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.
Flywheel Capital LLC
Ben is a Managing Partner at Flywheel Capital LLC and has over 15 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 brings broad professional experience to the leadership team. He possesses Big Four public accounting experience (Ernst & Young LLP), teaching experience (DU adjunct faculty), real estate development experience (formerly with several organizations including Sage Hospitality and now with his own company), and COCPA leadership experience (former Young Professionals Committee chair, Board of Directors member and Treasurer, Budget Committee member and Chair, and Investment Committee member).
University of 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. Sharon is past chair of the AICPA Pre-Certification Education 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.
Chris is a Partner at BKD LLP, with more than 17 years in accounting and auditing and extensive nonprofit experience.
ClearPath Advisors LLC
Victor is the Co-founder of ClearPath Advisors LLC and has served on the COCPA’s Financial Literacy Committee since 2010. He also chairs the Budget Committee.
Colorado Society of CPAs
Mary is the CEO of the Colorado Society of CPAs.
United States Air Force Academy
Kristine is an Associate Professor of Management in the Department of Management at the United States Air Force Academy.
Soukup, Bush & Associates, P.C.
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 current Vice President of the Educational Foundation Board of Trustees.
Ernst & Young LLP
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 will join the Board of Directors after completing a three-year term on the Educational Foundation Board of Trustees.
Colorado Nonprofit Association
Renny Fagan is the President and CEO of Colorado Nonprofit Association and a former state legislator.
The Phillips Alderdice Consulting Group
Georgia is President and Shareholder of the Phillips Alderdice Consulting Group in Englewood, CO, and has previously served on the Editorial Board, the Joint Working Group with the Colorado Department of Revenue, and as chair of the CPE Board.
Moss Adams LLP
Matthew is a Partner at Moss Adams LLP, Denver, providing audit and accounting services to public and private companies in the energy industry.
Holben Hay Lake Balzer CPAs LLC
Sheila is an Audit Partner at Holben Hay Lake Balzer CPAs LLC, as well as a member of the advisory board at the University of Denver’s Daniels College of Business School of Accountancy.
Kundinger, Corder & Engle, PC
Steven is a Managing Director at Kundinger, Corder & Engle, PC in Denver.
SM Energy Company
Mark is Vice President, Controller, and Assistant Secretary of SM Energy in Denver.
Sam is a Principal at CherisLaw and a past President and Board Member of the Aurora Bar Association.
Educational Foundation of the COCPA Board of Trustees
Ernst & Young
Diego is a Senior Manager in EY’s external audit practice.
Ann is a Partner at Plante Moran and leads the firm’s Nonprofit Practice in the Rocky Mountain region. She has more than 30 years of experience in the field.
Kuhn Advisors, Inc.
Scott is a Principal and Financial Advisor for Kuhn Advisors, Inc.
Wall, Smith, Bateman Inc.
Kyle began his career in public accounting at Wall, Smith, Bateman in January 2010, shortly after graduating from the University of Colorado at Colorado Springs. His primary focus is on individual, partnership, and corporate taxation. Kyle has extensive knowledge of farm and ranch taxation, which are the leading industries in the areas surrounding Alamosa. He also has experience in estate, trust, and gift taxation, the compilation of financial statements, and payroll. He is part of the committee that oversaw implementation and maintains operation of the firm’s paperless tax preparation software.
Patrick is the Director of Financial Planning & Analysis for SM Energy Company in Denver.
Holben Hay Lake Balzer CPAs, LLC
Laura is a Partner with Holben Hay Lake Balzer CPAs, LLC.
Fort Lewis College
Theresa is an associate professor of accounting in the School of Business Administration at Fort Lewis College.
Colorado State University – Ft. 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. Her research investigates the valuation effects of various disclosure choices and alternative accounting methods. 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.
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.
Retired – University of Northern Colorado
Karen holds a B.A. in Secondary Education and M.A. in English from Texas A&M University. She received her M.S. and Ph.D. in accounting from the University of Texas at Arlington. She has taught at Texas A&M University, Baylor University, and Valdosta State. Before joining UNC, she was Department of Accounting, Economics & Finance chair at the University of Mary Hardin-Baylor. At UNC, she served as Chair of the Department of Accounting and CIS, Associate Dean, and Interim Dean of the Monfort College of Business.
Colorado Society of CPAs
Alicia is the Chief Financial Officer of the Colorado Society of CPAs.