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We are the Boulder SBDC

Consultants

SBIR, Government Contracting

Stephanie Amend

Stephanie Amend is the Principal of Arrowhead Solutions, LLC; a full service solutions provider for government contractors. Ms. Amend founded Arrowhead Solutions in 2009 after holding contract management positions in both government and private industry. Arrowhead was formed with the goal of providing companies with the extra knowledge and manpower they need to succeed in the world of government contracting. Specializing in capture management, proposal preparation, contract management, subcontracts, accounting and compliance, Arrowhead provides skill sets not commonly available to many smaller government contractors.

Ms. Amend has led Arrowhead to over 500% growth since its founding year and assisted small business clients in winning and managing tens of millions of dollars’ worth of state, local and federal government contracts. Ms. Amend has headquartered Arrowhead Solutions in Boulder, Colorado, however Arrowhead reaches clients nationwide. As a member of the Boulder community, Ms. Amend is an advisor to the Boulder Small Business Development Center. Additionally, Ms. Amend is an advisor for the Loveland Center for Business Development and is a member of the National Contract Management Association. Ms. Amend is a Level II Certified Acquisition Professional and possesses a B.S.A (2001) and an MBA (2005). Ms. Amend blogs on Arrowhead’s Creative Contracting site (www.arrowheadsolutions.wordpress.com) and manages two LinkedIn Groups (Federal Contractors Solutions Group and Government Contractors of Utah). She also developed and oversees ArrowBD, Arrowhead’s subscription government opportunity search service. Ms. Amend’s publications include; “The Small Business Innovative Research Program (SBIR) – Federal Funding Made Easy”, www. eZineArticles.com , October 2009, “Your Inner CEO – The Young CEO”, 2012 and “What Really is Compliance After All?”, Contract Management, July 2011; she also regularly speaks and conducts workshops.

Digital Marketing

Suzi Bahnsen

Suzi Bahnsen is a branding expert that helps companies strategize and leverage the most effective sales and marketing planning to capitalize on their time, money and resources. With over 20 years of experience as a sales and marketing professional, she has been a CMO, Director, Sales Executive and the owner of a Design and Marketing Agency. Her experience as a business owner, combined with her background overseeing marketing and sales teams, provides her with a unique understanding that comes through as she continues to share and grow. As a consultant and trainer for the SBDC, she lends her advice and support to businesses with a desire to thrive in a digital age.

Human Resources

Courtney Berg

Business humorist Courtney Berg believes in the passion of business owners. She has more than 30 years of human resources and operations management experience, with for-profit and not-for-profit companies ranging in size from a family-owned furniture store to a national insurance corporation. Her experience includes front-line supervision to executive level positions in both human resources and operations. Courtney founded CourtSide® to help business owners put human resources and management processes in place to increase the organization’s effectiveness.

Courtney was appointed to the Colorado Small Business Council by Governor Hickenlooper. She has also been a Denver Metro Chamber of Commerce Chamber Champion and a Denver Business Journal “Outstanding Woman” nominee. She was featured in “How To Conduct Annual Employee Reviews” in Inc. Magazine. She has a Senior Professional in Human Resources (SPHR) designation from the HR Certification Institute. Courtney is a Colorado native and has a BS in Business Administration with an emphasis in Management from the University of Northern Colorado.

Marketing/Strategy/Financials

Julio Blanco

With more than 20 years of experience managing brands and marketing programs in both consumer and technology settings, Julio is at home with brand strategy, marketing analytics, financial analysis, new product development, marketing communications, and market research.

His experience ranges from national brands like HUGGIES, Hallmark, Benefiber and Sprint to scrappy startups. Whatever the size or the resources, he loves helping brands win and enjoys the creativity, teamwork, and resourcefulness required to make that happen again and again.

Specialties:

  • CPG brand management
  • Brand strategy/positioning
  • Marketing/data/web analytics
  • Retail and category analysis
  • P&L management, financial analysis, forecasting, budgeting
  • Market modeling
  • Market research
  • Integrated marketing plans
  • Advertising and promotions
  • New product development from concept to launch
  • Marketing-operations coordination/integration
Buy, Sell, Valuation

Paul Chambliss

Paul Chambliss has been a business broker in Colorado since 1992. His previous career experience was in the homebuilding industry in the Denver Metro Area. He is an honors graduate of the University of Colorado with a BS in Finance and a BA in French. Paul has earned the Certified Business Intermediary (CBI) designation from the International Business Brokers Association (IBBA). He contributes business sale data to Pratt’s Stats and BizBuySell.com, which are national databases of Guideline Private Company sales statistics. He is also an active member of the Colorado Association of Business Intermediaries (CABI), where he serves as the Vice-President of Communications and the Chairman of the Website Committee. He has been active as a counselor for the Boulder Small Business Development Center (SBDC). His other affiliations include the Denver Metro Commercial Association of Brokers (DMCAB), the Commercial Brokers of Boulder (CBB) and the Boulder Chamber of Commerce.

Social Media/Marketing

KC Coburn

KC’s love of technology started early, although it might not have been love at first site. Her parents, both computer programmers (an old school term for coders), made her take a six week summer workshop in BASIC when she was 12 years old. While she didn’t really give coding a chance back then, it was only because she would rather be playing Frogger or Jaust. If she didn’t have a quarter for the game console, she stuck her nose in a book and kept it there until she couldn’t see straight. If you had known her in high school, you would never have used the word Social to describe her.

KC holds a Bachelor of Business Administration in Management from the University of Hawaii at Manoa and has pursued a variety of professional development opportunities during her career as an entrepreneur, webmaster, social media marketer, and content curator. She did eventually complete courses in HTML (she never told her mom and dad that she liked it… a lot) but found her real passion was story telling. As the web grew, it became her canvas and the coding skills she acquired along the way became the brush she used to paint vibrant, beautiful stories about the products, services, and people she believes in.

KC’s curiosity and love of learning keep her open to new ideas and continuously in pursuit of new and better ways to get the word out about products, people, and services that make the world a better place. She became an AdWords Certified Partner (Google) in 2016, Inbound Certified in 2014 (HubSpot), completed Digital Analytics Fundamentals training in 2013 (Google), and O’Reilly In-Practice Social Media Training in 2008. Because language and persuasion fascinate her, she is also an ACHE Certified Hypnotherapist (it’s best if you never look her in the eye) and Neuro-Linguistic Programming (NLP) Practitioner. KC lives in Colorado with her husband, two spoiled cats, and an aquatic turtle that she frets over far too much.

Multicultural, Spanish

Jesse Esparza

As the CEO of Morning Sun Enterprises LLC, Jesse has provided guidance and supported a variety of individuals, organizations and companies. At the present he is a certified bilingual(Spanish & English) counselor to the Latino Chamber, a certified bilingual counselor and business advisor to the East Colorado, the Boulder and North Metro Small Business Development Centers, providing one on one services to individuals as well as group classes in business planning and start-up seminars.

He has counseled and provided needed services and resources to over 400 new potential and existing entrepreneurs. He has participated as a Board member of the Carbon Valley Chamber in Firestone, Colorado and the President of the Latino Chamber of Commerce of Boulder County. He is a member of the Advisory Board for the Boulder County Work Force.

His professional career has included 31 years as an educator 21 of those years as a principal. His leadership skills include helping individual improve their performance, cross cultural education, improving organizations, business development, and tapping potential and appropriate resources. He was the Colorado Small Business Development Center volunteer of the year in 2007 and the Small Business Development Center Counselor of the Year in 2009.

Human Resources

Reagan Freed

Reagan is an accomplished HR executive with extensive experience supporting small, mid- and large businesses develop people strategies that support organizational goals. Her experience ranges across a wide variety of industries including engineering, construction, telecommunications and business process outsourcing (BPO).

She has experience working in the United States and internationally in Europe, Middle East, Australia/New Zealand, Liberia and many countries in Asia.

She is recognized for being a multi-talented and versatile problem-solver with a proven track record of increasing employee engagement and enhancing leadership capabilities that directly impact bottom line results. Reagan’s broad knowledge of business disciplines enable her to develop unique people strategies designed to contribute to overall strategy.

Reagan earned her Bachelor’s in Business Management from the University of Colorado, Denver and is a certified SHRM-SCP. She is passionate about advancing the HR profession, and serves as a volunteer for the Boulder Area Human Resources Association (BAHRA) as the Director of Communications & Marketing.

E-Commerce

Sam Gastro

Sam has started and operated several online companies based around internet marketing and e-commerce. Currently operates a thriving e-commerce business that keeps his techniques fresh and his tactics practical. He spends his time working with an amazing team to execute breakthrough e-commerce strategies and ideas that he enjoys sharing with others. He shares with other entrepreneurs and business owners his own strategies and techniques he leans from his own business to help you succeed as well

Government Contracting, Veterans, Connect2DOT

Andra Hargrave

Andra Hargrave has over 15 years of direct national and international sales channel development in the areas of government procurement and fortune level 500 business development. His marketing channel development experience lies in a variety of industries, including technology-oriented manufacturing, service industries and distribution. Hargrave possesses an in-depth knowledge of state and federal set-aside procurement programs, such as SDB, HUB and the 8a Business Development Program, among others. He has served as the director of certification for the RMMSDC and currently serves as the statewide veteran’s consultant for the Colorado SBDC Network. His comprehension of federally-backed procurements, grants and certification programs, such as Advanced Technology and SBIR/STTR, is without equal.

Generalist, Retail

Chuck Hunker

Chuck Hunker grew up in the Chicago suburb of Barrington and attended Gunnery School in Washington, Connecticut and Miami University in Oxford, Ohio. A resident of Boulder since 1979, Hunker ran the Applause retail stores with locations in Boulder, Denver’s Cherry Creek and at Flatirons Crossing in Broomfield with his wife, Jody. He developed the Split Method business; a web application in the divorce and estate planning sector. Hunker has served on the board of directors for The Downtown Boulder Business Improvement District and was the former chair of the Downtown Boulder Inc. board.

Strategic Marketing, Business and Research

Ruth Janjic

Ruth has over fifteen years of experience conducting market research for a broad range of businesses, including start-up and second stage advanced industry companies with products representing aerospace/DoD, healthcare, instrumentation, manufacturing, and IT/internet areas. She began her career working in sales and marketing roles for Pacific Telesis, Qualcomm, and a contract electronics manufacturer, and then switched to research and consulting starting with online start-ups during the emergence of the Internet. More recently, she became certified by the Edward Lowe Foundation as an Economic Gardening Market Researcher, and has served as the lead researcher for the State of Colorado’s Economic Gardening program, SBDC Advanced. She is also a Senior Consultant for Foresight Science and Technology, conducting market studies and providing commercialization assistance for inventions that receive NIH SBIR grants. Ruth holds an M.B.A. from the University of Washington and a B.A. from the University of New Hampshire.

Strategic Marketing, Business Development, Technology Commercialization

Ed Kase

Ed has been focused in strategic marketing and business development for more than 20 years, helping companies understand market conditions and implement go-to-market strategies. His expertise includes commercialization of government-funded technologies, with particular focus on the SBIR program. Technologies include software, medical devices, scientific instrumentation, aerospace systems, and pharmaceutical technologies.

http://www.ekaseconsulting.com/

Location Intelligence

Wayne Kocina

Wayne Kocina, a seasoned industry veteran with more than twenty years of experience in GIS founded GeoWize in 2003. As CEO, he is responsible for the overall operations of GeoWize. The company’s mission is to provide better information for better decisions to small and middle sized business giving them the same competitive advantage that the “big guys” have!

Wayne has provided GIS services and consulted for such companies as Target, Big O Tires, Smiling Moose Deli, Vom Fass, US West, Qwest, Unisys (France), Telebras (Brazil) & Telebras – CpQD, Idea Integration, the City of Littleton, numerous other cities and communities, and hundreds of small businesses. Wayne is one of the founding members and the GIS component of the Economic Gardening National Strategic Research Team (EG-NSRT). He is currently working with twenty one state-wide EG programs, and numerous community programs.

Wayne has managed a $100M GIS development & deployment project, vehicle tracking projects, spatial enterprise data projects, and more than one thousand site prospecting, competitive intelligence, and market intelligence projects using ESRI’s ArcGIS and Business Analyst tools coupled with demographic, income, spending, market & spatial data from the world’s leading providers of this data. These are the same tools that many of the biggest and most successful retail business use to give them a real “competitive advantage” over their competitors.

Intellectual Property

Fredrik Mollborn

Fredrik Mollborn is a registered Patent Agent and the founder and owner of Mollborn Patents, Inc., a small intellectual property firm in Boulder. Fredrik helps inventors, as well as companies of all sizes with obtaining high-quality and affordable patents. Prior to founding Mollborn Patents, Inc. in 2006, Fredrik worked in several leading intellectual property law firms in Europe and Silicon Valley. In addition to preparing and prosecuting design and utility patent applications before the United States Patent and Trademark Office, Fredrik also provides strategic counseling about the best way to build and maintain a patent portfolio, and how to protect intellectual property outside the U.S. He lives in south Boulder with his wife and two sons.

Legal Aspects of Government Contracts

Karri Palmetier

Karri brings more than two decades of experience in government contracting and aerospace and defense industries. She started her career as a U.S. Air Force judge advocate where she
supported major defense programs, base operational contracting, and international and joint war operations. Karri gained additional breadth working in a major D.C. law firm on a variety
of government contracting matters. Karri then joined the in-house legal department at United Launch Alliance where she supported multiple issues across the company, including major
government and commercial contracts, business system compliance, Freedom of Information Act, subcontract administration, and major litigation. Before establishing her own practice,
Karri acted as the Chief Operating Officer and General Counsel for Special Aerospace Services, a certified 8(a) woman-owned small business. She uses her unique and diverse background to
advise companies on all aspects of government contracting, including translating and simplify the byzantine laws of the world of government contracts.

Sales

Steve Parry

Steve works with leaders who recognize that sales are the constraint to their company’s growth, and help them understand why and what to do to drive profitable, sustainable revenue.

Steve began developing his training and communications skills as a second grade teacher in Summit County, Colorado. An entrepreneur at heart, Steve left teaching to start his own business, and since then, has spent over 36 years as a business owner and in the corporate arena: in industrial relations, operations, quality management, mergers and acquisitions, training, marketing, sales management and sales process development. Coaching CEO’s and Sales Managers is what he enjoys doing the most.

His various roles have provided him the opportunity to speak and train before diverse groups across this country, as well as in Mexico, Canada, Great Britain, Norway, Sweden and Japan.

As was true when he taught 2nd grade, Steve’s passion is enabling client employees to recognize their full potential.

QuickBooks, Accounting

Don Potratz

Don Potratz is the small business owner of Long’s Peak Accounting. As a former executive at the nation’s top payroll company, Don led the development of specialized accounting and payroll systems for small businesses. He brings decades of accounting and payroll expertise to businesses on the Front Range, where he lives with his wife, daughter and Great Dane, Apollo.

Generalist, Product Design and Development

Eric Zeitlin

Eric Zeitlin’s broad expertise covers every aspect of product development, including idea generation, design, development, prototyping, packaging, patents, marketing, and licensing. He has degrees in Business and Product Design, as well as an MBA, and teaches college-level classes in Business, Economics, and Product Design. He holds 7 U.S. patents, and has signed six license agreements for his products.

Eric developed over a dozen retail products for Marie Callender’s, available in supermarkets around the U.S. and Canada. He was the industrial designer for the Zip Pen sold in Office Max, Office Depot, and Staples. Eric currently designs innovative kitchen gadgets that have been sold in TJ Maxx, Ross, and Marshalls. He is a Lead Consultant at the Boulder Small Business Development Center, where he helps entrepreneurs launch new products and services, as well as grow their existing businesses.

Financial Planning

Aaron Milledge

Aaron Milledge is the co-founder of Targeted Wealth Solutions, an independent financial planning firm that specializes in bridging the gap between personal and business finances for entrepreneurs by using data-driven solutions to minimize financial uncertainty.  Aaron brings data science and visualization into the financial and business planning processes to help clients craft realistic courses of action, forecasts, and contingencies. Prior to co-founding Targeted Wealth Solutions, Aaron was an F-15E pilot in the United States Air Force and also provided operational training to USAF space crews as a subject matter expert in space domain threats.  Aaron has a BA from Emory University and an MBA from Indiana University’s Kelley School of Business. Outside of work, he enjoys time outdoors with his wife and three daughters, as well as supporting the military veteran startup community.

Food Businesses

Matt Arnold

Matt Arnold grew up in Virginia where he attended high school and college. He began his professional career working as an apprentice winemaker before going to Guatemala to serve as a Peace Corps volunteer.

 

His work with micro-entrepreneurs in Central America motivated him to return to the US to get his MBA in Austin, TX.  Since then, he has been founder of four different companies across multiple industries, always with the goal of sustainability in mind.

 

Matt’s current venture puts him in daily contact with inspiring food entrepreneurs, many of whom look to him to help navigate the many challenges that come with small business ownership. He loves encouraging these entrepreneurs, and helping them solve problems great and small.

Social Media Marketing

Cheri Ruskus

Cheri Ruskus was bitten by the Entrepreneurial bug at the ripe age of 28. Over the course of the last three 3 decades she has felt the despair of defeat and the amazing glow that happens inwardly and outwardly when you reach victory.

Cheri became a Business Coach nearly 20 years ago because she wanted to assist other entrepreneurs in their journey to not make some of the unnecessary mistakes that she made along the way trying to do it all myself.  Yes, there is alot to learn in failures and avoiding some of them as you can will keep your business along with your sanity humming along.

After selling her business of 16 years (Business Answers) in 1999, she knew the next step to take was to empower other entrepreneurs and small business owners through the power she had discovered in business coaching.

Cheri’s mission and passion is all about reigniting my clients passion in their business once again through proven strategies and methodologies.

Intellectual Property

Eric Drennan

Eric combines his technical background in mechanical and manufacturing engineering technology with 10+ years of intellectual property (IP) legal experience to effectively and efficiently develop his clients’ IP assets. Eric’s practice focuses on patent preparation and prosecution, patent analysis, IP due diligence, and IP portfolio management. Eric works in a variety of technical areas including, for example, mechanical devices, manufacturing technology, propulsion systems, materials science, data storage systems, semiconductor devices, telecommunications, electronics, consumer goods, and Internet-based technology.

Eric regularly volunteers as an alumni judge for the Colorado School of Mines Senior Design Program and enjoys speaking about IP to various trade groups. Eric is also a licensed aviator and enjoys flying, as well as motorcycling in the summer and snow skiing in the winter.

Accounting/Taxes

Mark Lumsden

Mark joined ACM’s Boulder practice in 2012. Mark loves the spirit of the Boulder business community and works with many small, mid-sized, and startup businesses throughout the Front Range, particularly in the technology and manufacturing arenas. Having an extensive background in construction, Mark is also a member of ACM’s real estate and construction industry niche group. Whatever the industry, Mark’s passion is assisting his clients in reaching goals through tax structuring and consultation.

Mark participates in developing training programs and mentoring ACM’s staff, and is a member of the Boulder Valley Rotary Club. Mark has earned a B.S. in Accounting and a B.A. in Economics from the University of Colorado at Boulder and holds a Certified Construction Industry Financial Professional (CCIFP) designation. He and his wife enjoy spending time with their two young children.

Executive Director, Boulder SBDC & Team Leader, SBDC ADVANCED - Economic Gardening Gold Level

Sharon King

In the past 13 years, Sharon King and the Boulder SBDC have worked with over 6,000 entrepreneurs from startups through 2nd stage companies, from “Main Street” businesses through highly scalable manufacturing and Advanced Industries. Sharon is Team Leader for both the SBDC TechSource Program and the SBDC Advanced – Economic Gardening programs. Just before joining the SBDC in 2004, Sharon converted and re-branded a franchise hotel into the independent Boulder Outlook Hotel, in which she was an investor. In the 30 years between, Sharon has been an entrepreneur, marketing executive and consultant for small (and larger) businesses in a wide range of industries. She holds an MBA from Cornell University, is a Certified Technology Commercialization Consultant by the Institute of Technology Commercialization and is nationally-certified as an Economic Gardening Team Leader through the Edward Lowe Foundation.

Accounting

Heidi Foote

Heidi has over 20 years of accounting experience. After graduating from the University of Wisconsin-Madison with her accounting degree, she started her career at what was then Coopers and Lybrand (now PWC), a top 4 accounting firm in Minneapolis, MN.  After a move to Colorado, she worked as an auditor and then a consultant for EKS&H, a local CPA firm. In 2004, she went to work for a private company, Global Healthcare Exchange, as their financial analyst.  In early 2006, GHX went through several acquisitions and mergers and she was asked to become their accounting manager. In 2009, she decided to take a break from the corporate world and started Heidi Foote LLC. Heidi Foote, LLC specializes in bookkeeping and consulting services for small businesses.  Heidi has also volunteered as Treasurer and been a Board Member for Blue Sky Bridge, a non-profit organization in Boulder.

Financials/Indirect Rates

Brian Ormsby

Brian is passionate about helping small business succeed in the difficult terrain that is government compliant accounting and contract management.  Brian is a US Air Force Veteran serving in Cost & Budget Analysis.  Brian also spent 10 years as the Director of Operations and Program Manager with Pathfinder Systems, Inc. building simulators for the US Department of Defense and NATO allies. Brian has extensive experience in cost and pricing.  During his tenure at Pathfinder, Brian was responsible for all Cost Volume submission for the company’s proposals to the DoD and NATO allies (several per year).  Brian currently specializes in helping firms manage their accounting and contracts with the DoD, NSF, NIH, DOE and NASA.  Brian is a certified ISO 9001 Quality Auditor as well as a DOT certified Cost Analyst.  He holds a BS in Management from Regents College.

Commercial Real Estate

Mark Casey

With over 30 years of experience in the commercial and investment real estate field, Mark Casey has assisted a wide range of entrepreneurs, private and public companies, as well as non-profit organizations, in successfully leasing over 1-million square feet of commercial and industrial space. Mark began his real estate career with Trammell Crow Company as a leasing agent in Charlotte, NC. Currently, Mark heads-up Tenant Wisdom, LLC an independent commercial brokerage providing tenant representation to companies throughout Denver/Boulder. Companies he has assisted included Twisted Pine Brewing, Boulder Ice Cream, Data Network Group, Botanical Interests, Haystack Mountain Goat Cheese and The Aquaponics Source. Mark holds an MBA degree from the Colgate Darden School at the University of Virginia and a BS Degree from the University of Missouri.

Pitch Decks

David Talon

I am a Business Growth, Strategy and Execution Expert with 20+ years experience leading new domestic and international business development, setting up distribution networks, increasing top-line revenues and building cohesive teams in the USA, Latin America, Europe and Asia. I have hands-on project management experience helping to create changes in the strategies, plans, systems, and procedures to rapidly increase sales, market penetration and new business growth.

I have leveled the playing field for companies where I have worked and facilitate excellence in executing goals, plans and strategies. I am a Certified Executive Coach and I have a strong understanding of Cultural Intelligence (CQ) required to adapt business practices to local and regional market considerations. I focus on early-stage and rapidly growing small-to-medium sized businesses ($0 – $50 Million) with a willingness and capability to expand in both  US and foreign markets. I have deep expertise in growing new business for companies with products and services ready for the “right”  markets. I am a business growth specialist with expertise in positioning companies for funding, creating distribution networks, structuring international operations, building business development frameworks, leading agent networks, accelerating sales growth and conducting competitive intelligence.

I have served on multiple Boards of Directors and Boards of Advisors for non-Profit organizations and early-stage companies. I have an MBA in International Business with a minor in Latin American Geopolitics and have lived in South America and Mexico. I have been deeply involved in alumni relations for my graduate school alma mater, the University of South Carolina for more than 20 years and I currently serve on the Board of Directors and Sponsorship Co-Chair for the Denver Business Series, a Colorado 501(c)6 of alumni from the top 25 MBA Schools in the USA.
Law

Carrie Schiff

The most important indication of success to me is earning new business from an existing client. It’s the same standard I aspired to as a General Counsel, and includes delivering world class legal services on time and on budget. My corporate and transactional practices include representing companies and investors in a variety of industries in financings, mergers and acquisitions and the complete range of technology-based transactions. I advise executives and boards on governance matters and I help clients establish and implement cost-effective corporate compliance programs. As General Counsel of Flextronics, I learned about continuous improvement as a core operating concept. The principle is now second-nature to me, and I am constantly looking for opportunities to increase efficiency, make adjustments based on feedback, and measure results – although my family and friends are still waiting to see me apply this discipline to my cooking.

Wordpress Website

Cori Chavez

As a digital media producer and business consultant, I help small and medium businesses grow and thrive by:

1. Providing valuable and relevant design and digital marketing expertise in order to quickly get their online presence and brand running smoothly and productively.
2. Empowering business owners with the knowledge, tools, and ability to manage their online content, including e-commerce stores, video, interactive and social media.

My strong design and aesthetic capabilities allow me provide entrepreneurs with the branding, user experience, and digital design that reflects the heart and soul of their business. I dig deep to understand each company’s point of view, identity, and business goals so that the design and content are aligned with their identity, potential market and customer base.

Specializing in the Agile approach, I put my 20+ years of digital design experience and online business expertise to practical use so that companies can see a return from their online investment quickly, measured by engagement, lead generation, customer experience, and retention.

I am actively involved in the digital content ecosystem and have led meetups, participate in professional conferences, and volunteered to help integrate digital trends and best practices with community organizations.

Public Relations

Lisa McAlister

Lisa has an extensive background in journalism and marketing, but her inextinguishable passion for connecting people with causes is what inspired her to found With Good Cause, Inc.

Strengths:
• Marketing and public relations campaigns that focus on brand development and recognition.
• Exceptional project management skills.
• Extensive work in event planning, management and promotion.
• Mission focus in corporate and sports philanthropy.
• Success in fundraising and developing corporate sponsor and private donor relations.
• Copywriting and content strategy.
• Accomplished writer and journalist with exceptional research and interview skills.

Her own work in the community is central to her business values and success. Lisa has been active on the Board of Directors for the “I Have A Dream” Foundation, The Public Interest Internship Experience at The University of Colorado, The Eye Health Institute and the Denver Better Business Bureau. She currently holds a position on the Advisory Board for the Sports Philanthropy Certification program at The George Washington University, is a mentor for the Watson Institute and serves as Public Relations and Media Advisor to Von’s Vision, the foundation created by Denver Bronco, Von Miller.

Cashflow

Natalia Crofut

CFO / COO Consultant – Specialized in growing businesses – CPG, Manufacturing – model tools for key executive decision making, participate in pivotal decision making on key strategic initiatives, interact to align departments with important policies and initiatives. Deliver significant performance improvements through value stream analysis, cash flow strategy and management. I help CEOs and Founders become profitable and control cash flow by providing tools, analytical insight, and recommending strategies to support growth plans. Audit of current processes, costs, and systems to prioritize and launch key initiatives needed to stabilize activity and drive growth.
Recognized as a leader with a pragmatic “roll-up my sleeves” approach to foster teamwork.
• Finance expert – Identify and implement financial strategies, modeling tools, budget, contracts, audit, tax, legal, work extensively with investors, banks, vendors, stakeholders. P&L responsibility $5MM.
• IT integration – Identify, acquire and implement systems and software.
• Provide actionable analysis to executive management by working cross-functionally to develop financial models that create accurate plans. Support strategic planning processes and long range planning by working in depth with stakeholders and creating financial models.
• Foster collaboration to drive efficiency improvements in operations, with a focus on workflow, logistics, inventory, and impact on cash flow.
• Board experience (Treasurer)
• Team with entrepreneurs to build business strategies, marketing plans, and financial proformas for cash flow analysis and for raising funds.
• International experience 15+ years working abroad.

Financial Strategy and CPA Services

Bill Jones

Bill is also a Boulder Colorado native.  He took an indirect route to the accounting field, starting college in technical theater.  When he began to look at business degrees, a mentor directed him to accounting describing it as the language of business.  A graduate of Metropolitan State College of Denver with a Bachelor of Science in Accounting, he spent 6 years in private industry before entering public accounting.  With 25+ years serving clients as a CPA, he values the role of trusted advisor.  He has broad experience in financial reporting, management consulting and individual and business income taxes.  Bill has overseen engagements ranging from start-ups to companies with over $1 billion in revenue, but his focus in on serving small, closely held, owner managed businesses and the related individuals.

Bill has served in various capacities with non-profits organizations.  He currently serves on the board of the Erie Colorado Chamber of Commerce and as a consultant for the Boulder Small Business Development Center.  Appointed by Governor John Hickenlooper in 2015, he continues to serve a dual role as a member of the Colorado Small Business Advisory Council and the Small Business Development Center State Advisory Board.

Bill values time with his family and takes great satisfaction in seeing his three kids develop into young adults.

In his spare time, he is an avid cyclist and recreational triathlete.  He is middle to back of the pack but is a 3-time Ironman finisher.

Funding/Colorado Enterprise Fund

Lewis Hagler

Lewis Hagler is the Director of Lending for Colorado Enterprise Fund’s loan operations. Mr. Hagler joined CEF in 1994. Previously, he was the Director of the SBDC in Boulder. He is an entrepreneur with over 35 years’ experience owning and operating many successful business ventures, with special knowledge of the restaurant and food service industry. He has served as a business consultant and trainer for numerous projects. Mr. Hagler’s financial analysis skills, extensive contacts, and “real-life” entrepreneurial knowledge make him uniquely qualified to manage CEF’s marketing efforts and structure loan requests.

Corporate Law

Zach Warkentin

Zach Warkentin is a creative and corporate law attorney in Denver, Colorado. He has forged successful careers in the legal, design, and music spaces, and worked within the entertainment industry as an artist, manager, promoter, and attorney for more than 15 years. He represents companies and creatives in a wide range of industries and corporate stages, and routinely advises clients on effective and efficient solutions to complex legal problems.

Zach’s Services:

  • Corporate, commercial, and business law
  • Intellectual property law
  • Contract drafting and analysis
  • Entertainment law
Contracting

Russell Long

Founder of Long Capture & Contract Management (LCCM) LLC. LCCM offers consulting services to help businesses find, understand, and win federal contracting opportunities. With over $2 billion in federal contracting experience writing solicitations, evaluating proposals, selecting contract winners, and administering contracts, LCCM brings insight and experience to your company.

Law

Allie Clark

Be the bridge, not the troll. I focus my practice on finding solutions, rather than answers. Being creative and adaptive in a legal field that is all but boilerplate is my number one priority. To do that, I find it absolutely necessary to understand my client’s business; from the intricacies of their products and services, to their goals and visions. I believe that building a strong foundation for communication is essential for not only your success, but ours as well. Before joining Sage Law Group, I represented emerging growth and mature private companies in Boston, MA.

Law

Liz Pope

R&D Tax Credits

Thierry Lepoutre

Founder and President of Boostr Consulting LLC (www.boostrconsulting.com). Providing consulting services to help innovative companies successfully claim R&D Tax Credits and obtain refunds from the government. Over 20 years of recovering R&D Tax Credits for companies in all industries, ranging from one-person startups to large multinationals.

Patent Attorney

Yoriko Morita

As much as I love spending time in the lab, I realized after I earned my Ph.D. in electrical engineering that I wasn’t going to be satisfied with life in the lab. My business side was clamoring for attention.

Since 1996, I’ve been creating and commercializing patent portfolios by combining my Ph.D. and MBA with the legal training I earned under the tutelage of a group of highly regarded Patent Attorneys at the Pritzkau Patent Group. I am a Registered US Patent Agent and Certified Licensing Professional (CLP). Part psychoanalyst…part secret agent…part corporate warrior.

It’s not a job for the timid, and that’s what I find most rewarding.

In the world of intellectual property law, I have built alliances, bridged the gap between organizations and negotiated contracts that have generated millions in revenue. I have maintained and commercialized patent portfolios and can talk technology with the best of them…think Matt Damon in any of the “Bourne Identity” films and you get the picture.

After forming my own IP consulting company in 2014, Soumei Consulting d.b.a. Patents Integrated, I have put a variety of clients on a concrete and strategic road to commercialization. Do you have a product, idea, or technology that needs a push? Please contact me at Yoriko.Morita@PatentsIntegrated.com and I can help. My specialties include intellectual property (IP), patent licensing, IP strategy, patent portfolio management, IP law, patent prosecution, standard-essential patents, due diligence and patent standards.

PowerPoint

Cindy Kalman

As a Staff Artist and through my own companies, KalMarx Design and OnPoint Presentation, I have gained extensive experience working with small to enterprise size companies. At my core, I am a storyteller with an expertise in turning words into meaningful images. This skill, along with my strong technical background, allows me to offer a wide array of design services, creating PowerPoint custom themes, presentations and animations, print collateral, branding, website artwork, and endearing illustrations. I create memorable graphics that engage and educate audiences – shifting easily and effectively between applications while designing, adeptly using:

• PowerPoint
• PowerPoint Animation
• Branding
• Logo Creation for Promotional Programs and Events
• Illustration
• Email Marketing
• Website Design
• Print Collateral
• Charts and Graphs
• Ads for Print and Web
• Whimsical Cartoons

Entrepreneurial Law

James Oury

25 years of global legal experience.
Founder of US and London law firms and serial entrepreneur (3 start ups and exits).
Member of the International Bar Association.

Bi-Lingual/Path to Entrepreneurship/Minority Business Office/

Carolina Flores Manross

Carolina posses over 24 years of expertise in business development consulting, marketing, sales and management.  Carolina is a bilingual multicultural consultant that has been successfully assisting business owners for over 12 years. Carolina provided services for one of the largest Hispanic markets in the country for many years in Orange County, California.  As a business consultant, Carolina has provided one on one consultations to over 300 clients and trained over 7,000 business owners in English and Spanish.  Carolina has been invited as a guest speaker at Women’s Business Forums, Business conventions and numerous Chambers of Commerce. Carolina understands the importance of a Holistic approach in consulting which includes personal development, providing resources, training and education for business owners as vital tools for business owners to succeed. Carolina’s commitment is to empower individuals to achieve their dreams and promote economic growth in their communities. Carolina is the creator of the Marketing Plan Express which facilitates the creation of a Basic Marketing Plan for small businesses.

Sales

Marty Wolff

With over 30 years of progressive education, marketing, sales and management experience in human fulfillment and organizational development, Marty Wolff teaches people how to predict and capitalize on future business trends.  His sales process is taught with an eye toward profitability, implementation, scalability and sustainability, not just increasing sales. Formed in 1998 the PosiDyne Groups helps startups, entrepreneurs, salespeople, leaders and their multi-generation (Millennials to Baby Boomers) organizations rapidly increase revenue through the use of a communications model that improves client’s interest in buying rather than being “sold”.