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Jeff’s Recent Clients Include:
Accounting
North Dakota Society of CPAs
PricewaterhouseCoopers
bmc
RSM McGladrey, Inc.
Western Auditors Association
CPA Associates International, Inc.
Association of Government Accountants
American Payroll Association
Institute of Internal Auditors
Ernst & Young
Utah Association of CPAs
Michigan Association of CPAs
Treasury Management Assn. of New York
Haefele Flanagan
Agriculture
Food Marketing Institute
FBL Financial Group
Farm Credit Financial Partners, Inc.
Farm Credit Bank of Texas
Farm Credit Services SW
Farm Credit Council
American Meat Institute
AgFirst
CoBank
Farm Credit of New Mexico
AgAmerica Farm Credit Bank
Oregon Seed Growers League
Pee Dee Farm Credit
Mosaic
FCCServices, Inc.
National Milk Producers Federation
Indiana Farm Bureau
1st Farm Credit Services
GROWMARK, Inc.
American Butter Institute
American Dairy Products Institute
J.R. Simplot
Banking
JPMorgan Chase
American Bankers Association
Consumer Bankers Association of America
America’s Community Bankers
National Marine Bankers Association
FDIC
Conference of State Bank Supervisors
California plus 26 other state Bankers Associations
Zions Bancorporation
Vectra Bank Colorado
Numerous regional banks
Credit Unions
World Council of Credit Unions International Conference
Credit Union National Association (CUNA)
Credit Union Executive Society (CUES)
Members United Corporate FCU
NASCUS
American Credit Union Mortgage Association (ACUMA)
National Credit Union Administration (NCUA)
Mountain America Credit Union
WesCorp, SW, and SE Corporate Credit Unions
Eighteen State Credit Union Leagues
Economic Development
North Carolina Chamber of Commerce
Oregon Enterprise Conference
Greater Omaha (NE) Chamber of Commerce
Ohio Economic Development Association
Greater Fresno (CA) Chamber of Commerce
St. Joseph (MO) Chamber of Commerce
Denver (CO) Metro Chamber of Commerce
South Metro Denver (CO) Chamber of Commerce
Montana West Economic Development
CEO Council of Tampa (FL)
Corpus Christi (TX) Regional Econ. Devel. Corp.
Economic Development Authority of Western Nevada
U.S. - Canada Trade Conference
Western Regional Council
Rocky Mountain Minority Suppliers Development Council
Michigan Chamber of Commerce
Missouri Department of Economic Development
Marshall County (AL) Economic Development Council
Seattle (WA) Economic Forecast Conference
Anchorage (AK) Economic Development Corporation
Heber Valley (UT) Chamber of Commerce
Shasta (CA) Economic Development Corporation
Northern Utah Business and Economic Summit
Center for Economic Growth (New York’s Capital Region and Tech Valley)
Northern Nevada Development Authority
Business Council of Douglas County (NV)
Carson Valley (NV) Chamber of Commerce
Southwest Partnership Development, LLC
Park City (UT) Chamber of Commerce
Idaho Falls (ID) Mayor’s Business Day
Accelerent (Greater Washington, D.C.)
Summit County (OH) Employment Conference
Utah Valley Chamber of Commerce
Michigan Works Association
Utah Association for Adult, Community and Continuing Education
Education/Public Sector
ITT Educational Services
University of North Alabama Commencement
University of Michigan
Notre Dame
Weber State University
National Entrepreneurship Education Forum
Southern Arkansas University/Murphy Oil Lecture Series
The Church of Jesus Christ of Latter-day Saints
Abilene Christian University
Federal Women’s Program
Salt Lake City Library Dewey Lecture Series
Weber County Republican Party
Utah State Bar
University of Utah
Harvard Club of Utah
United Way
Utah State University Partners in Business
Association of Idaho Cities
Utah Intergovernmental Roundtable
Utah Association for Adult, Community and Continuing Education
The Council of State Governments-WEST
Energy
National Mining Association
Tennessee Valley Authority
Rocky Mountain Power
Iowa Association of Electric Cooperatives
National Rural Utilities Cooperative Finance Corp.
TVA Investments
Murphy Oil
CoBank
AgFirst
Petroleum Packaging Council
Deseret Power
Intermountain Power Agency
MDU Resources Group
Portland General Electric
Black Butte Coal Company
SynGas Association
Northwest Public Power Association
North Central Electric Association
American Public Power Association
Utah Associated Municipal Power Systems (UAMPS)
Northern California Power Agency
National Rural Electrical Coop Association
Southern Minnesota Municipal Power Agency
Electrical Generating Systems Association
National Ocean Industries Association
Financial Services
ING Life Group
Bank of Ireland International Investment Conference
Symetra Financial
National Pension Education Association (NPEA)
Wilmington Trust Company
Fiserv Investment Support Services
M & A Source
DBA International (Debt Buyers)
National Rural Utilities Coop Finance Corp. (NRUCFC)
DaimlerChrysler Services (North America)
Inc. Magazine Financial Symposium
Financial Women International
The Hartford
National Association of State Retirement Administrators
Wachovia Bank Asset Management & Institutional Client Services
Western Union Global Agent Conference
National Association of Personal Financial Advisors
Discover Financial Services
Investment Council Association of America
Investment Centers of America
First Data Corporation
National Association of Certified Valuation Analysts
Kelling, Northcross & Nobriga (municipal finance)
Lincoln Financial Group
De Lage Landen (international leasing)
Matrix Settlement and Clearance Services
National Association of Insurance and Financial Advisors
Strategic Planning Group
Thrivent Financial for Lutherans
Capitas Financial
ThinkEquity LLC
R.B. Wiser & Associates
Trigild (non-performing commercial loans)
TSYS (payment processing)
MCM (fringe benefits)
John Hancock
Society of Financial Service Professionals
2010 Midwinter Housing Finance Conference
Questar Capital
American Insurance and Investment
Utah Chapter of the Financial Planning Association
Towers Watson
Sedgwick Claims Management Services
FBL Financial Group
Barron’s Magazine
Morgan Stanley Smith Barney
Community Associations Institute
Health Care
American Hospital Association
Regence BlueCross BlueShield
Utah Hospitals & Health Systems Association
Utah Association of Health Underwriters
Rural Health Management Corporation
Intermountain Health Care Board of Trustees
Utah Medical Association Financial Services
Uintah Basin Healthcare
BlueCross BlueShield of Nebraska
CHG Healthcare Services
Utah Assisted Living Association
MountainStar Healthcare
Sedgwick Claims Management Services
HealthTrust/CoreTrust
Industry
Marriott International
Delta Air Lines
Hilton Hotels Corporation
American Airlines
Stevens Worldwide Van Lines
RISE (pesticides and fertilizer association)
Roof Consultants Institute
Self Storage Association
Aluminum Extruders Council
L&W Supply Corporation
National Coil Coating Association
National Electrical Contractors Association
American Society of Training & Development (ASTD)
North American Die Casting Association
National Association for Court Management
American Moving and Storage Association
International Zinc Conference
Powder Coating Institute
National Association of Purchasing Managers
International Association of Exposition Management
Metal Treating Institute
GEA Integrated Cooling Technologies, Inc.
Mechanical Contractors Association of America
Mechanical Service Contractors of America
Air Conditioning and Refrigeration Institute
Office Products Wholesalers Association
The Vision Council
Association for Corporate Growth
United Van Lines
Forging Industry Association
Society for Mining, Metallurgy, and Exploration
Pine Chemicals Association
National Electrical Manufacturers Representatives Assoc.
Pacific Western Distributors Association (plumbing supply)
The Association for Suppliers of Printing, Publishing and Converting Technologies (NPES)
Silicon Valley Business Travel Association
Farmer Boys Food
National Business Travel Association
The Cleaning Authority
National Hardware Show
S.P. Richards Company (office products)
Precision Metalforming Association
American Society of Civil Engineers
Truckload Carriers Association
Union Pacific
Recreational Vehicle Dealers Association
Ohio Ready Mixed Concrete Association
Optical Laboratories Association
National Association for Printing Leadership
Professional Landcare Network (PLANET)
BFI Canada/IESI (waste management)
Service Professional Group
Smart Meetings
Associated Food Stores
ID Trucking Association
Electrical Generating Systems Association
Plastics Pipe Institute
Hormel Foods
Towers Watson
National Ocean Industries Association
Gates Corporation
Houston Auto Dealers Association
UniGroup Van Lines
Food Marketing Institute
National Mining Association
TriMega
North Central Business Travel Association
Simmons Media Group
National Council of Architectural Registration Boards
Insurance
ING Life Group
Symetra Life Insurance Company
Independent Insurance Agents & Brokers of Idaho
MassMutual Life Insurance Company
Fringe Benefit Analysts
General Reinsurance Corporation (Gen Re)
Fiserv Investment Support Services
WNC First Insurance Services
Travelers Insurance
Jackson National Life Insurance
American Council of Life Insurers
The Hartford
Olympus Insurance Agency
National Association of State Retirement Administrators
Towers Perrin Reinsurance
Professional Insurance Marketing Association (PIMA)
National Association for Variable Annuities (NAVA)
Consumer Credit Insurance Association
Great West Casualty Company
National Association of Insurance and Financial Advisors
American Association of State Compensation Insurance Funds
Thrivent Financial for Lutherans
John Hancock
Surplus Line Association of Idaho
LOMA
American Insurance and Investment
StoneRiver
Tai Life Reinsurance Systems
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Manufacturing
National Marine Manufacturers Association
Spring Manufacturers Institute
Tube & Pipe Association, International
Outdoor Power Equip. & Engine Service Assoc. (OPEESA)
Recreational Vehicle Industry Association
Harley-Davidson
Glass Association of North America
Stihl Inc.
National Precast Concrete Association
Husqvarna
Fabricators and Manufacturers Association
National Tooling & Machining Association
American Gear Manufacturers Association
Outdoor Power Equipment Institute
Society of Manufacturing Engineers
Precision Metalforming Association
Guild CPO
Nitta Gelatin
Teijin Twaron (fiber)
Manufactured Housing Institute
International Sheetmetal Association
Steel Tank Institute
Petroleum Packaging Council
Prime Alliance, Inc. (plastics)
ElDorado National (bus manufacturing)
Silgan Containers
Therapedic International
Philadelphia Gear Corporation
Plastics Pipe Institute
Gates Corporation
Cookware Manufacturers Association
Commercial Real Estate
RE/MAX International Convention
Institute of Real Estate Management
Coldwell Banker Commercial Global Conference
Industrial Development Research Council World Congress
KeyBank Real Estate Capital
Building Owners and Managers Association (BOMA) Int’l
National Association of Industrial and Office Properties (NAIOP)
Association of Real Estate License Law Officials (ARELLO)
Industrial Asset Management Council
CRESA Partners
Grubb & Ellis
WLA Investments
CB Richard Ellis
Residential Real Estate
RE/MAX International Convention
Institute of Real Estate Management
Title/Appraisal Vendor Management Association (TAVMA)
Prudential Real Estate Affiliates, Inc.
Real Estate Services Providers Council (RESPRO)
Backman Title Services
Moran & Company (apartment management)
Association of Real Estate License Law Officials (ARELLO)
Utah Valley Home Builders Association
Utah Land Title Association
WLA Investments
Nevada Association of Realtors
Manufactured Housing Institute
AgFirst Farm Credit Bank (also a home mortgage lender)
Park City Area Homebuilders
Northern Wasatch Homebuilders
Technology
Viewlogic Systems
HNC Financial Technology Conference
IPS-Sendero (now Fiserv)
COSS Technology
Jack Henry & Associates, Inc. (bank software)
Public Retirement Information Systems Managers
Digital Draw Network
Scoreboard, Inc.
Society for Information Management
FPS Gold (bank software)
Matrix Settlement & Clearance Services
Liberty Enterprises
Utah Information Technologies Association
TSYS (payment processing)
Direct Response Forum
StoneRiver
HealthTrust/CoreTrust
August 2011
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