|
Jim Altman
 Jim is
currently an audit senior manager in the Greenwood Village office.
He has worked on and managed a variety of engagements in the
commercial sectors. Experience in the area includes service
and retail, manufacturing, distributors, medical practices, golf
courses and country clubs, constructions contractors.
Additionally, Jim has served as finance director for a national
nonprofit organization and brings experience in strategic planning,
modeling, staff development and organizational management.
(return to top)
Steve Betts
 Steve Betts
is Vice President and Chief Financial Officer of LandBank
Properties, a firm specializing in the redevelopment of
environmentally impaired real estate. Having started his career as
an auditor in Big Six public accounting, Steve also has been a
controller, VP-Finance, and CFO in the financial services and real
estate development industries. He speaks and writes on various
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.
(return to top)
Sheri L. Betzer CPA, CFE
 Sheri L.
Betzer is a licensed Certified Public Accountant (CPA) in the state
of Colorado and a Certified Fraud Examiner (CFE).
Since going into
private practice almost seventeen (17) years ago, she has performed
many forensic accounting assignments, including analyzing and
reconstructing financial records to search for improprieties,
interviewing witnesses, providing written recommendations (including
those for prosecution) and testifying to her investigative results.
Additionally, she has assisted defense attorneys and prosecutors,
and testified, in litigations involving civil and criminal tax
investigations and other white collar crimes. Betzer has completed
numerous embezzlement and financial fraud investigations, as the
forensic accountant retained by the victims, which were litigated
successfully by District Attorney Offices.
Betzer has
fifteen (15) years experience with the Internal Revenue Service
(IRS) and has been an IRS expert witness in criminal tax trials for
the U.S. Attorney in U.S. District Court and civil proceedings in
U.S. Bankruptcy and Tax Courts. For three (3) years she worked as
the technical advisor for IRS District Counsel attorneys, assisting
in the pre-trial preparation of civil tax cases and the review of
IRS criminal cases prior to their referral to the Department of
Justice. Her experience includes giving expert testimony in civil
tax trials for IRS District Counsel in U.S. Tax Court.
The firm of
Betzer, Critchfield & Call., LLP. specializes in, and focuses on,
criminal and civil litigation involving tax and other financial
problems, fraud investigations, forensic accounting, expert witness,
litigation support, economic damages and business valuations.
Betzer has been
an instructor for over twenty (20) years and is the
author/instructor for classes offered through the Colorado Society
of CPA’s which include Looking for Fraud? Forensic Accounting At
Its Best, Practitioners Prepare For The IRS’ Financial
Status Audits, Accountant’s Role in Currency Transaction
Reporting and How to Handle an IRS Civil Examination/Criminal
Investigation.
(return to top)
Richard A. Bond
Mr. Bond has a 25 year
association with a FORTUNE 1000 corporation in Human Resources and
Risk Management. He has extensive experience in Department of Labor
investigations and reviews. He is experienced in labor union
disputes and contract negotiations. He is a frequent seminar
host and guest speaker.
(return to top)
Celia Dietrich, CPA, MBA
Celia has over 10 years of
experience in developing, staffing and executing large strategic
initiatives and system implementations. Focusing primarily on the
implementation of an ERP or custom system, she has brought
organizations through the understanding of the initiative(s) to be
implemented, gained business confidence and successfully transformed
organizations to achieve stated objectives. She served as the
Director of Business Process for a public company (revenues of $8.1
billion) and was responsible for all business facing activities
associated with the implementation of PeopleSoft CRM suite
(Marketing, Sales, Contract Management, Support) and Financial and
Supply Chain Management for Order to Cash across three significant
business units. Associated with that work, Celia defined the
organizational strategies, future state business processes, change
management and communication plan for the implementation impacting
approximately 1,000 employees. She has a deep understanding of the
right sourcing model through her utilization of four separate
onshore and offshore vendors. She was a consultant and an auditor
with a Big Four firm prior to private industry and holds an active
CPA.
(return to top)
Brandon
Eggleston
Brandon is an audit manager based in
Ernst & Young’s Denver office with more than six years of experience
serving health care and health science companies including hospital
providers, foundations, health care insurance companies, physician
groups and biotechnology clientele.
-
Six years of experience serving the Rocky Mountain health science
industry, including rural and community hospitals, multi-hospital
systems, and various other healthcare-related and not-for-profit
organizations.
- Experienced in
health science auditing, accounting, financial reporting –
including SEC reporting,reimbursement and
operational
issues, including OMB Circular A-133 single audit reporting.
- Master of
Accountancy from Brigham Young University in Provo, UT.
- Member of the
Healthcare Financial Management Association, Colorado Chapter
since 2000.
(return to top)
Brad Hams
 Brad Hams, founder
and president of Ownership Thinking, LLC, has been consulting,
speaking and training on the subject of improved business
performance through high employee involvement for over ten years. He
has served as president of Mrs. Fields Cookies for Mexico and has
held senior management positions in a fortune 500 company. He holds
a master's degree in organizational development and human resources
from the University of San Francisco, and is a lifelong student of
business and finance. He is an expert resource for Vistage (the
world’s largest CEO membership organization) and provides workshops
to 40 to 50 CEO groups annually.
(return to top)
Patrick Hellman
Patrick Hellman is currently
the Chief Information Officer at Mercury Companies. Mercury
Companies is a privately held company in the real estate
transactions business enjoying over $1 billion in annual revenue
with over 6,000 employees in over 400 offices. Patrick has over 20
years experience in information technology in both the public and
private sectors. Prior to Mercury Companies he was with JD Edwards
and Company and Peoplesoft holding a variety of senior IT positions
responsible for computer operations, information security, business
operations and service delivery. Patrick has an MBA from the
University of Denver and holds both CISSP (Certified Information
System Security Professional) and CISA (Certified Information
Systems Auditor) certifications.
(return to top)
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.
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.
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.
(return to top)
Mark Ingebritson
Mark is Director
of Corporate Accounting and Financial Reporting at Molson Coors
Brewing Company, and has 18 years of experience working in the
fields of accounting and financial reporting. Having started his
career at Arthur Andersen in Chicago, Mark served as a manager in
the financial reporting group at United Airlines, and also worked as
controller and treasurer of Katy Industries, a manufacturer and
distributor of maintenance supplies, plastic home products, and
electronics. Mark has managed a broad base of accounting and
reporting activities at Molson Coors (and at Adolph Coors Company
prior to its merger with Molson), including consolidations,
technical accounting and SEC reporting. Mark holds a Bachelors
degree in Business Administration with a major in Accounting from
the University of Iowa, and is a CPA licensed in Colorado
(return to top)
Matt Lazzeri
 Matt
is responsible for managing tax advisory and compliance services for
mid- to large-size companies in the Denver tax practice of Ernst &
Young LLP and has six years of experience. His experience includes
working with assisting companies to manage their tax situations
through tax outsourcing
solutions, and
minimizing companies’ overall tax
burdens through proactive tax planning, especially from a federal
and state income tax perspective. In addition, he has extensive
experience in addressing FAS 109 – Accounting for Income Taxes
issues.
Additionally, Matt is the Ernst &
Young University (EYU) education location leader of the Denver
office and has organized and taught several FAS 109 tax training
courses in the Denver office and Pacific Southwest area.
Matt holds a B.S. in Business
Administration and an M.S. in Accountancy from the University of
Colorado at Boulder and is a CPA licensed in Colorado.
(return to top)
Robert (Bob) Lyons
Bob Lyons is
Vice President and Group Leader for the Professional Division of
Global Staffing leader, Kelly Services. Bob, who started the Kelly
Financial unit in 1999, is a staffing industry veteran. His career
spans 23 years working for three of the largest staffing companies
in the world. In addition to Kelly Financial, Bob oversees the
global expansion of Kelly’s legal placement business, Kelly
Healthcare and Kelly Home Care. A recent addition to the Kelly
Professional group is Kelly Fedsecure, which specializes in the
placement of professionals with security clearances. Prior to his
staffing industry experience, Bob sold for the Ethicon division of
J&J and was a Naval Intelligence officer. He holds a B.S. degree in
Marketing from Bryant University in Smithfield, R.I.
(return to top)
Perry J.
Mattern
Perry J.
Mattern is Senior 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.
(return to top)
Paul C. McDonald
 Paul
McDonald is executive director of Robert Half Management Resources,
a division of Robert Half International Inc., specializing in the
placement of senior-level accounting and finance professionals on a
project and interim basis. In
this role, he manages operations for the firm's more than 120
locations in major markets throughout the North America, Europe and
Australia.
A noted
employment expert, McDonald has been interviewed by national media
outlets including CNNfn, BusinessWeek, Time, The
New York Times, USA Today, Bloomberg News and The Wall Street
Journal. McDonald is a speaker and author of articles on topics
including career development, staff management and consulting
trends. He has presented to numerous professional organizations
including Financial Executives International, The Institute of
Internal Auditors, Institute of Management Accountants, American
Institute of Certified Public Accountants, American Association of
Hispanic CPAs and Silicon Valley Financial Management Institute. He
also participated as a panelist for educational broadcasts to state
CPA societies through the Accounting Continuing Professional
Education Network.
McDonald joined Robert Half International in
1984 as a recruiter for financial and accounting professionals in
Boston, following a public accounting career with Price Waterhouse.
Before assuming
his
current role as executive director in
2000,
he
managed Robert Half International’s Western
operations as a district director. Prior to that, he served as
regional manager of the firm’s offices in Southern California. He
holds a bachelor’s degree in business administration with a
concentration in accounting from Saint Bonaventure University in the
state of New York.
Launched in early 1997, Robert Half Management Resources has
experienced strong growth and expansion from a startup to its
current status as a leader in the industry.
(return to top)
Kevin McMahon
Kevin McMahon, founding
partner of The McMahon Company, has been active in the employee
benefit and executive compensation fields for nearly 30 years. He
counsels clients on benefit design, administration, financial
strategy, rate determination, claims analysis, and carrier/vendor
oversight. He has been an active contributor in Colorado, providing
Board leadership to such organizations as the Boulder Chamber of
Commerce, Boulder YMCA, Dairy Center for the Arts, Denver Art
Museum, Mayors Art, Cultural & Film Foundation, and National Western
Stock Show. He graduated from the University of Colorado with a
degree in International Finance.
(return to top)
Brad R. McQueen, CPA
 Brad
McQueen has been involved in public accounting since 1995, serving
public and privately held companies. He has expertise in the
telecommunications, media and high-technology industries as well as
extensive experience in franchising, manufacturing and real estate.
Brad has assisted numerous clients in capital raising activities
(both public and private equity and debt offerings) as well as
ongoing SEC reporting compliance. Brad has a Bachelor of Science in
Accounting from Metropolitan State College of Denver and a Master of
Business Administration – Finance Concentration from the University
of Denver. He is active in a number of industry and community
organizations.
(return to top)
Mathew Perkins
Matthew R.
Perkins is a partner with the law firm of Jacobs Chase Frick
Kleinkopf and Kelley LLC. His practice emphasizes corporate
transactions, including mergers, acquisitions, dispositions, venture
capital, private and public equity and debt offerings, and secured
lending. Before joining Jacobs Chase, Matt practiced in the Denver
office of Ballard Spahr Andrews & Ingersoll LLP and with Holland &
Knight in Florida. Prior to law school, he worked in the audit and
tax groups of Deloitte Haskins & Sells' (n/k/a Deloitte & Touche)
Los Angeles office. This experience provided him with a strong
background in financial accounting and tax issues.
(return to top)
Joseph C. Procopio
Joe is currently a Senior Tax Manager
for Tomkins Industries, Inc. a subsidiary of Tomkins Plc (“Tomkins”)
and is responsible for all US compliance and reporting for Tomkins.
Joe has been with Tomkins for 2 years. Prior to joining Tomkins he
worked in public accounting and private accounting for 17 years
including 11 years with Arthur Andersen LLP and KPMG LLP. Joe has a
Bachelor of Science Degree in Accounting from George Mason
University and a Bachelor of Science Degree in Finance also from
George Mason University and is a licensed CPA in Virginia and
Colorado.
(return to top)
Larry Rosipajla
Larry has 16
years of diverse professional experience in accounting, tax
management, and consulting and is a CPA and CFE. He has previously
held management positions with Jefferson Wells, KeyPoint Consulting
and with PricewaterhouseCoopers’ forensic accounting investigations
practice. Larry’s experience has focused on providing consulting in
civil matters with particular emphasis and specialized expertise in
forensic accounting, fraud investigations, and internal control
evaluations. He has also directed many financial investigations,
which have included FCPA violations, alter-ego analysis, lease/loan
fraud, embezzlements and financial reporting frauds, and has
represented clients in financial reporting matters under
investigation by the SEC and the U.S. Department of Justice. Larry
is a frequent instructor to corporations teaching fraud awareness
and fraud detection/prevention methods. He is a graduate of
California State University Fullerton with a B.A. in both Accounting
and Management Information Systems.
(return to top)
Carol C. Schick
As a Colorado
native, Carol has spent 20 years developing business strategies,
procedures and tactics, while consulting diverse organizations and
business Executives on technology. In the early 1990’s, she and her
partner successfully built and managed a multi-million dollar
technology company on the West Coast. When re-locating back to
Colorado, they formed the basis of her current company, Shared
Information Services.
Shared
Information Services (SIS) was the first company in the U.S. to
utilize Microsoft Portal technology as a Document
Management/Paperless Office solution for companies of all sizes.
SIS was also the first company to take full content capabilities
down to the task level, giving users on-demand access to all
information, no matter what the source is that they need to do their
job or where they are located.
We’ve earned
respect and friendship of CEO’s and Owners of our customers because
of the impact our company has had on their organizations, due to our
single minded focus on their success in understanding their
business.
As portal,
digital and web based requirements have become more and more
prevalent in today’s business environments, Shared Information
Services’ core focus is assisting clients with major business
challenges regarding paper, processes and workflow. The primary
goal of Shared Information Services is to increase our client’s
revenue/profitability and productivity, and reducing operating
expenses through paperless office and workflow solutions, while
providing them with a complete ROI on any investments they make with
Shared Information Services.
(return to top)
Peter B. Scott, J.D., LL.M. (Tax),
AEP, CFP®
Peter B. Scott is an estate
planning and business planning attorney practicing with the Bendelow
Law Firm, Denver, Colorado. He has been engaged in the active
practice of law for over thirty years. Peter is a Fellow of the
Esperti Peterson Institute, a three year post doctoral program in
advanced wealth strategies for high net worth families. He has also
received designations as an Advanced Wealth Strategist Planner,
an Accredited Estate Planner and Certified Financial
Planner™. Peter is an Adjunct Professor at The Academy of
Multidisciplinary Practice, Sarasota, Florida; an Instructor in the
Personal Financial Certificate program at Metropolitan State College
of Denver, a CFP® Board Registered Program; a Senior
Faculty member of the Estate and Wealth Strategies Institute at
Michigan State University; a member of the faculty of the Wealth
Management Certificate Program offered by the Investment Management
Consultants Association; and Co-Dean of the Business College of the
National Network of Estate Planning Attorneys. Peter has been
listed in Who’s Who in American Law.
He received his LL.M. in
Taxation and his law degree from Washington University, St.
Louis, Missouri; and an A.B. in Business Administration and
Economics from Drury University.
Peter is a frequent instructor at
continuing education programs throughout the country for insurance
and financial professionals, attorneys and accountants.
Peter is also a contributing
author to the book, Love, Money, Control: Reinventing Estate
Planning, recently published by Quantum Press. Love, Money,
Control is the product of a national research and writing
project that involved the knowledge, ideas and expertise of 69 of
the most talented estate planning authorities from across the United
States. He is currently writing his second book entitled,
Fundamentals of Estate Planning, scheduled to be released in the
fall of 2006 by Bradford Publishing, Inc.
(return to top)
Kathleen A. Sullivan
Kathy is currently the Vice President, Tax for Tomkins Plc
(an international engineering
business listed on the London (TOMK) and New York (TKS) stock
exchanges). She has been with Tomkins for 15 years. Prior to Tomkins
she was with Arthur Andersen & Co. for 10 years. She has a Bachelor
of Science Degree, emphasis in Accounting from the University of
Missouri. She obtained her CPA in Missouri.
(return to top)
Nick Warnick
Nick is the Audit Manager in Risk
Management at Western Union. Previous to that, he
was a Manager in the Assurance and Advisory Business Services
practice where he had been a member of that practice for five years.
Nick was involved primarily in the technology and healthcare
industries and worked with multiple SEC registrants in regards to
their financial statement audits and compliance with Sarbanes-Oxley
Section 404.
Nick
received his Masters of Accounting degree from Brigham Young
University and has been a Certified Public Accountant for five
years.
(return to top)
Robert White
 Robert White is
a frequent keynote speaker and workshop leader on organizational
leadership, successfully handling rapid change, entrepreneurial
success and being more personally effective.
Robert’s experience encompasses over thirty years in the training
and human resource development industry. He was president of Mind
Dynamics Inc., a pioneer of personal growth seminars, and was
founder and president of Lifespring, Inc. He was founder and
chairman of ARC International from 1978-2001 and worked closely with
its corporate and individual clients throughout Asia, South America,
Europe and North America. ARC International, under Robert’s
leadership, graduated over 500,000 participants from its high impact
experiential seminars.
Robert White has “turned on” and inspired diverse groups including
United Telephone, JPMorganChase, the Young Presidents Organization (YPO),
the World Business Academy, The American Chamber of Commerce in
Japan and Hong Kong plus Rotary Clubs from Aspen to Singapore. His
presentations always include some experiential exercise that engages
audience participation and deepens learning.
Robert was elected a Fellow of The World Business Academy in 1999.
The World Scout Foundation honored Robert as a Baden Powell Fellow;
he is co‑author of the award winning photo essay book, One World,
One People; and author of Living an Extraordinary Life,
currently in its third printing.
Helping others to develop extraordinary personal leadership
abilities, capacity and effectiveness is Robert White’s personal
mission. His interests include following current events, reading
history and philosophy, being with his eight children and enjoying
live music in many forms.
You can learn more about Robert and sign up
for his free monthly e zine “Powered by Possibility” and weekly “An
Extraordinary Minute with Robert White” at:
http://www.ExtraordinaryBook.com
(return to top)
Kevin Woolery
As Lead Technical Architect
for Shared Information Services, Kevin Woolery designs and
implements paperless technology solutions for the company’s clients.
Woolery, who joined Shared Information Services in January 2006, is
responsible for designing systems that improve work flow, reduce
operational costs and makes key business information available
across the enterprise to drive more responsive and better informed
business decisions.
Prior to Shared Information
Services, Woolery was Assistant Director of Information Technology
for the Society of Radiologic Technologist. Central to his
accomplishments within that organization was his role as Project
Manager of a successful enterprise wide initiative to implement a
cohesive and fully integrated Knowledge Management system that
improved work processes and fully exposed key business intelligence
across all organizational channels.
Woolery also served as Lead
Systems Engineer at Gap, Inc, where he was responsible for worldwide
desktop engineering solutions. While in that role he designed and
implemented the company’s first worldwide software distribution
system which in the first year of use reduced desktop TCO by 30%.
(return to top)
|
