CCA Financial Summit 2026 Logo
October 13 - 14 | Boston, Massachussetts

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!
October 13, 2026

Day One

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

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
8:30am – 8:35am
Welcome to Cloud Communications Financial Summit 2026
8:35am – 9:15am
Valuations, Capital, and Growth: What Every Cloud Provider Should Know
9:15am – 10:00am
TBA
10:00am – 10:10am
Zoom Platinum Sponsor Spotlight
10:10am – 10:55am
Analyst Panel & Discussion
10:55am – 11:05am
CallCorp Platinum Sponsor Spotlight
11:05am – 11:50am
TBA
11:50am – 12:00pm
Closing Comments
12:00pm
Lunch and Ajournment
CCA Financial Summit 2026
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.
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.
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.

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.

 

 


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