Our Presenters

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.


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.


  • 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.

Buying or Selling a Business

Suzanne De Lucia

Suzanne De Lucia is the President and managing broker of Front Range Business, Inc. She holds an MBA from the University of Northern Colorado with an emphasis in Management, as well as a Chemical Engineering degree from the University of Colorado, and a BS in Biology from the University of Denver. In addition to her careers as a business intermediary and chemical engineer, Suzanne has owned businesses in the distribution and manufacturing industries. Suzanne has been selected as a Fellow of the International Business Brokers Association (IBBA), the association’s highest honor. She has also earned the IBBA’s Certified Business Intermediary (CBI). Suzanne has served on the IBBA Board of Directors, and as Vice-Chairman of several committees in the IBBA. She is a founding member of the Colorado Association of Business Intermediaries (CABI), where she is a Past President and Past Chairman of the Education Committee.

Web Marketing/Analytics

Matthew Edgar

Matthew Edgar is technical marketing and web analytics consultant at Elementive (www.elementive.com). Since 2001, Matthew has helped hundreds of companies grow through a process of analyzing and optimizing their websites, search presence, and online marketing. Using a strong analytical and technical framework, Matthew helps clients understand all aspects of their marketing to better connect with customers, increase conversions and grow their business. You can connect with Matthew on Twitter @MatthewEdgarCO.

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.


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.

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.

Grassroots Marketing/Copywriting

Debra Jason

A recipient of the Rocky Mountain Direct Marketing Association’s (RMDMA) “Creative Person of the Year Award,” Debra Jason started The Write Direction in 1989.

Past President of the RMDMA, she is a seasoned direct response copywriter with more than 30 years of experience in the field of direct marketing. During that time she has personally written thousands upon thousands of words for hundreds of clients around the country (and some overseas).

Debra is the author of the award-winning, best-selling book Millionaire Marketing on a Shoestring Budget™: How to attract a steady stream of happy clients, make more money and live your dream. She is also a contributing author with New York Times best-selling author Joel Comm, of So What Do You Do? Discovering the Genius Next Door with One Simple Question.

When other writers have researched books on direct response copywriting and freelance writing they’ve turned to Debra for her input. She has been quoted in such books as The Complete Guide to Writing Web-Based Advertising Copy to Get the Sale, Modern Media Writing, Copywriting Success, Second Lives: Becoming a Freelance Writer and Smart Business Solutions: Direct Marketing & Customer Management.

In 2012, after 10 years living in paradise on the island of Kaua`i, Hawaii, Debra returned to Boulder, CO where she first started her business. As a professional speaker, author, direct response copywriter and multi-faceted marketing mentor, she empowers you with the powerful business building tools you need to gain exposure and attract a steady stream of happy clients with fun and ease so that you too can live your dreams.

She believes everyone has a gift to share with the world and wants you to help you get your message out there in a big way—a way that resonates with your ideal clients.

In addition to being a featured guest on online programs she has delivered numerous live presentations and workshops on the value of building relationships and the art of engaging as they apply to attracting clients, generating leads and networking online and off.

Debra treasures time with family and friends, loves dancing, yoga, the serenity of the ocean, and memories of walking her beautiful (and famous) golden retriever, Ike, along the white sand beaches of the incredible north shore of Kaua’i.


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.


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.

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.

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.

Digital Marketing

Marshall Hayes

Marshall runs Amplio Digital, which was voted top 50 Colorado Companies to watch, top 50 best companies to work for in Colorado (twice), number 182 on the Inc 500. Amplio focuses on helping brands that do good in the world grow their online sales, mostly through Amazon. Entrepreneurship runs deep in Marshall as he’s started 10 companies and loves being a part of the startup community in Colorado and contributing as a mentor, investor, and business operator.

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.

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.

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.


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.

Commercial Real Estate

Thomas Metzger

A seasoned commercial real estate investment and development professional with seventeen years of industry experience and thirty years overall. Tom works for Regency Centers, a publicly-traded Real Estate Investment Trust. He manages development and construction projects for Regency’s new and existing neighborhood retail shopping center properties. In Boulder, Regency owns Crossroads Commons (Whole Foods) at 28th and Pearl as well as Arapahoe Village (Safeway) at 28th and Arapahoe. Tom has personal investments in commercial real estate and he has led and participated in investments as a principal, manager and partner. Tom holds a Bachelor of Science degree from the U.S. Naval Academy, where he studied engineering and played Division 1 football. He also earned a Master of Business Administration from Pepperdine University.

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.
Business Attorney

Theresa Pickner

Theresa A. Pickner has been practicing law in Colorado since 1989, and she has been presenting the Start-Up Essentials workshop at the Boulder Small Business Development Center for over 20 years.

Theresa’s fields of expertise include: Existing Businesses, Business Start-Ups, Taxation, and Estate Planning. Theresa will help you understand the process and give you the confidence to make the best decisions. For over twenty years, she has helped hundreds of entrepreneurs and individuals. She is the co-author of The Small Business Legal Tool Kit.


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.

• 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.


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.

Managing Overwhelm

Holly Tarry

I believe radical transformations are possible. As a coach and facilitator, I see every interaction we have with ourselves and others as a lesson. The more we can learn about ourselves the better we are able to understand the anatomy of our patterns and change them.

With nearly twenty years facilitating tough conversations, I’m ready to help you and your team find your Root Purpose.

Managing Overwhelm

Lisa Pederson

Lisa Pedersen is a co-founder and Principal of Root Purpose Group, specializing in leadership coaching and organizational development. Lisa is committed to helping clients identify their core values and authentic self. When people are rooted in their purpose they have their greatest impact—on their relationships, on their work, and on the world. Through coaching, she asks tough questions, challenges assumptions, and encourages her clients to dig deep to uncover the source of an issue. From this, clients gain the clarity and confidence needed to take action, knowing it’s aligned with their purpose.

Lisa has over 25 years of organizational leadership in both for profit and nonprofit industries. Most recently she led the Humane Society of Boulder Valley, a nationally recognized leader in animal welfare, for 12 years as CEO. She developed expertise in strategic planning, public speaking, board management, fundraising and business development. Lisa built value-aligned teams, who challenged the status quo by creating first-of-a-kind programs and services.

Business Valuation

Joe Clement

Joe has performed business and intangible asset valuations since 1986. Particular areas of expertise are fair value analyses, valuations for equity based compensation and transactional analyses related to merger and acquisition and buy/sell agreements. Joe also performs valuations for estate and gift tax purposes.

Hein & Associates
CBIZ Valuation Group
Arthur Andersen Valuation Services Practice
Valuation Research Corp.


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.


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.


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.


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

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.


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”.

English English Spanish Spanish