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Jan Baller
Your session leader is Jan Baller,
President of POTENTIAL PLUS+. Jan has been in business for herself
for 25 years, accumulating expertise in building high performance
teams, and helping leaders develop skills in
creating high-performance, high-responsibility, high-involvement
environments. She has worked with many of our nations' premier
companies-I.B.M., Hewlett-Packard, StorageTek, First Data
Corporation, J.D. Edwards, Sears Roebuck, Walmart, Lennox Furnaces,
Maytag, the U.S. Inspector General Office, Department of the
Interior, Western Gas-and many other public companies. She also
teaches classes for the Colorado Society of CPA's in Colorado and
across the nation and is always highly evaluated as an
enthusiastic, knowledgeable, and entertaining speaker.
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Donna Cohen
Donna
L. Cohen, Managing
Partner, brings sales and management theory into reality by applying
25+ years of successful sales, sales management, and executive-level
management and training experience in the corporate arena with such
companies as Quark, Inc., Customer Insight Company/Experian, Lotus
Development Corporation and Philips Information Systems. Her
consistent record of significant contributions to profit levels and
productivity has earned her top performing Branch Manager and top
ranked Sales Representative honors. During her five years as Vice
President of Sales (The Americas) at Quark, Inc., Donna helped lead
her Division from $7M to approximately $70M in sales.
Donna holds a B.A. Degree from the
University of Maryland and is active in professional and community
organizations including the South Metro Denver Chamber of Commerce
as former President of the Chairman's Club/Volunteer Core for two
consecutive years. Donna qualified as a Finalist for Outstanding
Women in Business sponsored by the Denver Business Journal and the
National Association of Women Business Owners (2002). She is a
former President of the Colorado Association of Professional
Saleswomen and has participated on the Membership Committee of the
Colorado Software & Internet Association (CSIA.) Cohen is a
nine-time repeat guest on You, Inc. (Knowledge TV channel) a Jones
Intercable production discussing innovative sales strategies and
issues and is a nationally recognized speaker.
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Wayne E. Harding, CPA
Wayne Harding is the COO for Global
Staffing Connection. Previously, he was the CEO for AccTrak21 –
USA, a business software company. He oversaw the introduction of
AccTrak21 products into the US market which included the signing of
a large distributor projected to produce multi-million dollar annual
sales of AccTrak21 products. He holds an active CPA license in
Colorado and is also a CITP (Certified Information Technology
Professional) and is a past president of the Colorado Society of
CPAs. Prior to AccTrak21, Mr. Harding served as a senior director
with CPA2Biz and as a vice president with Great Plains from 1989 -
2000. His past employment includes his own CPA firm, KPMG and
Deloitte & Touche. He received a B.S. in Business Administration
and an MBA from the University of Denver. Mr. Harding is the
recipient of the prestigious AICPA Special Recognition Award for his
involvement in the XBRL project. He also serves on the AICPA
Council. Mr. Harding’s articles are published in numerous
professional journals, magazines, and newspapers including the
Journal of Accountancy, Accounting Technology, and P C
Magazine.
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JACK W. HARRIS
Jack W. Harris is Principal of
Harris & Associates, P.C., a Certified Public Accounting firm
registered in the state of Colorado. Harris & Associates, P.C.
maintains a niche practice limited to consulting and expert services
predominantly in the construction, real estate, insurance and
related industries.
Mr. Harris has 25 years
professional experience and has worked on numerous domestic and
international projects. Prior to his 11 years as Principal of Harris
& Associates, P.C., Mr. Harris held managerial internal audit and
controller positions with Peter Kiewit Sons’, Inc. and E.F. Hutton &
Co. Mr. Harris began his professional career with the San Diego
office of Touche Ross & Co. (now Deloitte & Touche).
Mr. Harris has extensive
experience in construction contracting, financial management,
internal auditing, accounting, damages, cost, and dispute
resolution. He provides auditing, accounting, damages and cost
expertise on dispute resolution and consulting engagements on behalf
of owners and contractors throughout the construction industry.
Construction engagement
experience includes a wide range of projects, including
infrastructure and transportation projects (tunnels, highways,
pipelines, viaducts, airports, and rail), power plants
(co-generation, geothermal and hydroelectric), process
(petrochemical plants, coal mining and wastewater treatment plants),
buildings (hotels, resorts, casinos, museums, apartments and
offices), telecommunications projects (cable and fiber optic),
offshore structures, and other special projects (golf courses).
He has directed expert
engagements throughout the US and in Canada, Mexico, Denmark,
Holland, Argentina, Spain and Saudi Arabia.
As Principal, Mr. Harris has
supervised and performed numerous audits, expert analyses and
calculations involving issues of cost impact, cost reporting, claims
cost damages, quantification, lost profits, cost-to-complete, home
office costs, lost revenue, business interruption, operational
costs, interest calculations, foreign currency exchange, and others.
Mr. Harris has provided expert
witness testimony on a number of litigation and arbitration cases.
EDUCATION:
M.B.A., Finance, University of
San Diego, San Diego, California
B.S., Accounting, San Diego State
University, San Diego, California
CERTIFICATIONS:
Certified Internal Auditor
Certified Public Accountant
Certified Fraud Examiner
PROFESSIONAL SOCIETY AFFILIATIONS:
The Institute of Internal
Auditors
American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants
Association of Certified Fraud Examiners
Association For The Advancement of Cost Engineers
National Association of Certified Valuation Analysts
PRESENTATIONS AND
PUBLICATIONS:
Cost Verification Methodology
– Presented to the Association For The Advancement of Cost
Engineers, Rocky Mountain Chapter – March, 2004; Denver,
Colorado
Cost Validation
Methodology-New Systems Implementation – Association For The
Advancement of Cost Engineers – Technical paper submitted for
publication January, 2004. To be presented at the AACE Annual
Meeting, June, 2004 in Washington, DC.
Claims Preparation Workshop
– American Institute of Certified Public Accountants -
Presented the Technical paper at the AICPA National Construction
Industry Conference December 11th and 12th,
Las Vegas, Nevada
Claims Preparation Workshop
– American Institute of Certified Public Accountants –
Technical paper submitted October, 2003
Practical Analyses In Proving
Damages – Association For The Advancement of Cost Engineers
– Presented at the AACE June, 2003 Annual Meeting, Orlando, Florida
Construction Fraud: “Beware
The Facilitator” – Technical paper submitted for publication
May, 2003 to the Association of Certified Fraud Examiners
Practical Analyses In Proving
Damages – Association For The Advancement of Cost Engineers
– Technical paper published June, 2003
Working With Other Experts –
The Accountant’s Viewpoint – Presented to the Colorado
Society of Certified Public Accountants – Litigation Support
Conference - 1998
Construction Contract Auditing
– Presented to the Associated General Contractors – Omaha,
Nebraska Building Chapter – Series of presentations in 5 cities
throughout Nebraska - 1995
Construction Contract Auditing
– Presented to The Institute of Internal Auditors – Des Moines,
Iowa Chapter – 1995
Construction Contract Auditing
– Presented to The Institute of Internal Auditors – Omaha,
Nebraska Chapter - 1994
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Liza Lidke, CFC, CSA
Lisa Lidke,
CFC, CSA is CEO/President of FlexMagic Consulting, Inc. and Lidke &
Associates, Inc. She is a nationally recognized expert on both
Flexible Benefit Plans and other benefit programs tailored to fit
various stages of life. She is the author of Your Guide to Child
Care Savings (1986, rev. 1995). Ms. Lidke is a frequent speaker
on “Family Friendly” benefits and has been a guest on the Today
Show and quoted in the Wall Street Journal, Working
Mother Magazine, and CFO Magazine. She also served on
the Business Advisory Council in 2003 representing the views of
Coloradoans.
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Deanna Longo
Deanna
Longo is the Trainer for the Colorado Department of Revenue,
Taxpayer Service Division, Public Information and Education Section.
Deanna graduated with a BA from the University of Northern Colorado
in Greeley, Colorado. She has worked for the State of Colorado for 6
years holding positions at the Taxpayer Service Division Call
Center; Tax Audit and Compliance Division, Fair Share Section, and
the Public Information and Education Section. Her primary
responsibility is the education of taxpayers, tax professionals,
business owners and Department of Revenue employees. Deanna has been
conducting training, presentations and participating in seminars
over the past two years for AARP, VITA, IRS, Denver Payroll
Association, ASWA, Colorado CPA Society, NATP and the Division of
Property Taxation.
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Victoria J. Marschner, CPA
Partner
Professional Certification
·
Certified
Public Accountant, Colorado
Education
·
B.S.,
Business Administration,
Colorado State University, 1974
·
Master of
Taxation, University of Denver, College of
Law, 1986
Areas of Experience
·
Audits,
small businesses and non-profit organizations
·
Corporate
and partnership tax planning and preparation
·
Estate
planning and inheritance tax return preparation
·
Tax research
and opinion
·
Partnership
tax accounting
·
Business
consulting
·
Tax
accounting, corporate and partnership tax accounting and financial
accounting instructor
Professional Organizations
·
American
Institute of Certified Public Accountants
·
Colorado Society of Certified
Public Accountants, Past Director and Past President, Educational
Foundation
·
Department
of Accounting, University of Northern Colorado,
Advisory Board
Civic Organizations
·
Boulder Rotary
·
Boulder Library Foundation -
Treasurer
·
Alpha Chi
Omega - Advisor and Treasurer,
Boulder, Colorado
Employment History
·
Joined
Clifton Gunderson, 1997
·
Promoted to
Partner, 2003
·
Hawkins &
Company, Shareholder, Boulder, CO, 1990 - 1997
·
Rhode,
Scripter & Associates, Tax Senior, Boulder, CO, 1988 – 1990
·
University of
Colorado at Denver, Business and Tax
Instructor, Denver, CO, 1987 - 1988
·
Price
Waterhouse, Tax Associate, Denver, CO, 1986 - 1987
·
Accounting
Practice, Denver, CO, 1980 - 1984
·
Venture
Capital Firm, Assistant Controller and Project Accountant,
Palo Alto, Calif., 1975 - 1979
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Kevin O. O'Brien, CPA, JD
Kevin O’Brien is a CPA and attorney
teaching as an associate professor in the Business Ethics and Legal
Studies department of the Daniels College of Business. He has an
advanced degree in taxation at New York University and served as a
revenue agent for the Internal Revenue Service. His research
interests involved professional ethics, legal liability associated
with employment decisions, whistle blowing, technology/electronic
commerce, Sarbanes-Oxley compliance, and the science of teaching.
Professor O’Brien teaches principally the portal Values Based
Leadership course that analyzes the key executive decisions from
ethical and legal points of view.
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Peter Quinn
Peter Quinn
is the Vice President of Equity Retirement Sales. He is responsible
for promoting and supporting the sale of Guardian’s Equity products
through the various types of retirement programs.
Peter has 23
years in the pension industry. His experience includes delivering
presentations about the numerous advantages of retirement plans at
agency, company and industry meetings across the country.
He has
degrees in Business, Finance, and in Economics. Currently he lives
in Chatham, New Jersey with his wife and three children.
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Ellen Schulz
Ellen Schulz, founder and
President of Next Level Results Inc., providing scientific solutions
to hire, retain, and develop top producers. Ellen is Executive
Coach for Executives and High Potentials, Regional Director of Women
in Technology International-Denver Chapter 2000, Certified Behavior
and Values Analyst, Professional Speaker-Colorado Speakers
Association., Women's Vision Foundation and mother of two teenagers
(which is my most challenging leadership assignment-to date).
Executive MBA, graduated at
the top of my class, Colorado State University (Fortune Top 50
Business School). B.A. in Psychology and Greek (they are more
similar than you might think). Client list includes: Chevron,
Pacific Gas and Electric, Texas Instruments, NEON, Hewlett Packard,
American President Lines, Ltd., AT&T, US Dept of
Education-Washington D.C., Time Warner, Hyatt, MWH, Chase
Manhattan, Great-West Healthcare, and many more. She is described
as crisp, warm and humorous. Buckle up!
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Glenn D. Sharpe CPA, CMA, MBA
Recruiting manager with Robert
Half International in Denver, Colorado. Glenn is professional with
twenty-two years of industry/public experience.
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Marilyn Sudbeck
Marilyn Sudbeck was a retail
business manager for a small store for 10+ years. She has worked in
large corporations including Public Service, Gates Rubber Company
and Kinder Morgan. She has subsequently formed her own company
specializing in QuickBooks training and support for QuickBooks
financial software and QuickBooks Point of Sale software.
Marilyn has a BA in Math
Education from the University of Nebraska, and a Master’s degree in
Advertising Management from the University of Denver. Marilyn is a
QuickBooks Certified ProAdvisor, QuickBooks Point of Sale ProAdvisor
and a member of the QuickBooks Retail Solutions Provider Program.
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Tim Sullivan
Tim Sullivan is the owner and
lead consultant for TRS Network Professionals, LLC, a technology
consulting company serving small businesses and nonprofit
organizations in the Denver Metro area. Mr. Sullivan has been
working as a technology consultant and trainer for over six years,
providing services such as technology and security assessments along
with network installation, support and training.
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Gordon Yale
Gordon Yale is the president of Yale
Group, Inc., a Denver-based investment bank and consulting firm and
of Yale & Company, a Denver-based forensic accounting firm which
specializes in securities and audit negligence matters. Mr. Yale is
a former securities analyst, has served as a special investigative
consultant to the Securities and Exchange Commission, the states of
Colorado and Hawaii, and as an expert for both plaintiffs and
defendants in many civil matters. Mr. Yale has extensive experience
analyzing debt and equity securities and has completed or assisted
in the completion of many debt and credit-enhanced debt
transactions, both public and private, exceeding $500 million. Mr.
Yale has advised municipalities, bankruptcy committees and investors
on debt issues. Mr. Yale has written frequently for both business
publications and professional journals. Mr. Yale has also taught
financial analysis to various law enforcement agencies, law firms
and accountants and currently is an adjunct faculty member at the
University of Denver.
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