Location
The Westin
South Coast Plaza
686 Anton
Costa Mesa


Agenda:
Note Special Format

5:30-6:00 PM Registration
6:00-7:30 PM Presentation & Dinner
7:30 - 8:30 Networking


Cost
Members $35
Non-members $60

Parking
Self Park $7.00
Valet $10.00


Or Call (310) 325-4000

Corporate Presenting Sponsor


Orange County Chapter

2005 Executive Outlook

The Road Ahead and How to Navigate It Succesfully.

December 8, 2004

Panelists:

  • George Klaus - CEO of Epicor
  • Jeff Margolis - CEO of Trizetto
  • Thomas E. Rowley - CEO of Preventsys
  • Nicolaas Vlok - CEO of Vision Solutions
Moderator: Richard Riesman - Publisher of OCBJ

What does 2005 have in store for software companies…and for businesses in general?

How will a second term for the Bush administration and a larger Republican majority in both the Senate and the House change effect the business environment?

What impact will the nation's growing budget deficit and expanding trade imbalance have on the economic recovery?

Will California finally start to become more business-friendly?

And what role will the continuing uncertainty in foreign affairs play?

Come join us on December 8, 2004 for what promises to be a fascinating, important discussion with some of Orange County's most influential business leaders, sharing their views on what to expect in the coming year-and how they plan to manage their companies to take advantage of anticipated opportunities and minimize risks in this challenging business environment.

Our panel of Orange County CEOs will address the issues above, answer your questions, and discuss other topics:

  • Outsourcing/Off-shoring-how to survive it, or profit from it
  • Consolidation-what it means to the industry, and to technology innovation
  • New Technologies-what's next, what's needed, and what's missing

Don't miss this opportunity to find out what industry leaders see in store for the coming year, and how they plan to help their companies profit from it.

About the Panel

George Klaus - CEO of Epicor
L. George Klaus, with over 25 years of experience in the high technology industry, was named chief executive officer and president of Epicor Software Corporation in February 1996. In September 1996, Klaus took on the added role of chairman of the board.

Klaus achieved industry prominence when he restored Frame Technology to consistent profitability through 1995. He has a history of restoring shareholder confidence and rebuilding corporate stability for high technology companies, including Cadence Design Systems/VALID and Hughes LAN Systems.

During his tenure at Frame Technology, a leading provider of industry-leading tools for authoring, managing and distributing business-critical documents, Klaus returned the company to sound business performance and Wall Street ratings of "Strong Buy/Aggressive Growth" by leading investment firms. Klaus also directed company negotiations with Adobe Systems for a strategic acquisition beneficial to customers, employees and shareholders.

Previously Klaus was chief operating officer of Cadence Design Systems and president and chief operating officer at VALID. His background also included seven years with Hughes LAN Systems where he served as chief executive officer and president. Previous executive experience includes three years with Amdahl Corporation and thirteen years with Control Data Corporation.

Klaus holds a Bachelor of Science degree in mathematics from California State University and did graduate work in math and business at UCLA. He currently serves on the Board of Directors for FileNet Corporation (NASDAQ: FILE), Blaze Software, Inc., Broadview Capital Partners Board of Advisors and the University California, Irvine - Information & Computer Science CEO Advisory Board.

Thomas E. Rowley, Chief Executive Officer, Preventsys

With 35 years of experience, Tom Rowley is an expert entrepreneur who specializes in leading early-stage technology companies to establish and develop new markets. His proven engineering management and marketing expertise has enabled him to successfully found and grow nine venture-funded companies during his career. As CEO of Preventsys, Tom is responsible for shaping and driving all areas of management, including sales, marketing, professional services, product development and business strategy.

Tom brings widely varied domain experience to the position - most recently specializing in security technologies - as well as broad market experience, having developing OEM, direct sales and VAR/distributor networks in different industries. Technically adept, he excels at understanding new technologies and positioning them for maximum market impact. With extensive access to capital, he has raised hundreds of millions of dollars from top-tier investors such as Bessemer, Morgan Stanley, Accel Partners, Goldman Sachs, New Enterprise Associates, Apax Partners, and U.S. Venture Partners.

Before joining Preventsys, Tom co-founded Counterpane Internet Security, Inc, the world's largest independent managed network security services firm. As CEO and Chairman of Counterpane, Tom conceived the company's business plan, raised over $90 million in venture capital funding and recruited a skilled management team.

Tom also founded Veridicom, Inc., a spin-off of Lucent Technology's Bell Labs. As president, he commercialized a breakthrough fingerprint identification sensor, raised more than $11 million in venture funding, recruited Veridicom's key personnel, and transformed laboratory prototypes into high-quality production products. At National Semiconductor, Tom spearheaded the development of secure cryptographic semiconductor products for the information security and electronic commerce industries, establishing alliances with Microsoft, RSA Security, Verisign and Visa.

In 1982, Tom joined Centigram Corp. as chief operating officer and was later promoted to president. During his four year tenure, he was responsible for refocusing the company from a speech research technology boutique to a major supplier in the voice messaging industry and successfully took the organization public in 1987.

Named a Technology Pioneer by the World Economic Forum in 2002, Tom Rowley holds two patents with the U.S. Patent Office. He has lectured for business schools at Stanford University, University of California at Berkeley and Santa Clara University on how to build a venture capital backed company. Tom has also spoken on various security topics at numerous industry events and conferences, including the Gartner IT Security Summit, RSA and NetWorld+Interop.

Nicolaas Vlok, CEO of Vision Solutions

Nicolaas Vlok's entrepreneurial career began at age 14 when he started selling computer hardware. At the age of 21, while studying engineering at the University of Pretoria in South Africa, he started TST, a computer hardware and network integration company. TST thrived off Vlok's unique mix of business acumen and technical skills. His passion and knowledge for IT were the building blocks of his visionary thinking. In the next three years, before going public, the company had zero gearing, was cash flow positive and returned a profit every year.

Vlok rebranded the business IDION and in August 1998 listed IDION Technology Holdings on the Johannesburg Stock Exchange. Financial Mail rated IDION as the best IT listing of 1998. At age 25, Vlok was the youngest CEO of a listed company in South Africa.

As IDION continued to grow, Vlok's focus shifted to solutions and services. He set his sight on turning the company into an international software developer that could meet the growing needs for information availability through world-class software and services.

Through four strategic acquisitions, Vlok started building IDION into a proprietary software solutions business. This then marked an important leap into the international arena that lead to IDION's acquisition of US-based Vision Solutions, Inc. Since the acquisition, Vlok has led Vision Solutions to become a force in the industry providing information availability management solutions to customers around the world.

Jeff Margolis, Chairman & CEO of The Trizetto Group, Inc.

Widely recognized as a visionary in the application of innovative technology to the complex and rapidly changing healthcare industry, Jeff Margolis founded The TriZetto Group, Inc. in 1997. He has more than 15 years of experience architecting and managing information technology and services for some of the nation’s largest and most innovative healthcare organizations. He is the former senior vice president and chief information officer of FHP International Corp., a $4 billion healthcare company that operated health plans, multi-specialty physician clinics and hospitals, serving more than 2 million members and patients. Margolis was named an “up and comer” by Modern Healthcare magazine and is the former chairman of the Managed Care Executive Group. In 2002, he was named Ernst & Young's Technology Entrepreneur of the Year for Orange County, California. A certified public accountant, Margolis holds certificates in Colorado and Illinois. He received his bachelor’s degree with high honors in business administration/ management information systems from the University of Illinois.


Richard Reisman, Publisher and CEO of Orange County Business Journal

Mr. Reisman joined the Business Journal in September 1990. Since that time, the publication's acceptance by the business community has been dramatic. Paid circulation has grown five-fold.

Prior to arriving at the Business Journal, Reisman was director of marketing for the Orange County edition of The Los Angeles Times. Earlier in his career, Reisman practiced law in San Francisco and Washington, D.C. While in private practice in Washington, Reisman served as Special Counsel to the House Ethics Committee.

Reisman holds an M.B.A. from UCLA, where he was awarded the R.C. Baker Foundation Fellowship, and a law degree from George Washington University, where he graduated with honors. He currently serves as membership chair of the California Coast chapter of YPO and is listed in “Who’s Who in America.”

 

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