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 $40. A table of 10 is available for $400.
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 up to thirty 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 27th, 2014 from 8:00 a.m. until 5:00 p.m.
Currently the 2014 Business & Economic Forum is approved for:
The newly constructed parking garage located next to the Sorensen Student Center will have parking available for $1 per hour.
Yes. For parking information and updates about construction closures around campus please visit Pardon Our Dust