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High-quality, specialized CPE for your team.

COCPA makes it possible to customize learning and CPE for your staff’s specific needs. Choose from some of our most popular courses, or build your own by choosing an instructor, focus area, materials, time, and length. Lead the session yourself while letting us supply the materials and discussion leader guide, or use one of our online expert instructors to guide the discussion.

With a COCPA customized team training class, everyone – CEOs, CFOs, CPAs, non-certified financial professionals and administrative staff – can participate together in focused CPE that complements your company or firm’s mission.

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"COCPA's Customized Team Training makes it easy to bring my staff professional training. I love being able to customize the content, and my staff appreciate the convenience of hosting the training in our own office."
-COCPA Customized Team Training User

Featured Customized Team Training Courses

Our most popular courses and materials


Featured Instructors

Our expert instructors available to your team

Bruce M. Nelson

Bruce has more than 30 years of accounting experience in state and local tax. He has spent the last 10 working with multistate public and privately owned businesses and leading the State and Local Tax (SALT) practice before leaving EKS&H. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm. Bruce has published more than forty tax articles in many publications and authored the Sales and Use Tax Answer Book. Bruce teaches over 25 different tax programs that can be scheduled in your firm including the Wayfair Decision: How it Impacts You, Annual tax Update for Corporations and Partnerships, Corporate Tax Workshop, Capitalized Costs and Depreciation, Legislative Update: Sales and Update Tax, and Colorado Income Tax – Current Developments, Problem Areas, and Opportunities.

Keely Gohl CPA, CGMA

Keely Gohl obtained her Bachelor’s and Master’s Degrees in Accountancy from the University of Denver. The first 14 years of her career were with KPMG – 11 years in the audit practice and three years in the National Industry Learning & Development office. After working at KPMG, Keely decided to use her experience to give back to organizations who had helped her along the way. She served at the University of Denver,  Denver Dumb Friends League, and at a local church. Her service in not-for-profits helped her realize that many organizations need the expertise of a CPA but may not always have the resources they need to employ one full-time. This led her to form her own consulting business, Favor Financial LLC.  In addition to running her own firm, she develops and instructs executive education courses for the Colorado Society of CPAs, the University of Denver Daniel’s College of Business, and CPA Crossings LLC.


Customizing Your Team Training Program

COCPA staff will help you build a program that fits your staff’s needs

COCPA Customized Team Training is a flexible, convenient solution for your professional learning needs. We work with small firms, medium firms, and companies, and we can customize your course based on what works best for you.


Choose one of COCPA’s instructors to teach your course, or let us send you (or another member of your team) the materials to lead the discussion yourself.


COCPA can provide your team with print or digital materials for your team to use during the program.

Time & Length

All of our Customized Team Training programs are available in various lengths to meet the level of depth your team needs. You can also choose when you’d prefer to start the program.

Focus Area

We have programs available in a wide range of curricula.


Quarterly Customized Team Training Newsletter

New courses, instructors, and updates on all of our customized team training programming

The COCPA Quarterly Customized Team Training Newsletter keeps members up to date on all things on-site learning. Get information about new and upcoming courses, plus informational videos, articles, and exclusive members-only content delivered to your inbox every quarter.

Read the Latest Issue

Derrol Moorhead

Director of Member
& Business Development

Tiffany Carson, PMP

CPE Operations Manager
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