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Mark your calendar for November 7 - 8 2025.
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The WWC will be having its Networking & Council Meeting in The Mile High City in the Rocky Mountains in Denver Colorado November 7 - 8 2025.
Please register for events using the "Register" button below
(when registering, if you are not an IMA member, please enter N/A for that question)
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Friday, November 7: CPE Sessions and Dinner
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Zoom link for virtual attendance will be emailed to you after registration.
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CPE Sessions
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1:00 PM to 2:00 PM (MST) - Chris Pelly - Pelly Group Managing Director "Economic Forecast" - Earn 1 hour CPE - LIVE
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Chris Pelly - has been in the financial services industry for over 30 years and enjoys helping investors make better decisions. He spent 9 years working abroad for world-class financial institutions including a major Wall Street firm in London. When he returned to the U.S., he specialized in retirement planning for corporate executives in NYC. Then, Chris founded Capital Investment Management (CIMCO) with the goal of offering clients independent investment advice. In 2021, he formed Pelley Group of Apollon.
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Apollon Wealth Management, LLC dba Pelley Group of Apollon is not affiliated with IMA. Investments are not guaranteed and may lose value.
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2:00 PM to 3:00 PM (MST) - Andy Murray - "Crypto Concepts" - Earn 1 hour CPE - LIVE
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1. Andy Murray - was the Chief Operating Officer and Chief Financial Officer for Denver based Electric Coin Company. The Electric Coin company is the entity that created the Crypto Currency called Zcash(ZEC). Zcash is a crypto currency that can be used with transparency or with privacy to the blockchain. Andy has been the CFO of multiple technology companies including seven other software companies. He has completed a successful IPO going public on NASDAQ and operated as a public company CFO.
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3:00 PM to 4:00 PM (MST) - Harsh Parikh/Robert Holderith - "Tax Loss Harvesting" - Earn 1 hour CPE - ZOOM
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Harsh Parikh - PhD is the Director of Investment Research and portfolio manager at PGIM Custom Harvest. Before joining PGIM Custom Harvest, Mr. Parikh was a portfolio manager for two years for SIRG at PGIM Investments, where he was responsible for managing portfolios, enhancing investment processes and help build asset allocation capabilities. Mr. Parikh earned his B.E. degree in Computer Engineering from Gujarat University, his M.S. degree in Computer Science and M.S. degree in Mathematical Finance from the University of Southern California, and his PhD degree in Finance from EDHEC Business School.
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Robert Holderith - Managing Director for the Prudential Group Investment Management Direct Indexing THL Tax Loss Harvesting program with a zoom presentation from NYC . Prudential Group Investment Management has $1.3T AUM worldwide primarily for institutional portfolios.
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4:00 PM to 5:00 PM (MST) - Jeffrey Pearl - "AI Solutions - How Middle Market Companies are Deploying it" - Earn 1 hour CPE - ZOOM
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Jeffrey Pearl - Founder/Managing Partner @ OTG Consulting | Sales Leadership, New Business Development. Over 30 years in Telecom/Technology. For the past ten years he has led OTG with over 400 Tech reps across the country with access to almost one thousand products with companies such as Lumen, Star Link and Micro Softs Cyber Security.
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CPE Location:
CBIZ offices Denver
Denver Tech Center
Great Hall Conference Room
4600 South Ulster Street, Suite 900
Denver, CO 80237
**Please note room at CBIZ Denver holds 16**
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Dinner
6:00 PM: Dinner
La Loma (High End Mexican Food)
Denver Tech Center
8000 E. Belleview Ave.
Greenwood Vileage, CO 80111
303-656-2080
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Saturday, November 8: WWC Meeting, Social Event and Dinner:
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Zoom link for virtual attendance:
Meeting starts at 9 am, but Zoom opens at 8:45
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Wild West Council Meeting
9:00 AM to 11:00 AM (MST)
The Hyatt Regency Denver Tech Center
Thunderpass Room
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Lunch
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1:00 PM: Saturday Lunch
The Griffin Tavern
5062 S. Syracuse St.
Denver, CO 80237
720-482-4038
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Social Event
2:00 PM (MST)
Social Event TBD
Dinner
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6:00 PM: Dinner
YaYa's Euro Bistro
8310 E. Belleview Ave
Greenwood Village, CO 80111
303-741-1110
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Location: CPE and Wild West Council Meeting
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CPE Location
CBIZ offices Denver
Denver Tech Center
Great Hall Conference Room
4600 South Ulster Street, Suite 900
Denver, CO 80237
**Please note room at CBIZ Denver holds 16**
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Wild West Council Meeting Location
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The Hyatt Regency Denver Tech Center
Thunderpass Room
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Recommended hotel:
The Hyatt Regency Denver Tech Center
7800 East Tufts Ave
Denver, CO 80237
(303) 779-1234
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The Hyatt Regency Denver Tech Center Hotel is across the street from the CBIZ Denver Office. Call 303-779-1234 Room Reservations and ask for the CBIZ rate which is - 1 King/or 2 Queens: - $132.05 per night plus applicable taxes.