Q3 2025 | WHAT NEEDS TO CHANGE?

Each Quarter

Join us for the Q3 2025 Thought Leaders Series, titled “What Needs to Change,” where we delve deep into the evolving dynamics of workplace benefits and financial strategies. Tailored for business owners with employees, the need for strategic innovation in employee benefits and financial management is crucial to setting up a successful Q4 to help launch 2026.

Our speakers believe that by sharing their knowledge freely it will empower and uplift others. Creating a community of thought leaders who will continue to contribute to the growth of the next generation of leaders.

Tuesday, July 29th 12:00 - 1:30 pm

Location:

Employers Council

2231 E Camelback Rd, Phoenix, AZ 85016

STRATEGIES FOR WORKPLACE BENEFITS, AND YEAR END FINANCIALS

Let’s face it—generic strategies just won’t cut it. This event is for business owners like you, who have a team and want to turbocharge their success. We’re talking about cutting through the noise and delivering actionable strategies that are custom-tailored for getting the most out of your efforts. Elevate your game, boost your bottom line, and use what you learn to propel your business forward. If you’re serious about making a real impact, you need to be here.

MEET OUR SPEAKERS:

Emily Evans

A pro in the employee benefits space. She started her career in 2011 due to a motorcycle accident she and her husband were in that caused her to experience first hand how people are impacted by the benefits they have in place. Emily has a passion for serving in the community and is on the board of two organizations. Her super powers are creative problem solving, communication, and education around employee benefits and beyond.

Bertus Celliers

Bertus Celliers is originally from South Africa, now in the USA for 15 years and a new citizen, he worked as a CFO in the Corporate world until 2020 when he started his own business as a Fractional CFO. His work with clients extends to everything financial that affected their business. He has a passion for non-profits and serves on the Board of Kid in the Corner and Televerde Foundation.

Suzy Troutman, CPA

Suzy Troutman is a hands-on tax strategist with 20+ years of experience helping businesses and individuals turn tax complexity into opportunity. As a partner at The Alt Key, she specializes in proactive tax planning and compliance—translating IRS jargon into actionable insights. Whether guiding new entrepreneurs through their first filings or optimizing complex structures, Suzy approaches every challenge like a puzzle, ensuring clients keep more of what they earn. Her clients rely on her for both deep expertise and straight-talking advice that builds long-term confidence.

Christie Boutain

Christie Boutain is a Senior Vice President in commercial banking with nearly 20 years of experience helping small businesses grow. A passionate advocate for entrepreneurs, she simplifies complex financial concepts through speaking engagements and trusted advisory relationships. Beyond banking, Christie is deeply involved in her community, driven by a genuine commitment to helping others succeed. Known for her integrity and collaborative spirit, she believes strong businesses build stronger communities.
“Banking isn’t just about numbers—it’s about helping people achieve their dreams.”

They are each sharing from their knowledge in specific areas of expertise. Come prepared to glean actionable items that you can take back to your business and implement.

Thanks to Our partners who make this possible

What room do you go to that has

future thinking conversations?

There's not a lot of them out there. So many are filled with the here and now, how's business going, and talking about the results of past actions. Now we're bringing together the visionaries, the action takers, and the leaders of the future. Let's talk about what needs to be done today, what needs to be planned for, and strategies to get to the goal.