Session Details
Date:
3:00 PM
More Information
Every time you open the paper, one of the FAANGs (Facebook, Amazon, Apple, Netflix and Google) seem to be acquiring a company as a beachhead to enter a new industry. With smart strategies and focus, existing companies within the targeted industry can hold the strength of that competition at bay and potentially turn their tactics against them. Lack of preparation and sitting still may quickly find your company facing an existential crisis if you are not comfortable with change. With this panel, you will learn how Colorado business leaders are positioning their enterprises to defend against the Goliaths as they make efforts to control price, quality, supply chain, and time to market in industries across the economy.
Speakers
Joe Guerriero
General Counsel, Flexential
Joe leads all legal, compliance and real estate portfolio development and management activities at Flexential. He ensures best practices in all corporate governance and guides all commercial arrangements with customers, partners and vendors. Having joined the company in 2010, he is responsible for the continued growth trajectory through his work on the company’s M&A and real estate activity, thus expanding its national footprint.
Previously, Joe spent ten years in private practice assisting customers with corporate transactions, including mergers, acquisitions and joint ventures, private and public securities offerings and compliance matters and corporate governance. He received his J.D. from the University Of Denver Sturm College Of Law, and a B.S. in business administration and B.A in economics from Boston University.
Traci Lounsbury
CEO & Founder, ELEMENTS
Traci is a visionary leader with more than two decades at the helm of four successful commercial interiors businesses. Today, as CEO and founder of ELEMENTS, she is at the forefront of driving change in the way commercial environments are designed and built in the Rocky Mountain region, helping organizations use human-centered design to customize environments that positively impact peoples’ lives. Under her leadership, ELEMENTS has become one of the state’s largest integrated interiors partners and one of the largest woman-owned businesses in Colorado.
Traci has been named one of the Denver Business Journal’s Outstanding Women in Business as well as EY’s Entrepreneur of the Year for the Mountain States Region. She has been recognized as an Enterprising Woman of the Year by Enterprising Women magazine and was named the Downtown Denver Partnership’s Volunteer of the Year in 2017. Outside of ELEMENTS, Traci is a champion for women entrepreneurs. She personally helped launch and co-leads the Women on the Rise program through the Commons on Champa, which supports the continued economic vitality of the city, while providing mentorship, counsel and support to the next generation of female entrepreneurs. She is currently on the board of the Downtown Denver Partnership.
Eric Mattson
Principal, Excellere Partners
Eric brings to Excellere Partners over 25 years of merger and acquisition, strategic consulting and senior operations experience. Prior to joining Excellere, he was Executive Director at United BioSource Corporation (UBC), an Express Scripts company. During his tenure with UBC, a global provider of pharmaceutical support services, he was responsible for several acquisitions/integrations and the start-up and growth of multiple new business activities. Prior to that, Eric was Executive Vice President with HealthStar Communications, an international medical communications company, where he was responsible for business optimization across several subsidiary operations.
Key aspects of each of his past two roles include executing acquisitions and divestitures, acquisition integration and developing growth strategies. In addition, he also has advised companies in the areas of strategic planning, marketing and corporate value enhancement. Eric began his career in corporate finance for Paradyne Corporation, a then NYSE-listed manufacturer of telecommunications equipment. He earned a degree in business administration with majors in finance and economics from the University of South Florida.
Michael McAllister
Founder & CEO, The CE Shop
The CE Shop is a fast growing, e-learning company focused in the real estate industry, serving a national audience of real estate professionals through the delivery of online continuing education courses. The company holds accreditation credentials with real estate regulators nationwide, as well as marketing and affiliation agreements with the the National Association of REALTORS, hundreds of state and local REALTOR Associations and real estate brokerage firms coast to coast.
With an outstanding group of curriculum, compliance, sales, marketing and IT professionals at his side, Michael leads the company in its strategic direction while maintaining oversight of all functional areas of the business. Specializing in start-up business management and leadership, Michael is currently focused in online curriculum development, learning management system design and integration.
Riley McLaughlin
CEO, I-kota
As CEO of I-kota, Colorado's Premier Affordable Housing Contractor, Riley has performed estimating and pre-construction services on more than 200 projects. He specializes in ground-up construction with a focus on helping I-Kota expand through controlled growth. Riley's goal is to provide superior customer service to each owner in the hope of turning repeat customers into loyal customers. He believes in taking a proactive approach to problem solving, minimizing change orders, keeping the project on schedule and under budget, and understanding the needs, wants, and goals of the owner. More importantly, it is Riley’s mission to ensure that the environment is enjoyable and even fun. In his free time, Riley enjoys cheering on his alma mater, the 6 time national champion North Dakota State Bison, mountain biking, golfing, and spending time with his wife and 2 young kids.
Michelle Carr (Moderator)
Partner, Moss Adams
Michelle has practiced public accounting since 1999. She oversees assurance engagements and consulting projects for technology and software firms, manufacturing and distribution companies, and clients in the mining sector. Her assurance work has ranged from audits for SEC engagements to due diligence services and other agreed-upon procedures. In addition, Michelle provides technical support on complex accounting issues and advises on revenue recognition, inventory, impairment matters, goodwill, and merger and acquisition transactions.
