CCA Financial Summit 26

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.

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

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

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

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.

Bret England

CallTower

| CEO

Justin Cooper

Chief Operating Officer

| Alianza

11:55am – 12:00pm

Closing Comments