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Midday Keynote One-on-One

Presented By: Herbein + Company, Inc.

The Serial Entrepreneur and M&A: A One-on-One Discussion

  • One-on-one with Tim Wallace, Founder & Strategic Advisor, iPipeline; Founder & Former CEO, XL Connect (Xerox Connect)

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.


Dustin S. Klein
Chief Content Officer
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.


Tim Wallace
Strategic Advisor

Tim has over 30 years of experience in the software, service, and consulting industry. Tim previously was the CEO of iPipeline from 2008 to 2019. Under his successful leadership, the company grew to be the largest provider of SaaS technology to the Life and Annuity industry and was acquired by Roper Technologies in 2019 for $1.625 billion. Tim currently serves as a strategic advisor to several technology companies.

Prior to iPipeline Tim served as President and COO of MEDecision, CEO and Chairman of FullTilt Solutions. and CEO of systems integrator XeroxConnect and XLConnect.

Tim was the 2011 Ernst & Young Technology CEO of the Year, the 2013 PACT Enterprise Award for Technology CEO of the Year, and the 2014 Red Herring Top 100 Award.

Conference Location

Dealmakers Conference
Philadelphia, PA
Tel: (800) 988-4726