Around the Firm
Promotions & Team Updates
Congratulations are in order for Joanne Cinalli who was promoted to Senior Analyst and Joe Lemming who was promoted to Manager.
Innovest welcomed Jack Schutzius, Analyst Assistant, to our team. Jack is a part of our Retirement Plan Team. We also welcomed Sarah Newman who joined the Business Development Team.
Recipients of the Service to Others Award, an award where employees nominate and recognize one team member per month for outstanding generosity, were Manager Joe Lemming in January, Senior Analyst Kristin Lee in February, and Analyst Assistant John Brock in March.
Published
TEXPERS published Vice President Dustin Roberts’ article titled, “Recordkeeper Consolidation Considerations for Retirement Plan Sponsors.”
Principal Gordon Tewell & Senior Analyst Kristen Lee were published in 401k Specialist: “Why Creating Income Solutions in Target Date Funds is So Important.”
Accounting Today published Senior Analyst Brett Minnick’s article titled, “Uncovering Hidden Conflicts of Interest for Retirement Plan Advisors.”
Principal Steve Karsh was published in the Articulator for his article named, “Predictions, Predictions, Predictions - Process Wins Over Prognostication.”
Service
Innovest published our 2020 Annual Giving Report. Innovest employees volunteered 1369+ hours of service in 2020.
Innovest employees contributed over 100 hand-written Valentine’s cards in the month of February to Holly Heights Nursing Care Center in Denver.
Innovest employees visited Project C.U.R.E. on March 12th to help organize donated medical equipment and supplies to ship out to resource-limited communities across the globe. Innovest looks forward to this opportunity annually.
Conferences, Speaking, Events, & Sponsorships
Principal Wendy Dominguez spoke as a Goldmine speaker at the National Business Officers Association “Innovation State of Mind” annual meeting in February.
Innovest sponsored the 2021 Mardi Gras event at the Augustine Institute.
On March 2-4, Innovest co-hosted the 21st Annual Rocky Mountain Nonprofit Conference with Kundinger, Corder & Engle, P.C., an accounting firm in Denver specializing in nonprofits. 190+ people joined us for virtual sessions on the economy, accounting, tax updates, and the effects of COVID-19 on nonprofits. Principal Scott Middleton and Vice President Steven Fraley spoke at the 2021 Rocky Mountain Nonprofit Conference (RMNPC) on Economic Updates. Innovest co-founder and CEO Richard Todd was joined by Principal Sloan Smith to speak on how “Process Beats Prediction” at the 2021 RMNPC, as well.
On March 10, Innovest Principal and Director, Sloan Smith hosted a webinar with Jordi Visser, Chief Investment Officer and President of Weiss Multi-Strategy Advisers. They shared an incredibly interesting discussion on Mr. Visser's thoughts about the current macroeconomic environment and his view of potential market opportunities and risks.
Sloan Smith, Innovest Principal, moderated the Real Assets and Infrastructure panel at the Mountain States Institutional Conference on March 23rd.
On March 24, Innovest Principal Rick Rodgers co-hosted a webinar with BPM titled, “Protect Yourself and Your Employees Through Effective Governance.” This informative webinar was designed to provide participants useful insights and takeaways on a thoughtful approach to retirement plan management and oversight.