In a rapidly changing world, waiting for stability can mean falling behind. Embrace the uncertainty and take control of your future with our full-day strategic planning workshop. Led by Dr. Theresa Szczurek — accomplished 3x tech entrepreneur, former State of Colorado CIO, Certified Board Director, and Innovation Strategist — you’ll look back and ask how are things going, look ahead to visualize where you want to go next, craft a practical roadmap to get there. Collaborate with fellow Colorado leaders and entrepreneurs, and leave with a renewed sense of purpose and direction. Join us, either solo or with your team, to gain the tools and renewed energy needed to navigate the future confidently. Don’t just predict the future — create it. Click to see Workshop Details.
Early-Bird Pricing
(ends March 14, 2025)
(after March 14, 2025)
General Admission
$395 per person
Workshop Leader:
Theresa M. Szczurek, Ph.D. is the catalyst for extraordinary results. She has served as CEO, former State CIO, Certified Management Consultant (CMC®), 3x tech entrepreneur, and Certified Corporate Director (NACD.DC). As a business growth and innovation strategist, Theresa brings a wealth of experience and insight to her clients. Through her firm, Technology and Management Solutions, she consults, coaches, speaks, and serves on boards. An award-winning leader, Theresa authored the Amazon-bestseller Pursuit of Passionate Purpose (Wiley), outlining her proven, step-by-step success formula. She has guided hundreds of organizations, teams, and individuals—spanning both the private and public sectors—in establishing and executing winning strategic plans. Theresa’s last telecom software firm, Radish Systems, which garnered an IQ Award from BizWest, was successfully sold to nlx, an AI platform firm, in 2024. She speaks on a range of technical, business, and inspirational topics. Learn more: https://www.linkedin.com/in/theresaszczurek/ and www.TMSworld.com and https://www.pursuitofpassionatepurpose.com/
Workshop Details
8:45-9:00
Coffee and Gathering
9:00-9:15
Welcome and Opening announcements
9:15-10:15
Look Back: Assess Progress (How are things going?)
10:15-11:15
Look Ahead: Envision Future (Where do you want to go?)
11:15-11:30
Break
11:30-12:00
Create (or revisit) your BHAG, a Big Hairy Audacious Goal
12:00-12:30
Plan: Bridge the Gap (How do you get there?)
12:30-1:15
Lunch / Network
2:00-3:00
Expand Your Plan: Strategies, Tactics, and Metrics
3:00-3:15
Break
3:15-4:00
Go (How will you Implement your plan?)
4:00-4:30
Closing (Where do you go from here?)
Gerry joined Elevations as its CEO in 2008. He directs the credit union’s strategic objectives, which focus on employee engagement, a loyal membership and superior financial performance. In the midst of the financial crisis of 2008, he led the charge to pursue the Malcolm Baldrige National Quality Award, a highly competitive U.S. presidential award that recognizes organizations for performance excellence. The Baldrige effort rallied the Elevations team to outperform both in-market competitors and credit unions nationwide, and in 2014, Elevations was named a Baldrige Award recipient by U.S. Secretary of Commerce Penny Pritzker. Elevations went on to receive a second Baldrige Award from U.S. Secretary of Commerce Wilbur Ross during the 2020 pandemic, becoming the first two-time recipient in Colorado history and only the ninth two-time recipient in the history of the award. In 2015, Gerry was named the Credit Union Executive Society’s® Outstanding Chief Executive, and in 2016, Gerry was named Mountain West Credit Union Association’s Credit Union Professional of the Year and Boulder Chamber’s Business Person of the Year. In 2020, Gerry received the Baldrige Foundation Award for Leadership Excellence.
Gerry is a CPA with 38 years of professional experience and held positions as president, COO and CFO at various community financial institutions in California. He holds a bachelor’s degree in business administration and accounting from California State Polytechnic University, Pomona. Former Governor John Hickenlooper, now a US Senator, appointed Gerry to Colorado’s Financial Services Board in August 2015, and Governor Jared Polis reappointed Gerry to the Board in June 2019, where he continued to serve as chair until he reached his term limit in 2022. In 2019, Secretary Ross appointed Gerry to the Board of Overseers for the Malcolm Baldrige National Quality Award, and U.S. Secretary of Commerce Gina M. Raimondo appointed him as chair of the Board of Overseers in 2021, and he continues to serve in that capacity. In 2019, he was appointed to the Credit Union National Association’s CEO Council Executive Committee and the CUES® Board of Directors. Gerry is also a board member of the Local Change Foundation and a member of the Board of Elders of Calvary Bible Church in Boulder.
Hosted at:
Elevations Credit Union
Community Room
2960 Diagonal Hwy.
Boulder, CO 80301
Who Should Attend
Teams from organizations, big and small, private and public sector, for -profit and not-for-profit as well as individuals and entrepreneurs.