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Re>Think - 2015 Billing Innovators Summit EAST


Join us at Re>Think – The 2015 Billing Innovators Summit EAST for a day of learning, interaction, strategic and practical insights into the next generation of ERP, billing and financial systems.


When: October 22nd 2015 8:30AM - 5:00PM

Where: The New York Academy of Sciences, 7 World Trade Center, 40th Floor, 250 Greenwich Street, New York, NY 10007

Follow the conference on Twitter: #BillingSummit  #ReThinkBilling 


As the only independent industry conference focused on core billing and financial systems, Re>Think – The 2015 Billing Innovators Summit EAST is a must-attend event for senior finance and IT professionals, business leaders and media interested in 21st century solutions to the increasingly complex monetization, pricing strategies, finance and billing challenges of today. 

Our research indicates that by 2020 monetization tools, technologoies and platforms will become key elements of an enterprise systems portfolio.  The time is now to challenge, rethink, and innovate pricing strategies, configure-price-quote (CPQ) approaches, billing and monetization, revenue recognition, and, yes, even core financials. 


  • DEB: Becoming A Digitally Enhanced Business. Based on their work with Fortune 100 enterprises and digitally native growth companies, IT industry veterans Bruce Rogow and Bill Kelvie are writing the book on what it takes to digitally transform a business. Their groundbreaking and detailed analysis will be premiered at Re>Think. In prior lives Bruce and Bill were partners at Nolan, Norton, the original business/IT strategy consultancy. Bruce Rogow became Chief of Research at Gartner in the late 80s/90s and now he advises F250 CEOs on IT strategy. Bill Kelvie was CIO of Fannie Mae, and built the engine that processes $1T (trillion) in mortgages annually.
  • The Usage Economy: LogiSense CEO Flavio Gomes on the product management, finance, and billing needs of M2M, IoT and the Usage Economy
  • Agile Monetization Platforms (AMP): During the MGI Research Monetization Scenario Presentation we will be introducing the concept of AMP
  • Monetizing the Industrial IoT: Ed Schriger, Vice-President at Warburg Pincus-backed International Assets will discuss IoT and how they are re-thinking monetization within the shipping industry supply chain
  • Investor View: Raymond James equity analyst Terry Tillman will share how investors are currently viewing the technology sectors and cloud software companies in particular.
  • Monetizing New Business Models : IoT, DEBs, and more: Aria Systems CTO and IoT visionary Brendan O’Brien on the opportunities and challenges of new revenue models.
  • Journey to the Cloud – Re-platforming an Established Business: Kaplan exec Frank Jones will review a business case of transforming a category leader into a cloud-based business.
  • Convergence: NetSuite executive William Schonbrun will talk about the future of revenue management, billing, CPQ, and enterprise systems.
  • Revenue Recognition: This intersection of finance and technology is becoming the new nexus of billing, revenue accounting, and financial reporting. goTransverse CBO Mike Murphy will share his deep insights on revenue recognition challenges and the implications on tech companies moving to converged GAAP/IFRS accounting
  • Monetization: Putting it All Together: This MGI Research presentation will share practical insights on how companies can make AMP a reality - from defining critical needs to pricing and product strategies to tool and supplier selection and implementation. MGI Research will also release its latest ratings MGI 360 Ratings on key billing, finance, and CPQ vendors.

The conference will close with a networking cocktail reception.

Re>Think - The 2015 Billing Innovators Summit EAST will deliver high quality, actionable insights to help business and IT executives understand the risks, rewards, and opportunities associated with finance and billing projects today, as well as help identify the market leading solutions.

The full-day program also affords numerous opportunities for interaction and networking and concludes with an evening cocktail reception.

Space is limited, RSVP today!



Bruce Rogow


IT Odyssey & Advisory 

Bruce is a private counselor for Boards, CEOs and CIOs related to the management of information technology. His private, independent counselor and research practices are based on over 120 face-to-face annual Odyssey visits with senior executives involved in the management of IT. His recent focus has been on what legacy businesses can do to increase their success with digital business enhancement. In the 1990’s, he served as a Gartner Executive Fellow. Previously, he was Executive Vice President, Global Head of Research for Gartner. Prior to Gartner, Brice held senior executive and research roles with Nolan Norton and IBM.



Bill Kelvie


IT Odyssey & Advisory

Bill Kelvie has had a distinguished career in information technology as a management consultant, CIO, entrepreneur, and advisor. He was the Chairman and Founder, Overture Technologies (2000 to 2011) - a firm that provided advanced technology to address complex financial decisions such as approving a mortgage loan or paying for college. From 1990 to 2000 Bill served as the Executive Vice President and Chief Information Officer, Fannie Mae. Bill has a master’s degree from Trinity College and a bachelor’s degree from Tufts University.


Flavio Gomes

Flavio Gomes is the CEO of LogiSense. In this role, Flavio is focused on guiding the company to deliver real-time usage rating and billing solutions to the telecommunications, machine-to-machine, unified communications and enterprise service provider marketplace. Flavio is a serial entrepreneur with over 15 years of business building experience who understands the critical role accurate, real-time usage rating plays in the modern service provider’s ability to monetize offerings, maximize revenue and control costs in the Usage Economy: The dynamic convergence of subscription- and usage-based billing models, allowing service providers to monetize in real-time any triggered event in the connected world to gain significant competitive advantages.



Ed Schriger


Ed Schriger is the Vice-President, Product Management at International Asset Systems (IAS) Ed Schriger leads the product management organization at IAS; responsible for roadmap, release scope and customer implementation. Mr. Schriger led the development, delivery and rollout of the IAS ChassisManager service, an event tracking and day-lease billing service used by leading chassis pool operators in North America. He was also responsible for managing the delivery of IAS Dispatch Mobile, IAS’ mobile application for on-site driver event reporting and proof-of-delivery capture. Mr. Schriger also has an extensive background in enterprise software delivery, software-as-service, mobile applications, analytics, and executive information systems within the supply chain and logistics vertical. He holds a BS from Haas School of Business, University of California at Berkeley.


Brendan O'Brien


Brendan O'Brien is Chief Evangelist and a Co-founder at Aria Systems. In 2002 he introduced the world to cloud billing, and innovated database-driven, enterprise-grade web applications - before the concept of “cloud” was even on the horizon. The original product architecture he designed for Aria in 2002 was the culmination of that experience; it’s an infinitely flexible and scalable recurring revenue management solution that can be adapted to any industry or vertical. Trained as a professional stage actor and classical tenor, in the mid ‘90s Brendan realized coding paid better; his love of music’s reflected in the company’s name, and his continuing contributions to Philadelphia’s Academy of Music, the Walnut Street Theater, and the Academy of Vocal Arts.


Terry Tillman

Terry Tillman is a Managing Director of Raymond James Financilal. Terry joined Raymond James Equity Research in 2008 as a senior analyst focused on application software, including the software-as-a-service (SaaS) market. Prior to joining Raymond James, Mr. Tillman covered both applications and infrastructure software at SunTrust Robinson Humphrey for more than three years. Previously, he worked in equity research at Schwab SoundView and Banc of America Securities covering a variety of segments of enterprise software after starting his career in investment banking at Banc of America Securities. Mr. Tillman graduated from the University of Louisville with a bachelor’s degree in finance. Currently his coverage universe includes 25 application software stocks across a wide variety of horizon and vertical market areas and broad ranging market caps.


Frank Jones

Frank Jones is the Executive Director of Operations at Kaplan Test Prep, the global leader in the test prep industry with over 3 million students and 3,000 classroom locations worldwide. At Kaplan, Frank leads management of day-to-day operational policies and objectives. Frank has direct responsibility for maintaining operational readiness and compliance for key elements of the current suite of business critical systems and evaluation of new financial systems solutions. Frank has recently been involved in implementation of several SOX and PCI compliance initiatives and has spearheaded the modernization and reorganization of several key financial systems.


Bob Feghali


Bob Feghali is a billing industry expert with deep knowledge spanning both technology and business areas. Between 2009 and 2014 while at Pitney Bowes, Bob Feghali has been integrally involved in the launch of a series of digital products focused on serving the communications, marketing and growth needs for small businesses and consumers globally. Prior to joining Pitney Bowes, Bob served as the CIO at SpaFinder where he led key business initiatives and deployment of new ecommerce platforms. Prior to SpaFinder, Bob served as the vice president of business development and the CIO for the American National Standards Institute (ANSI) leading re-engineering efforts and building e-commerce operations, positioning it as a key provider for code, standards, and regulations. While at ANSI, Bob launched the first search engine for standards in 1997 and the first online store with a self-serve and subscription model. During his 11 years at ANSI, Bob was also a member of the Information Technology Strategy Implementation Group of the International Organization for Standardization (ISO), and chaired the group from 2002-2006.


Mike Murphy


Mike Murphy is the Chief Business Officer of goTransverse. He is a finance executive with 20-years of experience in managing the back office to drive global revenue. Most recently, he was the Vice President of Finance and Operations for Genesys, a large enterprise software company, where he led the transition to the subscription economy. Prior to that, he served as the Chief Financial Officer of the Americas Enterprise Business Unit for Alcatel-Lucent. Murphy will be responsible for goTransverse’s finance and revenue streams as well as helping customers bring new lines of business to market.

William Schonbrun



William Schonbrun is the Chief Customer Officer of Monexa. William has over 20 years in technology, management consulting and marketing services. At Monexa, William has overall responsibility for all customer-facing activities including sales, marketing, channels and professional services. William started his career over 20 years ago focusing on ERP at the management-consulting firm BDO Seidman; then spent time in senior roles with Delano Technology Corporation, Antarctica Systems, Inc. a Business Intelligence firm founded by Tim Bray, the co-author of XML. Prior to Monexa, William served as the EVP of Global Client Development at Blast Radius, a strategic digital marketing agency, now wholly owned by WPP. While at Blast, William was responsible for securing global brands and leading the customer engagements with key, global brands like Yahoo!, Apple and United Airlines.


Andrew Dailey


Andrew Dailey is a Managing Director of MGI Research. Mr. Dailey has over twenty years of diversified technology and financial services experience. Prior to MGI Research, Dailey was a partner at the Jetstream Group, a management consulting firm advising Fortune 500 CIOs on software procurement negotiations, enterprise applications strategies and outsourcing/offshoring strategies. In this role, Mr. Dailey advised clients such as British Petroleum, Applied Materials, JPMorgan Chase, McDonald's, McKesson, Nissan, Sun Microsystems, and Tetra Pak. Prior to that, Mr. Dailey was the Senior Vice President of Marketing for Baan Company. Mr. Dailey spent eight years at Gartner Group, where he co-founded the Software Asset Management practice, and launched the ERP and supply chain management advisory businesses in Europe. Mr. Dailey is the author of numerous industry research papers and has lectured at the University of Chicago Graduate School of Business, UCLA's Anderson School of Management, and The Charles University, Prague. Mr. Dailey is currently the Lead Director for Project Bandaloop, a San Francisco-based aerial dance company. A four-time NCAA All-American in tennis, Mr. Dailey holds a BA degree from Swarthmore College.


Igor Stenmark



Igor Stenmark is a Managing Director of MGI Research. Mr. Stenmark's background encompasses nearly 30 years in entrepreneurial, strategic, investment and executive roles in the technology industry. Prior to co-founding MGI Research, Igor was in private practice as a strategist and counsel advising technology industry investors and executives, helping enter new markets, optimize positioning, create value and achieve liquidity. Between 1992 and 2001 Mr. Stenmark served as the Head of Gartner's Enterprise Systems Research Group. Prior to Gartner, Mr. Stenmark was the co-founder of Spectrum Concepts Software (acquired by Legent/CA) where he led held key executive positions in product development, corporate development, international sales and marketing. During the mid-80s, Mr. Stenmark worked as a communications software consultant in the energy industry and acted as a lead developer and project manager of several international projects at Mobil (now ExxonMobil). Mr. Stenmark holds Bachelor degrees in Electrical Engineering and Computer Science from Cooper Union School of Engineering and New York University respectively.


Jim Mendelson



Jim Mendelson is a Managing Director of MGI Research. Prior to co-founding MGI Research with Messrs. Stenmark and Dailey, Jim was a leading Wall Street enterprise software analyst. Starting out on Wall Street in the late 1970s, Jim has covered a broad range of software companies in a variety of different information technology sectors. Jim was the lead enterprise software analyst at firms such as Morgan Stanley, Soundview Technology Group, Charles Schwab and Lazard. During his career as an analyst on Wall Street, Jim was highly ranked by Institutional Investor, as well as by Reuters and Greenwich Research polls. Jim has a Bachelor’s Degree in Economics and English from Bucknell University, and an MBA in Finance from New York University.


Re>Think - 2015 Billing Innovators Summit EAST Agenda


  • Learn how the new agile billing and finance technologies and strategies are powering growth, helping companies cut time-to-revenue, gain market share and generate value
  • Receive detailed MGI 360 Ratings on major finance and billing vendors
  • Get the latest on pricing innovations and discover new approaches to using pricing to increase customer retention and grow market share· 
  • Hear unfiltered interviews with CEOs of leading vendors as they present their vision of the future
  • Gain peer insights into the risks, rewards,and realities of implementing and managing next generation billing and finance solutions
  • Network with peers, industry analysts, CEOs, CFOs, technology suppliers and institutional investors


Many critical ERP and finance applications have not significantly changed in years. And yet, never before has there been so much change happening in and around these core environments. Never before has the pace of change been so rapid.

  • Can your ERP, billing and financial systems evolve at the speed of 2015 or are they stuck in the 1990s?
  • Do you have the right financial systems to launch new digital business models?
  • Are you falling behind competition that offers more flexible pricing models?
  • Is your current billing solution an obstacle to growth?

A sophisticated and flexible billing capability has emerged as a key, must-have building block of modern technology-enabled enterprise – one that directly impacts time-to-revenue.

Key issues addressed at this conference include:

  • How are best-in-class companies automating billing and other core finance processes?
  • Will incumbent ERP systems evolve to provide agile billing?
  • What will be the role of the e-commerce platform suppliers?
  • What are the pros and cons of investing into best-of-breed billing solution?
  • What are the practical strategies for automating the new revenue recognition requirements?
  • Who are the emerging leaders in agile billing?
  • Incumbent vs. New Billing Software Suppliers
  • Build vs. Buy?
  • Cloud vs. On-Premise?
  • One vs. Many Solutions?
  • How do different suppliers of billing solutions compare and which can fit a particular use case?
  • What are the best practices to make agile billing a success?



The New York Academy of Sciences (NYAS) is a membership organization with 20,000+ Members in 100 countries.  Throughout its near 200 year history (since 1817) the Academy's Membership has featured leaders in science, business, academia, and government, including U.S. Presidents Jefferson and Monroe, Thomas Edison, Louis Pasteur, Charles Darwin, Margaret Mead, and Albert Einstein. NYAS Board of Governors and President's Council include 27 Nobel laureates and other prominent leaders of academia and industry, based in New York and around the world. The conference will be held at the Academy new state-of-the-art facility, located on the 40th floor of 7 World Trade Center featuring breathtaking views of the New York City skyline.


The conference is organized and hosted by MGI Research - an independent analyst firm focused on disruptive trends in the technology industry and well known for its in-depth coverage of billing systems solutions. MGI Research provides business executives and technology users with comprehensive research and supplier ratings, enabling organizations to make timely, informed strategic, purchasing and implementation decisions.



MGI Research Billing and Monetization Software Universe

The financial applications software industry and the billing solutions space specifically is undergoing a fundamental shift as a new generation of vendors takes advantage of contemporary technologies and threatens to displace aging legacy solutions. With hundreds of interactions with users, a rigorous research methodology, MGI 360 Ratings and analysis of over 35 vendors MGI Research is uniquely positioned to help users; vendors and investors make more informed decisions.

Vendors under coverage (partial list):

  • Amdocs
  • AppDirect
  • Apttus
  • Aria Systems
  • AsiaInfo-Linkage
  • Avangate
  • Chargify
  • ChickPea
  • Cleverbridge
  • CloudSense
  • Comverse
  • CSGI
  • Cycle30
  • Matrixx
  • Digital River
  • Ensim
  • Ericsson
  • FuseBill
  • Magnaquest
  • MetraTech (Ericsson)
  • Monexa
  • NetCracker
  • NetSuite
  • Oracle
  • Leeyo
  • Recurly
  • RedKnee
  • RevChain
  • RevStream
  • SAP
  • TechnoTree
  • goTransverse
  • Vindicia
  • Zuora