Tricia Muehlbauer, Executive Director
PO Box 7585 Colorado Springs, CO 80933-7585
Telephone: 719-291-5545; Fax: 719-213-2693
Email: director@csea.biz
Website: www.csea.biz
The information herein is privileged and is furnished by and for the members of the Colorado Springs Executives
Association. Any claim of damage resulting from others having access hereto is the sole responsibility of the
members or firm permitting such and is not the responsibility of the Association. Information in the newsletter has
been obtained and listed with care from sources deemed reliable, but its correctness is not guaranteed.
Current Board of Directors:-Jenn Kolk, President; Tara Irons-Past President; Chris Waldron-Vice President; Stephanie Horton-Secretary; Diana Thate Treasurer; Todd Matia; Larry Blevins; Karen Heun; Kody Miller
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April 17, 2024
Drew Lintz, Confluence Marketing io
Confluence Marketing io specializes in crafting automation systems designed to scale your business by streamlining client communication and care. With expertise in integrating calendar and scheduling booking systems, I ensure seamless client interactions. My proficiency extends to developing robust follow-up automations and social media strategies, optimizing your online presence for engagement and growth. I excel in lead generation and designing high-converting sales funnels, tailoring solutions that automate critical business processes, enhance client experiences, and drive revenue growth. My approach is to implement efficient, automated systems that allow you to focus on what matters most—growing your business. Come next week to hear Drew’s debut presentation!
April 10, 2024
Thank you to Carissa Smith, Forbush Legal, for today’s presentation on estate planning. Carissa is extremely passionate about her career and loves to help clients plan for the ones they love! If you don’t have a will/estate plan, want to update your plan or just want an opinion of the plan you have, give Carissa a call!
ATTENDANCE: 46 |
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GUESTS: Todd Matia– Matt Hiner, Hiner Outdoor Living; Steven Havard, C&H Asphalt Diana Thate-Amanda Quesada |
BIRTHDAYS: April 10: Caroline Fleming, Weathercraft Roofing April 11: Jeff Tarbert, the Colorado Running Company Doorprize: Congrats to Mike Edde who won an art print from Bernard Sandoval (bonus doorprize! Thanks, Bernard!) and to Jenn Kolk who won a ‘goody’ bag from Carissa Smith at Forbush Legal. |
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Notes from your executive director:
At today’s board of directors meeting, the board:
Approved Primary membership for Matt Hiner, Hiner Outdoor Living, Category-Landscape & Outdoor Living Designer. Matt is sponsored by Todd Matia, Harvey Investment Management. Welcome, Matt! And thank you, Todd, for sponsoring him!
Approved Primary membership for Amanda Quesada, Stinar Zendejas Burrell & Wilhelmi, PLLC, Category-Business Law. Amanda is sponsored by Diana Thate, Payroll City. Welcome, Amanda! And thank you, Diana, for sponsoring her!
Opened the classification of Asphalt/Concrete Company for Steven Havard, C & H Asphalt. Steven is sponsored by Todd Matia, Harvey Investment Management. Should you know of any asphalt/concrete companies who might like to compete for the spot in Execs, please bring them as a guest! It is always our goal to bring in the very best in class!
Approved a change in membership where Kody Miller becomes the Primary member for Cross Country Mortgage, replacing Chris Franquemont. Note, company change from Guaranteed Rate to Cross Country Mortgage.
Thank you for completing the brief survey on ARTICLE IV Membership, Section 2 of our bylaws. The board reviewed results today and began discussions around these results. There will be more conversation to come and we will report back to you soon!
We currently have only about 10 spots left for the April 24 meeting with the Mayor. If you have not signed up, please do so THROUGH THE LINK I EMAILED OUT LAST WEEK. If you forget to sign up through the link and show up for breakfast, we may not have room for you! Thank you for understanding. As usual, breakfasts are billed for in advance and we will not be crediting breakfasts if you are not here.
BUSINESS CHANGE:
- None
BUSINESS INFORMATION (information pertaining to members’ businesses):
- Yeah! Great start to this running season! Many, many races and fun runs this spring! Stop by The Colorado Running Company for the best in all the gear you need! (JEFF TARBERT)
- Does your company have marketing challenges? Call SANDIA if you would like a free consultation. 719-200-3634. (BERNARD SANDOVAL)
- Call for spring cleaning specials! We prioritize commercial; don’t miss a day with Waste Management. (DAVID PEREZ)
- We have in-house bridge loans! Don’t know what that is? Give me a call! 719-494-9718. (KODY MILLER)
- TECC Painting is working on two historical projects: The Pioneer Museum (plaster repairs and painting) and Garry Barry Stadium (sand blasting the steel stadium and coatings on all surfaces). TECC Painting services include blasting steel piping and tanks and specialty coatings to preserve the surface for the long haul. CSEA members get 10% off your exterior projects. Call 719-577-9300 to schedule a free consultation/estimate. Our services include carpentry and stucco repairs. (TONY ELLIS)
CALL BOARD:
- None
COMMUNITY EVENTS:
- At the end of the newsletter is the invitation for the program The Greenberg Center for Learning and Tolerance is doing April 25th at District 11’s Tesla Professional Development Center “Beyond Bars? The Reality of Reentry. Please read the invitation at the end of the newsletter and sign up at www.thegreenbergcenter.org. If you have any questions, please call me at 719-598-7004 or 719-237-2676. Feel free to pass this information to your friends. Looking forward to seeing you at this amazing free event. (PAULETTE GREENBERG)
DIRECT LEADS (when you yourself do business w/ a member or someone you referred to a member does business with that member) AND REFERRALS:
- Direct lead to Ent. (TODD MATIA)
- Direct lead to John Cole. (TODD MATIA)
- Direct lead to Garden of the Gods Club. (TODD MATIA)
- Direct lead to Mark Peniston. (TODD MATIA)
- Direct lead to Carissa for estate planning, personal. (SALLY AVENT)
- Direct lead to Mark Peniston. (CANDY VANDENBERG)
- Direct lead to Paul, Tint Technologies. (MIKE GARROW)
- Direct lead to Chris Peloso, American Printing. (MIKE GARROW)
- Direct lead to Jonmarc with Cultivate House Detailing. (KIM GRIFFIS)
- Direct lead to American Printing and Copying, Chris Peloso. (SEBASTIAN ERTELT)
- Direct lead to Colorado Canyon Signs! Thanks for the window stickers! (BILL HUFFOR)
- Direct lead to Stephanie at KCME. Thanks for the opportunity to do some advertising! (BILL HUFFOR)
- Direct lead to Wendy’s. (KAREN HEUN)
- Direct lead to Greccio Housing. (ANGIE PETERS)
- Direct lead to Swartz Electric. (ANGIE PETERS)
- Direct lead to Focus on the Family. (ANGIE PETERS)
- Direct lead to Advanced Impressions/Karen. (CARISSA SMITH)
- Direct lead (again) to Jenn Kolk. (JIM LITTLE)
- Direct lead to Colorado Canyon Signs. (TREVOR DIERDORFF)
- Direct lead to Furry Friends. (TREVOR DIERDORFF)
- Direct lead to Mark, CPA…Nicole and Jorge. (KODY MILLER)
- Direct lead to Candy Vandenberg. Extended and added to a new CD and sent my brother to you as well. (DIANA THATE)
- Direct lead to Brooke with Sasquatch Cookies. (DIANA THATE)
- Direct lead to The Gazette, ongoing. (STEPHANIE HORTON)
- Direct lead to Furry Friends. (JONMARC RADSPINNER)
- Direct lead to Best Western. My son and wife have booked four nights starting June 13th. (JIM SMITH)
- Direct lead to Happy Plumber for a hot water heater replacement. (MIKE EDDE)
- Direct lead to American Printing. (MIKE EDDE)
- Direct lead to Bill Huffor. I sent my friend Kenya your way. And thanks for helping me fill Hudson’s Easter basket. (JENN KOLK)
- Direct lead to Mike Eschler. We sent our friend Barb your way for a new windshield. (JENN KOLK)
- Direct lead to City Glass. TECC Painting needs a new store-front glass door for our office. Call 719-577-9300 to set an appointment with me. (TONY ELLIS)
EMPLOYMENT:
- None
KUDOS:
- Forbush legal has helped our family; they are wonderful. (DAVID HORWITZ)
MEMBER-TO-MEMBER THANKS:
- Thanks Tony and Armando. “Garry Barry Stadium.” (SPENCER SWANN)
- Thanks Trevor for letting us give you a woody! (Tarah’s car now has ‘wood’ panels!) (SPENCER SWANN)
- Thanks Amy Long at COS Visitors Center! (SPENCER SWANN)
- Thanks to both Marks! Rohn and Peniston. Good job! (SPENCER SWANN)
- Thanks Bill at Stubby’s! (SPENCER SWANN)
- Thank you Michael Garrow and the wonderful staff at The Garden of the Gods Club for helping us celebrate my granddaughter’s birthday. (DON MOON)
- Thank you Coaltrain for the great bourbon advice. (DON MOON)
- Thanks for the lead yesterday, Eddie Hurt! (MAT LAFLEUR)
- Thank you to Ed Hurt for the business. (PILAR CHAVARRIA)
- Thank you to Mike Edde for the referral. (PILAR CHAVARRIA)
- Thanks to Sebastian at Fargo Law for trusting us with your printing needs. (CHRIS PELOSO)
- Thank you KCME Ad Lib Youth Jam Sessions. (PAUL HASTY)
- Thank you to Carissa Smith for your order. (KAREN HEUN)
- Thank you to Angie Peters for your ongoing business. (KAREN HEUN)
- Thank you Jessie at Scoop Creative for your order. (KAREN HEUN)
- Thanks Paul for coming to Jazz Ad Lib Lab and the kind words. (STEPHANIE HORTON)
- Thanks Bill and Brooke for the gift certificates to support our fundraising drive. (STEPHANIE HORTON)
- Thank you El Paso Club for the continuing projects. (TONY ELLIS)
- Once again, thank you to Brittaney Grace at Weathercraft Co with help on my roof. I can always count on Weathercraft for the best service :). (PAULETTE GREENBERG)
MESSAGING SERVICE:
- Jeff L, we need to get together and talk baseball. (TERRENCE VANSANT)
- Happy Birthday Jeff. (TERRENCE VANSANT)
- Jon Taylor, how do we get our kid’s Pride team to be the team of the week that gets to hang out with the Switchbacks? (TODD MATIA)
- Mike Edde, please put me on your schedule for furnace cleaning. (KEVIN HOLT)
- Bill Huffor, congratulations on your second grooming business located in Monument. (KEVIN HOLT)
- I look forward to our meeting, Paul Hasty. (PILAR CHAVARRIA)
- I enjoyed the Pikes Peak Philharmonic performance with Brenda Speer on the French horn! (SEBASTIAN ERTELT)
MISCELLANEOUS:
- Woodland Park will be celebrating “Historic Preservation” the month of May! (SPENCER SWANN)
- Buy art at bernardsandoval.com. (BERNARD SANDOVAL)
- Tomorrow my son and I are traveling to St. Paul to cheer on DU in the Frozen Four. Go Pios!! (JIM LITTLE)
- I had to mail out a chair via Fed Ex and the Fed Ex store we go to closed…happened to go to the Pak Mail store on 4419 Centennial Blvd. The original owner was our own, Gary Altman. Wonderful , helpful owner :). Good place to mail packages, including not only Fed Ex, but UPS packages and regular mail too !! 719-593-1212 . Never thought anyone could take Gary’s place !!!! (PAULETTE GREENBERG)
NEW BUSINESS:
- None
PROGRAM COMMENTS:
- Great presentation! Good to know you! (SPENCER SWANN)
- Great presentation, Carissa! So glad to have someone so passionate about people and your profession. (TODD MATIA)
- Carissa, great presentation! (JEFF TARBERT)
- Very interesting program. (LARRY BLEVINS)
- Great program Carissa! (JESSE CARILLO)
- Great to learn more about Forbush Legal. (BERNARD SANDOVAL)
- Thanks Carissa, great presentation! (CANDY VANDENBERG)
- Great informative program. Thanks, Carissa! (ANGIE PETERS)
- Wonderful program! Thank you, Carissa! (KODY MILLER)
- Thank you for the great presentation, Carissa! It’s a good reminder that my wife and I need to do estate planning. (JONMARC RADSPINNER)
- Great program! (JIM SMITH)