Wharton DC Innovation Summit

4th Annual

Monday, September 25, 2017 - 8AM to 8PM

Bethesda North Conference Center & Marriott Hotel

5901 Marinelli Road

North Bethesda, MD 20852 USA

Innovate. Create. Connect. The Wharton DC Summit has a rich history of making things happen. Whether you are a seasoned entrepreneur, an aspiring entrepreneur or are intellectually intrigued by innovation, the Wharton DC Summit on September 25th is a must attend event. Click here to register! 

Or CLICK HERE to see the latest schedule and information about the keynotes, sessions and speakers!

Six Action-Packed Tracks

Go To Track 1: Urban Innovation (Inventropolis)

Go To Track 2: Healthcare Innovation

Go To Track 3: Technology Advances and Challenges

Go To Track 4: Funding Options + EdTech

Go To Track 5: Government Innovation, IP, Social Impact

Track 6: Innovative Entrepreneurship

Track 1 - Urban Innovation (Inventropolis)

09:30 – 10:45
Society’s lifeblood; affecting how we live, work and play.
The 100-year old US power grid hasn’t changed much, nor have regulations. Carbon-laden fuels like coal have climate implications and cause health-threatening pollution...so much so that Bill Gates is driving an effort to bring nuclear to China. Then there is the cost of energy… To kick off our discussion will be an overview of distributed, micro urban powerplants and how these can be used in both developed and developing markets.  
> Josh Yu, UrbanLabs
> Joaquin Aviles-Lopez, i4sd
> Elena Christopoulos, Santa Monica
> Nick Davis, GridMarket LLC (Invited)
> Asim Hussain, Bloom Energy (Invited)

11:00 – 12:15
Bikes to Driverless Cars, Cities on the Move.
Ford's CEO Mark Fields sums it up from the private sector perspective: When you look at the traditional business of selling cars and trucks, around the world all the automakers combined it’s about a $2.3 trillion business...If you open that lens up to transportation services — mass transit, ride hailing, ride-sharing [and] those kinds of things — it’s a $5.4 trillion business. We, as well as our competitors, get zero of that [business] today. We will start our conversation by asking our experts about how their product/service fit within this $5.4 trillion space.
> Patrick Halligan, Lyft
> Holly Parker, Noa Technologies
01.45 – 03:00
A Dynamic, Urban Nervous System.
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.
> Tim Meyer, IBM
> Starling Childs, Citiesense
> Laetitia Gazel Anthoine, Connecthings
> Scott Kolber, Roadify
> David Gilford, Intersection

03:15 – 04:30
Bike Wars!
Gateway to a $5.4 Trillion Industry?
Over the past six months, numerous, extremely well financed, Chinese companies have been flooding cities with a slim smart-bike. BlueGoGo was rumored to be deploying 20,000 bikes in the San Francisco market - which already has 700 conventional bike share bikes. These companies seem to be following classic disruptive theory where they enter the low end of the transportation market and overtime improve their product/service to garner the middle and ultimately typically more profitable high end of the $5.4 trillion transportation services market. We will ask our experts about the implications of this Chinese tsunami on bike share and biking in general (conventional and electric).
> Philipp Meyer-Schmeling, CEO, Noa Technologies
> Paul DeMaio, MetroBike
> Derrick Ko, CEO, Spin
> Ye Sun, COO, BlueGoGo
> Sebastian Schlebusch, Nextbike (tentative)
> Caen Contee, LimeBike
> Jacob DoctoroffMotivate
> Davis Wang, CEO Mobike (Invited)
Bike Wars! will be co-moderated by the Godfather of US Bike Share, Russell Meddin, and E3Think/Inventropolis' Tom Glendening. Easy reading material from Knowledge@Wharton.


Video from an earlier Inventropolis Think/Do Tank


Track 2 - Healthcare Innovation


09:30 – 10:45
Healthcare and Cybersecurity:
How to Maintain ROI in a Rapidly Escalating Threat Environment. 
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, CEO, Big Sky Associates
> Mark Goldstein, Deputy CISO, Forcepoint
> Doug Copley, Deputy CISO, Forcepoint

11:00 – 12:15
Launching a HIT Platform for Psychiatric Care.
Psychiatric approaches to care use a traditional “knowledge base,” but raising that knowledge base to 21st century standards of care offers challenges.  In this CASE STUDY, the Tiatros Inc. team addresses the extensive transformation required, especially in partnering with major Fortune 100 companies and in developing a health information technology (HIT) platform to address the psychiatric dimension of chronic care (including PTSD).
> Kimberlie Cerrone, JD, CEO and Founder of Tiatros, Inc.
> Dr. Kim Norman, MD, Professor at University of California, San Francisco

01.45 – 03:00
Precision Medicine Case Study: Addressing Mitochondrial Disorders Using Genetic Techniques.
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


03:15 – 04:30
Developing Your Digital Playbook for Innovation: A Workshop in 2 Parts.
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.



Track 3 - Tech Advances and Challenges


09:30 – 10:45
Drones and Unmanned Aerial Systems (UAS):
Innovative Solutions for Today and the Future
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.
11:00 – 12:15
Moving Beyond Hype to Reality
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. They will describe actual use cases that demonstrate the value of this technology NOW and how they will propel the new, yet still nascent, programmable economy across all sectors.>Jamie Smith, Global Chief Communications Officer, The Bitfury Group Ltd.
11:00 – 12:15
Cybersecurity Challenges in the Face of the Evolving Threat Landscape
(CCE Rockcville, Mach37, MSS)
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”.
> Darryl Peek – Cyber Security Strategist, Director of Operations in the Department of Homeland Security

11:00 – 12:15
American Veterans' Entrepreneurial Journeys
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 Missionentrepreneur.org, USArmy (Moderator/Panelist)
Invited Panelists: 
> Rick Yost, Esq., CEO Sector 180, USArmy
> Josh Karresch, Owner, TheGunDude
> Will Amos, Founder, VeteransList, USMC



Track 4 - Funding Options + EdTech


09:30 – 10:45   Driving Value through Education Technology
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, FORMETRIS
> Bruce Carlson, CTO, Lumous, LLC
11:00 – 12:15   Angel Investing Panel & Company Pitch Session
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. Presenting companies will be announced on April 30.


11:00 – 12:15   Venture Capital Panel and Company Pitches: Latest Trends in the Changing Venture Capital Landscape
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.
11:00 – 12:15
Workshop: Can the SEC's New Reg A+ Boost Your Startup's Funding?
For companies that need funding (and which 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, 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, who 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 knows how to make these laws work to raise money for your company. Kendall operates the JOBS Act funding platform BankRoll and practices law with the DC-area law firm DimuroGinsberg. 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. 


Track 5 - Govt. Innovation, IP, Social Impact


09:30 – 10:45
Collaborate to Innovate: Case Studies on Enabling Innovation
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 Data.gov 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.
11:00 – 12:15
Acquisitions: Will the Government Buy my Innovative Products & Services?
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 - or protect - your piece of the shrinking federal government pie, you need to be in this session.
Keys to Social Impact Investing
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, LLC
IP-Driven Innovation:
Patent Protection for the Modern Entrepreneur
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.  
Jonathan Schlaifer, Esq., and Dr. Kalpesh Upadhye 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.  
  > Kalpesh Upadhye, Ph.D., Northstar IPLaw