Kathleen Odle |  Sherman & Howard, LLC 

Bill Fender | Innovest Portfolio Solutions, LLC

Bill is a Principal, Senior Consultant and member of Innovest’s Investment Committee.  He has over 28 years of experience in financial services.  His clients include foundations, retirement plans and individuals.  Bill is responsible for Innovest’s expert witness services.  His expertise and experience focuses on litigation involving fiduciary duties associated with trusts and estates, retirement plans, foundations and financial advisers. Bill is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.

Theresa McDowell | EKS&H

Theresa is a Senior Manager in the Audit service area of EKS&H and has been involved in public accounting since 1996, serving privately held companies.  She has extensive experience in the employee benefit plan area.  Theresa has worked with over 100 plans to address the compliance issues that have arisen as a direct result of the financial statement audit of the plan. Her expertise expands beyond the financial statement audit to assist clients in bringing their plans into compliance with their plan document as well as ERISA.

Jim Cowgill | EKS&H

Jim is a lead partner in the Boulder office focusing in the audit service area of EKS&H and has been with the firm for over 15 years. He has provided services to closely-held businesses, venture capital backed companies and public companies in a variety of industries. Jim has assisted numerous clients with capital-raising activities, as well as ongoing Securities and Exchange Commission reporting compliance. He has extensive experience in audits of employee benefit plans, and conducts training courses and seminars related to benefit plans.

Kim Schultz | Denver Compensation & Benefits, LLC

Kim has more than 15 years of accounting and consulting experience, nearly all of which have been focused exclusively in the employee benefits area.  Kim provides consulting services on all tax qualified retirement plans and health and welfare arrangements. Kim’s specific focus is employee benefits tax matters, plan design, compliance, and implementation issues. She has significant experience in tax qualified plan design and compliance matters in both the public and private sectors. She is frequently engaged to represent clients in front of the Department of Labor and Internal Revenue Service regarding qualified plan compliance issues.

Sandy Shoemaker | EKS&H

Sandy is a partner in the audit service area and leads the employee benefit group at EKS&H.  She has been in public accounting since 1990.  She has been involved with over 200 employee benefit plan audits including defined contribution and defined benefit plans.  Sandy has a depth of experience working with employee owned companies and advising on the proper use of employee stock ownership plans.

Wendy Dominguez | Innovest Portfolio Solutions, LLC

Wendy is the President and co-founder of Innovest Portfolio Solutions LLC. She has 20 years experience in the investment consulting profession. Her clients include some of the largest public and private sector retirement plans in the state of Colorado. At Innovest, she is responsible for client coordination with providers, money managers, custodians, administrators, auditors and actuaries. She oversees retirement plan vendor searches and money manager searches, and personally handled vendor and manager negotiations for clients saving them, in many cases, hundreds of thousands of dollars.

Rick Rodgers | InSight Employee Benefit Communications

Rick is a co-founder and Principal of InSight Employee Benefit Communications. With more than 23 years of experience working as an educator and consultant to governmental and private-sector retirement plans, he offers clients a rich perspective on the firm’s continual effort to improve the design and effectiveness of their defined benefit and defined contribution retirement plans. His contributions to the retirement plan industry include education and communications programs that foster a prudent and practical approach to investment selection, fee transparency, and plan design.

Gordon Tewell | Innovest Portfolio Solutions, LLC

Shane Brown | EKS&H

Shane Brown is a partner in the audit service area of EKS&H and has been involved in public accounting since 1998, serving private and public companies. He has expertise in the construction industry, including working with contractors large and small, specialty contractors, governmental contractors, as well as architecture and engineering firms.  Shane has extensive experience in employee benefit plan audit and compliance.

Marcia Hannan | EKS&H

Marcia Hannan is a Manager in the tax service area of EKS&H and has been involved in public accounting since 1978, serving privately-held companies.  She has expertise in a variety of industries.  Marcia has experience working  in the tax compliance area with responsibility regarding 5500 preparation for all types of Benefit Plans and DOL/IRS audits.  Marcia is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.