Author: Finola Annibella

October Monthly Meeting: “The Power of Alignment in Charitable Giving” … Guests Welcome!

Finola Annibella

Al Mueller, Excellence in Giving

Many families and companies want to make a difference in the world but have trouble knowing where to start or feel indifferent about their giving.  Please join Al as he shares lessons from twenty years of experience advising high-net worth families, companies, and non-profit corporations on how to align their charitable work with their money.  He’ll discuss how two ultra-high net worth parents raised kids that understood the true meaning of wealth and service to others and how a corporation changed their giving program to increase employee satisfaction and morale.  Al will also share how a non-profit board changed from scarcity thinking to abundance mentality and received a seven figure gift.

Al Mueller, President of Excellence in Giving, has 20 years of experience serving some of the most generous families in America.  Excellence in Giving helps families align their values, passions, and priorities with their wealth.  Those families gave almost $90 million to 981 high impact nonprofits in 2020.  Since inception in 2002, Excellence in Giving clients have given almost $500 million to local, national and international organizations.          

September Monthly Meeting: Estate Planning Attorney … Guests Welcome!

Finola Annibella
September Monthly Meeting: Estate Planning Attorney … Guests Welcome!

Mom Always Loved You Best – Join estate planning attorney, David Cook, JD, LLM, as he explores family relationships when death, possessions and money matters are involved.  David explores the human side of family affairs when death, dying and money matters are involved. Legal documents have little value without understanding the dynamics of families in times of change.

In this interactive and humorous presentation you will walk away with:

  • Why it is as important to get your personal affairs in order as your possessions.
  • Why documents are not a replacement for conversation and honesty.
  • How to create strong family ties, and avoid conflict, during and after your life.
  • The five great family truths.

David Cook has practiced law for over 30 years and has worked with thousands of clients. In his presentation David will share with you the wisdom he has gathered over his many years of helping families create a closer bond during the most challenging of times.

August Monthly Meeting: Digital Marketing Expert … Guests Welcome!

Finola Annibella

Jean Ginzburg has been in the digital marketing space for over thirteen years – servicing clients, working with partners and managing strategy. She is a serial entrepreneur and digital marketing expert helping companies scale revenue, optimize sales and marketing processes and improve productivity. Jean is also the CEO of the agency Ginball Digital Marketing. Ginball’s clients range from brand name Fortune 500 companies to innovative start-ups. In 2017, Jean launched JeanGinzburg.com, an education company bringing digital marketing strategies to up and coming entrepreneurs and startups. Jean‘s passion is empowering entrepreneurs and business owners. She gets up everyday striving to help businesses achieve their goals. After being a veteran in the digital marketing space, Jean mostly focuses on consulting businesses, speaking engagements and digital thought leadership

July Monthly Meeting: Life Lessons from a Colorado High School … Guests Welcome!

Finola Annibella

Platte Canyon High School in rural Bailey, Colo., doesn’t have a wood shop program. The town is landlocked and doesn’t have a lake. But the school has a yacht club. Kip Otteson will join us to share the story of how he and four other teachers helped students create the Platte Canyon Yacht Club. In 2018 teachers at Platte Canyon were wondering what kind of project could teach students about STEM, teamwork, and perseverance. Then they heard about a 70-mile open water ocean race that takes place over 48 hours off the coast of Washington State. They challenged students to design and build a boat from scratch that could compete in the race. The students embraced the challenge and built a huge boat that could hold 18 people. They trained and competed in the 2019 race and again in June 2021. Kip will share the lessons learned in challenging students to embrace a big challenge and how they overcame them as a team.

June Monthly Meeting: Boss or Babysitter? Guests Welcome!

Finola Annibella

Our very own Peter Melby will be presenting:

Boss or Babysitter?

Building a sustainable culture of success

Leaders shouldn’t have to babysit team members, but we all end up doing just that at some point. Teams encounter a conundrum: When we trust employees to act on their own, they often don’t do what we need them to do. When we micro-manage them, they don’t perform to their potential and everyone is miserable. We get burned either way. The ticket out of “The Babysitter’s Club” is surprisingly simple, yet nearly always overlooked.  Peter Melby, CEO of Greystone Technology, shares stories and experiences outlining the journey to deeply successful culture in an IT company with over 100 team members. He’ll share a simple, proven methodology for organizations at any stage to communicate effectively with team members and avoid the people problems that all successful IT teams must overcome.  Peter has shared these insights across the US, Europe, Australia, and Asia in an effort to redefine our global approach to company culture.

Bio

Peter Melby is the CEO of Denver-based IT service provider, Greystone Technology, a six-time Inc. 5000 honoree and a seven-time Top Workplace winner. Peter has been named one of Colorado’s Top 25 CEOs, 40 Under 40, Titan 100, and a ChannelPro 20/20 visionary. His leadership at Greystone has led to 17 consecutive years of growth and consistent recognition for market innovation. Peter speaks globally on topics related to scaling successful culture, disrupting traditional IT ineffectiveness, and common-sense cyber security.