Healthcare doesn’t have to be expensive, confusing, or frustrating—and this session is here to prove it. Designed for business owners and individuals alike, this educational talk will empower you with practical insights into a better way to access and deliver care.
Presented by Smith Medical, this session explores a new healthcare model that’s driving measurable improvements in cost, outcomes, and experience. Learn how employers are reducing healthcare expenses by up to 40% while offering their teams significantly better care—and why this shift is a win for patients, providers, and businesses alike.
If you’re tired of the status quo and ready to explore smarter, more sustainable healthcare strategies, this session is for you.
Panel:
Moderator - Brandon Lloyd, Employee Benefits Consultant - Gallagher
Trent Feist, Regional Sales Manager - Vensure Employer Solutions
Jordy Rabinowitz, Managing Director, Human Resources Compensation Consulting - Gallagher
Andrew Blaylock, Shareholder - Minor & Brown PC
Panel Discussion: Your people are your greatest asset—and building a resilient workforce starts with smart strategies that balance compliance, care, and culture. This session is designed for HR leaders, founders, COOs, and legal/compliance professionals who are ready to strengthen their organization’s foundation for growth.
We’ll cover competitive hiring and retention tactics in today’s challenging labor market, how to design cost-effective and scalable benefits packages, and the legal best practices that help you avoid common (and costly) employment pitfalls. Plus, get insights into essential insurance coverage every growing company should consider—from liability and E&O to cyber protection.
Walk away with actionable guidance to protect your team, empower your people, and scale with confidence.
Understanding Market Volatility: Market volatility refers to the rapid and unpredictable changes in market conditions, often driven by economic shifts, geopolitical events, or industry-specific changes. For middle market companies—more agile than large corporations but less resource-rich than small businesses—understanding and managing volatility is essential.
Key Challenges: Middle market companies often face resource constraints, making them more vulnerable to sudden market changes. They need operational flexibility to adapt quickly and effective risk management strategies to mitigate potential downsides.
Strategies for Success:
Diversification: Spread risk by diversifying products, services, and markets to capture new opportunities.Financial Planning: Implement robust financial planning and analysis to forecast and prepare for market fluctuations. Innovation: Foster a culture of innovation to adapt to new market realities and customer needs. Strategic Partnerships: Form partnerships to gain additional resources and insights.Moderator - Brandon Lloyd, Employee Benefits Consultant - Gallagher
Justin Becker, Vice President Senior Business Relationship Manger - JP Morgan Chase
Michael Fleschner, Managing Director - GLC Advisors
Lisa D'Ambrosia, Director and Shareholder - Minor & Brown PC
David Lewis, National Managing Director - Gallagher
Panel Discussion: Scaling a business takes more than a great idea—it requires intentional leadership, operational clarity, and the right tools to support growth. This session is designed for founders, COOs, general managers, and operational leaders who are navigating the complexities of second-stage business growth.
Join us as we explore proven strategic planning frameworks, practical methods for improving operational efficiency, and how to evolve from a founder-led structure to a strong, collaborative leadership team. You’ll also discover key resources and partners available in Colorado to support your scaling journey.
Whether you’re building systems, developing talent, or aligning your team for the next level, this session offers valuable insights to help turn your vision into sustainable execution.
As healthcare costs continue to rise, second-stage companies in Colorado are seeking smarter, more sustainable ways to offer quality benefits. This session explores the evolving world of employer-sponsored health plans and the innovative alternatives emerging in today’s marketplace.
Designed for growing businesses, this session will provide clarity on the latest trends, cost-saving strategies, and flexible plan options that better serve both employers and employees. Discover how forward-thinking companies are improving care, cutting costs, and enhancing the employee experience through modern benefit solutions.
If you're looking to take control of your healthcare strategy, this session will equip you with the knowledge and options to make confident, informed decisions.
Moderator - Richard Hern, Senior Business Banker - Ent Credit Union
Justin Becker, Vice President Senior Business Relationship Manger - JP Morgan Chase
Manda Dinkel, MD, Colorado Attest Practice Lead and Shareholder and Managing Director - CBIZ
Philip Brewer, Vice President, Relationship Manager - Comerica Bank
Chris Job, Tax Manager - Whipplewood CPAs
Panel Discussion: Growth requires fuel—and for second-stage businesses, that means capital, credit, and smart financial infrastructure. This session is built for CFOs, controllers, founders, and finance leaders looking to unlock the resources and insights needed to scale sustainably.
We’ll explore the pros and cons of debt vs. equity financing, how to establish and manage lines of credit, and what it takes to build financial systems that grow with your business. You’ll also gain insider perspective on what investors and lenders are really looking for in your financials—and how to position your company for funding success.
Whether you’re preparing for your next raise or building long-term financial resilience, this session will help you make informed, strategic decisions to fuel your future.
Moderator - Matt Frary, CCTW Board Chair
Jeffrey Popiel, President & CEO - Geotech Environmental Equipment
Tyler Johnston, Partner/VP of Sales - VidaHR
Jennifer Meyer , President of Commercial and Consumer Business - SonderMind
Will Feldman, Founder/CEO - Garlic Media Group
