To register, contact:
For more details about the event or sponsorship, contact:
Several topics and training classes provided by top leaders in their fields, including:
CE will be offered for many of the workshops including:
We will be honored with two keynote speakers for this event,
Seats for the lunch and keynote speaker, President Matthew S. Holland, are available
for $30. A table of 10 is available for $300.
Lunch is provided by the award-winning UVU Culinary Arts Institute. Time to network and visit the exhibit area are included during lunch.
We are continuing the tradition of community networking at this event. It is designed to help all of our attendees create, discover, and renew valuable business relationships. This allows for cross-industry collaboration and growth.
We anticipate over 20 exhibits hosted by sponsors and the University covering a wide range of educational and professional services, many of them important to your business and client. This year we have increased the amount of floor time of participants in the exhibit areas.
A social scientist specializing in organizational change, Ron McMillan is the New York Times bestselling author of “Crucial Conversations,” “Crucial Accountability,” “Influencer,” and “Change Anything.” For thirty years, he has delivered engaging keynotes at major conferences including the American Society of Training and Development and the Society for Human Resource Management. He has spoken at hundreds of conferences, conventions, and management retreats as well as delivered keynote addresses for Fortune 500 organizations. Recognized as a subject-matter expert in influence, leadership, and workplace communication, he has been featured widely in the national media and his work has been translated into 28 languages and has generated results for 300 of the Fortune 500.
John Unice is a principal, co-founder, and senior partner of Keeler Thomas. He has been educating and working in the financial and estate planning industry for over 30 years and has taught financial principles to thousands of participants across the United States. He has emphasized providing customized financial services and multi-generational wealth planning for families and has led in providing consulting, financial, and negotiating skills for support of business clients. He earned a bachelor’s degree in economics from Brigham Young University and is a registered securities principal and a certified financial planner, holding Series 7, 63, and 24 securities licenses.
Bill Heder, a partner at MacArthur, Heder and Metler, PLLC, in Provo, Utah, graduated from the J. Reuben Clark Law School at Brigham Young University in 1998. He was the recipient of the Utah Bar Association Student Award for Professional Responsibility. Bill’s practice is directed toward probate and estates litigation, along with real property and contract issues. Bill is married to his High School sweetheart, Lee Ann Muir, and they are the parents of six children.
Tim Larsen is a managing partner of Squire & Company, PC, and leads a team of dedicated professionals in helping clients meet their personal and business goals. His areas of focus include taxes, business consulting, individual and business tax planning and return preparation, and estate planning. He is a member of the Life & Disability Insurance Committee of the AICPA (American Institute of Certified Public Accountants) and has served on the AICPA’s Joint Trial Board since 2011. He is the first individual in Utah to receive the Certified Information Technology Professional designation from the AICPA. He holds a Master of Accountancy degree from Brigham Young University.
Natalie Gochnour is associate dean in the David Eccles School of Business at the University of Utah and is chief economist and senior advisor to the Salt Lake Chamber in charge of a new public policy initiative serving Utah business and community leaders. As the executive vice president for policy and communication at the chamber, she helped create and lead the Downtown Rising movement, helped expand Utah’s TRAX light rail and FrontRunner commuter rail service, and co-led an effort to launch the Utah Health Exchange. She has advised Utah governors and served as the media spokesperson for the governor’s office during the 2002 Olympic Winter Games. She also served as a political appointee in the George W. Bush administration.
Justin Hale is a master certified trainer in Crucial Conversations and Crucial Accountability Training and a certified trainer in Change Anything Training. At the center of trainer development at VitalSmarts, which supports 7,000 certified trainers around the world, he provides support for all new trainers and coaches them on training rollout, implementation, and measurement. He also develops resources for trainers to better learn and teach the principles in VitalSmarts’ four training programs. He created the standard training overview presentations being used, helping trainers create buy-in and excitement for the training throughout their organizations. He holds a bachelor’s degree in social psychology from Brigham Young University.
Peter Robinson is the Morris Professor of Entrepreneurship and academic director of the Entrepreneurship Institute at Utah Valley University. He has significant experience in training and development as well as in consulting in technology and business development. He developed the Entrepreneurial Attitude Orientation (EAO), a measure of an entrepreneur’s mindset along four dimensions: innovation in business, achievement in business, personal control in business, and self-esteem in business. The EAO has been cited in more than 400 publications and has become a foundation instrument in assessing the effect of entrepreneurship education. He received a Fulbright Award to teach at the State University of Management in Moscow, Russia.
Richard Swart is an international-award-winning academic and a recognized global thought leader in the crowdfunding industry. He is a founding board member of the Crowdfunding Professional Association (CfPA) and the Crowdfunding Intermediary Regulatory Advocates (CIFRA). He was director of research for the University of California, Berkeley, Program in Innovation in Entrepreneurial and Social Finance and was the lead author on a research project for the World Bank exploring crowdfunding and funding models for innovative technology. He has lectured in Europe, Africa, the Middle East and throughout the U.S. In recognition of his research in the United Kingdom, he was recently made a fellow of the Royal Society of Arts.
Susan Grassli works with GBS Benefits as its legal healthcare reform and compliance advisor. Since coming to GBS she has immersed herself in the areas of healthcare reform mandates, compliance, and the overall application and affect the AHA legislation will have on employers. She has 15 years of combined experience with GBS, as a litigator with the Attorney General’s office, and with the firm Howard, Phillips and Andersen, where she focused on retirement, disability and health benefit issues. She speaks throughout the state on the effects of the AHA legislation. She holds a Juris Doctorate degree from Brigham Young University Law School.
Derek Miner is one of the founders of OrangeSoda.com and has built the sales team from the ground up, helping OrangeSoda become one of Utah’s fastest growing and most successful companies. OrangeSoda was recently acquired by Deluxe Corporation, a Fortune 1000 company traded on the NYSE. With over a decade of online advertising and startup experience, he is an expert at structuring and closing strategic relationships. He has been honored by Utah Valley Business Magazine as one of the area’s Top 40 Under 40 executives and has been named to the Signal Peak Capital Top 100 Venture Entrepreneurs four years in a row.
Geoff Germane is a member of Kirton McConkie's tax & estate planning section, focusing on estate, tax, business, and asset protection planning. He advises individuals and business owners on legally sound strategies to protect their assets and to reduce or eliminate taxes. He counsels clients on legacy planning to maximize intergenerational wealth and to reduce family stress and tension. He is a member of the UVU Gift Planning Advisory Board and the Brigham Young University Management Society and has been an adjunct professor at UVU and at the Marriott School at BYU. He earned his Juris Doctorate, cum laude, at BYU.
Doug Flake is a partner in the tax department at Squire & Company. His industry specialties include corporate, partnership, trust, individual tax returns, estate tax, gift tax, and other types of returns. He enjoys working with clients in estate and tax planning and business ownership succession planning and resolving complex taxation issues. At Brigham Young University he was named a Karl G. Maeser Scholar. He later completed his Juris Doctorate degree at Brigham Young University Law School, graduating magna cum laude.
Russell Smith is a business and tax attorney with Durham Jones & Pinegar in Salt Lake City, representing private and emerging growth companies as well as private equity funds. His representation extends from pre-inception planning through liquidation or exit in matters including entity formation, debt and equity financings, equity incentive compensation, mergers and acquisitions, joint ventures, strategic alliances, and technology development and protections. He was named Business Law Practitioner of the Year by the Utah Bar Association and has served as chair of the business section of the Utah State Bar. He holds a Juris Doctorate degree, cum laude, from the J. Reuben Clark Law School at Brigham Young University.
Mark Astling advises a wide variety of corporate, pass-through entities, and individuals on federal and state tax issues, including business formations, equity compensation, mergers and acquisitions, debt and equity offerings, tax accounting, tax-exempt organizations, and other tax planning matters. He also represents taxpayers in IRS and state audits and administrative appeals, as well as deficiency litigation in the U.S. Tax Court. He joined Durham Jones & Pinegar after practicing in the Salt Lake City office of Stoel Rives. Prior to that, he worked with Deloitte & Touche as a tax consultant. He earned his Juris Doctorate, cum laude, from the University of Minnesota Law School.
Tad Harris has been with Fidelity Investments for 10 years. He currently operates as the regional planning consultant, providing coaching and training to account executives in the Salt Lake City, Orem, and Boise investor centers. He is a graduate of Brigham Young University.
Val Hale serves as president and CEO of the Utah Valley Chamber of Commerce. He was previously vice president for university relations at Utah Valley University, overseeing legislative affairs, marketing, public relations, media relations and community relations. He also developed partnerships between UVU and local businesses. From 2006 to 2010, he was advancement vice president at UVU, responsible for fundraising and external activities. Last year the Orem City Council selected him as the recipient of the Walter C. Orem Award for distinguished community service.
Donna Milakovic is the executive vice president of the Utah Valley Chamber of Commerce and was previously president/executive director for the Lehi Area Chamber of Commerce. In her first year as a chamber president, she was recognized by the members as Business Person of the Year and was later nominated by her peers to serve on the Utah State Chamber board of directors. She is currently the chair elect for the 2013 state chamber board and participates in several professional and community organizations. She graduated from Brigham Young University and has completed the U.S. Chamber of Commerce Institute of Organizational Management, receiving her IOM designation.
Kevin Simister is a partner with Hawkins, Cloward & Simister CPAs. He was named Utah’s Outstanding C.P.A. in 2007. He is a former council member of the American Institute of Certified Public Accountants and past president of the Utah Association of Certified Public Accountants. He serves on the National Advisory Board of UVU’s Woodbury School of Business and chaired the Faculty Development Board, and he serves on Brigham Young University’s Professional Advisory Committee. He co-authored the Utah State Quality Review requirements for C.P.A. licensing in Utah, and he is accredited in business valuation and certified in financial forensics. He graduated magna cum laude from Brigham Young University.
Robert S. (Rust) Tippett is a partner at Bennett Tueller Johnson & Deere in Salt Lake City. His practice focuses on all aspects of estate planning, including trusts, probate, estate and gift taxation and conservatorships. He is also an adjunct professor at Brigham Young University Law School, where he teaches the Wills & Estates course. He holds a Bachelor of Arts degree from Yale University and a Juris Doctorate degree from the University of Michigan. He is the author of “The Utah Law of Trusts & Estates,” a comprehensive online legal reference treatise, and he was the author of Utah’s new asset protection trust law, which became effective in 2013.
The Forum is a one-day business professional event targeted to develop and enrich the legal, accounting, and financial planning professionals as well as entrepreneurs and business leaders in our community. The Forum is a one-day business professional event targeted to develop and enrich the legal, accounting, and financial planning professionals in our community. It will be held on the UVU campus on May 14th, 2015 from 8:00 a.m. until 5:00 p.m.
The 2015 Business & Economic Forum will have sessions approved for CPE, CLE, CFP, LIFE, and PACE credits. Number of approved hours TBA.
The newly constructed parking garage located next to the Sorensen Student Center will be available free of charge for Business & Economic Forum participants.
View our full Business & Economic Forum Advisory board
Yes. For parking information and updates about construction closures around campus please visit Pardon Our Dust
Marc Archambault serves as Vice President for Utah Valley University’s Division of Development & Alumni. Prior to joining the UVU, Marc Archambault spent four years at the Harvey Mudd College as the vice president of advancement and six years at Purdue University in various directorships, culminating in the role of senior director of University Foundation relations and advancement for Discovery Park. Marc has chaired or been a member of advisory boards for numerous academic, professional, non-profit and community organizations. Marc is a veteran of more than 25 years in high education administration; he joined UVU in August 2010. Marc holds a certificate in fundraising management from Indiana University School of Philanthropy and graduated magna cum laude from Saint Michael’s College with degrees in both physics and English.
As the director of events and communications for Utah Vally University’s development and alumni division, Jessica Ballard develops major fundraisers, community events and donor cultivation opportunities for the University. Before joining UVU, Ballard worked as the manager of special events for the American Red Cross Utah Region and the director of marketing and public relations for the Ririe-Woodbury Dance Company. She graduated from Westminster College last spring with a Master of Professional Communication degree and recently earned the Certified Special Events Professional designation.
Wayne focuses on tax, estate and retirement planning and administration. He received his Masters of Accountancy from Utah State University in 1997 and Joined Squire that same year. He thoroughly enjoys helping individuals, families and companies make and meet their financial goals. He and his wife Tami have 3 children and live in Payson UT. Mr. Barben enjoys the outdoors, sports, good movies and music.
James Cardall has presented workshops sponsored by educational institutions and businesses in the Intermountain area on a variety of financial topics for many years. These include estate planning, asset protection strategies, exit planning for business owners, retirement planning, qualified and non-qualified retirement plans, long term care and more. Mr. Cardall helps clients develop plans and strategies for the accumulation, management of assets for income, tax reduction strategies and the ultimate transfer of their estate.
Gerald Garrett is Co-founder, Senior Partner and President of Keeler Thomas, Inc. He has been active for the last 30 years in creating and developing successful domestic and multi-national businesses. Using that experience, he has helped to build a highly successful investment management firm that serves clients in 35 states throughout the U.S. Mr. Garrett holds a B.S. degree in Economics and Accounting from Brigham Young University. He is a Certified Wealth Consultant with The Heritage Institute and also holds the Professional Plan Consultant designation from Financial Standards, LLC.
Geoff Germane is a member of Kirton McKonkie’s Tax & Estate Planning section. His focus is on estate, tax, business, and asset protection planning. He advises individuals and business owners on legally sound strategies to protect their assets and reduce or eliminate taxes. He counsels clients on legacy planning to maximize intergenerational wealth and reduce family stress and tension. Presentations he has given. Mr. Germane is an Adjunct Professor of Business Law in the Marriott School at Brigham Young University.
Vicky is a member of the UVU Foundation team and is dedicated to furthering the purposes of UVU’s outreach in the community. Vicky is a UVU Alumni and graduated magnum cum laude with a Bachelor of Science degree in Finance. Vicky has been a long-time business owner and has been a part of the real estate industry for most her lifetime. Vicky is the proud mother of seven children and three grandchildren and resides with her husband, Michael, in Orem.
Steve attended Brigham Young University in Provo, Utah and Graduated magnum cum laude with a Bachelor of Science degree in accounting April 1974. He is a Certified Public Accountant in Utah and California as well as a member of the Utah Association of Certified Public Accountants.
Mr. Hortin has been an Independent public accountant and consultant since 1985, specializing in financial consultation with entrepreneurs and their closely held businesses with emphasis on tax planning, compliance and wealth management.
Ray has been in the financial services industry for over 15 years. He qualified for the Million Dollar Roundtable his first year in business and has been an active member ever since, qualifying for Court of the Table in past years. He has volunteered for many years at MDRT and is active in NAIFA. Ray founded the Utah County Estate Planning Study Group which meets for the benefit of improving the skill set of attorneys, CPAs, and Financial Advisors. They meet with a common goal of improving financial education and the lives of the residents of Utah County. He has been nationally recognized for his published articles on estate planning.
Joel comes to UVU from the American Cancer Society, where he served as the central region vice president of the Great West Division. In this position, Joel oversaw the 40 staff members covering Utah, Western Wyoming, and Nevada, who were responsible for the day-to-day patient services programs and annual giving activities of the organization. Joel has also worked in university advancement positions at Utah State University, George Washington University, Georgetown University, and the University of Maryland. Joel has bachelor of science and master of science degrees from Iowa State University.
Greg King was born and raised in Provo Utah, attended Provo High School and graduated from Brigham Young University with a degree in Business Management. Professionally he has been employed as a Financial Advisor for over 31 years. He specializes in Wealth Management and manages over three hundred million in client assets. He is married to his wife of 30 years and has three adult children. Outside interests include spending time with family, hunting, fishing, waterskiing and riding his mules.
Randy Lish is often a featured speaker for NBI, Inc., which sponsors seminars that provide attorneys, CPAs, bankers and other professionals with necessary Continuing Education. He has been practicing law since 1982, with much of his practice in the above areas since 1985. He has been an Admitted Attorney with the Utah Supreme Court. Mr. Lish is also a Past Adjunct Faculty member at Utah Valley University.
Founding partner of MacArthur, Heder & Metler, PLLC, located in Provo, Utah, Paul practices in the areas of estate planning, tax planning, business contracts and formation, tax exempt organizations and adoption. Paul is a co-founder of A Child’s Hope Foundation, a “public charity” that seeks to find families for orphaned and abandoned children worldwide. His involvement stems from his own experience as an adoptive parent. He and his wife, Monica, have seven children, three of whom were adopted. Paul received a B.A. in English/Business Management from Brigham Young University (BYU), a Juris Doctorate from the J. Reuben Clark Law School at BYU and an Ll.M. in Taxation from the Washington School of Law.
Paul sits on the boards of several non-profit organizations as he seeks to make a difference in his community and, where possible, his state, country and world. He loves and enjoys his family and has had several opportunities to share his passion for A Child’s Hope Foundation and the work that it is involved in with his older children who now agree that a trip to Mexico to work on the orphanage project there beats a trip to Disneyland every time.
Donna is currently the Chair Elect for the 2013 State Chamber Board. Before becoming the Executive Vice President at the Utah Valley Chamber, Donna was President/Executive Director for the Lehi Area Chamber of Commerce for three years. In her first year as a Chamber President, she was recognized by the members as “Business Person of the Year” and later nominated by her peers to serve on the Utah State Chamber Board of Directors. She participates in several professional and community organizations.
Derek is one of the founders of OrangeSoda.com, and he has built the sales team from the ground up, helping OrangeSoda become one of Utah’s fastest growing and most successful companies. OrangeSoda was recently acquired by Deluxe Corporation, a Fortune 1000 company traded on the NYSE. With over a decade of online advertising and startup experience, Derek is an expert at structuring and closing strategic relationships. Personally, Derek has been honored by Utah Valley Business Magazine's as one of the area’s “Top 40 Under 40” executives and has been named to the Signal Peak Capital Top 100 Venture Entrepreneurs 4 years in a row.
Mikki O’Connor is the Assistant Dean in the Woodbury School of Business. She is proud to be a staff member of Utah Valley University. Her position includes serving as Chair WSB Curriculum Committee, meeting with students on a daily basis, supervising the advisement center, overseeing internships, and working with the Woodbury National Advisory Council. Special projects this year have included developing a Matriculation Course for business students, creating a new mentoring program to help students gain additional skills and knowledge for success, and develop a recruiting plan for the school.
Mikki has a passion for education and understands how it changes lives. Her goal is to have every student that enters the Woodbury School of Business reach their potential and develop a successful career.
She is the mother of seven children and has seventeen grandchildren. Mikki resides in Cedar Hills with her husband James. She is an avid reader and loves gardening, painting with watercolors and interior design.
Cristina Pianezzola is an alumnus of Utah Valley University where she was a recipient of the Presidential Scholarship and served as the international vice president of Phi Theta Kappa. She went on to receive her bachelor’s in philosophy from Texas Tech University, attending on a Presidential Leadership Scholarship. Being a recipient of the Harry S. Truman Scholarship, she used the funds to attend Brigham Young University’s J. Reuben Clark School of Law, where she obtained her juris doctorate degree. After practicing law for several years with Utah Legal Services, she joined the development team at UVU in 2000 as the attorney for the Planned Giving Office.
Ms. Reay is a partner at Hawkins Cloward & Simister, LC, Orem, UT. She was recently awarded the 2010 American Institute of CPAs Women to Watch Emerging Leader Award. She is a Certified Public Accountant, Certified Pension Consultant, and Qualified Pension and 401k Administrator. Ms. Reay specializes in the design, implementation and administration of qualified retirement plans.
Lori graduated with an MBA from Utah State University. She is currently an ad hoc committee member for the ASPPA Education and Exam Committee. Prior to joining the firm, Ms. Reay was an auditor for the Utah State Tax Commission. She taught at Provo College and served on the Board of Directors of Kids on the Move, a local non-profit organization.
Peter teaches entrepreneurship and technology commercialization through for credit classes and training for business professionals. Peter has been active in research with over 50 publications in peer reviewed journals, proceedings, book chapters and white papers, and over 75 presentations at conferences, seminars and workshops in the US, Canada, Jamaica and Russia. His research focuses on the psychology of entrepreneurs and entrepreneurship education. Dr. Robinson has significant experience in training & development as well as consulting in technology and business development. Peter has been a mentor and advisor with business owners through the start-up and growth of multiple businesses. He has been on over a dozen advisory boards and boards of directors providing insights on market, human resource and financial elements of the businesses as well as technology development.
Dr. Jacob Sybrowsky currently serves as an Assistant Professor and Personal Financial Planning Program Director for the Woodbury School of Business at Utah Valley University. He holds a Ph.D. in Personal Financial Planning from Texas Tech University. Sybrowsky also attended Brigham Young University where he earned a Master's degree in Marriage, Family, and Human Development and a Bachelor's degree in Linguistics with a minor in Korean. Prior to joining the Woodbury School of Business, Dr. Sybrowsky taught in the Personal Financial Planning program at Texas Tech University. His research focuses on inheritance and wealth transfers with a focus on personal and behavioral characteristics that can predict changes in wealth accumulation. He also works as a Consultant for Evensky and Katz Wealth Management in Coral Gables, Florida and LJCooper Wealth Advisors in Orem, UT.
When not working, Jacob enjoys spending time with his wonderful wife, Carrie, and “most beautiful little girls in the world”- daughters, Elizabeth and Catherine. As a family they spend time running together and enjoy developing their heirloom garden. Most recently they have added beekeeping to a growing list of family hobbies. When it’s time to get away, they fish and ski in the mountains surrounding their Provo, Utah home.
Shauna Leavitt Theobald is the director of the Utah Valley University Entrepreneurship Institute hosted in the Woodbury School of Business.
She is the past director of the Novell Technology Center; as well as the regional director of the Small Business Development Center. She currently serves on the following boards: the Academy for Creating Enterprise, the Utah Open Source Foundation, the Alpine District Business Advisory Council, and the Utah Valley Entrepreneurial Forum. She was a finalist in the Women Tech Awards and received the UVEF ‘Greatest Contributions to Entrepreneurs’ award in 2012.
Shauna holds degrees from Brigham Young University, Utah Valley University, and an MBA from Utah State University.
Chuck has been a principal and Senior Partner with Keeler Thomas since 1988. As the company’s Portfolio Manager, he also specializes in asset allocation modeling, modern portfolio theory, and securities selection for individual client investment portfolios. Firm assets managed are in excess of $100 million. He is the primary bond and stock trader for the company and serves as a member of the Investment Committee and as its senior research analyst. Over the last 27 years he has successfully advised clients concerning their investments, retirement and estate planning needs.