Director of the Business Resource Center-Utah, Zions Bank
Greg Cassat is the director of the Business Resource Center-Utah for Zions Bank. In this role, he is responsible for working with clients on all aspects of their business. He especially enjoys working with entrepreneurs who struggle with putting together their business plan. Prior to joining Zions, Greg worked as a coach for the Rich Dad program. He is a lieutenant colonel in the Army Reserves. Greg earned his undergrad in business management at BYU. He recently received his MBA from the University of Utah.
Associate, Snell & Wilmer
Olivia Crellin’s principal area of practice is corporate finance and securities law with an emphasis on corporate governance, mergers and acquisitions, private placements, securities law compliance, joint ventures and general corporate matters. She also works directly with businesses, organizations and individuals in natural resource transactions including, specifically, the appropriation and sale of water rights and commercial transactions with tribal entities.
IT Operations, Founder, Nerd Herder
Erica’s held numerous roles across the healthcare and software development worlds but has found that her strength and expertise is best utilized in the role of team builder. She’s created cross-functional operations teams and fiercely loyal product and software development teams. She has experience in healthcare and other highly regulated industries. Erica has also started her own business and has navigated the e-commerce strategies as an Amazon and Houzz supplier.
CPA, Audit Senior Manager at Tanner LLC
Jonathan has 16 years of experience in the accounting industry (four of which were with a Big 4 firm) and has served as the engagement manager for a number of publicly traded and privately held enterprises, including various not-for-profit, real estate, private equity, manufacturing, distribution and software entities. He will bring a unique understanding and capability to your issues.
Tax Partner at Tanner LLC
Jodie has 21 years of public accounting experience. Prior to joining Tanner, Jodie spent 10 years with a Big 4 firm. She has extensive experience in all phases of tax compliance and consulting, consolidated and multi-state filing issues, international tax, partnerships, S corporation, individual and expatriate tax. Jodie graduated from the University of Utah with a master of professional accountancy and a bachelor of science in accounting.
Intellectual Property Law, Workman Nydegger
Dustin Howell’s experience runs deep in the subjects of physics, optics, mechanics and mechanical engineering. He uses his background to help clients in the preparation and prosecution of the U.S and international patent and trademark applications as well as licensing and confidentiality agreements and other IP issues.
Senior Manager at Tanner LLC.
Grady has 12 years of experience in audit and business advisory services (including 10 years with a Big 4 accounting firm) working with both publicly traded and privately held companies. Grady has experience serving retail, manufacturing, software and technology companies, as well as companies that have undergone debt and equity transactions as well as initial public offerings (IPOs). He understands the key issues they face including revenue recognition, stock-based compensation, equity arrangements.
Staff Engineer, MEP Center, University of Utah
David has experience working in the heavy equipment manufacturing industry. His experiences include process improvement, root cause analysis, lean manufacturing, and assembly line simulation. He previously worked at John Deere in several business groups including manufacturing, marketing and testing.
Experienced Tax Partner at Tanner LLC.
Garrett has more than 13 years of public accounting experience serving companies in a wide variety of industries, including technology, software, consumer products, real estate and homebuilding. Garrett began his career in San Francisco where he advised high-growth software, technology and real estate companies. Drawing on his background in the Bay Area, Garrett moved to SLC and began providing tax compliance and consulting services to his clientele, which included both public and private clients.
Political Science Instructor at University of Utah
Tony is an Adjunct Instructor in the Political Science Department and an Associate at the Institute of Local Government Studies at the University of Birmingham, UK. He has 15 years of experience in nonprofit operations, as Chief Operating Officer for the Community Foundation of Utah and as Vice President of Operations for Mercy Housing Lakefront in Chicago, and he also taught nonprofit management as Adjunct Faculty at Northwestern University. Tony also served on the board of a startup social enterprise, that operated as a joint venture of two nonprofits in Chicago. His career includes working as a Corporate Budget Manager for the City of Austin Texas and as a Policy Analyst for the Ohio Legislative Budget Office. He has received both a Bachelor of Business Administration in Finance and a Master of Public Administration from the Ohio State University.
Timothy D. Nichols
Intellectual Property Law, Workman Nydegger
Timothy D. Nichols is a former engineer and federal law clerk who today represents companies of all sizes in patent, trademark and copyright matters. He regularly counsels clients regarding the procurement and licensing of their intellectual property, and guides them through the intricate nuances of online marketplaces to better manage, protect, and extract revenue from their intellectual property portfolio.
Intellectual Property Partner, Snell & Wilmer
Eric’s practice is centered on intellectual property counseling, primarily in the biotech and mechanical device industries. Eric has experience in many facets of IP including; patent and trademark registrability and prosecution, freedom to operate diligence, non-infringement and invalidity opinion work, copyrights, and diverse transactions and agreements having IP components.
Senior Tax Manager at Tanner LLC.
Matt has 18 years of experience in public accounting. He has extensive experience handling the tax and accounting needs of companies and executives within many different industries, including SaaS, software development, manufacturing, technology, services and real estate. Matt specializes in helping companies with their federal and multi-state tax compliance, tax planning, cash flow planning, capital expenditures, entity structuring and M&A and transaction planning.
Director of Strategic Initiatives, Boart Longyear
Monika is a veteran of developing brand essence and product management strategies for global products and services. Monika holds 20+ years of experience at Black & Decker and Boart Longyear in a variety of progressive roles. She is currently the director of strategic initiatives at Boart Longyear and a mom.
Clean Lines Productions LLC.
Tyler Tate is an entrepreneur just like you, including three businesses spanning multiple industries. Tyler is a media mogul, a premier photographer, a consultant in psychographics aiding in strategic marketing and demographic research and a software designer using blockchain and other designs to bring a world marketplace to your computer. He has expertise in product photography, media relations, determining demographics, psychology of marketing, understanding emotions, using predictive analytics and more.
Founder, Tripp Financial Consultants
Fred has been active in business management, investment advisory services and financial consulting for over forty-five years. Fred holds a Ph.D. in business administration from The American University, an MBA from Lehigh University and a BS in economics from Purdue. Fred is also a veteran, major of the US Army.
Patent Attorney, TraskBritt
Bailey is a registered patent attorney working at TraskBritt. Her practice focuses on the preparation and prosecution of patent applications and the acquisition/enforcement of trademarks. Bailey holds a B.S. in materials science and engineering with a focus on mechanical, semiconductor, nanotechnology, medical device, and chemical and material processing technologies.