Innovation Summit

September 25, 2017
Marriott Bethesda North Conference Center


The Wharton DC Summit has a rich history
of making things happen.

Whether you are a venture capitalist, a seasoned entrepreneur, an aspiring entrepreneur or are intellectually intrigued by innovation,
this is a must attend event.


Mega-technologies Blockchain, Artificial Intelligence and Internet of Things will be explored throughout the Summit and are
the focus of the marquee Apex Panel finale.

The digital transformation of business and specifics like big-data bike share, the autonomous car, precision medicine, drones, cyber security and much more will all be discussed.

And if your business is a startup, early-stage, or growth-stage company, you will meet leading angels and venture capitalists, as well as participate in discussions on crowdfunding. The Summit will empower you to improve your innovation ROI, brand value, talent engagement and bottom line.


Track 1: Urban Innovation / Inventropolis

Track 2: Healthcare Innovation

Track 3: Technology Advances and Challenges

Track 4: Funding Options, Ed Tech

Track 5: Government Innovation, IP, Social Impact

Track 6: Innovative Entrepreneurship


8:00am - 8:30am
Breakfast + Networking
Venue: Bethesda North Conference Center

8:30am - 8:45am
Opening Welcome + Program Highlights
Venue: Bethesda North Conference Center

8:45am - 9:15am
Opening Keynote
David Trone - Co-Founder & Owner, Total Wine & More
Venue: Bethesda North Conference Center

9:15am - 9:30am
Venue: Bethesda North Conference Center

9:30am - 10:45am
1.1. MOVE
- Bikes to Autonomous Vehicles (Urban)

Transportation is not what it used to be. The traditional business of selling cars and trucks, around the world all the automakers combined it’s about a $2.3 trillion business...but the overall transportation services — mass transit, ride hailing, ride-sharing — it’s a $5.4 trillion business. The University of Michigan is deploying autonomous shuttles. Car hails are partnering with Amtrak and bike share programs. On-demand transit may replace public transit (or not?). The implications of AI and IoT are already profound. What roll will blockchain play?

Once the experts complete their presentations, we will ask our experts about how their product/service fit within this $5.4 trillion space, and how they see the future.

Jeff Thomashow and Dr Christopher Hooton, PhD are moderators.

  • Rob McPherson, CEO, Baas Bikes
  • Holly Parker, BD, Noa Technologies
  • David Adelman, VP of BD, Via
  • Ilya Movshovich, Entrepreneur, Founder, Advisor
  • Patrick Halligan, Operations, Lyft
  • Barry Einsig, Global Automotive and Transportation Executive, Cisco
  • Katherine Foster, Executive Director, Blockchain Labs for Open Collaboration

9:30am - 10:45am
1.2. Bridging Gaps
- Getting ROI in Healthcare Cybersecurity (Healthcare)
Venue: Bethesda North Conference Center

Cybercrime is a $ 600 billion global problem, including $638 million ransomware losses, which increasingly surface in healthcare. Healthcare breaches in 2016 escalated by a factor of 125 over the number in 2015. We address the evolving list of key strategic DOs and DON’Ts (first) for internal threats. Then we discuss the planning needed for the much larger array of external threats (including ransomware). We address how to handle the minimum C-Level planning required, with a keen eye for the ROI.

  • Greg Cullison, COO, Big Sky Associates
  • Joseph Abrenio, Founder - CEO, CyberSquire LLC

9:30am - 10:45am
1.3. Drones and UAS
- Uniquely Innovative Solutions for Today and Tomorrow (General)
Venue: Bethesda North Conference Center

Drones are much more than fascinating flying machines. They are creators and managers of a whole range of new data and thus belong to the IoT, the Internet of Things. These experts will provide us with knowledge on how to use drones to bring new, better performing solutions to projects and to suggest new business and other activities. Our panel will provide perspectives on strategies to grow a UAS business, including penetrating global markets and showing how the emerging technologies offer new innovations and customer service possibilities. Whether providing advice on which technology to purchase, offering drones’ services in imagery, or focusing on UAS/drone facilitation of (remote) Sensing-as-a-Service (S2aaS) (an area where we are seeing some of the most investment and innovation), this expert panel will open a new vista in the world of drones and their business and economic potential.

  • David Bither, Managing Director, ForwardTrace, LLC
  • Joel Coulter, Director of Business Development, Honeycomb Networks, Inc.
  • Jordan Engel, President, Engel Imagery

9:30am - 10:45am
1.4. Advances in EdTech
- The Future of Learning, Training, and Employment (EdTech)
Venue: Bethesda North Conference Center

A group of innovative and cutting-edge EdTech executives and investors in the formal and corporate education space take the stage to discuss the latest trends and thought leadership in education technology, and how this affects the future of learning, training, and employment. Topics to be covered include learning analytics, predictive analysis, personalized education, integration of technologies, and what this all means for educators and students alike.

  • Laurent Balagué, Co-Founder and CEO, for Metris
  • Bruce Carlson, CTO, Lumous, LLC
  • Rosemarie Truman, Founder and CEO, The Center for Advancing Innovation

9:30am - 10:45am
1.5. Collaboration for Innovation
- Case Studies on Enabling Innovation (Government)
Venue: Bethesda North Conference Center

There are many examples of technologies that are deemed “the next great thing.” While it’s good to show and tell the latest and greatest, a key enabler of innovation is very often overlooked and is often the reason why innovation does NOT happen.

This fireside chat will feature two great examples of how government leaders found success with limited budgets and mounting challenges. They harnessed the power of relationships and collaboration to achieve results that would otherwise not be feasible. Their achievements and lessons learned will benefit leaders in any organization.

Tony Holladay will discuss with you his challenges as the Acting Chief for U.S. Customs and Border Patrol in the Blaine Sector, Washington. Tony’s mantra is: it's not about partnerships - it's about relationships. Listen to how Tony built and fostered relationships with organizations he otherwise would not have to accomplish his mission at CBP's Blaine sector that has its own set of unique challenges in law enforcement.

Joyce Hunter will tell you about how she helped create a CIO Council because all the agencies were making their own agreements with the vendors, not talking to each other and wasting taxpayer dollars. Joyce and her team were able to get a cloud policy in place, go from having 34 data sets on to 850, establish an IT Fellows program for up and coming managers/supervisors, get a number of enterprise agreements in place and get to 97% compliance on our cyber security efforts. A discussion on the benefits of collaboration, cooperation, and communication.

  • Joyce Hunter, CEO, Vulcan Enterprises LLC
  • Tony Holladay, Division Chief, U.S. Customs & Border Protection Service
  • Ali Qureshi, Managing Director, Surdak & Co (Moderator)

9:30am - 10:45am
1.6. University Centers for Entrepreneurship and Innovation
- A Powerful Platform for Building Companies

University centers designed to spur innovation have become just as creative as the entrepreneurs working within their walls. In the DMV, these centers for innovation play an important role in the local start-up ecosystem. Through their support of companies looking to secure funding and the education and infrastructure they provide, these universities serve as a base for students, faculty, and community members to grow their ideas into thriving businesses.

Hear from three of these university centers on the community impact of their work: University of Maryland’s Dingman Center for Entrepreneurship, George Washington University Office of Innovation and Entrepreneurship, and George Mason University’s Office of Entrepreneurship and Innovation. GWU’s Associate VP Jim Chung, GMU’s Associate VP Sean Mallon, and the Dingman Center’s Board Chair Liz Sara will delve into the unique role that university centers for entrepreneurship play for student and faculty entrepreneurs, and the broader entrepreneurial community, in a panel discussion moderated by Anthony Millin, Chair of the Shulman Rogers NEXT program.

  • Anthony Millin, Esq., Shulman Rogers (Moderator)
  • Jim Chung, George Washington University, Associate Vice President for Innovation and Entrepreneurship
  • Sean Mallon, George Mason University, Associate Vice President for Entrepreneurship and Innovation
  • Liz Sara, • University of Maryland, Chair of Dingman Center for Entrepreneurship Board of Advisors
10:45am - 11:00am
Venue: Bethesda North Conference Center

11:00am - 12:15pm
2.1. Connect
- The Street as an Urban Nervous System (Urban)
Venue: Bethesda North Conference Center

This panel will be a broad discussion on how to make money from different forms of connectivity. Following individual presentations, to get the conversation going, we will ask our experts on the relationship between transportation, energy and connectivity, specifically with respect to bike share and driverless cars. We will also go deep and ask our experts about the implication of broad connectivity on real estate values.

Jeff Thomashow and Dr Christopher Hooton, PhD are moderators.

  • Tim Meyer, Associate Partner, IBM
  • Starling Childs, CEO, Citiesense
  • David Gilford, Senior Director, Intersection
  • Laetitia Gazel Anthoine, CEO, Connecthings
  • Scott Kolber, CEO, Roadify
  • Joaquin Aviles-Lopez, CEO, i4sd

11:00am - 12:15pm
2.2. The VR Paradigm
- The Virtual Reality (VR) Paradigm in Healthcare - How does it work and what is its future?
Venue: Bethesda North Conference Center

As Virtual Reality (VR) shifts from gaming to medicine, how will it impact your life as a patient? VR simulates experience in ways that create new treatment options. So physicians, researchers and patients benefit in untold ways. First, VR simulations are now driving new health care outcomes. Join our experiential-and-practical look at a new paradigm in emerging healthcare practices with Dr. Susan Persky. She directs the Immersive Virtual Environment Testing Area (IVETA) at the National Human Genome Research Institute (at the National Institutes of Health). Dr. Persky showcases VR uses in research and treatment for patients and clinical sessions. She also addresses its applications in treating PTSD and phobia desensitization; plus rehabilitation for brain injury and patient training in autism. In medical schools, VR offers practical training on complex procedures and clinical conversations for med students. Join us to experience one part of the emerging medical paradigm.

  • Dr. Susan Persky, MD, Associate Investigator - IVETA Director, NIH

11:00am - 12:15pm
2.3. Blockchain
- Moving Beyond Hype to Reality (General)
Venue: Bethesda North Conference Center

Blockchain has been a dominant conversation topic in the tech world – often billed as the New Big Thing – the Internet of Trust. A significant force that will transform all industries is certainly getting top billing. We’ve heard this before as tech pundits salivate about the potential. Well, if you want to hear about people who are making things happen in this space, come listen to this panel of speakers who will describe actual use cases that are demonstrating the value of this technology NOW and how they will propel the new yet still nascent, programmable economy across all sectors.

  • Rachel Pipan, Senior Communications Officer, Bitfury Group Ltd
  • Ed Bukstel, CEO, Likely Medicine
  • Katherine Foster, Executive Director, Blockchain Labs for Open Collaboration
  • Ali Qureshi, Managing Director, Surdak & Co (Moderator)

11:00am - 12:15pm
2.4. Angel Investing Pitch Session
- (Funding)
Venue: Bethesda North Conference Center

Panel discussion with some of the region's leading angels. Learn who they are, how to find them, what they are looking for, "do's and don'ts" when pitching and negotiating, structuring the deal, and how to leverage them. Panel will be followed by a "rocket pitch" session by some of the most innovative early stage companies in the region.


  • S. Tien Wong (Moderator), Chairman, Tech2000 & Lore Systems
  • Gail Gilbert Ball, Founder & Managing Partner, Chestnut Street Ventures
  • Leslie Jump, Founder & CEO, Startup Angels
  • Joe Kessler, Managing Partner, Next-Stage Development Group
  • Kathryn Stewart, Managing Director, Cranbrook Capital
Pitching companies:
  • Sandi Garrett, Medimergent
  • Diana Liberto, WalkMyMind
  • Keesha Crosby, Tri-Guard Risk Solutions
  • Jonathan Cohen, 2020 GeneSystems
11:00am - 12:15pm
2.5. Acquisitions: Will the Government Buy my Innovative Products and Services?
- Government Innovation, IP, Social Impact (Government)
Venue: Bethesda North Conference Center

Technology changes fast, while the federal government struggles—and usually fails—to update its procurement policies to match. It's not a new problem, and it continues to be an ever-present challenge. If the way feds procure IT – spending some $80 billion each year, 80 percent of it to maintain legacy technology and old investments – does not change, industry and government acquisition experts fear a decline in the development of new IT solutions and innovations that could otherwise improve government. the government is at a crossroads in dealing with how it purchases IT. This panel of acquisition experts and thought leaders will share how they are instituting creative ways to bring new technologies (and companies) to enable the federal government’s mission and address the ways in which they are assisting both agencies and private sector companies with visibility and accessibility to tools and technologies that in the past could take years to procure. If you want to get your piece of the shrinking federal government pie, you need to be in this session.

  • Raza Latif, CEO, NuAxis (Moderator)
  • Avi Bender, Director, Department of Commerce, National Technical Information Service (NTIS)
  • Bill Zielinski, Deputy Assistant Commissioner, Category Management, GSA, Federal Acquisition Service, Information Technology Category (ITC)
  • Al Muñoz, 18F GSA, Federal Acquisition Service
  • G. Nagesh Rao, Chief Technologist and Geek-in-Residence, SBA

11:00am - 12:15pm
2.6. The ABC's of Design Thinking
- Learn a simple method to effective solutions. Live it. Experience it. Love it.
Venue: Bethesda North Conference Center

Design Thinking (DT), a decades-old framework, has finally gone mainstream. There are countless Institutions clamoring to know more: specifically, how to deploy this now proven way of approaching customer/human needs. DT is the new “religion” and is being touted as the ultimate solution for the product and service layers of a company.

Its potential is much greater, as has been experienced by Andres Jordan in his 15 + years journey applying its principles in corporate, consulting and startup roles. For DT to be most effective, its principles need to go beyond the product development functions and flow into the rest of the organization. In order to meet an organization’s goal, DT concepts and best practices need to be taught to all.

Andres Jordan will take us through a live case study intended to teach all the stages of the DT process experientially. The audience will participate via a live skit of an imaginary challenge to build a better backpack for a specific persona.

  • Andres Jordan, Chief Innovation Catalyst & Certified Design Thinker

12:15pm - 12:30pm
Venue: Bethesda North Conference Center

12:30pm - 1:30pm
Lunch and Keynote
Reggie Aggarwal - CEO and Founder, Cvent
Venue: Bethesda North Conference Center

1:30pm - 1:45pm
Venue: Bethesda North Conference Center

1:45pm - 3:00pm
3.1. Bike Wars!
- The Battle for a $5.4 Trillion Industry? (Urban)
Venue: Bethesda North Conference Center

Bike share is on fire these days. While the total US bike share fleet is not more than 50,000 bikes, a number of particularly Asian companies are deploying literally millions of bikes (called tsunami companies). Furthermore, many bike share firms are extremely well backed by leading VC and PE firms like Andreessen Horowitz, Hillhouse Capital, Sequoia and Tencent. In addition, Alibaba, Foxconn, Didi-Chuxing (ride hailing), WeChat are all joining in either as investors or strategic partners.

INVENTropolis believes that bike share right now is a textbook case of disruptive innovation. Not the buzzword, but actual theory. We believe that companies are flooding the market with lower quality product in order to acquire as large a customer base as possible. Once established, these companies will add features and improve quality to a point where the non-responsive incumbents will face existential risk. What makes this all the more exciting is that the added features in this case will evolve other innovative modes of transit and all the way to autonomous car-hails. We believe today's bike share is effectively the beginning of the battle for the $5.4 trillion transportation services market.

  • Philipp Meyer-Schmeling, CEO Noa Technologies
  • Paul DeMaio, MetroBike
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  • Ilya Movshovich, Former VP of US Operations, BlueGoGo
  • Sean Flood, CEO, Gotcha
  • Maggie Gendron, Strategic Development, LimeBike
  • Justin Ginsburgh, VP Business Development, Motivate
  • Ryan Rzepecki, CEO, Social Bicycles
  • Lee Jones, Director of Business Development, BCycle

1:45pm - 3:00pm
3.2. What's Your Digital Playbook for Aligning Those Facing Change?
- (Healthcare)
Venue: Bethesda North Conference Center

Innovation strategy is critical to every team working on digital transformation, and while many are hesitant to start the process, it’s actually a manageable one for pilot efforts and longer initiatives. One key Is to pay attention to the human dimension alongside the technology plan.This workshop offers hands-on exercises to launch your innovation-plan process. It guides you through the terrain and provides 1 “take-away” task you can evolve further at work -- while engaging with workshop colleagues (via feedback, ideas). In short, our 2-stage workshop launches at the Summit but translates into ongoing workplace initiatives.

  • Joyce Hunter, CEO, Vulcan Enterprises; Former Deputy CIO, Department of Agriculture
  • Ali Qureshi, Managing Director at Surdak & Company
  • Lee Dudka, Senior Advisor, SyTrue, Inc.

1:45pm - 3:00pm
3.3. The Cybersecurity Challenge in the Face of the Evolving Threat Landscape
- CCE Rockville, Mach37, MSS (General)
Venue: Bethesda North Conference Center

Is there a price to pay for cyber security? Does an effective defense against cyber-attacks hinder an organization’s effectiveness and stifle innovation and efficiency? Most firms’ defenses today are comprised of a variety of proprietary products and services from multiple vendors that tend not to play very well with each other. A new cyber defense is deployed only when it becomes an agency or corporate priority to do so. This situation is guaranteed to leave IT teams in a reactive, defensive posture as their organizations battle over budget priorities instead of anticipating and planning for the future. Attend this session to understand what Department of Homeland Security is doing to insure to help agencies stay ahead of the “bad guys” and see a demonstration of a tool that can calculate the potential financial risk for “doing nothing”.

  • Karen Evans, National Director, Cyber Security Challenge (Moderator)
  • Michael Hermus, Chief Technology Officer, Department of Homeland Security
  • Gregory Sanchez, Chief Technology Officer, General Dynamics Information Technology
  • Joshua Moses, Director, Cybersecurity Performance Management, The White House (Executive Office of the President of the United States)
  • Christian Beckner, Deputy Director, Center for Cyber Security and Homeland Security, George Washington University.
  • Dr. David Bray, Executive Director, People-Centered Internet Initiative

1:45pm - 3:00pm
3.4. Venture Capital Trends and Pitch Session
- (Funding)
Venue: Bethesda North Conference Center

Panel discussion with leading venture capital investors regarding the latest trends in early-stage financing and the VC industry, including the Series A "gap," deal terms, hot investment ideas, accessing VC, and how best to source and negotiate with VCs in this market. Panel will be followed by a "rocket pitch" session by some of the most innovative early stage companies in the region. Presenting companies will be announced April 30.


  • S. Tien Wong, Chairman, Tech2000 & Lore Systems
  • Randy Domolky, Co-Founder and Managing Director, Private Access Network
  • Mark Levine, General Partner, Core Capital Partners
  • Jennifer O'Daniel, Investment Director, CIT
Pitching companies:
  • John Holaday, DisposeRX
  • Mark Baldino, FireBot
  • Ola Sage, CybeRX
  • Lynda Peralta, Pocket Palette

1:45pm - 3:00pm
3.5. Social Impact Investing
- (Government)
Venue: Bethesda North Conference Center

According to the Global impact Investing Network, impact investing has seen robust growth, with assets under management having an 18% compounded annual growth rate from 2013 -2015. In addition, Motif Investing reports that there are estimates that the market for impact investing could grow to an impressive $3 trillion in size! So, what’s causing the growing interest in social impact investing?

This panel will focus upon the motivations for SRI (Socially Responsible Investing) and innovations in charitable and philanthropic giving. In particular, it will discuss new research on financial returns and long-term impact in private equity, and the future state of the field, from capital innovations in new issue areas and geographies to the next generation of metrics and measurement.

  • William Cunningham, Creative Investment Research
  • Clem Dinsmore, Potomac Financial Private Client Group

1:45pm - 3:00pm
3.6. Special Government Resources for Innovative Businesses

Huge Federal, state, and local resources are available to those in the know. These include:

  • Over $2.25 billion dollars annually through the Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs overseen by the Small Business Administration (SBA) for 11 Federal agencies.
  • SBA’s Office of Entrepreneurial Development (OED), which helped clients raise $8 Billion in capital and create 76,000 new businesses last year. Its programs include Small Business Development Centers (SBDC’s), Women’s Business Centers, SCORE, Emerging Leaders, Learning Center, and Regional Innovation Clusters. All provide counseling or training to help entrepreneurs through the life cycles of their businesses.
  • U.S. Department of Commerce’s Minority Business Development Agency (MBDA), which helps startups and other firms get funding and contracts, totaling billions of dollars each year in funding and contracts.
  • Special benefits to support the financing of cutting-edge technologies developed by small businesses are available through the state of Maryland and Montgomery County.
Attend this session to learn from key people how to get your share of the bounty. Moderator:
  • * Nagesh Rao, CTO & Sr. Policy Advisor, Office of Innovation & Technology, U.S. Small Business Administration (SBA)
  • Lori Gillen, Deputy Associate Administrator, Office of Entrepreneurial Development (OED), U.S. Small Business Administration
  • Carolyn Chen, Vice President of Business Development, SynAm Vaccine
  • Jennifer Rimbach, Business Development Specialist, Office of Business Development, Minority Business Development Agency, U.S. Dept. of Commerce
  • Jason Torrico, President & CEO, Latin é

3:00pm - 3:15pm
Venue: Bethesda North Conference Center

3:15pm - 4:30pm
4.1. Ideas for San Juan (Forum)
- Blockchain, Bike Share and other Innovation for a Resilient Future. (Urban)
Venue: Bethesda North Conference Center

The Bike Wars! panel will retake the stage, and be accompanied by additional urban and blockchain experts. We will look to develop an actionable way to help San Juan and other parts of Puerto Rico rebuild in a way that is more resilient than in the past. This will particularly look at a bike-share led urban mobility ecosystem. As a prep for the Summit-wide closing Apex Panel, we will also talk about the role that AI, Blockchian and IoT will have in the future. In addition to panelists on previous panels, Emmaleah Jones will be joining the discussion. Emmaleah is a recent graduate of William and Mary and her thesis was on resiliency in Indonesia.

3:15pm - 4:30pm
4.2. Precision Medicine Now + Next
- (Healthcare)
Venue: Bethesda North Conference Center

Mitochondrial issues exist at low level in most humans, and when they evolve – presenting as stomach issues or dysfunctions elsewhere -- they are maddeningly difficult to pinpoint and develop a treatment plan with which to address the medical distress. In this CASE STUDY, Dr. Marni Falk (Children’s Hospital of Philadelphia; Director, Mitochondrial Medicine Center) – offers a full overview of the challenges of precision medicine, then walks us thru her work and the community she’s building to raise awareness of this emerging arena.

  • Dr. Marni Falk, MD, Assoc. Professor (Human Genetics) Children’s Hospital of Philadelphia and UPenn’s Perelman School of Medicine; Director of the Mitochondrial Disease Center

3:15pm - 4:30pm
4.3.How IoT is Driving Innovation and Revolutionizing Our World
- (General)
Venue: Bethesda North Conference Center

This panel will primarily focus on how Communication Service Providers, Software Providers, and Distributors are driving innovation by enabling companies (SME to Fortune 500) with IoT Solutions. The audience of this session will be interested in gaining actionable insight on how they can integrate IoT into their initiatives: smart cities, governmental agencies, mobile security, supply chain, and distribution.

  • Charles Kriete, SVP Commercial Sales, TESSCO
  • Sridhar Ramachandran, VP - IoT Solutions, G+D Mobile Security, Inc.
  • Steve Brumer, Partner, 151 Advisors
  • Ashish Chona, SVP of IoT Software Solutions, ORBCOMM

3:15pm - 4:30pm
4.4. Crowdfunding Workshop
- (Funding)
Venue: Bethesda North Conference Center

For entrepreneurs whose companies need funding (and who doesn't?), the JOBS Act and crowdfunding seem like the magic answer to many capital-raising problems. Are these new securities laws and SEC regulations right for your company? And if so, how can your company utilize these groundbreaking capital-raising regulations safely, legally, effectively and affordably?

In this workshop, you will learn the nuts and bolts about Regulation A+ that allows companies to raise up to $50 million in a "Mini-IPO" online, with anyone (not just rich and well-connected folks) being allowed to invest. You will get a look at the new "equity crowdfunding" law, Reg CF or Title III of the JOBS Act, that went into effect on May 16, 2016 and allows start-ups to raise up to $1 million online through a "funding portal" that sells stock in your private company to the general public. You will also hear about "accredited investor crowdfunding," where your company can use online methods and marketing to raise money from wealthy investors through Section 506(c) - Title II of the JOBS Act. 

This practical workshop will be hosted by Kendall Almerico, whom Forbes called "one of the top JOBS Act and crowdfunding attorneys in the country." Kendall is not your typical lawyer. He is also a successful entrepreneur who has successfully made these laws work to raise millions of dollars for companies. Kendall operates the JOBS Act funding platform BankRoll and practices law with Almerico Law with office in Washington DC and Florida. Kendall will not only discuss the legal and financial aspects, but also the all-important marketing component of these laws and rules that will make or break your company's online funding campaign.

  • Kendall Almerico, Esq., Bank Roll

3:15pm - 4:30pm
4.5. IP-Driven Innovation: Patent Protection for the Modern Entrepreneur
- (IP)
Venue: Bethesda North Conference Center

Have you ever had one of those light bulb moments? Creative inventions fuel today’s economy and have made inventors billions of dollars. Without legal protection, however, copycats are able to freeload off the creativity and hard work of others.

Patent attorneys Jonathan Schlaifer, Esq., and Michael Pistoria, of Northstar IPLaw will discuss how patents will let you exploit your ideas to leverage (and protect) your ingenuity to maximize your reward, whether to obtain investment funding, license an invention, or launch your own venture.

  • Jonathan D. Schlaifer, Esq., Northstar IPLaw
  • Michael Pistorio, Esq., Northstar IPLaw

3:15pm - 4:30pm
4.6. Veterans' Entrepreneurial Journey
- (General)
Venue: Bethesda North Conference Center

Discussion of challenges and opportunities faced by veterans in their Entrepreneurship journey. Panel consists of representatives from each stage form startup, growth, exit and post exit participation and investment. Topics will include the unique strengths and challenges of investing in a veteran led startup and working with a veteran team. Will also touch on how veteran management strengths could be extended to other companies.

Michael Beirne, Principal, Vetted Capital; Serial Entrepreneur and founder of, U.S. Army (Moderator/Panelist)

Invited Panelists:

  • James McCartney, Principal Truvincio, U.S. Navy and U.S. Air Force
  • Rick Yost, Esq., CEO Sector 180, U.S. Army
  • Josh Karrasch, Owner, TheGunDude
  • Will Amos, Founder, VeteransList, U.S. Marine Corps
  • Nick Baucom, Two Marines Moving

4:30pm - 4:45pm
Venue: Bethesda North Conference Center

4:45pm - 6.00pm
Closing Keynote Panel: MEGATECH: Blockchain, AI and IoT
Venue: Bethesda North Conference Center

You hear the words everywhere: Internet of Things, Blockchain, Artificial Intelligence. Has the hype cycle bottomed out for them? What’s the trigger for integrating these technologies in ANY enterprise – including yours?

Come hear the highly anticipated apex event at the Wharton DC Innovation Summit on building your innovation playbook. Three of our key innovation leaders will cap off the day’s rich discussions. They’ll share critical ideas and preview how these new technologies make it tough to ignore any one (let alone all) of these. New and established organizations are adopting and increasingly relying on them. Join these “future-is-now” leaders -- Ed, AJ, and Steve. Gain new insights and get ready-to-use ideas for your work teams.

  • Ed Bukstel, CEO, Clinical Blockchain
  • AJ Jaghori, CEO, Solebrity
  • Steve Brumer, Partner, 151 Advisors, LLC
  • Ali Qureshi, Managing Director, Surdack & Company (Co-Moderator)
  • Tom Glendening, CEO, E3Think LLC (Co-Moderator)

6.00pm - 8:00pm
Venue: Bethesda North Conference Center


  • David_Trone_HeadShot

    David Trone

    WG'85, Co-Founder & Owner, Total Wine & More

    Reggie Aggarwal

    Reggie Aggarwal

    CEO and Founder, Cvent

David Trone
WG'85, Co-Founder & Owner, Total Wine & More
In the past two decades plus, David Trone has played a key role in building his business to a fast-growing category leader that had $2.5 Billion in sales last year. Join us at the Summit to learn how he has used innovation, entrepreneurship and more to succeed in an increasingly challenging business & legal environment.
  • David Trone has been involved in the beer retail business since 1984 and the wine and spirits business since 1991. David oversees Marketing, Purchasing, e-Commerce, Government and Community Affairs, Finance and IT. He and Robert have traveled the world, working with producers to bring Total Wine & More the best selection at the lowest prices.
  • David’s many community and philanthropic affiliations include Serving on the Wharton Graduate Executive Board, the Wharton Retail Advisory Board, the Wharton Entrepreneurial Advisory Board, Furman University Board of Trustees, The Bullis School Board of Trustees, Baltimore Symphony Orchestra Board of Trustees, American University Board of Trustees and the ACLU Private Sector & Educational Advisory Board on Reintegration.
  • David graduated magna cum laude, Phi Beta Kappa with a B.S. from Furman University in 1977, and received an M.B.A. from Wharton in 1985. He lives with his wife, June, and has four grown children. The oldest, Michelle, earned an M.B.A. from Wharton in 2016.
  • Brothers David Trone and Robert Trone founded Total Wine & More in 1991 as a small, independent store in Delaware. Total Wine grew steadily on the east coast through the 1990s, expanding west to California and Arizona in 2007. As they grew, the Trones brought in executives from other retailers such as BJ's, Zales, Bloomingdales, Toys R Us, and The Home Depot.
  • As of August 2016, Total Wine has more than 150 Wine Superstores in 21 states. It conducts online sales in 14 states that allow online alcohol sales. Each store carries approximately 8,000 types of wines from around the world, 3,000 types of spirits (where permitted by law), and also offer about 2,500 beers, accessories, gifts, and cigars. Total Wine is adding 20 stores per year and has achieved $2.5 billion in retail sales for 2016.
  • Total Wine employs about 5,000, including 500 employees at their corporate headquarters in Bethesda, Maryland and 800 wine specialists. The company provides in-house publications to customers, including Total Wine & More's Guide to Wine, Total Guide to Beer, Guide to Spirits, a quarterly Buying Guide, and a quarterly newsletter called The Wine Advisor.
  • Since its founding, Total Wine has given millions of dollars in financial and in-kind donations to a range of nonprofits. In 2015, Total Wine donated more than $6 million to 7,000+ local charities in 18 states. In 2014, Total Wine & More received the prestigious Market Watch Award for Community Service, the nation's leading beverage alcohol industry publication. Wine Spectator editor Marvin Shanken said, "The level of time, energy and financial resources that David and Robert Trone have devoted to community service is truly remarkable."
Reggie Aggarwal
Reggie Aggarwal
CEO and Founder, Cvent
Reggie Aggarwal Reggie Aggarwal is the Founder and CEO of Cvent, the market leader in event management software. Reggie founded Cvent in 1999 as a two-person startup, and today the company has 2700+ employees and more than 200,000 users around the globe. Cvent’s software has been used to power over 1 million business meetings and events across 25,000 organizations. In 2013, Cvent became a publicly traded company (NYSE: CVT). At the end of 2016, the company went private in a $1.65B acquisition by Vista Equity Partners.

Reggie was named CEO of the Year and the most admired CEO by the Washington Business Journal, Entrepreneur of the Year for the Washington, DC area by Ernst & Young, and a rising star by Forbes Magazine. Cvent has also been named a Best Place to Work by the Washington Business Journal and the Washington Post.

Reggie has been featured in over 100 articles in publications such as Forbes, The Wall Street Journal, The New York Times, Business Week and USA Today and has appeared on CNBC, ABC News and CBS News. Reggie is also on the Board of Directors of Marketo, the global leader in marketing automation.

2017 Contact

Contact Details

Venue Address

Bethesda North Conference
Center & Marriott Hotel
5901 Marinelli Road
North Bethesda, MD 20852 USA