2025
CLIENT
SUMMIT

February 26–27, 2025

THE BROADMOOR, 
COLORADO SPRINGS

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About

Corundum Group invites you to our first ever Client Summit.

Please join us for an enjoyable and educational event focused on you and your family. We have curated multiple sessions with our network of experts on topics.

  • Economic updates & trends
  • Potential post-election policy impacts
  • Family dynamics & communication
  • Planning & risk mitigation opportunities

Event Schedule

Here is our preliminary schedule, more details on each session coming soon.

Wednesday, February 26

3 pm

Welcome & Keynote Speaker

4:30 pm

Happy Hour

Thursday, February 27

8 am

Breakfast  (buffet available 8 – 9:30am)

9:30 am

Morning Sessions

Noon

Lunch

1:30 pm

Panel Discussions

3 pm

Closing Session

4:30 pm

Happy Hour

Speakers

Cheryl Preheim

Emmy & Murrow Award Winning TV Journalist, 11Alive News Anchor & Olympic Correspondent

Cheryl Preheim is an Emmy award-winning television journalist and seasoned public speaker with a career spanning over 25 years.

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Cheryl Preheim

Emmy & Murrow Award Winning TV Journalist, 11Alive News Anchor & Olympic Correspondent

Cheryl Preheim is an Emmy award-winning television journalist and seasoned public speaker with a career spanning over 25 years. Known for her insightful storytelling and commanding presence, Cheryl has reported on some of the most impactful stories from her home states of Georgia and Colorado, as well as across the nation.

As a distinguished journalist, Cheryl has earned an impressive 21 Emmy Awards, a testament to her exceptional skill and dedication. She has also been honored five times with the prestigious National Edward R. Murrow Award, including three individual accolades and two for team coverage.

Cheryl’s ability to connect with audiences and subjects alike has made her interviews with some of the world's most inspiring figures especially memorable. From Congressman John Lewis to Nobel Peace Prize recipient Malala Yousafzai, virtuoso violinist Itzhak Perlman, and Former President Jimmy Carter. The Carters invited Cheryl to travel with them to Haiti to produce a documentary on their humanitarian work.

Her global reporting credentials include covering seven Olympic Games for NBC, with her most recent assignment taking her to the 2024 Summer Olympics in Paris. Cheryl’s extensive experience in high-profile events and interviews solidifies her reputation as a trusted voice in journalism and an influential communicator in the public sphere.

In addition to her journalism, Cheryl is a sought-after speaker who brings depth, authenticity, and inspiration to every engagement, making her a respected figure among high-level business audiences and beyond.

Brad Wheelock, AIF®

Brad Wheelock, Managing Director | Senior Portfolio Manager

Brad is an Accredited Investment Fiduciary (AIF) with RBC Wealth Management, the sixth largest wealth managing firm in the world. He holds offices in Minnesota and Florida, where he is ranked among the Top 5 and Top 20 Financial Advisors respectively.

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Brad Wheelock, AIF®

Brad Wheelock, Managing Director | Senior Portfolio Manager

Brad is an Accredited Investment Fiduciary (AIF) with RBC Wealth Management, the sixth largest wealth managing firm in the world. He holds offices in Minnesota and Florida, where he is ranked among the Top 5 and Top 20 Financial Advisors respectively. The Wheelock Investment Group, a multi-generational team with over 150 years of combined experience, is also named a Forbes Best-in-State Wealth Management Team in 2024.

Brad is a Cum Laude graduate in Finance with community involvement that includes serving on the Boards of Universities and Hospitals. He is consistently named on the Barron’s Top Financial Advisors lists and is a published Forbes – America’s Top Wealth Advisor.

He and his wife Kathy, of 35 years, raised 3 children and now reside between both Minnesota and Florida. Brad’s family is the most important thing to him, and this resonates with clients due to the friendships formed managing multi-generational wealth for more than 37 years.

William J. Berens

Partner, Dorsey & Whitney LLP

Bill Berens is a senior partner in the international law firm Dorsey & Whitney LLP and a resident in the firm’s Minneapolis office.  He served as chair of the firm’s board of directors for six years and as chair or co-chair the firm’s Tax, Trusts & Estates Department for over 20 years.

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William J. Berens

Partner, Dorsey & Whitney LLP

Bill Berens is a senior partner in the international law firm Dorsey & Whitney LLP and a resident in the firm’s Minneapolis office.  He served as chair of the firm’s board of directors for six years and as chair or co-chair the firm’s Tax, Trusts & Estates Department for over 20 years.

Bill graduated summa cum laude from the University of Saint Thomas and magna cum laude from the University of Minnesota Law School where he was elected to the Order of the Coif and served as an editor of the Minnesota Law Review.

Bill is a Fellow of the American College of Estate and Trust Counsel and is perennially named in The Best Lawyers in America and on various "Super Lawyer" lists.  He lectures frequently at continuing legal education programs on topics relating to estate planning and estate and trust administration.  He has served as an Adjunct Professor at William Mitchell College of Law, an Instructor at the University of Minnesota and a guest lecturer at Hamline University School of Law.

Taylor St. Germain

Economist & Senior Consulting Speaker, ITR Economics

As an experienced economist, Taylor St. Germain provides consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries.

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Taylor St. Germain

Economist & Senior Consulting Speaker, ITR Economics

As an experienced economist, Taylor St. Germain provides consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. Taylor specializes in forecasting at both the market and company levels and is a key contributor to maintaining ITR Economics’ forecast accuracy rating of 94.7%.

His dynamic personality and extensive knowledge of economic trends and their business relevance are highly valued by clients and colleagues alike.

Taylor spent time in the tech industry providing market intelligence to electronics OEMs, semiconductor companies, and component manufacturers. In his five years with ITR Economics, he has worked with various distributors, manufacturers, and producers, helping each client navigate the business cycle and optimize their corporate planning strategy. Taylor has also spent several years in Texas furthering his research in the industrial sector, with a specific focus on oil and gas.

Taylor earned his bachelor’s degree in statistics from the University of Vermont and is finishing a master’s degree in applied economics at Southern New Hampshire University. He has been featured in OEM Magazine, NALP, Lawn and Landscape, and on the Fab Lab and Wealth Formula podcasts.

Venue

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The Broadmoor
1 Lake Ave
Colorado Springs, CO 80906

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Rooms are available at The Broadmoor, please let Courtney Mimmo or Jill Johnson know if you are interested in booking a room.

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