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Past Meetings

Business Breakfast Series: Navigating the Boulder Market

September 12, 2018
7:30 AM - 9:00 AM


1820 Folsom St.
Boulder, CO 80302

Presenters: Bill Baldwin, Chad Kollar and Charlie Lutz | Sponsored by Cresa

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Business Breakfast Series: Using Business Intelligence to Generate Return on Your Data Assets

August 22, 2018
7:30 AM - 9:00 AM

Wipfli/Bauerle & Co.
7887 E. Belleview Ave., Suite 700
Denver, CO 80111

Presenters: Jon Bauer, AT&T & Joe Adams, Founder Scientia BI, LLC

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Business Breakfast Series: Financial Wellness

August 07, 2018
7:30 AM - 9:00 AM


6803 S Tucson Way
Centennial , CO 80122

Presenter: Peter Dunn

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Business Breakfast Series: Maximizing Your Market Value

June 26, 2018
7:30 AM - 9:00 AM


7900 E Union Ave #1100
Denver, CO 80237

Presenter: Katie Birkelo | Sponsored by Beacon Hill Financial

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June Monthly Chapter Dinner and Professional Development Meeting

June 21, 2018
4:00 PM - 8:30 PM

Denver Athletic Club
1325 Glenarm PI
Denver, CO 80204

Presenter: Andy Urich | Dinner Sponsored by Wipfli - Bauerle

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Business Breakfast Series: Getting the Best Deal On Your ERP Software Purchase

June 12, 2018
7:30 AM - 9:00 AM

South Metro Fire Rescue - Board Room
9195 E. Mineral Ave
Centennial , CO 80112

Presenter: Shawn Windle | Sponsored by ERP Advisors Group

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Business Breakfast Series: Mental Toughness Separates the Good from the Great…Learn to be Dominant

May 29, 2018
7:30 AM - 9:00 AM

5445 DTC Parkway
5445 DTC Parkway
Greenwood Village , CO 80111

Presenter: Matt Phillips | Sponsored by Addison Group

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Industry Happy Hour: Commercial Real Estate

May 23, 2018
4:30 PM - 7:00 PM

Cresa
1001 17th St. Ste. 1225
Denver, CO 80202

Sponsored by Cresa and Wipfli-Bauerle

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2018 Financial Leadership Summit

May 20, 2018 5:00 PM to May 22, 2018 5:00 PM

Marriott Marquis Houston
1777 Walker St.
Houston , TX 77010

Speakers: Tim Hird, Joseph Howell, Warwick Leitch and MORE!

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May Monthly Chapter Dinner And Professional Development Meeting

May 17, 2018
4:00 PM - 8:30 PM

The Cable Center
2000 Buchtel Blvd S
Denver, CO 80210

Presenter: Noel Ginsburg | Dinner Sponsored by Bank of America

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Networking Event of the Year! Hosted by Lew's List!

May 16, 2018
5:30 PM - 8:00 PM

University of Denver - Joy Burns Center (Fritz)
2044 E. Evans Avenue
Denver, CO 80210

Come network and meet professionals like yourself. Finance, Human Resource Executives & Business Associates.

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Business Breakfast Series:Harnessing the power of ‘Asset Based Lending’ to achieve your business goals. - 1 Hour CPE Credit!

May 15, 2018
7:30 AM - 9:00 AM

The Hershner Room
1700 Lincoln St.
Denver, CO 80203

Presenter: David Ciccolo | Sponsored by Wells Fargo

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Business Breakfast Series: Blockchain 101

May 01, 2018
7:30 AM - 9:00 AM


8181 E Tufts Ave
Denver, CO 80237

Presenter: Dan Domagala | Sponsored by EKS&H

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4th Annual Ladies' Night: Put Your Carrier Pigeon Away. Insurance is Going Modern (1 Hour CPE Credit)

April 26, 2018
4:30 PM - 6:30 PM

IMA Offices
1705 17th St.
Denver , CO 80202

Presenter: Lise Kafka, Health Analytics Lead, IMA | Sponsored by IMA, Wells Fargo, CBIZ, Wipfli/Bauerle, Beacon Hill, and Addison Group

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April Monthly Chapter Dinner And Professional Development Meeting

April 19, 2018
4:00 PM - 8:30 PM

Denver Athletic Club
1325 Glenarm PI
Denver, CO 80204

Presenters: Kaush Oza, RGP & Steve LaValle, WonderBotz | Dinner Sponsored by RGP

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Business Breakfast Series: Corporate Cash Management in a Low Interest Rate Environment

April 17, 2018
7:30 AM - 9:00 AM


1600 Broadway
Denver, CO 80202

Presenter: Bob Moser | Sponsored by Pelley Group

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Business Breakfast Series: Hospital Pricing - Establishing A Fair Market Price

April 03, 2018
7:30 AM - 9:00 AM


7351 E. Lowry Blvd. - Mile High Conference Room
Aurora, CO 80230

Presenters: Robert Smith and Ana English | Sponsored by Colorado Business Group on Health

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Industry Happy Hour: Your Elevator Pitch to Retirement

March 21, 2018
4:30 PM - 6:30 PM


7887 E Belleview Ave, Ste 310
Englewood, CO 80111

Presenters: Kristen Deevy and Mike Potts | Sponsored by Strategic Retirement Partners and Ledgent

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New Lease Accounting Standard – Implementation Challenges and Best Practices

March 20, 2018
10:00 AM - 6:30 PM

Ernst & Young LLP
5 TImes Square
New York, NY 10036

Presenter: Mr. Reed Wilson, Technical Accounting and SEC Reporting Consultant, Advisory Member

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Business Breakfast Series: Leveraging and Accumulating Intellectual Property

March 20, 2018
7:30 AM - 9:00 AM


1900 16th Street, Suite 1400
Denver , CO

Presenter: Brian Kinnear | Sponsored by Perkins Coie

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March Monthly Chapter Dinner and Professional Development Meeting

March 15, 2018
4:00 PM - 8:30 PM

Denver Athletic Club
1325 Glenarm PI
Denver, CO 80204

Presenter: Tatiana Bailey Ph.D. | Dinner Sponsored by Wells Fargo

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Business Breakfast Series: The New Lease Accounting Standard (ASC 842)

March 06, 2018
7:30 AM - 9:00 AM



Presenters: Sarah Ash and Eric Portlock | Sponsored by Robert Half

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Business Breakfast Series: How Tax Reform Impacts You & Your Company - One CPE credit hour will be provided

February 21, 2018
7:30 AM - 9:00 AM


1700 Lincoln St. (Hershner Room)
Denver, CO 80203

Presenter: John Walker | Sponsored by Wells Fargo

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February Monthly Chapter Dinner And Professional Development Meeting

February 15, 2018
4:00 PM - 8:30 PM

Denver Athletic Club
1325 Glenarm PI
Denver, CO 80204

Presenter: Chris Banks, CFO, O'dell Brewery | Dinner Sponsored by Bank of America

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Business Breakfast Series: SBA 504 & 7(a) Programs

February 06, 2018
7:30 AM - 9:00 AM

Republic Plaza
370 17th Street, Brookfield Conference Room
Denver, CO 80202

Presenter: Scott A. Trainor | Sponsored by Bank of America Merrill Lynch

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Business Breakfast Series: Understanding Environmental Risk

January 31, 2018
7:30 AM - 9:00 AM


7887 E Belleview Avenue, Suite 700
Denver, CO 80111

Presenter: Ted Tomasi | Sponsored by Cardno

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Business Breakfast Series: Tax Strategies for the new “TCJA” Tax Cuts & Jobs Act 2018

January 23, 2018
7:30 AM - 9:00 AM


4600 South Ulster Street, Suite 900
Denver, CO 80237

Presenter: Dan Seff | Sponsored by CBIZ

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January Monthly Chapter Dinner and Professional Development Meeting

January 18, 2018
4:00 PM - 8:30 PM

Denver Athletic Club
1325 Glenarm PI
Denver, CO 80204

Presenter: Jill Christensen | Dinner Sponsored by FEI Colorado Chapter

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Developing SEC Reporting and Filing Competencies Course

January 16, 2018
7:00 AM - 5:00 PM

Deloitte Office
555 West 5th Street, Suite 2700
Los Angeles,, CA 90013

Presenter: W. Anderson (Andy) Bishop, CPA

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Business Breakfast Series: 2017 Year In Review - M&A

January 09, 2018
7:30 AM - 9:00 AM


101 University Ave, Suite 400
Denver, CO 80206

Presenter: David Tolson | Sponsored by CVA

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