2018 Leadership Council Meeting


In January, 2001, the COCPA Board of Directors approved the creation of the Leadership Council which discusses national and state initiatives and issues, provides feedback on profession-oriented matters, and assists in determining the future direction for the Colorado Society of CPAs and those it serves.

Learning Objectives

*Identify and clarify your value add in your professional and personal life.

*Review the short-term and long-term economic forecasts – U.S. and global; most important leading economic indicators to watch; economic insights on inflation, interest rates, and taxes; and current events of concern.

*Discuss the tenets of leadership; explore the elements of personal power; understand diversity, inclusivity, equity, equality, and fairness; and learn tools for leading, managing, and navigating successfully in a diversity, equity, and inclusion framework.

Major Topics

7:45 a.m. – 8:20 a.m.
Registration and Continental Breakfast

8:30 a.m. – 8:40 a.m.
Welcome, Plans for the Day, Introductions
Victor A. Amaya, CPA
2018-2019 COCPA Chair of the Board of Directors
ClearPath Advisors, Littleton, Colorado

8:40 a.m. – 9:00 a.m.
The State of the COCPA
Alicia Gelinas, CPA, CFO, COCPA
The COCPA launched five strategic initiatives in 2015 and began a major IT transformation in 2016. In 2017, the organization undertook a major physical transformation.
This update will cover what’s underway now and what’s coming next and into the future.

9:00 a.m. – 10:30 a.m.
State of the Economy
Whether you look at the local environment, the national political scene, or the global stage, the economics are key. Buckle up. It’s already a wild ride, and knowing what to watch and do will make all the difference in how you navigate in this rapidly changing world.
Connor Lokar, Economist
ITR Economics, Manchester, New Hampshire

10:30 a.m. – 10:45 a.m.: Break

10:45 a.m. – Noon
Leadership & Equity Workshop – Part I
This interactive workshop is designed to explore the elements and impact of equity in the work you do each day. You’ll deconstruct the definitions of diversity, inclusivity, equity, equality, and fairness; consider the tenets of leadership in building systems of diversity, equity, and inclusion; explore how your personal power shows up; and learn tips and tools you can apply immediately.
Nita Mosby Tyler Ph.D., Chief Catalyst
The Equity Project, LLC, Denver, Colorado

Noon – 1:30 p.m.: Lunch and Intentional Conversation

1:30 p.m. – 4:00 p.m.
Leadership & Equity Workshop – Part II
Exploration and Skills building – continued
Nita Mosby Tyler Ph.D., Chief Catalyst
The Equity Project, LLC, Denver, Colorado

4:00 p.m. – 4:45 p.m.
What’s Your Value Add?
Breakout Discussions
Victor Amaya and Mary Medley

4:45 p.m. – 5:00 p.m.
Reflections & Closing Remarks
Victor Amaya

5:00 p.m.: Networking Reception

Colorado Society of CPAs
Course Level
CPE Field of Study
Specialized Knowledge and Applications
Connor Lokar Nita Mosby-Tyler Alicia Gelinas Victor Amaya Mary Medley
Advanced Preparation

Participants are asked to complete one or more Implicit Association Tests (IAT) prior to attending. The Equity Project, LLC leverages the Harvard University Project Implicit Assessments for this exercise. You may complete as many assessments as you’d like. You will not be asked to share your results. All the IATs are online and free. As additional insight, you’ll receive an article focusing on equity, in advance, as well. To take the IAT(s), please:

*Access the Project Implicit site at https://implicit.harvard.edu/implicit/selectatest.html.

*SELECT PROJECT IMPLICIT SOCIAL ATTITUDES. You may register, using your email address, OR continue as a guest. Your information is secure.

*Choose from the 13 different options to select a test.

*Take the assessment.

*Complete additional assessments if you wish.


Hilton Denver Inverness, 200 Inverness Drive West, Englewood CO 80012

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Jun 15, 2018
8:30 am - 5:00 pm
Hilton Denver Inverness, 200 Inverness Drive West, Englewood CO 80012
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2018 Leadership Council Meeting

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