The COCPA Board of Directors steers our organization towards its goals by making strategic decisions on its budget, public positions, and policy. The Educational Foundation provides scholarship assistance to Colorado students pursuing their accounting degrees at Colorado colleges and universities.
University of Denver School of Accountancy, Denver
Sharon is the John J. Gilbert Endowed Professor and Director of the School of Accountancy at the University of Denver’s Daniels College of Business. She is a distinguished academic leader and business advisor with expertise in multijurisdictional taxation, banking, and insurance. Sharon has over 20 years of experience leading organizations through strategic initiatives that anticipate disruptions, build diverse workforces, and transform business practices for fiscal effectiveness and regulatory compliance. She is past chair of the AICPA Academic Executive Committee where she steered policy regarding the education requirements to become a licensed CPA. She also served on the Accounting Accreditation Task Force of AACSB International whose work resulted in new standards for accreditation of accounting programs. For the COCPA, Sharon has served on the Careers Committee, the Board of Directors, and as an Educational Foundation Trustee, including a term as President.
ACM LLP, Greeley
Randy is partner-in-charge of the firm’s Northern Colorado office. He specializes in auditing and advising governmental and nonprofit organizations, as well as privately held and publicly traded companies in various industries including construction and technology. A former member of the AICPA’s Government Audit Quality Center Executive Committee and the AICPA’s annual Government Accounting and Auditing Conference planning committee, Randy regularly presents on technical topics at the AICPA’s Government and Construction conferences.
Leeds West Groups, Greenwood Village
Peter is CFO for the automotive repair management platform. The company owns and operates 100 Midas and Big O stores around the U.S. Previously, he was CFO of Brakes Plus, Inc., Denver. Previously, he served on the Board of Directors, Not-for-Profit, Careers in Accounting, and CPE committees as a way to give back to the profession.
Flywheel Capital LLC, Denver
Ben is Managing Partner at Flywheel Capital LLC and has over 16 years of experience in real estate finance, capital markets, and accounting. A University of Denver (DU) graduate with his M.A. and B.S. in Accountancy, Ben previously served as chair of the Young Professionals Committee, Board of Directors member and Treasurer, Budget Committee member and Chair, and Investment Committee member.
Colorado Society of CPAs, Englewood
Medley is COCPA President and Chief Executive Officer. She leads a staff of 13 professionals in delivering member and community services. She also coordinates the organization’s legislative activities as a registered lobbyist. A frequent speaker before CPAs, students, and national audiences on topics including professional issues, business writing, effective presentation skills, and business etiquette, Medley represents the COCPA before regulatory bodies such as the Colorado State Board of Accountancy and Colorado Department of Revenue.
Moss Adams LLP, Denver
Jim is the Regional Managing Director for the firm. He specializes in SEC reporting and provides public companies with compliance and consulting services for SOX 404 compliance, mergers and acquisitions, and initial public offerings, along with litigation support services and expert witness testimony. Jim also is actively involved with the Association of Certified Fraud Examiners, the Colorado Technology Association, COPAS, and the National Association of Corporate Directors. He previously served on the AICPA Center for Audit Quality SEC Regulations Committee.
Soukup, Bush & Associates, P.C., Fort Collins
Toby has been practicing in Northern Colorado since 2001. He is a proud CSU Ram alumnus and 25-year Colorado native. An AICPA, COCPA, and National Association of Certified Valuation Analysts member, Toby is President of the COCPA’s Northern Chapter and also has served on the Educational Foundation Board of Trustees. He teaches highly rated CPE courses on taxation for the COCPA, as well.
Ernst & Young LLP, New York City
Audra Dixon is a Senior Audit Associate at Ernst & Young LLP. She is an AICPA Leadership Academy graduate, a COCPA LeadFit graduate, and a CityBuild Activator – an initiative of the Downtown Denver Partnership. She joined the Board of Directors after completing a three-year term on the Educational Foundation Board of Trustees.
Colorado Nonprofit Association, Denver
Renny Fagan is the President and CEO of Colorado Nonprofit Association. He is a former Colorado state legislator, director of the Colorado Department of Revenue, deputy attorney general, and state director for former U.S. Senator Ken Salazar. He serves on the Colorado Commission on Higher Education and the boards of Mile High United Way, Colorado Channel Authority, and the Metro Denver Leadership Foundation, as well as the COCPA.
Liberty Services, Denver
Mary-Margaret serves as General Auditor for the company which provides specialized stimulation services to optimize well production. Prior to joining Liberty, she spent over 12 years at Western Union where she held a wide variety of leadership roles including service as General Auditor. She was tapped to take over the critical Settlement Transformation technology program, a multi-year, multi-phased program replacing end-of-life, antiquated systems.
Plante Moran PLLC, Denver
Kelly is a partner and leader of the firm’s healthcare practice in the Rocky Mountain region. She specializes in advising clients on financial best practices and industry trends. She possesses extensive expertise in internal controls, financial reporting requirements, mergers and acquisitions, and a variety of technical accounting matters related to healthcare, insurance, and the financial services industries. Most of Kelly’s clients are hospitals and health systems, physician practices, insurers, and senior care and living centers.
Sam is a Principal at CherisLaw and a member of the American, Colorado, Aurora, and Denver Bar Associations; a Fellow, American College of Trust and Estate Counsel; member of the Association of Corporate Counsel and National Association of Corporate Directors; and USA Fencing for which he is chair of the Fencing Officials Commission.
Educational Foundation of the COCPA Board of Trustees
SM Energy, Denver
Pat is the Controller and Principal Accounting Officer for SM Energy Company. An AICPA Leadership Academy and COCPA LeadFit graduate, Pat also serves on the AICPA Student Recruitment Committee. He volunteers with Junior Achievement Rocky Mountain Inc. and serves on the board for the Council of Petroleum Accountants Societies (COPAS) Colorado chapter.
SingerLewak LLC, Denver
Laura is a Tax Director with SingerLewak LLP. She serves on the COCPA Editorial Board and is a COCPA LeadFit graduate.
PwC LLP, Denver
Ingrid is a senior manager at PwC’s Health Research Institute (HRI), a dedicated research group that provides new intelligence and perspective on major health-related business issues. She leads HRI’s analysis of major trends impacting health insurers, employers, and providers.
EY LLP, Denver
Diego is a Senior Manager in EY’s external audit practice. He focuses primarily on retail and consumer products industries and also has worked with clients in health care, oil and gas, asset management, and insurance. An AICPA Leadership Academy graduate, Diego mentors students through the University of Colorado Leeds School of Business Professional Mentorship Program.
University of Denver School of Accountancy, Denver
KED is a Teaching Professor and Assistant Director of the School of Accountancy in the Daniels College of Business. Her primary teaching areas are accounting information systems and managerial accounting. She is a two-time winner of the Daniels Award for Excellence for Faculty and a winner of the C. Thomas Howard Innovative Teaching Award. She also serves on the COCPA Careers Committee.
Fort Lewis College, Durango
Theresa is an associate professor of accounting in the School of Business Administration at Fort Lewis College. She has served on the Assurance of Learning for AACSB Accreditation Committee and is a reviewer for the Journal of Investigative and Forensic Accounting, the Journal of International Accounting Research, and is an editorial review board member for the Academy of Accounting and Financial Studies Journal.
Wall, Smith, Bateman Inc., Alamosa
Kyle is a Tax Manager with the firm. His primary focus is on individual, partnership, and corporate taxation. He also has extensive experience in farm and ranch taxation, as well as in estate, trust, and gift taxation, the compilation of financial statements, and payroll. A COCPA LeadFit graduate, Kyle also is president of the COCPA San Luis Valley Chapter.
Colorado State University, Fort Collins
Lisa joined the Colorado State University faculty in 2008. Her research and teaching interests focus on financial accounting, and she is particularly interested in how regulation impacts financial reporting practices. Lisa’s research has been published in a variety of academic journals, including the Journal of Accounting and Economics, Review of Accounting Studies, and National Tax Journal.
Deloitte LLP, Denver
Alexie is a managing director in the firm’s audit practice. She serves as the Denver Office Private Audit leader and leads the Technology and Emerging Growth Company group. She chairs the University of Denver School of Accountancy Advisory Board and serves on the Denver Scholarship Foundation Audit and Finance Committee. Previously, she served on the Board of Directors and chaired the Finance Committee for Open World Learning; chaired the board of College Summit Colorado; and was president of the Alliance of Professional Women.