2025 Summit Exhibitors & Sponsors
On this page:
August 26 - 28, 2025
Beaver Run Resort and Conference Center
620 Village Rd, Breckenridge, CO 80424
Thank You to our STRATEGIC PARTNER Exhibitors
ClearSpring Pharmacy is proud to be a Strategic Partner member of Alliance.
*EVENT LANYARD SPONSOR*
ClearSpring Pharmacy is a full service pharmacy, providing unique solutions for medication management. With two retail/compounding locations, as well as a Long Term Care Pharmacy, we provide medical solutions for a wide variety of clients. Our Long Term Care Pharmacy specializes in servicing the needs of Intellectually and Developmentally Disabled clients.
Anna Coplen
Long Term Care Marketing
Pete MacDonald
Owner
Ease-e Medical is proud to be a Strategic Partner member of Alliance.
Ease-e Medical is a medical supply company focused on serving individuals with developmental disabilities, seniors, and the agencies that support them.
Ease-e provides high quality products, exceptional customer service, and has staff members available to help determine the best products for the individuals you serve. With the added convenience of Ease-e’s third-party billing services and monthly courtesy calls and emails for ordering simplicity, Ease-e is clearly the first, and best, choice for medical supplies for Alliance CCB and PASA members.
Jennifer Norris
Customer Care Supervisor
Rich Smith
Director of Sales and Customer Care
Flood & Peterson is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
For more than 85 years, Flood and Peterson has been a trusted provider of customized, comprehensive insurance products and services. Our consultative approach is built on a foundation focused on relationships, service, innovation, and expertise.
As one of the largest independently owned brokerage firms in the nation, our decisions are driven by customer needs and our commitment to the community.
By fostering consistent, strong relationships, we become trusted business advisors and partners in your success and offer risk management solutions that align with your business goals, granting you the freedom to focus on what truly matters—serving your clients.
Kelsey Simms
ksimms@floodpeterson.com
Risk Advisor
303.999.2100
Michael Simms
msimms@floodpeterson.com
Director of Human Services
303.785.9545
Sean Gingerich
sgingerich@floodpeterson.com
Risk Advisor
970.506.3205
Frisco, Inc. is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
Frisco is Colorado's premier digital care management solution, revolutionizing the way Program Approved Service Agencies (PASAs) operate and provide care for individuals with Intellectual and Developmental Disabilities (IDD). Frisco simplifies and accelerates your daily tasks, empowering you to deliver outstanding care effortlessly.
Key benefits of Frisco:
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Get your billing done in 5 minutes – Rapidly streamline your billing processes with precision and efficiency.
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Automate form design, building, and signatures – Seamlessly manage documentation without the hassle.
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Manage multiple NPIs effortlessly – Centralize oversight of multiple provider identifiers within one intuitive platform.
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Customize your programs and requirements – Flexibly build and adapt programs to fit your agency’s specific needs.
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Implement advanced AI features – Enhance care planning and data management with cutting-edge artificial intelligence capabilities.
Explore more at www.frisco.care
Contact us today to discover how Frisco can transform your PASA: Contact Us
Attending the conference are:
Sumeet Gulati
CEO
Owens Gollamandala
Director of Client Services
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giv.plus is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
*GENERAL SESSION SPONSOR*
giv.plus is an all-in-one IDD software solution that helps make managing group homes, day programs, and provider agencies easier than ever before. Our mobile apps allow caregivers to clock in and out of their shifts, see schedules, communicate with guardians and other staff, write daily notes, and submit payroll hours all in one place. Our unique management dashboard allows providers to onboard new clients seamlessly, track budgets, manage schedules, and download reports for Medicaid billing and payroll all in one place. giv.plus allows direct service providers to manage their businesses more efficiently and provide more compassionate and profitable care to their clients.
Evan Andersen
VP of Sales & Marketing
602-396-9674
Drew Dunham
Product Manager
770-530-1045
Todd Ross
Sales Rep
Sterling McKay
Sales Rep
Jazz Pharmaceuticals is proud to be a Strategic Partner member of Alliance.
Jazz Pharmaceuticals is dedicated to developing life-changing medicines for people with serious diseases. In the Long-Term Care (LTC) market, we pledge to support LTC/IDD residents with unwavering commitment, honesty, professionalism, and integrity. Our LTC Team strives to provide improved outcomes for individuals living in the LTC/IDD setting. We provide education regarding severe epilepsies including Lennox-Gastaut Syndrome, Dravet Syndrome, and Tuberous Sclerosis Complex. Our goal through this education is to empower LTC/IDD treatment teams to seek proper diagnosis and effective treatment options for individuals living with Developmental and Epileptic Encephalopathy.
Trey Post
Neurology Account Manager
720-755-1241
Jean Gelpi M.S M.S
National Account Executive-IDD Long Term Care - Epilepsy and Movement Disorders Business Unit
530-304-4324
Lacuna Consulting is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
The word lacuna means “an unfilled space or gap” and that’s exactly where we thrive.
Founded in 2017, Lacuna Consulting helps organizations across the disability services field navigate complex regulations, administrative challenges, and system demands—all while staying rooted in person-centered care. Our experienced team provides flexible, creative solutions in:
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Nursing & Clinical Oversight
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Licensure & Credentialing
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Operational Strategy & Quality Improvement
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Billing & Bookkeeping
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Information Technology & System Optimization
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Regulatory Compliance & Training
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Temporary Administrative Support
With over 75 years of combined experience, we empower agencies to focus on what truly matters: supporting individuals and families. Let us help you turn challenges into opportunities and build stronger, more inclusive systems of care.
Kate Veeder, LCSW
President / Consultant
(720) 471-9973
PDC Pharmacy is proud to be a Strategic Partner member of Alliance.
*HEADSHOT LOUNGE SPONSOR*
PDC Pharmacy provides specialized pharmaceutical services for individuals with intellectual disabilities, autism, and behavioral health needs, including packaging, labeling, and medication administration records tailored to the unique regulations for provider agencies, as well as billing expertise with Medicare and Medicaid, including dual enrollment. Unlike other long-term care pharmacies, PDC Pharmacy is solely focused on and committed to serving patients with intellectual disabilities, autism, and behavioral health needs. This unique focus provides PDC Pharmacy with the experience and resources to meet and exceed the specific needs of each patient that PDC Pharmacy is privileged to serve.
Melinda Wright
Administrator of Operations
(412) 820-9150 ext. 4001
Richard Capicotto
Business Development Representative
(412) 820-9150 ext. 4004
SafeinHome is proud to be a Strategic Partner member of Alliance.
For those ready to take steps toward greater independence, SafeinHome offers a unique layer of support that bridges the gap between full-time care and total independence.
Remote Supports through SafeinHome connect individuals to trained staff 24/7 through secure, in-home technology. With the push of a button, members can check in face-to-face with a familiar, trusted voice—whether they need a medication reminder, help with a daily routine, or support in an unexpected situation. It’s real-time, personalized assistance that’s always available—but only when it’s needed.
We also provide customized Assistive Technology solutions—like motion sensors, door alerts, medication systems, and seizure detection tools—all designed to promote safety, confidence, and autonomy at home.
In partnership with Service Agencies, SafeinHome can help fill in service gaps, expand reach, and maximize existing staff capacity. Services can be integrated into current care networks or act as a standalone support—and are now approved through Colorado’s Community First Choice (CFC) benefit.
Kyle Hammond
Remote Supports Consultant
720-498-1440
Andrea Vincent
District Manager
630-525-0823
Jamie Deetz
Remote Supports Consultant (trainer)
314-458-8284
Katherine Tatro
Remote Supports Consultant (Denver and Southern CO)
407-463-2353
Yevgeniya Smith
Remote Supports Consultant (Grand Junction) 832-512-7161
SETWorks is proud to be a Strategic Partner member of Alliance.
*EVENT TOTE BAG SPONSOR*
*BREAKFAST SPONSOR*
SETWorks provides comprehensive EHR software tailored specifically for organizations supporting individuals with disabilities. Our platform streamlines case management, documentation, and reporting all in one platform to enhance service delivery and compliance. We are committed to empowering organizations through providing a single source of truth for their data and improve operational efficiency and better care through innovative technology solutions and support.
Learn more by visiting us online or connecting with our team today!
Email: hello@setworks.com
Erik Nelson
Executive Consultant, Provider Strategy
(913) 205-1952
Heather Janci
HJanci@SETWorks.com
Executive Consultant, Provider Strategy
(908) 763-3267
Schedule a meeting with Heather!
Ryan Comeau
Senior VP of Revenue & Growth
(785) 979-1203 |
Anna Spexarth
Senior Marketing & Communications Manager
Scout Dearth
Creative Marketing Specialist
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Shield HealthCare is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
Shield HealthCare offers advanced urological, incontinence, ostomy, enteral nutrition, diabetes and wound care supplies from leading manufacturers that work to optimize patient health and comfort, improve outcomes, and maximize lifestyle freedom. We provide expert billing to Medicaid/Medical, Medicare, and select Managed Care and private insurance plans, and 99.6% of our customers would recommend us to friends and family.
Shield’s vibrant online community blog, videos and social media pages for individuals with ostomies, parents of special needs children, caregivers, spinal cord injury survivors, and individuals with incontinence, urological, wound or nutrition needs offer robust lifestyle education and support. Our 2,000+ educational articles, 150+ videos and online support groups feature one-on-one support from Shield HealthCare’s Ostomy Lifestyle Specialist Laura Cox, SCI Lifestyle Specialist and recovering quadriplegic Aaron Baker, Registered Dietitian Nutritionists and much more.
Darin Palmer
Territory Sales Representative
303-246-6348
Jackie Hook
Registered Dietitian
(720) 582-3108
Tarrytown Expocare is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
Tarrytown Expocare Pharmacy is a long-term care pharmacy built exclusively for the IDD and behavioral health communities. It’s not part of what we do—it’s all we do.
We specialize in seamless medication management that supports nurses and DSPs, while also delivering executive-level insights to help providers improve outcomes, streamline pharmacy operations, and control pharmacy costs.
Founded in 2007, we’ve grown from serving 150 individuals in Austin, TX to over 30,000 individuals across 31 states, including Colorado! Whether you manage a few group homes or operate across multiple regions, we’re here to help you deliver on your commitment to excellence.
Holly DeRosett
Holly.DeRosett@TarrytownExpocare.com
Regional Director of Sales
512-375-4786
Ward Road Pharmacy is proud to be a Strategic Partner member of Alliance.
Established in 1981, Ward Road Pharmacy prides itself on providing quality customer service to our Pharmacy and Long-Term Care customers. We provide prescriptions, compounded medications and homecare supplies to individuals across the entire state of Colorado. A large part of our business is solely focused on servicing the needs of the Intellectually and Developmentally Disabled population. Ward Road Pharmacy is your friendly local alternative to the big corporate world of pharmacy and homecare. As our motto says, we are “Large enough to serve and small enough to care.”
Lance Barnard
President
Jason Kubik
jkubik@wardroadrx.com
Director of Pharmacy
(303) 420-7979
Lucas Gallegos
Director of Operations
Wipfli is proud to be a Strategic Partner member of Alliance.
*BREAKFAST SPONSOR*
Wipfli is an advisory firm with a strong CPA foundation that helps clients navigate the complexities of the modern marketplace by optimizing performance and driving growth. Wipfli delivers holistic solutions born of boundless curiosity and a unique perspective to unlock the full potential of every individual and organization that they serve.
Wipfli provides management or tech advisory services, audit, accounting, tax, IT, HR, fraud and forensic exams, training, education, process improvement, workflow analysis, leadership development and strategic planning.
Wipfli helps you keep your organization in compliance and strategically strong to best carry out your mission.
Brian Gaumont
Partner / Business Development and Growth Leader
608-270-2952
Anthony Shibata
Partner / Senior Manager
303-232-2866
Nate McCarthy
Partner
406-457-7264
Josh Evans, Ed.D.
Senior Manager, Business Development
720-370-4287
Thank You to our Additional Exhibitors
![CapGrow-Logos-New-Tagline-CMYK 2024[64].ai.jpg](https://static.wixstatic.com/media/81fcc7_3b0231e2dc9c4b54a4fa5a9110acdae4~mv2.jpg/v1/fill/w_282,h_63,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/CapGrow-Logos-New-Tagline-CMYK%202024%5B64%5D_ai.jpg)
Founded in 2005 in Chicago, IL, CapGrow Partners LLC (“CapGrow”) is recognized as a pioneer real estate investment firm focused solely on acquiring and leasing properties to the Behavioral Health Provider Community. Today, CapGrow sits within a non-traded REIT (“Real Estate Investment Trust”) platform and uniquely offers agnostic location and check size options to their clients nationwide. Currently, the company’s portfolio spans 40 states with over 1,100 leased assets that serve over 5,000 individuals.
Addie Budington
abudington@capgrowpartners.com
Business Development Associate
Mobile: 847-910-5525
*EXHIBITOR MEET & GREET BEVERAGE SPONSOR*
*BREAKFAST SPONSOR*
Carpenter and Associates Inc (CAI) has a long history of partnership with Colorado IDD Organizations. CAI has specialized in consulting and supporting non-profit organizations for 20+ years. Assisting our clients with Accounting Systems (ERP), Grant Management, Fund Management, Financial Reporting, HR Payroll, CRM etc.. Through our business process review we assure our clients have streamlined processes that are auditable and efficient. Offering sales and support for on premise or cloud solutions for ERP and Accounting software, CAI is able to support organizations of all sizes, budgets, and aspirations!
Justin Ross
Manager Sales & Operations
Teri Carpenter, CMA CBM
President
*BREAKFAST SPONSOR*
Dose Health provides medication management and emergency response systems (PERS) by working closely with individuals, care teams, and family members to develop a person-centered approach to achieving independence.
Abby Hosken
Assistive Technology and Operations Manager
Direct: 503-683-1575
Tekla Smith
Assistive Technology Specialist
844-300-6212
iCareManager is an easy-to-use, comprehensive EHR, eMAR, and data management software system designed specifically for organizations serving individuals with intellectual and developmental disabilities. Brilliantly designed to be intuitive, iCM is easy to navigate, helping providers more efficiently manage individuals, staff, and locations.
Andrew Kelly
Director, Business Strategy and Partnerships
610-389-3323
For companies working with DD/ID organizations, IMA managing risk and employee benefits means more than insuring and caring for what is here today but seeing around corners to where the business will be tomorrow. IMA has built an organization focused on the needs of health and human services clients, with a suite of services including claims advocacy and management, global benefits, administrative technology, cyber, contract review, risk control and executive risk. IMA associates focus on understanding a business first and placing insurance second. IMA has also been a proud supporter of Alliance for over 15 years.
IMA Financial Group - IMA Financial Group (imacorp.com)
Brad Baumgardner
Executive Vice President
brad.baumgartner@imacorp.com
OFFICE (303)534-4567
DIRECT (303)615-7482
MOBILE (303)895-5454
Ryan Self
COMMERCIAL RISK ADVISOR
ryan.self@imacorp.com
OFFICE (303)615-7857
MOBILE (720)470-3689
With OnTarget, our fully integrated, web-based software solution, your entire operation is streamlined. Clinical, accounting, and administrative teams and tasks are talking to one another and working together in one platform. We’re fluent in documentation, EVV, compliance, insurance, and taxes. We speak the language of clinician, accountant, and CEO – let us translate for you.
Jennifer Davis
Jennifer.davis@ontargetclinical.com
Regional Sales Manager
Palco, Inc. is a financial management services (FMS) company in the self-direction industry. We provide training and information and assistance in self-direction in both agency care and co-employment models. We are well-versed in implementations and the technology surrounding payroll, billing, taxes, and much more, specifically pertaining to participants and their caregivers on Medicaid self-direction waivers. Palco has been working with self-direction programs since their inception, and has more than 25 years of experience. We provide services nationally to tens of thousands of individuals, and we are 100% CPA and women owned.
Erika Swanson
Client Engagement Director
866-710-0456
Savanna Gentry
Client Engagement Specialist
866-710-0456
PHLY delivers comprehensive insurance coverage and risk management expertise in over 120 specialized business markets. Human Services and Non-Profit segment is one of our largest. We operate across the country. For over 60 years, we've focused on delivering unsurpassed customer service to our policyholders, agents, and broker partners.
Headquartered just outside of Philadelphia and with more than 2,000 employees strategically located across the U.S., we consistently provide value-added coverages and services to customers. Our commitment to unsurpassed customer service, industry-leading financial strength, and talented employees help set us apart from other companies.
PHLY is also a proud a member of the Tokio Marine Group, one of the largest global insurance groups in the world and a top 20 P/C carrier in the U.S.*
*Based on a June 2022 AM Best Report on net written premium
Rated A++ (Superior) by AM Best
Rated A+ by Standard and Poor's
96% overall customer satisfaction
2,000 employees in offices across the country
Specializing in over 120 niche markets
Yvonne Burgess
Regional Vice President, Rocky Mountain Region
Adam Lugo
Senior Marketing Representative
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PPL is the leading service provider for self-directed care programs. We enable members of Medicaid and other government-funded programs to choose their care providers and get care at home. We work with 20 states in 50 programs providing services to support more than 500,000 participant and caregiver relationships.
PPL is an essential element of the program administration. We educate Medicaid members about their self-direction options, enroll them in the program, and get their providers enrolled. We then enable them with our proprietary technology to track their care time and get their providers paid. In simple terms, we facilitate the program’s key administrative and financial processes.
We're here to ensure self-directed care is more than an option—it's a practical, everyday choice that’s simply better.
Amanda Lighthiser
alighthiser@pplfirst.com
Vice President, West Region & California GM
SPIRIT Club is an inclusive fitness organization that makes exercise accessible for people of all abilities. Founded by Jared Ciner, a Colorado native, SPIRIT Club offers personal training, group fitness classes, and wellness programs—available both in-person and online—designed to support individuals with disabilities, older adults, and anyone who may benefit from extra guidance and support.
SPIRIT Club currently partners with more than 60 organizations and supports over 500 individuals and families across Washington, DC, Maryland, and Virginia, and in Summer 2025, will officially launch its services in Colorado!
SPIRIT Club is excited to connect with local organizations, service providers, and families who are interested in making inclusive wellness more accessible in their communities. If you’d like to learn more and explore ways to collaborate, SPIRIT Club would love to for you to stop by their table to discuss how you might work together to bring healthy activities to the people you support.
Jared Ciner
Founding Director
303-883-4364
Henry Sheller
Operations Manager
410-440-2424
Statewise empowers provider agencies across the IDD, pediatric, and personal care industries with innovative software solutions that simplify operations and strengthen care delivery. By uniting trusted brands TaskMaster Pro and Cubhub, Statewise offers powerful tools for billing, scheduling, electronic documentation, and compliance—all designed to reduce administrative burdens and maximize financial performance.
With deep expertise in healthcare and human services, Statewise partners with agencies nationwide to navigate complex payer systems, improve efficiency, and enhance outcomes for the individuals they serve. At its core, Statewise is dedicated to helping providers thrive so they can focus on what matters most: delivering quality care.
Kelly Burgess
Senior Account Executive
Ryan Edlich
Therap is the national leader in electronic documentation services for individuals with I/DD. Therap's suite of applications includes: incident reports, goal tracking (ISSP's and BISSP's), EHR/health tracking, medication administration record (MAR) with pharmacy interface, billing, scheduling / EVV, mobile apps and more. Please stop by our booth to discuss solutions for your organization.
Brent Hessee
Brent.Hessee@therapservices.net
Business Development Consultant
Thank you to the following sponsors:
*WELCOME RECEPTION BEVERAGE SPONSOR*
*BREAKFAST SPONSOR*
*HOSPITALITY SUITE SPONSOR*
*IDEA SCHOLARSHIP SPONSOR*
Due to limited space and high demand, this is an Alliance Member event or by invite only.
Click HERE to read Alliance's Invitation Policy and to request an invitation to attend.