CCA Financial Summit

Back by popular demand, the CCA Financial Summit is a unique, intimate event focused exclusively on finance for cloud communications companies.

October 7-8, 2025 | Washington, D.C.
Early Bird Rates expire on August 11
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The CCA Financial Summit Experience

October 7, 2025 | 7:00pm - 10:00pm

Following the Cavell Summit North America, join the CCA for our Welcome Dinner and Reception.

October 8, 2025 | 7:30am - 1:00pm
Join the CCA Financial Summit with breakfast, financial summit, and lunch at The Willard InterContinental.

What You'll Learn

  • 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
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The Willard InterContinental

 

Just steps from the White House, The Willard has hosted U.S. presidents, foreign dignitaries, and global leaders for over 200 years. Now it’s your turn to step inside and join an elite group of communications executives and financial experts for two days of impactful discussion and high-level networking.

 

1401 Pennsylvania Ave NW, Washington, DC 20004

Willard Hotel

Join us in Washington, D.C.

Agenda

October 7, 2025

Day One

7:00pm
Welcome Dinner Reception
Location: Willard Hotel, Washington, DC
October 8, 2025

Day Two

8:00 am - 8:45 am
Congressional Fundraising Breakfast
Details coming soon!
8:00 am - 8:45 am
General Breakfast
A Continental Breakfast 
9:00 am - 9:05 am
Welcome to the CCA Financial Summit 2025
Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
9:05 am - 9:20 am
Congressman TBA
9:20 am - 10:00 am
The Effect of Over-Reaching Regulations in Telecom on M&A and Valuations
This session explores how over-reaching government regulations in the telecommunications industry are impacting M&A activity and company valuations. Industry experts will discuss the legal, financial, and operational consequences of regulatory hurdles, and how they are reshaping investment strategies, deal structures, and long-term growth potential in the telecom sector.
Michael Quinn
Q Advisors
| Founding Partner
Jonathan Marashlian
Marashlian & Donahue, PLLC
| Managing Partner
10:00 am - 10:15 am
Zoom | Gold Sponsor Keynote
Jamie Hill
Zoom
| Global Head of Phone
10:15 am - 10:30 am
Break
10:30 am - 11:15 am
AI's Impact on Valuations | Analyst Panel
Catharine Trebnick
Rosenblatt Securities
| Managing Director
Dmitry Netis
Benchmark Company
| Managing Director
Matt Townend
Cavell
| Director
Irwin Lazar
Metrigy
| President & Principal Analyst
11:15 am - 12:00 pm
Monetizing AI Agents
Jamie Hill
Zoom
| Global Head of Phone
12:00 pm - 12:25 pm
Best Practices | Open Discussion
Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
12:25 pm - 12:30 pm
Closing Statements
Clark Peterson
CCA
| Chairman
Joe Marion
CCA
| President
12:30 pm - 1:00 pm
Networking Lunch
Sit down and enjoy one last meal before saying goodbye to some of the industry's leading analysts, financial advisors, and executives.

2025 Sponsors

Zoom Gold Sponsor Logo
Brand Lockup_Off-Black_Cavell
 
Please contact Joe Marion to sponsor the CCA Financial Summit 2025.

Meet Your Speakers

See below to learn more about our distinguished speaker lineup.

Clark Peterson
CCA
Chairman
Joe Marion
CCA
President
Matt Townend
Cavell
Director
Catharine Trebnick
Rosenblatt Securities
Managing Director
Dmitry Netis
Benchmark Company
Managing Director
Jamie Hill
Zoom
Global Head of Phone
Jason Gilligan
Zoom
Head of Zoom Strategic Business Development
Irwin Lazar
Metrigy
President & Principal Analyst

Join the Cavell Summit North America

Experience the Cavell Summit North America right before our event, on October 7th:

This 1-day event consists of keynotes, panels, networking opportunities, and roundtable discussions from industry leading providers and led by Cavell’s research team who will be sharing their latest insights on the market.

Note: Registration for Cavell events are separate from the CCA Financial Summit at The Willard InterContinental. Separate tickets are required.

Cavell Summit North America Logo

Book Your Tickets

Secure your spot before prices increase on August 11th!

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CCA Member (Dinner ONLY)

$450.50

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Non-Member (Dinner ONLY)

$821.50

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Member (Dinner & Meeting)

$556.50

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Non-Member (Dinner & Meeting)

$1086.50

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Buy Your Ticket

Tickets will be available soon...

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Member Ticket

Coming soon...

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Non-member Ticket

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Thank you to our event sponsors!

Sponsor Logos will go here

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