Speakers

Andy Kaiser, CPA

Eide Bailly LLP


Andy Kaiser, CPA

Andy Kaiser, tax partner at Eide Bailly, has over 15 years’ experience in providing tax advice and is Eide Bailly’s Colorado-based specialist in the effects of healthcare legislation on taxpayers, both individuals and their employers.

 

Tammy Lopez

Robert Half


Tammy Lopez

Tammy Lopez  is the Branch Manager for Robert Half, the world’s first and largest specialized staffing firm. In her role, she manages the professional staffing operations in the Denver West branch including three of Robert Half’s specialized divisions; Accountemps, OfficeTeam, and Robert Half Finance & Accounting. Tammy joined Robert Half in 2003 and has held various leadership roles within the company including division director and director of permanent placement services. She is dedicated to leading and developing her teams from the ground up while also helping local business grow by providing the talent they need to be successful. Tammy holds her bachelor’s degree in accounting from Metropolitan State and is backed by 17 years in the accounting and financial industry.

 

Ed Brown, JD, LLM, CPA

Davis Schilken, PC 


Ed Brown, JD, LLM, CPA

Ed Brown joined Davis Schilken, PC, bringing with him his more than twenty-five years of extensive experience in areas of comprehensive estate planning, asset protection and taxation. Mr. Brown is an AV-rated attorney who is admitted to practice law in Colorado, and is also a Certified Public Accountant. Ed focuses his practice on trust designs customized to the clients’ goals of (A) protection of assets for their family and (B) having added flexibility in their comprehensive estate plans that allow maximizing options with regard to changing circumstances and evolving laws.

 

Courtney Cowgill, CPA, CMA, CIA, CFE, CITP, CGMA

 


Courtney Cowgill, CPA, CMA, CIA, CFE, CITP, CGMA

Courtney Cowgill  served as CFO of two public companies in Denver for more than 10 years. She was responsible for all financial operations including financial, public and international reporting; investor relations; risk management; treasury; tax and legal. Courtney's experience includes telecommunications and high tech, oil and gas and restaurants. Prior experience includes public accounting in an international firm, internal audit and controllerships on the path to CFO. Besides being an actively licensed CPA, she is also a Certified Management Accountant, a Certified Internal Auditor, a Certified Fraud Examiner, a Certified Information Technology Professional and a Chartered Global Management Accountant. She has a BS in Accounting from Metropolitan State University in Denver and a Masters in Telecom Engineering from CU in Boulder. Courtney has served as President of FEI Colorado and many other Colorado professional and charitable organizations. She was appointed to the following boards by three different Colorado governors: Colorado Board of Accountancy for four years and as president for one year; Colorado Lottery Commission as the CPA representative and Commission Chair; CollegeInvest, Colorado’s 529 College Savings Plan for four years as a board member. Courtney has also served as National President of the American Society of Women Accountants.

 

Darin Mackender

Fisher & Phillips LLP


Darin Mackender

Darin Mackender is a partner in the Denver office of Fisher & Phillips. He has extensive experience representing employers before state and federal agencies and courts in matters ranging from single-plaintiff discrimination cases to multi-plaintiff wage and hour cases. He also is an experienced appellate attorney, having briefed and argued numerous cases before state and federal courts of appeals.

David Losacco, CPA, CIA, CISA

Stinnett & Associates


David Losacco, CPA< CIA, CISA

David Losacco is a Principal with Stinnett & Associates with over 23 years of experience performing control reviews of information technology and application process controls.

 
 
 

Jen Lester

Philosophy Communication, Inc


Jen Lester

Jen Lester  is a co-founder of Philosophy Communication, a now 16-year-old agency that develops advertising, marketing, public relations and digital campaigns for clients both large and small. Over the years, their 15-person team has worked with and grown such notable clients as Sub-Zero and Wolf, Colorado Proud, Smashburger, City of Littleton, Natural Grocers, Jefferson County, Caribou Coffee, and more. Jennifer serves as Philosophy Communication’s strategic leader, consulting with clients on their overall business goals and identifying marketing and public relations solutions that solve their challenges.

Jerome Borison, JD, LLM (Tax), CPA (inactive)

Anderson & Jahde, PC & University of Denver, Sturm College of Law


Jerome Borison, JD, LLM (Tax), CPA (inactive)

Jerry  has been of counsel with Anderson & Jahde, PC for 20+ years and is a tenured professor at the University of Denver Sturm College of Law. He is a nationally recognized professor who teaches, writes and practices in the areas of IRS controversies and estate planning.

Among his book publications are: Editor, Principal Author - Effectively Representing Your Client Before the IRS, ABA Section of Taxation (first two ed.) Co-author (Profs. Steve Johnson, Sam Ullman) - Federal Tax Procedure (3rd Ed. 2016), for use in graduate tax programs.Co-author (Susan Gary, Naomi Cahn, Paula Monopoli) of Contemporary Trusts and Estates, Wolters Kluwer Law & Business (3rd Ed., 2016).

 

Tim McCutcheon, CPA, CGMA

Eide Bailly LLP


Tim McCutcheon, CPA, CGMA

Tim McCutcheon,  CPA for more than 30 years, Tim works exclusively with nonprofit entities. He is a member of the American Institute of Certified Public Accountants, and currently serves on the AICPA Not-for-Profit Advisory Council. Tim was appointed to the AICPA National NPO Expert Panel and Audit Guide Task Force in 2008, and helped write the first major revision of the AICPA Audit and Accounting Guide Not-for-Profit Entities, released in 2013. Tim is past Chair of the Colorado Society of CPAs (COCPA) and a current member of the COCPA Vision Committee. Tim chairs Eide Bailly's Nonprofit Technical Issues Committee, directs NPO training for the firm, and is a sought-after presenter and NPO trainer.

Mike Herold, JD

Eide Bailly LLP


Mike Herold, JD

Mike Herold, JD has over twenty years of experience, and is currently as a Regional Director in the State and Local Tax practice at Eide Bailly LLP. His practice focus is on unclaimed property, sales tax, due diligence and other state tax issues including income tax. He assists businesses, accounting and law firms from around the country with complex state tax issues. Mike is a Graduate of Hamline University School of Law and Concordia University (St. Paul, MN) and is located in Eide Bailly's Minneapolis, MN office.

Linda Lange, CPA, MBA

Entrepreneur Support Systems, Inc


Linda Lange, CPA, MBA

Linda Lange, President of Entrepreneur Support Systems, Inc, and recently retired from Regis University as accounting faculty, Linda has worked with small business and not-for-profit clients in both professional and volunteer roles. She taught finance, accounting, small business, and capstone classes in her 28-year tenure as faculty at Regis. Accounting Ethics has been her focus since co-creating the class when it was required for her CPA license in 2015.

Nicole Davies, SPHR, SHRM-SCP, CHRS, CPC

ADP


Nicole Davies, SPHR, SHRM-SCP, CHRS, CPC

Nicole Davies is an accomplished human resources professional with twenty years of employee relations, training, and talent acquisition experience. As a Client Relations Executive for ADP TotalSource, Nicole assists clients with realizing their human capital potential while mitigating employment-related risks and liabilities. Prior to joining ADP in 2011, Nicole’s human resources management experience included for- and not-for-profit organizations, higher education, and union and non-union environments. Nicole achieved her SPHR in 2010 and her SHRM-SCP credentials in 2014. Additionally, Nicole is a Certified Healthcare Reform Specialist (CHRS) and Certified Professional Coach (CPC). Nicole serves the HR profession as Membership Chair of SHRM’s Colorado State Council.

 

Larry Rosipajla, CPA, CFE

PwC


Larry Rosipajla, CPA, CFE

Larry Rosipajla, as a Director in the Advisory-Forensic services of PwC’s Denver office overseeing the Southwest Region and Missouri markets. Mr. Rosipajla’s experience has focused on providing crisis consulting services with particular emphasis and specialized expertise in forensic accounting, fraud investigations, internal control and compliance evaluations. Mr. Rosipajla regularly leads large engagement teams to help clients respond to high profile crisis and critical business issues. He has a broad spectrum of experiences to help address issues in investigations and the associated data analytics, alter-ego analysis, financial restatements, revenue recognition issues, bankruptcy, litigation and to proactively address or remediate internal control and compliance issues.

Greg Winchell, CFE

Pinnacol Assurance


Greg Winchell, CFE

Greg Winchell has worked for the past 15 years in the Special Investigations Unit for Pinnacol Assurance, the Colorado State Fund for Workers Compensation. His job is to evaluate referrals for criminal potential and develop them to for referral to the Colorado Attorney General's office. He is a Certified Fraud Examiner (CFE). He worked as a PI specializing in financial investigations for banks and attorneys, assisting them with pre-and post-litigation asset searches. He also worked as a cell phone fraud investigator for Nextel Communications (now Sprint) where his job was to identify organized identity fraud perpetrators and refer them for prosecution.

 

Lawrence Knutson, CPA

EKS&H


Lawrence Knutson, CPA

Lawrence Knutson is a Partner at EKS&H and leads the Specialty Tax Services Group, which is focused on helping clients maximize all potential deductions and credits, including areas of the Internal Revenue Code that are overlooked by most practitioners. He has been serving public and private companies since 1999 and specializes in Cost Segregation, Research Credits, Section 382 Net Operating Loss Studies, Section 280G Golden Parachute Analysis, Transaction Cost Studies, Accounting Method Changes, and many more.

 

Rick Wagner, CPA

Eide Bailly LLP


Rick Wagner, CPA

Rick Wagner, healthcare partner at Eide Bailly LLP has over 30 years’ experience in the healthcare industry and leads the firm’s national healthcare advisory division. He is a frequent speaker on healthcare legislation and how it affects service providers and consumers.

 

Anders Erickson, CISA, CISSP, CRISC

Eide Bailly, LLP


Anders Erickson, CISA, CISSP, CRISC

Anders Erickson is the Director of Cyber Security Services at Eide Bailly, LLP and has more than fifteen years’ experience providing IT risk and control solutions within both public and private sectors. Anders assists clients in establishing a culture of security within their organization. He leads organizations through the process of identifying their cyber security risks and brings practical solutions to help manage and mitigate those risks. He executes assessments of IT security practices, risks, and controls against organizational, industrial and governmental standards. Anders also leads evaluations of logical and physical security, continuous monitoring programs, business continuity plans, change management process and system implementation.

 

Don Levonius, M.A.

Victory Performance Consulting, LLC


Don Lenovius, M.A.

Don Levonius, as a consultant, coach, facilitator and speaker, Don draws on over 18 years of progressive leadership experience, including 13 years with Disney and 4 years with The Institute of Internal Auditors Global Headquarters. Since 2009, he has provided performance consulting, coaching and leadership development for prominent corporations, non-profit organizations and government agencies. Don holds master's degrees in human resource development and business & organizational security managment.

 

Jenna Oliver

Regis University College of Business and Economics


Jenna Oliver

Jenna Oliver holds a Master of Arts from The New School University. While at The New School, Oliver worked in a think-tank to utilize media as a means of social change. She carried that passion forward into a 20-year career in education at The Art Institutes, Metro State University, Colorado State University, University of Colorado, The National Coalition Against Domestic Violence and the Public Education and Business Coalition. Jenna has mentored several nationally and internationally acclaimed entrepreneurs and creatives. Now at Regis University, Oliver is an Affiliate Faculty member and the Innovation and Business Evolution Manager in the College of Business and Economics.

 

Katie Essman

Robert Half


Katie Essman

Katie Essman is the Metro Market Manager for Robert Half, the world’s first and largest specialized staffing firm. In her role, she manages the professional staffing operations in the Centennial, CO branch. Katie oversees six of Robert Half’s specialized divisions; Accountemps, OfficeTeam, Robert Half Finance & Accounting, Robert Half Management Resources, Robert Half Healthcare Group and Salaried Preferred Professional Services. Katie and her teams are dedicated to placing professionals in rewarding jobs with local businesses throughout the Denver metro area.

A Colorado native, Katie graduated from University of Colorado in her home town of Colorado Springs with a bachelor’s degree in history. She began her career in the staffing industry 14 years ago and has since become a well-known employment expert throughout the Denver business community. Thanks to her deep roots to Colorado, Katie embraces a strong commitment to serving her local business community – a community that has provided her with many professional opportunities and rewards.

 
 
 
 

Rob MaCoy, CPA

BKD LLP


Rob MaCoy, CPA

Rob oversees the technical aspects of the BKD Colorado offices by serving as the director of accounting and auditing. In this role, he performs the concurring review for many of the engagements performed in Colorado in addition to others around the firm.

He has served as the partner on engagements for a variety of industries and clients. He serves as a member of peer review teams and as a captain on BKD’s internal inspection program.

He is a member of the AICPA and COCPA, is the audit committee chair for COCPA and serves on the board for Volunteers of America Colorado Branch and is a member of the CSU Accounting Advisory Board.

 

Kristine Brands, DM, CMA

Regis University


Kristine Brands

Kristine Brands, CMA is an Associate Professor of Accounting at Regis University's College of Business and Economics in Colorado Springs, CO. She has extensive work experience in accounting, software engineering, and financial systems design and implementation. She serves on the Board of Regents of the Institute of Certified Management Accountants. She has authored numerous articles for Strategic Finance and CFO.com. She holds a BA in History from the University of Rochester, an MBA in Accounting from Emory University, a Certificate in Applied Science in Software Engineering from Harvard University Extension, and a Doctorate in Management from Colorado Technical University.

Raven Catlin, CPA, CIA, CFSA, CRMA

Raven Global Training LLC


Raven Catlin, CPA, CIA, CFSA

Raven Catlin is an internationally recognized Internal Audit expert. Raven started Raven Global Training, providing in-house, on-site and virtual presentations and training for Risk Managers and Internal Auditors, to share her love of a 19-year of auditing career. Participants in Raven’s sessions grow and nurture their successful future. Raven is VCU graduate. She served in audit positions including Interim CAE as a Consultant at Experis and Senior Manager at Protiviti. She held audit positions with Freddie Mac, Bank of America, and Philip Morris. Raven is active in the IIA and contributing author to CIA Learning System.

Ravi Mangipudi, CPA, CISA

Perceptive Control Solutions LLC (PCS)


Firstname Lastname, Credentials

Ravi is a global business leader with expertise in Internal and External Audit, Controllership, M&A and Lean Operations built at Big 4 firms and multinational manufacturing / technology public companies. As Chief Audit Executive, he led global teams, partnering with Audit Committees, executive leadership and Big 4 Partners.

With his passion for Operations Excellence, real-time KPI visibility and effortless collaboration, Ravi co-founded and is the CEO of Audit Prodigy, a powerful, yet intuitive SaaS solution to meet increasing challenges faced by Audit / Finance teams globally – with zero required training. www.auditprodigy.com.

 

Victoria J. Marschner, CPA


Victoria J. Marschner, CPA

Victoria has a Masters of Taxation from the University of Denver. Her areas of experience include individual small business, corporate and partnership tax planning and preparation, estate planning and inheritance tax return preparation, tax research and opinion, business consulting, tax accounting, corporate and partnership tax accounting, and as a financial accounting instructor. She has over 25 years accounting and tax experience, has worked in industry as well as public accounting, and is a seasoned speaker for local, regional and national events.

David B. Seserman, JD

Brosseau Bartlett Seserman, LLC


David B. Seserman, JD

David Seserman is a trial attorney, concentrating his practice in the field of human resources with an emphasis on employment and employee benefits litigation. He has extensive experience advising clients on all aspects of human resource issues and litigating employment disputes. David helps employers and employees draft and negotiate executive compensation, employment and separation agreements. During his career, he has tried numerous lawsuits in state and federal courts involving a myriad of employment related issues including wrongful discharge, misappropriation of intellectual property, disability, breach of employment contract, age discrimination, Title VII, FLSA and ERISA claims. David also has extensive experience in general civil litigation, including complex commercial, real estate, insurance coverage, taxation and natural resources disputes. His clients include several law firms and lawyers. Unique to his practice, David has served as the liquidator of two major law firms that failed in the Denver metropolitan area.

 

Steve Van Meter, CPA

CliftonLarsonAllen LLP


Steve Van Meter, CPA

Steve is a commercial assurance principal with CliftonLarsonAllen with 30 years of experience in public accounting. Steve leads CLA’s Manufacturing and Distribution group in Colorado. He also has extensive merger and acquisition experience and works with a number of private equity firms. During his career, Steve has assisted many of his clients through a successful sale of the business or acquisitions. Steve has participated on Peer Reviews of other CPA firms. Steve also provides management advisory services and has testified inU.S. Federal court as an expert witness in accounting and audit matters. Steve also consults with companies oninternal controls and fraud prevention. He is a frequent speaker on accounting standards for a variety oforganizations. Steve is a guest instructor at Metropolitan StateUniversity of Denver on auditors’ responsibility for detecting fraud in afinancial statement audit. Steve is alsoa member of the Colorado Society of CPAs Editorial Board, which is responsiblefor developing content for the bi-monthly News Account publication.

Steve is a member of the Colorado Society of CPAs, the American Institute of CPAs,the Association for Corporate Growth (ACG), the Rocky Mountain chapter of the National Tooling and Machining Association (RMTMA), and the Colorado Advanced Manufacturing Alliance (CAMA).

Keith Davis, JD, MBA, LLM, CPA

Davis Schilken, PC


Keith Davis, JD, CPA

Keith Davis is the managing shareholder of Davis Schilken, PC. He began his estate planning practice in 1998 and joined WealthCounsel® in October 2003. Keith concentrates his practice in the areas of wealth transfer and preservation. He speaks locally and nationally and has taught continuing education courses on estate planning to over 2,000 Colorado CPAs, Certified Financial Planners and Insurance Professionals. This includes general estate planning, advanced tax planning, charitable estate planning, private foundations, family limited partnerships, asset protection planning, exit planning and business continuation planning.