The 50th Annual Rocky Mountain Securities Conference on Friday, May 11, 2018 will feature Julie Herzog of Fortis Law Partners LLC discussing capital formation for small businesses.
This topic will be presented by Fortis attorney Julie Herzog and GLC Advisors Investment Banker Adam Haynes.
Click on the link below to view the presentation.
Ever considered why a fishbowl on your desk can boost your day’s productivity? Or what about having a snack bowl at the front of the office? From employment policies and benefits to office amenities and non-traditional spaces, workers’ environments strongly affect their efficiency and satisfaction. To boost productivity for employers and employees, Fortis Law Partners would like to host you and other industry peers for this complimentary lunch on September 20th, from 11:30 - 1:00PM at
Blue Moon Brewing Company
3750 Chestnut Place
Denver, CO 80216
The lunch will include a panel discussion addressing the following topics:
- How the real estate market impacts work environments
- Attracting and retaining talent through office development
- Non-traditional office space and amenities
- Current trends and changes in HR departments
Stacia Kuhn is a Partner at Fortis Law Partners in the commercial real estate group, and has more than 20 years’ experience in providing analysis and advice to local and national clients in the areas of real estate transactions, business acquisitions, and sales and general corporate law. Stacia represents a wide variety of businesses, developers, investors, property owners, landlords and tenants in a variety of commercial real estate matters, including negotiating, documenting and closing commercial real estate acquisitions and sales, commercial lease transactions, financing, entitlements and land use development.
Our panel will include the following industry experts:
Brady Welsh serves as director of leasing and development with INDUSTRY. Providing strategic solutions to commercial real estate owners, developers, tenants and investors, Brady is extensively involved in strategic planning, finance, design, construction, marketing and the operations of adaptive collaborative office and industrial development projects.
Lee Diamond is senior vice president of CBRE's Advisory & Transaction Services Group, specializing in strategic consulting and lease restructuring for local and international corporate clients. Lee's services include risk mitigation, cost restructuring, downsizing or growth strategies, and relocation services. Over a 17 year career, Lee has executed over 700 transactions and approximately 5,000,000 square feet on behalf of over 100 different clients.
John Bauknight serves as the development director for Confluent Development. His responsibilities include sourcing and managing new developments in office, industrial and mixed-use commercial real estate. John’s project execution includes analyzing deal economics while managing legal negotiations, design consultants, general contractors and government entitlement processes.
Sarah Hogan is a business performance advisor for Insperity, providing an array of human resource services and solutions that enable business owners to be more systematic and strategic about the role employees play in the success of a company and how HR departments must adapt to the changing workforce.
The presentation materials can be found here.
Cyber planning is critical for every business and organization, large or small, to protect revenue, assets and reputation. In our fast-paced electronic world, data loss and cyber-attacks are a daily occurrence from which no one is immune. To help our clients and customers identify the sources and impact of cyber risk, ways to manage those risks, and opportunities to shift financial burdens, we invite you to join us for lunch on April 19, 2017, from 11:30am to 1:00pm , at the Blake Street Tavern, 2301 Blake St, Denver, CO 80205 to hear about these important topics from our panel of Legal, IT and Insurance experts. After a short presentation while you enjoy your lunch, we will moderate a discussion of current events and top-of-mind cyber-subjects. We hope you will join us and share your experiences and insights on this important topic.
Our Panel of Experts:
Christine Amrhein, Esq. has 30 years' legal and executive level experience in multiple industries, including healthcare software and electronic commerce, and has worked extensively with executive teams and boards of directors on risk management strategies. http://www.fortislawpartners.com/team/christine-amrhein
Scott Smeester has 20+ years’ experience in web and cloud technologies engineering and leads a team of IT experts assisting businesses of all types to identify, mitigate and manage cyber risk. https://smeester.com/
Anson Thompson, “Insurance Ninja,” is a certified risk manager with 25 years’ experience identifying commercial exposure, understanding insurance products, and designing customized insurance coverage for businesses and non-profits. http://www.thethompsongroup.net/
3/15/17 - Lunch & Learn - Understanding Key Provisions in Commercial Contracts to Help You Improve Your ROI and Reduce Risk
During our March Lunch & Learn, Fortis attorneys Fay Chu Fong and Cody Hoskin will present on the important components of commercial contracts. This interactive presentation will address the considerations in structuring commercial agreements from a business perspective to help you structure or improve your business model and contracts to increase revenues and earnings and reduce risks. In addition, they will address the significance of agreeing to specific components in commercial contracts, including intellectual property, representations and warranties, confidentiality, indemnification, choice of law and other miscellaneous provisions. We will explain how to identify issues in these provisions and explain what they mean so you can ensure you enter into contracts on a well-informed basis.
The presentation materials can be found here.
2/15/17 - Lunch & Learn Serries - Compliance with and Understanding of New Employment Law Developments
Our February Lunch & Learn topic will be: “Compliance with and Understanding of New Employment Law Developments” presented on February 15, 2017 from 11:30 a.m. to 1:00 p.m. at the Blake Street Tavern. During the session, Fortis attorneys Steve DeHoff, Christine Lamb and Beth Robinson will present employment law changes that employers should be prepared for in 2017. This interactive presentation will address timely legal developments and managerial concerns facing human resources professionals and business owners, including changes to Colorado laws concerning: employee access to personnel records, protections for pregnant workers, workplace verification, and the minimum wage. We will also address revisions to the standards governing exempt employee classifications and new Supreme Court guidance on class action waivers.
Christine's biography can be found here, and she can be reached at email@example.com.
“How Do I Maximize My Company’s Value for a Future Exit Event?” presented on January 18, 2017 from 11:30 am to 1:00 pm at Blake Street Tavern*. During this session, you will learn important steps you can take to make your business more attractive and valuable to prospective buyers or for an IPO, such as ensuring favorable contract terms with clients and vendors, implementing and maintaining a corporate governance structure that ensures a smooth process and reduces uncertainty, ensuring compliance with laws, and mitigating risk to reduce personal liability. It is important to think about these things before you let the buyer “look under the hood” to drive value and maintain bargaining power, not to mention make the transaction smoother and more efficient.
This topic will be presented by Fortis attorneys Julie Herzog and Kip Wallen, both of whom specialize in corporate, securities and merger and acquisition transactions. With over 20 years of experience in “big law” and at Fortis, Julie has handled transactions valued at over $4 billion for public companies and investment banks and enjoys working with a diverse clientele that ranges from Fortune 100 corporations to startups, family offices, and venture capital and private equity funds. Kip, who recently completed the Association for Corporate Growth Leadership 20 program, has assisted a number of clients with entity formation and dissolution, equity offerings, securities filings, employment issues, corporate governance matters and financing and merger and acquisition transactions.
Julie’s biography can be found here, and she can be reached at firstname.lastname@example.org or (303) 295-9707. Kip’s biography can be found here, and he can be reached at email@example.com or (303) 407-2041.
12/1/2016 - Lunch & Learn Series - Operating and Shareholder Agreements - The Nuts & Bolts and How They Hold Things Together
To help our clients stay up-to-date on legal topics that impact their businesses and growth strategies, Fortis will be sponsoring a series of short educational lunch sessions at its office. For each session, various attorneys at our firm will present information and answer general questions while you enjoy lunch and meet others with similar interests or concerns.
Our first topic will be: “Operating and Shareholder Agreements – The Nuts & Bolts and How They Hold Things Together” presented on December 1, 2016 from 11:30 am to 1:00 pm. During this session you will learn why and when businesses, regardless of size, should obtain expert advice about the various rights and responsibilities of equity ownership, business strategy and management, tax and accounting matters, dispute resolution, and other business considerations, and how these topics can be effectively documented.
This topic will be presented by Fortis’ newest attorney, Chris Amrhein, former General Counsel of Advanced Emissions Solutions. Chris has over 25 years legal and executive level experience in multiple industries and is uniquely qualified to provide business clients with information and training around general commercial and compliance topics that impact all businesses. Her biography can be found here and she can be contacted at firstname.lastname@example.org or 720-244-2792.
The presentation materials can be found here.