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| Join us on Tuesday, June 9, 2026, for the AZ FOCUS (Fiduciary Oversight, Compliance Update, and Strategy), a complimentary, half-day event for benefit plan sponsors and fiduciaries. The program also includes lunch at the Silverleaf Club, an exclusive, private club known for its refined setting and scenic views.
You’ll hear from keynote speaker David Silverstein, a nationally recognized healthcare expert and founder of Amaze Health, on how and why healthcare has quietly become one of the biggest threats to the U.S. economy—and a significant source of fiduciary exposure on the balance sheet—and what sponsors must do now.
Danny Court, Senior Economist with Elliott D. Pollack & Company, will deliver a timely economic update. Wendy Dominguez (Innovest Portfolio Solutions), Bryan Jeffries (Public Safety Financial/Galloway), and David Silverstein (Amaze Health) will join a fiduciary and litigation panel focused on translating regulatory pressure into clear, actionable governance steps.
SHRM credits are anticipated with attendance. |
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The Silverleaf Club
18701 N Silverleaf Dr, Scottsdale, AZ 85255
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Jun 09, 2026 09:30am MT - Jun 09, 2026 01:00pm MT |
This complimentary event includes lunch. |
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| 9:30 – 10:00 AM: Registration
10:00 – 10:10 AM: Welcome – Deana Berg, Vice President at Innovest Portfolio Solutions
10:10 – 11:00 AM: Employer Healthcare Cost & Liability, Taking Control. A Briefing for Self-Insured Employers. – David Silverstein, Founder and CEO of Amaze Health
11:00 – 11:50 AM: Fiduciary Breach Litigation in Retirement and Benefit Plans: Lessons Learned from the Courtroom – Wendy Dominguez, MBA, President, Principal & Co-Founder of Innovest Portfolio Solutions, and David Silverstein, Founder and CEO of Amaze Health, moderated by Bryan Jeffries, Vice President of Business Development at Public Safety Financial/Galloway
11:50 AM – 12:00 PM: Break and Lunch Service Begins
12:00 – 12:50 PM: Welcome to the New Abnormal – Danny Court, Senior Economist with Elliott D. Pollack & Company
12:50 – 1:00 PM: Closing Remarks and Thank You – Deana Berg, Vice President at Innovest Portfolio Solutions |
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Danny Court Senior Economist with Elliott D. Pollack & Company
Danny Court is a Partner and Senior Economist with Elliott D. Pollack & Company. He has been a practicing economist for 19 years. Mr. Court possesses exceptional research and project management skills relating to demographic, economic, and real estate data for a multitude of assignments, including market studies, land use analysis, forecasting, fiscal and economic impact reports, highest and best use studies, feasibility studies, workforce and economic development, community planning, and presentations. |
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Wendy Dominguez, MBA President, Principal & Co-Founder, Innovest Portfolio Solutions
Wendy is President and Co-Founder of Innovest Portfolio Solutions, with more than 30 years of investment consulting experience. A nationally recognized expert in retirement plan strategy, she serves on the firm’s Executive Leadership Team and leads the Retirement Plan Practice Group. Wendy works with some of the country’s largest retirement plans to improve processes, reduce fees, and strengthen fiduciary oversight. She has been named one of Employee Benefit Adviser’s 20 Most Influential Women and a Financial Times Top 100 Women Advisors. Wendy also serves on multiple boards, including the Public-School Fund Investment Board in Colorado, and supports education and governance. |
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David Silverstein Founder & CEO, Amaze Health
David Silverstein is a nationally recognized expert, author, and speaker on healthcare, specializing in public policy, innovation, and operational excellence. After driving major federal policy shifts, he turned to private-sector disruption with Amaze Health, an operating system for employer self-insured plans. He authored multiple Colorado healthcare bills and helped craft the 2019 Transparency in Coverage Rule, increasing price transparency. With over 25 years in consulting, he founded Lean Methods Group, advising major insurers and hospital systems. A former U.S. Navy Nuclear Submarine Officer, he has written several books and is frequently featured in national media, writing on healthcare system challenges. |
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Bryan Jeffries Vice President of Business Development, Public Safety Financial/Galloway
Bryan Jeffries is Vice President of Business Development at Public Safety Financial/Galloway, following a distinguished career spanning more than 30 years in public safety, government, and policy advocacy. He retired in 2023 as a Captain/Paramedic with the Mesa Fire and Medical Department and as President of the Professional Fire Fighters of Arizona after 25 years of leadership. Bryan advanced firefighter health and safety, including securing cancer coverage for first responders. He also served as a Phoenix City Councilman and Chief of Staff to the Mayor. An author and lifelong learner, Bryan holds degrees from Phoenix College, George Washington University, and the University of Baltimore. |
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