CPE #1 – 1 Credit (4:30 – 5:20 pm)

Market Update:  Trends in the private capital markets, evolving transaction structures and components

Adams Price

Managing Director, P&M Corporate Finance – PMCF

CPE Information

Program Content

The market for mergers, acquisitions and capital formation are ever-changing, as new methods for deploying capital and apportioning risk are developed.  This session will provide an overview of the most recent trends in:

• Private debt
• Private equity
• Transaction structures
• Transaction liability insurance

Learning Objectives

Obtain an understanding of trends in Private debt, Private equity, Transaction structures and Transaction liability insurance

Other CPE information

Field of Study: Finance

Recommended Credit: 1 CPE

Instructional Delivery Method:  Group Live Lecture

Prerequisites/Advanced Preparation:  None

Program/Experience Level:  Introductory

Speaker Bio

Mr. Price is a Managing Director of P&M Corporate Finance (PMCF) and has more than 30 years of professional experience in strategic planning and execution for mergers and acquisitions (M&A); transaction development and execution; profit and loss (P&L) management; consulting services delivery in strategic services; software selection and implementation; e-commerce strategy, selection, and implementation; and management consulting. In addition, he has 17 years of direct experience in M&A transactions and capital formation transactions.

Prior to joining PMCF, Mr. Price was the President of EKS&H Capital Advisors, LLC where he successfully led buy-side, sell-side, and strategic advisory projects for clients across industries, including software, business and financial services, energy, manufacturing and distribution, clean tech, and supply chain management. He is a member of the Association of Corporate Growth and contributes to M&A focused events.

Mr. Price received his BSCS in Computer Science and Business at the University of Puget Sound, and earned his MBA from the University of Denver. He is a licensed securities representative, holding his Series 24, 63, and 79 registrations.

CPE #2 – 1 Credit (7:00 – 7:50 pm)

Blockchain & Cryptocurrency: Current & Future Business Impact

Sean McBride

Partner, Plante Moran

CPE Information

Program Content

The presentation will cover both a basic outline of blockchain and cryptocurrency technologies, current and projected impact on general business as well as specific updates on investments and trends in various industries and niches. Specifically, we will cover:

• Blockchain Overview
• Industry Investments & Impacts
• Cryptocurrencies as Investment Instruments
• Risks & Opportunities

Learning Objectives

Attendees will have the opportunity to have informative, practical and inquisitive dialogue about these two emerging and disruptive technologies in their organizations and circles of influence.  

Other CPE information

Field of Study: Specialized Knowledge

Recommended Credit: 1 CPE

Instructional Delivery Method:  Group Live Lecture

Prerequisites/Advanced Preparation:  None

Program/Experience Level:  Introductory

Speaker Bio

As a leader in the technology practice of our Rocky Mountain region and head of our business analytics practice firmwide, I specialize in business technology advisory consulting, business analytics, including budgeting and forecasting software solutions, and managed IT services. I help business owners improve financial performance and increase value through leading effective change where people, process, and technology intersect.

I have more than 20 years of experience in creating, growing, and providing professional services to meet multiple needs of CEOs, CFOs, and CIOs. Much of my work has been with high-growth clients in the manufacturing, distribution, construction, and not-for-profit industries. I’m passionate about building innovative, successful teams composed of passionate, competent, and servant-minded consultants to help serve the unmet needs of entrepreneurial, growing businesses.

Clients often refer to me as an “interpreter,” and I consider that a compliment because I believe that technology shouldn’t be a mystery to any decision-maker being asked to make such investments. I’m also very passionate about creating talented teams with multiple perspectives and experiences to develop transformative business solutions and to effectively guide our clients through change. With these thoughts in mind, I created our firm’s annual Rocky Mountain tech summit to educate our clients on evolving technology trends that impact their businesses, and to provide practical perspectives that they can incorporate immediately to see increased alignment of technology strategy with business strategy and improved returns on technology investments.

I’m a member of the AICPA and the Colorado Society of CPAs, and I’m proud to be a board member for Little Help, a local nonprofit that connects neighbors with seniors, empowering them to thrive independently in their everyday lives. I received my B.S. in accounting from the University of Notre Dame.

My only daughter has named me “Dad of the Year” for 10 years running, so feel free to ask me all about her! My family and faith are great passions of mine. Living in Colorado, I enjoy most outdoor sports and activities. At heart, I’m a “small-town” guy and a “water-baby,” having grown up in small to midsized towns on Lake Michigan and in Indiana before moving out to Denver and enjoying all that the Rocky Mountains have to offer.

Fun fact: I love to see new things, experience new cultures, and eat great ethnic foods. I lived overseas for a year and have traveled to nearly all 50 states and almost 20 countries across five continents.