Facilitators

Jim Bateman

Jim Bateman

Partner, B2B CFO

Business owners are important to our economy and to our society. My inspiration comes from helping business owners succeed in providing jobs, products and services that improve all of our lives. Together we find value and opportunities, and then remove the barriers getting in the way. I utilize a unique set of skills, tools, and processes. I know that I bring value to my clients that far exceeds my cost.

Full Bio
I make the company’s financial structure secure, sustainable, and appropriate for present and future goals. From strategic initiatives to routine reporting; from building a team of trusted advisors and employees to ensuring tax and regulatory compliance, offloading financial leadership to me allows my clients the time to focus on their customers and find new opportunities.

I develop an overall GamePlan for the company starting with a complimentary Discovery Analysis that defines the current situation versus the desired outcome. From this analysis I form the strategy and identify the costs and timeline to implement the GamePlan.

The best practices that we implement better positions the company to access debt and equity financing and opens the door to a broader set of transition/exit choices.

My clients are privately owned and growing companies. Direction, character and substance are more important than size. My clients often have great ideas but need help planning and implementing. They often have strong analytical abilities but lack reliable data. Many fear taxes but don’t know where to start to reduce them. My clients could put capital to work if they knew how to obtain and structure it.

Founded in 1989, B2B CFO® is the largest CFO services firm in the world. I have over 200 partners in 44 states, each with an average 25 years of experience. We have published several books focused on the issues facing our clients. We employ the latest benchmarking, research, analysis and budgeting tools.

I have been a partner with B2B CFO® since 2008 with clients in freight, technology, manufacturing & distribution and services. I have over 25 years of C level operational and financial management experience. My career started as a CPA with KPMG in San Francisco. I have a BA in Economics and MBA both from the University of California, Berkeley. I am a Certified Business Transition ExpertTM and coach new partners in our Integrity Selling process.

Bernie Borges

Bernie Borges

Chief Marketing Officer, Vengreso

Bernie Borges is co-founder and Chief Marketing Officer of Vengreso. He is host of the Social Business Engine podcast and the author of Marketing 2.0, one of the first 50 books written on social media strategy. Borges is an IBM Futurist and recognized by Onalytica as a Top 100 Artificial Intelligence Influencer, as well as a Marketing Insider Group Top 60 Marketing Speaker. Borges is a regular contributor to Social Media Today and Business 2 Community.

John Healy

John Healy

Vice President, Factor 8

John Healy is the Vice President of Sales for Factor 8, an award-winning Inside Sales training and consulting organization known for its no BS approach to sales and leadership. Since 2007, Factor 8 has been the secret weapon of choice for companies that strive to be best in class.

Full Bio
John has over 17 years of experience working with organizations ranging from the Fortune 250 to software startups to produce exceptional results. He has led $100M+ lines of business, launched new teams, managed sales onboarding programs, and worked with sales leaders around the world to drive profitable growth regardless of the industry or customer segment. Prior to joining Factor 8 in 2014, John held leadership positions at CDW, Logicalis, and Taxware, In 2017, he was named one of the Top 25 Most Influential People in Inside Sales by the American Association of Inside Sales Professionals (www.aa-isp.org).
Greg Holmes

Greg Holmes

Head of Sales, Zoom

Greg Holmes brings over 10 years of experience in sales and sales management to Zoom. His background is in collaboration and SaaS sales. He most recently ran the North American inside sales team for CA Technologies, Nimsoft product division. He also helped build the web touch selling model at WebEx, and successfully ran the Canadian business unit for Cisco WebEx, where he grew revenues from $2M to $12M in his two years leading the team.

Craig Jones

Craig Jones

Managing Partner, PMI

Craig Jones is a sales management veteran with invaluable marketplace experience in sales and consulting to the Fortune 500 corporate environment. As Managing Partner of PMI, Craig uses his experience in sales, sales management and sales coaching/consulting to help organizations win new business and grow existing relationships by institutionalizing best practices for their sales and customer engagement teams.

Full Bio
Craig’s client work has brought him into direct contact with various industries such as Industrial Manufacturing, Life Sciences, Financial Services, Telecommunications, Information Technology, Hospitality, Building Materials and Consumer Products. Prior to PMI, Craig held various sales and sales management positions in the information technology and leadership development industries such as VP Sales, Strategic Account Manager, Sales Manager and Sales Representative. Craig is credentialed through the International Coach Federation as a Professional Certified Coach (PCC) and is a contributing member of the Strategic Account Management Association (SAMA) where he is part of the faculty to certify Strategic Account Managers. Craig graduated from the University of Florida with a Bachelor of Science degree in Business Administration. He, his wife, and their two daughters reside in Atlanta, GA.
Mike Kunkle

Mike Kunkle

Vice President, Sales Transformation Services, Digital Transformation, Inc.

Mike Kunkle is a respected sales transformation architect and internationally-recognized sales training and sales enablement expert. He’s spent 24 years as a corporate leader or consultant, helping companies drive dramatic revenue growth through best-in-class learning strategies and his proven-effective sales transformation methodologies. Today, Mike is the VP of Sales Transformation Services for Digital Transformation Inc. (a division of Fast Lane Consulting & Education Services) and founder of Transforming Sales Results, LLC. He consults, advises, writes, speaks, leads webinars, designs sales learning systems that get results, and guides clients through all aspects of their sales transformation.

Mario Martinez Jr

Mario Martinez Jr

Chief Executive Officer and Founder, Vengreso

Mario is the CEO and Founder of Vengreso, and is a Keynote Speaker, Sales expert, and a Social Selling Champion. Most recently, he was named one of the Top 25 Most Influential Inside Sales Professionals of 2017 and the Number 1 Online Sales Guru in the world by Rise Market Insight. Counted among some of the top Social Selling leaders in the world,

Full Bio
Mario teaches marketers, sales leaders, reps, and business owners how to grow company revenues, develop an engaging personal brand, and attract today’s modern buyer using social networks! He spent the last 78 consecutive quarters in Sales and Leadership, growing and managing hundreds of millions of dollars a year in sales revenue in the Global, Enterprise, Commercial, SMB and Public Sector segments. As a sought-after Keynote Speaker, he has spoken to crowds of up to 20,000 listeners, has been featured in Forbes, INC., the Examiner.com, is a contributor to the Huffington Post, Social Media Today, Business 2 Community and has been asked to speak by brands such as LinkedIn, SAP, AA-ISP, Amplify and Cisco to name a few. Follow him on YouTube, LinkedIn, or on Twitter.
Bob Sanders

Bob Sanders

Chief Executive Officer, Axiom Sales Force Development

Bob Sanders is the CEO of AXIOM Sales Force Development. AXIOM’s purpose is to elevate the sales profession by transforming how sales organizations learn, coach, and sell. Founded 25 years ago as a traditional sales training firm,

Full Bio
AXIOM pivoted in 2013 to become a technology-enabled solution that delivers dramatically better and more sustainable sales results. Why? Because most sales training and sales transformation initiatives fail to deliver on their promised potential. AXIOM’s clients include some of the most recognized, successful sales organizations in the world. Bob is co-author of AXIOM’s sales training, sales coaching, and sales improvement applications as well as a contributing author to the firm’s book: A Journey to Sales Transformation. Prior to rejoining AXIOM in 2009, Bob spent three years running global sales for a technology start up, Octiva Wireless.
Larry Warnock

Larry Warnock

President & Chief Executive Officer, Olono

Larry has more than 30 years of experience leading innovative software companies from launch through venture funding to successful exits. His background spans cloud, CRM and security and includes serving as the CEO of Gazzang (acquired by Cloudera) and Phurnace (acquired by BMC Software) and leadership roles at Vignette (acquired by OpenText), OnLink (acquired by Siebel) and Documentum (acquired by EMC). Larry graduated from Texas A&M University, and continues to serve as a frequent lecturer at the university’s Mays Business School.

Bruce Wedderburn

Bruce Wedderburn

Chief Sales Officer, Integrity Solutions

Bruce Wedderburn is Chief Sales Officer for Integrity Solutions.  He leads a global team of employee and channel sales people to address client’s sales, coaching and customer service challenges, while delivering year-on-year revenue growth.

Full Bio
In his role Bruce delivers keynote presentations to organizations on the latest groundbreaking research around how companies can achieve competitive differentiation, drive additional client value and distance themselves from their competitors in an increasingly commoditized marketplace. He has authored several research projects, white papers and blogs on the topic of coaching, including “Why is Coaching Still Elusive? (and what to do about it)”

https://www.integritysolutions.com/insights/blog/coaching-still-elusive

Bruce has worked in the performance improvement industry for over twenty years and has opened up new relationships with distributor organizations in China, Japan, United States, Brazil, Mexico, Australia and Singapore, while achieving the highest profitability in the company.

Bruce graduated from the University of New South Wales in Sydney, Australia.

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