Steve Betts, CPA

Steve Betts is Vice President and Chief Financial Officer of LandBank Group, a firm specializing in redevelopment of environmentally impaired real estate.  Steve worked several years in Big Six public accounting prior to working in the financial services, homebuilding, and real estate development industries.  He speaks and writes on topics addressing the dynamics of leadership, management, and ethics in today’s business environment.  Steve holds Masters and Bachelors degrees from the University of Denver, and is a licensed CPA.

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Aaron R. Eisenach, LTCP, CSA

Aaron R. Eisenach is a Long-Term Care Insurance (LTCI) specialist with Krieger & Associates, Inc., a firm specializing in long-term care insurance since 1988.  A certified Long-Term Care Professional and Certified Senior Advisor, Mr. Eisenach is a broker representing many of the top insurance carriers available. He is a member of the American Association for Long-Term Care Insurance, the Adams County Aging Network, and is the past Chairperson of the Brighton Council for Seniors and Disabled.

Mr. Eisenach speaks to community organizations and businesses across Colorado, such as Ball Aerospace, Lockheed Martin, Jefferson County Schools, State of Colorado employees, University of Colorado, and the University Seniors Association. Recently, he was selected as the exclusive agent for the employees of Regional Transportation District (RTD), the agent for the members of Rocky Mountain Farmers Union (RMFU), and was the 4^th best-selling agent in the nation for a Top 3 insurance company.  He also teaches continuing education and licensing courses to other insurance agents, CPAs and financial planners regarding LTCI.

His passion for educating consumers about LTCI began when his grandfather developed Alzheimer’s in his late 40s.  Now Aaron’s own father suffers from the disease, beginning in his late 50s. A native of Colorado, Aaron and his wife, Cheryl, enjoy four children at their home east of Brighton. An active church life, coaching little league sports, and helping his children with 4-H projects are a few of the activities that take up his free time.

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Richard Engel

For more than ten years, Richard has created and implemented business intelligence, analytic, and planning solutions for Fortune 1000 companies. Richard’s client base includes First Data Corporation, the Clorox Company, Samsonite, and Del Monte Foods.

Prior to founding CTech, Richard served as Practice Manager for Hyperion Solutions’ Essbase division where he was responsible for quality assurance, consultant best practices and technical excellence at client implementations.

Previously, Richard established the Denver office of Think Fast Solutions, a Hyperion Gold partner. Richard also worked for A-Cube Solutions, where he led Essbase implementation projects focused on budgeting and planning solutions. 

Richard is a Certified Hyperion Professional in Essbase (versions 4 through 6).  He is also a co-founder of the Business Intelligence Group in Denver CO.  Richard holds an MBA in International Finance (with honors) from Santa Clara University and a bachelor’s degree in Accounting and Finance from the University of Colorado. Richard is also a licensed CPA.

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William L. Exeter

William "Bill" L. Exeter has been with TransUnion Exchange Corporation since May of 2002 and is President and Chief Executive Officer of TransUnion Exchange Corporation and TransUnion Reverse Exchange Corporation and Senior Vice President of TransUnion Title Insurance Company. 

Mr. Exeter has direct responsibility for the national 1031 exchange and specialized holding escrow operations.  He has been in the financial services industry since 1980. He entered the 1031 exchange industry in 1986 and has written and lectured extensively on tax-deferred, like-kind exchange transactions pursuant to Section 1031 of the Internal Revenue Code and tenant-in-common properties, brokers and sponsors or syndicators pursuant to Revenue Procedure 2002-22. 

Immediately prior to assuming management responsibilities for TransUnion Exchange Corporation, Mr. Exeter served for 13 years as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California, an independent trust company, and its 1031 exchange operating subsidiary, one of the oldest and largest nationwide 1031 exchange Qualified Intermediaries. He has administered in excess of 60,000 1031 exchange transactions throughout the nation during his career.  In addition, he served as a senior executive with two 1031 exchange companies in the 1980s during the 1031 exchange industry’s infancy, and is one of the founding members of the Federation of Exchange Accommodators.  Knowledgeable in all facets of our business, Mr. Exeter’s professional experience includes 1031 exchange, title insurance and escrow services (including specialized escrow services), trust and retirement account administration, trust operations, investment management services, commercial banking, and insurance administration.

Mr. Exeter is involved with numerous professional organizations including, COREnet Global, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, and SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association, Federation of Exchange Accommodators. He also believes very strongly in being involved with community organizations such as the Child Abuse Prevention Foundation, and is currently serving on the board of directors for the Senior Community Centers of San Diego.

Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting and the Canon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. He is currently working toward his Certified Commercial Investment Member (CCIM) designation.

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Gary Fleischman, Ph.D.

Gary Fleischman holds a Ph.D. in accounting from Texas Tech University. He also holds the CPA and CMA certificates and is a past treasurer with the IMA (Chattanooga, Tennessee chapter). He has work experience at Deloitte and Touche as a senior tax adviser in addition to ten years of teaching experience at the college level, five years at the University of Tennessee at Chattanooga and five years at the University of Wyoming. Gary’s primary area of teaching is in taxation as well as accounting and entrepreneurship.  Gary has a number of publications, and some of the outlets include The International Journal of Accounting, Journal of Business Ethics, Journal of Accountancy, The CPA Journal, and the Tax Adviser. 

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Bill Hubbell

 Bill is an experienced senior executive with a background in Finance, Marketing and Operations for multinational companies in both manufacturing and service industries.  His career spans thirty years and includes a wide range of assignments in industry and with management consulting firms.  Bill is currently a Business Productivity Group Manager for Microsoft.

 PROFESSIONAL ACTIVITIES AND AFFILIATIONS

Bill is an Adjunct Faculty member of the School of Accountancy at the University of Denver and an instructor in management and finance the University of Phoenix.  He is also a past instructor for the Activity Based Cost Management course offered by the American Productivity & Quality Center in Houston, Texas.  A frequent speaker, Bill is regularly invited by national and international associations to speak on topics such as cost management, Value Based Management, performance measurement and direct marketing. He is a member of Financial Executives International, Institute of Management Accountants and the Direct Marketing Association.

EDUCATION 

Mr. Hubbell graduated with honors from the University of Southern California with a BA in Economics.  He received an MBA in Finance and Accounting from the University of California at Los Angeles.

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Heather King

Heather has over nine years of experience serving clients in a variety of industry sectors, including semiconductors, computer peripherals, life science, service and retail.  During her career, Heather has served both public and private companies, ranging in size from start-up to multinational companies.  Her palette of experience includes initial public offerings as well as follow-on offerings, debt offerings, SEC reporting, acquisitions, Sarbanes-Oxley related activities and international coordination.

Heather began her career with Ernst and Young in the San Jose, CA office, during which she has served a variety of pre-IPO companies, mature public companies as well as established multinational companies such as Seagate Technology, Siliconix, Incorporated, Symyx Technologies, and Celeritek, Incorporated.

Since moving to Denver, she has transitioned onto a variety of companies including Sirenza Microdevices, Sun Microsystems, Wild Oats Markets, and First Data Resources, a division of First Data Corporation.

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Victoria J. Marschner, CPA 

Professional Certification
Certified Public Accountant, Colorado

Education

B.S., Business Administration, Colorado State University, 1974Master 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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Perry J. Mattern

Perry J. Mattern is a Vice President – Investments and Certified Financial Planner^® with A.G. Edwards & Sons, Inc. working with high net-worth clients in the areas of Portfolio and Investment Management, Financial, Estate, and Charitable Planning.  He received his B.B.A. with a major in Financial Management from the University of North Dakota and completed his CFP^® coursework through The American College.

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Lisa Metcalfe

Lisa Metcalfe is a Partner with Tatum Partners, the only national professional services firm that provides financial and technical leadership at the executive level.  Our 450 partners, all highly successful CFOs and CIOs, bring depth of both real operating and transition experience to our clients, which range from emerging growth companies to large multinational corporations.  Ms. Metcalfe has more than 17 years of experience in technology and operational leadership in a variety of work environments including the profit, non-profit, and political sectors. She has served as the Vice President and Chief Technology Officer at Avista Advantage and the Vice President and Chief Information Officer at Washington Gas. She has also served in an executive position at the National Wildlife Federation. As a Tatum Partner, Ms. Metcalfe uses her extensive CIO background to accelerate companies through transition.

Ms. Metcalfe is known for her high-energy, collaborative approach with an engaging public speaking style. She speaks on topics surrounding the business and technology ramifications of corporate directional change.  She holds a B.A. in Political Science from the University of Washington and an M.S. in Administrative Sciences/ Management Information Systems from The George Washington University. Ms. Metcalfe has served on the Board of Directors for educational, youth, and environmental causes.

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King Nelson


King Nelson is a Technology Leadership Partner in the Denver practice of Tatum Partners. King is a business-focused team builder, strategic planner, architect, and implementer of state-of-the-art e-business infrastructures. He has directed over 100 major information technology projects.  King’s professional career includes twenty years as a senior corporate information services executive in five different industries. He has served as the CIO or senior IT executive for the Earth Tech Division of Tyco International, the American Diversified family of companies, M/A-COM’s Linkabit Division, CCH Computax, and Warner Bros. King also was the Director of a Federal government computer evaluation and selection office, and he founded and then served for seven years as President of the Metametrics Corporation, a computer services firm. King holds a B.S. degree from Carnegie-Mellon University and an M.S. from Carnegie-Mellon's Graduate School of Industrial Administration.

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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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Ronald O. Reed, Ph.D., CPA

Ron is a Professor of Accounting at the University of Northern Colorado (UNC) and received his Ph.D. in accounting from Texas Tech University and his B.S. and M.S. degrees in accounting from the University of Illinois-Champaign-Urbana.  He has been on the accounting faculty at UNC since 1988.  Prior to being at UNC, Ron was on the faculty at the University of Colorado, Boulder, Texas Tech University, Ferris State University, and the University of Illinois, Champaign-Urbana.

Ron has worked in public accounting with two of the big-six CPA firms: Ernst & Young and KPMG Peat Marwick.  He has consulted with numerous small businesses and has developed and delivered a number of continuing professional education courses.

Ron primarily teaches in the auditing and financial accounting areas of accounting.  He also has taught accounting information systems courses.  He has a strong interest in international accounting issues.  In the Spring and Summer 1995, he taught in the MBA program at the Private Institute for International Business Studies (IIBS) in Munich, Germany.  He has received numerous outstanding teaching awards, including the CSCPA’s, Outstanding Accounting Educator Award in 1998.

Ron’s primary research interest is in auditing issues related to the public accounting profession and accounting education issues.  He has published numerous articles in a wide range of journals including, The Journal of Accounting Education, The CPA Journal, The Financial Executive, The Journal of Accounting Perspectives, The Journal of Applied Business Research, The Journal of Business Education, and The Journal of Business Finance and Accounting.  He has made numerous presentations at professional accounting educator’s meetings including, the American Accounting Association, the Colorado Society of CPAs Educators Meeting, and the Institute of Decision Sciences.

Ron is an active member in the accounting profession.  He is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (CSCPA), and Financial Executive International (FEI).  He currently serves as one of six directors on FEI‘s Western Area Leadership Board and is a current Board member and Past-President of the Colorado Chapter of the FEI.  He is also on the Board of Trustees and serves as vice-chair of the CSCPA Education Foundation.  He serves on several AICPA committees and task forces.  He is active with the Professional Accounting Association and Beta Alpha Psi, the honorary accounting organization at UNC.

He enjoys golfing, hiking, and spending time with his family. He enjoys traveling and attending Colorado Rockies Baseball games.

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Nancy S. Roecker

Nancy (Nan) Roecker is an independent management and technology consultant with over 15 years of senior management experience in organizations serving the aerospace, defense, education, manufacturing, real estate, and telecommunications industries.  Having held leadership positions in companies at all stages of evolution, from startup businesses to Fortune 500 organizations, Nan has been responsible for strategy, business development, marketing, technology, product management and business operations. Nan began her career at Olin Corporation and Hughes Aircraft, where she served in financial analysis, accounting and program management positions.

Nan received her M.B.A. in Engineering Management from the University of Dallas and a B.S. in Marketing from the University of Missouri.  She is a member of several professional organizations, serves as an advisor to early stage companies, and was the founder of the Forum for Women Entrepreneurs in Texas.  In addition to being a presenter on business performance and benchmarking, Nan has spoken about business acumen and the role of technology in growth-oriented organizations at association meetings across the country, including conventions sponsored by Business Week and the Women Presidents Organization.

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Patrick A. Schilken 

Patrick A. Schilken  received his undergraduate degree from the University of Northern Colorado and graduated from the University of Denver, College of Law.  He is admitted to practice in the States of Colorado and Nebraska and is a member of the American and Nebraska Bar Associations.  He concentrates his practice in probate, farm and ranch transition and estate planning, and small business entities.  Patrick is an adjunct professor at the University of Denver, College of Law in the Masters in Legal Administration Program.

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Glenn D. Sharpe CPA, CMA, MBA

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Jud Snyder

With over nine years of experience, Jud is an audit senior manager focused on providing assurance and business advisory services to public and privately-held companies ranging from start-ups to established multinational companies. He has experience dealing with capital markets transactions and registration statements, complex revenue recognition matters, stock-based compensation accounting and reporting, business combinations, system implementations and the rapidly changing accounting and reporting landscape.

Since relocating to Denver in 2004 from Ernst & Young’s Walnut Creek, CA office, Jud has primarily served First Data Corporation. Jud holds a Bachelor of Science degree in accounting from the University of Missouri, and he is a member of the AICPA, the Colorado Society of CPAs and the California Society of CPAs.

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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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DAN THURMAN, CGFM 

Dan Thurman is Chief Financial Officer of U.S. Department of the Treasury Franchise Business Activities - FedSource.  From its nine office locations across the country, FedSource provides a variety of administrative services to federal agencies both nationally and worldwide.  FedSource is a federal organization that operates like any other competitive business.  FedSource annual earnings will exceed one Billion dollars in 2006. Dan assumed his current position in July 2005.

Prior to joining the senior staff of FedSource, Dan was teaching Federal Appropriations Law, Federal Budget courses, Federal Accounting courses, and Strategic Management courses for all government agencies.  Dan served for a brief period as a Systems Accountant on an Internal Controls Review Team for the U.S. Department of Education; six years as Regional Director and National Student Programs Manager for the Institute of Management Accountants; Senior Associate for Finance and Administration at Pikes Peak United Way; and he served twenty-two years in the United States Air Force.  In the Air Force, Dan served eleven years in Budgeting, Cost, Financial, and Management Analysis.  He developed, justified, and implemented budgets ranging from $500 Million to $4.5 Billion.  Dan served eleven years on the faculty of the United States Air Force Academy, where he taught accounting, marketing, general management theory, and strategic decision analysis and implementation.

Dan has served as an adjunct professor since the mid-seventies, and has developed courses and taught for the University of Alabama, University of Colorado, Colorado College, Denver Technical College, and Pikes Peak Community College.  He has developed and presented national seminars and workshops, and has received numerous prestigious awards for his outstanding teaching.  Dan is particularly noted for his national presentations on leadership, diversity, cross functional teaming, and contemporary management philosophy.

Dan holds the Bachelor of Science in Business Management from Tuskegee University, the Masters of Business Administration from the University of Dayton, and has completed all postgraduate studies except the final paper towards the Ph.D. in Accounting and Strategic Management at the University of Alabama.

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Sean Valentine, D.B.A. 

Sean Valentine holds a D.B.A. in management from Louisiana Tech University. He was formerly a restaurant supervisor with Hyatt Hotels and Resorts and an officer in the Army National Guard, and he has ten years of collegiate teaching experience with Louisiana Tech University, Lamar University, and the University of Wyoming. Sean’s primary areas of teaching include organizational behavior and business ethics. His research has appeared in journals such as Human Relations, Journal of Business Research, Journal of Business Ethics, and Journal of Personal Selling & Sales Management.

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John White, PhD, CPA, CISA

Dr. White teaches financial accounting to MBA students and database accounting systems and IT auditing to Masters of Accounting students in the Daniels College of Business at the University of Denver.

Dr. White owned and operated a CPA firm specializing in accounting information systems for 17 years and currently consults in database accounting software systems design, implementation, and operation for several for-profit and not-for-profit firms.  He has also served as Vice President of Finance and Information Systems for organizations in the higher education and construction industries.

Dr. White holds BS and MS degrees in Engineering from the Colorado School of Mines, an MBA from the University of Denver, and a PhD in Economics from the Colorado School of Mines.

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William L. Yeates, CPA, National Director of Audit Services

Bill has 30 years of experience working with public companies in the areas of financial reporting, transaction structuring, capital formation and business development activities. His specialized SEC experience has enabled him to provide meaningful advice regarding transactions critical to his clients’ success.

Bill has assisted public companies of all sizes raise capital through initial (IPO) and secondary public offerings.  Bill’s specialty in the area of Securities and Exchange Commission reporting experience has provided critical guidance to both his public company clients and those considering a future public or private equity or debt offering. He has provided important consultative support in the planning, structuring and completion of major transactions, including mergers and acquisitions. This assistance has allowed clients to achieve important synergies, operating efficiencies and improved financial performance.

In 2003, Bill was appointed as a member of the executive committee of the Center for Public Company Audit Firms. This body has been established by the American Institute of Certified Public Accountants (AICPA) to respond to a new era in public company accounting. Bill’s membership in this important body keeps the firm on the cutting edge of important changes affecting public companies and provides a forum for clients’ questions and concerns.

Bill serves as the National Director of Audit Services for HEIN & ASSOCIATES LLP. Prior to joining the firm in 1979, Bill was with Price Waterhouse Coopers for six years.

 About HEIN & ASSOCIATES LLP

HEIN & ASSOCIATES LLP is a full-service accounting and advisory firm with offices in Denver, Houston, Dallas, Southern California and Phoenix. Founded in 1977, the firm provides a broad range of accounting and business advisory services to companies of all sizes and in a variety of industries. The firm is the largest accounting firm based in the Rocky Mountains and the third largest in the West.  It also ranks in the top 10 of CPA firms nationally in the number of SEC clients served. 

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