CCA Financial Summit 2026 Logo
October 13 - 14 | Boston, Massachussetts
Secure Your Early Bird Rate Before August 14!

What is the Financial Summit?

The Cloud Communications Financial Summit is the Cloud Communications Alliance's premier finance-focused event, bringing together cloud communications executives, investors, analysts, advisors, and industry experts for strategic discussions on the business forces shaping our industry. Topics include M&A activity, valuation trends, capital markets, artificial intelligence, regulation, operational efficiency, and growth strategies.
 
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 in collaboration with our Board of Directors 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 & Breakast
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
Jordan Rupar
Q Advisors
| Managing Director
9:10am – 9:45am
Inside the Investment Thesis 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
Principal
| Riata Capital
9:45am – 9:55am
Zoom Platinum Sponsor Spotlight
Jamie Hill
Zoom
| Global Head of Phone Channel
9:55am-10:40am
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
True North Advisory
| Managing Partner
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
Elka Popova
Frost & Sullivan
| Vice President and Senior Fellow
10:40am-10:50am
CallCorp Platinum Sponsor Spotlight
Jay Christensen
CallCorp
| VP of Global Business Development - Carriers
10:50am-11:55am
Inside the Deal: 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.

Brian Beutler
Alianza
| CEO
Bret England
CallTower
| CEO
Justin Cooper
Chief Operating Officer
| Alianza
11:55am – 12:00pm
Closing Comments
Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
12:00pm
Lunch and Ajournment
CCA Financial Summit 2026

Meet Your Speakers

See below to learn more about our distinguished speaker lineup.

Jordan Rupar
Q Advisors
Managing Director
Jordan joined Q Advisors in 2012. During this time, she has executed numerous mergers and acquisitions, equity financings and strategic advisory assignments for clients across the TMT industries with a deep focus on cloud communications, software and technology, digital infrastructure (fiber, towers, etc.) and other emerging growth sectors.
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
Principal
Riata Capital
Brian Beutler
Alianza
CEO
CEO and Co-Founder, Brian is passionate about empowering service providers with the world’s best cloud communications platform and connecting people in new and innovative ways. Brian’s entire career has been spent building communications technology companies.
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
Chief Operating Officer
Alianza
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.
Elka Popova
Frost & Sullivan
Vice President and Senior Fellow
Experienced communication technology analyst with an in-depth understanding of market trends and competitive dynamics. Interested in projects involving product potential assessment, competitive benchmarking and business strategy analysis.
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
True North Advisory
Managing Partner
Dino Di Palma is Managing Partner with True North Advisory 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.

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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