FEI Colorado

FEI Colorado is a professional organization for senior financial executives in Colorado.

10/14/2026

Exciting news for FEI Colorado! Laura Garcia, Manager of FP&A at Primoris Service Corp, is now part of our Chapter. Laura, thank you for joining our community.

10/12/2026

Eight sessions. Eight CPE credits. One day that covers what’s on every finance leader’s desk right now.

Join FEI Colorado for our Fall 2026 CPE Day on Friday, October 16, a full day of expert-led sessions, practical takeaways, and connections with fellow finance leaders. Register: https://bit.ly/4AhzMhI

On the agenda:
→ Leadership development pathways
→ Where cash management is heading, and whether your strategy is keeping up
→ A new model for vendor and third-party risk
→ Finance function readiness for private equity
→ Succession planning for privately held businesses, from a CFO’s perspective
→ Sales & use tax updates
→ A practical guide to managing currency risk

Sessions are led by experts from BrainWorks, BOK Financial, RGP, Plante Moran, Vectra Bank, Baker Tilly and more. ⬇️

Andrew Fejer, Managing Director, Lazear Capital
Douglas R. Griess, Partner, Snow Atkinson Griess
Pete Aden, CPA, CCIFP, Partner, Wipfli
Janet Lowe, EVP, Director of Private Banking and Wealth Management, Vectra Bank
Traci Dowd, Supervisory Special Agent, Economic Crimes Unit, Colorado Bureau of Investigation
Jeffrey Nowakowski, SVP, Foreign Exchange Specialist, BOK
Dominic Karaba, President & CEO, Vectra Bank
Dean Smith, Tax Partner, Plante Moran
Joanne Baginski, Partner, Transaction Advisory Services, Plante Moran
Marisa Famariss, SVP, Manager, Treasury Sales, BOK
Gary McPartland, Director, IT Risk Assurance, RGP
Jay Voncannon, CEO, Family Business Capital
Ashley Eaves, Senior Manager, Indirect – State and Local Tax, Baker Tilly
Lexie Torres, Director, Indirect – State and Local Tax, Baker Tilly

10/08/2026

Sharing an upcoming event from our Partners at Innovest!

Rising healthcare costs, increasing litigation risk, and retirement plan education that leaves participants confused and disengaged. For benefit plan sponsors and fiduciaries, standing still is no longer a safe option.

Join Innovest for The Benefit Plan Series: What Standing Still Costs Healthcare and Retirement Plan Sponsors, a complimentary morning briefing covering:
-Healthcare's growing threat to the U.S. economy and fiduciary exposure
-A practical path to fixing disjointed retirement plan communication
-Recent benefit plan litigation and what it means for sponsors

Tuesday, October 13 | 7:30 – 10:30 AM MT
Cherry Hills Country Club, Cherry Hills Village

Register: https://bit.ly/3TBW25G
Questions? Contact Marisa Joseph at [email protected]

10/06/2026

Earn 8 CPE credits in one day. FEI Colorado's Fall 2026 CPE Day lineup is here!

Here's a preview of what's on the agenda:
→ Cash management strategy in a shifting landscape
→ A new model for third-party and vendor risk management
→ Finance function readiness for private equity
→ Succession planning for privately held businesses, from a CFO's perspective

Swipe through to review the sessions. 👉

Session 1 | Leadership Development Pathways
Jay Voncannon, BrainWorks

Session 2 | Cash Management is Moving. Is Your Strategy Keeping Up?
Marisa Famariss, BOK Financial

Session 3 | Vendor Risk Meets Resilience: A New Model for Third-Party Risk Management
Gary McPartland, RGP

Session 4 | Beyond Due Diligence: Finance Function Readiness for PE
Dean Smith and Joanne Baginski, Plante Moran

Sessions 5 & 6 | Succession Planning for the Privately Held Business: A CFO's Perspective and Strategy
Dominic Karaba, Vectra Bank, and panel

Session 7 | Sales & Use Tax Updates
Lexie Torres and Ashley Eaves, Baker Tilly

Session 8 | Hedging Your Bets: A Practical Guide to Currency Risk
Jeff Nowakowski, BOK Financial

Friday, October 16 | 7:30 AM – 5:00 PM MT
Vectra Bank Corporate Center, Denver

Register: https://bit.ly/4AhzMhI

10/01/2026

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals.

Thank you for supporting FEI Colorado! To learn more, please contact Sabastian Champlin, or visit: https://bit.ly/3ENkSTk

09/29/2026

Let’s give a big FEI Colorado welcome to Taylor Donegan, Services Finance Controller at Schneider Electric! Taylor, we’re excited to have you in our growing network of finance leaders. Welcome aboard!

09/25/2026

It’s a great day for FEI Colorado as we welcome Joe Calabria, SVP Finance and Accounting at GOLFTEC! Please help us give him a warm welcome in the comments below.

09/24/2026

Knock out 8 CPE credits in a single day, with sessions built for today's finance leaders.

Join FEI Colorado on Friday, October 16 for our Fall 2026 CPE Day at the Vectra Bank Corporate Center in Denver.

Here's a preview of what's on the agenda:
→ Cash management strategy in a shifting landscape
→ A new model for third-party and vendor risk management
→ Finance function readiness for private equity
→ Succession planning for privately held businesses, from a CFO's perspective

Expect practical takeaways, fresh perspectives, and time to connect with fellow financial executives, with breakfast and lunch included.

BrainWorks
BOK
RGP
Plante Moran
Vectra Bank
Baker Tilly

Additional session topics and speakers will be announced soon. Register here: https://bit.ly/4AhzMhI

09/18/2026

One day. Eight sessions. 8 CPE credits.

FEI Colorado's Fall 2026 CPE Day is coming! Join us for a full day of professional development, timely insights, and meaningful connections with fellow finance leaders.

Friday, October 16, 2026 | 7:30 AM - 5:00 PM MT
Vectra Bank Corporate Center | 7222 E Layton Ave, Denver, CO 80237

Expert-led sessions will tackle the topics and emerging issues shaping the work of today's financial executives, from cash management strategy and third-party risk to finance readiness for private equity and succession planning for privately held businesses. Attendees walk away with practical takeaways, fresh perspectives, and tools to help navigate an ever-changing business and financial landscape.

Featured sessions include:
-Cash Management Is Moving - Is Your Strategy Keeping Up? (BOK)
-Vendor Risk Meets Resilience: A New Model for Third-Party Risk Management (RGP)
-Beyond Due Diligence: Finance Function Readiness for PE (Plante Moran)
-Succession Planning for the Privately Held Business: A CFO's Perspective (Vectra Bank)
Plus sessions from BrainWorks, Baker Tilly & BOK.

Registration opens at 7:30 AM with coffee and pastries, and lunch is included. Eligible for 8 CPE credits. Additional session topics and speakers will be announced soon! Register now to reserve your spot: https://bit.ly/4AhzMhI

09/17/2026

AI has moved past the financial close - where are the everyday wins? Join us for a morning of practical insight: AI in Action: Practical Wins for Everyday Work.

Wednesday, September 30, 2026
📍 ERP Advisors Group Office | 390 Union Blvd, Ste 540, Lakewood, CO 80228

AI has expanded well beyond early wins in financial close and reporting into real day-to-day automation: invoicing, chart of accounts monitoring, allocations, and more. But with so many tools now available, how do finance teams turn all that potential into quick, practical results?

Hosted by ERP Advisors Group, this session brings together Oracle NetSuite and Stoneridge Software (a Microsoft Dynamics 365 partner) to showcase the everyday tasks AI is already helping teams streamline, and how to adopt the right tools for greater efficiency and growth.

You'll walk away able to:
✔️ Picture what a typical day looks like for finance teams using an AI strategy
✔️ Identify quick ways to capture AI value inside your ERP system
✔️ See how AI reduces manual work so your team can focus on higher-value tasks

Featuring Marcus Haug & Connor O'Brien (Stoneridge Software) and Nathanael Moon (Oracle NetSuite).

☕ Complimentary breakfast and artisan coffee provided. Eligible for 1 CPE credit. Space is limited. Register today: https://bit.ly/44TvAqe

Address

500 Discovery Pkwy Suite 125
Superior, CO
80027

Website

http://feicolorado.org/

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