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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. Jim was the recipient of the 2006
Colorado Socity of CPAs' "CPAs Who Make a Difference" awards.
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Robin Baker
 Dr.
Robin Baker has more than 15 years of experience conducting research
in workforce, family, juvenile justice, gender and minority issues.
At the Bell, Ms. Baker focuses on TABOR, affordable housing, health
care, minority and gender issues.
Prior to coming to Bell, she
founded and was director of the Mesa State College AmeriCorps
Project in Grand Junction and taught courses in sociology and human
services at Mesa State College. Robin grew up in Hotchkiss, on the
Western Slope.
Ms. Baker holds a BA in
Sociology from Mesa State College, an MA in Sociology from Utah
State University, and a PhD in Social Work from the University of
Denver.
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Roy Becker
.jpg) Roy Becker is considered one of
the leading experts in International Trade and Banking. He has spent
the majority of his corporate career working in the international
departments of several major banks. During that time, he worked
directly with importers and exporters consulting on the intricate
banking needs associated with international trade. Companies both
large and small hire him to help them reduce risk and improve cash
flow for their international transactions.
Roy serves as adjunct faculty in
the International MBA programs at the University of Denver and
University of Colorado Denver. He is a frequent speaker at workshops
and seminars at the World Trade Center. He is also a member of
Toastmaster International and has earned the Advanced Toastmaster
Gold Award.
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Ralph M. Benson
Ralph was born in New York and
raised in Phoenix, Arizona, and is a graduate of Arizona State
University, earning a Bachelor of Science degree in Private &
Commercial Recreation Management with a minor in Business Marketing.
He received additional education from the Federated Department
Stores’ Executive Training Program and the Disney Institute,
Customer Service Training Program. Ralph has earned the CSA
designation from Society of Certified Senior Advisors and currently
represents Society of Certified Senior Advisors.
Prior to joining Society of
Certified Senior Advisors, Ralph was a top-performing Sales
Executive for Walt Disney Art Classics, Mikasa China & Crystal, Hyde
Park Jewelers, and Federated Departments Stores (Bullocks). He is an
award-winning sales leader possessing demonstrated experience and
success in new business development, sales management, public
speaking, product marketing and driving repeat business.
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Bo Brustkern
Having spent more than seven
years in venture capital and private equity, and the balance of his
career in entrepreneurship, Bo understands valuation from both sides
of the negotiating table. Prior to forming Arcstone, Bo was an
investor at Rustic Canyon Partners in Silicon Valley and BACE
Industries in Denver. He recently played a senior role at Corefino,
a leading finance & accounting outsourcing company based in
Sunnyvale, CA. Throughout his career, Bo has founded, co-founded,
advised and/or invested in a variety of businesses, both
tech-oriented and otherwise.
Bo holds an MBA with
distinction from The Anderson School at UCLA, where he graduated as
a Deutschman Venture Fellow, and a BA from Dartmouth College.
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Marliss M. Correll
 Marliss
M. Correll holds an MBA from the University of Montana School of
Business Administration, where she subsequently taught for seven
years. After moving to Denver in 1997, Marliss transitioned into the
corporate training arena as a Training and Development Specialist
for an equal span of time. Now, the owner of Training and
Development Services LLC, Marliss is focused on helping individuals
navigate their career and work life with greater ease and joy by
affirming, strengthening and using with more intension their innate
preferences, gifts and talents
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Patty DeLucas
 Patty is a
CERTIFIED FINANCIAL PLANNER™ professional+, with
over 29 years of professional experience including eight years in
the securities industry. Her background includes Manager with a Big
Four CPA firm, five years as the Finance and Operations Manager for
a securities broker, and she served as President of the Colorado
Chapter of the Healthcare Financial Management Association (HFMA).
Patty obtained her business degree from Colorado State University.
She also holds an active CPA license (not in public practice).
Patty and her husband Ken live in Genesee with their two sons, Scott
and Mark, and are active members of the community.
Patty assists clients with strategies for accumulating and
preserving wealth, based on your individual resources, needs and
goals. Our team has extensive experience helping individuals and
businesses in the areas of portfolio management and retirement
planning. We never forget that it’s your money, not ours, and that
we’re here to serve you and help you achieve your objectives. If
you are looking for this type of relationship with a financial
consultant, call or email Patty today to schedule an appointment.
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L. Frank Edelblut
 Frank
Edelblut, founder and CEO of Control Solutions International will be
speaking on the changes to PCAOB
Auditing Standard No.2 and its impact on your company.
Frank is an internationally recognized speaker on internal audit and
corporate governance, and is frequently quoted by the business press
on the topics of control, compliance and corporate governance.
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Carla Elam-Floyd
Carla Elam-Floyd is the
Manager of Human Resources for Denver Water. She has overall
responsibility for activities related to recruitment, hiring,
employee relations, affirmative action, benefits, training, human
resources information systems, and health promotion. She is also an
adjunct professor for Webster University where she teaches course in
Human Resources Management, Staffing and Organization Development.
With over 20 years experience
in organization analysis, management, strategic planning and human
resources, Carla has spoken to a variety of audiences on human
resources, organization development, diversity and historically
under-utilized business issues.
Carla holds a MBA from the
University of Phoenix, a BS in marketing and BA in French from the
University of Colorado in Boulder, and a degree in French
literature, government, and translations from the University of
Bordeaux in Bordeaux, France. Carla is also a Certified Fraud
Examiner and a Certified Internal Auditor.
She is an active member of her
church. Carla was raised in Colorado Springs, Colorado and has
traveled extensively in the United States, Western Europe,
Australia, China, Japan, Mexico and Eastern Africa.
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Brian J. Friedman
 Brian has nearly 15 years of
experience in the field of investment management and economic
research. Prior to joining GHPIA eight years ago, he was a U.S.
Equity Portfolio Manager with Owen-Joseph Asset Management and
served as a U.S. & International Equity Analyst for Founders Asset
Management, a Denver-based mutual fund company. Before entering the
investment business, he worked as a Research Assistant at the
Brookings Institution, a leading public policy think tank in
Washington, D.C.
Brian earned a BA in Economics
from the George Washington University in Washington, D.C., and an
MBA from the University of Chicago. He holds the Chartered Financial
Analyst (CFA) designation and is a lecturer in economics at the
University of Colorado. He is also active in a number of
organizations including a board member of the Anti-Defamation
League, a member of the Jewish Community Foundation Investment
Committee, the Israel National and Overseas Board of the Allied
Jewish Federation of Colorado, and on the Council for the American
Israel Public Affairs Committee. A native of Denver, Brian enjoys
spending time with his wife and their three children.
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Michael M. Gutesha
Mike is a Certified Public
Accountant with Masters in Taxation from the University of Colorado.
His areas of experience include tax efficiency solutions, state &
local taxes, tax planning and compliance. Mike’s experience began
with public accounting, Touche Ross and Company then moving on with
Lavanthol and Horwath. Private industry peaked Mike’s interest,
working with many companies including Time Warner as well. In 2004,
Mike returned to public accounting, joining Clifton Gunderson LLP.
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Gaylen R. Hansen
 Gaylen
Hansen has over 30 years of experience in SEC accounting, auditing
and reporting and is an audit partner at Ehrhardt Keefe Steiner &
Hottman. Gaylen is a member and immediate past president of the
Colorado State Board of Accountancy and the Mountain Region Director
of the National Association of State Boards of Accountancy where he
serves on numerous advisory committees, including Strategic
Intiatives and International Professional Standards.
In addition, Gaylen
is a member of the Professional Ethics Executive Committee, a senior
AICPA technical body charged with promulgating and enforcing ethics
and independence rulings. He is also a member of PEEC’s network
firm and significant public interest entity task forces that are
charged with converging U.S. ethics standards in those areas with
IFAC’s. In addition, he is an apointee to the Standing Advisory
Group which advises the PCAOB on auditing and related professional
practice standards.
Gaylen is a
graduate of Califonia State Polytechnic University, Pomona and holds
an MBA in international business from California State University,
Fullerton. He has lived in Colorado since 1979 and currently
resides in Evergreen.
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Raven Henderson
 Raven
Henderson is a professional trainer and consultant with a diverse
background in accounting, auditing, and finance. Her experience
includes financial reporting, internal audit management, consulting
and training, risk assessment, and organizational leadership. She
has been in the internal auditing profession for over ten years
auditing non-profits, mortgage operations, capital markets,
mortgage-backed securities, financial services, human resources, and
corporate affairs (budgeting, procurement, purchase cards, travel,
etc.). She has assisted several Fortune 500 companies in
establishing an internal audit department, redesigning internal
audit processes, and developing and implementing Sarbanes-Oxley
(SOX) programs.
Raven has been a facilitator for
the Institute of Internal Auditors (IIA) since 2001 instructing
courses in communication techniques, interview skills, leadership
skills, audit report writing, financial statements audits, IIA
standards, skills for beginning and experienced auditors, enterprise
risk management, internal controls, corporate governance, and
operational auditing.
Before starting Raven Lane, LLC,
offering training and consulting services in Internal Audit, Risk
Management, and Control Design & Analysis, Raven was a Consultant
for Jefferson Wells and a Senior Manager at Protiviti. As a
consultant, Raven served as an Interim CAE for a non-profit
healthcare services company, a Deputy General Auditor for a
non-profit scientific research firm, and multiple internal audit
managerial positions for financial services clients. She also held
internal audit positions with Freddie Mac, in McLean Virginia, Bank
of America (formerly NationsBank), in Charlotte, North Carolina, and
with Philip Morris in Richmond, Virginia. She also served as the
Accounting Manager for a manufacturing company in Ashland, Virginia.
Raven received her Bachelor of
Science degree in Accounting from Virginia Commonwealth University
located in Richmond. She is a Certified Public Accountant and a
Certified Internal Auditor. She’s an active member of The IIA,
including serving in President, Board Member, and chairperson
positions for the NOVA and Charlotte chapters since 1998. She is
also a member of the American Institute of Certified Public
Accountants.
Currently based out of the
Washington DC area, Raven enjoys vacationing in the Bahamas,
spending time with her family, and spoiling her two dogs.
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Marc Hendrikson
Marc Hendrikson, Vice President
to Commercial Lending for the past 7 years at Citywide Banks, serves
a client base of small to medium sized, closely-held companies with
annual revenues ranging from $110K to $30M in a wide variety of
industries from contractors to the medical industry. He has nearly
two decades of banking experience, ranging from tellering,
operations, accounting and finance for a public institution,
commercial credit analysis and consumer & commercial lending
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Alex Hodgkin
Alex has valued hundreds of companies for a multitude of purposes:
transactional, regulatory and otherwise. Prior to forming Arcstone,
Alex spent his career valuing companies in transaction-rich
environments such as Salomon Smith Barney's investment banking
division, Headwaters Merchant Bank, and Nexus Advisors, a boutique
M&A advisory firm which Alex himself founded.
Alex holds the Accredited Valuation Analyst (AVA) designation from
the National Association of Certified Valuation Analysts (NACVA), as
well as degrees in Economics from Claremont McKenna College and
Electrical and Computer Engineering from the University of Colorado
at Boulder.
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Robert B. Hottman
 Bob
Hottman is the chief executive officer of EKS&H and has been
providing accounting and advisory services for individuals,
closely-held businesses and public companies in the manufacturing,
distribution, real estate, hospitality, club and service industries
since 1977. He has vast experience in helping clients develop
strategic plans, improve operations, develop information systems,
and plan for change and growth. He has served as an expert witness
in various litigation cases. Bob has a Bachelor of Science degree
with an emphasis in accounting from Colorado State University. His
professional affiliations include membership in the American
Institute of Certified Public Accountants and the Colorado Society
of Certified Public Accountants. He is past president of multiple
industry associations and is active in a variety of community
organizations. Bob is a Certified Public Accountant in Colorado and
Wyoming.
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Dennis Johnson
 Dennis
Johnson's experience prior to Nordstrom fsb includes IRS revenue
agent, software quality assurance manager, and accounting manager
for an insurance fund. In addition to the CPA, CISA, and CIA
designations, he holds an NASD Series Six license. Dennis has been a
resident of Colorado for over 30 years and enjoys skiing and other
outdoor activities. He currently holds an adjunct position at
Arapahoe Community College teaching accounting and information
technology subjects.
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Dennis Keglosvits
 Dennis is a Managing Director with over twenty years of specialized
audit and consulting experience in both the internal audit and
public accounting settings. He currently serves as the Practice
Leader for the Risk Management group in the Midwest, responsible for
managing all aspects of the risk management function. In addition
to his leadership role, Dennis also serves as the client service
coordinator on some of the firm’s key accounts, both domestically
and internationally. Dennis formerly served as the firm’s National
Director for the Risk Management Services practice, responsible for
the development of the firm’s overall strategy related to the
delivery of risk management services, including applicable
methodologies, tool kits, resources, and quality assurance. In that
role, he worked closely with the local management teams in each RSM
McGladrey Economic Unit throughout North America and in coordination
of international efforts in the monitoring of engagement quality and
client satisfaction
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Dale Laushman
Patty Laushman
 Dale
Laushman is Founder and Chief Technology Officer of The Uptime
Group, Inc., a leading provider of IT and VoIP support services for
small- to mid-sized businesses in the Denver/Boulder metro areas.
With more than a decade of experience in the technology and security
industry, Laushman founded The Uptime Group seven years ago on the
vision of bringing technology solutions that had previously been
available to large companies to small businesses to enable them to
compete more effectively in their respective markets. Based on his
personal philosophy of bringing customers the best technology
solutions for their individual needs, Laushman has led the company’s
technology strategy from the early days with Linux and open source
solutions to its more recent partnership with Microsoft.
Patty Laushman is
President/CEO of The Uptime Group, Inc., a leading provider of IT
and VoIP support services for small- to mid-sized businesses in the
Denver/Boulder metro areas. Since joining the company four years
ago, she has led its growth of more than 330 percent. Laushman is
passionate about bringing technology to small businesses that enable
them to compete more effectively against larger companies. She holds
a variety of degrees including a B.A. in chemistry/minor in music
performance, M.A. in journalism and a secondary science teaching
license from University of Northern Colorado, University of
Colorado-Boulder and Metropolitan State College of Denver,
respectively.
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Victoria J. Marschner
Victoria is a Certified Public
Accountant, with a Masters of Taxation from University of Denver.
Her areas of experience include individual, small business,
corporate and partnership tax planning and preparation, estate
planning and inheritance tax return preparation, tax research and
opinion, business consulting, tax accounting, corporate and
partnership tax accounting and financial accounting instructor. She
has over 25 years of accounting and tax experience and has working
industry as well as public accounting. Her recent interest is public
speaking with the Gear-Up Seminar circuit.
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Chris Miller
Chris Miller is a
Practice Director with Parson Consulting. Chris has over sixteen
years of industry and consulting experience, and has implemented
process improvement and system solutions for clients in the
financial services, homebuilding, telecommunications, energy,
services, pharmaceutical and consumer products industries. Prior to
his current role, Chris held management positions at several
companies including Western Union and PricewaterhouseCoopers
Consulting. Chris has an MBA, as well as CPA, CMA, PMP, and Six
Sigma Black Belt certifications.
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Kevin O'Brien
 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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Benjamin Powell
 Since receiving his PhD from
George Mason University in 2003, Dr. Powell has authored more than
30 scholarly papers and edited two books. His research has been
reported in the Wall Street Journal, the New York Times, and dozens
of other popular outlets.
Dr. Powell makes regular
appearances on television and radio shows, having appeared on
outlets ranging in diversity from news sources such as MSNBC to Penn
and Teller's Showtime series "Bullshit." He has written on
immigration for the popular press, appeared on KQED's television
documentary on immigration, and spoke publicly on the issue dozens
of times."
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Timothy M. Ross
Tim is a Certified Public
Accountant with vast experience at the Big-4 level. With experience
from PricewaterhouseCoopers LLC and Ernst & Young, LLC, Tim has been
responsible for managing all aspects of the client relationship
including review of FASB 109 tax accrual calculations and
consultation in regard to domestic and international tax issues. Tim
developed and managed relationships with clients and proactively
identified and presented tax opportunities while actively
coordinating and teaming with the specialist groups.
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Sam B. Rovit
Sam B. Rovit became the
President and Chief Executive Officer of Swift & Company in July
2005. With nearly $10 billion in annual sales, Swift & Company Is
the 3rd largest processor of fresh beef and pork in the U.S. and the
largest beef processor in Australia.
Prior to joining Swift, he was
a partner at Bain & Company, a management consulting firm. He joined
Bain in 1988, was elected to partnership in 1995, and ultimately
headed the firm’s global mergers and acquisition practice.
He is an accomplished author
-- Mr. Rovit's most recent works have been published by The Wall
Street Journal, MIT/Sloan Review and Harvard Business School Press.
Mr. Rovit received his MBA
from Harvard Business School; was awarded a Masters of Arts in Law
and Diplomacy from the Fletcher School of Law and Diplomacy, Tufts
University, where he studied Military Strategy and International
Business; and graduated with honors from Duke University with a BA
in Public Policy.
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Marilyn Sudbeck
 Marilyn Sudbeck, CPA is a
Certified QuickBooks Trainer, one of about 12 in the US. She is
certified in all versions of QuickBooks including QuickBooks
Financial, QuickBooks Point-of-Sale and QuickBooks Enterprise. She
is a member of Intuit’s Retail Solutions Provider Program (about 180
members), Intuit’s Enterprise Solutions Provider Program (about 80
members) and Intuit’s Accountants Speaker Program (about 90
members). In May 2004, QuickBooks prepared a case study of Marilyn’s
work with the Point-of-Sale system and mailed the information to
70,000 accountants across the United States. She is also a Certified
QuickBooks ProAdvisor, Certified Advanced QuickBooks ProAdvisor and
a member of the Sleeter Group Certified QuickBooks Consultants.
Marilyn is a CPA in private
practice. The primary focus of her business is consulting and
individualized training in QuickBooks. Since she does not do taxes,
audit or write-up, she frequently works with CPA firms without being
in competition with them.
She has been using and
teaching QuickBooks since 1996 and teaches a monthly QuickBooks
class at the New Horizons Computer Learning Centers in Broomfield
and the Denver Tech Center.
Marilyn has a bachelor’s
degree to teach math from the University of Nebraska, master’s
degree in Advertising Management from the University of Denver. Her
coursework for her CPA license was taken at Metropolitan State
College.
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