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CCA Financial Summit 2026 Logo
October 13 - 14 | Boston, Massachussetts
The #1 Finance-Focused Cloud Communications Conference in the World

What is the Financial Summit?

The Cloud Communications Financial Summit is the #1 finance-focused event bringing together cloud communications executives, investors, analysts, advisors, and industry experts for strategic discussions on the business forces shaping our industry.
 
This two-day event features:
 
  • October 13 | Networking Reception & Dinner
  • October 14 | Summit Day featuring finance focused education and discussions

What You'll Learn

Our agenda is thoughtfully curated to ensure every session reflects the realities, opportunities, and challenges unique to our industry. This isn’t a generic agenda — it’s a finance-first program designed by experts, for global leaders.

Key insights you’ll gain:

  • Insights into the latest data on M&As, interest rates, and operational efficiency
  • How to differentiate your company to attract investment capital
  • Forecasts on the capital and equity markets

Walk away with practical knowledge, strategic perspective, and finance-specific insights you can immediately apply to your business.

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Cloud Communications Financial Summit 2026

Join us in Boston!

Financial Summit Agenda

Learn from the industry's leaders in Cloud Communications!

October 13, 2026

Day One

6:00pm
Opening Cocktail Reception & Dinner, presented by TaxConnex

Join us in Boston as we kick off the 2026 edition of the CCA Financial Summit.

(Additional purchase necessary to reserve your spot)

October 14, 2026

Day Two

8:00am – 8:30am
Registration Open & Breakfast
Start the day by checking in, enjoying breakfast, and connecting with fellow cloud communications executives, investors, analysts, and industry leaders. This informal networking opportunity provides time to make new connections, reconnect with peers, and set the stage for a productive day of insights and discussions.
8:30am – 8:35am
Welcome to Cloud Communications Financial Summit 2026

Kick off the Cloud Communications Financial Summit 2026 with opening remarks from CCA leadership. They will set the stage for the day's discussions, and share their perspectives on the trends, opportunities, and challenges shaping the future of the cloud communications industry.

Attendees will get a preview of the key themes and conversations that will drive this year's summit.

Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
8:35am – 9:10am
Valuations, Capital, and Growth: What Every Cloud Provider Should Know
Brian Kornmann
Q Advisors
| Operating Partner
9:10am – 9:45am
Investors' Perspective Driving Today's Deals

Cloud communications continues to attract significant private equity investment despite economic uncertainty and an increasingly competitive technology landscape. What makes the sector so compelling?

Attendees will gain firsthand insight into investor expectations, growth drivers, valuation considerations, and the qualities that make companies attractive acquisition or investment targets in today's market.

Tom Belatti
Riata Captial
| Principal
Justin Garrison
BV Investment Partners
| Managing Director
Dmitry Netis
StoneX Group Inc.
| Managing Director, Co-Head of Technology M&A Advisory & Investment Banking
Tyler Sipprelle
26North
| Partner
Matthew Dennett
Court Square Capital Partners
| Partner
9:45am – 9:55am
Zoom Platinum Sponsor Spotlight
Jamie Hill
Zoom
| Global Head of Phone Channel
9:55am – 10:15am
BREAK
10:15am-11:00am
The Analyst Outlook: What Every Executive Needs to Know

Economic uncertainty, accelerated consolidation, AI, and shifting customer expectations are reshaping the cloud communications landscape. In this discussion, our industry's leading analysts share their perspective on where the industry stands today and where it is heading over the next several years.

Hear what data reveals about growth opportunities, investment trends, market winners and challengers, emerging technologies, and the strategic decisions providers should be making now to remain competitive in a rapidly changing market.

Dino Di Palma
GTM D Consulting LLC
| Owner
Dmitry Netis
StoneX Group Inc.
| Managing Director, Co-Head of Technology M&A Advisory & Investment Banking
Matt Townend
Cavell
| Director
Catharine Trebnick
Rosenblatt Securities
| Managing Director
11:00am-11:10am
CallCorp Platinum Sponsor Spotlight
Jay Christensen
CallCorp
| VP of Global Business Development - Carriers
11:10am-11:55am
Lessons from the Industry's Biggest Transactions

The cloud communications industry continues to attract significant investment, acquisitions, and strategic partnerships. In this candid executive discussion, leaders involved in some of the market's most notable recent transactions share what happened behind the scenes, what drove their decisions, and the lessons learned throughout the process.

Whether you're considering an acquisition, seeking investment, planning an exit, or simply watching the market evolve, you'll gain firsthand insight from executives who have recently navigated the process.

Bret England
CallTower
| CEO
Justin Cooper
Alianza
| Chief Operating Officer
Brian Kornmann
Q Advisors
| Operating Partner
Jason Veldhuis
Intermedia
| CFO
11:55am – 12:00pm
Closing Comments
Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
12:00pm
Lunch and Ajournment

Ticket Registration

We have ticket options that fit every type of attendee. Check them out below!

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Dinner Ticket (Night One)

starting at $249

Access the world's leading cloud communications executives, analysts, investors, and innovators during an upscale dinner on night one of the Summit.

Register Here
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Education Day Ticket (Day 2)

starting at $499

Join us for a day full of interactive sessions featuring cloud communications' brightest minds during day two of the Summit.

Register Here
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Day 1 & Day 2 Package

starting at $599

Make the best use of your time in Beantown and find time for networking and education during our two day event.

Register Here

Cavell Summit North America

While you're in Boston, check out Cavell's meeting on the day of October 13.

Cavell NA Summit Image

Cavell Summit North America delivers a deep dive into the evolving US communications landscape, with a key focus on UCaaS and CCaaS opportunities.  This one-day event brings together the industry for a day of insight, strategy, and connection.

This meeting offers a high-impact agenda featuring keynotes, expert panels, roundtable discussion, and targeted networking.  Cavell's research team will share exclusive market data and analysis to help attendees make informed decisions and unlock growth opportunities.

CCA Financial Summit 2026

Meet Your Speakers

See below to learn more about our distinguished speaker lineup.

Brian Kornmann
Q Advisors
Operating Partner
Brian Kornmann joined Q Advisors in 2024 after spending the last 15 years working as a Managing Director with Thompson Street Capital Partners (TSCP), a private equity firm based in St. Louis, Missouri. During his time at TSCP Brian held roles in Financial Operations and as a Managing Director where he was directly responsible for implementing and overseeing financial control and operational procedures across all portfolio companies and working directly to support and close platform and add-on acquisitions, including the acquisition and subsequent recapitalization of BCM One, a large provider of managed communication services to over 30,000 clients across the world.
Jamie Hill
Zoom
Global Head of Phone Channel
Jamie has over 24 years of experience in the UC and Collaboration industry and currently leads the global UCaaS practice at Zoom. Having spent 20 years at Cisco, and 4 years at Zoom, Jamie is passionate about technology and dedicated to driving innovation and excellence in the field of Unified Communications.
Jay Christensen
CallCorp
VP of Global Business Development - Carriers
I am a senior sales and channel executive with 20+ years of experience building and scaling global partner ecosystems that drive revenue growth and market expansion for SaaS, IT, and technology companies. Throughout my career, I’ve transformed channel programs into major growth engines—whether by designing new MSP, VAR, and OEM models, negotiating complex global agreements, or leading high-performance sales teams.
Matt Townend
Cavell
Director
Matthew has always been involved in emerging technology markets, from the start of his career when he launched the first magazine about internet & then worked for the first major provider PIPEX, to more recently where he is seen as one of the thought leaders in the IP Comms and Cloud Communications Market.
Tom Belatti
Riata Captial
Principal
Mr. Belatti, Principal of RCG, provides deal execution and sector leadership to the Partners of the Firm. Mr. Belatti is primarily focused on the Firm’s investment activities in the business services and healthcare services sectors. Mr. Belatti previously served as a Senior Vice President at H.I.G. Capital in Boston where he provided analytical, execution, and monitoring support. Prior to RCG and H.I.G., Mr. Belatti worked for McCarthy Capital and BMO Capital Markets. He currently serves on the board of directors of COEO Solutions.
Justin Cooper
Alianza
Chief Operating Officer
Operator and growth leader focused on scaling organizations through clarity, culture, and disciplined execution.
Bret England
CallTower
CEO
Bret has more than 25 years of experience as a senior financial and operational manager and investor. Prior to CallTower, Bret worked in senior, domestic and international, financial and operational roles at Symantec, Informix, Alta Vista, Portal Software, NetManage and JDA Software.
Justin Cooper
Alianza
Chief Operating Officer
Operator and growth leader focused on scaling organizations through clarity, culture, and disciplined execution.
Catharine Trebnick
Rosenblatt Securities
Managing Director
Catharine understands technology, operations, and finance which gives her exceptional insight in discerning companies' opportunities, challenges, and risks.
Justin Garrison
BV Investment Partners
Managing Director
Justin joined the Firm as an Associate in October 2007. He is a member of the Firm’s Investment Committee. Previously, he was an Analyst in the investment banking division of Bear, Stearns & Co., Inc., and an Analyst at Archstone Consulting. Justin earned his B.A. in Economics from Middlebury College and his M.B.A. from the Tuck School of Business at Dartmouth.
Dmitry Netis
StoneX Group Inc.
Managing Director, Co-Head of Technology M&A Advisory & Investment Banking
25 years of combined investment banking, investment management, equity research, and operational experience in technology, media, telecom (TMT) sector.
Dino Di Palma
GTM D Consulting LLC
Owner
Dino Di Palma is owner of GTM D Consulting and a member of G-20 Ventures, which provides early traction capital for East Coast startups and provides expertise from 20 of the Northeast’s most accomplished entrepreneurs. Di Palma’s career spans decades in varying management and executive positions in the global business world.
Clark Peterson
CCA
Chairman
Clark has been successful in building national and global businesses in the software, wireline, wireless, Voice, Data, and Cloud industries and part of successful IPO's with three worldwide businesses.
Joe Marion
CCA
President
Focusing on helping technology resellers, communications, service providers and ITAD firms learn, grow and network with each other, worldwide.
Tyler Sipprelle
26North
Partner
Matthew Dennett
Court Square Capital Partners
Partner
Mr. Dennett joined the Firm in 2018. Prior to Court Square, Mr. Dennett focused on financial technology investments as a Vice President at GTCR, which he joined in 2015. Previously, he made healthcare investments at TA Associates and was in investment banking at Barclays Capital and Lehman Brothers.
Jason Veldhuis
Intermedia
CFO
Jason Veldhuis is responsible for all of Intermedia’s global financial functions, including the company’s accounting, financial planning and analysis, treasury, tax and corporate development functions. Veldhuis joined Intermedia in 2011 as part of the acquisition of the company by Oak Hill Capital Partners, taking on the role of Director of FP&A & Corporate Development. He was most recently VP of Corporate Development & Strategy. Prior to Intermedia, Veldhuis was an Associate at Oak Hill Capital Partners, responsible for investments in the technology sector.

Venue

See below to learn more about where we'll be meeting in 2026.

City Winery Boston

City Winery is Boston's premier winery, where the rustic appeal of wine country meets modern, urban amenities. Located in the heart of Boston, this venue offers world-class wine and elevated dining.

Day 1 of the CCA Financial Summit will kick-off at City Winery Boston for a networking reception and dinner.

Day 2 will continue the next morning with a full day of sessions and educational content.

 

 

2026 EVENT SPONSORS

PLATINUM SPONSORS

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Zoom Logo

DINNER SPONSOR

TaxConnex_logo-1

MEDIA PARTNERS

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ITchannelPRO logo minder hoog

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