Meet Our Members

MEMBER STRONG

EPIC is a group of prestigious business executives partnering to invest in children. As leaders in their companies and industries, our Members are leaving a legacy of true progress and lasting change—guided by our Board of Directors.

Emeritus

MEMBERS

Greg Anton*

Retired Partner
BDO USA
Past Board Chair

Greg Anton is a founding partner of Anton Collins Mitchell LLP (ACM), a Denver, Colorado based CPA firm with offices in Boulder, Denver and Greeley. ACM has been distinguished for both its rapid growth over the past decade and the creation of a desirable work environment. The 100+ member firm has been recognized as a 2010-2014 Best Accounting Firm to Work for by Accounting Today, a 2011-2015 Best Company to Work for in Colorado and a two time Fastest Growing Private Company.

Greg served as Chairman of the Board of Directors of the American Institute of Certified Public Accountants (AICPA) (2011-2012). He is the recipient of the AICPA’s 2015 Gold Medal Award for Distinguished Service, the highest award granted by the AICPA and is given to CPAs who have made major contributions to the CPA profession. Greg is the founder of the AICPA’s What’s at Stake? The CPA Profession on Federal Fiscal Responsibility initiative which offers non-partisan guidance on how the U.S. government’s financial statements can be used for greater understanding of the nation’s fiscal health and clear analysis into why the financial statements provide a different perspective compared to the annual federal budget. Accounting Today has recognized Greg as one of the Top Most Influential People in Accounting. He has also been named one of The Top 25 Thought Leaders in public accounting technology by CPA Practice Advisor magazine.

During his career Greg has provided accounting and auditing services to private, public and multinational businesses. He has consulted on debt and equity offerings and various IPO’s. Greg’s defining characteristics are the long-term relationships he fosters with his clients, and his dedication to their total business needs which go beyond traditional accounting and auditing services.

Greg served as Chair of the Colorado Society of Certified Public Accountants (COCPA) Board of Directors during its Centennial year, is past President of the University of Northern Colorado (UNC) Alumni Association and past chair of the UNC School of Accountancy Advisory Board. Greg also co-chaired the COCPA Foundation’s Centennial Scholarship Campaign which successfully raised over $1.0 million for college accounting scholarships. Greg is a recipient of the Honored Alumni Award from UNC for his contributions to business and has been recognized as a top business news maker by the Denver Business Journal.

Greg and his wife Julie have two children, Cameron and Jacob. He enjoys spending time with his family including skiing, mountain biking, boating and fishing.

Professional Affiliations:
American Institute of Certified Public Accountants, Board of Directors (2006-2009, 2010-2013), Chairman (2011-2012)
International Federation of Accountants, Nominating Committee
National CPA Financial Literacy Commission, Chairman
Association of International Certified Professional Accountants, Past Board Member
Chartered Institute of Management Accountants, Council Member (2011-2013)
Executives Partnering to Invest in Children (EPIC), Chairman
Mile High United Way, Board of Trustees
Junior Achievement, Board of Directors
Colorado Concern, Member
Wish of a Lifetime, Board Member
Colorado Society of Certified Public Accountants, Real Estate Committee (1995-1999), Board of Directors (1999-2005), Chairman (2004-2005)
Governor’s Early Childhood Leadership Commission (ECLC), Past Member
Colorado Concern, Member
Colorado License 0013767

Education:
BS Accounting, University of Northern Colorado

Geta Asfaw*

President
Addis & Company/Ababa & Company

Geta Asfaw is a native of Addis Ababa, Ethiopia. He moved to the United States at age 18 to attend the University of Washington in Seattle, Washington. He has earned three college and post-graduate degrees, including an A.A., B.A., and M.A. He has been married to his wife Janice for over 30 years and has three grown children named Elias, Desta and Abraham.

Today Geta is the owner of eight McDonald’s restaurants and has a number of real estate investments throughout the Denver metro area. He has sponsored a number of activities with schools and non-profit organizations. Geta is a member of the “Global Hunger Project,” which is an organization dedicated to ending world hunger. This organization is active in over 24 countries. His achievements have been highlighted in the Colorado Black Leadership Profiles, and he has been named as a “Who’s Who among Colorado’s Outstanding Leaders.”

Geta has recognized the need to help the community, the city and beyond. He created the Asfaw Family Foundation to serve as a vehicle to give back to the communities in which he has served for over the past 20 years. One of these programs is, the “Arches of Hope Bicycle Giveaway,” which provides over 300 new bicycles and helmets to worthy elementary school students every Christmas season. The Foundation also provides tuition and other important benefits to school children in East Africa. In addition, the “Aim High” scholarship program provides financial assistance to African American male students. This program is designed to help increase the number of African American males on college campuses. Geta always believes that it is the responsibility of every business person to be involved and give back to the community – A strong community means a strong business and a win-win result for everyone.

Geta has been honored to receive numerous awards and to be recognized by a variety of organizations. Some of these recognitions include:

  • The Colorado Council of Mediators and Mediations, “Peace in the Community” award.
  • The Denver NAACP, “Caring and Sharing” award.
  • The American Red Cross, “Volunteer in Foreign Language Interpreter” award.
  • The Denver City Council, “Outstanding Community Service” award.
  • The Urban Spectrum News, “An African American Who Makes a Difference” award.
  • 100 Black Men of America, “Entrepreneur of the Year” award.
  • The Colorado Black Chamber of Commerce, “Entrepreneur of the Year” award.

Geta has also lent his time to be involved with non-profit organizations, as well as board member and advisory positions. Some of these organizations include:

  • The Ronald McDonald’s House Charity
  • University of Colorado Boulder – Athletic Mentor Program
  • Denver/Boulder Better Business Bureau
  • Denver Kids, Inc.
  • City Park Alliance
  • Urban Peak
  • The Colorado Black Chamber of Commerce

Brad Busse*

President
Busse Ventures
Past Board Chair

Brad Busse is President of Busse Ventures LLC. Busse Ventures is an entity Mr. Busse formed to manage his business interests and investments. Prior to forming Busse Ventures, Mr. Busse provided senior industry coverage across all industry groups for RBC Capital Markets, which is a wholly-owned subsidiary of the Royal Bank of Canada, from April 2012 to February 2014.

Previously, Mr. Busse was Co-Head of the Communications, Media & Entertainment (“CME”) Group for RBC Capital Markets from January 2007 to April 2012, where he was responsible for the management and strategic development of the CME Group’s business, which includes mergers & acquisitions, equity and debt capital formation and financial advisory engagements.

Mr. Busse joined Daniels & Associates in 1985 after receiving broad experience in finance and accounting. After briefly serving in the Cable Television Group, he took responsibility for building the Telecommunications Group, which completed more transactions in the wireline, wireless and telecom infrastructure sectors than any other investment bank during his tenure. Mr. Busse was President and one of two lead principals at Daniels & Associates when it was acquired by RBC Capital Markets in January 2007.

Mr. Busse began his professional career at Arthur Anderson & Co. in 1980 and, subsequently, became a financial manager for a $1 billion energy concern. He received a bachelor’s degree in accounting from the University of Denver and an MBA from Regis College.

Mr. Busse was appointed by Governor Bill Owens to serve on the Colorado Commission on Science & Technology (2000-2006). In 2010, he was appointed by Governor Ritter to the Colorado Commission on Early Childhood Leadership (reappointed by Governor Hickenlooper in 2012) and served until the commission completed its work in 2014. He also was appointed to the Board of Pinnacol Assurance by Governor Hickenlooper in November 2017, which was confirmed by the Colorado State Senate in January 2018, and served through August 2021.

Mr. Busse has served as a member of the Executive Advisory Board of the Daniels College of Business at the University of Denver which he chaired for three years (April 2009 – April 2012) since 1996 and became an Emeritus member in March 2022. He has served on the Board of Trustees of Mile High United Way since 1998 which he chaired for two years (July 2008 – June 2010) and currently serves as an Emeritus member. He also served as Chairman of the Million Dollar Roundtable Council for United Way Worldwide from 2002 to 2007.

Mr. Busse is a founding member and past Board Chair of the Executive Roundtable of EPIC (Executives Partnering to Invest in Children), a member of the Denver Chamber of Commerce and a member of Colorado Concern, which is a non-partisan association that addresses issues which impact Colorado’s economy and lifestyle and whose membership includes many of the top business executives in Colorado.

Pat Hamill*

Chairman and CEO
Oakwood Homes

Patrick Hamill received his BSBA in the School of Real Estate and Construction Management from the University of Denver in 1981. In 1991, he founded Oakwood Homes, LLC. His company’s commitment is and always has been, to listen to the customer, focus on their needs and provide a rewarding buying experience. Currently Oakwood Homes is the largest private builder in the Denver metropolitan area and is ranked third in the market share. Oakwood homes celebrated their 20th year in the home building business in 2011, as well as building their 10,000th home. Aside from the sales figures, Oakwood Homes, under the direction of Mr. Hamill, is a company committed to the growth and development of the Denver area beyond housing.

He is Founder and Chief Executive Officer of Oakwood Homes, LLC. In addition to Oakwood Homes, Mr. Hamill’s other business affiliations include: Town and Country Title and Insurance, Green Valley Ranch Golf Club, Precision Building Systems and PKK Investments. He is a Past Chairman and a member emeritus of the Board of the Boys & Girls Clubs of Metro Denver, Trustee of the University of Denver, Chairman of the Colorado Open Golf Foundation, Chairman of the Board of Colorado Concern and serves on the board of HealthOne. He is also serving on the Governor’s Early Childhood Leadership Commission.

In an effort to not only build a master-planned community in the Denver area, but also support the community in and around it, Mr. Hamill co-founded two community development organizations in the greater Denver area: The Foundation for Educational Excellence and the 21st Century High Tech Academy.

His creation of the “Home for Good” program where Oakwood Homes, along with affiliated trade contractors, built and donated a home valued over $300,000 to the Boys & Girls Clubs of Metro Denver. This program raised in excess of $700,000 for the Clubs. In 2012 Oakwood, and its affiliated trade contractors, built and donated the Dream Home for St. Jude’s Hospital, which netted them $1,200,000 for research and the hospital. In 2013 Oakwood completed their second Dream Home for St. Jude’s.

Mr. Hamill has received the “Professional Achievement Award” through the University of Denver Founders’ Day in 1999 and in 2007 was awarded the Boys & Girls Clubs Champion of Youth Award.

David Hammond*

Retired Partner
Davis Graham
Past Board Chair

After specializing in complex civil litigation at both the trial and appellate levels throughout the western United States for 35 years, David Hammond retired from the practice of law in January 2015.  For his entire career, including 30 years as a partner, Davis Graham & Stubbs was his professional home.

David is a former Vice Chairman of the Board of Executives Partnering to Invest in Children (EPIC), having contributed to several newspaper guest columns, serving on the Board’s public policy committee, participating in the successful effort to extend Colorado’s Child Care Contribution Tax Credit, and promoting the collaborative use of the tax credit.

In 2017, David joined the Board of the Early Childhood Council Leadership Alliance, which works with Colorado’s local Early Childhood Councils to improve young children’s access to quality services and supports.

David graduated from Dartmouth College, summa cum laude, and from Harvard Law School. 

Daniel Ritchie*

Chancellor Emeritus
University of Denver
Past Board Chair

Daniel Ritchie, EPIC’s founding board chairman, passed away in January 2025. He played a pivotal role in shaping the organization’s mission. To read more about his life and legacy, his obituary is available here.

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Burnie Zercher*

Owner
Industrial Constructors/Managers Inc.

Burnie Zercher started his career path at John Brown University located in Siloam Springs, Arkansas. There he received his degree in Bachelor of Science – Building Construction and Design/Structural Engineering. Burnie was the highest ranking senior in the Division of Engineering and graduated with high honors from John Brown University.

His professional experience began as a carpenter on a rough frame crew in Security, Colorado. He made his way through the field as Construction Supervisor for Sudan Interior Mission in Addis Ababa, Ethiopia, to Project Superintendent for Martin K. Eby Construction Co. in Wichita, Kansas. In 1983 Burnie Zercher started his own company: Industrial Constructors/Managers, Inc. The business is currently thriving as a successful construction company operating in three states and embodies 100-120 employees.

On top of running his own company, Burnie is also involved in the Pueblo Community. Burnie joined Rotary 43 in 1986 and served as President for the 1994-1995 year term. In 1997 Burnie was District Governor for Southern Colorado and Northern New Mexico. Burnie has been a board member of the Red Cross Pikes Peak Chapter of the American Red Cross since 2006. In 2012 Burnie became the Chairman of the Red Cross Peak Chapter and is serving still. His newest adventure was becoming founding member and current chairman of Executives Partnering to Invest in Children-Pueblo. After volunteering for 14 years in the Pueblo City Schools, Burnie became sensitized to the issues of early childhood development and the importance of early childhood education.

* Founding members/organizations

Trailblazer

MEMBERS

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Mike Kehoe

VP Finance
PCL Construction

PCL Construction Enterprises, Inc., VP-Finance (2000-Present) PCL’s most senior finance professional in the U.S., responsible for the accounting, financial reporting, tax, investment, and treasury functions.  Member of PCL’s primary operating board of directors and its investment committee.  Secretary/Treasurer and Board Member for numerous PCL subsidiary companies in the U.S. KPMG, LLP, Audit Associate/Senior/Manager/Sr. Manager (1992-2000) Worked as an auditor with a primary focus on the construction, engineering, and real estate industries.  Early promotion to Audit Senior, Manager and Sr. Manager.

Education/Recognition University of Colorado-Boulder, MBA in Accounting, 1992. Treasurer of the Beta Alpha Psi accounting fraternity. University of Wisconsin-Madison, B.S. in Investment, Banking & Finance, 1987.  Member of the Finance Society. 2017 Denver Business Journal-Top Financial Executive Award Recipient 2019 Kate Waller Barrett Community Service Award Winner

Charitable/Not-for-Profit Experience Mile High United Way Board of Trustees Member (2016-2019), Alexis De Tocqueville Society Co-Chair (2019-2021). Former Board Chair-Florence Crittenton Services of Colorado (formerly Parent Pathways), a charitable organization that includes a high school in partnership with DPS and support services for pregnant and parenting teen mothers.  Successfully led capital campaign, campus redevelopment plan, and renewed public/private partnership with DPS (2009-2015). Former Board Member for the Construction Financial Management Association (CFMA)-Denver Chapter (2004-2012).  Active membership in the Denver Chapter. Served 19 Seasons as a youth sports coach in Golden, CO.

Deron Brown

President and Chief Operating Officer, U.S. Operations
PCL Construction

Deron Brown serves as President and Chief Operating Officer of PCL Construction’s U.S. Operations, leading more than 2,000 employee-owners in delivering complex, high-impact construction projects nationwide. He oversees all aspects of the U.S. business and serves on PCL’s board of directors, bringing more than 25 years of leadership experience in construction and organizational growth.  

Since joining PCL in 1996, Deron has held multiple leadership roles, driving operational excellence and innovation. He has been recognized by Engineering News-Record as a Top 25 Newsmaker for advancing construction innovation and by the Denver Business Journal as a Most Admired CEO. 

 Deron is deeply committed to community and philanthropic work. He serves on the boards of Mile High United Way and Make-A-Wish Colorado supporting initiatives that improve children’s lives and strengthen communities. He also serves on the National Board of the ACE Mentor Program of America, which helps mentor high school students pursuing careers in architecture, construction and engineering. 

A licensed general contractor and Auburn University graduate with a degree in Construction Science, Deron blends professional expertise with a people-centered leadership approach. He is husband to Deborah, father of three and grandfather to one granddaughter. He believes that the principles that build strong families — trust, respect, and support — are the same values that create high-performing teams and thriving organizations. 

Stephanie McCay

Director of U.S. Communications
PCL Construction

Stephanie McCay leads U.S. communications for PCL Construction, driving strategic initiatives that enhance employee engagement and strengthen corporate culture. With nearly two decades of experience in communications and public relations, she develops creative campaigns that resonate with diverse audiences and connect stakeholders to the PCL brand. 

Passionate about the power of storytelling, Stephanie leverages innovative strategies and technology to elevate PCL’s brand, enrich the employee experience and support organizational goals. She holds a master’s degree communication with an emphasis in public relations and marketing from the University of Denver, a bachelor’s degree in speech communication from Colorado State University, and a certificate in crisis management from MIT. She is also a graduate of the Colorado Chamber’s Leadership Program.

Stephanie is recognized for her industry leadership, including being named to Ragan Communications’ 2024 Top Women in Communications and Engineering News-Record’s 2022 National Top 20 Under 40. She also served for six years on the board of Florence Crittenton Services, a high school supporting pregnant and parenting teens with education, career guidance, and parenting training. 

She is a proud mother of three, an active school volunteer and enjoys traveling with her husband.  

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Pat Hamill

Chairman and CEO
Oakwood Homes

Patrick Hamill received his BSBA in the School of Real Estate and Construction Management from the University of Denver in 1981. In 1991, he founded Oakwood Homes, LLC. His company’s commitment is and always has been, to listen to the customer, focus on their needs and provide a rewarding buying experience. Currently Oakwood Homes is the largest private builder in the Denver metropolitan area and is ranked third in the market share. Oakwood homes celebrated their 20th year in the home building business in 2011, as well as building their 10,000th home. Aside from the sales figures, Oakwood Homes, under the direction of Mr. Hamill, is a company committed to the growth and development of the Denver area beyond housing.

He is Founder and Chief Executive Officer of Oakwood Homes, LLC. In addition to Oakwood Homes, Mr. Hamill’s other business affiliations include: Town and Country Title and Insurance, Green Valley Ranch Golf Club, Precision Building Systems and PKK Investments. He is a Past Chairman and a member emeritus of the Board of the Boys & Girls Clubs of Metro Denver, Trustee of the University of Denver, Chairman of the Colorado Open Golf Foundation, Chairman of the Board of Colorado Concern and serves on the board of HealthOne. He is also serving on the Governor’s Early Childhood Leadership Commission.

In an effort to not only build a master-planned community in the Denver area, but also support the community in and around it, Mr. Hamill co-founded two community development organizations in the greater Denver area: The Foundation for Educational Excellence and the 21st Century High Tech Academy.

His creation of the “Home for Good” program where Oakwood Homes, along with affiliated trade contractors, built and donated a home valued over $300,000 to the Boys & Girls Clubs of Metro Denver. This program raised in excess of $700,000 for the Clubs. In 2012 Oakwood, and its affiliated trade contractors, built and donated the Dream Home for St. Jude’s Hospital, which netted them $1,200,000 for research and the hospital. In 2013 Oakwood completed their second Dream Home for St. Jude’s.

Mr. Hamill has received the “Professional Achievement Award” through the University of Denver Founders’ Day in 1999 and in 2007 was awarded the Boys & Girls Clubs Champion of Youth Award.

Amy Schwartz

VP of Social Responsibility
and Community Partnerships

Oakwood Homes

Beginning in January 2024, Amy leads Oakwood Homes’s social responsibility and affordable housing initiatives. Through Solution Builders, Oakwood’s newest venture, she will develop public-private partnerships to accelerate housing. Before joining Oakwood’s executive team, Amy led Oakwood’s educational foundation, BuildStrong Education, for 15 years. BuildStrong’s focus continues to center on accelerating educational excellence and academic outcomes across Oakwood’s communities. Amy helped open a dozen new schools, including the BuildStrong Academy of Colorado which provides construction trades workforce development training and job placement.

In total, Amy has more than twenty-five years of experience working with various communities and educational programs. Her work has centered on the goal of increasing student outcomes in under-resourced, low-performing school communities through collaboration, family support and public-private partnerships. In 2019, Amy co-founded The STEAD School, which is an agriculture science, project-based-learning, charter high school in Commerce City, Colorado, authorized by the 27J School District. In January 2023, Amy received the Colorado Governor’s Citizenship Award in Innovation and Growth in recognition for founding the school.

Amy currently serves on the boards of The STEAD School, Executives Partnering to Invest in Children and Chairs the Town of Lyons Planning and Community Development Commission. She was also a founding board member of the Lyons Valley Preschool which opened after the devastating Colorado floods of September 2013.

Amy was a member of the first cohort of the University of Denver’s Executive Certificate Program in Affordable Housing and she received a Certificate in Education Finance from Georgetown University. Amy received her Bachelor of Arts degree in Art History from Wittenberg University, her Master of Arts in Social Research Methodology from the University of California, Los Angeles, and her Doctorate in Education from the University of Denver. In 2021, Dr. Schwartz was honored as a David L. Clark Scholar by the University Council for Educational Administration and the American Educational Research Association.

Jamie Van Leeuwen

Managing Director
BuildStrong Foundation

Jamie Van Leeuwen, PhD, MA, MPH, is a distinguished leader and advocate in public policy, community development, and social justice. He is the Managing Director of the BuildStrong Foundation focusing on affordable housing and workforce development. He is the principal and founder of Bucephalus, a best practices community development and social impact firm and is the Chief of Philanthropic Partnerships at Fathom working to convene the voices of society to ensure a successful transition to a world with AI. He is also the founder and former CEO of the Global Livingston Institute (GLI), a non-governmental organization in East Africa that engages students and community leaders in poverty alleviation through innovative solutions. He most recently served as the Senior Director of Youth & Community Engagement at the Emerson Collective, where he focused on cultivating and leveraging cross-sector relationships to engage young leaders in critical social issues in education, conservation, immigration, healthcare, and youth development.

With a career spanning over 15 years in public service, Jamie served as a trusted advisor to Mayor and Governor John Hickenlooper in Colorado. Jamie holds a PhD in Public Policy from the Graduate School of Public Affairs at the University of Colorado Denver, specializing in affordable housing and homelessness. Jamie is a Fulbright scholar and an Aspen Institute Ideas Fellow.

Stephanie is recognized for her industry leadership, including being named to Ragan Communications’ 2024 Top Women in Communications and Engineering News-Record’s 2022 National Top 20 Under 40. She also served for six years on the board of Florence Crittenton Services, a high school supporting pregnant and parenting teens with education, career guidance, and parenting training. 

She is a proud mother of three, an active school volunteer and enjoys traveling with her husband.  

* Founding members/organizations

Organization

MEMBERS

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D.J. Close

Executive Director
Delta Dental Colorado Foundation (DDCOF)

D.J. Close is a civic and social impact leader with a proven track record in cross-sector partnerships. His background in philanthropy, nonprofit, government and private business have all focused on addressing inequities in Colorado communities.  

He joined Dental Dental of Colorado Foundation (DDCOF) in the spring of 2023 and is responsible for guiding the foundation’s impact strategy through philanthropy, impact investing, coalition building, evaluation and policy while also overseeing operations and team success.  

Prior to DDCOF, Close was Director of Giving and Executive Director of the DaVita Giving Foundation - a Fortune 500® Health care company. Before joining DaVita, he worked at Mile High United Way and started the Colorado Reading Corps, an AmeriCorps program focused on K-3 grade literacy. Prior to Mile High United Way D.J. worked in The Office of Colorado Lt. Governor Joseph Garcia, and is a graduate of El Pomar Foundation’s Fellowship program.  

A graduate from the University of Denver with a degree in Political Science and Leadership, D.J. has a deep passion for civic engagement and believes the greatest impact occurs when private, public, philanthropic and nonprofit organizations engage together with the purpose of achieving a common goal. 

Born and raised in Durango, Colorado, D.J. lives in Denver with his husband Sinjin and dog Herschel.

Andrea Miller

Director of Environmental, Social, and Governance (ESG)
Delta Dental Colorado

Andrea Miller is the Director of Environmental, Social, and Governance for Delta Dental of Colorado. She is a LEED Green Associate, Global Reporting Initiative (GRI) Certified, and holds a certificate of CSR strategy from CU and a certificate of sustainable capitalism and ESG from UC Berkeley Law Executive Education. She received a master’s degree in public administration from the University of North Texas and an undergraduate degree from Illinois State University.

Her current board service includes chair of the Colorado Women’s Chamber of Commerce, chair of B:CIVIC, and a member of the Mile High United Way United for Business Committee. She is a 2021 Leadership Denver graduate, and a 2023-24 Colorado Governor’s Fellow. She is the recipient of the 2023 Brian Smith Award for Outstanding Community Leadership from Mile High United Way.

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Neil Oberfeld

Shareholder
Greenberg Traurig LLP

Neil Oberfeld assists national and regional developers, retailers, institutional owners and investors in real estate and general business matters. Neil concentrates his practice on acquisition, development, leasing, finance and investment transactions; joint venture and fund formation and investment; secured and commercial loan transactions; and property tax assessment and local taxation. Neil also serves as Co-Chair of GT’s national Leasing Practice group. 

Neil has deep experience in negotiating and structuring complex real estate and investment transactions for national and local clients. Neil serves a broad range of client needs, working closely with institutional owners, retailers, developers, investors, corporate real estate offices and family offices on real estate and general business matters. Neil focuses his practice on acquisition, development, leasing, finance, and investment transactions, including retail, mixed use, office, and industrial real estate; joint venture and fund formation and investment; secured and commercial loan transactions; private wealth and family office matters; and property and local taxes. 

Neil is a natural dealmaker, efficient and it a tenacious advocate. Neil is a Fellow of the American College of Real Estate Attorneys and ranked in both Chambers USA and Best Lawyers in America in Real Estate Law. Neil is a frequent speaker at national and regional conferences, including the International Council of Shopping Centers. 

Concentrations 

  • General real estate 
  • General business matters 
  • Leasing 
  • Real estate operations 
  • Governmental affairs 
  • Hotels, resorts and clubs 
  • Property tax protests 
  • REIT, fund formation and management 
  • Investment 
  • Private wealth 
  • Joint venture 
  • Fund investment

Katy O’Brien

Shareholder
Greenberg Traurig LLP

Katy O’Brien focuses her practice on a variety of commercial real estate transactions, including acquisitions and dispositions, development, leasing, and financing of office, industrial, retail and multi-family assets. During her tenure at Greenberg Traurig, Katy has represented national and regional clients, including national banks, REITs, public pension funds, private investment funds, developers, private equity groups and individual property owners on all aspects of commercial real estate transactions.

Concentrations

  • Dispositions and acquisitions
  • Commercial leasing
  • Commercial financing
  • Real estate operations and general business matters
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Ryan Beiser

Regional President
PNC Bank

In this role, Ryan is responsible for leading overall growth across Colorado with a special focus on the Denver Metro area, as well as overseeing all aspects of Corporate Banking in the region. His office implements all local sponsorship and philanthropic efforts to execute PNC’s community-based goals and initiatives.

Ryan previously served as the chief operating officer of PNC’s Corporate and Commercial Banking groups. Prior to his COO role, Ryan led Corporate Banking for PNC’s Florida East region. During his tenure, he has participated in numerous internal and external initiatives while at PNC, including Men Advocating Real Change (MARC), Women Connect, and United Way West Palm Beach.

In Denver, Ryan is a member of YPO Colorado and serves on the board of Mile High United Way, the Board of Advisors for the University of Colorado Denver Business School, and on the Major Gifts Council for Early Childhood Education of the Mile High United Way.

Ryan earned a bachelor’s degree in finance from St. Vincent College and a MBA from the University of Maryland. He and his wife Heather live in Denver with their three children.

  • Fund investment

Nicole Dorsey

VP, Director of Client & Community Relations
PNC Bank

Nicole Dorsey is director of Client & Community Relations of PNC Bank in Colorado.

In this role, she leads PNC’s philanthropic activities, community engagement, volunteerism and oversees strategic sponsorships in Colorado. Prior to joining PNC, Dorsey served as senior manager of Corporate Engagement for the Downtown Denver Partnership where she was directed corporate and programmatic sponsorships sales and fulfillment for the association. Additionally, she served as director of sponsor and corporate relations for the Cincinnati Symphony Orchestra, where she developed and managed fundraising strategies for annual, special and event campaigns for several years.

Active in the community, Dorsey serves on the board of directors of Clayton Early Learning and Cleo Parker Robinson Dance. She also is a member of the B:Civic (CSR, where she serves on the Summit committee and is a mentor at the Denver Public Schools Foundation.

Dorsey received a Masters in Arts Administration from Boston University and a Bachelor of Arts in Dance, University of Colorado.

* Founding members/organizations

Executive

MEMBERS

Dan Ball

Senior Managing Director – Complex Director
RBC Wealth Management

Dan Ball has more than 30 years of experience in the financial services industry. He joined RBC Wealth Management in 1999 after spending the previous 7 years at Piper Jaffray. In his role as Complex Director, Dan is responsible for the sustainable growth and profitability of the Complex. To achieve this, he focuses on helping Financial Advisors and Branch Managers improve and grow, supporting RBC’s growth initiatives through the attraction and retainment of talent, and increasing RBC Wealth Management’s visibility throughout the Complex. Dan has passed the Series 3, 7, 8, 31, 63 and 65 license exams.

Nate Budd

Vice President of Project Development
Neenan Archistruction

Nate Budd is the Vice President of Project Development at Neenan Archistruction, a Fort Collins, Colorado-based design-build firm that combines innovative architecture and construction practices to create impactful spaces. Nate leads strategic initiatives across sectors such as education, healthcare, and community development, ensuring projects meet client goals while delivering lasting value to communities.

Beyond his professional endeavors, Nate is deeply committed to advancing community well-being. He serves on the board of SummitStone Health Partners, Larimer County’s behavioral health provider, and is President of the Board for Foundation Music School, which fosters accessible music education for individuals of all abilities. Additionally, he is a member of the United Way of Larimer County’s Community Impact Committee, where he collaborates with leaders to drive meaningful change in Northern Colorado.

Nate’s passion for EPIC’s mission is rooted in his belief that early childhood education is a cornerstone for thriving regional economies. High-quality early childhood care not only provides a foundation for lifelong success but also strengthens the current workforce by enabling parents to participate more fully in the economy. By investing in children, businesses and communities lay the groundwork for a sustainable and prosperous future.

When not driving impactful projects or championing community initiatives, Nate enjoys bikepacking, and traveling with his partner Kimi.

Renee Ferrufino

President and CEO
The Women’s Foundation of Colorado

Renee Ferrufino became the first Latina to lead The Women’s Foundation of Colorado in January 2025. Prior, as vice president of development, Ferrufino oversaw all of The Foundation’s fundraising strategies and grew annual contributions from $2.3 million in 2016 to nearly $6 million in fiscal year 2023-24. In that time, she also increased donor-advised funds from six to over 80, designed the Women & Girls of Color Fund that has granted more than $2.5 million to nonprofits since 2021, and developed a menu of impact investing opportunities for donors – including the nation’s first women’s impact investing giving circle providing low-interest loans to women entrepreneurs.

Ferrufino was named a 2024 “Who’s Who In Impact Investing” by the Denver Business Journal and a 2024 “Top 25 Most Powerful Women In Business” honoree by The Colorado Women’s Chamber of Commerce. She is a board member of Philanthropy Colorado, a member of the Colorado Inclusive Economy’s 2024 cohort and the Women’s Funding Network Gender & Capital Leverage Strategy Design Council, and an alumna of Institute for Leaders in Development at University of Denver.

“My vision centers on partnering with board and staff to evolve The Women’s Foundation of Colorado’s community impact, especially during this moment when women’s progress is in peril. I am driven to push beyond conventional philanthropic models by strategically leveraging all of our assets, such as financial capital, expertise, and community understanding to create lasting change.”

Wes Gardner

CEO
Prime Trailer

Wes Gardner is the founder and CEO of Prime Trailer, a semi-tractor-trailer dealership with an emphasis on rental and leasing. Prime has operations in Colorado, Utah and Nevada. Wes is a successful entrepreneur with a strong faith which he integrates into his businesses and the marketplace. He has an ardent desire to give back to his employees and his community. Wes believes that a “Good Job” is the best way to fight poverty which is why he founded The Gardner Family Foundation which provides grants to nonprofits that focus on education, job training and sustainable self-sufficiency programs for single moms. Wes sits on several boards including CityUnite and Activate Workforce Solutions. He is married to his high school sweetheart, Allyson, and has two children and 6 grandkids that he calls his “True North!”

Antoinette Gawin

President and CEO
Terumo Blood and Cell Technologies

Antoinette Gawin is President and Chief Executive Officer of Terumo Blood and Cell Technologies, a mission-driven medical device company that is focused on unlocking the potential of blood and cell-based therapies. The innovative company strives to advance healthcare, broaden treatment options and improve patient outcomes through its technologies within the sectors of blood banking, transfusion medicine and regenerative medicine.

Antoinette focuses on how the company will continue to evolve with healthcare’s rapid changes to meet more patients’ needs globally. She believes medical device manufacturers must change and go beyond equipment to think about services, data management and new geographies where people do not yet have access to the technologies that can advance their health and lives. Antoinette is ensuring that Terumo Blood and Cell Technologies continues to focus on service and helping our customers solve problems — enabling them to better serve patients.

She has nearly 30 years of experience directing diverse global teams and transformational change. Building from a foundation in finance, operations and customer service, Antoinette has led joint ventures and acquisitions, as well as all aspects of marketing, strategic planning and commercial operations for divisions of companies in the healthcare, information technology and energy sectors.

Antoinette joined the company in 2016 and previously served as Executive Vice President, Global Commercial. She was responsible for leading the company’s global sales, services, marketing and commercial teams.

In her past leadership roles at Baxter Healthcare, she oversaw global market access and commercial excellence, strategy and commercial operations. For more than 20 years prior, Antoinette worked at GE Corporate and a number of subsidiaries, including GE Healthcare Technologies, GE Industrial and Power Systems and GE Information Services.

She is a member of the AdvaMed Board of Directors and serves as the chair of the AdvaMed Ethics and Compliance Committee.

Antoinette is involved in many civic organizations, including American Friends of Watershed Trust Organization, a nonprofit focused on sustainable access to clean water in India. She lives with her family in Colorado, where they enjoy the outdoors and the performing arts.

Karla Grazier

President & CEO
Goodwill of Colorado

Karla Grazier became president and CEO of Goodwill of Southern and Western Colorado in August 2010, and of Goodwill of Colorado in May 2019, reflecting the expanded scope of the merged Colorado Springs and Denver Goodwill organizations. The merger is the largest in the history of the Goodwill network with    a   budget of over $195 million. The organization is a unique combination of social enterprises and mission programs and serves over 127,000 people on an annual basis. 

Prior to her role at Goodwill, Ms. Grazier had a varied career as an entrepreneur starting, building, and buying companies as well as a consultant and corporate banker. She was co-owner and CEO of a B-to-B catalog company later sold to a Houston based catalog consolidator; Founder and COO of a snack food manufacturing company in New York, later sold to a French food conglomerate and an analyst in the Corporate Finance Group of Touche Ross, performing valuations and M & A work. Ms. Grazier began her career in corporate banking at Wells Fargo Bank in San Francisco and New York City, specializing in leveraged buyouts and bond issue support. 

In addition to her role as President and CEO of Goodwill of Colorado, Karla has served on many community, state, and national boards including Colorado Springs Memorial Hospital, Colorado Springs Chamber and Economic Development Board, the Pikes Peak Workforce Investment Board, the Governors State Workforce Council, Lead Independent Director and Audit Committee Chair of the  Board of Directors of 5Star Bank and on the Colorado Springs School Board of Trustees. 

She currently serves on the Board of the Employers Council and as Chair of its Investment Committee, a 4-state organization that advises thousands of organizations on employment law, and as a founding member, member of the board of directors, and the audit chair of GoodwillFinds Ecommerce, Inc., a nationwide ecommerce platform. Ms. Grazier is a member of the Executive Committee of the Pikes Peak Community Foundation Board. 

In 2013, Karla was elected to the board of directors for Goodwill Industries International (GII), a $7. 5 billion international organization, first serving as Treasurer, then as Vice Chair, and then as Board Chair in 2018-2019. During her term as Board Chair, she led the transition to a new CEO for that organization. In 2016, Karla received both GII’s Matthews Entrepreneurial Award and the Watkins Award for Mission Advancement and was the 2019 recipient of GII’s Kenneth K. King Outstanding Management Award for Executive Excellence, presented to a Goodwill CEO who demonstrates outstanding leadership and accomplishments. In 2019, Karla was given the Athena Award, presented to an outstanding businessperson who inspires others through her professional accomplishments, mentorship and community service and has been named a Woman of Distinction by the Girl Scouts and a Woman of Influence by the Colorado Springs Business Journal. In 2023, The Colorado Springs Leadership Institute awarded her the Cathy O. Robbins Excellence in Leadership Award. 

Karla holds a BA from the University of Notre Dame and an MBA from Indiana University and served   as an adjunct lecturer in the graduate schools of Yale University and New York University for eight years. She also served on the National Advisory Council of the Robert Wood Johnson Foundation in Princeton, New Jersey, reviewing and choosing grant recipients.   

Jena Hausmann

President and CEO
Children’s Hospital Colorado

With nearly 20 years of experience in healthcare administration, Jena Hausmann is one of the leading womenin healthcare in the US. As President and Chief Executive Officer for Children’s Hospital Colorado, she oversees an integrated healthcare system for children, which is affiliated with the University of Colorado School of Medicine.

With 700,000 patient visits annually and 593 licensed beds, Children’s Hospital Colorado has consistently ranked in the top ten children’s hospitals in the nation. Jena oversees the Children’s Hospital Colorado at the Anschutz Medical campus, the Children’s Hospital Colorado network of care in 17 locations in the metropolitan Denver area, the Children’s Hospital Colorado pediatric services at Memorial Hospital in Colorado Springs, and the newly opened Children’s Hospital Colorado South Campus, a full service generally licensed hospital in south Denver.

During her tenure, unprecedented increases in patient volume have been achieved. With employees now numbering over 5,000, Jena is proudest that Children’s Hospital Colorado continues its focus on the precious children and families it serves through a culture of intimacy, connection and purpose. In a reaffirmation of the values inherent in Children’s Hospital’s child and family focused culture, the scores for patient satisfaction and employee engagement rank among the highest in the US.

Jena joined Children’s Hospital Colorado in 2004 as the Vice President of Strategic Planning and Network of Care Operations and assumed the role of Senior Vice President and Chief Operating Officer in 2008. In May of 2015, Jena was named President and Chief Executive Officer.

She was motivated to become a healthcare administrator after watching a loved one go through the system in their final moments of life. After earning a master’s degree in Healthcare Administration from the University of Minnesota in 1996, Jena completed an administrative fellowship at the Fairview Health System in Minneapolis, MN. There, she helped redesign the care delivery and financing models for nursing home residents through a Robert Wood Johnson Foundation grant.

Following the fellowship, she served as the Director of Provider Relations at The University of Minnesota Medical Center, an organization consisting of a then recently-merged 500 bed community hospital and a 500 bed academic medical center. After 11 months in the role, she joined the senior management team and remained there for the next six years providing leadership over a large number of operational areas as well as planning and business development activities. The cultural and operational challenges in this merger of two large entities into a comprehensive, integrated health system prepared Jena for her executive role at Children’s Hospital Colorado.

In 2008, Modern Healthcare featured Jena as one of 12 “rising healthcare management stars.” Jena currently serves on the board of directors for the Metro North Chamber of Commerce. In 2012, she served as the March of Dimes’ March for Babies revenue chair and she served on the YMCA Metro Denver board from 2009-2012.

As a leading woman in healthcare, she annually mentors as many as 30 individual women at the CU School of Medicine as well as throughout the Children’s organization to help them understand their roles and opportunities and to demonstrate personally and professionally the ability of women to succeed in executive roles in healthcare.

Jena, her husband Kevin, and three children, Ellie, Andrew and Carson, find their life’s purpose is to provide much love and laughter each day.

Adeeb Khan

Executive Director
Denver Economic Development & Opportunity (DEDO)

Adeeb Khan is a social impact leader with a proven track record of delivering results and creating meaningful and lasting change. Adeeb is a recognized leader in the business, nonprofit, philanthropic and public sectors. Throughout his career as a nonprofit and corporate executive, he has advanced equity, economic opportunity, education, corporate responsibility, volunteerism, and civic engagement. He is the son of immigrants, raised in rural Wyoming and is both a first-generation high school and college graduate. He most recently served as the chief brand & impact officer for Delta Dental of Colorado (DDCO) the state’s leading dental benefits company and as the executive director of the Delta Dental of Colorado Foundation (DDCOF), one of the state’s largest corporate foundations.

Prior to serving at Delta Dental, Adeeb was the senior director of corporate social responsibility at TIAA. He has served as senior director of volunteer engagement at Mile High United Way where he launched and expanded the Colorado Reading Corps. Prior to the United Way, he served as regional director of health & safety and community services at the Colorado Chapter of the American Red Cross.

He is the past chair of the Denver Metro Chamber Leadership Foundation board. He currently serves on the Denver Civic Ventures board for the Downtown Denver Partnership. He is on the advisory board for the Daniels College of Business at the University of Denver, the board of directors for Executives Partnering to Invest in Children (EPIC) and is co-chair of the executive steering committee for the development of the 5280 Trail. In 2020, Adeeb was appointed by Governor Jared Polis to serve as a commissioner for the Colorado Early Childhood Leadership Commission (ECLC) and is now co-chair of the commission.

Adeeb holds an MBA with honors and a concentration in corporate responsibility from the University of Denver. He received a BA in Communications from the University of Southern California. He was a graduate of the Leadership Foundation’s Leadership Denver class of 2017 and has been recognized as a Colorado Governors Fellow. He has been named a Downtown Champion by the Downtown Denver Partnership, a Chamber Champion by the Denver Metro Chamber, one of Denver’s 40 under 40 by the Denver Business Journal, a top 25 under 40 professional by ColoradoBiz Magazine, the Community Change-maker of the Year by Colorado Youth for a Change, and was recognized as a top three finalist for the 9News Leader of the Year award.

Mark Lumsden

Tax Principal
BDO USA

Mark Lumsden is a tax principal in the Boulder office of BDO.  He began his accounting career in 2005 after graduating with bachelor’s degrees in business and economics from the University of Colorado Boulder.   Mark’s practice focuses on small-and mid-sized businesses, including closely held, startup, and venture capital- and private equity-backed companies.  He has clients in a wide range of industries, such as technology, manufacturing, real estate, construction, and professional services.  Mark also loves teaching and is involved in BDO’s training and mentoring programs.

Originally from Baltimore, Mark relocated to Colorado with his family during high school and has been a Coloradan ever since… despite not being a big skier or snowboarder.  He is still a huge Orioles fan, but prefers the Broncos to the Ravens.  Mark enjoys hiking, going to CU women’s basketball games, and taking in a weekend movie with his wife, daughter and son.  In addition to his involvement with EPIC, Mark also serves as the treasurer of the Boulder Valley Rotary Club.

John Mastro

Senior Vice President | Commercial Banking
UMB Bank

John Mastro joined UMB in January 2000, where he began his career as a credit analyst. Currently, he serves as a senior vice president in the commercial banking department. Mastro is responsible for building long-term client relationships, targeting new business relationships and managing credit risk.   

In addition to his professional role, he is actively involved in the local community primarly through fundraising for the Denver Children’s Foundation.    

Mastro earned a bachelor’s degree in business administration with an emphasis in finance from the University of Denver. He currently lives in Denver, Colorado, and in his spare time he enjoys music, movies, sports, and engaging in his trading card and sports memorabilia business. 

David Merage*

Chairman and CEO
Consolidated Investment Group LLC

Until its sale to Nestle in September 2002, David Merage was co-owner and co-founder of Chef America, Inc., a national frozen food manufacturer. Chef America, Inc. products are sold in supermarkets, club stores, and other institutional operations throughout the United States under brand names such as Hot Pockets, Lean Pockets, Croissant Pockets, etc. In 2002, Chef America, Inc. sales were approximately $750 million and had 1,800 employees.

Prior to founding Chef America, Inc., David was involved in real estate investments and continues to be active in this area. David is currently Principal of Consolidated Investment Group (CIG), an investment management company specializing in Wall Street and real estate investments for a select group of private clients. The company’s Wall Street investment group allocates capital through opportunistic and value-oriented strategies to preserve capital while maximizing returns. CIG’s Real Estate Division seeks optimal returns through creative partnership structures, asset repositioning, and other innovative techniques. CIG has been actively investing in value added real estate since 2003 and is building a diverse portfolio. Real estate is acquired in multiple US and International markets through operating partners, direct investment, and opportunistic funds. Target asset types include residential, multifamily, office, industrial, retail, mixed use and land.

In addition to the CIG operations, Mr. Merage also provides leadership to three philanthropic foundations: David and Laura Merage Foundation, Andre and Katherine Merage Foundation, and Merage Foundations – Israel. The operational platform of the foundations was modeled on Mr. Merage’s successful business ventures, and his entrepreneurial spirit and management expertise provide a clear road-map for the social investment strategy. The foundations have a focus on venture philanthropy, and the investment process is highly interactive to ensure grantee partners have programs with measurable outcomes and significant community impact. One of these projects, Early Learning Ventures, was founded by the David and Laura Merage Foundation in 2009.

David was born in Tehran, Iran. At the age of fifteen he traveled to England to pursue his studies. Later, he moved to the United States where he continued his education. David received his Bachelor of Science degree in Marketing from California State University. David is married to Laura Merage. Laura was born in Tehran, Iran and immigrated to Los Angeles at the age of fifteen. She received her Bachelor’s Degree in Fine Arts from the University of Southern California and her Masters Degree in Art from New York University. Laura is an artist/photographer with works in public and private collections nationally and internationally.

Dick Monfort

Owner/Chairman and CEO
Colorado Rockies

Dick Monfort enters his 26th season with the Rockies franchise in 2023 and continues in his role as Owner/Chairman and Chief Executive Officer for the Club. A Colorado native, Monfort and the Colorado Rockies Ownership Group have established the Colorado Rockies Baseball Club as a leading enterprise in the Rocky Mountain Region in both sports and business. This organization’s impact can be seen in its many contributions to the community, whether through benevolent outreach in the areas of youth sports and health, or in the development of young sports-minded professionals.

Brothers Dick and Charlie Monfort have done extensive community outreach through their family directed Monfort Family Foundation. In September 2004, the Monfort Family Foundation gifted $10 million to Children’s Hospital Colorado for the construction of a new medical facility. The oncology floor of the new hospital is named in memory of Rick Wilson, a cousin of the Monfort family. The foundation is a longtime provider of funding and endorsement for the Boys & Girls Clubs in Metro Denver and Weld County. Also active in higher education, the Monfort family supports the Monfort School of Business at the University of Northern Colorado and the Monfort Excellence Fund at Colorado State University; both impact students, faculty and the Northern Colorado community through scholarships for exceptional students and support of outstanding faculty. Other organizations that have benefited from the Monfort family’s years of philanthropic work include CU Cancer Center, Craig Hospital, United Way, the Denver Art Museum and Habitat for Humanity.

Individually, Monfort was the 2008 recipient of the United Way of Weld County Humanitarian of the Year Award—an award his father, Kenny Monfort, received twenty years earlier. Monfort is currently the Chairman of the University of Northern Colorado Board of Trustees and the Chairman of the Board of Directors of University of Colorado Health.

Monfort spent 25 years in the cattle business, primarily with his family’s company. In 1987, he was named president of Monfort of Colorado, Inc., a subsidiary of ConAgra, and in 1991 became president and CEO of ConAgra Red Meats.

More recent ventures include McGregor Square, 655,000 square feet of residential and commercial space located adjacent to Coors Field in historic lower downtown Denver (LoDo). McGregor Square connects the ballpark to a neighborhood that has developed dramatically over the past 25 years with direct access to Union Station and RiNo District and is a vibrant year-round complement to Coors Field. The new Colorado Rockies Hall of Fame experience and public gathering spaces combined with retail and restaurants, food hall, multi-family residential development, hotel, and office spaces creates a robust environment. But beyond baseball, it will serve as a new and fresh year-round destination that can host neighborhood concerts, festivals, and other public activities for both visitors and the LoDo community alike.

A 1976 graduate of the University of Northern Colorado, Monfort has a bachelor’s degree in business management. In May 2012, Colorado State University President Tony Frank awarded the honorary degree of Doctor of Humane Letters to Monfort in recognition of his significant contributions to Colorado industry and higher education. Additionally, he has been awarded an honorary Doctor of Business Administration in Entrepreneurship by Johnson & Wales University in May 2014 and Honorary Doctor of Humane Letters in December 2021 from University of Colorado Anschutz Medical Campus.

Monfort has three children: daughter Dr. Lyndsey Grae M.D., eldest son Walker (wife Lauren, daughter Maren Lee) a VP, Corporate Partnerships and son Sterling is Director, Pro Scouts. Dick currently resides in McGregor Square Residence with his wife Karen.

Stacie Packard

President
Delwest Management Corp.

Stacie has been in the affordable housing community since 1993 and brings more than two decades of experience serving as the Vice President of the Ross Management Group, one of the nation’s leading affordable housing property management firms. Her experience includes a 15-year term on the Board of Directors of Affordable Housing Management Association, including two years as President of the Board.  Stacie is an alumni of the Denver’s Community Leadership Foundation. During the pandemic, residents at Delwest’s properties were facing adversity of sending their children to school online. Some residents could not afford computers or even internet. Stacie and her team came up with the solution to have Educational families so that teachers could go to the properties every day to manage children’s online educational needs including purchasing computers and paying for internet. The next goal for Stacie is to provide low or no cost child care in their affordable housing developments.  

Stacie is in charge of supervising all management staff while maintaining their building assets at Delwest Management. 

David Perez

Former Independent Board Member

With 40 years of executive leadership in medical device and health care services, David Perez serves as an independent board member and advisor to several corporations and non-profit organizations. His expertise encompasses growing highly regulated global businesses organically through R&D and innovation and inorganically through M&A, leading within a variety of foreign, public and private equity ownership structures, strategic planning, culture and talent development, succession planning, enterprise risk management, operations, compliance, and corporate governance.

Perez retired from his leadership role at Terumo BCT in March 2019 following a comprehensive 2-year succession and transition plan. During his more than 18 years serving as president and CEO, Terumo BCT grew from $160M in global revenue to $1B as an innovation driven biomedical company focused on unlocking the potential of blood and cell-based therapies in the blood banking, transfusion medicine and cell therapy/regenerative medicine sectors.

Beginning with COBE BCT in 1999, through Gambro BCT, CaridianBCT, and then Terumo BCT, Perez guided the company through several foreign ownership structures, leveraging his extensive experience leading complex, multinational businesses and diverse, cross-cultural organizations. Under his tenure, the company grew from a single manufacturing and R&D site to employing over 7000 associates at five regional headquarters, five R&D centers and six manufacturing plants located in the U.S., Ireland, Belgium, Japan, Vietnam and India. His strategic vision took the organization from two business units, focused on two product platforms, into global leadership positions in five business areas and 12 product categories serving customers and patients in 130 countries, with 70% of the company revenue coming from international customers.

As CEO of CaridianBCT, under the private equity ownership of EQT and Investor AB, Perez and his global team increased company value by 85% over 4.5 years, resulting in a $2.6B exit to Terumo Corporation (4543.T. Nikkei) in June 2011. Perez continued to lead the company for 8 more years, also serving on the Terumo Corporation Board of Directors until June 2019, where he was one of fewer than 300 non-Japanese board members of all publicly traded companies in Japan.

Sue Renner

Strategic Advisor
David & Laura Merage Foundation

Sue Renner directs Merage Foundations, a consortium of five foundations representing three generations of the David and Laura Merage family in Denver, Colorado. Additionally, Sue provides strategic oversight to two organizations founded by the David and Laura Merage Foundation,  Black Cube, an experimental art museum that advances artists’ self-sufficiency; and Early Learning Ventures (ELV), a nonprofit whose mission is to provide tools and resources that allow child care providers to streamline their business operations, resulting in more time and money to care for and educate our youngest learners.

Sue plays an integral role in Merage Foundations’ advocacy surrounding early childhood policy, including the advancement of access to affordable, high-quality child care. Sue is Co-chair of Colorado Governor Jared Polis’ Colorado Early Childhood Leadership Commission.  Additionally, Sue is a founding Board Member of Executives Partnering to Invest in Children, a business leader’s membership organization dedicated to early childhood education advocacy, and she served as a director of Bright by Three, the developers of the national parent education platform Bright by Text.  She is a member of the American Enterprise Institute Leadership Network, and an advisor to the Bi-Partisan Policy Center’s Early Childhood Initiative.

In 2008, Sue was critical in the successful launch of RedLine. Founded by Laura Merage, a non-profit contemporary art center that fosters education and engagement between artists and communities to create positive social change.

Prior to joining the Merage Foundation in 2006, Sue was the Executive Director of Early Childhood Connections and previously worked as a Senior Program Manager with the Colorado Office of Resource and Referral Agencies. Sue’s experience includes volunteer leadership roles with multiple organizations, including community development, family support and early care, and education. Sue received her BS in Human Development from California Polytechnic University and her MS in Child and Family Development from Colorado State University.

Rachel Romer

CEO and Co-Founder
Guild

Prior to founding Guild, Rachel was the CEO of Student Blueprint, led student services at American Honors, and worked for the 2008 Obama campaign before serving in the Obama White House. She and her co-founder, Brittany, were previously selected for Forbes’ 30 Under 30 list, and The Denver Metro Chamber of Commerce named Guild as the 2017 Top Woman-Owned Business of the Year. Rachel holds an M.B.A. from Stanford’s Graduate School of Business as well as an M.A. in Education and B.A. in Political Science from Stanford University. Rachel lives in Denver with her husband, David, and their twin girls, Lily Grace and Magnolia Bea.

Simone Ross

CEO
Colorado Women’s Chamber of Commerce

Simone D. Ross is the CEO of the Colorado Women’s Chamber of Commerce, where she actively works to advance women in business, promote equity in the workplace and make Colorado the top state for women entrepreneurs.

Simone is a visionary leader and community builder with a passion for catalyzing human thriving through effective and integrative change management. As a Colorado native raised in Denver’s Park Hill neighborhood, Simone’s strong sense of the importance of community, family, and investing in each other’s success and dreams has guided her career and life.

With an extensive corporate background, Simone has held leadership roles in various organizations, including The Riveter, SCL Health, Delta Dental of Colorado and Kaiser Permanente, where she pioneered business development and market expansion efforts. She holds a Master of Arts and a Master of Business Administration degree from Colorado State University.

Simone’s dedication and hard work have earned her several accolades, including being recognized as an “Outstanding Women in Business” honoree and a “40 Under 40” business leader by the Denver Business Journal, one of the Top 25 Most Powerful Women by the Colorado Women’s Chamber of Commerce, and a David Sloan business scholar by the Association for Corporate Growth. She is also a graduate of Leadership Denver, the Colorado State Chamber of Commerce CACI Executive Leadership Program, and an Urban Leadership Foundation Chamber Connect alum.

Simone’s commitment to her community is evident through her board service with Girls Inc. of Metro Denver, the Colorado Enterprise Fund, and the Centura Health Board of Directors. Above all, Simone is most proud of her two children, Gavin and Zoe, who inspire her to fearlessly create, explore the world, and continue to make a positive impact in the lives of others.

Shawna Ruetz

Partner
Husch Blackwell

Shawna is a seasoned labor and employment attorney who draws on her experience in litigation and as a human resource
professional to offer strategic advice and counseling. After more than a decade in practice, Shawna focuses most of her efforts on preventative counsel and routine advice for employers. She works particularly often with employment agreements, including upon hire and at separation, such as non-competes and executive employment agreements. Shawna regularly performs Fair Labor Standards Act (FLSA) audits, considering whether employees have been correctly classified as exempt, nonexempt, or independent contractors. She also audits clients for pay equity concerns and advises on the potential for discrimination allegations during layoffs and terminations. What she loves most is the long-term relationships her practice allows her to build with clients.

Shawna often represents organizations over multiple years, offering day-to-day advice on employment matters, and she enjoys getting to know the details of how these companies operate. Many clients today are grappling with the challenge of complying with a patchwork of state laws as they operate nationwide. Shawna has a special focus on employment regulations that tend to vary by state or even municipality, such as paid sick leave and vacation time policies and restrictive covenants.

In addition to her advice and counsel practice, Shawna continues to handle employment litigation, particularly class and collective
actions and noncompete actions. She has previously represented clients before administrative agencies and in both federal and state courts, and she has managed investigations and responded to administrative complaints, including before the Equal
Employment Opportunity Commission and the Colorado Civil Rights Division. Her experience as a litigator makes her instinctively aware of where potential problems might arise, and she drafts client policies and makes recommendations with past litigation at the top of her mind. Shawna also has a firm grasp of likely agency interpretations — particularly in her home state of Colorado, where worker protections have grown in recent years.

Prior to pursuing her law degree, Shawna began her career as a human resource professional with a graduate degree in industrial-organizational psychology. She worked closely with other human resource leaders and employment attorneys, giving her a very personal perspective on the client’s day-to-day world. Shawna understands firsthand where clients are coming from, and she offers advice that’s legal, practical, and actionable.

Lisa Steven

Founder and Executive Director
Hope House Colorado

Lisa Steven has more than 25 years of experience working with teen moms. In 2003, she co-founded Hope House Colorado and has served as the founder & executive director ever since. Under Lisa’s leadership, Hope House has reached new levels and growth that, with a budget of over $2.6 million, puts the organization in the top 10 percent of nonprofits in the United States. Under her leadership, Hope House also received the Governor’s Service Award for Outstanding Nonprofit Organization in Colorado in 2015 and was named the Arvada Nonprofit Organization of the Year in 2018. Lisa is also a co-founder of the Colorado Teen Parent Collaborative (TPC) and serves on the Board for the Arvada Chamber. In 2013, Lisa was named the Arvada Woman of the Year for her contributions to the community. Lisa co-authored the Teen MOPS Handbook and worked with MOPS International on their strategic plan for expanding the ministry of Teen MOPS. A former teen mom, Lisa is committed to empowering teen moms in her community and across the world.

* Founding members/organizations

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