Mr. Brown joined Davis & Associates, P.C. in 2005 after over 10 years in Corporate America. His last position prior to joining the firm was Director of Financial Operations for a Fortune 100 company. Mr. Brown is licensed to practice law before the Colorado Supreme Court and was admitted to the Colorado Bar in May 1994.  Mr. Brown concentrates his practice in the areas of wealth preservation, estate planning/elder law, business succession planning, employee benefit planning, and mergers and acquisitions.

Mr. Brown is an accomplished teacher and speaker. He has taught a sixteen-hour continuing education course on estate planning to over 2,000 Colorado CPAs, Certified Financial Planners, and insurance professionals.

Richard E. Cascarino, MBA, CIA, CISM, CFE

Richard had 26 years experience in Internal Audit consulting and training worldwide. Richard chaired the Audit Committee of Johannesburg and was a member of the Audit Committee of the Department of Public Enterprises in South Africa. He is a visiting Lecturer at the University of the Witwatersrand, author of the books "Internal Auditing - an Integrated Approach", "Auditor's Guide to Information Systems Auditing" and a contributor to "Governance" to "Finance: the Ultimate Resource".

Richard is a Past President of the IIA (South Africa)

Rick L. Crosser, PhD, CPA

Rick Crosser, Professor and Chair of the Department of Accounting at Metropolitan State College of Denver. Prior to arriving at Metro State in 1995, he was Director of Graduate Programs at Weber State University in Utah. Rick received bachelors and masters degrees from Colorado State University and Ph.D. from Oklahoma State University. He received the Certificate in Business Ethics from University of New Mexico. He is a licensed CPA in Colorado and a member of the AICPA, Colorado Society of CPAs, Financial Executives International, American Accounting Association, Society for Business Ethics, and Society of Corporate Compliance and Ethics.  He has received the Outstanding Teaching Award for the School of Business and the Award as the Outstanding Business Faculty for Professional Development, Teaching, and Service. Rick has published articles in the Journal of Business Ethics, Advances in Accounting Education, Journal of Accounting and Finance Research, Tax Notes, Oil & Gas Tax Quarterly, and forthcoming in Strategic Finance.

Dee Dukehart

As an executive business communications consultant and trainer Dee Dukehart combines her marketing and professional speaking background with her writing expertise to train and enhance employees’ written documents and spoken words, and to coach executives in organizing, creating and delivering impressive, memorable and powerful presentations.

She’s been a professional speaker, communication’s trainer and presentation skills coach for over 10 years. Dee’s an active member of the National Speakers Association and the Colorado Chapter – a board member in 1998-2000, 2006; a member of the American Society of Training and Development, The Alliance of Professional Women, and 24-Hour Fitness.

Her articles appear in diverse publications from “Leadership Strategies,” to “Denver/Boulder Better Business Bureau,” to “Surgical Services Management.”

Stephen A. Gierach, PhD, CISM, CISA, PMP, MCSE, CCNA

Stephen is an accomplished Senior Operations/Compliance Manager, Risk Manager, and Management Consultant with extensive experience in all aspects of Information Technology (IT). With over 20 years of program/project management and IT management consulting experience, including 18 years of IT operational and compliance audit experience and 12 years of business-wide disaster recovery planning, he has also developed comprehensive consulting service to help organizations dramatically improve securing their Intellectual Property, involving risk management, legal, IT, and Internal Audit. In addition he developed and implemented a consulting service to support implementation of the Model Audit Rule by insurance companies (public and private) through compliance readiness auditing, testing, documentation and remediation.

Ms. Guillen has taught continuing education courses on planning to many Colorado CPAs, Certified Financial Planners, insurance professionals, and attorneys. She has presented at national conferences, lectured to students and families in higher education venues, and has taught on a variety of topics in the corporate environment. Most recently, Ms. Guillen spoke at the national conference for Wealth Counsel in San Antonio, Texas regarding planning with physicians and the Medical Group Management Association’s (MGMA) national conference in Denver regarding asset protection and risk management.

John Hall

Mr. Hall is a professional speaker, seminar instructor and business consultant. John’s 30 plus years of business experience in public accounting, multi-national corporations, and as a business owner and operator enable him to bring seasoned real-world experience to each presentation and client engagement. And his high energy to every client program, seminar or assignment result in active participant interaction, the development of high impact “how to” actions and solutions, and enhanced business and interpersonal skills for all involved.
 

John’s personal areas of expertise include:

• Fraud Risk Management

• How to Create and Maintain a Comprehensive Anti-Fraud Environment

• Internal Auditing Strategy and Implementation

• Assessing and Strengthening Internal Controls and Behaviors

• Enhancing Personal and Professional Effectiveness

Training, consulting and coaching areas include:

• Fraud prevention, early detection and incident response

• Communication and interpersonal behavior skills for professionals, including:
       Establishing rapport
       Interviewing
       Speaking and presenting
       Selling ideas
       Influencing others to take action

• Consulting skills for professional auditors

• Internal audit department effectiveness, structure and strategy

John also helps clients handle incidents of wrongdoing, misconduct and fraud. Mr. Hall is a Certified Public Accountant. He is a member of the American Institute of CPAs and the Institute of Internal Auditors. John is also a Trustee of the Keystone Center in Keystone Colorado and chairs the Audit Committee (www.keystone.org). He also serves on the Board of Governors of The Gift of Adoption Fund headquartered near Chicago (www.giftofadoption.org). Contact John directly at jhall@hallconsulting.biz or by telephone at (970) 926-0355.

J. William Harden, Ph.D., CPA, ChFC

Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and international tax. Prior to teaching, Bill was a Senior Tax Accountant with an international CPA firm as well as a tax accountant for an international oilfield services company. He is currently in sole practice, focusing on taxation and financial consulting for small businesses and individuals.

In addition to his university teaching, Bill consults on tax and financial planning issues. He has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002.

Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. With the American Taxation Association he has served on the Program Committee, the Legal Research Committee, Flow-through Entities Policy Committee as well as the International Tax Policy Committee. He is a past board member of the Piedmont Chapter of the NCACPA. Bill has authored over 25 publications included in the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, State Tax Notes, Tax Notes International, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. He is the author of the AICPA’s Tax update course.

Dennis Johnson, CPA, CISA, CIA

Dennis Johnson's experience prior to Nordstrom fsb includes IRS revenue agent, software quality assurance manager, and accounting manager for an insurance fund. Dennis holds the CPA, CISA, and CIA designations. He 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. Dennis is included on the Institute of Internal Auditors list of excellent speakers.

Earl Kemper

Earl Kemper has over 29 years experience as a Wealth Advisor, 27 years as a Business and Advisor Coach, and has sold seven successful businesses. Earl Kemper applies a holistic view to the process of personal and business growth by addressing the human dynamics, the social context, in conjunction with sound strategies and business principles. He frequently educates business and financial professionals across the world. In 2006 and 2009, Earl Kemper was recognized as the Number One Business Coach in the World with ActionCOACH.

Joanne Koonce-Hamar

Joanne Koonce-Hamar is an account manager with Audimation Services, Inc., the sole U.S. distributor of IDEA® - Data Analysis Software and SymSure for IDEA. Joanne brings more than 20 years of experience in industry management and training including banking, energy, hospitality and other services to her current role. She shares her CAATs expertise and implementation knowledge with internal auditors, compliance professionals, tax and business analysts, fraud investigators, and others. As the U.S. manager of SymSure for IDEA, Joanne provides information about the benefits of using continuous auditing and monitoring solutions to address risk and compliance issues across the enterprise. She is frequently called upon by professional and industry groups to deliver presentations on applications and automation of processes. Joanne earned a BA from the University of Puget Sound and is an active member of the Institute of Internal Auditors (IIA) Houston Chapter.

Charlie Hymer, CPA

Evelyn D. Law, CPA

Evelyn Law is a partner in the public accounting firm of Bondi & Co. LLC in Englewood, Colorado. She joined the firm in March 2005. Bondi & Co. has specialized in auditing Colorado governmental entities and nonprofit organizations since 1976. The firm has never had a Peer Review finding.

Before joining Bondi & Co., Evelyn worked at the Denver Branch of the Federal Reserve Bank’s Tenth District for nine years, all in the Internal Auditing Department. During that time, she was a quality assurance reviewer, a trainer, and a supervisor with staff in both the Kansas City and Denver offices.

Prior to the Fed, Evelyn worked for the Auditor/Controller’s Office of Orange County, California, for 11 years. She was an accounting supervisor for five years and an internal audit manager for six years.

Her previous experience also includes working for local public accounting firms in Kansas and California for five years. She holds CPA certificates from Colorado, California (inactive), and Kansas (inactive). She graduated with honors, earning a BA and BS from Texas Woman’s University in Denton, Texas.