Meetings

February Breakfast Program

Finola Annibella

Panel Presentation — DAB Past Presidents

Current president Mike Butler acted as emcee to a panel presentation of past DAB presidents. Those we celebrated were John Jordan…Anthony Lambatos…Tom McConnell…Peter Tedstrom…Gary Taylor.

The DAB was formed in 1986. At that time, it consisted of twelve men and one woman. The organization was called The Advisory Board and met at Lakewood CC.

Gary Taylor — joined in 1988 and was in the organization for 32 years. He served as president from 1994-2000. In his tenure, the organization hosted three education forums that served the community and raised funds to donate to local charities. Partnership with to the Senior Hub organization started in this time. In this period, the name of the organization was amended to The Denver Advisory Board.

Peter Tedstrom — joined in 1999 and continues as an active member today. Membership in 1999 dropped to six people! Dues were $2,000 per year. Ouch. There was no president for awhile until he was “volunteered” by another member. He served from about 2004 to 2008. Membership grew to 25 members as dues were cut significantly. Peter initiated more charitable programs, began the annual golf tournament, and formed a committees’ structure.

Tom McConnell — joined the DAB in about 2007. The membership was just under 30 people and strong. He became president in 2008 and served until 2014. Tom created the quarterly happy hours, an election process for the role of president, established membership goals and formed the first Strategic Planning Committee.

(According to the photos Mike shared, the stress of leading the organization for each of these fine gentleman caused them each to lose their hair!)

Anthony Lambatos — joined DAB in 2009 and immediately took over the chair of the Events Committee and created many fine events for the membership, including the annual Kickoff party. Anthony served as president in 2014-2016. Membership continued to grow to about 50, mostly because of the “loud” suits he liked to wear! During his tenure, the monthly meeting place of The Oxford Hotel bumped us in favor of an all-hotel event and Anthony scrambled to get The Aquarium to host the upcoming meeting. He subsequently led the change to our current and ongoing location at the Aquarium. Anthony initiated a president-elect process to help in the transition of leadership.

John Jordan — joined also in 2009 and took on the chair of the Programs Committee. Members enjoyed and learned from many excellent speakers, including Governor John Hickenlooper. After running against Anthony in 2013, John was elected president and served from 2017 to mid-2019. With his guidance, the DAB expanded member categories and he initiated a process to encourage committees’ chairs turnover to keep the BOD fresh and vibrant. John also started the Member Engagement Committee, and had the habit of clanking an iritating cowbell at the start of each monthly meeting.

Mike Butler — joined the DAB in 2012. Hanging quietly around and grasping (finally!) the finer aspects of the organization, he stepped up to lead the Events Committee in 2018. Mike became president in mid-2019 and in partnership with all the committee Chairs is beginning his initiative to “Rev It Up!” in 2020 and beyond. Mike expects to be the first re-elected three-term president (or until the Dallas Cowboys call him to be their new head coach).

– Doug Phelps

January’s Speaker

Finola Annibella

Topic:  2020 – An Early Look At a Tumultuous Political Year.  This will be an overview of the 2020 political landscape and of our political system even more broadly – presented with a non-partisan perspective and with time at the end for Q&A.

Eric Sondermann is a high-profile, Denver-based political commentator, writer, pundit, civic leader and consultant.

Having been a frequent columnist in the Denver Post for many years, Eric now writes a regular column for Colorado Politics, a publication of the Gazette. He is a regular panelist on the weekly “Colorado Inside Out” program on Colorado Public Television and co-hosts the “Colorado Decides” political debate series sponsored by CBS/Denver-Channel 4, Colorado Public Television, the Colorado Sun and KOA Radio.
He is regularly called upon as a go-to source of independent political insight by a laundry list of media outlets across the state and nation, and occasionally beyond our borders. He is respected for his candor, his independent thinking, and his ability to distinguish analysis from spin.
As a civic leader, Eric has chaired the Boards of the Colorado I Have a Dream Foundation, The Logan School, Roots Elementary and Catapult Leadership. He has also served as a Board member of Urban Peak, the Colorado League of Charter Schools, Colorado Public Radio, the Children’s Museum of Denver and the Colorado Symphony. He most recently joined the Board of Judaism Your Way.

Well over two decades ago, Eric founded the well-respected media and public affairs consulting firm, SE2. In 2014, he sold his interest to his long-time business partners to devote his next chapter to these pursuits in addition to some high-level strategic consulting on a handful of critical public policy issues.
Eric and his wife Tracy Dunning divide their time between Denver and a mountain retreat near Tabernash. They are the parents of two (mostly) grown children, Katrina and Clarke.

December’s Speaker

Finola Annibella
December’s Speaker

We welcome Kyle Dyer as our December speaker. She describes her presentation topic as … the importance of discovering and sharing our own individual stories as a way to connect with others. And even more vital.. is listening to those stories.  The connections really happen when we deeply listen to one another and also when we listen to ourselves.   Sharing ‘our why’ we do something or ‘why’ we care about our careers, our clients, our communities.. resonates with others.  By providing that inside look, by being vulnerable.. we make powerful connections. I will encourage the DAB team to be more of a storyteller.. in their marketing materials, when doing presentations, in content on their websites, emails to customers and on their social media platforms… and most of all…  share their stories with their clients and listen to their client’s stories as a way to build and grow a trusted relationship.

September’s Speaker

Finola Annibella

We look forward to hearing from Liz Wendling on: How To Generate High-Value Sales Conversations, Update Your Outdated Selling Strategies.

Many professionals think they’re using a modern selling approach, fit for today’s fast-paced, information-saturated marketplace. In reality, many are using sales methods that are outdated, old-school and salesy and it costs them clients, income and opportunities.

Come learn how to sell in a way that fits you, your personality and style. Get some practical and tactical guidance about what it takes to attract more clients and close more business—the modern way.

You will:

  • Understand how to sell to today’s new consumer and sync up with the way they buy. (it’s radically different than five short years ago)
  • Learn the old-school words and phrases that turn people off and make you sound like you got stuck in the 1980s.
  • Find out what you are doing that is causing people to avoid your calls and why they delete your emails.

April Meeting Topic: Beyond Bitcoin … Blockchain

Finola Annibella

Speaker:  Matt McClintock

Topic:  Beyond Bitcoin, Sorting through the Hype and Hope of Blockchain

Matt is a founding partner of Evergreen Legacy Planning, LLP, a national law firm based in Evergreen, Colorado. He helps affluent individuals and families manage their affairs privately in protective, tax-efficient structures. His practice focuses on innovative legal solutions for entrepreneurs, individuals with complex or unusual assets, and families seeking to preserve and protect wealth for future generations. He is a leader in designing and implementing creative legal solutions to maximize protection and privacy and minimize tax liability. Matt is admitted to practice law in Colorado, Wyoming, and Alaska, and often works with other attorneys as co-counsel for complex matters. (www.EvergreenLegacyPlanning.com). Matt was selected by his peers as a “Super Lawyers Rising Star” for his contributions to excellence and innovation in practice.

Matt especially enjoys working with individuals with unusual assets like closely-held businesses, cryptocurrency and other valuable digital assets, and other unique assets. His practice includes linking strategies from the most effective jurisdictions to give clients the best, most protective, tax efficient, and private structures available. A 20-year veteran of the estate planning and trust administration industry, Matt designs and implements creative legal strategies that help individuals preserve, protect, and ultimately pass on the stewardship, values, and humanity of who they are along with their financial wealth, however great or modest. His practice emphasizes long-term trust design & implementation,
asset protection, and strategic business planning and succession.

Matt is a member of the Colorado, Wyoming, and Alaska Bar Associations, WealthCounsel, and the Society of Trust & Estate Practitioners (STEP-Wyoming chapter). Matt speaks and writes frequently on a wide range of strategic legal topics. He volunteers his time as a member of the Governor’s Blockchain Council and as a member of the board of directors for Team Evergreen, a nonprofit cycling club that has donated more than $2 million to nonprofit organizations in Colorado and beyond.

Matt holds a Bachelor of Arts degree (Political Science) from the University of Central Oklahoma and a Juris Doctor from the University of Oklahoma College of law (2000). Matt lives in beautiful Evergreen, Colorado. He is married, and has two grown (and amazing) daughters who are pursuing their own dreams helping those who cannot help themselves. Matt is an avid cyclist and reader.