VIP Service: It’s the COCPA staff's commitment to you. Whether your questions concern issues
facing the profession, CPE courses, technical matters, or Peer Review, we’re here to help.
As always, you can call the COCPA's main numbers, (303) 773-2877 or (800) 523-9082, during
business hours. The office is open, Monday through Thursday, from 7:30 a.m. to 5:30 p.m. and
on Friday from 7:30 a.m. to noon. You can reach all staff member directly by phone or e-mail.
Chief Executive Officer
As part of the COCPA leadership team, she helps shape the future of the COCPA. Have a question about State Board rules or what the Colorado Department of Revenue is up to? Mary is your go-to. She’s also your resource on legislative issues as well as state and national initiatives. Need someone to facilitate group process or speak on professional issues? Mary can do that. What she doesn’t do is accounting; the COCPA has highly-qualified people for that. She describes herself as very, very, very (did we mention very?) particular about doing whatever she and the team do, really well - especially when it comes to member service and support. An avid fan of the arts, Mary always is up for a gallery tour, concert, musical theater production, or good read. Throw in travel, and she’s ready to go.
Executive Assistant to CEO
When she's not keeping CEO Mary Medley together, Terry provides staff support to member programs and groups such as Leadership Council, CPAs Make A Difference, LeadFit, Women to Watch, Firm Administrators, the North Metro Tax Study Group, and the Professional Ethics Board. She is your "App for that" when it comes to all things related to COCPA. If she doesn't have the answer, she'll Google it until she finds the right person or resource. She's well known around the office for her acquisition skills (aka shopping talent) and working the hardest. Her biography would be titled, Her Prom Pictures Were Taken in the Family Room: Tales from Growing Up in a Funeral Home.
Chief Financial Officer
As Chief Financial Officer, Alicia oversees the overall financial picture of the Society, manages relationships with our financial partners, and works tirelessly to determine how we can continue to add value to the member experience.
A Nebraska native, Alicia was first introduced to the great state of Colorado during early childhood, which led her to return to attend college, and, thankfully, she decided to stay a Coloradan. We appreciate having her expertise, work ethic, and positive energy at the office.
When she’s not working, Alicia enjoys spending time with her husband and the newest addition to their family: an adorable shelter rescue puppy named Ally.
Financial Reporting and Human Resources
With the COCPA since 2010, Renee is involved with all things financial including financial reporting for the Educational Foundation of the COCPA as well as all things related to Human Resources. On the weekend, you'll most likely find her on the sidelines of a baseball or soccer game, cheering her children on. Renee's favorite dish to cook is seafood gumbo on a cold, wintery evening. What time is dinner?
Haley assists with accounts payable, accounts receivable, general ledger, and tax information. She brings a delightful and upbeat energy to her work and our lives, along with valuable accounting expertise. When she’s not in the office, Haley enjoys spending time at the dog park with Nixon, her Lab/Australian Shepard mix, as well as exploring different hikes and trails when it's warm enough!
Rebecca Campbell, CAE
Looking for someone equally comfortable with big picture strategy and day-to-day tactics? That’s Certified Association Executive Rebecca Campbell. She provides support to the CPE Board and focuses on CPE program development and marketing. Often tapped by the AICPA and other organizations for her thought leadership, Rebecca plays key roles in the COCPA’s technology-related initiatives, strategic plans, and technology-based CPE. The best vacation she ever took was a road trip to Miami with her daughters. Her five dream Jeopardy categories would be Top Vacation Spots in Europe; Movies You Have to See; Best Ice Cream Flavors; Springtime Flowers; and Nachos, Nachos, and More Nachos.
CPE Operations Manager
Tiffany is a rockstar when it comes to our CPE-related events and information. As CPE Operations Manager, she handles logistics and operations for COCPA conferences, seminars, and on-site programs. Her attention to detail and dedication to our members are always top of mind. On weekends, Tiffany can be found skiing, spending time with her husband, Italian Greyhound, friends, and family. During the season in Tiffany’s household, Sundays are reserved solely for the World Champion Denver Broncos.
Ashlee Whelan is an incredible addition to our CPE team. As CPE coordinator, she helps to keep the Department aligned in its effort to strategically and consistently bring tremendous value to the work our members do each day.
At any given moment, she can be found assisting the CPE Director, scheduling facility rentals, coordinating on-site training, overseeing and distributing member course materials, and facilitating general connectedness between our members and the COCPA staff.
Ashlee recently relocated from New Jersey to our beautiful state of Colorado and we couldn’t be happier to have her as part of the COCPA family! When she’s not in the office, she can be found checking out the Colorado restaurant scene alongside her husband or exploring a new hiking trail with her beloved pup, Penny.
Member Services/Peer Review Department
Contact Susan V:
Member Services Director
Susan leads our Member Services Team and supervises Peer Review Program administration with consummate dedication and enthusiasm - especially valuable given both require constant member interaction. The second longest-serving COCPA team member, Susan probably knows the answer no matter the question - especially if it involves “how it used to be and how we got where we are today.” The best vacation she ever took? “Gee, just about anywhere I've been: Taiwan, Hong Kong, Mexico, Big Sur, the Oregon coast…” If she were to play Jeopardy, she’d win with questions on Great Vacations; Great Restaurants; Great Wines of the World; Great Food; and My Life at the COCPA.
Member Services Representative
Carley welcomes members and the public to the COCPA through face-to-face, telephone, and electronic contact. In addition to helping members gain access to various career-advancing resources, she assists with our Resume Service and digital advertising schedule. Most of the time, you’ll find her - and her infectious smile - at the front desk. Outside of the office, Carley’s hobbies include cooking, playing video games, and helping out at the local animal shelter. This Florida transplant is taking root well in Colorado.
Member Services Representative
Pamela registers and assists members with CPE course registrations along with maintenance of CPE records for classes and registrations. She's most known around the office for always having the best ideas, even when they are technically not hers! On weekends, you'll most likely find her hanging out with two amazing people who she has been "blessed enough to birth, raise, teach, and be taught by" (her kids)!
Member Development Coordinator
Leslie works with COCPA members across Colorado, organizing and attending chapter and Member Connections meetings and events. She also visits Colorado college and university campuses to talk with students about COCPA membership and resources. Her overarching goal is clear: To provide members with opportunities to come together, learn, support, and enjoy each other through group activities. Leslie is known for not being in the office as she’s on the road most days, meeting with members and participating in COCPA events. On weekends, you'll most likely find her doing something interesting somewhere - and often off the beaten path.
Member Services Representative
Stacy very well may be the happiest person on the planet. As Member Services Representative, she assists with registrations, dues, chapter events, student scholarships, and CPE inquiries. She also administers new member onboarding, the referral service, firm rosters, and Student Interview Day. In her free time, Stacy enjoys spending time with family. And while she loves the Colorado area, she really enjoys the times she’s able to travel home to O'ahu, visit old friends, and boogie board. Who wouldn’t be happy as a result?
Peer Review Coordinator
Ask her what she loves, besides her family, and Jill is quick to answer enthusiastically, "My job!" As COCPA’s Peer Review Coordinator, she works with CPAs, firms, and reviewers to comply with the Colorado State Board of Accountancy’s mandatory peer review requirements, fulfilled through the AICPA Peer Review Program. A veteran staff member, Jill also provides backup support for her Member Service colleagues and is our office-wide burst of sunshine, even on cloudy days. Her biography would be titled, The Bio-Epic of Jill Turner. Her best vacation ever: that trip to Hawaii where she went snorkeling. "It was amazing!"