Connections & Conversations – Happy Hour with CLA

Behind every breakthrough in healthcare are the experts who make it possible. From funding and compliance to tax strategies and mergers, these are the voices helping healthcare innovation thrive.

This month, we’re spotlighting CLA (CliftonLarsonAllen) and their powerhouse team of leaders who bring a 360° view of healthcare and life sciences.

Meet the Experts:

• Brent Terhaar: Healthcare and Life Sciences, Life Science Segment Leader
• Kelly Rousar: Healthcare and Life Sciences Industry, Client Accounting and Advisory Services CFO
• Courtney Trelstad, CPA, MBT, MAcc: Principal, Healthcare and Life Sciences, Tax Planning, Advisory, and Compliance
• Julie Helms: Manager, Federal Tax Strategies, Credits, and Incentives, Research and Development (R&D) Tax Credits
• Paul Carlson, CPA: Principal, Healthcare and Life Sciences, Tax Planning, Advisory, and Compliance
• Andre Creighton, Technology Industry, Client Accounting and Advisory Services CFO
• Darryn McGarvey, Healthcare and Life Sciences, Hospital and Health Systems Segment Leader
• Mark Fenlon, Principal, CLA Wealth Advisors, Wealth Advisory and Strategic Financial Analysis
• Jed Cheney, Healthcare and Life Sciences, Mergers and Acquisitions Advisory Focusing on Private Equity Owned Healthcare Organizations
• Kristin Baquero, Healthcare and Life Sciences, Reimbursement Consulting and Medicare & Medical Cost Report Advisory

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🚀 Why Attend?
Healthcare doesn’t transform in silos—it takes a network of innovators, investors, advisors, and operators. This Spotlight Series is designed to:

• Deliver rapid-fire insights straight from the experts
• Create authentic connections across the healthcare ecosystem
• Highlight the hidden drivers of growth and innovation

Agenda

• 4:30 PM — Welcome & Networking
• 5:00 PM — Opening Remarks (HealthcareMN)
• 5:05 PM — CLA Leadership Introduction
• 5:30 PM — Networking + Conversations

👥 Who Should Join?
This is for everyone shaping the healthcare future:
✔️ Entrepreneurs & Startup Founders
✔️ Investors & Funders
✔️ Executives & Operators
✔️ Legal & Compliance Experts
✔️ Academics & Researchers
✔️ Consultants & Ecosystem Builders

📍 Proudly sponsored by CLA.
👉 Come for the insights. Stay for the connections. Leave with ideas, opportunities, and partners to move healthcare forward.