogers was a reporter at the Nonprofit Times covering the business aspect of nonprofit management, and was an editor at the Union County Local Source.

Rogers holds a bachelor's degree in English with a concentration in Journalism and a minor in Women's Studies from the University of Delaware.

Bertha Coombs

Bertha Coombs is a reporter for CNBC, covering financial markets, business news stories and health care throughout the business day. She is based at the Nasdaq Marketsite in Times Square.

Her health care coverage at CNBC has ranged from covering the implementation of the Affordable Care Act and the failed launch of the Obamacare health insurance exchanges, to how cancer researchers are using IBM's Watson to improve cancer care, and how doctors are using mobile technology to treat patients in their own homes. She also covered the devastation of Hurricane Katrina in New Orleans, the impact of the financial crisis of 2008, and reported on the oil markets from the floor of the New York Mercantile exchange.

Before joining CNBC, Coombs was a reporter and anchor for the pioneering online business network, Yahoo Finance Vision, and served as a freelance reporter for the former CNNfn financial network. Prior, she served as a reporter for ABC News One, and a substitute anchor for "World News Now" and "World News This Morning."

She began her career in general news, with previous reporting and anchoring positions at WABC-TV in New York, WPLG-TV in Miami and WFSB-TV in Hartford, Connecticut.

Coombs is a graduate of Yale University and was awarded the Leo Beranek Reporter Training Fellowship at WCVB-TV in Boston. Born in Havana, Cuba, she speaks fluent Spanish.

Tyler Mathisen

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET), one of the network's longest running program franchises. He is also Vice President, Events Strategy for CNBC, working closely with the network's events team to grow the rapidly expanding business.

Previously, Mathisen was co-anchor of "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW). Since joining CNBC in 1997, Mathisen has held a number of positions including managing editor of CNBC Business News, responsible for directing the network's daily content and coverage. He was also co-anchor of CNBC's "Closing Bell."

Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."

Prior to CNBC, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.

In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.

A native of Arlington,Va., Mathisen graduated with distinction from the University of Virginia.

AGENDA

11:45am EDT

Doors Open

12:00pm EDT

Program Begins

Managing During Crisis: Rethink, Renew, Recover
Now more than ever, midsize firms must flex and transform at unprecedented levels of rigor and discipline. But balancing human capital is equally important. Which means companies that nurture, reskill and upskill their workforce will not only cultivate loyalty and productivity, they will future-proof their entire business structure.
Deanna Mulligan, Board Chair, Guardian Life Insurance, Author, “Hire Purpose”
Lee Henderson, Private Leader, Americas EY
Interviewer: Kate Rogers, Reporter, CNBC

 

Ramping Up the Auto Industry
Revving Up the Auto Industry with a Big Shift To Digital: ACV Auctions, Buffalo’s #1 tech company, is revolutionizing the way 40 million used vehicles are bought and sold each year, thanks to digital-first retail strategy that is disrupting archaic models.
George Chamoun
, CEO, ACV Auctions
Interviewer: Brian Sullivan, “Worldwide Exchange” Anchor and Senior National Correspondent, CNBC

 

CONCURRENT SESSIONS

 

Cybersecurity – Industry Trends and Enhanced Prevention During a Pandemic
Sponsored and Programmed by City National Bank
Social engineering, data loss, ransomware, and security breaches are risks that must be managed every day. We all know that a lack of Cybersecurity can have a massive financial impact on your business or personal life. But how does living and working through a pandemic enhance the risk of a cyber-attack, and what preventative measures should we be taking to always stay one step ahead of a disaster? This session will address the paramount importance of cybersecurity, industry trends in security breaches during a pandemic, and the precautionary steps we all can take to protect ourselves and our businesses.
Brian Fricke, SVP & Chief Information Security Officer, City National Bank
Interviewer: Shibani Joshi, Technology Journalist

 

Punching Above Your Weight in the Data Age
Sponsored and Programmed by Splunk
Data can be the great equalizer, but only if your organization has the processes, people and partners necessary to unlock its full value. Learn how midsize organizations are thriving in the Data Age by getting the most out of their data and their technology partners.
John Sabino, Chief Customer Officer, Splunk
Todd Weber,
Chief Technology Officer – Americas, Optiv
Moderator: Guy Adami, Director of Advisor Advocacy, Private Advisor Group

 

Team Collaboration: Keeping Remote Workers Productive and On-Task, 24/7
Thanks to its highly flexible and intuitive workflow platform, medium sized businesses of all verticals are turning to Monday.com to meet the bulk of their management projects.
Eran Zinman, Co-Founder and Chief Technology Officer, Monday.com
Interviewer: Bertha Coombs, Reporter, CNBC

 

The Mighty Middle: Finding Sweet Success in the Heartland. How Cool Is That?
Middle West Whiskey. Raspberry Rose Jelly Donut. Fluffernutter Pie. Just a sample of the ingenious and delicious ice cream flavors from the mind of artisanal dessert pioneer Jeni Britton Bauer. Started in 1996 from her Ohio kitchen, today, Jeni’s Splendid Ice Creams is a Certified B Corp. with 34 scoop shops, a best-selling online empire and some very high profile and loyal fans. Pretty cool!
Jeni Britton Bauer, Founder and Chief Creative Officer, Jeni’s Splendid Ice Creams
Interviewer: Tyler Mathisen, Co-anchor, “Power Lunch”; Vice President, Events Strategy, CNBC

1:30pm EDT

Program Concludes

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